Genting

.

NGGB, enjoy; don't say i didn't tell you

Many wish to buy stocks now, but afraid buying at the tail end of a bull run, suffer losses and cannot recover. Then please take a look at NGGB, excitement to start in 2021, but remember, prices sometimes move before the actual profits.

Turning oil palm FFB waste into paper, reduce cutting of trees. 

12,000MT, but delayed to Q1 due to covid.

410 acres of land, more phases will be coming. As per annual report and website, they can make different types of paper.

As announced, they also developing and sell properties.

Advance phases.

Further to the announcement made on 10 October 2019, the Board of Directors of the Company wishes to announce that the Company, IHI Corporation and Nomura Holdings, Inc. (“Parties”) are still in the midst of carrying out the feasibility study on the development of a 30-megawatt Biomass Power Plant, Alkaline Recovery Plant and wastewater treatment plant for the Company’s Green Technology Park Pahang as well as the projects in Negeri Sembilan and Sarawak and also discussion on the collaboration structure including but not limited to establishment of a joint venture arrangement and terms of the definitive agreement. The Memorandum of Understanding has been extended for another one (1) year.

This announcement is dated 10 January 2020. Bursa Malaysia

Substantial shareholder was buying, as per announcement.

Wanted to gather more info to post, but saw the price started moving lately. RM0.455

Just sleep on it and wait.

Enjoy.

Can Still Buy Glove stocks or Sell or Hold?

Using a layman method and looking from a different angle.

 

Use Topglov as example.

Eventually Topglove profit will normalize, say rm0.71 per share a year, as per CIMB research report (22/07/2020) for Topglove FY Aug 2022.

Give a high PE ratio of 20x =RM14.20

Give a high PE ratio of 25x =RM17.75

Give a high PE ratio of 30x =RM21.30

 

Many brokers gave 25x as at end of 2019 when things were normal, assuming fair value is RM17.75

 

What happen to all the super profit? RM0.59 (FY Aug20) + RM1.97(FY Aug21) = RM2.56. You may get nothing if they don’t pay out as special dividend.  But assuming they pay all as dividend.

 

Buy at Topglove price RM26 now.

Get RM2.56 special dividend

Cost RM23.44

 

Later the target price become RM17.75

 

The above is just a sample analysis using one research report. Other analysts give higher or lower figures. They may adjust the figures upward or downward based on result announcements or news or other developments.

 

Of course, there are many uncertainties, no vaccines or delay or more cases. Or vaccines are earlier than expected.

 

The above is just a different way of looking at things when the company has one of two years of super profit.

 

 

 

Bursa Malaysia Stock Broker Investment Bank Ranking

Source: Bursa Malaysia

Gloves Stocks Target Price

Some of the fair value of gloves stocks by Malaysia Bursa Brokers.

Maybe some are outdated.

		Target Price
3/6/2020	Supermax and Supermx	10.90	Kenanga Investment Bank
22/5/2020	Supermax and Supermx	5.40	AffinHwang
21/5/2020	Supermax and Supermx	4.09	MIDF
21/5/2020	Supermax and Supermx	6.00	BMIB
2/6/2020	Topglove and Topglov	15.60	Kenanga Investment Bank
29/5/2020	Topglove and Topglov	20.00	Maybank
27/5/2020	Topglove and Topglov	14.72	UOBKayHian
20/5/2020	Topglove and Topglov	12.23	AmInvest
18/5/2020	Topglove and Topglov	12.70	Public Bank
3/6/2020	Kossan	11.20	Kenanga
28/5/2020	Kossan	8.11	Hong Leong HLG
27/5/2020	Kossan	10.00	UOBKayHian
22/5/2020	Kossan	8.80	Public Bank
22/5/2020	Kossan	9.00	MIDF
22/5/2020	Kossan	10.00	BIMB
22/5/2020	Kossan	9.72	AmInvest
22/5/2020	Kossan	9.50	AffinHwang
	Careplus and Carepls	n/a
	Rubberex and Ruberex	n/a
28/5/2020	Comfort Gloves	3.18	RHB-OSK

Hopefully no typo.

AirAsia Unlimited Pass- The Disadvantages and List of Countries and Destinations

There are many advantages and disadvantages.

Highlight some for you.

Are AirAsia Unlimited Pass promo codes applicable to all routes?
The promo code is applicable to long haul flights* with carrier code D7 (AirAsia X) & XJ (Thai AirAsia X) only. *Excluding flights to Bali, Singapore, Jeddah and Fly-thru routes. *Embargo period applies. AirAsia flight redemptions are limited and may not be available on all flights during public holidays, school breaks and weekends.

Source: AirAsia


======================


Covered Destinations
The Unlimited pass only covers AirAsia X destinations in Australia, Japan, Korea, China and India. This is only applicable for long-haul flights that are over 4 hours in duration and has the carrier code D7 (AirAsia X) and XJ (Thai AirAsia X). The pass excludes Singapore, Denpasar (Bali) and Jeddah.

Some examples of applicable destinations include Kuala Lumpur to Melbourne, Kuala Lumpur to Taipei, Kuala Lumpur to Perth, Kuala Lumpur to Haneda, Kuala Lumpur to New Delhi and Bangkok to Osaka.

Not covered Destinations
Do note that domestic and short-haul flights using the carrier code AK are not included. In summary, you can’t use this pass for flights such as Kuala Lumpur to Penang, Kuala Lumpur to Singapore, Kuala Lumpur to Kota Kinabalu, Kuala Lumpur to Hong Kong, Kuala Lumpur to Manila and Kuala Lumpur to Bangkok.

Source: soyacincau

EPF Yearly Dividend

Source: The Star

ABMB Alliance Bank Malaysia Berhad

The Edge Financial Daily November 28, 2019 09:24 am +08

Dividend is exciting at ~7%. 

“For 2HFY20, we are expecting it to be substantially better than 1HFY20. But, it will not be enough for us to have an improvement against last year. We would be significantly down because of the first quarter credit event with one large client,” said Kornreich.

Source: i3investor

Hold MFCB or Warrant better?

Not telling whether can buy MFCB or not becoz I published 3 articles on warrant 6 months ago and now the price has gone up about 250%.

A bit too late to ask. This table is for your reference only, comparing holding mother or warrant is better, at this price.

This is what may happen at maturity, anytime the prices may go crazily from now, eg mother drop but warrant up, warrant drop a bit but mother up.

I hope I didn’t make any mistake in the figures.

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Remember all these are info sharing only. Please consult your remisier/dealer or financial adviser before you make any decision (e.g. buy or sell or hold or decide not to do anything) in stock market.

Please join my Telegram, don't want you to miss out!!!!!

If you don't have Telegram, install it.
Pokemon/ Angry Bird = Games. 
Telegram = Investment = Money

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Why? Because I only share good news. Few stocks mentioned in my telegram during the day move up nicely, eg Sendai more than 20%, Krono 20%, Ocncash 10%, etc within few days or 1 to 2 week and some within contra period.

Of course some dropped a bit, but some also up a bit. In good market maybe 30% will drop a bit, 30% up a bit, 20% unchange, and 20% up a lot.

Why nothing will drop a lot? Because I only share good news and during good market sentiment within short period of time, these stocks probably will not suddenly drop a lot. Unless there is a small war, then almost all stocks also will drop.

If I find a good stock for long term, it normally take me few weeks to post in my blog or facebook. I use my free time to read, less time posting . I try my very best not to make mistake in figures and gather more info, so will take longer time. Sometimes I also wait for quarterly result to confirm or wait nearer to their profit confirmation. 

But once I spotted, the stocks sometimes move up very fast. Ekovest warrant 100%, Dnex 50%, Jaks 50%. Example Notion, the price I posted in blog/facebook was already 25% higher, same for OCNCASH 50% higher. Oldtown was RM2.20 now RM2.68.

VS price was RM1.60 recommended by a stranger during CNY open house. He specifically mentioned warrant, now up 50% already. Every week went up slightly I also no mood to post already.

Very demotivated to post if the share price has gone up a lot after I spotted unless it has easy content (easy for me to write) and still have potential.


Off course some stock prices dropped or didn't go up before I post in FB.

Ajiya unchanged.
Rexit dropped
Spritzer unchanged
JFTech dropped.
Texchem up a bit.

Now what I'm going to do? If I found any good news, I will immediately post in Telegram. Then I will take my own sweet time to post in FB.

But be careful !!!!!  Those in telegram can be short term or long term. But those that appear in my FB are those that can sleep well, no need to check the price every 5 minutes or even every week.


Remember this:

# I share only good news. Good news = good money.

#Don't mute me because I don't flood or spam you. Average one day 2 times (1 time could have 3 pictures but  still 1 time because you only need to see open 1 time). Some days zero.

# I check before I share, I don't simply share. TMCLIFE announced very good result but I didn't share because PE ratio already super high 70x. Yes, during the day the stock didn't move up.

# I don't pump and dump. My older readers will know my analysis are for good sharing purpose.


# Is not how good am I. Is because all these are good news. Nothing to do with me.

# Some remisiers, pdt, ivt, ET, Mr T or whatever T may be looking for idea or info for their day trade or contra.

# Some readers of my blog or facebook may miss my post or late because facebook only show us random posts.

Join now.


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Why Peggy Should be nominated for mini Nobel Prize in Bursa Malaysia

Peggy wanted to know why pump and dump counters went up but many people still lose money in the long run and overall still lose. In order to understand, Peggy went to experience it.

After her experience by following tips by fomous bloggers, she found some major points.

Each individual has different behaviour so there will be different timing, cut loss, capital, risk, fear, etc. Therefore, many points are hard to discuss. Below are just some major points.


Confuse Short or Long Term.
Why people rush to buy immediately after seeing an article published by pump and dump operator?
Answer is fast money. This = short term.
When the price doesn't move up for them to make the desire profit, they hold, because the article is on long term. Oh oh. People are confused here. When people are confused, normally they lose money. If they want long term, there are plenty of long term stocks, why rush to buy this. Don't be confused. Furthermore, most of these articles just showing good points to attract people and not sure whether are good for long term.


Another point is.... Price already up one or few days earlier.
People will say don't worry if the price already up if we invest for long term and the future is more important than the past. But these people want fast money, they tend to lose out because as the name called, pump and dump, the price already pumped up, and when many people rush to buy, pump up again, and in the end the buying price is very very high. Inflated price. Pumped up price. Premium price, or whatever name. Big disadvatage here for short term people. If some say don't worry if price already up, buy for future, you see, again people are confused with fast money and long term.



Another point.... Percentage Gain.
The percentage gain make from so called tips are much lower. Imaging if we buy a long term stock, recommended by some genuine analysts or bloggers, at RM1.00, the share price continue to go up, until it reaches RM2.00, first we have plenty of time to buy around RM1.00, or RM1.05 if a bit late or too early. Then sell at RM2.10, RM1.80 or RM1.90, plenty of time if we feel that the price has exceeded the potential. Still have time to eat a pao and have some coffee to ponder whether to sell. Or even go to Australia for a week, plenty of time to think. Easily can make 20% 30% 50% 100% or more.

But if we buy based on the tips, we have to rush to buy. Sell? WE DO NOT KNOW WHEN TO SELL. If we use our normally sell decision making process, hold as long as got potential, then we are not for fast money. See you, we are confused again. If we want to sell fast to make fast money, when to sell?
Buy RM0.30, up until RM0.32, sell? RM0.34, sell? Drop back to RM0.28, sell? RM0.50, sell?

If we hold, are we trading long term? If we sell at RM0.34, more than 10% return, the stock goes up to RM0.50, we feel that the blogger is very good, next time hold longer. We always use the highest price to judge a blogger. Wow, recommeded at RM0.30, went up as high as RM0.50. But who can sell at RM0.50? Who know RM0.50 will be the highest.

Because of these difficulties, sometimes make profit, sometimes lose, people tend to invest smaller amount. Smaller amount can't really make much. Those who have made big gain, invest big again and incur big loss. Ended up nothing.

Why must we invest in smaller amount when follow tips? If sometimes gain, sometimes lose, net still having good gain, why must we invest in smaller amount? Because deep in our heart we know this kind of investment following tips are risky, end of the day we may lose.


From the experience, it seems not so easy to make fast money following tips share by bloggers.

Price already up (pumped up), volumn few days ago already up maybe someone waiting to sell , confuse whether short or long term, investment amount whether go big or small also we are not sure, not sure when to sell. % gain also low, don't know how to sell at highest because never know. We judge people by comparing the highest price with the recommended price. All these cause making money from tips very difficult.

However, if those who are making good money after many rounds of following tips, share with us how.

Those who sometimes make, sometimes lose, make 5%, lose 20%, confuse, gain from RM5k capital but lose when invested RM10k, quickly re-examine.

I know for sure some will make very hugh gain.

Recommeded stock A. Up a bit then down a bit. So some people make a bit some lose a bit.
Recommeded stock B. Up a bit then drop a lot. So some make a bit some lose a bit some lose a lot. Different people buying and selling at different price.
Recommened stock C. Up a lot. Some sold early make a bit. Some hold and make huge gain.

Out of so many people follow, some really make a lot. But only a few. Can we be so fortunate among the few?


======
Two Australian scientists, Robin Warren and Barry Marshall were awarded Nobel prize for physiology and medicine for their "unexpected" discovery that has saved millions of people from the pain of stomach ulcers.

Dr Barry Marshall succeeded in cultivating the bacterium, which became known as helicobacter pylori. To emphasise their point, in 1985, Dr Marshall deliberately infected himself with the helicobacter pylori bacterium to prove it caused acute gastric illness.

======

To show erection not just emotion, but can be physical, in 1983 Sir Giles Skey Brindley [Brindley had] injected himself with papaverine in his hotel room before coming to give the lecture, and deliberately wore loose clothes (hence the track-suit) to make it possible to exhibit the results. He stepped around the podium, and pulled his loose pants tight up around his genitalia in an attempt to demonstrate his erection.

======

From 2016 to 2017, Peggy went to real experiment in order to find out why majority of people keep losing money following famous bloggers.

Hold Ekovest or Ekovest-WB Warrant better?

Look at the table and see.

Top Picks For 2017

One Morning One Night in Bursa, EG, Hang Seng Call Warrant, Biohldg, Prolexus, Superlon, Bioalpha

My chinese friends said 一朝一夕 means one morning one night. It means very short period of time. In stock market investment (not trading), the result is not 一朝一夕. That's why many people have given up. Every day look at the screen and feel sad asking why their stocks prices didn't go up and some were down.

We must remember investmemt is not 一朝一夕 yī zhāo yī xī. In cantonese it is pronounced as YatJioYatJic.

Many days ago saw many Hang Seng HSI call warrants suddenly dropped a lot. For sure there will be a lot of losses. Be careful of trading in call warrants especially HSI because of huge premium and you are fighting against time.

If you buy call warrant C hoping market good you make money, and you buy put warrant H hoping to make money when market down, yes sound very easy. BUT, but and but there is something called premium. Most of the call or put warrants are trading at a huge premium. The prices will continue to drop until they reaches expiry, unless there is a very BIG swing up or down in Hang Seng. Another example is C may down 5% a week, but H may up only 2% a week. If you bought correctly you make 2% or 20% for example, but if you bought wrongly you may lose 5% or 23%. Therefore, it is not a 50 50 chance. Be careful.

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Make Money From Stock Market is about FUTURE, and not just past ROI, Cash Flow, Dividend, etc

Sometimes I read a lot of arguements and disputes about who right and who is wrong.

I summarised these people into 3
1)Too much historical FA. HFA
2)Balance Approach- Future and Valuation. BL
3)Simplified Future. SF

HFA
There is one group of people who like Historical Fundamental Analysis. Talking about net asset per share, PE ratio, dividend, cash, etc. Mostly about historical. 

If a company PE ratio is super low, 4 times, a good buy. But what if the profit drop next two years? You may lose money.

If the asset worth RM10 per share, now selling at RM6 per share, good buy. But if profit keep dropping or no increase, we may not make money. Unless we are the owner, we buy at RM6 and then sell the whole company at RM10.

They will show you numbers,  then numbers and lastly numbers until your kepala pening "headache".

Don't get me wrong. All these are important. But we should spend more time thinking and searching info about the future. Nobody know about the future. You are half right. If your son is in Form 3, next year in the Future he will be in form 4. But sometimes unforeseen things happen. He decided to stop studying and concentrate on badminton and you got it wrong. We don't know 100% about the future but we can forecast based on information that we have.

BL
Balance. These group of people talk more about future, eg icon sifu. Most of the info he shared are about future, the project, the expansion, the new orders, etc. He shared details things of future. He uses and also shares past records eg profit margin, but is for the purpose of analysing the trend, future and worth. Focus mainly on future. But he doesn't stop there, he also values the stock, whether the current price are expensive. Example no point buying a stock if the profit will grow 100% but the share price is already up 300%. That's why he also touches on PE ratio etc.

Analysts are the same. They forecast and they value. That is why in research report only few simple tables showing some important figures and forecast. They don't too much about ROI, net asset per share, etc.

For me, this is the best approach.

SF
Some just said the stock is good if the profit is growing. This is too simplified. That is why you can see many stocks 3 months later announce profit up 90% but the share price hardly move within this 3 months, because the stock price already up or PE ratio already very high.

×××××××

Just Vitamin C is not enough, that's why we need multivitamin.

I have attended a 2 full days course on fundamental, it did not benefit me much because they focus too much on cash, dividend, current ratio, etc. I thought that was just one topic, maybe Level 2 talk about Future. I went to chat with them, that's all, they just invest based in historical fundamental. The tutor was also quite surprise on the high % gain made by someone attended the course also. I know why, because they focus too much on dividend and stable stock, their return per year will not be high.

Investment is about Future and Valuation. Not just future and not just valuation.

Not to say I am "Mr Know It All", I don't know all and I am learning. But because lack of time, I don't really read those just talk mainly on fundamental. Because I only have 24 hours a day, I focus on those who talk about Future and Valuation.

With this would like to thank all analysts and those who contribution information generously.

Thank you.

Strong USD stocks, Top 30 stocks to buy. So many to choose from

Ringgit weaken again. For those who are interested to know stocks benefited from strong USD or weak Ringgit, refer here.

http://politemarket.blogspot.my/2016/09/list-of-export-counters-for-us-to-buy.html

Saw many people sharing cold eye stocks below. He is one of the famous investors in Malaysia. His name is in many listed companies top 30 shareholder list.

2016年11月5日, 冷眼分享会个股关注名單 ColdEyes Top 30 Stocks Pick:

>RM 3 (高价股）
PERSTIMA, TGUAN, ASIAFILE, TAANN, SOP, UMCCA

RM 1-3 （中价股）
HEVEA, SUPERLN, PENTA, IQGROUP, ECOWORLD, RCECAP, POHUAT, JAKS, MFCB, JTIASA, FREIGHT, PRLEXUS

<RM 1 （低价股）
JOHOTIN, MBSB, OPENSYS, MMSV, SOLUTN, RGB, HOMERIZ, SENDAI, WASEONG, OCK, WCE, WILLOW

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Sell Your Mother, Sell Your Car and Sell Your House. It Is Time To Sai Lang on MFCB-WA

Don’t misinterpret, sell your mother means for those who have MFCB mother shares, may work out computation on the potential upside vs risk on the mother share vs the MFCB-WA warrant and see whether MFCB’s son the warrant has better return than the mother or not.

It is not literally sell our mothers. We all know we love our mothers.

Sell Your Car and Sell Your House, I copy these phrase from ICON. All these words are a way to say go big into it. It is not literally to sell our cars and sell our houses. Just like the famous phrase “durian drop, sarong up”. It doesn’t mean we sell our sarong to buy durian, it is a way of saying durian is extremely nice to eat.

For more info, please refer to my previous articles on MFCB-WA.

By the way, the above is not a recommendation. Always seek professional advice on shares trading. The above is something to lighten up after two weeks of boring market where the Dow Jones index dropped for don’t know how many consecutive days.

Have a nice week ahead.

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MFCB Warrant Upside Potential table

Update from my previous post. How to read the table.

RM2.23 is MFCB current share price and warrant is RM0.675.

If MFCB up 35% to RM3.00 and the warrant trade at 20% premium, then MFCB-WA will be RM1.40, 107% upside potential.

You can ignore those in blue as I don’t think that can be achieved. Because the higher the share price and warrant price, the lower the premium.

MFCB medium target price is RM3.16 given by Public Investment Bank research analyst.

If MFCB up 42% to RM3.16 and the warrant trade at 20% premium, then MFCB-WA will be RM1.60, 137% upside potential.

MFCB long term fair value is RM4.43 given by Public Investment Bank research analyst.

If MFCB up 99% to RM4.43 and the warrant trade at 0% premium, then MFCB-WA will be RM2.23, 230% upside potential.

For those who have lack of long term faith, MFCB at RM3.16 does not look super difficult. Upside potential for warrant will be 137%.

Risk?

As usual, 100% loss. Max.

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MFCB-WA can up 270% or 140% in 3 years?

MFCB Target Price RM4.43 - exercise price of RM2.20 = RM2.23

Divided by MFCB Warrant price RM0.60 = upside of 270% !!

Medium term 12 months upside is 70% +.

My conservation calculation is 140% upside for 3 years.

Workings:
MFCB have this USD500m (RM2bn) Don Sahong hydropower project which has been on track, reaching 10% completion as of Aug 2016. The deadline to complete the project is31 Dec 2019 while commercial operation is scheduled to take place in early 2020.

Public Investment Bank's analyst said expecting a more than 3-fold jump in earnings.

I also tell you the bad points, may lose 70% of Group revenue (RM51.8 X 70% = RM36.26mil) and diluting with warrants.

2015 net profit RM51.8 million.
1-fold jump in profit RM51.8 million + RM51.8mil = RM103.6 million.
3-fold jump in profit = RM51.8 X 3 + RM51.8mil = RM207.2 million 

207.2m - losing 36.26m profit = RM170.94million

Shares issued 401.9m, + warrants 67.3m = 469.2

Earnings per share RM0.364

X 10 times PE ratio = RM3.64

Warrant in the money price =  RM3.64 deduct exercise price RM2.20 = RM1.44
Warrant Price now RM0.60.
= 140% upside.

140% is a conservative figure.

For those medium term 12 months MFCB Target Price given by Public Investment Bank RM3.16.

MFCB Target Price RM3.16 - exercise price of RM2.20 = RM0.93

Divided by MFCB Warrant price RM0.60 = upside of 55% in 12 months.

12 months for sure will still trade at premium, so the upside could be 70%.

1)I use fully diluted from warrants.

2)Between now and 3 years later, MFCB may get new projects

3)The China concession expiry in 2022, another 6 years. And they may not lose it.

4)PE ratio is only 10 times. Historical is more than 10x???

5)Analyst said earning more than 3-fold. The above assumption is only 3-Fold.

Public Investment Bank analyst said . . . ..
The Laos hydropower project could fetch as much as RM4.43/share. Upon the full commercial operation of the hydropower plant, we forecast that the Don Sahong Hydropower could contribute as much as RM4.43/share (WACC: 7%) based on our DCF valuation. As of now, we apply a higher WACC of 10% coupled with a 30% discount for the risk exposure during the construction period, which yields a valuation of RM2.26/share. All-in, our SOP-based TP is revised upwards from RM2.29 to RM3.16.

Let's said we don't bother about my own analysis, purely go for MFCB target price of RM4.43 in the future, the potential upside of RM4.43 is a lot.

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List of Export counters due to Strong US Dollar

Don't play play, now is almost RM4.20.

Below are the list of export oriented stocks. They will make more profit when the USD is up.

#
I'm not saying that now is the time to buy export counters. Sharing of info only. By the way, I don't gain by sharing info, and always receive criticism. People will leave some nasty comments in my blog and facebook. Is like eating nice durian, hope others can enjoy. I'll be glad if my sharing can help others. If you think my method is wrong or need to be improved, why don't you guide me. I'm also still learning.

#
If you buy USD, USD up 1%, you make 1%. Some of the stocks below if USD up 1%, their profit could up 1.5% or some companies 2%. So, if you want to benefit from USD or hedge against USD, you may consider stocks that can gain at least 1% or more from 1% up of USD.

But some companies also will make less than 1% if USD up 1%.

#
It is also better to look for companies with good prospect, high dividend yield, high target price or fair value. In case the USD does not go up, at least the stock also can go up due to higher profit or receive good dividend.

People said avoid stocks with no prospect. They may gain from USD, but profit may down due to much lower sales.

#
The list below are 12 months ago, but most are still valid. Do your own research. Their share prices are the latest and target prices are quite recent. The target price I roughly average it if got few brokers. If I didn't indicate any target price means unable to find.

#
Some are not export stocks, but are benefited from strong USD or weakening of Ringgit (example strong Yen or Euro). They may have operations in overseas.

#
I also list those have negative impact from weakening of Ringgit.

#
Once again, sharing of information only, I may have typo or the info may be outdated. Check with your finacial planner.

#
The target price or fair value are BEFORE the straightening of USD to near RM4.20 now (RM4.15??). If USD up, the Target Price later will also be up.

#
I also list down those are negatively impacted by weakening of Ringgit. Don't mix up. DO NOT MIX UP.

POSITIVE from weakening of Ringgit:

Eversendai share price RM0.47, target price RM0.65

Rubber product manufacturers, semiconductor firms and furniture producers, because their costs are mainly in Ringgit while sales are mainly in USD.

RUBBER
Top Glove RM4.69, TP RM5.50

Supermax RM2.15, TP RM2.60

Hartalega RM4.40, TP RM4.30

Kossan RM6.25, TP RM7.50

Karex RM2.40, TP RM2.31

Furniture and Wood Related.
Homeritz share price RM0.885, Target Price RM1.09

Evergreen share price RM0.92, Target price RM1.48

Heavea RM1.25

JTIASA RM1.22

TAANN RM3.51, TP RM5.00

Latitud RM4.64, TP RM5.15

SHH RM1.77

LIIHEN RM2.93

Semiconductor or IT RELATED
Vitrox RM3.83, TP RM3.70
Last year Maybank said 1% USD up, Vitrox bottomline up 2%.

INARI, RM3.31, TP RM3.30

UNISEM RM2.70, TP RM2.85

UCHI TECH RM1.65

MPI RM7.93, TP RM8.48

EG RM0.84, TP RM1.02

Gaming.
Because some of the operations are in overseas.
GenM RM4.37, TP RM4.50

GenM family Genting RM7.76, TP RM9.15

Packaging
Daibochi  RM2.25, TP RM2.14
Tomypak RM1.66, TP RM2.00
Thong Guan TGUAN  RM4.28, TP RM4.88

OTHERS
MISC RM7.53, RM8.10

WCT RM1.65, TP RM1.85

OLDTOWN RM1.95, TP RM2.00

TIMECOM, RM8.42, TP RM7.28

Hovid RM0.375

IQGroup RM2.24, TP RM2.75

Kawan RM3.79

Asiafile RM3.68 ASIAFLE

CSCENIC RM1.69
You see this CSCENIC, there was one quarter it said although USD is strong, their profit was not good because undercut by Europe competitors. I think Euro also dropped against the USD, not sure. So you must determine whether is USD strong, or Ringgit weak.

VS??? Share price RM1.33, target price RM1.75

PRELEXUS. PRLEXUS because manufacture for NIKE.

Comcorp??

KESM??

Cimb and Unimech??? Benefit from weak Ringgit due to their Indonesia operations?

OCK probably may not benefit from strong USD but may benefit from weak Ringgit because of their South East Asia opeartions. I may be wrong but this is with my limited info.

Not sure about the below list...????
Ahb
Dps
Eksons
Eurosp
Facbind
Ffhb
Jaycorp
Lcheong
Pohuat
Sernkou
Sign
Syf
Tafi
Swscap

XXXXXXXX=======XXXXXXXXX

NEGATIVE from weakening of Ringgit. Do NOT mix up, below are negative. Bad from strong USD or weak Ringgit.

Company that import raw materials in USD but sell in Ringgit and those who have USD debt.

Automotive Sector
UMW
Tan Chong
Last year Kenanga said 1% fluatuation in USD, UMW's bottomline could be affected by 3%. Tan Chong is 6%.

Berjaya Auto RM2.30, TP RM2.55

DRBHCOM RM1.34, TP RM1.31

MBMR RM2.52, TP RM2.68

Aviation/Airlines
Because many borrowings are in USD. Fuel cost also. Unless they have hedged it.

AirAsia
You guys know AirAsia much better than me.

Telco?
Many telcos have borrowings in USD.

Axiata RM5.32, TP RM5.20

TM

MAXIS

ASTRO.
Because most content costs are in USD but sales are in Ringgit.

Others
Nestle
TCM
TENAGA
SUNWAY- USD debt
IJM- USD debt
F&N
GAB GUINNESS HEIM      HEINEKEN MALAYSIA BERHAD

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