Pages - Menu

Tuesday, October 27, 2020

[Humbled Investor] Supermx - Superb results - Estimation on Next QR Results

According to Management, the highest ASPs has not been reflected in the quarter results announced earlier today.

New plant #12 has been fully commissioned (100%) in this quarter with installed capacity of 2.2 billion gloves.

Based on the basic assumption, we expect next quarter results to grow QoQ albeit at a lower pace.

Join our FREE telegram channel:
https://t.me/humbledinvestordiscussion
_________________________________________________________

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.










Sunday, October 25, 2020

[Humbled Investor] Careplus - Actual performance that exceeded market expectation

[Careplus - Actual performance that exceeded market expectation]

Join our FREE telegram channel to get the FULL detailed report.

Careplus Group has delivered stellar performance in Q3 2020 with historical high revenue and net profit ever achieved. This is beyond our expectation given that Careplus Group has sold 50% stake of its wholly owned subsidiary to Ansell.

Higher sales quantity, higher selling price, higher utilization rate and better capacity output leads to higher gloves sales in Q3 2020. If we look at the operation margin by comparing the preceding quarter, the EBITDA margin has increased from 23% to 38%, representing a surge of 15 percentage points which are due to better production efficiencies. This eventually also shows that the....

Join our FREE telegram channel to get the FULL detailed report on our analysis on Careplus Group and our opinions on the future of gloves!

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.







Friday, October 23, 2020

[Humbled Investor] Mi Technovation - The risk of setting up a new plant

[Mi Technovation - The risk of setting up a new plant]

However, from the start of our coverage on Mi (24 May), the share price has sky-rocket from RM2.38 to RM4.68 (+97%). This is contributed by the strong growth prospect from the new factory and high margin business despite the risks of running a new factory which is discussed in the slides above.

You may refer to here for Mi's business overview (with competitive advantages explained) and why I did not invest in Mi last year.
https://humbledinvestor.blogspot.com/.../mi-technovation...

Follow us and don't forget to share this to your friends!
_________________________________________________________

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.









[Humbled Investor] As an investor, here are the 5 questions you should be asking yourself now

[As an investor, here are the 5 questions you should be asking yourself now]

Lucky for you, we might have the answer you are seeking for!
_________________________________________________________

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.









Thursday, October 8, 2020

[Humbled Investor] Mr DIY IPO: Hard Truth about Mr DIY IPO

[Mr DIY IPO] Do you know what is the intention for the promoters to sell their shares (offer for sales) amounting to 80% out of the total shares being offered to the public?

Would you invest into a PE 31x retail company at this kind of environment where some businesses are barely surviving?

Let us know your thoughts at the comments below! Happy to discuss!
_________________________________________________________

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.









Sunday, October 4, 2020

[Samaiden IPO ends at 5pm Tomorrow!] Not everyone will tell you, but these are the things you should know before it's too late! 

Should you subscribe the IPO?
_________________________________________________________

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

No buy call. No sell call. No bullshit. Only content.

If you think the article / information is useful to you, you can <SHARE> this article and support us by <LIKE> and <FOLLOW> our Facebook page "Humbled Investor". Thank you so much for supporting.