AT (0072): Future 48 lines (1 single former & 47 double former)Author: koolset
What to know from the pictures above: - 48 lines (1 single former & 47 double former) - 48 lines will be producing 822.96 million gloves per month (9.8billion gloves per year) - Every 100 pieces of nitrile gloves can be sold for at least USD$20 (according to ebay & not including shipping fees)
What else we need to know: - The amount of capital needed to build and set up for second factory in kamunting. - The time duration it will take to finish all 48 lines. - The method to raise fund for setting up and build second factory in Kamunting.
What to know about AT management: - Likelihood of more ESOS, PP, SIS or RI in the future. - There is little to no chance that the company will buyback shares - More likely to invest their fund into companies that are losing money in QR. - They do not wish to answer most of their shareholder questions during any Q&A seminar and tries to cut it short. - They are able to keep their promises regarding the date of completion for each glove lines.
Why share price movement of AT fall sharply: - Negative Quarter Reports - News of ESOS, PP, SIS & RI - News related to Kenneth Vun & gang (Many thinks that SEC will investigate AT management if its true) - Chart showing less or no bankers chips - Glove counters falling
What could make share price movement of AT to rise sharply: - Positive Quarter Reports - Directors or company buyback shares - No news regarding SEC investigation towards AT management after a long period of time (Means, there is nothing to investigate) - Chart showing high volume of banker chips - Glove counters rising - Change of management to someone who is reputatable (good) with a strong sense of leadership Labels: AT   Barbehind JUST GO GORENG UP ASDION SHARES. LINE OR NOT LINE NOBODY CARES. FINISH UP FAST ALL CAN CASH OUT. 14/04/2021 2:10 AM contalk Promote so much trap people. What line. 1000 line also useless, nothing for small investors. Only more shares printed and sell down. Pump little trap and then sell down. Who buy who die. 14/04/2021 4:50 PM fazil ya agree 1000 lines or 1 million lines, the rakyat(retailers) don't have the confidence on the current management of AT. Everyday have bombard with negative views & comment from the rakyat in the AT forum in I3investor. 15/04/2021 5:23 PM bigconjob Focus is different, its pure willing buyer willing seller. Can't blame. They did not ask you to buy. Not like AT Bhd, keep posting news. Control by 1 person is not true. It's a group of people. Again, you don't like don't buy. Free market. https://klse.i3investor.com/blogs/vunyunlunmakesiewwei/2021-03-30-story-h1543074437-_Updated_Kenneth_Vun_the_John_Soh_of_Malaysia_RM20_billion_Securities_F.jsp 16/04/2021 12:20 PM  AT (0072) - EGM, ESOS & Slideshows (12 April 21)Author: koolset
Thank you, Faiz for the pictures. Labels: AT arv18 these dirty con man, scum bags, give the chinese business community a bad name. 12/04/2021 9:13 PM fazil Looks like AT price will stay below 15 Cents, then once awhile it will spike to 20 cent, then back to below 15 cents range next few years. Business looks good but the management is not credible enough. 13/04/2021 10:29 AM smc810226 they do not expect the golve profit. they reported profitable of glove on 2022 13/04/2021 11:24 AM Strong Growth In Rubber Glove Industry (Future)Author: koolset
The art of successful investment lies in the choice of certain industries that are most likely to grow in the future.
Computer Industry:
In 1977, Smart Investors would have long ago have recognized the great growth possibilities of the computer industry. The price tag of TRS-80 desktop computer back then was $600 and only 3,000 units were made and sold that year. After that production continue to grow while keeping cost low, with enough marketing they managed to sell 10,000 units the following year. Keep in mind, prices back then was expensive. As compared to typewriters which cost around $450. At that time, an average salary of a US citizen was $13,000 per year. Not to mention the cost of repairs and services was high back then too. It grew popular overtime and production increases over time to meet demand.
In Year 1990s, tech stock was doubling in value everyday and by the end of 2002, the share price drop from 15.00 to 5.00. People called it tech-bubble back then. Most investors have sold and moved on to another industry but the Smart Investors average down and hold. At the start of year 2004, the share started to pick up and the rest was history (look at Nasdaq).
Another example is Ford, an automobile company if you are not familiar. In the early stages of their diffusion, automobiles were essentially assembled by hand, making them very expensive and affordable only to a small (wealthy) segment of the population. As the production efficiency of the assembly line was improved by Ford (among others), the cost of an automobile was substantially reduced through a division of labor and economies of scale. When the Ford Model T was introduced in 1908, it cost about $950 (nominal dollars), with only 10,000 units produced. By 1924, 2 million units were produced at the cost of $300 each, making it one of the most mass-produced cars in history, with a total of 16.5 million units. World War I had disruptive impacts on car production, making resources temporarily more expensive. As soon as the war ended, the improved productivity trend resumed. Another automobile company that grew alongside was Harley-Davidson (motorbike company).
What are the similarity between these tech and automobile industry at that time? Heavy-manpower and Demands.
All that changed when certain companies decides to invest in new machineries that requires less manpower to increase a much higher capacity output. Costs to produce became cheaper too overtime. It took a few years to breakeven but it was worth it when the companies started profiting onwards. The increase of share price followed after that.
Do keep in mind, there were many many competitors in those industries but many faded away due to unable to keep price low, cost low and the inability to invest in new machineries to achieve those.
Healthcare Industry (Glove): (Next-in-line)
You may not agree but gloves is an essential part in our daily life and demand will increase. Government around the world understands the importance of gloves during a pandemic.
If you are someone who prefers long term, my advise is to make sure your choice of company are the one that invests in new machineries that uses less manpower AND produces a higher volume of production output later on. Not to mention, low overhead BUT also be mindful to keep a certain standard of quality for all its product.
I cannot advise which company to buy as it will reflect bias view. You have to do your own research for that. My advise is you have to be strong enough to hold any shares that you believe in as long as you can because there will be time that share price will fluctuate unknowingly. Just like Nasdaq stock if you bought and hold $15 in year 2002 (drops to $5 after a few months), your share value today is above $140.
Good luck in your trading!
Potential Investors (Long Term Banker Chips)Author: koolset
The below are companies that I listed that has invested in penny stocks from as low as 0.10.
List of Banker Chips: 1. UrushaJamaahrta 2. Kenanga Investors Bhd 3. Phillip Capital Management Sdn Bhd 4. WEISER GLOBAL CAPITAL MARKETS LTD. 5. Employees Provident Fund Board 6. Phillip Securities Pte Ltd 7. Affin Hwang Asset Management Berhad 8. Maybank 9. AIA Bhd 10. CIMB Bank Berhad 11. UBS AG Singapore 12. Great Eastern Life Assurance (Malaysia) Berhad 13. Vanguard Total International Stock Index Fund 14. State Street Bank & Trust Company 15. Prulink Equity Fund 16. Vanguard Emerging Markets Stock Index Fund 17. Citibank New York 18. Norges Bank 19. Maybank Investment Bank Berhad IVT 20. Public Islamic Dividen Fund 21. Public Islamic Select Treasures Fund 22. Citibank New YorkPeople's Bank Of China 23. Public Islamic Opportunities Fund 24. Government of Singapore 25. Samsung Asean Securities Master Investment Trust 26. UBS AG 27. Tokio Marine Life Insurance Malaysia Bhd 28. Acadian Emerging Markets Small Cap Equity Fund 29. Arrowstreet US Group Trust 30. The Central Depository (Pte) Limited 31. Bank of Singapore Limited 32. Firstway United Corp 33. Kumpulan Wang Persaraan (Diperbadankan) 34. MFP Capital Corporation 35. Citibank New York 36. Public Islamic Dividend Fund 37. Areca Capital Sdn Bhd 38. Barclays Capital Securities Ltd 39. UOB Kay Hian Pte Ltd 40. PMB Shariah Aggressive Fund 41. The Miri Strategic Emerging Markets Fund LP 42. Kenneth Rainin Foundation 43. Diamond Silk International Sdn Bhd 44. The Emerging Frontiers Master Fund, Ltd 45. Double River Investments Limited 46. Pension Reserves Investment Trust Fund 47. Eastspring Investmentssmall-Cap Fund 48. Credit Suisse 49. Annedjma Capital Sdn. Bhd. 50. DFA Emerging Market Core Equity 51. DFA Emerging Markets Small Cap Series 52. Medline Industries Inc. 53. Stichting Depositary APG Emerging Markets Equity Pool 54. SBL of Morgan Stanley & Co. International Plc 55. Retail Employees Superannuation Trust 56. JP Morgan Chase 57. Sanston Financial 58. Standard Chartered Singapore 59. Members One Venture Fund 60. Nomura PB 61. Petroworld Investments Inc 62. Guoline (Singapore) Pte Ltd
etc...(too many)
The one i listed above are mostly companies that invested in gloves sector. AT (0072) - Owns 29.30% of TRIVE (Why?)Author: koolset
AT company has spent an amount of RM32,999,217.13 to buy TRIVE shares. Each share that represents RM0.11. Trive is a company that is involved in the trading of solar panels and related products as well as construction and property development. Share price of Trive has fallen since year 2017 from RM3.16 to RM0.12 today. Annual net profit has been in the negative for many years as well. ***** Why did AT buy more of Trive shares? (Knowing Trive has terrible reputation and horrible share price movement) First of all, Mr Choong Lee Aun & Mr Yong Man Chai are Directors of AT and Trive. The purpose for this investment is to allow Trive to obtain full control of Persoft Tower (office building with MSC status) strategically located in close proximity to busy suburbs such as Damansara Jaya, Damansara Utama, Bandar Utama, Ara Damansara and Kota Damansara. ***** What is MSC status? MSC Malaysia status is a recognition by the Government of Malaysia through the Multimedia Development Corporation (MDeC), for ICT and ICT-facilitated businesses that develop or use multimedia technologies to produce and enhance their products and services. ***** What are the benefit of receiving MSC status? Below are some of the incentives granted to MSC Malaysia status companies : - Provide or heavy user of IT & multimedia products & services - Pioneer Status privilege with a five (5) + five (5) year 100% exemption from taxable statutory income (on income derived from qualifying activities) starting from the date when the company starts generating income, renewable to 10 years - 100% Investment Tax Allowance (ITA) on new investments made in MSC Malaysia Cybercities/Cybercentres, commencing from the date on which the first qualifying capital expenditure is incurred. - Eligible for R&D grants (for majority Malaysian owned MSC Malaysia status companies) - Freedom to source capital globally for MSC Malaysia infrastructure and the right to borrow funds globally. - Freedom of ownership by exempting companies with MSC Malaysia status from local ownership requirements. - Unrestricted employment of foreign knowledge workers. - Duty-free importation of multimedia equipment, provided that the equipment is used by the company in the operation of its business, and not for direct sale and trading or use as components in manufactured items. - Globally competitive telecommunication tariffs and services guarantees if MSC Malaysia status companies are located within the MSC Malaysia. - Intellectual property protection and a pioneering and comprehensive framework of cyberlaws can be enjoyed by MSC Malaysia status companies irrespective of location. ***** The other benefits of full control of Persoft Tower To enhance and extract the value of Persoft Tower, thus enjoy all the future benefits that may accrued from Persoft Tower that comes with rental income and potential capital appreciation in its market value. Trive Property has considered to turn the property into a boutique hotel. Selling points being it is in a strategic location and good accessibility. *****
If you have any other info or if what i wrote is incorrect, do comment below so that i can edit it.
Reference: https://mymscoffice.wordpress.com/malaysia-msc-status-offices/ https://www.cbdoffice.com.my/office/persoft-tower https://klse.i3investor.com/insider/substantialShareholder/0118/25-Feb-2021/509915_3050831935.jsp https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=112104&name=EA_GA_ATTACHMENTS
onionchong You're just describing what people already knew. You failed to explain why AT spent so much to purchase a commercial building (unrelated to its business) instead of spending on glove production? They haven't even started to generate revenue from gloves and now they're diverting their money to something totally unrelated to their business. What a joke. 26/02/2021 10:56 AM  Dongibap You don't need to get married first only then buy a house. If you can afford to buy a house before you get married, why not? Don't be so onion la. Although onion sedap in karibap. 26/02/2021 4:15 PM Ikanbilis999 so???buying a loss making company also a news??? can goreng up or not 26/02/2021 4:16 PM  koolset Onionchong, I can't speak for AT. Money wise. There are no news that is saying AT need more money for the 13 lines now. I can only assume that they have enough money for that. Plus they confirm on media that in June, all 13 lines will be completed. AT has a habit to diversify their businesses too and this is not new. If you have invested in AT because of glove, try to hold until June and see how it goes because that is the main picture after all. If your heart cannot take because of management decision, you know you must exit. 26/02/2021 4:39 PM myboss pisang goreng expert to koey tiaw seller both AT & ttive banana boat, nothing else 27/02/2021 12:18 AM koolset I can't answer if it is a wiser decision or not. I am not part of the management. I am just an investor that compiles as much information as possible into a piece of article for us then it is up to each one of us to decide to continue or not. 28/02/2021 7:02 AM jjyeo if you are not vested, you wont waste your time recycling info we already know, unless you want to pump it up..lol 28/02/2021 9:24 PM koolset Jjyeo, all these info that i gotten may be obvious to you. However it is also for those who could not find these info. And yes, i want the share to go up as much as another AT investor because AT shows progression day by day. Nothing wrong with this mindset. 01/03/2021 6:27 PM sting79 Has worked in Persoft tower back in 2018. The condition of the public facilities is very bad there eg. toilet is not properly maintained, ladies would be afraid to go in there haha! Even the single mamak restaurant in the whole building looks like your prison canteen. Location wise? If not driving, have to walk to nearby bus sign then take the bus to train station. Very few restaurants nearby, got a club next door, another skyscrapper building in construction nearby. Good thing is surrounding area is a quiet neighborhood. 02/03/2021 6:55 PM Why share price fall during acquisition (land, factory, company and expansion)Author: koolset
1. Investors believe the premium paid for the target company is too high (Therefore, investors sold their shares) 2. There are problems integrating different workplace cultures. 3. Regulatory issues complicate the merger timeline. 4. In some cases, management power struggles hamper productivity that leads to poor management and slow progress. 5. Additional debt or unforeseen expenses are incurred as a result of the purchase..
Lessons: 1. When one company acquires another company, the stock price of the acquiring company tends to dip temporarily, while the stock price of the target company tends to spike by right. 2. The acquiring company's share price drops because it often pays a premium for the target company (land or etc), or incurs debt to finance the acquisition. 3. The target company's short-term share price tends to rise because the shareholders only agree to the deal if the purchase price exceeds their company's current value. 4. Over the long haul, an acquisition tends to boost the acquiring company's share price.
Exceptional rules when acquiring another company:
2. This holds particularly true if the target company is saddled with large amounts of debt, and cannot obtain financing from the capital markets to restructure that debt.
Pre-Acquisition Volatility 2. Rumor of a merger can trigger volatility that can be profitable for investors, who often buy stocks based on the expectation of a takeover. 3. But there are potential risks in doing this, because if a takeover rumor fails to come true, the stock price of the target company can precipitously drop. 4.Generally speaking, a takeover suggests that the acquiring company's executive team feels optimistic about the target company's prospects for long-term earnings growth. 5. And more broadly speaking, an influx of mergers and acquisitions activity is often viewed by investors as a positive market indicator in order for the company to earn bigger profit in the coming future.
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