Highlights

Smartinvestor88 - Fundamental Stocks Finder

Author: smartinvestor88   |   Latest post: Tue, 11 Aug 2020, 11:59 PM

 

BAT (4162) – Covid-19 Vaccine Trials by British American Tobacco’s Kentucky BioProcessing division

Author: smartinvestor88   |  Publish date: Tue, 11 Aug 2020, 11:59 PM


I have come across news on BAT (4162) ultimate holding company - British American Tobacco P.L.C USA (NYSE: BTI) subsidiary - Kentucky BioProcessing is developing a potential vaccine for COVID-19 and is now in pre-clinical testing. If testing goes well, BAT is hopeful that, with the right partners and support from government agencies, between 1 and 3 million doses of the vaccine could be manufactured per week, beginning in June.  However, BAT still awaiting FDA permission to kick start vaccine trials as of 31 Jul 2020 based on the latest news as follow:

 

British American Tobacco says it's awaiting FDA permission to start COVID-19 vaccine trials

Published: July 31, 2020 at 3:00 a.m. ET

British American Tobacco's Kentucky BioProcessing division has applied and is awaiting U.S. Food and Drug Administration approval to start a trial of its COVID-19 vaccine, said Kingsley Wheaton, the company's chief marketing officer, in an interview with MarketWatch. He said that approval to begin testing could be "pretty imminent." The unit already has FDA approval to test an influenza vaccine.

 

 

More relevant websites about BAT investing into Covid-19 vaccine as follows:

 

https://www.fool.com/investing/2020/06/02/british-american-tobaccos-covid-19-vaccine-may-ent.aspx

 

https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOBNHBWR

 

https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOBPMBZC

 

https://www.bloomberg.com/news/articles/2020-05-15/cigarette-maker-s-coronavirus-vaccine-poised-for-human-tests

 

BAT (4162) is a member of the BAT Plc Group, being fifty percent (50%) directly held by British American Tobacco Holdings (Malaysia) B.V., a corporation incorporated in the Netherlands which is indirectly a subsidiary of BAT Plc.

 

Will BAT (4162) benefited from the Covid-19 vaccine trial by ultimate holding company???

Will BAT become 2nd HWGB to limit up???

 

Based on today's closing price of RM10.26, the price is seem very resonable

Disclaimer: Please buy at your own risk

Labels: BAT
  Be the first to like this.
 
soros228 Any update?
12/08/2020 12:09 AM
greedy44444 Bullsh#t article
12/08/2020 12:57 AM
khanchoon how this vaccine benefit BAT malaysia?
13/08/2020 12:30 PM

EDGENTA (1368) – PRIVATISE BY KNB???

Author: smartinvestor88   |  Publish date: Sun, 9 Aug 2020, 11:58 PM


The Covid-19 has provided opportunity for healthcare related companies – gloves and glove related, face masks, PPE, hospital beds and respirators and among others which the share price have been double fold or more.

 

However, Edgenta – being the HEALTHCARE Service Provider (which healthcare support contribute almost 50% of the total revenue) the share price yet to move. The share currently trading at RM2.12, a 12.8% higher than the lowest price of RM1.88 (52 weeks highest of RM3.52 on Sep 2019 and lowest of RM1.88 on Mar 2020). As compared to other healthcare companies like Pharma, Dpharma, YSPSAH, Kotra and among others – which the share prices have been double from their 52 weeks lowest.

 

NTA: RM1.83

PE: 11

EPS:19.27 cents

Divident Yield: 6.4%

 

Edgenta has registered a compounded annual growth rate (“CAGR”) of 13.4% in core revenue from RM1.27 billion in 2014 to RM2.38 billion in 2019, while core PAT has risen at a CAGR of 13.2% from RM101.0 million to RM188.0 million during the same period.

 

The Company has recently awarded a contract worth RM284.02 million to provide hospital support services to the Ministry of Health of Singapore’s restructured hospitals. The Covid-19 in Singapore still recorded 3 digits cases everyday with cumulative of 55k cases YTD. With the high cases of Covid-19 recorded in Singapore, the award will definitely benefit Edgenta.

 

All analysts are positive on the new contracts and upgraded its rating tobuy” with a higher target price.

RHB: RM2.75

HLG: RM2.63

MIDF: RM3.23

 

The order book of the Company currently stood at RM14bil. With the additional of RM284mil contract awared by Ministry of Health of Singapore, it can last the Company for 6 – 7 years based on revenue of RM2.38bil in year 2019.

 

Edgenta is 69.14% owned by UEM Group and UJSB (5.81%), and heavily held by local fund as below. The shares held by small shareholders/investor are less than 7%. That mean the shares can easily push up by the local fund.

 

 

KNB is said looking to PRIVATISE EDGENTA at price of RM3 – RM4 due to underperform share price of the later. Not sure how true the source (Note: please buy at your own risk). Personally I believe this share worth more than RM3 even without the privatisation deal. I have bought this share recently.

 

Disclaimer:

Above sharing is not to asking you to buy, buy or sell depends on your own judgement and due diligence. Please buy at your own risk.

 

 

 

Labels: EDGENTA
  Be the first to like this.
 
blood7 loves kavalan solist sourced from someone's uncle in the fising trip?

Kazanah long time already looking to SELL, not privatize.....
https://www.klsescreener.com/v2/news/view/630752/shart-position-what-s-next-for-uem-edgenta

this counter heavily under controlled, no need to try to push lah....

>>>>>>>>>>>
"KNB is said looking to PRIVATISE EDGENTA at price of RM3 – RM4 due to underperform share price of the later. Not sure how true the source (Note: please buy at your own risk)."
>>>>>>>>>>>
10/08/2020 1:06 AM
greedy44444 wow this naive big shark thought big funds will stay sidelines watching the price move up in one direction, big funds will grab any opportunity to sell if the price moves too fast...keep your dream alive (privatise edgenta ? what a beautiful headline to cheat small fish again)
10/08/2020 8:10 AM
greedy44444 Retired uncle must be your head of big shark or leader of market manipulator ??
10/08/2020 8:12 AM
greedy44444 Some useless company even with big contract also reported big losses in their qr or only managed to get small profit because of huge expenses incurred during the time of the contract.
10/08/2020 8:18 AM
Keyman188 Q1 - Net profit dropped by 64%

Q2 - Expected very very red & ugly performance


** Not the right time to bet in

## Very very high possibility soon break below RM 1.80
10/08/2020 8:19 AM
paperplane Post removed. Why?
10/08/2020 8:24 AM
dinghai “We are positive on UEM Edgenta’s ability to clinch more regional healthcare support businesses, while Covid-19’s impact on the group’s near-term profitability has largely been priced in,” he added.
10/08/2020 9:49 PM

XDL (5156) – Another Limit Up Counter???

Author: smartinvestor88   |  Publish date: Wed, 5 Aug 2020, 11:57 PM


Today, Jerasia Capital (8931) hit limit up of RM0.30 closed at RM0.63. Jerasia which had announced for EXPANSION OF BUSINESS INTO HEALTHCARE SEGMENT VIA THE MANUFACTURING OF PERSONAL PROTECTION EQUIPMENT (PPE) PRODUCTS on 3 Jul 2020 has finally move up today.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3065746

 

I had performed studies check on Bursa Malaysia website and found majority of the stocks linked to Glove and Glove related business, PPE and Masks (Pandemic Bandwagon) have saw their price SKYROCKET. Left with XDL, the only PPE and Masks manufacturer where the share price yet to move.

 

I had shared an article on XDL (5156) this morning - “XDL (5156) – Another Personal Protective Equipment (PPE) and Masks counter yet to be discovered in Bursa”

https://klse.i3investor.com/blogs/smartinvestor88/2020-08-05-story-h1511531812-XDL_5156_Another_Personal_Protective_Equipment_PPE_and_Masks_counter_ye.jsp

 

XDL is a good fundamental company with NTA of RM0.80 per share, PE of 4 and net cash position of RMB854,859,000 or RM512.9mil (RM0.28 per share) compared to current market value of RM117mil.

 

XDL currently trading at RM0.065 with:

52 weeks lowest price - RM0.055

52 weeks highest price - RM0.175

 

Based on the share price above, XDL is yet to move and high volume was recorded on 4 Aug 2020. A buyer who buy in the share at RM0.065 - RM0.07 has limited downside risk while potential upside gain of more than 300% and more (based on my personal target price of RM0.30). If the price hit limit up of RM0.30, investor of XDL will book in 461% gain based on closing price of RM0.065.

 

I will continue to sell off my remaining shares in ESCeramic at the right price tomorrow and change to XDL.

 

Disclaimer:

Above sharing is not to asking you to buy, buy or sell depends on your own judgement and due diligence.

 

 

Labels: XDL
  Be the first to like this.
 
duragonn Nexgram is one of these also right? Could be both
06/08/2020 12:26 AM
Za1234 Reasons...?
07/08/2020 9:59 PM
michaelwong XDL have a broad based shares dilution and usually shares with broad based shares dilution needs heavy volume to move shares price. Can anyone mind to share the overall XDL shares dilution amount ?
09/08/2020 11:19 PM

XDL (5156) – Another Personal Protective Equipment (PPE) and Masks counter yet to be discovered in Bursa

Author: smartinvestor88   |  Publish date: Wed, 5 Aug 2020, 10:57 AM


My last post on ES Ceramics Technology Bhd (0100) – Potential LIMIT UP STOCK (dated 14 Jul 2020) which some readers commented too much imagination or unrealistic target price. Imagination might come true. ESceramic has hit limit up for 2 consecutive days. I have sold off some shares to realise my profit and swap to XDL as I believe this counter will become another ESceramic.

https://klse.i3investor.com/blogs/smartinvestor88/2020-07-14-story-h1510541792-ES_Ceramics_Technology_Bhd_0100_Potential_LIMIT_UP_STOCK.jsp

 

WHY XDL??? XDL is an investment holding company which engaged in the business of designing, manufacturing, and marketing of sports shoes as well as designing and marketing of sports apparel, accessories, and equipment. During the Covid-19 pandemic, XDL has venture into “Stylish, Reusable and Washable Protective Masks” and supplies PPE products. Reader may refer to the announcement made in Bursa Malaysia website for more details.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3055868

 

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3044220

 

With recent limit up of all gloves, PPE and masks related counter (which have increase more than 100% and more over the last 2 weeks like Notion, ESCeramic, HLT, Carepls, K1 and MQTech), I strongly believe this counter has a huge potential to go up to RM0.30 and more (which is 400% based on closing price of RM0.065 as at 4 Aug 2020). The cash and bank balances as at 31 Mar 2020 was RMB867,259,000 with minimal borrowing of RMB12,400,000. That mean XDL at net cash position of RMB854,859,000 or RM512.9mil (RM0.28 per share) as compare to current market value of RM117mil.

 

Why don’t the Company distribute the cash and bank balance as dividend to shareholders? From my understanding from a friend who currently worked in Parkson, any company located in China need to seek approval from the China Government to remit the fund overseas and the process is time consuming and difficult. You may refer to financial statements of Parkson which the cash and bank balances are high and majority from China subsidiaries.

 

I will continue to sell off my remaining shares in ESCeramic at the right price and change to XDL.

 

Disclaimer:

Above sharing is not to asking you to buy, buy or sell depends on your own judgement and due diligence.

 

Labels: XDL
  2 people like this.
 
fl888 very likely ....buy some now ...tks
05/08/2020 1:30 PM
DickyMe Rest in Pieces!
06/08/2020 7:22 PM

ES Ceramics Technology Bhd (0100) – Potential LIMIT UP STOCK

Author: smartinvestor88   |  Publish date: Tue, 14 Jul 2020, 2:57 PM


ES Ceramics currently running full capacity at both manufacturing plants in Ipoh Malaysia and Thailand to meet the high demand from Glove Companies. The PAT for Q1 2021 (Jun – Aug 2020) is expected to be RM4mil – RM5mil. If to annualised X 4 quarters, PAT for FYE 31 May 2021 is expected to be RM16mil – RM20mil.

Based on PE of 10 – Target Price = RM0.76 – RM1

Based on PE of 15 – Target Price = RM0.761.14 – RM1.5

Based on PE of 20 – Target Price = RM1.52 – RM2

 

All the 4 major glove players (Topglove, Harta, Kossan and Supermax) are looking for expansion by building more factories to meet the high demand of gloves globally. All the new factories will definitely need MORE HAND FORMERS.

INVESTMENT BANKS HAVE CONSTANTLY RERATING UPWARD ALL 4 MAJOR GLOVE PLAYERS TO HIGHER AND EVEN HIGHER PRICE TARGETS. THIS IS THE BEST TIME TO BUY GLOVE PRODUCTION SUPPORTING COMPANIES LIKE ES CERAMIC.

 

MY PERSONAL TP IS RM2 FOR ES CERAMIC. WATCH OUT THIS STOCK.

 

 

 

 

 

 

 

Disclaimer: This article should not be viewed as a buy or sell any of the stock mentioned herein and shall not be responsible for any losses resulting from investment.

 

  Be the first to like this.
 
KINGCOBRA too much of imaginations lol
14/07/2020 3:58 PM
greedy44444 My personal TP is RM20
14/07/2020 6:55 PM
mkmike The last time esceram had experienced a 20/40EMA Golden Cross on its monthly chart was way back in Sept 2013. Soon after the Golden Cross occurence, its share price went up for the next 8 months consecutively. Fast forward 7 years later, on the month of June, ecsceram has yet again reached a 20/40EMA Golden Cross on its monthly chart.

Will the TP RM2 plausible? Judging by the projected earnings and sales for the coming months, I think it's very likely.
14/07/2020 7:25 PM
nickcome508 Sharks are collecting, hold tight & sell high...
21/07/2020 9:20 AM
mkmike History will always repeat itself.
01/08/2020 2:50 PM

ES Ceramics Technology Bhd (0100) – Running full capacity to meet the demand from Glove Companies

Author: smartinvestor88   |  Publish date: Mon, 13 Jul 2020, 10:01 AM


ES Ceramics Technology Bhd manufactures and distributes ceramic hand formers. Its products offerings include examination formers, surgical formers, household formers, and breatings bag and balloon. Its formers are for continuous industrial use under heavy-duty conditions, to withstand the complex processes involving heat and chemicals to produce gloves.

 

ES Ceramics currently running full capacity at both manufacturing plants in Ipoh Malaysia and Thailand to meet the high demand from Glove Companies. This can be shown in Q3 2020 (Dec 2019 – Feb 2020) results which improvement in Sales and Profit compared to Q3 2019. Sales and Profit for Q4 2020 is slightly better than Q4 2019 due to closure of plant during the MCO.

 

For Q1 2021 (Jun – Aug 2020), the results will definitely improve as the Company running at full capacity. Both manufacturing plants have an outstanding order book of more than 1 million pieces of glove formers. The Company has increase the ASP as a results of high demand from glove companies.

 

Both Luxchem and Texchem linked to glove companies have moved recently. WATCH OUT ES Ceramic.

 

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-04-24-story-h1506110752-ES_CERAMIC_0100_WILL_ALSO_JOIN_COMFORT_GLOVE_SUPERMAX_LUXCHEM_ADVENTA_I.jsp

 

Labels: ESCERAM
  2 people like this.
 
VenFx Give u big like !
13/07/2020 4:01 PM
VenFx The only & last

GLOVE BOON PROXY
in ACE MARKET
13/07/2020 4:02 PM


APPS
I3 Messenger
Individual or Group chat with anyone on I3investor
MQ Trader
View Trading Signals and run Live Backtest
MQ Affiliate
Earn rewards with MQ Affiliate Program
 
 

248  821  476  603 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 AT 0.10+0.005 
 DGSB 0.195-0.03 
 VIVOCOM 0.05+0.005 
 AEM 0.16+0.005 
 GPACKET 0.46-0.02 
 MAHSING 0.91-0.05 
 DATAPRP 0.18-0.015 
 HWGB 0.755-0.025 
 LUSTER 0.15-0.015 
 TRIVE 0.010.00 

FEATURED POSTS

1. The Equity Market Index Benchmark in Malaysia CMS
2. Trading Scenarios of Derivatives Bursa Derivatives Education Series
3. Derivatives 101 Bursa Derivatives Education Series
4. Why Trade FKLI? Bursa Derivatives Education Series
5. MQ Trader - Introduction to MQ Trader Affiliate Program MQ Trader Announcement!
PARTNERS & BROKERS