Hi guys,
1. LUXCHEM ((5143)
LUXCHEM HAS 35% OF ITS PRODUCTS IN GLOVE NITRILE & GLOVE LATEX CHEMICALS
Our investigation showed that LUXCHEM has fully PRESOLD All Its Glove Chemicals by up to Mid 2021.
Its ASP (Average Selling Price) until Mid 2021 has gone up more than 100%
Producing the same amount of Glove Chemical without additional cost its profits kept increasing and now doubling
And Insiders are buying and buying
| DATUK KWAN FOH KWAI | 10-Sep-2020 | Acquired | 50,000 | - |
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| DATUK KWAN FOH KWAI | 09-Sep-2020 | Acquired | 50,000 | - |
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| MADAM CHIN SONG MOOI | 09-Sep-2020 | Acquired | 300,000 | - |
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| MR TANG YING SEE | 09-Sep-2020 | Acquired | 300,000 | - |
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| DATUK KWAN FOH KWAI | 08-Sep-2020 | Acquired | 50,000 | - |
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| MADAM CHIN SONG MOOI | 07-Sep-2020 | Acquired | 400,000 | - |
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| MR TANG YING SEE | 07-Sep-2020 | Acquired | 400,000 | - |
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| MADAM CHIN SONG MOOI | 04-Sep-2020 | Acquired | 50,000 | - |
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| MR TANG YING SEE | 04-Sep-2020 | Acquired | 50,000 | - |
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| MADAM CHIN SONG MOOI | 03-Sep-2020 | Acquired | 500,000 | - |
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| MR TANG YING SEE | 03-Sep-2020 | Acquired | 500,000 | - |
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| DATUK KWAN FOH KWAI | 18-Aug-2020 | Disposed | 50,000 | - |
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| MADAM CHIN SONG MOOI | 14-Aug-2020 | Acquired | 500,000 | - |
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| MR TANG YING SEE | 14-Aug-2020 | Acquired | 500,000 | - |
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| MADAM CHIN SONG MOOI | 13-Aug-2020 | Acquired | 148,100 | - |
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| MR TANG YING SEE | 13-Aug-2020 | Acquired | 148,100 | - |
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| DATUK KWAN FOH KWAI | 12-Aug-2020 | Acquired | 100,000 | - |
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| MADAM CHIN SONG MOOI | 12-Aug-2020 | Acquired | 2,556,500 |
These Insiders strong buying also happened in Prolexus
Now that Prolexus good results are out people are madly chasing
DON'T CHASE PROLEXUS NOW!!
LUXCHEM IS A BETTER OPTION. GOOD RESULTS EXPECTED TO BE OUT SOON
TOPGLOVE, HARTALEGA AND OTHERS ARE CUSTOMERS OF LUXCHEM
2. JAYA TIASA (4383)
JTIASA HAS 300,000 ACRES OF MATURING PALM OIL IN SARAWAK
With CPO Prices reaching Rm2,800 to Rm3,000 a tonne the Profits & Results of Jtiasa will EXPLODE UPWARD SOON
A check with its last Quarter Result showed GREAT IMPROVEMENTS
It was Rm90 Millions in IMPAIRMENTS that negated the good results. If not Jtiasa WILL REPORT A GOOD Profit
If we take away the One-Off Impairment of Jtiasa PPE (Property/Plant/Equipment)
THERE IS A PROFIT OF 6.47
Annualized 6.47 x 4 = 25.9 Sen PROFIT
At 72 sen current closing price of today Jtiasa has a P/E of only 2.77
MAKING THIS THE BIGGEST EARNING PLANTATION STOCK OVERALL
And there are More Powerful Booster
1) CPO Prices for March to May was Between Rm2,100 to Rm2,300
From June to August CPO prices have gone up to between Rm2,400 and Rm2,600
SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO IS RM3,000 (OCTOBER 9th 2020)
2) NOT ONLY CPO PRICE IS UP THE PRODUCTION HAS ALSO GONE UP!!
1) Fresh Fruit Bunches - 114,525 metric tonnes (SEPTEMBER FOR AUGUST QTR)
1) Fresh Fruit Bunches - 117,676 metric tonnes (AUGUST FOR JULY HARVET)
1) 1) Fresh Fruit Bunches - 98,234 metric tonnes (JUNE RESULTS)
TOTAL OF JUNE, JULY & AUGUST 2020 = 330,435 METRIC TONNES
Let's look at March to May 2020 Harvests
1) Fresh Fruit Bunches - 73,650 metric tonnes (May 2020)
1) Fresh Fruit Bunches - 66,665 metric tonnes (April 2020)
1. Fresh Fruit Bunches - 55,766 metric tonnes (March 2020)
Total Production from March to May 2020 = 196,081 METRIC TONNES
SO THIS QUARTER 300,435 METRIC TONNES COMPARED TO LAST QUARTER 196,081 METRIC TONNES
IS UP BY A WHOPPING 53%
CAN WE EXPECT JTIASA SHARE PRICE TO GO INTO A BULL RUN LATER?
YET TO BE SEEN
3) NAIM (5703). EXCELLENT DIVIDEND OF 18 SEN (RM180 PER SHARE IS ON)
EGM HAS PASSED THE PROPOSAL TO SELL 2 PIECES OF LANDS FOR RM340 MILLIONS
NOW AWAITING FULL PAYMENT
ONCE PAYMENT RECEIVED WILL COME NEWS OF DIVIDEND
DIVIDEND WILL BE 18 SEN AS PROPOSED
AT CLOSING PRICE OF 79 SEN WITH A DIVIDEND OF 18 SEN MEANS A YIELD OF 22.7%
THIS IS VERY EXCELLENT INDEED MANY INVESTORS STILL UNAWARE THIS IS OUR OPPORTUNITY NOW.
JUST AS MR. MARKET CHASED PROLEXUS AFTER EARNINGS ARE VISIBLE THEY WILL ALSO CHASE NAIM LATER WHEN ITS FANTASTIC DIVIDEND BECOMES VISIBLE AS WELL
4. NETX (0020)
OR IS OUT
EACH OR ENTITLES SUBSCRIPTION OF 6 RIGHTS WITH 3 FREE NETX WARRANTS
AND EACH RIGHT IS RM130
SO RM130 x 6 = RM780
FOR RM780 THERE WILL BE
6 NETX SHARES
3 FREE NETX WARRANTS
NETX IS A DISRUPTIVE TECH OF THE FUTURE WITH HUGE POTENTIAL
BEST REGARDS
Calvin Tan
Singapore
Disclaimer
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.
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