G L's comment on MAGNI. All Comments

G L
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Lol JP Morgan forecast oil to go up to $190, GG Magni Tech. Raw material cost will spike so high it will probably lose money. Most of its raw materials are synthetic fabric made from oil. That's why bottom fishing is value trap.

I will go in when everyone panic sell at RM 1.2
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Jeff Lau
you might as well remove magni from watchlist since it's so bad according to you.
2 Like · 2 years · translate
Chew Peng Chun
RM 1.2 good price
1 Like · 2 years · translate
G L
There's nothing wrong with the company. It is just that its competitors are superior by a large margin. Its raw materials cost are also getting higher and higher due to the commodity supercycle. This changes its profit structure alot if Nike don't absorb the higher cost. Don't forget when it quote Nike prices, it also has to look at its competitors.
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F@@L愚人
GL兄,你看了这个油价预测,或者你一直强调原料super cycle,你自己有因为这些而布局一些去原料公司的股票吗?
1 Like · 2 years · translate
wai shun liew
super cycle of raw material is already happened and not only in oil and gas but in commodity like metal and edible oil. I believe it's short term and you can hedge those upstream player rather than waiting it drop.
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The RocK
you see lots of god forecast go to 88, 100, 190? that means its nit gonna happen. wait n see. the rock smellllll it.
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Kaycy Soon
Morgan got the power to down grading any stork that they wish, especially the glove stork, yet the acuse they given is absolutely no logic, u see Nickey is a branded product, not the street market like pasar malam cheap scale product, so if market in the red sea,all product need all expect including material cost include, but magni is provided a quality not quantity, so magni can't go mass production, inoder to maintain high quality.
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