Auditor Consultant's comment on TGUAN. All Comments
Auditor Consultant
4 Like · Reply
等着便宜票，可能会跌到 2块吗
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1 year · translate ·
Auditor Consultant
希望每天跌跌跌

跌倒2块以下最美
1 Like · 1 year · translate
Auditor Consultant
快来了，继续加油跌破 1.80
Like · 9 months · translate
Auditor Consultant
这个Tguan 有排跌，因为我手上的resin, 价格显示接下来几个月都不乐观

我会等着呢
1 Like · 6 months · translate
yap yap
Auditor,大概 应该1.2左右就合理。未来不乐关。库存太多，批发商抱现金吃5％利息好过报库存。fy 2024 profit 在4千多万左右。1.2应该差不多合理
Like · 6 months · translate
Auditor Consultant
我的朋友恰恰好就是 Resin 的supplier ，所以我手上有价格的资料

Resin 价格接下来至少6个月里面都不会很乐观

继续等，别急着买不然被套久久
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1 Like · 6 months · translate
Auditor Consultant
继续下跌了，1.94

若能够跌破1.80

可以敢敢建仓

若继续跌破1.60

可以敢敢重仓

这个是个不错的轮股项目之一

稳稳吃米粉的
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Like · 6 months · translate
yap yap
Auditor 你对，卖价跌，库存又多，库存一点会有impairment. 等剩下一个月左右库存大概就是tg 的底部。我预测1.1-1.2左右。应该会中戴维双杀，跌低过1.1就有价值
Like · 6 months · translate
yap yap
Auditor 那个kenaga的分析是仙家懒来的，他握着很多货，出不掉。出report 来忽悠韭菜。我comment吊9他。垃圾分析员
1 Like · 6 months · translate
Auditor Consultant
还有过去的QR 的financial analysis 也是写到很差，没有正面分析为何GPM 跌
1 Like · 6 months · translate
tim foo
Ac兄，我留个脚印留意留意，哈哈。
Like · 6 months · translate
Auditor Consultant
如我预料，我手上有resin, 资料，价格表，for the next 12 mths, 骗不了人

希望市场理性的人还是有的

希望继续跌
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1 Like · 6 months · translate
yap yap
希望能跌到0.8 就好，0. 8去1.2 ＝50％
1 Like · 6 months · translate
lee keng lu
Price drop recently due to no dividend was declared on last quarter.
Like · 6 months · translate
Auditor Consultant
Lee Keng, it does not matter I have the price list because I am handling resin project

the pricing is not favourable to Tguan also in at least the next 6 mths
Like · 6 months · translate
lee keng lu
I don’t think resin price is a major impact to the current share price. Last year, oil price exceed 100 also not impact on TG share price a lot.
1 Like · 6 months · translate
Auditor Consultant
I am not going to invest in Tguan Atto3 this price even though there was a precedence in last year that investor ignore resin price

I would just wait for the market player to sell to make price correction

one of the factors is resin price and I am not denying the fact that dividend is one issue

I will only consider when Tguan plummet below 1.80
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1 Like · 6 months · translate
Auditor Consultant
很好，非常期待每天慢慢跌，跌破1.60 我期待
1 Like · 6 months · translate
Tok Tiong
Rm2 等Rm1.80, 然后等Rm1.60.我也等20sen
1 Like · 6 months · translate
Lee SK
@auditor Why would someone be so kind to share the time he “thinks” is appropriate to jump in? Why would anyone believe just because you claim to know resin price and how would someone verify the extend of impact resin price has on Tguan’s coming QR? Weren’t people concerned with the electricity cost hike not too long ago? Haha..People who read what he says should take it with a pinch of salt.
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Like · 6 months · translate
Auditor Consultant
其实去年跟今年是两码事，去年epf 还是给很多人去拿钱出来的

因此市场多了很多投资的闲钱

今年散户变得比较理智了

我手上尽然有resin 的价格表，加上客户名单，自然而然我不会去冒险买入，因为已经知道不乐观，至少半年。

或许没有股息是其中一个原因，相比之下，我觉得resin 价格才是大大的考量点。因为影响很大。

我会慢慢收集若below 1.80,最理想是1.60
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Like · 6 months · translate
Auditor Consultant
Lee sk

不否认电费也是其中考量点

太多的不利info 了

不会急着入场

我可以告诉你我手上就是有resin price 也有很多外行人没有的info

所以我会更加小心翼翼

或许市场的情绪是不能控制，但是我只会等待，因为我不会贸贸然去冒险，尽然有那么多不利的因素

或许会有很多乐观的投资者，那么就祝福你们事事顺利了
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Like · 6 months · translate
Lee SK
Alright, let’s collect together :D
1 Like · 6 months · translate
lee keng lu
Whoever buy now will reward in this quarter report, to be announced in nov’23, based on insider information.
1 Like · 6 months · translate
Nick Chung
快跌出价值了。。等了这个价位好久
2 Like · 6 months · translate
Lee Wei Kang
Resin price上网查都有啦
Like · 6 months · translate
Auditor Consultant
我有的不止是resin price list 我有非常详细的资料，这个不是Tguan 的资料，是resin supplier 的资料。非常详细的第一手资料，迟些我会跟我的朋友跟进拿到2024年详细的资料，情况呢，不乐观

一般人都是等到新闻出来，网络写出来已经是太迟的了。因为production for resin will be in advance and costing 我看过了是不乐观。除非市场突然多了很多supply, supply demand 规则
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Like · 6 months · translate
Auditor Consultant
没关系，我愿意等待，或许投资人信心满满，不理会这些
Like · 6 months · translate
Lee Wei Kang
主要是resin sale volume重要，price是可以成本转价的，如果需求增加通知下
1 Like · 6 months · translate
Auditor Consultant
definitely for Tguan do not rush to buy

let's observe and wait for even lower price

this might not be the lowest
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1 Like · 6 months · translate
Tok Tiong
RM1.80 now wait RM1.60
2 Like · 6 months · translate
NiaSing Wai
Keep drop, nice~
Like · 6 months · translate
Auditor Consultant
I set target entry price to 1.60 as ideal price 1.80 and below can consider to slowly collect
Like · 6 months · translate
Woei Heng Yee
nick, not only tguan drop but whole market drop
Like · 6 months · translate
Nick Chung
is ok just buy from 1.8+ until 1.6+ and sell at 2.2 sure win. LLDPE price stable , regardless of what "resin price " is next year there will be excess supply on resin
1 Like · 6 months · translate
Auditor Consultant
it is very good that Tguan has continued its journey to go south

drop bit by bit.. hopefully 1.60 soon
2 Like · 6 months · translate
Goh 288
你们知道真的是resin价的问题吗？这resin价钱每年都会上下的，对公司来说是普通事。你们看看，net asset每每起，order book 没下滑，流动资金也健康，很前卫的工厂科技与术。
Like · 6 months · translate
Auditor Consultant
我当然知道，因为我是处理resin supplier 公司的consultant 之一

我的list 里面有上面这家，哈哈，不会乐观
1 Like · 6 months · translate
yap yap
希望能到跌到1快，就能进场捞底。
Like · 6 months · translate
Goh 288
一定是有别的问题，小心就对了
Like · 6 months · translate
Auditor Consultant
goh 288

不排除有其他原因，所以我等1.60 以下
1 Like · 6 months · translate
lee keng lu
Today closed in good start to rebound.
Like · 6 months · translate
Nick Chung
regardless of resin price or the numbers you have in hand, market price action and banker is always ahead of us and tguan has been downtrend for 2 years definitely priced in
3 Like · 6 months · translate
Goh 288
八月没利息，十一月呢？双倍利息?
Like · 5 months · translate
Nick Chung
when oil price dips, time to buy plastic stocks.
1 Like · 5 months · translate
Goh 288
Prudential卖完了(7788)，看看还有谁再压票。好消息都不动如山
Like · 5 months · translate
Nick Chung
1.6.....? xD
Like · 5 months · translate
Sian Jin Low
Nick buy a lot???????
Like · 5 months · translate
Nick Chung
yes... "a" lot xD
Like · 5 months · translate
Sian Jin Low
LoL Nick gor. This joke I still remember....
Like · 5 months · translate
Jeff Wong
breakout rm2.00. Limit up every day
Like · 5 months · translate
Nick Chung
no yet.. wait qr first
Like · 4 months · translate
Tok Tiong
this round can go Rm1.60?
Like · 4 months · translate
Soo Kai Ng
If the price breaks 1.82, it is possible to go 1.65 first...
Like · 4 months · translate
Goh 288
Maybe results very bad push up then running tickets. If not, everyone knows that this is undervalued.
1 Like · 4 months · translate
Jeff Wong
oil price & LLDPE drop good for tguan
Like · 4 months · translate
Tok Tiong
业绩ok吗？。。出来咯
Like · 4 months · translate
Tok Tiong
Prudential 又回来了。可是没股息。。
1 Like · 4 months · translate
Goh 288
是2022年做得很好，不容易超越。至少eps还有5点
Like · 4 months · translate
Auditor Consultant
业绩不理想，继续观望，可能会继续跌价

跟预期的跑不远，成绩不理想
1 Like · 4 months · translate
Goh 288
排买多卖少，应该是有大咖要放手，另一方试守，我们最好先别买
1 Like · 4 months · translate
Jeff Wong
go go go limit up
Like · 4 months · translate
Auditor Consultant
必须时间的了，不会那么快上回去。。。demand is soft and expenses are getting higher.... 难啊
Like · 4 months · translate
Nick Chung
inflation has peaked , expect demand to slow down BUT cost of materials will drop faster than demand .
Like · 3 months · translate
Jeff Wong
tguan go go go
Like · 3 months · translate
Jeff Wong
challenge rm2.00 again
Like · 3 months · translate
Kent Tay
it's RM2 now
Like · 3 months · translate
Jeff Wong
limit up today?
Like · 3 months · translate
Tok Tiong
赚钱了。。谢谢tguan
Like · 3 months · translate