$MYEG (0138.MY)$
I would estimate the revenue from Outside Malaysia will be more than the previous Q as NSW cross border trade began in Q4 onwards, thus accelerate growth moving forward.
How soon the revenue from Outside Malaysia will surpasses Malaysia ?
A summary of total revenue generated from Outside Malaysia :
23Q1 = 10m
23Q2 = 23m
23Q3 = 32m
23Q4 = ?
24Q1 = 79m
24Q2 = 83m
24Q3 = 84m
24Q4 = ?
I would estimate the revenue from Outside Malaysia will be more than the previous Q as NSW cross border trade began in Q4 onwards, thus accelerate growth moving forward.
How soon the revenue from Outside Malaysia will surpasses Malaysia ?
A summary of total revenue generated from Outside Malaysia :
23Q1 = 10m
23Q2 = 23m
23Q3 = 32m
23Q4 = ?
24Q1 = 79m
24Q2 = 83m
24Q3 = 84m
24Q4 = ?
$MYEG (0138.MY)$
Extract from MEDIUM :
Zetrix
2 min read
Oct 28, 2024
Cross-border trade in Asia has evolved significantly, driven by regional agreements, economic partnerships, and technological advancements.
Here’s a summary:
Regional Agreements: Initiatives such as the Regional Comprehensive Economic Partnership (RCEP) have been pivotal. RCEP includes countries like China, Japan, South Korea, Australia, New Zealand, and the ASEAN nations with a goal to...
Extract from MEDIUM :
Zetrix
2 min read
Oct 28, 2024
Cross-border trade in Asia has evolved significantly, driven by regional agreements, economic partnerships, and technological advancements.
Here’s a summary:
Regional Agreements: Initiatives such as the Regional Comprehensive Economic Partnership (RCEP) have been pivotal. RCEP includes countries like China, Japan, South Korea, Australia, New Zealand, and the ASEAN nations with a goal to...
4
$TOPGLOV (7113.MY)$
Top Glove just announced a 20 for 1 free warrant to shareholders and this is the first ever warrant issue by the company since listing. They have done bonus issues few times in the passed but not warrant issues. (Screenshot from TG website)
What is the rationale behind to have their first ever warrant issue in the history ?
Does it mean TG started to feel cash pressure ? Their pre-covid cash level is around RM200m to RM300m and in covid ...
Top Glove just announced a 20 for 1 free warrant to shareholders and this is the first ever warrant issue by the company since listing. They have done bonus issues few times in the passed but not warrant issues. (Screenshot from TG website)
What is the rationale behind to have their first ever warrant issue in the history ?
Does it mean TG started to feel cash pressure ? Their pre-covid cash level is around RM200m to RM300m and in covid ...
2
$KRONO (0176.MY)$
The master franchiser of Kronologi Asia
$Quantum (QMCO.US)$ now trading at around 1/5 of Krono market cap.
Would kronologi take over their master franchiser if the management foresee a good future in their business ?
The master franchiser of Kronologi Asia
$Quantum (QMCO.US)$ now trading at around 1/5 of Krono market cap.
Would kronologi take over their master franchiser if the management foresee a good future in their business ?
$GTRONIC (7022.MY)$
SD vs GTN is not comparable as SD keep ballooning their borrowings and trade receivables. Their total amount of PPE also not tandem with the generated NP.
While GTN not able to answer nor stated why and where the deposit of 65m goes to despite only 4m of capex being spent.
If there is capex transactions, the balance sheet items would have recorded. Or, without any documents company can just deposit to whoever they want ?
GTN email replied :
"Thank You for your emai...
SD vs GTN is not comparable as SD keep ballooning their borrowings and trade receivables. Their total amount of PPE also not tandem with the generated NP.
While GTN not able to answer nor stated why and where the deposit of 65m goes to despite only 4m of capex being spent.
If there is capex transactions, the balance sheet items would have recorded. Or, without any documents company can just deposit to whoever they want ?
GTN email replied :
"Thank You for your emai...
3
I started bought it since 05Aug but dare not buying to my expected volume. Accumulating again after Q2 result. I'll buy again should it drop below my initial position. 🙏😊
5
$OCK (0172.MY)$
It is a real sharp increased in MYR vs USD and this might affect a substantial or just minor sum towards OCK Q3 result ?
It is a real sharp increased in MYR vs USD and this might affect a substantial or just minor sum towards OCK Q3 result ?
$MYEG (0138.MY)$
Open for discussion. Please share your thoughts.
Open for discussion. Please share your thoughts.
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