RGT Bhd (RGTBHD 9554), riding on sanitiser dispenser demand caused by Covid-19 [$$bill] This is a quick update from my previous RGT Bhd post: RGTBHD (9954), the newly discovered Covid-19 thematic play [$$bill] ( https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp ) Brief intro: How is RGT benefiting from sanitiser and hand soap dispensers? RGT’s major customer is Newell Brands Inc , which contributes to the bulk of RGT’s revenue. Newell owns Rubbermaid Commercial Products , which sells sanitiser dispensers and hand soap dispensers that is manufactured by RGT. Newell has a few business segments, but its Commercial segment (which Rubbermaid Commercial Products is under) is seeing strong demand. What I would like to highlight in this post is about Newell’s Commercial business. Below are quotes from Newell 1Q 2020 earnings conference call : “ Rubbermaid Com...
Star Media, once a shining star in the newspaper industry, now faces the inevitable fate of a sunset business. The dawn of digital media has cast a long shadow over traditional print newspapers, and The Star is no exception. But like a star in its final moments, there will be one last burst of light before it fades into obscurity — a phenomenon known as a supernova. The recent move by Star Media to hike cover prices for its physical newspaper by 50% from RM2 to RM3, could potentially lead to a significant increase in earnings. While more recent data is not available, for 2H2018, The Star had an average of 151,623 paid printed copies in circulation per publication day (audited and verified by the Audit Bureau of Circulations). Assuming that The Star’s print circulation has now decreased by half to 75k per day, this would still equate to about 27 mil copies per year. A RM1 increase in cover price could potentially result in a boost of RM27m flowing directly to its bottom line. Assuming a...
KPS (5843) - The most Undervalued EMS play Click link to enlarge above image: https://klse.i3investor.com/files/my/blog/img/bl6282_kps_5843__the_most_undervalued_ems_playpage001.jpg Toyoplas and CPI full year revenue and net profit: PDF file available on Telegram channel: Join my Telegram channel for random updates @worthystocks https://t.me/worthystocks #KPS
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