Samchem Holdings - Rosy Demand Despite Disruption (report by RHB IB)

-

RHB IB report on Samchem today (21 July 2020). 













Join my Telegram channel for updates @worthystocks 

https://t.me/worthystocks


#SAMCHEM

Comments

Post a Comment

Popular posts from this blog

The SUPERNOVA of STAR MEDIA (6084): A Burst of Earnings?

-
Image
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...
Read more

Pentamaster, the undiscovered Covid-19 thematic play [$$bill]

-
Image
Pentamaster, the undiscovered Covid-19 thematic play Covid-19 thematic stocks have seen a fantastic rally lately. Gloves, face masks, PPE, face shields, medical beds, ventilators, etc.. you name it. One stock not known to many that has jumped on this ship is Pentamaster. It recently started making  Ventilators  like K-One Technology (K1).  Why do many not know about this? That’s because Penta has not made an announcement yet. However, those who have stumbled upon Malaysian Investment Development Authority (MIDA) recently published Apr 2020 newsletter ( https://www.mida.gov.my/home/e-newsletter/posts/ ) might have noticed this: This is a very interesting development which could be a catalyst to Penta’s share price.  Like Notion VTec, Penta might also get a boost from upcoming Bonus Issue.  Penta share price has been consolidating around RM4.00 level and looks ready for a breakout. For those who are less familiar, Penta is no ordinary stock. In fact, it is a champ...
Read more

Focus Point (0157) – A strong recovery stock riding on the success of FamilyMart and MORE [$$bill]

-
Image
Focus Point (0157) – A strong recovery stock riding on the success of FamilyMart and MORE Most people think Focus Point (FocusP) is a boring stock with an optical business. They’re wrong… FocusP is the next F&B growth stock to keep an eye on. FocusP F&B business can be categorised into two divisions: 1. Komugi bakery outlets 2.  Komugi corporate sales Investors need to  focus on  Komugi corporate sales  division as this will be the growth driver.   FocusP struck  gold   after its Komugi  central kitchen  was  certified  Halal   in Jan 2018. Since then, it has scored big with corporate customers like  FamilyMart . And there will be more big corporate customers soon once the new central kitchen starts in Dec 2020. Many are unaware that  several hot selling delicious goodies  on FamilyMart’s shelves are  made and supplied by Komugi . Just check the label and you will see that they are  manufactured...
Read more