Tuesday, July 5, 2022

June 2022 - Performance

Date :

5-Jul-22

PACKAGING

Avg buying price

Last closed price

% Gain/Loss

THONG GUAN

2.540

2.270

-11%

BPPLAS

1.456

1.250

-14%

FURNITURE

 

 

 

POH HUAT

1.410

1.360

-4%

LIIHEN

0.981

0.900

-8%

HEVEA

0.499

0.435

-13%

PLANTATION

 

 

 

INNOPRISE

1.234

1.310

6%

UNITED PLANTATION

14.697

14.000

-5%

OTHERS

 

 

 

SAMCHEM

0.837

0.735

-12%

MAGNI

1.954

1.910

-2%

KAWAN

1.658

1.640

-1%

WELLCAL

1.108

1.150

4%

FINANCIAL

 

 

 

RCE CAPITAL *

1.022

1.670

63%

ELK-DESA

1.350

1.300

-4%

TAKAFUL

3.645

3.150

-14%



SHARES ADDED
  • INNOPRISE @ RM1.35

PACKAGING
Share price already reflected. Currrent high crude oil result in high resin price. Earning is affected. 

 
FURNITURE
Pohuat earning beated forecast. However, overall sector is done due inflation that will dampen the sales. Liihen has bonus issue which make the price lower. 


PLANTATION
This sector is down because of lower CPO price. I am still optimistic about INNOPRISE and UTDPLT. Both having free cash flow. It is time accumulate both stocks.


OTHER
Dispose CSC Steel and make some good profits. Dispose FAVCO as well but lower proft. KAWAN and SAMCHEM are on down trend because of bad market sentiment.

FINANCE
ELK-DESA and TAKAFUL are poor performers. Very disappointed especially Takaful.  It is bad investment fo TAKAFUL.