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superstartup Supreme	27-Aug-2020 09:39        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Thanks here too for the kopi $.
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francisd Master	27-Aug-2020 09:37        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	Watch out for sudden pullback...it has happenned couple of times in the last two months. Burned myself holding this counter. No vested anymore. Cheers.
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ghetto Master	27-Aug-2020 09:36        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	It seems the interest is pretty strong! francisd      ( Date: 27-Aug-2020 09:23) Posted: Hi All, this counter trading below its would be rights price of .225.  It seems no one interested. Cheers.
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Shifu8888 Supreme	27-Aug-2020 09:34        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is very impt to be early mover to identify potential stock that will move up.
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Shifu8888 Supreme	27-Aug-2020 09:25        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have been collecting. francisd      ( Date: 27-Aug-2020 09:23) Posted: Hi All, this counter trading below its would be rights price of .225.  It seems no one interested. Cheers.
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n3wbie Elite	27-Aug-2020 09:25        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Matter of time the price discovery process kicks in with improvements to fundamentals. Avarga spiked recently with the sharp recovery of lumber pricing (and of course some other developments as announced). ghetto      ( Date: 27-Aug-2020 09:11) Posted: Started to stir up...watching it
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francisd Master	27-Aug-2020 09:23        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	Hi All, this counter trading below its would be rights price of .225.  It seems no one interested. Cheers.
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ghetto Master	27-Aug-2020 09:11        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Started to stir up...watching it
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n3wbie Elite	27-Aug-2020 08:36        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thanks shifu. Just further observations after taking a deeper dive at the rights issue announcement: - Sinochem will subscribe for their pro-rata portion (~55%) and given that rights are currently below water (rights price of 22c), it is quite unlikely that other shareholders will subscribe since it is nil value and cheaper to just buy on market. Given this scenario, assuming nobody else subscribes, Sinochem will up their ownership to 64.7% - If Sinochem decides to subscribe for all the excess, then they potentially up their stake to 70% on an enlarged basis Seems quiet and no updates on the circular being despatched as yet but as at closing yesterday, TSR20 rubber futures continue its climb so fundamentally the sector outlook is improving. Quoting from their announcement on rationale for the rights issue: " This will enhance the Group&rsquo s ability to formulate, strategise and execute its business plans as the market enters the cyclical recovery cycle, which is expected to drive both volumes and market prices. It will also provide the Group with greater financial capacity and flexibility to capitalise on any investment opportunities in a timely manner as and when such opportunities arise." Shifu8888      ( Date: 26-Aug-2020 11:00) Posted: A few things to look out: Announcement that other substantial shareholder may fully subscribe the rights. Not sure. But if this is true, the price needs to go up to 0.22 and more Circular for rights To be sent out soon Market players need to be present to ensure subscribers make money and the theoretical ex rights need to be at 0.305 to make this exercise credible. Else, must well fold up the company. n3wbie      ( Date: 26-Aug-2020 10:52) Posted: Was just doing a check on historical performance and HA has always traded in close correlation to the performance of TSR20 rubber futures, at least over the last 5 years. Since the recovery in end March to date of ~25% rebound in TSR20 rubber prices, HA has declined 36% in share price returns. This is an interesting divergence for the first time - question is if it is a case of market asymmetry where the recovery has not been priced in? Quite frankly, if I am the majority Chinese owner, this makes a perfect privatisation target. Coming in low helps to average out their investment cost, when they came in much higher previously.
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Shifu8888 Supreme	26-Aug-2020 11:00        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A few things to look out: Announcement that other substantial shareholder may fully subscribe the rights. Not sure. But if this is true, the price needs to go up to 0.22 and more Circular for rights To be sent out soon Market players need to be present to ensure subscribers make money and the theoretical ex rights need to be at 0.305 to make this exercise credible. Else, must well fold up the company. n3wbie      ( Date: 26-Aug-2020 10:52) Posted: Was just doing a check on historical performance and HA has always traded in close correlation to the performance of TSR20 rubber futures, at least over the last 5 years. Since the recovery in end March to date of ~25% rebound in TSR20 rubber prices, HA has declined 36% in share price returns. This is an interesting divergence for the first time - question is if it is a case of market asymmetry where the recovery has not been priced in? Quite frankly, if I am the majority Chinese owner, this makes a perfect privatisation target. Coming in low helps to average out their investment cost, when they came in much higher previously.
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n3wbie Elite	26-Aug-2020 10:52        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Was just doing a check on historical performance and HA has always traded in close correlation to the performance of TSR20 rubber futures, at least over the last 5 years. Since the recovery in end March to date of ~25% rebound in TSR20 rubber prices, HA has declined 36% in share price returns. This is an interesting divergence for the first time - question is if it is a case of market asymmetry where the recovery has not been priced in? Quite frankly, if I am the majority Chinese owner, this makes a perfect privatisation target. Coming in low helps to average out their investment cost, when they came in much higher previously.
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n3wbie Elite	25-Aug-2020 15:50        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Has been on radar for a while now but do you mind sharing your views? Share price currently trades below its rights issue price of 22c. TSR20 rubber prices is on an uptrend so there is a disconnect between that and share price performance of HA. Perhaps market will price it accordingly in time to come. Shifu8888      ( Date: 25-Aug-2020 13:49) Posted: Watch this in the coming weeks.
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ghetto Master	25-Aug-2020 14:48        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Am putting this on radar.
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Shifu8888 Supreme	25-Aug-2020 13:49        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch this in the coming weeks.
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Shifu8888 Supreme	25-Aug-2020 11:59        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes from now onwards it should mimick the movement of semcorp marine ghetto      ( Date: 25-Aug-2020 11:33) Posted: Hmm...looks interesting from here.
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ghetto Master	25-Aug-2020 11:33        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Hmm...looks interesting from here.
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Shifu8888 Supreme	25-Aug-2020 11:25        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to nibble some. Poised to climb up soooooon
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Ligaya Master	19-Aug-2020 13:04        Ligaya About Contact  Quote this Post!
x 0   x 0  Alert Admin	since they not involved in glove rubber need to wait for mainstream rubber play. Looks like STA and Halcyon are both mainstream players.
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n3wbie Elite	16-Aug-2020 17:46        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Agree, the rally TSR20' s futures caught my attention but sustainability of the uptrend is one to watch out for because rubber appears to remain oversupplied within the industry spanky      ( Date: 16-Aug-2020 13:57) Posted: Rubber price hike from $100 in end March to $130 in August. Will continue to rise if economies open up more when vaccine is out early next year.
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spanky Member	16-Aug-2020 13:57        spanky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rubber price hike from $100 in end March to $130 in August. Will continue to rise if economies open up more when vaccine is out early next year.
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