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35 comment(s). Last comment by gemfinder at Aug 17, 2020 10:33 PM
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Kukuman
2105 posts

Posted by Kukuman > Aug 15, 2020 5:23 PM | Report Abuse

Sir, i thought you asked people to sell Supermx some time back. Why the sudden change of heart?


sharkdododo
51 posts

Posted by sharkdododo > Aug 15, 2020 5:29 PM | Report Abuse

THe recent increase in their profit show that they will be able to achieve higher the next quarter. rm 30 not a problem. eps 30 cents. assume 4 quarters of 30 cents. 25 pe also give them minimum rm 30 bucks man. ignore the noises on new production. you think new production within 6 months can commission (run) meh. Vaccine? Vaccine use bare hands to develop meh. think about that man.


jolow
446 posts

Posted by jolow > Aug 15, 2020 5:31 PM | Report Abuse

take profit loh.
if not profit also hangus. Kosong saja
Dont be so greedy.


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 5:36 PM | Report Abuse

Let's be sensible.

Fund managers accumulated huge chucks of glove stocks from March-July. When fund managers have kept lots of stocks, they will need good results to unload because that will be the only times many victims will rush in to buy.

Many said December is the best month to unload because record breaking results will be released. At that time, there will lots of competitors in the market. Vaccines could already be produced. .

When you have made enough, it's time to let go.


mf
22517 posts

Posted by mf > Aug 15, 2020 5:37 PM | Report Abuse

India akan hasilkan vaksin secara besar-besaran - Modi
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NEW DELHI: India bersedia menghasilkan vaksin COVID-19 secara besar-besaran sebaik saja mendapat kelulusan saintis, kata Perdana Menteri, Narendra Modi.


antidebt
393 posts

Posted by antidebt > Aug 15, 2020 5:38 PM | Report Abuse

before fund manager unload in dec, i think i will unload early then them.
Once fund manager unload, it will triple limit down.


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 5:39 PM | Report Abuse

@mf, lu apahal? Mau bikin takut sama pelabur(kaki judi saham) kah? hehe.

mf India akan hasilkan vaksin secara besar-besaran - Modi
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NEW DELHI: India bersedia menghasilkan vaksin COVID-19 secara besar-besaran sebaik saja mendapat kelulusan saintis, kata Perdana Menteri, Narendra Modi.


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 5:39 PM | Report Abuse

it will be four-ple (4 times tumbling down).


antidebt before fund manager unload in dec, i think i will unload early then them.
Once fund manager unload, it will triple limit down.


gemfinder
2356 posts

Posted by gemfinder > Aug 15, 2020 5:42 PM | Report Abuse

I think kyt stucked again. Vacine news is coming out everyday. By oct nov too late to run.


Kukuman
2105 posts

Posted by Kukuman > Aug 15, 2020 5:50 PM | Report Abuse

Everyday people load, unload and reload. It is a game played by everyone. There are hundreds if not thousand deep funded establishment playing the game. But there are a few rogue fund managers trying to corner the markets. Sometime they can but all the time! Those have unloaded will reloaded again for sure. It is a circle played all year long !

Posted by abang_misai > Aug 15, 2020 5:36 PM | Report Abuse
Fund managers accumulated huge chucks of glove stocks from March-July. When fund managers have kept lots of stocks, they will need good results to unload because that will be the only times many victims will rush in to buy.


amsterdam
28 posts

Posted by amsterdam > Aug 15, 2020 5:54 PM | Report Abuse

The title should be supermax shareholder should be worry and unload fast.


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 6:21 PM | Report Abuse

When Koon is bullish and says no worries, you are old enough to know what to do next.


BATFLY
392 posts

Posted by BATFLY > Aug 15, 2020 6:22 PM | Report Abuse

Imagine EPS of 30 and 4 qtrs equal 120..PE at 20 TP should be RM24.00 conservatively if earning is the same..


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 6:27 PM | Report Abuse

Do you know what is meant by oversupply that is imminent? Those who are glove manufacturers are doing expansion. Those who do not know glove also do this venturing. Those products which will soon experience oversupply will only be assigned to a PE of 5 max


3mchildren
2 posts

Posted by 3mchildren > Aug 15, 2020 6:51 PM | Report Abuse

Tqvm Mr Koon for always sharing ur views.
Pls clarify. U called a buy call on top hlove n offload supermax awhile ago


3mchildren
2 posts

Posted by 3mchildren > Aug 15, 2020 6:51 PM | Report Abuse

Top glove


Kukuman
2105 posts

Posted by Kukuman > Aug 15, 2020 6:56 PM | Report Abuse

PE 5? No way! It will be PE 1. Thank you for the enlightenment. You are genius!

Posted by abang_misai > Aug 15, 2020 6:27 PM | Report Abuse
... Those products which will soon experience oversupply will only be assigned to a PE of 5 max


zhen wei & JP
990 posts

Posted by zhen wei & JP > Aug 15, 2020 7:10 PM | Report Abuse

https://ibb.co/hgmtcTy

Few glove factory has started to expand thier production output.

May expect Fierce competition September onwards.


zhen wei & JP
990 posts

Posted by zhen wei & JP > Aug 15, 2020 7:42 PM | Report Abuse

Due to major expansion by glove factory lead time may be reduced.
Approx 25days after payment made. This may stabilise cost price.

zhenwei.


UncleHuat61
23 posts

Posted by UncleHuat61 > Aug 15, 2020 8:14 PM | Report Abuse

Welcome back


Targeted
1460 posts

Posted by Targeted > Aug 15, 2020 8:44 PM | Report Abuse

.
Lead time more than 12 months, thats how one measures demand in glove industry - lead time!


Targeted
1460 posts

Posted by Targeted > Aug 15, 2020 8:46 PM | Report Abuse

.
Those who understand glove industry will be happily loading up like TG bosses.............hehehehehe


mf
22517 posts

Posted by mf > Aug 15, 2020 8:51 PM | Report Abuse

MOSCOW: Russia has produced the first batch of its new vaccine for COVID-19, the Interfax news agency quoted the health ministry as saying on Saturday (Aug 15) hours after the ministry reported the start of manufacturing.


gemfinder
2356 posts

Posted by gemfinder > Aug 15, 2020 8:52 PM | Report Abuse

When kyy said no wories, means is time to sell. Last time he oso said dayang no wories in d end wat hapen


pang72
38536 posts

Posted by pang72 > Aug 15, 2020 8:55 PM | Report Abuse

You all still don't scare of so high value gloves?


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 8:58 PM | Report Abuse

At the end margin call ler.....

Posted by gemfinder > Aug 15, 2020 8:52 PM | Report Abuse

When kyy said no wories, means is time to sell. Last time he oso said dayang no wories in d end wat hapen


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 9:03 PM | Report Abuse

Aggressive factory expansions, emergence of new competitors, vaccine found means front liners/those deemed risky group will be vaccines first means less contagion to take place. It simply means RACE TO THE BOTTOMS. Siapa cepat angkat kaki, dia lah terselamat


CharlesT
10591 posts

Posted by CharlesT > Aug 15, 2020 9:04 PM | Report Abuse

Many r still sitting on few hundred percent paper gain...

U dont cut win others will.

Run Forest Run


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 9:06 PM | Report Abuse

If you don’t run, you simply let others to run. Time is up. It’s now the commencement of game of Racing to the Bottom.


CharlesT
10591 posts

Posted by CharlesT > Aug 15, 2020 9:08 PM | Report Abuse

When i saw sifu suddenly revised his TP fm rm24 to rm50 n started to post in I3 then i only can think of one thing...

Run Forest Run....


abang_misai
1628 posts

Posted by abang_misai > Aug 15, 2020 9:10 PM | Report Abuse

Run forest run. Race to the bottom. F1 to the drain.


rchi
19860 posts

Posted by rchi > Aug 16, 2020 7:23 PM | Report Abuse

Run forest run.Charles you made my day.Hahaha.


Mabel
9886 posts

Posted by Mabel > Aug 16, 2020 7:32 PM | Report Abuse

I'm holding..

I want to do something to the world community.

I came into Gloves as early as January after Theresa Kok pledged donating 18 million gloves to China to help them fight the Coronavirus.

Along the way I have been trading these Fantastic Four. Bought few batches during last week retracement since the price was too delicious to ignore..

Bottom line, my Gloves and Health Care P&L is still looking good. In fact it's the best performing sectors from the 15 sectors I have invested.

So no issues to hold until next year. I'm doing it not because KYY said so. I'm doing it because I want to be part of this development to fight Convid 19..

Along the way, if I can make money, which I believed I will, why not?

Stay Invested..

Meow


zhen wei & JP
990 posts

Posted by zhen wei & JP > Aug 17, 2020 10:31 PM | Report Abuse

Dwindled.


gemfinder
2356 posts

Posted by gemfinder > Aug 17, 2020 10:33 PM | Report Abuse

Kyy is most woried

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