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  speakup https://www.themalaysianinsight.com/s/313976 guess USA thinks toplove workers live in shabby shacks while harta, kossan, supermax workers live in 5star condos. 05/05/2021 2:54 PM invest_malaysia Harta workers lives in a much better condition. Look at their latest presentation 05/05/2021 2:57 PM ChrisMz yesterday harta's result drag gloves.. today TG's ban drag.. never ending.. 05/05/2021 3:36 PM shearer202 Australia's most populous state reports first COVID-19 case in more than a month 05/05/2021 4:13 PM shearer202 Malaysian army veterans form political party to contest in next general election 05/05/2021 4:24 PM  DreamHunter At least they can dilute the influence of them some useless boullkrappy politicians 05/05/2021 4:26 PM sheldon All the researchers (except for AmInvest) seem to set much higher target prices > 13 but the market says otherwise! When am I going to get rich? 05/05/2021 5:11 PM Squirtle Shareholders saupeh Get little dividend Insiders issue ESOS and sell in market Quit play KLSE is very better 05/05/2021 6:34 PM  calvintaneng IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm99.80 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA.jsp 05/05/2021 7:56 PM  maggiemee RUN AHHHHHHHHHHHHHHH kena kongkek StockpickytutYou and TTYY keeps on buy call trap you all in wakakaka. kongkek kaw kaw you all hiak hiak. so called value investor and plantinum member of stockpicytutYou 06/05/2021 10:51 AM mf supermax: Following the roll-out of Covid-19 vaccines which is likely to cause glove demand to moderate, the group highlighted that global glove prices had since dropped by 15% to 25%. However, the group does not expect glove ASPs to drop sharply due to the structural change in glove consumption from new customer segments. Our TP is downgraded from RM7.80 to RM6.80 based on 11x CY22E revised EPS of 61.9 sen. Reiterate OP. 06/05/2021 11:02 AM sheldon The management committed a tactical blunder to expand production lines - as if the demand for gloves is ever increasing to infinity. They've gone nuts. Economics 101 - oversupply will drive prices down. What to do with surplus money?? - Share buyback or Declare dividends - not build more factories Everybody else got onto the bandwagon. Now we're stuck with an oversupply. 06/05/2021 11:03 AM mf RHB Research Institute’s analyst Alan Lim also said Supermax’s core net profit for 9MFY21 of RM2.85 billion was below expectation as it made up only 66% of his estimates. He attributed the negative variance to the temporary closure at its production plant after the detection of several COVID-19 cases among its foreign workers. “We have lowered FY21 to FY23 core earnings by 21% to 41% due to a lower utilisation rate assumption of 85% from 90%,” he said. According to him, Supermax’s FY21 utilisation rate was affected by the temporary plant closure, and for FY22 to FY23, the lower utilisation rate will be due to normalised demand-supply assumptions. He has also reduced ASP assumptions for FY21 to US$77 (from US$89), for FY22 to US$49 (from US$57), and for FY23 to US$37 (from US$48) after taking into account the recent ASP decline. While maintaining buy call on the stock, Lim lowered Supermax’s TP to RM6.60 from RM8.75, due to the reduction in earnings estimates and long-term blended ASP to US$37.00. 06/05/2021 11:30 AM pang72 The better the QR the more it's drop.. So, what is value investing? Many will quit investing 06/05/2021 11:41 AM melanie1818181818 pang72 The better the QR the more it's drop.. So, what is value investing? Many will quit investing 06/05/2021 11:41 AM You bongok, ppl value investing look forward but you look backward and keep whining, LOL 06/05/2021 12:55 PM sheldon Forget about dividends. Now's the time to buyback shares .... but then too many ESOS shares 06/05/2021 3:15 PM Wt6669 malaysia govern should support glove industrial be proud that our country have this excellent product , so ppl will invest in malaysia this good for everyone good for economic 06/05/2021 3:36 PM Pgraduate123 No more Warren buffet, no more value investing..all guru close shop today.. ONLY a damn ASP!!!!!!!!!!!! 06/05/2021 4:44 PM Intrinsic99 Nazir Razak: Why no supertaxes on glove companies? https://www.theedgemarkets.com/article/nazir-razak-why-no-supertaxes-glove-companies read carefully what former banker tell you 06/05/2021 8:32 PM Zrenxy https://www.worldometers.info/coronavirus/?utm_campaign=homeAdvegas1? Decide yourselves ...see world need gloves or not ^^, Top 4 if all stop glove production....ASP wll hike 100% haha 06/05/2021 8:38 PM Pgraduate123 My big toe asking why no tax on Cimb or musang king profit. Read carefully what I just said 06/05/2021 8:43 PM Wt6669 wake up la govern should support glove industrial bring this advantage to help malaysia and have the right to speak in world 07/05/2021 9:42 AM bigfu 6/5/2021 short selling trades current 10 days Total Net Short Position . Topglove 249,570,092 shares 3.05% Hartalega 50,292,243 shares 1.47% Supermax 47,268,758 shares 1.74% Kossan 30,785,337 shares 1.21% 07/05/2021 1:19 PM shearer202 Dont be greedy ! Faster take your profits while it s still green ! Supermx will waterfalling this afternoon n drag all glove countets down to pre covid level !! Becareful all my friends ! 07/05/2021 2:02 PM pjseow Harta has a 60 % dividend policy . The amount of dividend is based on previous qtr eps. For example the last 9.5 sen was derived from 15.95 sen x 0.6 = 9.5 sen. The coming dividend of 17.7 s is from 29.31 x 0.6 = 17.7 s . The next QR dividend.should be 32.75 x 0.6 = 19.7 sen. 07/05/2021 3:28 PM  |
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