|
| |
General Meeting Hints : Click here to modify the Visible Columns.
  Flyinghorse https://www.theedgemarkets.com/article/glove-supply-will-not-meet-demand-next-three-years-says-hartalega-executive-chairman 15/09/2020 6:58 PM Tan Meng Bill Gates doesn’t expect a virus vaccine before year-end — but he says one drugmaker has the best chance https://www.cnbc.com/2020/09/15/bill-gates-doesnt-expect-a-coronavirus-vaccine-before-year-end.html 16/09/2020 2:06 AM Tan Meng There may not be enough coronavirus vaccine doses to quickly supply the world, Gates Foundation says https://www.cnbc.com/2020/09/15/there-may-not-be-enough-coronavirus-vaccine-doses-to-quickly-supply-the-world-gates-foundation-says.html 16/09/2020 2:47 AM Tan Meng Here's why a vaccine will not stop the Covid-19 pandemic right away https://edition.cnn.com/2020/09/15/health/vaccine-not-end-coronavirus-pandemic/index.html 16/09/2020 2:50 AM SEE_Research SEE_Research SEE_Research SGD 1.00 =RM 3.04 Pls note Topglove in Singapore Stock Exchange At 16 September 2020 Closing SGD 3.00 =RM 9.00 ============================================ For 17 September 2020 / Thursday Expecting Topglove will gap up to RM 9.00 and above and take the leadership to lift up all the 4 KINGS / Topglove Supermax Hartalega Kossan 2nd tier Comfort Careplus Rubberex Adventa 3rd tier, inter related accessories, products of rubber gloves, HLT ( rubber gloves dipping lines systems) KSSC (rubber gloves dipping lines systems) Esceram( rubber gloves molds) 17/09/2020 5:29 AM covid2019 RUBBEREX CORPORATION (M) BERHAD CIRCULAR TO SHAREHOLDERS IN RELATION TO THE PROPOSED BONUS ISSUE OF 554,850,234 NEW ORDINARY SHARES IN RUBBEREX CORPORATION (M) BERHAD ("RUBBEREX SHARES")("BONUS SHARES"), ON THE BASIS OF 2 BONUS SHARES FOR EACH EXISTING RUBBEREX SHARE (INCLUDING TREASURY SHARES) HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER 17/09/2020 12:44 PM  MasterYoda Glove stock will continue to rise!For maximum profit investor should buy HLT or CAREPLUS.The dark side clouds everything. Impossible to see the light, the future is.” 18/09/2020 12:05 AM GenuineInvester Tradeview Commentaries 17th Sept 2020 - Top Glove Q4 2020 Earnings: The results are exceptional, it goes without saying. It beat market expectation of RM 1-1.1 billion by a huge mile. This is what we call a blow out quarter. At RM 1.33 Billion the results exceeded consensus by close to 20-30% minimum. Full year 2020, the results is RM 1.9 Billion which flat out beat consensus of the media RM 1.48 billion by almost 28%. Of course before this, many critics said Top Glove expensive with trailing PER 70x. With the latest results, the trailing PER fell to 38x. Forward PER, is only 13.6X . That is assuming that next 4 QR maintains at this net profit and there is no further growth which is not likely. I would like to highlight what impressed me the most are the utilization rate is close to 100% which allowed Super economies of scale for them. Additionally, they have repaid their debts and turned net cash of RM 2.34 Billion. Hence the share buy back earlier was only a drop in the ocean for the company. With that they further paid out 8.5 sens dividend (combine earlier payout) which translates to 50% dividend pay out ratio of profits close to Hartalega's 60%. To put things into perspective, Top Glove results of RM 1.33 Billion net profit this QR flat out beat Maybank's recent QR of RM 900+million and Public Bank's RM 1 billion net profit. I think this results validates my bullishness of the sector and continued confident outlook of having Glove stocks in my investment portfolio. This bellweather results is an indicator for the entire sector. Please note this also shows how the others would do well, especially when you see how much Nitrile Gloves demand has risen closed to 31% vs Latex only 7%. Riverstone, Hartalega, Kossan, Sri Trang, UG Healthcare, Supermax, Comfort will all do well continuously. For those who are not sure what to do, again it comes down to you investment horizon, risk appetite and ability to hold. I am of the view Top Glove has shown its able to deliver regardless of the adversity, negative news and what not. I have confidence Top Glove may really exceed Maybank to become Malaysia stock with largest market capital. 18/09/2020 8:07 AM GenuineInvester The market was seemed to be manipulated yesterday when all glove stocks were sold at low points at 14:45,16:00, 16:35. This is because IB did the shortselling! “Permitted Short Selling (PSS) is not affected by the temporary suspension of short selling, as PSS is necessary for market makers to market make the relevant securities such as exchange traded funds efficiently.” Market maker = IB can shortsell !!! IB short selling to create havoc in the market because of the call warrants issued expiring soon, esp in Oct. Many of them are in bad loss esp those issued with Low premium before April. The short selling sold 17 Sept must deliver the shares in 2 days time. Thats called T+2. Those sold today will still buy back tomorrow coz there is such a thing as Express Transfer to deliver shares to you in 2 days time. Its a gamble, so today will be buy back time for these IBs. That means the rebound must not more than 64 Sen in order for IB to win big. If there are a lot of buyers today these Short Sellers will lose. These are the warrants going to be expired. (i) C77/CIMB /28 September (ii) C78/Kenanga/8 October (iii) C80/CIMB /27 October (iv)C 81/RHB /23 October (v) C 83/CIMB /27 October All will cause banks to lose tons of money right esp Maybank c84. All glove supporters. The call warrants is a big issue now as dirty hand manipulate the market deliberately despite knowing to true value of glove stocks. We have to stay united, share this info to the our community to fight against wicked IBs who use many tactics and rumours to shatter the market ... and shortselling are the latest manipulation! 18/09/2020 8:08 AM GenuineInvester We have to hold on to our shares to win big together. The bosses of glove stocks led by TS Lim WC will lead us too win big as Gloves is the very few stocks that really make profits in this pandemics. 1. Strong earnings visibility for the next 12 months (min) with / without vaccine 2. Shortage is acute especially for nitrile Gloves 3. ASP price increased has been and will remain elevated for some time 4. Structural change in demand and hygiene habits 5. Monopolistic position of Malaysia supply to the Global markets 6. Valuation is still lagging actual earnings growth and it will be reflected in coming quarters 7. Huge cash inflow for Glove players. Cash is king especially during weak economic environment. 8. No other better sector / industry / stocks for alternative investment opportunities in the near term. 9. Some local funds / local investors may not believe in the Glove sector. But I believe in it strongly. My belief is objective based on data, facts and numbers. Not emotions. There is deep value in Glove sector especially those with strong quality management like Hartalega,, Supermax and Top Glove. 10. Lastly, the Glove sector is very relatable to retail investors who can touch, feel or understand the nature of the business due to usage in daily life. 18/09/2020 8:09 AM GenuineInvester The rebound today must not more than 64 Sen for Topgove in order for IB to win the short selling 18/09/2020 8:20 AM GenuineInvester CW : Mother price > excise price = in the money Cw: Mother price < excise price = out of money (expire worthless) THe IB are pressing down so badly because they made a bad bet with their old warrants. , they never expected TG share prices to rise so much. One the old warrants all expire.. the IB won't press so much.. but it also means trading with warrants become a lot more dangerous. 18/09/2020 8:31 AM hairy NEW NORMAL" COVID19 beneficiary this sector protective equipment (PPE) segment involving vital ventilators face shields gloves face mask test kits : Topglove , kossan, Supermax , Hartalega , Rubberex , Adventa ,Comfort , HLT , Ocncash, K1 , LKL , Mlab , carepls . 22/09/2020 10:09 AM menort Covid case is increasing everyday. Hold your selt belt tight the next rally will be in October. 23/09/2020 12:18 PM menort "Tun also denied of DSAI drama. PM announce more benefit." lol see Anwar is just a trouble maker. Since Feb 2020 keep with his a$ 123 mps. Tun denied Anwar and PM announce more better news for our economy. 23/09/2020 3:08 PM soscoco 10 COVID-19 vaccine enters third phase clinical test A total of 10 COVID-19 vaccines have entered the third phase clinical test involving attempts against humans. This third phase is most important because it involves volunteers on a larger scale and this phase will also determine the vaccine effective or otherwise. For example, Johnson & Johnson's company who also entered the race to produce COVID-19 vaccines, will use 60,000 volunteers to test their vaccines named Adenovirus 26 or Ad26. The mRNA vaccine produced by German, BioNTech companies in cooperation with Pfizer and Phosun Phrlarma from China used 30,000 volunteers for tests in the United States, Brazil, Germany, and then added 43,000 volunteers. According to the U.S. FDA, one new vaccine produced is considered successful if it can protect 50 % of volunteers from being infected with diseases. Out of these 10 potential vaccines, five have received early or limited approval even though the third phase test has not been obtained. Out of the five vaccines, four companies produced from China and one from Russia. However, experts protest the initial approval given by several countries against vaccines that have not yet passed the third phase. Russian Pesiden, Vladimir V. Putin had to withdraw the announcement he made that Russia had approved the vaccine, Sputnik V. After having protested experts who were concerned with side effects, Putin said, the approval that was announced before depends on the third phase test result. Although it is not known to its effectiveness, several countries have negotiated Russia to get the vaccine between India and Brazil. UAE and China have reportedly given early approval to two vaccines that are still in the third phase test stage. UAE has given early approval to vaccines produced by the Wuhan Institute Biological Product funded by Sinopharm company. The vaccine is only for health officers in UAE. China's military military was reportedly given early approval to get the Ad5 vaccine that gave positive results in the second phase clinical test. Chinese government reportedly gave emergency approval to vaccines known CoronaVac last July for limited use While still in phase three clinical test, the vaccine manufacturer company, Sinovac has sealed the deal to supply the vaccine to Indonesia. Web Source MD, AFP, New York Times 24/09/2020 10:42 AM covid2019 woaaah this boss also doing buy backs like crazy...surely good results coming guys 24/09/2020 4:04 PM AntiFalsenews UG Healthcare (Malaysian Glove maker, listed in Singapore), up 17% last 3 days! Biolidic (Test kits), up 30% last 2 days! Healthcare flowing into Singapore market last 3 days! Retailers and Institutions are coming in, funds will flowover to Malaysia soon. Invest healthcare stocks now! Follow the money flow! 24/09/2020 4:22 PM soscoco https://www.msn.com/en-my/news/berita/ahli-parlimen-pkr-malaysia-timur-diarah-bertolak-ke-kl-kata-laporan/ar-BB19np1u?li=BBr8Hnu 24/09/2020 11:57 PM  | |
