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![]() Pgraduate123 Or perhaps as special April 2020....Friday also can LIMIT Up one... Hoott9e 15/04/2021 6:16 PM IMwhatIM The run has just started. I m very sure Ah Chi and Ah Kow from places like Jinjang and Kepong wet markets have yet to chase up the glove share prices for this round. The run is only over when they have come , got themselves burnt and have left rhe market scene. Anyway at this closing price of RM2.66, the PE multiple has gone up slightly to only 4.29X. There is still alot of upside. If you have not bought or you have not bought enough just CLOSE YOUR EYES AND BUY. For some who cannot see the attractiveness of low PE multiples, they off-load at RM2.30 or RM2.40. These are the people who will come back and buy at higher prices like RM2.85 to RMRM3.00. To make good money the player needs to understand the numbers ( which change quite rapidly) and have confidence in the numbers they are acting on. Interesting to see if there are many buyers scrambling to buy Comfort shares when the bell rings at 9.00am tomorrow. There will always be weak holders or short term players selling when it has gone up quite a bit today. Long term players incl fund managers are not likely to sell at this price. The latter will not go away with 10% profit. They are looking at MINIMUM of 40-50% profit. Most fund managers will not invest in counters that are likely to appreciate less than 30% in 12 months. 15/04/2021 6:56 PM afif95 good to break the downtrend line before going up till jun Q12022. will open again on june 15/04/2021 9:00 PM James Ng https://klse.i3investor.com/blogs/general/2021-04-15-story-h1563339169.jsp [转贴] [Video:浅谈COMFORT GLOVES BHD, COMFORT, 2127] - James的股票投资James Share Investing 15/04/2021 9:18 PM Peace99 To comfort boss, thanks for the free warrants, now brokeeven for me, dari rugi ke untung, finally! 16/04/2021 12:10 AM Tan Yew Meng COVID-19 deaths in France exceed 100,000, eighth-highest toll in world https://www.reuters.com/business/healthcare-pharmaceuticals/frances-covid-19-death-toll-breaches-100000-casualty-mark-2021-04-15/ 16/04/2021 2:41 AM Goldberg Hospitals run short of beds as Asia's COVID-19 cases surge. ------------------------------------------------------------ By Neha Arora, Chayut Setboonsarng April 15 2021. NEW DELHI/BANGKOK (Reuters) - India and Thailand reported record daily coronavirus cases on Thursday, as a new wave of infections, combined with a shortage of hospital beds and vaccines, threatens to slow Asia’s recovery from the pandemic. https://www.reuters.com/article/health-coronavirus-idUSKBN2C213Z 16/04/2021 7:53 AM Goldberg LATEST Pfizer CEO says- 1-Third Covid vaccine dose likely needed within 12 months. 2-People may need to get vaccinated against the coronavirus annually. ---------------------------------------------------------------------- APR 15 2021 KEY POINTS >Pfizer CEO Albert Bourla said people will “likely” need a third dose of a Covid-19 vaccine within 12 months of getting fully vaccinated. >He also said it’s possible people will need to get vaccinated against the coronavirus annually. https://www.cnbc.com/2021/04/15/pfizer-ceo-says-third-covid-vaccine-do... 16/04/2021 7:55 AM Dannyfyl88 Gloves 2.0 in play... this is going for 3...4...5... Formula 10/1 ... or 1/10... still confused. YY pls enlighten us.. Where is the bugger?? 16/04/2021 9:19 AM IMwhatIM Comfort is the hottest stuff in the market place now. You should thank God if you have already bought some. Even at this price, it is a "sure" winner. 16/04/2021 9:32 AM IMwhatIM Research houses are calling a buy on the top 4 glove counters and they left out COMFORT. I thought that is the silliest mistake they have made. They cannot see the writing on the wall. So blind. Its unreal. 16/04/2021 9:37 AM kfliau I am so thankful to have switched all from Maybank to comfort. Now recovering part of my massive losses 16/04/2021 9:51 AM IMwhatIM I bought some at RM2.73 late yesterday just to " see if my instinct was right on the share". It was a scary thing to do but its nice feeling if you get it right. Not a big quantity, its ok just for fun. 16/04/2021 9:55 AM Fklim888 hmmm exciting day.... next week onwards RSS and shorties pls go away... lol 16/04/2021 4:58 PM Dannyfyl88 Any green day is a good day. So quiet from the shorties. Cockroaches disappeared when sunshine appears. Next week Red...they will come out again. Trust me... never failed. Formula 1/10 or 10/1? Still confused. 16/04/2021 5:31 PM IMwhatIM Do what you want to do and be what you want to be. Only the fittest will survive. 16/04/2021 7:46 PM Goldberg LATEST ON GLOVES SECTOR Demand Remain Robust Massive resurgence of Covid 19 Citing the World Health Organization, Bloomberg reported that Europe has surpassed one million deaths from Covid-19 and the situation remains “serious”, with about 1.6 million new cases reported each week in the region. Malaysia also saw the new Covid-19 cases increased further yesterday to breach the 2,000 mark with 2,148 cases. The last time the country registered daily new infections above the 2,000 mark was on March 5 with 2,154 cases. ASP - Still Strong However, we do not expect ASP to fall off a cliff despite average lead time being reduced from 300 days in early Jan 2021 to 200 days currently, compared to 20-30 days pre-COVID-19 supported by post-pandemic demand growth averaging 15%-20% per annum. ASP trend is expected to soften next year albeit at a slow pace on the back of still robust demand. Malaysian glove players which commands 68% global market share and have consistently evolve and innovate in terms of capacity, products and plant modernization via automation. Global demand growth at 15-20% per annum post-COVID-19. According to the Malaysian Rubber Glove Manufacturers Association, the global shortage of rubber gloves will sustain beyond 1Q 2022 with growth rate averaging between 15% and 20% per annum going forward compared to pre-COVID-19 of 8%-10%. Heightened Hygiene Awareness Heightened hygiene awareness extending beyond the healthcare sector. Incremental volume growth is expected from new users of examination rubber gloves including nitrile and latex-based ones. 16/04/2021 8:36 PM Tantoro Latest news report USA also have India double mutation in several states that will escape from vaccine. so sad but scary 17/04/2021 4:14 PM Tantoro New cases of 'double mutant' COVID-19 variant detected in U.S. state 12021-04-09 14:29:44CGTNEditor : Zhang MingxinECNS App Download Special: Battle Against Novel Coronavirus Five new cases infected with a "double mutant" of COVID-19 variant have been identified in the San Francisco Bay Area, California, CNBC reported on Thursday. The new cases were identified days after the area reported the first such case. The variant was first detected in India last month. It was dubbed "double mutant" as it carries two mutations of SARS-CoV-2 strains E484Q and L452R. These mutations are not new. The E484 was also present in the variant that was first detected in South Africa and Brazil. And the L452R mutation was observed in the U.S. and Europe, but the new variant carries both of them. "Something that has not been seen in other variants," the CNBC reported. It is suspected to be more contagious and reduce the effectiveness of existing vaccines. "We don't quite know that yet, although these mutations I've talked about have been associated with increased transmissibility," Dr Benjamin Pinsky, medical director of Stanford's clinical virology laboratory, which discovered the new variant in the U.S., said in the ABC7's show "Getting Answers" on Wednesday. "In fact, in India, this new variant accounts for 15 to 20 percent of cases in one particular state." It also remains unknown whether the vaccines will be less effective against the variant, but researchers have some information on experiments on the individual mutations suggesting that "antibodies will be less able to neutralize" the variant, Pinsky added. 17/04/2021 4:18 PM selesa2020 The number of people who have died worldwide in the Covid-19 pandemic has surpassed three million, according to Johns Hopkins University. 17/04/2021 8:41 PM Goldberg Lets recap from early Dec 20, when JP Morgan downgraded TG to TP of Rm3.50 . Now after 4 months....... a) Are international borders open? b) Has the testing rate reduced? c) Vaccination rate satisfactory? d) Herd Immunity achievable? e) Conclusive sign of pandemic/endemic is under control? f) Can JP Morgan confirm there would not be new variants to cause 4th, 5th or 6th wave of Covid 19? f) Any idea/indication on all the above by JP Morgan to when the publish the report on glove counters price target yesterday? JP morgan taking Malaysain retailers for a ride again. 17/04/2021 9:28 PM pang72 Posted by pang72 > Apr 18, 2021 10:30 AM | Report Abuse X A lot of people miss understand that we support glove because wanna to see covid cases go higher!! This is a small portion of uneducated people who did not aware that glove is key ppe to fight for covid. What if the world without glove in one day? Will covid spreading 10x faster? Answers is YES!! TO help the word to fight for covid, we should own glove to to protect and support them to produce more gloves to fight the disease!! Hope everyobe to contribute to society to stop covid!! 18/04/2021 10:33 AM IMwhatIM It will be exciting for Comfort tomorrow morning: (1) if there had been many short term players last few days, they are likely to contra off cos it has gone up quite significantly (2) if the market believes that at RM2.76 it is still cheap considering the PE is still less than 5X, many will cramble to load it up. The drastic increase in infection cases all over the world would attract many investors to the glove sector. I am cautiously optimistic about the sector's prospects and tend to believe that the counter will continue with its upward trend. Good chance it will hit RM3.00 Sleep well and we meet in the market place again tomorrow. 18/04/2021 9:31 PM ![]() ![]() | |