Bullrunrun

Bullrunrun | Joined since 2020-12-07

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Stock

2021-02-25 08:12 | Report Abuse

Fund manager estimated this year for TOPGLOVE dividends 50% and 20% special patout will be 74 cents

Best payout in Bursa stock exchange

Orders has received until Q1 2022

Stock

2021-02-24 23:05 | Report Abuse

I have 30% in supermax 30% in topglove
I will buy more tomorrow

Stock

2021-02-24 23:02 | Report Abuse

Tomorrow I will all in topglove
ALL In
Retire with topglove
TAN Sri LWC is a trustworthy man
BUY

Stock

2021-02-24 22:13 | Report Abuse

报道:林志斌

(吉隆坡24日讯)冠病疫苗来到大马,手套股顿时失宠,本月已经下挫超过20%,不过市场专家认为,手套股已经跌出投资价值。

据彭博社报道,Northcape资本基金经理罗斯卡梅伦直呼,手套股的基本面依然强劲,但估值却跌至10年来最低。

“经济重启的气氛无疑影响了市场情绪,但手套股的基本面仍然强。”

卡梅伦甚至指出,在当前的超低估值下,以顶级手套(TOPGLOV,7113,主板保健股)为代表的手套股,“是世上派发最高周息率的股票之一”。

顶级手套于上个月宣布,本财年接下来的季度,将在现有净利的50%派息率政策基础上,再额外追加20%作为特别股息派发。

4手套股挫约8%

大众投行研究分析师据此预计,该公司今年估计派息最少每股74.3仙,若以今日5.23令吉闭市价计算,这可换算为14.21%周息率!

手套股今年以来遭到严重的抛售与卖压,过去5个交易日,除了高产柅品工业(KOSSAN,7153,主板保健股)周一(22日)稍微反弹之外,手套“四大天王”股价皆一路向南。

首相丹斯里慕尤丁和卫生总监丹斯里诺希山等人今日接种疫苗,更成为手套股的催命符,四支手套股今日皆下挫约4至8%。

其中,去年疫情的最大赢家速柏玛(SUPERMX,7106,主板保健股)的股价,本月迄今已下挫约24%,估值更是跌至未来一年净利预测的4.8倍本益比。

顶级手套股价本月同样跌了22%,目前处于未来一年6倍本益比的低谷,创下历史最低估值记录;去年5月时,该股的未来一年本益比高达43倍。

林伟才再回购

此外,贺特佳(HARTA,5168,主板保健股)的股价也低于未来一年本益比10倍;高产柅品则处于4.2倍。

彭博社也统计,手套“四大天王”的市值单单在2月,总共就蒸发了超过50亿美元(202亿令吉)。

手套股今日狂泻,顶级手套执行主席丹斯里林伟才今日再出手扶盘;根据交易所文件显示,林伟才今日购入377万股自家股票,占据总股数的0.046%。

至今,他通过直接和间接,共持有35.019%顶级手套的股权。

Stock

2021-02-24 21:59 | Report Abuse

Propose to buy 2 pieces of land for expansion. By next year the production will be double up

Profit can sustain, RUBBEREX top quality nitrile glove is highly demanded by overseas> ANGMO VERY KIASI ONE

BUY

Stock

2021-02-24 21:57 | Report Abuse

World is shortage of 12 billion gloves this year. Vaccination needs 2 gloves for everyone.

Next 4 QR 50 cents added up total RM2.00 per share

APA LAGI LU MAHU???

Stock

2021-02-24 21:53 | Report Abuse

It may rebound soon

The demand of glove is high and supply shortage of 12 billion gloves this year. even without the covid 19, the aging population needs more gloves globally...

BUY

Stock

2021-02-24 21:18 | Report Abuse

RUBEREX (7803) 来百利 RUBBEREX CORP (M) BHD 主要从事投资控股。 该公司通过其子公司生产和销售橡胶手套。 该公司提供各种工业和安全手套,丁腈手套,家用橡胶手套以及一次性乙烯基和丁腈手套。其中他们的工厂都在Bercham,Ipoh Perak。 它在三个主要地理区域运营-欧洲,北美和南美,亚洲以及世界其他地区。 欧洲贡献了总收入的绝大部分。同时间,公司在2020 Q3 新一轮的扩张活动会正式开始,这会让公司的Annual Installed Capacity(年最高生产量)达到2.5 Billion Capacity(目前公司的Annual Installed Capacity 是 1 Billion 左右),大约是一个150% 的增加!

***RUBEREX 2Q 2020***

BONUS ISSUE : 1 to 2 (日期稍后公布)

a) Revenue 增加 33% (RM66m 到 RM88m) 主要是因为Nitrile手套业务的需求量增加。
b) 对比上个季度,PAT QoQ 增加 148% (RM 9.3m 至 RM23m), 主要是因为ASP和手套需求量增加
c) 目前Ruberex是净现金公司,对比 Dec 2019, 现金从 RM 56m 增加至 RM 76m。
d) 公司主要收入来自Malaysia & Europe,公司还提到这季的盈利有一部分来自 Nitrile disposable glove而且operating at full capacity.

*展望未来*
a) 下个季度的业绩将会更好,主要是因为ASP和手套需求量增加。
b) 目前手上的订单已经到了 2021年上半年。
c) 1b 的新生产线将会在 4Q 2020 开始。

*Bonus Issue Ex-date: 19 Oct 2020
Entitlement date 20 Oct 2020

Stock

2021-02-24 13:01 | Report Abuse

Buy more
Time to accumulate
Virus mutated in India 8000 covid cases

Stock

2021-02-24 13:00 | Report Abuse

Buy buy buy
It offered the greatest opportunity now

Stock

2021-02-24 12:57 | Report Abuse

Mine 1.8
After lunch I will buy more

Stock

2021-02-24 09:33 | Report Abuse

Yesterday contra players maybe cannot escape today....

Stock

2021-02-24 09:31 | Report Abuse

Be greedy when others are careful.

BUY next month results will amaze everyone and 50% dividends payout

Stock

2021-02-24 09:30 | Report Abuse

Next month Topglove will announce super results with 50% dividends payout

Stock

2021-02-24 09:28 | Report Abuse

IF 3.30 means KLSE 1000 liao

Stock

2021-02-24 09:27 | Report Abuse

Cheaper get cheaper

Sales now 50% discount

Stock

2021-02-23 21:45 | Report Abuse

Buy now and keep for life

Stock

2021-02-23 20:47 | Report Abuse

After holding Hibicus for 3 years get 0.005 dividends

Today sold some move to Topglove liao

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Stock

2021-02-23 14:26 | Report Abuse

I will buy more later

Stock

2021-02-23 12:39 | Report Abuse

After holding for 4 years
finally i get 0.5 cents....

Hard earned dividends

Stock

2021-02-23 12:33 | Report Abuse

TG next QR will be next month announcement
I heard it is a boom results
Dividends maybe 20 cents

Stock

2021-02-23 12:22 | Report Abuse

Just bought TG 10,000 shares keep for life

Stock

2021-02-23 10:29 | Report Abuse

RM 5.60 now

BUY now hold for 3-5 years RM 15.00

Stock

2021-02-23 10:10 | Report Abuse

It is a debt free now

CASH IS KING

Stock

2021-02-23 01:09 | Report Abuse

Next month QR is excellent record earning and dividends

Stock

2021-02-22 21:59 | Report Abuse

EPS 2021 RM1.80

PE RATIO 3

Stock

2021-02-22 20:57 | Report Abuse

Kossan bosses also buy back 250k share each

Stock

2021-02-22 20:45 | Report Abuse

Share buy back is also good

Stock

2021-02-22 19:58 | Report Abuse

WE need more gloves...

Stock

2021-02-22 17:19 | Report Abuse

RUBBEREx may give 5 cent dividends lol

Stock

2021-02-22 17:18 | Report Abuse

Wow Green
the only glove stock green

Stock

2021-02-22 13:45 | Report Abuse

5,530 new cases and 51 new deaths in Israel [source] after vaccination

Buy Buy Buy

Stock

2021-02-22 13:44 | Report Abuse

5,530 new cases and 51 new deaths in Israel [source

Buy now or regret

Stock

2021-02-22 13:43 | Report Abuse

5,530 new cases and 51 new deaths in Israel [source]

Kossan is conservative and steady amongst all glove companies

Stock

2021-02-22 13:38 | Report Abuse

Vaccine no use

Buy next QR 50 cents EPS special dividends and bonus issue

Demand is for glove increasing every year by 15%

Stock

2021-02-22 11:34 | Report Abuse

Option 1. Buy and forget
Option 2.sell and forget

I choose option 1

Stock

2021-02-22 11:32 | Report Abuse

Steady EPS 10 cents

Stock

2021-02-22 11:24 | Report Abuse

QR result to be announced this week

Stock

2021-02-22 11:00 | Report Abuse

Today EPF buy in

Share buy back by TOPGLOVE

BUY

Stock

2021-02-22 10:59 | Report Abuse

Kossan steady no panic sell..