On 4th of September, daily COVID-19 case in the world has hit the highest, break 300k (300,459).

Tomorrow could be higher as I already start to observe increase of numbers from D-1

It will only keep on increasing followed by death rate soon.

Gloves bull run will not end until proper vaccine phase 3 trial.

Pharma counters are just purely fry counter for now, overvalue and please don’t be a fool !

After the pandemic please donate some of your earnings from gloves stock thanks.

On 4th of September, daily COVID-19 case in the world has hit the highest, break 300k (300,459).

Tomorrow could be higher as I already start to observe increase of numbers from D-1

It will only keep on increasing followed by death rate soon.

Gloves bull run will not end until proper vaccine phase 3 trial.

Pharma counters are just purely fry counter for now, overvalue and please don’t be a fool !

After the pandemic please donate some of your earnings from gloves stock thanks.

On 4th of September, daily COVID-19 case in the world has hit the highest, break 300k (300,459).

Tomorrow could be higher as I already start to observe increase of numbers from D-1

It will only keep on increasing followed by death rate soon.

Gloves bull run will not end until proper vaccine phase 3 trial.

Pharma counters are just purely fry counter for now, overvalue and please don’t be a fool !

After the pandemic please donate some of your earnings from gloves stock thanks.

On 4th of September, daily COVID-19 case in the world has hit the highest, break 300k (300,459).

Tomorrow could be higher as I already start to observe increase of numbers from D-1

It will only keep on increasing followed by death rate soon.

Gloves bull run will not end until proper vaccine phase 3 trial.

Pharma counters are just purely fry counter for now, overvalue and please don’t be a fool !

After the pandemic please donate some of your earnings from gloves stock thanks.

On 4th of September, daily COVID-19 case in the world has hit the highest, break 300k (300,459).

Tomorrow could be higher as I already start to observe increase of numbers from D-1

It will only keep on increasing followed by death rate soon.

Gloves bull run will not end until proper vaccine phase 3 trial.

Pharma counters are just purely fry counter for now, overvalue and please don’t be a fool !

After the pandemic please donate some of your earnings from gloves stock thanks.

If the above result is true. Topglove and Supermx still have plenty of room to stretch in terms of earnings. Thank you.

If the above result is true. Topglove and Supermx still have plenty of room to stretch in terms of earnings. Thank you.

I copy and paste from a Polish forum about Mercator. Please read.

Hi!welcome to our forum. BTW, how did you find us?Please be informed ;-) that we are pretty aware about Malaysian glovemakers and their performance during pandemic. We are watching this forum https://klse.i3investor.com/servlets/forum/800001345.jsp on regular basis , articles published by KYY and other bloggers.There are several reasons of such a good performance of Mercator and increasing the value of shares :- perfect timing and luck in business decisions - Mercator just finished construction of its second factory of nitrile gloves, whilst in the same time they converted the first factory from latex to nitrile. Just after the work was done the virus hit us. So they have free capacity to allocate.- underperformance in 2019 due to buyer's market and high investment costs. Share value was as low as 7 PLN in 2019 making capitalisation of 70 mln PLN only. But the major shareholder was aware of company value and was buying shares these days.- mixed model of business : production (nitrile gloves) + distribution (latex, surgical, household, cleanroom etc) . If I can compare to any Malaysian company - Supermax is the closest hit.- direct contracts with end users: hospitals, authorities, nursing homes, not only in Poland (40 milion residents) but in the whole Central and Eastern Europe. - direct contracts with major US importers like Ammex- strong own brand in Poland and region. Superb quality. Certificates. Own distribution centres.- company is family owned, relatively small, agile, the President and major shareholder, Mr Zyznowski is not only experienced businessperson with strong educational background (PhD) but has a kind of personal charisma of great philosopher.On Monday is expected an official quarterly report for the 2nd quarter , on Tuesday there will be a conference with the company management (possibly the President). The forecast for the Q2 was 209 mln PLN PAT and 374 mln PLN turnover. The ratio 209 / 374 is exceptional , better than Supermax achievement and according to rumors on our forum, an official result can be even better !That's why we are experincing the latest rally from 320 to 394 PLN while competition is in red. Sadly, I did not find any official reports in English, neither on Mercator website, nor other official websites of Warsaw Stock Exchange. Strange.If you dare to ask Google for translation, please follow this link http://biznes.pap.pl/en/reports/espi/company/1592,0,0,0,1some other info in English https://mercatormedical.eu/investor-relations/mercator-medical/strategy-of-developmenthttps://mercatormedical.eu/relacje-inwestorskie/raporty/Raport_kwartalny_za_1._kwartal_2020

I copy and paste from a Polish forum about Mercator. Please read.

Hi!welcome to our forum. BTW, how did you find us?Please be informed ;-) that we are pretty aware about Malaysian glovemakers and their performance during pandemic. We are watching this forum https://klse.i3investor.com/servlets/forum/800001345.jsp on regular basis , articles published by KYY and other bloggers.There are several reasons of such a good performance of Mercator and increasing the value of shares :- perfect timing and luck in business decisions - Mercator just finished construction of its second factory of nitrile gloves, whilst in the same time they converted the first factory from latex to nitrile. Just after the work was done the virus hit us. So they have free capacity to allocate.- underperformance in 2019 due to buyer's market and high investment costs. Share value was as low as 7 PLN in 2019 making capitalisation of 70 mln PLN only. But the major shareholder was aware of company value and was buying shares these days.- mixed model of business : production (nitrile gloves) + distribution (latex, surgical, household, cleanroom etc) . If I can compare to any Malaysian company - Supermax is the closest hit.- direct contracts with end users: hospitals, authorities, nursing homes, not only in Poland (40 milion residents) but in the whole Central and Eastern Europe. - direct contracts with major US importers like Ammex- strong own brand in Poland and region. Superb quality. Certificates. Own distribution centres.- company is family owned, relatively small, agile, the President and major shareholder, Mr Zyznowski is not only experienced businessperson with strong educational background (PhD) but has a kind of personal charisma of great philosopher.On Monday is expected an official quarterly report for the 2nd quarter , on Tuesday there will be a conference with the company management (possibly the President). The forecast for the Q2 was 209 mln PLN PAT and 374 mln PLN turnover. The ratio 209 / 374 is exceptional , better than Supermax achievement and according to rumors on our forum, an official result can be even better !That's why we are experincing the latest rally from 320 to 394 PLN while competition is in red. Sadly, I did not find any official reports in English, neither on Mercator website, nor other official websites of Warsaw Stock Exchange. Strange.If you dare to ask Google for translation, please follow this link http://biznes.pap.pl/en/reports/espi/company/1592,0,0,0,1some other info in English https://mercatormedical.eu/investor-relations/mercator-medical/strategy-of-developmenthttps://mercatormedical.eu/relacje-inwestorskie/raporty/Raport_kwartalny_za_1._kwartal_2020

After reading your blog. I have to say that your contents are dogmatic and inaccurate. You think you write well does not mean you have done well research in the glove industry. We are still far away from the peak

Have you done research on a Polish Glove Manufacturer called Mercator Medical SA that operates OBM business model, atleast check on the company background ? Do you know how much revenue they’re going to generate in their coming Q2 result ? Let me share with you. Next Monday the company will be releasing its quarter result for April, May and June. OBM competitor with 6 billion annual production capacity of nitrile gloves, that will generate them PLN 350mils, PAT PLN 200mils. Currency exchange rate is MYR 1 to PLN 0.90, which is more or less the same. Profit margin of 55%

With that being said, Supermx’s winning OBM business model is the most relevant when it comes to comparison. 28b gloves annual capacity. There is still plenty of room for Supermx to stretch in terms of earnings.

Oversupply of gloves in 3-6months is rethoric. Backlog orders for Topglove is 560 days. This will only keep on increasing and we cannot even close to over demand gap until mid 2022 even if all glove manufacturers in China (INTCO), Thailand (Sri Trang), Malaysia (Big 4) and other small cap manufacturers ramp up their production from now.

For F sakes, do a bit of research. Glove industry has at least 50% more of room to grow.

Run la ! You follow stockraider you go Holland ! Vaccine out also not Malaysia turn first atleast another half a year ! this counter qr will not sustain for atleast 3-4 quarters !

Share price will soon kaput ! Take profit and run !

https://www.industryweek.com/the-economy/trade/article/21140720/the-us-can-break-its-dependence-on-the-asian-ppe-supply-chain

World 60% of PPE dependent on Malaysia ! Think twice !

Tomorrow, if you see share price drop please do not panic guys ! It is due to bonus issue and share price will be theoretically adjusted !

Yes. I have acquaintances came and asked why share price dropped today. I can’t imagine those auntie uncles and new retailers who don’t know what’s going on

marikoken I’m curious. Really got ppl think price drop instead of bonus issue??? New investors nowadays so misinformed?

Mercator Medical SA (Polish Glove Manufacturer that supplies medical gloves to Europe and US) is on bullish trend. Good news to glove counters especially Topglove and Supermx which are undervalue now ! Hold tight and add more into your portfolio ! we will skyrocket soon

I hope tomorrow BI. Retailers will stay calm and don't panic sell off your holdings. if drop , add more in your collection ! Mercator Medical SA is back on bullish again ! it is a good news to glove counters ! Hold TIGHT !

Follow stockraider can really bring you all to holland.

Solution will collapse because QR cannot justify shareprice. This is a goreng counter. Take profit and run

Follow stockraider can really bring you all to holland.

Solution will collapse because QR cannot justify shareprice. This is a goreng counter. Take profit and run

Follow stockraider can really bring you all to holland.

Solution will collapse because QR cannot justify shareprice. This is a goreng counter. Take profit and run

All false statement.

1. Peak demand ? - Backlog order 560 Days and keep increasing, clearly states over demand

2. Excess Capacity and Intense Competion ? - Limited capacity and manufacturers are ramping up production line to meet over demand and it is still healthy

3. Vaccine coming loh...!! - WHO has yet any confirmed vaccine. Not until early 2021. Phase 3 requires a least half a year. Political vaccine yes. Those for emergency use maybe cucuk one on stockraider first. See if he will die anot.

4. Selling price collapsing loh...!! - ASP still increasing each month as shown in IR briefing

follow stockraider can bring you holland.


stockraider Tapi overvalue going forward profit cannot sustain mah...!!

Bcos;

1. Peak demand

2. Excess capacity & intense competition

3. Vaccine coming loh...!!

4. Selling price collapsing loh...!!

You are truly sorhai lor. You know why ah ? WHO's website provides the genuine datas ma ... if not refer to your butt har ? which part of you got credit leh ? Solution har ?

recovered patient can also get reinfected mah I also hope vaccine fast fast develop also but no lor, Cansino/Sinovac/ Russian vaccines show 40% efficiency rate how leh ? Inject them in you first want ma ?

stockraider U should read active cases mah...not the overall total cases which are over reported mah...!!

The recovery rate about more than 80%...after recovery these people got immune anti body covid 19 loh...!!

too many uninformed/uneducated retailers in Bursa failing to understand Bonus Issue. They have sold their shares when they see a huge drop in share price today because of BI. I hope they learn their lessons today and go educate themselves from MR.Google/Youtube or attend some value investing courses. Not just blindly invest and don't know what's happening and get trapped

PPE demand has gone up and will keep on increasing because countries have close to no inventory for PPE due to Pandemic ! May you refer to WHO about the daily infection case - no sign of reversal. TG as the largest gloves manufacturer produces 80 billions pcs of gloves annually. The backlog order for TG is 560 days. Which part of it you do not understand is over demand ? your brain got water ? Over demand will go on for 1-2 years even vaccine is created and can only be even out if manufacturer increase their former production lines and it takes time.

Thus, coming quarter result will only increase exponentially and for many quarters to come. Share price will follow suit fundamentally.

enghoo When price up, push for target price. When price down, price correction. Hahaha. Always a reason just like a scammer.
The cases around globe is more controlled rather than spiking high and the PPE demand will be much higher? No way.

Mask that can kill corona virus ? Come on guys. It doesn’t make flying sense

Sell your mom pussy

gamblegod Time to sell all!

Pantat kau la bodoh RM 1. Orang miskin tetap miskin sebab akal tak pakai. I buy gloves choke die you

Abdulhamid Uncle lim beli 500k share jual 50 juta kasi investor yg cukup bodohhhh

Top grove kalau rm 1 boleh beli la.

Ini macam mia harga untung uncle lim.. beli saham dia serupa buang duit dalam laut

Seĺllllllllllll

776million ? Sorry bro too less. 1 BIllion PAT thanks

Notion sells mask that can kill virus ?

The only downside risk is having you in this forum rr88
Go let dog ***k la. I was here when RM 7. Your barked all the way to now. Come back when RM 35. Thank you


rr88 The future is not glove. The future is GOLD. It took it 9 yrs to complete a cup formation n just broke out of its previous peak in 2011. Its well on its way to usd2700.

Whether 9 yrs or 9 days, the magic still happens. As i said this aspect of market has not been explained by science.

2011 peak usd1900
2015 bottom usd 1100
Next peak above usd1900 = 1900 + (1900 - 1100) = 2700.

We are now at very early stage of this move = 2038.

So you can say there is a lot more room for Bahvest & Pohkong to move with a buy n hold strategy as gold does not swing that fast.

What you need is a little brain, and you can make good money in this market.

Supermx n other gloves? They are all hv become too pricey where downside risk has tremendously outstripped marginal upside potential. Bcause these things always hit the peak n come down to stabilise at lower level. There will come a time when you are already at this peak but you are still looking at another peak higher, without realising that you infact already at this peak. And major players will sell off the peak, not at the peak.

Hartalega is not with this current share price. Go to Supermx or Top Glove

The next day kyy will say sell Topglove go Harta

Yea chee bye kyy. Serve you just right.

Supermx will fly and of course needless to say, behind Top Glove

Who is KYY ? I never heard of it, can eat ah ?
You all buy Supermx share based on someone ? If you know the fundamental of Supermx is worth something and you buy it in the first place. Why do you panic because of a person ?

Jaks lousy management. Their top management scold their employees like dog. They paid auditor under table in all their quarter results. My colleague used to be in the company’s finance department. He said employees there all together threw resignation letter at a same time.

Facts: Earliest by next year for vaccine to be developed.

Yea buy it. Ask your father mother girlfriend and family members as well.

80668471 why supermx-HA not moving? can buy?
17/07/2020 1:10 PM

Gap Up tomorrow


DJoker89 tomorrow before market open,
supermx will have ceremony to chair the Glove Dragon Head...

Stay tune......HAHAHHAHAHAHA
Huat Ahhhhhhhhhhh

So easy pop ah ? I pop your mom and sister cherries I tell you. Go study more, read more books.



buffet3333 The bubble gets too big, it will POP, very natural phenomenon, tomorrow prepare for CRASH
16/07/2020 5:11 PM

Auntie uncle already been talking it many months ago. You should out only when you heard kids talking on the street. Else you’re still safe

Vaccine out latest end of the year. Don’t trust sinkalan

TeamRocket I believe you are collecting low now huh haha. It should be fine just hold tight, as I’m holding mine.

Coming QR last round I estimated atleast 250mil. Now is confirm atleast 350million reinforced by IB reports.

A correction is healthy in order to embark to next new high

I like haters. Please proceed to put warrant and be prepared to lose until left with no underwear. =] I hope you all ham ga fu guai

Hold tight or your tickets all go to banks

Wakanda forever !


Jiasaihooi No worries guys, tomorrow my tribes aunties and uncles would pump in RM 100 millions to pull up the price.

coming Quarter supermax PAT is min 300 mil profit after Tax..
15/07/2020 2:36 AM

Don’t focus on Airasia else your money will be stuck for many years down the road. They’re on the brink PN17. Don’t bang yourself on the wall. People are just idiot tell you to buy/collect cheap. Stock investment is cruel. No one is your friend

Wow still no correction today. Superman is flying high

Fake news