Huangbk72

Huangbk72 | Joined since 2013-11-21

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2024-03-13 20:39 |

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2024-03-13 11:28 |

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2024-03-13 08:31 |

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2024-03-13 08:28 |

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2024-03-12 18:06 | Report Abuse

Reminder

Upcoming PP will be discounted

Dont be in the room when shit hits the fan

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2024-03-12 15:01 | Report Abuse

ConMabel still hiding..

Not even going back to Serba after few years promoting.

Pitiful

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2024-03-12 14:52 | Report Abuse

ConMabel so proud SAP stuck over 1 year

ConMabel still hiding away from Serba

ConMabel also shying away from Capital A.. keep reloading from over RM1 till 83/84c

Very Suay ... Follow this conman Mabel sure go Holland 😁😁

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2024-03-12 10:34 | Report Abuse

Hahahaha.. Ular cannot cari makan in Top Glove?

Your queen ignoring you ka 😂😂😂😂

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2024-03-12 10:28 |

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2024-03-12 09:22 |

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2024-03-12 08:39 |

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2024-03-11 20:33 |

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2024-03-11 19:19 |

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2024-03-11 18:16 |

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2024-03-11 16:56 |

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2024-03-11 16:03 |

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2024-03-11 15:57 | Report Abuse

by PUBLIC INVESTMENT BANK BHD

ALL three glove players under our coverage, namely Top Glove Corp Bhd, Hartalega Holdings Bhd and Kossan Rubber Industries Bhd, posted a weaker set of results in the recent quarter, mainly due to lower average selling prices (ASPs) and sales volume.

We believe the operational landscape for Malaysian glove makers would still be challenging moving into the first half of 2024 (1H24). Given the prevailing price competition from Chinese’s glove players, Malaysian producers would not be able to raise ASPs meaningfully.

Moreover, the upward trend in raw material prices would exacerbate the challenges in maintaining operational margins.

We believe the recent positive movements in share prices have outpaced its fair valuation and as we do not anticipate any positive earnings surprises in the medium term, therefore, we downgrade the sector from ‘Neutral’ to ‘Underweight’.

https://themalaysianreserve.com/2024/03/05/rubber-gloves-lacking-positive-catalyst/

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2024-03-11 14:10 |

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2024-03-11 12:48 |

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2024-03-11 12:07 |

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2024-03-11 12:05 |

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2024-03-11 11:56 | Report Abuse

That is not a chopping board when there is no loser punishment.

Mainan kanak kanak

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2024-03-11 11:51 |

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2024-03-11 11:43 |

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2024-03-11 11:40 |

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2024-03-11 11:37 |

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2024-03-11 11:33 |

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2024-03-11 11:31 |

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2024-03-11 11:23 |

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2024-03-11 10:01 |

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2024-03-08 18:51 |

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2024-03-08 18:35 |

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2024-03-08 17:19 |

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2024-03-08 17:10 |

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2024-03-08 16:47 |

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2024-03-08 16:46 | Report Abuse

Look at latest GP margin from INTCO - 15.74%.

What is Malaysian glove makers GP? After cut everything still less than 5%

IB keep saying market recovery in 2026 .. which is correct
But IB didnt mention market share of Malaysian makers cannot recover.

https://www.marketwatch.com/investing/stock/300677/financials/income/quarter?countrycode=cn

Posted by UlarSawa > 23 seconds ago | Report Abuse

Ular read the newspaper with Title like this leh. Dunno why never mentioned Msia instead of China leh. Msia Gloves not competitive kah. Haiyoh. Correct?



More medical gloves are coming from China, as U.S. makers of protective gear struggle

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2024-03-08 16:27 | Report Abuse

IB report also not accurate.

China glove makers are making profit even selling at lower ASP. More upcoming supply from China.

China glove makers are still on expansion with newer factories with higher efficiency. AI based.

https://www.globaltimes.cn/page/202401/1305114.shtml

Malaysian glove makers are stuck with legacy problem of old factories and old tech.

Gloves makers in Malaysia are in sunset industry.

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2024-03-08 15:34 |

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2024-03-08 15:26 |

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2024-03-08 15:15 |

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2024-03-08 14:39 |

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2024-03-08 14:33 |

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2024-03-08 13:10 | Report Abuse

More than welcomed.. I accept

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2024-03-08 10:04 |

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2024-03-08 09:35 |

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2024-03-07 08:40 |

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2024-03-07 08:37 |

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2024-03-07 08:31 |

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2024-03-07 08:27 |

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2024-03-07 08:15 |

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