Gloves uncle is talking again.

Personally I think TG's loss will be supermax's gain.

Why worry? 5b cash in hand is good news. You can do bargain hunting when the market is down, how much is the penthouse costed? Thats personal investment, I don't see anythkng wrong with that?

Remember those are best companies in their fields. Why fight?

Both Genting and TG are good stocks. No need to fight, when Genting is rm3 i bought in, now TG is dropping, I shall start buying in if it hots to rm4 like supermax. I

Interesting to see how they convince the shareholders to agree the bonus issue.

I agreed if HK market is different. There is no limited down but Bursa has. Good for TG but eps gets diluted. 北水 wont look at malaysia stock unless you are 港股通。

Sandakan & Beluran? Go to the forestland and steal the sand. Sabah is already a banjir land and they choose somewhere so interior to steal or what? Seems like a con job to me.

well done to all the investors and the management.

Just bought in Supermax. Almost got Kossan at 3.72 - then the fish ran away. Have been eying for Gloves since BursaBets time.

As for Kuching I think their location isn't ideal but in KK their business is very good. I contribute to a few factors. The target market for CCK Local is on premium side as compare to CCK Freshmart which caters to general market. For KK is more exposed to international travellers/higher cost of livining, the spending behaviour is slightly different. Their KK outlet is located inside a shopping mall which used to occupy by Giants (consistently being top 3 best performance outlet in Sabah).

The neighbourhood is more affluence and currently Jesselton Twintowers which is located next to the shopping mall will definitely increase the number of footfalls which I think they will do well. The mall has just undergone phase one of refurbishment and a lot more exciting tenants are coming in.

As for Kuching, the location is quite far out and the outlet is located at commercial development which is not even fully occupied. I suspected the development is somehow related to the company if you dig deep enough. It is just not making sense for me that they chose such a location, there are plenty of good developments which are unoccupied in Kuching such as Gala City or Ibraco's Tabuan development.

Overall, I think the contribution is not too significant yet. If I were in the management, I will probably follow the footstep of Focus Point venturing into Bakery and team up with some convenience stores. However I do think that they may propose some form of bonus issues once their share price hit certain pricing points. I am definitely have great confidence in this company.

I think PBT is ok and higher tax payment. Also qoq to 2019 comes with one time gain in disposal of an asset.

CCK Local KK opened in November definitely will help to storm through the impairment. The premium supermarket opened in the best suburban mall in Sabah already contributed significantly over to the top line. CCK Local Kuching definitely dragged down the result but in mid term but I believe this company is moving in the right direction.

I have not been following any glove stocks since the Short Squeeze event. I Wow, uncle is still hard selling glove stocks. I will probably buy in some when it hits below RM 5.

Just a quick note on why this stock can't really move.
74.3% DKSH Resources SB
4.8% LTAT
Free Float only 17.9%

I think that explains why it is low volume.

Today's volume is only 20,600 and I contributed almost 50% of the total volume. I am buying in not because of the vaccines distribution but based on some good retail report from some of their products with over 20% improvement on y-o-y. If DKSH gets appointed for vaccines delivery then it is a bonus. I think for Pharmaniaga to solely undertake the task of delivery may seem to capital intense, hence I do believe that DKSH may get some (apple168). As for investorking 2020, yes I think this is a very slow moving counter and should the news is out, the volume will be much higher. I sold all my glove stocks and just got out from oil&gas and moved into consumer staples, logistics, packaging industry. Hopefully these few sectors will start moving in the coming months. Happy New Year guys. Cheers !

I will buy in at 3.50

Increase the deposit or lower the margin of finance, just like what wall street did to retail investors.

Just bought in anothrr trench at 6.77. So 3 trenches at 6.75, 6.57 n 6.77. Reserved 2 more trenches for next week. Well done guys. I think the brokers may incr

Thanks insiderforecast for your kind advice.

Too many people are not united, having the mindset buy in and take profit. As I said I am using proceeds from GME to fund for this purchase. Qorst scenario is to collect dividend.

I bought in 10 lots at 6.75, another 10 lots at 6.57.

I am so ready. Let's party.

IBs have been playing tricks, i think it is time to teach them a lesson. 6.70 is just the resistance. I think rm7 will be breached in one attempt. You won't believe how crazy when GME went up, the momentum is there. Firgetyabout fundamental or teach analysis. It is pure madness and insanity.

Typo error 415. Butter finger. If not that i want to push TG, i will wait GME till 500.

Fior those who take profit, they will have red eyrs seeing the price keeps pushing up. For shorties, i think they will lose their pants off tomorrow. Let's party.

Tomorrow lets push the price up, i just made a fortune from GME, offload at 450. Holding cost is 18. I m happy to use all GME proceeds to whack TG.

I got in at 9.67. Second trench, first was 10.12

Gemfindernenek, i thought it is 3.50. 4.00 is expensive, don't overpay bro.

JPM already covered most of their position whereas shorties are left to drown. I m taking my profits trenches by trenches.

Those shorties are running to cover their positions. Bleeding to feed us. Quite funny to see how their faces being slapped gao gao.

Damn. I am waiting for it to drop till 3.50 till falling asleep. where are the imbecile JPM analysts? Can i slap their faces even though I am noy a dato.

I m looking at 9.60 to buy in more.

AmBank is making a fool out of themselves. Who is this Thong? PAT 2.1b for 2FY21? Typo error or what? Unless he is anticipating next 3 quarters TG is going downhill.

JPM is holding Gloves stock because the fund manager thinks that's worthwhile. Whereas Malaysia JPM made called signal cos their division needs to make money. Sometimes it is not necessarily for the fund manager to agree with in house comments. Fund managers always think analysts are too textbooks based.

Just look at what JPM talked about how Tesla is overvalued and their top bosses are holding Tesla, who does not like making money? As for Jeffrey Ng, I think he may be under certain pressure to issue such report and he is infamous now.

Ibs have short enough and now start to collect. It is time to call on all positive news. For those who feel that the stock is on downtrend, please go ahead. Even NYSE can u-turn, what make you think IBs will not change their statement out of sudden. I am not surprise JP Morgan will come up with another report stating glove industry as overweight and 3x TP. Then, that will be so funny to look at their faces.

For those think glove stocks are on downtrend, please short it. I am happy to see you bleed. Those naysayers claim they have deep pockets are probably sad imbecile individuals who have been moaning why market goes against them all the time. Sometimes it is all about whether you have the capacity to hold or not. I bet you will not try to sell your properties now and hoping the price will drop further and buy back 2 years later, right ?

Just bought in at Rm 6.02. Suddenly so many analysts started to talk negative about gloves stocks. PE 12 for Top Glove is very attractive. If TG continue to drop towards RM 5. I will continue to collect gradually. Fundamental wise it is strong so I am not overly worrying about it.

I agreed it is not possible to see glove stocks restoring its glory and I think RM 7.50 is a sensible price target after taking into account of all negative news. What if the vaccines proven negatives and the number of cases continue to rise, then there will be a reversal of its fortune.

Just increased my stake yesterday. I believe market has been overexciting about the vaccines. However the outcome may not be as bright as one thinks. The lock down is very likely to continue till March 2021 and possibly till Jun 2021.

@sam singh, fair enough. I do understand your concern on poor condition for the staff who live in such terrible state. I do hope TG will look into tjis matter and improve their welfare.. We are

Their buyout of Daibochi has been an excellent decision since both can benefit from the same R&D platform. I think Daibochi is going to announce this quarter result tomorrow with Scientex's EGM. I believe some positive news will be out tomorrow.

hey guys. Calm down. For those who invested in glove stocks like myself, we do believe that this business is viable otherwise why would we want to part our fund into this company? For those who feel that this is not a viable business, we hear you. Now, please leave and brag in your own industry.

Mr Singh, your wealth is not our concern. There are others who are doing well but prefer to keep low profile so be it. I congratulate you on your success but if you think other countries are so tolerable as Malaysia, I think you may not think so even if you are returning to your ancestry home. There are always cultural differences.

I think we all agreed that this company has great potential even if we are facing a bit of bumpy road ahead. Remember Rolls Royce takes 6 months to build and Toyota takes 13 hours only. So, whatever it is happening, I am having faith in this sector even though the weightage on this sector is only 10% of my portfolio.

positive news is net CF has improved from 222m to 355m yoy. drop on inventories and hopefully new models can come out soon to boost the sales. I think outlook is improving. The management has been fairly prudence in this manner.

https://bauto.irplc.com/new-announcement.htm?NewsID=202012106600001&Symbol=5248

PBT: 34m - surprising low. 5.6% from Revenue.

I think there is something in between that we did not see, or I did not see. For revenue of 600m with NP of 24.8m means there may be some form of amortisation, impairment or cost of investment of around 5m if we take profit of 5% - 30m. I suspect the amount is used for the investment of Peugeot and Kia dealership. If that is the case, that will paint entirely different story.
Under this circumstances, the stock will rally above 1.60 because money is being invested into business expansion.

Lets hope to see the quarterly report soon.

tws13282. Revenue is 599.84m which is in line of my calculation. However, the profit is around 24.79m which is in line of your calculation. Dividend of 1.25 cent which is way below of my expectation. Hence I think the stock may not rally. Probably 1.55 max before it heads south. Not that great.

Does anybody know when is the reporting day ?

Thanks Ben

I wish more people sell glove stocks and I can acquire more at lower price, ideally RM 5. I am slowly offloading my banking, O&Gs stocks after such a tremendous run in the last few months.

I think everyone entitles their own opinions and being a sensible trader, we shall not bash others. What's the point of arguing? You can disagree with his point of view. It depends on your position. I am a long term investor and in fact I am happy to see TG has such a good result. Current price adjustment may seem volatile but it does give us a good opportunity to accumulate more stocks. In fact, I do wish the price can further adjust to RM6 or even lower to RM5. TG current outlook is positive just a bit bumpy. I do believe fundamentally it is a very good company to invest in. Gloves demand will be a long term need. Today we have covid, may be we will have another SARS or highly contagious diseases in another year or so down the road.

My question to fellow TG shareholders, do you really believe the efficacy of these vaccines. I will post you a very simple scenario, What will happen if the 90-95% efficacy of some vaccines only has around 55-65% efficacy?

Now the real test begins. Lets see what is the number like in a bigger sample.