Uncle KYY must be very confident on its future, otherwise won't simply break his golden rules!

Turnaround stock is always powerful, somemore with this kind of low price.

Vaccine production 1.3b per year, world population 7b+, somemore have to transported under -70 deg C. Really need long long time for vaccination.

Production line starts soon next month to contribute to the group revenue and profit!!! Turnaround stock is always powerful.

Building glove plant in US and UK, the cost will be high then.

When is the entitlement date of dividend share distribution?

The cluster Jalan Meru is very near to Top Glove factories and hostels in Meru.

Tmrw we can refer to Top Glove latest Qtr Profit to foresee the coming Qtr profit of Supermx!

Think will drop until reasonable PE, no more forward PE, then slowly up after revealing of better result Q after Q.

US 3 future index are in green now, tonight US market may rebound

The value resurface

The value resurface!

Omg lead time become extended to 600days!!!

Yes, KYY become trader now

More and more companies join this glove industry and start build glove factory which take 12-18months to complete. They must have conduct proper market research as have to spend many millions.

Top Glove US share price rise 9%. Hope today Top Glove Msia follows.

Glove counters will getting more and more immune with the vaccine news in the future.

Supermx definitely not overvalued if you compare with Harta

Top Glove can easily sustain the profit growth quarter after quarter by increasing it's allocation of capacity for spot order from time to time. Its current 30% spot order is similar with the whole capacity of Supermx!!!

PE10 for RM17.40? Never saw PE 10 for big four since the past many many years as big four never record loss making in any single quarter.

PE26 is the industry avg PE base on history.

If Warren Buffet buy, for sure he will choose Top Glove!

Windfall tax? Had government helped the glove industry during the previous hard time?

Yttihs, plz add me. Tq

H1N1 2009 has proved that vaccine need more gloves.

For sure the highest profit from gloves manufacturers belong to Top Glove. Now only Top Glove can beat its record by itself.

Prospect is well written by Harta. They expect the rising of demand for coming years! Not quarters.

Correct me if I am wrong.

The price of Top Glove on 15 July 2010 was much higher compare with in Aug 2009.

During the H1N1 pandemic, glove counter price did not slump after 4 vaccines approved by FDA in Sep 2009. The stock price of Supermx was peak on 7 April 2010 whereas Top Glove was peak on 15 July 2010.

Couldn't agree more

NZ foodstuff is one of Top Glove 2000+ customer. The effect should be not as big as the US ban.

The qty of TG share in market is huge, not easy for retail investor, anyway, at the end everyone would like to make money as long as the company can perform.

May be at certain point of time in 2021, the net worth of Tan Sri Lim can surpass Robert Kuok.

Director still buy at 24.775

One off gain 15.4m

Go visit the biggest cluster of TG factories in Meru Klang and you will be amazing of the congested parking of containers for shipment in front of their buildings and some even have to park at the road side.

This may due to the nature of the business where the customers already paid deposit and won't simply cancel the order.

The share price of OEM manufacturers will have longer bull run compare with OBM during the tail end of pandemic as happened in 2010 for H1N1.

Not once vaccine came out at Sep 2009.

Top Glove share price was at the peak on 15 July 2010.

Fyi, WHO announced the end of global pandemic H1N1 in Aug 2010.

Until the extent where the virus activity is really very low, generally under control, the sales of glove will drop like happened in 2nd Qtr 2010.

And glove counters still record continuous profit growth until first quarter of 2010. Why? It may because as long as the virus still persist, those countries still stockpile glove to prevent another wave because they learn from previous lesson of paying super high price for spot order.

Only by Dec 2009, the vaccine was available to everyone. Even in 2010, the virus activity is below baseline but still persist for several months.

Timeline of H1N1 2009 from CDC is very good reference. Even FDA approved 4 vaccine since early of Sep 2009, it need time to execute.

https://www.cdc.gov/flu/pandemic-resources/2009-pandemic-timeline.html

Base on historical share price, for long term the price will only continuously break new high as long as the profit grows quarter after quarter. The price of Supermx was at peak on 7 April 2010 during the time of H1N1.

The time to execute vaccine for Covid 19 is expected to be longer as many more people need it compare to vaccine for H1N1.

Timeline of H1N1 as good reference for. Even though after vaccine is approved by FDA in Sep 2009, it need time to execute and profit of gloves company still can grow until first quarter of 2010.