High demand from oversea for steel and aluminum products. Furthermore, more and more sectors are open that includes the construction and property.

Alcom will wake up soon. All steel and aluminum stocks are up significantly.

Bought Nylex @ 82cent.

Alcom latest quarterly result proved its aluminum business is back. Previous quarterly result, the aluminum business profit is only 11% from its total profit, whereas the property & construction business is 80++%.

Now the aluminum business profit is increased by 226%, i.e. earning increased from 1.186million to 3.869million. Total aluminum business is 33% from its total profit.

New launched property project, HUB2 achieved significant higher sale. The profit in property segment is decreased due to slower construction progress in this MCO environment. High unbilled sales ensure the upcoming property profit.

The latest quarterly financial result is increased from the previous quarter of 5.51 cent to 5.86cent.

Alcom latest quarterly result beat expectation esp in Aluminum business which is mostly for export.

MHC is the Lowest PE palm oil plantation company now.

Leonfb starts to move up.

Malaysia has value investors.

So far, smart investor patiently accumulate @ RM1.79 - RM1.84. Weak holders only keep the shares for less than 2-3 weeks.

Harnlen low PE is due to disposing its palm oil estate. Never make any profit in these 2 years if don't take the disposing palm oil estate into account.

Comfort PE is less than 2. The most profitable listed company in Malaysia. If you are value investor you will buy it. The glove demand is still very strong amid the spread of delta variant, covid-19.

Mahsing venture into glove business that announced on 15Oct2020. Before 15Oct2020 Mahsing had already spent time on preparing many works to venture into glove business. Until today, Mahsing still can't get significant profit from this glove business.
https://www.thesundaily.my/business/mah-sing-ventures-into-glove-makin...

Most probably, end of the year Mahsing might start to see some good profit from glove business.

AT also said ventured into glove business in August 2020, but until now, AT still can't get significant profit from glove business.
https://www.nst.com.my/business/2020/08/615577/systematization-diversifies-glove-manufacturing-business

Value investors will buy Comfort share. PE is less than 2.

So far, all glove counters share price go up.

Value investors will buy Comfort share. PE is less than 2.

PE= Share Price / Earning in one year.
One year got 4 quarters.
Comfort latest quarterly result, Profit=37.75cent.
Share market always look forward to future earning. Comfort production keep on increasing and even gradually drop in ASP, the revenue will cancel the drop in ASP. This can be proved by the latest comfort revenue and profit margin. Let says comfort earning maintains for 4 quarters at 37.75cent.

COMFORT PE= COMFORT share price / earning in 4 quarters.
COMFORT PE = 181 / (37.75 X 4)
COMFORT PE = 1.21

COMFORT is the lowest PE listed company in Malayisa (or the best earning listed company)

Anyone can challenge Comfort is not the most earning company in Malaysia?
Can you tell me one more listed company that its earning is better than Comfort in Malaysia?

Comfort is the most earning listed company in FBMKLCI or lowest PE in MALAYSIA. Anyone can list a company that has lower PE(PRICE PER EARNING)) than Comfort?

Comfort is more flexible to the glove market demands as reported:

The Group has better competitive advantage as we differentiate ourselves by
producing natural and synthetic premium specialty gloves. Our machine lines are
designed in such a way that it can produce both latex and nitrile gloves, regardless of
specialty or medical gloves. The interchangeability of the line enables us to switch
production base upon demand dynamics especially there is shortage in supply of
natural or synthetic latex. Hence, even without Covid-19, the flexibility of our
manufacturing process and customer base outside the medical market has allowed us
to effectively expand our market base for specialised industrial use

Record high inflation in US, the US market are dangerous, anytime could be a significant correction. To counter the inflation, the US might increase the interest rate earlier than expected.

At least Comfort price is gradually going up now.

Director buy back Comfort stock.

Glove stocks are back.

Even fully vaccinated or 2 doses, the efficiency of the vaccine is less than 50% to prevent the covid-19 delta variant. The highest vaccinated country, Israel shows that the efficiency of the vaccine is only 39%.

The only good things are:
The two-dose vaccine still works very well in preventing people from getting seriously sick, demonstrating 88% effectiveness against hospitalization and 91% effectiveness against severe illness, according to the Israeli data.

https://www.cnbc.com/2021/07/23/delta-variant-pfizer-covid-vaccine-39percent-effective-in-israel-prevents-severe-illness.html

Wearing mask and social distance are the norm at least a few years. In other words, gloves demand are still high in these few years.

Recent quarterly financial result, the gloves counter are improving. Just compare the Harta & Kossan for earning per share,EPS, price per share & NAV:

Harta EPS=66.01 cent with NAV=RM1.91, share price= RM 6.85
Kossan EPS=41.7 cent with NAV=RM1.52, share price= RM 3.21
Comfort EPS=37.8 cent with NAV=RM1.32, share price= RM1.83

In conclusion, Comfort score the highest earning or lowest PE.

Latest quarterly financial result, the Profit up 101% in comparison with the previous quarterly result(last 3 months ago). Glove stocks profit totally beating the estimation.

Mahsing way is still far away in glove industry.

Comfort is the best earning per share glove company, the lowest PE.

Singapore vaccination rate is 75% now and most of the vaccines are US pfizer & moderna. 44% fully vaccinated Singaporean are infected by covid-19 against 56% are not fully vaccinated. At least a few years more, we need to live with covid-19 in our daily lives.

Stronger demand due to covid-19 cases spike globally. Even the fully vaccinated people can't prevent the new covid mutation. Vaccine can quite effective to prevent the serious disease but not 100%. This means all vaccinated people should wear the glove, mask, ppe, etc to fully prevent the covid-19 disease.

I think KYM can stable its price around 50cent.

Over heated, chase high is dangerous.

Read the Pelikan news at Bursa announcement.

Oversold. Even converting the 5 RCPS to 1 ordinary share the big boss needs to pay 85cent.

Public got trust deficit problem. Not easy to push up the stock.

Comfort in comparison with Topglove and Supermax in terms of share price and EPS:

Comfort EPS increased from previous quarter of 23.65 cent to latest quarter of 37.75cent, share price at RM1.97.

Topglove EPS decreased from previous quarter of 35.77 cent to latest quarter of 25.44cent, share price at RM4.36. (Topglove appeals for the US ban)

Supermx EPS decreased from previous quarter of 41.14 cent to latest quarter of 38.83cent, share price at RM3.38..

Bought Comfort @ RM1.96

Revenue increased from previous quarter of RM318 million to latest quarter RM541 million
EPS increased from previous quarter of 23.65 cent to latest quarter of 37.75cent
NTA/NAPS increased from previous quarter of RM1.01 to latest quarter RM1.32

At the end of the year, the NTA/NAPS will be more than RM2.00.
Comfort is the only glove companies that its NTA/NAPS at the end of the year is more than its current share price, RM1.97

Gold price starts to stabilize. As long as Tomei is allowed to open shop, Tomei price will increase. But, if you can't even hold your share until Shops are allowed to open. Don't buy it. Or, just waits until shops are allowed to open, buy TOMEI share.

Aminvest target price is 53cent and PublicInvest target price is RM1.39. How come so hard to get loan form Public Bank? Ambank is much easier to get loan. Public bank and Public invest are so different in doing business.

Steel is the most basic material in doing any things e.g. building,vehicle, infra & etc. The demand is always there. This is the high usage time of steel world wide to build up the economy.

China steel listed companies profit grown explosively, share price up crazily.

https://cn.investing.com/analysis/article-200464982

Malaysia steel companies are totally oversold.

China steel listed companies profit grown explosively, share price up crazily.

https://cn.investing.com/analysis/article-200464982

Malaysia steel companies are totally oversold.

Due to high inflation, building material and hardware prices up significantly, Chuan profit margin in upcoming quarter will be higher.

World are changing fast, must act according to the trend. The trend is at Chuan Huat Resource side that make majorities revenue and earning from oversea that mostly in terms of USD. The USD will become stronger due to interest hike in US that estimated in the early 2023.

Malaysia sectors metals(steel/Aluminum/copper/tin) companies as below:

Even new steel company like Tashin is in the list :

https://www.malaysiastock.biz/Listed-Companies.aspx?type=S&s1=11&s2=36

Majorities revenue of Chuan are coming from oversea to earn US dollar. Products are hardware and building materials.

Leonfb products are steel related, mostly doing local business. Leonfb fantastic earning was due to high revenue and high margin steel product. Shouldn't compare Leonfb with Chuan.

As US dollar starts to increase, Chuan stock price is the beneficial one since its business is mainly for export.

Why Tasco dropped a lot this Friday?
Buy opportunity?

Just sell your share if you have no confidence at all for the stock. Other will buy your share, but if you are in urgency, you will get the lower price.

Almost all steel stocks will rebound soon, oversold.

Almost all steel stocks will rebound soon, oversold

Almost all steel stocks will rebound soon, oversold.

All steel stocks will rebound soon, oversold.

Insiders and bursa news said that 2 directors to dispose his share, Ooi Seng Khong. Before disposal, this guy got 1.1 million share. After this disposal he has no more LEONFB shares.

Another director, Tan Sack Sen, got share 100,200, dispose his share on 3 Jun2021, now still got 200 shares only. Many LEONFB investors have more shares than him.

Steel company is allowed to open with 10% workforce during FMCO. Actually, all sectors are affected by FMCO. Some are even totally closed.