Jonathan168138

Jonathan168138 | Joined since 2024-05-15

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Stock

3 days ago | Report Abuse

Net lost dropped 50% already can celebrate V shaped recovery. Not necessary must be a green result.

Like that we can play 4th and 5th round profit taking ma. Kao Chai Mai?

Posted by 5231428 > 2 hours ago | Report Abuse

I believe the QR will show a profit from now on.

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3 days ago | Report Abuse

Market already expected good result to be announced next week Wednesday. Big reduction in net lost also could be a good news.

My TP 1.25 is a reasonable target.

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4 days ago | Report Abuse

TOP GLOVE CORPORATION BHD ("the Company")

NOTIFICATION OF RELEASING THE THIRD QUARTER 2024 FINANCIAL RESULTS
The Board of Directors wishes to inform that the Company will be releasing its third quarter financial results for the period ended 31 May 2024 on Wednesday, 19 June 2024.

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1 week ago | Report Abuse

DatoT20 are you still holding Sapura Energy?

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1 week ago | Report Abuse

Congratulations Mike !! Jaks finally hit bottom and rebounding strongly!!

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1 week ago | Report Abuse

Whatever trap lah the price going to move all the way up from now onward.

Don't just look at technical chart, you must look from business perspective ma. The gloves industry already transit from Winter to Spring, later in year 2026 going to be super hot like summer. 😂😂😂

Can understand ??

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1 week ago | Report Abuse

Hahahahha local IBs now singing the same song like JPMorgan.

(Highlight) Maybank Investment Bank (Maybank IB) has maintained its 'buy' rating for Hartalega Holdings Bhd (KL:HARTA) at RM3.19, with an unchanged target price (TP) of RM4.50, saying the average selling price (ASP) outlook is also improving for the glove maker, as it fully passes on higher raw material costs to customers.

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1 week ago | Report Abuse

Sekor musang liar stuck atas tangki air PBA 25 tingkat. 🤣🤣🤣🤣🤣

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1 week ago | Report Abuse

Hi Johnchew / MikeCyc and supporters please help to flag red the OxB Macai #1`s posts.

This Penang guy posting low class dirty posts, obituaries.

Please send him back to his mother`s womb.

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1 week ago | Report Abuse

KS55 and supporters please help to flag red the OxB Macai #1`s posts.

This Penang guy posting low class dirty posts, obituaries.

Please send him back to his mother`s womb.

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1 week ago | Report Abuse

Tambi, entire glove industry is back to the sweet spot ma. Which bear you are talking about?

Posted by rr88 > 1 minute ago | Report Abuse

Technical lebound bear trap.
Tp 0.87. Stay away.

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1 week ago | Report Abuse

Auntie Huang faster average down. Going to hit 5 years low very soon. Aiyoh Auntie Huang why you chase low one?
Other people chase high ma.



China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
26.36 CNY -5.62 (-17.57%)past month
7 Jun, 10:46 am GMT+8 • Disclaimer

Stock

1 week ago | Report Abuse

History just repeat and repeat again like Hengyuen, Dayang, Supermax & Gloves, Hiapteck, Jaks. All promoters just disappeared overnight after the price crashed from the peak.

Go check above stock forum during the peak and after the peak.

Same group of shameless lairs.

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1 week ago | Report Abuse

Thus chasing high YTLP becareful loh:

Ask yourself:

1. What happen when next QR report profit and revenue lower than current quarter? Can YTLP get higher revenue or higher profit than last two quarters?

2. SGD to MYR is on uptrend or downtrend now?

3. AI data centre secured how many tenants? When AI data centre going to generate profit?


3. Yesterday only 46 million shares of ESOS at 0.54 cheap price listed. All these going to dumb into open market. More ESOS coming check annual report please.

Investors who don't check risk level you are taking, no matter how much you have earned from the market, one day you going to pay back to the market.

Stock

1 week ago | Report Abuse

Dumb investors like HuangBK72 and BobAssshole were criticing and condemning Topglov / entire Malaysia gloves sector since last year October.

This two dumb investors looking at past QR reports to make their investment decision. They don't look at future, that's why they missed two round of handsome profit.

Third round of profit COMING!

Aiyoh Xiaoer you wait wait again, see you missed the boat again.

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1 week ago | Report Abuse

Which dumb and tin kosong investor promoting this China Stock in TG forum ah? Haiyoh one month dropped 16.8% ah. So cham ah? Average down again?

I heard her cost CNY 33 cham loh more than 21% paper lost already. Cut lost or average down ??



China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
26.62 CNY -5.36 (-16.76%)past month
6 Jun, 3:00 pm GMT+8 • Disclaimer

Stock

1 week ago | Report Abuse

(吉隆坡6日讯)手套股“四大天王”今日走高,分析员认为,随着客户补充库存,手套需求有所提高,加上原料价格正常化和美元兑令吉汇率的有利走势,手套股正走出低谷,并步入复苏阶段。

客户补货 外汇利好
闭市时,高产柅品(KOSSAN,7153,主板医疗保健组)涨8仙至2令吉35仙;贺特佳(HARTA,5168,主板医疗保健组)跌1仙,报3令吉19仙;顶级手套(TOPGLOV,7113,主板医疗保健组)和速柏玛(SUPERMX,7106,主板医疗保健组)各起2仙,分别报1令吉零6仙和91.5仙。

大众研究分析员在报告中说,从2026年起,美国对中国的手术和医用手套征收更高的关税,从7.5%提高到25%,将促使更多中国的订单转向大马,因此把顶级手套、贺特佳及高产柅品的评级从“跑输大市”上调至“中和”,手套股评级也由“减持”上调至“中和”。

分析员说,该行所追踪的3家手套商,即顶级手套、贺特佳及高产柅品的业绩均有所增长,主要归功于销量的增加和产能率提高,让收入按季成长。

报告显示,顶级手套仍处于亏损状态,核心净亏损为7440万令吉,按年增长56%,而贺特佳的核心净亏损为150万令吉,主要是因为原料价格上涨。

同时,高产柅品的表现相对强劲,在最近一个季度实现了2510万令吉的核心净利,主要归功于更好的成本管理。

分析员观察到整体手套销售量上升,让季度收入增加,贺特佳的销售量按季增长24%,顶级手套在大马、泰国和中国的3个地区的收入按季增长18%。

根据大马统计局的数据,自2024年1月以来,大马橡胶手套制造和出口量都按月增长,分析员相信,在未来市场需求逐步增加的支撑下,大马橡胶手套的整体销量将继续提高。

产能率提高
此外,在最近一个季度,3家手套商的产能率都有所提高。贺特佳的产能率从上一季的43%,提高到73%;顶级手套和高产柅品的产能率均达到50%,按年增长25%。

“我们相信,手套商通过更好地优化成本将提高整体产能率,提升赚幅并降低运营成本。”

美对中征税 有利本地出口
美国总统拜登早前宣布对中国的电动汽车、半导体、铝、铝合金等产品征收一系列新关税。其中,中国手术和医用手套的进口关税将从目前的7.5%提高到25%,2026年生效。

大众研究认为,美国对中国征收关税,使大马手套制造商的定价更具竞争力,进而从中受益。

目前,中国手套商的售价处于折扣,约为17至18美元(每千只),而大马手套商的售价约为20至21美元(每千只)。

“随着更高的关税的实施,我们预计中国和大马的手套价格差距将缩小,提高大马手套的竞争力。”

分析员探析,中国企业目前在美国的市场份额约为30至35%。鉴于生产成本较高的劣势,美国将继续从其他地区进口手套,而不是提高自身的产能来生产更多的手套。

同时,随着更高的关税的实施,中国企业可能会将业务重点从美国转移到其他市场,包括欧洲和亚洲。

值得注意的是,中国的手套商正在使用新型、高效的设备,具成本优势。

“如果中国企业能够在2026年之前消化部分关税增长并提高效率,那么到2026年,中国手套商仍能在全球市场上保持竞争力。”

原料起价 赚幅受挤压
分析员表示,占总生产成本约30%的原材料,即丁腈橡胶和天然乳胶的价格自2024年1月起呈上升趋势。

“我们预计这一趋势将导致大马手套商的赚幅在2024年上半年受到挤压,但由于季节性因素,预计这一趋势将在2024年下半年恢复正常。”

此外,分析员注意到,占总成本约20%的天然气价格上涨约34%,从2024年3月的平均1.7美元/MMbtu上涨到5月的2.3美元/MMbtu。

由于时间滞后效应,这将导致下半年的天然气费用上升。

此外,由于马币兑美元汇率走低,将有利于手套领域,因为销售主要以美元计价。但由于部分原材料成本也以美元计价,这将部分抵销美元升值带来的正面影响。

分析员补充,手套公司仍处于净现金状态,高产柅品的净现金与市值比率为36.1%,而贺特佳为12.5%,顶级手套的净现金状况相对较低。

在最近一个季度,尽管顶级手套的销售量按季增长18%,但其平均销售价格却按季下降5%,表明客户仍然不愿接受更高的销售价格。

经纪简评:手套股

股项 评级 目标价(令吉)
贺特佳 中和 3.11
顶级手套 中和 1.15
高产柅品 中和 2.36

Stock

1 week ago | Report Abuse

That shameless lair group I surrender already. I not able to fight them because I not shameless like that group. Look at the posts the macai dog post everyday. Haahahaahah sorry I don't go so low class.

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1 week ago | Report Abuse

Auntie Huang you didn't mention my Armada more than 180% gain? Another oil and gas stock also hit 5 years high already. Could you help me calculate the gain? 🤣🤣🤣🤣🤣🤣🤣

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1 week ago | Report Abuse

Jaks 10,000 shares only, lost everything I also don't care. I never promote Jaks. I don't know what Jaks is doing now.

PMCorp I also don't know what this company doing now bought 100,000 shares just to show Auntie Huang how to lock profit at the right timing. I will top up when necessary. Drop to 10c also no problem for me.

SAP tomorrow will have 22% paper gain again. Nothing to worry at all. I have 3 million shares in SAP.

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1 week ago | Report Abuse

Which dumbbell dumbass critic topglov day and night missed two rounds of uptrend ?

1st round 42%

2nd round 62.8%

Tell me why you so dumb Auntie HuangBK72 @ Bok Kai?

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1 week ago | Report Abuse

Dumb dumb Auntie Huang found a tiny worm in her assshole think she knows how to interpret financial statement haha haha.

The Glove industry in Malaysia already in the recovery path back to Glory time.

The real V shape recovery is already happened.

People locked profit 2 rounds already. She still dumb dumb digging the past financial statements. Hahahahahahaha
Dumb investor!! 🤣🤣🤣🤣🤣

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1 week ago | Report Abuse

The same US tariff recovery theme going to goreng for a few more rounds. Stay tuned and follow the wave up and down, most importantly lock profit! Don't follow dumb investors like Auntie HuangBK72 and UlarSawa. 🤣🤣🤣🤣

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1 week ago | Report Abuse

Auntie Huang Bok Kai you found that tiny inventory write off in one line statement very panlai ahh?

Who locked more than 70% profits in two rounds ?? Hahahahahah let you win the inventory write off lah. I won real money!!! Tin kosong ah Tin Kosong!!

Stock

1 week ago | Report Abuse

The most conservative PB IB just upgraded gloves sector from underweight to Neutral. At least PB IB are not as dumb as Auntie Huang Bok Kai.

Hello PB IB you are too late! JPmorgan already see the trend few months back. Are you still sleeping??

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1 week ago | Report Abuse

Auntie Huang Tin Kosong you found the tiny inventory write off so what? Is this significant? How many times I have to tell you Topglov more than 80% business running on OEM model. Go home study what is OEM model. What is the risk of inventory write off for OEM business model? Do your single brain cell know this?


Auntie Huang Bok Kai you dumb dumb spending time in Topglov forum everyday for past 9 months. You lost 2 rounds of opportunities in Topglov. 1st round from 0.69 to 1.01 at 42% shot up in share price. 2nd round from 0.795 shot up to 1.31 a massive 64.8% gain. You earn nothing in both rounds but you gained a "Tin Kosong" title.

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1 week ago | Report Abuse

No need promote. Eventually going back to 1.20 and above.

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1 week ago | Report Abuse

Oil and Natural Gas Corporation Ltd
NSE: ONGC
OverviewCompareFinancials
238.00 INR −46.10 (16.23%)today
4 Jun, 3:30 pm GMT+5:30 • Disclaimer

Stock

2 weeks ago | Report Abuse


Another one also kaputing Auntie Huang Bok Kai!! Have you average down already 🤣🤣🤣🤣🤣

China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
27.63 CNY -4.99 (-15.30%)year to date
31 May, 11:03 am GMT+8 • Disclaimer

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2 weeks ago | Report Abuse

Auntie Huang Bok Kai

I using YTD data. Do you know what is YTD?🤣🤣🤣

Proven you tin kosong is good enough. Hahahahahha🤣🤣🤣🤣

Baidu Inc
HKG: 9888
OverviewCompareFinancials
94.80 HKD -20.50 (-17.78%)year to date
30 May, 4:08 pm GMT+8 • Disclaimer

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2 weeks ago | Report Abuse

I'm back as TG shareholder. Re enter today at today`s lowest price.

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3 weeks ago | Report Abuse

SinGor you check the segment breakdown of Integrated Project Management under drilling I-RDC. This division revenue is negative 35 million and also recorded lost of 12 million.

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3 weeks ago | Report Abuse

SinGor this quarter Integrated Project Management (drilling I-RDC) recorded negative 35 million revenue and last year same period also recorded the negative 32 million.

What does this mean? Negative revenue because the service outsourced to 3rd party?

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4 weeks ago | Report Abuse

I love recovery play, put this in radar first.

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1 month ago |

Post removed.Why?

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1 month ago | Report Abuse

I don't have any follower here. I hu ha hee ha at 0.795, 0.71 anyone listening to me? No one ma.

I'm nobody here. I earned money I sendiri happy here only.

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1 month ago | Report Abuse

KWAP fighting the shortists?

No Date of change
No of securities
Type of Transaction Nature of Interest
1 16 May 2024
6,161,900
Acquired Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

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1 month ago | Report Abuse

Haiyoh Ular don't pretend lah.Your sky high cost price is recorded in this forum.

Haiyoh betul?

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1 month ago | Report Abuse

So UlarSawa you think TG when can reach your cost price at MYR 4 to MYR 5 ah? This year got chance or not?

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1 month ago | Report Abuse

Ular I stay neutral now. I didn't any post negative views and I won't promote also ( at this moment ).

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1 month ago | Report Abuse

I hu ha hee ha asking everyone buy at 0.795 but no one listening ma. All so negative about Gloves few months back.

Now I sold already. Is you guys turn to promote it lah.

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1 month ago | Report Abuse

Is about market sentiment, you can't use logical thinking in this ma.

Posted by jacksonkhs888 > 4 minutes ago | Report Abuse

i am still surprised by the fact that TG with lousy return still can push the stock up high. bursa really make me no eye see sometimes

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1 month ago | Report Abuse


This round profit can go Japan eat wagyu beef 3 rounds. 🤣🤣🤣🤣🤣🤣

Posted by Jonathan168138 > 23 hours ago | Report Abuse

我卖完了。再涨让别人赚。我开心就好。

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1 month ago | Report Abuse

Hahahahahaha you can check with Ular and Xiaoer. All my transaction I post within the same day in the forum.


Posted by Vincenzo999 > 1 day ago | Report Abuse

Sold !!! Take profit first.

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1 month ago | Report Abuse

I have to say sorry to UlarSawa, this guy IQ got problem definitely not you UlarSawa. 🤣🤣🤣🤣

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1 month ago | Report Abuse

Uncle itu kossan harta sudah break 2 years high, TG baru pecah 52 weeks high ma.