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General
2021-10-23 16:57 | Report Abuse
Aiya...NO need your advice Keyman188 already knew lahhh...
wkwkwk...kekeke...hehehe...
Stock
2021-10-23 16:56 | Report Abuse
NO need to wait Q3...
Now already Q4...share price already surged to RM 5.40...
wkwkwk...kekeke...hehehe...
Stock
2021-10-23 16:52 | Report Abuse
Bet in below RM 1.76...
Sell above RM 1.92...
Cut loss if break RM 1.68...
Stock
2021-10-23 10:18 | Report Abuse
No wonder last 2 days Kossan share price slightly jumped up lehhh...
Even though QoQ profit dropped by 50% but still strong buying interest...
Fortunate Keyman188 had opted for Kossan instead of Supermax...
wkwkwk...kekeke...hehehe...
Stock
2021-10-23 10:17 | Report Abuse
More worst...TA sec had given TP to 1.43...
Too risky due to 50% sale from USA...
Is it time to rethink shift / swap to other more substantial glove counters !!!...
wkwkwk...kekeke...hehehe...
Stock
2021-10-23 10:15 | Report Abuse
速柏玛恐明年9月才解禁 财测砍20%
（吉隆坡22日讯）被指剥削员工的速柏玛（SUPERMX,7106,主板保健股），昨日起（21日）所生产手套遭美国当局扣押，分析员预期这个财政年出口美国销量减半，调低未来两个财政年财测13至20%。
速柏玛21日急挫20仙后，22日继续面对卖压，最低一度降至2令吉零1仙，闭市收报2令吉零3仙，全天走低2仙，共有1166万3300股易手。
21日起速柏马旗下3家公司，被指控违反国际劳工组织（ILO）强迫劳动11指标的10指标，美国海关和边境保护局（CBP）在美国各口岸扣押其产品查办。
速柏玛已经委任2家独立稽查公司进行劳力稽查，有关稽查在各厂房持续进行。
联昌研究指该公司上财政年有多达50至60%手套销售美国，预期这个财政年减半至总销量的25至30%，下修2022至2024财政年净利预测15.9%、18.5%和15.3%。
联昌预期上述事件至少需3至4个月才可提呈CBP处理，得花上另6至9个月审查批准，预测会在2023财政年首季末（2022年9月）解禁。
肯纳格研究调低速柏玛2022财政年净利预测13%，手套平均价从42美元调低至40美元。
肯纳格表示，手套的平均价跌得比预期快，这显示疫情开始的过去15个月市场超定手套，目前也进行库存调整。
该行披露，顶级手套（TOPGLOV,7113,主板保健股）第四季业绩汇报时披露，平均价按季跌31%至48美元，比预期跌得快。
然而，基于原物料价格上涨，遵循成本的增加，手套价格不可能跌到低于疫前水平。该行维持2023财政年财测，预测每千个手套28美元。
该行说，速柏玛的财务状况仍保持强稳，截至2021年6月杪上个财政年，净现金达35亿令吉，每股为1令吉29仙。
达证券目前仍然等候管理层对上述扣押事件提供最新详情；其3家子公司产品遭CBP扣押，不排除速柏玛在大马生产制造的所有手套全遭禁止出口美国。
该行补充，顶级手套起初两家子公司产品遭扣押，后来所有顶级手套大马制造的手套，全部受禁进入美国。
达证券调低速柏玛2022与2023财政年财测18.4%和20.9%，预期销售挫7.2%；手套平均价跌5.2%，两财政年手套平均价每千个36美元与23.2美元。
达证券的数据显示，目前市场预计速柏玛截至2022年6月30日止财政年的净利为15亿8790万令吉，下一财政年则可能降至7亿1150万令吉，而该行的预测分别是10亿6990万令吉和3亿9720万令吉。
11分析员5喊卖
《彭博社》汇集数据显示，在速柏玛卷入强迫劳动风波后，追踪该公司的11位分析员中有两位调低评级，包括兴业研究降至“卖出”，MIDF研究也调低到“短线卖出”。
目前，给予速柏玛“卖出”评级的分析员已提高到5位，维持“守住”评级的仍有5位，仅有一位给予“买进”评级，其12个月平均合理价为2令吉35仙。
其中，联昌对其“持有”评级不变，目标价从3令吉20仙调低至2令吉16仙，并把2023年本益比由16倍调低至12.8倍。
肯纳格给予速柏玛的目标价从2令吉35仙调低至2令吉15仙，评级保持“符合大市”。
达证券继续给予“售出”评级，目标价自1令吉80仙调低到1令吉43仙。基于强迫劳动指控，该行也调低速柏玛的ESG（环境、社会与企业监管）评级，从3星调至2星。
## https://www.sinchew.com.my/20211022/速柏玛恐明年9月才解禁财测砍20/
Stock
2021-10-22 20:03 | Report Abuse
Really laugh die keyman188 liao...
Sinkalan supersinginvestor kena fxxx liao...
Aiya...you should change your ID from supersinginvestor to supersinkalaninvestor...
Until now not even can answer members query...
## https://klse.i3investor.com/servlets/forum/800000433.jsp?fp=13
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 15:34 | Report Abuse
Don't expect too much "sweat" for upcoming budget...
Last year already spent too much because of curbing pandemic...
Current Malaysia debt stood at 1.25 trillion...
NOT easy to increase debt limit unless cover back from "unexpected taxation" to impose...
Adui...
Posted by stkoay > Oct 22, 2021 3:23 PM | Report Abuse
@Keyman188....happening refers to budget or Melaka election ?
Stock
2021-10-22 15:31 | Report Abuse
Too sad to say...KLCI unable visit 1615 level...only stop at 1613...
Too sad to say...KLCI unable to support 1604 level...only short period standing then turn weak...
Amboi...
Stock
2021-10-22 15:27 | Report Abuse
Keyman188 will short-term play for "nasi lemak + teh tarik" next week if Genting dip below 4.98...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 15:26 | Report Abuse
None of both "happening"...
Aiya...local equity market always too responsive to global market "event" mahhh...
Posted by stkoay > Oct 22, 2021 3:23 PM | Report Abuse
@Keyman188....happening refers to budget or Melaka election ?
Stock
2021-10-22 15:19 | Report Abuse
Next week very high possibility retest support level @ 1569 ~ 1576...
Once break...next support retest support level @ 1553 ~ 1558...
Market sentiment turn to crucial for upcoming "happening"...
Amboi...
Adui...
Stock
2021-10-22 15:18 | Report Abuse
Next week very high possibility retest support level @ 1569 ~ 1576...
Once break...next support retest support level @ 1553 ~ 1558...
Market sentiment turn to crucial for upcoming "happening"...
Amboi...
Adui...
Stock
2021-10-22 15:16 | Report Abuse
Next week very high possibility retest support level @ 1569 ~ 1576...
Once break...next support retest support level @ 1553 ~ 1558...
Market sentiment turn to crucial for upcoming "happening"...
Amboi...
Adui...
Stock
2021-10-22 15:15 | Report Abuse
Next week very high possibility retest support level @ 1569 ~ 1576...
Once break...next support retest support level @ 1553 ~ 1558...
Market sentiment turn to crucial for upcoming "happening"...
Amboi...
Adui...
Stock
2021-10-22 14:40 | Report Abuse
Very high possibility any time can reach 2.00 after ex-dividend...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 14:39 | Report Abuse
Adui...WHY Keyman188 need top up now !!!...
Keyman188 still waiting lower batch level mahhh...
Plenty of time to wait...
wkwkwk...kekeke...hehehe...
Posted by Keyman188 > Sep 27, 2021 10:04 AM | Report Abuse X
Keyman188 has changed the mindset...
Keyman188 extending more batch to fridge's stuff...
Next 5th batch @ 2.21...(done)
Next 6th batch @ 2.01...
Next 7th batch @ 1.86...
Next 8th batch @ 1.71...
Next 9th batch @ 1.56...
Next 10th batch @ 1.41...
Next 11th batch @ 1.26...
Final batch @ 1.01...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 12:37 | Report Abuse
Amboi...long waiting below 2.00...
mana 1.50...
mana 1.00...
NOT even can see 2.00...
Adui...
Stock
Stock
2021-10-22 11:29 | Report Abuse
Amboi...EPF also NOT part of shareholder...
You think PNB want it !!!...
Please explore...research...study past history 1st lahhh...
wkwkwk...kekeke...hehehe...
Posted by 8899EL8899 > Oct 22, 2021 11:27 AM | Report Abuse
mana pergi PNB equiti, hari hari bising bumiputra equiti tak cukup, sekarang harga murah , kenapa tak beli, duit simpan bawah bantal boleh jadi bukit kah, jangan salah orang lain, salahkan diri pengecut, tak tahu berniaga.
Stock
2021-10-22 11:26 | Report Abuse
Keyman188 not professional or expertise...
Keyman188 always like to learn from professional bodies...
Keyman188 always NO need follow other naysayers' comments...
Keyman188 always like to collect falling knife valuable stocks...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 11:24 | Report Abuse
Aiya...if you look at current Keyman188 holding stocks...definitely you will know Keyman188 always conservative on investment mahhh...
Simple mahh...just look at Balance sheet 1st...
Then you know the answer mahhh...
wkwkwk...kekeke...hehehe...
Posted by Sharefisher > Oct 22, 2021 11:16 AM | Report Abuse
Keyman88.. Why you choose kossan among the four? Can share? Now can study glove already.
Stock
2021-10-22 11:22 | Report Abuse
OMG...the lowest upcoming TP become RM 1.70 !!!...
Kesian...kesian...kesian...
Stock
2021-10-22 11:21 | Report Abuse
Analysts cut Supermax earnings forecasts after US Customs ban on glove products
(theedgemarkets.com / October 22, 2021 11:02 am +08)
KUALA LUMPUR (Oct 22): Analysts on Friday (Oct 22) cut their earnings forecasts for Supermax Corp Bhd after the US Customs and Border Protection (CBP) said it will detain imports of disposable gloves produced by the group on forced labour allegations.
“We have cut our earnings forecasts for Supermax for FY22 (the financial year ending June 30, 2022) to FY24 by 22% to 54% as we believe that it would take at least a year for Supermax to resolve the issue with the CBP and given the likely pressure on its average selling prices (ASPs) due to its significant exposure to the US market,” said Affin Hwang Investment Bank in a note.
As a result, it cut its target price (TP) for Supermax to RM1.70 based on an unchanged 5.5 times 2022 price-earnings ratio (PER), and downgraded the stock to "sell" from "hold".
According to the research house, the ban would no doubt have an impact on Supermax's profitability as around 20% of Supermax’s sales come from the US market.
It also opined that Supermax will need to lower its ASPs in other markets to fill the void.
MIDF Research also in a note revised down its earnings estimates for Supermax for FY22 by 26.9% and FY23 by 11.1% as 51% of its revenue is derived from the US market.
The research house also revised down its TP to RM1.67 for Supermax, from RM2.72, and downgraded the stock to "trading sell" from "neutral".
“Just like its top peer (Top Glove Corp Bhd), with the immediate ban in effect, we can expect Supermax to start distributing in-stock rubber gloves meant for US exports to other continents,” it said.
With already-high competition in other continents, it said, the utilisation rate of Supermax’s production might decrease in preparation for customers being careful with purchases in the view of declining ASPs.
“The decrease in the utilisation rate has been factored into our earnings estimates since we assume that ASPs will remain above pre-pandemic levels given potential higher social compliance costs,” it said.
Meanwhile, CGS-CIMB Research maintained its “hold” rating of Supermax at RM2.05 with a lower TP of RM2.16, from RM3.20 previously, and said the latest development is negative for Supermax as 40% to 50% of its FY21 sales volume came from the US market.
“Hence, Supermax would now need to sell its gloves in other markets, which may have lower ASPs, until the CBP matter is resolved.
“We reiterate 'hold', with a lower TP of RM2.16 (12.8 times calendar year 2023 PER),” it said.
At 10.25am on Friday, Supermax had shed 0.98% or two sen to RM2.03, valuing it at RM5.52 billion.
## https://www.theedgemarkets.com/article/analysts-cut-supermax-earnings-forecasts-after-us-customs-ban-glove-products
Stock
2021-10-22 10:29 | Report Abuse
Aiya...rotation playing around mahhh...
Today Keyman188' fridge stuff...Kossan unexpected shot up until 2.52 liao...
wkwkwk...kekeke...hehehe...
Posted by Sharefisher > Oct 22, 2021 10:28 AM | Report Abuse
Today another zzzzzz zzz... Day.........
Stock
2021-10-22 10:26 | Report Abuse
OMG...Kossan already reach 2.52 today...
BRAVO...OLEH...OLEH...OLEH...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 10:25 | Report Abuse
Kossan already reach 2.52 today...
BRAVO...OLEH...OLEH...OLEH...
wkwkwk...kekeke...hehehe...
Stock
2021-10-22 09:30 | Report Abuse
OMG...still green today...
BRAVO...OLEH...OLEH...OLEH...
Stock
2021-10-22 09:29 | Report Abuse
Very fortunate Keyman188 had opted for Kossan instead of Supermax...
wkwkwk...kekeke..hehehe...
Stock
2021-10-21 20:57 | Report Abuse
Too sad to say...Keyman188 never regret whatever Keyman188 had disposed...
Plenty of choice...Plenty of chances...
Not only 1 market in the world...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 19:52 | Report Abuse
OMG...latest quarter performance was out...
Revenue QoQ dropped by 42%...
Net profit QoQ dropped by 50%...
So next week see you at 2.00...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 19:48 | Report Abuse
Haa...sold all @ 7.85 today...
Lock in profit 1st by 29%...
This 2 months too wild...too fierce...
Current share now higher than Bursa Malaysia...
Keyman188 still holding HLFG @ 12.44...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 17:08 | Report Abuse
Sorry to say that...EPF not part of the shareholder...
Stock
2021-10-21 16:54 | Report Abuse
OMG...among the glove stocks...
Kossan is the best...
Today closing 2.44 liao...
Wkwkwk...kekeke...hehehe...
Stock
2021-10-21 16:52 | Report Abuse
OMG...among the glove stocks...
Kossan is the best...
Today closing 2.44 liao...
Wkwkwk...kekeke...hehehe...
Stock
2021-10-21 16:52 | Report Abuse
OMG...among the glove stocks...
Kossan is the best...
Today closing 2.44 liao...
Wkwkwk...kekeke...hehehe...
Stock
2021-10-21 16:29 | Report Abuse
Keyman188 still can recall...
End of Aug 2021...some traders keep on calling buy because of special dividend...
During that time was above 3.00...
Now totally loss the pant...loss the tear...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 16:19 | Report Abuse
Time to punish contra player...
Time to punish short term trader...
Time to punish who always think "skim cepat kaya"...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 16:11 | Report Abuse
Really laugh die Keyman188...
All glove counters selling hell...
Only Kossan up by 10 sen...
BRAVO...OLEH...OLEH...OLEH...
Stock
2021-10-21 15:59 | Report Abuse
WHY so strong today !!!...
Today KLCI -14++pt...
Glove segment selling pressure...
Where is 1.50...
Where is 1.00...
Adui...not even can see 2.00...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 15:25 | Report Abuse
Tomorrow sure break below 2.00...
Next week very high possibility vist 1.80 ~ 1.85...
Stock
2021-10-21 14:58 | Report Abuse
Kossan better than Supermax...
Be more realistic lahhh...
wkwkwk...kekeke...hehehe...
Stock
2021-10-21 14:40 | Report Abuse
OMG...2.30 pm...Big Fund taken 1.65 mil share @ 2.41...
Stock
2021-10-21 13:33 | Report Abuse
Research firms positive on TNB's RE expansion in UK
(October 21, 2021 12:38 pm +08)
KUALA LUMPUR (Oct 21): Tenaga Nasional Bhd’s (TNB) move to expand its renewable energy (RE) portfolio has received a positive response from research houses.
On Wednesday, TNB announced that its subsidiary Vantage RE Ltd has acquired a 49% stake in an offshore wind farm company Blyth Offshore Demonstrator Ltd (BODL) from EDF Renewables, a subsidiary of the French utility company Électricité de France (EDF).
The acquisition marks the utility giant’s maiden entry into the international offshore wind market as BODL currently owns offshore wind assets off the coast of Blyth, Northumberland, England.
The assets include five turbines with a total installed capacity of 41.5 megawatts (MW) (Blyth 1) and further development rights for a floating offshore wind project of up to 58.4MW (Blyth 2) off the Northumberland coast.
In a note on Thursday, Kenanga Research said although it is a small investment, the move would set the pace in growing the group’s RE portfolio in the UK and Europe, where the utility giant plans to increase it by 2,733MW by 2025.
"This also helps to address the pressing environmental, social and governance (ESG) concern that has pressured its share price in the past years,” it said, maintaining its "outperform" call on TNB’s shares, with a target price (TP) of RM11.80 per share.
Meanwhile, MIDF Research noted that although no details of the transaction value were revealed, the greenfield installed cost of offshore wind generators has fallen by 28% in the past four years and stood at US$3.8 million per MW in 2019.
“Having said that, Blyth 1 is relatively a mature asset, having been in operations for circa four years, and is backed by the Renewable Obligation Certificates (ROC) subsidy regime, hence we think a premium is likely,” it said in a note on Thursday.
As such, the research house retained its "buy" call on TNB with an unchanged TP of RM11.80 per share, factoring in a 10% ESG discount to reflect the valuation pressure on TNB, given its generation unit’s high exposure to coal power plants.
It noted that the plants currently account for 24% of overall group revenue and the coal power purchase agreements (PPAs) are expected to fall off the grid only from 2029 onwards.
“Nevertheless, TNB had revealed its 2050 sustainability pathway, which includes a commitment to reduce emission intensity by 35% and coal capacity by 50% by 2035, as well as an aspiration to achieve net-zero emissions and to be coal-free by 2050.
"These should eventually provide a clear direction in TNB’s sustainability agenda and gradually reduce the ESG overhang on the stock," it said.
## https://www.theedgemarkets.com/article/research-firms-positive-tnbs-re-expansion-uk
Stock
2021-10-21 11:07 | Report Abuse
Haa...very fortunate Keyman188 had opted for Kossan instead of Supermax...
wkwkwk...kekekek...hehehe...
Stock
2021-10-20 16:33 | Report Abuse
Drop only 10sen...
Where is 1.50...
where is 1.00...
wkwkwk...kekeke...hehehe...
Stock
Stock
2021-10-20 08:57 | Report Abuse
Today KLCI very high possibility re-test 1615 level...
Next re-test level shall be 1623...
Subsequent re-test level shall be 1646...
BRAVO...
Stock
2021-10-20 08:57 | Report Abuse
Today KLCI very high possibility re-test 1615 level...
Next re-test level shall be 1623...
Subsequent re-test level shall be 1646...
BRAVO...
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2021-10-23 18:07 | Report Abuse
The more you talk...the more price drop...
The more you promote...the more price drop...
Next week no doubt will dip below 2.00...
The lowest TP is RM 1.43 (TA Sec)...
Amboi...Kesian...