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Company practically no cash anymore - all spent on US factory/capex

Ur unrealistic imagination doesnt matter..be patient & just watch glove market break-down

If think now is low, wait until Aug QR out..expecting big bust..that time cannot see this price alrdy

Prev goreng peak 3.85 - went down to 3.3 (55sen drop)

Yesterday goreng peak 3.55 - looks like will see 3.0 soon (nice match 55sen drop)

Dare to goreng downtrend, prepare to get burned

Nice & steady drop

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Desperate glovers only believe anyone that says ASP upupup

TG boss latest say ASP drop to prepandemic, die2 dont believe also..prefer to believe Harta boss comments 6months ago (make ownself feel better)

Lai lai another run towards 3.3..keep stomping on that floor will eventually break!

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By the time MARGMA say ASP/demand going back to prepandemic level, price alrdy below 2.0

Real data laggard - leading indicators @ lead time/oversupply/covid cases alrdy point to prepandemic ASP

Glove shortage doesnt mean ASP can remain high..2018/2019 also glove shortage

Shortage is narrowing thats why ASP dropping..once shortage reach 2018/2019 level, ASP also drop to 2018/2019 level

Prepandemic ASP = prepandemic profits = prepandemic share price (65 sen)

US/UK/EU alrdy done with pandemic (75% glove market)

No more premium ASP/extraordinary demand - profit prepandemic level can only support prepandemic price (65 sen)

Glove tycoons got nothing to do with share price

Glove biz sustainable even share price 65 sen (prepandemic price)

Lai lai 3.7 today..dont break supporters hearts, many alrdy topup yesterday

Back to last friday’s high..will happily welcome new residents of Casa de Supermx chase high nxt week

Fact is ASP/profits/demand/IB TP all going down

Anyway goreng doesnt look at fundamentals..should have good show tomorrow up/down

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Prepandemic ASP = prepandemic profits = prepandemic share price (65sen)

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Aiyoyo where got Israel cases ever 0..wanna lie also try less obvious lol

No need fearmonger Israel..medical expert alrdy say their hosp/death very2 low

UOB Kay Hian Malaysia Research has downgraded the glove sector to UNDERWEIGHT from market weight as it fears the moderation of earnings over 2022-23 would drag on sentiment.

In its report on Tuesday, it added that due to the lofty average selling prices (ASPs), the glove makers could revert SHARPER than expected.

Inventory levels in the US are said to have almost restocked to pre-Covid-19 levels, it said.

Fyi ADRs dont affect MY shares

Anyway slight weakness expected since last week..even without Yoko, still bright future with RWLV..steady strong!!

Nice exit opportunity for our friends if go up to 4.5 like last year..definitely within my chart range..pray hard tonite

Last yr rebound from 3.3-4.5..might happen again this year who knows..nice symmetry

6.4K cases today nice little goreng

No need fearmonger US..their hosp/death very2 low

US just 10K cases yesterday

IntCo still 60% down from this year high

See later case numbers if near 6K mybe can goreng somemore

Where got US/UK/EU lockdown..no need misinfo

Just enjoy the goreng while it lasts

Company currently dont have cash for shareholders (all gone for US factory/capex)

Impossible to get observatory TP 3.3 with prepandemic ASP/profits/2x capacity

Must be grossly overestimating ‘present value future cash’..should exclude current 3.9Bil cash b’coz practically gone alrdy

Unbelievable only TG red..others just holding up by their teeth

No need fearmonger Israel..medical experts alrdy emphasise their hosp/death very2 low

Looks like 3.3 will take few days to break, last big support..nvrmnd just keep knocking on the floor will eventually break

Morning trap..just exit opportunity

General public havent see RHB report yet (just issue yesterday)..expectation just 500Mil coming QR gonna be great show in Aug

Woww RHB downgrade TP from 6.6 to 3.4 (using PE 3-5)

RHB also expecting coming QR only 500Mil profit!!

Either gap down now or wait next QR waterfall..either way, going much2 lower

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Tonee Aiyoyo u see own link - 43/50 US states alrdy lift restrictions..all doing great..US covid cases/hosp/death all down

Enough nonsense about US..find other source to fearmonger

US open for weeks alrdy - no covid party
UK 80% open for weeks - no covid party

Safe to say will be fine after UK full opening b’coz high vacc rate (follow the data)

P/s: No need fearmonger Australia..they always repeat area-specific lockdown/restriction even detect small cases (today just 30 cases)..So efficient got less than 10 covid deaths in 2021

No need too complicated..prepandemic ASP = prepandemic profits = prepandemic price (65 sen)

Mid/long term going much2 lower

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Glove demand alrdy down in US/UK/EU

Asia is last major glove market still struggling with covid but should improve significantly by year-end

Once US/UK/EU/Asia (90% glove market) highly vacc, glove demand back to prepandemic level..ASP should sink hard by year end

Prepandemic ASP = prepandemic profits = prepandemic price (65 sen)

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Holding strong..no need hardsell everyday, cannot move price also..just relax wait year end 7.0

Charles is troller..pjs overly sensitive..soo long still argue aiyoo just get private room dont be nuisance here

Jengjengjeng lowest daily close..tomorrow can catch-down kossan 3.2

TG 4.23 - Supermx should be 3.23

No buyers at all..big funds not touching, just sharks/bilis in the pond

Now every small rebound just trap..dare to goreng, prepare to get burned

Today close daily low, tomorrow can strongly break 3.3 lai lai

UK 15K case yesterday..but current hosp just 1.6K people @ 4% of Jan peak 39K people

UK mostly mild flu symptoms b’coz high vacc..rest few days/take flu med settle

Tonee Where got global lockdown?? US fully opened no restrictions, UK 80% open see stadium 60K people for EURO, EU allow travel for vacc people

West alrdy open for weeks, doing great..some outbreaks (expected after reopening) but very2 low hosp/deaths

Asia will catch-up eventually