Dunno which 1 more probable this year..GenT limit up or Gloves limit down haha

Dumdum alert above

Gdluck for coming week..stay put & stay strong GenT warriors!

Supermx has biggest downside @ will fall the most among Big 4

MARGMA info:

2018 - 12Bil shortage (shares 50 sen)
2019 - 40Bil shortage (shares 65 sen)
2020 - 100Bil shortage
2021 - expected shortage 80Bil (shortage/ASP dropping!!)

2022 shortage expected less than 2019..so what is future ASP & fair share price?? Think urself

1invest We just wait 7.0 by year end..but whatever price also sure win compared to current price

Ya lor should just be LV on fire

RWLV fire havent light up yet..wait June 24 only can see firework

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

No matter how u slice it, TG/Supermx is bad long term investment at current price..too much capital depreciation

Huge financial/emotional loss

Holding TG rm140K @ rm7 (20K shares) since 2020:
2021 div rm1 (rm20k div)
2022 div 60 sen (rm12k div)
2023 div historic 20 sen (rm4k div)

2023 share price rm3.5..after 3 long/painful years, RM140K investment become RM106K

Glove shortage is narrowing, lower than pre pandemic level..so ASP/profits have to come down to pre-pandemic levels

Inevitably share price will get slaughtered this year

No need talk nonsense..here is supply/demand projection
———————————————

Global demand 2022 480Bil
MY production 2022 320Bil
IntCo production 2022 130Bil

2022 glove shortage 30Bil - even less than 2019 shortage 40Bil..havent include production from EU/Thai

Follow leading indicators: lead time down - ASP down - demand down - profits down

These leading indicators will materialise in future QRs but share price will substantially fall beforehand

Where got world casinos/anywhere need wear gloves when handle customer

US not even wear mask anymore..no way using any gloves

US is 50% Supermx market

Yesterday US just 6.4K cases (98% down from high 300K)..ASP/share price sure drop like a rock this year

Only 5.2K cases today..tomorrow gap down

Post removed.Why?

FortuneB Lower qr is reflection of glove’s future environment @ lower ASP/demand/oversupply etc

Every qr will get lower & lower from now on, until return to pre-covid levels

Current share price unable to support future valuation - inevitably price will fall lower

Supermx got 2 qr releases (Aug/Nov) this year, each indicating lower ASP/demand/profits

3.0 by year-end not a dream

Aiyoyo analysts alrdy expecting TG 10% lower profit q-o-q

Who wants to bet another round TP downgrade after qr release

Only 6.2K cases today..lowest in 2 weeks, lower than prev 2 weekends

2.3Mil aldy vacc @ 10% of adult population & accelerating

Endemic doesnt mean ASP sustainable

ASP alrdy dropping 15%/25% in Mar/Apr when global covid numbers still high

Spot price should be much2 lower in 2H

Post removed.Why?

100K put FD 2% - year end become 102K

100K buy Supermx @ 5.0..historical div 10sen annually..1 year share price become 2.5 - year end become 52K

In investment world, both returns SUCK!!

2.29 Mil received 1st dose @ 10% of our 22 Mil adults..speeding up good job!!
——————————————

KUALA LUMPUR (June 5): Malaysia has administered a total of 3.42 million Covid-19 vaccine doses as of June 4, according to Health Minister Datuk Seri Dr Adham Baba.

Cumulatively, he said 2.29 million people have received their first dose.

Wait for his other accounts @ billc/shareinv88 to come in haha

I3 is a social forum where local investors discuss potential (good) & risks (bad) of any stock

If only want to look at rainbows & ride unicorns, pls exit this room & join the ‘private’ Supermx room organised by yttihs

Post removed.Why?

Proof u dunno anything..im longtime glove bear

U always jump ship spread toxic until cannot recognise which 1 bull/bear

Citadel/brian/calvintan All same scammer head..toxic people got nothing good to do

Citadel No need discuss anything with troll like u..everyday talk nonsense only

No need act soo pro citadel serba scum..u also barely know anything

Woww 5 red weeks in a row..start from 6.2 down to 3.92 - whopping 36% drop

Bear market universally defined as 20% drop..now is 2x papa/mama bear market

Overall strong week vs last friday 4.91 close..now our 3rd green week in a row..hold strong GenT warriors!

Could rebound Tuesday b’coz oversold but by next Friday sure much2 lower

Now just 4% away from prev low 3.77..cincai close eyes sure hit next week

No support at 3.9..sure will test prev low 3.77 next week

Current share price is factoring future 2023 PE

Everyone alrdy know ASP/profits going down, so who cares about 2021 PE..market is forward-looking

These glovers losing their minds seeing TG/Supermx well below GenT haha

Glovers always wrong 1..never doubt it

2 big red weekly candle for TG..Looks like nobody cares what div they announce, not worth the price drop

Aiyoo go troll in serba laa

Post removed.Why?

TG really hammered today..all chow b4 qr issit

Usually TG down 1%+, Supermx down 3%+..will TG have late buying or Supermx late selling later

Dont bother with citadel Serba scum

Post removed.Why?

Citadel/brian both scum dont bother

Nobody cares/believes what u earn in Serba..disgusting bag of sht

Citadel/brian really lowlife punk..see their comments in Serba alrdy know