Panorama1

Panorama1 | Joined since 2019-11-14

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Stock

2021-12-06 19:43 | Report Abuse

Trust Your Own Intuition. Market has no memories.
Give it one year from now and we shall see what is the Share Price at the end of 2022. History has proven that buying and holding stocks over long period of time has never done investors wrong especially if you have accumulated Hartalega at the recent low of ~ 5.

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2021-12-06 17:12 | Report Abuse

Just accumulate when price is down. It will be too late when sentiment turns and everyone rush to Buy. We will be investing in a strong balance sheet company with excellent yield. The next pandemic will definitely be worse.

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2021-12-06 16:19 | Report Abuse

Full trust in Hartalega :-)

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2021-12-05 16:23 | Report Abuse

Judgement Day : 8 December 2021.

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2021-12-05 16:18 | Report Abuse

The single customer concentration risk is real. It is better to have diversified customer base. Look at what happened to ATA IMS and billions being wiped out in a manner of days. It is way too risky to pump additional investment to cater solely for Dyson. Dyson will also have its fair share of risk too in a highly competitive and lackluster global economic conditions amidst the protracted pandemic. In addition, we have the risks of continuous FWs shortage heading way into 2022, impact of ACT 446 on cost/margins, Omicron impact on manufacturing operations in due course etc. ESG risks way too high at present.

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2021-11-30 16:52 | Report Abuse

Closed Green.
Panorama001:-)

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2021-11-30 15:22 | Report Abuse

HSI, STI, Kospi, Nikkei 225 turning RED too. Impact of Omicron on global equities. Uptrend cycle for glove sector intact as Institutional funds have to start to take position before it is too late.

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2021-11-30 15:18 | Report Abuse

Dow futures (-ve 429 points) and Oil Prices turning RED. Glove upward momentum will start again.

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2021-11-30 15:14 | Report Abuse

Stay Invested :-)
We can have Sharks Fin soup instead !
Omicron just started and it will take at least 3-6 months to assess and evaluate the real global impact.

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2021-11-30 13:45 | Report Abuse

Aiyo. Just ignore daily fluctuations and stay invested. That’s how Ikan Bilis got fried. Later, they will say virus concern flares up again and it will be volatile again.

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2021-11-30 13:44 | Report Abuse

Aiyo. Just ignore daily fluctuations and stay invested. That’s how Ikan Bilis got fried. Later, they will say virus concern flares up again and it will be volatile again.

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2021-11-30 13:44 | Report Abuse

Aiyo. Just ignore daily fluctuations and stay invested. That’s how Ikan Bilis got fried. Later, they will say virus concern flares up again and it will be volatile again.

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2021-11-30 13:40 | Report Abuse

Aiyo. Just ignore daily fluctuations and stay invested. That’s how Ikan Bilis got fried. Later, they will say virus concern flares up again and it will be volatile again.

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2021-11-29 15:57 | Report Abuse

Top 4 Glove all on the way to Limit Up :-)

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2021-11-29 15:57 | Report Abuse

Top 4 Glove all on the way to Limit Up :-)

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2021-11-29 15:56 | Report Abuse

Top 4 Glove all on the way to Limit Up :-)

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2021-11-29 15:55 | Report Abuse

Top 4 Glove all on the way to Limit Up :-)

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2021-11-29 15:40 | Report Abuse

RSS players scrambling to close off position and FOMO for Last Call :-)

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2021-11-29 15:39 | Report Abuse

RSS players scrambling to close off position and FOMO for Last Call :-)

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2021-11-29 15:39 | Report Abuse

RSS players scrambling to close off position and FOMO for Last Call :-)

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2021-11-29 15:39 | Report Abuse

RSS players scrambling to close off position and FOMO for Last Call :-)

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2021-11-29 11:42 | Report Abuse

Panorama001 :-)
I Rest My Case !

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2021-11-29 11:41 | Report Abuse

Panorama001 :-)
I Rest My Case !

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2021-11-29 11:41 | Report Abuse

Panorama001 :-)
I Rest My Case !

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2021-11-29 11:40 | Report Abuse

Panorama001 :-)
I Rest My Case !

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2021-11-29 08:07 | Report Abuse

Let’s hope that only the transmission rate are high and most cases will be relatively mild. Most businesses definitely cannot withstand another protracted lockdown.

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2021-11-29 08:06 | Report Abuse

Let’s hope that only the transmission rate are high and most cases will be relatively mild. Most businesses definitely cannot withstand another protracted lockdown.

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2021-11-29 08:06 | Report Abuse

Let’s hope that only the transmission rate are high and most cases will be relatively mild. Most businesses definitely cannot withstand another protracted lockdown.

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2021-11-29 08:05 | Report Abuse

Let’s hope that only the transmission rate are high and most cases will be relatively mild. Most businesses definitely cannot withstand another protracted lockdown.

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2021-11-29 07:56 | Report Abuse

Transmility definitely High. Severity ? Too early to determine as Omicron variant outbreak still at the initial stage. Usually, it will take 2-4 weeks to have sufficient scientific data to assess accordingly based on a wide range of positive cases across different age groups.

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2021-11-28 23:26 | Report Abuse

In any case, old man already collected position in Top 4 Glove counters early this week with medium/long term time horizon and will just watch the action ahead :-) Good Night.

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2021-11-28 23:00 | Report Abuse

Be realistic. Which RSS players will still maintain an Open position even with a lower TP (say 25% maximum downside) but stand to lose significantly with potential > 100% upside ? Moreover, with the likelihood of protracted & deteriorating Covid-19 pandemic with the emergence of Omicron variant.

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2021-11-28 23:00 | Report Abuse

Be realistic. Which RSS players will still maintain an Open position even with a lower TP (say 25% maximum downside) but stand to lose significantly with potential > 100% upside ? Moreover, with the likelihood of protracted & deteriorating Covid-19 pandemic with the emergence of Omicron variant.

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2021-11-28 22:59 | Report Abuse

Be realistic. Which RSS players will still maintain an Open position even with a lower TP (say 25% maximum downside) but stand to lose significantly with potential > 100% upside ? Moreover, with the likelihood of protracted & deteriorating Covid-19 pandemic with the emergence of Omicron variant.

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2021-11-28 22:56 | Report Abuse

Be realistic. Which RSS players will still maintain an Open position even with a lower TP (say 25% maximum downside) but stand to lose significantly with potential > 100% upside ? Moreover, with the likelihood of protracted & deteriorating Covid-19 pandemic with the emergence of Omicron variant.

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2021-11-28 22:04 | Report Abuse

Time Will Tell :-)

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2021-11-28 22:03 | Report Abuse

Time Will Tell :-)

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2021-11-28 22:02 | Report Abuse

Time Will Tell :-)

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2021-11-28 15:43 | Report Abuse

Re-rating soon due to Omicron. TPs will have to be revised upward immediately due to change in one of the significant assumptions. Main negative at present is the US CBIP ban.

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2021-11-28 15:42 | Report Abuse

Re-rating soon due to Omicron. TPs will have to be revised upward immediately due to change in one of the significant assumptions.

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2021-11-28 15:41 | Report Abuse

Re-rating soon due to Omicron. TPs will have to be revised upward immediately due to change in one of the significant assumptions.

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2021-11-28 15:41 | Report Abuse

Re-rating soon due to Omicron. TPs will have to be revised upward immediately due to change in one of the significant assumptions.

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2021-11-28 07:52 | Report Abuse

Omicron will be very negative for Airlines, banks, O&G, recovery stocks etc. Equities and oil prices will be adversely affected. The speed and manner of Omicron development already indicated that the Covid-19 pandemic is far from over. It will be flight to safety from Monday onwards.

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2021-11-28 07:51 | Report Abuse

Omicron will be very negative for O&G, banks, airlines, recovery stocks etc. Equities and oil prices will be adversely affected. The speed and manner of development already indicated that the Covid-19 pandemic is far from over. It will be flight to safety from Monday onwards.

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2021-11-28 07:24 | Report Abuse

It will be rotational play and flight to safety into glove counters. This is a real reminder that the pandemic is far from over. The other 3 (Topglove, Hartalega & Kossan) will benefit even more.

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2021-11-28 07:21 | Report Abuse

Possible and it will be rotational play and flight to safety into glove counters. This is a real reminder that the pandemic is far from over.

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2021-11-28 00:07 | Report Abuse

RSS players will be scrambling to close their open position next week :-)

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2021-11-28 00:07 | Report Abuse

RSS players will be scrambling to close their open position next week :-)