Wait and see. DJ is bullish

Yup everybody is cautious. Look at the prices of TG, Super, Comfort or Carepls { rise is spectacular} compared to HLT. Agreed with Registered ID any pullback on glove producers will drag HLT along trade within your means

Moody downgrade Genting. Most IB's have a sell call. Pb price target lower to 2.00

Petronas slashing it's operating capexp budget by 21% { due to market uncertainties} downstream operations reporting a loss. this will affect our local O & G contractors

Long weekend break market muted

New norm is to have face mask, gloves plus face shields in the service and health care sectors. whether MCO is lifted or not

Yup. Long term don't expect a v shape recovery. Maybe 2021 or 2022 when pandemic is less severe. We are facing a economic, political uncertainty plus a pandemic outbreak { treble whammy} for the first time. BIG ticket items will be worst hit

Glove's producers a gold mine for investor

Tsh up after 2019 annual report out

Zzzz sleepy counter finally wakes up

Private placement means investors have confidence in the company. Pricing is higher then average traded price in the past 1 week. Management guidance or diligent study { prior to the placement} added more bonus points

CP group in Thailand is very very big. They buy over Tesco operations in Malaysia and Singapore. VERY soon Tesco will be selling only CP eggs

Old article rehash as new

Every lab claims thier vaccine or anti viral drug is coming. Look at US, Europe, Russia

Epf keep disposing

Pbb drop like a rock { from $23+ till $ 15 +} 35% percentage worst performance against KLCi or Maybank

Money shifted to O & G

Valuable lesson

Qtr result was a big disappointment. Impairment of this magnitude is worrying. The least the Board could have given thier guidance on the write down before hand { instead of diam diam} this is disturbing

Without prejudice RHB picks { based on last FY} which covid 19 pandemic has changed the investing scenario or landscape. look at thier picks { nothing to look at health care or ppe business sector.

JT 5774 :technical neutral. agreed with YOU on your analysis

KYY learns his lesson. NOW started profit taking rubberex and comfort. High volume plays

Morning already reach low now prices should stablised

Newbie : must be patient and take a longer view. prices fluctuate but main focus is on a growth stock in a strong sector. Just my own view { others may have different view}

Next 2 qtr figs is a big plus to their bottom line. Glove prices and demand all surge during this period

Contra T2+1 {Friday position}

Ansell is a global leader in health care & safety protection. Listed on ASX and has a customer base in more than 100 countries. It's not a newbie compared to all the so called JV signed by others

All glove producers re rated by IB and funds. Growth stocks in this strong sector

Yes. Agreed. Invest in the strong sectors. Glove producers ARE the growth stocks

Re rating on glove counters by IB 's and research houses amid pandemic.

Wary of second wave covid 19 infections

Trust both Super & Comfort fly higher. Pure glove manufacturers

A lot of block trades done today { 500 - 1000 } suddenly IB's scrambling to take position

New MB kedah comes from PAS

New cases globally sparks fear of second covid 19 wave worldwide

Government owned entities tend to underperformed compared to thier peers. Look at UDa, Sp setia { after Tan Sri liew exit} sime prop etc property and big ticket items suffer during pandemic

Yes. HLT indirect beneficiaries of glove producers. HLT suppliers of glove diplines parts & services

Glove producers that have pledged to donate medical gloves
TG, Harta, Carepls, MREPC (rubber export promotion} YTY group

Avoid stock promoters citing certain stock unit citing high demand for thier products. Look at thier company products whether eg. pure glove producers or merely related rubber products, gloves trading or industrial suppliers} need to do your research and homework.

Coming 2 qtrs result will be bad. 1st Qtr ending 31st Mar hit by covid 19 outbreak in China. 2Qtr ending 30th June hit by MCO and blanket ban on tourist arrival. Worse still is their cruise ships operations { people are scared} dont expect any recoveries in this financial year 2020. Gaming tables closed with theme park opening delay. Expect write down on the P&L, Capex, amortisation etc

Above list is rubber glove producers sourced from trade index { others are associates members involve in gloves trading or industrial /parts suppliers rtc {bulk of main business derived from other sources}

remember which side of the wind is blowing { for glove counters} never go against the trend. IB's and funds are accumulating glove producers. Look at KWSP, PNB, KWAP investments in Glove counters are miniscule compared to Banking. Fast forward where do this funds will be ploughing in this uncertain times. TG in midDec trading at 4.30+ { 4-5 months sky rocket to 7.30 + } ask who is buying

Nuzul Al Quran on Monday { no trading}

Based on WHO many countries are testing anti bodies and drugs usage to combat covid 19 infections. Between lab testing and mass inoculation still required a long gestation period. In Europe a minimum period of 52 weeks are needed. DRUGS can be used during pandemic but medical usage effectiveness is a big question mark. Some can work some not effective some have side effects. this is the reason why the big pharmaceutical & drugs companies need time to develop an effective vaccine.

There ia marked difference between industrial gloves and examination gloves. Examination gloves are further split between surgical and medical gloves. Whereas industrial gloves are commonly known as garden or household gloves. Carepls produces surgical, nitrile examination, latex gloves { not forgetting disposal grade} this is one of the key factors Ansell buying into thier gloves factory.

Errata : acquired in the open market

Between May 2018 till 17Mar 2020 { prior to MCO} Both directors acquired 6Million plus shares in the own market.

Very low volume counter

Ansell is a multi national Corp based in Australia with markets targeting Europe and UK

TG, Harta, Kossan are more long term players. retail players tend to focus on 2 nd tier counters and penny stocks