Swagger, better ask ur Sifu, Sslee to respong if u cant!!!!! If not just do opposite, u can make some money....... Trust me little boy!!!!!!

JP= low grade crap...... Well suired for puppies to lap up...........!!!!!

JP knows crap........... Were even oblivious to glove potential early this year, u want to follow........ Be my guest.....!!!!!..... Lol

@Ibelieve Regarding the RSS, or whatever SS, it is nothing new in our market, and probably not necessarily bad, unless we have a short dixk, we scare ourselves only.

The last 2 trading days, whole market turned cautious because of that shortdixk, not only in gloves sector, but, but, but, when somebody made a move in certain stock, all follow suit to rush in also hahaha.

Like I said before, many of my friends lost money in shortselling Bitcoin in the past, and I think history repeat this few days, maybe even more lost in such reverse trade, because no body believe Bitcoin would create new high and start to short it, but it keeps creating new high.

>>>>>>>

Clap! Clap! Clap!

No numbers to back position = sifu rated as big mouth tin kosong, by current forum standards.....wasting time!

Anybody provide glove supply side estimate numbers for next few years........Tailand, china and M'sia........

Agjl Targeted ASP depends on demand over supply, no point talking ASP drop, unless have clear projected numberS especially on supply side.............

Trust me the glove industry has spent alot of resources to establish this projection before expansion plans..........

The question is whether the vocal sifu2 know or not? done the Sifu level homework or not......!!

Come on guys, dont waste this golden opportunity to raise your Sifuness reputation on i3........
19/12/2020 10:08 PM

Brother, he canot produce the supply side figure lah. Thats why he said u talk nonsense and ask u go look at other people figure...wakakakaka. Is t it clear enough? Dun force him lah.

>>>>>>>>>>>>

Where his sifu Sslee, maybe he got. Talk ASP this and that, so confident......half baked..

@swagger855 My iq drop everytime i come here. Will come back when it reaches rm 3.80.

>>>>>>>>>>>>>>

Next 1:1 bonus issue perhaps, even then might have to spit ur iq as well......

@swagger855 @targeted go read jp morgan research report. There are figures there. Glove is doom. Only unethical people want covid to continue.

>>>>>>>>>>>



Also, whatever we say or conclude is not going to impact the spread of covid....... What ethics are u talking about? I dont see the connection,
are you saying, that its somehow ethical to claim impending oversupply of gloves ! And thats its ethical cause it help reduce covid threat???

Lol.........

Sight and use the JP numbers to back yr impending 'oversupply' theory, lets discuss....
and evaluate their quality of projections....

ASP depends on demand over supply, no point talking ASP drop, unless have clear projected numberS especially on supply side.............

Trust me the glove industry has spent alot of resources to establish this projection before expansion plans..........

The question is whether the vocal sifu2 know or not? done the Sifu level homework or not......!!

Come on guys, dont waste this golden opportunity to raise your Sifuness reputation on i3........

.
Im still waiting for the glove bear Sifu2 who keep talking impending global glove 'over supply'.....

Kindly provide the numbers supporting your conclusion, projected glove industry capacity/output..............2023, 2024 should be sufficient...... .

Busy counting ah? Lol........ reality sinking in?

Targeted Easy for bears to talk of over supply in coming years? Provide some numbers...... Then we can discuss further...... If not, wasting time...... Come on, i'm quite confident glove bears can come up with some figures by this evening......
19/12/2020 1:50 PM

Targeted Glove supply side estimates , anyone?
19/12/2020 1:32 PM

.
@swagger855 They never take supply side into account. Supply of ppe will be more than demand

>>>>>>>>>>>>

If u have the supply side estimate numbers for at least until 2023 or 2024.....will be very usefull.... Thx
19/12/2020 1:26 PM

Easy for bears to talk of over supply in coming years? Provide some numbers...... Then we can discuss further...... If not, wasting time...... Come on, i'm quite confident glove bears can come up with some figures by this evening......

Glove supply side estimates , anyone?

@swagger855 They never take supply side into account. Supply of ppe will be more than demand

>>>>>>>>>>>>

If u have the supply side estimate numbers for at least until 2023 or 2024.....will be very usefull.... Thx

Statistics have shown that by going opposite of Teamrocket u would have 20%more chance of profiting from Supermax

If between 7-11 Dec. net buying of TG by foreigners totaled Rm166mil. The recent large short position built on TG seems to hv assisted foreigners accumulate cheaply last week...

Top 10 net buy/sell by foreign institutional investors (7-11 Dec)

Net buy (RMm)
1) Topglov. 166.3
2) Supermax. 37.4
3) Kossan. 33.2
4) Hleong
5) FGV
6) Genting
7) RHB
8) Comfort. 11.8
9)
10)

Top 10 net buy/sell by foreign institutional investors ( YTD to 11 Dec)

Net buy (RMm)
1) Kossan. 817.7
2) Harta. 595.6
3) Supermax. 496.8

@swagger855 That's before people realized how lucrative glove business is. People were going for palm oil back then. Now is gloves. Expect market share to be reduced.

>>>>>>>>>>

20 years to realize the consistant growth in demand................your market share of stupidity is surely on the rise, cause ur moat against intelligence is quite good........ Keep it up..... Lol

Swagger, why u think top 4 gloves have had such consistant growth over past 20 years, without sign of competttion catching up......... ...obviously the answer is a mystery to you.......

Swagger, u have a very strong moat. ......a moat against intelligence...........lol

@swagger855 At as a new glove player is already going for automation. They will have reduced costs as super, harta and topglove. Which means their pricing is pretty much the same. That's why we have the term ASP OK? There's no ASP for the mobile phone, computer, airlines industry etc etc ..any industry that is not commoditized. Dont talk about moat in gloves LOL.

>>>>>>>>>>

Moron, who is building more new lines? Have u heard of economics of scale? Who is taking more new orders? ..........lol...... Too weak lah ur arguements............... ..dont waste our time...... Call ur sifu and yr sifus sifu..........u sound like a fool...........many like u have graced this forum...... but alot less now.......only a few hopeless ones left, u i have to say are one of the weakest of them all...........

His Sifu also a fool, what to expect from student......... Lol

Glove bosses laughing at Sslee's glove themed comedy........... Lol

Stockraider, is Sslee the fool your sifu ah?

Lol..........

.
This Sslee, the more he talks the more he sounds like a fool..............

@stockraider THE THREAT ARE MANY MANY MORE NEW GLOVES PLAYERS COMING, THEY MAYBE HAPPY TO CHARGE LOWER AT 25% PLUS NP JUST TO GET THE SALES LOH...!!


Posted by Sslee > Dec 17, 2020 1:06 PM | Report Abuse

Just a simple question if you charge your customers your products at about 10% NP margin for the past 10 years and now due to Covid you charge them with 60%+ NP margin what will they feel?

So are you going to increase your price to 80%+ NP margin?

And what should be the NP margin % post Covid?
And how many customers you are going to loss because of the 80%+ NP margin you charge them when they need your support?
And how many of your customers will buy from the new comers?

>>>>>>>>>>>>

WOW, what an insight!!!!!

Nobody else could hv considered this........ Lol

Utter brilliance, MARGMA surely going to head hunt such talent to consult with...... . confirmed ur set for life.........

Hahahahha.............

@swagger855 Istill remember tg boss said, vacinne wont be created so soon. Demand will be very high.

>>>>>>>>>>>>>>>>

Swagger855, ......................hahahaahhaha.....

Not many left here that will invest their money based on your memory ..............hahahaha....

Swagger speaks like he has been through many such pandemics..............lol....

What I dont get is, what is the benefit of being here? Tounge wagging...........

Just sounding like a fool to most here...... Lol

Its coming...!!!!

Will it slingshot into green.?

my guess, before lunch...........hahahhahaha.....

For next 2 years, there will be sustained positive sentiment for gloves......... Worst has passed... Vaccine, windfall, worker infections.......Am I missing something?........... Doubt it!....we are just left with Spectecular profit growth... ....... Lol

For next 2, probably 3 years, no other industry can touch Gloves, cant even smell it.......

Dont give your share of the cake to foreigners!!!!!

Aleeady achieved my dreams with half of the gains from Supermax.

Letting the other half ride for my choice Sport Developement Program..... ............

Not even considering selling any until rm13.....

Responsibly finish obligations then buy......... still undervalued, why not..........of course not as sharp or as prepared as Stanley.......

More like KYY follow us, then now others follow him here....... Lol

Wow this is very good publicity........ Clap! Clap! Clap!

If TG closes around 6.75, big boys game plans will change big time.......

@Sam Singh It's deplorable how people here think when it comes to human rights and migrant workers. It shows what you are == People who don't have compassion for the less fortunate. Not much better than animals.

This country doesn't deserve to have the few like me who value human life and dignity. Maybe it's better to just let animals continue with their ways.

It's time for me to migrate to better places. Most likely I will go to a country like Denmark or Norway that are more suitable.

Let you animals continue living in your pig sty.

>>>>>>>>>>

Hey SamSungh, talk is cheap, go to Bangaladesh and see conditions there. At least got jobs here and food for families back home. If manual labour get to expensive, u know wht will happen, robots will take over then how? U gona feed the Bangaladeshi kids.......have u experienced prolonged hunger......imagine u kid/kids servicing lorry drivers for a meal......seriously reflect on that for a couple of days......u will surely develope gratitude towards the employment opportunities at Glove factories

6.80 easy fr TG to crack..........

.
FTS must be smiling today.........

@SafetyFirst Glove style
UP 1 day Drop 7 day

>>>>>>>>>

Shallow thinking......... In the long run, just do opposite of this guy, u will do fine..... Lol

This SamSingh is an embarrassment to thr Sikh community, he doesnt in anyway represent the community.

Sam, for the community sake , stop using 'singh'

US needs more resources to prepare for next possible outbreak, Fauci says
From CNN's Lauren Mascarenhas

Dr. Anthony Fauci said the US needs more resources to deal with the next possible outbreak.

“We do need more resources now, given the lessons learned about how to better prepare for the next outbreak,” he said Tuesday in an interview with Vox’s Sean Rameswaram.'


The quality af information one absorbs is the decider.......

From January to March, a lot of infomation, even accisations of over-reacting to risk,those who ignored info regarding impending glove shortage, ignoring the insiders who were warning nearly daily, even ignoring WHO warning. All these miss the boat!!!

If absorbed right info, would have been crystal clear, as it was with me........clear mind is needed.... If conclusion differs from insiders, mayb were missing something.....more likely huh!

'US needs more resources to prepare for next possible outbreak, Fauci says
From CNN's Lauren Mascarenhas

Dr. Anthony Fauci said the US needs more resources to deal with the next possible outbreak.

“We do need more resources now, given the lessons learned about how to better prepare for the next outbreak,” he said Tuesday in an interview with Vox’s Sean Rameswaram.'


The quality af information one absorbs is the decider.......

From January to March, a lot of infomation, even accisations of over-reacting to risk,those who ignored info regarding impending glove shortage, ignoring the insiders who were warning nearly daily, even ignoring WHO warning. All these miss the boat!!!

If absorbed right info, who have been crystal clear, as it was with me........

@Sslee Philip is right.
I attend CSCTEEL AGM and ask the Board what is the company policy on SBB. The Board reply company can only do SBB if the shares price fall below the NTA because in this way the SBB increase the NTA per share.

SBB above NTA is consider as price support for someone benefit and is not in the interest of the company.

>>>>>>>>>>>>

Aiyo Sslee, how to expect good answer from CSCTEEL?
Have they collected deposits for sales delivery nearly 2 years later, not to mention at ultra Super High margins.........thats why market is confused...... no one realy knows how glove demand will shape up in 2023.......

important thing to consider is who has the best info to make the most accurte estimates...... ???

U decide...... of course can also sit it out and watch.......... or mayb buy puts....up to u....