TokioDeals

TokioDeals | Joined since 2020-03-11

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2020-06-27 00:22 | Report Abuse

@DannyArcher

You want to talk about long term? I give you tips ah, normally I charged people.

Go to tradingview, look for return on invested capital. You check for topglove, maybank and pchem. You check now. Even before Covid, gloves give you best return. I rest my case.

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2020-06-26 23:18 | Report Abuse

So should be good la

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2020-06-26 23:09 | Report Abuse

If PChem, profit 3bn, 50bn market cap. Topg profit more than 3bn this yr, only 40bn market cap? PChem also cyclical, demand so weak.

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2020-06-26 22:47 | Report Abuse

Superman will fly

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2020-06-26 22:46 | Report Abuse

What happened?

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2020-06-26 22:44 | Report Abuse

Just saying, dont be mad.

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2020-06-26 22:43 | Report Abuse

Still got people promoting banks?? Interest income so low, after moratorium npl sure sky rocket, impairment in billions confirm. Gloves give you billions profit.

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2020-06-20 03:38 | Report Abuse

Small company can choose their clients, can take higher margin orders. Their ASP comparable to topglove. Fair value around 4, if they can add capacity then should be above 4. But I heard can only add few lines.

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2020-06-20 03:31 | Report Abuse

Anything below 1.65-1.70, collect, karim also bought at 1.63 recently. This stock 1.85-1.90 u sell them, buy again below 1.65-1.70. Few rounds already.

Will only break 2 end of the year.

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2020-06-19 06:23 | Report Abuse

Dont waste time here, clients already hold their balls, ASP wont change much + limited capacity.

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2020-06-19 06:16 | Report Abuse

Can fly to what level? 1.80?

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2020-06-19 06:14 | Report Abuse

Supermax margin will be crazy, highest in the sector. Why worry about Dow Jones? If market gives you discount/promo, you buy more. Simple.

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2020-06-19 06:12 | Report Abuse

Wirecard scandal, banks will be hit badly, funds will rush back to glove counters.

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2020-06-19 06:10 | Report Abuse

Market gives you discount, buy more la. Use your mortgage overdraft, get your house for free. 100% upside from here.

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2020-06-19 06:05 | Report Abuse

Drop, then buy more, fair value around RM25-RM30. Next qtr profit will be 1bn, 10x normal period.

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2020-06-19 05:59 | Report Abuse

Hartalega limited capacity, ASP cannot change much, too many big clients.

Just buy Supermax and Topglove. C88 supermax low premium.

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2020-06-13 20:56 | Report Abuse

Please read about vaccine development process.....moderna vaccine if successful, if........only if......then manufacturing will be next year. By that time topglove will trade at least around RM40...assuming no bonus

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2020-06-13 19:58 | Report Abuse

Those playing warrants, look at the premium and dont get caught at high premium. Best combo would be lower premium and longer expiry. Good warrants for topglove, C74 and C75.

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2020-06-06 21:34 | Report Abuse

The edge article used Historical PER, basic stuff also failed....they should use Forward PER

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2020-06-06 09:16 | Report Abuse

Some people argue why Gloves are getting bigger than the banks.

Top Glove is World's largest glove manufacturer, so if the glove industry is growing at crazy rate, top manufacturers should benefit.

Is Maybank, World's largest bank? No.

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2020-05-15 04:50 | Report Abuse

Harta limited capacity, Top Glove expanding like crazy. Run with Top Glove.

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2020-05-14 18:03 | Report Abuse

Harta qtr report wont be exciting, buy TG all the way TP RM18