Woodswater

Woodswater | Joined since 2016-07-08

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Stock

2020-07-05 10:00 | Report Abuse

superman87 it is very stupid and wasting time arguing who is better. why? because it is megatrend. just brought the leaders. I have harta (technology leader), topglove (volume leader) and supermax (pricing leader). full stop. let huat together in this megatrend.

I really angkat kaki agree, own 3 of them will laughing to the bank. Fir those who own single alone ( no others only diehard, obey to just 1) will only argue it's portfolio is the Best among others. I strongly eventually all fantastic 4 will going along side - up trend
If really 100%confident with own portfolio just go ahead
I just happy with my portfoliosss now
No more arguments but different advice is welcome
I'm just a 猪肠粉 seller, hope my business nit affected
https://www.chinapress.com.my/?p=2095185

Stock

2020-07-04 17:04 | Report Abuse

https://www.chinapress.com.my/?p=2095185

bagankia A new trait of swine flu G4 discovered in pigs from China. Just be cautious.

Would it affected my 猪肠粉 business?

Stock

2020-07-04 15:17 | Report Abuse

Sold my business and full time investor now. Glove counter still have more room to grow.

Wah, sifu is sifu. Decision also very straight.
But so far my 猪肠粉 business still ok
Cheers

Stock

2020-07-04 14:08 | Report Abuse

OngKawKaw Those who’s invested no matter what’s their entry price all soon or later will be winner. Congratulations you are rich now

Yes, sifu ongkawkaw

PE 28.9 is base on couple days closing Rm 15.70

Today Rm 17.5 for top glove / 54.36 EPS = PE 32.19 liao

Only 1 way like Gold once RM 1800 +

https://hk.finance.yahoo.com/news/%E9%BB%83%E9%87%91%E5%8F%AA%E5%89%A9%E5%96%AE%E8%A1%8C%E9%81%93-%E5%88%86%E6%9E%90%E5%B8%AB-2000%E7%BE%8E%E5%85%83%E5%B0%87%E5%88%B0%E4%BE%86-%E6%9C%AA%E4%BE%86%E4%B8%8A%E7%9C%8B3000-100037868.html

Stock

2020-07-04 14:03 | Report Abuse

joyvest Current PE is already 120 for Harta . you may recall that TG's PE was also more than 100 before announcement of its QR ( 200% growth ) but the market discounted it by half to 100 . thats why the share price was stagnant even after announcement ( the share price then was overvalued ) ......

I agree with u, sifu as this scenario happened when IB downgraded TP of TG even nice QR released.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3057593

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3036653

4.52 (4)=18.08. 13.59(4)=54.36
PE QoQ from 86.83 slumping dramatically to 28.90

A lot pioneer in glove ppl frighten, sold off n gone away. Cos their software told syndicates all gone away! Let me show u one funny clips of a covid fighter

https://www.sinchew.com.my/pad/con/content_2300538.html?utm_source=izooto&utm_medium=push_notifications&utm_campaign=&utm_content=&utm_term=

Stock

2020-07-04 13:50 | Report Abuse

https://youtu.be/EGovEtZXAZI


joyvest pang,we are the winners........... like liverpool..........

Stock

2020-07-03 16:02 | Report Abuse

liyita BIG 4 GLOVE stocks is too high to make a lot of money, so I sold it.

I put the funds in Carepls shares, which are cheaper and can be doubled.


U know y KYY suddenly change lane from Comfort ( 90 km/j) go to fast lane at Suoermax ( 250 km / h)?

https://klse.i3investor.com/m/blog/koonyewyinblog/2020-07-01-story-h1509685634-Supermax_my_revised_target_price_Koon_Yew_Yin.jsp

https://klse.i3investor.com/m/blog/gloveharicut/2020-07-03-story-h1509714563-Cold_Eye_Commented_on_GLOVE_in_his_new_book.jsp

Pls do review wisely
Ignore my advice as i not meaning to bother
Tqvm

Stock

2020-07-03 15:54 | Report Abuse

I got an idea which benefited both Harta n topglove.
Ask Tan sri Lim to buy harta meanwhile request Harta boss sapu topglove as now both shares pushing other to create new hi.
Bad news is Harta has no chance to overtake topglove within this pandemics of covid 19!

Stock

2020-07-03 15:06 | Report Abuse

troy88 Why hate Harta? Go hate Topglove lah. They are one with the highest share price. Haha.

Harta, superman, kossan will follow suit! Everyone sure rewareded, cheers!
Wakakakaka

Stock

2020-07-03 14:59 | Report Abuse

dickson2u lol.....i sell @15

Nevermind, just buy back RM 25

Stock

2020-07-01 18:31 | Report Abuse

Engteng9688 7月13号top glove 会宣布什么好消息呢
https://www.orientaldaily.com.my/news/nation/2020/06/28/348637

Stock

2020-07-01 12:13 | Report Abuse

turtleking izzit too late to go in now?


Anytime to b limit up!

Stock

2020-07-01 12:12 | Report Abuse

Topgloves

4.52 (4)=18.08. 13.59(4)=54.36
PE QoQ from 86.83 slumping dramatically to 28.90

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Kok Wai what a joke 107 pe high risk high profit
Ur a real Joker lol
Wakakakaka

Stock

2020-07-01 12:07 | Report Abuse

Rubberex

EPS
Roses from 0.78 to 3.67 YoY
QoQ from 1.54 to 3.67

PE
YoY dropping from 95.51 to 20.3
QoQ slumping from 48.37 to 20.3

Stock

2020-06-30 12:06 | Report Abuse

KL Liew harta QR out confirm win top glove

I strong believe it sure overtake TG as i own both of them!
Wakakakaka

Stock

2020-06-30 10:33 | Report Abuse

shpg22 Yes mask and glove is a different product, everyone knew that. But the supply and demand cycle is the same. Demand surge, manufacturers ramp up production, oversupply of products, price go down.

U comment after 2021 then it ll bcame Reality but not now!

Stock

2020-06-30 10:21 | Report Abuse

Found a article, some point is very useful.

1)担心其他竞争者的威胁❓

媒体最近报道,中国蓝帆医疗(Blue Sail Medical)和英科医疗(Intco Medical)计划未来3年扩充丁腈手套产能。根据投行研究,蓝帆医疗目标在2023年底提高产能至361亿只;去年底产能为43亿只。而英科医疗计划从目前50亿只增至592亿只。但是其实这两家公司生产的手套有70-80%是 PVC手套, Nitrile gloves 只占了 20-30%

那么面对中国和其他国家来势汹汹的竞争,马来西亚的手套生产商会受到威胁吗?说实话,威胁肯定是存在的。但是,这些竞争者要扩张增产也需要一定的时间和成本。况且医疗手套生产所需的技术是不简单的,并不容易复制。而且我们国家的手套公司一直以来都有来自世界各地固定的顾客,制造手套所需的成本,原料和价格都比较有优势。我们可以换位思考想想,手套公司的长期客户例如医院会随意在价钱和品质都有保证的情况下,去寻找新的卖家吗?而且竞争者会成长,马来西亚身为全球主要手套供应国的老牌公司也会进步,他们也会投入在R&D和Capex用来研发和提升运营效率,使用的科技和技术也不是二三流的。

2)疫苗的面世❓

最近小编也看到很多人说疫苗面世后手套公司的股价就会完蛋暴跌等的言论。其实,疫苗面世后,手套的需求量就真的会下降吗?在新常态下,很多行业如餐饮,航空,服务业都需要使用手套。在手套的需求只会日益增加的情况下,有的手套公司明年的订单也已经爆满了。那么如果疫苗面世股价就会暴跌的言论是公司的基本面受影响?还是炒作的主题被认为落空了呢?

3)政府征收Windfall Tax❓

其实这个消息一直都有在网络流传,而且一直都没被证实。况且,现在手套公司正日夜赶工地为全球生产手套抗疫,可以算是对医疗的一种贡献。假设政府在这时候对它们征收税务,会不会被众人谴责呢?况且即使真的征收,相信手套公司也会把其成本转嫁给消费者。

那么手套公司还有上涨空间❓还值得投资吗❓
___________________________________________

很多手套公司如 Harta,Topglove,Supermax,Kossan,Comfort,Careplus 等在出了业绩后都出现了回调的现象。在这时候,越来越多“负面消息”不断流传出来。但如果仔细思考以上的“负面消息”,它们会影响公司的基本面吗?市场上的人都知道由于手套销售价的增长,手套公司接下来几个季度的业绩都会有爆炸性的成长。如果没有发生突发事件如火烧工厂,手套被其它物品取代,公司未来的业绩如市场预期般地呈现出来,其实个人认为现在的股价并没有算特别地高估。与其询问手套公司可不可以投资,不如反问一下自己现在这样的行情还有什么公司和行业可以稳定做到成长呢?

Stock

2020-06-29 22:27 | Report Abuse

Apple1234 Go have a look rubberex just announced super good result yoy increase 372.7%, i cant image Harta, Topglove and Supermax August result will how bombastic? Director keep buying share, only this time, grab the opportunity dont let it run.
29/06/2020 9:17 PM

So how important is EPS as Msian Gloves is among world' s pioneer!

https://hk.finance.yahoo.com/news/%E7%BE%8E%E8%82%A1q2%E4%B8%8B%E4%BF%AE%E8%B2%A1%E6%B8%AC%E5%AE%B6%E6%95%B8%E5%A2%9E-3%E6%88%90%E5%8F%96%E6%B6%88%E5%85%AC%E4%BD%88%E5%85%A8%E5%B9%B4eps%E8%B2%A1%E6%B8%AC-130036805.html

Stock

2020-06-29 22:12 | Report Abuse

Apple1234 Go have a look rubberex just announced super good result yoy increase 372.7%, i cant image Harta, Topglove and Supermax August result will how bombastic? Director keep buying share, only this time, grab the opportunity dont let it run.

Stock

2020-06-29 20:51 | Report Abuse

PE for
YoY dropping from 95.51 to 20.3
QoQ slumping from 48.37 to 20.3

2molo limit up?
Wakakakaka

Stock

2020-06-29 20:46 | Report Abuse

Wow eps roses from 0.78 to 3.67 YoY
QoQ from 1.54 to 3.67

Fabulous

Stock

2020-06-29 10:30 | Report Abuse

OngKawKaw Belum earn money sudah terbang? Pure goreng sampai tinggi tinggi satu kali buang. Tactic recycle again and again.

U first day trading?

Stock

2020-06-29 10:23 | Report Abuse

wendycwl What tp?

Short 30 c
Mid 60 c
Long 100 c

Wakakakaka

Stock

2020-06-29 09:43 | Report Abuse

Kedahan If you have sold AT pls buy Fintec for more upside.

I got Netx,
Fintec
Mlab
As well, tx 4 ur advice Dato M from Kedah
Wakakakaka

Stock

2020-06-29 09:40 | Report Abuse

4.
1st wave they sapu mother only, later b4 news out they swallow wc, so now syndicate fully incharge of mom & son as well. Expected spiking soon alongside

Bye bye

Stock

2020-06-29 09:36 | Report Abuse

I ll prefer up progressively rather than limit up!

?

Base on buy on rumors sell on new won't hapoen @ ATS, reason as

Price more stabil now


tansb2008 syndicate manipulating/controlling AT share price....buy3!

I agree as buy call now bcos ut is controlled bu Only 1 syndicate ( ATs management i assume)

2. Glooves taikos reverse last week trend now going up liao as pandemic cases top 10 m infected!

3. https://www.theedgemarkets.com/article/gold-edges-closer-1800oz-virus-cases-surpass-10-million

Gd, gloves given a Buy call
Wakakakaka

Stock

2020-06-28 09:28 | Report Abuse

Those naysayers spreading fear comment cos tbey need instantly cheap prices as announcement made. Bilis who listed to them hesitated to grab cheap now perhaps wanting to buy at Rm 1 once transformed into medical glooves in process so called Safe play wuth no risk?

Buy or no buy, ur wish
Pls do ur own due diligence but don't think too long as time is running out each seconds........

Tik tok tik tok tik tok...............
Wakakakaka

Stock

2020-06-28 09:22 | Report Abuse

Previous EPS 0.7 (4 qr) =2.8 c
Current closing prices Rm 1.14 / 2.8 = PE 40x overvalued, but game changes as

Current qr3 spiking EPS 3.8 ( 4 qr) = 15.2 c x PE 12 = easily Rm 1.82 which i seen a sifu gives higher PE 15x @RM RM 2.28 ( double from now) as health care related stoks r red hot hot for short, midterm.


Britishshorthair New result tp calculation: 2.40, pe 15x

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Kenneth32 Hey guys,so how about u guys TP after the announcement had been announced....i bought from may and this hexza company is nearby my home...what u guys think as I had read all the comment from u all..please guide and lead..
28/06/2020 12:23 AM


rogers123 Buy Hexza

Britishshorthair Kenneth, go survey hexza can ah, just go kopitiam and listen listen

Thumbs up!
Wakakakaka

Stock

2020-06-27 21:48 | Report Abuse

https://www.theedgemarkets.com/article/dr-m-amanah-warisan-dap-leaders-and-i-unanimously-agreed-name-shafie-apdal-pm-candidate

Dato' shark dream came true
Dato 'Mukhriz candidates as 2nd DPM

Hidup Dato', hudup Dato', hidup Dato'
Wakakakaka

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2020-06-27 21:29 | Report Abuse

Andy3821 If mother up so son will up right? At-wc

For ur enquiries i hv same view, should go alongside otherwise risk!

Stock

2020-06-27 16:17 | Report Abuse

Some good read on the glove market by another one of the most well known savvy investor and philantropist, Calvin tan Eng


https://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/2020-06-26-story-h1509619302-Coronavirus_Cases_9_717_053_ALMOST_10_MILLIONS_TIME_TO_BUY_OVERSOLD_GLO.jsp

Stock

2020-06-27 09:26 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3027368


rsim03 Just think positive growth next Qr for AT

asd88 Afterall i dont think AT would spend 22mil just to con ikan bilis, that deal must be profitable

asd88 Probably QR coming


I shall agree
Let c coming qr on the corner perhaps Monday?
Wakakakaka