@ ValueInvestor888 A meme conversation must have gone like this

Bossman: Contribute more to the nation, bigger cut gimme
TG: Nah
Bossman: I'll bring you to court
TG: Lai
Bossman: Charge gao you
TG: Let's dance

@jonsnow2019 I can't remember the term used to describe this scenario but here's a representation of it.

For a workspace of 100m2 and 50 personnel:
a) Adding 1 personnel will increase total productivity by 10%
b) Adding 2 personnel will increase total productivity by 15%
c) Adding 10 personnel will increase total productivity by 18%
d) Adding 100 personnel will increase total productivity by 5%
e) Adding 1,000 personnel will decrease total productivity by 50%

If I were to represent the above to Top Glove, workspace = demand, personnel = supply, productivity = profit margin

Perhaps Top Glove understands that flooding the market with gloves with more expansion and more factories is counter-productive. Hence, it may be wiser to maximize the current situation. Share buy backs, floating the shares to increase visibility, improve ESG, strengthen fundamentals of the business, etc.

@ valendinlou, what happened to those buyers at peak? You mean the developers shares or the actual physical property?

Sunway woke up for a while and then went back to sleep. Anybody got an adrenaline booster jab? Please help to stab this sleeping giant in the butt.

Guys, you really have to hand it to the shorties. With 175,000 shares today, they can kill a upwards momentum within 15 minutes. Hats off to the vultures.

@linheng That is another interesting observation. Are you indicating that the shorties are just playing passing ball between themselves to generate fear? What are the indicators for us to spot this behavior in the transaction details?

@Dividendplayer, that's a very interesting observation. Perhaps the only upside that will be noticeable is if the shorties decided to close their open position before the dividend ex date and before the listing. Perhaps the shorties themselves are also in the wait and see mode. Put it this way...

Scenario A: Take the hit of RM57mil dividend, HK listing dilutes the share price significantly. Share price drop and close net position. Makes a larger return including covering the dividend cost.

Scenario B: Take the hit of RM57mil dividend, HK listing, share price trend upwards. Make significant losses.

Which scenario has a higher likelihood?

Guys, I really think it's the China Connection. If China want to open up Southeast Asia, wouldn't investing into the regional budget airline one step in the greater picture?

@newway In that case, then the proposed theory works. If indeed RM57mil packs a punch, we should expect a fair amount of closing short position in the coming days. Looking at the transactions today, shorties shorted another 3.8 million shares. The stability of the share price may be explained by the aggressive share buy backs that has been taking place.

@newway, I understand that. However, the total amount of dividends is only RM57 million. This is a relatively small amount. The total amount of shares shorted, taking current price, is almost RM1.2 billion. Would the shorties be significantly hurt by RM57 million? Are there any other aspects that would hurt the shorties?

Guys, I see a lot of hope placed on the dividend ex-date. These IBs are cash rich institution. Furthermore, they are not losing much. They will receive the full RM57million. In what aspect will they be hurt by the dividends ex?

https://www.theedgemarkets.com/article/misc-wins-sevenyear-charter-contracts-shell-three-crude-carriers

What do you guys reckon?

my bad, let's make it 5% week-on-week gain until end of the year. How bout that?

Guys, it's the China Connection.

Guys, there is insane buying pressure for Sunway stock. I understand all the good bits about the stock but what triggered renewed interest this week? Let's speculate. I'm seeing some rumors about floating medical arm unit, IPOs, increased purchase of construction material.

@James, no idea why you're fear mongering, perhaps you missed the boat or sold too early.

1MDB article is completely irrelevant and the Meena Plaza was from 2015. What's next? How about the 2009 Dubai Economic Crisis or the 1990 Gulf War?

only RM30? Think big, up the ante, make it RM50

Guys, Supermax is developing a business in the US. What is wrong with the owner of a billion dollar company buying an apartment in the country he is expanding into? I can imagine Supermax listing in Dow Jones in the future. Sometimes, I amuse myself.

@Sansing, today there is zero RSS volume for Supermax. As such, it couldn't be the shorties doing. Unless they're covering their short position. I will revisit this issue once I compare Supermax net short position.

The weird thing is...the buying rate for this Supermax is still significant. Who is buying?? Why are they buying?? Definitely not retailers.

The Edge wrote that Sunway will be issuing the quarterly report soon.

Contra Players daily routine

7am: Contra players wake-up and bust a nut
8am: Contra players wash up, breakfast, scratch nuts
9am: Contra players buy a billion TG shares with expectation of soaring to new heights
10.30am to 12.30pm: (Shorties, institution, owners, foreign funds, citizen of Mars influence and prevent share price from soaring. price trend downwards)
3pm: Contra player joystick retracts, sells a billion shares to cut losses
5pm: Contra player suffers anal fissure and proceeds to i3vestor forum to curse the world

Repeat next day.

Contra Players daily routine

7am: Contra players wake-up and bust a nut
8am: Contra players wash up, breakfast, scratch nuts
9am: Contra players buy a billion TG shares with expectation of soaring to new heights
10.30am to 12.30pm: (Shorties, institution, owners, foreign funds, citizen of Mars influence and prevent share price from soaring. price trend downwards)
3pm: Contra player joystick retracts, sells a billion shares to cut losses
5pm: Contra player suffers anal fissure and proceeds to i3vestor forum to curse the world

Repeat next day.

Woah, guys, showdown between Shorties and the world. Look at the trading transactions. Total war.

https://www.theedgemarkets.com/article/johor-sultan-cancels-rm14b-solar-projects-groundbreaking-ceremony-blaming-putrajayas-silence

Guys, is this the reason for the decline of solar stocks across the board?

https://www.theedgemarkets.com/article/johor-sultan-cancels-rm14b-solar-projects-groundbreaking-ceremony-blaming-putrajayas-silence

Now you know why directors are furiously selling their shares and why solar stocks are declining across the board.

RSS already hit TG and reached the ridiculous wall, that is, the wall that any price below that wall is ridiculous.

Guys, Air Asia, through some weird pathway, gained the 'China Connection'. Warren said "don't bet against the US". Would you bet against China? Start buying into SEA airlines stock, gain some sort of entry point into Asia as a whole. Earth moving maneuver if you ask me.

Guys, the news just came out around lunchtime GST+8. A lot of people haven't seen the news including foreign investors. We will probably see more activity tomorrow. I'm surprised the news was featured on CNBC so quickly.

https://www.cnbc.com/2021/03/09/investing-analyst-on-outlook-for-top-glove-malaysian-glove-stocks.html

Guys, look at the RSS volume, almost 1.3 million shares shorted today. Shorties working overtime to suppress the price.

Digitalization of Sunway. This may translate to diversification, head start, networking and connection (proper ones), multiracial, synergy between established businesses. This is one of the most positive news in 2021. Well done Sunway.

To the joker selling 1 lot by 1 lot to push the price down, please raise your hand, the forum would like to know your game plan.

Dudes, this is a construction/ civil works company. Please wait for CMCO and eventually RMCO. All of you already know the trend for this industry from MCO 1.0. MCO (worst), CMCO (preparation), RMCO (execution of jobs).

How can you expect a construction/ civil works company to fly during MCO?

There is no RSS for SCIB. If you look at trade details, there are transactions that happen at price jump down 3 bids. It other words, I am willing to purchase at RM1 but you're going to sell it to me at RM0.70.

Margin call la, why everyone panic?

Who or what are the net sellers currently for Supermax? Definitely not retail sector. Yes Supermax has a large volume of publicly traded shares but this volume is finite.

Everyday, despite arguments from both sides, there is an aggressive seller and a voracious buyer. Who is selling and who is buying? Puzzling.

Should be slight dip in their reits, ok performance from their construction and everything else should be dandy.

I have a feeling many people have no idea what Call Warrants (CW) are and the impact of CW on stock price.

Last chance for IBs to push the price down, you vultures.

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

Sunway, waiting till the last minute to issue the QR.

Last chance for IBs to push the price down. Last chance, you vultures

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

MISC trading pattern quite insane. Price jump up and down 2 bids in transaction. It's like there are two dudes sitting in front of the computer trying to have the final say.

Tomorrow is the last chance for IBs to push the price further down. Their call warrants are expiring. Average price will be taken from Monday (22 Feb) to Friday (25 Feb).

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

Contra players being burned.

Supermax call warrants expiring in February 2021, Last Day. Last day for IBs to reduce losses on call warrants:

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

Supermax call warrants expiring in February 2021, one more day to go. What is the financial impact to these IBs based on an avg price of say ... MYR5.1.

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

I just have to re-iterate this so it doesn't get buried under the mountain of noise. Note that it is within the IBs interest to push the price way down to avoid paying the huge gap between exercise price and actual share price.

Supermax call warrants expiring in February 2021:

1) SUPERMX-C92 (exercise value 2.93) expiring on 26 Feb 2021 by AmBank
2) SUPERMX-C93 (exercise value 3.42) expiring on 26 Feb 2021 by Maybank IB
3) SUPERMX-C95 (exercise value 4.34) expiring on 26 Feb 2021 by Maybank IB
4) SUPERMX-C97 (exercise value 3.85) expiring on 26 Feb 2021 by Maybank IB

Good news guys! Amazing qtr result for kpower! Go SCIB!

Still got 2 cents dividend. It's going to be going up for hereon with the recovery of oil prices.

Today contra players got kicked in the nuts.

Everyone thinks that it rains raw material latex (natural rubber). Unless a significant percentage of of earth is covered with rubber plantation, then yes, ASP prices of gloves will drop. However, natural rubber supply is finite. Not to say that gloves demand is going to soar but the ASP is going to stand and the current demand rate.