WSJ News Latest;
New Coronavirus Variant Arrives in Europe, Sets Off Global Fears of Restrictions
EU, Asian countries ban arrivals from southern Africa, while one Covid-19 case from new variant is recorded in Belgium!?
Doomsday for Humanity!?

https://www.straitstimes.com/world/countries-tighten-travel-global-stocks-slide-on-fears-of-heavily-mutated-coronavirus-variant

Shortsellers days are numbered...｡◕‿◕｡

https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-dive-on-new-covid-variant-fears-lucid-rivian-tesla-fall/

Sea Of Reds...!!!...Next...#50/100/200 days are Gloves Bulls...｡◕‿◕｡

Pgraduate123 Planta, next week if everyday like that... TG and Supermax will Limit Up next week!!
They have limit up before at rm8 to 9. 00
What is rm2 to 3 right now..
26/11/2021 4:43 PM

Hosailiao...Limit Up Coming...@2.64>>>@3.44.!?

Stock: [TOPGLOV]: TOP GLOVE CORP BHD
Nov 23, 2021 11:28 AM | Report Abuse

TopGlov...Matched @2.19...100 Metric Tons of Gloves｡◕‿◕｡!!!
Why Always Me...!?!?!?

https://www.theguardian.com/world/2021/nov/26/who-to-assess-new-highly-mutated-covid-19-variant-as-countries-ramp-up-health-checks
Jialat...!?

https://www.channelnewsasia.com/singapore/covid-19-moh-singapore-restrict-entry-7-african-countries-2339956
Opening Up!
Now Closing Down...!?...Very Soon...!?

https://www.ndtv.com/india-news/covid-19-b-1-1-529-5-things-to-know-about-new-coronavirus-variant-b-1-529-2625381
Siaoliao!?!?!?

BBC News; Today;
We're back in familiar territory - growing concern about a new variant of coronavirus.

The latest is the most heavily mutated version discovered so far - and it has such a long list of mutations that it was described by one scientist as "horrific", while another told me it was the worst variant they'd seen.

It is early days and the confirmed cases are still mostly concentrated in one province in South Africa, but there are hints it may have spread further.

Immediately there are questions around how quickly the new variant spreads, its ability to bypass some of the protection given by vaccines and what should be done about it.!?

ChloeTai SKP is contracted by Dyson for the manufacture of air-dryers, while VS Industries is one of Dyson’s major manufacturers in Malaysia.

Now KLSE is so bearish. Don't know what to do?
25/11/2021 8:17 PM

ChloeTai VS already working for Dyson.
25/11/2021 8:20 PM

VS is still Dyson contract manufacturers, for years until now; some ESG issued was refuted by Dyson on VS earlier; hopefully no more such labour issue anymore!?!?!?

Stock: [VS]: V.S INDUSTRY BHD
Nov 10, 2021 4:48 PM | Report Abuse

VS-WB...FRONTKN-WB...Sold #50%...◉‿◉
24/09/2021 10:30 PM

VS n VS-WB Got Potential...Holding Free Shares...No Stress◉‿◉! Hopefully >1.00.
VS-WB; Bought back @0.425!? Average Up; @0.00 to @0.22.!?

Sorry!? Sold #50% again!?;@0.52.!?
Just Hold Free Shares or Zero Capital Portfolio; Market Sentiments looking Dirty; especially ESG issues.!?

Ppmaster Now cannot keep this counter share anymore becose base 8.2b share too big, may do share consolidate. Becareful. Topglove investment time is over. If price below RM 1 than only to see how.
23/11/2021 9:18 PM

Public Bank; 19.4B...outstanding shares; better to buy...@0.50...lol...!?!?!?

Goku88 Some news on ATAIMS(copy from klse forum).

1. Dyson has moved out most of their lines out of ATA . Only left with handheld vacuum cleaner and handheld hair dryer.
2. The lines have moved to SKP Resources, Mei Ban and VS Industry.
3. This move by Dyson will reduce ATAIMS revenue by RM1.0 bil .

Bad news for ATA but could be good news for VS.
23/11/2021 5:13 PM

Oh!?!?!?...From Insiders!?!?!?

Start_0f_the_bull EPF non stop selling TG, retailers happily collect cheap stock for better rate than bank fixed deposit. Ha ha
23/11/2021 8:44 PM

Bloody Hell!? I Q another Metric Tons; @1.99.!?
Come to me Baby!!!

TopGlov...Matched @2.19...100 Metric Tons of Gloves｡◕‿◕｡!!!

AnakUlarSawa World Largest Gloves Taikor with 100bil pcs capacity leh. Not kucing kurup Tom Dick or Harry Glove maker leh. Won countless Gloves awards and you compare with low class China Glove makers and TP Rm1.50 is like mocking Taikor macam toilet paper price lah. Common lah. Dont degrade our Star Performer Msia proud Glove maker Taikor lah. Correct?
21/11/2021 9:10 PM

"Be Greedy when others are Fearful", Buffett; I feel many investors or traders aren't practising it!?
Don't don't trust their own FA; they are doubtful!?
It's the same #20/25 years back; gloves are in low demand; Oversupply always existed; so it's the same with gloves counters now; low demand/buyers; more sellers!?
So u only have your own Gut Feeling!?
The future is not easy to anticipate; Just wait for some changes in Technology; oil n gas; n maybe banking; nothing Uptrending forever!?
Certain specific infectious point will happen: April fool's; '22!?!?!?

AnakUlarSawa China gloves makers how to fight with Msia gloves makers lah. Msia still control 60% market shares lah. Apa lah JPM top macai pro China gloves kah. No wonder JPM analist also cakap China will make ASP below Pre pandemic price lah. Talk ayam lah. Want to spook the Gloves ctrs for RSS shortists to cover back with fat bonus lah. Correct?

Oversupply is Only temporary; those manufacturers will solve it; so the established players; will Win!?
Which Specific Gloves; will have Oversupply!?
It's the Healthcare Nitrile Glove; Hartalega #95% is Nitrile; that's why they talk about China capacities increased of it; it's not Latax Biodegradable; Surgical/Cleanroom gloves!?
These products still have sustainable margins!?
By the way gloves demand are increasing yearly; that's the viral point; we want to know!?.
If products aren't wanted in markets!?
Then u better close shops!?

IronShirt China Glove factories already losing money bcos they started throwing price to capture market.
However donT be fooled China Glove factories are losing money then they will go under.
China give export rebate to Co. losing money to capture world market. If China Glove factories
hired alot workers the export rebate is always higher from from 15--25% ( technically it is a
subside ) In Malaysia, we do the reverse, we have Cukai Makmur "
21/11/2021 7:24 PM

Glove business don't begin during extraordinary demand!?
It started when few are bankrupted; n those who genuinely know how to run it will survive!?
Nobody will support U; when u are losing money!?
What a Joke!?
Competitive advantage wise; countries with natural latex biodegradable gloves; will have better margins; overall diversified gloves demand!?

Start_0f_the_bull Why not :
Genetic
Nestle
Dutch Lady
MPI
Vitrox
Much better price with more upside.
19/11/2021 8:39 PM

Start_0f_the_bull Geary you didn't catch my joke, do you?
20/11/2021 9:27 PM

Only Genetec; well someone strike ToTo lah!?
The rest roughly #20/30%; on average; past ten years!?
No consistency on yearly returns!?

OldWiseMan100 @geary
You think TG can go up 350% again?
You want us to find another company? How about PMetal, Public Bank, Maybank, QL, Pentamaster, Greatec....
19/11/2021 8:30 PM

Start_0f_the_bull Why not :
Genetic
Nestle
Dutch Lady
MPI
Vitrox
Much better price with more upside.
19/11/2021 8:39 PM

Sustainable earnings growth prospect!?
Some are less than #5%; of course younger companies have higher earnings growth!?
#12% is the guideline; dividend; bonuses ; n price appreciation on average #10 years!?
The crucial points are understanding the business u want to invest n hold!?
The second point is how to judge management efficiency!? 50/50!?
So u need some historical positive news; unless u have such great foresight!?
Millionaire takes lot of patience n days of hardwork; it's like a waves; sustainable EQ needed!?
TQ!?

Stock: [TOPGLOV]: TOP GLOVE CORP BHD
Nov 9, 2021 6:42 PM | Report Abuse

AlvinTSK TopGlove IPO price RM2.70 March 2001
2,000 units X RM2.70= RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

244,608 units X IF; M 1.50 = RM 366.90
Hold 10,000 Units for 2 Decades = x5 =
RM 1,834,500 !?
More than @350%; YOY!?
So please find another company; IPO or Not; will have such great Return On Invested Capital!?
TopGlove Will Growth at least #10 years; Or u exclude it;!? Fair Challenge!?

This chart tell everything~
Still a millionaire!? Hehehe!?

messi88 JPM earn easy money... topglove earn hard money
19/11/2021 5:19 PM

Those Lapdogs kena lectured by their black big elephants; kopi O kosong kaw kaw; until backsides bleeding; that's why came out with such desperados negative news!?
They know glove business better Loh!?
That's why they are called Lapdogs; because theirs boss also 'sama sama' disgusting human!?!?!?

J.EL Apa ni. Mau jatuh, tak mau jatuh.
19/11/2021 5:53 PM

Yaloh!?; Talk for months also never go down; @2.00!?
Unless dogs barking without senses; imagine bought #20% at higher price, then buy again #80% at such price; what paper loses those dogs are barking!?
That's Treasury Shares; it's like u are holding @10/20 years!?
U tell me after @10 years the price still the same!? Pariah Lapdogs!?!?!?

There are many old gamblers in Bursa; everyone want to hit n run; like one keep on enticing others; even almost @90 years old; if he knew or invested in TopGlov in #2001; with his millions; imagine yourself; now spa macam!?
Still so... desperados!?!?!?

gogreen Kimpau(Kimdapau) analysis & Expert analysis. Whose reliable ? Let's see who "DAPAO".
19/11/2021 9:53 AM

Business Prospect is Growing!?
If u happened to Hold the past ten years; u should roughly know your capital gains; if u know your FA; why listen to those Impatience crowds; Impatience or no holding power; is the biggest losers in stock markets!?

https://www.theedgemarkets.com/article/top-glove-signs-mou-ministry-education-support-local-tvet-graduates

ahbtzh Tsri create many jobs for Malaysia, pay tax to country, he is the proud of nation, we shud support TG no matter how

TopGlove kena poison ivy so many times still survive!?

jolynce Since Tan Sri want to bring down his average cost, I'm sure he'd want to do the next SBB at the lowest price possible. Do you think this JPM attack is to his benefit too?

Of course, it's great to Buyback at lowered Price!?
Then those Treasury Shares, will be much lowered, probably around #3/4!?
It's only #2%; another #8% to Buyback; so the average cost much lowered!?
I am waiting also, !?!?!? Another honeymoon coming!?

JP Morgan slashes TP for glove makers to pre-Covid levels, warns market underestimating ASP bottoming risk
https://www.theedgemarkets.com/article/jp-morgan-slashes-target-price-glove-makers-precovid-levels-cites-markets-underestimation

For Value Growth Investor; it's like new...Honeymoon!?!?!?

OnTime WASHINGTON — Pfizer, BioNTech and Moderna are making combined profits of US$65,000 (S$88,000) every minute from their highly successful Covid-19 vaccines while the world's poorest countries remain largely unvaccinated, according to a new analysis.

The companies have sold the vast majority of their doses to rich countries, leaving low-income nations in the lurch, said the People's Vaccine Alliance (PVA), a coalition campaigning for wider access to Covid vaccines, which based its calculations on the firms' own earning reports.

Hipocrites!?
Bird Flu will infect n kill more!?
We eat those chicken everyday; so we will kill my Chicken Flu; very soon, it's Coming!? As I said, unless #90% humans are dead; we never wake up!?

paperplane ATAIMS very bad
15/11/2021 3:06 PM

Of course! It's not investment graded; plus not so...efficient n shareholders friendly...just a hit n run...okay lah!?

BangkokPost.com
THAILAND
'Former Yakuza gangster' re-arrested for medical glove fraud
PUBLISHED : 15 NOV 2021 AT 16:52

WRITER: WASSAYOS NGAMKHAM
Shuichi Ozawa, 24, is seen in police custody at the Crime Suppression Division in Bangkok last Thursday. (Photo supplied)
Shuichi Ozawa, 24, is seen in police custody at the Crime Suppression Division in Bangkok last Thursday. (Photo supplied)
Police arrested a Japanese man, allegedly a former Yakuza gangster, twice over the past week for rubber glove fraud that reportedly caused damage worth nearly 300 million baht.

Pol Lt Gen Jirabhop Bhuridej, commissioner of the Central Investigation Bureau, said on Monday that Shuichi Ozawa, 42, was arrested at a hotel in Ploenchit area of Bangkok last Thursday for unauthorised production of medical equipment.

The commissioner said the suspect was a former member of the Yakuza gang named Sumiyoshi in Japan.

TopGlov: Hold Nov, 2021; @2.50; 100,000 units = RM 250,000.
Just Presumptive:

2024~1:1~200,000 Units.
2027~1:1~400,000 Units.
2031~1:1~800,000 Units.

After 1 Decade: Price still the same;
@2.50 X 800,000 Units = RM 2,000,000;
More than #70%/year!?
Minus those Dividends, n other benefits!? Hehehe!?

TopGlove; Tan Sri Lim WC;
"Notwithstanding, we are of course mindful that the glove business has been a very attractive industry to be in, particularly during a pandemic when there is a surge in glove usage. In such an environment, we expect competition to intensify and new players to emerge.

"We welcome healthy competition as it makes us and the industry more efficient, edging out weaker practices and enhancing both performance and players. This also presents M&A opportunities for us.

"However, global glove demand is expanding and still growing yearly even in a post pandemic era from heightened health and hygiene awareness. Following this, we believe that the increase in demand will be sufficient to absorb the surplus in supply. Any oversupply and pricing pressure would be temporary,” he said.

According to Lim, competition is an external factor not within Top Glove's control.

However, the company would continue to plan and strategise internally, so that it is able to withstand headwinds when they come, he said.

"I believe that with our business direction of producing high-quality gloves at an efficient low cost and focus on staying healthy, we will successfully mitigate and navigate any period of oversupply, just as we have done before.

"In any case, Top Glove has several competitive advantages, which give us an edge over our competitors in the long term. We offer a highly diversified glove range comprising nitrile, natural rubber, vinyl and surgical gloves, (Vacuum Packed, Cleanroom Glove) and are also geographically diverse in terms of our customer and manufacturing base.

"Our production capacity of above 100 billion gloves per annum, the largest among all glove manufacturers globally, also positions us to accommodate large orders from distributors."
Surgical n Cleanroom gloves have higher ASP, roughly US60/1,000; n more sustainable margin.
So overall diversified gloves; the average ASP will be somehow around US40; even though Nitrile glove will normalize to around US30/1,000.
Pre-Covid19 was US 25/1,000.

Gloves are used in Healthcare, Pharmaceutical, Food Industry, Semiconductor or chips manufacturers inside Cleanroom, n many more like Hotel n Restaurant, Aeronautical, n others, where biodegradable latex glove, are used.
Vinyl glove will phase out sooner or later, because of environment friendly n ESG requirements!

IronShirt as of 31Aug, JPM is holding 0.90% itself ( 1.78% for Clients)...Almost All Big Fishes (top 30)
are between 2.0---1.0% ( no more big holder except TanSri in various margin account )
Between 1,000 to 10,000, Ular Category are the largest.... 53%
( Source: Annual Report 2021 )
11/11/2021 6:58 PM

Looking at #52 weeks TA; it's already the #5th Pessimistic Trends!?
Anyway Bulls are born on Pessimism!?
Huge Technical Rebound Expected; a matter of Timings!?

SuperPanda collect son .425 today, collect all the way down, wont go below .38 unless entire market all down
11/11/2021 7:37 PM

Somehow looking at TA momentum it's around that formation; cup n handle; slightly below RSI 30; slightly above 30; unless there are other news good or bad; anticipation is quite irrational at time; so future isn't guaranteed!?
Above RSI 70; do some Actions!?
11/11/2021 8:21 PM

Macro n Micro Economic; relevant to each n every sectors of businesses need to analyse; like just looking at glove sector; it's quite negatives; but this momentum can change quite fast; because of extreme Pessimism/Oversold!?

VS-WB...FRONTKN-WB...Sold #50%...◉‿◉
24/09/2021 10:30 PM

VS n VS-WB Got Potential...Holding Free Shares...No Stress◉‿◉! Hopefully >1.00... then will Sell.

VS-WB; Bought back @0.425!? Average Up; @0.00 to @0.22.!?

Talking to Great Wall; still has an Echo!?

https://youtu.be/qCuwU67muG0

The Truth will Prevail!?

https://youtu.be/5ukuOAv7epc

So u think u are fully understand value investment ? But i can tell u a very famous value investment guru also was trapped in Harta ! I think not only me but a lot of people with VI mindset all kena this lesson !

Actually the top 4; quite relevant in terms of capital growth; like Harta; if u invested n hold #IPO @1.80; April 2008; Now so much capital appreciation!?

US market and HKEX has much much more big companies with strong future growth. The company are mostly monopoly and global presence. Value investing is much more meaningful in US and HKeX.

U must understand; then go in; there are many empty shells; especially HKEX; even Buffett has allocated 75% into #4/5 growth companies!?

pjseow Geary , You have not included the dividends received every year . The dividend in FY 2021 alone is already 28 % of RM 569.95 k or 160 k .
If you add all the dividends recd , the total would have been a million or more instead of just rm 570k.

Value Growth Investing, is logically accepted by rational investors; when they read the Intelligent Investor;or Security Analysis; at first glanced!? No doubt about it!?
Most people want excitement; most are shortsighted; that's why many don't have such patience; to succeed in stock markets; everywhere
U don't have to Swing at every stocks just predicting Prices everyday!?
All u have to do is whether your Invested Capital Now; will grow #1,000% or more; in few years time!?

AlvinTSK TopGlove IPO price RM2.70 March 2001
2,000 units X RM2.70= RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

244,608 units X RM 2.33 = RM 569.95!?
Hold 10,000 Units for 2 Decades = RM 2,849.75!?

This chart tell everything~
Still a millionaire !?!?!?

Markv572421 So funny why got ppl buying even the price dropping .......pity that guy buying topglove shares

Yup; Q @1.99!?
100 Metric Tons of gloves!? A feighter plane; to EU countries!?

ahbtzh ular bro, 0.80 is my limit, after that stop adding
08/11/2021 12:28 PM

Those who bought TopGlov in 2018; before Oct bonus issued; @10.00; Now their invested capital come to around #0.88!?
That's called Value Growth Investing!?
Apa lu tahu!?

Imagine those who invested much earlier; even @10.00!?
It's zero capital portfolio; that's #100% Margin of Safety!?
Shareholders friendly company; there are only a fistful in Bursa!?

https://sg.news.yahoo.com/covid19-singapore-3035-new-cases-12-deaths-154515773.html
Look scary right; everyday around #10 died!?
Endemic Already; Vaccines are like normal Flu Vaccines!?

http://www.xinhuanet.com/english/2021-06/24/c_1310026009.htm#:~:text=With%20the%20technological%20support%20from,19%20vaccine%20manufactured%20by%20Pakistan.

The Truth will Prevail sooner or later; we are Guineas Pigs!?

https://www.khaleejtimes.com/travel/pakistan-all-international-flights-to-operate-at-full-capacity-from-november-10

Pakistan Only used Chinese Cansino Vaccines; Declining Covid-19 cases!?

bsinvestor geary must be disappointed as it was fake news. why geary disappointed? so black heart?

geary CEO of Pfizer arrested, charged with fraud – media blackout https://www.conservativebeaver.com/2021/11/05/ceo-of-pfizer-arrested-c...
06/11/2021 3:42 PM

Who are those evils u can't even see; not vaccinated then he should get Delta Variant very soon; but selling expensive vaccines; condemning China vaccines; then u ask yourself; US vaccines can be trusted; so many, are infected n suffering; even fully vaccinated n died!?
Then u tell me who to trust!?

Smart n Cunning desired a bullet into back of the head n paid for the bullet, law from China!?

https://www.channelnewsasia.com/singapore/moh-covid-19-new-cases-deaths-weekly-infection-growth-rate-nov-5-2293461


Who are those asymptomatic spreading the Delta Variant viruses; even fully vaccinated also died; more n more; before that so many migrants workers was infected, not vaccinated, only 1/2 died!?

CEO of Pfizer arrested, charged with fraud – media blackout https://www.conservativebeaver.com/2021/11/05/ceo-of-pfizer-arrested-charged-with-fraud-media-blackout/

CEO of Pfizer arrested, charged with fraud – media blackout as #PfizerGate trends

Habis conspiracies...Prizer Gates!?