"Soros taught me that you have to visualize the situation 18 months from now, and whatever that is, that's where the price will be, not where it is today,"

"Never, ever invest in the present. It doesn't matter what a company's earning, what they have earned."

"Invest into the future, put all eggs into one basket, and watch it closely."

Stanley Druckenmiller.

Latest Covid19 Update.

https://www.theguardian.com/world/2020/aug/26/covid-19-world-map-countries-coronavirus-cases-deaths

Shayng https://www.theedgemarkets.com/article/glove-stocks-slip-jf-apex-research-downgrades-sector#.X0cvBzPD88w.facebook
27/08/2020 12:25 PM

Another kucing kurap...company want to downgrade gloves...then how come their profit going down every year...look at their faces first...ಠ︵ಠ

COVID-19: Myanmar records highest single-day cases
106 new coronavirus cases reported in country, government suspends high schools.

COVID-19: Myanmar records highest single-day cases
YANGON, Myanmar

Health authorities in Myanmar on Wednesday reported 106 new cases of the novel coronavirus, the highest single-day surge since the first case was detected in the country in March.

According to the Health and Sports Ministry, 93 new virus cases were found in the western Rakhine State, home to hundreds of thousands of Rohingya Muslims.

Rakhine state’s capital Sittwe has been under semi-lockdown and nighttime curfew since Aug. 20, following a spike in local transmission of cases with 180 infections in just 11 days.

A two-month-old baby girl, the youngest patient infected by COVID-19 in Myanmar, was among the new cases, said the ministry.

Kyaw Ye Lynn.
Aug 26, 2020.

https://www.cnbc.com/2020/08/26/malaysian-retail-investors-pile-into-stocks-help-market-recoup-losses.html

Raider123 Kossan also still good to buy, next quarter sure meletop
26/08/2020 5:45 PM

Bought at...@14.50...◉‿◉

Giantbaby @geary my friend work in Karex
26/08/2020 4:45 PM

Thks...◉‿◉

Flyinghorse Today all glove counters green. Tomorrow should continue green too. Everybody HUAT
26/08/2020 4:16 PM

UP...◉‿◉

Giantbaby Reliable source saying TG is collaborating with Karex, the world largest condom maker who just announced that they venture into glove. Both are from the same industry, RUBBER

Wonder what kind of collaboration. Seems like Karex will follow TG to fly up rocket together
26/08/2020 4:29 PM

Any link of such news...!!!

https://www.klsescreener.com/v2/news/view/717501

Vaccine Related counters...after 3 days...No more Music...ಠ ೧ ಠ

XiaoYa ▬▬▬▬.◙.▬▬▬▬
▂▄▄▓▄▄▂
◢◤ █▀▀████▄▄▄▄▄◢◤
█TOP GLOVE [UP]█▀▀▀▀╬
◥███████◤
══╩══╩══ Top Glove
26/08/2020 3:53 PM

Up...Hooray...◉‿◉

Vaccine No Permanent Protection.

The COVID-19 vaccine that countries around the world are racing to acquire may not be able to provide permanent protection, and recipients who recover from the infection may become reinfected even after getting the COVID-19 vaccine, a Hong Kong virologist told the Global Times after a recent study in Hong Kong found the world's first case of reinfection after recovery.

Researchers from the University of Hong Kong's Department of Microbiology said genetic sequencing of the novel coronavirus showed that a Hong Kong man was infected a second time by completely different strains of the virus four months after he was initially infected.

Hong Kong media reported on Monday.

Stockisnotfun Last time the windfall tax is by maybank. Then now ambank use vaccine news? Then what else bank?

Topglove director have bad relationship with banker?

I understand Maybank want to steal the spotlight because topglove almost surpass it in the ranking.

Only left public bank

Those two banks cannot Jaga their own pantak properly...n jealous of others, like mostly Chinese entrepreneurs...everyday want to sit and take salary...how to improve their businesses...tak malu meh...everyday sit or sleep n take salary...ಠ︵ಠ

NewToThis But surely Careplus isn’t risky ...or is it? It produces a commodity that is in demand now and will be for the foreseeable future. It’s not a fly by night company. It has reinvested in additional land for expansion ...etc etc. How is it similar to Repco ?
25/08/2020 8:53 PM

Yup...many people don't understand or don't want to know... whether it's all hype n goreng...or buying a business that will benefits you n your people around you...Bursa Malaysia is all about guns n roses...pasar Malam... etc...!!!

KUALA LUMPUR (Aug 25): The Ministry of Health suspects that the Covid-19 cases from the Tawar cluster in Kedah and Penang could have been caused by the highly infectious D614G mutation.

However, this will be verified through laboratory tests, health director-general Tan Sri Dr Noor Hisham Abdullah said at a media briefing today.

D614G is 10 times likely to infect other individuals and easier to spread by super spreader individuals, Noor Hisham previously said.

Iewis888 More and more companies join this glove industry and start build glove factory which take 12-18months to complete. They must have conduct proper market research as have to spend many millions.
25/08/2020 9:06 PM

So these bosses spend or loan millions to build...they are very stupid...they are doing business... outsiders just talk only...they aren't running the business...plus Petronas now only start to build raw material for gloves...should have done long time ago...too complacent their management. Of course in the long run...too many competitors...some sustainable n big fish will eat smaller fish.

Yup...so gloves business is it sustainable in the long run...?...If it's not then why i am holding it...I won't hold for a second...if gloves nobody wants it...Only the margins will keep on changing...because of variables of factors...so at present...gloves margins are very, very high...of course...it will go down to sustainable level...but when...so u investigate lah...◉‿◉

Plus those insiders running the business...day in day out... Are buying at higher prices... holding them tightly...who are those telling them...priced in lah...peak lah...fully valued lah... what's value growth investing also don't know...some even use NTA to value a manufacturing business... what's their main motives...u know I know lah...So those Insiders are stupid...those outsiders earning a fixed salary are very clever loh... Business so easy to run meh...¯\_(ツ)_/¯

Targeted If rushed, the vaccine will be more dangerous than covid. Lol
25/08/2020 8:05 PM

Yup...so gloves business is it sustainable in the long run...?...If it's not then why i am holding it...I won't hold for a second...if gloves nobody wants it...Only the margins will keep on changing...because of variables of factors...so at present...gloves margins are very, very high...of course...it will go down to sustainable level...but when...so u investigate lah...◉‿◉

startrader Covid-19 recovery rate is kinda high. Is vaccine really needed?
25/08/2020 7:57 PM

Somehow... Covid19...will become like H1N1...still lingering around...but need vaccination periodically...people still get infected with H1N1 strain of mutated viruses...Covid19 also the same patterns...(・o・)

Everybodyhuat you guys wanna believe Citibank or Ambank for the TP?
25/08/2020 7:47 PM

No need those target prices...waste of time...u target your own price...to bring down your cost of capital...the best is to have zero cost...so how to lose...whatever price... dividend...bonus...etc...u win...@100%...;-)

randomrandom @geary Next quarter...maybe Careplus...also give bonus...how we know...:-)

one can only hope :)
25/08/2020 6:47 PM

Whatever lah... dividend, bonus, etc...just peanuts...u win 100%...just sell half... that's the best strategy...even u can have..@12% to 15%...DY...also just cukup makan only.

nicholas99 solution not halal bro..
25/08/2020 6:42 PM

Whatever it's...Win must Sell partially to bring down your costs...the best is zero costs portfolios...U Win...U never Sell... isn't Winning...ಠ︵ಠ

randomrandom if kossan have 1:1, then price will drop, investors in carepls may move to Kossan?
25/08/2020 6:38 PM

Next quarter...maybe Careplus...also give bonus...how we know...:-)

desmondlee78 I have held steadfastly from 0.88. I will see you at 15
25/08/2020 5:17 PM

WOW...Still holding...my is...<@2.00...after sold partially at...@5.50...◉‿◉

https://www.ndtv.com/world-news/coronavirus-impact-debilitating-health-economic-impact-of-covid-19-may-linger-for-years-2284711

Debilitating Health linger on...ಠ︵ಠ

Successful Trials.
https://www.clinicaltrialsarena.com/news/bahrain-vaccine-trial-sinopharm/

myongcc5 We r praying tht God really gives the world good efficacy n effective vaccine!!!

The sad shocking truth is tht certain scientists hv turn POLITICIANS
25/08/2020 12:03 PM

Yup... that's why more strange viruses n bacterial will mutate n kill more living beings...all are causes n effects... that are very difficult to understand.

myongcc5 A person infected by Covid 19 4 n half mths ago in HK now reinfected n remain asymptomatic!

What does it tells U?
Vaccine mongers?

All vaccines news r most effective tools fr politikus esp in the West.
Now so contagious
LOL
25/08/2020 11:50 AM

Maybe more news on unethical practices in Vaccines producers...plus CanSino still lost money...China specialist in Vaccines productions...so u think our bursa bottling companies...cam make how much...(・o・)

Oxford Vaccine...Boycott on Moral grounds

One of Australia's most senior religious leaders says he would likely boycott the COVID-19 vaccine being developed by Oxford University, on ethical grounds.

Key points:
Sydney's Anglican Archbishop has written to Scott Morrison over concerns about a potential COVID-19 vaccine

The Government has expressed intent to purchase the vaccine developed by Oxford University and AstraZeneca

However, the vaccine has links to an aborted foetus, which is common practice in medical research

Injected but feeling ashamed...for the whole Life.

Bought...@1.08...^_^

Glove Witness Robust Growth.

Medical Gloves Market to Witness Robust Growth in Coming Years: P&S Intelligence
August 24, 2020, 4:30 pm
NEW YORK, Aug. 24, 2020 /PRNewswire/ -- According to the market research firm P&S Intelligence, global medical gloves market valuation to cross $20,435.6 million by 2030, growing at a CAGR of 10.8% during 2020–2030.

The key driver for the medical gloves market is the increasing prevalence of infectious and highly contagious diseases, including Zika, Ebola, severe acute respiratory syndrome (SARS), Middle East respiratory syndrome (MERS), and COVID-19. For instance, beginning in December 2019, the COVID-19 pathogen has already infected over 8 million people and claimed more than 780,000 human lives till August 2020.

Get the sample copy this report @ https://www.psmarketresearch.com/market-analysis/medical-gloves-market-report/report-sample

smallkid91 @geary
Unethical to see medical gears at high cost also

(☞ ͡° ͜ʖ ͡°)☞

Just teasing you. Have a great week ahead.
24/08/2020 5:01 PM

Yup...hard to explain the causes n effects...but vaccine n masks need to reduce the price...others for specific tasks in ICU, etc...then costs will be higher. Those are specialized tasks.

SunTzu1668 Looks like Americans, Australians & Indians will be given free vaccines, Hopefully the Govt approves MOSTI recommendation for free vaccines for M’sians as well.
24/08/2020 4:28.

Unethical to Sell Vaccines at high cost... because it's for everybody...n isn't for specific cure or protection. Normal flu vaccine is around RM120~150.

Moral Concern.

Archbishop Anthony Fisher OP
on Thursday
Friends, many of you have been writing to me with questions about a COVID-19 vaccine.

This week’s announcement that a Letter of Intent has been signed between our government and AstraZeneca for a vaccine raises some important ethical questions because the vaccine in question makes use of a cell line cultured from an electively aborted human foetus.

Whether this vaccine is successful or not, it is important that the government does not create an ethical dilemma for people. Along with the Anglican Archbishop of Sydney and the Greek Orthodox Archbishop of Australia, I have written to the Prime Minister Scott Morrison, asking the government to pursue similar arrangements for alternate vaccines that do not raise the same ethical concerns, so that Australians will have a choice when it comes to vaccination. There are currently 167 vaccines being researched, many of which do not use foetal cells in their development. It is in the best interests of the community that vaccination is widely taken up and this deadly disease defeated, and this will better be achieved if the vaccines available do not create an ethical quandary.

I’ll have more to say on this in next week’s Catholic Weekly. In the interim, you might like to make your desire for an ethical vaccine known to your local MP.

Archbishop of Australia.

Morality Not Right...Oxford Vaccine.

https://www.abc.net.au/news/2020-08-24/sydney-catholic-archbishop-warns-pm-against-coronavirus-vaccine/12588578

Covid19... Forever with humanity.

Coronavirus will be around “for ever” and people are likely to need regular vaccinations against it, a former chief scientific adviser to the UK government has said.

Prof Mark Walport, a member of the Scientific Advisory Group for Emergencies (Sage), likened the virus to influenza, as he said repeat inoculations on a global scale would almost certainly be required to control it.

He told BBC Radio 4’s Today programme coronavirus was not “going to be a disease like smallpox which could be eradicated by vaccination”.

“This is a virus that is going to be with us for ever in some form or another and almost certainly will require repeated vaccinations,” he said. “So, a bit like flu, people will need revaccination at regular intervals.”

His comments came ahead of an announcement by England’s chief medical officer, Prof Chris Whitty, who said it would be “foolish” to plan for winter on the basis of having a coronavirus vaccine.

BBC Radio 4's.

Covid is ‘here to stay’

For businesses and the U.S. economy, that means there will be no “V-shaped” return to workplaces.

“Most businesses in the country will be hard-pressed to operate in a way they want to schedule when we have ‘houses on fire’ in our communities,” said Osterholm. “I understand the pain and economic suffering, but I don’t see any way we get numbers down regionally. We’ve got to stop this virus activity or there will be fear we will see these peaks, but every time it goes down, it plateaus at a higher level and just comes back again. In many communities in this country, I see no way to operate as they once did.”

Cases have started to show some signs of slowing in recent hot spots across the U.S. South and Southwest, including Florida, Texas and Arizona.


In fact, both experts believe Covid-19 is here to stay.

“We will be dealing with this forever,” Osterholm said.

“Covid is here to stay,” added Frieden.

It looks more likely than not that this virus keeps circulating even with a vaccine.

Thomas Frieden.

How effective is Covid19 Vaccine.

If a vaccine becomes available over the next six to 12 months and we can produce enough of the vaccine for the population, there are still big question marks about its effectiveness, Frieden said. This week the first vaccine to go into a large-scale Phase 3 trial, from Moderna Therapeutics, started toward its goal of enrolling 30,000 individuals. But the scientific community still does not know how long a vaccine will be effective for, and whether immunity within elderly individuals will last. It also is not known about any side effects, as well as the percentage of the population that may refuse to get the vaccine.

“We have great vaccines and still 100,000 deaths a year from measles,” Frieden said, speaking about Africa. “In the U.S. we still have hundreds of thousands of hospitalizations from flu each year with vaccines, and it looks more likely than not that this virus keeps circulating even with a vaccine.”

Osterholm, who has studied the coronavirus class of infectious diseases around the world, including MERS and SARS, said these viruses are “notoriously famous for not granting durable immunity.” He added, “We will be revaccinating on an annual basis.

For those who are normally healthy, effectiveness will be higher, for those who are obesed, and have other types of health problems, effectiveness will be lowered. We can still get infected with Covid19, just like flu vaccine but the survival rates will be much higher for healthy individuals. For unhealthy and obesed individuals the survival rates are lower.

Worldwide Information.

greedy44444 China's vaccines for COVID-19 will be available and affordable to people worldwide, said Liu Jingzhen, chairman of China National Pharmaceutical Group, in Beijing on Thursday.

Good news for all mankind.
22/08/2020 9:17 PM

Yup...by Sinopharma...maybe around...RM100 to RM 150...two shots...taken after 28 days... apart...But cannot stop Covid19 from spreading...Maybe has to vaccinate every year...just like Flu vaccine...ಥ‿ಥ

Vaccine cannot end Covid19 Pandemic.

https://healthwise.punchng.com/no-guarantee-vaccine-will-end-covid-19-pandemic-who/

tingyongginn Those who keep talking about vaccine news and dont love glove stocks pls join the pharma forum there and those people will be too happy to welcome you. Dont keep spreading negatives news on Tg . It is not the right forum for u. Sorry.
We have make it in Tg and will continue to support it till 30 and above.
22/08/2020 7:55 PM

Yup...we profited from gloves...then if they're so good n profited from those vaccine related counters...so be it...no need to tell us what to do...we are also looking into it...but I want to buy those real producers of vaccines...Not some bottling business...N listed in HKEX...¯\_( ͡° ͜ʖ ͡°)_/¯

gloveFrenzy Stop promoting your stupid vaccine MOU here, KKM hasn’t even approve anybody to use any kind of vaccine yet. You can’t say wateva shit u want, sign contract with bill gates so what? The gov hasn’t even mention anything yet. If u wanna play goreng go back to ur Solution forum.
22/08/2020 5:45 PM

Solution...apa ini company...their organic business already half dead...now want to bottle vaccine... Selling in Malaysia only... competing with maybe Pharma...Dpharma n Titijaya...?...So how the profit margins... government give free vaccine...so how much can profit...?...main main can lah...

Topglov...selling to more than 195 countries...with more than 2,000 customers...plus spot orders are going up...until at least June 2021...

So u guys guess the price appreciation until when...very hard to anticipate... Covid19 still haven't slow down...vaccine still not ready...Virus is mutating...I think every year...need to vaccinate twice... Covid19 will never go away...maybe weakened...like H1N1...or all types of viruses...gloves demand exceed supply until Dec 2021...(・o・)

So it's like, TG is very probably superior in terms of fundamentals. But then mr. market does not make judgement on fundamentals alone. Perception comes very much into play a lot of the time too.

I can't explain this thing so well. But certain stocks like perhaps supermax & careplus seem to have, I don't know, maybe a certain kind of special x-factor or something about them, which is kind of difficult to pinpoint precisely.
22/08/2020 4:00 PM

Human beings are sentimental animals...Name also has its Intrinsic Value... management team also have them... it's call intangible value... tangible value can be calculated...but intangible value...Cannot...just Assumption...◉‿◉

Topglov... Points to analyse...,

Spot order enquiries on the rise. Management has indicated that enquiries for spot orders from the United States and Europe are on the rise due to the second wave of COVID-19. As such, the company is looking to raise the spot order allocation to more than 20% (vs last two weeks’ guidance of 20%).

In MQ Research’s assumptions, it is projecting Top Glove will gradually increase its spot order allocation to 30% from 20% through 2Q FY21E (February 2021).
ASP rise higher than expected. Management has indicated that overall lead time has increased to nearly 15 months from 13–14 months two weeks ago, and the company is seeing higher conversion orders.

This should provide Top Glove the power to raise its ASP. The company now plans to increase the ASP for August order deliveries higher than initial guidance of 15%.

As such, MQ Research is increasing its FY20E/FY21E/FY22E ASP assumptions 3%/57%/4% to factor in both higher ASP increases and spot order allocation.

Macquarie Research.

Glove maker Careplus buys more land in Negeri Sembilan to boost output capacity | https://www.klsescreener.com/v2/news/view/716167

thetruthoracle Bonus issue rerating + interest rate cut = PRICE SURGE KABOOM
21/08/2020 6:29 PM

#4th week of September...@18.00...◉‿◉

pang72 Sifus hamtam gloves liao...

.... Sit down for big profit one more time...
21/08/2020 5:20 PM

If average...@3%...uptrend...will be...@35.00...before exbonus...!!!

pang72 Geary..
People asks to table my cal ulation of profit instead of target target target....

But my investment now is reference to art as basic...
21/08/2020 1:27 PM

The Arts of Investing...NOT The Science of Investing...◉‿◉

pang72 Sometime it is not use the price to judge the level of stock.
It is art now!
21/08/2020 1:09 PM

Successful investing is an...Arts...any stroke of colours...also can...as long u Win...more than u lose...◉‿◉

pang72 It is not cheap for HLT n careplus.
Top glove is the cheapest now
21/08/2020 12:57 PM

pang72 Top glove is leading the mama and papa and Anak Anak glove to the moon now
21/08/2020 12:58 PM

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