Will TOPGLOV be our Wallstreetbets' Game Stop?
https://klse.i3investor.com/blogs/gloveharicut/2021-01-28-story-h1540191594-Will_TOPGLOV_be_our_Wallstreetbets_Game_Stop.jsp

ceoshare, 5:44 PM

I want to share a message to pump our people up. Our glove companies, with whatever imperfections they have, are our national treasure. No matter what institutes might do to make you think less of them, they are our pride. To naysay them, to say that after covid is over, our gloves are gonna die. All of that is just unpatriotic and untrue. We should be proud of what we have, supporting them fully to reach the next level, fixing their problems, criticizing them fairly for their issues, and help them grow bigger. How terrible that when Topglove challenged to become a Fortune 500 and pass Maybank (An investment bank) in market cap, we saw what happened. Rampant media and price manipulation is undeniable. Our local hero wants to become a Fortune 500, and people are naysaying that. What do we hope from our successes here? For them to fail? We reward our success with manipulation, single digit PE, and with splitting opinions with some hoping they and their investors lose money. It's terrible. Something big has happened in America, something that shows that the institution and the big money are at our mercy. I believe in that now. I want this to change. Whoever is still holding gloves have already been through hell, join me by saying eff you to investment banks, fund managers, market manipulators, and everyone else. We are retailers, this is our market. Let our winners be winners. I'm not selling and I'm gonna buy more when the market opens tomorrow. I'm not gonna swim with the waves they decide. I will be holding. I believe in gloves strongly and it deserves a fair valuation. #gloveisgold Even if you don't buy, HOLD.
jackchancw, 5:32 PM

@sypher Reviewed, corrected and revised by Gavin. 我想分享一个信息，以激励我们的人民。我们的手套公司，无论他们有什么不完善之处，都是我们的国宝。无论投资机构采取什么措施使您减少对它们的想法， 它们都是我们的骄傲。 对于不看好的人，说在covid结束之后，我们的手套公司将会死掉，所有这些都是不爱国和不真实的。 我们应该为自己拥有的东西感到自豪，全力支持他们成长达到下一个层次，解决他们的问题，公平地批评他们，当Topglove挑战成为财富500强并超越市值的马来亚银行（Maybank）时，我们看到了所发生的一切，媒体和价格操纵猖的发生是不可否认的。 本地企业努力想要成为财富500强，却遭到媒体和操纵者对此激烈反对。难道我们不希望他们在这里取得成功吗？让他们失败吗？ 我们通过操纵，强压股价甚至到个位数的PE，以及以不同的观点来煽动，并希望他们和他们的投资者亏钱。太可怕了！ 美国发生了大事，这也让我们知道，机构和巨额资金可以由我们控制摆布。从未发生，但我现在相信我们可以。 我想要改变。任何还拥有手套的投资者，谁都已经陷入困境！请加入我们的行列，向投资银行，基金经理，市场操纵者和其他所有人道歉。我们是零售投资者，这是我们的市场。让我们的赢家成为赢家。明天市场开盘时，我不卖出我的股票，我会买更多。我不会跟着他们决定的市场情绪影响着我。我将会持续守着不卖出让他们得逞。我坚信手套股，应该给予合理的估值。 #gloveisgold

I am holding my GLOVES. I will only sell when ASP come down but not stock price come down.

CIMB: 40%-50% QoQ increases in ASPs expected. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-27-story-h1540182883-CIMB_40_50_QoQ_increases_in_ASPs_expected_HARTA_TP_RM21_80.jsp

Top Glove responds to LHL story in Focus Malaysia https://klse.i3investor.com/blogs/gloveharicut/2021-01-27-story-h1540160807-Top_Glove_responds_to_LHL_story_in_Focus_Malaysia.jsp

Top Glove responds to LHL story in Focus Malaysia https://klse.i3investor.com/blogs/gloveharicut/2021-01-27-story-h1540160807-Top_Glove_responds_to_LHL_story_in_Focus_Malaysia.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540158919-Top_Glove_embarks_on_automation_prioritising_local_talents.jsp

CIMB: The best is yet to come. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540155938-CIMB_The_best_is_yet_to_come_HARTA_TP_RM21_80.jsp

CIMB: The best is yet to come. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540155938-CIMB_The_best_is_yet_to_come_HARTA_TP_RM21_80.jsp

CIMB: The best is yet to come. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540155938-CIMB_The_best_is_yet_to_come_HARTA_TP_RM21_80.jsp

CIMB: The best is yet to come. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540155938-CIMB_The_best_is_yet_to_come_HARTA_TP_RM21_80.jsp

CIMB: The best is yet to come. HARTA TP RM21.80 https://klse.i3investor.com/blogs/gloveharicut/2021-01-26-story-h1540155938-CIMB_The_best_is_yet_to_come_HARTA_TP_RM21_80.jsp

LODGE a police report. police should investigate and take action if it is a fake report

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540153960-Hartalega_delivers_record_net_profit_in_Q3_from_higher_sales_volume.jsp

please make a police report if what you says is true!

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540132068-Tan_Sri_Lim_Being_sick_is_being_abnormal_TOPGLOV_allows_only_2_paid_sic.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540132068-Tan_Sri_Lim_Being_sick_is_being_abnormal_TOPGLOV_allows_only_2_paid_sic.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

LHL please make a police report if what you says is true.

LHL reaches out to Focus Malaysia to reveal what he believes are the goings-on in the company.

Are you sure? please show proof

The company allows only two paid sick leave per annum, and many staff have to take annual leave even when they are sick. Tan Sri Lim’s mantra is: “Being sick is being abnormal.” This is contrary to the labour laws.

Bargain hunting lifts GLOVEs share prices, say analyst, fund manager as situation remains 'volatile'
https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540130897-Bargain_hunting_lifts_GLOVEs_share_prices_say_analyst_fund_manager_as_s.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers
https://klse.i3investor.com/m/blog/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers
https://klse.i3investor.com/m/blog/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers
https://klse.i3investor.com/m/blog/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers
https://klse.i3investor.com/m/blog/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers
https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

CIMB: FREIGHT is trading at a 60.9% & 30.8% discount to its local & regional peers https://klse.i3investor.com/blogs/gloveharicut/2021-01-25-story-h1540129161-CIMB_FREIGHT_is_trading_at_a_60_9_30_8_discount_to_its_local_regional_p.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-22-story-h1540100173-Booming_Top_Glove_to_offer_9_000_jobs_to_Malaysians_this_year.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-21-story-h1540072393-TOPGLOV_annual_production_capacity_hit_91_billion_pieces.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-20-story-h1540065607-GLOVEs_rebound_on_expanded_MCO.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-20-story-h1540065607-GLOVEs_rebound_on_expanded_MCO.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-20-story-h1540065607-GLOVEs_rebound_on_expanded_MCO.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-20-story-h1540065607-GLOVEs_rebound_on_expanded_MCO.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-19-story-h1539412063-Top_Glove_says_Canadian_TV_report_is_thoroughly_misleading.jsp

JPM Troll?

Read my blog & portfolio

https://klse.i3investor.com/blogs/gloveharicut/blidx.jsp

https://klse.i3investor.com/servlets/pfs/166413.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-18-story-h1539387300-RHB_TOPGLOV_valuation_at_unprecedented_low.jsp

I am a glove investor.



Compile here for my own record.

Please skip if you don't like it.

https://klse.i3investor.com/blogs/gloveharicut/2021-01-18-story-h1539385308-Top_Glove_says_employees_in_four_factories_test_positive_for_Covid_19.jsp

https://klse.i3investor.com/blogs/gloveharicut/2021-01-18-story-h1539385309-Canadian_TV_shows_secret_camera_footage_from_Top_Glove_factory.jsp

paperplane, you did not pick freight?

Good opinion https://klse.i3investor.com/blogs/bursainvestments/2021-01-13-story-h1539318879-Top_Glove_Serious_Material_Inconsistencies_with_AmInvest_s_Report.jsp

Did AmInvest forget to include one full quarter in their profits estimate?

Second, the consensus PAT across all analysts for FY21 is approximately RM10.5 billion. This is based on consensus revenue of RM20.5 billion, i.e. net profit is estimated at 51% of revenue for the year. Note that in the post I linked to above, I derive the figures for revenue, but not for PAT, because a lot more assumptions need to be made to come to an estimated net profit figure. Thus, in this case the consensus PAT might be a good guide. Pay close attemption to this - AmInvest's revenue estimate is significantly higher than the consensus revenue estimate. However, their PAT estimate is significantly lower. There is no explanation as to why that is the case. In fact, they say exactly the opposite in their report when talking about rising raw material costs: " we believe glove makers will be able to pass on the price increase to buyers, thus keeping their margins safe." If the profit margins remain the same, then Q1 profits may be a good indicator for profits throughout this financial year (ending in August 2021). Coincidentally, net profits for Q1 (RM2.38 billion) are equal to 50% of revenue (RM4.76 billion).

Did AmInvest contradict their own assumptions or did they input wrong numbers?

To top all of this, the cherry on the cake is in the actual hold "call" summary:

"We forecast Top Glove’s net profit at RM2.9bil, RM2.7bil and RM1.5bil for FY21–23F..."

I will just leave this here without any additional commentary.

Mr. Tan, ok. Follow your rule.

@paperplane thank you!

Your freight shall perform well. I picked it in my portfolio too

My rule: I am holding my GLOVES. I will only sell when ASP come down but not stock price come down.

Mr Tan,

If the glove ASP come down, can I sell my GLOVES in the portfolios?

[KIV GillianTan78 opinion on JP Morgan]

GillianTan78 JP Morgan has large short position in Topglove and Hartalega, be careful of their poison words.

Topglove will be recording record profit is factual
JP Morgan fined US$250mil for mishandling client accounts is also factual
13/01/2021 3:04 PM

[KIV JP Morgan's Opinion]
Citing the Centers for Disease Control and Prevention of the US, the National Health Service of the UK and the British Columbia Centre for Disease Control of Canada, the American bank said medical officers are not required to wear gloves while carrying out vaccination.

“Gloves are needed only if the healthcare workers are likely to come into contact with body fluids or if there is an open wound. Guidelines also state that even after wearing gloves, constant sanitisation between each patient would be the best way to minimise the risk of disease transmission,” it wrote.

https://klse.i3investor.com/blogs/gloveharicut/2021-01-13-story-h1539320897-JP_Morgan_tells_clients_GLOVEs_ain_t_needed_during_vaccinations.jsp