Bro assamlaksa thank you for the insight. You add up my confidence on it. Thanks a lot bro.

Harta is the market leader as it gains the nitril gloves markets at a much earlier phase compare the rest. Somehow recent quarter shows some decline on its performance and this might somehow related to the strong growth and competitiveness from the other 3. Harta has it best performance last year and somehow I choose kossan as I see potential growth from its current price back to its original before split. The competitiveness is intense as all this gloves producer are great companies with great management team. Somehow the recent acquisition from kossan attracts me and confides me on its continuous growth and its market share grap in the coming future. Anyhow in terms of financial fundamental, Harta is still the best looking ones among the other 3 but for how long is hard to guess with the aggressiveness moving up from kossan. I'm keeping this stock tight as well for good dividend and future returns.

Add up don't forget, gloves are necessity items in the health industry, with the potential weakening on the ringgit against USD, this exporter are going to gain huge profits in 2014 as the QE tapper furthers, USD will definitely move stronger. Likewise I forgo raw latex prices even though is moving on a potential downtrend after its peak back in 2009 but bare in mind that most gloves industry are moving over to Nitril gloves which in terms of cost are much feasible and do not have a wild fluctuations compare to latex prices. There is no reason why I do not choose gloves industry as one of my portfolios. That's my personal view.

I saw ppl asking why choose kossan instead of supermax. Well I duno about others as for me there is a few reason;
1) Kossan GP margin is higher then supermax.
2) ROE is higher as well
3)Inventory turn is higher means its turnaround stock is much faster compare to supermax
4)Gearing ratio is close to each other but Kossan is still slightly lower compare to Supermax
5)Dividend paid out is higher
6) Most important I review these 2 stocks back in a month ago and at that time kossan priced at 3.46 and Supermax at 2.74, till now kossan has rise up till RM 4.32 @ 31st Dec almost 24% return for me in less then 2 months but Supermax is still sustaining at 2.70++ . I found that not much investor attraction on supermax and somehow kossan was being focus due to its continuous good performance growth while seeing the other two giants like Harta and TG slightly dropping.
7) Aggressive expansion for kossan proves that the Mgt is not restless to continue the growth momentum and even the latest land acquisition on its oproduction line expansion is a good move to boost up its future earnings.

Chinesetea, beside the talented Mgt team, is there any potential landbanks or any other fundamental projects on going? Thanks for the sharing.

haha tewnama, dah beli berapa lot? Boleh masuk lagi tak , isnin I try masuk sikit join u dgn assam.

tewnama, yea memang aq setuju jugak dgn kata mu. A good leader will always be a good leader but this is business, belum ada haluan lagi dah naik gila2. Sound quite risky. Anyhow masuk aje sikit join you dan Assam. Boleh tambah sikit demi sikit tapi jgn greedy, still is high risk walaupun ada hero dlm counter ni. Ari tu assam dah gitau pasal counter ni tapi Nampak matrix turun gila dah terpesong plak on property counter.

Yes bro assamlaksa, I remember you said, but when I look at it and seeing matrix also slumping kina hard to move in. Yea miss it too bad but bro what makes you so confident to buy in since the PE is so crazy high. I know your a value investor, really makes me wonder why you go in and against your principal? Can share bro?

Heavy selling on profit taking for the past two days. Next week will see a rebound.

Fundamental counters will move back up, heavy selling might due to those ESOS cashing out for CNY haha.

Miss the boat when u mention it assamlaksa at matrix post top 3 property counters. Is more likely a speculate counter, PE so high. Tewnama, assamlaksa, what makes you all in. Let me know I interested to buy also.

wow, another brem? what causes the spike? Assamlaksa and tewnama, both of you bought already? Bros why u all said is a potential shadow of DS? Can share?

soul, guess its ppl choice I felt u shouldn't condemn or keep saying DS investor will cry sooner. Noone knows how the trend goes and I respect everyone owns belief and projection. So instead of wasting time asking ppl to sell why don't u present facts and datas to support ur ideas for sharing. That will worth more right bro. Anyhow i'm not the investor for this share but I do have mix conception on this counter as I do like its awesome margin and its monopolized business but I don't like its heavy gearing. That's my own studies on this counter. Well instead of telling ppl not to cry later, I guess it is much appreciate that you could share out ur thoughts rather then condemning.

Heavy overselling

when saw some internal selling off is not a good sign. Indeed explain why the GM and some director dispose off some shares earlier. It is indeed a good financially fundamental counter, hope it does not kills off this golden goose.

Moving closer to TG

I suka fundamental coy ni jugak, considering to enter

assamlaksa dan tewnama, both of u also in this counter?

what is happening to this counter? keep falling for days

Assamlaksa, u in this counter as well?

Hopefully tomorrow will rebound up.

Just wondering why the GM disposing 30k from its total hold of 80k shares on 26thDec??

might be those holding ESOS selling it off? Sharp drop today till 3.60 lowest.

coy' revenue is soaring high. 3rd quarter already breakthrough the whole previous financial year. Awesome on performance. Only think I dislike and worries me on this coy is the high gearing. 84% in the latest quarter is very high. Very high interest bearing coy. Assamlaksa, u think it will continue fly in 2014 bro? Any new business news to boost since its a heavy dependent govt. project company?

I agree with Samshing, this share can close to TG and Harta and price can up above RM6 before its share split with its aggressive business plans ahead.

assamlaksa, did u notice the GM is disposing some shares as well? 80k left 50k?

IOI Property is going to list on Jan 2014 right?

Assamlaksa, any views from you for IOI Property?

Cheers Joel..Lets hope the uptrend continue all the way

Just a matter of time to reach RM5.00, high potential counter.

^^ Moving, ride higher kossan, fly closer to TG and Harta.

Great counter & great dividend

ganasai, I agree with your term paper loss. But I also stress you don't forget about ur opportunity cost as well for taking such risk. You capital might be stuck for years and I don't see why cant you invest in when there is certainty that oils pay out which enables u to have more then 50% winning rates but just with lesser return. There is always a price to pay for greediness. You might be right at your point but im just saying it out from my point of view. Everything has a price to pay but be wise coz sometimes things wont give a second chance.

tewnama, kalau ari ni kau menang, besok atau lusa jugak boleh kalah semua, itulah hakikat dlm perjudian kerana tamak tu satu habit yg tak boleh diuruskan hanya boleh insaf. I don't agree market is not interesting, is just how u see it share market is not a tempat main judi is a place for us to buy and own a business. Nak cepat kaya simple bring ur money throw at genting table less then 20 seconds u know result 100% return fun or not??

can someone tell me, if oil strikes will the share price fly to tens and hundreds in a day? Instead of speculate why cant wait it to be fundamentally proven and strong then you invest in for long terms. Greediness kills and burns. Sorry i'm not here to insult or put salt on wounds but just sharing my thoughts. I see there is no difference on putting your money on a casino table. It is not an investment if there is no certainty or fundamental data that can support your returns and if mainly relies on rumors , hopes and predictions, it makes no difference with gambling. I would rather choose to gamble on a 50/50 at Genting at least is fast either big or small, you don't have to had endless night of sleep less night. Just my personal opinion and I apologized if my thoughts offends.

waiting for it to cross over RM 4

everyday buyer overweight seller but still no momentum yet to cross over RM4.

Thanks assamlaksa I know ur an old timer or senior so wanna hear how u look at it and gives me an idea about it as well. Thanks anyway bro. From the counter u invested I knew ur a value investor type.

waiting for the push , seems someone accumulating at RM4

assamlaksa, what is your view on Dsonic after the share split?

Johnny cash- u looking for me?

assamlaksa, u sure the momentum can sprint like Datasonic? Wishfully haha

What is the PE now after the share split?

ktjaven, take a look at Matrix, will change your thoughts on saying all property counters cant fly enuff..

faberlicious- special dividend of RM0.05 & 3rd Interim dividend of RM 0.05 will be paid out soon. Ex-date 27th Dec and entitlement date is 31st Dec and payment date is 13th Jan 2014. Total RM 0.10.

All out pushing for the special and quarter dividend ^^

thanks for the sharing assamlaksa

Good call. Value counter.

assamlaksa agree with what you said bout layman. Giving out non facts and non fundamental comments. Hope will cross RM4 by next week as dividend payout is close.

Matrix your the best see your momentum on pushing really means pushing up. All the way up man.