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2014-01-03 23:05 | Report Abuse
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.
2014-01-03 21:47 | Report Abuse
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.
2014-01-03 21:40 | Report Abuse
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.
2014-01-03 21:16 | Report Abuse
Chinesetea, beside the talented Mgt team, is there any potential landbanks or any other fundamental projects on going? Thanks for the sharing.
2014-01-03 17:38 | Report Abuse
haha tewnama, dah beli berapa lot? Boleh masuk lagi tak , isnin I try masuk sikit join u dgn assam.
2014-01-03 17:27 | Report Abuse
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.
2014-01-03 17:22 | Report Abuse
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?
2014-01-03 17:19 | Report Abuse
Heavy selling on profit taking for the past two days. Next week will see a rebound.
2014-01-03 17:16 | Report Abuse
Fundamental counters will move back up, heavy selling might due to those ESOS cashing out for CNY haha.
2014-01-03 17:13 | Report Abuse
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.
2014-01-03 17:07 | Report Abuse
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?
2014-01-02 23:12 | Report Abuse
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.
2013-12-31 16:13 | Report Abuse
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.
2013-12-31 11:49 | Report Abuse
I suka fundamental coy ni jugak, considering to enter
2013-12-31 11:48 | Report Abuse
assamlaksa dan tewnama, both of u also in this counter?
2013-12-31 09:51 | Report Abuse
what is happening to this counter? keep falling for days
2013-12-31 08:35 | Report Abuse
Assamlaksa, u in this counter as well?
2013-12-30 22:15 | Report Abuse
Hopefully tomorrow will rebound up.
2013-12-30 17:02 | Report Abuse
Just wondering why the GM disposing 30k from its total hold of 80k shares on 26thDec??
2013-12-30 17:01 | Report Abuse
might be those holding ESOS selling it off? Sharp drop today till 3.60 lowest.
2013-12-30 14:33 | Report Abuse
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?
2013-12-30 14:13 | Report Abuse
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.
2013-12-30 13:52 | Report Abuse
assamlaksa, did u notice the GM is disposing some shares as well? 80k left 50k?
2013-12-29 21:43 | Report Abuse
IOI Property is going to list on Jan 2014 right?
2013-12-29 15:46 | Report Abuse
Assamlaksa, any views from you for IOI Property?
2013-12-27 21:32 | Report Abuse
Cheers Joel..Lets hope the uptrend continue all the way
2013-12-27 14:20 | Report Abuse
Just a matter of time to reach RM5.00, high potential counter.
2013-12-26 23:19 | Report Abuse
^^ Moving, ride higher kossan, fly closer to TG and Harta.
2013-12-26 23:18 | Report Abuse
Great counter & great dividend
2013-12-26 23:11 | Report Abuse
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.
2013-12-26 22:59 | Report Abuse
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??
2013-12-26 22:52 | Report Abuse
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.
2013-12-26 13:10 | Report Abuse
waiting for it to cross over RM 4
2013-12-24 11:16 | Report Abuse
everyday buyer overweight seller but still no momentum yet to cross over RM4.
2013-12-23 23:57 | Report Abuse
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.
2013-12-23 16:50 | Report Abuse
waiting for the push , seems someone accumulating at RM4
2013-12-23 16:37 | Report Abuse
assamlaksa, what is your view on Dsonic after the share split?
2013-12-23 16:33 | Report Abuse
Johnny cash- u looking for me?
2013-12-23 15:30 | Report Abuse
assamlaksa, u sure the momentum can sprint like Datasonic? Wishfully haha
2013-12-23 10:55 | Report Abuse
What is the PE now after the share split?
2013-12-23 09:56 | Report Abuse
ktjaven, take a look at Matrix, will change your thoughts on saying all property counters cant fly enuff..
2013-12-23 09:49 | Report Abuse
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.
2013-12-23 09:17 | Report Abuse
All out pushing for the special and quarter dividend ^^
2013-12-22 23:22 | Report Abuse
thanks for the sharing assamlaksa
2013-12-21 14:20 | Report Abuse
Good call. Value counter.
2013-12-21 14:18 | Report Abuse
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.
2013-12-20 16:16 | Report Abuse
Matrix your the best see your momentum on pushing really means pushing up. All the way up man.
Stock: [ECOWLD]: ECO WORLD DEVELOPMENT GROUP BERHAD
2014-01-04 11:45 | Report Abuse
Bro assamlaksa thank you for the insight. You add up my confidence on it. Thanks a lot bro.