investor2021trading

investor2021trading | Joined since 2021-03-06

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1 day ago | Report Abuse

as Xi stepped into his 3rd term in office, someone said China will no longer b a cheap skate or cut prices in d export of healthcare products.

Coronavirus: China bans two medical equipment exporters for ‘tarnishing the country’s image’ Two Chinese firms have been banned from selling medical equipment after they were found to have exported defective products, the commerce ministry says

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1 day ago | Report Abuse

someone said budget 2023 will hv no more tax makmur n no increased in worker's salary!

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1 day ago | Report Abuse

off-budget, l. Putin hv plenty of gas n can sell cheap for glove production!

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1 day ago | Report Abuse

somebody said ada interested e. Musk is capable of AI n r. Kuok hv workers from indon!

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1 day ago | Report Abuse

heard Harta contemplate to have e. Musk using AI in glove productions!

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1 day ago | Report Abuse

heard someone said r. Kuok investing in Harta?

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6 days ago | Report Abuse

tomorrow dividend payment! Harta never failed paying dividend in 2022 todate!

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6 days ago | Report Abuse

for a stock that is blacklisted or doomed to bankruptcy, even at 2cent u can't sell 'cos all investors will shun d stock!

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1 week ago | Report Abuse

TG's major shareholders had already made millions/billion thru' shares split n high dividends declared but mankind cannot be too greedy! d big n small retail investors r d ones lose money with their corporate actions!

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1 week ago | Report Abuse

@30cent i will all-in! this way i don't have to cut-lost supporting d high price bought!

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1 week ago | Report Abuse

Kossan price is fast picking-up! idk, maybe b'cos of d high confidence given by investors to TG!

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1 week ago | Report Abuse

ironically, i still see a lot of buyers! idk, maybe Ahchai n gang or big investors see hell of a bright future in gloves business!

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1 week ago | Report Abuse

TG price dropped not b'cos of gloves fundamental (eg. declining ASP) but b'cos of its hugh NOSH, low EPS n very high PE ratio! idk, d price will continue to fall till a PE ratio of below 10X occurred! TG will b rated according to its next Q1 Nov. '22 results i.e. achieving higher utilisation of machineries, higher revenue n positive PAT.

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1 week ago | Report Abuse

Ularsawa, with TG Q4 results of qoq @ -444% n yoy @ -109% be trading at a PE ratio of 21.70, then PE ratio for Harta, Kossan n Supermax should be 10X at least!

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1 week ago | Report Abuse

Exact words by Ularsawa posted in TopGlove I3Forum:
-"China gloves are normal low value low quality ones. China companies having difficulties retaining customers and also subject to USA and Europe restrictions".
-"Imagine you buy china one lesser by 1 or 2 usd per 1000. Haiyoh. One pc of glove cost how much only".

Now u see, d lower ASP of China's rubber gloves is a "NO BIG DEAL" affecting our Malaysians Gloves Manufacturers! glove is so cheap as one piece of glove hardly cost RM0.10 to d buyers! so, ASP have very little impact on d profitability of our Malaysians gloves! bigger impact will b on labour cost, prices of production materials n gas but already gas price is declining n labour, materials cost have stabilised!
therefore, taking into consideration all these factors, im looking at a brighter future for our Malaysians gloves industry towards year ending!

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1 week ago | Report Abuse

problem is a lot of big investors were caught, bought gloves stocks at high price (peak pandemic period) n they need the glove price to fall to below rm1 to average down effectively! if u looked at d quarterly high revenue churned, positive profit n low PE ratio (with exception TopGlove), d price doesn't reflect d actual value as given to other sectors! already d current positive quarter for Harta, Kossan n Supermax should deserved a higher price!

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1 week ago | Report Abuse

The Malaysian Rubber Glove Manufacturers Association (Margma) has forecast that global demand will see a recovery in 2023. "The industry could see a turnaround next year if more small players consolidate to address the oversupply issues. We also expect the demand for gloves to be at 6.8% annually, which is higher than pre-pandemic levels.”

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1 week ago | Report Abuse

d crux of d problem is global oversupply of rubber gloves n falling of ASP! need to reverse this!

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1 week ago | Report Abuse

to be competitive n take necessary risk they just have to cut production n raised ASP of gloves!

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1 week ago | Report Abuse

looks like d worst is over for gloves stock! there is sign of light at d end of d tunnel n hope for brighter trading ahead!

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2 weeks ago | Report Abuse

@ bang_miskin, closed at 1.64, cheers bro!

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2 weeks ago | Report Abuse

got d 3.5cent dividend today! as usual, buy more at 1.55 (ex-dividend price adjustment followed by morning dipped)!

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3 weeks ago | Report Abuse

Harta no more cukai makmur like TopGrove n Kossan!

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3 weeks ago | Report Abuse

this sinkalang khatu cannot pakai!

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3 weeks ago | Report Abuse

suddenly this khatu spamming Harta n panic for no reasons!

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3 weeks ago | Report Abuse

@bang_miskin, last Q4 profit must b due to management prudent measures seriously lowering their production cost per unit glove, cutting cost on materials (lower price of materials purchased) n reducing wastages (labour, time n materials). ASP is still a matter to address but price has bottom now n will goes up by year end due to more conducive favorable economy.

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3 weeks ago | Report Abuse

@bang_miskin, hv u notice that Harta n Supermax have reported a positive profit on or after their Q4 2022 report (paid Cukai Makmur)? TopGlove & Kossan should also able to achieve this result as d demand for medical hand gloves persist regardless of lower ASP of gloves in d market!

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3 weeks ago | Report Abuse

like that d moon will b extra round n bright this moon cake festival for gloves stocks!

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3 weeks ago | Report Abuse

this Q4 Aug '22 QR for TG will b subjected to Cukai Makmur?

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4 weeks ago | Report Abuse

gas price for production of nitrile biodegradable gloves will fall for sure! oredi Russia's is selling them cheap when they cut-off their sales to EU! others global gas producers will follow suit b4 year end!

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4 weeks ago | Report Abuse

global demand for nitrile gloves in healthcare will increase for sure!

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4 weeks ago | Report Abuse

can b 2.79 by year end!

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4 weeks ago | Report Abuse

im investing a stock i know! something permanent with gud fundamental! not speculating!

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4 weeks ago | Report Abuse

wonder when d short selling will stop? until year end?

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4 weeks ago | Report Abuse

still got hope??? no more cukai makmur, asp at bottom now, foreign workers recruitment commences, supply & demand at equilibrium now, etc...

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1 month ago | Report Abuse

buying n accumulating of Harta's shares for imminent price uptrend by year end n towards 2023 have started.

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1 month ago | Report Abuse

khatulistiwa1234 continues to dominate Harta forum n d share price is going uptrend!

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1 month ago | Report Abuse

khatulistiwa1234 is back not answering questions but sinkalang as usual.

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1 month ago | Report Abuse

@khatulistiwa1234,
when is d date of d coming AGM n d announcement of d 3.5c dividends they declared to b paid in Sept. '22?

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1 month ago | Report Abuse

The Malaysian Rubber Glove Manufacturers Association (Margma) has forecast that global demand will see a recovery in 2023. "The industry could see a turnaround next year if more small players consolidate to address the oversupply issues. We also expect the demand for gloves to be at 6.8% annually, which is higher than pre-pandemic levels.”

CGS-CIMB expects ASPs to stabilise by the end of the year at US$22 to US$24 before increasing to US$26 to US$27 in 2023. If so, ASPs would still be higher than pre-Covid-19 levels as gloves were fetching US$20 to US$22 at the time.

"Some of the glove companies are sitting on a huge war chest that was built in 2020 during the rally in the global glove prices caused by the Covid-19 pandemic,” observes a fund manager. Glove players that strengthened their balance sheets during the boom should be able to weather the storm and see better days in the long run.

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1 month ago | Report Abuse

HARTALEGA "Our Industry’s First."
1. First to create non-leaching Antimicrobial Gloves that kill up to 99.99% bacteria.
2. First to create Colloidal Oatmeal Coated Gloves to improve skin moisture & barrier.
3. First to develop Light Weight Nitrile Gloves.
4. First to commercially produce High Stress Relaxation Nitrile Gloves.
5. First to develop Polymer Coated powder free examination gloves.
6. First to develop single glove dispensing to prevent glove wastage & contamination.
7. First to develop automated glove stripping machine.
8. First to implement double former production line.
9. First to successfully registered biomass energy plants with UNFCCC (Kyoto Protocol).
10. First to commission high capacity production lines (45,000 pcs of gloves per hour).

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1 month ago | Report Abuse

Are Malaysians Rubber Gloves Manufacturers In Compliance With ESG?

"Malaysian firms that ignore ESG (environmental, social and governance) could go the way of dinosaurs". Panelists at an ESG discussion organized by the Malaysian Investment Development Authority said on Tuesday (Aug 2).

According to Investopedia’s survey in 2021, 67 per cent of multinational companies have expressed interest to buy more shares of ESG-focused companies. Fund Managers are taking a pause to relook their strategy for companies with long-term sustainability based on ESG to increase their productivity, reduce reliance on foreign labour, and ways to achieve cost savings.

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1 month ago | Report Abuse

WORLD HEALTH ORGANIZATION (WHO)
7.9 billion people are still living through Covid-19.
It is not over!

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1 month ago | Report Abuse

Hartalega - Exporting High Quality Gloves Around The World.

Innovativeness:
New & Improved Products Are Key To Unlocking New Markets & Opportunities.

BDGTM Nitrile Biodegradable Gloves are an eco-friendly option for use in medical, laboratory, food and industrial fields. It indirectly produces clean and renewable energy through the unique and organic additive that attracts microbes commonly found in landfills to disintegrate the gloves naturally, leaving behind only biogas, water and inert soil. Hartalega BDGTM Nitrile Biodegradable Gloves offer better ASTM D5511 biodegradation performance. The more you use BDGTM Nitrile Biodegradable glove, the more you keep our earth clean.

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1 month ago | Report Abuse

Organic growth

Hartalega bets on anti-microbial gloves as the new game changer. Touting the new product as a “game changer” that could elevate Malaysia’s glove manufacturing industry, Hartalega managing director Kuan Mun Leong says the group aims to make its AMG the new standard globally.

About a decade ago, Hartalega Holdings was the first company in the world in 2005 to come up with lightweight nitrile gloves. Today, Hartalega, the world’s largest nitrile glove producer, hopes such revolution can be replicated through its newly created antimicrobial gloves (AMG). What’s so special about the AMG is that it is the world’s first non-leaching glove that effective in killing prevalent and antibiotic resistant microbes in five minutes. This is useful in the global healthcare industry that has for long been bogged down by healthcare-associated infections (HAIs). HAIs are infections that patients can get while receiving medical treatment in a healthcare facility. It costs the healthcare industry billions of US dollars each year to address the problem. “This new product is cost-efficient to produce; and the price premium attached to it is not too forbidding for the gloves to be adopted globally,” Kuan says.

Citing data from World Health Organisation, it costs the European Union seven billion euros (RM32.75bil) each year to tackle HAIs that affect 4.1 million of its people and cause 37,000 deaths. In the US, the annual cost is US$6.5bil to deal with HAIs that affect 1.7 million of its people, and cause about 100,00 deaths.

“We’ve been receiving good response from our customers in Europe... the next market for us is the United States,” Kuan says of the prospects of AMG. Hartalega launched the AMG in Europe.

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1 month ago | Report Abuse

who said China's labour cost is cheap? yes, decades ago not now!
why compared with China when our gloves are also sold to manufacturers of semiconductors and consumer electronics and for automotive maintenance and spray painting. The company organizes itself into six segments based on geography: North America, Europe, Asia, Australia, Malaysia, and South America. More revenue comes from the North America segment than any other.

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1 month ago | Report Abuse

keep in at 1.60 but wooshhhh naik 1.82

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1 month ago | Report Abuse

apa mahu check? tunggu naik half of a cent all happy!