Warren buffett was going no where using his guru Graham's value investing untill Munger introduced him to growth investing...and he bought coca cola.Let this be known to those sifu wannabes.

SAPU

Lousy qr? Anyone who can read ady know,anyone who know and want sell ady did today.Hahaha.

thank you for selling lol

5354,cos harta kossan did not kena usa ban for 2 years.

Nevermind.We have to understand calvin's tsh did not participate in this year end rally.Let him be hahaha.In fact tsh did NOTHING in the past 1.5 yrs.

What do novices know? hahaha

Demand down,plant utilisation % down ,asp down bla bla bla is publicly available info and is factored into prices.Stock market anticipate the scenario 6 months ahead.

sharks press down to collect bilis takut apa.....kikiki

next qr,revenue will increase 20% to include usa sales starting early nov 2023 after ban lifted

SAPU

Calvin,apparently you are making up stories to attack KGB.


cgtan2020

Look at section 12 of last quarterly results for receivable dues.

Big chunk, Not past due amount is 354,835,000.
So not much to worry yet.

its a mistake to sell near all time high

next year the destination is no less than rm3

Finally market wakes up to the deep value in this gem.

mbmr is at all time high,something is brewing....may involve sime again

hoot9e

Kgb looks more appealing at this juncture.Good luck all.

minggu ni RM2 huatttt ah

4.41 % to be exact

Even the kiasi kiasu icap owns 4 % of kgb

Fyi kgb was around 55 sen in dec 2018,5 yrs ago.At fri close of 1.7 it has appreciated 200% whilst linde's appreciation over 5 yrs was 160%.

Linde plc is a global multinational chemical company founded in Germany and, since 2018, domiciled in Ireland and headquartered in the United Kingdom. Linde is the world's largest industrial gas company by market share and revenue. Wikipedia

linde plc pe is 36
if we assign just a conservative pe of 18 to kgb,with its latest qr eps of 4.91 sen ,what would it be worth? go figure

Linde PLC
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awaiting rhb ib rerating...

HOOT9E

August article but still relevant. Analysts versus the head of glove association.

PETALING JAYA (Aug 3): The global demand for rubber gloves is expected to return to growth in 2023, after a 19% contraction to an estimated 399 billion pieces this year, from 492 billion in 2021 when the world was at the peak of the Covid-19 pandemic.

The Malaysian Rubber Glove Manufacturers Association (MARGMA) expects glove demand to expand in the range of 12%-15% next year. Meanwhile, the association has cut its demand forecast for this year by 12% to 399 billion pieces, from 452 billion pieces previously, as the demand normalises against the backdrop that the Covid-19 pandemic is under control.


MARGMA’s President Dr Supramaniam Shanmugam, however, stressed that the association’s forecast “is a very conservative estimate”, given the various growth drivers, for instance rising hygiene awareness, ageing population and recovery in non-Covid-19 related demand.

Kossan n harta have no more Rss outstanding.Maybe the brilliant analysts can explain why this is so,or can they? Hahaha.No one ever get rich by listening to analysts.

The last of the top 4 to come.Hoot.Force the Rss cover back 39 mil.Harta n kossan has no more Rss.

If confident of this stock,no need defend every time a negative comment is posted.Anyway the theme is gloves now.Just let this consolidate quietly.

rm3 by dec

Rm2 by dec.Analysts can balik kampung tanam ubi.

Even the lousy qr of comfort cant drag it into negative zone

Harta has risen Rm1 frm low of 1.41,supermx is just 28 sen frm low of 72

1.07 is nothing,we looking at 1.4 Q1 2024

if good qr then confirmed glove recovery theme on,never listen to salaried analysts....believe what you see

Tq.Will be back after Qr.

Early Xmas woohooooo

c3t best lah hahaha

Winds of change blowing towards glove sector.From now till end 2024.Be smart.be early.

gonna test year high

Huat ahhhhhhh

Another important aspect of being a successful investor is make sure you are born in the right country.Hahaha.

.......
I just cite an example to illustrate the benefits of long term investment on good companies with growth potential. Take McDonalds as a classic case. If you invested US$1,000 in the IPO of McDonalds in 1965 and held onto it for 33 years until 1999, your investment would have ballooned to a value of US$15,700,000 or 15,700 times! Had you held onto it a few years longer to 2005, your investment value would have grown to over US$30 million for a total gain of 30,000 times in 40 years. That was a compounded growth rate of about 22% p.a. for 40 years.

Supermx had the lowest production capacity of the big 4.Any impairment if at all,will also be minimal.

Supermx has the highest reserves of Rm 2 bil plus of the big 4,meaning stanley is smart n did not go into unnecessary n marginal expansion,thus the probability of impairment is very small.Now this huge pile of cash will come in very handily.

whatever impairment,it is the past n one off...but the resumption of usa sales is the future n here to stay

A bonus,usa sales resumed in early nov.Next Qr will factor in another 20% of sales.So if current Qr is good,next Qr will be better...if current qr is not too good,next qr will still be better.

It is reasonable to expect supermx to range between 1.0 n 1.1 next week.