kytan

kytan | Joined since 2012-11-07

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Stock

2020-05-18 06:56 | Report Abuse

Now IB bank TP is not longer valid, i aim OTB target, his famous with his call. No mean i not respect Kim, freetospeak. Just OTB is public person i knew in I3 8 years ago, he and KYY can influnce whole market.

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2020-05-17 19:35 | Report Abuse

Tomorrow go up 4.5, Night Harta result sui sui, Tuesday go up 5.

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2020-05-16 17:35 | Report Abuse

2721, telegram the file is flying around

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2020-05-16 16:53 | Report Abuse

Topglove and supermx is 2 i looking good at the end of huge jump on profit

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2020-05-16 16:52 | Report Abuse

Hope supermx line setup is done, because if i run production, i will convert most of my worker in contact lens and multiskill them in glove section. So labor to me is not a issue in expanding glove bussiness

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2020-05-13 21:03 | Report Abuse

Someone want buy cheap...goodluck if u get it. Company will not buy high for sure

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2020-05-13 20:54 | Report Abuse

Thanks freetospeak. tp 11 too far to see it and believe it now. Step by step, Now aim 4.5. And see latest Q. Thanks again for your anaysis

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2020-05-13 20:37 | Report Abuse

With above news, 4.5 can achieve anytime

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2020-05-13 07:06 | Report Abuse

Supermx for sure hit 60 mil net profit coming Q

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2020-05-12 16:08 | Report Abuse

Harta 18th may, supermx 20th, kossan 21th. topglove next month. Supermx win on OBM,topglove still have big room up, he volume is big on glove qty 81mil. Each pair earn little also huge. This 2 glove counter is main play for future

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2020-05-12 15:33 | Report Abuse

Let the people without confident sell, and let the believer buy. So tomorrow can limit up.

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2020-05-12 15:12 | Report Abuse

Thanks freetospeak and Kim analysistoday

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2020-05-12 13:54 | Report Abuse

Now not one can said why share buy back as high price, the company director know the price is to cheap. 4.5 this year is not issue at all. Buy and hold. I happy with my decision early Jan after Wuhan lockdown. The payback is better than contra daily. Now looking for another 700% return on c78 in coming few month. After c74 900% and sold. Thanks for all the expert study and analysis in this group to make me realize the value of supermx. Thanks

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2020-05-12 06:44 | Report Abuse

If based on Riverstone result, supermx result will improve 50% on net profit in normal situation, however supermx have OBM which should give more + huge inventory in oversea warehouse...even we assume contact len remain same during this current situation...,hohoho..every believer in supermx and glove huat liao

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2020-05-08 11:48 | Report Abuse

Mean more to come as long as selling price keep increase when more countries tested positive, daily is 90k plus

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2020-05-08 11:47 | Report Abuse

OBM and distribution model is a key advantage in this environment
SUCB’s key competitive advantage lies in its manufacturing-cum-distribution business
model. While other glove makers are mainly OEM suppliers, 40-50% of SUCB’s gloves
are sold under its original branding (OBM), via its own distribution centres in 7 countries
(including UK, US and in Europe). Hence, it has been able to chalk up better margins via
higher ASPs (OBM gloves are sold at distribution prices instead of factory prices) by
supplying to end-customers directly (vs. third-party distributors). We estimate that this
has allowed SUCB to raise ASPs by 25-30% since Mar 20 (vs. 5-10% for its peers).

This is the key why supermx better than others glove

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2020-05-08 11:45 | Report Abuse

Reiterate Add, with a higher TP of RM3.48

We raise our FY20-22F EPS by 24.5-32.5% to account for: i) higher glove ASPs, ii) better
sales volume, and iii) higher margins (from distribution business). Accordingly, our TP is
raised to RM3.48, based on a higher CY21 P/E of 24.5x (pegged to a 30% discount to
weighted average CY21 P/E of Malaysia glove sector ex. SUCB of 34.8x) from 20.5x
before. We continue to like SUCB as a laggard play in the glove sector; it is trading at
20.1x CY21F, a 40.4% discount to Malaysia’s glove sector average CY21F P/E of 33

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2020-05-08 11:44 | Report Abuse

Cimb give tp 3.48

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2020-05-06 10:11 | Report Abuse

The best stock this year

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2020-05-05 19:32 | Report Abuse

Sorry, kossan is 21th May

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2020-05-05 18:38 | Report Abuse

Harta 18, kossan 20 may

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2020-05-04 18:47 | Report Abuse

Not sbb, mean big buyer coming in buy up share price. Good

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2020-05-04 05:56 | Report Abuse

The only section Healtcare is green with +16% this year, follow by Technology red -6%, Telco red -8%.

News & Blogs

2020-05-03 12:36 | Report Abuse

The real fact we can see is all glove running out capacity with huge order in hand, this mean something to trigger share price up. If more order in, it become Malaysia monopoly the glove market at the same time if US really stuoid to have trade war with China

News & Blogs

2020-05-03 12:32 | Report Abuse

Share price go up 60%...did u consider increase average selling price give better profit, the exchange rate favor to export counter, the factory utilization lower factory overhead cost. All this ia a factor to increase share price.

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2020-05-03 09:37 | Report Abuse

Now glove will continue up, how high it can go i don't know, but for holding 2Q report is sure safe. Mean still can hold for 4 months and see result for futher sell or not. While the people think is high, don't want chase high sell higher, i will suggest time to collect some Dayang, Uzma, Carimin and Serbadk before it move up. Market always there, pls don't come here to give negative comment without think to collect low.

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2020-05-02 21:16 | Report Abuse

Someone want buy low, spend so much time here to scare people. Wish u luck if u have chance buy low. Market always there, up down up down to final destination 3 and above

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2020-05-02 20:31 | Report Abuse

Mask abd glove is totally different thing, mask u just need capital buy machine and material, then everything is automation, low technical needed. Glove is not simple. I from apperal industries. Mask can open shop in 1 week. Low earning margin

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2020-05-02 18:28 | Report Abuse

Also all law enforcement, clearner, cashier, all wear glove. Glove will not sudden high demand without reason. Only we don't know how people use it

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2020-05-01 14:11 | Report Abuse

At the same time offer chance for people buy top glove at low if correction happen.

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2020-05-01 14:10 | Report Abuse

topglove have labour dispute on today news, monday supermx may up kaw kaw again with share buy back and topglove issue

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2020-05-01 14:08 | Report Abuse

@jiunn true, this may happen again when price rocket high again.

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2020-04-30 13:41 | Report Abuse

Glove up due to high demand, oil up due to already bottom and worse is over

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2020-04-30 13:40 | Report Abuse

Whole world start cut production

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2020-04-30 13:38 | Report Abuse

Dayang rebound from bottom, US 5 oil company bankruptcy and more to come, Saudi buy other foreign oil company b4 the deal of production cut, now whole will agree to cut oil, kill all the contra player when oil drop to -37 usd, more countries start work less MCO, the worse is over, park some money in oil couter , hold for 6 month to 1 year sure win. According last few crisis, after start cut production, oil price back to normal in 4 to 6 month. Will u take this risk? I will

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2020-04-30 05:39 | Report Abuse

If u don't trust the vaccine expert said but trust vaccine company advertisement, if u don't trust glove company data show good result but listen to rumours, if u don't trust investment bank research but listen to not brainer com ent, congratulation, u are small fish to let people earn your hard work money, you help the investor earn big money from u, and you always loser in share market. My advice is better don't step in the share markey since u not ever do your study..

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2020-04-30 05:34 | Report Abuse

Even news already mention now glove need 5 month delivery lead time, order full until december 2020, glove is manufacturing factory, they make profit by selling glove. If still worry, better sell your glove go by airline that van fly now but not customer, Bank can loan money but don't want loan to people due to afraid company bankcruptcy, Hp shop open but not revenue due to major laidoff and salary cut, genting open casino but visitor block outside quanratine 14 days, oil drilling company running but next 2 Q result give u boom and facing bankruptcy...think before u buy.

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2020-04-30 05:28 | Report Abuse

The path to confirm vaccine work and mass production is 9 month to 1 year time. When to sell, read kyy article, sell when heat detector remove from airport, however the financial good result still can run another 6 month according last few pandemic, that the reason why kyy can sell high last time.

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2020-04-30 05:22 | Report Abuse

Even china started the human test done 1 st trial success, still need continue 2nd phase then 3rd phase they also claim need take 1 year time to confirm on side effect before mass production. The vaccine is not something like drug, long term only can see side effect, such as to human male and woman sperm and oval, altp to others things else. Please watch "i'm Legend" Will Smith movie to understand if vaccine not proper test effect, all human become zombie.

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2020-04-29 18:59 | Report Abuse

Can someone post out the total glove that top 4 glove maker produces per year and expansion plan and expansion capacity again. I loss this information. I know news or FB have this data before. Thanks

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2020-04-29 18:56 | Report Abuse

Shark also wamt collect cheap b4 next push up, if we assume this share can worth more than RM 4, and u have a lots of cash, what will u do to collect more share? I will try press down hard, also use idss. But too bad idss delay to July, now only can slowly press to avoid loss all my share to smart people buy it

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2020-04-29 18:46 | Report Abuse

Thanks Kim, my c74 total profit is 900% sold at 0.36. While c78 250% c86 is 75% paper gain. Only the people with holding power will win big money.NOW have c72 topglove too

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2020-04-29 12:36 | Report Abuse

Affin Hwang also adjust TP from 2 to 2.2, but this tp will keep adjust until end year to 3 or 4...lol

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2020-04-29 12:33 | Report Abuse

https://www.klsescreener.com/v2/news/view/670759
Order until end Dec, selling price may have another increase

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2020-04-28 04:59 | Report Abuse

If we already assume can go to RM 3, why not buy now, then sell on news. If result show can more than 3, keep the share for another Q

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2020-04-27 13:16 | Report Abuse

Sold my c74 900% profit. Still hold c78 and c86. Today buy in Top glove c72.

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2020-04-26 15:38 | Report Abuse

KYY sapu comfort, supermx sapu supermx, top glove boss family sapu top glove...is a sign to ride with it.

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2020-04-25 12:35 | Report Abuse

关关难过,关关过, 年底不知价钱升几高

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2020-04-25 11:09 | Report Abuse

Yesterday 105k new case, record high. Overall active case is 1.888 billion. During MCO, enforcemnt officer with glove, hospital with glove, supermarket with glove, extra cleaner with glove, some rich people go out with glove...is fantastic to fantastic 4, Harta, Topglove, Kossan and Supermx. Yes, people may worry on call warrant expiered and pull back the price, but some people see time to buy low mother if it happen. What if mother share drop, and KYY and SBB sapu all...haha

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2020-04-25 07:18 | Report Abuse

Total case by days just make new high and counting. 103k cases, yestersay only 85k cases. Glove is running out soon. If Bank want to shoot down call warrant will die faster, more people collect mother for future, easy shoot to roof top when good news come