laychee

laychee | Joined since 2018-03-31

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Stock

2020-09-09 10:56 | Report Abuse

Buy low sell high.

Need to know how to calculate what is expensive and target price.

Banks won't tell you the truth. They need your money to grow. They pray you poke and then pump more money into the casino. You need to learn the skill yourself.

Stock

2020-09-09 10:53 | Report Abuse

疫苗已成大马公敌。有利疫苗消息一出,很多人就会大骂。

新冠肺炎是大马的最爱。有跟多人染上,大马人就会很高兴。他们希望永远如此。

面临手套小泡沫和TESLA大泡沫一起爆,股民纷纷希望手套重整泡风,希望更多人中病受苦。

大马是一个很可爱的国家。

华人爱上新冠,友族爱上新官。

Stock

2020-09-09 09:12 | Report Abuse

PE is still very high even after ignoring 1 quarter loss due to spending to link to MOH.

Forward PE is very hard to guess. It depends on fill&finish profit and how many packaging job are allocated. The cost of packaging could be high depending on the vaccine type chosen. Some require very low temp to preserve.

Stock

2020-09-08 15:31 | Report Abuse

GE15 depends on budget whether it can be approved by parliament.

GE15 depends on UMNO whether to let the budget being passed.

Stock

2020-09-08 15:24 | Report Abuse

After those selling bonus issued glove stocks are done, things should be back to normal. US covid new cases are dropping super fast. But no matter what, they still need vaccine to put covid under control in order to get back to their normal life.

I just guess. I may be wrong.

Stock

2020-09-08 15:16 | Report Abuse

Vaccines already discovered back in March.

Those vaccines just have to go through trials to make sure they are safe+effective.

Some US companies are already bottling vaccine waiting for green light. If red light, they just dispose millions of them.

They are betting for a green light as they may make a huge loss but covered by the US government if red light is given. Thanks for DT's aggressive push for vaccine. They don't want to waste time.

Waiting for a green light then bottle is a bit late.

Stock

2020-09-08 15:02 | Report Abuse

To make it more accurate, it is not a glove bubble burst. It is a correction as glove companies are still making good money. The good prospect was already priced in as US daily new cases is dropping very fast.

Why US only? Only US can afford good quality gloves from Malaysia.

Stock

2020-09-08 14:57 | Report Abuse

No war, no problem, all other countries are green today.

It is just a glove bubble burst. Many will hate me for saying this. I cannot control the market and it is what it is.

Non-glove counters are being dragged down due to bad sentiment caused by the burst.

Stock

2020-09-08 12:19 | Report Abuse

多元,土权,贪污,回教。你们4选一。

到时如果财政预算案谈不妥(大多数除非鸡败上诉成功),土权,回教,贪污,会三合一。你们会选多元,还是贪回权COMBO?

Stock

2020-09-08 11:29 | Report Abuse

If you read the worldometer coronavirus US daily new case chart, the rise and fall are similar to the chart of glove stocks prices except TOPGLOVE and SUPERMX after they announced stock split (or bonus). After the entitlement date, the chart looks like the daily new case chart again.

Now US daily new case drop tremendously just like the stock price of glove counters.

Why US? Coz only US can afford such expensive gloves.

Stock

2020-09-08 10:44 | Report Abuse

Problems with Pharma

1) Glove/Condom lovers hate it
2) Raider promotes Solution by attacking gloves, pharma and dpharma
3) PE too high even wirte off a huge quarter loss due to setup a link with MOH

Pros:
1) Only company closedly linked to MOH after spending large sum of money to link to MOH
2) Even minister wants to appoint son to lead this company hinting gov jobs favoring this company or faced scrutiny in the future (con)

Stock

2020-09-07 16:26 | Report Abuse

Super Maximum Ceiling is RM12 according to forward PE of 20.

Stock

2020-09-07 16:05 | Report Abuse

SPERM, you can read the news or call up MOH to verify. It's in the news.

Google for it.

Also a minister wants to put his son to the CEO of this company but failed. Now LGE wants this minister to be punished. Google for it. Why gov people love this company?

Stock

2020-09-07 15:26 | Report Abuse

If you remove the quarter loss due to the company helping MOH to build a system, this company is actually making good money.

Stock

2020-09-07 11:39 | Report Abuse

Keyword to Google:

pharmaniaga minister appoint son
pharmaniaga loss

Stock

2020-09-07 11:38 | Report Abuse

The recent one quarter huge loss was due to development of PhIS system for MOH.

Recently one of our ministers wanted to appoint his son to become the CEO of this company but rejected.

...

You can Google for the above mentioned facts.

Stock

2020-09-07 11:10 | Report Abuse

我手淫太多,弟弟发麻了。

Stock

2020-09-07 11:07 | Report Abuse

丁丁得到33%赞同率后,总警长就发言会公平对待(罚款)全部种族。看来你们那一票非常珍贵。马来票四分五裂。造王者除了老马,你们的那一票也是。但即使大选,也很难成立政府。要谈合作,不容易。大马政局就像一盘简单的数学。70%的票给谁。如果除4。。。(多元,土权,贪污,回教)。你们4选一。开玩笑而已。不要当真。

Stock

2020-09-06 12:42 | Report Abuse

欠超级白一个道歉,它的8月10日的财政报告真的是很好。我也不懂为何我之前说它股价很贵。真的很抱歉。

Stock

2020-09-06 12:40 | Report Abuse

Of all glove counters, sales(revenue) increment is highest in Supermx.

Stock

2020-09-05 13:56 | Report Abuse

Why rushed into vaccine while our movement control is effective until the 31st of December.

Stock

2020-09-04 19:06 | Report Abuse

It all depends on the demand of the gloves in the future. Glove demand will not drop instantly but gradually. After all population in the world has finished taking covid vaccine, which is around mid 2021, only the glove demand will officially diminish. Don't worry about the reinfection, blah blah blah, any accident from vaccine is better than no vaccine. Yes, vaccine can kill some, but compared to no vaccine, it has killed almost a million human beings. 50% effectiveness may just reduce the case by half, still better than current 26 million cases without vaccine. Without vaccine, we are living in the shadow of never ending movement control schemes in many countries.

As a human, we pray for a fast and safe vaccine to rid of covid to regain our former norm which is without much movement control.

Stock

2020-09-04 18:57 | Report Abuse

Can sign? No? I think solution is one of the "fill and finish" companies to supply covid vaccine to KKM.

But why raider keeps on insist that solution is the ONLY company that can supply to KKM. Waiting to be handcuffed by MACC?

Stock

2020-09-04 14:31 | Report Abuse

KKM will approve Casino only. Solution also needs give free shares to MACC.

Stock

2020-09-04 13:13 | Report Abuse

Such a big cake, the government will just give it all to a small company. Thanks for your info.

Stock

2020-09-04 13:06 | Report Abuse

KKM will approve vaccine from Cansino (Casino)? News is that China general public will only receive vaccine early 2021.

Stock

2020-09-04 12:50 | Report Abuse

大马人最讨厌的新闻:(假装没看到,连投资资讯也故意跳过这新闻)

https://www.reuters.com/article/us-health-coronavirus-vaccine/us-cdc-tells-states-to-prep-for-covid-19-vaccine-distribution-as-soon-as-late-october-idUSKBN25T3CA

很多大马人买了新的好料的车,但又怕日后供不起。

Stock

2020-09-04 12:40 | Report Abuse

I think many missed this news or pretend not to see it:

https://www.nytimes.com/2020/09/02/health/covid-19-vaccine-cdc-plans.html


We all know that Vaccine A is Moderna and Vaccine B is Pfizer.


Even today Hong Leong daily WhatsApp update reused the story from Wednesday: Fauci feared (suspect) covid case will spike up after the Labor Day weekend, which is good for glove stocks. It purposely skip this big news last night from the US.

Stock

2020-09-04 08:51 | Report Abuse

Great vaccine news from USA may spook more glove holders today.

Stock

2020-09-03 17:45 | Report Abuse

My weird theory:

If covid case up, glove up.
If vaccine news hot, pharma up.
If treatment news hot, both glove and pharma down.
If vaccine from China bypassing pharma and dPharma, gloves + pharma and dpharma will crash.
If Tesla crashed, Nasdaq will crash too and so are tech stocks around the world.
Covid will eventually go down, and vaccine will be available sooner or later.
Gloves will eventually go down, and vaccine counters will surge and drop again since vaccine wave may be just short-lived.
If US economy + employment recover, gold will crash, airlines will recover.
If covid is getting scarce, economies will recover, tech will recover after a crash caused by TESLA.

Conclusion: buy tech stocks after a crash caused by TESLA. After that, buy airline stocks in 2021.

Haha... weird isn't it.

Stock

2020-09-03 17:31 | Report Abuse

Tesla may get a huge correction soon with PE > 1000.

Apple's PE < 40.

Stock

2020-09-03 15:27 | Report Abuse

JokerT, yes 2 for 1 split. Now you have 200% more stocks.

Stock

2020-09-03 13:46 | Report Abuse

Yes. Topglove fair value is RM6. If you know how to calculate.

Stock

2020-09-03 11:22 | Report Abuse

MAHSING did sell more than its peers although not as good as before MCO. My apology to MAHSING. Other property companies are like in a bloodbath. Check out the revenue of Paramon or ...

Stock

2020-09-03 10:55 | Report Abuse

Singaporeans know what is tukar tangan? Check out the date and volume. It was not actually a buy.

MR LIM KWEE SHYAN 06-Aug-2020 Acquired 500,000 5.200
MR YEW NIENG CHOON 06-Aug-2020 Disposed 500,000 5.200
MR FOONG KUAN MING 03-Aug-2020 Disposed 11,000 4.670
MADAM YEW YEE PENG 09-Jul-2020 Acquired 20,000 1.480

Stock

2020-09-03 09:53 | Report Abuse

This is the rule of KLSE. After news is out, correction. During rumor time, FOMO kicks in and pushes the price up.

Stock

2020-09-03 09:24 | Report Abuse

This counter needs a lie to be pushed up like other counters. All you read in this forum are lies, lies and lies.

Also like our politics, you need lies to grab power. Put all the blames on lighter skin people, you'll do good. 65% of the people here like easy money. PH forced them to switch to hard money, falling down was a certainty. Lighter skin people has been on hard money mode for the past 63 years. They are used to it. Putting blame on these people automatically gained 65% of the votes. Easy win.

Now we see if people use BNM rate cut as a lure to push up property or not.

MAHSING first used newspaper to spread news that they closed a lots of the deals during MCO using internet. But looking at the QR, they lied. Now they said they venturing into healthcare (giving up property?). You see, you need lies to push up share price.

Stock

2020-09-03 09:16 | Report Abuse

Read the worldometer chart not numbers. The curve is going down.

Stock

2020-09-02 11:09 | Report Abuse

Gloves EPS still very high. Still trading at fair value except TOPGLOVE, KOSSAN, COMFORT and ADVENTA, they are very overvalued, even using forward PE.

Stock

2020-09-01 15:38 | Report Abuse

The coming earnings is expected to give an EPS of 2.5 to 3.0 cents.

Business with such a high ROE is hard to find.

A business that turn talents into $$$.

If expect a PE 5 for this sector, the current price is justified.

Investors just hope for a higher dividend yield from such stock.

Stock

2020-09-01 13:11 | Report Abuse

The truth:

1) We don't need glove as many now. US case dropping (although India's case up, but they are too poor to buy as many gloves at high price).

2) Vaccine will only be here early 2021 in Malaysia (although USA will start populating vaccines end of 2020)

3) What to do between the fall of gloves until the rise of vaccines? Budget 2020 for Malaysia with possible GE15 if budget is not approved by parliament. And US presidential election with 2nd Trump administration as a result.

If you guys want to fight, you need to save your saliva for another 2 months.

Stock

2020-09-01 13:05 | Report Abuse

The fast track vaccine will put Trump back to his current throne.

Stock

2020-09-01 13:03 | Report Abuse

I think for India, the doctors will just sing "Let it go... let it go...". The gov just need to fork out too much money for just gloves.

Stock

2020-09-01 11:18 | Report Abuse

Vaccine should be widely available before CNY2021 in Malaysia.

Still months away.

Stock

2020-09-01 11:15 | Report Abuse

If you follow Warren Buttock, he bought gold related stock and sold all airlines and most bank stocks.

This is not a good sign as such move is to prepare for a stock market crash.

Stock

2020-09-01 09:54 | Report Abuse

MAHSING result is super bad.

If you want to avoid being fooled by PE, look at the latest revenue and ROE.

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2020-08-31 10:44 | Report Abuse

Vaccines will be months away but before that, many have been bullied until death in the forum.

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2020-08-31 10:42 | Report Abuse

Biden is too weak, Donald Duck may win.

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2020-08-29 16:14 | Report Abuse

I predict ECoW will not go down next Monday.

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2020-08-27 10:56 | Report Abuse

Depends on people want to goreng this or not. It's quite hard to find a fake news to goreng now.