longtermvaluegain

longtermvaluegain | Joined since 2017-08-13

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Stock

2020-08-05 21:33 | Report Abuse

人家不明白的,TTD1990.
特意到处排便。

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2020-08-05 21:27 | Report Abuse

Today some ppls lock profit

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2020-08-05 16:18 | Report Abuse

STAY BUY STAY ACCUMULATE STAY INVEST IN CAREPLS

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2020-08-05 15:41 | Report Abuse

手套公司正在制定扩张计划,因为他们相信在全球范围内,该行业具有长期增长潜力。


但是在Covid 19之前,由于强劲的基本面和各个地区,全球对手套的需求已经增长了8%至10%。
Tan Sri Lim Wee Chai曾经表示说:“

在Covid 19后,由于医疗和非医疗领域使用的增加,对手套的需求预计每年将增长12%至15%。

在食品工业,零售商店和航空公司中,人们对安全和卫生的意识日益增强。

即使使用疫苗,也将需要手套来测试和管理疫苗。
当前,约占世界人口的20%,主要是在美国,欧盟和日本,占手套使用的70%。

在发展迅速的发展中国家,手套的使用率仍然相对较低,而在发达国家,手套的使用范围已扩展到食品和饮料等其他领域。

除了Covid-19,不断增长的人口老龄化以及美国和中国日益严格的卫生法规外,新的健康威胁的出

现是支持手套行业的一些因素。

Stock

2020-08-05 14:57 | Report Abuse

今天再不去累计ASIAPLY,恐怕明早大涨了。

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2020-08-05 14:47 | Report Abuse

"Rakuten always hang when we wanna buy in or sell out haha .. in the end .. we lost the good timing =.=!"

TRADE SYSTEM Not stable.

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2020-08-05 14:42 | Report Abuse

鉴于在COVID-19大流行期间对橡胶手套的需求激增,Careplus表示,预计在大流行期间及以后,会有强劲的积极结果。

“巴西以外的Careglove销售额大幅增长,而巴西的销售额也出现了明显回升,利润率更高。
尽管现货平均销售价格(ASP)保持较高水平,但除非当前供应短缺出现任何重大变化,否则预计常规买家的平均销售价格将在下个季度增加。

它说:“ COVID-19大流行加快了我们增加集团子公司产能的计划。”

该小组指出,到今年年底,将安装和调试10条新生产线,到2021年还将安装和调试13条新生产线。
因此,到2021年底,其总生产能力将从目前的41亿个增加一倍,达到88亿个,到明年年底将有50条生产线。

此外,通过将其现有的休眠仓库改建为2号工厂,它将新增6条新生产线,年产能为10.8亿条。估计的总资本支出(资本支出)为3150万令吉,该项目由其子公司Rubbercare Protection Products Sdn Bhd完全运营和拥有。

Careplus还参考了最近购买的Centro Heights Sdn Bhd(一家经济型酒店和毗邻商店的所有人)90%的股份,以使用Centro Height的财产创建工人宿舍,他说,拥有其余10%股权的Tang Kin San可以选择在未来五年内从该集团购买20%的股份.

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2020-08-05 14:29 | Report Abuse

亚洲保利控股有限公司是一家投资控股公司,从事提供丙烯酸压铸产品。该集团的业务活动是通过投资控股,制造,贸易和其他部门进行的。其产品包括A-Cast透明,A-Cast蛋白石和A-Cast玻璃外观。其产品可用于多种应用,例如建筑应用,食品工业/餐饮,家庭应用,运输和医疗应用。该集团的业务主要位于马来西亚

Stock

2020-08-05 09:35 | Report Abuse

让它在RM5.50左右休息吧。

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2020-08-05 08:56 | Report Abuse

要是计算ASP 的涨幅,我们大家可以看见RM19.20起的Carepls。

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2020-08-05 08:54 | Report Abuse

九块六马币是Carepls最低身价。

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2020-08-05 08:45 | Report Abuse

世界卫生组织周六警告说,在紧急委员会举行国际会议以评估危机六个月后,该冠状病毒大流行可能“漫长”。

世界卫生组织在一份声明中说,该委员会“强调了Covid-19大流行的预期持续时间”,并警告考虑到各国的社会经济压力,存在“应对疲劳”的风险。

Stock

2020-08-05 08:43 | Report Abuse

Covid19是手套市场牛市的推动力。它是如此简单。该病毒是诚实的,它将尽最大努力感染尽可能多的人。由于人类对这种病毒很幼稚,因此自然选择和进化选择了一种新的SARS-Cov2菌株(G菌株),其传播比在中国武汉的原始SARS-Cov2菌株(传播性高6倍)(传播性更高)。 。而且每个月的延误只会给病毒更多的时间进行变异,因此可以选择病毒来改善对人类(和猫)的适应性。
戴着手套的公牛不是由时尚,时尚,甚至郁金香市场狂躁等变化无常的驱动。它是由生物学定律驱动的,这种病毒传播到幼稚的人群和医务工作者中,他们虽然愿意为人类做自己的工作,却不愿廉价死亡。

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2020-08-05 08:42 | Report Abuse

现在,这种病毒正在肆虐,无法控制。所以这个停顿就像六月的停顿一样。它不会持续,因为病毒不会允许它。我们非常关注美国,因为它们声音很大,并且在大流行方面做着疯狂的事情。但是别处看看,该病毒已经在4月和5月受到控制的国家中掀起了第二波热潮。
以日本(占总销量的8%)为例,现在是第二波,比第一波大近2倍。印度的局势也在迅速恶化。在美国大流行期间,该病毒的传播速度与美国一样快。更糟糕的是,印度的流行不仅在加速,而且还在加速增长!在短短15天内,印度每天的新病例数将超过美国。印度人口为13.5亿,是美国的四倍多,这使该病毒的消散空间更大。
澳大利亚现在正在经历更大的第二次浪潮。然后是巴西,哥伦比亚,秘鲁,菲律宾,印度尼西亚,乌克兰,波兰,西班牙;失去控制其Covid19爆发的国家的名单还在不断增加。每天发生的全球covid19例持续增长的事实反映了这种情况的严重性。不是保持不变,而是要更快地成长。
现在出售没有任何错误以获取利润。利润是利润,没有人可以反对利润。但是对我来说,我看不出有理由出售我所有的TG股份。不在此停顿,直到明年,甚至可能将其推迟到2022年。实际上,在找到疫苗后大约一年,我们才需要给人群接种疫苗。该病毒不会仅仅因为2亿人已接种疫苗而停止。这仅仅是人类七十五亿人口中的一小部分,每年有1.3亿新生婴儿。

Stock

2020-08-04 16:32 | Report Abuse

Fortunately I bought this morning KUB to avg down my cost.
Mungkin KUB akan LIMIT UP next day, siapa tahu, kan?

Stock

2020-08-04 16:04 | Report Abuse

看看领军的TOPGLOVE价位。

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2020-08-04 15:34 | Report Abuse

没有票买卖了?

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2020-08-04 15:24 | Report Abuse

SUDAH RM20.00 lebih。

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2020-08-04 15:24 | Report Abuse

Got see SUPERMAX now?

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2020-08-04 15:07 | Report Abuse

GLOVES Counters have shown the unbelievable 1st super bull run in April-June 2020.

The 2nd super bull run is on the way now, July-September 2020.

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2020-08-04 15:05 | Report Abuse

CAREPLS is a Pure Glove Listed Campany.

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2020-08-04 15:00 | Report Abuse

思想简单得来可爱,alvaro。
就算注射了疫苗,全世界人们就不需要用手套吗。

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2020-08-04 14:53 | Report Abuse

Glove companies will show record earnings growth for the next 12 to 18 months regardless of vaccine or no vaccine as the order books are full until 2022. Even after a vaccine is introduced, the continued practice from now on would be to wear gloves, dispose and wear a new pair the next day.

Stock

2020-08-04 14:52 | Report Abuse

Careplus is an OEM and OBM manufacturer of Gloves.
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Careplus runs on a hybrid OEM and OBM business model, but still predominantly manufactures more OEM gloves. It has an in-house brand Rubbercare, which distributes both nitrile and latex gloves.


CAREPLS will double its total production capacity to 8.8 billion pieces by end-2021 from 4.1 billion pieces currently — with a total of 50 production lines by then.

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2020-08-04 14:27 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:27 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:26 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:26 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:22 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:19 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-04 14:18 | Report Abuse

HARTA on Prospects and Targets In line with growing rubber glove demand globally.
HARTA will continue with its NGC capacity expansion plans.
Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed.
Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces.
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-03 21:14 | Report Abuse

最好比较的还是SUPERMAX

Stock

2020-08-03 21:14 | Report Abuse

HARTA will continue with its NGC capacity expansion plans
With the progressive commissioning of Plant 6 and 7, HARTA’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

Stock

2020-08-03 17:05 | Report Abuse

TOPGLOVE only use 50% labour to produce gloves, if not, PAT LAGI TINGGI.

Stock

2020-08-03 16:49 | Report Abuse

According to Bloomberg data, Top Glove is trading at a forward 12-month PER of 47.9 times, lower than Supermax Corp Bhd (62.5 times) and Hartalega (51.6 times), but higher than Kossan Rubber Industries Bhd (33.8 times).

There are 21 “buy” and two “hold” calls for Top Glove, with target prices ranging from RM21.90 to RM46.40. On average, the consensus target price is RM29.03, implying an upside of about 14%.

Regional glove players’ valuations are much cheaper, except for Top Glove’s secondary listing in Singapore, which is at 48.2 times PER.

Stock

2020-08-03 16:48 | Report Abuse

As the recent resurgence of Covid-19 may worsen the shortage of gloves, Affin Hwang sees higher average selling prices (ASPs) for Top Glove in the coming months.

“Our bull-case scenario indicates that Top Glove’s fair value could be as high as RM110.20 if selling prices increase 10% month on month in FY2021,” it says, noting that it is based on a PER of 52 times (similar to Hartalega Holdings Bhd’s valuation).


However, Affin Hwang’ current target price of RM46.40 for Top Glove is based on a lower CY2021 PER of 30 times

Stock

2020-08-03 16:47 | Report Abuse

THE race to develop a vaccine against Covid-19 does not appear to be a deterrent to a continued rise in the share prices of glove stocks. And this has led to the exponential growth in their market capitalisation at toppish valuations.

Thanks to the frenzied buying, Top Glove Corp Bhd became the second largest company on the local bourse last Thursday with a market capitalisation of RM70.45 billion, but slipped back to the third place on Friday on heavy sell-off. Nonetheless, will Top Glove finally overtake Malayan Banking Bhd (Maybank) to become the biggest stock on Bursa Malaysia?

Well, nothing is impossible. In fact, Affin Hwang Capital says Top Glove could be worth over RM100 billion if it is pegged at a higher price-earnings ratio (PER).

Stock

2020-08-03 16:33 | Report Abuse

就算现在我注射了疫苗,医务人员和世界的人都要用到gloves.

Stock

2020-08-03 16:06 | Report Abuse

Carepls PE only 77.2x .
Comfort PE only 96.45x
Ruberex PE 97.92x
你去看看四大天王。

Stock

2020-08-03 16:00 | Report Abuse

ASP*
(上面我按错了,写成ASB)

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2020-08-03 15:58 | Report Abuse

Penny stock 可以limit up more than 30%.
对的,icon。
以上您说的哪一些都是转去主板的条件。

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2020-08-03 15:35 | Report Abuse

你们知道吗,如果计算100% for ASB,CAREPLS 会如何吗?
希望大家心里有数。

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2020-08-03 15:34 | Report Abuse

Carepls 应该会转去主板(from ACE to Mainboard)

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2020-08-03 15:19 | Report Abuse

RM 9.60 is before I count/add another 100% for ASB.

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2020-08-03 15:17 | Report Abuse

As of now CAREPLS only produced

4 Billion Medical Exam Gloves
6 Billions by Year End
8 BILLIONS BY END 2021

Doubling Its Production Means Doubling Its Projected Price Rm4.80 x 2 = Rm9.60

Stock

2020-08-03 15:07 | Report Abuse

Vol change hand currently:

COMFORT : Almost 20.5 mil

RUBEREX: Almost 22 mil

CAREPLS: Exceed 103 mil.

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2020-08-03 15:05 | Report Abuse

Today may see RM4.75