at this moment I think glove holders are much safer than boss K stocks holders. hehe.....

kossan drops 4% after agm.....

don't rigidly stick to current data. everything can change. even virus can mutate.

easing of covid cases, over expansion are the factors that affect current projection

that projection based on current situation. revision is possible.

best thing to do is attend agm. ask the bos. margma compiles data from glove companies

could USD40 become the BM for future glove price?

Read somewhere asp of made in USA wont b lower than USD40. May b USA will impose tariff on imported glove.

Q1 Q2 asp higher than last yr. 2H21 depends on covid19 situation. Most probably will start to normalise.

how could sp PE lower than the small glove companies' PE? hehehe...

where did u get the information?

kicked out from msci small cap

@pjsiew. Capacity expansion is based on demand projection. When management sees demand isn't as rosy as they have projected they will start pulling handbrake. That's the reason Hartalega doesn't have ambitious expansion plan like others. If u take the projected capacity x the projected ASP the result could be very wrong.

unfortunately it won't happen

@pjsiew. 2B is utilised for USA expansion. 2022 won't make 1B per Q

these are the factors I can think of besides next pandemic

Strong USD favors glove producers.

Glove expansion well absorbed by market.

we are 10 months from the peak

based on history the shortest cycle was 1 yr longest was 3 yrs

Do u know how much money has fund managers made from glove stocks? Thanks to the cyclical nature of glove stock FM can repeatedly make handsome gains from glove stocks. The price cycle has been programmed, & FM will make sure nothing change the program. There is nothing to do with fundamental. It's just how the game is played. FM sets the rules. So stop arguing. Wait for next cycle. It nvr fails to come.

ess isn't free share. there is an ex price.

comfort free warrant. 3 warrant to every 10 shares

low raw cane sugar price is good for msn

us sugar 11 is price of raw cane sugar. msm imports raw cane sugar, refines it,

where is the TA expert who predicted Supermax will slowly slide to $10?

I still remember a few names in ksl in 2014. it was a very sweet memory.

stkoay. the 400k winer in ksl in 2014? any chance history repeat in mahsing?

hello..... any good news? rumors?

rajachulan. redtone 还hold 少少。等风转向。

你认为搏不过没话好说

40c 搏 $2

I m sure sifu paperplane can see mahsing value.

landbank 1.7b cash 1b interest carrying debt 1.08b

2H20 TopG will b the winner if no progress in vaccine. It's asp will catch up. It's volumn is 3x.

U know the asp. U know the production capacity n u know it's operating in full capacity. U know the exchange rate. U know the cost per quarter. According to other glove counters cost doesn't vary much even production increased to the max. U know the tax rate. Nothing is missing in the equation. The only problem is u can't believe your calculation.

mahsing main income is property. plastic is side dish. collect more at 200ema.

be an investor but not a salesman.

in fact u should load up all undervalued property stocks. not just eco.

cannot buy both? must choose between sp n eco? u worry not enuf money flow to push eco?

guys. when Q4 out at this price PE instantly drops to 18 20

old monkey is having wet dream. kikiki.....

I can guarantee u won't believe your own eyes.

U see Q4 result then come back to debate. See u in Aug.

I don't talk kosong. All my words base on facts

Supermx TP 60 by year end.

fully loaded with TG & Superman. Another round of 100% gain is imminent.

https://www.ndtv.com/world-news/coronavirus-world-health-organizations-mike-ryan-do-not-expect-first-covid-19-vaccinations-until-early-2021-2267266

wow! 80c broken. lol!

any1 attended kossan agm? if u did u should know Aug Qr won't b bombastic.