airfan99, how you derive your "Fv" ?

convert at higher than market price?

Mr. OTB, after steel price soften to this level, how you see hiaptek earning going forward? thank you

another super profit, what naysayer got to say anymore?

QR should release by this month.

Brookenzo, thanks for pointing out the interview newspiece. i was worried as Fctitan too after knowing the furnance down issue. However, it seems that is quite normal for the old smelting plant.

Statements below from the CEO is self explanatory. He clearly mention one (of the down furnance) will be back into service on the day of interview, NOT operating one furnance only.

<<<
1) In communication with ITA, MSC chief executive officer Dato’ Dr Patrick Yong explained that the different furnaces will come back online over the next month. “One of them will be up and running today and another in one week” he said. “The third is expected to be on line in a month or so.

2) Dr Yong expects the combination of the Butterworth and Port Klang smelters to be more than sufficient to recoup the lost production. “Together with the five furnaces at [Butterworth], we should be catching up with the hiccups caused by the Covid and breakdowns.
>>>

For those who interested to read, please find the link below.
https://www.internationaltin.org/msc-furnaces-fail-amidst-smelter-move/

those sor hai don't bother to read announcement then shout ASP drop, flatening etc etc. HARTA already stated clearly shipment quantity affected by container shortage and covid preventive measure while ASP is rising. please read and talk with facts la!

haiyoo... uncle, if you can source glove from china at cheaper price, then china will not become one of the major market for new glove player like Mah Sing

Mr. healthinspector , please go to check WRP case. you dont' see is because you don't even bother to search on google.

mr minister said that when meeting with sime darby? why not telling the same to sime darby?

god bless our corporate when we have minister that only know how to point finger but not facilitate private business to grow.

QUOTE "Currently, KPS, Dominant and MNRB have dropped to almost the price levels as when I posted my buy recommendation articles."

So... are you suggesting these counters have drop back to the "underrated" price?? buy more!

Biliskecil @ glovefinish, if who announce pandemic finish,, you can no longer see it above rm 1 la, where still have rm 3


A company that have net cash per share of Rm 0.8 you want it to go below RM1? hahaha...... keep dreaming

tin price only shoot over the roof starting Jan 2021. there will be some delay to reflect tin price to profit.

only people who don't have rational mind will keep on saying supermx will back to pre pandemic price. They purposely ignore the fact that production will be doubled, shift to selling to end user directly etc. these are structural change! selling price to end user were USD 80-90 before pandemic, and Supermx is selling directly to end user now. So... what will be the price?

relax.... just a normall pull back after rising a lot. buy on dip and keep for 6-12 mths you will see better and better result from MSC

20 mil a year from Tesla is overstatement. Toyota only made ~10mil a year

This latest article in Focus is biased and with malicious intention. Why single out topglove on the recruitment practice prior to 2018 when every other foreign worker employers do the same thing? Did the writer expert in this field? Did these workers from bangla, nepal etc pay to work in countries like Singapore? Is this only happen to glove company?

Quote :
Agjl Agjl https://focusmalaysia.my/opinion/top-gloves-response-to-allegations-raises-more-questions-than-answers/

Running Dog media is doing ots works against TG. Trying to put off the mowmentum....sad
30/01/2021 10:34 PM
30/01/2021 10:34 PM

US plant need around RM 1.2 bil capex, starting now. maybe this is the reason for low dividen. With rising ASP, we should see better earning and dividen in subsequent quarters.

When a Singapore minister says that, it carries some weight. Hope and reality are different

https://www.thestar.com.my/aseanplus/aseanplus-news/2021/01/26/covid-19-pandemic-could-last-four-or-five-years-singapore-minister

what has MCO contributed to the superb earning of glove company? Nothing! MCO or not, just look around how is the retail sector doing? they are far from recover

Good analysis! Thank you Ben for the sharing.

you think this will be the last pandemic?

short sell is capped at 4% only. i guess there will be a limit on how low they can manipulate

PM. thanks.

https://www.channelnewsasia.com/news/world/covid-19-pfizer-vaccine-europe-eu-september-2021-supply-13855186

Until september 2021, only can inoculate 25% of the population, far from the 70-80% required.

Please don't pull in humanity etc bullshit into analysis. if that is the case, all big phamaceutical company should not earn what they are earning now, hospital and doctors should not charge the price they are charging now. in fact, glove price did not increase 10x. please refer to supermx press release, ex-factory price increased 3x while price to end user is about double from USD 90 to now USD 180-200. What makes a different is middle man being eliminated or their margin reduced.

wondering can people make complain on that Macquarie report? pusing pusing in the valuation estimate, bull/bear case differ by nearly 400%. plain talking

apparently people who simply shout margin call here have no idea what is the margin capping price now! there is no way share price will reach that low.

many people simply shout margin call there without realizing bank already capped glove stock price at very low level, (~RM7 for supermx) during last hair cut, share price movement at this level will not affect margin at all

Mr. OTB, just ignore the sore loser rr88.

Please talk with some sense la... the gloves can easily direct to other market

wayang only la.. when US facing acute glove shortage, they cannot afford to stop shipment for long time

why zoom in on bonus issue? value wise, it will be the same, but provide better liquidity only. i think more important is Notion business plan and update on face mask venture. Info like these would be helpful to retail investor.

any info regarding when Notion will finish setting up and start producing face mask and subsequently melt blown PP, the mask filter material?

what happened? big slump after reasonable result

how can revenue increased 16 mil but profit didn't follow , then simply claim expenses increase! all chicken and egg counter good but they doing bad? this mgmt seems got integrity problem

no power

Kelvinvest Research, you like math but do you read into QR or AR ?

how much of Mflour profit come from flour business and how much coming from poultry business? do your math after proper reading.

There was no transaction in Nov 2018 regarding this share transaction.

https://www.klsescreener.com/v2/news/view/463174

https://www.klsescreener.com/v2/news/view/463174

Link of the news from the edge. There was no announcement in Nov 2018 regarding this share transaction.

Where u guys get the selling price of Rm0.215? There is a short news says 10 mil share of bio alpha changed hand on 8 Nov 2018 at Rm0.24. No detail of buyer and seller disclosed at that time. Coincidence?

when it's peer LTKM and Teoseng both improved on profit citing higher egg price and lower feed cost Layhong post a loss!

This make me wondering if layhong is betting on feed or USD futures??

Quote " positive
- higher chicken and egg price (2~3%) "


Apparently someone here do not have a clue how much egg price had increased

All this articles promoting IPP is a sure earn business. It is too simplistic to jump into that conclusion without detail study of the power purchase agreement, fuel cost structure, management team (affecting reliability of the plant) etc.

old man continue selling !

QUOTE <<All bankers must remember, forced selling is a vicious cycle. The forced selling will depress the price lower and resulting more forced selling. >>

jaks can dive further tomorrow

the announcement read "has paid" the tax! what to worry? the company has a lot of cash

Icon8818, may i know where you get the figure of 400mil inventory gain in 2017 ? i can't see that from Hengyuan report. Thanks.

the yearly EPS is still a very good number. Dividend of 2 cents is bad. However, one have to understand that the company still need money for upgrading this year and still have debt to clear. if the strong margin can maintain in 2018, they are in good position to give dividend early next year.