https://www.youtube.com/watch?v=93MF5xubE90

Don't rush guys. Be patient for great profits

好公司不怕收

Sui sui lah

alredi bottom. Next yr easily 20% return

hit more. i wanna buy

dont listen so many ghost story ook

so geng this goreng

鬼故事换人讲好像有不同效果

*ASP updates*
3Q20: USD31/k pcs (+40-42% QoQ)
4Q20E: USD50-60/k pcs (+77% QoQ) - ASP from management
1Q20E: USD80/k pcs (+33-60% QoQ) - ASP from management

*ASP updates*
3Q20: USD31/k pcs (+40-42% QoQ)
4Q20E: USD50-60/k pcs (+77% QoQ) - ASP from management
1Q20E: USD80/k pcs (+33-60% QoQ) - ASP from management

*ASP updates*
3Q20: USD31/k pcs (+40-42% QoQ)
4Q20E: USD50-60/k pcs (+77% QoQ) - ASP from management
1Q20E: USD80/k pcs (+33-60% QoQ) - ASP from management

*Kossan - Updates post Zoom meeting today*

*Covid-19 infection updates*
Kossan conducted a voluntary Covid-19 screening on its glove division on 4 Dec. It tested all of its 7k workers across 6 locations and out of which, 427 workers tested positive for Covid-19 at 1 big site (2 plants, 2.1k workers).

All the positive cases are asymptomatic and are under quarantined.

Management targets to restart production of the affected plants on 19-20th Dec and all of the workers would undergo a second test before returning to work. Going forward, Kossan will undertake a sampling test (20% of total headcount) every 2 weeks to ensure fast containment. The test works out to be c.RM200k a month but would be insignificant to its yearly profit.

*2-week impact of capacity loss*
Management guided that the affected site accounts for 25% of its total capacity and the impact is around 4% of its 3Q20 profit or 2% of its FY20 profit.

*ASP updates*
3Q20: USD31/k pcs (+40-42% QoQ)
4Q20E: USD50-60/k pcs (+77% QoQ) - ASP from management
1Q20E: USD80/k pcs (+33-60% QoQ) - ASP from management

Management also added that its profit would be very good in 4Q20 and 1Q21.

In terms of outlook, Kossan is the most cautious among all the key glove players, guiding for ASP to potentially soften in 2H21 (in the event that the vaccines work very well) and more competitive landscape in 2022 (in view of new capacity).

*Kossan's long-term strategy*
1. Strengthen its relationship with its customers and suppliers. In the post-Covid and competitive environment, Kossan hopes that the customers would give them the orders at a slight premium (vs market).

2. Increase cost competitiveness, increase automation, reduce reliance on foreign workers.

3. Produce more niche glove products.

When demand-supply normalises after Covid-19, management expects its margins to be better than pre-COVID level due to the above strategy.

Look at asp, wakakaka

A REAL KETUANNAN is to Improve your skills and knowledge. No secret one. I know many Malay friends whom are damn smart and hardworking than me in investment field. They are humble and hardworking. More hardworking than me sometimes which i find it contradicting to what others told.

You look at the ex-CEO of PNB, the team in EPF. you know for well they are damn hardworking and smart.

This nation had been divided with tons of lies and forever racist statement by politikus, which most of us understand it is not true actually.

Tht is why ppl are so tired and angry wanting a total change in this nation for it to progress far far better than our neigbour Singapore.

GUNA OTAK OK!

HEHE. Investigation will stop lah. KYY can buy Topglov in Singapore mah, no point also. guna otak mah.
Next time listed in HK. rather go buy in HK. same company, but HK ppl can goreng x10000

hoot 9e from insiders, wakaka. buy like no tomorrow. Voting with REAL CASH

if you want to be BIG BOSS in companies, you must know GAME THEORY MAH. some tycoon are rich purely lucks lah.

If you dont continue learn and improve, sooner later the market will kick you out of business.

geng

Wakaka. So banned jpmorgan biz here ah. Or go US sue kao e

if govt collapse, TOPGLOV=RM12 tomorrow, wakakakaaaa. SUPERMX ALSO

its very easy mah. next few months you all monitor if JPMORGAN BUY more gloves not loh

GOVT COLLAPSE=BULLRUN FOR TOPGLOVE

Topglove should pull out all advertising from all these useless traditional media. wakakaka. especially those controlled by POLITICAL PARTIES

security guards also die in other factories. why just make a news on TOPGLOV ya. Sabotage?

another useless article. Can we ban this useless dude permanently

EVEN MQ last round so NEGATIVE also turn positive on TopGlov. wakakaka. JP MORGAN IS SLEEPING OR WHAT?

See u all at 0 10

Hahaha. Tht jpmorgan name is jpmorgan etf, or jpmorgan owning for funds, or jpmorgan custodian?? Lol
How can a billionaires so naive and believe in some cheapskate road side news
Aiyoyoyo. Next time dunno ask invt experts mah. Not some useless forum article, which has no value and read like rubbish

ONLY POOR ppl will get off. becuase no duit to play stocks mah.

FUNDS are buying mah, because 6-8% dividend yield mah. GUNA OTAK LOH.

USING short term mentality, laughing at longterm holders. 300-1000% return, apa nak takut i also dunno.

Short term poor cheapskate ppl should just get off fast, dont waste our time mah.

ppl like to use magnifier on Topglov. hahaha

Increase investment in cyclical companies because they are expected to have the largest increase in earnings.

Reduce investments in defensive companies because they are expected to have only a modest increase in earnings.

Increase investments in commodities and commodity-oriented equities because they will benefit from higher production and output.

Reduce investments in fixed-income securities, especially longer-maturity securities, because they will decline in price as interest rates rise. Raise exposure to speculative fixed-income securities (junk bonds) because default risks decrease in an economic expansion.

a stable company no need everyday come monitor lah, that is the beauty of great management.

Ask tab sri privatise

good stock worth waiting, congrats KADIR bro

Finally

scenery loser, just get loss

always informative, good . transparency is important

when scenary loser get lose, only LAMBO will fly

bom cha cha again

EITHER YOU WRON GOR MKT WRONG, SO WHICH ONE AH

you earn>100%, can drop >100% balik ah, guna otak mah, maths fail is it

price from what point? 10yrs ago or 5yrs ago. Both i earning kao kao.
only short term sorchai play glove like goreng stock macam misai sorchai

you here to talk cock lah, in dream is it

rm8 close eyes liao.

RM12 next game for play lah.

sell on news mah, wakaka.

what if VACCINES FAIL? hehe

oil testing 50 soon oh.

ALL SMALL FLY SHOULD GET OUT FASTER, wasting my time only. que at 6.50 also cant get.