smurfbee

smurfbee | Joined since 2014-08-26

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

1,432

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,432
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-11-09 15:01 | Report Abuse

Ignore the naysayers... just buy in.... no turning back.
Mahsing has nothing until May'21.... yet the stocks went up 60sen...
AT will start in Dec... 230-250M PAT is not too much with latest ASP trend by peers... you calculate the price ok... cheers

Stock

2020-11-09 14:51 | Report Abuse

More funds will shift to AT... run the numbers and tell me you don't see 50-70sen easily by Christmas.... :) Cheers holders!

Stock

2020-11-09 11:16 | Report Abuse

the profit taking at 15-16sen is over.... more buying power to come in once IBs starts calculating the earning estimates and TP projection.... AT targets 860M revenue and even with 80% of the goals achieved, that's easily 80sen....buy and keep buying. Mahsing only starts in May'21, AT is 6 months ahead of them... market shares will be taken up by AT..... mahsing is risky... AT is solid given they will start mid next month... solid bet for gloves... woohoo!

Stock

2020-11-09 09:21 | Report Abuse

Will ramp higher and higher from here.... no turning back. the biggest threat is over... now buy and keep loading up with all your cash.... 15 sen is on the way to be swallowed and become history.

Stock

2020-11-09 08:58 | Report Abuse

Remember carepls, comfort, supermx... keep buying while its cheap.... don't ever sell from now until CNY... Target 80sen-$1.

Stock

2020-11-06 16:30 | Report Abuse

Sochai meh... run? Haha, don’t be dumb... all in is the time. Look at the peers that produce similar output and check their price. This distribution deal with LKL ensures guaranteed efficiency in distribution and save costs for AT gloves in reinventing the wheel for distribution network. This is very positive for AT. Don’t regret and dumb to sharks and whales. Don’t be sochai and worse sohai!

Stock

2020-11-06 10:04 | Report Abuse

total turnover is ~53% NOSH and counting... given the factory is almost ready and will likely commence operation on time if not end of this month... there is a huge excitement and confidence the business will drive AT's revenue and PAT up significantly. Expect huge re-rating and upgrades. mini supermx run up in progress?... or comfort/carepls style? either way, 12 sen is guarantee history. Cheers!

Stock

2020-11-05 16:32 | Report Abuse

The ESOS is to raise cash for the operation.... good plan... just keep accumulating before 12sen is history.... load up... operation is ramping up fast for production.

Stock

2020-11-05 13:25 | Report Abuse

Any country that impose a windfall tax on a company (selling non-commodity products) is basically telling companies to make losses because if you are profitable, gov will tax you until lao sai.
So given glove sector is not a commodity sector and companies make money from various technological differentiation and supply chain model along with multiple ASP pricing strategy, windfall tax cannot be imposed. Its illegal, period. IT can even be challenged in court if need be.
Plus, many companies will leave malaysia and probably delist. so if the gov really wants to take the profit from glove companies through this means, then prepare for an economic downfall because job losses will spike and many companies will leave local scene and expand somewhere else. 95% of the companies in BURSA is not doing well at all and some is on the brink of PN17. kill the golden geese? Don't be stupid because there are other ways to get revenue... borrow and create more jobs so that people can earn a living and spend to boost economy.

Stock

2020-11-05 08:09 | Report Abuse

its all skewed news to drive price of glove counters down... topglove is a victim of its own success... many are not willing to see it over takes maybank as top #1 company in Bursa by market cap. Regardless, if it goes down, just load up... nothing else to buy in bursa except glove counters and gloves (up coming players with factory almost ready to start production)... the rest are junk for now....

Stock

2020-11-04 14:57 | Report Abuse

this type of company keep issuing ESOS at such big discount is questionable...... let's drive this to 8.5sen

Stock

2020-11-04 12:27 | Report Abuse

Supermx should acquire AT and expand... windfall tax is illegal for gloves because its not raw commodity per se... the technology and pricing variants are proprietary rights of the company... gov cannot tax windfall... this is no oil palm dude... don't be stupid..

Stock

2020-11-04 11:54 | Report Abuse

buy and keep loading up this cheap glove new kid on the block!

Stock

2020-11-04 11:54 | Report Abuse

14-15 sen today is posible... but why sell when $1 is realistic for a 860M revenue

Stock

2020-11-04 07:37 | Report Abuse

1000x return prospect is rosy.... expect 65-80sen before CNY. Just buy.

Stock

2020-11-04 07:32 | Report Abuse

buy and keep collecting..... if possible when the stock goes red, all in.
Clean up your portfolio and keep it lean and simple... supermx for glove and myeg for tech/immigration/healthcare.... the rest of the companies are all going to lose money if not breakeven. Don't buy with money you don't have. Secure the money and load up.

Stock

2020-11-03 14:58 | Report Abuse

AT is the mini supermx... watch the price rocket once the glove lines starts.

Stock

2020-11-03 14:55 | Report Abuse

gov needs to tax the company that make so little profit that its embarrassing to even get listed. Gloves company profit is a cyclical event... any windfall tax is crazy and illegal. Can be challenged because any profitability is tied to corporate strategy and pricing initiative... not because of weather/environment per se that causes good harvest. gloves are manufactured not a natural product. Get your facts right... if the current gov went and tax gloves, it can be brought to court for illegal taxation.

Stock

2020-11-02 11:02 | Report Abuse

nice, so red and its very good... more fall pls for collection. whatever the rumour.... please publish... windfall tax, virus disappear, EPF cabut, budget don't favour gloves, or any other situation that may not be very condusive for gloves sector.... love to hear and see it fall... all queued up... come to papa.

Stock

2020-10-30 09:11 | Report Abuse

supermx in the making... once they start shipping in Dec, there is no turning back.... get ready for $1

Stock

2020-10-28 16:08 | Report Abuse

production starts in early Dec
Don't be fooled by syndicate pressing down for collection... buy

Stock

2020-10-28 15:28 | Report Abuse

the next supermx?

Stock

2020-10-28 10:34 | Report Abuse

Just buy when red.... who cares what IB does... don't give a f.... just load up... they cannot press down forever.... sooner or later institution funds will come in because there is no better companies to invest with solid profit roadmap for the next 1-2 years... cheers!
Every sales is a good entry... IB sell we take.

Stock

2020-10-28 10:14 | Report Abuse

hahaha, soo funny to hear "Runnnn" pointed out the malaysia style bursa pattern... Great QR must sell down... bad loss making companies must buy. makes me wonder...:)

Stock

2020-10-28 09:18 | Report Abuse

let sellers go.... they are just gambling or at most follow the sell on news narrative... nothing wrong. Those who sees the value... just hold and when red, just buy and keep buying. It is going to be a great Christmas and New Year soon... woohoo!

Stock

2020-10-27 17:10 | Report Abuse

very impressive results given the size of Supermax.... let's up 20% tomorrow.

Stock

2020-10-23 13:42 | Report Abuse

virus is corona based which technically already confirmed to be not "vaccinable" and would requires continuous vaccination as the virus spread and mutates. But institutions is adamant to correct the stocks given the superb run from 6.45 to 9.65 (~50% gain in 6 weeks)... profit taking is imminent. with US election around the corner... many will lock in gain. revenue for gloves remains solid and expected to hold... but no harm taking money off the table for profit maximization. re-enter next week or so.... malaysian gov budget is around the corner too... so expect budget related stocks to gain momentum.... glove prices are expected to be controlled....may even take dive.

Stock

2020-10-22 10:16 | Report Abuse

get ready for the show... grab your popcorn and cash....

Stock

2020-10-22 08:59 | Report Abuse

External factored dampen market, vaccine news making head lines (mixed news), virus situation remains high, US stimulus deadlock, vaccine availability vulnerable groups in US by Dec'20... all these will affect sentiment.... most of all, SCWs expiring this months will drive prices down to correction after a 60% rally from bottom in Sep.... place your bets.

Stock

2020-10-21 16:18 | Report Abuse

this is the beginning of a 3 day selloff to fry ikan bilis.... more to come... tomorrow another round... be safe... cheers.

Stock

2020-10-21 09:47 | Report Abuse

sell before its too late... I repeat no factory yet, no product, no output, no revenue, no cash stream... by the time they have a stable factory line, the ASP is normalized and new companies like this will be wiped out because of lack of margin and brand equity. EXTREMELY STRONG SELL. However, many punters will still chase... and end up become sambal ikan bilis.

Stock

2020-10-20 15:21 | Report Abuse

correct back to 75sen. no product no revenue but simply limit up... kns.. go down.

Stock

2020-10-19 13:01 | Report Abuse

goreng up on wind.... no product, no factory... buyers are purely goreng kaki for major shareholders to run. I expect them to fail to launch... and even if they do, it will be mid 2021 start production with a pittance output of 3.5B piece per year. just plain crap.

Stock

2020-10-19 11:24 | Report Abuse

on the way to reclaim all time high... slowly but surely... :)

Stock

2020-10-16 16:11 | Report Abuse

this is a scam.... goreng up for insider dumping. so many gloves company and jokers are buying up this counter just because they announce to go into gloves? sohai. they have no plant, no product and no revenue. want to ride gloves go with real players. bursa have plenty of them.

Stock

2020-10-16 15:17 | Report Abuse

Next week will reach FOMO stage.... end of Oct, we will hit above $22.

Stock

2020-10-16 12:34 | Report Abuse

want to buy warrant, go with C48...

Stock

2020-10-16 07:43 | Report Abuse

Harta on the way to $20... could be done soon if not today.

Stock

2020-10-08 10:42 | Report Abuse

Profit taking building up steam.... more clearing required for solid base building... Q result still few corners ahead... still have time to drive down the price for Cwarrant expiry... don't catch the falling knife if it happens... cheers.

Stock

2020-10-05 09:29 | Report Abuse

there is no stopping now... with Covid19 appearing more infectious as predicted months back especially come fall and winter seasons... this should not be a surprise to many... skeptics, too bad la... those who keep buying when dipped, congrats!... to infinity and beyond! woohoo!!!!

Stock

2020-10-05 09:26 | Report Abuse

Rocket rising steady.... bolder removed and breakout confirmed.... $10 and above is expected this week.

Stock

2020-10-02 16:39 | Report Abuse

expect to close $9. have faith... next week we see 9.88

Stock

2020-10-02 16:03 | Report Abuse

next week is going to be very interesting... top 2 gloves will breakout...

Stock

2020-10-02 13:54 | Report Abuse

To infinity and beyond!.... woohoo!

Stock

2020-10-02 08:34 | Report Abuse

By the way, people who recovered from the virus beat the virus because of their body’s T cell who fought and won. The antibody generated after the infection is meaningless for newer strains as the virus mutates... the vaccine project for Covid19 is the greatest fallacy of the century. Have you seen flu vaccine that fixes flu for good? Flu season is a yearly event. There is a reason this is called the new normal... it means we are never going back to the good old days. Don’t be small fish for life. No risk no gain

Stock

2020-10-02 08:28 | Report Abuse

Don’t worry about the IBs, they treasure trading fees more than anything... their missteps is purely issuing too many SCWs at the wrong time given they under estimated the market. Regardless, the wave 2 for the world has just begun and don’t expect the spread to slow down... the next 1 quarter could be very difficult for medical front liners because of the rising infection... the concern was not death per se, it’s those who survives but are permanently reduced in capacity or capability which makes life less meaningful or potentially shorten life expectancy. Every patient has family so the consequences is huge and widespread socially and economically. Moratorium for loans, eviction, etc have started to expire every in the world, jobs lost because of work from home, hawkers, street peddlers, SME, restaurants, cafe, hotels, leisure, travel, service, massage, beauty, sports revenue, you name it. Interest rates world wide is as good as zero. FD is useless... equity is the way to go, but what stocks? Airline? Vaccine? Ask yourself, would you travel? Would you take and give the vaccine to your family and loved ones? You know what you must put your money and where. Cheers!

Stock

2020-09-30 09:45 | Report Abuse

Consistency is key... calling short like there is no tomorrow and all of a sudden call buy like there is this is the last train to salvation, proves some people here are just self serving punters just like some IBS (e.g. McCurry... ring a bell?) so know your facts and know your game. companies like gloves don't suddenly ran out of revenue or vice versa within a relatively short period like days or weeks, months... 9 months from now, perhaps things might change... but that is purely speculation so let's no go there... so I urge people to be smart and make the right judgment... lest be filled with regrets later. Lots of institutional funds are buying silently. Do your digging and don't say IBs screw you because everyone is for themselves in the market. Don't expect freebies.... nothing free of risk generates return... the larger the risk, the bigger the return.

Stock

2020-09-29 14:08 | Report Abuse

Few observation, those who are here in this forum consists of 3 types of people.
1) Authentic investors (long term value holders)... looking to add opportunistically when value arise
2) Those stuck at high price or sold at low price (missed the up swing) and dreaming of crash and hence everyday calling for crash because they want to get on board
3) Traders holding short term contract / contra players...

Of all the types above, all actually believe Supermx has potential value regardless of what they do or say in the forum. Make no mistake because this virus is real and vaccine ain't gonna change anything.

https://www.scmp.com/news/china/science/article/3103383/coronavirus-us-case-reinfection-may-affect-vaccine-research

Stock

2020-09-29 07:34 | Report Abuse

Supermx is way under value and so does the top 4 glove stocks... don't just follow but think and analyze the facts. proven revenue, guaranteed future revenue streams for FY21, amazing and ever increasing profit margin for 1-2 years and more than 400 days of backlog unfilled. Demand totally overwhelm the supply. With 2nd wave coming, what other companies in stock market that can give such stability and certainty in revenue projection? none other than glove stocks... all others trying to sell recovery is overly optimistic. Just ask yourself, would you take the vaccine now if its given free to you? without long term data to prove zero permanent side effect on a healthy human being, I would rather wear mask and social distance than to jab myself with unproven vaccine that probably has questionable efficacy pushed to public by politicians.

Stock

2020-09-28 15:00 | Report Abuse

If DYMM YDPA agrees to meet AI, ASB will hit limit up.... 20sen is nothing.