Damn, 10m volume last 5 minutes?

基金經理還要幾千萬股，誰還有貨？

發啦

朋友們大家好！

他媽的中交建被美制裁，那東鐵能否繼續成謎。

但我覺得如果中國建築公司全面退出我國，將來對我國建築公司的利基恢復相當有利，長期而言對WCT相當不錯。

Vaccine is great. I predicted the same thing glove will pour money into vaccine. But vaccine already known likely won’t make much money for the sake of saving humanity. That’s a great thing so we much praise those kind people provide vaccine for us.

Long term investors can distinguish between facts and fictions.

Harta eps 2, next quarter will be 10, then 30. Kossan eps already 10, next quarter will be 30. Topglove eps around 10, next quarter will be 30. Supermax eps already 30, next quarter will be 70.

70x4 = 280 cents per share. Now not even 10 times PE.

Share price still Long way to go up.

Coming days will be very exciting.

Gogogo! Huat lah!!!

As I said before and many of you agree, RI is the solution. But TF got no money. He must accept earning dilution if he is unable to subscribe, then Airasia can still have hope. Otherwise, two years later TF got to drive Grab to feed his Korean wife.

Apple, you are good.

Hello guys, I guess Kossan and Harta sort of same mentality or bound by the same principles, they have longer term bigger customers so price increment got to be gentle. Next 2 QR will be better.

Yeah, production + 6%, ASP maybe + 8%? Still worse than Harta production +8.5% and ASP maybe +15%?

I mean in usual times these companies (Kossan & Harta) will do better.

One big hole/empty promise is 20% allocation to spot order, clearly this is not fulfilled. Or maybe they just charge new customers with the same low price? Unbelievable.

不要慫，一起上！

明天再漲回三塊。

Buy and forget.

Come back 5 years time, make a couple of millions.

Its easier to say then done though.

IBs cannot manipulate mother share price so much even if they are desperate, TG is bigger than CIMB, RHB, etc now.

IBs will pay heavy penalty soon over manupulation done over the years. If it is not like Baring, it will have 1/2 of Baring.

Stockraider, it's noble charity to provide vaccine for mankind, sorry we too selfish selling expensive gloves.

Please forgive us and f..k off.

USD180 per 1000 is about RM0.75 each which is still affordable.

If you really worry about share price collapses, then when you see/hear ASP dropping or flat, still not too late to run.

Now ASP still going up, why worry? This is the best time.

In the history of investment, there are stocks that goes up 10 times, 100 times or even 1000 times when the time is right.

We have the most severe pandemic in the history of mankind, in the highest margin industry globally, and in the highest margin company.

Moreover, Supermax's share price was suppressed before due to political issue, bearing cost of expansion and depressed market prices.

Huat lah!!!!

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then he/she need to use a glove.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then glove is used.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then he/she need to use a glove.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Yeah, true.

You check the website earliest to get it uplift is like 6 months.

I got TG too.

34c EPS more like it. Old man admit mistake? Amazing!!!!

漲兩塊，漲兩塊

感謝老天，感謝大家！

漲四塊，漲四塊。

不要慫，一起上。

漲四塊，漲四塊！

More than RM3, 勁！

Wow, 9.1b profit FY21? 有冇？ So geng.....

抓緊了，明天就廿塊了。

Now 99% in glove, failure to follow my discipline. Damn!!

如果高產業績好的話，月尾挑戰三十，哈哈！

今天上三塊，嘿嘿！

不要慫，一起上！

終於跌完囉！

Well said, Dali.

I think if they want to change the rules, give some time before implementation. At least 2 weeks maybe?

Yes, glove will run for sometime until prices start to drop. Checked on price, seems like assumed ASP is unrealistically high.

OTB, don't fxxx people lah. Sikit sikit blame people kill parents. If HY victim see you at street, you don't know where to hide oh.

ok, calvin

Fair enough.

Do 100% spot orders, another extreme to big glove companies. Keke.

I have my regrets too. I made RM20k on Supermax, instead i could make 200k.

Congratulations to Supermax holders.

Harta will catch up, lag by 1 quarter I think.

Congratulations, guys!

By the way, correct me if i am wrong.

Harta has recruitment fee issue as well, and not being blacklist by CBP. So, could it be TG has other issue resulted in detention by CBP? If recruitment fee is an issue, probably all Malaysian glove companies using foreign had such problem....?

Regarding NGC 1.5, I am sure boss/management have survey MNC customers, all expanded capacity will be taken.

By the way, I am looking for AMG™ for trial but couldn't find any in Malaysia, I think it has great potential in everything. Any idea how to get some?

Lewis, sure glove is in excess demand.

For Harta, gloves consistently supply to existing long-term MNC customers. New customers can get glove after 9-months' wait. New customers will pay 30% deposit (more or less) and (much higher) price is locked-in at that point.

I think what boss means is Jul-Sep, price hike 30%, they just notify long-term customers and that's how business normally conducted.

oct-dec another 30% increase. Beyond that, we don't know yet.

Take note that in 3 months time AMG should be approved by FDA. (or reject)

Definitely best company in Malaysia. Not "one of".

Increase capacity expansion, seems like the logical thing to do. Like!!

Lewis Lee, I like that.

KY.Y trap people and now repeat the same at TG?

CKLCAT, yeah, that's what i mean, give it a year or so.

Freetospeak, well written.

For those who can get (project) 3x (2.36x to be exact) turnover, really zzz

Joe Biden syndrome?

FLINV, 疫情一開始我就開始炒口罩，從不同的管道找來口罩然後分銷出去，幫到人又賺點外快。但是，現在口罩市場基本上是無利可圖，一個原因是需求多供應也多，另一個是頂價一再下跌，做口罩已經沒有附加價值。

Hello guys, I up my personal Harta 1 year price target to RM60, based on 1. 30% price hike for next 2 quarters. 2. Price likely to sustain if not continue to go up due to extended time of excess demand.

If you invest a lot of money into stock market, Harta as the safest choice because we can invest more.

Invest too much in small glove companies is insane for me. Besides, Topglove got CBP case, Supermax overrated, Kossan boss busy selling stocks. So, Harta still suited me best.

I agreed with all the sifus who did calculations. (except KY.Y who clearly have problem counting.)

Turnover last quarter 447m, if coming QR 600m topline is considered to be very good already.

NP 150m to 200m very good already.

Hi, everyone.

In my opinion, I think China SOE's has ruined construction industry in Malaysia. Now with Trump leading to fight CCP, the low margin environment could be over.

Of course it is also because price is at rock bottom lah.

Now market flush with CASH$$$$, 滿天都是飛來飛去的豬

Maybe KY.Y predicts production goes up by three times. Errr...