Well, its a good thing your remark on KYY for all his mistakes/moves. But now seems like KYY doing the right thing to sell early.

Could you please identify what you have calculated wrong in your previous articles/announcements/comments? It seems you haven't expected a right issue either.

tkl88, no lah. China habis wayang will affect malaysia too.

Cautiously optimistic.

Wow, ccshot, you are right. Thanks.

win_or_nothing, nice.

RainT, nono, the chance is still here. Only risen 20%, more to come.

This year record earning, at least goes back to 80c - 120c by year end.

Quickly, different methods of investment.

1. Old woman method
A woman at England retires and starts investing GBP5,000. When she dies 50 years later, she has grown GBP5,000 to GBP20,000,000. She never invested additional capital, besides using dividend received.

Her strategy is to buy and hold products that she likes. If she likes a brand of stockings or a brand of chocolate, she would find out is it listed and buy using dividend received. Someday if she suddenly doesn't like it, she would sell it.

Example for amateur Malaysian investor, say if you like astro, then you buy astro stock. One day you discover a TV box is better, then you sell astro.

(In investment, we need time to succeed. If you really want to speculate, 3 days is too short, maybe 15 days is a better timeframe, tremendously increase your odds).

2. Peter Lynch.
The legendary fund manager Peter Lynch retired and starts a investment club for kids.

The rules are simple, kids need to tell a story.

Kids would present their story before they select a stock, say they prefer a pencil, and the reason behind.

It turns out kids were performing better than most fund managers.

3. Follow sifu.

Before you follow a sifu, you need to look at their track records.

The Mr. Coldeye, if you read his earlier book and see his stock selection, I track and found 70% of his prediction were wrong. However, even if he is wrong, 70% of the result of the wrong prediction will just be mediocre.

If you look at KYY, maybe his pick is less than 30% successful. But then more often the 70% of the result of the wrong prediction is devastating.

If you look at icon8888, even ABMB didn't rise, but his prediction is correct. So, even if you are right, maybe the market won't react fast enough. Again, you need time.

OTB? I am not saying he got poor skill, but no investment guru takes subscription fees.

4. Warren Buffett

Warren Buffett talks about a lot of things, sometimes its hard enough to understand what he said, but to summarise, a company that is undervalue.

To determine the value of the company, you need to look at structure of the industry, capability of the management, and he will help direct the direction of the company.

5. TA

Most in the market are fake TA. A Good TA will short crude all the way from USD147 to USD20 and long all the way from USD25 to USD80.

(I am saying the recent oil drop from USD60 to -USD40 is solely due to a China attack. They short all oil stock available from usd20 to -usd40 overnight. Luckily they didn't succeed to overthrown the financial system, oil quickly recovered. Otherwise they will attack other financial products such as USD bills)

(So now oil basically ting tong USD40-60. USD40 you long, USD60 you short).

6. Joe Terranova

Joe says, you can still win big after the result is out.

You don't need to speculate the result, wait till the result is out then you go in 100%. If it is good, then long, if it is no good, then short.

(Go for 3 months, not 3 days).

7. Investment theory evolves.

Sami_value, smart, very smart.

Thanks Smurfs

Next week 60c.

不要聳，一起上

You are right. I have different valuation methods but it comes to same conclusion. However the market reality now is indifferent for all 6 of them.

As I repeated saying, at the end of the tide, Harta with new innovated AMG™ will still eat away market shares of the other 5 and the rest of the producers of the world. That's why I think Harta is the safest. AMG™ have huge potential in other applications: lab, poultry, fisheries, etc.

While those directors/owners aggressively selling shares ones are the most risky one.

Ideally hold 30/40% Harta, 30/40% Topglove, 5-15% the rest.

zzz

I read about the recent passage, quite beautifully written. So I bought some today.

I agree it looks good on the chart.

Then I read about the financials, I think this is a really poor company. Lots of goodwill write off and lots of debts repayment in the coming years. Fundamentally not worth a look.

The boss injected hotels into the listed company, saved his ass actually. Otherwise he would have suffer more losses.

So, goreng goreng can lah.

RI is the proper way, but TF doesn't want because he got no money. OPM mentality another mistake.

有冇？

想要買一個lot（100股）特斯拉，致敬馬斯克，但一個lot都要三十多萬呢！

Yup, RM18 soon. Gogogo

Guys, just passing by.

I am in kenanga, I sold all gloves earlier and want to buy back, I asked kenanga and they said no cap so far.

But there still be a chance got haircut later, so I hold back a little bit.

Great day for glove, gogogo!!!!

Chow, yup! Great news.

London property is in shortage by 1 to 1.2 million now. Plus hong kong 1 million family, then it will be 2 million shortage in the coming years. Wakakakaka.

I already have a lot, keep buy buy buy

oil push, knm push. Gogogo!!!

glove costs increase, er down, haircut, margin calls, not easy.

朋友，銷售數字打錯了吧？

进入20季度第一季度，Riverstone的销售额增长了16％，总体与其历史销量增长一致。净利润从19年第1季度的 RM3,020 million 飙升至20年第1季度的 RM4,660milliom，增幅为54％，这主要是毛利率（GPM）提高的结果，其毛利率同比增长4.6%至24％。

數字有懷疑，跳過，等你算清楚再看看吧。

Philip, you know, rubbish, like dirt. Dirt you know?

Still don't understand? Go buy some chicks from QL, buy their feed, and raise your own chicken. Then maybe you have a chance to understand.

I said LHI is " professional chicken breeder by international standard. ".

That means LHI is two level higher than QL in poultry at least.

Its like PhD and high school graduate both can get a job, but level of knowledge is different. Layer is easy to do (QL). Layer breeder is more difficult. LHI got grand parent stock which is the parents of layer breeder.

You have no interest to learn anyway.

There was talk comparing QL and LHI, interesting.

First, QL has poultry, oil palm, and seafood, plus a growing retail branch.

Oil palm is basically a failed investment (amenities too poor, no scale, not enough technical know how etc) never generate enough returns.

Regarding poultry, QL eggs has volume. All QL knows is feed the chicken and collect eggs, follow management procedures, sell eggs and collect money. Just like old ah Pak rear 50 chickens, only QL has the scale and (much) more money. (QL feed is rubbish by the way) QL also trades raw material, that trading arm is the key to keep QL poultry alive really.

Technically LHI knows much more than that. LHI is not only integrated, it is also a professional chicken breeder by international standard.

However, QL's seafood business is very very strong. It built a seafood platform for everybody to go through them. That seafood business is very very profitable.

Family Mart also very strong. Their ordering system, the suppliers they chose, the branding, direct ownership etc makes it grows very fast and sustainable in many many years to come.

Now is a good time, because QL's share price hasn't been rising much in the last two years. Two years ago they "kena" also like Layhong but at a lesser scale, just as they recovered, then there was MCO.

teoct is doing exactly what CCP is doing, wild accusationsssssss without whatsoever prove to take attention away.

RIP

第一、Harta的下一代產品Antimicrobial™將會再次引領同儕，在未來幾年將再次大幅拋離對手。第二、Harta在疫情之下並沒有非常興奮，大概是因為知道疫情只是一個短暫的現象，維持一個長期的競爭力才是企業長久經營之道。這是一個加和乘的問題了！第三、疫情過後不知其餘的手套公司還是能夠維持那麼高的估價嗎？但是Harta一定能。

當整個行業一次過有一輪行情時，windfall gain，一些公司老板忙著賣股，一些忙著炒股，一些忙著出貨。我不是說炒賣的公司就不好，只是提醒公司終究要走出一條自己的路才是經營之道。

笑話！

Great news, WLS.

忽然發達

香港國安法搞到要走佬，英國宣佈接受香港「難民」，執到寶！呵呵

4 cases yesterday, roger that!

LOL

Just passing by, as I said before, for many times, where is the money/profit coming from? Only profit all the way is not possible. Cost must be there somewhere.

Secondly, beware of the China partner risk. Now world mad with China you know.

Eh, it depends on its a one off event or a permanent change. For some companies i believe its a permanent change, for others is only a one off event. When this is over, who will still be running at full capacity?

Thanks Yeo.

I already have a lot, still eager to add more.

YTH, if you think millions is a lot, then you are not from rich family lah, lol!

Shark with hundred millions also die kaw kaw if doesn't watch carefully.

My guess is the current CEO is the guy who brought Harta to its current stage, without his vision and ability Harta won't be that great.

You look at Harta's level of automation, it is the state of the art that the father/founder won't be able to comprehend. Other glove producers are just like cooking pancake, cook one and put another one in.

Hold 5 years, 10 bagger at least.

I look out chart, seems like 10 years return is 100 times or so. (dividend adjusted and split adjusted).

My take of the story is like this.
Harta invented nitrile in 2005, get listed in 2007. Took Topglove 13 years to surpass Harta in nitrile. However, Harta invented Antimicrobial™ in 2018, it will become the new benchmark in glove in the next 10 years.

If a nurse touches something and then touches the patient, there is a possibility germs is transferred between surface. Antimicrobial™ glove can kill germs on the surface of the glove up to 99.9%, which is the best glove solution for COVID-19.

After the pandemic, Harta will still grow and eat away market shares of TopGlove etc.

This Antimicrobial™ glove will make Harta grow 10 times at least.

(Imagine the same technology is being applied to our daily lifes, cloths, pants, specs, watches etc. Pandemic will disappear easily. )

(The best thing I like about Harta is the MD is so young and talented. )

Harta, my 10 baggers.

daniellu, 你說得太誇張了。

但是，我喜歡！

YTH888 u go o&g play already? So fast????

Forget me not.....Target price 11.66

Hello everyone,

At first I also favoured TopGlove, because Lim has spoken. So for sure you get three things, 1. inventory all gone, 2. ASP going up. 3, increase to maximum capacity. 4, longer lead time.

(5% increase and 10% increase every month, I really like that. As a market leader, this is nicely done. )

Then as I do more study, I found this. 1. This year, TopGlove finally surpasses Hartalega in terms of nitrile production after 13 years of catching up. 2. Hartalega invented AntiMicrobial™ in 2018, its cheaper to produce, lighter, and better protection. 3. So I concluded, they are both good but when the pandemic is over, Hartalega will continue to eat in to the market share of other glove producers.

YTH888, you have a great game plan.

Just like to add, may consider o&g play in between glove and bank, once economy restart, sure not enough oil because of shale bankruptcy and oil cuts.

After bank play, then last is hospitality and airline.

Thus complete our recovery play.

YTH888, smart, very smart!

1. Now market starts to appreciate margin expansion.

2. But they haven't add in inventory yet. Inventory of 200m+ gone.

Yes, the result is going to be fantastic.

I don't know....quarantine companies??

Glove is good enough, in fact more than good enough. Lots of those related companies still losing money, and just hasn't got the volume to make money.

The night is still young. Congratulations all shareholders of Hartalega.

In 2005, Hartalega invented Nitrile, only in 2020, TG says they overtake Hartalega in Nitrile glove. But Hartalega invented Antimicrobial in 2018, which is enough for Hartalega to lead the world by another 10 years at least.

勢如破竹

7:4

Ala, phone number always nobody pick up one....

這位老兄這次說得不錯，中肯，透徹。

the best gloves counter, second!!!!

If you do business or work really specialise, at top level not easy to compete, divert all energy into one thing also not easy to win.

Just my preference, I think Supermax shouldn't diversify into contact lens, also, businessman shouldn't talk so much.

universack, good on you.

Hartalega surprises me when I read the annual reports. Its like TSMC in glove.

Proud to have such high quality company in Malaysia.

kt_invest, I agree to your revenue number.

Margin got to be higher, as price goes up and favourable exchange rate.

200m profit!!!!

Keke.