tallman

tallman | Joined since 2013-05-10

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News & Blogs

2020-12-18 12:55 | Report Abuse

I remember he/she had wrote an article on May / June said gloves were overvalued. However the shares price skyrocketed to the peak.

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2020-12-16 15:28 | Report Abuse

today kossan 4XX cases, maybe tmr supermax :)

News & Blogs

2020-12-15 19:04 | Report Abuse

Who can sell me RM3.5/piece topglove, I will sell my car, houses, kidney and organs sai lang into TG. JP please sell to me, I'm waiting:). The dividend pay out by TG is 20% per year for RM3.5. I will get free tickets for invest in 5 years. Hahaha

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2020-12-14 16:48 | Report Abuse

If history repeat, tmr will open red and rebound :) not buy/sell call-good luck guys

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2020-12-01 09:19 | Report Abuse

who say sell on news? why nobody sel?l :)

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2020-11-30 21:15 | Report Abuse

With this result, this valuation 15, I don't know how to sell on news

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2020-11-30 19:41 | Report Abuse

Walau good result =sell=drop?

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2020-11-30 16:53 | Report Abuse

vaccine is a liar

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2020-11-27 23:18 | Report Abuse

This company the quarter report look similar like fintec, profit increase but negative cash flow. Fintec still has 33mil cash. Both issues RI but profit increase. :) in boleh land everything also boleh

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2020-11-26 21:24 | Report Abuse

Fintec has to change to Sharks & Friends private limited lol

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2020-11-26 20:46 | Report Abuse

If fintec declares RM9 or 90c dividend straight away limit up. If only :) @@

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2020-11-26 20:33 | Report Abuse

@81 bursa gives you certain time to sell your OR if you don't want to subscribe the RI. OR will disappear when expire

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2020-11-26 20:05 | Report Abuse

You need to fill up the form, pay money and summit to your investment bank. It will gone If you don't sell or subscribe after expire

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2020-11-26 19:54 | Report Abuse

@81 you can either sell your OR in the market or subscribe it before OR expire. If not you will get nothing after expire. Good luck new baby

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2020-11-26 19:49 | Report Abuse

This company belongs to big sharks. Only see increase of profit but cash flow and share price never increase :(

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2020-11-26 19:44 | Report Abuse

Good result

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2020-11-24 14:53 | Report Abuse

@mf tmr pahlimen dissolve?

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2020-11-17 14:48 | Report Abuse

Open glove factory still can play mei?

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2020-11-13 09:09 | Report Abuse

KUALA LUMPUR (Nov 12): AmInvestment
Bank believes that while glove demand will
stay stable post-Covid-19 pandemic, average
selling prices (ASPs) will drop as there will
no longer be a rush for gloves.
“We reckon that ASP will stabilise at a
higher level than pre-pandemic level due to
the broader usage of gloves,” it said in a note
on Top Glove Corp Bhd today.
The research house’s analyst Thong Pak
Leng said it believed that glove demand will remain strong, based on reasons outlined by Top
Glove during a webinar, which include a higher
awareness of personal hygiene and broader use
of gloves beyond the healthcare sector.
In addition, Thong said there may not be
an oversupply of gloves after the pandemic, as
Top Glove had pointed out that there are key
issues in ramping up supply that need to be addressed, including the availability of contractors
to build production lines, the shortage of foreign
workers and constraint of nitrile raw material.
Top Glove has also allocated 30% of its
capacity for spot orders. “The spot orders
for nitrile glove have been fully sold for the
next three months. Meanwhile, the spot orders for natural rubber powder-free gloves
are also increasing due to the long lead time
of nitrile gloves,” said Thong.
Presently, Top Glove has a total production capacity of 90 billion pieces per annum.
To expand further, Top Glove has allocated capital expenditure of RM10 billion
over the next five years for capacity expansion
to double its current capacity by the end of
2025, said Thong. This will be done in stages
whereby 14 billion pieces will be added for
FY21 and 16 billion for FY22.
AmInvestment Bank maintains its “hold”
call on the stock with a lower fair value of
RM7.88, adding that the group’s fundamentals remain solid for the next few years.
“We maintain our view that Top Glove’s
net profit will peak in FY21 as demand soars
from the Covid-19 pandemic with increased
capacity expansions. We make no changes
to our FY21–FY23 net profit forecasts at
RM6.5 billion, RM2.3 billion and RM2.2
billion respectively.
“Our ASP assumptions are US$60 per
1,000 pieces for FY21, US$35 per 1,000
pieces for FY22 and US$28 per 1,000 pieces for FY23 with an average utilisation rate
of more than 80%,” said Thong.
Top Glove is currently fourth on Bursa’s
top losers list, having fallen 19 sen or 2.42%
to RM7.67. The stock is currently valued at
RM62.34 billion

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2020-11-13 09:08 | Report Abuse

I found GOD in AmInvest

ASPs to drop
even as glove
demand stays up
post-pandemic —
AmInvestment
Ban

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2020-11-11 14:56 | Report Abuse

prepare to bite by sharks, want to play penny have to train yourself run/swim faster than sharks :)

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2020-11-11 14:51 | Report Abuse

big 4 too expensive, ppl like to goreng penny stocks during CMCO

News & Blogs

2020-11-08 13:27 | Report Abuse

Great research, good article

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2020-11-05 17:18 | Report Abuse

Sadly to say I was waiting at 8.50 because someone said it will drop to this level

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2020-11-05 16:37 | Report Abuse

flying without wing

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2020-11-03 12:30 | Report Abuse

Mahsing is falling at 45 degree for the passed days. It up today is due to technical rebound. GL guy

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2020-10-27 16:56 | Report Abuse

今日的收市价是9.78 久点起发

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2020-10-26 13:56 | Report Abuse

Tin tin unable to crash the market due to no state of emergency.

Hahaha now jib gor want to crash the market to 1200 point by impose windfall tax :)

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2020-10-17 10:14 | Report Abuse

MS only suitable for short trade with triangle breakout. However in term of FA it not looking good, the profits and revenues keep decreasing, the factory start production in Q2 2021. How can MS ensure ASP didn't drop at 2021. I remember supermax spent 2 years to commission new lines. There are a lot of quality issues need to handle.

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2020-10-06 15:11 | Report Abuse

Guys don't buy 1st, wait for din din announcement at 6pm. If factories only allow for operate 50% ,the profit will be affected.

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2020-10-06 15:02 | Report Abuse

If MCO 2.0, doesn't it affect the operation? Last time only allow 50% operate. I yes then die loh :(

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2020-10-02 20:48 | Report Abuse

When red - collect, when green enjoy the profit. Red/green i also happy

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2020-10-02 20:41 | Report Abuse

Don't blame/scold IBs, infact they're given you cheap tickets to make money. If you are confident on the future prospects, grab as many as possible tickets.

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2020-10-02 16:59 | Report Abuse

CUP & HANDLE FORMED?????!!!!!!!!!

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2020-10-02 16:55 | Report Abuse

short selling not need to buy ticket 1, where is this chicken come from? like this also don't know meh

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2020-10-02 16:52 | Report Abuse

few months ago before BI i said super will close RM8.88 and that day it closed above 8.88. look like the history will repeat. Super easy to double it price in 9 months

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2020-10-02 16:46 | Report Abuse

Glove counters new up trend formed. how rrr Mr ibs? panic buy to cover loss?

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2020-10-02 14:58 | Report Abuse

Let see how many tickets ibs want to throw

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2020-10-02 14:21 | Report Abuse

US vaccine can save trump. Yahoo

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2020-10-01 17:25 | Report Abuse

yup no IB dare to short

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2020-10-01 11:41 | Report Abuse

pookinek dont talk cock only, please show something

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2020-10-01 11:24 | Report Abuse

where is Rocket? I'm waitng your sell call.

Datokembara please shown your power, dump gau gau.

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2020-10-01 09:12 | Report Abuse

JF an other rubbish wirte up, harta already said within 3 years demands are higher than supply. JF think they know better than boss. If they are smart already become boss/billionair :0

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2020-09-30 17:04 | Report Abuse

i waiting for Rocket sell call