LCTITIan result super sui....will pchem follow the same path?.......looking forward to pchem QR.

Supermax 2019 production is 24 billion gloves. Its management reported by 2020 will be 27B gloves. Assuming now supermax is able to max out the production capacity and therefore churning out 27B gloves, it is about 12.5% increase from last year. Regardless ur demand increase 100%, you also wun be able to capitalize on it. On the bright side, if it you can run at 100%, production cost will be slightly lower. Example you pay same wages for 1 worker regardless he produces 100K gloves or 150K gloves. So, optimistically saying there will be an increase of 15% to 20% in profit. The current share price has went up 50% from last QR announced. To me it is a fair value now but of of course to Mr. Market it is still dirt cheap.

will come back tomolo and see if ang ang candle. If yes, sui.....

2nd red candle today. If tomorrow 3rd red candle, be prepare le.....

ho ho ho....if today close below yesterday friday price, then it will be ho seh liao....

took profit 1st le.......good luck to the rest that is still holding......

JN88.....which sifu say overprice? Please share, So next time i know when they say now cheap and bullish, i start to sell.

with the constant share buyback, what are the possible outcome? To make the eps super good? To distribute the treasury as bonus??? Anyway, both will be positive for supermx. With less shares on the market, eps will be high, low PE and then 1 more round to go up. If declare bonus......lagi sui...

mayb kyy is quietly buying supermax also......lol....
see got announcement o not

Something big is coming. This is the time to do nothing. Duduk diam diam.....dun go click sell.......i keep on telling my itchy finger

so many big lot sapu at 2.40 and 2.42......i think share buy back in action again......

supermax and rubberex PE same. So how can leh. Supermx management lose face ma. How can a company doing industrial gloves be same class as clinical gloves. So must do something to save face loh.....

there are many transactions of 50K to100K ....mayb share buy back continue

i wonder where is pang77.......counting money already? I remember he hood big in supermx leh

epf bought b4 the news was reported. Shall see these few days is epf continuing to buy.

wow....HSBC almost US600M. I think HSBC is more jiak lat.....

mamatede....when is cimb press conference?
if following the mfrs9.....they definitely need to do provision for this loan a'dy. Can recover back o not different story la but if recover back also, not cimb turn yet......

if hin leong is isolated case, then it should be alright but I don't think cimb oni lending to hin leong. If not mistaken maybank and cimb are the two banks that has higher lending amount on O&G sector. With oil price down so much, i believed all oil sectors will be affected. From upstream to downstream. Now the more important question is how long will the oil price stay this low.

i think it is low already...the next question is how long will it stay at this range. If it stays at this range till end of the year.....behold the fall of the goliath.

If hibiscus cash can survive 2 to 3 quarter and it will emerge stronger. Because other company collapse, there will be less supplier. Supplies will be less and demand pick up. So the question now is can hibiscus outrun this pandemic? It is a marathon and hope the management is prudent in their spending. Will we see the hibiscus bloom??....hehe

ini macam, prepare for impairment in Q2........i think 50% profit will vaporise & couple with delayed loan payment and current econimic condition, will this be a perfect storm?

is cimb under the idss list?......if yes, then wait for 1st may le.......will it have showtime?..hmmm

i park my 1st batch at 3.50 for 1 month....see match o not.......dream on??? Ya...life must have dream....lol....

really gila 1.....so few consecutive market days, the trading volume is 5.5B to 6B. Bull market also never seen such volume. really underestimated local retail investor. I think they are really loaded. Can match foreign disposal and in fact whack whatever has been thrown. Rakuten and kenanga reported that they have never seen such a volume even during bull market.......really eye opener

i think the news haven reach the masses yet.......if DJ go red tonight ah....then it will fuel the downfall faster le

So there will be an impairment of Rm500m? if yes, It will wipe out 50% of last Q PBT.
I think this is just the beginning. More loan default coming soon? Not mistaken Maybank and Cimb have higher loan exposure to O&G industry.

bursa trading participation has been high this few weeks. The daily transaction value is about RM6B. Before covid, or even last year, it use to be Rm2-Rm3 billion. Part of bursa revenue is from commission. With the high participation, it might perform better than last Q......

Shocking is the local retail participation can match the local institution. Damm....our local investors are damm wealthy. Or is it becoz genting, magnum, kuda, Toto all closed, no place to punt....

Aminvest gave Pchem TP at RM3.25???? I'm sorry but for once I wish it will come true......hehe......

base on the link shared, pdt2 has a storage capacity of 1.7million m3 capacity. 1 barrel of oil is 150L. Meaning can store up to 12 million barrel of oil. Saudi capacity per day is about 12 million? Hmm...then maths doesn't add up. Also, why want to store in facilities that you need money to build while it is nicely sitting under the deep sea storage where you pay nothing.

just read that potential for Olympic to postpone. Bad news for layhong??? I wonder how it going o service it debt. I think cash flow will b an issue. Bank stop lending. want to get money from market also difficult.....

wow...1 usd 4.41rm......corn and soy bean also up......double whammy for the feed industry.

mayb when there is no more article from super investor and nobody else mentioning this stk for a week o two, then can start to accumulate. Good strategy??

DJ Futures drop further......guess the worst is not over. Now 0.74. is the worst finally over for good or it is just over for today? tomorrow friday......then weekend. Could b alot worst

household might purchase more during this time because of panic purchase. As my understanding, manufacturing will utilise more egg compare to household consumption. Jan to March will not be good and then Apr to Jun will continue as well bcoz of ramadan.....not sure is it logical.

WIll the following cause layhong price to go down further???
1. Potential Olympic cancel??
2. Lock down....so less demand for eggs as restaurant can't do dine in and bakery will have less sale especially cake and desert.
3. USD up so much.......so feed import will be more expensive.
4. Ramadan next month.......

y support at 1.50? If 1.50, i go hood this bugger...

i will start buying when drop below 3. Thinking covid will last 2 to 4 months but will u stop paying ur insurance? Remember if stop pay, ur insurance terminate and when u buy back, premium go up. WIll company stop insuring their company. Will u not renew ur car insurance and road tax upon xpiry. i think insurance will b the least affected.

dow drop 13%.......Possible for Pchem to drop 10%? hmmm......despite the PIC doesn't effect Pchem but overall sentiment no good. Petronas really no luck. Oil price down, lost the law suit case on east malaysia, xplosion.....now lock down....all this will affect petronas and subsidary.......b calm and take care ya. I'm quite lucky that i did not use any margin to buy shares. Mayb this is a good time to consider using some margin. Well, let me utilise my cash on hands 1st........shall wait till end of the week only start shopping.

OMG.....So sorry to hear that there is a fatality. Cancel my Q at 3.50. Better wait and see. Tomorrow headlines and sure it will delay the pengerang project. DOSH to go in and work stoppage? Pls ensure safety come 1st. If needed, pls shut down.

Pchem very resilient leh.....market drop like shit, it still can stay above Rm4.....nevermind....the week is still long......lets see by end of this week or mayb end of the month......I Q @3.50......u think ada chance ah???

no bad ah......Pchem si beh tok kong ah.....die die also still can sustain above Rm4. This morning i key in Rm3.50 for 1 month duration.....lol......

no bad ah.....DJ down 5% but this Pchem steady.....cannot break rm 4 also.....beh pai....

What saudi try to archieve? Kill their competitor loh. Just like those day gloves company in malaysia have 20+ gloves company. 1 by 1 either kena eat up or tapow and now left the big 4. I guess same approach saudi i taking. Fittest survive while weakling is doom. but shale oil cannot die so easily. I think saudi has attempt many times and shale still exist today.

wah....many ppl like to see this go below 4........u all no good d.....
Today rebound....u all no see meh? Not sure if this pchem standing on a spring board.....mayb now jumping on a spring up and it does go higher but eventually will dip into the pool? is the water cold??/ b prepare......

will today down another 10%? Will it break rm4 today........Dow plunge ...S&P plunge 7%........

Hmmm..if not mistaken,....PNB last time also put alot money into MAS right?.....

very low means can go below 4? or 3.....or 2??........
petchem next 2 Q will be spectacular.....

Heard today PM will announce cabinet line up.....will be another roller coaster tomorrow.
Wonder who will be the finance minister. If appointed someone right...i think market will be neutral only coz the bigger market all plunge.......but if someone not well receive, then.......prepare for 4G dive.......

Calvin....u sure ah? given out or allocated?....this r two different things leh.

Wow.....capital of RM10M just vaporise like that.......keng leh.....

NFCP? Malaysia budget based on USD 62. Now brent at USD 35. Still ada NFCP???