I would say it’s still cheap. I’ve sold my glove and I’ll be selling more to buy more rev. Tp50cent

Hi friends. It’s been awhile. I think in the long run, only those with strong fundamental will stay. When I mean fundamental, I’m talking about how much ASP they have raised. I think only TOPG and SUPERMX will continue to go up higher and higher after bonus issue.

Look at price f these two now. They are almost at their previous high while comfort is just at 4.86. If I recall correctly, comfort’s previous high is at 7 bucks.

I’m not sure about you. But after bonus issue, Topg will be at 8-9. I think going up to 15 is very feasible and easily achieved. I’ll continue to buy Topg and supermx during correction.

I sincerely hope yall can consider my suggestion

Both top 3 have been breaking new high and new high. I don’t know why yall wanna stick around here. Don’t sell la, just swap part of your fund to Topg or supermx

Remember why I told yall to not all in here. Split ur fund equally to top 3. Topg, supermx and harta. You can play around here but don’t all in your fund here. Happy trading everyone.

I am very certain this correction on TOPG will be a good entry point for us to average or top up our cost in TOPG. No right or wrong. If u believe in COMFORT then hold on to it. Good luck

I have sold all COMFORT these 2 days. Will be using this fund to top up TOPG. All the best guys.

Personally I still think tp 4 is not a problem at all. After all if supermx really hits 20 I think comfort will be more than 4. I’m just saying you might earn more if u swapped earlier 3 weeks ago. Since all the big 4 have shot up so much. Then just hold tight and wait until 4 bucks. Major correction like 10-15% then go in. That’s it. Break resistance then go in. Pls don’t collect when it drops few ticks of price. I’m not one of the stupid keyboard warriors. I hope everyone makes money here that’s it. Good luck everyone

@baby shark, I’ve been sharing and telling you to not all in here. Why u didn’t listen and keep buying more and buy. This is not the proper way of averaging down your cost. If it drops 10-15%. Yes u and I will also collect. Drop few% then why bother collecting?
U have to be emotionally stable in stock market. Never drop few tick and buy. If u believe it will shoot up then don’t lose ur belief but don’t average down ur cost this way. I hope u will stop collecting if it stays sideway tmr. If u think it will go up then just wait. Don’t keep collecting. It might be too late and not worth to swap. But still, i think u should not all in here. It’s up to u. Good luck.

Comfort and the rest of the small players will close green if the big four fly high after lunch. If the big 4 drop after lunch. It will stay red.

If you check my previous comments. I’ve been advising to not all in here. I’m not saying I’m god. But this is portfolio management. U all all in here because of kyy. Admit it. It’s ok. Losers willl forever remain losers. All the best. See u guys next week

Bro don’t be stupid pls. My cost price in comfort is 0.98.

My remaining ticket is free. I can take the risk. It’s ok. Let’s see how much is supermx, Topg and harta when comfort rm4. :) good luck poor peasants

I feel so funny. Don’t u sense something is wrong with comfort? Is comfort already at its price? Come on. Trust me. Switch slowly but don’t sell all. Why hug comfort and die? 2 weeks ago supermx was rm8 and today it’s already one fold. And u guys are still hugging comfort? Up few% then shout. Down few % then cry father cry mother. Come on la. Don’t need to sell la. Sell 30-40% and try on Topg and supermx pls. 2 weeks ago during correction I had around 1.9-2m paper profit and today I have 2.4m paper profit. If I didn’t switch. I think I’m crying today. Anyways no right or wrong. If u die die hold then go on. After all you all are just ikan bilis. Sell or buy won’t make any difference. Forgive my ignorance.

Comfort will only move if the rest fly. This tells what? This tells comfort no longer leads like 3 months ago. Pls la. From 2.6 till 3.7. Why still don’t swap? Tp5? It’s possible maybe another few more quarter. But I believe Topg will be 30 and supermx will be above 20. Haiz. Good luck

Dude. Pls. I’m holding comfort too. From rm1 with 100% fund and 80% margin. I sold partly around 4 and switched to harta and supermx. Then slowly sell and switch. I’m still holding now. I don’t hate comfort. I’m saying without further and better catalyst, comfort won’t move. That’s it. We’re talking about tp 18 for supermx last week. It had almost 80% uptrend. Do u think comfort will go up another 50% without catalyst? I don’t think so. Never fall in love with the stock u buy. I’ve been telling you guys to switch PARTLY only in late June. I never said SELL ALL. Coz I was uncertain too but what I do know is that supermx, Topg and harta has better upside. That’s it. I am still holding comfort but I think I’ll sell another 20% and wait for the right timing to go in top3. All the best and wake up guys. Comfort has never broken its 4.2 previous high and the rest have been breaking and breaking high.

Guys. I’m gonna say this for the last time. If u trust me with my 2.4m paper profit. Sell partly and switch to supermx. Lazy to explain. For those who listen then listen. For those who don’t. Up to u. Goodnight. Read back my comment in 2 weeks later.

I hope now you guys know why I kept on advising to not all in comfort. Comfort is still hanging around 3-3.7

Come on. The big 4 have been hitting new high and new high.

I’m really not saying comfort is not good. If it is rm2.5 now. Please all in. Rm4 is kinda its fair value if no better catalyst like insider news. When we say rm4 is the fair value, do u wait for rm4? If u can, but not with all your money here.

I’m not showing off but I’m laughing to the bank now by seeing how much more paper gain I have now after switching 70% of my fund to harta and supermx from Comfort.

Basically comfort will only move when the big four have big movement. That’s it. Comfort will not lead by flying 10% a day anymore. From now on, comfort will just be like “another” glove counter. When big four move and fly high, then the rest of the small players will move 2%?

I’m really not saying comfort is not good. But there is no better catalyst to move the price. Supermx is fcking 12.4 today. U tell me comfort is better? Don’t fool urself. Pls. I’m not asking you to sell all. Just sell partly and switch to supermx and harta. Thank me later. I’m trying to help u maximise ur gain in glove.

All the best

I sincerely hope if you guys listen To my 2cent. Don’t all in here and wait for rm8 tp. It’s once in a life time chance to grow ur capital now. But pls don’t lose it back to the market.

I hope you all are clear of one thing here. Back in 2 months. Supermx and comfort was only one buck difference. Their difference now is like 2-3 folds apart.

I’m not saying comfort is not good. It’s a good company with good fundamental and good management. U must remember the only factor to justify the share price now is the ASP. The management has said that they are not selling as high as his competitors. Hence, based on forward PE on basis on ASP. I think 4-5 is a reasonable TP at most.

And I hope yall look at the bigger picture. U think comfort flies 6% then is considered a good news? Look at smaller cap companies like ruberex, CAreplus. They are flying the same today. It’s very obvious that ppl are goreng these few counters. They are the same operators.

I just hope once it has reached 4 and above. Please sell by batches. Back in 2-3 weeks ago, I was asking you guys to switch partly fo supermax and harta. If u compare the price now and 3 weeks ago. You guys have more paper profit now if u split ur fund evenly.

I’m not saying I’m right. But I’m saying for those company that we are aware and have insiders confirming on the ASP. I believe those are safer to put ur money in. Before the margin cap issue, comfort was 4.2. On today, the big 4 has broken new high and new high. But comfort is still hanging around 3 bucks.

From 2.6 to 3.6 is indeed a big jump since margin cap issue. But look at supermx. When the margin cap happened, it dropped till around 5.6 I think. Now it is one fold. Don’t stick around one counter because master kyy in inside. I believe he has switched more to supermx.

Be a smart investor my friend. Never fall in love with the company. You are small fish small retailer. U won’t grow your capital if u are blinded by the fact that you think ur company is the best.

You guys might think I’m lying about my 2m paper profit though it’s real lol. I really learnt a lot from mr cold eye throughout my investing journey since 5 years ago. Yea, no doubt that glove spike is unpredictable and I never expected I could earn this much in a few months. But what made me die die hold and go thru the June correction and margin capping issue was due to our own mentality and mindset. This can be trained and u can read more books to improve. Technical knowledge is one thing. But your personal inner knowledge and mindset are important too during ur investing journey. Mr Cold Eye is the MOST respectable fundamental guru in Malaysia. In stead of worrying if vaccine will be found or if there will be bad news on glove, buy a book and diverse your attention is better.
All the best guys.

It’s called
Stock Market Battling: the Ultimate Formula
决战股市 终极方案

U can buy from popular. I have read a few books of Mr Cold Eye. This new book is very well written and up to date. The current incident of Covid is even written. It’s not like his other series talking about his past 30 years experience and summary. All the examples written are quite up to date. Covid, 2018, 2019 market movement. Very recommended book. Strongly advice to those that have made a fortune out of glove stock. Please brush up your fundamental and don’t lose back your earning to the market after glove trend.

If yall read Chinese. I highly recommend the latest book released by “Cold eye”. It will benefit most of the investor

Last month I have advised yall to hold as it’s below 3 bucks. But now it has rebounded. Should u slowly cut and take profit by batches when it hits rm4?

When it’s 2.6, yall said 4 tp. Now fly to 3.3 then yall say tp8. Typical retailer mindset. Pls be disciplined

Finally I see some comment that makes sense here by Apple1234

Let me add something on top of his comments.

Please. Never judge a company by its share price. I understand back in 2 months ago, comfort and supermx was only one buck difference. But after tons of reports and insights available on these 2 counters, we really don’t think comfort can catch up supeemz because of their previous price.

I used to have that kind of thoughts when no reports available to these 2 companies. But after comfort QR and supermx reports are out. I did some calculation myself and counted their forward PE. Comfort can go 4-5 maximum considering its AUG QR is fantastic. Anything higher than Rm5 will need higher or very high ASP which I don’t think it’s comparable to supermx and top3. This is not speculative. It was mentioned during AGM. The boss himself said he will not increase prices crazily like his competitors. Has this not hinted u that his ASP won’t be as crazy as others. So why do U yall still think it will go up to 7-8. It will, but when? Next year? But will it be risky to hold all comfort funds until next year?

With all the ASP available. U know supermx can easily go up to rm12-13. I understand u will earn more when comfort fly to 8. But pls be realistic. I worry when supermx is 12 and comfort is still at around 4. I might be wrong but I have taken all the risks into consideration. If u all in comfort basically ure gambling here. Or else, fight me with some facts then I’ll listen.

Most of yall who all in comfort here is because of master KYY and it’s still “cheap”. I hope I’m wrong and comfort will fly as high as others. All the best. I maintain my position to start selling by batches and keep my profit here running. I’ll top up supeemz and harta during weakness.

I’m just gonna advice the last time.

I’m strongly suggest you to monitor on comfort and take profit when you can. Then find a chance to go in supermx.

Look for a chance where comfort suddenly surge and supermx is quiet. That will be ur chance to switch to supermx

Sometimes I think, it doesn’t matter if you are stupid. Just stay silent and watch and read more. But don’t pretend to be smart and try to influence others. Some uncle Aunty might read ur comment and switch their fund to careplus.

I’m sorry.
I laughed when I saw Gooner82’s comment...
CAreplus will be the next comfort because its price is low...lol...bro... Let me give u a scenario

Careplus is like a hawker stall
Comfort is like a harker centre

No matter how many fried noodles careplus sells. It won’t overtake comfort. Simple logic.

Earning determines share price

The case now is future earning determine the price now.
Or u are telling me careplus will go up to 3 bucks next 2 months? Come on man. Even if he makes 10x profit compared to pre-Covid time, it won’t justify its 3 bucks price. No shark will be this stupid. Retailer like you yes. Whichever stock is “cheap” then go in. You stupid nvm, don’t influence others to be stupid like you.

I made my mistake by not selling all comfort when it’s above 4. I sold 20-30% only and go to supermx and harta. Exit another 20% at around 3.5-3.7. My cost in comfort is around 1.1-1.2

Even now after I have swapped and balanced my portfolio. My paper profit as of today is still less than when comfort was at 4.2. That time I was all in comfort one counter.

I’m not sad that I’m having lesser paper profit now. I’m confident that my portfolio as of today is so much safer and with harta and supermx in my portfolio. I can safely say I can make another 500k by the end of the year.

Comfort is good. But it always come back to fundamental. How much is its ASP? It will grow slower. So why dont u swap to supermx? But if ur tp for comfort is 4-4.5 then yes. U can wait and leave when it hits ur tp. Then save ur fund and buy other sector. But if u tell me ur tp for comfort is 7-8. Then pls. U will be the one crying to the bank.

I’ll start exiting comfort as it flies higher and swap my fund to harta and supermx. All the best my friends.
I’ll leave 30% of my profit here running and see how far can it go. I’ll wait until its QR is out and then decide whether to top up.

After reading so many reports and so many stupid vaccine news. I believe we can play this theme until end of the year. The question is whether u have enough money to buy during correction? Or do u cut and take profit then it flies too high at a very short time and buy during correction. It’s all portfolio strategy and management.

My advice is not go all in here. Switch to harta and supermx. Harta will catch up Topg and supermx will go up to at least 12.

I am not always right but I’m getting more and more confident now after buying harta at 11 when nobody bothered listening to me. It’s all fundamental. Harta has always had the highest profit margin compared to Topg.

It’s not that comfort won’t go far but when the market cap is not huge and it has gone up a lot from 60 cent. I think u guys should consider my advice. Switch to harta and supermx. U might earn less but it’s much safer. Come on guys. U all believe in comfort will go up to rm8. Then supermx can easily go to 12-13.

Earn less is always better than losing ur capital. All the best my friend

Remember what I told yall abt supermx and harta? I’m laughing today. All the best my friends. Remember my advice. If u have earned enough in comfort. Switch to harta and supermx. Don’t all in one counter. Hold at least 1 more month

Guys, don’t all in comfort. Split ur fund to harta, supermx. Whatever guys, I’m confident that my current 2m paper profit will grow another 500k until august. No time for yall poor peasants. I’m sorry. Advice has been given for the past 2 weeks. U guys don’t deserve to earn in the market. Just lose or put in FD

I’m sad to say that you guys never learn your lesson.

Ikan Bilis mindset will forever be ikan bilis mindset. It’s in your gene. You guys never grows, red don’t dare to buy, green then chase, drop 1-2 ticks then panic. Simple common sense. All the best my friends.

Last advice. Leave stock market and go to FD.

Are u guys stupid? Ytd jumped 10+%. Now drop 2 ticks then cry here cry there. Come on la. Have some patience and self control. Get a life guys. Come back in 2 weeks. Monitor every sec? If this has been your life for the past 3 months. Pls quit stock market after glove theme. If now no matter u gain from glove, u will eventually lose back to the market.

I believe it will go into minor correction mode if it continues to fly these 2 days. But don’t sell pls. Just hold until Aug. U won’t regret it

Our very respectable Mr Kyy was there too. Anyways. Regarding FDA issues. No impact at all answered from the management

Just attended AGM. Management team is doing very good. Have very good vision for long term business.

Hold until mid July- Aug. Same goes to big 4

I am surprised that ruberex deliver very good QR.

Bull continues tmr.

DJI red then? has gloves' fundamental changed?
WHO/FDA approved Vaccine?
Covid cases daily decrease?

If no and gloves drop. Is this a good buying opportunity?
For those who bought high, is this a good chance to u to average down your cost?
We already have confirmed information on the ASP, we are all aware that this Aug and September will report super super super good earnings. if Covid doesnt slow down, the following QR is even scarier. So why dont buy when it's red? why chase high when all chase?

Am i the one who doesnt understand how market works and how the funds manipulate the retailers' mind? or are u guys too naive in the market? Glove especially comfort has gone up 4-5 fold for the past 2 months and it has dropped 20+% from its highest then you all panic?

Tell me. What is correction? shoot up 100% then drop 1-2% then shoot up another 100-200%? Pls la.....I understand some of u chased high then is it now not a good chance for u to average down ur cost? Why panic sell?

And IDSS has been delayed again to dec 2020. This is a very good news to glove counters. So pls. dont panic.

Tmr is sat, spend some time reading all the reports released by the IB for the top 3 glove companies. read and read and read and understand on their ASP. calculate their forward PE. understand what is glove's standard PE.

Please. dont be like a joke

I am lazy to explain and convince you guys. Just sell if it is too stressful for u. Sell and put ur money in FD or milo tin. Stock market is not for yall

History is gonna repeat itself just like March. DJI dropped, print money, zero rate. Then it will eventually go back up. But I'm worried it will drop to pre-covid price and that is scary. But anyhow, don't sell tmr.

For those who have bullets, average by batches.

REMEMBER, Don't sell tmr. Heart must be strong.


u have to remember, fundamental has not changed. it's good to glove if covid spikes.

Guys, remember one thing. Tmr will surely drop. I'm uncertain how low it will go. If u have bullet, if drop more than 10%, please collect. For those who have no bullets. Don't sell tmr, sell when it rebounds if you lose confident in gloves. Just don't sell tmr

Hold till mid July - Aug

I don’t care what is master kyy’s calculations and he is one of the very respectable stock market guru I look up to. His or other gurus’ calculation can be our guild line and reference for choosing a stock to invest. Make no mistake. The stocks they pick have fundamentals but not purely goreng like lambo. And please. No sifu or guru or even ur teacher will tell u when they exit. U must set ur own tp. Master said tp 9 bucks. If ure confident then u should exit at 7.

That’s not crazy calculation. What Comfort lacks now is just some insights and how much ASP they are selling and how much % they are going to increase every month.

I agree with master kyy’s calculation but I’m a bit a conservative.

If u say master or stock guru con u by setting super high tp. I would rather say u should blame urself by blindly following without using ur brain.

I’m sorry as my words are mean. But it’s really mad to see some of yall investing in stock market without making ur own decision or without making effort to study. Guys, it’s very easy I would say. Very very easy to make 20% annually in stock market out of ur total income. But u gotta study it. Ure not a trader. Don’t goreng here and there. U gotta learn and study and grow. Glove is a good chance for u to gain ur capital. But don’t blindly follow and lose back to it. I would say 20-30% upside for comfort is very feasible by end July. Pls. Don’t not sell even it goes red next week. For harta and supermx. I have even higher expectation.

yes Harold, comfort might not hit 5 in short term as no IB or other sources write about them. If im not wrong, IB will only focus on companies that have certain market caps and surely comfort doesnt meet the criteria at all.

Technically, if all the prospects and calculation on comfort are correct then yes. 5 will be the minimal. But without all the reference and insights available. TP 5 will take some time, probably after the release of next QR. But in the mean time, i believe 4 is easily achievable by end july considering the rest of the glove counters move, DJI stabilized.

mf. just viewed ur file. born in 1986. 9 years elder than me but still considered young. cant believe you dont even make an effort to find out and read more on the vaccine shit.

sorry if i were to be mean. u can be stupid. but dont spread negativity around here. same goes to u can be a poor peasant but do not affect everyone here. some might panic sell because they think this is the end for glove

mf...do not just see the title. read the whole thing. read the whole story


after 3rd stage then? are they going to mass produce? or are they gonna wait for another year or more stages after that in order to get the FDA approval and mass produce it?

let me give u a better picture. lets be very very optimistic. lets say the 3rd stage is successful and we still need another year AT LEAST to get FDA and mass produce it. by the time it is available to us human being. i guess the earliest will be next year end.

Im just saying lets hold for another QR and decide.

I must emphasise once again

HOLD

Until

Mid JULY - AUG

Btw, I did not mean 5 is my tp. But I’ll hold until Aug and decide if I should cut partly, hold, or sell all. By mid July, there will be more insights and reports and news. Now just hold and watch. Red or green don’t care if u don’t have more bullet.

What I must emphasise again is. No matter what news is out. Do not panic sell if gloves go red. Unless vaccine found. Ok. Bye.

Btw my friend. I would say tp rm8 is too greedy for comfort. 2.8-3 is kind of its fair value with its previous QR. Considering ASP increase and sales spike in May June July, I would say rm5 is very possible. But rm8. Let’s not say it’s not possible. But if tp rm8, that would mean Covid persists and doesn’t slow down at all until next year end. Personally I don’t think there will be vaccine. But I believe this Covid will eventually end up like SARS and h1n1 which slowly disappeared. So if we’re talking abt rm8 tp. Then Topg will be 40. This is insane. If this Covid is not slowing down at all by next year end. The whole economy will collapse and nothing will sustain this market. Don’t mention how much profit glove can make. If the whole system collapse. We all also will die. Btw, I don’t think this will happen. I think this will slow down. That’s why we must set a feasible TP. I think around 5 is good considering no vaccine these few months, Covid cases continue to spike in other countries (personally I think Malaysia is stable already).

If it really hits 5. I’ll exit and look for other sector to invest and wait. Guys, u must not forget, even super guru or investment god, 50% return a year is very good for them. This glove theme is just an exception. So please. This is a good chance for u to earn ur capital in the stock market. I don’t hope to see yall losing back to it. It’s a good chance to raise ur capital. And put it in other sector like construction and wait. Remember, whoever ruling Malaysia, no matter which party, construction will also benefit. I’m talking abt infrastructure based company.

Let me share abit of my journey in glove. I bought in comfort around rm1.3, then increase and top up at 1.7 then 2. When it hit 4.2, I actually made 1.8m paper profit. I sold 30% around 3.8-4. Then put in supermx. Then sell another 10% and put in harta. I’m not saying my portfolio is very safe, which is not because I’m all in in glove sector. But I would say it’s safer compared to all in in comfort. I’m not joking, it’s exciting to see almost 6-7k per tick back to 2 months ago when I was all in in comfort. I was very stressed. So I sold some and swap to supermx and harta. If gloves fly. I still make profit but not as much as previously. But at least I feel safe.

Anyways, no bull shit. I consider myself as good in seeing the big picture. So just a few words. Some guru on fb are actually very good and in fact I learnt my fundamental from them. They’re conservative as they have never seen this spike so they do not see good in gloves. But hey. We all have not seen this. And yes, there is surely risk in every investment. But hello, with all the research report saying how much asp they have increased and how confident they are in the next few qr. why not, why not just give urself 1 more qr till aug. Do not panic sell now no matter up or down. Never all in. Down then collect. That’s all. And yea, talking abt comfort. We have one reference dy, the previous qr. it’s very good. So it will surely go up. It’s just the matter that we must set our tp. Don’t be greedy.

Marks my words

HOLD until Mid July- Aug

Do not chase, drop 10% or break resistance then buy in batches

Do not all in in one counter. Pls consider supermx and harta

If you have no more bullet. Don’t do anything and wait until mid July - Aug

Guys, I’m not sure how far comfort can go considering no research report on comfort. Everything is purely speculative. What we do know is its QR was good and up to everyone’s expectation. U have to remember its previous QR reflects its feb March and April’s earning. Covid was not widely spread in feb, March 2 weeks Mco. And anyhow they are still able to deliver such earning which is considered very good.

So the prospect for the coming QR will surely be a lot better. But how good? We don’t know considering we don’t have information on the ASP.

But for supermx, Topg. They have plenty of research reports and this is one of the reasons why supermx has spiked up so much when back in 2 month, supermx and comfort was one buck difference. But ofcoz, supermx is a bigger player and they can produce very guaranteed profit due to some insights on their ASP.

Also, the scary part now is when one moves, the rest follows, comfort moves 5%, ruberex and CAreplus follow. This is not a good sign as we all know careplus is purely goreng at this price range. If comfort flies 10% and careplus and ruberex are stagnant, then yes, something is brewing. But all move and goreng up tgt, this is not good. This is why I always advice yall to not all in in one basket. Comfort may stop first. Harta and supermx may continue to fly higher higher when more and more insights and reports released. You must remember, harta supermx Topg are totally different league players. I believe at this entry point for these 3 companies. Still have plenty of upside.

I hope yall listen. If next week gloves continue to spike up a lot in such short term. Cut a bit of comfort and swap to harta and supermx. Marks my words. I’m friend of some big players. They have insights on harta. Harta will deliver very goood earning. Don’t misunderstand. I’m not saying comfort is not good. But I believe 30% upside of harta is achievable. So I were you. I would cut a bit of comfort considering I already have paper profit. Swap to harta to reduce ur risk. And let the rest of ur shares here rolling. Harta or supermx. Up to you. But not 100% in comfort pls.

And whatever price u will be buying for harta supermx and comfort. Please. Pls. Hold until at least mid July then only make decision to sell or hold. Now just buy during retracement and when break resistance.

Happy weekends

And pls. Do not all in in comfort. Spilt ur fund to supermx and harta

Hi guys, do not chase high ok. Wait until it breaks resistance then only go in by batches. Same goes to other glove counters. Happy weekends everyone