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2021-07-05 22:38 | Report Abuse
nothing wrong wit glove, wat is wrong is these crooks. SC shud look into tis
2021-07-05 22:36 | Report Abuse
v obvious la who is bully, who is victim. no nd 2 think twice la, unless got vested interest
2021-07-02 12:54 | Report Abuse
i like tis oso, buy 2 keep
2021-07-02 12:53 | Report Abuse
Agree, so cheap oso wan discount
2021-06-16 21:50 | Report Abuse
so yo-yo up and down. When u lari?
2021-06-16 21:40 | Report Abuse
finally after 3 years tunggu lama
2021-05-01 14:25 | Report Abuse
Nicely said. Ordered
2021-03-03 18:08 | Report Abuse
Great day 4 gloves...hope it will go on
2021-01-27 14:25 | Report Abuse
Tqsm tradeview, nice one
Blog: (Tradeview 2020) - The Argument For & Against Glove Sector. Pick Your Side. But Choose Wisely.
2021-01-08 16:00 | Report Abuse
Tradeview knows wat he is saying. Don bother with comedian.
2021-01-08 16:00 | Report Abuse
Erudite, nvm... ignore naysayers. We make money from gloves, he make money from Casino. Let him b
2020-12-25 18:39 | Report Abuse
Ignore naysayers. Focus on investing. Believers believe. Non-believers bugger off.
2020-12-19 14:16 | Report Abuse
genting ok la, plenty of cash. Airasia, onli gullible ppl believe in the company. Even b4 covid oredi doing badly AAX, Airasia. Govt cable help thema lot.Otherwise long time game over. Whoever buy now making mistake.
2020-12-19 14:14 | Report Abuse
BAT wrong ex buddy. BAT went thru structural change. Sold factory, move manufacturing facility. Dividend one off & big drop from b4. Not apple 2 apple comparison. Apple 2 orange.
Blog: (Tradeview 2020) - The Argument For & Against Glove Sector. Pick Your Side. But Choose Wisely.
2020-09-11 17:35 | Report Abuse
Limpek, I answer ur Q :
1. Face mask cannot compare 2 Glove at all. One is low barrier 2 entry, 1 is high barrier 2 entry. Glove esp Nitrile Glove nd years of R&D, but mask, esp 3 play face mask u buy 1 machine from china u can do it immediately. Unless N95 mask which oso nd more skills. Msia is pioneer of Nitrile tts y Msia is champion of Gloves.
2. 1 Glove factory takes 9-18 months 2 set up. Do u think new player can easily set up and fight big boys. Big boys take many years 2 achieve economies of scale. New player sure suffer losses. No one can takeover bcos market cap big, but can take placement in shares, don nd set up production line.
3. My FV? I think CIMB, Credit Suisse, CLSA, UOB report is v fair & oso consider ur worry of post Covid-19 FY 22 /23 into their valuation. U can use d assumption from those report. Just dont use Macquarie report which is garbage.
I think u shud read author write up. Explain better den me.
Blog: (Tradeview 2020) - The Argument For & Against Glove Sector. Pick Your Side. But Choose Wisely.
2020-09-11 17:02 | Report Abuse
I try 2 answer ur q :
1. I don noe wat happen in future bcos I don noe when pandemic end. If everything go bak 2 normal, I agree ASP go bk 2 normal. But in future is new normal, no old normal. Meaning, possible we r seeing shift in demand and behaviour pattern. Nothing is forever. But pandemic happen every few years. Each time glove price higher than b4. Aids, SARS, H1N1, EBOLA, Covid-19, what is next?
2. Tis one i am not worried. new players have no economies of scale, cost is not competitive, and management not skilled like big boys. All r Small players only announce news 2 push share price. Goreng kaki oni nia....
3. Tis point I agree wit u. Long term not short term. I nvr look short term. I look long term. All these companies have been growing long term not short term. Many years only bcome world champion. Valuation on normalise earnings is ok, but cannot ignore supernormal profit. Otherwise, we shud tell glove company next 1 year no nd open 4 business. Close shop. Open again 2 years later when pandemic over bcos market wont value ur next 1-2 years hardwork.
My last Q 2 u? Y u dont believe in Glove story when u c their results so good? Keep on getting better. Y u want it to die and value cheaply. Any other company can do better than Glove player in next 1-2 years? If got pls tell me, I go 2 buy now.
2020-09-11 15:17 | Report Abuse
gud sharing my fren
Blog: (Tradeview 2020) - The Argument For & Against Glove Sector. Pick Your Side. But Choose Wisely.
2020-09-11 15:16 | Report Abuse
tq Tradeview 4 tis impartial writeup. Better den IB report. Always flipflop. Limpek u sound like reasonable person. I answer ur q:
1. 2022 every get vaccine, u sure? Can u confirm 100% will happen? I don't dare 2 confirm. But if u r right, will glove demand reduce? I don dare to confirm.
2. ASP high becos demand high supply low. Good argument. But u think China can ramp up supply 2 fight Msia when Nitrile Glove r innovation product of Msia with raw material available here, not China?
3. Ok la, u compare supernormal profit in 21 to selling property. U sell property no more property. Tts y one off. But glove company still manufacturing, even ASP fall, they catch up with new capacity 2 close demand gap. So not one off.
4. Do u noe how much profit Glove company going 2 make next 1 year?
5. U value stock bcos what might happen 2 years later and ignore next 1 year. Which analyst got crystal ball c 2 years ahead but ignore next year?
2020-09-07 14:11 | Report Abuse
tq 4 d comfort. more relief now
2020-08-17 13:39 | Report Abuse
Well said! Nonsense report
2020-08-16 18:21 | Report Abuse
Don’t worry bout haters. Tis one sure can go up more. Last time I want but no one wan now back to low again can collect
2020-08-16 18:16 | Report Abuse
Me 2 but 4 me if go 2 60 sens I v happy man!
2020-08-16 17:25 | Report Abuse
Tq sir good one
2020-08-10 14:21 | Report Abuse
ya George! win big 2day la u. I c MOF company no more big shareholder, sold all. time 2 charge up
2020-08-10 14:18 | Report Abuse
wow strong 2day I see. afternoon will most surely confirm break 30 sens. Volume big big & weak holders flushed out
2020-08-09 22:42 | Report Abuse
I don noe wat u saying pts222 but let’s just 2gether!
2020-08-09 22:41 | Report Abuse
Wah rm1.7 Friday den fall back. Boleh rebound monday?
2020-08-09 22:39 | Report Abuse
Tak payah takut. Tis 1 v steady bom pipi. Fokus logic FA. RM2 coming soon again
2020-08-09 22:37 | Report Abuse
Well done George! Agree wit u. I hoot Monday
2020-08-06 16:47 | Report Abuse
every1 neglect, soon ur turn ok? Dw, Reisin price fall, cost of material fall, profit rise!
2020-08-06 16:46 | Report Abuse
finally CCK jalan oso. Wait till my neck long long liao
2020-08-06 16:45 | Report Abuse
Yes! hexza limit up finallyyyy
2020-08-02 15:28 | Report Abuse
Agreed! Gud one
2020-08-01 21:08 | Report Abuse
V funny. I noticed tis stock somehow i3 forummers oways don like. When don go up, scold & condemn. When go up say Fake & trap. But oredi go up since low 1.15 until 1.40. Still fake meh? Reach RM2 only not fake bull ?
2020-07-26 23:04 | Report Abuse
A person who talks wit no common sense might as well b silent
2020-07-21 10:29 | Report Abuse
nice finally wait so long. Tis time is real. 22.5 sens now!
2020-07-19 20:50 | Report Abuse
Too slow too mellow. My patience is running thin
2020-07-19 16:43 | Report Abuse
Oways move den drop bk. others lousy stock can fly but not tis wan
2020-07-19 16:35 | Report Abuse
Hexza was already making new high b4 selloff due 2 gloves. Now gloves r bak maybe time 4 hexza 2 go bck above 1.30 next wk
2020-07-11 21:32 | Report Abuse
My patience running out but longer d accumulation stronger d breakout. Look at one of my best call of 2020, opensys! 34-38 sens 4 super long time. Now 200% d
2020-07-11 21:29 | Report Abuse
Slow & low volume. When will volume come in. Dufu almost rm6, JCY & Notion oso Jalan. Don keep me waiting long time
Blog: Attention to TY YAP! 988 大城心事 | 020721 - 输手套 倾家荡产 企图自杀
2021-07-05 22:40 | Report Abuse
read book better, dont waste time on Fake Guru