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36 comment(s). Last comment by abang_misai 2020-12-12 13:53

gemfinder

6,880 posts

Posted by gemfinder > 2020-12-09 13:55 | Report Abuse

ABSOLUTELY TRUUE. only waterfish go chase

abang_misai

2,526 posts

Posted by abang_misai > 2020-12-09 14:14 | Report Abuse

Better mobilse your energy and resources into the-now-off-the-radar YTL. The upcoming themeplay is cement & HSR.

Cyrogx6

183 posts

Posted by Cyrogx6 > 2020-12-09 14:33 | Report Abuse

Pasar Malam analysis

Give facts & give figures
EPF still have at least 5% in TG yea
might as well they dispose all if they know your crystal-ball fortune telling postings

This one all we know already la

Posted by Beginner_Newbie > 2020-12-09 14:57 | Report Abuse

EPF selling because they need to accumulate cash on hands and standby for the government schemes; withdraw $10k from EPF account. You really think EPF have so much cash on hand meh?

greedy44444

2,494 posts

Posted by greedy44444 > 2020-12-09 15:31 | Report Abuse

Must buy those companies that incurred huge losses only the prices will move up.

paperplane

21,604 posts

Posted by paperplane > 2020-12-09 16:31 | Report Abuse

aiyo comeon loh. WHAT OVER SUPPLY? please give correct pic to ppl. I HEARD OVERSUPPLY SINCE SARS TIME. Demand always far exceeding supply. Guna otak mah

paperplane

21,604 posts

Posted by paperplane > 2020-12-09 16:33 | Report Abuse

I also dont mind to be waterfish. ONLY SORCHAI chasing speculative stock is waterfish loh. when all ppl call for selling lah, apa LJ theme over lah, overprice lah, over supply lah. all bullshit.

I only listen to industry players, which obviously sorchai here is not. Insider knows much better than you all mah. wakaka.

paperplane

21,604 posts

Posted by paperplane > 2020-12-09 16:36 | Report Abuse

only ppl trading looking at price think they smart, which always proven as sorchai. What overprice i also dunno.

P/E DROP from 50-60 range BEFORE COVID to current around single digit already.

WILL GLOVES GO BANKCRUPCY AH? Because over supply ah. look at SARS alredi you got answer. 2 years maximum a pandemic end, what happen later years?

DONT BE SHORT TERM PLAYERS LIKE AUNTIE IN PASAR LOH

abang_misai

2,526 posts

Posted by abang_misai > 2020-12-09 16:52 | Report Abuse

who's so-chai who's not - let the price action does the talking. hehe

paperplane

21,604 posts

Posted by paperplane > 2020-12-09 16:54 | Report Abuse

price from what point? 10yrs ago or 5yrs ago. Both i earning kao kao.
only short term sorchai play glove like goreng stock macam misai sorchai

paperplane

21,604 posts

Posted by paperplane > 2020-12-09 16:55 | Report Abuse

you earn>100%, can drop >100% balik ah, guna otak mah, maths fail is it

abang_misai

2,526 posts

Posted by abang_misai > 2020-12-09 17:01 | Report Abuse

I just keep laughing.

sanjanx

112 posts

Posted by sanjanx > 2020-12-09 18:03 | Report Abuse

1. Can this QR be replicated in the 2QFY2021? If not, share price uptrending cannot be sustained. Period.

Your first question already show you are stupid.Can this QR be replicated in the 2QFY2021? Of course, is just 2.5 months away and the report will be out plus minus 3 months from now as the 1QFY2021 is out just today. The order book is full until FY2022 so why the QR results cant be replicate or even better then 2QFY2021?
I can keep on debating and give more facts but there is no point arguing with a foolish person like you

sikusiku

57 posts

Posted by sikusiku > 2020-12-09 18:24 | Report Abuse

"Supply will flood the market, outstripping demand."

MARGMA disagrees with you.

Between your opinion and MARGMA's, I think I'll take MARGMA's.

pBlue

803 posts

Posted by pBlue > 2020-12-09 19:30 | Report Abuse

The better question is will Malaysian be fully vaccinated by the end of 2021?

Right now, the US has stated it will not allow the sale of a Covid19 vaccine to any nation until they are fully vaccinated. AKA America First, And Pfizer will not be able to deliver substantial amounts of vaccine beyond the 100 million doses it promised the US until late June or july. US needs about 700 million doses for its 327 million citizens

So while the US maybe fully vaccinated by the end of 2021, can the same be said for Malaysia? Malaysia may not recover from Covid19 until 2022.

If we are all so forward looking, assuming the vaccines all work... we need to consider the actual production capacity of the various vaccines and their cost. Pfizer vaccine production capacity is 1.3 billion doses a year and their vaccine is USD 20 per dose (at wholesale price to governments) and each person needs two doses. Moderna production capacity is 500m doses a year and it cost is USD 10-50 per dose, 2 doses per person.

Population of europe is 741mil people and US has 327 million. Total 1068 million people, requiring 2136 million doses.

stockraider

31,556 posts

Posted by stockraider > 2020-12-09 20:13 | Report Abuse

If topgloves very good result cannot rally the share price, that means gloves sector will be very bearish mah...!!

Thus sell off in all the gloves shares loh....!!

Posted by stockraider > Dec 9, 2020 8:08 PM | Report Abuse X

This bcos the good news already factor in the share price mah...!!

Going forward they knew the current very good profit cannot sustained mah...!!

Thus they sell ahead loh....!!

Posted by VolatileIsMyGold > Dec 9, 2020 4:59 PM | Report Abuse

Malaysian investors are the stuppidest & the weirdest in this whole wide universe

Any company makes awesome profit, they don't chase, but they dump

Then they go grabbing companies that make gigantic losses

Stockhunter88

2,031 posts

Posted by Stockhunter88 > 2020-12-09 20:30 | Report Abuse

It was the same saying e.g profit cannot sustain when tg report Q4 at 1.2b.. Turn out this Q 2.38b and yet people still saying it cannot sustain

abang_misai

2,526 posts

Posted by abang_misai > 2020-12-09 20:57 | Report Abuse

The higher the profit, the more difficult to sustain,

Posted by francesc004 > 2020-12-09 21:02 | Report Abuse

Use your brain before starting an argument

Hunter70

81 posts

Posted by Hunter70 > 2020-12-09 21:52 | Report Abuse

I think everyone entitles their own opinions and being a sensible trader, we shall not bash others. What's the point of arguing? You can disagree with his point of view. It depends on your position. I am a long term investor and in fact I am happy to see TG has such a good result. Current price adjustment may seem volatile but it does give us a good opportunity to accumulate more stocks. In fact, I do wish the price can further adjust to RM6 or even lower to RM5. TG current outlook is positive just a bit bumpy. I do believe fundamentally it is a very good company to invest in. Gloves demand will be a long term need. Today we have covid, may be we will have another SARS or highly contagious diseases in another year or so down the road.

My question to fellow TG shareholders, do you really believe the efficacy of these vaccines. I will post you a very simple scenario, What will happen if the 90-95% efficacy of some vaccines only has around 55-65% efficacy?

Now the real test begins. Lets see what is the number like in a bigger sample.

118168

135 posts

Posted by 118168 > 2020-12-09 21:54 | Report Abuse

abang misai. you are 100% betul.Nak tolong orang tapi kena hina pulak.dia orang nak kasi wang pada IB..big shark..apa lu boleh buat!!

118168

135 posts

Posted by 118168 > 2020-12-09 21:56 | Report Abuse

after 2 months. let see.ha! ha!

Cyrogx6

183 posts

Posted by Cyrogx6 > 2020-12-09 22:20 | Report Abuse

ye la yg takpaham nya
Order book dh sampai end of 2021
So apa macam ? nak question tu, pakai otaq sikit bhai

So from today till Dec 2021, Korang will say the price cannot sustain for 12 months ? Biar betiq

So dec 2020 - dec 2021 Share price drop back to rm1?

Mtrade

706 posts

Posted by Mtrade > 2020-12-09 23:28 | Report Abuse

Are you stupid? or you cant analyse? go and read TG briefing slides and see whats the figure looks like for Q2

Mtrade

706 posts

Posted by Mtrade > 2020-12-09 23:28 | Report Abuse

after 2 months later i will come back again and see who's the real sor-chai

Goldberg

2,766 posts

Posted by Goldberg > 2020-12-10 00:20 | Report Abuse

Top Glove just reported EPS 29.64 sen. Its previous quarter was 5.32 sen, an increase of 5.6 times. Supermax reported EPS 30.58 sen for its 1st quarter ending September. Its next quarter ending December will be announced in Mid-January. Based on Top Glove’s profit growth rate, Supermax’s profit should be another new record high. All serious investors must wait patiently for another 5 weeks.

spectre007

1,407 posts

Posted by spectre007 > 2020-12-10 01:34 | Report Abuse

Agree with Mtrade...
Quote from Trump: What a stupid statement that is. What a stupid statement. You know what? I hear that a lot. You make a lot of stupid statements. Haha

Vc Looi

232 posts

Posted by Vc Looi > 2020-12-10 07:15 | Report Abuse

Abang kanasai! I buying in more ya kept for more years to come so u don’t worry so much I can take the loss

speakup

25,470 posts

Posted by speakup > 2020-12-10 16:01 | Report Abuse

first it was windfall tax
then it was vaccine
now it is overcapacity
after this is what?

if Facebook, Amazon, Netflix, Google (the FANG stocks) were Malaysian stocks, dah lama bungkus dah. Malaysians dont support Malaysia's THKS stocks (TopGlove, Harta, Kossan, Supermax)

patrico8

334 posts

Posted by patrico8 > 2020-12-11 10:39 | Report Abuse

Glove industry in Msia is champion of the world and top 4 prices should be accorded 'fair value', not pasar malam prices.

CCCL

621 posts

Posted by CCCL > 2020-12-11 13:22 | Report Abuse

Correct, pasar prices due to EPF selling like ratailers. These mega cap stocks needs long term anchor investors to stabilize the price like a big mall have locked in long term tenants.

Cash Only

665 posts

Posted by Cash Only > 2020-12-12 12:39 | Report Abuse

US hit all time high covid..246.5K yesterday.. the world has reach 702K per day!!! More coming.. spore 5 cluster found.. Japan reach almost 3k per day.. Brazil 52k per day.. everyone is hitting year high.. Msia just hit 2200 last 2 days.. yesterday was 1810.. will the covid stop? Pfizer vaccine only for emergency use.. I suppose only for those above 80yrs old. Glove shall be steady having good return.

Cash Only

665 posts

Posted by Cash Only > 2020-12-12 12:41 | Report Abuse

Solution so call the best vaccine counter.. 2019.. they only have less than 17M revenue with loss of 1-2m per year.. even my Sdn BHd company having more revenue then Solution. The news say they will construct 28m factory for vac which completed in Mid2021. That means revenue only kick off n seen in SEP report which will be out in NOV2021. So what so great of the company? Actually I don't understand why not TG or any big 4 company also go and sign vac MOU.. im sure the game ball will be totally change.

abang_misai

2,526 posts

Posted by abang_misai > 2020-12-12 13:53 | Report Abuse

Whatever goes up must come down. Can you see stocks of other sectors are rising? Why so? It’s because investors are switching funds from glove to these rising stocks.

Question: Where do they get the money to buy non-glove stocks?

Answer: they must have sold some of their holding to generate cash. Gloves stocks are being sold to get the cash. Period

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