Posted by stockraider > 2020-12-12 12:18 |

Post removed.Why?

Posted by CharlesT > 2020-12-12 12:20 | Report Abuse

If JP Morgan's bullshits cut in TP can really make glove co prices to drop 30% to 50% then u should be happy to collect more mah...why so scared n complaint so much leh..

Of course if u r suffering huge paper loss now n under margin financing then sorry u hv valid reasons to scare n can screw JP Morgan 99...n prepare for possible margin call soon...amen

Posted by CharlesT > 2020-12-12 12:21 | Report Abuse

Stockraider the odds of winning is still much higher than yr rubbish netx which u lost badly lah

Posted by CharlesT > 2020-12-12 12:21 | Report Abuse

Are u trying to teach a duck how to swim???? Lol

Posted by stockraider > 2020-12-12 12:22 | Report Abuse

WHERE GOT LOSE LEH ??

I WON 2 MYV ON NETX MAH...!!

Posted by CharlesT > Dec 12, 2020 12:21 PM | Report Abuse

Stockraider the odds of winning is still much higher than yr rubbish netx which u lost badly lah

Posted by CharlesT > 2020-12-12 12:23 | Report Abuse

2 Myvi..
Wah very good woh...as good as Calvin loh....

All make money nobody lose

Posted by Edgelord > 2020-12-12 12:25 | Report Abuse

JPM’s a joke. 90$ Tesla TP when the stock’s trading at 650$. Last year when BTC hit 20k$, JPM was painting BTC as a fraud. But look at where both $TSLA and BTC are right now. When JPM say sell, I buy lol.

Posted by stockraider > 2020-12-12 12:25 | Report Abuse

JPMORGAN FINDINGS ARE VERY SENSIBLE WHERE GOT BULLSHIT LEH ?

Glove production capacity, they noted, is expected to grow 87% in the next three- to five years from this year’s, with 130 billion pieces per annum capacity to come from the big four glove makers of Top Glove, Hartalega, Kossan and Supermax Corp Bhd, and 20 billion pieces more from non-conventional players.

“The most worrying factor is oversupply, as we see not only significant capex plans from the big four producers but also from new players. While it is hard to measure the potential oversupply, we can take a leaf from the crude palm oil industry which saw a decade of oversupply post a supernormal cycle in the early 2000s,” they noted.

Additionally, glove makers' profitability is expected to be negatively affected by higher raw material prices and rising labour costs. "Pressure on foreign workers' treatment has and will continue to lift opex. Board members of certain glove producers have also asked for a raise in board fees. All these will add to higher opex and erode margins," they wrote.

Amid all this, they think the upside potential for glove stocks may be capped, with retail and foreign participation having reached all-time highs.

Malaysia’s government linked funds are the only hope to lift the sector, they wrote, yet they have also been trimming their exposure recently.



CharlesT If JP Morgan's bullshits cut in TP can really make glove co prices to drop 30% to 50% then u should be happy to collect more mah...why so scared n complaint so much leh..

Of course if u r suffering huge paper loss now n under margin financing then sorry u hv valid reasons to scare n can screw JP Morgan 99...n prepare for possible margin call soon...amen

Posted by CharlesT > 2020-12-12 12:28 | Report Abuse

Next time u hv to pay me copyrights by reposting my comments in so mamy threads...

Even u admire me very much also hv to pay me copyrights..


Mayb i give u some discounts lah friend friend

Posted by stockraider > 2020-12-12 12:30 | Report Abuse

I THOUGHT U WANT TO COLLECT CHEAP CHEAP MAH...!!

I SPREAD YOUR POST LAH....!!

I HAVE NOT CHARGE U FOR ADVERTISING & MARKETING FEES WOH...!!


Posted by CharlesT > Dec 12, 2020 12:28 PM | Report Abuse

Next time u hv to pay me copyrights by reposting my comments in so mamy threads...

Even u admire me very much also hv to pay me copyrights..


Mayb i give u some discounts lah friend friend

Posted by CharlesT > 2020-12-12 12:32 | Report Abuse

JP Morgan oredi did the job for me lah..

Later on all yr posts will be disappeared...u hv many supporters in i3 one..lol

Posted by Sslee > 2020-12-12 12:33 | Report Abuse

Haua now stockraider is overjoy that he is leading his bet of Insas against Philip' QL

Posted by CharlesT > 2020-12-12 12:36 | Report Abuse

QL still leads lah

Posted by ooi8888 > 2020-12-12 12:40 | Report Abuse

JP Morgan only know how to jiak sai... from stockraider

Posted by Sslee > 2020-12-12 12:41 | Report Abuse

CharlesT you must add in 2cents dividend for 2 years into Insas current price

Posted by stockraider > 2020-12-12 12:45 | Report Abuse

CHARLES U NEED TO BE READY TO BELANJA BAH KUT TEH LOH...!!


Posted by Sslee > Dec 12, 2020 12:41 PM | Report Abuse

CharlesT you must add in 2cents dividend for 2 years into Insas current price

Posted by CharlesT > 2020-12-12 12:48 | Report Abuse

I dont want to c his face lah...will donate rm500 to his orphange in Klang if i lose then.....

Posted by stockraider > 2020-12-12 12:51 | Report Abuse

THE DONATION IS OPTIONAL...BELANJA BAH KUT TEH IS MANDATORY IF U LOSE MAH!!


Posted by CharlesT > Dec 12, 2020 12:48 PM | Report Abuse

I dont want to c his face lah...will donate rm500 to his orphange in Klang if i lose then.....

Posted by CharlesT > 2020-12-12 12:51 | Report Abuse

No appetite to eat if i see his face loh...lol

Posted by stockraider > 2020-12-12 12:55 | Report Abuse

IF U WIN GOT APETITE LOH...!!

Posted by CharlesT > Dec 12, 2020 12:51 PM | Report Abuse

No appetite to eat if i see his face loh...lol

Posted by abang_misai > 2020-12-12 13:01 | Report Abuse

100% support the JPMorgan's views

Posted by Sslee > 2020-12-12 13:17 | Report Abuse

MNRB now already 1+ who know by year end it spike up to 1.40

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

Or QL drop below 5 as EPF everyday selling QL non-stop.

Posted by Fong Kh > 2020-12-12 13:23 | Report Abuse

EPF needs money for public withdrawal

Posted by pvd_investor > 2020-12-12 13:42 | Report Abuse

https://www.theedgemarkets.com/article/heres-what-top-glove-has-say-about-sustaining-its-super-profits

Posted by sign's uncle > 2020-12-12 13:51 | Report Abuse

i think jp morgan n foreign funds are finally taking notice of our gloves champions. why buy high when u can buy low forst then say good later?

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

Please make sure they pushed down to 3.50.

Posted by jolow > 2020-12-12 14:11 | Report Abuse

free fall on monday.

Posted by Targeted > 2020-12-12 15:06 | Report Abuse

Short squeeze coming...... Too obvious.....

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

Desperado Shorties

Posted by LaoTzeAhSir > 2020-12-12 15:16 | Report Abuse

CharlesT you don't believe in Ooi Teik Bee and paperplane and purebull glove calls?

Posted by LaoTzeAhSir > 2020-12-12 15:16 | Report Abuse

JPMorgan Y.Y.Cheah you're piece of useless shit.

Posted by LaoTzeAhSir > 2020-12-12 15:18 | Report Abuse

Jeffrey NG and Y.Y. Cheah the noob CFA. how about Tesla TP $90? what's the share price of Tesla now? what's your motive behind your useless article? kindly enlighten us. I have sold all my glove shares at good profits. so I'd like to thank you first.

Posted by LaoTzeAhSir > 2020-12-12 15:21 | Report Abuse

glove hype might fade off, but the cash that they earned are already putting them in a position ways ahead and that many lasap companies preached by stockraider would never achieve, not even 5% of it.

Posted by jolow > 2020-12-12 15:22 | Report Abuse

aiyah... orang cari makan sajalah.
tak payah critize oranglah. You jual and you beli , you sukalah

Posted by LaoTzeAhSir > 2020-12-12 15:22 | Report Abuse

Btw this useless report I already received on Fri morning. those who think it's not priced in yet, it's not, only you have a poor accessible to these sources.

Posted by Cash Only > 2020-12-12 17:22 | Report Abuse

https://www.facebook.com/watch/?v=1046002255918514

Posted by sostupid > 2020-12-12 18:44 | Report Abuse

just cut the crap and don't waste people's time.
Just buy aeon 6599 to make money- because the counter is simple, easy, and essential...to daily life after pandermic era time over. stock is stock, glove is glove, glove is good sell or not go see supermarket, no go see stock mkt because stock mkt is for selling stock and not for selling gloves. don't b a dog pupu or shit or dog shit i mean.

Posted by Jack Khan > 2020-12-12 19:16 | Report Abuse

Put your bets now to find out the answer on Monday!

Posted by 118168 > 2020-12-12 23:11 | Report Abuse

If you thinks will up then you sailang buy loh! If you think can go down..sell your holding or dun buy if you tiada glove counter .Simple only. Win or lose also your own money. ha! ha!

Posted by stockraider > 2020-12-12 23:13 | Report Abuse

IF YOUR SOHAI TEAM SO CAPABLE, THE GLOVES STOCK WOULD NOT BE FALLING ALMOST ALMOST EVERYDAY FOR THE PAST 1 MTH LOH...!!

UNTIL SOHAI WEE NEED TO SPEND MORE THAN RM 1 BILLION TO SUPPORT THE SHARE PRICE LOH...!!

Posted by Morpheus61 > Dec 12, 2020 11:07 PM | Report Abuse

stockraider, our team includes data Analysts who are very capable of scraping you and your ilk out of your misery of trying too hard to convince people that JP Morgan and Macquarie are right. DO NOT MAKE US DO THAT.

Posted by 118168 > 2020-12-12 23:13 | Report Abuse

By Chinese new yeaR. YOU WILL KNOW...IF GLOVE COUNTER MASUK drain!!!lET WAIT ANd SEE..

Posted by stockraider > 2020-12-12 23:21 | Report Abuse

YES IT IS OVER LOH...!

BETTER ABANDON SHIP MAH...!!

Posted by 118168 > Dec 12, 2020 11:13 PM | Report Abuse

By Chinese new yeaR. YOU WILL KNOW...IF GLOVE COUNTER MASUK drain!!!lET WAIT ANd SEE..

Posted by EngineeringProfit > 2020-12-12 23:25 | Report Abuse

Operators aka the House had..over disposed

....too much in retailers' hands now

How to recollect the tickets?

Pay JP lah...hehe

Posted by supersaiyan3 > 2020-12-13 09:46 | Report Abuse

Haricut, got JPM projected financials?

Haricut, I would think the real shaker comes from "vaccine=cure". (mRNA produces antibody which can instantly cure the COVID patient). I haven't seen anybody talks about this but I guess people will realise that in a few weeks.

Posted by Jokers2020 > 2020-12-13 10:28 | Report Abuse

supernormal cycle is over but there can be another pandemic occurance,who knows.

Posted by EngineeringProfit > 2020-12-13 10:30 | Report Abuse

JPM can predict the next pandemic.....

(but they'll keep this news till TG down to 3.50 first....haha)

Posted by stockraider > 2020-12-13 11:06 | Report Abuse

BECAREFUL OF GLOVES LOH....!!

DEMAND ALREADY PEAK MAH....!!

WHEN DEMAND NORMALISE LEH..!!

JUST TOPGLOVES ALONE ITS CAPACITY CAN PROVIDE FOR THE WHOLE WORLD REQUIREMENT LOH...!!

There is no doubt other glove companies will be making super-normal profit for some time but it will be unfathomable to expect that trajectory of profit increases to continue.

"As the world starts rolling out vaccines and as more people get inoculated against Covid-19, then the catalyst for the huge profits would increasingly get muted. The argument that the vaccine rollout will require the use of gloves is true but much of that will be one time use. The world has a population of 7.8 billion people and 16 billion pieces of gloves, or 32 billion if there needs to be two injections, to administer a vaccine to each and every person. Top Glove alone makes way more than that".

Then there is competition from new suppliers. Germany is starting to make rubber gloves seeing the demand and profits companies are making, which would indicate that the barriers of entry are not high for a business that can be automated to a way larger degree than it is in Malaysia. Then there is the production increase from existing manufacturers and new players just in Malaysia that are entering the business.

The glove players will make more money than prior to the pandemic but how will the supply dynamics change and prices react will bear watching over the long run.

THAT MEANS GLOVES SHARE PRICE BOUND TO CRASH BCOS OF OVER CAPACITIES & FALLING DEMAND LOH....!!

Posted by stockraider > 2020-12-13 11:27 | Report Abuse

Just sell gloves & switch to very safe insas mah...!!
U still can make another 100% with insas loh...!!

STAY ON TRACK WITH INSAS, U DEFINITELY WILL MAKE MONIES MAH...!!

FUNDAMENTALLY VERY SOUND MAH....!!

JUST BUY LOH...!

Get ready for the coming big upside potential of insas in view of its growth potential, value rerating and big improvement in financial stock business mah....!!

Jump in & buy big b4 too late loh....!!

INSAS IS A MISUNDERSTOOD STOCK LOH....!!

IF U LOOK BACK AT INSAS FOR PAST 10 YEARS, IT HAS BEEN CREATING VALUE NON STOCK ALMOST EVERY YEAR WITH INCREASING SHAREHOLDER FUND MAH...!!

THATS THE REASONS WHY ITS NTA GROW FROM RM 1.00 SAY 10 YEARS AGO TO ALMOST RM 4.00- 5.00 AS AT NOW MAH...!!

INSAS BIGGEST WINNER LIKE INARI, CONTRIBUTE MORE THAN RM 1.4B MARKET CAP & SMALLER WINNER LIKE SENGENIC CAN CONTRIBUTE MORE THAN RM 60M LOH...!!

SMALL INVESTMENT LIKE OMESTI & DGSB ARE DOING EXTREMELY WELL LOH...!!

INSAS IS LIKE BERKSHIRE HATHAWAY BUSINESS MODEL LOH...!!

BUT UNLIKE BERSHIRE, ACTUALLY INSAS IS BETTER IT PAYS DIVIDEND BUT BERSHIRE DON'T PAY LOH...!!

THOSE INVESTING IN INSAS IS GETTING COMPOUND GROWTH RETURN AVERAGING 10 TO 12% PA EVERY YEAR LOH....!!

IF U BUY INSAS NOW U R PAYING RM 0.865 FOR A FAIR VALUE OF RM 4.00 IN INSAS LOH....!!

A GREAT INVESTMENT LOH...!!

BUT MOST EXCITING PART THIS INSAS IS GROWING WITH GOOD PROFITABILITY MAH!


Just look at the amazing growth track record of value creation of insas for the past 10 yrs

Sept 2020- Nta Rm 2.75

June 2019- Nta Rm 2.62

Dec 2018- Nta Rm 2.54

Dec 2017..Nta rm 2.49

Dec 2016 ...Nta Rm 2.18

Dec 2015..Nta Rm 1.96

Dec 2014..Nta rm 1.82

Dec 2013 nta..rm 1.71

Dec 2012 nta ..rm 1.51

Dec 2011 nta..rm 1.38

Dec 2010 nta...rm 1.22

Dec 2009 nta ..rm 1.14

INSAS IS GROWING STRONGLY MAH....ONLY THOSE PEOPLE DO NOT UNDERSTAND BERKSHIRE HATHWAY BUSINESS MODEL ARE SAYING INSAS HATHWAY BUSINESS MODEL ARE LOUSY LOH...!!

BUT INSAS BUSINESS MODEL ARE SAME SAME MAH, IN FACT INSAS GENERATE COMPOUND EARNINGS OF 12% PA SAME SAME AS BERKSHIRE WOH..!!...HOW COULD BE BERKSHIRE VERY GOOD & INSAS VERY BAD LEH ??

Posted by Keyman188 > 2020-12-13 12:57 |

Post removed.Why?