Posted by Trump2020 > 2021-02-05 08:43 | Report Abuse

Great

Posted by LossAversion > 2021-02-05 08:47 | Report Abuse

Was an analyst prior to retirement. If you want to trust research houses, you must also do your own homework too! Be smart, Act smart, Think smart....No one is God here!

Posted by Goldberg > 2021-02-05 10:05 | Report Abuse

These ANALYST REPORTS by IBs are written -under the command of their Big Bosses essentially for manipulation purposes as opposed to investment.

A ' caveat emptor' must be attached to these 'toxic' reports esp the ones by JPM.

So readers beware !

Posted by vvcb > 2021-02-05 10:44 | Report Abuse

Thanks again ominone for a good writeup.

Posted by FCTITAN > 2021-02-05 10:44 | Report Abuse

I like how this is an analysis and not a pure "hardsell", valid and logic arguments that persuade you to hold the stock and not like a broken recorder that keep repeats the same thing all over again.

Posted by gladiator > 2021-02-05 12:11 | Report Abuse

If there is a strategy call pump and dump, then there is also a reverse strategy dump and collect.

Posted by gloves63 > 2021-02-05 21:39 | Report Abuse

One of the best article ever written. Well done bro.

Posted by 8888_ > 2021-02-05 21:40 | Report Abuse

IB TP can trust 100%?

Posted by SpideySense > 2021-02-05 22:36 | Report Abuse

Bro, I've just finished reading all your articles as far back as Dec, have to say I'm really impressed. Keep up the good work, can't wait to learn more from your insightful analysis.

Posted by MatKoh > 2021-02-05 23:08 | Report Abuse

Ominone. Great article and detailed analysis. Never doubted Super's potential growth and reading this after another week of sell--down is refreshing indeed. Believe it would help to calm the nerves of panic sellers too.

Posted by Gaussian > 2021-02-06 10:26 | Report Abuse

All analysts are crooks.

Posted by CharlesT > 2021-02-06 10:45 | Report Abuse

All IBs r crooks no matter they gave high or low TP on glove...to be fair...

Cannot just blame those gave low TPs r crooks due to yr personal interest..lol

For example Affin Hwang gave TP rm100 for TG...crook or not?

Posted by jon86 > 2021-02-06 10:46 | Report Abuse

Excellent research and analysis, put most so call IB research in the dustbins due to ulterior motives of fooling the retail investors. Will definitely hold on to Supermax, TG and Harta shares and accumulate more on dips.

Posted by dumbdumb123 > 2021-02-06 10:52 | Report Abuse

Great read. All the dumb analysts should it too. People often have too much respect for these foreign IBs and their opinions. The truth is, they may have vested interests, or really, they know very little. Small brains and intellect.

Posted by CharlesT > 2021-02-06 10:55 | Report Abuse

When they gave high tp on yr stocks they are good n not dumb...

Posted by Goldberg > 2021-02-06 12:09 | Report Abuse

Per Edge- CEO Briefing - dated 5th Feb 2021-
--------------------------------------------
Regardless of what the manipulative IBs say, the GLOVE sector is still the best sector to invest in.
Here's the reason why-

Rising NPLs ( Bad bank Loans) paint bleak picture of economic recovery-

1-Impaired loans creeping up every month in 4th qtr 2020
after loan moratorium ended Sept 30

2-NPLs reached 9-year high of RM28.7b end-2020
RM24.9b in Sept 2020 , NPL rose to RM25.7b in October ,RM27.8b and RM28.7b in Nov and Dec respectively

3-Ratio of NPL to total loans rose in tandem 0.84% in Sept 2020 to 0.87% in Oct, 0.95% in Nov and 0.99% in Dec

4-Household sector, wholesale, retail, restaurants, hotels , finance, tourism, gaming will be hardest hit and take years to fully recover.

Vaccines will not eradicate the pandemic- ie not a silver bullet per WHO as new variants spread worldwide.

Latest news on FDI in Malaysia. So much for recovery stocks. Glove is still the safest.

https://www.straitstimes.com/asia/se-asia/foreign-investment-in-malays...

Posted by sutp > 2021-02-06 14:40 | Report Abuse

Excellent research. Really valuable insights. You must have spent a lot of time writing it up. Thanks a million bro.
A recent article in Bloomberg, titled "When will life return to normal", calculated that it may take up to 7 years. All glove companies will be making hay for a long time!

Posted by sensonic > 2021-02-07 11:09 |

Post removed.Why?

Posted by newbie8080 > 2021-02-07 15:47 | Report Abuse

It's good to have research house around.
They bring company details when doing company interview and site visits.
These details are presented meticulously.

However, it's up to you to interpret the details rather than trusting their theories and buy/sell call.

Posted by Michael Kwok > 2021-02-07 22:39 | Report Abuse

Share upward depend on demand and supply.Not all increase in profit will translate into super higher price.Depend market pattern.

Posted by siradrian > 2021-02-08 15:35 | Report Abuse

Dare say this report trumps most IB reports...

Posted by RainT > 2021-02-10 10:59 | Report Abuse

READ