Posted by riko > 2017-11-16 16:11 | Report Abuse

bai bai ... abcd...abcd...abcd...abcd...

where are you ... come to help...

Posted by ks5S > 2017-11-16 18:01 | Report Abuse

Take turn go up
Top glove first
Then harta
Today kossan
Maybe the next one is comfort

Posted by riko > 2017-11-16 18:07 | Report Abuse

i guess next is supermx , because the report will be out this month , Comfort is on Dec.

Posted by ks5S > 2017-11-17 07:42 | Report Abuse

This comfort is growing into adult. Dont sell. You sell i will buy your share. See who regret later.

Posted by VFTRADER > 2017-11-17 15:14 | Report Abuse

Assuming FQ3 qtr cap is 1.15b with 1000pcs/pkt glove sell at US$26 (RM110).
Est Rev=RM127mil. NP (9.5%)=RM12mil. EPS=2 sen.

EPS only 2 sen. so who wanted to sell pls go ahead. ks5s want to buy...

Posted by BodohStock > 2017-11-17 15:32 | Report Abuse

hmm... same pattern for past few week ? especially friday.. ongoing pump or ongoing dump ?

Posted by ks5S > 2017-11-17 20:26 | Report Abuse

Today supermax up. The baton now pass to comfort. Monday sure up to break 1.13 resistance

Posted by bpt1 > 2017-11-18 12:36 | Report Abuse

I think Comfort net profit margin will rise higher than 9.5% due to these reasons;

1. latex cost down in Apr-Jul average RM573 from Feb-Apr RM723 that is a decrease of 20% given raw materials stock holding of 3 months

2. their operating overheads would remain relatively stable as cost control is part of the management focus point, in fact it gradually decreased over previous quarters trend

3. higher sale volume from production capacity expansion and sustained high market demand as generally reflected by other glove counter quarterly reports

These three factors is sufficient to overcome the impairment of USD exchange rate during this period.

Posted by ks5S > 2017-11-18 14:10 | Report Abuse

good summary.
anywhere those who don't believe, pls sell to me on monday.
I'm waiting to buy from you.

Posted by VFTRADER > 2017-11-19 14:10 | Report Abuse

https://www.8020sourcing.com/china-epa-crackdown-shuts-down-tens-of-thousands-of-factories-with-no-end-in-sight/

This has created big supply impact to industry that use coal as main energy for production and
Vinly glove is one of them. Vinly glove price has increase almost 40% within 6 months time due to supply shortage and buyers has switch to nitrile glove as replacement.

So glove bull run is just started and the bull will keep running until the crackdown is over.
Msia glove factories is running at full cap but still cannot support the shortage.
Due to the shortage, international buyers are willing to offer good pricing for glove.

So big 4+1 big bosses are laughing to the bank.....

Posted by ks5S > 2017-11-19 14:43 | Report Abuse

those don't believe on the good outlook of msia glove industry, pls sell out on monday.
I willing to buy from you all the share you have.

Posted by VFTRADER > 2017-11-19 16:27 | Report Abuse

The impact is as big as 600units 40ft high containers per month.

Below est glove qty for 20ft container= 5mil pcs
Est 40ft high containers = 12mil pcs x 600units = 0.72b/month shortage.


https://www.alibaba.com/product-detail/MOQ-20ft-container-of-vinyl-gloves_60504149992.html?spm=a2700.7724857.main07.58.5bfd805agmdzgP

Posted by riko > 2017-11-20 11:20 | Report Abuse

another sell down day...

Posted by ms888 > 2017-11-20 12:01 | Report Abuse

Collecting

Posted by isupertrader > 2017-11-20 13:49 | Report Abuse

Collecting more ...lol

Posted by riko > 2017-11-21 10:24 | Report Abuse

another sell down day... .... aliduya...

Posted by amet2017 > 2017-11-21 14:05 | Report Abuse

Glove makers QR are good

Posted by ks5S > 2017-11-21 14:29 | Report Abuse

supermax just announce their result . Super good result
comfort coming soon. Anyway , those cannot hold, pls sell to me.

Posted by vxpoison > 2017-11-21 20:27 | Report Abuse

0.800 了嗎？還沒有啊？不要緊，我遲些再問過。。。哈哈哈哈！

Posted by riko > 2017-11-21 21:22 | Report Abuse

hahahha ... tomorrow hoseh liao .....
poison ... look at your rubberex ...

Posted by vxpoison > 2017-11-21 21:49 | Report Abuse

Rubberex not mine factory wor.. Hahahaha....& why u always look down on rubberex? I just came back to look see you in Comfort after few round profit in the Tech section.

How had you been riko? still kaki kong kaki song here? up also win down also win right?

Hahahahaha.... Anyway, back to the topic, I am paying some attention to glove section again since there's an outbreak in Korea. But I will wait for Comfort to RETRACE to the best entry price probably somewhere around MA200.

Oh yeah riko... Can you ask Comfort boss if he will R&D some new glove like what Harta did lately since you sleep next to Comfort factory checking their containers everyday. We will appreciate your input on this part... Go make yourself useful tomorrow..

Posted by riko > 2017-11-21 22:08 | Report Abuse

Comfort no need to do anything ... but all the comfort i3 guys will need your help here to say 0.8.

don't believe ... see tomorrow , remember don't disappear no matter it up or down.

many thanks to you first. !

Posted by amet2017 > 2017-11-21 22:14 | Report Abuse

On what basis is this 0.8? why not 0.7 or 0.6?

Posted by vxpoison > 2017-11-21 22:16 | Report Abuse

I got some Intel said top glove is gonna acquire Comfort later by end of this month.

Posted by riko > 2017-11-21 22:18 | Report Abuse

i think so ... and the acquire price is 0.8 only ...

Posted by vxpoison > 2017-11-21 22:30 | Report Abuse

U learn fast riko... Good boy.

Posted by riko > 2017-11-22 09:42 | Report Abuse

the power of 阿毒仔... poison.
thanks thanks

Posted by vxpoison > 2017-11-22 10:46 | Report Abuse

The acquisition news coming soon... Buy buy buy.

Posted by vxpoison > 2017-11-22 11:09 | Report Abuse

Got big kaki bought in today. Plan change... BUY now quickly for reversal!

Posted by tianwang > 2017-11-22 11:21 | Report Abuse

aiyo...really or not..very confuse me leh...

Posted by tehckosong > 2017-11-22 11:35 | Report Abuse

I think to sell my Supermax & buy Comfort now. Hope Comfort will fly like the big 4!

Posted by pilot20 > 2017-11-22 11:45 | Report Abuse

still holding this. manage to get a bit more yesterday

Posted by riko > 2017-11-22 11:47 | Report Abuse

hahahhahahahahahaha 阿毒仔.

stick to your plan at 0.8 .... don't let us laugh you.

mana big kaki ??? the volume is low as of now for Comfort.

Posted by vxpoison > 2017-11-22 12:11 | Report Abuse

Diam la riko... Go check containers la or tonight no dinner for u.

Posted by vxpoison > 2017-11-22 12:12 | Report Abuse

Big kaki slowly collecting today... Buy buy buy

Posted by vxpoison > 2017-11-22 12:34 | Report Abuse

買吧了。大戶進場了。不要再講東講西了。平高平底都買。消息要來了。

Posted by riko > 2017-11-22 13:12 | Report Abuse

大家要跟...阿毒仔... sure win.

Posted by vxpoison > 2017-11-22 13:18 | Report Abuse

Harta going into top 30 CI.. Top glove must be more aggressive this time round.

Diam la riko... Go check container... I m pushing the price for u.

Posted by riko > 2017-11-22 13:37 | Report Abuse

thanks poison guy

Posted by riko > 2017-11-22 16:11 | Report Abuse

阿毒仔.... your power looks not very kuat now ... up 2c only.

Posted by amet2017 > 2017-11-22 16:16 | Report Abuse

aiyo comfort also now got syndicate aa

Posted by vxpoison > 2017-11-22 16:34 | Report Abuse

Diam la riko... Buy only.

Posted by vxpoison > 2017-11-22 16:36 | Report Abuse

Harta sudah sky high after joining the top 30 CI group.. Next is comfort liao with big kaki collecting today.

Posted by vxpoison > 2017-11-22 16:36 | Report Abuse

Diam Diam la riko if u don't want to average up. Go check the containers...

Posted by riko > 2017-11-22 17:41 | Report Abuse

阿毒仔... yes , today got big kaki ... kaki really big. (腳發炎,肿了)

Posted by vxpoison > 2017-11-22 18:36 | Report Abuse

Auntie riko...u got check the container not? Inside got glove not? Don't cincai cincai count u know. Empty container don't count OK!

Aiyo auntie...i ask u Diam Diam, I m pushing the price here with big kakis...

Auntie riko... 講技術面, 你會條鐵麼？smartinvestor1 就pannai la... 靜靜自己一直買... 他昨天一堆 comments 又delete 完了.

Posted by riko > 2017-11-22 18:52 | Report Abuse

我蛇么淋都不懂....就只会淫钱。
如果没有你....的出现..我又淫不到。

Posted by vxpoison > 2017-11-22 19:25 | Report Abuse

你懂就好，當年我們一盒飯兩個人吃守住comfort 0.600 到今天，沒有我，你那裡有今天？

Posted by riko > 2017-11-22 19:32 | Report Abuse

有道理

Posted by vxpoison > 2017-11-22 20:17 | Report Abuse

ks5S 也在靜靜收票....哈哈哈哈！