Posted by calvintaneng > 2018-10-02 21:39 | Report Abuse

RUN NOW

https://www.youtube.com/watch?v=fIFqczm86kc

Posted by calvintaneng > 2018-10-02 21:46 | Report Abuse

HIGH OIL PRICE HIT GLOVE

RUN NOW

https://www.youtube.com/watch?v=kfr8dqusBBM

Posted by apolloang > 2018-10-02 21:49 | Report Abuse

really? topglove and harta no collapse yet

Posted by steelman > 2018-10-02 21:55 | Report Abuse

comfort using gas,still can collapse?

Posted by calvintaneng > 2018-10-02 21:57 | Report Abuse

COLLAPSE OF NITRIL GLOVE SHARES WILL DRAG DOWN ALL GLOVES AS WELL

RUN FIRST

https://www.youtube.com/watch?v=kfr8dqusBBM

Posted by jolow > 2018-10-02 22:05 | Report Abuse

sohai talking
raw material price increase can pass over to customer selling price-lah.

Posted by Investor 9999 > 2018-10-03 12:02 | Report Abuse

COMFORT (TP 103 to 124 based on FY 2019 EPS of 6.9 Sen with PE range 15 to 18

I look at the results Q2 FY2019 released. Acknowledged that the result of Comfort could have been better for Q2 if not for the following non-recurring expenses

1. Share based payment RM1,524,000

2. Non-recurring one off logistics expenses RM4,400,000

The expenses is probably relating to shipments being held in US in March 2018, when the products had technical issues with US FDA for compliance which had been resolved but would have affected April sales to US.

Given that the Co had faced the impasse on the technical compliance requirements of FDA of US in March 2019 and resolved it satisfactorily, going forward we would expect shipments to normalise and sales to increase.

Another key factor is the weakening of RM against USD from 1 July of 4.05793 to 4.13993 on 30 Sept, with an average rate of 4.09893 during this period compared to average rate of 3.96129 in Q2, an increase of 3.5% would increase Comfort profit margin

I am projecting FY 2019 EPS to be around 6.9 Sen compared to FY 2018 of 6.43 Sen. Thus my valuation of Comfort using FY 2019 EPS of 6.9 Sen (1h 2019 my adjusted EPS is 2.9 Sen) with PE of 15 to 18 would range from 103 to 124. You may have to wait for next Q3 results for market to realise my valuation.

Posted by wannabeinvestor > 2018-10-03 18:15 | Report Abuse

this comfort really makes me uncomfortable..

Posted by GRACE1966 > 2018-10-03 20:09 | Report Abuse

This stupid Ks5S cheated people but we got Calvin Eagle.

Posted by abcb > 2018-10-05 10:12 | Report Abuse

Kenanga Research is retaining its underweight call on rubber gloves due to the rich price-to earnings ratio(PER) valuations and flat sequential earnings growth

Posted by SuperPanda > 2018-10-05 16:50 | Report Abuse

i hve said earlier..

-----------------------------------------
SuperPanda even though it will try to stay at rm1, when market bad, it will be the main victim for sell off
01/10/2018 09:12

Posted by hotsteel > 2018-10-06 08:45 | Report Abuse

Kenanga underweight glove sector for them to collect. They do it before underweight this sector but this sector rebound strongly later.

Posted by ks5S > 2018-10-06 12:00 | Report Abuse

you need to dream big.
price drop down little bit start calling ah ma , ah pa.
this counter can make you earn big money if you continue long term investment.

Posted by Valuespec > 2018-10-06 12:04 | Report Abuse

https://www.theedgemarkets.com/article/new-taxes-looming

Malaysia stock market sure crash once capital gains Tax for share implemented

Posted by hotsteel > 2018-10-06 12:19 | Report Abuse

Capital tax gain will kill the contra player.
Long term player like warren Buffett will make money.
So just invest comfort for long term

Posted by Valuespec > 2018-10-06 12:28 | Report Abuse

That's why Warren Buffet never sell his stock holding, cause once he sell it the US government will tax him like crazy

Posted by freddiehero > 2018-10-06 12:47 | Report Abuse

let it break 0.75

Posted by freddiehero > 2018-10-06 12:48 | Report Abuse

if cant stand it, wil b break 0.40 next.

Posted by ks5S > 2018-10-06 13:27 | Report Abuse

Im hungry to collect more and make another round big profit on this counter

Posted by lizi > 2018-10-06 13:50 | Report Abuse

big gloves also fall, this one, hmm....analyst said oversupply wo.

Posted by Alex™ > 2018-10-06 13:51 | Report Abuse

Paid Software activated.... Kiki...

Posted by ks5S > 2018-10-06 14:10 | Report Abuse

Analyst ask u to jump from klcc, you also jump ? Hahaha
Only small player follow what school boy analyst told.

Posted by ks5S > 2018-10-06 14:13 | Report Abuse

Insider told me that the analyst know nothing. They just come out from college and know nothing but only know how to write shit article with colorful graph

Posted by ks5S > 2018-10-06 14:17 | Report Abuse

I was told the trade war cause china glove producer cannot compete with msia. They will lose out and msia will increase on it demand.

Posted by ks55_ > 2018-10-06 14:29 | Report Abuse

Who buy who die. Cash is king.

Posted by hotsteel > 2018-10-06 14:58 | Report Abuse

You invest comfort like investing in coca-cola

Posted by hotsteel > 2018-10-06 15:12 | Report Abuse

ks55 ... you go and die first and bring along your cash into the coffin.

Posted by hooi > 2018-10-06 22:51 | Report Abuse

now the world full of catastrophic .... earthquake, disease....
glove demand become higher and higher.

Posted by stephyclq > 2018-10-07 04:35 | Report Abuse

@ks55_ What do you mean who buy who die??

Posted by freddiehero > 2018-10-07 08:44 | Report Abuse

aiya don b serious.. just a share. everyone got idea to share

Posted by stock_investor > 2018-10-07 09:06 | Report Abuse

Aiyo, cannot tahan then cut loss... buy harta at myr 5.5 ... i dont understand why u all choose a lagger instead of market leader? quarrel for nothing

Posted by SuperPanda > 2018-10-10 11:53 | Report Abuse

discount now but future not clear, maybe still 4m earnings next qtr, too bad

Posted by calvintaneng > 2018-10-10 16:32 | Report Abuse

musang trapped kaw kaw now

Posted by jolow > 2018-10-11 22:23 | Report Abuse

CIMB recommends Dialog Group Bhd, Genting Bhd and Westports Holdings Bhd as “defensive plays,” while AllianceDBS prefers companies that don’t rely on government contracts, especially exporters like glove producers, even if those may face risks from the US-China trade war, Ching said.

Posted by Weeyaa > 2018-10-13 15:41 | Report Abuse

top Glove , hartalega, supermx ready for reversal... this one should follow also... dont miss the bus

Posted by GRACE1966 > 2018-10-18 18:04 | Report Abuse

Be careful those are KARNINA management unlike Kossan, Top Glove and Hartelega.

Posted by Alex™ > 2018-10-18 18:10 | Report Abuse

Paid Software resilient

Posted by GRACE1966 > 2018-10-20 21:43 | Report Abuse

Hmmmm

Posted by calvintaneng > 2018-10-20 23:53 | Report Abuse

High crude oil price hammers top glove and superman as synthetic rubber cost up bad for gloves

AND weak top glove and superman will drag comfort lower. So sell early before price goes lower. Those who escape early will live comfortably. Stubborn ones will suffer losses.

Posted by calvintaneng > 2018-10-22 12:21 | Report Abuse

Top glove is down
Better sell comfort now

Posted by calvintaneng > 2018-10-23 00:13 |

Post removed.Why?

Posted by calvintaneng > 2018-10-23 08:22 | Report Abuse

Brent crude oil up!
Cost of resin up!
Cost of nitrile glove up!
Will drag down top glove and superman profits
Will also drag down comfort glove share price in tandem

So sell before price crashes back below 90 sen

Posted by SuperPanda > 2018-10-23 18:30 | Report Abuse

so what stock will keep going up dato calvin? butaland?

Posted by Wuzy > 2018-10-23 18:39 | Report Abuse

so many take profit, bear coming.

Posted by miker > 2018-10-23 18:44 | Report Abuse

Comfort produce both latex & nitrile glove lor

Posted by maktua > 2018-10-23 20:07 | Report Abuse

oil down like hell

https://www.livemint.com/Money/CExrvksFlXpylVmD8NTTnN/Oil-prices-fall-as-Saudi-Arabia-pledges-to-play-responsible.html

Posted by michaelwong > 2018-10-23 22:36 | Report Abuse

With this kind of bad continuous market sentiments keep dominating globally , keeping long term shares and averaging will gradually kills your resources unnoticed in a matter of time . Stay focused and abide by the trend is more advisable.

Posted by SuperPanda > 2018-10-23 22:42 | Report Abuse

should prepare before the bad time comes, esp when market is volatile

soon can see 85c and lower

Posted by SuperPanda > 2018-10-23 22:43 | Report Abuse

i will be fishing at 85c

Posted by freddiehero > 2018-10-25 07:32 | Report Abuse

break 25k