Posted by Rakuten88 > 2020-05-31 10:24 | Report Abuse

No reason for UMA.. Lol. Are u sick?

Posted by kelvin5349 > 2020-05-31 10:33 | Report Abuse

with the demand and profit margin/growth, the PE will subside. don't worry about PE... take an example of supermax & topglove.

--------------------------------------------------------------------------------------------
Hush77 Now the pe for gloves is 70x to 90x..
Its quite alarming that the SC or bursa havent issue any UMA..

Posted by Kimgold > 2020-05-31 10:38 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/05/30/new-found-wealth-in-glove-sector

Posted by gemfinder > 2020-05-31 10:54 |

Post removed.Why?

Posted by shadowz > 2020-05-31 11:47 | Report Abuse

Copy & paste

No need to worry about vaccine efficacy folks.
China population about 1.3 billion, they will produce for let say around 6 years only for their own citizen before others get it.
Everyone will shot their own citizen first if they find the vaccine.
So keep dreaming for vaccine if no other small populated country find the vaccine.

Posted by Boon Keng > 2020-05-31 12:03 | Report Abuse

Seem like everywhere and everyone is taking about gloves, look like need a break before surge up. Hopefully next week have a healthy retracement. Or else too hot might losing steam. For Long term still advise to hold, if trader or mid term can consider Tp and let it rest before surge.

Posted by tallman > 2020-05-31 13:51 | Report Abuse

All the sifu how is the recently political issue affect the share price?

Posted by Plastic789 > 2020-05-31 13:53 | Report Abuse

base on the total of 5.4 Billion pcs glove. (excluding the projected extra 6 production lines)

Malaysia : 40% :
North America : 21%
Asia (exclude M'sia) : 34%
Europe : 4%
Others : 1%

so far no one provide the projection ?

Posted by ImFromTheFuture > 2020-05-31 14:21 | Report Abuse

comfort still has the best growth prospect and upside on its share price compared to other glove counters

Posted by Croxxx > 2020-05-31 15:22 | Report Abuse

@tallman

Politics is not going to affect gloves. It’s a pandemic. Sales and manufacturing will continue as usual.

Posted by Fong Kh > 2020-05-31 15:34 | Report Abuse

Social unrest in America now... Monday market will be very blur I guess

Posted by vanness_lyh > 2020-05-31 16:05 | Report Abuse

Indeed monday will be very blur

Posted by skyhin > 2020-05-31 16:06 | Report Abuse

Dont worry , Oil / GLove will run show ......

Posted by Ahahah > 2020-05-31 16:22 | Report Abuse

The selling price from USD30/box to USD100 to USD120/box. A lot of people will go crazy once 2nd qtr result is out. Better buy more to keep.

Posted by ImFromTheFuture > 2020-05-31 16:32 | Report Abuse

unrest, followed by spikes in cases, and more demand for gloves

Posted by tallman > 2020-05-31 16:39 | Report Abuse

Thanks croxxx

Posted by petramaises > 2020-05-31 16:40 | Report Abuse

@plastic malaysia covid19 well controlled therefore glove demand wouldn't be that high from the average demand. I believe comfort will allocate the new 6 production lines to overseas market which has higher selling price

Posted by Ahahah > 2020-05-31 16:44 | Report Abuse

When is comfort next qtr result out?

Posted by stncws > 2020-05-31 16:49 | Report Abuse

All follow uncle.....HE LOST 90% DAYANG

Posted by ImFromTheFuture > 2020-05-31 17:00 | Report Abuse

eng of june after topglov's qr

Posted by Sarara > 2020-05-31 17:40 | Report Abuse

Director keep dispose although other clueless retailer keep buying. NT A GOOD SIGN !!! RUN !!!

Posted by Ahahah > 2020-05-31 17:43 | Report Abuse

The director need fund to support his the other listed company.

Posted by LiimInvest > 2020-05-31 18:59 | Report Abuse

COMFORT & RUBEREX – 梦醒时刻？

近期，二三线的手套股走势最为强劲。无论是Comfort、Rubberex或者Careplus，都录得至少3倍以上的涨幅。今天要探讨，这些股票的未来盈利增长真的那么厉害吗？

包括Harta和Top Glove在内，本地手套业的大部分销售来自于医疗领域。在销售量增加和价格提升的行情中，肯定是受惠程度最大的群体。 反观Comfort手套出售至多个行业，包括工业、汽车、食品工业、航空、制药和生命科学，而医疗仅占一部分。

值得一提，Comfort一直以来都专攻定制手套，也就是根据客户的各种不同要求生产，如长袖手套 (Long Sleeve)、无胶原蛋白手套 (Collagen-Free) 等等。这些都是大型手套生产商往往无法专注的市场。不打算与其他大型手套上直接竞争，而是通过提供特种手套来定位自己。

再看看外国销售，其他大型业者的出口比例占95%以上。然而，Comfort的出口比例仅是60%，其中美国和加拿大的贡献比例占21%。本地市场占整体销售的40%。以上足以说明受益程度并，没有想象中显著。

看看RHB投行的报告，之前在Q4业绩出炉后给予1.08的目标价，之后在股价大涨之际，没有任何理据的将目标价提高至3.18。两份报告的作者都不一样。

在旧报告中，使用FY21预测的RM35m盈利来计算目标价，在最新报告已经将预期盈利提升至RM44m，称得上合理，无可挑剔。然而，夸张的部分在于将FY22预期盈利从RM40m提升90%至RM76m，同时也改用为计算目标价的方式。

此外，之前计算使用的18倍PE也改为25倍。感觉上，不应该用本益比，而是改用本梦比 (Price-Dream Ratio)，来反映出幻想的境界。

现在Comfort的股价已经攀升至3.60，距离梦醒时刻还有多久呢？董事兼主要股东之一的Dato’ Lau在5月期间累积卖出近1,800万股或3%股权，套现超过RM40m。这并非是小数目，肯定不是好迹象。

值得一提，Dato’ Lau也是本地家禽股龙头Leong Hup和Teo Seng的创办家族之一。事实上，要在这2支股票身上赚到钱，谈何容易。翻看股价图就可略知一二。

再来就是浅谈暴涨4倍左右的Rubberex。其生意模式与其他大型手套业者不一样，主攻零售市场，客户对象为百货公司和超级市场。一般上，合约都是锁定在6-12个月。虽然说不愁没有生意做，但是对于目前的平均售价上涨，则不会有很大程度的受惠。

其产能使用率在疫情之前已达到顶限100%，而产能扩充活动仍在进行当中。也就是说，短期内没有新产能上线。新厂房原本预计在7月开始投产，不过已经延迟至9月才开跑，因此仅会在今年作出3个月的贡献。理论上，受惠程度最小的是Rubberex。

市场上很多“大咔”都在吹鼓这2支股票，目标价越喊越高，不过还真的给他们喊到。看着90度的上涨速度，加上参与的散户越来越多，不敢想象热潮一退的时候，践踏的情况会多么的惨烈。

能赚到这些股的钱是好事，不过适当的离场是必须的。随着股价偏离基本面越来越远，已经处于一个非常危险的水平，可以说是完全失去理性。最后奉劝一句，不是不到，只是时辰未到。以上是个人的真心话。

Posted by limitupupup > 2020-05-31 19:16 | Report Abuse

let see how rubberex QR and only proceed if play safe

Posted by Kelsey517 > 2020-05-31 19:18 | Report Abuse

Have a good sleep tonight and let's see comfort fly to 4 by tomorrow onwards :)

Posted by mf > 2020-05-31 19:46 | Report Abuse

Russian Cases Climb 2.3%: Virus Update
Bloomberg News
31 May 2020, 06:13 GMT+8
Updated on 31 May 2020, 16:03 GMT+8

Posted by Ravi Kumar > 2020-05-31 20:08 | Report Abuse

Not good sign how? Chart shows still above 20 and 50 average, CMF still uptrend, OBV still uptrend what else? Been overbought for so long but then again glove counters are different.

Posted by Sarara > May 31, 2020 5:40 PM | Report Abuse

Director keep dispose although other clueless retailer keep buying. NT A GOOD SIGN !!! RUN !!!

Posted by Predict_Future > 2020-05-31 20:12 | Report Abuse

Tomorrow got big news !!!!

Hold your shares tightly

BIG NEWS COMING

TRUST OR NOT SCROLL BACK MY PREVIOUS COMMENT

Posted by Predict_Future > 2020-05-31 20:14 | Report Abuse

Comfort will HIT PE 70 by tomorrow

Next QR impressive result !!!!

TOPGLOVE MASSIVE UP , HARTA and others did too.

Posted by 8055K > 2020-05-31 20:16 | Report Abuse

800 lots still on hand, 5.50 who want !!!!! or u buy 3.62 first

Posted by limitupupup > 2020-05-31 20:18 | Report Abuse

buy 3.62 means u will sell tmr? lol just asking coz just sold mine

Posted by ShareValue > 2020-05-31 20:53 | Report Abuse

Mana paktua?? Can said somethings?

Posted by mf > 2020-05-31 21:10 | Report Abuse

JAKARTA: Indonesia reported 700 new COVID-19 infections on Sunday (May 31), taking the tally in the Southeast Asian nation to 26,473, said health ministry official Achmad Yurianto.

Posted by skyhin > 2020-05-31 21:11 | Report Abuse

Give Paktua Rest... Comfort & Rubberex will fly hit TP4. 00...

Posted by Rakuten88 > 2020-05-31 21:17 | Report Abuse

Good news coming. Hold

Posted by EagleEye > 2020-05-31 21:25 | Report Abuse

@Sarara is stuck in O&G Hibiscus...so lucky for her

Posted by anthonywml82 > 2020-05-31 21:27 | Report Abuse

Maybe is shemale..LOL

Posted by Aramco > 2020-05-31 21:34 | Report Abuse

Industrial Gloves Market to Garner $ 17.0 Bn, Globally, By 2027 at 12.5% CAGR: Allied Market Research
Safety regulations and rules, rise in demand for superior performance and comfort, and growth in healthcare and food processing industries drive the growth of the global Industrial gloves market.

Allied_Market_Research_Logo
NEWS PROVIDED BY

Allied Market Research
May 04, 2020, 09:40 ET

SHARE THIS ARTICLE


PORTLAND, Oregon, May 4, 2020 /PRNewswire/ -- Allied Market Research published a report, titled, "Industrial Gloves Market Usability (Disposable {By Material (Natural Rubber, Nitrile, Vinyl, Neoprene, Polyethylene, and Others), End-User (Aerospace, Disk Drives, Flat Panels, Food, Hospitals, Medical Devices, Pharmaceuticals, Semiconductors, and Others)} and Reusable {Glove Type (Dipped Gloves, Knitted Gloves, Supported Knitted Gloves, and Others), Protection (General purpose/Mechanical, Chemical/Liquid, and Product Protection), End-User (Machinery, Oil & Gas, Metal Fabrication, Automotive, Chemical, Construction, Plane Manufacturing, Food Processing, Office Building Cleaners, Healthcare, and Others)}: Global Opportunity Analysis and Industry Forecast, 2020–2027."According to the report, the global Industrial gloves industry was estimated at $6.9 billion in 2019, and is anticipated to hit $17.0 billion by 2027, registering a CAGR of 12.5% from 2020 to 2027.

Drivers, restraints, and opportunities-
Safety regulations and rules, rise in demand for superior performance and comfort, and growth in healthcare and food processing industries drive the growth of the global Industrial gloves market. On the other hand, availability of local and inexpensive products, and lack of awareness regarding usage of industrial gloves impedes the growth to some extent. However, implementation of innovated technology is expected to create lucrative opportunities in the industry.

Get Detailed COVID-19 Impact Analysis on the Industrial Gloves Market @ https://www.alliedmarketresearch.com/request-for-customization/706?reqfor=covid

The disposable segment to dominate by 2027-
The global industrial gloves market size is segmented into usability, material, end-user, glove type, protection and region. Based on usability, the market is categorized into disposable and reusable. The disposable segment accounted for the highest share in 2019, contributing to more than three-fifths of the total revenue, and is projected to maintain its dominant position throughout the forecast period. Moreover, this segment would manifest the largest CAGR of 13.0% from 2020 to 2027. As these gloves are resistant to solvent and are odor free that has led to increase in their usage in the food, hospital, medical devices, and pharmaceutical industries, which drives the growth of the segment.

Request Sample Report at: https://www.alliedmarketresearch.com/request-sample/706

The semiconductor segment to retain the dominant share-
Based on end users, the disposable industrial gloves market is segment into aerospace, disk drives, flat panels, food, hospitals, medical devices, pharmaceuticals, semiconductors, and others. The semiconductors segment accounted for the maximum share in 2019, holding nearly one-fourth of the total share, and is estimated to maintain the highest share during the forecast period. This is due to increased usage of industrial gloves in the semiconductor industry owing to its properties like bad conductors of electricity and comparative stiffness with least elasticity, which protects workers hands from electric shocks while working. On the other hand, the food industry segment is estimated to portray the highest CAGR of 15.9% during the forecast period. This is due to the regulations of FDA that has made it mandatory to use gloves while preparing food as hand washing is not sufficient to prevent transmitting these pathogens.

For Purchase Enquiry at: https://www.alliedmarketresearch.com/purchase-enquiry/706

North America to dominate the market in 2019–
Geographically, North America held the largest share, holding nearly two-fifths of the total market share in 2019, and will maintain its dominant contribution during the forecast period. This is due to stringent regulations regarding the safety of labor and working individuals. Contrarily, the region across Asia-Pacific is expected to grow at the highest CAGR of 13.9% during the forecast period.

Key players in the industry-

Top Glove Corporation Berhad
Hartalega Holdings
Kossan Rubber Industries Bhd
Riverstone Holdings Limited
Careplus Group Berhad, Supermax Corp.
Ansell Healthcare
SHOWA, Inc
Honeywell International Inc.
Semperit AG Holding

Posted by VincentTang > 2020-05-31 21:46 | Report Abuse

Director dispose Comfort again.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3054135

Posted by skyhin > 2020-05-31 22:26 | Report Abuse

That is good for us, every time dispose share will up up almost 70 to 90 sen....
Take a good rest...

Posted by Johnng8882020 > 2020-05-31 22:31 | Report Abuse

Don't worry. Director got not much left. Last week sell few thousand lots. Latest just sell few hundred lots only. If price is on crazy mood, why don't he sell more? He need money to use for others, here become MEPS atm for him now. No other business can make money except glove so what to worry? We r on Glove Rally now. Sure can reach 4++ 5++6++.Now just at middle only. Long way to go...

Posted by Johnng8882020 > 2020-05-31 22:34 | Report Abuse

Time for him to retired. New director is coming soon to lead Comfort archiving new high. Coming soon.

Posted by skyhin > 2020-05-31 22:43 | Report Abuse

Wow, if other company take over.. Sure come tp 15.00....

Posted by Predict_Future > 2020-05-31 23:30 | Report Abuse

Director Disposed, New DIRECTOR coming LORRRRRR

Posted by Predict_Future > 2020-05-31 23:30 | Report Abuse

TOMORROW GAP UP !!!! BElieve me or not ??? Scroll back here again after 5pm tomorrow.

Posted by Fong Kh > 2020-05-31 23:54 | Report Abuse

hope no blur tomorrow lol

Posted by samyew1234 > 2020-06-01 00:09 | Report Abuse

hi

Posted by samyew1234 > 2020-06-01 00:11 | Report Abuse

Comfort一直以来都专攻定制手套，也就是根据客户的各种不同要求生产，如长袖手套 (Long Sleeve)、无胶原蛋白手套 (Collagen-Free) 等等。这些都是大型手套生产商往往无法专注的市场。不打算与其他大型手套上直接竞争，而是通过专门提供特种手套来定位自己。

再看看外国销售，其他大型业者的出口比例占95%以上。然而，Comfort的出口比例仅是60%，其中美国和加拿大的贡献比例占21%。本地市场占整体销售的40%。以上足以说明受益程度并，没有想象中显著。

Posted by paktua73 > 2020-06-01 00:38 | Report Abuse

if blur paktua eat..
if clear paktua exist..
easy..


tut tut
just small a grasshopper..
ride with a large groups of yellow grasshopper..

Posted by Abidjan > 2020-06-01 01:46 | Report Abuse

Comfort latest qtr ending Jan 2020 earned 2 sen/qtr and TopGlov for past 6 qtrs averaged 4 sen/qtr. Why people buy Topglov shr at RM13? Any big difference in glove prices and Mgt in all the glove companies ?

Topglov bot Aspion for RM 1.3 B. and then sue for RM700 M. becos of over valued by RM640 M. ... TPG mgt may need provision for poor due diligence
https://www.theedgemarkets.com/article/top-glove-aspions-price-tag-overstated-rm6405m