Posted by Anaconder > 2020-06-26 15:26 | Report Abuse

No MOS loh!

Posted by ctquay600305 > 2020-06-26 15:28 | Report Abuse

last call run run

Posted by apolloang > 2020-06-26 15:29 | Report Abuse

2.50 also cannot u say 2.00 pula

Posted by tahong > 2020-06-26 15:29 | Report Abuse

Ayoyo ! so many critic, die die, die

Posted by mf > 2020-06-26 15:30 | Report Abuse

Opening Bell: Futures, Global Stocks Sink On Spiking Contagion; Oil Slumps

Posted by zhang > 2020-06-26 15:35 | Report Abuse

KY sell expensive glove buy cheap glove stock...

Posted by Anaconder > 2020-06-26 15:37 | Report Abuse

Most retails players fully loaded n kena now stuck loh!

Posted by mf > 2020-06-26 15:37 |

Post removed.Why?

Posted by GTMS > 2020-06-26 15:38 | Report Abuse

still have room to adjust...

Posted by mf > 2020-06-26 15:40 |

Post removed.Why?

Posted by stainlyho37 > 2020-06-26 15:41 | Report Abuse

see the bank how they play u off....who dare to buy 1000lots each time now...!!! just hold if u not contra player...

Posted by Anaconder > 2020-06-26 15:42 | Report Abuse

Very High PE , Cut! cut! cut!

Posted by Anaconder > 2020-06-26 15:44 | Report Abuse

Operators passing from right hand to left hand loh!

Posted by funkyway > 2020-06-26 15:57 | Report Abuse

why is it dropping? i bought somemore at 2.81

Posted by terrylam84 > 2020-06-26 15:58 | Report Abuse

Some volatility and it scare many of the trader away! Voatility was part of the game!

Posted by terrylam84 > 2020-06-26 16:03 | Report Abuse

support at RM2.60, can buy there...

Posted by mf > 2020-06-26 16:28 |

Post removed.Why?

Posted by Bursa_final_winner > 2020-06-26 16:29 | Report Abuse

Y so many started running? Heard IDSS coming back?

Posted by mf > 2020-06-26 16:34 |

Post removed.Why?

Posted by Anaconder > 2020-06-26 16:36 | Report Abuse

Monday might gap down if DJ severe drops

Posted by HerbertChua > 2020-06-26 16:38 | Report Abuse

Human trash Public Invest analyst Chua Siu Li downgrade sector to Neutral and say earnings are not sustainable.

Who does she think she is? Is she Topglove or Hartalega directors?

What a stupid unethical analyst.

Posted by nickcome508 > 2020-06-26 16:42 | Report Abuse

Coronavirus Cases: 9,717,053 ALMOST 10 MILLIONS! TIME TO BUY OVERSOLD GLOVE STOCKS, Calvin Tan Research

Posted by startrader > 2020-06-26 16:45 | Report Abuse

Top up more

Posted by Bluey > 2020-06-26 16:46 | Report Abuse

My neighbor told me that in his youth they call this situation “fcuk spiders” while in the olden days the cowboys catch the spreader of bad info., find a tree and lynch the person, young or old

Posted by secrect investor 8888 > 2020-06-26 16:55 |

Post removed.Why?

Posted by dusti > 2020-06-26 16:59 | Report Abuse

No need to get so excited. On March 19, 2020 when DOW wobbled, comfort was 61 sen. Long way south. Sold at 302 and hope to get more shares later.

Posted by terrylam84 > 2020-06-26 17:00 | Report Abuse

IB analyst know shit!

Posted by Ron90 > 2020-06-26 17:01 | Report Abuse

Dow drop or up..it's all about Covid19... and better stock to glove counters..

Posted by Baby Shark > 2020-06-26 17:01 | Report Abuse

I toooooo greedy.. now rugi

Posted by apolloang > 2020-06-26 17:03 | Report Abuse

uncle no kena margin call nowdays?

Posted by gemfinder > 2020-06-26 17:04 | Report Abuse

Who said no kena marg8n call. Next week if drop beliw 250, lagi cepat call

Posted by Stanley Yeo > 2020-06-26 17:16 | Report Abuse

Dropping is No because of 2nd wave pandemic,
2, No of the Downgrade from the bank

Posted by investopology > 2020-06-26 17:18 | Report Abuse

continue to wait at 2.20 to 2.50.

Posted by harold8990 > 2020-06-26 17:19 | Report Abuse

Q 2.5 to average down..cash players relax only..can wait till end of year no problem

Posted by jolow > 2020-06-26 17:30 | Report Abuse

something very bad happening soon on comfort. get out fast

Posted by jolow > 2020-06-26 17:35 | Report Abuse

terrible bad news

Posted by 3jrockie > 2020-06-26 17:52 | Report Abuse

What is the bad news ?

Posted by nickcome508 > 2020-06-26 18:52 | Report Abuse

https://www.malaymail.com/news/malaysia/2020/06/26/covid-19-gave-malaysian-rubber-products-a-lift-govt-data-shows/1879146

Posted by mf > 2020-06-26 18:59 | Report Abuse

UK COVID-19 Update: New Vaccine Trial Starts
Peter Russell

June 25, 2020

Posted by al8800 > 2020-06-26 19:42 | Report Abuse

SC AND BURSA MALAYSIA EXTEND SHORT SELLING SUSPENSION UNTIL 31 DECEMBER 2020
26 June 2020 | Kuala Lumpur

Posted by Chang206 > 2020-06-26 20:00 | Report Abuse

@al8800, where you got the news on IDSS suspension until 31 December?

Posted by nonameck > 2020-06-26 20:11 | Report Abuse

https://www.theedgemarkets.com/article/suspension-short-selling-bursa-malaysia-extended-until-yearend

Posted by cyclops80 > 2020-06-26 20:19 | Report Abuse

hahahahaha

Posted by cyclops80 > 2020-06-26 20:19 | Report Abuse

luckily did not sell

Posted by cyclops80 > 2020-06-26 20:20 | Report Abuse

flush out weak holders and grab the next gravy train

Posted by BaconGuest > 2020-06-26 20:32 | Report Abuse

浅谈手套股 - RH Research

手套股经历一波大牛行情后，目前已迈入平稳的调整期，不再像之前那么波动。近期的热潮已经降温，除了成交量萎缩，也已有几天不见有部落格大写文章。今天就来分享个人对这个板块的看法。

几乎可以肯定，疫情难以在今年内得到有效控制，因此全球将面临与疫情共存的局面。也就是说，医疗手套的需求在短时间内还是非常强劲。如今手套在全球范围内出现供不应求的局面，订单更是已经排到2021下半年。

在每盒手套价格大涨的情况下，手套业者未来几个季度的业绩基本上已确定非常好。每家投行也纷纷提高目标价。不过，大家最关心的还是手套股的上涨行情还会延续吗？

事实上，在手套股暴涨后，市场已经出现很大的分歧。有的认为所有利好已经反映在股价上，有的则唱好未来几个业绩仍高于分析师预期。从中立的角度，个人认为大家应该将目光投放在2021年之后的手套供需行情。

首先是英科医疗，近期在中国股市上演超过4倍的疯狂涨势。目前年产能为190亿左右。未来计划在各省打造4个生产基地，累积扩充的产能高达500多亿。也就是说在完成计划后，其产能几乎和现在的Top Glove一样。

其二是蓝帆医疗，预计在2020年底提高年产能至250亿，并计划在2021-2023年期间进一步扩充300亿产能，也就是说总产能有望在4年内达到550亿。

以上的计划看似非常有雄心，而且具有很大的威胁，不过实际冲击预计不大。要扩充如此多的产能除了需要庞大的资金，也需要耗上至少8-10年才能建成。Top Glove用了30年时间才有今天的规模，难道他们仅需要几年就达成？

另一方面，英科和蓝帆的主要产品是PVC手套 (Vinyl) ，占组合的近80%。两者未来的扩充核心也是投放在PVC手套上，相信是因为在丁晴手套的竞争上完全没有优势。

此外，PVC手套的生产原料是塑料，属于污染程度高的产品。全球近年来已逐渐从PVC或橡胶手套转向使用丁晴手套，这是未来不变的趋势。

至于需求，全球手套在2005-2019年期间录得大约8%的复合增长率。随着全球卫生意识得到结构性提升，加上肺炎疫情对全球影响程度大大超出SARS，Top Glove预测手套正常的需求增速将从以往的8-10%增至12-15%。

2019年的全球手套需求为2,600亿左右，而2020年则预测为3,100亿左右。全球5大手套业者的总产能为大约1,900亿，占市场份额的60%。以他们明年平均20%的产能扩充速度，暂时还不成问题， 毕竟订单已经排到2021下半年。

值得一提，手套业者也已经收到包括航空、餐厅、服装、酒店等新用户的订单。就连个人近期去Mamak喝茶，也看到所有员工穿着手套，相信这已经是新常态。

暴利税 Windfall Tax
政府曾在1998年和2008年向本地棕油业征收暴利税。如今市场上也纷纷传出政府会重蹈覆辙，不过目标却转向手套业。

个人认为不能相提并论，因为当棕油价格跌至非常烂时，政府将调整出口税，甚至给予补贴金，以协助业者度过难关。也就是在行情差的时候伸出援手。

假设有一天手套价格跌至非常烂，政府会出手支援吗？答案是不会。那么基本上现在就没有权力和资格向手套业者征收暴利税。Top Glove也出面澄清，政府官员至今没有上门商讨相关事宜。

回到最重要的问题，手套股涨势完了吗？取决于是否还有新一批资金进场。直接来说就是取决于病毒何时结束，以及有效的疫苗何时问世。

个人认为由于手套股未来几个季度业绩大好，这波上涨周期相信还会维持一段时间。

纯属分享！

Posted by nickthebest > 2020-06-26 21:28 | Report Abuse

Aiyooo why got so many chinese words...I banana dunno how to read leh :(

Posted by mf > 2020-06-26 21:40 | Report Abuse

Dow drops 250 points as bank shares, Nike decline

Posted by smartcat24 > 2020-06-26 21:40 | Report Abuse

drop la let it drop back to 10 cent

Posted by Boon Keng > 2020-06-26 22:32 | Report Abuse

If you follow gloves counter recently, it’s actually follow market sentiment. Now Dji is dropping almost 500 point. Wonder Monday gloves counter will perform as well.