Posted by Wukong > 2020-11-18 09:43 | Report Abuse

今天反弹，明天星期五下跌

Posted by IMwhatIM > 2020-11-18 09:46 | Report Abuse

They are pushing Comfort now. Shld touch RM4.10 by end of the day. Good luck guys!!

Posted by drago_7 > 2020-11-18 11:18 | Report Abuse

My mouth wide open waiting to collect at the bottom..! :D .. yummy!

Posted by Jokers2020 > 2020-11-18 11:52 | Report Abuse

again 4pm showtime...to flush out weak holder first

Posted by Wukong > 2020-11-18 12:04 | Report Abuse

保持下降

Posted by Wukong > 2020-11-18 12:04 | Report Abuse

TP1

Posted by Wukong > 2020-11-18 12:08 | Report Abuse

请大家在下面准备子弹。TP1

Posted by Wukong > 2020-11-18 12:18 | Report Abuse

如果还不相信comfort会跌到0.08～1块之间。那么只好时间证明，我在下面等你。别放假消息出来让人买入。下地狱吧comfort

Posted by kdginvest > 2020-11-18 12:19 | Report Abuse

3PM BOUNCE BACK TODAY, ENJOY THE SHOW.

Posted by Fishningen2 > 2020-11-18 14:39 | Report Abuse

Where got show lol

Posted by kdginvest > 2020-11-18 14:46 | Report Abuse

AFTER 3PM, HISTORY REPEAT ITSELF.

Posted by Wukong > 2020-11-18 14:49 | Report Abuse

重演下降。TP1

Posted by kdginvest > 2020-11-18 14:53 | Report Abuse

READY TO REBOUND ~4PM.

Posted by Play_Joy > 2020-11-18 15:05 | Report Abuse

wondering what's wrong with this guy Wukong, loss too much in comfort....haha

Posted by Fishningen2 > 2020-11-18 15:06 | Report Abuse

Already 3pm oii

Posted by GoldenHarvest1 > 2020-11-18 15:15 | Report Abuse

Only a few panicking monkeys left remaining in bursa now

Posted by GoldenHarvest1 > 2020-11-18 15:16 | Report Abuse

It takes some time to calm crazy monkeys down once they have already started getting hysterical

Posted by GoldenHarvest1 > 2020-11-18 15:16 | Report Abuse

But even crazy panicking monkeys always eventually get tired & exhausted from sheer panicking

Posted by Dannyfyl88 > 2020-11-18 15:18 |

Post removed.Why?

Posted by Jokers2020 > 2020-11-18 15:24 | Report Abuse

waiting for 4pm to see up or down

Posted by glove 888 > 2020-11-18 15:25 | Report Abuse

not everyday rebound and wait for movie 4pm, it could be push down again also.

Posted by GoldenHarvest1 > 2020-11-18 15:26 | Report Abuse

Them banks going on false fake phoney exuberance & euphoria

Posted by GoldenHarvest1 > 2020-11-18 15:26 | Report Abuse

Gloves going on real solid fully booked up exports for the next forty eight months

Posted by newkid > 2020-11-18 15:32 | Report Abuse

Don't expect any miracle here as the old fox have dumped out all his shares from 4.70 to 4.90 few weeks ago !!! If you believe in karma, you will be able see how an fox end his life....

Posted by Dannyfyl88 > 2020-11-18 16:55 | Report Abuse

Dead in the water..going sideways... poor sentiment and money now with Banking stocks. All banks upticked to pre-covid 2019 level...in 10 days. WTF. Have to hold on till the hype is clear.

Posted by kdginvest > 2020-11-18 17:51 | Report Abuse

THE EXERCISE TO SHAKE OFF WEAK INVESTORS, HOLD UNTIL YEAR END WILL EVENTUALLY WIN, SINCE GLOVE DEMAND WILL DOUPLE UP WHEN VACCINE COME OUT.

Posted by A Choo Pin > 2020-11-18 19:06 | Report Abuse

after all the glove drop..the trading apps is open smonth without problem ...celaka banker XD

Posted by LiimInvest > 2020-11-18 19:40 | Report Abuse

签署合作协议 我国优先获中国疫苗

政府宣布我国将优先获得中国研发的冠病疫苗，通过专才与知识共享，深化两国在疫苗开发的合作。

https://www.enanyang.my/node/366903

Posted by LiimInvest > 2020-11-18 20:32 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/11/18/pharmaniaga-seen-as-among-frontrunners-for-vaccine-tender

Posted by Wukong > 2020-11-18 21:47 | Report Abuse

Comfort在跌至1块

Posted by Eventually > 2020-11-18 22:49 | Report Abuse

Highly rebound tomorrow!!!

Posted by gemfinder > 2020-11-18 23:19 | Report Abuse

U think always rebound right? One fine day wont rebound, beware

Posted by Wukong > 2020-11-19 06:55 | Report Abuse

反弹？哈哈哈。放屁

Posted by Loh Kok Wai W > 2020-11-19 07:46 | Report Abuse

kdginvest said......READY TO REBOUND 4.00 pm.........hahaha......ready to rebomb is true !

Posted by mf > 2020-11-19 07:50 | Report Abuse

Parliament to discuss M'sia's partication in COVAX today
Bernama
/
Bernama

November 19, 2020 07:26 am +08

Posted by Cash Only > 2020-11-19 08:28 | Report Abuse

https://www.bbc.com/news/health-54986208

Posted by Wukong > 2020-11-19 08:52 | Report Abuse

谁买谁亏。别买这公司

Posted by Dannyfyl88 > 2020-11-19 09:04 | Report Abuse

Another down day... Going to be sideway for this month. Better stop looking at it and come back another month when Funds monies move in. Now, monies are in recovery stocks.

Posted by genghis > 2020-11-19 09:50 | Report Abuse

almost everyday see red can get eye infection

Posted by Dannyfyl88 > 2020-11-19 10:21 |

Post removed.Why?

Posted by eddie1884 > 2020-11-19 13:06 | Report Abuse

Even with double good news on vaccine from Moderna & Pfizer, the US market Dow Jones still flattish and ended up Red. its really shows that vaccine impact is still far away and market over there is not really optimistic on post vaccine news. i expect that US market will shoot up like crazy, but no, the reality are businesses are still closed, oil and gas demand destruction are still around, airlines not flying, tourism is still under border shutdown, and the virus is rampaging.

so, why would market over here expect that it is already post vaccine play, when we are definitely not getting these vaccine from these drug company much2 sooner than US and Europe ...? We are perhaps 10th, 20th, 30th in line.

The negative impact of pandemic on sectors other than gloves are still in play. The only sector that still giving good investment return is Glove Business with low risk. Just sharing with my thought with the investment community.

HAPPY HUNTING.

Posted by WaAdaLui > 2020-11-19 13:14 | Report Abuse

According to IB analysis, glove ASP will drop to USD30-35 after pandemic for Yr 2022-2023
How will it affect COMFORT?

Lets re-call some useful info provided by management during AGM
ASP Q4FY20 USD22
ASP Q1FY21 USD25-27
ASP Q2FY21 USD30-35

Performance during this period
ASP Q4FY20 USD22 vs Revenue 139mil PAT 10mil
ASP Q1FY21 USD25-27 vs Revenue 153mil PAT 16mil
ASP Q2FY21 USD30-35 vs Revenue 198mil PAT 43mil

If ASP can stand @ USD30-35 for Yr2022-2023 (Comfort FY2023-2024)
(Assume production capacity unchanged)
Comfort PAT per annum 43mil x 4 = 172mil = EPS 0.30
Average PE past 5 year PE16-18
Fair price = RM4.80 - RM5.40

FY2021-2022 will be a fantastic year, Comfort will bag a lot of cash just like others glove players.
Will this extra Cash use to expand their business? If the answer is YES!
Extra production capacity or business diversification, can push their PAT per annum >200mil in the future.

Last, Pls do not forget that coming few quarter, Comfort PAT can easily achieve 100mil per QR

Posted by Wukong > 2020-11-19 14:15 | Report Abuse

吹牛啦

Posted by bonds56 > 2020-11-19 14:15 | Report Abuse

COMFORT today sure close green. Very low price.

Posted by Leehenglye > 2020-11-19 14:19 | Report Abuse

ASP is really cheap for developed countries because of MY ĺow currency value so that is why MY is in a very competitive position in gloves. Even if SG can make gloves , they cannot go into it because the cost price will be uncompetitive. In developing countries , maybe need to import from Bangladesh. Topglove can open one there.

Posted by TanK0318 > 2020-11-19 14:34 | Report Abuse

https://www.theedgemarkets.com/article/covid19-rhb-says-vaccine-deployment-could-generate-demand-18-billion-pieces-gloves-year

Posted by Dannyfyl88 > 2020-11-19 15:02 | Report Abuse

Have to wait for the Revenge Rebound on Gloves now... to have any sign of hope on getting to TP. This sentiment will last at least another 2 weeks. IB funds are completely out pumping recovery stocks now.

Posted by FutureGains > 2020-11-19 15:15 | Report Abuse

Its drop below SMA120

Therefore it will have long downtrend---6 months

Posted by chivalry > 2020-11-19 16:32 | Report Abuse

very quiet. Most stocks are in red or down

Posted by Wukong > 2020-11-19 18:48 | Report Abuse

Comfort TP1