Posted by BrusaCasino > 2021-07-09 14:54 | Report Abuse

Comfort will sooner no longer be a second tier glove stock

Posted by anzo888 > 2021-07-09 15:04 | Report Abuse

For warrant holders, there is no need to talk about converting to mother...Anytime u convert, u need to pay rm2.30,regardless of what the mother price is...
There is only 1 advantage of the mother over the warrant....mother gets dividends....

Posted by Shines > 2021-07-09 17:32 | Report Abuse

Just sell the warrants an buy the mother shares to enjoy the div if any

Posted by Benny1123 > 2021-07-09 17:37 | Report Abuse

Malaysian covid 19 is 9k..now.

Posted by ks5S > 2021-07-09 20:17 | Report Abuse

https://www.nst.com.my/world/world/2021/07/706169/us-covid-cases-rising-rapidly-delta-dominates

Posted by selesa2020 > 2021-07-09 20:26 | Report Abuse

https://youtu.be/mLwn3CML0DQ

Posted by selesa2020 > 2021-07-09 20:27 | Report Abuse

Someone keep saying Covid is over!

Posted by Start_0f_the_bull > 2021-07-09 20:44 | Report Abuse

Share price won't increase so soon as more people lose their jobs, where got money to buy shares?
Just let the share increase its value (not share price) and collect dividend. Don't concern too much now, the price will increase naturally one day.

Posted by IMwhatIM > 2021-07-10 01:16 | Report Abuse

If i remember correctly the synficate moves the share price quite significantly every 2-3 months. So if you carefully trade in this counter, you shld make some money every quarter.

But you need some little skills in buying low and selling high which is not found in everybody. Nevertheless, practice makes perfect.

Posted by Inv2233 > 2021-07-10 13:16 | Report Abuse

Waiting to add more

Posted by cookielookz > 2021-07-10 15:57 | Report Abuse

@anzo888 @Shines, i've been told that having both warrants and mother will have higher exposure to the stock, where upon good news warrant can at a faster rate. of course the opposite is true too.

I'm inclined to sell warrant to buy mother too. just not sure if its the right move.
What's the benefit for comfort to even issue warrant in the first place?

Posted by imvu > 2021-07-10 17:01 | Report Abuse

hujung bulan jutawan comfort .

Posted by Start_0f_the_bull > 2021-07-10 21:08 | Report Abuse

Gloves shortage expected due to gloves factories in Selangor shut down while Comfort gloves factory in Perak 80% operating. Comfort surely has the advantage over the rest. Monday see how.

Posted by IMwhatIM > 2021-07-11 12:10 | Report Abuse

The sales for the next 3 quarters are based on those that Comfort clinched last year with high ASPs. So we can expect the profits for the next 3 quarters to be at least as good as the last quarter ( which was record-breaking), if not better. This will have positive impact on the price of Comfort shares.

After the 1st quarter of next year, the ASP will come off but because of the new Covid variants, the ASPs will not "fall off the cliff". The ASPs will gradually slide downwards. With the expansion of capacity, and with higher sales volume, the impact of the sliding prices is likely to be cushioned by higher orders which will still bring about higher level of profits.

No factories would want to increase their production capacity ( and incurring huge capital expenditure) if the operators cannot foresee earning higher level of profits.

In any businesses, product ASPs can come off when there are more players. That is normal. It is up to the individual factory to be more efficient and creative in product design to ward off competition.

It seems many of the research analysts are so easily taken away by the dropping ASPs that they make no effort to look at the bigger picture. Or there is herd mentality among them.

ASPs is only one thing, increasing level of profits is a much more important factor to look at.

All businessmen will tell you the same thing: they all strive to increase the profit level in their companies.

Posted by BrusaCasino > 2021-07-11 12:21 | Report Abuse

I am investing in comfort, because of the cash they have and generate. They can easily get into manufacturing other things. I am here to stay long-term

Posted by Mr.Sm Invest123 > 2021-07-11 17:38 | Report Abuse

马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。

大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。

“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”

因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。

虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。

“在末季达到群体免疫的目标，将令我国在明年可重开边境。”

同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。

分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。

不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。

大华继显研究选股
综指明年底料冲1775点

放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。

“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”

投资主题选股
近期催化剂不清晰

配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。

因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。

报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。

同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。

中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。

“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”

手套建筑料跑输大市

至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。

“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”

建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳

Posted by IMwhatIM > 2021-07-11 21:36 | Report Abuse

The market consensus is that Comfort's fair value is about RM3.50. With that mother price, then the WB may go up to as high as RM1.50 each.
We are all going to get excited again soon with Comfort. Haha!

Posted by Start_0f_the_bull > 2021-07-12 14:51 | Report Abuse

Ha ha. So many panic sellers. It is already bottom but still want to sell down.

Posted by Loh Kok Wai W > 2021-07-12 15:29 | Report Abuse

分析员的话听就好。。。跟他们的话去投资有时候会输的更多 ；股市起三几天他们说后市看起，股市连跌几天他们就说前景不明朗。。。。至於他们预测指数根本都不标准；现在能保住 1500---1600 点已经不错了。。。负面因素太多莫看得太好。

Posted by Loh Kok Wai W > 2021-07-12 15:30 | Report Abuse

next week cuti rayo haji doh....pok pok gang gang goreng cabut dulu doh...

Posted by Harry Mak > 2021-07-12 15:44 | Report Abuse

分析员的话听.......yesterday said down, tomorrow say up, follow them GG

Posted by Start_0f_the_bull > 2021-07-12 16:04 | Report Abuse

Kossan is cheaper than Supermax now.

Posted by John1234 > 2021-07-12 16:11 | Report Abuse

With political uncertainty and EMCO, any price rally tends to be short-lived in nature. Not only glove counters, recovery plays like steel counters have pulled back at least 35% generally from the high this year.

Posted by John1234 > 2021-07-12 16:25 | Report Abuse

Mkt is full of cheap bargains these days. Be it steel, technology, glove or otherwise. Bargain-hunters can afford to take time to pick and choose what to buy for the next mkt upswing.

Posted by AlexT12 > 2021-07-12 16:28 | Report Abuse

just weird when you hv cash rich and profit company but keeps dropping terribly, comparing with loss making company that doesnt even drop the price. weird stock market now, hopefully idss measures in the future can balance this.

Posted by BrusaCasino > 2021-07-12 17:00 | Report Abuse

Unjustified

Posted by Start_0f_the_bull > 2021-07-12 19:22 | Report Abuse

If the company can present an impressive result in next quarter reports the price will not be this low anymore.

Posted by Benny1123 > 2021-07-12 22:12 | Report Abuse

Another new virus epsilon coming, no ending. No future for human now.

Posted by IMwhatIM > 2021-07-12 23:09 | Report Abuse

Looking at the price movements today i can safely say that the sellers are basically the weak holders as the decline was gradual. Who are the likely buyers? The major shareholders/ directors/treasury fund. No short-sellers are at work.

These buyers also trade for themselves so they will off-load at higher prices once they are done with the buying.

Don't panic. The prices will definitely recover in due course.

Posted by AxeCapital2077 > 2021-07-13 09:38 | Report Abuse

If management don’t announce something to expand business, then bye bye

Posted by IMwhatIM > 2021-07-13 10:56 | Report Abuse

Looks like Comfort share price is turning and coming up. Good idea to switch from mother share to WB. When the market turns, the warrants ( in fact for all warrants) the return ( in % terms) is much higher than that of the mother share.

I have just swapped a portion of the mother shares i have for WB.

Posted by John1234 > 2021-07-13 13:08 | Report Abuse

A company-issued warrant is usually a bullish bet on the underlying mother share.
In a bull mkt, it can do extremely well. But in a bear market, it can fare very badly.

Even though the warrant is expiring in about 5 years' time, the warrant price will start to factor in more of the time decay of the warrant at least 1 year earlier.

So, it can be a risky bet for the newbies, not knowing the implications involved.

Posted by afif95 > 2021-07-13 14:22 | Report Abuse

John1234
What do you expect the company can do another 5 years. From PN17 in 2013 can become cash rich company. Weird thing is the company is late in the game of giving bonus.

Posted by IMwhatIM > 2021-07-13 14:49 | Report Abuse

If you do not intend to convert the warrants to mother shares it is not advisable to hold the warrants in the last 12 months of its life.

Posted by Inv2233 > 2021-07-13 15:02 | Report Abuse

Glove not working today?

Posted by John1234 > 2021-07-13 15:12 | Report Abuse

Afif95, sorry, I do not have a crystal ball. Things are evolving so fast that it is almost impossible to predict what is going to happen 5 years later.

Posted by AxeCapital2077 > 2021-07-13 16:05 | Report Abuse

gg gloves

Posted by Benny1123 > 2021-07-13 19:08 | Report Abuse

Delta, delta plus, epsilon, so many virus waiting for you, how gloves gg.. I also don't know..

Posted by Benny1123 > 2021-07-13 19:09 | Report Abuse

Malaysian gg, new record 11k..

Posted by ahchong01 > 2021-07-13 19:18 | Report Abuse

gg AxeCapital2077

Posted by BrusaCasino > 2021-07-13 19:29 | Report Abuse

https://twitter.com/NewsBFM/status/1414797586280583169?s=19

This is exactly why proper PPE is important, especially gloves for every different vaccination. Now see like this how?

Posted by BrusaCasino > 2021-07-13 19:30 | Report Abuse

1. A total of 204 workers at the IDCC Shah Alam vaccination centre have tested positive for Covid-19, following a mass screening.

The PPV has 453 workers in total.

MOSTI Minister Khairy Jamaluddin says the workers will be replaced by a new team when the PPV reopens tomorrow.

This is why need gloves. U never know the people u come in contact with during vacation. Now see like this

Posted by BrusaCasino > 2021-07-13 19:32 | Report Abuse

New variant is no joke. Very very contagious. People need to take it more seriously

Posted by Wukong > 2021-07-13 20:50 | Report Abuse

我正在等待TP1.

Posted by ks5S > 2021-07-13 21:32 | Report Abuse

Upswing coming. Winter is coming soon.
Covid explosion globally,

Posted by ks5S > 2021-07-13 21:33 | Report Abuse

Park your money in glove sector especially Perak producer

Posted by Start_0f_the_bull > 2021-07-14 07:55 | Report Abuse

Gloves factories still not allowed to operate in Selangor and the big4 are located there.
As Comfort still riding on the big4 gloves makers it can't be expected Comfort price will surge anytime soon. Only upon release of the 2nd quarter report of Carepls around early August we can expect the uptrend of Comfort. Just my guess.

Posted by IMwhatIM > 2021-07-14 12:31 | Report Abuse

Nice to see Comfort WB moving up again to 41 cents before lunch.

Posted by Benny1123 > 2021-07-14 12:35 | Report Abuse

Hope second waves coming...

Posted by Bgt 9963 > 2021-07-14 12:44 |

Post removed.Why?