Posted by khatulistiwa1234 > 2021-09-23 13:08 | Report Abuse

Forgot to tell you , dream at nite mare .

Posted by Benny1123 > 2021-09-23 13:08 | Report Abuse

Bottom is going end soon... Haha.

Posted by khatulistiwa1234 > 2021-09-23 13:10 |

Post removed.Why?

Posted by khatulistiwa1234 > 2021-09-23 13:12 | Report Abuse

BEGINNING , who say ENDING ..... LOUSY NAVIGATOR .

Posted by khatulistiwa1234 > 2021-09-23 13:13 | Report Abuse

GLOVE onward declare ROTTEN PUTRID .

Posted by khatulistiwa1234 > 2021-09-23 15:28 | Report Abuse

DISPOSE ALL TO WHALES .

Posted by Sneakpeek > 2021-09-23 15:30 | Report Abuse

In its report, JP Morgan maintained its “negative” outlook on the sector.

In Dec when JP downgraded TG 3.5 people laugh..even KYY disagree and try to debunk JPM reasons..

Posted by Sneakpeek > 2021-09-23 15:31 | Report Abuse

Waiting what KYY gonna say this time

Posted by HamsterHuat > 2021-09-24 01:04 | Report Abuse

satu ringgit possible

Posted by jolow > 2021-09-24 06:52 | Report Abuse

china glove win
msia glove loss

Posted by jolow > 2021-09-24 06:52 | Report Abuse

china is selling us15
msia is sellijng us 30

Posted by NatsukoMishima > 2021-09-24 09:04 | Report Abuse

（新加坡23日讯）新囯今日新增1504起确诊病例，再次创下单日新高，累计病例达到8万2860起。

新加坡卫生部发文告指出，截至今日中午12点，新囯新增1504起确诊病例，当中包括1491起本土感染病例及13起输入型病例。

新国病例连续三天超过千，今日的1491起本土病例中，1218起是社区病例，另外273起来自客工宿舍。 社区病例中，343人是年过60岁的年长者。

Posted by Dannyfyl88 > 2021-09-24 10:52 | Report Abuse

Starting to add some now... I think this is great opportunity for LT investments. This will at least double in 1 year... ASP stabilized soon and just bet on the bottom now. So bloody cheap

Posted by selesa2020 > 2021-09-24 12:14 | Report Abuse

Jolow, if you understand why Aukus existence, you won't border abt china's price

Posted by selesa2020 > 2021-09-24 12:14 | Report Abuse

This world is going to be divided

Posted by selesa2020 > 2021-09-24 12:14 | Report Abuse

No more globalization

Posted by selesa2020 > 2021-09-24 12:15 | Report Abuse

Wars coming

Posted by Dannyfyl88 > 2021-09-24 13:26 | Report Abuse

China cost of production can not be cheaper than Malaysia ya? The raw material is shipped from SEA and the labour is Not cheaper than Banglas here ya? Anyway, no way China will sell below cost or start a business that will go below cost. Let's see in the 6 months. This is oversold like we are over-optimistic of the recovery and covid like flu....

Posted by NatsukoMishima > 2021-09-24 14:49 | Report Abuse

进口劣质“快筛包”显示准确率99%　害日本上班族全家染疫

日本厚生劳动省（卫生部）正针对“医疗用”的新冠抗原快筛试剂盒推动市面销售。但目前，在日本药局或网路上已经早一步开卖未被政府承认的“研究用”快筛包，因为检查流程非常简单，而被民众广泛使用。

不过，日本最近却出现一些家用快筛检测呈阴性，后来又遭确诊的案例，虽然并非所有快筛包都是劣质品，但部分快筛确实有“夸大表示”的情况，包装外面显示“准确率达99%”，因此厚生劳动省也呼吁不要太相信市面贩售快筛的检测结果。


Do u still dare to buy cheap cheap PPE for protection ??

Posted by NatsukoMishima > 2021-09-24 14:51 | Report Abuse

China government suddenly ordered all industries which are high consumed energy to stop production immediately , this includes rubber , garment , metal ....

Posted by NatsukoMishima > 2021-09-24 16:27 | Report Abuse

中国限电限产影响扩大　上市公司受波及
（上海24日讯）中国多地积极推动“能耗双控”（同时控制能源消耗总量和强度）政策，各类高耗能、高污染的行业被迫限电限产，而波及范围明显扩大，更多上市公司发布公告披露相关影响，除了钢铁、水泥、化工等高耗能产业，光伏等行业也开始受波及。

《上海证券报》周五报导，今年8月，国家发展和改革委员会在例行新闻发布会上直接点名9个省份：青海、宁夏、广西、广东、福建、新疆、云南、陕西、江苏，上半年能耗强度同比不降反升。此外，还有10个省份的能耗强度降低率未达到进度要求，全国节能形势十分严峻。

面对能耗双控目标考核，多地下发能耗双控的政策文件，对高污染、高能耗企业实行限电，云南、江苏、新疆、广西等地还对能耗双控举措进行了加码。

随著“能耗双控”政策执行纷纷落地落实，限电限产措施在多个省份密集推出，“双高”企业轮番接到限产通知。企业与相关产业链都受到波及。目前，10多家上市公司发布公告，披露当地政策带来的影响。

根据该报记者采访了解到，目前，限电限产的范围不仅涵盖前期的钢铁、水泥、化工等高耗能产业，也开始涉及其他行业。

Posted by 5c0160 > 2021-09-24 18:35 | Report Abuse

1.15 next week

Posted by FactCheck > 2021-09-24 18:54 | Report Abuse

Actually. Signs are that gloves will turnaround next week. Could just as easily be 1.50, or more next week

Posted by Ryan83 > 2021-09-24 21:32 | Report Abuse

Comfort disappoint their shareholders giving 2 sen dividend only

Posted by jolow > 2021-09-25 07:39 | Report Abuse

china no bangla work in their factory. no extra cost social compliance cost

Posted by jolow > 2021-09-25 07:39 | Report Abuse

china source their nitrile raw material locally. more cheaper. Somemore their locals more hardworking.

Posted by jolow > 2021-09-25 07:40 | Report Abuse

not like msia workers. always want more public holiday, more work from home; etc

Posted by jolow > 2021-09-25 07:41 | Report Abuse

that why china unit cost very much lower. somemore their machine speed like bullet train

Posted by jolow > 2021-09-25 07:42 | Report Abuse

so it is justify why china can sell us 15 but msia sell us 30.

Posted by Bgt 9963 > 2021-09-25 09:56 | Report Abuse

With China gloves selling at 50% off...then malaysia glove are doomed...

Posted by FactCheck > 2021-09-25 11:02 | Report Abuse

Jolow, BGT - what are your sources that show china is selling at USD 15 / 50pct off? Let me guess "somebody told you?"

Posted by FactCheck > 2021-09-25 11:04 | Report Abuse

Looking around Alibaba , the cheapest price I saw even from China for medical gloves (with certification criteria) was USD 80 and above

Posted by jolow > 2021-09-25 11:28 | Report Abuse

please read the week edge issued number 1388 dated 10 sept 21 page 6 where it mentioned china is flooding the market eith us15 per box

Posted by jolow > 2021-09-25 11:31 | Report Abuse

msia glove player cannot survived. Too many issue

Posted by FactCheck > 2021-09-25 13:26 | Report Abuse

Why don't you post the article here for everyone's benefit?

The only article / section I found on keyword search from the edge with numbers is as per below.

“For instance, a box of 1,000 pieces of gloves sold at about US$95 previously. Current quarter (3Q21) may see about a 20%-30% decline, which would be between US$65-US$75 and for 4Q21, it may drop to around US$45-US$50. After that, the price may likely to stabilise around that level,” said Malacca Securities Sdn Bhd senior analyst Kenneth Leong.

Nothing about USD 15.

Posted by FactCheck > 2021-09-25 13:26 | Report Abuse

Also per box is only 100 gloves. So USD 15 per box means USD 150 per 1000 gloves

Posted by jolow > 2021-09-25 14:07 | Report Abuse

u dont believe is up to you.
u buy or sell i dont care
.

Posted by FactCheck > 2021-09-25 14:40 | Report Abuse

Lol. Okay. I don't believe.

Posted by Benny1123 > 2021-09-25 15:07 | Report Abuse

Jolow, China pay you how much? Why you like to talk bad about malaysian?

Posted by jolow > 2021-09-25 19:12 | Report Abuse

china bullet train coming
msia ktm only.like this how to compete

Posted by AlexT12 > 2021-09-26 07:39 | Report Abuse

wa, i dont know glove hv anything to do with bullet train, biological war some more. retailers are damned in this counter. why cut loss so difficult. cut nia ma. no money go back do 8-5 works. or go buy genetec. hopefully it wont crash again like glove.

Posted by Mr.Sm Invest123 > 2021-09-26 15:36 | Report Abuse

gloves over supply now. GG

Posted by Mr.Sm Invest123 > 2021-09-26 15:43 | Report Abuse

PMBTECH had double its production from 36,000 mtpa to 72,000 mtpa up to now, up to its 2nd phase project expansion from 4 phase development of 64 hectares ..

ADVANTAGES OF PMBTECH SILICON

Logistic Cost Advantage : Strategically located between the East and the West, Malaysia is located at the straits of Malacca, home to Singapore Port & Port Klang, Malaysia, two of busiest port in the world where shipping rates are favourable.

Locally Sourced Raw Material : Malaysia has readily available raw material which ensures consistency in supply.

Abundant Green Power Supply : Blessed with high rainfall and an abundance of rivers, Sarawak provides affordable, renewable energy through hydropower developments .. 1st hydroelectric plant (HEP) at Batang Ai (108 MW) in 1985, with Bakun HEP in 2011 (2,400 MW), followed by Murum HEP in 2014 (944 MW). Baleh HEP is still under construction & expected to be commissioned by 2025. That will make total capacity 3,452 MW.
source : sarawakenergy.com

CHINA SUPPLY OUTLOOK
Silicon & Aluminium price on a tear

Both silicon & aluminium price soars to their 3-year high. While global solar energy demand drove the recovery from March lows, it was actually news about China changing their environmental policies that fuels the price trend.

China produces more than 50% / 60% of the world’s aluminium / silicon. As mentioned earlier, it takes a great environmental toll to produce these materials. Now that China pivots its environmental concern policies, coal-fired power plants will be discontinued hence potentially shrinking production rates and altering supply-demand balance outlook.


SILICON AS AN ESSENTIAL MATERIAL FOR SOLAR & EV ECONOMY

Solar – The basic component of a solar cell is pure silicon, which also has been used as an electrical component for decades.

Polysilicon (a purer form of silicon) is in acute shortage because of vigorous solar module demand. Over 90% of the current solar cell market is based on silicon currently.

Electronic Vehicles (EV) – Elon Musk announced that Tesla will use more Silicon to replace Cobalt in producing its batteries for its future generation models.

The strategy poise to make Tesla EV a lot more affordable and is seen to be adopted by other EV battery vendors.

AGGRESSIVE CAPACITY EXPANSION

PMBT is undergoing an aggressive expansion plan to meet the world’s silicon demand is impeccable.

Located in Samalaju Industrial Park in Bintulu, Sarawak, it had double production capacity from 36,000 mtpa (1st phase) to 72,000 mtpa (phase 2), current phase.

The co.’s corporate plan indicates that the plant size is of 64 hectares and is suitable for 4 phases of development.

TRADE WAR

Trade war distorts the global supply chain. PMBTECH stands to capture higher market share as a neutral Malaysian producer.

Meanwhile the company’s markets are mainly in Europe and America where there are trade barriers against the Chinese suppliers.

CATALYST

Solar and EV drives silicon demand

Production capacity expands by 2x in 2021

Tesla battery revolution drives more silicon for anode material

Trade war for higher market share
25/09/2021 10:23 PM

Posted by Ryan83 > 2021-09-27 09:45 | Report Abuse

Comfort next support 1.25 today as dividend 2 sen too little to attract investors

Posted by jolow > 2021-09-27 09:51 | Report Abuse

80 sen coming

Posted by Dannyfyl88 > 2021-09-27 09:53 | Report Abuse

Can keep on dreaming of 80c. I am buying...all in then.

Posted by Benny1123 > 2021-09-27 10:34 | Report Abuse

Hope all investors can support glove company, don't sell anymore.. Bottom going to end soon. Haha

Posted by benykp > 2021-09-27 11:35 | Report Abuse

Note: shares can be loaned out with yearly interest. Your guess is as good as mine who will benefit.

Go figure their game play.

Posted by benykp > 2021-09-27 11:37 | Report Abuse

Muti million losses in airlines, prices going up.
Multi millions in profits, prices going down. Lovely.

Posted by Beltland > 2021-09-27 11:54 | Report Abuse

Remember ,Share market is a money Game !!!!!!!!!!!
It's a zero sum game !
It's a direct fight between IB and Retailers !