Posted by Alex Foo > 2017-07-05 12:19 | Report Abuse

if all here cry buy i will scare also

Posted by abcb > 2017-07-05 12:43 | Report Abuse

Comfort(2127)
NTA:0.39
EPS:0.081
PERatio: 11.29 times
Dividend: Zero
Current share price: RM0.92(overvalued)
www.isaham.my Fair value:RM0.59

Ruberex(7803)
NTA:1.11
EPS: 0.081
PERatio:9.9 times
Dividend:0.75 SEN
Current share price: RM0.795(undervalued)
www.isaham.my Fair Value: RM1.45

Posted by 小鱼 > 2017-07-05 12:55 | Report Abuse

abcd, can you show the fundamental score between comfort and ruberex?

Posted by TP500 > 2017-07-05 12:59 | Report Abuse

bye bye mrbai bai

Posted by honda70 > 2017-07-05 13:05 | Report Abuse

I wonder abcd understand what is supply & demand?
USD is overvalue. MYD is undervalue. WHY?
Confidents, trust & demand.....
isaham indicate Fair Value for Top Glove is 2.13!!! So, all better sell and RUN FAST FAST...

Posted by vcheekeong > 2017-07-05 13:09 | Report Abuse

Hi just bought at RM0.915 hope not latecomer ?

Posted by riko > 2017-07-05 13:10 | Report Abuse

please dont scare abcd ... we have lost bai bai ...
without them , comfort hard to move up.

Posted by honda70 > 2017-07-05 13:13 | Report Abuse

Sorry, learning abcd is hard... :-)

Posted by hyino > 2017-07-05 14:00 | Report Abuse

just checked ruberex financial report , they expense is too high , not just one quarters , almost same revenue with comfort , but comfort earning is double .. please correct me if im wrong ...

Posted by abcb > 2017-07-05 14:18 | Report Abuse

Risk Reward Ratio for Comfort(2127): -5.04 {negative}

Risk Reward Ratio for Ruberex(7803): 18.48{positive}

From www.isaham.my

Posted by Alex Foo > 2017-07-05 14:24 | Report Abuse

@vcheekeong

still early in the game. If you can hold for 2 QR to see the fruit =)

in the mean time, it's the paid software war now

Posted by VFTRADER > 2017-07-05 14:30 | Report Abuse

If want to check how good is the company management, can divide "Revenue / Total Plant, machine invested...). This calculation is try to show that (lesser money invested to produce higher revenue).

If you compare all those glove companies including Riverstone, Comfort and Riverstone is at tier 1.

The rest in Tier 2.

Posted by abcb > 2017-07-05 14:31 | Report Abuse

Comfort(2127)
Trailing PE: 19.8 {no good}
EV/EBITDA: 20.0 {no good}
PEG :1.32{no good}
Dividend Per Share(DPS): 0.0 sen
Dividend yield: 0.02%
FCF Yield: -4.85{negative} {no good}

Ruberex(7803)
Trailing PE: 8.9[Good]
EV/EBITDA:0.00[Good]
PEG:0.59[Good]
Dividend Per Share[DPS]:1.25 sen
Dividend Yield[DY]: 2.6%[Good]
FCF Yield:0.00%[Good]

Posted by hyino > 2017-07-05 14:35 | Report Abuse

brain is better than paid software . haha

Posted by hyino > 2017-07-05 14:37 | Report Abuse

ruberex almost 50% products is export to china land , .... that is too risky .. they drop 4m sales on the lastest quarters ..

Posted by VFTRADER > 2017-07-05 14:51 | Report Abuse

Latest Q result:

[Ruberex]
Rev=80,476
NProfit=3,332 (4.1% of rev)
Prop, machine=199,102 (rev is 40.4% of Prop, Machine)


[Comfort]
Rev=93,702
NProfit=10,146 (10.8% of rev)
Prop, machine=124,735 (rev is 75.1% of Prop, Machine)


If you are running the business, which company can perform better in the future??
Business Sense is very important in investing.

a) Are you looking at high margin business or low margin business??
b) If you invested RM1 in any investment, are you looking for higher return or lower return??

Posted by VFTRADER > 2017-07-05 14:57 | Report Abuse

abcd, can you trust your presented data??

Comfort no dividend but why got dividend yield??

Posted by hyino > 2017-07-05 14:58 | Report Abuse

www.isaham.my (abcd) only using kindergarden calculation , so pity

Posted by hyino > 2017-07-05 15:03 | Report Abuse

VFTRADER because that is for kindergarden use

Posted by VFTRADER > 2017-07-05 15:28 | Report Abuse

yalah yalah, better dont kacau him.
Let him copy bulat bulat from isaham coz I need to make money from him....hehe

Note: Rubberex dividend = 1.25sen. share px 80sen. Dividend yield=1.5%.

Posted by Alex Foo > 2017-07-05 16:16 | Report Abuse

comfort div = 0% = win = 100% reinvestment = better ROE = win = software bug

Posted by riko > 2017-07-05 16:20 | Report Abuse

looks like tomorrow will have a good goreng.

Posted by hyino > 2017-07-05 16:25 | Report Abuse

riko , why ?

Posted by riko > 2017-07-05 16:36 | Report Abuse

i just see the way it trade , but i could be wrong.

we still need bai bai and abcd...

Posted by hyino > 2017-07-05 16:45 | Report Abuse

riko , baibai already tell u to sell , and abcd ask u to buy his company ruberex

Posted by Frontline > 2017-07-05 17:01 | Report Abuse

Tomorrow going the break the 0.95 level.

Posted by TP500 > 2017-07-05 17:49 | Report Abuse

i dun think so ,because mrbai still waiting at 0.80 with his paid software

Posted by philip31 > 2017-07-05 18:07 | Report Abuse

In order to break the Rm1.00 level , my opinion is, it will only happen when the next quarter results are known.

Posted by TakeProfits > 2017-07-05 20:13 | Report Abuse

Yeah tomorrow break 95c, then to above 1$....haha

Posted by TakeProfits > 2017-07-05 20:41 | Report Abuse

Ayah, you all work on pe and values. Haha, if a player comes along to play it, all the value analysis, can throw into longkang...Haha.... This equation cannot be included in value analysis equation..

Posted by beyong > 2017-07-05 21:34 | Report Abuse

from what i read, Rubberex is producing Industrial and Household Gloves while Comfort is producing Speciality Examination Gloves (which i have no idea what is this) used in healthcare industry.
anyway Rubberex is also expanding it plants.
seems like all the glove companies are expanding their plants now.
if any of you know more about Comfort Gloves, hope you can share here! :)

Posted by Alex Foo > 2017-07-05 21:36 | Report Abuse

i personally know Comfort's accountant. But cannot tell too much, later kena insider trading

Posted by riko > 2017-07-05 22:22 | Report Abuse

tons of god here .... bai bai and abcd disappeared

Posted by Alex Foo > 2017-07-06 09:39 | Report Abuse

huat ar software~

Posted by prudenteinvestor > 2017-07-06 09:55 | Report Abuse

have 20k avg price 73 sen. Thinking of taking profit. Down buy back..

Posted by kenteoh94 > 2017-07-06 09:58 | Report Abuse

Going to break new high lo

Posted by Alex Foo > 2017-07-06 10:14 | Report Abuse

warning, software detected impending selling....

Posted by riko > 2017-07-06 11:06 | Report Abuse

abcb www.isaham.my
Fair Value:RM1.45
06/07/2017 09:34

hahaha ... this abcd go to rubberex spread the shit.

Posted by trap44 > 2017-07-06 11:10 | Report Abuse

Robust demand for Malaysia’s nitrile gloves
http://www.thestar.com.my/business/business-news/2017/07/06/robust-demand-for-malaysia-nitrile-gloves/

Posted by hyino > 2017-07-06 12:20 | Report Abuse

if ruberex 1.45 , comfort 2.00 lo . haha

Posted by Alex Foo > 2017-07-06 12:28 | Report Abuse

@trap44

comfort is more on specialty gloves. More usage in healthcare. And you know healthcare demand la =)

Posted by riko > 2017-07-06 16:03 | Report Abuse

神....出來了.... --___--.
market 很烂... comfort還是頂得住.

Posted by Alex Foo > 2017-07-06 16:04 | Report Abuse

红红色啊~no eye see a~

Posted by TP500 > 2017-07-06 19:10 | Report Abuse

mrabai are right ,pls sell before too late :()

Posted by youkian2 > 2017-07-06 20:30 | Report Abuse

TP500, drop 0.5 sen only you already panic. How to make big money in shares?

Posted by Frontline > 2017-07-06 20:42 | Report Abuse

TP 500, waiting to buy back at 0.80.

Posted by vxpoison > 2017-07-06 23:15 | Report Abuse

I m waiting too at 0.780...

Posted by TP500 > 2017-07-06 23:42 | Report Abuse

u people dun understand what i means :(

Posted by TP500 > 2017-07-06 23:46 | Report Abuse

riko&alex foo will know it,ha

Posted by kimseng59 > 2017-07-06 23:58 | Report Abuse

Look at the growth and potential in long term. Look at how it perform from IRCB to Comfort. Business is growing and so its profit.If pay dividen then this counter will move further.