Posted by abc123_2020 > 2020-11-06 18:18 | Report Abuse

good for AT, trader and investor will switch from big 4 glove to AT for fresh super duper high return soon...only 3 weeks at least from now for double ur capital...Dec 2020 TP 0.30

Posted by Taeyeon09 > 2020-11-06 23:47 | Report Abuse

Careplus no donation and undervalue compare to others glove counter, have much potential in big uptrend~

Posted by LaoTzeAhSir > 2020-11-07 00:27 | Report Abuse

no donation. cox not qualified and can't afford yet, and that itself tells you a lot.

Posted by NPRA1985 > 2020-11-07 02:21 | Report Abuse

Sinopharm Vaccine (linked to Kanger) is on track for full approval in November or December

“The most promising of these, developed by Wuhan-based Sinopharm, is already being given to frontline workers in the United Arab Emirates. According to Wu Guizhen, chief biosafety expert at the Chinese Center for Disease Control and Prevention, Sinopharm’s candidate is on track for full approval this month or next.”

https://www.foreignaffairs.com/articles/united-states/2020-11-05/china-winning-vaccine-race?amp=true

Posted by myinvestor > 2020-11-07 07:11 | Report Abuse

The Sinopharm vaccine must state the effectiveness against the covid-19. If it is just 50% effectiveness, only certain group of peoples are protected. They must publish the details of vaccine trial injected to peoples with covid-19 and those peoples without covid19 -eg. side effects, effectiveness and so forth. Otherwise it is too risky to get yourself injected.

Posted by flyingtomoon2020 > 2020-11-07 12:49 |

Post removed.Why?

Posted by vespa > 2020-11-07 19:12 | Report Abuse

Hi Guys does anyone have Maybank's latest valuation of Hartalega based on DCF method.. don't need the report just the price.

Posted by partimeshark > 2020-11-07 23:04 | Report Abuse

buy harta warrant... c56 so cheap H9E

Posted by partimeshark > 2020-11-07 23:05 | Report Abuse

c53 also cheap

Posted by thchan > 2020-11-08 01:43 | Report Abuse

https://klse.i3investor.com/blogs/learnmyuncle/2020-11-07-story-h1535685582-A_Simple_Budget_Talk_With_My_Uncle_Retired_Fund_Manager.jsp

Posted by Goldberg > 2020-11-08 10:26 | Report Abuse

https://klse.i3investor.com/blogs/freetospeak/2020-11-08-story-h1535513315-SUPERMAX_EVOLVING_GLOBALLY.jsp

Posted by newbie8080 > 2020-11-08 12:11 | Report Abuse

Topglove: New president Biden will bring changes to US CBP decision


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-11-08-story-h1535688373-Topglove_New_president_Biden_will_bring_changes_to_US_CBP_decision.jsp

Posted by partimeshark > 2020-11-08 18:57 | Report Abuse

gloves still the king... H9E c53,c56

Posted by kachan > 2020-11-09 08:42 | Report Abuse

buy buy buy all glove will limit up.

Posted by partimeshark > 2020-11-09 09:23 | Report Abuse

H9E c53,c56

Posted by WeLoveSarawak > 2020-11-09 11:55 | Report Abuse

why so many buggers super confident everyday shout LIMIT UP? very funny...

Posted by Lewis Lee > 2020-11-09 14:38 | Report Abuse

Foreign funds are coming back ! Harta is always one of foreign funds' favorite !
Do take note !!

Posted by Lewis Lee > 2020-11-09 14:40 | Report Abuse

https://klse.i3investor.com/blogs/E_Wave/2020-11-09-story-h1535690143-Gloves_Waves_HARTALEGA_has_the_Best_Bull_Waves_among_all_gloves_stock.jsp

After screening through all waves count among the top gloves stocks, i found that Hartalega has the best setup for the impending Higher Degree of Wave 5 Bull Run where the current Wave 4 Correction is soon end. The current healthy correction level with a strong PTI reading of 64 which would lead to higher tendency to succeed Wave 5 strongly. Wave 5 potential targets are TP1 Rm21 or TP2 RM23.

All waves' count and projected target are generated based on past/current price level and it may be subjected to vary if degree of momentum movement change.

Trade safely

Wave Believer

Posted by aphrodite > 2020-11-09 16:20 | Report Abuse

Based on charts, there seems to be a positive trend of institutional buys.

Posted by Kendo Ken Hz > 2020-11-09 19:50 | Report Abuse

What, kossan can earned so much! 1 bil sales 400 mil peofit

Posted by LaoTzeAhSir > 2020-11-09 21:42 | Report Abuse

rip... sad, fa n ta or not, one vaccine send all sentiment to hell first. good luck warrants holder. and people who already went big or all in

Posted by Kossan > 2020-11-09 21:52 | Report Abuse

There are questions about how long immunity lasts, and about vaccine's effectiveness for different age groups.
The data presented is not the final analysis. It is based on the first 94 volunteers to develop Covid - the precise effectiveness of the vaccine may change when the full results are analysed.
Pfizer and BioNTech say they will have enough safety data by the third week of November to take their vaccine to regulators. Until then it is not possible for countries to begin their vaccination campaigns. It is a relief... there is a long long way to go before vaccines will start to make a real difference, but this feels to me like a watershed moment.

Posted by manegto > 2020-11-09 22:25 | Report Abuse

I see pfizer announcement SAME like stupid moderna announcement.Wat happen to moderna news now ? Already vanished in jungle

Posted by gemfinder > 2020-11-09 22:27 | Report Abuse

Tis is pfizer dun play play. Not cap ayam company

Posted by infinity888 > 2020-11-09 23:11 | Report Abuse

https://www.cnbc.com/2020/11/09/dr-scott-gottlieb-pfizer-covid-vaccine...

Goodluck Pfizer, aka russian vaccine, only 94 patients have corona cases out of 40k testing

Posted by Kossan > 2020-11-09 23:23 | Report Abuse

Dr. Scott Gottlieb told CNBC the U.S. will still have to experience “the hardest stretch” of the coronavirus pandemic without the benefits of a vaccine, despite the positive news earlier Monday from Pfizer.

Gottlieb, a former U.S. Food and Drug Administration commissioner in the Trump administration, is a member of Pfizer’s board of directors.

Posted by goldenluck16 > 2020-11-10 08:58 | Report Abuse

IBs shorting today. Buy on weakness. Sell in the afternoon session

Posted by goreng_kaki > 2020-11-10 09:11 |

Post removed.Why?

Posted by whenarmada > 2020-11-10 09:14 | Report Abuse

glove counters are very sensitive to vaccine news. it will never stop haunting them. buy only at significant drop

Posted by MasterYoda > 2020-11-10 09:17 | Report Abuse

ah yo yo apa jadi harta ke ke ke

Posted by smallfellow > 2020-11-10 09:24 | Report Abuse

So far it is only an interim analysis and had only demonstrated initial evidence of efficacy against #COVID19. Long Long way to go. No need to panic, can still make a lot of hay while the sun shine. Even if they do finally come out with a vaccine people will still buy gloves. When the AIDS/HIV virus came under control the demand for gloves did not fall. In fact it kept going up but at a slower pace. Todays fall is just knee jerk reaction. I think most of today's fall will be recovered in the coming weeks when all the hype goes away and reality comes back into the market.

Posted by smallfellow > 2020-11-10 09:39 | Report Abuse

The Dow Jones went up by more than 1,600 points in early morning trade but after reality check fell back and closed with a gain of just over 800 points. I think the glove sector will follow a similar pattern and should recover some of it's lose by the end of today.

Posted by goreng_kaki > 2020-11-10 10:47 |

Post removed.Why?

Posted by aphrodite > 2020-11-10 10:57 | Report Abuse

@goreng_kaki Up always less? Were you blind the past few days?

Posted by Mkt_watcher > 2020-11-10 11:12 | Report Abuse

Some points to consider before you panic and sell your glove stock (ESPECIALLY for those who bought with cash, not margin or contra):
(Others have alredi made some of this points. Anyway..)

1. This vaccine has not been peer-reviewed yet. Let's say for arguments sake it is successful; it will still take AT LEAST a year or 18 months to vaccinate a large portion of the population. Also, in the US and some parts of Europe (the biggest markets), many people will refuse to take the vaccine. ie. Even though ASPs may normalise a bit, the DEMAND will still be there (esp US, where the country is divided..remember Trump got 70mil votes!).
On top of that, this mRNA vaccine needs to be stored at -70 degrees Celsius. Many US hospitals dont even have this facility. It is going to take a long time to vaccinate ppl in hot weather countries in Asia, Africa & South America.

2. Remember what Harta boss said: Demand will be high for next 3 years. All the big 4 (&others) have big Capex plans. Also, Pet Chem has started building a plant for raw materials. All these ppl wont simply put money into something that they cant benefit from.

3. Even with a vaccine, gloves will be used a lot. When the F&B, hospitality, travel industries reopen, the staff will be required to use gloves.So there will be high demand, even in a post-Covid world.

4.From the above points, i am assuming that Glove stocks' PAT will still be high for next 2-3 years AT LEAST. Even if you're caught at a high price..just hold and take the dividends in the meantime. All the Big 4 have Dividend Payout policies (ranging from 30%-50%), and some like TG has said they will start paying dividends every quarter from 2021.

Even if you have to sell, wait for some recovery to get a better exit price. This is currently a knee-jerk reaction.
Good luck.

Posted by Chen Caesar > 2020-11-10 11:30 | Report Abuse

better exit price? it is only less than 10% drop, wait for others to finish selling and then let others catch the knife?

It is only Pfizer that require that cold storage, others DO NOT, and more will offer their data THIS MONTH, have fun selling LATER.

Posted by gloveharicut > 2020-11-10 11:37 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2020-11-10-story-h1535719004-GLOVES_party_End_You_should_ask_how_to_distribute_the_ultra_cold_vaccin.jsp

Posted by gloveharicut > 2020-11-10 11:40 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2020-11-10-story-h1535719004-GLOVES_party_End_You_should_ask_how_to_distribute_the_ultra_cold_vaccin.jsp

But the vaccine’s complex and super-cold storage requirements are an obstacle for even the most sophisticated hospitals in the United States and may impact when and where it is available in rural areas or poor countries where resources are tight.

“This will be a challenge in all settings because hospitals even in big cities do not have storage facilities for a vaccine at that ultra-low temperature.”

Posted by wong > 2020-11-10 11:54 | Report Abuse

Glove stocks down, not part of Pfizer vaccine party
KUALA LUMPUR (Nov 10): While the world is celebrating Pfizer’s overnight announcement of a viable Covid-19 vaccine candidate, rubber glove stocks may not be part of the party.

Glove counters top the loser list after the morning bell today.
As at 10.20am, shares in rubber glove counters were among the top losers on Bursa Malaysia. Hartalega Holdings Bhd slid by 8.54% or RM1.54 to RM16.60, making it the top value loser on Bursa, followed by Supermax Corp Bhd, down 75 sen or 7.79% to RM8.88.
In the third place was Kossan Rubber Industries Bhd, which released a strong set of quarterly earnings yesterday, dropping 63 sen or 8.27% to RM6.88, valuing it at RM17.59 billion.
Top Glove Corp Bhd took the fifth place, falling 54 sen or 6.37% to RM7.94.

The smaller players were not spared from the selling pressure. Comfort Gloves Bhd fell 31 sen or 6.97% to RM4.14, Careplus Group Bhd shed 27 sen or 7.8% to RM3.19, and Rubberex Corp (M) Bhd lost 16 sen or 6.45% to RM2.32.

The Healthcare Index was dragged down by the glove stocks, declining by 1.78% or 73.47 points to 4,048.89.
Still, while there was a selldown across the rubber glove stocks, shares in companies tapped by the government to bottle and distribute a potential Covid-19 vaccine were rising.

In a note this morning, AmInvestment Bank Research reiterated its view that the market will continue to shift to predominantly pandemic-themed plays to a recovery-focused theme in December.

“We have been advocating for investors to lighten their positions in the 'pandemic play', i.e. glove stocks, and replace them with the 'recovery play'.

“With the latest positive news coming in a rather abrupt manner, we expect volatility as investors of glove stocks rush to the exit at the same time. The two FBM KLCI-weighted glove stocks, i.e. Top Glove and Hartalega, command a combined weighting of 13% to 14%,” AmInvestment Bank wrote in the strategy note.

Having downgraded the glove sector to "neutral" on Aug 25, 2020 from "overweight" on positive news of a vaccine, AmInvestment Bank was putting fair values (FVs) for glove stocks under its coverage under review with negative bias.
Still, it expects gains linked to recovery plays to be significantly offset by losses seen in pandemic plays, resulting in it maintaining its end-2020 KLCI target of 1,530 points despite the overwhelming good news.
To recap, Pfizer and its German partner BioNTech announced last night that their experimental Covid-19 vaccine was more than 90% effective with no serious safety concerns based on initial trial results, estimating that they can roll out up to 50 million doses this year for 25 million people and produce 1.3 billion doses in 2021.

Posted by Lewis Lee > 2020-11-10 12:00 | Report Abuse

Now it is a good opportunity to collect more HARTA at dirt cheap price !!

Posted by Mabel > 2020-11-10 12:03 | Report Abuse

Pfizer said that its experimental coronavirus vaccine was found to help prevent COVID-19.

Still, the data hasn't been published in a peer-reviewed journal, and regulators haven't reviewed the vaccine.

Supplies of the vaccine are limited. If the vaccine is approved, it could take months for you to get it.

The peak for Glove price has yet to come. Lock your profits if you have to. But don't sell all and by all means, avoid CWs. There already too many CWs. You may think you spotted a good deal and other investors are dumb to buy mother share instead of warrant. Just wait till IB press down the price and you lose all money in the CW. You will know who is dumb in the end. We already seen this happen recently. Learn from that mistake.

Meow

Posted by ahbah > 2020-11-10 12:07 | Report Abuse

Fizer oredi got stated the Superbull Run 2021 for us !

Just close eye n masuk lah, please. Thanks.

Posted by Mabel > 2020-11-10 12:09 | Report Abuse

“There is one thing that we can learn from history: we should always be calm, disciplined, collected, and most importantly, buying the dips.”

Meow

Posted by Mabel > 2020-11-10 12:22 | Report Abuse

@
ahbah Fizer oredi got stated the Superbull Run 2021 for us !

Just close eye n masuk lah, please. Thanks.
10/11/2020 12:07 PM

I'm already in Gloves and Vaccine..

Always stay invested..

Meow

Posted by PZOGRO > 2020-11-10 12:26 | Report Abuse

C’MON HARTA GO GO GO WE R NOT FAR FROM 20.00!!! SHAMED ON YOU!!

Posted by greedy44444 > 2020-11-10 13:09 | Report Abuse

It is clear that glove stocks are not immune to vaccine news. More positive news about vaccine coming out soon so beware for those who still holding glove stocks. Expect more bumpy rides after this.

Posted by greedy44444 > 2020-11-10 13:28 | Report Abuse

More downside risk this week for glove stocks, good luck to those glove believers. I'm personally very hopeful that vaccine quickly come out so that everyone could live a normal life again and less unfortunate deaths from covid-19 happened again day and night. Why you so happy to earn lots of money from ppl's suffering ?? GOD bless the world.

Posted by PZOGRO > 2020-11-10 13:28 | Report Abuse

I THOT TODAY WAS 11.11

NEVER KNOWN BIG SALES CAME ONE DAY EARLY.

DONT KNOW BIG BIG SALES STILL CONTINUE !

Posted by Seven77 > 2020-11-10 14:05 | Report Abuse

Pfzer vaccine need to store at minus 70 degree. Need super cold storage. Sure got issue transport it.

Posted by loneranger3211 > 2020-11-10 14:10 | Report Abuse

I bought at RM16.10, a right decision?