Posted by stockraider > 2020-12-17 12:56 | Report Abuse

THE KEY TO VALUATION IS WHAT TYPE OF SUSTAINABLE EARNINGS IN 2022 & BEYOND LEH ??

THAT WILL DETERMINE GLOVES VALUATION LOH...!!

2020 & 2021 IS JUST PUMP & DUMP OPPORTUNITY FOR GLOVES LOH...!!

Posted by smurfbee > Dec 17, 2020 12:50 PM | Report Abuse

note that the main question for gloves now is the valuation... whether 2021 revenue and PAT actually justify what price... also will the previously estimated FY21 PAT by IBs still hold water.... my take is more selling pressure ahead.... unless over time, vaccine is proven not a game changer... and Covid is not subsiding... then gloves will hit a major come back... also whether the structural step up in demand for gloves is permanent or eventually will normalize, we don't know... time will tell although I personally feel it should have a permanent increase given the awareness in every nations WW.

Posted by katsul51 > 2020-12-17 13:54 | Report Abuse

https://www.thestar.com.my/news/world/2020/12/17/top-us-health-official-says-pfizer-may-be-facing-challenges-manufacturing-covid-19-vaccines

Posted by billackman > 2020-12-17 15:11 | Report Abuse

Even at the current price of Harta, future profits are already factored in.

Posted by Aa01182 > 2020-12-17 19:23 | Report Abuse

To buy or not to buy....

Posted by Lewis Lee > 2020-12-17 23:10 | Report Abuse

A long term value investor target price for Bursa best managed company Harta :-
2025 TP = RM100
2030 TP = RM500

Posted by Lewis Lee > 2020-12-17 23:26 | Report Abuse

according to my research , Harta IPO on 21-4-2008, at price of 0.16 (after adjustment for numerous bonus issues & dividends) , as at today price = 12.00 , the return is X 75 for 12 years !!
The ONLY problem is how many investors have this patient to wait that long ??

Posted by Irisoren07 > 2020-12-17 23:55 | Report Abuse

Hye can any sifu help with my question.. Some harta call warrant have exercise ratio of 50:1 and revised exercise price of tm 0

Posted by Irisoren07 > 2020-12-17 23:56 | Report Abuse

Rm* 0

Posted by Irisoren07 > 2020-12-17 23:56 | Report Abuse

Why doesnt it attract any interest when 1 cw share is rm 0.02

Posted by Irisoren07 > 2020-12-17 23:57 | Report Abuse

Isnt it cheap comparing to harta current and future price?

Posted by Ryan83 > 2020-12-18 08:23 | Report Abuse

An influential Food and Drug Administration advisory panel on Thursday overwhelmingly backed Moderna’s coronavirus vaccine, a key step paving the way to distribute the second Covid-19 vaccine in the United States next week.

The nonbinding decision, which was adopted 20-0 with one abstention, by the FDA’s Vaccines and Related Biological Products Advisory Committee came exactly a week after the outside group of vaccine and infectious disease experts voted to recommend Pfizer and BioNTech’s vaccine for an emergency use authorization, or EUA.

Posted by XxxxXzz > 2020-12-18 10:07 | Report Abuse

C48, be ready to enter when harta rise ya
12.45 exercise
Ratio 12
Expired 31 Dec.
Now 0.025
If suddenly rise to rm15 then worth 0.2
800% margin

Posted by 123huat > 2020-12-18 12:01 | Report Abuse

buy some limit up later

Posted by 123huat > 2020-12-18 12:01 | Report Abuse

huat ar gogogogogogogogoogogogo

Posted by billackman > 2020-12-18 12:07 | Report Abuse

It's a good time to take profit now. More issues will be coming for glove sector.

Posted by XxxxXzz > 2020-12-18 12:44 | Report Abuse

Rm12 how to take profit? Before mco rm7 this stock lol

Posted by XxxxXzz > 2020-12-18 12:48 | Report Abuse

This not rise from rm1. Before mco harta is top1 in glove industry. They lose tg during pandemic due to capacity ulitized too much on pre order before covid. So less margin come from spot order.
Not same as tg, tg before covid maybe only used 60% production capacity on pre order before covid. Then once they full ulitized their capacity the extra can sell for spot order.

That why in long term harta always the best. Before or after covid their production capacity can maintain fully booked

Posted by stockraider > 2020-12-18 12:49 |

Post removed.Why?

Posted by LaoTzeAhSir > 2020-12-18 18:09 | Report Abuse

shut up raider

Posted by Sslee > 2020-12-19 11:06 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2020-12-19-story-h1538283970-Glove_sector_behind_the_profit_growth_story.jsp

Glove sector the story behind profit growth

Posted by Mabel > 2020-12-19 11:21 | Report Abuse

The US is always very jealous of other country success. China got Huawei the most innovative tech company in the world, they jealous. We Malaysia got 1st Biggest Glove Makers, 2nd Biggest palm oil and 3rd Biggest Rubber Producer, they jealous.

US jealous Malaysia got so much palm oil, they have anti-palm oil campaign. US jealous Malaysia produce so much gloves, they have JP Morgan downgrade the sector whereas US Tesla boleh PE 1000x! But gloves PE 16x dah downgrade. JP Morgan has buy call on Tesla even thought Tesla PE is 1000x!

So Western country can have high PE but Asian country cannot have high PE is it? Cos Top Glove PE only 16x already downgraded by JP Morgan.

LOOK AT ZOOM SHARE PRICE. THIS IS A PURE PANDEMIC PLAY COUNTER-WORK FROM HOME VIDEO WARE. JAN 2020 PRICE IS BELOW USD$70. TODAY CLOSED IS STILL $399. STILL MORE THAN 5X UP. AT THE PEAK IS >$500. GLOVES FANTASTIC FOUR IS DEFINITELY MUCH BETTER..

. sentiment is currently against glove so don't waste your energy here against the Naysayers.


Gloves are backed by very strong Fundamental. Gloves demand will continue with or without Convid 19. Gloves will peak by mid next year. My advice is that's the best time to lock your profits if you have not already done and/or Till then, just continue to enjoy the fantastic Dividend and Bonus Issues. All the Fantastic Four companies are very generous to their shareholders.

Meow

Posted by Mabel > 2020-12-19 11:25 | Report Abuse

#Sslee https://klse.i3investor.com/blogs/Sslee_blog/2020-12-19-story-h1538283...

Glone sector the story behind the profit growth
19/12/2020 11:04 AM

Thanks for sharing your article Sslee

Meow

Posted by mf > 2020-12-19 13:37 | Report Abuse

Dow Jones 30,179.051 -124.32 0.41%
Nasdaq 12,755.64 -9.107 0.07%

Posted by CynicalCyan > 2020-12-19 17:44 | Report Abuse

Imagine this scenario.

Tim and Henry are fishermen. They found a treasure chest in the sea this year.

Tim decides to buy shares now.

Henry decides to save his windfall for the future.

Who is more prudent in money management? Can Tim and Henry find a treasure chest every year?

Posted by partimeshark > 2020-12-19 22:49 | Report Abuse

Video: US head nurse faints during press briefing, took COVID-19 vaccine shot earlier

https://www.reuters.com/article/uk-factcheck-vaccine-genocide/fact-check-nurse-fainting-after-covid-19-vaccine-not-evidence-of-potential-mass-genocide-idUSKBN28S2F5

https://www.dnaindia.com/world/news-video-us-head-nurse-faints-during-press-briefing-took-covid-19-vaccine-shot-earlier-2862917

Posted by ChaseBros > 2020-12-20 00:23 | Report Abuse

Per 2019 US Statistic, those aged 16 or 18 and below may be around 70 mln out of 328 mln population. Thus, 258 mln would be eligible for the Pfizer/Moderna vaccine.

If 70% population herd immunity is required, it would translate to around 230 mln (or 70% x 328 mln), thus they would need to convince 90% of the eligible individuals. It may be an uphill task, since recent survey shows that merely 60% would take the vaccine which is still short of the 70% target (let alone, actually 90% of the eligible individuals are required).

If the virus mutate too fast, as it might be, (becoming more contagious), since the number of cases are swelling very fast to all time high in this winter, then maybe higher percentage of population need to be vaccinated in order to achieve herd immunity, provided the effectiveness (not efficacy) remain at 95% and long lasting.

In case of the measles, which is a highly contagious illness, it's estimated that 94% of the population must be immune to interrupt the chain of transmission. https://www.mayoclinic.org/diseases-conditions/coronavirus/in-depth/herd-immunity-and-coronavirus/art-20486808

Is this only a temporary vaccine euphoria to provide quick relief to this painstaking winter?, as many people are experiencing Covid fatigue; And, with the hope to develop more potent and long lasting vaccine in the future?

Posted by stockraider > 2020-12-20 16:17 |

Post removed.Why?

Posted by stockraider > 2020-12-20 16:52 | Report Abuse

Agreed its usage grew loh...!

But production volume & capacity grew even much faster mah!!

That means ASP going to fall loh...!!

With many different covid19 vaccine coming lagi worse loh...!!


I already told u that Spanish Flu over within 3 years due to herd immunity, U read back history mah...!!

Now our medical science is already 100 years ahead we have good drugs, immunology health products, many many vaccine and beside herd immunity and it is already 1 year...likely Covid 19 will be over soon loh...!!

Not only that there will be definitely excess supplies of Gloves coming due capacity expansion & over production mah...!!

Beyond 2021 Gloves will be dead duck mah...!!

Posted by inPeace > 2020-12-20 23:16 | Report Abuse

https://www.ndtv.com/world-news/netherlands-bans-uk-flights-until-january-1-after-new-mutant-coronavirus-spreads-rapidly-2341207

Mutant Coronavirus Strain "Out Of Control", Says UK Amid Flights Ban


European countries started banning flights coming from the UK on Sunday as government in London warned that a potent new strain of the virus was "out of control".

The moves come as around a third of England's population entered a Christmas lockdown and UK Health Secretary Matt Hancock warned that the new strain of virus was "out of control".

Prime Minister Boris Johnson had said the day before that millions of Britons would have to cancel their Christmas plans and stay home because the new strain was spreading far more quickly.

Speaking on Sky News, Hancock said the situation was "deadly serious."

Posted by Targeted > 2020-12-21 14:07 | Report Abuse

.
Most important numbers for glove investors, superbly laid out. Quality work, should be equal to standard required by glove industry experts...

https://klse.i3investor.com/m/blog/Newroc/2020-12-21-story-h1538313735-GLOVE_SUPPLY_WILL_NOT_EXCEED_DEMAND.jsp

Posted by LaoTzeAhSir > 2020-12-21 14:34 | Report Abuse

everybody, retailers, non-shortist banks, foreign funds should blast the institutional shortists together to school them a big time lesson for manipulating the share price at the cost of other people.

Posted by Keyman188 > 2020-12-21 14:34 | Report Abuse

Worldwide people still suffering everyday during virus pandemic...


But Keyman188 saw a lot of glove players still pegging more virus to come......


We need to earn more money but must not harmful to earn "Death" or "Suffering" people money......


人在做...天在看...


God always watching & knows what you did......

Posted by LaoTzeAhSir > 2020-12-21 14:57 | Report Abuse

Time to bust the shortists.

Posted by LaoTzeAhSir > 2020-12-21 15:04 | Report Abuse

Everybody, retailers, non-shortist banks, foreign retailers, investors and big players should now all come TOGETHER to blast the institutional shortists and school them a big time lesson for manipulating the share price at the cost of other ordinary people.

#Harta #Topglov #Supermx # Kossan #forceShortistToRecoverPosition #killshorts #OnePeopleOneGloveSharesCampaign, let's do this!

Posted by LaoTzeAhSir > 2020-12-21 15:09 | Report Abuse

Let's spread this and blast the unethical RSS institutional shortists together. #ForceToRecoverShortPosition@higherPrice. #RetailersPower #ComeAsOne

Posted by ProsperousRealm > 2020-12-22 06:41 | Report Abuse

Glove bull wave 3 coming soon

Posted by ProsperousRealm > 2020-12-22 06:41 | Report Abuse

Guys getting tired of krappy bullshhitty excessively overhyped recovery theme & vaccine theme stocks with lousy fundamentals & hopeless earnings potentials

Posted by ProsperousRealm > 2020-12-22 06:42 | Report Abuse

They'll all be dumping throwing those stocks fairly soon

Posted by kd88 > 2020-12-22 11:07 | Report Abuse

Key takwaway from today EGM

- MS not only ventured into glove business but also planning to venture into other healthcare related business which could include personal protection, pharmaceutical, services and / or upstream product.
- MS understand the importance of R & D and they will invest into this. They also have talent who have experience in this area
- MS will look for business opportunity with RCEP partner in Asia
- The glove production line is high speed one and highly ajtomated with auto stacking and auto stripping features. The production capability is 38k pieces per hours per production line. Industry highest is Hartalega production line which can produce 45k pieces per hour per line.
- They will continue focus in automation development, same as what they are doing in plastic segment
- As a new player, they have more options to choose between spot order and contractual order. Take note that the spot selling price could be 50% to 100% higher than contractual selling price.
- As a new player, their production line is new which half of production line from old player could be old already. This could bring more efficiency to MS compared to other old player.
- They have received more than 60 letter of intent from customer.
-They are unable to provide profit guidance. But they mentioned spot selling price per 1k piece for nitrile glove is USD 80 to 160,while the cost from USD 27 to USD 50
- For the capex of RM 160m, they are looking to pay back within 1 to 1.5 yeaQ

Posted by kd88 > 2020-12-22 11:08 | Report Abuse

Dump your unlogical over valued harta and buy deep under valued may sing

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

Don't touch gloves for awhile...... too much of noises..........move to other opportunities.... opportunity loss in the casino is the greatest costs

Posted by kd88 > 2020-12-22 14:14 | Report Abuse

Butadiene price already starts to drop. With UK virus mutation and cost of nitrile's raw material drops, glove will fly again.

This time will break last time high.

Posted by LaoTzeAhSir > 2020-12-22 15:57 | Report Abuse

kd88

If harta collapse, so as any other top 4 members. be triple re-assured your mahsing will be moving in tandem. keep wishing bad for others, it will 200% revert back to you.

Posted by partimeshark > 2020-12-22 23:14 | Report Abuse

sohai la mahsing, just a pure goreng counter

Posted by VolatileIsMyGold > 2020-12-23 04:05 | Report Abuse

Glove bull wave 3 coming

Posted by VolatileIsMyGold > 2020-12-23 04:05 | Report Abuse

Possibly triggered by new strain of covid-19 virus found in UK, which current vaccines being developed might not be able to handle

Posted by VolatileIsMyGold > 2020-12-23 04:06 | Report Abuse

Major EU countries like France already banned flights & other travel from UK

Posted by hasnah > 2020-12-23 10:32 | Report Abuse

In Selangor, the Bukit Naga cluster was detected in Klang with 58 cases, said Health director-general Tan Sri Dr Noor Hisham Abdullah.

Posted by Morpheus61 > 2020-12-23 10:33 | Report Abuse

Why Structured Warrants are the death of investors !

The following is a list of CFD's ('Structured Warrants' as they are called ONLY in Malaysia)


In the Money:

https://imgur.com/cEk679H

Out of Money:

https://imgur.com/KVsaLxJ

It does'nt take a rocket scientist to figure that the Share price
of THE ASSET (The Underlying Share) will be close to if not less than
the Exercise Price of the Warrant at expiry.

Historical data clearly shows that 95-98% of the investors lose money
in CFD's. In fact. most issuer's around the world have this statement
as a Disclaimer. 2 Pages of a Macquaire Issue Document can be viewwed
in the following link. 2nd page contains all the DISCLAIMERS.

https://imgur.com/zPEaNub

Posted by gloveharicut > 2020-12-23 10:45 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2020-12-23-story-h1538365535-Freight_Management_looks_to_strengthen_presence_in_international_market.jsp