Posted by Condom004 > 2021-12-12 10:07 | Report Abuse

https://www.eventure.com.my/en/blog/tan-tao-topglov-7113-ye-ji-biao-xian-11-12-2021?fbclid=IwAR3X0PafDefCwtjrv00gNr3O10sv-BubRo9tTXd_Ll4qd5fxMsYDQqp2tdw. Can read this article bout topglove Finance quite let people worry

Posted by Abba84 > 2021-12-12 10:15 | Report Abuse

I suggest t Andy hall to go to Chinas Xinjiang n witness how bad Ughurs are treated.these people 4 decades has been oppressed, of genocide s threats, many more!

Posted by whocare1982 > 2021-12-12 10:22 | Report Abuse

https://youtu.be/Fr9ajdVn1AY
Topglove 2022 Q2 forecast ,Is it worth to buy now?

Posted by IronShirt > 2021-12-12 10:23 | Report Abuse

Try to figure-out what is the factor causing TG plunging Revenue as Compare with Super.......

1) Super Equipment / Plant worth 1.469 Bil...........TG Equipment / Plant worth 4 Bil
So it is fair TG output and Revenue should be 2.5--3 times larger than Super

2) However Super Qr. revenue is 1.455Bil.......TG Qr Revenue is 1.569 Bil ( almost SAME )
To make thing worst, Super Qr was atleast 30days with 60% workforces ....while TG Qr had
escaped E-MCO......

All I can see is there is a "Catastrophic Fall" in Glove Demand Worldwide And Fierce competition
among Manufacturers to underCut each other to Gain market shares....

If you Dare to hold Harta / Kossan shares till 29 Jan 2022 to see whether my prediction is correct
or not....feel free to drop me a Note ( cannot compare with Super bcos of CBP ).....As for TG, my only Hope is----- Impairment loss in 2022 will be Less than 400mil.............

Posted by Condom004 > 2021-12-12 10:36 | Report Abuse

四大天王就像90年代吉隆坡金三角的Health SPA...例如E2, 三本 ,Radius 还有帝国...ASP价钱当时很高!!!出一火都要250以上!!!随着竞争激烈,很多店铺改成按摩院...ASP价钱烂价!以前那些赚钱Helath SPA都是net cash..有一家老板还继续用现金以不停扩充,照样用酒店模式经营Health SPA,完全不理外面的按摩店Asp!这做法非常危险,買手套的顾客就像按摩的顾客,肯定先去便宜asp出一火!!

Posted by i3lurker > 2021-12-12 10:38 | Report Abuse

US Investment Banks have proprietary formulas linking supply and demand to price of goods.
Its an economics formula.
Thats for huge volume liquid widely traded goods.

Some of the time the formula gives out wrong results coz human fear is very hard to quantify.
Fear, its basically exponential in nature, fear feeds on fear and then feeds on itself.

For gloves, the Judgement Day is unknown, no widely available historical data that is still valid today..

Due to rapid expansion of gloves production capacity on every continent, Judgement Day can come very very soon.

It is very possible that gloves prices will go below cost quite soon.

Its inevitable.
Some Gloves factories will not mind incurring losses just to dump products to gain market share.

Generally when this Judgement Day event happens, huge profits will turn into huge losses.

The bigger the profits earlier will be translated into the biggest losses later.
This is the sole reason why the industry taiko tends to go bankrupt. (smart i3 forumer already made this observation)

Posted by Condom004 > 2021-12-12 10:41 | Report Abuse

若我是net cash的大型按摩院老板时,肯定先保留现金...去收购外面那些小型按摩院的股份

Posted by Condom004 > 2021-12-12 10:47 | Report Abuse

手套的需求和男人的欲火一样,还是有..至于价钱烂...我就先看哪個按摩院撑不住倒闭

Posted by CharlesT > 2021-12-12 10:49 | Report Abuse

For the past 20 years+, all shareholders of Big 4 glove r very happy investors....

In the coming 10 to 20 years, I think they will not be so happy

Posted by stockraider > 2021-12-12 10:50 | Report Abuse

Do not be silly lah!

Gloves are simple products...not rocket science mah!

The 10 yrs R&D on GLOVES are just disguise & advertisement and promotional mah!

China with ability to send people to the moon & mars....do u not think they have no technology to tackle simple good quality .......gloves products ah ?

Think lah!

Posted by Fly888888 > Dec 12, 2021 10:24 AM | Report Abuse

Malaysia Glove factory and R/D more than 10 years.
Do you think the China Glove Quality will be better than Malaysia ?
Just sell all you Glove Stock like Harta , Kossan and Topglove if you think the China Glove quality is better than Malaysia.


Posted by CharlesT > Dec 12, 2021 10:46 AM | Report Abuse

If price difference is ard 20% to 30% leh?

I will still buy Msia glove for my own use lah...as for my Bangla workers I will buy cheaper one....


Posted by stockraider > Dec 12, 2021 10:48 AM | Report Abuse X

HAiyah...u look at proton msia own v proton china own...u will understand the power of chinese co mah!

It is no joke the chinese is coming & catching up fast with much cheaper price loh!

Posted by 8899EL8899 > 2021-12-12 10:52 | Report Abuse

top glove `s hong kong ipo is like fintech companies doing private placement,............. sell it down first,.................... buy the private placement shares at 10% lower, .............make a huge profit.

Posted by stockraider > 2021-12-12 10:54 | Report Abuse

Likely that the IPO to be not that successful with current poor result mah!


Posted by 8899EL8899 > Dec 12, 2021 10:52 AM | Report Abuse

top glove `s hong kong ipo is like fintech companies doing private placement,............. sell it down first,.................... buy the private placement shares at 10% lower, .............make a huge profit.

Posted by pang72 > 2021-12-12 10:54 | Report Abuse

Tan Sri continue the hk ipo to grab max money in the market.
I am not sure retailers happy or not but another billion into tan Sri pocket the happy ending lo

Posted by bsinvestor > 2021-12-12 11:00 | Report Abuse

IPO money is could be needed to defend multi years of gloves commodity slump like steels. If price war really happen, it is structural change to the industry. Take multi years to correct this structural change.

Posted by i3lurker > 2021-12-12 11:02 | Report Abuse

during this Judgement Period, there will be NO dividend




Posted by bsinvestor > Dec 12, 2021 11:00 AM | Report Abuse

IPO money is could be needed to defend multi years of gloves commodity slump like steels. If price war really happen, it is structural change to the industry. Take multi years to correct this structural change.

Posted by UlarSawa > 2021-12-12 11:06 |

Post removed.Why?

Posted by bsinvestor > 2021-12-12 11:06 | Report Abuse

true, and Ular like to keep saying renew FD interest rate by average down at lower price. He is half correct, just that the new FD rate is 0%. That's the blind spot many newbies cannot see.

Posted by UlarSawa > 2021-12-12 11:06 |

Post removed.Why?

Posted by UlarSawa > 2021-12-12 11:07 |

Post removed.Why?

Posted by UlarSawa > 2021-12-12 11:08 | Report Abuse

Walao here macam ada auction lah. So many autioners at here want to lelong Taikor kah. Macam Taikor sudah banklap ini macam Put Taikor under the hammer. Lagi mau lelong at 80sen lah. 85sen lah. 99sen lah. rm1 20 lah. Rm1.50 lah. Rm1 68 lah. rm1.80 lah. Macam macam price pun ada lah.
Pls lah. Lagi ada so many millionaires at here teaching biliionaire Tan Sri how to run Taikor business kah. Are you all qualified or not. You become billionaire dulu baru teach billionaire Tan Sri what to do lah. Company pun takda lagi mau teach Tan Sri how to run Gloves business. Tan Sri must be laughdiehim after he read so many so high ltalk ayam at here lah. Correct?

Posted by stockraider > 2021-12-12 11:08 | Report Abuse

Very interesting facts from these figures for Sept to OCT...the ASP of china improve by Usd 1.83 to USD 53.14 whereas the ASP of msia fell by USD 6.60 to USD 67.47 loh!


Posted by CharlesT > Dec 12, 2021 11:01 AM | Report Abuse

The China ASP

Sep 2021- 51.31 dolllar
Oct 2021 - 53.14 dolllar

Malaysia ASP

Sep 2021 - 74.07 dollar
Oct 2021 - 67.47 dollar

Seeing this price difference n the recent 80% to 90% plunge in profit of CAreplus of Topglove n yet u still wanna buy glove now for long term I trust u must have iron balls.....

Good....

Posted by CharlesT > 2021-12-12 11:09 | Report Abuse

Posted by bsinvestor > Dec 12, 2021 11:00 AM | Report Abuse

IPO money is could be needed to defend multi years of gloves commodity slump like steels. If price war really happen, it is structural change to the industry. Take multi years to correct this structural change.

At least a smart guy got my message

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

why so Hot Ular?...You forgot you got NO shares....Or you forgot "What you forgot"

Posted by i3lurker > 2021-12-12 11:13 | Report Abuse

it will be a Octa Core whammy coz

=> No dividend

=> Share price drops lower and lower

=> Removal from index

=> Reduced margin ratio or zero margin from securities firms

=> less liquidity

=> Share consolidation

=> price drops after share consolidation

=> More private placements and rights issues, more price drops








Posted by bsinvestor > Dec 12, 2021 11:06 AM | Report Abuse

true, and Ular like to keep saying renew FD interest rate by average down at lower price. He is half correct, just that the new FD rate is 0%. That's the blind spot many newbies cannot see.

Posted by stockraider > 2021-12-12 11:13 | Report Abuse

I read the presentation of topgloves loh!

They want to slow down expansion in which is a very good strategy to conserve cash and reduce capacity loh!

But still the challenges of ASP is still keep falling mah!


Posted by UlarSawa > Dec 12, 2021 11:07 AM | Report Abuse

So many so high takda own or manage a MNC one b4 only can talk paper like educator teaching in the classroom lah. Tan Sri with so many years experience in glove industry still need you all ayam to teach him how to run gloves kah. Take a mirror and see yourself lah. Arre you qualified or not. You ada PhD kah. Taikor inside working many PhD holders lah. You lagi mau teach Tan Sri PhD holder how to run business with paper kah. Apa lah. Diam lah. Tak rasa malu kah. Correct?

Posted by stockraider > 2021-12-12 11:14 | Report Abuse

Boloh Ular !

Tak malu loh!

Posted by IronShirt > Dec 12, 2021 11:10 AM | Report Abuse

why so Hot Ular?...You forgot you got NO shares....Or you forgot "What you forgot"

Posted by 8899EL8899 > 2021-12-12 11:15 | Report Abuse

the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.

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

For all the so called long term investors in glove, i salute yr courage n iron balls...

Meanwhile, always keep some Poh Chai Yun at home...u r going to need it very often for a long long time in years to come

Can ask the advice of long term steel co shareholders

Posted by CharlesT > 2021-12-12 11:19 | Report Abuse

Posted by 8899EL8899 > Dec 12, 2021 11:15 AM | Report Abuse

the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.

Botak Chai set a wonderful trap of spec div 20%+50% normal div=70% DY in Jan 2021 when the price was RM7+

At the end u get div Rm0.50+ but suffers a capitol loss of RM4+

Brilliant...

Posted by UlarSawa > 2021-12-12 11:27 | Report Abuse

Ular like Taikor more than anyone from JPM and Tiger macai macai mah. Ular Like Tan Sri more than anyone at here mah. Ular mana ada hot. Still very cool lah. Still wtg to renew FD at higher interest lah. Bila mau 99sen. Mau 99 sen go careplus sana shout lah. Taikor not for sales at 99 sen lah. You all work harder sikit lah. Kamsahamnida. Correct?




IronShirt why so Hot Ular?...You forgot you got NO shares....Or you forgot "What you forgot"
12/12/2021 11:10 AM

Posted by Condom004 > 2021-12-12 11:31 | Report Abuse

https://youtu.be/1B-og4V9YTM

Posted by UlarSawa > 2021-12-12 11:32 |

Post removed.Why?

Posted by stockraider > 2021-12-12 11:33 | Report Abuse

Same principle mah!

Raider remember to warn people when topgloves was Rm 12.50...on this facemak v glove thing....that will eventually affect gloves loh!

They say the samething it is different...like apple & orange loh!

Ha...Ha...Now at topgloves at rm 2.16 they still say is different like apple v orange loh!

If they just had listen....they would have escape the heart pain of capital loss above 80% loh!

Posted by Fly888888 > Dec 12, 2021 11:21 AM | Report Abuse

Face Mask is not Glove , cannot compare Apple to orange boss.
Haiya...

Posted by stockraider > 2021-12-12 11:35 | Report Abuse

The important point is this mah!

The ASP maybe stabilise at USD 55 for msia loh!

That means another at least 20% lower loh!

How much profit will be impacted base on this scenario leh ?

Posted by stockraider > Dec 12, 2021 11:08 AM | Report Abuse X

Very interesting facts from these figures for Sept to OCT...the ASP of china improve by Usd 1.83 to USD 53.14 whereas the ASP of msia fell by USD 6.60 to USD 67.47 loh!


Posted by CharlesT > Dec 12, 2021 11:01 AM | Report Abuse

The China ASP

Sep 2021- 51.31 dolllar
Oct 2021 - 53.14 dolllar

Malaysia ASP

Sep 2021 - 74.07 dollar
Oct 2021 - 67.47 dollar

Seeing this price difference n the recent 80% to 90% plunge in profit of CAreplus of Topglove n yet u still wanna buy glove now for long term I trust u must have iron balls.....

Good....

Posted by UlarSawa > 2021-12-12 11:36 | Report Abuse

Tan Sri with ambition want to be Fortune Top 500 company we all must sapot him lah. Tan Sri want to make Taikor proud mah. Why you so bad said Tan Sri tricked you all kah. Not that Tan Sri ada jual saham leh. He also top up at much higher price also leh. Makan apa can makan tapi mulut mau control sikit leh. Gloves ASP normalising is normal leh. Must look forward see how Taikor perform moving forward leh. Not than Taikor is loss making company leh. Still ada 185mil profit you tell ular how many bursa listed company can produce such profit in a qtr lah. Dont talk ayam ok. Correct?



8899EL8899 the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.
12/12/2021 11:15 AM

Posted by stockraider > 2021-12-12 11:39 | Report Abuse

No more loh!

At least Tan Sri can shiok sendiri every night...his top glove...did hit number most valuable company in msia at once upon the time mah!


Posted by UlarSawa > Dec 12, 2021 11:36 AM | Report Abuse

Tan Sri with ambition want to be Fortune Top 500 company we all must sapot him lah. Tan Sri want to make Taikor proud mah. Why you so bad said Tan Sri tricked you all kah. Not that Tan Sri ada jual saham leh. He also top up at much higher price also leh. Makan apa can makan tapi mulut mau control sikit leh. Gloves ASP normalising is normal leh. Must look forward see how Taikor perform moving forward leh. Not than Taikor is loss making company leh. Still ada 185mil profit you tell ular how many bursa listed company can produce such profit in a qtr lah. Dont talk ayam ok. Correct?



8899EL8899 the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.
12/12/2021 11:15 AM

Posted by UlarSawa > 2021-12-12 11:40 |

Post removed.Why?

Posted by UlarSawa > 2021-12-12 11:42 | Report Abuse

Ular love Taikor is bcos Taikor can give FD interest rate return better bank mah. So whats wrong Ular love Taikor leh. Correct?


i3lurker no point!!
what is the point?

You love TG
Does TG love you?

Its money not love
Its investment not love

Its not about making love to TG shares

=> better to invest in 100% win counters




Posted by CharlesT > Dec 12, 2021 11:16 AM | Report Abuse

For all the so called long term investors in glove, i salute yr courage n iron balls...

Meanwhile, always keep some Poh Chai Yun at home...u r going to need it very often for a long long time in years to come

Can ask the advice of long term steel co shareholders
12/12/2021 11:22 AM

Posted by stockraider > 2021-12-12 11:44 | Report Abuse

Wait until ASP hit USD 55...see what happen 1st lah!

Posted by UlarSawa > 2021-12-12 11:46 |

Post removed.Why?

Posted by UlarSawa > 2021-12-12 11:48 | Report Abuse

Not so fast usd55 lah. Will go lower to kill small gloves maker first lah. It just like history repeat itself leh. Use commin sense leh. Correct?


stockraider Wait until ASP hit USD 55...see what happen 1st lah!
12/12/2021 11:44 AM

Posted by UlarSawa > 2021-12-12 11:51 | Report Abuse

Wei Fortune Top 500 in 2030 lah. Not today or tomolo hit lah. What you know about MNC company. You pun takda run MNC b4 talk paper only. What is the different between you and Tan Sri is you talk paper. Tan Sri put effort to make it happen like he did make TG become Taikor in Gloves industry. Correct?



stockraider No more loh!

At least Tan Sri can shiok sendiri every night...his top glove...did hit number most valuable company in msia at once upon the time mah!


Posted by UlarSawa > Dec 12, 2021 11:36 AM | Report Abuse

Tan Sri with ambition want to be Fortune Top 500 company we all must sapot him lah. Tan Sri want to make Taikor proud mah. Why you so bad said Tan Sri tricked you all kah. Not that Tan Sri ada jual saham leh. He also top up at much higher price also leh. Makan apa can makan tapi mulut mau control sikit leh. Gloves ASP normalising is normal leh. Must look forward see how Taikor perform moving forward leh. Not than Taikor is loss making company leh. Still ada 185mil profit you tell ular how many bursa listed company can produce such profit in a qtr lah. Dont talk ayam ok. Correct?



8899EL8899 the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.
12/12/2021 11:15 AM
12/12/2021 11:39 AM

Posted by UlarSawa > 2021-12-12 11:56 | Report Abuse

Tan Sri running MNC leh. You orang own a company pun never b4 lagi mau talk ayam so much at here. Tan Sri is making Taikor proud yet you all at here kutuk Taikor macam mau bankap leh
Tak patut lah. Tak Malu ke. Dont make yourself a laughing stock leh. If you can perform better than Tan Sri then you kutuk Taikor lah. Correct?

Posted by stockraider > 2021-12-12 11:58 | Report Abuse

What is the use leh for chasing this type of dream leh ?

U think can meh?

The recent topgloves number 2 largest company in msia situation is just pure luck mah!

Lu tau boh ??

Tan Sri can still be very proud of this achievement & keep dreaming every night loh!


Posted by UlarSawa > Dec 12, 2021 11:51 AM | Report Abuse

Wei Fortune Top 500 in 2030 lah. Not today or tomolo hit lah. What you know about MNC company. You pun takda run MNC b4 talk paper only. What is the different between you and Tan Sri is you talk paper. Tan Sri put effort to make it happen like he did make TG become Taikor in Gloves industry. Correct?



stockraider No more loh!

At least Tan Sri can shiok sendiri every night...his top glove...did hit number most valuable company in msia at once upon the time mah!


Posted by UlarSawa > Dec 12, 2021 11:36 AM | Report Abuse

Tan Sri with ambition want to be Fortune Top 500 company we all must sapot him lah. Tan Sri want to make Taikor proud mah. Why you so bad said Tan Sri tricked you all kah. Not that Tan Sri ada jual saham leh. He also top up at much higher price also leh. Makan apa can makan tapi mulut mau control sikit leh. Gloves ASP normalising is normal leh. Must look forward see how Taikor perform moving forward leh. Not than Taikor is loss making company leh. Still ada 185mil profit you tell ular how many bursa listed company can produce such profit in a qtr lah. Dont talk ayam ok. Correct?



8899EL8899 the trick TAN SRI doing is very beautiful, you won`t notice, he is very smart man.
12/12/2021 11:15 AM
12/12/2021 11:39 AM

Posted by Condom004 > 2021-12-12 12:00 | Report Abuse

Tan Sri Anthony also strong business man...actually share price drop till 0.01 that non related with their luxury lifestyle

Posted by UlarSawa > 2021-12-12 12:00 | Report Abuse

Never see yourself got better than Tan Sri kah. Got own or run a company that better than Taikor kah. Taikor still generate 185m profit leh not making loss even one qtr b4 leh. Only know kutuk non stop. Really no shame one leh. Whats the point lah. Make ppl laugh at you only lah. You all more like jelas Tan Sri is billionaire lah. Want to see Taikor banklap kah. Correct?

Posted by UlarSawa > 2021-12-12 12:02 | Report Abuse

Taikor is diversifying is true lah. But not in the business like you said lah. Go Taikor website and read lah. What Taikor other business lah. Correct?


i3lurker no worries
TG can do diversification to property development, nasi lemak, online shopping, ewallet, fintech, virtual kitchen, food delivery, furniture, flying kdk cars, etc etc etc




Posted by stockraider > Dec 12, 2021 11:44 AM | Report Abuse

Wait until ASP hit USD 55...see what happen 1st lah!
12/12/2021 11:52 AM

Posted by UlarSawa > 2021-12-12 12:04 | Report Abuse

Tan Sri Anthony 2 yrs pandemic killed him become half dead. 2 yrs pandemic Taikor make multi billions now go back to normalising still making hundred of millions leh. Timing wise differemt leh. Correct?


Condom004 Tan Sri Anthony also strong business man...actually share price drop till 0.01 that non related with their luxury lifestyle
12/12/2021 12:00 PM

Posted by pang72 > 2021-12-12 12:05 | Report Abuse

Can taiko venture into Mets like Facebook did?
Then, will get back to rm25 immediately.

Posted by UlarSawa > 2021-12-12 12:05 | Report Abuse

Whatever lah. As long Taikor is still the leader will not be insolvent like you said lah. History just repeat itself lah. Correct?


i3lurker => new automated Glove Factories have a much lower unit production cost and much higher quality.
machinery costs is higher but it is a sunk cost.

the new Mercedes will beat all those 20 years old Kancils
(not counting new Mercedes cost more, its sunk costs)
12/12/2021 12:02 PM