Posted by Johnchew5 > 2021-12-21 08:06 | Report Abuse

（吉隆坡20日讯）中国手套业者在全球攻城略池，或会加剧价格战，但丰隆投行研究相信，国内手套商可凭着手上庞大现金渡过难关。

分析员表示，大马手套股正面临两大挑战，第一是平均售价节节下滑。

“随着平均售价的跌幅快于原料价格，加上更严格的标准作业程序、社会责任实践推高营运成本，手套商的赚幅将被压缩。”

他续指，迈入明年上半年，手套价格依然难止跌势，但按月跌幅会放缓至5%，比此前的10%来得温和，毕竟手套价格已跌至疫前水平。

>> 目前手套平均售价为每千只25至35美元；疫前价位则是每千只21美元.


分析员也观察到，美国和欧盟市场的手套价差，已从10美元缩短至5美元。

“我们认为，手套价格可能在明年次季，回到疫前水平。”

论及原料价格，分析员提到，随着手套需求恢复正常，腈胶乳（NBR）价格预计在明年初，回到每公斤1.10美元的疫前水平。


至于天然橡胶价格，首气候因素影响，估计到了明年上半年，也会维持在高位。

针对第二项挑战，分析员说，中国手套商尝试扩大全球市占率之举，恐会掀起一波价格战，使得大马手套股眼前挑战恶化。

无论如何，分析员相信，所追踪的手套巨头可凭着庞大现金和强劲资产负债表挨过难关。

>> 对于整个手套业，分析员维持“中和”评级，但喊卖顶级手套（TOPGLOV，7113，主板保健股），目标价为1.56令吉。

至于贺特佳（HARTA，5168，主板保健股）和高产柅品工业（KOSSAN，7153，主板保健股），则给予“守住”评级，个别目标价是6.10及2.65令吉。

Posted by Johnchew5 > 2021-12-21 08:08 | Report Abuse

【行家论股/视频】速柏玛 慎防拓展海外风险
2021年12月20日


综上所述，我们将2023财年净利下调38%，主要是将息税折旧摊销前盈利（EBITDA）赚幅从29%下调至19%、均价从28美元下调至27美元，以及厂房使用率从80%下调至74%。

同时，将目标价从1.95令吉下调至1.45令吉，维持“跟随大市”评级。

Posted by Johnchew5 > 2021-12-21 08:11 |

Post removed.Why?

Posted by Johnchew5 > 2021-12-21 08:17 |

Post removed.Why?

Posted by dickfaceinvestor88 > 2021-12-21 08:26 |

Post removed.Why?

Posted by lamy92 > 2021-12-21 08:34 | Report Abuse

Will continue up today..

Posted by UlarSawa > 2021-12-21 08:36 |

Post removed.Why?

Posted by MorningGlory123 > 2021-12-21 08:41 | Report Abuse

Omicron spreading ‘significantly faster’ than Delta – WHO: Live

WHO chief warns of reinfection from COVID as the US health authorities say Omicron variant now accounts for 73.2 percent of new cases.

The World Health Organization (WHO) has said the Omicron variant of the coronavirus is spreading faster than the Delta variant and is causing infections in people already vaccinated or who have recovered from the COVID-19 disease.


https://www.aljazeera.com/news/2021/12/20/germany-to-impose-quarantine-on-travelers-from-uk-live

Posted by hglee101 > 2021-12-21 08:45 | Report Abuse

Pfizer all time high...damn beautiful...whack pfizer plus a little bit of TG

Posted by Ryan83 > 2021-12-21 08:46 | Report Abuse

The rapidly spreading omicron variant is now the dominant Covid strain in the U.S., representing 73% of sequenced cases, according to data published Monday by the Centers for Disease Control and Prevention.

Omicron has displaced the previously dominant delta variant, which the CDC says is now an estimated 26.6% of sequenced cases for the week ending December 18. Just one week earlier, delta made up 87% of cases to omicron’s 12.6%, the data shows.

The CDC had previously published data for the week ending Dec. 11 showing that omicron represented 2.9% of cases, but has revised the estimate for that period upward.

Posted by razifffff82 > 2021-12-21 09:11 | Report Abuse

Epf is buying back this share..i think this one is already good enough for tg

Posted by rr88 > 2021-12-21 09:13 | Report Abuse

Cant see the big elephant ka? Their factories are in meru n klang. Flooded.

Posted by razifffff82 > 2021-12-21 09:14 | Report Abuse

Mr lim is also buying..these sharks know better the value of tg share..very cheap to buy now

Posted by pang72 > 2021-12-21 09:15 | Report Abuse

Jatuh pulak.....

Hihi

Posted by pang72 > 2021-12-21 09:16 | Report Abuse

One day show Nia!!!

Posted by xiaomixiaohai > 2021-12-21 09:24 | Report Abuse

Glove maniacs get back some pieces of lost underwear and sew it back but still koyak lol

Posted by richman > 2021-12-21 09:25 | Report Abuse

should rebound big guys not in yet.

Posted by hoot9e996 > 2021-12-21 09:30 | Report Abuse

rally can happen anytime if the GREAT FLOOD didnt come. now all scared see if factory did get flooded or not.
omicron cases world wide going bom bom up

Posted by richman > 2021-12-21 09:46 | Report Abuse

hear TG was not really affected.

Posted by nixonteh85 > 2021-12-21 09:48 | Report Abuse

Glove soak in flood?
tiada glove, tiada plastic bag, pakai condom packing.
Season for making human, condom sales lack

Posted by yfchong > 2021-12-21 09:49 | Report Abuse

Habis end

Posted by weisheng1998 > 2021-12-21 09:50 | Report Abuse

hahaha not really affected actually u know why last time can git 20+? hype + tht time material cheap and got many glove haven sell can goreng price since demand > supply. Now we have a lot of uncle auntie stuck at mountain and material price hiking lol, some more less labor work

Posted by nixonteh85 > 2021-12-21 09:51 | Report Abuse

Mr. lim maybe think, if i didn't buy back my life akan digorek oleh shark & bilis lagi

Posted by richman > 2021-12-21 09:51 | Report Abuse

based on charts looks likely to rebound.Waiting for the big guys enter

Posted by richman > 2021-12-21 09:52 | Report Abuse

volume small.idare you to short.hahaha

Posted by richman > 2021-12-21 09:56 | Report Abuse

the gains are in CW.C2B $$$$$

Posted by yfchong > 2021-12-21 10:23 | Report Abuse

Bear has an upper hand today......... Haiyaa

Posted by UlarSawa > 2021-12-21 10:23 | Report Abuse

Shortists yesterday shorted 5mil but net position reduced from 211mil 2.57% to 207mil 2.52%. Shortists takut covered back 9mil shares leh. If dare dont buy back lah. Short more pun scare kah. Not yet 3% leh. Correct?

Posted by mh87 > 2021-12-21 10:27 | Report Abuse

Now glove stocks are not for swing anymore. For trading still okay. Hit and run. Because currently glove stock just sensitive to Covid19 new case and new variant sentiment only. No more new hype for glove in Bursa.

No matter what kind of Covid19 bad news you have shared in this forum, no more new high and no more new high volume. 2020 hype is just a history.

Posted by greenonion > 2021-12-21 10:34 | Report Abuse

China gloves manufacturers are throwing their supplies with lowest ASP and highest production in Dec before the import ban/tariff imposition from US. This affected our gloves players in terms of volume and ASP price. Look for longer term and you shall prevail

Posted by NatsukoMishima > 2021-12-21 10:35 | Report Abuse

Starts flushing game again ! Repeat many round already ! This time how low will be ??

Posted by imvu > 2021-12-21 10:39 | Report Abuse

kalau jatuh bawah rm2 , berbaloi baloi beli , jerung pun average dia lagi tinggi dari rm2 .

Posted by looiting > 2021-12-21 10:41 | Report Abuse

Below RM 2, I'm salivating

Posted by hoot9e996 > 2021-12-21 10:42 | Report Abuse

below rm2 people will say wait for 1.5
reach 1.5 people say wait for rm 1
lol if reach RM1 people say DEAD gone case

Posted by xiaomixiaohai > 2021-12-21 10:48 | Report Abuse

Global glove demand is in fast decline....glove maniacs in panic lol

Posted by looiting > 2021-12-21 10:48 | Report Abuse

that's why always average down below RM 2 batch by batch

Posted by EatCoconutCanWin > 2021-12-21 10:57 | Report Abuse

European covid cases 4th wave. Time to add , tp2.88

Posted by UlarSawa > 2021-12-21 11:03 | Report Abuse

So many empty pukul drums atvl here but still above rm2.00 Tan Sri bought share price leh. Why takiut to short meh. Correct?

Posted by mf > 2021-12-21 11:03 | Report Abuse

World

WHO sounds warning over fast-spreading Omicron
4 hours ago

Posted by UlarSawa > 2021-12-21 11:04 | Report Abuse

Same tactic JPM used from 1 year ago still using kah. No new idea already kah. Work harder pls. correct?


greenonion China gloves manufacturers are throwing their supplies with lowest ASP and highest production in Dec before the import ban/tariff imposition from US. This affected our gloves players in terms of volume and ASP price. Look for longer term and you shall prevail
21/12/2021 10:34 AM

Posted by UlarSawa > 2021-12-21 11:06 | Report Abuse

Analists also say the same thing leh. Thats why keep adj the TP lower and lower for ths macai macai to pukul the empty drums lah. Correct?



hoot9e996 below rm2 people will say wait for 1.5
reach 1.5 people say wait for rm 1
lol if reach RM1 people say DEAD gone case
21/12/2021 10:42 AM

Posted by EatCoconutCanWin > 2021-12-21 11:06 | Report Abuse

Flooding in Malaysia, gloves shortage as company close down. Gloves price increase

Posted by Gerrardo > 2021-12-21 11:10 | Report Abuse

wowww, interesting trend here i see.

Will there be any good phenomenon for gloves?

Posted by stingray_ea > 2021-12-21 11:10 | Report Abuse

@UlarSawa@Sawi@Sapu,

get ready a note ... stingray_ea give Sawi list of counters to sapu ..diam diam

every day talk3talk4 ..

Posted by geary > 2021-12-21 11:15 | Report Abuse

https://www.channelnewsasia.com/world/omicron-infections-appear-no-less-severe-delta-covid-19-lowers-sperm-count-motility-2392426

£¥€$Rocketing Coming Soon!?

Posted by Loh Kok Wai W > 2021-12-21 11:18 | Report Abuse

And now all market is Gambler..like Casino ! Look our Market ...everyday volume is very small ...any rebound is sell,no long tem invest...if looking market is bad better cut lost n save your money !don;t listen n believe too much comment to buy n sell...you will very Dissapoiment !...take care 2022.....big shark may be short selling Index counter n Blue chip.....

Posted by geary > 2021-12-21 11:21 | Report Abuse

https://edition.cnn.com/world/live-news/omicron-variant-coronavirus-news-12-20-21-intl/index.html

"The more they pressed; the higher the Technical Rebound," Mr. Market.

Posted by geary > 2021-12-21 11:24 | Report Abuse

https://www.ndtv.com/world-news/omicron-covid-variant-omicron-variant-in-world-covid-new-variant-73-2-of-new-covid-cases-in-us-are-omicron-as-strain-now-dominant-2662291

Xmas Doomsday Happening Soon!?

Posted by newbie8080 > 2021-12-21 11:26 | Report Abuse

With ASP price stabilise, now till end 2022 will be price war between the players. The big 4-5 players will normally prevail even if the ASP drops to USD18 per 1000 pieces.

Next year is the year to squeeze out those smaller players or the glove wannabes.

Already happened in 2011, after the famous H1N1 pandemic in 2009, prompted glove makers to expand capacity globally.

Posted by Ryan83 > 2021-12-21 11:30 | Report Abuse

Price war will definitely squeeze out Chinese glove companies and import tariffs imposed on Chinese gloves 7.5%-25% started December 2021.Next year will be recovery year for top 4 glove companies share price