Posted by joyvest > 2020-07-27 16:37 | Report Abuse

EPF is kicking itself by disposing too early

Posted by haha1234 > 2020-07-27 16:39 | Report Abuse

wuuuuhooooooooooo!!!!!!!!!!!!

Posted by haha1234 > 2020-07-27 16:39 | Report Abuse

shock!!!!!!!

Posted by covid2019 > 2020-07-27 16:41 | Report Abuse

pamcit already....sohai

Posted by ben_ns > 2020-07-27 16:47 | Report Abuse

yes EPF making money

Posted by ben_ns > 2020-07-27 16:47 | Report Abuse

donno tomorrow still got gas or not

Posted by johnny cash > 2020-07-27 16:49 | Report Abuse

NEW TARGET PRICE BY MAYBANK,,, 19+,,, THAT S WHY IT S RUNNING TODAY

Posted by Shah Faisal > 2020-07-27 16:49 | Report Abuse

Kossan got mask production...last time during virus breakdown, mask profit alone is 400%. Pre covid, 1 mask selling at 0.15-0.2cent, no selling at r.m 70-80cent. single piece ceiling price is rm 1.50...

Posted by DanielT > 2020-07-27 16:51 | Report Abuse

Where is apple1234?:0

Posted by ben_ns > 2020-07-27 16:51 | Report Abuse

someone just pushed up the closing price

Posted by haha1234 > 2020-07-27 16:51 | Report Abuse

now 16.7 pamcit what lol

Posted by haha1234 > 2020-07-27 16:52 | Report Abuse

tmr 18 Wednesday 20 wuuuhoooooooo!!!!!!!

Posted by Steviaman > 2020-07-27 16:52 | Report Abuse

Tudia. Sure leaked liao. If not no fun. These coming few days sure gao2 up

Posted by BASforce > 2020-07-27 16:53 | Report Abuse

Totally no idea WTHell happened :D

Posted by covid2019 > 2020-07-27 16:53 | Report Abuse

where is the mayabnk news?

Posted by _phoenix_ > 2020-07-27 16:53 | Report Abuse

Kossan catching up to Supermx, Harta catching up to TG hahahahaha

Posted by SsSsSsSs > 2020-07-27 16:56 | Report Abuse

Congratz all kossan holders

Posted by haha1234 > 2020-07-27 16:58 | Report Abuse

wuuuuhuuuuuuu!!!!!!!!! congratulations congratulations to allll kossan share Holder wuhhooooooooo!!!!!

Posted by _phoenix_ > 2020-07-27 16:59 | Report Abuse

Congrats to @joyvest who stood firm with her PE, impressive show today

Posted by joyvest > 2020-07-27 17:00 | Report Abuse

Apple is waiting for the apple ( superm) to drop from the tree. he rebuked us for not being to maximise profit but what we are doing is exactly maximizing profit......

Posted by joyvest > 2020-07-27 17:02 | Report Abuse

@phoenix.. thanks but more to come..........

Posted by bulibakaloko > 2020-07-27 17:03 | Report Abuse

apple quietly buy kossan also i think :P

Posted by genghis > 2020-07-27 17:04 | Report Abuse

buy call already on friday la.kossan will join top glove and harta at klci.

Posted by _phoenix_ > 2020-07-27 17:04 | Report Abuse

hahahaha funny...

Posted by Louis7777 > 2020-07-27 17:14 | Report Abuse

Today i sold my carepls, left kossan and tg, tonight can slp well dy haha

Posted by Louis7777 > 2020-07-27 17:14 | Report Abuse

I think soon good news will out for kossan

Posted by OngKawKaw > 2020-07-27 17:18 | Report Abuse

Shhhh. Low profile abit lah. Nanti kena buah epal tiu you baru tau. Tomorrow another 10-20% gain stay tuned guys. Ole ole ole

Posted by Louis7777 > 2020-07-27 17:21 | Report Abuse

Waiting kossan to cross supermx hiak hiak

Posted by blood7 > 2020-07-27 17:23 | Report Abuse

it's not the MayBank TP 19.50.... that one i already know and i posted here at since 9am.... afternoon fly means foreign funds, because here morning there they haven't wake up yet hahahaha.....

Posted by amateurJR > 2020-07-27 17:24 | Report Abuse

Congrats joyvest and all kossan holders. Kossan is the leader today.

Posted by Louis7777 > 2020-07-27 17:26 | Report Abuse

For me, 4 of them kossan is alwy slow and steady, waiting this day rocket up long time dy, finally~~ congrat kossan holder

Posted by infinity888 > 2020-07-27 17:27 | Report Abuse

impressive kossan

Posted by WBJS > 2020-07-27 17:32 | Report Abuse

So bullish. Tmr open easily another RM1 up

Posted by Miche87 > 2020-07-27 17:35 | Report Abuse

We better keep quiet. If not idiot will come here spam non stop like Supermax... Jealous ppl everywhere

Posted by BASforce > 2020-07-27 17:39 | Report Abuse

Steep ASP hikes ahead!

Laggard in share price; maintain BUY
Kossan is our top pick: (i) Stock is a laggard with its share price only
gaining 245% YTD (Top Glove: +470% YTD); (ii) ASPs will be raised
aggressively in the coming months, potentially matching that of Top
Glove. We maintain our FY22E EPS but raised our FY20-21E EPS by
48%/201% on higher ASP assumptions. Our new TP is MYR19.50 (+78%) on
a lower FY21E P/E of 16x (from 27x previously; 5-year mean: 18x).
Kossan could be included in the FBM KLCI in the upcoming review in Nov.

Will match market’s ASPs
Kossan has secured orders until Jun 2021 and is taking orders for 2H21.
Its blended ASP (including spot) is also on an uptrend (2Q20: +5% QoQ)
and its ASP hikes are more aggressive in Jul-Aug (Jul: +20% vs. 2Q20, Aug:
+40% vs. 2Q20). We think its ASP hikes will remain aggressive in the
coming months as it tries to catch up with the market’s ASPs. Spot
currently accounts for 10% of its volume and it could be raised to 15%. Its
spot ASPs is USD60-85/k pieces now (+2-3x of the normal ASPs).

Moderate capacity growth in FY20-21E
Plant 19 (3b pcs p.a.) will be fully-commercialised by Aug 2020 (+10% to
32b pcs p.a.). For FY21-22, Kossan has lined up the following expansion:
(i) Plant 20 (Klang) – To commercialise in 1H21 with a capacity of 1.4b
pcs p.a.; (ii) Plant 21 (Phase 1, Klang) – To commercialise in 2H21 with a
capacity of 2b pcs p.a.; (iii) Plant 21 (Phase 2, Klang) – To commercialise
in 1H22 with a capacity of 3b pcs p.a.; (iv) Plant 22 (Bidor) – To
commercialise in 2H22 with a capacity of 4b pcs p.a. We estimate that
its effective capacity will grow 13%/7%/17% in FY20-22E.

Raise FY20-21E earnings forecasts
With the industry players matching Top Glove’s high ASPs, we think the
ASPs could sustain at the high levels in 1Q21 and potentially trend lower
gradually from 2Q21 as the new supply alleviate the acute shortage. We
raise our ASP by 38%/132%/37% for FY20-22E and also raise our NBR cost
by 35%/89%/89%. Our FY20-21E EPS is raised by 48%/201% while our
FY22E EPS is unchanged as the higher costs offset the higher ASP.

Posted by BASforce > 2020-07-27 17:40 | Report Abuse

i juz copy & paste, dun ask me as i'm dum2 with this report

Posted by joyvest > 2020-07-27 17:47 | Report Abuse

congrats to all kosun glovers through their perseverance and will power undisturbed by apple or banana or junk fruits or what ?

Posted by joyvest > 2020-07-27 17:49 | Report Abuse

our bro, pang is in DPharma hyping hard ........

Posted by Woodswater > 2020-07-27 18:16 | Report Abuse

Congrats , Kossanians

Cheers
Wakakakaka

Posted by chonloo13 > 2020-07-27 18:26 | Report Abuse

Where is the smartest guy in the world apple1234? Always asked ppl use brain to think. I guess he is hiding some corner and cry now

Posted by _phoenix_ > 2020-07-27 18:33 | Report Abuse

hahaha you guys are funny

Posted by DanielT > 2020-07-27 18:43 | Report Abuse

Apple regret dy, he also busy buying kossan today, no time to talk bad about kossan at here

Posted by Frank Tan > 2020-07-27 18:47 | Report Abuse

Hahaha..Apple sudah busuk.
Wat a big 3 joker,small 3 share holder profit more than big 4 now.

Posted by JohnFarmer458 > 2020-07-27 19:18 | Report Abuse

Hartalega Antimicrobial Medical Glove (AMG) is listed on US FDA website today

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfpcd/classification.cfm?id=2766

tomorrow Hartalega time to fly at least 15% to 20% ! limit up RM21!

Posted by blood7 > 2020-07-27 19:23 | Report Abuse

it's ok... Kossan has it's own anti-fentanyl gloves approved by FDA long time ago.....

Posted by JohnFarmer458 > Jul 27, 2020 7:18 PM | Report Abuse

Hartalega Antimicrobial Medical Glove (AMG) is listed on US FDA website today

https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfpcd/classificatio...

tomorrow Hartalega time to fly at least 15% to 20% ! limit up RM21!

Posted by joyvest > 2020-07-27 20:15 | Report Abuse

Kossan 19th August

Posted by joyvest > 2020-07-27 20:17 | Report Abuse

Harta 4th August

Posted by CoronaComment > 2020-07-27 20:43 | Report Abuse

Harta QR earlier but price didnt shoot up that high compared to kossan.

Posted by _phoenix_ > 2020-07-27 20:46 | Report Abuse

@joyvest how far can kosun go?

Posted by _phoenix_ > 2020-07-27 20:52 | Report Abuse

@CoronaComment harta will move next coming days, just observe :)