Posted by KL Liew > 2020-07-11 11:37 | Report Abuse

only stupid Apple1234 will All in 1 supermax, i got 4 King glove counter , no matter how also earn money

Posted by KL Liew > 2020-07-11 11:38 | Report Abuse

Maybe Apple1234 Lost many money in kossan , keep barking here like mad dog hahaha

Posted by monetary > 2020-07-11 12:23 | Report Abuse

any1 attended kossan agm? if u did u should know Aug Qr won't b bombastic.

Posted by gloveharicut > 2020-07-11 12:42 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2020-07-11-story-h1509861377-Passion_for_glove_counters_gets_stronger.jsp

Posted by Lanesra > 2020-07-11 13:50 | Report Abuse

kossan is old man,, older than harta haha but slow and steady

Posted by OngKawKaw > 2020-07-11 14:37 | Report Abuse

Don’t sell any of your fantastic 4 share. More room to grow mah

Posted by luckyzaii27 > 2020-07-11 14:54 | Report Abuse

i would choose kossan more than others because there are so much room for growth. hope that my decision is right.

Posted by str4der > 2020-07-11 15:50 | Report Abuse

Actually no need to shit on other glove counters that you are not in, anyone of the big 4 growth is good for the other 3 vice versa

Posted by SK1008 > 2020-07-11 17:11 | Report Abuse

Increasing spot orders to fuel profits.

All the big 4 are enjoying high and higher ASPs. Higher ASPs are complimented by spot orders on an urgent basis resulting in explosive profits.

With big epicenters such as USA, Brazil and India hanging onto the ugly
high cases, small epicenters are popping up one after the other. Adding to the list are Mexico,South Africa and Colombia. And look like more are coming.

Spot orders will be sustained as governments cannot afford to wait and forced to act urgently at all costs and it is the Joker fueling the incredulously huge profits.

Hold tight to our Gloves stocks, we are only entering the 5th month of the Pandemic.

Posted by Silentreader88 > 2020-07-11 17:18 | Report Abuse

yes agreed, hopefully every existing holder of these 4 gloves hold tight and never influenced by panic selling. realised or not? whenever there was price correction, sure will jump high again the same or next day. so why sell?

Posted by Big3 > 2020-07-11 17:47 | Report Abuse

There is no slightest hint this pandemic is going to end anytime soon and this can be a new normal for a very long time. People have no choice but to buy more PPE. Malaysia happens to be the number one quality gloves producer commanding over 65% glove market shares. We are not talking about 10 or 20 countries that are buying. We are talking about world population of over 7 billion.

Posted by Big3 > 2020-07-11 19:36 | Report Abuse

https://edition.cnn.com/2020/07/10/asia/kazakhstan-pneumonia-intl-hnk-scli-scn/index.html

Posted by Big3 > 2020-07-11 19:36 | Report Abuse

Potential new virus

Posted by rahman89 > 2020-07-12 01:00 | Report Abuse

https://www.thestar.com.my/news/world/2020/07/11/who039s-ryan-says-eradication-of-new-coronavirus-is-unlikely#.Xwnv_2UhGdw.whatsapp

Posted by Lukey_Greek > 2020-07-12 10:42 | Report Abuse

One of the main reasons for the recent rally in big 4, is the successful listing of Sri Trang Glove Thailand (STGT) on 2nd July 20. The IPO priced at 34 TB & the current price as at 10th July 20 is 74.50TB, a very impressive increase of 119% since the IPO within 1 week's time. Ringgit 2b fund has been raised (30% of the total company shares).

This prices the company at 14.5b in ringgit currently. For simple comparison, Kossan price after the rally last week is priced at 15.8b.

Below is the simple comparison between STGT and Kossan on other aspects:

a) annual production capacity (year 2019): 27b (STGT) vs 32b (Kossan)
b) % of nitrile glove: 35% (STGT) vs 80% (Kossan)
c) Revenue 1Q20: 3,761m TB, or 512m MYR equivalent vs 611m (Kossan)
d) 1Q20 profit: 421.89m TB, or 57.5m MYR equivalent vs 82.5m (Kossan)

In short, there is still huge investment demand in glove stocks globally. The glove stocks in Malaysia are fairly price with global peers.

https://www.thaienquirer.com/15100/stgt-listing-is-full-of-potential-amid-rubber-glove-boom-during-coronavirus-pandemic/

http://stgt.listedcompany.com/misc/mdna/20200701-stgt-mdna-1q2020-en.pdf

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

Kossan is only glove stock in the FTSE Bursa Malaysia KLCI reserve list, after Harta & TopGlov.

https://www.thestar.com.my/business/business-news/2020/06/04/tm-klccp-included-in-klci-30-stock-list

Posted by Big3 > 2020-07-12 13:36 | Report Abuse

https://www.theedgemarkets.com/article/lim-glove-shortage-will-worsen-if-freeze-foreign-workers-continues

Posted by Big3 > 2020-07-12 13:37 | Report Abuse

Gloves shortage = increase ASP in comings qr

Posted by meistsk3134 > 2020-07-12 13:40 | Report Abuse

more investor will invest due shortage worker. if latex shortage will be big problem

Posted by lkc6688 > 2020-07-12 14:53 | Report Abuse

Any idea when will be Kossan next QR release?

Posted by gladiator > 2020-07-12 15:19 | Report Abuse

Aug

Posted by Apple1234 > 2020-07-13 01:48 | Report Abuse

Everyone, let we see supermax result, supermax is gold. After see the results just come and criticize me, and go study what is maximize the profit. The important is accept the facts, remember criticize me at August after Supermax and Kossan announced the results. More than RM20 is not a dream, but Kossan "NO". Let we wait and screen shot it.

Posted by Apple1234 > 2020-07-13 01:48 | Report Abuse

Remember, become smart investor.

Posted by Ravi1969 > 2020-07-13 06:23 | Report Abuse

DJIA futures 150 pts

Posted by Apple1234 > 2020-07-13 09:12 | Report Abuse

Remember, see result at August, you will know what i say i true or fake.

Posted by NIWV > 2020-07-13 09:22 | Report Abuse

Yeah kossan go go go! Steady!!!

Posted by Apple1234 > 2020-07-13 09:26 | Report Abuse

Kossan now already overvalue, August you will see Supermax net profit 100% better than Kossan very much. Let see.

Posted by Apple1234 > 2020-07-13 09:26 | Report Abuse

August just come to judge me, dont see the rubbish blog of Kossan edi. Switch your money to Supermax.

Posted by mf > 2020-07-13 09:40 |

Post removed.Why?

Posted by gloveharicut > 2020-07-13 09:40 | Report Abuse

Coronavirus: fully effective vaccine unlikely to be created before next year, expert says

https://klse.i3investor.com/blogs/gloveharicut/2020-07-13-story-h1510512093-Coronavirus_fully_effective_vaccine_unlikely_to_be_created_before_next_.jsp

Posted by chshzhd > 2020-07-13 09:41 | Report Abuse

kossan must see results at nov n feb 2021:)

Posted by chshzhd > 2020-07-13 09:42 | Report Abuse

kossan lag .. buy:)

Posted by NIWV > 2020-07-13 09:47 | Report Abuse

Apple. Suoermx is too extreme for me. I must be overbought. At anytime it will free fall like comet.

Posted by CoronaComment > 2020-07-13 09:53 | Report Abuse

kossan is breathe.. fly high kossan

Posted by Apple1234 > 2020-07-13 10:02 | Report Abuse

Niwv: Now supermax is under value, fair price is RM20. I suggest you go study deep the company and briefing report. Until year end RM30 close one eyes. Maybe you will say i am talking rubbish. Nvm, please judge me at August quarter result announced. After result announced, you see how much the PE will be press down and how much the forward PE. Stay tune.

Posted by Apple1234 > 2020-07-13 10:04 | Report Abuse

Be smart investor and study deep. Please judge me after result announced. 100% Supermax result will better than Kossan very very much. Before already ask you guys switch Kossan to Supermax but no people wanna listen. After August Supermax announced result, please open your eyes big big.

Posted by Choong Wah Kean > 2020-07-13 10:05 | Report Abuse

if supermax is 20, kossan should be at 18 ringgit.

Posted by HNWInvestor > 2020-07-13 10:05 | Report Abuse

just sell my kossan shares. not to say kossan not good but slow runner.
any wonder why kossan and harta so lag behind supermax and top glove?

Posted by infinity888 > 2020-07-13 10:06 | Report Abuse

KYY New TP is RM 24
https://klse.i3investor.com/blogs/koonyewyinblog/2020-07-13-story-h1510511971-Supermax_Update_my_target_price_Koon_Yew_Yin.jsp

Posted by infinity888 > 2020-07-13 10:09 | Report Abuse

'Little chance of Covid-19 vaccine by 2021'

https://www.nst.com.my/world/world/2020/07/608079/little-chance-covid-...

Posted by Apple1234 > 2020-07-13 10:10 | Report Abuse

Choong: dont dream. Supermax RM20, got good enough result support, Kossan RM18 have market expectations result support? Only focus Supermax, Harta and Topglove. Everyone also have limited money, only focus only Big 3 glove counter.

Posted by Apple1234 > 2020-07-13 10:13 | Report Abuse

Always remember, share prices can go how far is 100% depend of how good the results. Dont always dream Kossan can go RM20,30,40,50,100. Share price 100%= result.

Posted by Apple1234 > 2020-07-13 10:18 | Report Abuse

Supermax can go more than RM20 is net profit i believe more than 400mil, how about Kossan? RM18? How good the result Kossan wanna announced for us? Use your brain and think it. Please.

Posted by Mabel > 2020-07-13 10:19 | Report Abuse

So nice and so green...

Meow Meow Meow

Posted by gloveharicut > 2020-07-13 10:27 | Report Abuse

CIMB raised KOSSAN target price to RM15
https://klse.i3investor.com/blogs/gloveharicut/2020-07-13-story-h1510512868-CIMB_raised_KOSSAN_target_price_to_RM15.jsp

Posted by OngKawKaw > 2020-07-13 10:29 | Report Abuse

Slow but steady

Posted by chshzhd > 2020-07-13 10:45 | Report Abuse

rm15 cimb forward pe for kossan only 22:)

Posted by kevinobc > 2020-07-13 10:50 | Report Abuse

https://www.nst.com.my/world/world/2020/07/608079/little-chance-covid-19-vaccine-2021

Posted by cyclops80 > 2020-07-13 10:53 | Report Abuse

Apple1234 good analysis. im your secret admirer since i start to trade

Posted by Apple1234 > 2020-07-13 11:09 | Report Abuse

You can go study Supermax June ,July , August will increase how much glove for additional 4 line production. And how much the selling price supermax sell? November Supermax result will super bombastic, I really dont know why still have many people dont want accept the facts? Money is yours, you sholuld plan it very carefully and go study deep supermax briefing report. Everyone have limited money, why you want waste your money at Kossan? Since i comment before until now no anyone can use logic and knowledge data comment refute me, so you guys should wake up? Remember share price can go how far is 100%= how good the result ***** Dont dream Kossan can hit how much target price, if August Kossan cant give us market expectations result, you all 100% will see the results drop and cant move. After result announced market will see clear every glove counter are keeping what card.