Posted by skcm2017 > 2021-05-30 20:55 | Report Abuse

https://www.channelnewsasia.com/news/asia/vietnam-hybrid-covid-19-variants-from-india-uk-spread-outbreak-14909808
HANOI: Vietnam health minister Nguyen Thanh Long said on Saturday (May 29) the country has detected a new variant of the coronavirus, a mix of the COVID-19 variants from India and the United Kingdom that spreads quickly by air, online newspaper VnExpress reported.

After successfully containing the coronavirus for most of last year, Vietnam is now battling an outbreak that is spreading more quickly. "After running gene sequencing on newly detected patients, we have discovered a new variant that is a mix of India and UK ones," Nguyen Thanh Long was quoted as saying.

Posted by keown83 > 2021-05-30 21:00 | Report Abuse

@ahchong01 why bother u ask? because there're many gullible investors who currently trapped in glove stocks as they entry with fomo during almost at the highest peak..lagi kesian those who believe what KYY told about glove prospect like AT & step into it

pessimist who are not a troll & just purely giving honest opinion is because they didn't want many people to be trap again..its their hard earn money so they deserve to get info from both side of the story..i for one also profitted quite handsomely in ruberex & have a positive side about this counter for quite some time..but current situation have changed a lot, so does my opinion on it too..so its good for investor to read opinion from both side so that they can make a sound decision

Posted by ahchong01 > 2021-05-30 21:13 | Report Abuse

kepwn83 my point is why bother to say things without showing your prove. so many people show you why they say undervalue. you can say overvalue, not worth but show how you come to the conclusion. is it okay if you are a businessman, i go to your shop, buy things for cheap. another shop come, sell cheaper, i say you cut throat to all people your business will die. you might be selling higher brand and good quality product and next door might be selling lower quality goods. but if i simply say your shop is cut throat con people without prove or sharing my evidence fair or not fair? if i bother and care, i should give more evidence. if really dunno how to quantify, use superpower to determine it is overvalue? after pandemic after supercycle no hospital no company no mcd will use glove? 0 sales? bankrupt? if got business sure got valuation. so please at least show how it is overvalue. then people will be more educated and can make their own conclusion

Posted by skcm2017 > 2021-05-30 21:41 | Report Abuse

ahchong01 - salute you with the analysis. The game trading plan is always essential, yeah like a business game and plan, rather than listening to KYY and other people. We are the investors who are taking the risk, losing the game. Not so much difference with businessmen (If they smart, I salute you, GURU).

KYY is not a GURU, never sees the detailed analysis and providing the assumption from the market news, which is we already knew it.

The rule in the game of stock, treat it like your own business. A good investor is someone who can translate into good decision-making. If you don't like it, invest in another means. It is a free world.

Keown83 - If you dont like Ruberrex, can swim in CAREPLS and SUPERMAX. I made handsome money from all these stocks too and I love it with my CAR and weekend gardening at the new land.

Posted by ahchong01 > 2021-05-30 21:48 | Report Abuse

skcm2017 thank you. i admire you for always being cool headed and objective when discussing. what you said totally make sense. i am also still learning here. my assumptions in the calculation might also have a lot of flaws but i would say i lay it out for other people to point to me if i make a mistake or if i omitted important assumptions when i do the calculation. thank you for seeing every message objectively. i salute your coolness and objectivity to make this forum a better discussion place.

Posted by ket4212 > 2021-05-31 07:09 | Report Abuse

morning

Posted by BuffetOnWeed > 2021-05-31 08:53 | Report Abuse

Morning !

Posted by JK22 > 2021-05-31 10:31 | Report Abuse

Just another day. Keep it locker , come back a year later

Posted by ValueInvestor20 > 2021-05-31 13:32 | Report Abuse

Will take time. Just like how we have gotten used to the new norm so has the market players. Will be hard for gloves to hit limit up like those days. But rest assured, Rubberex fundementals are good. Having over 80% exposure of its business in Malaysia, high cases here will lead to robust demand. Their entire 2021 capacity is sold out. Also having higher exposure to the Malaysian market, we don't have to worry about US customs seizing Rubberex glove shipments.

I'm looking forward to the 10 billion capacity, bringing exponential earnings. Whether Rubberex is RM 1 or RM 2 it does change the company's plans. Price is what you pay, value is what you get. I'm currently holding at RM 1.50 and with the increased capacity, this company is definitely undervalued.

Posted by robertzz > 2021-05-31 15:09 | Report Abuse

https://www.asiaone.com/asia/very-dangerous-vietnam-detects-new-uk-india-hybrid-covid-19-variant?utm_source=emarsys&utm_medium=email&utm_campaign=asiaone_newsletter&utm_term=%27Very%20dangerous%27%3A%20Vietnam%20detects%20new%20UK-India%20%E2%80%98hybrid%E2%80%99%20Covid-19%20variant&utm_content=31/05/2021#gsc.tab=0

PPE is everything.. till 70% of whole world been vaccinated.. not just few country..

Posted by ahchong01 > 2021-05-31 16:57 | Report Abuse

ValueInvestor20 Agree it is undervalue. just want to correct you, ruberex exposure is not 80% in malaysia. It has 50% exposure in Europe and 20% in south america according to its last annual report.

Posted by keown83 > 2021-05-31 17:07 | Report Abuse

vaccine play this week..not glove..but at least on a positive side the price didnt drop too much today

Posted by keown83 > 2021-05-31 17:08 | Report Abuse

like i said, only when all other sector having lockdown then u will get another round of glove super rally..until then, long-term invest is the only thing left in gloves

Posted by robertzz > 2021-05-31 19:40 | Report Abuse

super undervalued..

Posted by BuffetOnWeed > 2021-05-31 20:06 | Report Abuse

Best time to buy is when market is quiet

Posted by robertzz > 2021-05-31 22:56 | Report Abuse

nice

Posted by ValueInvestor20 > 2021-05-31 23:14 | Report Abuse

AhChong01 I referred to the segmental section of the recent QR to derive the value.

Posted by ValueInvestor20 > 2021-05-31 23:59 | Report Abuse

Hi can't seem to tag my recent blog post to the forum but do have a read.

https://klse.i3investor.com/blogs/2_Cents/2021-05-31-story-h1565984768-RUBEREX_7803_A_Hidden_Gem_with_a_Secret_Weapon_Massive_Capacity_Expansi.jsp

Posted by ahchong01 > 2021-06-01 00:32 | Report Abuse

ValueInvestor20 oh okay. i get where you derive the figure now. thanks for pointing that out. that is. very well written argument. Thanks for shRing the blog post. Hope all this good sharing continue so we all can learn from each other

Posted by ket4212 > 2021-06-01 07:58 | Report Abuse

good morning buffetonweed brother

Posted by brian3381 > 2021-06-01 08:07 | Report Abuse

Usa 5k cases only. Gg gloves

Posted by BuffetOnWeed > 2021-06-01 08:12 | Report Abuse

Good morning

Posted by BuffetOnWeed > 2021-06-01 08:12 | Report Abuse

brian3381 making noise again.
UK cases up
Vietnam new variant
So u chose to ignore that? Ok cool

Posted by BuffetOnWeed > 2021-06-01 08:15 | Report Abuse

brian3381 so desperate to think he can move the market. Hopefully today his portfolio koyak

Posted by Bgt 9963 > 2021-06-01 08:49 |

Post removed.Why?

Posted by richman > 2021-06-01 10:00 | Report Abuse

super profits but going down .Should reward their loyal shareholders

Posted by bone > 2021-06-01 10:41 | Report Abuse

good analysis written by some of you here, enter some for mid term holding

Posted by AzerothJr > 2021-06-01 10:45 | Report Abuse

When US cases ramping up towards 200,000 daily people says thats causes they don't wear mask, they don't do social distancing, they are ignorant people that still goes out.
Now US cases is only 5 ~ 10k daily and MY cases are ramping up from 100++ until 5000++.
So what does it say about Malaysia?
Until now still non stop about daily infections.
Its irrelevent and doesn't matter if partial or full lockdown.
Just be prepared for vaccinations and we try to get back to previous normal as fast as possible.
We are always merely followers so we will undoubtedly follow international standards when condition allowed rarely are we the leader that determine global standards.
So getting back to normal is just a matter of time and don't fret of recovery.
It is coming sooner or later maybe we are 3~5 months behind advance country but we will go thru it.
In mean time stay safe.

Posted by yw92712 > 2021-06-01 10:59 | Report Abuse

Guys, put down a while ur glove counter, so that u can leverage down in future, the company is still nice from the account & balance sheet. Come joint the party in Pharmaniaga, vaccine is trending now! u can contra ur lost in glove by earning in pharma. Later ur can average down using ur earning from Pharma. Ride the vaccine trend like ur ride the Glove trend previously! Cheerlaaa Bro!!

Posted by GetInCondo > 2021-06-01 11:27 | Report Abuse

Probably majority fund sources are saving Karim now

Posted by keown83 > 2021-06-01 12:37 | Report Abuse

@yw92712 they will enter when the ride is at its highest peak..then the same mistake happened over & over again..pharma alreaady increase a lot..it needs to be cool down 1st before ny entry can be done..today is a profit taking day for pharma

Posted by brian3381 > 2021-06-01 12:41 | Report Abuse

stil hope cases up? hahaha

Posted by shearer202 > 2021-06-01 13:40 | Report Abuse

(Jun 1): Top Glove Corporation's plan to list in Hong Kong to raise up to $1 billion has been delayed as the world's largest rubber glove maker seeks to resolve a U.S. import ban on its products, sources with direct knowledge of the matter said.

The Malaysian firm, which is already listed in Kuala Lumpur and Singapore, flagged in late April it would sell 793.5 million shares in the listing, half what the company proposed in its application to the Hong Kong Stock Exchange in February.

However, the deal has stalled as the company awaits indications from U.S. Customs and Border Protection (CBP) on whether an imports ban would be lifted any time soon, the sources said.

Top Glove did not respond to a request for comment. The sources could not be named as the information was not yet made public.
01/06/2021 1:32 PM
X
shearer202 Last hope for glove counter also demolished by the news of hk ipo ! Afternoon waterfall !

Posted by Lukesharewalker > 2021-06-01 15:26 | Report Abuse

Looks like 1.00 again soon...

Posted by shearer202 > 2021-06-01 15:52 |

Post removed.Why?

Posted by Sneakpeek > 2021-06-01 16:14 | Report Abuse

All in all in

Posted by Lukesharewalker > 2021-06-01 16:27 | Report Abuse

Same mode sell all the way down....jerk up...sell down again

Posted by Joey23 > 2021-06-01 16:35 | Report Abuse

I am quite enjoyed seeing those ppl buy high sell lower.... This is unique.....

Posted by Start_0f_the_bull > 2021-06-01 17:22 | Report Abuse

EPS 10c also people sell down. How much more can it drops?

Posted by Lukesharewalker > 2021-06-01 21:51 | Report Abuse

Hopefully below 1.00

Posted by Lukesharewalker > 2021-06-01 21:52 | Report Abuse

Make it pe 2

Posted by ValueInvestor20 > 2021-06-02 09:42 | Report Abuse

@Lukesharewalker I'm also waiting for PE 2 but unlike you I would like to differ my angle. Their capacity expansion to 10 billion gloves by mid 2022 will definitely bring it below PE 2 and that's putting the stock at RM 1.60 based on RHB's current forecast with 2.5 billion gloves to 2023.

Posted by BuffetOnWeed > 2021-06-02 09:59 | Report Abuse

Finally someone speaking facts

Posted by bone > 2021-06-02 10:12 | Report Abuse

Those that can see the hard solid cash they are earning this year and next year will be silly not to park their money in..

Posted by ValueInvestor20 > 2021-06-02 11:38 | Report Abuse

@BuffetOnWeed I've been in many forums on I3 and it's sad that the discussions are most of the time empty, filled with personal attacks and only at times insightful. The discussions here pale in comparison to my University's Investment Society sadly.

I'm hoping i3 can be a place of good discussion, where it is based in facts and the members can take criticism. Glove is not risk free I have to concede but prospects are more likely positive in the mid term (1-3) years.

Posted by LuoLi > 2021-06-02 11:45 | Report Abuse

Buy 100 lots Ruberex 1.12 today

Posted by skcm2017 > 2021-06-02 13:14 | Report Abuse

I am loading more and more since yesterday. I don't think twice of a company with superb growth and with profitability. Thank ValueInvestor20 and others. Appreciate and gladly be here. The stock game is for you to earn MYR millions, not one thousand or two thousand. It is the game where you put your minds like businessmen do involve in projects, looking at the prospect and constant review of project P&L and prompt react of project events.

The glove is dead?? hahaha...KLSE has been dead even for weeks.

(Shearer202) - Stock: [DNEX]: DAGANG NEXCHANGE BHD
May 18, 2021 4:34 PM | Report Abuse
80 sens close today , tomorrow continue to 90 sens ........ Shearer202 also dead now, It go below close to 0.70cts


"If you are an expert in stock trading, then you will not sell the company" - Ralph, Warren Buffett. (speculators) and 90% of these people lose money on a time basis.

Posted by BuffetOnWeed > 2021-06-02 15:57 | Report Abuse

Close shop lar PN17 next let's go

Posted by AFIinvest > 2021-06-02 16:20 | Report Abuse

Mid -year sales are back again, don’t miss out

Posted by Albukhary > 2021-06-03 00:41 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司，就继续持有吧。
套句冷眼的名句：-
有成长，不要卖。
成长长，长持有。
加油。