Stock Pick Year 2020 - 30 Oct Result
Created by Tan KW | Dec 31, 2020
All OTB stock picks losing money and badly. No way he can make it to Top 10 in 2 months time. His reputation as a stock picker is now ruined. Time to go back to Holland. Hahahaha
1. JAKS - 30%
2. PPHB - 15%
3. VIS - 15%
4. Carimin - 10%
5. Uzma - 10%
6. JTiasa - 10%
7. Krono - 10%
2020-10-31 14:08
I would like to comment Stock investment is not about one year.
Up and down is part of the investment journey
2020-10-31 18:35
As long as OTB doesnt repeat the same mistake of 2020 by selecting glove co for his 2021 stock contest.....
2020-10-31 19:19
Al theme play cant last longer than 2 years...
Unless covid 19 drags longer....
2020-10-31 19:21
sifu charles...this time may be can really extend to 2022 look like...looking how they are investing on additional capacity...
any gut feeling..insight what could be the next theme play?
O&G seems too early to go in..
2020-10-31 19:22
Even if covid 19 drags longer glove co super high asp n profit margin also cant last so long lah
2020-10-31 19:22
true also...but there is just no other place to park money feels like...unless you keep it as cash...
2020-10-31 19:24
The peak of asp likely to be in next q i think..or at most one more q..
When u c profit stops to increase then u know what to do
2020-10-31 19:26
may be at least till next winter ...these spot orders will be there looks like...
further since order already booked till end 2021...whatever they produce cannot increase the inventory of the gloves worlwide..and ots indeed depleting very fast
2020-10-31 19:26
this i agree...ASP decline is the trigger point..
Posted by CharlesT > Oct 31, 2020 7:26 PM | Report Abuse
The peak of asp likely to be in next q i think..or at most one more q..
When u c profit stops to increase then u know what to do
2020-10-31 19:27
If u see all the inv bank's profit projection on glove co for next 2 years u shall hv some idea
2020-10-31 19:30
All the charts looks so so..
When they posted record Q profit showing hundreds of percent improvement prices continue to drop
What if they post a lower Q profit then?
No rewards for the right answer sorry
2020-10-31 19:37
i think its consolidating...or more like digesting how far these pandemic will go before another breakout in the share price..
If you notice the ASP on latest month from Supermax analyst briefing..it had exceeded 220USD/k gloves
2020-10-31 19:40
and the winter is just starting...all other economic activity is going for a halt...i expect oil price to crash below 30USD/brl again...
2020-10-31 19:41
maybe...wait until u see they break new high in prices first...
Ruberex is exceptional...lol
2020-10-31 19:41
unless there are new funds coming in to buy glove co...
even KYY posted 2 to 3 articles a day to promote supermax also has no effect now
stock mkt is not maths...
2020-10-31 19:43
hope for interest rate cut...and fund taking out money from other stocks and add more on gloves..
2020-10-31 19:45
plenty of money to take out from financial sector...it had barely dipped
2020-10-31 19:46
one interesing point...previous Annual Report shows that the total shareholders of Supermax is ard 15k+ n the most recent one shows the total no of shareholders now is ard 50K+
Who will come to pay more for your shares??
2020-10-31 19:47
if gloves stock dips...the whole market will...no choice..best catalyst is interest rate reduction...and think its inevitable
2020-10-31 19:49
last correction after bonus issues supermax plunged more than 50% below RM6.00 Bursa was still around...no worries
2020-10-31 19:51
Dksh, I put up since 2019. Every year small gain. Next year again I will pick Dksh.
2020-11-01 10:17
Mr Tan - Let me be the 1st to register for Stock Pick Challenge 2021.
My stock picks are below:-
1) Supermax - 30%
2) Top Glove - 30%
3) Harta - 30%
4) Kossan - 10%
TQ
2020-11-02 22:31
duitKWSPkita
Wao.. Tough year
Hope I can maintain positive and enter Top 20...every year I also hope can become Top 20
2020-10-30 19:48