Better move to second tier health care suppliers { ventilators or swab test kits }. Top 6 heavy weights { glove makers } more expensive thank banks. TG, Super, Harta more pricey compared to PBB, HLB or Cimb

Looks like big players switching out from the big 6 glove makers into other segments

Other healthcare supplier's { except K1 } perform much better. look at HLT or LKL

Lack luster counter . Sideway zzzz

Bet on the wrong horse. Horse not running { worst still limping } unlike other glove counters

Hopefully July will see K1 better performance

This K1 hard to play. Never follow trend. up 1 day down the next 2-3 days.need a viagra

The AGM was a tame affair. All 8 resolutions passed. No announcements

US emergency alert after 2 nd wave of infections surged. A record 44,782 new cases reported in a row { setting a single day record } Florida, Georgia, Carolina,Nevada , Texas all hit new high

Today is a bad day for KLSE

Clinical trials are segregated into stage 1,2, 3 ,4 i.e. before submitting IND { investigation New Drug } application to FDA. The process describe it's method of manufacture, quality control, damping etc for release. WHO mentioned the fastest approval during pandemic outbreak needs between 18 -24 months period. Just my 2 sen worth on Clovis 19 vaccine { a vaccine is different from anti bodies treatment }

K1 has lots of news floating around {KKM approval, FDA ventilators, Qtr positive result, Singapore cloud venture & now JV venture } time to buy on rumors

Yup. Not a good day for glove related health care stocks { despite news of worldwide covid 19 infections spike up

Never like TA or TAG { my own view } remember TAG was a spin-off from TA enterprise. Only Tony make $$$.other shareholder & retailers was left holding his still born. TAE has withdrawn it's voluntary takeover offer TAG ( SC has rejected it's application . But Tony has other means to derail the scheme

This round surprisingly very limited retailers used margin financing. Maybe everybody knows cash is King whereas banks are fair weather friends. kYY was pressured by bank margin calls and force to cut loss was a good lesson { never relied on the banks }

KWSP split their portfolios into 3 categories plus outsourcing to IB 's and fund managers { local and foreign } to manage their portfolios. Category 1 - capital growth & gains, Category 2 - dividend play, Category 3 - trading account

Previously this group of IB 's hardly covered glove producers. They go for the big cap counters. Last Dec. TG almost drop from KLCI. They rank 34

K1 Ventilator approved by US FDA administration ( agreement last until Oct 2024 }

K1 secures licence to manufacture ventilators for covid 19 treatment use ( reported by the edge late evening )

Afternoon limit up { if buying momentum continues }

K1 , Hlt, Lkl are the laggards among the glove trend setters. K1 is in a sweet spot. Pretty decent valuations { small cap plus net cash position } lowest price betw Hlt or Lkl . the latter stocks all rocketed towards > 65 mark { whereas K1 is still Zzzzz }

Agreed with MingGoon. Mah sing long term 2-3 years down the road

All gloves counter now sideways after the 2 days of hot run up. Profit taking and punters taking a break plus long week end break

Raya weekend break. retail buyers may stat away

Share Carelpls news and trading ideas only

Agreed with Eagle eye. Reenter Carelpls in the afternoon opportunity comes once every 10 years

Ansell JV with Carelpls opens lot of opportunities and new markets. Ansell is a reputable { established }MNC big in Europe

Most anaylst believed GENM is facing a tough times at this point of pandemic { not saying GENM close shop } unless they lose their casino licence etc price wise they don't expect any quick recovery. GENM or for that matter PBB { Rock solid banking counter } will face many challenges

BFM interview TG { Tan Sri Lim } their orders backlogged is so bloated unable to fulfill . received overseas orders requested by government for assistance . They can only help by sending token sum as and when available. This is happening to all glove manufacturer's { bypassing middlemen } Ansell is a household brand in overseas { careplus is a direct beneficiary of Ansell link }

What's troubling ! Own shareholder { Suntel int } disposing shares . Total app 7 Million plus after MCO lockdown lifted { from April till now } looks bad when own people selling

Without prejudice CPO higher production in 2nd half and demand likely to shrink. Outlook not promising

Covid 19 infections rate jump in US , Russia, UK and other European nations

Mr Lim holds 104 million plus {19.66 % } Mdm Ng holds 29 million plus { 5.5%} based on filings Mar 17

most players bot between 30 plus when the counter started attracting attention. following the spectacular rising trend of other glove counters { eg comfort ,rubberex, super not forgetting TG }

Many developers are reporting sharp declines in property sales and unbilled sales

Glove producers will Be the darling of the market in 2020. KYY started buying into gloves sector.Do your homework

IB's giving TP price of 4 sen { due to worries over sapenergy cash flow and loan issue }

announcement by banks on the 6 month loan deferment moratorium is not automatic { seems beneficial for their books instead of helping the people }

rights issue at 30 sen in Dec 2018 was to reduce thier gigantic borrowings. Now trading at 8-9 sen { loss of 70 - 75 % } to the shareholders who subscribe the Rights. Their share base already balloned to 16 billion { excluding any warrants conversion }. Under current situation would you still subscribe for another rights exercise ?

Contra kakis T2+ 1

Idss & rss short selling does not cover the Ace counters

Pas has always called for ban against so called sin business. During Pakatan times , Pas ban sale of beer in parts of Selangor. During Barisan 60 years Pas has asked government to stop renewing genting licence. Pas also tabled the Syariah RUU 355 legislation private member bill previously

Jobs uncertaintyor unemployment plus pay cut gaming, casino , hotels are the worst hit. even IF MCO lifted business may not restart or operate due to social distancing. Only gloves, ppe suppliers, food delivery are the real beneficiary

All glove counters are the star of the covid 19 pandemic. Previous round was the tech companies later follow by the O &G. Now the glove counters are just starting to warm up. Worst hit were be the autos, hotels and properties industries

Epf is a substantial shareholder. Why are they selling at a loss?

TG, Harta , supermax may all shoot to the roof. Adventa {a health care & industrial suppliers } after disposing off thier glove subsidiary { Aspion } to TG has outperformed thier historical high . Carelpls is the only gloves manufacturer that provide Ansell the entry lowest option

This forum is for Carelpls .please share your trading ideas or news on Carelpls

Play big and win big mentality {KYY} akin playing Texas poker

Stay with Group A { covid 19 pandemic needs a long time to go away } medical supplies usage increased 10 times based on what our DG explains. face mask and hand gloves are all part of PPE

Genting hard hit. All gambling tables shut down { Malaysia , Singapore ,US } worst case is the cruise ships no one dares to take any cruise vacations now.