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2020-12-15 08:53 | Report Abuse
Change Supermax to Superlon, sure make you huat.
2020-12-13 15:40 | Report Abuse
Watch this:-
https://www.youtube.com/watch?v=2iTZipttfJM
Ask the Bangladesh worker to compare Topglove hostel with his own hometown, see which is better.
2020-12-13 15:33 | Report Abuse
阴谋论:-
如果我是JP,我想买更多的TG,但我是个投资银行,我一买的话,全城人都会知道,所以我一定要反方向。
我先跟人讲TG不好,全部人就会以为我要卖,然后他们就会争先抛售,然后我就慢慢的买,买够了,就等一个好消息,比如疫苗失败,美国CBP赦免TG等等,然后我就出多一份报告,所根据最新的发展,本行重新评估TG,并将目标价提高。
2020-12-13 13:31 | Report Abuse
这根本就像大时代的电影,丁蟹携手四大富豪,代表恒生指数抵抗外资索罗斯。
这一次,就看本地基金会不会携手丹斯里林伟才一起对付外资JP Morgan,加上本地散户的拥护,一起把股价推高,让对手卖空的股票被逼以更高的价钱买回来,让这些外资偷鸡不成蚀把米。
2020-12-13 00:32 | Report Abuse
I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.
For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.
For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.
If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.
*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.
2020-12-13 00:31 | Report Abuse
I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.
For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.
For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.
If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.
*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.
2020-12-13 00:29 | Report Abuse
I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.
For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.
For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.
If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.
*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.
2020-12-13 00:28 | Report Abuse
I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.
For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.
For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.
If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.
*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.
2020-12-12 19:20 | Report Abuse
Assume Kossan can earn RM2bil in the next 4 quarter, its annual EPS will be 73sen.
Based on current share price RM5.39, it is equal to 7.4 PE only.
Technically, Kossan PE should be at least 15, after taken into account the ASP will drop substantially after end of 2021.
2020-12-12 19:14 | Report Abuse
My interpretation is :
1st, Topglove will slowly climb up in the Year 2021, from current RM6.90 to RM13.00.
2nd, then by midof 2021, Topglove will announce 2 for 1 bonus, then share price adjusted to RM4.33.
3rd, then world economy start recover, 60-70% of the population has taken the vaccine, then share price start to drop, and by Q1 2022, it finally reach the target price of JP Morgan, RM3.50.
2020-12-12 18:59 | Report Abuse
good analysis.
But from my point of view, CJ Century is the most potential stock. Look at its revenue and the newly built warehouse at Klang Bukit Raja, you will feel this company very potential. Plus the CJ Korea support, it will be same as GDEX (with Yamato Japan support)
2020-12-11 17:28 | Report Abuse
THANKS KOSSAN, I EAT VERY FULL TODAY.
THIS WEEKEND LET ME GO FIND SOME MONEY, HOPEFULLY NEXT WEEK CAN EAT AGAIN.
2020-12-11 13:41 | Report Abuse
专家说,手套股的资金流入了银行股。
但我想说,银行都没有发新股,如果有人买银行股,那就代表有人卖银行股,那卖股的人收到的钱会去了哪里?难道全部收银行?
2020-12-10 20:36 | Report Abuse
很多反手套股的人都是支持疫苗股的。
他们总有一大堆理由,说什么疫苗面世后,人们就不需要手套了。
他们说什么手套股的未来赚益已经反映在股价了,就算顶级手套未来一年真的赚100个亿,股价也不会升了,因为已经反映在现有股价了。
然后呢,他们的疫苗股,都是亏顺连连的公司,连一张订单都没收到,全部都在MOU / HOA的阶段,就连政府会不会批准他们签署的疫苗也还不知道。
马来西亚3千万人口,政府医院应该会免费替60%的人口免费打针ji,剩下来的40% 由私人医院负责,也就是1千2百万。
由于这些公司只是代理,而疫苗又是必需品,定价方面应该不会很爆利,所以每剂最多净利润RM5,每人两剂,就是12mil x RM10 = RM120mil.
目前市面上最少都十间公司在争这个市场,也就是最多每间公司RM12mil.
相比较于手套,疫苗是一次性的,而手套在疫苗前都已经是稳稳的生意,就算病毒消失了,手套也还有一定的市场,尤其是向顶级手套这些龙头,他们的根基已经很稳了。
很多人担心ASP下降,但我想到时苦的是像 INIX, AT 这些新入场的公司,而不是顶级手套这些老前辈。
所以,真的不明白,那些疫苗股的支持者有什么资格批评手套股,人家手套公司在赚着几十亿,你们的公司还在亏几百万,还敢出来大喊大叫。
2020-12-10 16:32 | Report Abuse
Huge profit will be announce this month
2020-12-10 15:25 | Report Abuse
Later I go KWSP queue up to withdraw my Account 1, if the officer ask me withdraw for what purpose, I will answer "untuk beli telur". wakakakakaka!
2020-12-10 15:24 | Report Abuse
Dont trust all the Glove Hater bullshit.
If you want fact and figure, please ask from the correct person.
I know someone who is a Allocator for Ruberrex Glove.
Everytime I ask him to allocate some stock for my buyer (MOQ 100,000 carton), he always no stock , even I willing to paid 100% upfront payment, also no stock.
I ask him what is the progress on the new production line, coz I thought once with the production capacity increase by 150%, sure he can place order for me. But the answer is "The new production line has commenced production, but his allocation quota remain same, he try to request factory to give him more allocation, but answer is no. He believe the new production line has been fully book by some big player, so I think the big player could be the collaboration with Titijaya to distribute Glove.
2020-12-10 10:44 | Report Abuse
Can you please add me? Thanks a lot!
2020-12-10 10:37 | Report Abuse
Consumer goods will be the next darling.
Many fund manager has park their fund into undervalue consumer stock, as this type of the stock will be the most benefited from government penjana scheme.
I also feel like withdraw my EPF to buy some Nutriplus Egg.
2020-12-10 10:35 | Report Abuse
Expected EPS is 3.6sen for this quarter.
2020-12-10 10:34 | Report Abuse
Last call, if you not buy now, you will buy at 50sen.
KYM is the last paper company who yet to announce its superb result.
Once result out, all will go in to grab the share.
So better park you car inside first.
2020-12-10 02:07 | Report Abuse
I am sure TOPGLOVE will back to RM10.00 within the next 2-3 month.
Just imaging, if TOGLOVE back to RM10, will Luster become 40-50sen?
For sure, it WILL.
2020-12-10 02:05 | Report Abuse
Seriously, this is the last change for you to buy d.
After this round, you can only buy back at 70-80 sen.
2020-12-10 02:04 | Report Abuse
Seriously, this is the last chance for you to buy SUPERLON.
If you missed this round, you can only buy at RM1.20-RM1.30.
Superb result will be announce soon... Their export sales has increased crazy.
2020-12-10 02:02 | Report Abuse
Seriously, this is the last call d.. If you dont buy now, you will buy at 12-13 sen
2020-12-09 18:25 | Report Abuse
The best is yet to come.
Texchem is supply Nitrile Butadiene to Top Glove.
Nitrile Butadiene price has up 150%
2020-12-09 01:43 | Report Abuse
Yup, Texchem is one of the MOST UNDERVALUE STOCK in Bursa Malaysia.
Target Price is RM1.30 minimum.
2020-12-07 12:28 | Report Abuse
how many people jump ship d?
2020-12-07 02:26 | Report Abuse
LEONFB is the most undervalue steel counter.
It worth minimum 80sen
2020-12-06 15:48 | Report Abuse
Previously Ruberex have 8 single former production line for Nitrile Glove, with annual production of 1 billion pcs, so each production line can produce average 125mil pcs per annum, or 342k pcs per day.
In Q4, the company has completed its new production line. The new production line is double former production line, with annual capacity of 300mil pcs per annual, or 820k pcs per day.
Total there will be 5 new production line, so 300mil x 5 line = additional 1.5bil per annual.This is why newspaper / analyst always said Ruberrex capacity has increase from 1bil to 2.5bil.
Hearb from a friend who active in glove exporting, he said the new production line in Ruberex are rolled out as per schedule. The commissioning of each production line are smooth. By Jan'2021, expected all 5 production line will be running at full capacity.
2020-12-06 00:28 | Report Abuse
straits will benefited from o&g recovery.
Next week will above RM0.20, next level is RM0.25
2020-12-06 00:04 | Report Abuse
Huge profit will be announce this month!
2020-12-02 10:16 | Report Abuse
Something very BIG is coming on.
Stay tuned.
Above expectation result in coming quarter, minimum RM70mil.
Big player / institution is coming in.
2020-12-02 01:21 | Report Abuse
Eric963708, yes, I am very confidence. This counter sure will perform better.
This is the cheapest O&G counter with no risk of bankruptcy, as they have just completed the debt restructuring, and bank has agreed to convert partial of their loan into preference share.
Therefore, the risk of bankruptcy is very very low, coz bank is not a investor, the share price must go up above 10sen, then only bank can convert the preference share, then sell to market and get back their loan amount.
Now 8-8,5sen is very very cheap for you to accumulate, but very limited share only, if you want to buy big volume, please buy slowly slowly, 50k, 100k, dont directly key in buy order 500k
2020-12-02 01:15 | Report Abuse
This LEONFB silently go up without informed... haha
2020-11-30 13:07 | Report Abuse
Very small share.. I think RM5mil can push the share price to 15sen d
2020-11-30 13:05 | Report Abuse
Quarter result announce soon in next few weeks.
From loss to profit, sure this counter will above RM0.15
2020-11-30 09:34 | Report Abuse
Based on EPS 1.24 x 4 quarter = 4.96sen
For a minimum 10 times PE, this counter value at least 49.60sen.
Based on current price 38sen, still got 30% uptrend.
2020-11-30 09:31 | Report Abuse
$$$ ^v^ GOODLUCK ^v^ $$$, you got 600,000 units, this round can be huat d, woohoo!
2020-11-30 09:31 | Report Abuse
Please pay some attention into this counter.
Someone collecting..
Uptrend soon..
O&G theme..
Stock: [LEONFB]: LEON FUAT BERHAD
2020-12-15 09:27 | Report Abuse
Most undervalue steel stock.