GlovesOff

GlovesOff | Joined since 2021-05-11

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2021-08-13 12:39 |

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2021-08-05 17:06 |

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2021-08-05 17:03 |

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2021-08-05 17:01 |

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2021-08-05 11:39 |

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2021-08-03 23:07 | Report Abuse

Updates from Hartalega conf call

Gloves selling prices *expected to fall -30% qoq in Sept*, potentially ~USD40 by Dec 2021.

Customers are *lightening their inventory in view of declining glove prices*.

Expect *lower utilisation rate in next quarter* due to *60% workforce capacity and shutdown during EMCO.*

Constant disruption in operations* (lockdowns, 60% workforce, full shutdown etc) has caused *some customers to shift some orders to China to diversify supply risks*.

Will delay some expansion plans* in view of current unfavourable situation.

90% of workers received first dose of vaccination* so far.

We think there *could be further downside risks should glove selling prices fall below USD30* (what most analysts are factoring in). *More clarity once the glove selling price declines stabilise.*

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2021-08-03 23:03 | Report Abuse

@pjsiao99 ~ so long portfolio not as NEGATIVE as you hahaha

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2021-08-03 22:31 | Report Abuse

If PN collapse ho ho ho ~ next gov first order is to shut factories ...

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2021-08-02 19:48 |

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2021-08-02 09:31 | Report Abuse

fair enough . who is the biggest loser here and not at any other gloves ? hmmm
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ToneeFa MM, I never flag anyone as I don't see the need to. Someone else must have done it, but not me.

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2021-08-02 09:21 | Report Abuse

how old are you? 6 year old?
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pjseow Moneymakers, I handicap you.300 millions from your 500 millions. If supermx profit.is less than 800 millions, you win . If it is more than 800 millions , I win . Want to bet ?

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2021-07-29 19:28 |

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2021-07-28 17:01 |

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2021-07-27 15:58 |

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2021-07-27 09:37 |

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2021-07-27 09:27 |

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2021-07-27 09:13 |

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2021-07-27 09:12 |

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2021-07-17 21:25 | Report Abuse

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/the-fbmklci-still-so-unloved

still so stubborn ah??? - listen to Affin & Maybank Fund Managers la

minute 30:20 - Gloves are DEAD MONEY

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2021-07-12 15:45 |

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2021-07-12 15:24 |

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2021-07-12 11:35 |

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2021-07-12 10:43 |

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2021-07-11 14:11 |

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2021-07-11 13:39 |

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2021-07-09 10:48 |

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2021-07-09 10:17 |

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2021-07-09 10:11 |

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2021-07-09 10:10 |

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2021-07-09 10:10 | Report Abuse

Okla danny today come up for sunshine , 30 days in mama skirt d

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2021-07-09 10:06 |

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2021-07-08 13:14 |

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2021-07-08 13:04 |

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2021-07-08 12:53 |

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2021-07-08 10:58 | Report Abuse

Ular suda gigil / goyang ka ? 4.89 ep okla tu

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2021-07-08 10:46 | Report Abuse

See told ya nenek buy what waterfall what ... tg at 4 not so yummy now

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2021-07-08 10:44 |

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2021-07-08 09:37 |

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2021-07-07 18:41 | Report Abuse

Ks55 ~ these numbskulls hypocrites when rebound to their price also CL ... what FA , billions , saves lives all bs ...

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2021-07-07 14:36 | Report Abuse

reasonable sikit dont break ppl rice bowl lah
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you allegedly KON ppl wor according to scenery . hard not to believe w a nickname like ular haha

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2021-07-07 14:21 | Report Abuse

Good your puny brain can still think
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You think talk perfect england price can move kah.

Why you hard-core stupig and wa2u fan? Your account affiliated to them is it

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2021-07-07 14:14 | Report Abuse

Simple England tak faham ?

Talk creative not to me but to boost share price

We condemn or not tg will drop on its own haha
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How tonexpect Ular be creative to reply you lah

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2021-07-07 14:06 | Report Abuse

Ular, time to be creative and work harder, don't chant same things everyday, share price only spiralled downhill

Dont let them glovers down leh

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2021-07-07 14:04 |

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2021-07-07 13:59 |

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2021-07-07 13:42 | Report Abuse

Okla settled at 4.89 why you terasa
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You punya pasal lah.

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2021-07-07 13:35 | Report Abuse

Be a proud holland glover like nenek admit ep at 7xx
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You maublepak tulis fact lahm Dont macam it fitnah king lah.

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2021-07-07 13:23 | Report Abuse

Type also lazy clearly you're not a proud glover

Then I discount la 4.89 correct? Why you gigil there
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You so lazy mau baca every post. then not my problem

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2021-07-07 13:21 |

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