It’s all in your mind... the boogeyman, the sharks, the syndicate , the IBs, the CIMBS ... its all your your mind. Just like what’s in the mind of a schizophrenia ... it’s all in your mind ... everything but reality

Trading based on market sentiment has its merits. However market sentiment must itself be driven by sth to begin with. And that sth is the reality that gives rise to the outlook of a particular company. I believe that would be fundamental

Is fundamental changes, whatever graph will also be thrown out of the window regardless of which phase we think we are in

Is it just me or is Teamrocket getting mOre hilarious with each passing day...lol

Dynacia ? Sounds like a retarded Prepubescent band name

Let’s be real. If I want to help someone, I will contribute my money for charitable causes. Those who invested early this year has one motive and one motive only, that is to invest in companies with bright short term outlook.

Buying glove stock does not help the world except for your own wallet. And if you really want to help in a way makes a difference go do charity.

And finally know this, the meagre donation made by the glove companies, in which our politician piggy back for their own political mileage does nothing in moving the needle to make meaningful difference.

While I understand it feels good to rationalize sth in a certain manner to justify ones past action. It would be good to be real once in a while, as you know what they say, the worse lies are those in which you feed yourself.

The thing about whether or not glove business is sustainable in the long run is the ultimate question that I believe no body has the answer to at the moment. This is because everyone is approaching the answer using a precovid model in mind. There are what ifs that are still unknown at this juncture, but then again, the question is what if it happened. Just like the impact of asymptomatic cases are unknown to the present pandemic curve, the impact on heighten demand from other sectors along with higher adoption rate from developing countries on globe demand is still unknown at this juncture. There could be structural change to the demand for gloves going forward

Well things don’t happen overnight.

Investing in dividend yielding companies is a valid strategy. Having said that, there are so many other high dividend paying companies that is not plagued by pessimistic operating environment. Why not take some time to take a look at the rest.

There is a blog called dividend magic. It chronicles the investing journey of an investor investing in dividend paying companies listed on bursa.

https://dividendmagic.com.my/portfolio-freedom-fund/

Thanks for clearing up the lies spread by some irresponsible user in I3investor. I hope they can resolve this issue soon.

looks like closing at 28

massive road block at 28. What a physochological resistance level. I guess its an auspicious resistance.. yeee fattttt

Like I mentioned, I will shy away from a company such as BAT which has been consistently registering declining revenue and earnings.

Investing cannot be done solely based on dividend yield. One will have to question on the sustainability of those dividend. Dividend payout will trail the earnings of the company as earnings is the source of dividend declaration. As a matter of fact, the yearly decline in dividend declaration by BAT is in line with BAT's decline in earnings.
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Posted by SinGor > Aug 1, 2020 2:16 PM | Report Abuse
How many Co. in Bursa can give a dividend yield of 9% during Covid Year 2020?..You are F**King
Okay if management don't ask you money. You can count with your fingers how many Co. are giving Dividend in 2Qr. So how can this Heavenexile SoHai said "plenty of fishes in the sea".
Maybe he is fishing Goldfish in his House aquarium...MCO mah

In order to understand the behaviour of Lim’s action, one can dwelve into the philosophy that he ascribes to. He the type of person that believes in the cumulative outcome of aggregated little baby steps. This is well documented in various interviews whereby he claim that a minor 1% improvement overtime can lead to significant improvement over a duration of time. So taking a que from this, you may be able to understand why he is making baby steps in collecting in the open market when prices dip in the open market, he is taking those baby steps to compound his wealth with an expectation of a much higher share price. While I believe he may be no expert in valuation, I believe the simple estimation of share price utilizing PE multiple is within his grasps. Anyone with some expectation of future profits would be able to do this. Perhaps this is an indication top gloves earnings going forward

Mass production of vaccine to achieve herd immunity will take a couple of years. That is if an effective vaccine is developed in the first place. In the meantime , the massive testing undertaking globally will ensure demand for glove remains elevated in the immediate short to medium term. Even after vaccine is mass produced and is ready for vaccination, gloves will be needed to implement that. This points to the fact that demand will outstrip supply for the Foreseeable future. We all know what happens to the selling price under such a situation.

Yttihs please add me

Mabel said she bought into glove stock in January when Teresa kok pulled some political stunts using glove. My oh my, I’m sure her portfolio is full of losing stocks.

Yu and mee, I think what is important is not how much your investment is. What’s important is really the power of compounding. Your little investment will surprise you one day if you continue to invest and to add more to it from your savings.

Ahhh KYY has finally understood the difference between quarterly results and monthly results. Kudos to him for rectifying his mistake. its better late then never.

Master yoda , the fact that you’re greatly disturbed by my casual comments reflects on the lack of conviction on your part. You do not really believe in your own self do you? Perhaps you have been wrong many times in the past before? That could be the root of it. It’s never too old to unlearn and relearn despite the saying ‘’you can’t teach and old dog new tricks”

If it’s indeed true that someone is not thinking clearly just because everybody is thinking alike. Then it must be true that the person who think in a manner that’s contrary to the majority of people is destined to be poor forever because mr market is a voting machine whereby the outcome represents the collective view of majority of people

Hlt and careplus are actually the real time bomb due to their unproven track records in the glove business. It’s alright to ride the irrational exuberance of hlt and careplus but just be aware of the associated downside.

Supermax's earnings is taken as a whole be it from manufacturing or own-distribution (group perspective). Distinguishing the 2 is irrelevant I think.

freetospeak: Dun be surprise in future their manufacturing only contribute minority part of their profit.

Accounting wise, treasury shares are recorded at cost in equity. During the initial purchase, cash will be paid and shares will be obtained. This is reflected as a decrease in equity and a reduction in cash.

Upon disposal, cash is received and treasury shares flow out to the market. This is reflected as an increase in cash and an increase in equity. The difference between cost to acquire and the price upon disposal is reflected in share premium.

There is no impact to the income statement.


moneyplant88: FY 2021 is where the real exponential profit will be reflected. Not forgetting the Treasury shares which can bring in more than RM1 billion if placed out at current prices. Accounting wise, can someone clarify if the gain on sale of Treasury shares can be reflected in the P&L acct or hv to be credited directly to reserves.
08/08/2020 12:15 PM

ya la adoi, need to drink maca root water by the pail already tonight

premature ejaculation

adoi 5 seconds of happiness

and just like...huat liao

On a lighter note, huat ar!!

Got to be careful on issue regarding insiders trading. It could lead to consequences beyond those that you can imagine. If you even care about the future of your friend. Remove all comments regarding the leaked qr .

Sunra88, the recovery of harta is due to Aggressive raising of asp post the most recent quarterly announcement. Meaning harta is behind time in revising its asp upward. It does not imply that the market is behaving irrationally

Speaking of taking profits, even after I take profit and should I wish to reinvest those profits, those profits will also end up in glove counters it is the industry that stands to benefit the most from the pandemic given its ever rising asp the uncertainty surrounding the timeliness of mass production of not just a vaccine , but an effective one that could put the pandemic to an end. Assuming vaccine is discovered and mass quantity has been produced, glove is also needed for vaccine administration, another catalyst for glove demand. And between now and then, the pandemic will remain largely uncontrolled ensuring Elevated demand for gloves.

Lets not be stupid and credit all non-relevant factors for everything that is happening in the universe.

The same could be said by Air Asia stockholders who would be cursing Mohiden if they have the same line of thought as you.


Sami_Value Mohiden sure menang liao.

If nobita, maybe we get only RM5 e-wallet this year , pui
05/08/2020 11:25 PM

different glove companies will have different profile, the idea is to choose the one with the best earning potential. Supermax should have the highest earning expansion due to their OBM model which allows them to benefit the margin that is commonly reserve for distributors. As for Top Glove, its diverse customer base will allow them to have better negotiation power with the distributor and thus more rapid upward ASP adjustments. Kossan and Hartalega does not have these advantage and thus may lag the earning expansion of Top Glove and Supermax. While Kossan and Hartalega's earnings expansion may lag, it does not mean that those glove companies with the aforementioned advantage will perform in a less stellar manner as them

Sustainable dividend payout will be dependent on sustainable earnings. Do note that the cigarette industry is plagued by illicit trade. It is so bad that the market share of the illicit cigarette trade accounts for more than 60%. And this didn’t happen overnight, the situation happened over many years which is reflected in BAT’s declining revenue and earnings. This is definitely one counter that investors should shy away from. Plenty of fishes in the sea, why go for one that is about to belly up.

Let your winners run

When stock market crash it is likely that all exchange will feel the impact. However, recovery for glove stocks will be swift given the underlying fundamental of their businesses with rosy outlook. Stock price will mirror the fundamentals of a company. Additional inflow of funds is likely under a market crash scenario. But this is likely to follow after a knee jerk reaction from investors who dump their shares irrationally to shore of liquidity in the form of cash which does not lose value in the immediate short term before taking into consideration of inflation and opportunity cost.

Therefore, beloved, looking forward to these things, be diligent to be found by Him in peace, without spot and blameless; and consider that the longsuffering of our Lord is salvation—as also our beloved brother Paul, according to the wisdom given to him, has written to you, as also in all his epistles, speaking in them of these things, in which are some things hard to understand, which untaught and unstable people twist to their own destruction, as they do also the rest of the Scriptures

Anything else would lead to destruction. I didn’t say it, I merely quote from the bible

For as the rain comes down, and the snow from heaven, and do not return there, but water the earth, and make it bring forth and bud, that it may give seed to the sower and bread to the eater, so shall My word be that goes forth from My mouth; It shall not return to Me void, but it shall accomplish what I please, and it shall prosper in the thing for which I sent it

Isaiah 55:10 - 11

Hope the messages is as intended by the lord

Thou shall not use the lords wisdom and words in vain

Looking forward to hear your stories

Just curious, any new millionaire around here due to top glove

I will start a million ringgit club for newly minted millionaire. This club's primary objective is to help newly minted millionaire to get acclimatised to their new millionaire status through the support of others in their same situation. You are not alone new millionaire, there are others like you as well. Through the morale support of other newly minted millionaire, you will be able to find the strength to lead a normal life. Being a newly minted millionaire is not the end of the world, life exists thereafter.

Avoidance of for the super high spot price is not the primary objective for stockpiling. The primary objective of stockpiling is to ensure that they have the required PPE to manage their covid situation for usage by their healthcare sector. The rising price of PPE is a small cost to pay to prevent risks of further infection to front liners that will disrupt a nations ability to provide healthcare to patients during the pandemic outbreak

Hope everyone can see the how KYY will not hesitate to make use of your resources for his personal gains. I personally don’t mind him hyping the stock in which I have bearded interest in. It’s just that I see how he ditch his previous counter and start to bad mouth it that I have a problem with . And the way he does it, it’s like he’s of the view that the other investors are nothing except for his personal gains that made me sick. Feel free to see how he switch from supermax to top glove. I. The process he hyped up supermax , giving it estronomical personal tp and he just started talking down on supermax. The way i see it, he had the ego of najib and all retailers are nothing but the person that donate to his personal wealth. All this is done with no warning what so ever to his previous supermax investors. It’s such an insult to ones intelligence, I wonder why investors in tg still so happy for him to sing the praises for tg. Don’t you see you’re nothing but a person donating to his personal wealth now that he’s promoting tg. Start getting smart , kyy is not the only source for wealth creation, why allow yourself to be his pawn. Assess the situation and the merits of the investment based on your own readings on non biased write up. And trust no one but yourself

KYY ask investor to choose TG and Comfort. It’s so obvious he has sold his stake in Supermax. Looks like it’s true, KYY is nothing but a promoter for his own personal benefit. For all we know, the short term downward pressure could be due to him. It’s kind of disgusting when you know someone is using the investment fraternity, particularly the retail investors for advancement of his own personal enrichment. I’m fine with, it’s just that when I see someone do it so blatantly, and so openly , it disgust as he lacks subtlelity and grace. Reminds me of the jaguh kampung style of our BN politicians. Perhaps it is true KYY is a pump and dump investor still stuck in 1990s playbook

everybody enjoyed the roller coaster ride?

Khatulistiwa1234 don’t be too dramatic la. Just chill and count your ringgit la. You start talking like you missed your medication will make other people nervous one you know

everybody enjoyed the roller coaster ride?

wah best roller coaster ride of my life