Immediate can benefit from good gloves ASP, not like others Player just new set up facility need time to construct. New set up facitity cost 50% higher facility investment due to high steel cost

Dulu gerak sebab sbb, ini lain macam

TG gloves stuck at US market, 25% of US volume where to go? Only Harta and Kossan will enjoy the sales. Harta valuation at high side, Kossan is the safe heaven. TG coming qtr profit will down.

When everyone sell Kossan like no tomorrow, JP quietly accumulate and SAPU, all ikan billis kaput, smart money always smart, ikan billis sell at huge loss by follow "recommend" target price

Still have people say gloves are sunset industry, how many sunset company in brusa can produce quarter 1B profit with good dividen? Think about sunset or sunrise?

Now day no easy to find a low PE plus dividen stock, their 85% customer are mnc, steady profit with expantion plan on track

40 frontliners contracted Covid-19 after completing vaccination, 142 after first dose

https://www.freemalaysiatoday.com/category/nation/2021/04/17/40-frontliners-contracted-covid-19-after-completing-vaccination-142-after-first-dose/

During this pandamic, a lot of gloves demand from new destination around the worldo, it means gloves are shipp to new market. Demand was there, compare number of hospital covid patient in bed, almost neglectable. Once whole covid patient discharge. The demand will be still maintain. It take years to fulfill demand. This excluded the under develop countries will need many year to recover.

Few billion cash on year end can use to buy value asset, this it what they able to sustsin the earning for the next few years

The share price look like gloves producer no tomorrow, natural gas was reduce 30%++, this easily bonus another few percent extra earning.

Kossan output and efficiency are higher than Supermax, the share price are undervalue among top 4

Eventually kossan profit will catch up supermax, Kossan output was steady more than Supermax

Aids around us for many years, although have medicine to control but effective way was use condom. Demand for condom was increase due to awareness of public on aids, now similar to gloves which was widely use due to awareness, comparable gloves still much cheaper than condom. Affortable low price protective device, no price issue at all.

Tomorrow recovery sector like banking, consumer, lesuire will short sell, then the smart money mostly may park at health-care related stock, recession proof counter. This wave may more powerful than last years, few thousand case may becomes norms now. JP initial predict economy recover by last year end, they may overlook our current covid fast spread speed may hit most of economy activity. V shape recovery likely change to U shape, prolong recovery.

Amomg 4 big, kossan factory set up was more scatter way, the risk to major shut down was well distribute and unlikely happen . Early dec little parriial shut-down was resume operation. The share price still sell like no tonorrow. This is a recession prove and growth counter, regardless any extented mco, political factor or global economy uncertain. This net cash company start accumulate billion cash, their cash was more than the spend for plant expansion. Histrolical their cash almost spend out for expansion. This cash pile was perfect timing for their Bidor expansion. Dark horse 2021-2022

Share price sell like kossan no tomorrow. JP may overlook recent gloves factory shut down by few big boy cause few billion output loss was well cushion the new Player output for another year. In addition the gloves now have new market, the non traditional market segment still unable to fulfill the demand for next few years. Smart money eventually will back to kossan with deep discount among top four

ASP at usd30, kossan profit already reach RM 1B per year, for next 3 years as long as their selling cheap at half top gloves selling price. when price drop, no issue impact on selling price drop, Kossan sales and selling price still solid for next few years. Kossan profit already 400% increase compare pre pandemic time at USD 30. If ASP at us40, their annual profit easily RM 2B.what ever share price cheaper than top gloves, it always value to invest in addition with market cap far lower than top gloves.

JP set 3.80 for kossan but 3.50 for top gloves, current kossan reflect their ASP below US35-40 but TG already 65 to 75, Kossan still have big room for future profit growth. Harta also have but PE at heigt sides. Among 4 top, Kossan shall be low risk and high growth stock in next 2 years

@Atarah, supply of getah no issue, now mostly run nitrile gloves, next year the source will normalise. Even non covid time, a efficient set up factory like MS still enjoy handsome profit like hartalega

With gloves automation lines, others than run faster, they also used less manpower. MS able to compete with the 4 others top peers.

At this uncertain economy, a cash rich conoany like mah sing take opportunity to venture a growth industries . The planned output at 38000 pcs per line per hours already top in the industry, others top 4 peer average output per hours will not met this high due to old machine are running slow.

Top gloves output rmay loss more than 1 billion pc on Nov

Kossan and Harta will most beneficial from the vaccine usage, their traders customer mostly from hospital, clinic. Great opportunity surge demand in this application and boost their average selling price (ASP)

Mah Sing just like 4 big gloves 20 years back. But now he have the market machine fabricator in mature stage. Not like old days, trial and error. New machine are more efficient and cost advantage.

Build a factory from ground take long time, but Mahsing start with ready factory land and build include machine installation will able to start run around April consider one of most efficient way among new entrance. They have good skill in connect utilitise like natural gas, electricity and water supply which is critical for gloves industry. Labour wise tining is right with recent gov new foreign labour policy special approved inlegal worker

All gloves factory talk about scale of economy, if a Player intend to make big on future, the profit will well expand. New factory machine are much more efficient in term of output, manpower handling, utilities and consistency of quality

Supermax result above market expectation, Kossan result below market expectation, once gloves bubble burst, both also will collapes

Gloves real demand is not big as we think, dealers now stock up gloves caused market shortage, gloves only popular at hospital, how much can absorb this volume? Mask now is oversupply, price drop

One day show

Kaki contra dump, business run as usual during mco, recession proof counter like KAB

Major share is hold by owner, financially strong in current situation, involve at fast growth industry, Esport and Energy Saving project. Price Will speed up once short term seller gone.

Once the ethanol plant full swing in next month, likely this counter will shift to industrial sector instead of O&G counter.

Revenue up, invest more money in Fintech, good sign on sales.

Ethanol was proven effective Medical uses in killing micro organisms, will it benifit from the recent Wuhan Virus incident?

HNY, be part of the bursa best performance stock (top gain at 400%), new star KNM will shine again

Based on IRR 12.5% Peterborough return, it generate about RM200m annual profit for the next 25 years concession upon full completion. This translate group recurring income jump to 75%

3 years back Peterborough need RM1.9b to build, due to pound depreciate about 20%, they now jist need about 1.5b only, with some cash on hand, they short RM1b to finished the whole project, if Boesig market value at RM 2.2B, they just sell 40% or listing to obtain fund, while next year Ethanol plant income increase, the profit is stable at current level. Once Peterborough completed, their profit can be double than Borsig. At that time with RM200m+ profit, that is why RM3 look still very, cheap.
Alternatively, they remain Borsig and find a partner injet find and growth the WTE business, their profit will also leap frog once UK project run

If e sport can pioneer to SEA region market, gov addition incentives to tap into this Co. An advantage invest in growing innovative new bussiness

Budget RM 20 Mil for e sport

During AGM, according to their planned, 2nd phase ethanol plant will fully run on middle of next year, Peterborough will start early of next year

Revenue from apparel div increase possible benefit from trade war, momentum may continue plus new fabric mill utilisation up

KNM previously timing wrong in own Borsig. KNM luck been better now, if Peterborough kick off few years back when pound at 6++, today their return in ringgit probably reduce 20% due to currencies, they made right decision go to Thailand first, Impress enthnol and Thai Babt keep appreciated recently year versus ringgit.(invest when Thai baht weak and return now when Baht strength). Now onwards enter UK project is the best timming where pound in histrolical low. The pound temporary negative sentiment will eventually back to it real value in few year time. Just nice, when Peterborough start provide return.

Last year their recurring income is 8% from total revenue, this year around 10%, next year will 15%, to 22%, 2021 will 25%. Once Peterborough start 1st phase 18mW run, the recurring income will gradually increase from 35% to 70% to max 80mW for the 25 years approvedb concession. Based on IRR12.5% on rm1.9 billion investment, the profit will be additional another RM200 million once power generate full swing UK wte

During last AGM, they planned 6 months for land clearing from July onwards, the timing of lunch shall be early next years where sell on the compressor unit to be completed by 4th Q. Compressor unit now is in "red sea" but Peterborough WTE was in "blue sea" great potential business

This result show improve in the business while unrealised forex lioss is matter of timming, operation wise in right path, interesting was yesterday announcement ,they able to sell a non profit unit with asset of RM6 Mil + into cash in RM130 Mil dealing, this further strengthen their balance sheet and reduce debt, a bullet that able to kick off Peterborough where need RM380Mil as agree to run the project until complete. Balance capital fund just take care by China partner, this made the whole project viable

Want to flly easy, top 30 share holder already hold more than 80% share. Just matter time to spark

Look like KNM less contra players now, good sign. People are holding this share while pending 2Q, the results expected about 1Q where 2nd phase Ethanol plant will only run on mid of next year.

Get Sedania product popularity at rural area is crucial, this group of people needs basic infrastructure, pre paid money transfer, micro loan etc. It no so hard to do, need time to promote but key things is shall start as soon, get the seed plant first, harvest need time

With the near rm 2billion debt, talking about 5% interest will used up RM 100 million profit, hope the newly award project will relief cash situation

When go fintech micro loan business, even poor market climate will boost the business, more people need quick cash