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DatoT20 are you still holding Sapura Energy?

Congratulations Mike !! Jaks finally hit bottom and rebounding strongly!!

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Tambi, entire glove industry is back to the sweet spot ma. Which bear you are talking about?

Posted by rr88 > 1 minute ago | Report Abuse

Technical lebound bear trap.
Tp 0.87. Stay away.

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History just repeat and repeat again like Hengyuen, Dayang, Supermax & Gloves, Hiapteck, Jaks. All promoters just disappeared overnight after the price crashed from the peak.

Go check above stock forum during the peak and after the peak.

Same group of shameless lairs.

Thus chasing high YTLP becareful loh:

Ask yourself:

1. What happen when next QR report profit and revenue lower than current quarter? Can YTLP get higher revenue or higher profit than last two quarters?

2. SGD to MYR is on uptrend or downtrend now?

3. AI data centre secured how many tenants? When AI data centre going to generate profit?


3. Yesterday only 46 million shares of ESOS at 0.54 cheap price listed. All these going to dumb into open market. More ESOS coming check annual report please.

Investors who don't check risk level you are taking, no matter how much you have earned from the market, one day you going to pay back to the market.

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（吉隆坡6日讯）手套股“四大天王”今日走高，分析员认为，随着客户补充库存，手套需求有所提高，加上原料价格正常化和美元兑令吉汇率的有利走势，手套股正走出低谷，并步入复苏阶段。

客户补货 外汇利好
闭市时，高产柅品（KOSSAN,7153,主板医疗保健组）涨8仙至2令吉35仙；贺特佳（HARTA,5168,主板医疗保健组）跌1仙，报3令吉19仙；顶级手套（TOPGLOV,7113,主板医疗保健组）和速柏玛（SUPERMX,7106,主板医疗保健组）各起2仙，分别报1令吉零6仙和91.5仙。

大众研究分析员在报告中说，从2026年起，美国对中国的手术和医用手套征收更高的关税，从7.5%提高到25%，将促使更多中国的订单转向大马，因此把顶级手套、贺特佳及高产柅品的评级从“跑输大市”上调至“中和”，手套股评级也由“减持”上调至“中和”。

分析员说，该行所追踪的3家手套商，即顶级手套、贺特佳及高产柅品的业绩均有所增长，主要归功于销量的增加和产能率提高，让收入按季成长。

报告显示，顶级手套仍处于亏损状态，核心净亏损为7440万令吉，按年增长56%，而贺特佳的核心净亏损为150万令吉，主要是因为原料价格上涨。

同时，高产柅品的表现相对强劲，在最近一个季度实现了2510万令吉的核心净利，主要归功于更好的成本管理。

分析员观察到整体手套销售量上升，让季度收入增加，贺特佳的销售量按季增长24%，顶级手套在大马、泰国和中国的3个地区的收入按季增长18%。

根据大马统计局的数据，自2024年1月以来，大马橡胶手套制造和出口量都按月增长，分析员相信，在未来市场需求逐步增加的支撑下，大马橡胶手套的整体销量将继续提高。

产能率提高
此外，在最近一个季度，3家手套商的产能率都有所提高。贺特佳的产能率从上一季的43%，提高到73%；顶级手套和高产柅品的产能率均达到50%，按年增长25%。

“我们相信，手套商通过更好地优化成本将提高整体产能率，提升赚幅并降低运营成本。”

美对中征税 有利本地出口
美国总统拜登早前宣布对中国的电动汽车、半导体、铝、铝合金等产品征收一系列新关税。其中，中国手术和医用手套的进口关税将从目前的7.5%提高到25%，2026年生效。

大众研究认为，美国对中国征收关税，使大马手套制造商的定价更具竞争力，进而从中受益。

目前，中国手套商的售价处于折扣，约为17至18美元（每千只），而大马手套商的售价约为20至21美元（每千只）。

“随着更高的关税的实施，我们预计中国和大马的手套价格差距将缩小，提高大马手套的竞争力。”

分析员探析，中国企业目前在美国的市场份额约为30至35%。鉴于生产成本较高的劣势，美国将继续从其他地区进口手套，而不是提高自身的产能来生产更多的手套。

同时，随着更高的关税的实施，中国企业可能会将业务重点从美国转移到其他市场，包括欧洲和亚洲。

值得注意的是，中国的手套商正在使用新型、高效的设备，具成本优势。

“如果中国企业能够在2026年之前消化部分关税增长并提高效率，那么到2026年，中国手套商仍能在全球市场上保持竞争力。”

原料起价 赚幅受挤压
分析员表示，占总生产成本约30%的原材料，即丁腈橡胶和天然乳胶的价格自2024年1月起呈上升趋势。

“我们预计这一趋势将导致大马手套商的赚幅在2024年上半年受到挤压，但由于季节性因素，预计这一趋势将在2024年下半年恢复正常。”

此外，分析员注意到，占总成本约20%的天然气价格上涨约34%，从2024年3月的平均1.7美元／MMbtu上涨到5月的2.3美元／MMbtu。

由于时间滞后效应，这将导致下半年的天然气费用上升。

此外，由于马币兑美元汇率走低，将有利于手套领域，因为销售主要以美元计价。但由于部分原材料成本也以美元计价，这将部分抵销美元升值带来的正面影响。

分析员补充，手套公司仍处于净现金状态，高产柅品的净现金与市值比率为36.1%，而贺特佳为12.5%，顶级手套的净现金状况相对较低。

在最近一个季度，尽管顶级手套的销售量按季增长18%，但其平均销售价格却按季下降5%，表明客户仍然不愿接受更高的销售价格。

经纪简评：手套股

股项 评级 目标价(令吉)
贺特佳 中和 3.11
顶级手套 中和 1.15
高产柅品 中和 2.36

That shameless lair group I surrender already. I not able to fight them because I not shameless like that group. Look at the posts the macai dog post everyday. Haahahaahah sorry I don't go so low class.

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No need promote. Eventually going back to 1.20 and above.

https://www.reuters.com/markets/asia/indian-shares-fall-2-vote-count-begins-2024-06-04/

Oil and Natural Gas Corporation Ltd
NSE: ONGC
OverviewCompareFinancials
238.00 INR −46.10 (16.23%)today
4 Jun, 3:30 pm GMT+5:30 • Disclaimer

Indian changing government, any impact to Armada project with ONCG India. 🤔

https://www.aljazeera.com/news/liveblog/2024/6/4/india-election-results-live-news-modi-eyes-historic-third-term-as-pm

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I'm back as TG shareholder. Re enter today at today`s lowest price.

SinGor you check the segment breakdown of Integrated Project Management under drilling I-RDC. This division revenue is negative 35 million and also recorded lost of 12 million.

SinGor this quarter Integrated Project Management (drilling I-RDC) recorded negative 35 million revenue and last year same period also recorded the negative 32 million.

What does this mean? Negative revenue because the service outsourced to 3rd party?

I love recovery play, put this in radar first.

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I don't have any follower here. I hu ha hee ha at 0.795, 0.71 anyone listening to me? No one ma.

I'm nobody here. I earned money I sendiri happy here only.

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Haiyoh Ular don't pretend lah.Your sky high cost price is recorded in this forum.

Haiyoh betul?

So UlarSawa you think TG when can reach your cost price at MYR 4 to MYR 5 ah? This year got chance or not?

Ular I stay neutral now. I didn't any post negative views and I won't promote also ( at this moment ).

I hu ha hee ha asking everyone buy at 0.795 but no one listening ma. All so negative about Gloves few months back.

Now I sold already. Is you guys turn to promote it lah.

Is about market sentiment, you can't use logical thinking in this ma.

Posted by jacksonkhs888 > 4 minutes ago | Report Abuse

i am still surprised by the fact that TG with lousy return still can push the stock up high. bursa really make me no eye see sometimes

This round profit can go Japan eat wagyu beef 3 rounds. 🤣🤣🤣🤣🤣🤣

Posted by Jonathan168138 > 23 hours ago | Report Abuse

我卖完了。再涨让别人赚。我开心就好。

Hahahahahaha you can check with Ular and Xiaoer. All my transaction I post within the same day in the forum.


Posted by Vincenzo999 > 1 day ago | Report Abuse

Sold !!! Take profit first.

I have to say sorry to UlarSawa, this guy IQ got problem definitely not you UlarSawa. 🤣🤣🤣🤣

Uncle itu kossan harta sudah break 2 years high, TG baru pecah 52 weeks high ma.

Top Glove Corporation Bhd
KLSE: TOPGLOV
OverviewCompareFinancials
1.26 MYR +0.46 (57.50%)past month
15 May, 5:00 pm MYT • Disclaimer

YTL Power International Bhd
KLSE: YTLPOWR
OverviewFinancialsCompare
5.14 MYR +1.32 (34.55%)past month
15 May, 5:00 pm MYT • Disclaimer

Your good friend 0007 also suddenly pop up from hibernation. Betul ? Haiyoh!