https://www.channelnewsasia.com/singapore/singapore-covid-19-cases-nearly-double-hospital-capacity-vaccination-4345961

Semiconductor ATE makers should see up site. Msia usually benefits from both sides of the trade us/China war

Tech stocks could be the next trend.

I just use bursa site. Some might have better access but bursa is good enuf. Net short only show for 1 day and no trend. Hv to self plot

https://www.bursamalaysia.com/market_information/market_statistic/securities

Pull back is very low volume and top glove is still heavily shorted from 0.65 to 0.89 within 3 days. (net short pos). I suspect this round is short it down (intra day) for big funds to accumulate. Accumulation phase. Kossan seems to be less impacted by this and stable. This low volume pullback is a good sign. Can decide to go back in. Kossan Qtrly should be above average. Good price now, done with Top Glove as too dodgy

Intra day shorts yesterday19.5 m with RSS 18.2 m. Net short move from 0.65 to 0.68 last 2 days. Be careful, they loaded up to recover (move up ) and short (move down) , to allow big funds to sell...expect more shots to move it back down during their real recovering..from 0.68 net short position to below 0.65. now the intention to see it go down.

I am done for this round. I don't expect much better news than this that punters can ride on. Have to look at the shorts covering numbers tomorrow to be sure but I decided to take profti near limit up. Good luck to all

I might be back but believe me , the emotional attachment on trying to hit the highest high makes you take to silly uncalculated risk. Technically overboard and I don't see much better news coming in the next few months. This is unlike the Covid 19 situation where under capacity news and relentless exponential raise in cases allows punters to view it as good news. Anyway punters can make any news good :) . YTLPower is one good example. Trade with care

I am done. Trade with care. The qtrly report might not overshadow this tariff news rally. Anyway good luck

Penny stock ; this is the limit up limit. Have not seen this for awhile. Topglove hit it

Guys I am done. Too old to take too much risk. Good luck with the emotion of when to sell. 50 percent is already way past my target

Limit up...no regrets is sold early...Can never time the market. Don't wait until the mediocre qtrly report is out.

Very speculative now...near limit up......

Can sell near limit up..More than 50% gain within 2 months good enuf :)

Can sell ...near limit up :)... 50% gain more than enough for today

Sell at the frenzy.. Rember the qtrly will be disappointing in comparison. Barely breakeven

Remember this high volume is from the short sellers covering all their shares and be prepare for a sell down , as we know the qtrly report is just so and so, expect Top glove to barely break even or in the red. Trade with care, the short seller will come back soon. Selling is the hardest part.

Can sell before qtrly 😁

Wow, overboughy. Good luck

KimSua

Trying to digest the 2026 dateline, administration directive is to allow IRS gradual phase in for the industry to react. Bare in mind they can react if industries does not comply and if Trump wins in November he might increase it further to 60 % or threaten to increase it. I think Trump will win in Nov.

Trying to digest the 2026 dateline, administration directive is to allow IRS gradual phase in for the industry to react. Bare in mind they can react if industries does not comply and if Trump wins in November he might increase it further to 60 % or threaten to increase it

In stages 25% by 2026

https://www.reuters.com/business/us-makers-masks-gloves-get-lifeline-higher-tariffs-chinese-made-products-2024-05-14/

In stages for supplier to react. Long term 25 percent... Let's see how it goes

https://www.reuters.com/business/us-makers-masks-gloves-get-lifeline-higher-tariffs-chinese-made-products-2024-05-14/

Ya the market has already factor in this much earlier for those who know. I suspect supermax will have a party but this will only reflect on their earnings at least 2 qtrs from now. Easier for US suppliers to switch to Harta. Anyway let's see how it goes

https://www.reuters.com/business/us-makers-masks-gloves-get-lifeline-higher-tariffs-chinese-made-products-2024-05-14/

Good luck to all. Supermax is post to gain the most if the tariff exclusion ends

https://www.reuters.com/world/how-hard-will-new-biden-tariffs-hit-china-2024-05-13/

Will know by wed morning. Supermax will position to gain the most.

https://www.reuters.com/world/how-hard-will-new-biden-tariffs-hit-china-2024-05-13/

https://www.reuters.com/world/how-hard-will-new-biden-tariffs-hit-china-2024-05-13/ will know by wed morning

Will know by wed morning how much tariff will be impose for ppe from China. 10 to 25 percent

https://www.reuters.com/world/how-hard-will-new-biden-tariffs-hit-china-2024-05-13/

Supermax is has highest risk in the big four but if the news of the end of the tariff exclusion is true it will rise the most. I am staying away from supermax due to the red flag of their internal management (family transition) issues . But the opportunity is there.

Let's wait for KOSSAN and HARTA report first. I expect better news for next few weeks.
Good luck.

Chipee : yes this is what I predict. We will see if they will impose 25%, during Trump administration or at least 10%.

Operations in HARTA and Topglove ramping up more lines relentlessly for last 3 months. What do you think is happening. US is preparing to diverse suppliers and reduce exposure to China as the tariff exclusion clause 301 most likely to end by May.

Market volume is getting heated up for all big 4.

The qtrly by today?

Revenue should be above 500 mil, PAT slightly difficult as ASP is still low and input cost is rising. If will be great if can hit >2mil as margin has not significantly improve. Lets hope for the best !

KOSSAN report will be out. , to confirm glove story is back, HARTA next. US China tariff story by end may.

https://content.govdelivery.com/accounts/USDHSCBP/bulletins/3968292 shanghai safety products Include nitrile gloves. US has started the non tariff trade barrier and expect to see more of them. China bashing is back in the news

Hope to see KOSSAN good results follow by HARTA. Follow by US tariffs by Biden administration b4 end of may

https://www.hinrichfoundation.com/research/article/us-china/key-takeaways-from-yellen-china-visit/ for those who read
glove tariffs exclusion is on section 301, even though only EV is given as a visible example. Glove manufacturing association is lobbying as many new factories are left idle including Supermax Texas plant. I highly suspect Biden administration is ready to impose this based on how Janet Allen address the national medias. Lets see. Should know in May

US Janet Allen treasury sec has mention the china tariffs is on the table. US will not allow China strategic over capacity to undermined US company involve in key economy that involve national security mainly on green technology /high technology . Flooding US with artificially cheap products must stop. https://www.youtube.com/watch?v=7qNM65j4i30

Supermax factory in texas will be in trouble if China tariffs exclusion is prolong after end of may. Many US glove manufacturers are letting them idle.

Ya worst is over, more interest will come in .
News to watch :1) April - Kossan and Harta Qtrly report expected to be positive 2) May - US Tarriffs on China - high potential the exclusion to be remove for medical products . 3) June Top Glove qtrly. Good luck

New quarter, new analyst, getting brighter for glove sectors, As usual TG not a favorite. News to watch :1) April - Kossan and Harta Qtrly report expected to be positive 2) May - US Tarriffs on China - high potential the exclusion to be remove for medical products . 3) June Top Glove qtrly- D day