Aiyoyo Stingray ur hengyuan alrdy collapse

U alrdy lost @ proven clueless on oil/crack spread fundamentals

Aiyaa Stingray I was correct about hengyuan

Always said hengyuan collapse either war end or crack spread drop (whichever 1st)

Only u too naive believe crack spread can stay high forever kikiki

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Never care other people ‘supposed’ price anyway..wont affect own portfolio

Focus fundamentals better:

Nobody can fight china biz..they got cheap land (factory expansion) & cheap labor..their glove biz expand 10x-15x

See JP Morgan TP drop until 65sen alrdy know TG finished

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Hib still stand strong even after kyy run

Doubt got anymore big sellers inside..all now waiting explosive QR+div

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Can2 will come to SFP in Q4..here focus TG only

Wont take years..expecting totally collapse in Q4

Charles No worries SFP will collapse when Nsdq collapse

TG/SFP both on borrowed time

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Somemore glove biz no more ‘loyalty customer’ after they take advantage of customer/charge high price during pandemic

Lowest bidder (China) will steal all TG customer

Dont play2 with TG..biz worse than expected

Wait till kickout from klci/msci etc - ’corporate funds’ totally dump

Dont be surprised if limit down 2x until left 20sen

China company squeezing everyone with gov support/freebie (subsidy/tax exemption)

Thats why dont underestimate TG collapse..now also eps 10x WORSE than prepandemic time

See China’s IntCo - production capacity rival TG & still making healthy profit

TG losing ground - coming QR mybe even loss

Nice little rally..lets see if can get stronger nxt week

Just 1week++ away till explosive QR+div

Dont underestimate glove collapse..really can wipeout TG biz

Even if TG bankrupt, whole world will still have enough gloves (huge oversupply + future planned production)

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Hard to believe TG break below rm1

But when think deeper TG can actually bankrupt (EPS now less than 1sen) - share price can collapse much2 lower

20sen valuation also possible (another 75% collapse)

How TG want fight ‘pricing’ when other foreign glove biz get soo much ‘freebies’ (cheap production cost etc)

Glove industry worldwide not even fair competition

Many gov give subsidy/free land/low tax for glove/ppe biz (part of national medical security)

Glove biz really collapse leh..EPS not even 1sen

Really can bankrupt - too much competition

Really can bankrupt leh fight with China exponential expansion

Dont play2 with TG..their EPS now 10x WORSE than prepandemic level

Dont be surprised if totally collapse below 20sen - esp if kickout from klci

Anyway Hib getting nice & hot

Another day closer to our explosive QR+div

Aiyaa no need compare MY with other country (always got someone else better/worse)

Biggest regret is never fulfill own potential - decades of mismanagement & regressive policy

3lephant Div 3sen happy alrdy @ 3%++ yield/QR

Mgmt def capable give more div (1sen div only cost 20Mil - expected QR few hundred Mil profit)..see what we get lo

Personally dont care about free-float share (doesnt affect valuation)

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Nice little rally..hopefully alrdy bottom after kyy run

Patiently waiting explosive QR+div

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Sslee Both QR likely explosive..gdluck2

Sslee Keeping till QR

Ur hengyuan??

Charles Wait tonite US CPI out

If tonite Nsdq laosai, tomorrow here laosai

Aiyoo Charles u jinx the curse alrdy kikiki

Aiyaa back to square 1

Only good thing - another day closer to explosive QR

Kikiki klee u just admit ur worse than ur dog

I warn hengyuan collapse since rm6.5 while u still BS hardsell (basically ur worse than me/ur dog kikiki)

Has ur dog taken u out 4 morning walk yet??kikiki

P/s: stop blame me 4 ur hengyuan loss..not my fault leh..learn & move on

1st drop always choppy @ those stuck high now average down looking 4 exit

Wait 2nd drop below 88sen will see bloodbath

Agreed Mike - very obvious Ular everywhere also BS

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Seems syndicate dumping since rm1..now just waiting to collapse

Pump over - dump starting??

Reminder: SHORTING HIBISCUS

Trading plan very clear - load up on morning shorts & sell before 3.30pm (evening price rebound when idss buyback)

Gdluck everyone..make easy money from shorts kikiki

P/s: queue sell order str8 after buy..dont wait 3.30pm only queue sell

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Strong day..inching up nicely heading into explosive QR

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