The whole Malaysia Glove Industry will plunge with Super

Now Super get Hit by CBP....TG donT celebrate bcos the worst will Hit TG market worldwide.
The Bulk of Super export actually goes to USA...Now Super will throw price worldWide just
to Get breakeven production Volume....Compare Super with TG, Super will suffer 5X more than
TG when Hit by CBP

TopGlove lost about 55% or More...Super will suffer similar faith Or WORST bcos more than 50%
of Super Gloves goes to USA

Secondly, smaller players are not in multiple production lines expansion. Interest expenses
for small players are manageable but not TG...it needs larger market and good asp to maintain
profit margin

It is True with falling ASP, small players will Kaput over Times...Not when they do significant damage to Bigger producer like TG. Smaller players will match dollar for dollar Cut by TG initially.
While their losess is heavy, TG losses will be in Hundred of Millions

When Ikan Bilis becomes permanent players, there is No FA or TA that will frighten them bcos
loses come from "Win Money"

standard trend...Bankers collect.... price cannot go UP. If Ikan Bilis push, they will Dump
immediately.....we need syndicate now. Syndicate got more money than Bankers and go for very
short term. However when they removed road block, ikan Bilis will rush in (also standard trend)
When contra players makes money 3--4 rounds, they become permanent players

Auditor fees doesnT go to Hundreds of millions. But management problem maybe getting out of Hand....and KPMG goes for a quick Kill but Karim refused to pay ( more likely the reason )...
Both KPMG and management knew if things get Out of Hand...Both will be Hit by Bursa.....
KPMG is so used getting Hit ( really donT care...rubber snake )

DonT blame KPMG alone.....Auditor gets kick Out if Management cannot agree auditor opinion.
There many "dark" deal between management and auditor....And 99% Auditor gets the Blame
But, but they are well "paid" for being Kick Out ( mouth Full of stuffed $$$.....sure keep quiet )
Why this time KPMG gets Sued??????? Something gets terrible wrong

Velesto should has a fair value of 50cents (without Naga 7 in its Books ) Another 2 petronas
contracts would be very Good. If Green Tech really take Off, Velesto still has a lot Jobs in Sealing
off Old drilling Oil pipes from releasing Oil and Drill for Gas Deposit for LNG

so near at announcement Date and price is half dead. SIR looks like a DuD ( dead Duck)...
Court case with KPMG is a mistake...management cannot change Data submitted to Court or
else KPMG will win the case....To change SIR into a serious Upside Opinion is a DuD

Whale Shark---bottom feed at 4:30pm...took away nearly 15mil at 10.5 cents....tomolo maybe
another round until everything being Sapu from 10---12cents

the problem with KPS is , when you wait for it to surge, it will never come. The moment you sell off,
it will Limit Up tomolo.

Sometimes my mind and hands doesnT works together very well...bcos I am doing internal
audit on SerB account ....
So i choose a wrong word ( open and direct market )
But the general idea is the same Director Awang already got a Cap from Broker House ( or
else he is Buying instead of Selling ( i did put a word "planned Deal " at the End )

Any market dips, will see Awang transfering shares to Karim Account again...This is to "Avoid
forced Selling by Broker " again and again---if Karim account can handle " the extra weight"

" If Broker sees Bright Future in SerB, why forced Sell Awang Shares "....negotiate a proper
Interest Rate and absorb the Risk "
_____________________________________________
InterFund® Many uneducated like @singor here.............. awang direct transcation with Kadier off market...........not dispose open market..............

Director Awang dispose 1.60Mil in Open Market And Not by forced Selling speak Vol.
1) He knew "something is coming" and his current holding cannot take a Hit.
Or
2) Broker advise Director Awang to trim Holdings to avoid another Forced Selling if Market Dips.
Dir. A. Kadier bought 1.6M on the same day Awang disposed 1.6M ( planned )

Banker money is surely supporting Sap. RSS position is lower than All Glove stocks, below
Armada, IJM...only 10 position above MPI ( RM 44 )

Dow future Red. Contra should take profit first

https://malaysia.news.yahoo.com/khairy-says-malaysia-procure-merck-052635710.html

Even Malaysia is fast track in securing Merck Pill

https://malaysia.news.yahoo.com/khairy-says-malaysia-procure-merck-052635710.html

Even Malaysia is fast track in securing Merck Pill

https://finance.yahoo.com/news/merck-covid-19-pill-success-200756199.html

Run, Run, Even pfizer and Moderna Vaccine plunged 10%

https://finance.yahoo.com/news/merck-covid-19-pill-success-200756199.html

Get the hell out of Glove counter before your mama cries...Even vaccine pfizer and Moderna
crashed Down 10%

Mind boggling losses...management saw it coming so they reported ahead...come back next year
Show is over for Sap.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3197206

Die-Die also want to announce Award Contracts before Release Qr results

still got time to release Contract announcement between 12:00 to 2.0PM......
" snake Head " said Buy and Sell also PNB's maicai...Institution Buyer not interested at all until
they see what is under the Car Hook

Dnex is branched into 3 distincts Operation But severely lack of Cash to push forward....
1) CEO is a Oil Man. Likes Oil extraction very Much. But Ping is small scale--only 273mil reserve
With Britain intention to Cut Oil and move to Green Tech.....Oil Taxes is Leaping which means
Dnex profit from North Sea Oil is Taxed heavily.
2) Biggest Earner is ICT which depends heavily on Malaysia Technology Budget....going
No-Where Next 2 years....money spend on Covid is more urgent
3) Silterra needs 2 years to UpGrade

So next 2years, where is DNEX earnings come From?????????????????

SB is actually the last Actor in restructuring O&G sector. SB is following the same path as Sapnrg
Armada, Velesto...someone has to Clear its Debt whether thru RI or "some white Horse"....The
problem with RI is that the Owner must forked Out substantial amount of Cash which he doesnT has( forced selling )

Nikmon Hibiscus is a pure operator, which will benefit from high oil price, but sapura E&C and drilling need at least 6 months to see the effect...for those no patient, should consider Hibiscus.
**************************************************************

Biscuit very expensive. SAP very cheap

wait for 50cents warrant converters to Sell down then we catch price on rebound....play KFC meal

Just play Contra is Best policy

2 years to Upgrade is too long...Chips shortages may be over. USA and EU economy could
in recession or stalling in 2 years bcos they borrow too much to Bail Covid...Interest rate will surely Climb bcos of price inflation

OIL Not $100....maybe $200....Premium for transition to Green Energy....Of course politicians
Will not engage " WindFall Tax on PNB "

https://oilprice.com/Latest-Energy-News/World-News/UK-Suspends-Competition-Law-To-Tackle-Fuel-Panic-Buying.html

UK panic buying Oil.....

Once Volume Hit 500mil, then you know Bankers are Back

It is PNB's maicai buying when price weaken but when price is bullish PNB release
back to Open Market....I donT think any Bankers Or Institution Buying Or Selling ( they have
Unloaded All ---long time ago )

Don't take so much ketum

********************************************

Thank you for your advise. Will switch to Columbia Coffee tomolo

4 days to Qr release

In this Qr report, Management hopes "Average Selling Price" of 200mm to remains High so that
even at low yield, 200mm may turn Black...If you look at TopGlove, Good times only lasted 9 mths
If Dnex management donT throw Full weight on Silterra, Good times will surely slip away

It took Dnex 7 years to turn around Time Engineering but Silterra is far, far more complex than
Time Engineering. Dnex needs expert from Taiwan( Technical) and China (Biz). Kicking Out
Silterra production Managers and replacing their positions with Taiwanese will see a cultural
Shock to employee. AfterAll Silterra is Run for 25years like a Gov GLC...9 to 5 hrs jobs...loss
money Not my problem....This is the main reason 200mm wafer yield is so Low ( average loss 200m ) DonT think next 6 months Dnex Boss can do anything right bcos He himself Dont under-
stand production of 200mm wafer

I am looking for a new bungalow if Sap Hit 90cents...I think almost 1/2 of Sap Investors (ikan Bilis)
are trapped between RM2.0--4.0 ) Once it breached above 50cents, it is new TopGlove's brother...
Ular what your say?

susah to remove ikan bilis...even ceo & Co hold 40%...around 2 Billion shareholders are dumping

so early-- Big Vol...another round of forced selling

mother Tomei could 'Die" during child birth

Super and Harta better give back TG 2 billion profit Or else Tan Sri will throw price USA....Both
Super and Harta had "alibaba" Tan Sri shipment during CBP....It is time to Cough-Up 2 billion.
TG profit drop from 2.9Billion to 650mil last Qr...Guess who Sapu TG profit

"Royal Battle" between TG vs Harta plus Super will begin in September...All about "alibaba TG
shipment" by Harta and Super during CBP....Unless Harta and Super "give back 2 billion" profit
to TG, Tan Sri will Throw price in USA market.....Three sink together is better than Tan Sri sink alone.............

Start_0f_the_bull TG was banned by US but Supermax was not. This is the difference.
**************************************************************************************************

TG last Qr. was 2.0 bil Profit ( also within USA Banned period) What eliminated most of TG profit is
LockDown and prolong MCO and EMCO.......TG Qr start at 1 June and Ends 31Aug

Super and Harta (Qr results ) escaped with just LockDown ( 1 Jun---15June ) plus MCO 30Jun

Both Super and Harta Next Qr results will be Horrible (same) as TG

Bye-Bye Ular no longer interested in tongue wrestling with you..... Maybe next Qr

Where is nice fellow IronShirt?? Your Bankers are Chun--Chun
TG all (Blue-Black Body ) It is a missed opportunity as results are Not release at 6.55PM....Or else we got a Good Floor-Show by Ular......

********************************************************************************
IronShirt tomolo another Big Bet is going On...Release Time of Qr result:
1) 8:45 AM ( results got pants and Shirt On )
2) 2:00 PM ( blue-black body )
3) 5:30 PM ( got underwear On )
4) 6:55 PM ( everything Gone )

2.03/8.206=.247. maybe dividend 25 sen

You think TG donT have pay salary, Water and Electric Bills....Give All profits as Dividend.....

Anyway bursa secretary is selling

Ular gets angry when i said Naked...But i will be very, very angry if you got "Nothing to Show"

How can a "Snake" be patriotic"...Definition for snake is slimy, bite without provocation and
have no legs......