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2021-01-29 11:41 | Report Abuse
Hopefully the big 4 continue to SBB since they are making decent PAT and EPS.
Retailers, pls wake up. A new paradigm shift in 2021.
Look for fundamentally strong companies with good return, buy and hold for long term, buy only mother shares, forget about all the warrants, shorties can't do anything, and you will be rewarded.
世界變!金融起革命 美散戶予沽空機構公開信隔空發炮…
https://hk.on.cc/hk/bkn/cnt/finance/20210129/bkn-20210129094110787-0129_00842_001.html
2021-01-28 17:39 | Report Abuse
Retailers, pls wake up. A new paradigm shift in 2021.
Look for fundamentally strong companies with good return, buy and hold for long term, buy only mother shares, forget about all the warrants, shorties can't do anything, and you will be rewarded.
世界變!金融起革命 美散戶予沽空機構公開信隔空發炮…
https://hk.on.cc/hk/bkn/cnt/finance/20210128/bkn-20210128235548132-0128_00842_001.html
2021-01-28 14:12 | Report Abuse
New Effective Investing Strategy for Retailers in 2021: Unite, You Win, Big Win. (One Chopstick Will Break, A Whole Bunch of Chopsticks Tied Together Will Not)
By the way, GameStop, AMC etc are loss making companies, which are totally different from TG which is a GROWING BLUE CHIP WITH HUGE EPS AND HANDSOME DIVIDEND.
LET'S UNITE AND POUR OUR FUND TOGETHER, SEND THESE SHORTIES HOME PACKING LIKE Andrew Left of Citron Capital AND Melvin Capital Management.
https://hk.on.cc/hk/bkn/cnt/finance/20210127/bkn-20210127233045547-0127_00842_001.html
https://www.malaymail.com/news/money/2021/01/28/wall-street-vs-main-street-fight-quashes-hedge-funds-as-gamestop-extends-ra/1944678?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR39UWC9XjD8Rl4detg1h15BzJQr4KjTBe5b6DkZfitVlCGA8rBDJxpjdgg#Echobox=1611790025
https://www.reuters.com/article/us-gamestop-hot-shortbets-idUSKBN29W1QA
2021-01-25 11:05 | Report Abuse
@John, your prediction on the timing is always very accurate. Thanks for the sharing.
For those who are in recovery stocks and tech, pls be very careful with your hard earned money.
This could be just a beginning for the REAL COVID-19 PANDEMIC MELT DOWN.
__________________
Posted by JohnFarmer458 > Jan 25, 2021 10:28 AM | Report Abuse
Full Lockdown is confirmed could be earlier than 4th Feb
2021-01-22 21:18 | Report Abuse
Posted by Vairocana9999 > Jan 22, 2021 9:11 PM | Report Abuse X
SBB should be a LONG TERM STRATEGY ADOPTED BY THE BIG 4 IN GLOVES, AS DEPICTED BY THE BLUE CHIPS IN USA'S DJ, S&P AND NASDAQ.
TAN SRI SHOULD CONTINUE TO SBB TG SHARES, UP TO 10%, THEN GO FOR HK LISTING.
JUST IGNORE THOSE NAYSAYERS AND PEOPLE WITH RED EYES, SINCE THE COMPANIES THEY BOUGHT/INVESTED DO NOT HAVE AMPLE CASH FOR SBB. HENCE THEY BAD MOUTH TAN SRI AND TG.
WE HAVE FAITH AND CONFIDENCE IN YOU, TAN SRI, YOU ARE VERY KIND AND GENEROUS TO THE SHARE HOLDERS IN TERMS OF DIVIDEND YIELD ESPECIALLY.
WE WANT YOU TO CONTINUE SBB AND ADOPT IT AS A LONG TERM STRATEGY AND SET A PRECEDENT IN THIS BURSA CASINO.
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Posted by kltower > Jan 22, 2021 6:04 PM | Report Abuse
Immediate Announcement on Shares Buy Back
SUPERMAX CORPORATION BERHAD
Date of buy back 22 Jan 2021
Description of shares purchased
Total number of shares purchased (units)8,151,600
Minimum price paid for each share purchased ($$)6.240
Maximum price paid for each share purchased ($$)6.700
Total consideration paid ($$)53,924,992.61
ah Thai is back !
3 weeks ago | Report Abuse
@kltower, good move by DS Stanley.
SBB should be a LONG TERM STRATEGY BY THE BIG 4 IN GLOVES, AS DEPICTED BY THE BLUE CHIPS IN USA'S DJ, S&P AND NASDAQ. Yes, IT IS TIMELY ALSO, A GOOD 10% SBB for SGX listing.
I EXPECT DS STANLEY TO ANNOUNCE A SPECIAL CASH DIVIDEND ON TOP OF THE 30% DIVIDEND TO REWARD THE SHAREHOLDERS THIS TIME TO CELEBRATE THE INAUGURAL INCLUSION INTO KLCI INDEX.
BY THE WAY, HOPEFULLY DS STANLEY CAN GIVE CASH DIVIDEND EVERY QUARTER LIKE TG, STARTING FROM 2021.
___________________
Posted by kltower > Jan 22, 2021 6:04 PM | Report Abuse
Immediate Announcement on Shares Buy Back
SUPERMAX CORPORATION BERHAD
Date of buy back 22 Jan 2021
Description of shares purchased
Total number of shares purchased (units)8,151,600
Minimum price paid for each share purchased ($$)6.240
Maximum price paid for each share purchased ($$)6.700
Total consideration paid ($$)53,924,992.61
ah Thai is back !
2021-01-17 10:38 | Report Abuse
@PZOGRO, I guess the authority cannot simply U-Turn on their policy. May be those sit up there thought by reinstate the RSS on 1 Jan 2021, more angmo funds will pour in, but instead so far, only the shorties, what a BIG disappointment, right? THESE FLURS UP THERE SHOULD JUST BAN ALL THESE SO CALLED STRUCTURED WARRANTS, THEN MAY BE MORE ANGMO FUNDS WILL HAVE CONFIDENCE TO COME HERE.
2021-01-17 10:30 | Report Abuse
Bro Ben, thanks for the excellent calculations and sharing. Next week onward, it is the best time to squeeze the short sellers when more bad news on the pandemic keep surfacing (the all time high covid cases despite massive doses of vaccines, increasing half-baked vaccine's death cases, acute shortage of PPE including GLOVES,recovery stocks facing setback due to lock down, etc), the big 4 can just team up for SBB, since they have piles of cash ready. Yes, we shall see what is the outcome .
2021-01-15 13:58 | Report Abuse
@henry888, good point. Maybe it is time to revamp the whole structure and the people.
________________________
@henry888 The main issue is why SC and Bursa allowed short trading knowing very well this is akin to gamble and subject to manipulation. For those stocks that were shorted down and we loss money, can we sue Sc and Bursa for the loss as this is purely manipulative ????
15/01/2021 7:26 AM
2021-01-15 11:08 | Report Abuse
Uncle KYY, it is time to stop writing,no need to hard sell, people are immune to the fundamentals already, they just want to get rich overnight. So just relax, and sip your tea/coffee, watch the show.
2021-01-15 10:56 | Report Abuse
Yup, US is going to face HUGE PROBLEMS VERY SOON--SUPER INFLATED STOCK MARKET AND DEBT BUBBLE. WHEN WILL IT BURST? HA HA. VERY SOON, I GUESS.
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@wkc5657 i would hazard guess with further confidence that the foreign money is not in the glove game anymore....
2021-01-15 10:52 | Report Abuse
Thank you for the great and excellent write up. Looks like these so-called IBs (JPM & Ambank etc) are getting more and more RESTLESS or RECKLESS by producing these kinds of reports. They still BELIEVE THAT THE INVESTORS TODAY ARE UNEDUCATED AND UNCIVILIZED, LIVING IN THE CAVES? Ha ha.
2021-01-15 10:43 | Report Abuse
Well, we should read this interesting article: Is Pfizer and Others Holding up the Raw Data?
https://blogs.bmj.com/bmj/2021/01/04/peter-doshi-pfizer-and-modernas-95-effective-vaccines-we-need-more-details-and-the-raw-data/
2021-01-15 10:41 | Report Abuse
Interesting Article to Read: Is Pfizer and Moderna Hodling the Raw Data?
https://blogs.bmj.com/bmj/2021/01/04/peter-doshi-pfizer-and-modernas-95-effective-vaccines-we-need-more-details-and-the-raw-data/
2021-01-13 21:45 | Report Abuse
Direct contact without PPE is either spreading the Covid-19 virus deliberately/intentionally (by the persons who carried out the vaccinations, who may carry the virus but without symptoms) or get infected by others/people who come for vaccinations through close contacts and endangering the front liners. I have never come across any IB which is so disgusting and so selfish just to utter nonsense and tell lies to suit themselves. Whoever write this piece of article/report(and the whole research team) should be reprimanded and sacked immediately and being held responsible for their sabotage against the MOH's SOP as well as curbing the spread of the pandemic, especially in Bolehland. Maybe they should be blacklisted forever for breaching their professional ethics. This is unbelievable to be written by an international IB with no integrity, credibility, moral and ethic. Shame on JPM, so disgusting, for using CDC's guidelines to camouflage their selfish deed, no wonder JPM is despised by all investors over the world.They owe the Bolehlanders and people all over the world who suffered from Covid an apology and they should compensate the loss of lives among the front liners and people who got cheated by their blatant and irresponsible reckless act.
2021-01-12 17:31 | Report Abuse
@kltower, bro, haha, well, in politics and stock market investments, all must have wisdom and make decisive move strategically.
2021 is the year full of surprises.
YUP, SURPRISES, SURPRISES, SURPRISES.
But one thing for sure, COVID-PANDEMIC WILL BE AROUND TILL 2023, BEFORE IT SUBSIDES GRADUALLY AND BECOMES ENDEMIC IN 2024/2025.
TO ALL INVESTORS, NO NEED TO ARGUE AND BADMOUTH EACH OTHER, WE ARE HERE TO MAKE MONEY FROM OUR INVESTMENT, NOT TO QUARREL.
GLOVES AND VACCINES ARE TWINS, THEY ARE NOT ENEMY, THEY WORK HAND IN HAND TO SAVE LIVES.
I HAVE STRESSED MANY WEEKS AGO, 2021 A YEAR FULL OF SURPRISES WHEN EVERYONE CAN SHORT SELL (1ST MAC, IDSS IS ALLOWED).
I HAVE ALSO STRESSED MANY WEEKS AGO, RECOVERY STOCKS WILL ONLY SEE SOME LIGHT AT THE END OF 2021, AND THE RECOVERING PROCESS WOULD BE SLOW AND PAINFUL.
BE PREPARED, YOUR HARD EARNED MONEY COULD BE TIED DOWN TILL 2022/2023.
IF YOU STILL WANT TO STICK WITH RECOVERY STOCKS, BE PREPARED FOR SOME MAJOR SURPRISES AND SHOCKS IN COMING MONTHS.勿谓言之不预也。
I HAVE ALSO STRESSED MANY TIMES THAT THE SAFEST BEST IS STILL COMPANIES WHICH BENEFIT THE MOST IN THIS PANDEMIC, WITH INCREASING PAT IN THE NEXT 6-8 QUARTERS, SITTING ON HUGE CASH PILES, WITH EXTREMELY HIGH EPS, AND HANDSOME DIVIDEND.
THESE ARE THE COMPANIES WITH GREAT POTENTIAL OF FUTURE GROWTH OF AT LEAST 15-25% ANNUALLY.
DO NOT WASTE YOUR GOLDEN OPPORTUNITY.
___________________
Posted by kltower > Jan 12, 2021 3:06 PM | Report Abuse
Nazri Aziz umum tarik sokongan terhadap PN 12 Jan 2021
https://www.google.com/amp/s/www.sinarharian.com.my/ampArticle/118663
another tarik balik sokongan ! politician threat is real all kind of mega project medium small project affected, recovery stock in danger.
2021-01-12 17:27 | Report Abuse
@kltower, bro, indeed, 2021 is the year full of surprises.
YUP, SURPRISES, SURPRISES, SURPRISES.
But one thing for sure, COVID-PANDEMIC WILL BE AROUND TILL 2023, BEFORE IT SUBSIDES GRADUALLY AND BECOMES ENDEMIC IN 2024/2025.
TO ALL INVESTORS, NO NEED TO ARGUE AND BADMOUTH EACH OTHER, WE ARE HERE TO MAKE MONEY FROM OUR INVESTMENT, NOT TO QUARREL.
GLOVES AND VACCINES ARE TWINS, THEY ARE NOT ENEMY, THEY WORK HAND IN HAND TO SAVE LIVES.
I HAVE STRESSED MANY WEEKS AGO, 2021 A YEAR FULL OF SURPRISES WHEN EVERYONE CAN SHORT SELL (1ST MAC, IDSS IS ALLOWED).
I HAVE ALSO STRESSED MANY WEEKS AGO, RECOVERY STOCKS WILL ONLY SEE SOME LIGHT AT THE END OF 2021, AND THE RECOVERING PROCESS WOULD BE SLOW AND PAINFUL.
BE PREPARED, YOUR HARD EARNED MONEY COULD BE TIED DOWN TILL 2022/2023.
IF YOU STILL WANT TO STICK WITH RECOVERY STOCKS, BE PREPARED FOR SOME MAJOR SURPRISES AND SHOCKS IN COMING MONTHS.勿谓言之不预也。
I HAVE ALSO STRESSED MANY TIMES THAT THE SAFEST BEST IS STILL COMPANIES WHICH BENEFIT THE MOST IN THIS PANDEMIC, WITH INCREASING PAT IN THE NEXT 6-8 QUARTERS, SITTING ON HUGE CASH PILES, WITH EXTREMELY HIGH EPS, AND HANDSOME DIVIDEND.
THESE ARE THE COMPANIES WITH GREAT POTENTIAL OF FUTURE GROWTH OF AT LEAST 15-25% ANNUALLY.
DO NOT WASTE YOUR GOLDEN OPPORTUNITY.
___________________
Posted by kltower > Jan 12, 2021 3:06 PM | Report Abuse
Nazri Aziz umum tarik sokongan terhadap PN 12 Jan 2021
https://www.google.com/amp/s/www.sinarharian.com.my/ampArticle/118663
another tarik balik sokongan ! politician threat is real all kind of mega project medium small project affected, recovery stock in danger.
2021-01-10 22:55 | Report Abuse
SIMPLY RSS THE WRONG COMPANIES IN THE WRONG TIME IS NO FUN AT ALL.
TO ALL THOSE WHO SIMPLY SHORT THE FUNDAMENTALLY STRONG BIG 4 IN THIS DIFFICULT YEAR OF COVID-19 PANDEMIC, if you do not want to BANKRUPT YOUR IB, YOU ARE ADVISED TO READ THE FOLLOWING, to refresh your memories, in case you have forgotten:
The Only Way is Ethics – Meet Rogue Trader, Nick Leeson
https://www.cimaglobal.com/Events/Events/Area-4/2020/April---August/The-Only-Way-is-Ethics-Meet-Rogue-Trader-Nick-Leeson/
https://www.investopedia.com/ask/answers/08/nick-leeson-barings-bank.asp
https://www.theguardian.com/business/2019/jul/02/nick-leeson-new-life-banking-notorious-rogue
https://en.wikipedia.org/wiki/Rogue_Trader_(film)
https://www.crimeandinvestigation.co.uk/crime-files/nick-leeson-rogue-trader
https://www.wsj.com/articles/for-the-roguish-trader-in-your-life-11581008477
2021-01-10 22:52 | Report Abuse
TO ALL THOSE WHO SIMPLY SHORT THE FUNDAMENTALLY STRONG BIG 4 IN THIS DIFFICULT YEAR OF COVID-19 PANDEMIC, if you do not want to BANKRUPT YOUR IB, YOU ARE ADVISED TO READ THE FOLLOWING, to refresh your memories, in case you have forgotten:
The Only Way is Ethics – Meet Rogue Trader, Nick Leeson
https://www.cimaglobal.com/Events/Events/Area-4/2020/April---August/The-Only-Way-is-Ethics-Meet-Rogue-Trader-Nick-Leeson/
https://www.investopedia.com/ask/answers/08/nick-leeson-barings-bank.asp
https://www.theguardian.com/business/2019/jul/02/nick-leeson-new-life-banking-notorious-rogue
https://en.wikipedia.org/wiki/Rogue_Trader_(film)
https://www.crimeandinvestigation.co.uk/crime-files/nick-leeson-rogue-trader
https://www.wsj.com/articles/for-the-roguish-trader-in-your-life-11581008477
2021-01-10 11:25 | Report Abuse
@kltower, well said, bro.
Questions that investors need to ask themselves:
1. If the Bolehland retail investors park THEIR HARD EARNED MONEY in EXXXF (to earn 5-6% interest annually)and/or Mutxxxxl Fxxds (may be 2-9%, depending on the fund, as average), and if these funds use your money to buy shares, and then SBL to other IBs (local and foreign), just to earn some interest, but then the share price drop substantially (what will happen to your HARD EARNED MONEY?), then at the end of the year, pay you some dividend (either cash and some bonus units), is this investment approach proper and ethical? Is this kind of investment you are looking for?
2.Why can't these funds employ proper professionals and apply proper strategy to invest (mid and long term) in the fundamentally strong companies which grow every year and with handsome dividend payout, instead of messing with the market thru SBL to some parties for RSS? What is the logic? To buy back low and to earn interest? Very smart and ethical ah, they think?
3.If you use your money to invest in fundamentally strong companies, with annual growth rate of more than 10%, plus net cash and dividend pay out more than 10%, don't you think it is much better than letting those people lending the shares to others to do RSS?
These market manipulators (unethical market players thru the so called structures warrants) have caused a lot of damage and angered many investors.
In coming weeks, the RSS parties who thought they are very smart and short sell the fundamentally strong companies with big cash piles, PAT increasing every quarter, plus handsome dividends, will be taught a good lesson.
Let's kick their ass and send them all down to the longkang this time. NO MERCY.
My two cents.
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Posted by kltower > Jan 9, 2021 7:06 PM | Report Abuse
I have question for top glove shareholder, EPF are using our money to own top glove shares, now we know EPF lend out shares to foreign funds to attack buatan Malaysia (top glove) and allow foreiner to haircut malaysian retailer, wtf logic is this ?? is this legal ??
should we complaint to Bank Negara and conduct press conference to query EPF ? is this consider 二五仔卖国贼 ?
2021-01-08 13:27 | Report Abuse
@Goldberg, indeed, bro.
Already France is recording an emergence of H5N8 in the livestock. Many countries will face the same problems soon.
Many believe that if 2019/2020 is the emergence of COVID-19, then 2021/2022 is the EMERGENCE OF BIRD FLU VIRUS AND OTHER MUTANTS OF H1N1 ALL OVER THE WORLD.
BE VERY CAREFUL. MANY LIVES WILL PERISH IF PREVENTIVE MEASURES ARE NOT TAKEN.
THIS IS TOUGH FOR RECOVERY OF ECONOMY AS THE WORLD IS FACING BOTH COVID-19 PANDEMIC AND UP COMING PANDEMIC OF BIRD FLU/UNKNOWN MUTATED STRAINS.
Be very careful. You have to be psychologically prepared if you want to invest in the recovery stocks in 2021.
TOO MANY BLACK SWANS.
_________________________
Posted by Goldberg > Jan 8, 2021 12:53 PM | Report Abuse
GLOVES set to stage a Powerful uptrend
-------------------------------------------
WHO’s warning of a tipping point in the fight against the coronavirus pandemic, amid growing fears over more infectious variants of the virus (discovered in the UK and South Africa) may bode well for more sustainable trading interests on glove stocks.
This is just the beginning of a powerful uptrend reminiscent to the fantastic run last year.
Strong holders will be rewarded.
2021-01-07 23:04 | Report Abuse
@kltower, Indeed, bro.
I have MENTIONED WEEKS AGO that RECOVERY THEME IS NOT SUSTAINABLE when the pandemic situation is still severe and getting worse.
I HAVE STRESSED THAT The funds will throw all the tickets once it reach PRE-COVID LEVEL AND 52 WEEKS HIGH. THEY KNOW THE GAME WELL.
Can check my former posts and comments.
Entering 2021, many would have get caught and realised now that the GLOVE SECTOR IS STILL THE most profitable in 2021.
Regarding RSS and Market Maker's SS, I PRESUME these big players will HAVE NO CHOICE BUT TO HEDGE their funds by RSS the RECOVERY STOCKS TO MINIMIZE THEIR LOSS IN THE GLOVE SECTORS ONCE THE REVERSAL TREND STARTS, since they realized that they are SHORTING THE WRONG COMPANIES WITH STRONG FUNDAMENTAL, WITH INCREASING PAT IN EACH QUARTER, AND HUGE PILES OF CASH, AND PAYING 14% DIVIDEND ANNUALLY (TG).
Ask yourself these questions:
1. What will happen to the recovery stocks when these big guys RSS 4%, STARTING TOMORROW TO HEDGE THEIR LOSS IN GLOVES, SINCE THEY KEEP ON SHORTING THE BIG 4?
2.What will happen when the BIG 4 INITIATE SBB and some SMART FUNDS START BUYING THE BIG 4 AGGRESSIVELY since SO MANY IBS CONCLUDE THAT GLOVE SECTOR IS STILL THE BEST BUY IN 2021-2022?
3.For those still HOLDING RECOVERY STOCKS, CAN YOU HOLD TILL 2023 WHEN PANDEMIC SUBSIDES GRADUALLY?
REMEMBER, THIS PANDEMIC IS DIFFERENT THE PAST. IT IS ONCE A CENTURY PANDEMIC.
BE VERY CAREFUL IF YOU WANT TO INVEST IN THIS STOCK MARKET. MAKE YOUR DECISION WISELY.
My two cents.
____________________
Posted by kltower > Jan 7, 2021 9:57 PM | Report Abuse
short seller today short another 0.47% share or value RM205,252,696 in top glove, accumulated 2.16% in top glove (total value around 1 billion ringgit already) ! today throw in 205m to defense, obviously their money stuck in top glove ! cannot retrieve !
RSS only allow to short up to 4%, meaning another 4 trading day like today 0.47% x 4 = 1.88% they will hit the RSS limit !
AFTER THAT if top glove share price keep going up their paper loss will be super huge ! panic buy back is possible ! thanks to MCO 2.0 and politician chaos, now short seller dooms day coming.
2020-12-26 15:31 | Report Abuse
@TonneFa, yup, bro. Well said.
From what I see on the news recently, almost every VIDEO CLIP on VACCINES INJECTION,the person/nurse/doctor/hospital assistants etc, who administer the task WEARS GLOVES and some are wearing full PPE, especially the CHINESE FRONT LINERS.
GLOVES AND VACCINES ARE TWINS. THEY WORK HAND IN HAND TO SAVE LIVES.
VACCINES CAN SLOW DOWN THE VIRUS INFECTIONS TO SOME EXTEND, BUT UNABLE TO ELIMINATE THE VIRUS.
VIRUS MUTATES AND EFFICACY OF VACCINES WILL DECREASE.
MORE VACCINES = MORE GLOVES.
For 2021/2022, PPE are still the ESSENTIAL ITEMS AND HEALTH CARE SECTOR IS STILL THE MAIN THEME.
AS FOR RECOVERY THEME, THE RECENT UPSURGE COULD BE A SHORT STUNT AND MANY UNCLES UNTIES WILL GET TRAPPED IF NOT CAREFUL.
FULL RECOVERY IN BOLEHLAND WILL ONLY GRADUALLY EMERGE WHEN FOMC AND BNM INCREASE INTEREST RATE, WHICH IS AT NEAR ZERO AND 1.75% RESPECTIVELY, AT THE MOMENT.
2020-12-22 23:40 | Report Abuse
latest headlines from CNBC:
HEALTH SECTOR IS ONE OF THE SECTOR THAT COULD PROVIDE SHELTER FROM FUTURE MARKET STORMS.
https://www.cnbc.com/2020/12/21/these-two-sectors-provide-shelte.html
These two sectors could provide shelter from future market storms
Published Mon, Dec 21 2020.
Stocks within the tech and health care sectors may help shelter portfolios from the worst of market storms.
Markets took a hit early on Monday, before rebounding back to near the flatline as the day went on. Still, the volatility could be a sign equities are getting vulnerable to a correction as it closes out a big year.
COMMENT: Recently, when the RECOVERY STOCKS' PRICES are back to PRE COVID LEVEL, and some EXCEED 52 WEEKS HIGH, I have anticipated PROFIT TAKING WEEKS AGO.
THE RETRACEMENT IS TOO QUICK AND STEEP,TOO BAD.
MANY HAVE TO STAY PUT IN RECOVERY STOCKS WITH FUNDS TIED DOWN IF THEY ENTERED LATE. HOW LONG THE CONSOLIDATION WILL TAKE, NOBODY KNOWS.
I have stressed many times that the safest bet in HEALTH SECTOR is still GLOVES in BOLEHLAND.
VACCINES and GLOVES ARE TWINS, THEY COME IN PAIRS AND WORK TOGETHER HAND IN HAND.
WITH NEW MUTANT STRAINS WHICH INFECT CHILDREN, AND VACCINES CANNOT BE INJECTED ON CHILDREN 16 YEARS AND BELOW, THE YOUNGER GENERATION IS NOW AS VULNERABLE AS THE SENIOR CITIZENS.
No wonder UK and many countries impose new lock down measures abruptly.
This pandemic has gone out of hand.
2020-12-22 23:37 | Report Abuse
HEALTH SECTOR IS ONE OF THE SECTOR THAT COULD PROVIDE SHELTER FROM FUTURE MARKET STORMS.
https://www.cnbc.com/2020/12/21/these-two-sectors-provide-shelte.html
These two sectors could provide shelter from future market storms
Published Mon, Dec 21 2020.
Stocks within the tech and health care sectors may help shelter portfolios from the worst of market storms.
Markets took a hit early on Monday, before rebounding back to near the flatline as the day went on. Still, the volatility could be a sign equities are getting vulnerable to a correction as it closes out a big year.
COMMENT: When the RECOVERY STOCKS' PRICES are back to PRE COVID LEVEL, and EXCEEDS 52 WEEKS HIGH, I have anticipated a SEVERE PROFIT TAKING WEEKS AGO.
TOO BAD, MANY HAVE TO STAY PUT IN RECOVERY STOCKS WITH FUNDS TIED DOWN IF THEY ENTERED LATE. HOW LONG THE CONSOLIDATION WILL TAKE, NOBODY KNOWS.
I have stressed many times that the safest bet in HEALTH SECTOR is still GLOVES in BOLEHLAND.
VACCINES and GLOVES ARE TWINS, THEY COME IN PAIRS AND WORK TOGETHER HAND IN HAND.
WITH NEW MUTANT STRAINS WHICH INFECT CHILDREN, AND VACCINES CANNOT BE INJECTED ON CHILDREN 16 YEARS AND BELOW, THE YOUNGER GENERATION IS NOW AS VULNERABLE AS THE SENIOR CITIZENS.
No wonder UK and many countries impose new lock down measures abruptly.
This pandemic has gone out of hand.
2020-12-22 14:22 | Report Abuse
@goldenluck16, besides gloves, EPF is dumping plenty of banks shares as well.
Regarding the CW, IBs, manipulations, short selling, margin caps, etc, everyone knows their dirty tricks.
Yes,very unfair to investors, conflicts of interests, hence cannot attract FF (only a meager 5%) etc. But it happens and we are helpless.
So, just buy the stocks with strong FA and with good dividend yield, at the best level you can get, hold and wait for the time when angmo funds pour in again, when everyone can short sell, and angmo funds can hedge their portfolio, unlike the current situation where only selected few can short sell.
We shall see what happen to our IBs then.
Remember the karma, in 2021, all parties can short sell the IBs when all the bad news come out:
1.NPL is rising
2.PAT is decreasing
3.EPS is decreasing due to less revenue and dilution of shares
4.Impairment due to bad loans
5.DJI, collapse.
6.Unforeseen black swan events.
Don't worry, IBs will have their turns.
-----------------------------
Posted by goldenluck16 > Dec 22, 2020 10:47 AM | Report Abuse
EPF keep on selling the glove counters and this really helps the IBs to short the top 4 counters everyday. The IBs save hundred of millions when paying out the maturing CWs. It's no more based on FA but more of TA and manipulations by the IBs. Prices are not the real picture right now. When Bursa announced the lifting of the short selling suspension starting January 2021, the selling begins immediately. All counters are affected. This really helps the IBs who are the main players in the short selling activities and also the issuers of the CWs. Bearish momentum will continue till February.
2020-12-22 14:07 | Report Abuse
@pBlue, bro, indeed. I just watch the news about J Biden taking the vaccine jab, the doctor quickly put on a pair of blue colour gloves before he took the syringe and carry out his job.
In UK and Europe, all doctors who carry out the vaccines injections all put on gloves as protection.
Yup, this is the NEW NORMAL, the SOP that every COUNTRY'S MOH will follow strictly.
GLOVES ARE TOP PRIORITY and SAVE LIVES.
DEMAND WILL BE MORE THAN SUPPLY AT LEAST FOR ANOTHER 3-4 YEARS BEFORE IT NORMALIZE GRADUALLY.
Even post covid era as predicted by WHO which will be after 2025, PAT for gloves WILL NEVER GO BACK TO PRE COVID LEVEL SINCE EVERY COUNTRY HAS TO STOCK PILE ADEQUATE GLOVES AND OTHER PPE, to prepare for another PANDEMIC or FUTURE PANDEMIC.
ALL GOMEN'S MOH DO NOT WANT TO BE CAUGHT OFF GUARD ANYMORE. THE POLITICAL STAKES ARE EXTREMELY HIGH NOW.
ANY GOMEN WHICH CANNOT TACKLE COVID PANDEMIC WELL, WILL LIKELY LOSE IN GENERAL ELECTIONS, AND VICE VERSA.
NO POLITICAL PARTY WILL WANT TO TAKE THE RISK, HENCE PPE ALLOCATIONS WILL BE THE TOP PRIORITY.
TO ALL THE READERS OF I3, THIS IS THE STRUCTURAL SHIFT AND GLOVES IS NOT CYCLICAL ANYMORE.
IF ANY SIFU OR IB ANALYST STILL TELL YOU THAT GLOVES IS CYCLICAL AND GLOVE ASP WILL BE SLASHED POST -COVID, MOST PROBABLY THEY ARE DOING THE ROTATIONAL PLAY IN THE STOCK MARKET, FROM GLOVE TO RECOVERY SECTORS AND VICE VERSA.
DECISIONS IS YOURS.
_______________________
Posted by pBlue > Dec 22, 2020 12:31 AM | Report Abuse
And a global mass vaccination program needs a lot of gloves.
2020-12-20 23:02 | Report Abuse
Today is Sunday, just relax and take good care of yourself and family, everyone.
Yesterday night, I have a dream, it goes like this: I met with my old neighbour, a RETIRED FUND MANAGER, namely Peter, and we have a cup of Coffee at Old Town Kopithiam, and we talked a lot regarding covid, vaccines, stock markets etc, and below are the main points of our discussions in the dream.
1.These local IBs and local funds most have used up their funds to invest in the RECOVERY THEME stocks. So most of their money tied up. Now they are very ANXIOUS to throw all their shares out because they know that the RECOVERY THEME STOCKS has risen too fast and reached PRE COVID LEVEL and even exceeds 52 weeks high.
2.They put too much hope on VACCINES, and they thought the RECOVERY STOCKS PRICE is sustainable at least till end 2021. They thought vaccines are PANACEA, but they forgotten that fast track and half baked VACCINES can cause a lot of trouble and uncertainties.
3.Now US CDC and FDA and many angmo gomen are very headache. Even with free vaccines, people also don't trust anymore. Just ask the Brazilian President, what kind of MONSTERS he anticipated?
4.Herd Immunity can only achieved if more than 70% population are injected with SAFE VACCINES, not these HALF BAKED FAST-TRACK vaccines where many people do not trust. The big pharma companies don't want to take full responsibility, of course people do not trust them right? So how to control COVID INFECTIONS?
5.Now, another mutated virus strain emerged in UK, South Africa and Europe, the Oxford expert said, this could cause the EFFICACY of vaccines to be reduced significantly. So, how to control covid? How to get the population to inject vaccines?
6.The WESTERN GOMEN talked about ALLERGY as something very mild, if one dose got allergy, then stop the second dose , that's all, very simple ma.Ai yoh, the person is a GUINEA PIG, so how to curb COVID spread? Allergy is simple thing ah? Just google and check AUTO IMMUNE CONDITIONS/DISEASES, such as LUPUS, you will know whether it is simple or not.
7.The UK and many GOMEN ALREADY IMPOSED NEW LOCK DOWN, the highest level of HEALTH HAZARD.The covid over there is getting out of hand now. In BOLEHLAND, second time FULL LOCK DOWN? No lah, don't worry. I don't think so, but IF REALLY FULL LOCK DOWN AGAIN, Never mind, just stay home, buy more GLOVES SECTOR SHARES.
8.The local IBs thought they are very smart ah? Can DISTRIBUTE ALL THEIR RECOVERY STOCKS to UNCLE UNTIE ah in Dec 2020? If people still want to believe them, then that's their choice.
9. Why they must DISTRIBUTE in Dec 2020, not Jan, Feb, Mac 2021 onward?
Because they SHORT ALL THE STRONG FUNDAMENTAL GLOVE stocks and others very good one, they are the one exclusive now, unlimited time, can borrow share and short sell, you know or not?
10.But when angmo funds come in Jan 2021, and they also join in the game, then later more people join in, then later more and more people join in, more and more and more join in, they are bigger funds and smarter, and they know all the local funds don't like GLOVES, they will go all in to buy gloves (with strong fundamentals, at least 6-8 quarters of high PAT and good dividends in 2021-2022), what will happen?
10.These ANGMO FUNDS JUST NEED TO COME HERE TO ALL IN GLOVE COUNTERS AND KEEP FOR 1 YEAR, all those who short sell gloves, what will happen? What will happen to these local funds with money tied up with RECOVERY STOCKS and cannot distribute but have to cut loss?
Suddenly I wake up from my dream, now more answers. Ai seh man, too bad.
Hope to have another good one dream like the above, then I can share with all here.
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2020-12-20 22:59 | Report Abuse
@Sinoboy, bro, no worry. Why haters come to this forum and continue to promote vaccines and spew poisons? Why these goons keep on doing this bullshit?
Yesterday night, I have a dream, it goes like this: I met with my old neighbour, a RETIRED FUND MANAGER, namely Peter, and we have a cup of Coffee at Old Town Kopithiam, and we talked a lot regarding covid, vccines, stock markets etc, and below are the main points of our discussions in the dream.
1.These local IBs and local funds most have used up their funds to invest in the RECOVERY THEME stocks. So most of their money tied up. Now they are very ANXIOUS to throw all their shares out because they know that the RECOVERY THEME STOCKS has risen too fast and reached PRE COVID LEVEL and even exceeds 52 weeks high.
2.They put too much hope on VACCINES, and they thought the RECOVERY STOCKS PRICE is sustainable at least till end 2021. They thought vaccines are PANACEA, but they forgotten that fast track and half baked VACCINES can cause a lot of trouble and uncertainties.
3.Now US CDC and FDA and many angmo gomen are very headache. Even with free vaccines, people also don't trust anymore. Just ask the Brazilian President, what kind of MONSTERS he anticipated?
4.Herd Immunity can only achieved if more than 70% population are injected with SAFE VACCINES, not these HALF BAKED FAST-TRACK vaccines where many people do not trust. The big pharma companies don't want to take full responsibility, of course people do not trust them right? So how to control COVID INFECTIONS?
5.Now, another mutated virus strain emerged in UK, South Africa and Europe, the Oxford expert said, this could cause the EFFICACY of vaccines to be reduced significantly. So, how to control covid? How to get the population to inject vaccines?
6.The WESTERN GOMEN talked about ALLERGY as something very mild, if one dose got allergy, then stop the second dose , that's all, very simple ma.Ai yoh, the person is a GUINEA PIG, so how to curb COVID spread? Allergy is simple thing ah? Just google and check AUTO IMMUNE CONDITIONS/DISEASES, such as LUPUS, you will know whether it is simple or not.
7.The UK and many GOMEN ALREADY IMPOSED NEW LOCK DOWN, the highest level of HEALTH HAZARD.The covid over there is getting out of hand now. In BOLEHLAND, second time FULL LOCK DOWN? No lah, don't worry. I don't think so, but IF REALLY FULL LOCK DOWN AGAIN, Never mind, just stay home, buy more GLOVES SECTOR SHARES.
8.The local IBs thought they are very smart ah? Can DISTRIBUTE ALL THEIR RECOVERY STOCKS to UNCLE UNTIE ah in Dec 2020? If people still want to believe them, then that's their choice.
9. Why they must DISTRIBUTE in Dec 2020, not Jan, Feb, Mac 2021 onward?
Because they SHORT ALL THE STRONG FUNDAMENTAL GLOVE stocks and others very good one, they are the one exclusive now, unlimited time, can borrow share and short sell, you know or not?
10.But when angmo funds come in Jan 2021, and they also join in the game, then later more people join in, then later more and more people join in, more and more and more join in, they are bigger funds and smarter, and they know all the local funds don't like GLOVES, they will go all in to buy gloves (with strong fundamentals, at least 6-8 quarters of high PAT and good dividends in 2021-2022), what will happen?
10.These ANGMO FUNDS JUST NEED TO COME HERE TO ALL IN GLOVE COUNTERS AND KEEP FOR 1 YEAR, all those who short sell gloves, what will happen? What will happen to these local funds with money tied up with RECOVERY STOCKS and cannot distribute but have to cut loss?
Suddenly I wake up from my dream, now more answers. Ai seh man, too bad.
Hope to have another good one dream like the above, then I can share with all here.
_______________
Posted by Sinoboy > Dec 20, 2020 3:39 PM | Report Abuse
@BenTan000. Thank you.
Only problem is that currently, our local bourse has this inherent dislike for glove counters. The big funds, IBs just push down the price. Retail investors either ride out the storm or relinquish their position. This is tantamount to pure gambling and speculation. Big fish eat small fish syndrome. There is no such thing as fundamentals anymore unfortunately...
2020-12-19 16:58 | Report Abuse
For those SAINTS who do not believe the EARNINGS AND THE FUTURE GROWTH POTENTIALS of the big 4, they can always make themselves HAPPIER AND GO BACK TO THEIR RECOVERY THEME FORUMS and they can invest in the recovery theme.
OR MAY BE THE SAINT CAN HELP US TO CONDEMN AND NAIL THOSE PARTIES WHO ARE IN CONFLICT OF INTERESTS, SUCH AS JPM, MC CURRY AND ETC. WE WILL APPRECIATE YOUR KINDNESS.
BY THE WAY, THIS IS THE HOME FOR GLOVE BELIEVERS AND INVESTORS.
WE KNOW HOW FAR THE BIG 4 CAN GO. WE HAVE FULL CONFIDENCE.
SO, THE SAINTS NO NEED TO WORRY ABOUT US, OR MAY BE THE SAINTS SHOULD THINK OF A SOLUTION AND FIND A PANACEA TO END THE PANDEMIC ASAP.
2020-12-19 16:46 | Report Abuse
@AlvinTSk, bro, agreed, glove sector is still the evergreen sector when NEW NORMAL becomes PERMANENT, from now on, with or without Covid.
For those glove haters, pls go ahead, invest in your recovery theme, no qualms about it.
For those SAINTS who try to preach moral and ethics, stock market and I3 are NOT SUITABLE FOR YOU, pls go somewhere else and make yourself happy.
The market has enough rules to regulate and there are plenty of CSR, ESG kinds of things, SAINTS no need to worry.
WE ARE ONLY UNHAPPY AND FRUSTATED BECAUSE OF CONFLICT OF INTEREST BY THOSE WHO MANIPULATE THE CWS AND SHORTINGS, THRU BIAS REPORTS.
THESE SHOULD BE CHARGED AND PUNISHED.
MAY BE THE SAINTS CAN HELP TO CONDEMN THOSE MENTIONED ABOVE.
FAIR COMPETITION IS A MUST FOR ALL INVESTORS.
_________________________
Posted by AlvinTSK > Dec 19, 2020 11:58 AM | Report Abuse
TG next quarter review:-
Additional 10% capacity = Increased Revenue
ASP to rises 20-30% = Expected RM 3.5Billion PAT
Worker Accomodation to be settled by end month
US Ban in final stages of discussion, should be lift in Jan
Demand for glove expected to rise 20-30% in FY21
Remained as a safe haven from political uncertainy
Remained as favourite to capitalise in Covid spike
Next dividend should be more than 16.5sen due to increased Revenue and PAT
2020-12-19 16:34 | Report Abuse
@AlvinTSK, bro, yup, vaccines are no panacea. Gloves save lives.
http://www.financetwitter.com/2020/12/before-you-rush-for-covid-19-vaccine-remember-this-you-cannot-sue-anyone-if-suffer-any-serious-side-effects.html
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Posted by AlvinTSK > Dec 19, 2020 12:10 PM | Report Abuse
Vaccine faced production capacity limitation
Vaccine faced distribution issue
Vaccine had allergy effect
Vaccine do not have testing for long term side effect
Vaccine not recommended for under 16
Vaccine not recommended for pregnant mom
Covid to spike from now till end of Feb
2020-12-19 11:21 | Report Abuse
@kltower, as anticipated, this is bound to happen.
The recovery theme has reached their peak of rotational play, most of the share price are back to pre-covid level and many are more than 52 weeks high.
ALL FACTORS AND GOOD NEWS HAVE ALREADY PRICED IN TILL DEC 2021/JUNE 2022.
I REPEAT: ALL FACTORS AND GOOD NEWS HAVE ALREADY PRICED IN TILL DEC 2021/JUNE 2022.
I REPEAT: ALL FACTORS AND GOOD NEWS HAVE ALREADY PRICED IN TILL DEC 2021/JUNE 2022.
A PREDICTION HAS BEEN MADE TWO WEEKS AGO THAT PROFIT TAKING WILL BEGIN VERY SOON FOR RECOVERY THEME.
FOR MANY RECOVERY STOCKS, THE EPS AND PAT WILL REMAIN STAGNANT (LIKE PRE-COVID LEVEL)OR INCREASE MARGINALLY FOR MANY QUARTERS TO COME.
IT CANNOT BE SUSTAINED ANYMORE IF THE CURRENT PATs REMAIN THE SAME OR INCREASE MARGINALLY.
Those people WHO COME TO THIS FORUM TO BAD MOUTH, because THEY HAVE BOUGHT TOO MANY RECOVERY THEME STOCKS AND THEY WANT TO DISTRIBUTE THE TICKETS TO UNCLE AND UNTIE.
BUT THE RECOVERY THEME FADES TOO FAST AND THEY ARE HOLDING TOO MANY TICKEST.
THEIR FUNDS ARE ALL TIED UP NOW.
THEY JUST SIMPLY CAN'T THROW ALL THEIR TICKETS BECAUSE IT WILL CAUSE PANIC SELLING. SO THEY MUST DISTRIBUTE SLOWLY, AND DO THE SHORT SELLING ON BIG 4.
HOWEVER, WHEN EVERYONE CAN SHORT SELL LATER IN 2021, ON A MUCH FAIRER PLAY GROUND, THEN WE SHALL SEE WHO ARE THE REAL WINNERS.
THE UNCLE AND UNTIE ARE SMART, THEY ARE NOT STUPID. PANDEMIC IS STILL AROUND AND IT IS GETTING WORSE DAY BY DAY.
HOW TO RECOVER SO FAST?
AT LEAST MUST WAIT TILL DEC 2021/JUNE 2022, then only we can see better picture.
FOR NOW, BACK TO FUNDAMENTALS, ONLY THOSE WHO CAN EARN THE MOST PATS AND EPS, WITH PLENTY OF CASH READY FOR SBB, ARE THE BEST BETS.
DO YOUR HOMEWROK, AND DECISION IS YOURS.
UNCLE AND UNTIE, BE VERY CAREFUL WITH YOUR HARD EARNED MONEY IN STOCK MARKET, ANYTHING CAN HAPPEN.
________________________________
ib gunner keep promote bank counter here, but the actual fact is bank counter all over optimistic, all back to precovid prices like covid not even exist.
2020-12-18 15:19 | Report Abuse
@kltower, bro, TWO WEEKS AGO, A PREDICTION WAS MADE, another IB ANALYST'S SIMULATION:
Based on the market OVER OPTIMISM, WHEN WILL THIS ROUND OF RECOXXXXY THEME falters off?
It is when THE PRICES OF THESE RECOXXXXXX STOXXXS ARE BACK TO PRE-COVID LEVELS OR MORE THAN 52 WEEKS HIGH.
Because the CURRENT PRICE OF THESE RECOXXXXXX STOXXXS ARE ALREADY PRICED IN, TILL DEC 2021.
THE FUTURE EPS, PE, PAT, ARE ALL PRICED IN ALREADY.
If you are not careful, you will be CAUGHT.
WE REITERATE "UNDER PERFORM" FOR ALL RECOXXXXX STOXXX.
Disclamer: This is not a buy or sell call, DECISION IS YOURS.
___________________
Posted by kltower > Dec 18, 2020 2:21 PM | Report Abuse
Supermax may get upgraded to FTSE All World Index
https://www.thestar.com.my/business/business-news/2020/12/18/supermax-...
bill gates calling me and say he wanna all in Supermax ...foreigner how to open CDS account in Malaysia ?
2020-12-18 12:57 | Report Abuse
@mobbs68, I agreed with that JACK-THE LOST ARK RIPPER, we must follow Sweden's HERD IMMUNITY APPROACH, IT IS very EFFECTIVE.
No need VACCINES ALSO.
Many already have adequate protection already.
LET NATURE TAKES ITS COURSE, WHY WORRIED SO MUCH.
2020-12-18 12:48 | Report Abuse
@kltower, bro, yup, all these IBs share the same motive. Well, we must follow IB style of analysis. Let's begin THE SIMULATION:
The PRICE of PUBXXXX BANKK has been FACTORED IN TILL END OF 2021.
After the completion of HUGE BONUS EXERCISE in FIRST QUARTER of 2021, the number of shares will ALMOST DOUBLE that of TIGRESS BANK.
The EPS will be VERY MUCH DILUTED, the DIVIDEND YIELD will also be VERY MUCH DILUTED and REDUCED DRASTICALLY (ALREADY PROVEN IN 2020).
ALL GOOD NEWS ALREADY FACTORED IN.
NPL Level will CLIMB (to what level, ask IB ANALYSTS, THEY KNOW BETTER).
INTEREST RATE WILL REMAINS LOW, hence THE PAT WILL BE STAGNANT.
Disclaimer: To buy or to sell, DECISION IS YOURS.
Bro, how is it? ok OR NOT?
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re: bro vairocana 9999, see how today public bank ib value top glove... criticism on CSR issue and downgraded TG
TG already spent million dollars to upgrade accommodation, so many construction / furniture / manufacturing public listed companies never meet requirement they just choose ignore, double standard.
2020-12-18 12:01 | Report Abuse
Agreed 100%.
But, but but, the price of banks and other recovery stocks already FACTORED IN till END 2021 ( must follow the style of IB analysts). The share price is moving up too fast, all good news already factored in. So what is the strategy now? GO ASK THE IB ANALYSTS.
--------------
From today's Star Paper:
PETALING JAYA: Banks are expected to outperform the market in 2021 as the economy recovers with better availability of Covid-19 vaccines in the second half of 2021, says RHB Research.
The research unit has forecast the sector’s net profits to rebound by 27% in 2021 – although this would still be 12% below pre-pandemic levels – after dipping 30% in 2020.
The uplift in earnings is mainly on the year-on-year lower (still somewhat elevated) credit cost, as RHB Research expects most banks to bring forward much of their respective provisions to 2020.
Asset quality will again be the focal point after months of delay caused by various debt-repayment relief programmes.
2020-12-18 11:20 | Report Abuse
@kltower, and Agjl, if all the big vaccines pharma can come out with fast track vaccines, and they are not going to be held responsible if side effects and adverse reactions emerge after injecting vaccines, we already know something is not right. These side effects may emerge years later, nobody knows, and no compensation will be paid. The risk is all on yourself.
Now many people here in bolehland talk about CSR, why don't they ask Pfizer and Moderna and Astra, where are their CSR?
I suggest all politicians, MPs, political party heads, all Gomen dept heads, try the vaccines first, after 1-4 years, if nothing happens, then may be the Rakyat can try.
For now, pls adhere to the strict SOP by MOH to save ourselves.
As for SHORT SELLING, with FOMC maintaining near zero interest rate till 2023/2025, a lot of free helicopter money will flood the world stock markets.
Plenty of angmo funds will disperse from US and who knows they may land in Bolehland, and I wonder what types of strategy they are going to use.
IBs may have tough time to compete soon if these angmo funds come in. I hope more of these huge funds will pour in and do more tradings to hedge their portfolio, then we shall be able to see the true picture in 2021.
Prepare for huge surprises. Margin players, contra players, day traders, IBs short sellers, big sharks, retail players etc, lets join hands and have fun in an exciting 2021.
__________________________
yes bro Agjl, can short another 75m shares...
7106 must standby with SBB neuclear weapon to fight back crook ib.
2020-12-17 22:15 | Report Abuse
If you have time, just spend a few minutes to watch this video. The link is below.
https://www.bitchute.com/video/H9GyqoPMvfRa/
2020-12-17 22:14 | Report Abuse
https://www.bitchute.com/video/H9GyqoPMvfRa/
Kindly watch this video if you have time.
2020-12-15 19:13 | Report Abuse
Ha ha, these flurs need to go to all slums and see the real situation of the poor families, irrespective of race, who live below poverty lines, where many just squeeze in a crowded room, sometimes without food and are jobless, instead of harping on the issue of foreign labourers who will soon be able to stay in 2-3 star/decent flats/apartments, thanks to the 100mil invested by TG and others,as promised. They are well taken care of, but our own people/rakyat, many are still in miserable state.
2020-12-08 15:35 | Report Abuse
Every quarter got special cash dividend, at least 6% return, 300% more than the banks' FD rate, strong fundamentals, net cash company, stable income, much better than many other recovery sector stocks.
Gloves are cyclical? Pre-covid, yes,every 3-4 years, with eruption of Virus infections.
But the current Covid pandemic changes everything.
From Now on, Gloves are necessity, a must item in PPE, top priority of all gomen's budget.
This is called NEW NORMAL. Like it or not, it is there and will continue in the future, becomes SOP for every country, and this is compulsory, no compromise. Unless the country wants to be the next pandemic hot spot, then they can forgo the NEW NORMAL.
WHAT DOES THIS MEANS?
From now and forward to the future, GLOVES ARE NO MORE CYCLICAL, it is a daily essential item for many sectors of the economy.
Glove stocks will become the EVERGREEN GROWTH STOCKS with decent dividends.
We are very lucky because we are producing 70% of world's gloves.
By the way, to all the SIFUS and Experts out there:
1. FROM TODAY ONWARD, PLS DON'T PUBLISH ANY DETAIL CALCULATIONS OF THE BIG 4'S PAT OR ANNUAL REVENUE, EPS, etc IN ANY PUBLIC INTERNET WEBSITES, or in ANY STOCK FORUMS, like I3 and etc.
WHY? Because there are many out there who have contacted the VIRUS CALLED "RED EYE SYNDROME". Those who are infected will become EVIL HEARTED, with a lot of HATRED, JEALOUSY, VENGEANCE, GREEDINESS, NEUROTICS and ZOMBI like symptoms etc.
2. ALL THE SIFUS JUST KINDLY RELEASE YOUR DETAIL CALCULATIONS to your own inner circle of friends and comrades.
3. FOR THOSE IB, THEY WILL DO THEIR OWN PROJECTIONS AND RESEARCH, WELL, JUST WATCH AND NO NEED TO ARGUE WITH THEM. WITH SO MANY CWs AROUND, HOW IMPARTIAL THEY CAN BE?
No point bothering them. Just let them focus on their games.
w
2020-12-06 11:23 | Report Abuse
@fts, well said and spot on, sifu.
"HENG YUAN is cyclical. If one day ppl discovered refine oil can cure covid and cancer. Their profit will be permanent. That is structural change".
___________________________________
Well, HARTA's boss has said before, the demand and supply of gloves is facing a STRUCTURAL CHANGE. That's the reason the big 4 are using all their cash in hands at this juncture to build many more state-of-the art factories and production lines, as fast as they can, and this will eliminate a lot of unnecessary disturbances and disruptions from those.....you name it (you know I know).
Due to this STRUACTURAL CHANGE, he also further stressed that the demand and supply will only be normalised in THE END OF 2022, the soonest(provided that the vaccines are able to stop more covid cases, but if side effects of vaccines emerged here and there, and 50% people do not trust these vaccines, then how?).
He also added, it will take another whole year of 2023 for the big 4 to stockpile the gloves, since all available stocks are sold out.
So, what does this means?
This new CENTURY PANDEMIC has knocked hard on the heads of all gomen in the world that the NEW NORMAL is here to STAY FOREVER, as the current virus will mutate (current vaccines may become less efficacious)and new virus will emerge from time to time.
Hence, PPE is an essential item and it is the TOP PRIORITY of every gomen's HEALTH budget.
I still believe that the glove sectors, esply the big 4 will be the best growth stocks to hold in this decade and in the future.
The profits they earn are going to be reinvested fully and this time it will be highly automated (so reduce all the unwanted risks FROM ALL PARASITES, WORMS, BUGS etc) due to the STRUCTURAL CHANGE.
Anyway, thanks HARTA's boss for hinting us this TRUTH. And I must also thanks the reporter who posed the question to the boss (otherwise he will keep quiet only, you know, keeping low profile is the best way to avoid red eyes and evils/devils/demons).
By the way, those guys out there, whoever, please do not have red eyes and feel jealous on the profits and earnings of the glove sector, they have already contribute a gigantic chunk of corporate tax to the country, all from their own pockets, working so hard for the past decades.
If you guys really don't have money due to whatever reasons, you all can always throw out all your glc and glic shares, and sell all your assets, and use the money to help the RAKYAT, don't compete with the private sectors in doing business, give them all the free space,and just focus on your admin duties with good governance, less politiking, plug all the leaks, and stop talking nonsense, then may be Fitch will upgrade our ratings soon in the future.
If you are free, pls read and reflect, think critically:
http://syedsoutsidethebox.blogspot.com/
2020-11-12 11:58 | Report Abuse
Wow,this Youtube Video regarding the safety of pfizer vaccine has been removed yesterday when it was placed here in i3 forum.
So pls think why it has been removed. Whose benefits are affected if the video is being circulated and watched by the people in the world?
Well, nevermind, there are still following links:
https://disseminate.tv/watch/dr-carrie-madej-warns-about-coronavirus-vaccines-and-transhumanism-nanotechnology-to-alter-your-dna_Xb7UnNINTyHuYpe.html
Please watch quickly before it is also removed.
________________________________
How Safe is the New Covid Vaccines? Kindly watch:
https://www.youtube.com/watch?v=t2gnZ1PsDQM
Dr Carrie Madej Warns About New Vaccine (Transhumanism) Nanotechnology.
The Danger of fast Track Vaccines. Worth watching.
2020-11-11 17:42 | Report Abuse
How Safe is the New Covid Vaccines? Kindly watch:
https://www.youtube.com/watch?v=t2gnZ1PsDQM
Dr Carrie Madej Warns About New Vaccine (Transhumanism) Nanotechnology.
The Danger of fast Track Vaccines. Worth watching.
2020-11-11 17:40 | Report Abuse
https://www.youtube.com/watch?v=t2gnZ1PsDQM
Dr Carrie Madej Warns About New Vaccine (Transhumanism) Nanotechnology
The Danger of fast Track Vaccines. Worth watching.
2020-11-11 10:02 | Report Abuse
https://www.dailymail.co.uk/news/article-8933799/Volunteers-given-Pfiz...
'It's like a severe hangover': Volunteers who were first in the world to be given Pfizer's Covid vaccine reveal how the side effects gave them headaches and left them 'aching all over'
Wow, 90% efficacy? What a severe short term and immediate side effect.
I doubt the angmo esply in US trust these multi-nationals pahrmaceutical companies and become volunteers to try the jabs, since so many of them are already in the anti-vaccine NGOs.
What about long term side effects? Nobody knows.
Who wants to be long term guinea pigs, pls offer yourself.
I prefer HANGOVER with JOHNY WALKER, definitely not PFIZER or MODERNA.
2020-11-10 15:07 | Report Abuse
Great article and timely reminder.
More vaccines = more gloves. Vaccines and gloves are best compatriots which can save lives. President-elect J Biden will listen to his team of experts and scientists and one of the most important goal is to stock up ample PPE. Glove shortage is very acute in the world.
The Covid winter is fast approaching and D.T will continue to drag on till Jan/Feb 2021, and the exponential increase in Covid cases in this winter is becoming a reality. Too bad.
20 hours ago | Report Abuse
Thank you very much for your excellent write up, very precise and enlightening, bro Ben. Yes, indeed, due to structural change in the demand due to covid-19 pandemic, every gomen is busy drawing up plans to stockpile adequate PPE now and for the future. Hence, the demand of gloves will increase tremendously and the ASP will never go back to pre-covid level and it will stabilize gradually as mentioned by the big 4. Undoubtedly, the big 4's earnings will never go back to pre-covid level.