Get ready for PA booming as facebook hot topic discussion since 20 Mar 2021 & what people never tell the truth i.e.

Main customers
a. USA : First Solar (> 60%)
b. Malaysia (20%)
- may increase as "companies no Solar tract record orders keep coming in "
- The "gang" rushing in for the opportunities
c. Vietnam (20%)

Capex expansion on time
Debt lower down
Etc.

Orders keep coming in due to Green Contracts booming, ASP main increase due to orders booming for aluminum industries (supply chain)


The rest up to ALL to decide

Guess MCA already have news in "advance" ....... is showtime

Cannot imagine new companies e.g. Tan Chong Motor & other "funny" companies can get LSS4 without proof they have the skills , need to rely alot from engineeing & fabrication companies to help them set up. PA is one of them to help design & fabricate the parts.

Companies that win the tenders are rushing place advance orders with all Aluminium companies because raw materials will spike & compete with telecom 5G towers for stocks

what happen to PA , zoooommmmm

Likely > 30 solar contracts being confirm under LSS4 , place huge orders & push up PA .

Wooow, YoY Profit ...... 608% (2020)
Engine start to be super hot, coming quarter earnings

collect bullet & buy.

Thailand has many skills CNC technicians and MNC to tap good business esp. automotive (esp.Toyota, Honda) , Office Automation & HDD (Seagate, current)

Set up machining center, would not be any issues, a matter of time to complement its surface treatment & plating lines.

If can do HDD & parts, automotive is easier to qualify (reduce time for audit & acceptance).

Prospect to become next kid on blok like Dufu & Fronktn ?
Imagine 0.6 transform to $2 - $3

I bet Thailand Factory will set up more facilities for future quick expansion.

Walou !!!

Previous QoQ, Net Profit / (Loss) btw -6% to 1%,
NEW QoQ Net Profit shoot up become 12.96% !!!

Taught disposed TM last month, but after govt announcement, now hold tight (X 10).

wow, price drop like no tomorrow.

Hi DK ,
Please add me in to the grp.
Thanks

Glove companies paid taxes "handsomely" to Malaysia Inland Revenue (Income Tax, Corporate Tax , GST, etc.) ...... go & ask the tax man where is the money for Raykat ?

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

SBB

a. Harta should start buy back as if any plan for listing in Singapore

b. Near future plan in Nasdaq (Delaware Factory coming up) & HK (Cash Rich Bourse) ?
- That will be another super level

- No need to bother about nonsense , mainly
i. EPF - if any ?
ii. Shorties

Just look at Thai , China , Poland Index - that is true value of PPE & gloves !!!

SBB

a. Supermax should start buy back as it plan for coming listing in Singapore

b. Near future plan in Nasdaq (Delaware Factory coming up) & HK (Cash Rich Bourse) ?
- That will be another super level

- No need to bother about nonsense , mainly
i. EPF - if any ?
ii. Shorties

Just look at Thai , China , Poland Index - that is true value of PPE & gloves !!!

Is like Khazanah case, push aside GRAB - end of the day they brought their baby to Singapore & attracted BIG fund , less than 2 years - make history.

Bloody EPF & shorties "kill" own "Malaysia brand of businesses " & market environments & try to squash own golden goose.

Is it a matter of timing, for Supermax & Harta to think hard & quick i.e. to follow TG to list in HK ?

Is like Khazanah case, push aside GRAB - end of the day they brought their baby to Singapore & attracted BIG fund , less than 2 years - make history.

Bloody EPF & shorties "kill" own "Malaysia brand of businesses " & market environments & try to squash own golden goose.

Is it a matter of timing, for Supermax & Harta to think hard & quick i.e. to follow TG to list in HK ?

Intco, Top Glove, Supermax - A Quick Comparison
Author: Ben Tan | Publish date: Mon, 25 Jan 2021, 5:15 PM

Intco Medical, with production capacity 20 billion gloves (about 70% vinyl, lowest profit margin), today closed at all-time high of RMB289.80 per share (Ringgit 181 per share) . This gives the company a market capitalization of exactly RMB100 billion, or RM62.5 billion. This is the world's biggest glove manufacturer right now in terms of market capitalization.

Let's compare this to the Malaysian (indirect) competitors:

Supermax - production capacity 22 billion gloves (68% nitrile, highest profit margin), closed at RM7. This means a total market cap of RM19 billion - more than 3 times lower than Intco.

Top Glove, production capacity 91 billion gloves (45% nitrile, 45% latex), closed at RM6.52. The world leader, controlling more than a quarter of the entire global production of gloves, has a market capitalization of RM53.5 billion, or RM9 billion less than Intco.

Let that sink in.

Intco, Top Glove, Supermax - A Quick Comparison
Author: Ben Tan | Publish date: Mon, 25 Jan 2021, 5:15 PM

Intco Medical, with production capacity 20 billion gloves (about 70% vinyl, lowest profit margin), today closed at all-time high of RMB289.80 per share (Ringgit 181 per share) . This gives the company a market capitalization of exactly RMB100 billion, or RM62.5 billion. This is the world's biggest glove manufacturer right now in terms of market capitalization.

Let's compare this to the Malaysian (indirect) competitors:

Supermax - production capacity 22 billion gloves (68% nitrile, highest profit margin), closed at RM7. This means a total market cap of RM19 billion - more than 3 times lower than Intco.

Top Glove, production capacity 91 billion gloves (45% nitrile, 45% latex), closed at RM6.52. The world leader, controlling more than a quarter of the entire global production of gloves, has a market capitalization of RM53.5 billion, or RM9 billion less than Intco.

Let that sink in.

Intco, Top Glove, Supermax - A Quick Comparison
Author: Ben Tan | Publish date: Mon, 25 Jan 2021, 5:15 PM

Intco Medical, with production capacity 20 billion gloves (about 70% vinyl, lowest profit margin), today closed at all-time high of RMB289.80 per share (Ringgit 181 per share) . This gives the company a market capitalization of exactly RMB100 billion, or RM62.5 billion. This is the world's biggest glove manufacturer right now in terms of market capitalization.

Let's compare this to the Malaysian (indirect) competitors:

Supermax - production capacity 22 billion gloves (68% nitrile, highest profit margin), closed at RM7. This means a total market cap of RM19 billion - more than 3 times lower than Intco.

Top Glove, production capacity 91 billion gloves (45% nitrile, 45% latex), closed at RM6.52. The world leader, controlling more than a quarter of the entire global production of gloves, has a market capitalization of RM53.5 billion, or RM9 billion less than Intco.

Let that sink in.

In that case, Supermax should list in HK , big funding !!!!!

2 million queue at rm 7

If u look at Supermax now , someone park 20 K @ RM 7

Super big block

Mplus Market Pulse - Volatility beckons
Author: MalaccaSecurities | Publish date: Mon, 25 Jan 2021, 1:29 PM

Sector focus: Based on the upcoming reporting season, we reckon the technology, plantation and furniture sectors to be the potential winner and will be on traders’ radar. Meanwhile, investors may switch from banking sector to glove makers after the rebound last week as well as anticipating a strong result from Harta today.

Mplus Market Pulse - Volatility beckons
Author: MalaccaSecurities | Publish date: Mon, 25 Jan 2021, 1:29 PM

Sector focus: Based on the upcoming reporting season, we reckon the technology, plantation and furniture sectors to be the potential winner and will be on traders’ radar. Meanwhile, investors may switch from banking sector to glove makers after the rebound last week as well as anticipating a strong result from Harta today.

Mplus Market Pulse - Volatility beckons
Author: MalaccaSecurities | Publish date: Mon, 25 Jan 2021, 1:29 PM

Sector focus: Based on the upcoming reporting season, we reckon the technology, plantation and furniture sectors to be the potential winner and will be on traders’ radar. Meanwhile, investors may switch from banking sector to glove makers after the rebound last week as well as anticipating a strong result from Harta today.

a. Biden Emergency Fund :
USD 20++ Billion to purchase PPE in SPOT Price could not be bother Bangla Case.

b. All Bad News already price in.

BY NOW:
US Embassy should be in touch Wisma Putra & meet with major glove companies i.e. Top Glove + Harta + Supermax (US OBM Office) to order & get PPE ASAP !!!

a. Biden Emergency Fund :
USD 20++ Billion to purchase PPE in SPOT Price could not be bother Bangla Case.

b. All Bad News already price in.

BY NOW:
US Embassy should be in touch Wisma Putra & meet with major glove companies i.e. Top Glove + Harta + Supermax (US OBM Office) to order & get PPE ASAP !!!

Shorties basically trap in few ways

a. PPE Stocks market : Prices are booming + zooming up in
i. Thai Stock Index
ii. China Stock Index
iii. Poland Stock Index

- if play short again they have to answer their foreign clients !

iv To hedge : likely to purchase stocks from Market to cover big loss : est. Ringgit 200 Mil (paper loss + EPF interest + Repay Dividend to EPF (Top Glove & Harta)

v ............ Must quickly "top up / buy back" PPE shares from Market (to hedge)
Because
.........est. at least 50 - 100 Million shares that borrow from EPF to short esp. Topglove + Harta + Kossan + Supermax (very minimal) & likely need to settle before end Jan 2021 with EPF ;

and

...........at the same time buy from market , imagine market share price PPE how would it perform ?


b. Biden Emergency Act : Super Billions fund to get PPE

i. Biden have 100 days to prove himself - super desperate to settle the Covid mess
- Biden Team is in execution mode : "BUY SPOT at whatever Price"

ii. Likely...... USA Custom may have no choice to quickly speed up & let go Topglove "bangla case" to allow 500 mil stocks to enter US Health care system , Top glove price will be in good position to price further


c. IF MCO close:
ASP price shoot up "X 10" to the sky rocket
NB: Malaysia produce 60% - 70% of "World" nitrile gloves

Shorties basically trap in few ways

a. PPE Stocks market : Prices are booming + zooming up in
i. Thai Stock Index
ii. China Stock Index
iii. Poland Stock Index

- if play short again they have to answer their foreign clients !

iv To hedge : likely to purchase stocks from Market to cover big loss : est. Ringgit 200 Mil (paper loss + EPF interest + Repay Dividend to EPF (Top Glove & Harta)

v ............ Must quickly "top up / buy back" PPE shares from Market (to hedge)
Because
.........est. at least 50 - 100 Million shares that borrow from EPF to short esp. Topglove + Harta + Kossan + Supermax (very minimal) & likely need to settle before end Jan 2021 with EPF ;

and

...........at the same time buy from market , imagine market share price PPE how would it perform ?


b. Biden Emergency Act : Super Billions fund to get PPE

i. Biden have 100 days to prove himself - super desperate to settle the Covid mess
- Biden Team is in execution mode : "BUY SPOT at whatever Price"

ii. Likely...... USA Custom may have no choice to quickly speed up & let go Topglove "bangla case" to allow 500 mil stocks to enter US Health care system , Top glove price will be in good position to price further


c. IF MCO close:
ASP price shoot up "X 10" to the sky rocket
NB: Malaysia produce 60% - 70% of "World" nitrile gloves

Shorties basically trap in few ways

a. PPE Stocks market : Prices are booming + zooming up in
i. Thai Stock Index
ii. China Stock Index
iii. Poland Stock Index

- if play short again they have to answer their foreign clients !

iv To hedge : likely to purchase stocks from Market to cover big loss : est. Ringgit 200 Mil (paper loss + EPF interest + Repay Dividend to EPF (Top Glove & Harta)

v ............ Must quickly "top up / buy back" PPE shares from Market (to hedge)
Because
.........est. at least 50 - 100 Million shares that borrow from EPF to short esp. Topglove + Harta + Kossan + Supermax (very minimal) & likely need to settle before end Jan 2021 with EPF ;

and

...........at the same time buy from market , imagine market share price PPE how would it perform ?


b. Biden Emergency Act : Super Billions fund to get PPE

i. Biden have 100 days to prove himself - super desperate to settle the Covid mess
- Biden Team is in execution mode : "BUY SPOT at whatever Price"

ii. Likely...... USA Custom may have no choice to quickly speed up & let go Topglove "bangla case" to allow 500 mil stocks to enter US Health care system , Top glove price will be in good position to price further


c. IF MCO close:
ASP price shoot up "X 10" to the sky rocket
NB: Malaysia produce 60% - 70% of "World" nitrile gloves

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "still wanna sleep" mode ???

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "still wanna sleep" ???

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "still wanna sleep" ???

Indicators of PPE to be "popular"

a. 20 Jan 2021: Maybank Kim Eng says to keep some glove stocks in your portfolio

b. 21 Jan 2021 : Biden signed Emergency Act to Purchase PPE

c. Nasdaq Indicators : Warren Buffet Chart - Extreme Over bought

d. 24 Jan 2021 : Euro Chamber - warning the Euro business members of 04 Feb 2021 lockdown

Be prepared for the funding switch.

Indicators of PPE to be "popular"

a. 20 Jan 2021: Maybank Kim Eng says to keep some glove stocks in your portfolio

b. 21 Jan 2021 : Biden signed Emergency Act to Purchase PPE

c. Nasdaq Indicators : Warren Buffet Chart - Extreme Over bought

d. 24 Jan 2021 : Euro Chamber - warning the Euro business members of 04 Feb 2021 lockdown

Be prepared for the funding switch.

Indicators of PPE to be "popular"

a. 20 Jan 2021: Maybank Kim Eng says to keep some glove stocks in your portfolio

b. 21 Jan 2021 : Biden signed Emergency Act to Purchase PPE

c. Nasdaq Indicators : Warren Buffet Chart - Extreme Over bought

d. 24 Jan 2021 : Euro Chamber - warning the Euro business members of 04 Feb 2021 lockdown

Be prepared for the funding switch.

Putrajaya mulls total economic shutdown after Feb 4 if Covid numbers don't improve, Eurocham Malaysia tells its members
Sunday, 24 Jan 2021 10:39 AM MYT

Coming from Euro Chamber of Commerce ........Headache ...... high certainty.

Putrajaya mulls total economic shutdown after Feb 4 if Covid numbers don't improve, Eurocham Malaysia tells its members
Sunday, 24 Jan 2021 10:39 AM MYT

Coming from Euro Chamber of Commerce ........Headache ...... high certainty.

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

Gloves On or Off : go & watch the youtube

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

https://www.youtube.com/watch?reload=9&v=kvZLCpAubRk&t=6979s

Gloves On or Off : go & watch the youtube


After Biden Announcement : Emergency Act for PPE on 21 Jan 2021,

1. Thai PPE Stock : Zoom Up

2. China PPE Stock: Zoom Up

3. Poland PPE Stock :Zoom Up

Malaysia PPE stock : in "sleeping" mode ???

After watching at Glove In or Off detail RSS detail analysis (04 Jan - 20 Jan):

Seems Superman is smart i.e. not allowing EPF to come in , see what EPF did to poor Top Glove, Harta & Kossan........... i.e. why JP Morgan cannot find much share to do RSS.

Harta have plenty of money, better buy back EPF shares.


Better strike out EPF for good as it mess up the KLSE market.

After watching at Glove In or Off detail RSS detail analysis (04 Jan - 20 Jan):

Seems Superman is smart i.e. not allowing EPF to come in , see what EPF did to poor Top Glove, Harta & Kossan........... i.e. why JP Morgan cannot find much share to do RSS.

TG have plenty of money, better buy back EPF shares.


Better strike out EPF for good as it mess up the KLSE market.

After watching at Glove In or Off detail RSS detail analysis (04 Jan - 20 Jan):

Seems Superman is smart i.e. not allowing EPF to come in , see what EPF did to poor Top Glove, Harta & Kossan........... i.e. why JP Morgan cannot find much share to do RSS.

Better strike out EPF for good as it mess up the KLSE market.

I've watched today below youtube

"Gloves On or Off"

https://www.youtube.com/watch?v=kvZLCpAubRk&t=6979s


Key summary:

1. RSS is in having paper loss estimate Ringgit 200 mil todate
(accumulate from 04 Jan 2021- 20 Jan 2021)

2. Short Sellers borrow from EPF require to pay interest daily to short

3. Top Gloves and Harta annonuces high dividend - Shorties need reqiure to pay EPF
........ including dividend : double whammy for shorties


5. All bad news for Top Glove already factor into the share price

6. Biden Administration could not be bother about Top Glove - bangla case -
i. Biden more pressing urgent tasks are to get PPE (including gloves)
ii. Biden have 100 days to quickly sort out the US Covid mess.

7. Global Glove demand still in great shortage

8. Costs of producing gloves in Malaysia & Thai have great advantage over China

9. Etc

Super detail analysis of gloves stock for All companies in Malaysia & other China & Thai companies.

See the great presentation & judge yourself.

I've watched today below youtube

"Gloves On or Off"

Key summary:

1. RSS is in having paper loss estimate Ringgit 200 mil todate
(accumulate from 04 Jan 2021- 20 Jan 2021)

2. Short Sellers borrow from EPF require to pay interest daily to short

3. Top Gloves and Harta annonuces high dividend - Shorties need reqiure to pay EPF
........ including dividend : double whammy for shorties


5. All bad news for Top Glove already factor into the share price

6. Biden Administration could not be bother about Top Glove - bangla case -
i. Biden more pressing urgent tasks are to get PPE (including gloves)
ii. Biden have 100 days to quickly sort out the US Covid mess.

7. Global Glove demand still in great shortage

8. Costs of producing gloves in Malaysia & Thai have great advantage over China

9. Etc

Super detail analysis of gloves stock for All companies in Malaysia & other China & Thai companies.

See the great presentation & judge yourself.