Please wake up, yes Harta is good, no ESG issue, profit continue but if people want to throw, there's no reasoning, short term can go very low and stay low very long, only invest if you do not monitor share price often and only come back when market is good to reap your fruit.

Some contracts from ATA moved to VS, expect additional 1B revenue:

Customer X and US customer. Strong outlook from Customer X with order diversion from another contract manufacture following the recent labour issue. management expects to start production for the diverted 4 models in 3QFY22. With the availability of floor space following Victory’s exit, potentially there could be additional RM1bn revenue from the conversion of space. As for US Customer, VSI is currently running the production for 8 models and is expected to reach RM1.1bn revenue in FY22. Note that the margin contribution from US Customer is higher than Customer X. Furthermore, we understand that US Customer is the only one that is shielded from the component shortage as it mostly requires mechanical components.

What I know is that VS is getting more orders, seems like you are saying all EMS will eventually bankrupt, if so you can just sell your shares. Good for you and everyone.

It’s industry wide problem and don’t be too worried, the compliance cost is not just in EMDS companies but is usually shared with their big Brand’s customers

Cost will increase, that's true but it's just small money. ESG concern is cleared on VS and continually be improved, they will get more orders in years to come.

Yes already settled, Andy Hall already clarified in his statement. But you can continue to create fear in this forum haha.

Thanks sifu, really got reports from Andy Hall, hahaha

apple168 Wait for the detail reports from Andy Hall… share price 100% limit down…
06/12/2021 1:35 PM

No cut ties, received even more order, very busy! Wait patiently!

Higher volume from second half 12/4 pushing the share price from RM1.08 to RM1.15, VS is a good stock to add for many years to come, news is circulating about more orders/expansion/low risk on labour issues. Nevertheless, if can reach below RM1, RM0.8, I am happy to buy even more.

Good news announcing soon, stay tuned!!!

going to take profit and clear all dnex next week, slowly all in VS. With solid expansion and management, VS should be a beter choice,

VS bought more lands and awarded more contracts recently…

Time to accumulate, price should double in 1-2 years to come..

Other then Dyson, not to forget VS has Bissell, Keurig, Zodiac, new US customer... ESG audit every year by each one of them independently

2018 was not ESG issue, it was simply Dyson reducing orders and moved to ATAIMS

You see how VS management dealt with Dyson case back in 2018 already know they are capable and visionary.

Wont suddenly pull out and cancel all orders one la, now only wanting to investigate, even if there're findgings later, VS will be given time to mitigate and resolve. Imagine if all rumours are cleared and clarified without major issue, VS ESG grade will be upgraded and stand to win even more contracts, just need to be patient.

kimpau on Oct 15, 2021 9:56 AM | Report Abuse

golden black horse - Hiaptek!!! heading to RM1.xx very very soon!!!!

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Bro you ok? 25% down you ok? ok good good, hahaha

Very good VS, on track to double sales and profit in a few years time, follow boss, be patient!

Wah how to invest like that, analysts report no credential at all, really no point of reading, suka suka tell you RM100, suka suka RM3, RM1.8...

make sense also wo, ok la IB doing their job, those who get caught is their own business hahaha

Wa very confusing, TP RM5 suddenly become RM2.5, next month become RM1.25?

Boss also dunno his business can raise double/drop half in value suddenly. Analysts win ady.

Wa last time CBP ban then say huge impact to earnings and downgrade coz cannot sell to US anymore, now CBP ban lifted then say no impact, contribution is small, etc.. win liao lo..

No people buy also nvm, shorties all rushing to close position hahahaha

If ADR dropped 10-20% yesterday, haters come out and say glove GG, now ADR raised 70%, also say glove GG, okok you win xD hahahaha

Those who've sold earlier at a loss now trying hard to calm and convince themselves, thinking if they should enter topglov again hahahaha

Those short term looking for quick money pls dont buy, you are better off playing in penny stocks. If glove business not good can go HK listing? Supermx willing to spend so much and build factory in US? Only those who bought after July 2020 seeing paper loss, not even one year.

TG really strong, still raised from RM1.5 to RM5.5 after just one year of investing.

Guys, please keep quiet, let those who want to sell faster sell, hahahaha

No use taking action against Macquarie, they have disclaimer in their report that they are not liable for any loss as a result of any transaction. As investor yourself, you have to be pandai-pandai and take care of your own money, be responsible for your own action..

Amazing Topglov, raised from January 2020 RM1.5 to RM6.45 now.

Genm making 300% or 1000% more profit like Topglov? 10m depleting Topglov cash? hahaha

Guys if you wish to get some latest reports from IB can try, Maybank latest report is in there too.

https://sginvestors.io/sgx/stock/bva-top-glove/analyst-report

haha once ppl bought all the good news high ASP high TP come out, once ppl sold all the detention vaccine oversupply come out.

Bond money used to reduce debt, as bond converted to company shares, TG pay less interest, share dilution is the cost but looks like a good deal.

Seems like a lot of people buy and expect to earn money immediately, cannot la, stocks you need to hold one... maybe next 3 months still RM15-16 and one week shoot up to RM20. never know one la..

Aiyo price high say too expensive, price low scare it will go lower, no one knows where will the price go in short term, including Tan Sri, but in long term definitely positive, the lower you buy, the more positive it is

No need la, RM25-30B revenue can become fortune 500 liao

Topglov is on the right track to Forbes 500 in a few years, will attract more foreign funds and another round of re-rating, hold tight, and do not lose the opportunity to buy the dip!

Keep in mind that this QTR result is not the strongest! Same to other top 4 gloves companies! Glove = Gold, still true for few more months at least.

People buy topg not only because of COVID, but long term new norm of the importance of gloves in many industries, imagine people from China and India use just one extra glove each year.

Wake up lo, TG is in KLCI you thought play play? hengyuan? hahaha TG RM20-25 no problem.

Yea confirmed 11th June

PE40 say high, PE60 say high, PE80 also say high, only look at the price but never look at future cash flow and earning...

Below qoq or yoy? Kinda expected if qoq.

In 2018, Dyson contributed to 33% of VS revenue, say it's half in FY2019, revenue may go back to 2017 level, assuming no growth from other major customers. Take away ~20% profit due to arising cost pressure, net profit can be at 2015-2016 level. It's not encouraging but not too bad, factory and facilities are ready and we just need to trust that management can bring in new customers.

Singapore do motor only and is enough to bring up EMS in Malaysia by box build order, now Singapore do EV, I see it as very good news.

Vitrox will likely go back below 6, after 1:1 bonus issue hahahahaha

Amazing results from VS!

VS foreign workers get paid minimum RM1.5k++