hi jon, good evening....

let me share with you a very good article in i3.....
https://klse.i3investor.com/blogs/ss2020_vaInv/2020-07-20-story-h1510636040-Bonus_issue_of_Top_Glove_Hartalega_Kossan_and_Supermax.jsp

-so your opinion would be long term holders are idiots? the greatest fools too? :p
-you use 'supermax/glove companies'... so your article also meant Top Glove too? :)

lastly....
i think in life there's 3 situation....
1)you fall in love, you chase and you succeed....
2)you fall in love, you chase and failed....
3)you stand by the side wondering if the girl is perfect before you decide to go after, but then the girl left.....

jon, i am not guru or sifu, neither am i a multi-millionaire... but i can tell you this - please, please.... don't always choose 3

hahahaha.... good luck!

@jjkian1 nothing is easy about investing haha.... did you listen to the podcast? the boss said his cis tester going to be 2-3 times faster than those in the market now.... and china jv gonna do the work selling in china, you just sit there collect money lol.... i also don’t know, wait results out everyone will know lor :p

aemulus' game changer.... cctv & surveillance camera testers.....

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/aemulus-enters-multibillion-dollar-global-cmos-market-with-china-jv

hmm interesting.... btw, so is there gonna be a part 2 where you gonna write about Kpower & SCIB? i am waiting with bated breath...... u see, i read from somewhere you invested following tips from a disqualified accountant/retired fishing uncle (no offence to him, if any, i apologize in advance:p) and i hope that's not true.... is it? :)

ohhhh i see.....

thanks for the insight lol.....

i hope the rps will go ahead because i don't see any other way the share price will appreciate without it... i mean it's not actually tracking inari's share price, neither will there be any chance of special dividend from the inari disposal.... unless they announce they bought some special company la but that's even more remote as of now...

anyway, i do understand your objection to the rps, also it's within your rights for that as a shareholder, so it's ok....

hi Sslee, good evening....
do you think the RPS with free warrants is 'dead'? i think many people here worries about this, including me, hehe.....

the exercise price is $0.076..... i guess the basement price now is at least 8sen....

26-Aug-2020 Others 5,000,000
Registered Name Tan Sri Datuk Tee Hock Seng, JP
Nature of Interest Direct Interest
Description Exercise of SIS

philip, you are arrongant la, before even you mention my comment in the next post you ask for portfolio la my pick la, this is how you bully people here..... you are so arrogant until no one dares or even bother to tell you that here.....

no one wants to quarrel with you, you started it.... don't say i was disrespecting people when you don't know my feeling while i was writing the comment, like i said, it was meant as joke..... if Sslee not happy about it he can scold me here and i will apologize to him sincerely.... you go and buy your PChem and your Gkent la, did i go there and disturb you?

lastly.... amazing how you assumed my age is and how young i am, well, thank you!.... it's amazing to realize what we human beings can do behind a userid compares to when they're on their real identity :)



Posted by Philip ( buy what you understand) > Aug 31, 2020 5:36 PM | Report Abuse

I'm not sure about the arrogance part, but I am ticked off by your comments trying to tell people what to do and telling them they missed the boat when you yourself didn't say a subtle comment about topglove that you supposedly owned at 3++, in what way did I show off? The only reason why I am posting my portfolio is so that my comments and purchases line up with my results in my portfolio. I have never showed off, you don't even need to see my results just the % performance.

At least when I buy topglove I post it, and when I top up I post it, and when I sell it I also post it.

All you have are the comments of a rude young kid.

Just joking ok?

>>>>>>>>>>>>>
Posted by Philip ( buy what you understand) > Aug 27, 2020 7:18 PM | Report Abuse

Blood7 you seen to be very good at commenting, mind to share your portfolio so we can see what stock picks you have done and your results so far?

hi philip, what did i wrote that makes you think i don't respect Sslee?
.... i have utmost respect for him; he has such humility, talking and joking to poor people like me, never brag about how much he has, even it's public record here he has millions.... :)

ok so you want to teach others on humility, but how about yourself? every time you open mouth is to ask people to show you their portfolio first, i mean, why so arrogant? sigh.... is it because you think you are old and you have multi-million ringgit you're entitled to behave this way? don't la hahaha..... and another thing, you post you have so much money you not scare people target you for kidnapping ah? this is no joking matters you know......

my portfolio not good ah? lol it's ok, as long as i myself is fine with it, then it's not a problem.... for malaysia, my top holding is top glove, i am not rich enough so only have 13k shares, average cost rm3.68, as this is my core long term investment even rm30-35 i won't sell, at least until new and better company comes along or the fundamentals warranted....

lastly, in the spirit of MERDEKA.... i wish and hope everyone will 'merdeka' and return as a better version of themselves, and of course make lot of money in the process!.... good luck!

Posted by Philip ( buy what you understand) > Aug 28, 2020 4:11 PM | Report Abuse

Oh I thought you had good stocks holdings, but you do realize sales is a millionaire share holder right? With your trading you should be more respectful of sslee as he has a far bigger portfolio than you. It might be good to be respectful of your senior, at least until you feel brave enough to post your own portfolio and your own great returns instead of commenting on others.

just curious Abdulhamid.... your friend very smart ah.... just queued there at 5c and just right he got it...... so nice, i also want :)


Abdulhamid My fren bought wa 1c 1.1mil units.
Sold at 5c to get back bk cost

He told me this counter wont surge bcos tee still not collected enuf share

Conclusion- it wont surge unless market very hot
28/08/2020 10:44 AM

hi good morning philip, i already told you my portfolio before, please check at your thread ... no major changes since, just some trading positions change, that's all...

Philip ( buy what you understand) Blood7 you seen to be very good at commenting, mind to share your portfolio so we can see what stock picks you have done and your results so far?
27/08/2020 7:18 PM

wait until your neck long lah..... right time? when interest rate is 4%.... "then how they make money now?" they relying on investment income so their IB buying gloves & tech.... why not instead just buy gloves and tech too? ohh it's too late.... because too busy with Insas, TAE, Jaks, GKent and following philip's picks until you missed the boat hahahaha.....

just joking ok, midnights drive me crazy like a werewolf :)......


Posted by Sslee > Aug 26, 2020 10:55 AM | Report Abuse

Haha rogers123,
Now I am waiting for the right time to buy bank stocks.

...especially pharma & penny stock punters..... don't be conned by syndicates ok....

https://www.cnbc.com/2020/08/26/malaysian-retail-investors-pile-into-stocks-help-market-recoup-losses.html

hi all, i have sold my Petchem long ago, so not here not ask people buy or sell or recommend anything... just want to highlight my observation on the article below... that is :-

PetChem as the biggest petrochemical company cannot produce and manufacture nitrile butadiene alone by itself? no money? no expertise? or not competitive?.... i think as investors we need to think about this.... perhaps discuss with Philip and seek his view? i think some people followed him to invest this counter....

on the other matter, looks like LG Chem is very good..... PetChem wants to work with them; they are the world's biggest EV battery producer and Tesla buys tonnes of batteries from them, i did recommend him LG Chem over Petchem before.... but anyway no point lah since it's not listed here we can't buy it here and also their share price already shoot up to the moon......


Posted by izoklse > Aug 25, 2020 5:26 PM | Report Abuse

Huraiii PETRONAS Chemical going for Gloves

PETALING JAYA: PETRONAS Chemicals Group Bhd (PetChem) and LG Chem will venture into the rubber glove industry and have inked an agreement to build a nitrile butadiene latex (NBL) manufacturing plant at Pengerang Integrated Complex (PIC) in Johor.

PetChem said in a press release that this facility will further help strengthen Malaysia’s position as the largest exporter of rubber gloves globally.

“Construction of the plant will begin in 2021 while production is scheduled to start in 2023. When completed, the plant will have an annual NBL production capacity of 200,000 tons, ” it said.

https://www.topglove.com/App_ClientFile/7ff8cb3f-fbf6-42e7-81da-6db6a0ab2ef4/Assets/IR%20Presentation/TG%20Website_English_210820..pdf


Posted by berry > Aug 26, 2020 12:16 PM | Report Abuse

has anyone got the Topglov EGM slides please post here to share... I have them in my telegram groups

Maybank......

Undemanding CY21E PE of 12x; maintain BUY 2Q20 net profit doubled QoQ on a small ASP hike (+3-5% QoQ), higher sales volume (+6% QoQ) and higher operating leverage. We expect its 3Q/4Q net profit to jump 1.5x/2x QoQ respectively as Kossan raises its ASPs aggressively, in order to match that of market. Maintain our earnings forecasts, BUY call and TP of MYR19.50

Lumber prices soar to all-time high on renovation demand....

https://www.ft.com/content/2e142bd2-8f17-40e7-8f2f-e5746ceb2224

timber stocks gonna fly this quarter.....

LION FOREST INDUSTRIES BHD
25-Aug-2020 Quarter Result on 30-Jun-2020[#4] QoQ 1,052.07% YoY 563.66%.

kossan's outlook, let me summarize :

ASP :
july :- 15% above june
august :- 25% above july
sep to dec :- min. at least 5% above each month - "....we will definitely see a significant quarter-on-quarter increase in average selling prices in the 3rd quarter and especially in the 4th quarter of FY2020..." quoted the management.

ADDITIONAL CAPACITY (a.k.a. spot orders) :
"....with additional capacity of around 15% - 20%, management is confident of a further step-up in revenue and profit growth on a quarter-on-quarter basis in the 3rd quarter and more significantly in
the 4th quarter of FY2020." quoted the management.

super good result..... congrats all holders!!

all my 4 gloves counters give bonus shares!..... harta i sold too early, anyway turned out no bonus, so correct in the end to concentrate on the other 4 counters lol.....

Kossan bonus issue!.... nice..... as predicted :)

harta the odd one out, maybe next year lah.......


Posted by blood7 > Aug 22, 2020 7:08 PM | Report Abuse X

Malaysia Top 5 glove makers :-

Top Glove -bonus issue approved
Supermax - bonus issue approved / treasury share dividend declared
Riverstone - bonus issue declared
Hartalega - ???

KOSSAN - akan datang after results next week?

Lumber prices soar to all-time high on renovation demand....

https://www.ft.com/content/2e142bd2-8f17-40e7-8f2f-e5746ceb2224

wow.... today i added NOTION and KAREX, what a contrast of fate this 2 company news today... let's see tomorrow what happens to both.......

https://klse.i3investor.com/blogs/gloveharicut/2020-08-24-story-h1512509893-KAREX_is_a_GLOVE_Company.jsp

wah so now i have TopGlove, Supermax, Kossan, Riverstone.... and KAREX!!

it's OBM & ASP play.......

"Our manufacturing experience, cost competitiveness and breath of offerings are compelling competitive advantages that will
allow us to capture orders within the condom space that has been shifting from a government subsidized model to one that is
more commercial in nature during recent times. In addition, our branded segment is also expected to expand into new
regions during the year, enabling us to continue to capture a greater share of the value within the industry."

James thinks Karex is the TopGlove (world no.1 producer & volume) & Supermax (OBM & ASP) of the condom world..... well, at least this is the best analysis so far for the share price increase rather than the incessant speculation that they are making gloves soon.....


Posted by James Ng > Aug 22, 2020 8:49 PM | Report Abuse

https://klse.i3investor.com/blogs/general/2020-08-22-story-h1512480291...
[转贴] [Video:浅谈KAREX BHD, KAREX, 5247] - James的股票投资James Share Investing

@jvw1520 please read the article below, but if you're newbie maybe you will get more confused lol......anyway this are my answer 1) of course the RI will dilute your shareholding 2) good or not you have to decide yourself, the article is just a guide.... 3)the share price will start adjusting when RI is approved (usually lah but can't guarantee, hahahaha...)

https://klse.i3investor.com/blogs/starringpresbhd/2020-07-26-story-h1510751236-Something_is_brewing_within.jsp

jvw1520 Hi guys ... just curious how is the RI impact the share prices ...?? Will be good for the shares holders or otherwise??? When then the price drop? Newbies... tq

AHMAFRM:MK Affin Hwang Multi-Asset Fund 1
Total Assets (M MYR) (On 08/19/2020) 172.218

the info above from bloomberg ..... i invest in all kind of funds, i can tell you it's very strange for multi-asset fund to have a huge concentration in 1 holding..... 65,000,000 shares just in fund 1 and 32,000,000 in fund 3, just mind blowing.... that's why i am holding to see what's happening.... and that's my reason, i suggest you think about your reason(s) on why you buy and when to sell, and stick to your plan....


Posted by pantor > Aug 22, 2020 8:23 PM | Report Abuse

I also bought at about 52 Sen. I wonder to keep for rights issues or sell? Any catalyst for further upside?

i bought at 0.515, make so much money after up more than 100%... thought of taking profit but i see Affin Hwang bought so much for their multi-asset fund 1 & 3 until become majority shareholder for both funds.... not sure what rendang curry they are cooking, but will stick around for a while to find out....

Malaysia Top 5 glove makers :-

Top Glove -bonus issue approved
Supermax - bonus issue approved / treasury share dividend declared
Riverstone - bonus issue declared
Hartalega - ???

KOSSAN - akan datang after results next week?

up almost 20sen already every holders should be happy lor... no need to go limit...

they also don't know one lah, no one will know, those who know won't be shouting here lol.... today friday already no news whatsoever so nothing lah, think have to wait result out then we see.....

hi @john1102 what's the problem with you bro? relax lah.....
you also just show up and bash people when share price up, down also you never here, me also the same price up i come here and see.... why are you so unhappy with other people promoting? let them promote lor...it's a free world lah....


Posted by john1102 > Aug 21, 2020 3:53 PM | Report Abuse

haha..those diam diam now... later push up then talk cock

ok...


Posted by joyvest > Aug 21, 2020 7:00 AM | Report Abuse

Blood 7..in notion group.

so Karex wants to be like supermax become the OBM king for condom? lol...



Posted by Trader9 > Aug 21, 2020 10:32 AM | Report Abuse

Just a note to share: Karek not going into gloves. Read more: https://www.thestar.com.my/business/business-news/2020/08/18/insight--...

madam still buys share everyday...

18-Aug-2020 Insider MADAM GOH YIN (a substantial shareholder) acquired 300,000 shares on 17-Aug-2020.
18-Aug-2020 Insider MADAM GOH YIN (a substantial shareholder) acquired 300,000 shares on 14-Aug-2020.
18-Aug-2020 Insider MADAM GOH YIN (a substantial shareholder) acquired 112,500 shares on 13-Aug-2020.

very quiet here.... 'cos many people either sold or got flushed out last week during the vaccine sell-off.....

yo @joyvest.... may i know what's your TP for Notion?.... i just bought in again early this week at rm1.07 after stupidly cashed-out at rm0.83 before it shot up.......

local version.....

https://www.theedgemarkets.com/article/5000-surge-makes-medicalwear-firm-singapores-top-stock

local version...

https://www.theedgemarkets.com/article/5000-surge-makes-medicalwear-firm-singapores-top-stock

"...Malaysia’s Top Glove Corp. has jumped 477% to become the biggest gainer in the MSCI Asia Pacific Index." .....

however, the best performing stock in Asia is Medtecs International, surged more than Supermax or any glove stocks here, and it's still cheap.....

https://www.bloomberg.com/news/articles/2020-08-19/a-5-000-surge-makes-medical-wear-firm-singapore-s-top-stock

"...Malaysia’s Top Glove Corp. has jumped 477% to become the biggest gainer in the MSCI Asia Pacific Index." .....

however, the best performing stock in Asia is Medtecs International, surged more than Supermax or any glove stocks here, and it's still cheap.....


https://www.bloomberg.com/news/articles/2020-08-19/a-5-000-surge-makes-medical-wear-firm-singapore-s-top-stock

more shares purchased.... why they announce separately in separate days?

18-Aug-2020 Insider TAN SRI DR LIM WEE CHAI (a substantial shareholder) acquired 200,000 shares on 17-Aug-2020.
18-Aug-2020 Insider TAN SRI DR LIM WEE CHAI (a substantial shareholder) acquired 800,000 shares on 14-Aug-2020.
18-Aug-2020 Insider TAN SRI DR LIM WEE CHAI (a substantial shareholder) acquired 200,000 shares on 14-Aug-2020.

i checked Top Glove's analyst briefing notes..... butadiene is at rock bottom price ALL TIME HISTORIC LOW the last quarter...this is Superlon's main raw material so good results should be coming....

stupid putin.... vaccine will be useless... wasted 1 daughter......

https://www.channelnewsasia.com/news/asia/3-new-mutated-covid-19-strains-detected-in-south-korea-report-13007402

vaccine or no vaccine, make your own decision buy sell or hold and live with it....

https://www.politico.com/news/2020/08/14/coronavirus-supplies-ppe-shortage-fda-395560

wah Sslee now promoting Philip stocks, so you must be a 'mini-Philip' now?lol no Insas here confirmed lo you mini-Philip hahahahaha......


>>>>>>
Sslee Haha
Market is like herd mentality. You sell, I sell. You buy, I buy.
So if you sell can consider buying QL, Gkent and Serbak or Kpower or SCIB.
16/08/2020 8:12 AM

>>>>>
So the simple answer to why the share prices crashed after an excellent QR? FEAR, UNCERTAINTY, PROFIT TAKING, CONTRA, VACCINE. WHO KNOWS? Why should you care unless you BOUGHT HIGH something you didn't understand.
>>>>>

exactly, no one will knows why... according to KYY, investment bankers "pakat' to sell down the glove stocks all in tandem to scare you so that they can buy cheap again :) he might be right you know, monitoring the very strange live price action for these stocks nowadays....and also since short selling ban is in effect right, who knows what kind of stunts people does now to buy cheap? lol....

a lot of people has been offering opinions on buy or sell, and i agree with Philip - we should not panic - no FOMO panic buys at the high AND also, please, NO PANIC SELL when some tom dick and nancy shouting Vaccine!Vaccine! you must remember the reason why you buy and when you intended to sell in the first place.... and how about a third option? HOLD ....... i checked some of Philip's sell criteria : - (for example in my case of Top GLove)

-has the market changed? - checked, market is actually better for the company
-has the company's fundamental changed? checked, fundamental couldn't have been better now
-did i do my homework and check the results and financials so everything is in order? checked, record profit and collecting cash like scooping squids...
-how about buying price? checked, average cost at RM3.68...

so my conclusion - i HOLD, no reason to sell, yet..... besides, what to buy if i sell? so many rubbish companies in the market right now that won't even make any money for the next 2 years under covid.....

for those buying price lower than the market price now, may i suggest to you the 3rd option - HOLD?..... Tan Sri just spent >RM50mil of his own money to buy in more stocks this week, so perhaps have a little fate in him? if he burns i don't mind burning with him, anyway my capital is nothing compares to his.....