gloves forever....

https://www.cnbc.com/2020/07/22/dr-anthony-fauci-warns-the-coronavirus-wont-ever-be-totally-eradicated.html

gloves forever....

https://www.cnbc.com/2020/07/22/dr-anthony-fauci-warns-the-coronavirus-wont-ever-be-totally-eradicated.html

short term trade - i throw everything into GOLDETF (as liquidity instead of cash) and recently i put in a small stake in Insas - I think Leno might be right and SSLee is wrong on this one :)


Posted by Philip ( buy what you understand) > Jul 22, 2020 8:06 AM | Report Abuse

As for this statement I don't think it is accurate. I don't buy stocks based on share price or their movements. I buy based on how much money cash flow they can generate over a long term ( I usually try to look forward to 10 year cash flow) and earnings. However when the business structure itself changes, I will get out immediately.

I started out as a trader, and investing can get very boring so a little trade here and there does keep things interesting. I did PPHB@0.49 last year and star@0.25 this year short term trades, but I realized anything more than 1 short term trade a year I start losing money. That is how difficult I think short term investing ( below 1 year) can be...

>>>>Blood7, I am interested in your thoughts though, as the question is very interesting: sell my investments in Serba and buy WHAT?

Malaysia stocks? nothing - i think 90% companies here is not investable now and most of them hardly going to make money this next 2 years due to covid and economic factor... only gloves and tech going to make money but i think they are extremely expensive now because people has no choice, to get an outperformace for their portfolio they have to chase these same counters that's still making profit...

so nowadays as i slowly selling my gloves stocks, i just throw back everything in GOLDETF.... it's not liquid as the US GLD etf but at least i don't have to worry about exchange rate conversion...

>>>>Can you share also what stocks you are currently holding and what you would advice me buying over a long term?

M'sia portfolio - 45% gloves, 45% technology, 10% misc + liquidity
my biggest holding 1)Top Gloves & 2)Penta,
the other gloves i am holding are Kossan & Supermax,
the other tech are spread out Mi, Fpgroup, Inari, GHLSYS, GPacket
I am holding some stocks in Singapore - about 10% of my assets, and the rest is all international mainly in mutual funds and ETFs; heavily skewed in all kinds of Tech and increasingly now China/North Asia.

Long term wise, i think you need a little bit of tech, eventhough it's hard understand their business - renewable energy is not gonna kill your O&G, it's the tech.... fossil fuel cars are been phased out slowly now in the west and also china, and biggest event coming up this year is Tesla's Battery Day....

>>>>Currently at my prices serbadk is giving me 4% per year to wait and see, as well as good roe returns above 15% per year, net gearing ratio of 0.6 and 1.2 billion in cash.
Any ideas of a better long term investment? I would be more than happy to listen to something that you bought that you think is good.

can I suggest you this - an ETF called CQQQ.... i think it will be perfect to compliment your portfolio now; you have a lot of O&G and Malaysia stocks, CQQQ will diversify your sector and geographical risk and put you in one of the world's highest growth area + region....

good luck.... i bought long time already average around 0.63, now just waiting only....

by logic result should be green green... even with everything stays constant, the hand sanitizer revenue should do the job this QR... anyway i think the directors are not stupid, if result they themselves cannot improve then they buy for what?

taking off!..... next QR green green...

directors bought enough, just sit and waiting only now.... :)

SCGM, NOTION etc all face mask companies all moving,.... why NIHSIN so quiet? lol......


Trump also say wear mask.....

https://www.npr.org/2020/07/21/893230477/watch-live-trump-holds-press-briefing-after-hiatus

glad you found something else to do when not stuck to this GP lol.... tge is topglove? it’s ok i m a long term investor in TG, i just hold, my average cost is rm3.68 so i can sleep well just let it run, sometimes play with the warrants hahahaha.... and since i m gonna hold this long, even rm30 rm40 i won’t sell unless i can find another better company to replace, but sadly it’s getting rarer and rarer in malaysia :(

just hold on! soon will be time for Kossan to announce their bonus issue too. huat ah! :)

@Jumam2173 bro just hold on tight, i think too much effect for PCC to waste his time throwing away the company he built just for the sake of getting small change from manipulating the shares... long term holders will be rewarded i am quite sure...just shaking off the speculators and those hanging on our coat tails.... :)

haha thanks Agjl so far i got my Tesla in Supermax and TopGlove already :) but GP is still my Top 5 holdings so i hope it will be up there too....soon :p

Posted by Agjl > Jul 22, 2020 12:59 AM | Report Abuse

Blood7....admire u foe your faith in GP and sincerely wish you will get your Tesla real soon . Cheers!!!

this counter is crazy... people here are schizo love/hate relationship with the stock and PCC.... down everyone cursing but up all euphoric, said throw all already but secretly keeping the shares hope it will be back to the glory days of 1.65 and beyond..... in the last month, if one has sold all and invested in gloves or tech, one probably win back all the money lost here and more... but then this is a cult stock, holding on till it become Tesla....

btw, i still holding this GPacket and lots of warrants :) .....

>>>>>FYI, people can change their minds. Even Warren buffet sold all his airlines stocks a year after buying deep. Should we begrudge him that on his concept of long term investing?
and you
ok lah so i see bro, it's like midlife crisis getting a ferrari, i hope you come back to your roots, man.... this forum can be real poisonous.....

btw, i see you invested a lot in this Karim guy's companies.... i don't want to post this in open, but i should let you know why i used to hold this serba dinamik but i sold it all...

i use CNBC a lot, they got this annoying ad-blocker notice whenever i go to their website, i decided to disable my ad-blockers since i use this website a lot, the problem is after that this Serba Dinamik paid-ad keep popping up everyday promoting their VR (Virtual Reality) and Industrial 4.0 and selling themselves as a 'tech' company, that got me thinking - why is a leading O&G company in M'sia or even Asia trying to promote themselves as a 'tech' company?.... anyway i have no time to find out i just sold all, it was around 1.83....

you putting a lot of eggs in this guy's basket, so just becareful you don't know what this guy is up to and where all his so-called companies are heading....

moving too fast....slow down a bit please....

penta, mi, uwc, greatech, vitrox etc all good lah, no need to compare.... good things not cheap, cheap things not good - this is reflected in market right now....

what happened to the long number guy who came to this forum like a breath of fresh air, advocating long term value investing, that i admired so much then? i still do actually, so do take care and as always wish all the best to you.....

i think this forum is very poisonous, it can change people, inflate egos and make people's mind go crazy, so we have to becareful.... but that's my opinion only, i don't know....


Posted by Philip ( buy what you understand) > Jun 29, 2020 8:06 AM | Report Abuse

I find myself buying too many stocks lately, as the deals and heavy discounts keep coming up. This is probably the most fun and activity I have had in years, as things are getting cheaper and cheaper.


Posted by Philip ( buy what you understand) > Jul 21, 2020 12:43 PM | Report Abuse

bought uoadev shares @1.88 today. ex date 0.14 cents dividend tomorrow 22/7/2020.


Posted by Philip ( buy what you understand) > Jul 20, 2020 7:59 PM | Report Abuse

sold paramon today, I didn't like the purchase of land in klcc instead of hoarding cash for better deals at the end of the year. with the sinkhole coming up some more at their land purchase, its something that I did not like paramon doing.

Sold@0.88.

and JFTech had bloomberg article..... you wait bloomberg write about FPGroup, will also shoot up RM3 :)

JFTech has less share issued and less float.... also JFTech has better EPS and ROE.... anyway, this counter is OK, next quarter they will start their EV initiatives.....

Posted by stephenking > Jul 21, 2020 10:15 AM | Report Abuse

i also wonder why JFTech RM3? any person can explain?

sigh, why singaporean is always all about dividend, dividend, dividend?.... Top Glove give bonus shares they say why give bonus? it's useless, better give special dividend.... hopeless... better you go help them.....

only left FPGROUP that has not move up too much yet....

abd this is not about DK, i am sure he's a decent guy....IT'S the management! forever wants to take advantage of the hapless shareholders to collect cheap....

management integrity IS very important when comes to investing.... you see TA and TAGB for example, that old slimey fox will forever be slimey... if you guys have sold when the right issue was announced and invested in gloves or tech, you already made back all your loses here.... opportunity cost matters....

--------------------------------------------------------------
Posted by abang_misai > Jul 19, 2020 9:45 AM | Report Abuse

That is why 6 fund raising in 4 years


EdenOfSaudi1 Jaks lousy management. Their top management scold their employees like dog. They paid auditor under table in all their quarter results. My colleague used to be in the company’s finance department. He said employees there all together threw resignation letter at a same time

lol..... he's still the 'Godfather' behind running things, it's just he can't do it openly, can only do it mafia style, hidden hands.....

Posted by yfhew1 > Jul 19, 2020 11:15 PM | Report Abuse

Oic. Buy Stanley Thai is out of director board. He might not able to determine dividen, bonus or capital change

yes newbie who bought in 3 years ago dumb dumb hold until now huat already....

seriously, advice for noobs, please do your own due diligence ....don't come here listen to people shouting buy or sell and follow stupidly, it's your money so make your decision, if you cannot decide, then probably you should not be buying stocks at all....

https://www.thestar.com.my/business/business-news/2020/07/18/not-an-easy-market

https://www.bloomberg.com/news/articles/2020-07-19/a-1000-rally-has-glove-maker-stock-mania-outpacing-even-tesla

don't have to buy but for those have, HOLD on a bit longer and wait for further development.... foreign funds might be coming in....

TAN SRI DATO' LIM KUANG SIA 17-Apr-2020 Disposed 20,657,000

- last time BUY signal... dato asking you to buy, if you had sold, you lost big time and entirely missed out the gloves rally....


TAN SRI DATO' LIM KUANG SIA 13-Jul-2020 Disposed 5,000,000
TAN SRI DATO' LIM KUANG SIA 14-Jul-2020 Disposed 17,000,000

- this time won't buy but definitely won't sell, will HOLD and wait for further development...

come on lah guys, people still has hundreds of millions of shares left, can't he sell some to buy his family a really nice meal?

they also sold 50 million shares just right before the glove rally in March or April i forgot, so base on the theory that if boss sell you must follow too, then you already missed this glove rally altogether.

it's not totally cut off, only 12.5% of TG revenue affected (TG US revenue is 25% -half affected)

Idon't see anyone benefitting from this as the gloves shortage still on going, there is just no supply to cover TG's misfortune, maybe i can think of Supermax to benefit if they have extra, the rest are just OEM that already maxed out their production and have no pricing power....

Posted by Lukey_Greek > Jul 16, 2020 9:55 PM | Report Abuse

Which counters will be benefited the most if Top Glove couldn't access to US market? Market will only reward ppl with independent thinking & not the herd mentality.

if US supply drop due to TG, ASP will shoot up..... ASP up then Supermax OBM is the biggest benefactor....

counter suspended so no show later lol

actually quite stupid.... WRP ban was lifted precisely because of shortage, now they banned TopGlove lol....
maybe later tonight they will say mistake and lift the ban order haha....



https://www.malaymail.com/news/malaysia/2020/03/25/us-lifts-ban-on-malaysian-glove-maker-wrp-asia-amid-shortage/1849941

ASP will shoot up since big amount of supply cut.... buy Supermax...

vaccine? yes, it will come, but wait long long lah.....

https://www.theedgemarkets.com/article/hong-kongs-worst-virus-outbreak-persists-new-cases

https://www.cnbc.com/2020/07/15/us-reports-record-67400-single-day-spike-of-new-coronavirus-cases.html

vaccine? yes, it will come, but wait long long lah.....

https://www.theedgemarkets.com/article/hong-kongs-worst-virus-outbreak-persists-new-cases

https://www.cnbc.com/2020/07/15/us-reports-record-67400-single-day-spike-of-new-coronavirus-cases.html

https://www.scmp.com/news/hong-kong/society/article/3093176/hong-kong-third-wave-supermarkets-restrict-sale-essential

it’s coming....

https://www.scmp.com/news/hong-kong/society/article/3093176/hong-kong-third-wave-supermarkets-restrict-sale-essential

it’s coming....

can i short this put option?

wow... i bought the shares for their sengenics stake as a covid play, didn't even aware of the proposed rps.... after reading just realized so many stories behind, lol.....

https://www.nytimes.com/2020/07/08/health/coronavirus-masks-ppe-doc.html

shortage of hand-sanitizers in US, and everywhere!..... that's why major shareholder keep buying.......

https://www.nytimes.com/2020/07/08/health/coronavirus-masks-ppe-doc.html

https://www.nytimes.com/2020/07/08/health/coronavirus-masks-ppe-doc.html

https://www.cnbc.com/2020/07/07/brazil-president-jair-bolsonaro-tests-positive-for-coronavirus.html

don't kill, vegetarian best way to go....

https://www.cnbc.com/2020/07/07/cdc-says-9percent-of-meatpacking-plant-workers-have-been-diagnosed-with-covid-19.html

don't kill, vegetarian best way to go.....

https://www.cnbc.com/2020/07/07/cdc-says-9percent-of-meatpacking-plant-workers-have-been-diagnosed-with-covid-19.html

https://www.cnbc.com/2020/07/07/brazil-president-jair-bolsonaro-tests-positive-for-coronavirus.html

https://www.cnbc.com/2020/07/07/brazil-president-jair-bolsonaro-tests-positive-for-coronavirus.html

i keep thinking of this director's transaction, doesn't make any sense...

i think i too will queue some at 0.65 or below.... cut loss 0.625



MR BOEY TAK KONG 12-Jun-2020 Acquired 5,000 0.650

if you wrong means you wrong, not need to argue so much lah.... just invest in your stupid egg industry if you don't know your stuffs....

>>>>>>>>
Hartalega is the ONLY company in the world that produces antimicrobial glove

>>>>>>>>
Hartalega is the only company in the world that produces antimicrobial glove:

https://hartalega.com.my/innovation/latex-nitrile-glove-product-development/amg-antimicrobial-glove/

All other glove producers do not produce this glove that can kill bacteria.
>>>>>>>

NOT TRUE

https://www.biocote.com/partners/unigloves/

UG Healthcare(SGX:A41) has them too......