this last batch of gloves stock i wont let go... until I see majority China food stall restaurant start to use gloves for hygiene purpose....

got ahh... got lotte, duopharma... but just didnt comment there lor... :) ... here more fun

now Delta in Guangzhou now... scary... and mass testing ongoing...

India to glove distributor: we need gloves
India distributor: we have.. China intco nitrile top quality
India: sorry, no china gloves, and no nitrile coz its more expensive

INTCO down by 1/3 from 300 to 100.... that means Malaysian Gloves must up by 3X.... this is the rule of pendulum energy... this is the start of many good things coming... :)

true.. intco made a big mistakes... they expanded nitrile instead of natural rubber... they should have taken the opportunities to penetrate CHINA all sectors... healthcare food airline etc... instead they only focus on export nitrile to USA and Europe.... that's the danger, if USA ban Intco, then they have no where to go... China being Asia, still likes the theme renewable... most of the gloves are natural rubber and the biggest beneficiaries are Thailand + little bit of Malaysia....

Once Intco slows down, Malaysia will rise again...

intco medical down good for malaysian gloves....

due mah... not confirm also... FTSE russell to announce not Kenanga....

re: PJseow, I think tomorrow First Wednesday of June, Bursa will be announcing the semi annual review for KLCI...

Today boss share buy back... and also these few days before ex... collect dividend back for company :)

Wok, one thing confirm, those who listened to AGM was told by management, no more impairment, may potentially have revaluation gain... so really hopeful... but in anycase, market is always forward looking, with current rates doing good now, should be ok.... fingers crossed....

may also have revaluation gain on vessels... :)

"So long as BDI is above 1700, Maybulk will be nearing breakeven barring any unforeseen events. "

ok

https://makeagif.com/i/XndxHA

lol

"Supermax, is the youngest, naughty, restless, annoying and irritating, but when he shows his brilliance and on fires, even his two elder big brother get scared.. "

maybulk ships are Kamsarmax... need follow Panamax/Kamsarmax rates...

its possible... AIA and AIG offers marine insurance... they know what is the current market now...

" no more impairment loss this year"

very good to hear this... :)

any update from AGM?

after reading all the analyst reports, I think this is the situation:-
1) April to June 2021 - USD80 to 110 blended asp
2) July to Sept 2021 - USD80 blended asp
3) Aug to Dec 2021 - USD80 blended asp
4) Jan 2022 onwards - USD70 blended asp
5) End 2021 - Capacity = 36b
6) End 2022 - Capacity = 48b
7) Next QR - Final dividend + Share dividend
8) Announcement on US Plant in the future - raw material supplies in US UK etc... aplenty - first phase 15b
9) 2nd half 2022 and 2023 onwards, supplies from Chinese manufacturers will flood the market... however, their production cost is still higher
10) 30 to 40% net profit margin when supply and demand almost normalise... which is 2023 onwards...

as long as no EPS dilution, it's good announcement :)

RHBIB7 Super good news announcement

Wave 1 = 3.83 to 6.28 (closing) (2.45 difference) - completed
Wave 2 = 4.87
Wave 3 = 4.87 to 7.32 if wave 3 = wave 1, 7.89 if wave 3 = 1.236 * wave 1, 1.382 ratio = 8.8, 1.786 ratio = 9.24, 2Xratio = 9.76

:)

IB already collected enuff :)

yah... now is played by big boys....

QR will release in noon or after close today?

Toneefa, the potential for carepls to grow from 40mil pat to 400mil pat per quarter is there... Huge potential

last year no. 1 gloves = Carepls, no. 2 gloves = Super.... forsee this will happen this year too :)

Super and Carepls, with Carepls leading the pack... :)

ToneeFa Looks like this Qtr only SupermanX will fly leaving behind the rest.

confirm today got announcement?

Everyone will flood into glove in the afternoon after MCO 3.0 being announced

wow superman suddenly so strong... today announce QR?

ok roger

what is HRP?

follow Pang to top up, no wrong... :)

1mil or 100mil?

"Whether buy or not buy, Russia still have to pay for the 1 million doses. This is one of the terms n conditions in the contract as per mentioned by Mr.Eg."

re: Pang, this 60 to 80c is it based on this QR or taken into account next QR?

IMedic can support the share price from 60 to 80c..

The rest is bonus (vaccine)

pang finally back here :)

https://stock-market-holidays.org/2021-bursa-malaysia-stock-exchange-holidays/
Bursa said got holiday

this thing will be in super demand too... not only N95 mask...

https://www.prolexus.com.my/proxmask

can kill and inactivate virus....

tomorrow holiday...

dusti QR due tomorrow? Very good news?

pang, when is Superman QR? THis month or next month?

good time to keep collect....

lol... all panic... haha

2b pat is very tall order... 1.3 to 1.5b i think this range... My 2 cents... But next qr maybe a lot more... I think new plant is ready this or next month... 2nd Half 2021 will be even more exciting.. 3 to 6 b extra

Roger..

Pang want to ask.. Besides supermx, any other glove also u in?

i read back Uncle Koon articles, i think past most conservative TP by Uncle Koon is RM15 ler... :)

wah, this careplus... :)... superman must ready red underwear and fly like carepls...

haha... true but after many months later :)

uncle Koon also inside? Aiyo.... hate to have him here...

i think today can break 6.30 ler...

lol, so fake... over weekend, india news so serious... unless retailers really cannot think for themselves... nothing to blame but themselves....

独家】中资抢滩 美续严查 手套业背腹受敌
April 26, 2021
独家报道：萧维旸
疫情肆虐期间，我国手套生产商因市场需求热火朝天，而赚得盆满钵满，继而成为投资市场最大宠儿。
但好景不常，手套股备受热捧接近1年后，终在今年首季面临双重打击。