Fatt lan jar, Shouting, screaming and crying father crying mother so much here useless can't help u to release from trap in this counter, better go to beg funds managers come in to push up the price for u to release will be more effective.

U scold so badly on people show that u are so low character.

Remember by end of this month June should have takeover announcement ah.

Any update of takeover news ah?

MC33, currently market price is $3.6x refer to the highlighted part of statement made by fund manager.

（吉隆坡16日讯）尽管分析员纷纷喊买手套股，但基金经理仍对劳工课题悬而未决、竞争愈发激烈、平均售价下滑这三大课题抱有疑虑，进而选择观望。

辉立资产管理公司总投资长洪国兴，接受《南洋商报》电访时直言，现阶段不会买进手套股，因其估值还没达到具吸引力的水平，且未来股价下调的可能性极大。
##########################
,“目前手套股估值，仅处在合理水平, 还不够吸引，因此我不敢贸贸然买进。”
##########################
提及造成股价、盈利、产品平均售价回落的原因，洪国兴直指市场竞争愈发激烈。

“疫情期间，国内大型手套公司股价、盈利双双暴涨，难免引来各国公司进场分一杯羹。随着供应增加，手套平均售价将面临回调，这不利于国内手套股。”

Actually during pandemic all glove counters including supermx with their ASP, glove demand, EPS and stock price already at the peak. Thus all these are now declining from the peak as pandemic nearly under control over. Do u think after the pandemic all the glove stocks including supermx price still can go up rocket high and stand at high level as in the pandemic or the price just remain at low level after its dropping? Do u think any other factors other than pandemic issues can stimulate the glove stocks including supermx price to go up rocket high post-pandemic?

Most likely all the glove counters including supermx would just stand at their fair value price post-pandemic. What is the post-pandemic fair value of glove stocks like supermx? Some funds managers said the current market price almost reflect their post-pandemic fair value but tends to drop further down due to uncertainties of ASP drop, glove demand drop, glove oversupply and US CBP effect. Thus if the current market price reflects its post-pandemic fair value means later even after the stock price drop further down and then rebounds up trend from its bottom the most would only go up back to its fair value level that is around the current market price only can't go up much higher.

Thus if supermx current market price around $3.6x reflects its post-pandemic true value according to some funds managers view, even later it drops further down and then rebounds from its bottom mostly would go up back to its fair value as reflected by current market price as now $3.6x only. That means supermx market price post-pandemic might stand around $3 plus if up and down might be in between $2 plus and $4 plus only hardly to go up above $5. Thus those trapped above $5 and $6 onwards hardly can release even have rebounds.

For many traders just focus on TA using all kinds of tools like chart analysis to predict the price movement and the stock trend aim to make profit from price difference and never bother the FA of company which is unimportant to them. Thus if traders using their skills still can beat the market to make profit from the stock of company making loss and poor fundamentals. Not necessary people must buy stock of good company fundamentals to earn money. There are many ways of how people make money from stock market. Only the long term investors intend to hold the stock for long period number of years for capital gain and dividend return have to see the good fundamentals to ensure the company won't bankcrupt and profit making in future. Depend on what type of investors u are.

Yalah, all the counters in Bursa very bad only glove counters especially supermx are good? Very rare to have people only focus on one sector counter only and seeing other sectors counters are bad. These are really abnormal ones in stock market.

Nobody here asks anyone to sell. It's just some trapped retailers curious to think like that bcoz they scare the stock price to be sold down and they are left to be last batch of trapped ones. People just post some views and comments here only, don't be so sensitive and curious thinking.

U can choose don't sell just hold it tight tight as many of u already said since end of last year when price stood at $7 and $8 but u would see your investment value declining along with the stock price dropping over the time. If u still feel happy with that it's OK.

独家】三绊脚石拦路 基金经理对手套股却步
Nanyang Wed, Jun 16, 2021 10:28pm - 1 day ago

独家报道：萧维旸

（吉隆坡16日讯）尽管分析员纷纷喊买手套股，但基金经理仍对劳工课题悬而未决、竞争愈发激烈、平均售价下滑这三大课题抱有疑虑，进而选择观望。

辉立资产管理公司总投资长洪国兴，接受《南洋商报》电访时直言，现阶段不会买进手套股，因其估值还没达到具吸引力的水平，且未来股价下调的可能性极大。

“目前手套股估值，仅处在合理水平，还不够吸引，因此我不敢贸贸然买进。”

提及造成股价、盈利、产品平均售价回落的原因，洪国兴直指市场竞争愈发激烈。

“疫情期间，国内大型手套公司股价、盈利双双暴涨，难免引来各国公司进场分一杯羹。随着供应增加，手套平均售价将面临回调，这不利于国内手套股。”

中国是最大竞争者

他续说，纵观各国手套增产计划，中国业者无疑是最具威胁的竞争者。

另外，一位不愿具名同时熟悉中国市场动态的基金经理，对《南洋商报》指出，尽管中国生产商，仍在原料取得方面遭遇挑战，“但大家别忘了，中国公司的优势是资本雄厚，因此要解决这一项问题，应该不难。”

他也相信，随着我国手套公司在劳工课题上碰壁，和环境、社会与监管（ESG）课题愈发受到重视，中国公司会大幅进行改善，避免步顶级手套（TOPGLOV，7113，主板保健股）后尘。

丰隆投行研究分析员早前指出，中国手套业者扩产后，会优先满足国内需求，因此我国手套公司市占率，遭受的冲击有限。

该不愿具名的基金经理则认为，若美国海关和边境保护局（CBP）未解除对顶级手套的禁令，将有更多欧美客户，转向与中国生产商取货。

“考量到欧美客户愿意给予溢价，不排除中国业者会选择外销。”

疫情牵制扩产计划

至于国内手套股4大天王的增产速度，是否能挽救全球市占率？

两位基金经理均不置可否，因各公司会否照着原定计划增产手套，目前还是一大疑问。

该不愿具名的基金经理说，若疫情受控，国内生产商可能会放慢扩产脚步，“一切视疫情而定，现在还充满不确定性。”

洪国兴则表示，若我国业者按照计划扩产，将加剧供应过剩、平均售价下滑的问题。

Areca资本总执行长黄德明则向本报表示，对手套股持“中和”态度。

“如今还很难评估，未来手套、销量和平均售价会是如何。”

About ASP and oversupply of gloves

https://youtu.be/xgb3sXkRYgM

ASP dropping calculation based on top glove quarterly results report

https://youtu.be/Y5IZgdOpSTs

Someone said who sell at current price is fooled. What's about funds selling at current price? Are the funds managers fooled.

Towards $3.50, prepare bullets or mouth to top up.

Many trapped ones here already become crazy of thinking all sorts of funny things like takeover issues to happen in future. They just innocent to act like the directors and the boss of these companies to know and to decide such things on as they mentioned.

No one except funds can influence the stock market price. If anyone here think that someone can influence the market, he is sure crazy already to blame this and blame that for price dropping.

No need to argue so much every thing just let time and market to present it. Market would tell by next year onwards.

Don't worry when the EPS drops lower due to lower ASP and lower profit margin later in next year, PE will rise but not as high as u say.

Just logically think when pandemic over later with lower ASP, lower company profit earnings and lower glove demand in later time next year, whatelse means any favourable factors can stimulate the buying force and the funds buying to push the stock price up to high level for the high PE as u say. Without the push by funds and only the retailers trading, stock price can't go up high. The only way for high PE to happen is the significant drop of EPS.

It might be stock price normalized to slightly higher than pre-pandemic level with low PE. PE might not go back to pre-pandemic level.

With the current ASP and current company profit earnings still at high level, stock price can't go up much already. When ASP and company profit earnings further drop to lower level in the coming time next year, do u think stock price can go up for the PE 20 to 30 as u say? Think logically. Without the support of high ASP and high company profit earnings, can the price go up rocket high again?

Nobody is sensitive except u bcoz u have trapped a lot in this counter can't release that make u under mental pressure just all the time keep on shouting, screaming and crying here.

My nickname already displayed the facts that glove counters finished game and finished story. Do u think now the glove mania, glove supper bull story and game still on?

No matter how u trapped retailers talk badly on those who post views and comments that u think negative and unfavorable, u can't change the facts of stock price dropping which presented by the market, the decline of ASP, glove demand and company profit now even u dare not face and dare not accept it. Even how u denied the views and comments posted here since end of last year but all these really already become the above stated facts. Blame and correct yourself don't simply blame this blame that blame shorties blame manipulation blame market and blame people posting views and comments here. No way to help rescue u even how badly u talk on people posting views and comments here.

The trapped like glovefinishstard already become stard like what implied by your nickname. U really lost a lot in this counter until simply shouting, screaming and crying father crying mother here.

Before u comment on people pls check through the forum record to know what people already posted first and match it with what already happened now. I feel that u just simply make the comments without doing that. That's unethical comment.

If u really so good and smart, u should have unloaded your position at high floor before the price drop to so low level being trapped now.

Manpower, Only u say and think like this but not all people think like what u say. Anyway so far I have posted in this forum since end of last year already become the facts including the decline of ASP, glove demand and company profit from its peak that I already mentioned end of last year. The TA aspect I have mentioned end of last year like many trapped retailers may be including u at high floors will form high selling pressure to restrict the price up and much others I have stated previously (u can check from the forum record) all already become facts now only u dare not face it. I think u have trapped a lot in this counter feeling desperate sad for unable to release thus try to blame and find fault on other people to release your mental pressure.

If really happen like that is privatisation to see at what price to privatize. Let say privatisation based on current market price means all the trapped retailers would go to holland by surrender out all their tickets at $3.70 much lower than their holding cost make substantial loss. That's nightmare to all the trapped retailers here. If wait for price drops lower then privatisation even worse bcoz the privatisation price will be much lower to cause more loss to trapped holders.

When price dropping lower always talk big intend to top up at lower price. Just use mouth to top up lah. How many bullets u have to top up? Millions and millions of RM ah. Already trapped so much at high floors no more bullets already just use mouth to top up ah.

Very funny and childish people will think anyone here can talk down the stock price. Only some trapped ones using that to blame people posting some views and comments they think are negative bcoz they dare not face the facts and never blame themselves and never know what problems they face and even not realise they are in problem, they feel desperate, sad and hopeless thus they just blame and find fault on somebody to cover their weaknesses. Really pity then.

When stock price can't go up and keep on dropping, the trapped ones always blame this blame that blame shorties blame manipulation blame market and blame people posting views and comments here. Why not blame yourself?

When it will below $3 go to ask market. Nobody except the funds can influence the market. U are so innocent and ridiculous to think anybody here can influence the stock price. We are just the normal investors or traders here to post some views and comments that u think are negative but all became facts.

If u want to wait below $3 just be patient it takes time gradually towards your destination bcoz the pandemic not yet over and vaccinations not completed yet still in progress and no announcement from WHO yet.

Glove itself won't finish but glove counters finished game and finished story.

Now the price difference between top glove and supermx is RM1 already long time be this difference. If topglove really drops to RM3.50 as prescribed by JPM, at that time will the supermx price be RM2.50?

Now is the usual practice by the trapped ones to use mouth top up all the time when price drops. If u really to top up at each time and at each level when price drops lower and lower u must have millions and millions of RM to top up. Do u have so much or not?

Yam tik yam tik drop day by day until dry. Can't go up means drop. See how much u can top up as u say along with the price down don't know where the bottom is.

ToneeFa always talk big use mouth to top up only.

Oh forgot if just wait for 5 years, 10 years or 20 years that should be endemic, if pandemic have to wait for 100 years.

May be have to wait until next new pandemic come only can shoot up high, don't know when, can be number of years, 5 years, 10 years or 20 years nobody knows.

Moneymakers, yes let it to be proved by end of this month, all in this forum can evidence it.

Be gentle don't make any personal attack. By doing that show u are so low character.

No need to argue let wait for two more weeks to verify.

Anyway we just wait for two more weeks to verify it. All in this forum can evidence it. Time would tell wait to see.

ToneeFa, even u didn't tell end of this month would have announcement but u talk so sure the company will be taken over.

Time won't lie, it would tell all the things. Many in this forum can evidence.

OK we wait to see at end of this month any announcement about take over that raised by Boomberg. If no means boomberg and tooneefa are to talk cock and talk big. Let see only about two more weeks. Don't be disappear and escape at that time.

Later Stanley would say instead of being taken over by someone I privatize it when price drops to lower. Then all the trapped retailers would cry father cry mother to surrender their positions at substantial loss.