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2023-11-25 12:51 | Report Abuse
Linde PLC
NASDAQ: LIN
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Linde PLC
414.22 USD
+255.17 (160.43%)past 5 years
Closed: 24 Nov, 4:49 pm GMT-5 • Disclaimer
After hours 414.22 0.00 (0.00%)
2023-11-23 19:03 | Report Abuse
August article but still relevant. Analysts versus the head of glove association.
2023-11-23 19:02 | Report Abuse
PETALING JAYA (Aug 3): The global demand for rubber gloves is expected to return to growth in 2023, after a 19% contraction to an estimated 399 billion pieces this year, from 492 billion in 2021 when the world was at the peak of the Covid-19 pandemic.
The Malaysian Rubber Glove Manufacturers Association (MARGMA) expects glove demand to expand in the range of 12%-15% next year. Meanwhile, the association has cut its demand forecast for this year by 12% to 399 billion pieces, from 452 billion pieces previously, as the demand normalises against the backdrop that the Covid-19 pandemic is under control.
MARGMA’s President Dr Supramaniam Shanmugam, however, stressed that the association’s forecast “is a very conservative estimate”, given the various growth drivers, for instance rising hygiene awareness, ageing population and recovery in non-Covid-19 related demand.
2023-11-23 18:39 | Report Abuse
Kossan n harta have no more Rss outstanding.Maybe the brilliant analysts can explain why this is so,or can they? Hahaha.No one ever get rich by listening to analysts.
2023-11-23 18:28 | Report Abuse
The last of the top 4 to come.Hoot.Force the Rss cover back 39 mil.Harta n kossan has no more Rss.
2023-11-23 12:42 | Report Abuse
If confident of this stock,no need defend every time a negative comment is posted.Anyway the theme is gloves now.Just let this consolidate quietly.
2023-11-23 12:32 | Report Abuse
Rm2 by dec.Analysts can balik kampung tanam ubi.
2023-11-22 16:54 | Report Abuse
Even the lousy qr of comfort cant drag it into negative zone
2023-11-22 16:52 | Report Abuse
Harta has risen Rm1 frm low of 1.41,supermx is just 28 sen frm low of 72
2023-11-22 16:51 | Report Abuse
1.07 is nothing,we looking at 1.4 Q1 2024
2023-11-22 16:48 | Report Abuse
if good qr then confirmed glove recovery theme on,never listen to salaried analysts....believe what you see
2023-11-21 12:17 | Report Abuse
Tq.Will be back after Qr.
2023-11-20 10:12 | Report Abuse
Winds of change blowing towards glove sector.From now till end 2024.Be smart.be early.
2023-11-19 17:00 | Report Abuse
Another important aspect of being a successful investor is make sure you are born in the right country.Hahaha.
.......
I just cite an example to illustrate the benefits of long term investment on good companies with growth potential. Take McDonalds as a classic case. If you invested US$1,000 in the IPO of McDonalds in 1965 and held onto it for 33 years until 1999, your investment would have ballooned to a value of US$15,700,000 or 15,700 times! Had you held onto it a few years longer to 2005, your investment value would have grown to over US$30 million for a total gain of 30,000 times in 40 years. That was a compounded growth rate of about 22% p.a. for 40 years.
2023-11-18 13:50 | Report Abuse
Supermx had the lowest production capacity of the big 4.Any impairment if at all,will also be minimal.
2023-11-18 13:43 | Report Abuse
Supermx has the highest reserves of Rm 2 bil plus of the big 4,meaning stanley is smart n did not go into unnecessary n marginal expansion,thus the probability of impairment is very small.Now this huge pile of cash will come in very handily.
2023-11-18 13:39 | Report Abuse
whatever impairment,it is the past n one off...but the resumption of usa sales is the future n here to stay
2023-11-18 12:58 | Report Abuse
A bonus,usa sales resumed in early nov.Next Qr will factor in another 20% of sales.So if current Qr is good,next Qr will be better...if current qr is not too good,next qr will still be better.
2023-11-18 12:48 | Report Abuse
It is reasonable to expect supermx to range between 1.0 n 1.1 next week.
2023-11-18 12:47 | Report Abuse
Of late,glove cos have demonstrated stability in prices unseen for 2 yrs.Harta is up 67% frm low of 1.41.Kossan is up 55% from low of 1.02.Both are stabilizing at a higher level as of now.If this is not the best tell tale sign i dunno what is.Supermx's low was 71 sen,if it can rise 55% like kossan it shud be 1.11.This year's high was 1.07.All we need is a good QR.
2023-11-16 16:48 | Report Abuse
if you care to check,kossan is closest to 2023 high whereas topglove is far away frm this yr's high
2023-11-16 16:23 | Report Abuse
kossan has 1.2 bil ringgit,supermx has 2 bil plus
2023-11-16 16:11 | Report Abuse
only difference this round is the taiko is kossan in terms of performance
2023-11-16 16:08 | Report Abuse
Analysts are always five steps behind market cos they kiasu.
2023-11-16 16:07 | Report Abuse
Gloves in 2020,gloves at end 2023 n whole year 2024....
2023-11-16 15:59 | Report Abuse
but of course after kossan it is supermx's turn...huat ah
2023-11-15 21:15 | Report Abuse
It is similar to powell's testimony that rates shud still be restrictive,n yet mkts keep pushing higher.Of course analysts will still supply exceed demand.Who cares?No one can beat Mr Market.
2023-11-15 21:10 | Report Abuse
Analysts say gloves no show till end 24 hahaha.Now all busy rerating.
2023-11-15 21:08 | Report Abuse
The foresight of foreign fund Aberdeen which has been accumulating till early Nov 23.Let the show begin.
2023-11-15 19:01 | Report Abuse
Topglove wasted billions to support share prices when it was very high,some even supported at RM8.Its taiko position is not to be anymore.If kossan can maintain its performance,it will become the leader of the gloves sector.Both kossan n harta still have RM 1 billion plus in cash.
2023-11-15 18:41 | Report Abuse
harta only 27.7 mil profit
2023-11-15 18:33 | Report Abuse
n harta naik berapa?haha
2023-11-15 18:32 | Report Abuse
compared to harta qr this is fantastic
2023-11-07 18:18 | Report Abuse
Watch usa bond yields and nasdaq closely.
2023-11-07 18:17 | Report Abuse
Right,you got it.The huge volume accompanying the rebound.First target 0.5 by fri.If tech sector worldwide continue rebound given that rates have peaked,the rebound will turn nicely into an uptrend.
2023-11-07 12:16 | Report Abuse
ady said rates have peaked,still dont get the message?
Stock: [KGB]: KELINGTON GROUP BERHAD
2023-11-25 12:53 | Report Abuse
linde plc pe is 36
if we assign just a conservative pe of 18 to kgb,with its latest qr eps of 4.91 sen ,what would it be worth? go figure