laychee

laychee | Joined since 2018-03-31

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Stock

2020-09-29 10:59 | Report Abuse

Many people are angry because last night strong rebound from the US doesn't propagate to local glove stocks.

As for glove stocks, the daily US covid new case chart is still the same as the glove stock charts.

US covid case is now slightly higher, and almost flat. (You need to compare apple to apple by comparing Monday's case with previous Monday case)

Instead of cursing each other when gloves are not up, do some study, read some books but refrain from politics as local politics is just a simple math problem only bossku and Tun M can understand. Anyone that points the arrow at DAP is the individual who understand the simple math problem.

News & Blogs

2020-09-28 16:20 | Report Abuse

Fighting for PM seat while in a pandemic is not wise. Backdoor 1.0 is not pleasant for certain race. Backdoor 2.0 by Anwar is not a wise decision either. You just show your lust for PMship only.

Asking/Accepting frogs to form government before election is considered backdoor.

Stock

2020-09-28 11:42 | Report Abuse

The solution to this simple math problem is to demonize pro-24% parties such as DAP to ensure easy win. Bossku must be very good at math while many Chinese leaders are simply ... sign

Stock

2020-09-27 08:57 | Report Abuse

62% is rejecting DAP although winning in "24%" ... 6 out of 7.

Ding Ding free money before Sabah GE works.

Embrace for non-multiracial non-multicultural policies with chicken&jahat walks free from charges. LGE in big trouble.

Even if after Anwar is able to do a backdoor 2.0, the coming GE will still lose unless any party can announce giving up to protect the "24%" group.

Stock

2020-09-26 21:23 | Report Abuse

Very easy to guess, 62% of Malaysian want easy money and blame certain race for not being able to get a job.

24% of Malaysian: why do we hire someone who cannot help us relieve our job load?

It's very easy for parties that represent 62% of Malaysian to win any election. It's a very simple math problem but those 24% thought they are very smart but still cannot understand this simple math problem.

Stock

2020-09-25 18:45 | Report Abuse

准备爆粟米看戏。连某某也装病在医院/宫殿里看戏。

Stock

2020-09-25 09:10 | Report Abuse

After click bait, now pop up some more. Bye i3.

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2020-09-24 10:36 | Report Abuse

Click baits remind me of porn and pirated software sites. Now i3 has a lots of click baits... sign... turning into dark side is human nature.

Stock

2020-09-24 10:28 | Report Abuse

Forward PE 20 of latest earnings is RM12.

If you expect revenue drops 50%, RM6.
If you expect ASP drops 50%, RM6.

If you expect revenue or ASP drops 20%, RM10.80.
If you expect both revenue and ASP drops 20%, RM9.60.

If you expect revenue or ASP drops 30%, RM10.20.
If you expect both revenue and ASP drops 30%, RM8.40.

Just for reference. I was always wrong. Just like my recent prediction of Solution won't become the sole distributor of vaccine but it just happened.

Stock

2020-09-23 20:06 | Report Abuse

看来华哥可能给 鸡败和假希 耍。。。

我没说超级白手套,请别report我。

Stock

2020-09-21 11:17 | Report Abuse

A lots of click baits, comments got removed... bad forum

Stock

2020-09-18 15:38 | Report Abuse

You got a big bully new member here already, good luck folks! This website is owned by American. Please respect freedom of speech in any language.

Stock

2020-09-18 12:02 | Report Abuse

If you use last quarter and do a forward PE of 20, it is worth RM5.50.

If you use this quarter and do a forward PE of 20, it is worth RM12.

Now you see what IB can see.

IB just "haha" at you for not learning how to calculate simple math problem. Even kids know how to calculate. IB just "hahahahahaha..." all the time.

BTW, this is not a recommendation of buy or sell. This is just a sharing of calculation. Nothing more nothing less.

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2020-09-18 11:43 | Report Abuse

Yes. I did miscalculate the TOPGLOVE FA. TOPGLOVE is not very expensive after I multiply the latest EPS by 3 to give a sense of the price before split. Or you can divide all the EPS before the current quarter by 3 to give you the price after split.

Stock

2020-09-18 11:33 | Report Abuse

If you know how to calculate, Supermax is very cheap, Topglove is very expensive.

IB bullies newbies don't how to calculate themselves. Everyday yell buy, beat up those who propose sell. funny Malaysians.

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2020-09-17 11:06 | Report Abuse

Additional Listing = Milo tambah air.

Stock

2020-09-17 08:53 | Report Abuse

Low rates for years mean bad for USD and export sector such as tech and gloves.

News & Blogs

2020-09-16 11:13 | Report Abuse

YES! Finally there won't be any backdoor government in the future!!!

This backdoor gov was formed due to Keadilan people hop to Persatuan.

Investors or potential investors of Malaysia will welcome this idea. Politics will become stable.


The fall of PH gov before its full term is a sign of very unstable politics. Investors hate it.

Stock

2020-09-15 17:09 | Report Abuse

Rain, what's your ROE value? Mind to share?

Stock

2020-09-15 12:40 | Report Abuse

今晚看 怕危 和 TIM厨师 表演。

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2020-09-14 16:40 | Report Abuse

3.5) Topglove Downgraded by suspicious investment bank to SELL after 3 days of decline, caused 4th day of decline, but sprung up strongly on the 5th day.

Stock

2020-09-14 15:57 | Report Abuse

I talk about gloves here because my comments will stay here for a long time unlike in glove thread, my comments will be pushed to several pages back in minutes. Haha.


Three corrections in gloves so far:

1) IDSS fear (June)
2) Windfall Tax rumor (August)
2.5) Sputnik-V (I like this name, sounds cool isn't it?) (August)
3) Tesla+Apple bubble burst + Trump promised vaccine before US election (September)

Stock

2020-09-11 14:18 | Report Abuse

Will our election set on the same date as the US? As our flags are so similar?

Stock

2020-09-11 14:17 | Report Abuse

Even without vaccine, I think Trump can still win as 64% of Americans are caucasian white.

Even without Chinese votes, I think PN can still win as 62% of Malaysians are bumi.

Stock

2020-09-11 12:29 | Report Abuse

May be Macquarie is not satisfied with the profit with this counter yet.

They must have sold all gloves counter before yesterday.

I think they are abusing their professionalism by delaying telling the truth about glove counters.

Stock

2020-09-11 11:55 | Report Abuse

国际投资银行掌控一切,它要你涨就调高TP,它要你跌就调低TP。

如果你懂得自己怎样算,它们就骗不得你。刚刚听到路人甲跟路人乙说,会不会跌倒3块?路人乙说:不会啦!那是是。。。 原来大家都在赌。

Stock

2020-09-11 11:25 | Report Abuse

A lots of bad news from vaccine, good news from gloves.

Too many news vaccine will be postponed.

Still stick to my prediction, mar-may 2021 for Malaysia.

Many news broke out yesterday:
1) Fauci said vaccine will be not so soon
2) US back to school season causing spikes in covid cases
3) More vaccine development problems found

Good for PPE again.

Stock

2020-09-11 09:31 | Report Abuse

越来越多不利疫苗消息,有利套套的消息。。。
银行不减息,阿嬷放FD。
外资大机构已闪,唯有散户在表演。。。
丁丁叫马仔准备随时大选。。。

全部有关联吗?丁丁话一出。。。马股吃马股

Stock

2020-09-10 17:14 | Report Abuse

大热股市的结局永远都是一样的。最后一批不卖或迟进场的就要来承担之前黑手推高的盈利卖单。

这次的黑手就是国际投资公司的TP。它们这次把大马股民害糟了。神是它们,鬼也是它们。

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2020-09-10 14:07 | Report Abuse

Becos more and more news saying vaccine will be postponed and unsafe.

My guess for whole Malaysia to finish vaccination is around March-May 2021.

But don't expect vaccine counters can shoot up like gloves in March.

Vaccine is a very short term thing. Even if vaccine is not really effective you need to take several shots, the demand won't be as high as gloves.

The previous spikes were due to goreng mood in the market. Everyone was searching for potential limit-up counters. Vaccines counter was one of them. It was just a super-hype market sentiment for several weeks.

Stock

2020-09-10 13:08 | Report Abuse

Positive vaccine news made analyst to predict better jobs figure, better business activity, less infection cases, ...

As a result less demand for PPE. More demand for non-PPE/technology products such as travel, restaurants, physical store shopping...

It is now a transitional period between movement restriction and total freedom economy.

For TESLA, it caused tech stocks to lower the PE back to conservative level. ZOOM will be used less and ZOOM was punished. Phones will be used less (to support ZOOM meetings), Apple was punished. The stock split of Apple and Tesla also made newbies panicked. They thought the price crashed. Newbies took profit after stock split.

Stock

2020-09-10 12:52 | Report Abuse

Hungry bear came from TESLA bubble popped + vaccine news last week to release before Nov by Trump.

Stock

2020-09-10 12:39 | Report Abuse

Yes Forward PE is 11x if the business stays this good for the next 12 months.

If business half as good next year, the forward PE is 22x. If business doubled for the next 12 months, the forward PE is 5.5x.

Not recommending buy or sell. This is just the fundamental banks are using to tell you the current status.

It might be a game of guessing the business for the next 12 months.

Stock

2020-09-10 12:33 | Report Abuse

大家给手套股分心了。。。手套会不会恢复要看美国会不会有疫苗延迟 或 更多人染病了。

Stock

2020-09-10 12:10 | Report Abuse

Karex PE ratio higher than TESLA before bubble popped.

No more MCO. Couple no time to have sex now.

Stock

2020-09-10 12:06 | Report Abuse

Malaysian government has strict pharma practice needed to be followed. Fill and finish needs to be done locally in order to be approved for import.

Stock

2020-09-10 11:59 | Report Abuse

Very hard to push. PE still very high. Forward PE very hard to guess.

Now no more goreng mode. Everything back to basic, at least for now.

After TESLA bubble popped, all forward PE calculation is now very conservative. Even gloves, TOPGLOVE is calculated with forward PE of 20 only.

Things may change, we never know if the TESLA spaceship bubble starts engine again.

Stock

2020-09-10 09:50 | Report Abuse

Mephi 终于用 Forward PE20 来计算。之前他们用80,可能那时美国疫情日渐严重。现在美国疫情病例急速下降。

当安迪安哥都笑着赚钱时,是时候跑了 - 永远不变的指标。

Stock

2020-09-10 09:31 | Report Abuse

Robbing Hoot!

Sentiment bad due to aunties losing money in condoms and gloves.

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2020-09-10 09:25 | Report Abuse

Director's selling spooking everyone?

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2020-09-09 15:38 | Report Abuse

S&P未来指数在升。希望可以平息TESLA泡沫的问题。如果不能,就会继续跌。

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2020-09-09 15:05 | Report Abuse

TESLA的太空船回地球了。是时候适应踏实的地球生活。

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2020-09-09 14:18 | Report Abuse

它们爱上了手套,没法子。应该爱上钱和利润,什么屁股是不重要的。

特狼教摸底的那套可能印度日后会登上第一宝座。

Stock

2020-09-09 11:34 | Report Abuse

英国公司疫苗测试喊停,大马人到处散播消息庆祝。

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2020-09-09 10:58 | Report Abuse

Forward PE of 20, Toglove worth around RM6.
Forward PE of 40, Toglove worth around RM12.

Fair value should be in between.