@newway, Fund reshuffling of portfolio.

Coldeye mentioned one the criteria is the PE must be in very high number as well to be considered priced-in. So in TG case, this is definitely not what he mentioned.

Stockhunter88. those who shout recovery one will find no peace tonight already. US 10 year bond yield climbing every day. Bad news for big whales who holds foreign shares. Tech stocks in US downed more than correction cycle, it's downtredning. the 1.9T stimulus did nothing because the big whales are sked witless. Bond has to increase yield to make sure crisis dont come too soon.

Is recovery theme has more leg to go after this? Very much doubt so until things settle.

@linheng. You think these naysayers have money? May be 1 lot 2 lot play trading only. Lose also few hundreds, win also few hundreds. But post comment like he know the business inside out.

ASP will normalize, starting mid of 2022. Meaning those orders that will be delivered after mid of 2022 will experience price normalization. But jokers here say, low glove price. now. So after HK, drop further. Nut head, really nut head. Create account just to put fake comments

Low glove price? Which part of confirmed sales with price already set, money paid till end of the year you dont understand? Really jokers again

Whoever went sapu those in such high volume. geng. Either is closing position or new whale

TSLWC said, thanks for selling.

Oooo. the squeeze.

Collection mode almost end for this wave.

US 10 years bond yield keep increasing. this will put world hot money either back to US market or in stocks that gives good dividend for years to come. This bloodbath will affect all stocks worldwide. TG will not be affected since the dividend is much higher and almost guaranteed. Worldwide correction in play now. Those in recovery stocks have to be more cautious.

@investmalaysia8, Harta is able to automate that because NBR is easier to automate the production. Latex on the other hand has much more variable, but it's always possible with the right place, timing, and sitatution. and of cours emoney

@kk7198, Sorry my bad, autocorrected. Mr Kuan.
KYY is the goreng one, you are right. I typed Koon more than Kuan it seems.

@investmalaysia8, I hold Harta as well, since Mr Koon and family do very well on automation with NGC. But when it comes to ambition to expand a business. The team that carried TG from 0 to TG today, is what I am investing.

@investmalaysia8, then you go do your trading. Vote has nothing to do with you. TG is not for you, just get out.

That's RM13B worth of TG that JPM now holds. and JPM TP is RM3.5? Jokers

Forgot to mention that JPM while on side downgraded to RM3.5 JPM also added around 5% this year to 0.3% of total TG share. RM3.5? Those who should RM3.5, are really jokers.

Especially those everyday, MOU, MOA, in talks, considering. Top Glove is the opposite of NATO. and as long as TG keeps to what they promise. This is company money cant buy. Stock market nowadays are looking for 100% in a week. Good for those traders. You bet big, you win big. That's your money. But I want to sleep soundly every night, knowing my money is in the right hand. FYI, TG boss salary is not even in the top 10 of Malaysia highest grossing listed company.

Keep naysaying, keep speculating. But I will enjoy this waves again and again.

@stockisnotfun. Your perspective is trader's perspective. Of course it wont benefit you.
To look on the other side, this new listing allow greater CAPEX for expansion, hiring, talent acquisition, M&A, R&D. Or would you prefer RI, PP? You are given the chance to buy now, but you say no benefit, that's because you choose to see there is no benefit to you.

TG's cake will expand X2 in 4 years time. In the same time, if there is no new shares issued. The dilution in HKEX will be drown in the X2 capacity for the business. No one can predict future ASP to the dollar, but with X2, and retained earning, they are in very good position.

You can always find a negative side of everything if you choose to see everything in doubtful and negative manners. But when it comes to money, I follow the one that makes money before, now and in the future. Not just talk talk talk and all day talk only.

@investmalaysia8, I lost respect for you when you trade in TG few weeks ago. Here naysaying, backside buy a bit. It's ok to naysay as long as you keep to your story. But to talk down one side and buy on the other. Karma will find you one day.

@investmalaysia8. That's true. but I am betting on TG to grow bigger everyday. But why are you here? Go to your tech counter, your EV counter. Go to your recovery counter.

A company like Moutai can go from RMB7 to RMB2000, but this is A market only where 99% is retailers. HKEX has bigger sharks. Your comment is shiok sendiri.

@valendinlou, keep your opinion to yourself. Unless you are HK investors yourself, you speak no volume. China A shares suffers so much selldown from Dec 2020 till now.

Alot of PRC you say, is Moutai among the one you mention? what they sell? Water. What's their share price?

@fortheemprah, dual primary listing is costly to begin with. but this allows TG to swim in 15X bigger market. Not 15%, or 150%. it's 1500% bigger market than Bursa. Intco if comparing RM to RM is around 40B market cap if one do conversion for simpler calculation, their size is around 1/5 of TG. and TG is 5x times bigger, yet the valuation is 43B.

Listed in HKEX will put TG on world's map, compared to lots of malaysian companies that are listed in HKEX. TG has outgrew Bursa. Not like some half past 6 companies that always wanted to list in HKEX first but the growth of business never catch up. How many other malaysia counter that has the aspiration to out grow Bursa?

Chances are secondary listing in SGX should be unlisted, the market of kaisuness is too small compared to primary listing in HKEX.

This new is a double whammy positive. Why is a growth company primary listing in a bigger market a negative news? Naysayers have all the reasons to tell you to throw your ticket. It's about value investing, do you see the value? If you dont see the value, just sell and exit. If you dont believe how good a product is, will you stand there all day just to warn people to stay clear?

So Tan Sri buying at RM5-8 is cheap price? You are another laughing stock.

@yingzhe17. A self claimed shortist. You should know the diluation is around 12%. How can half to go HK? Want to comment also use some brain

Even after Blackrock publicly wanted the director to step down, they themselves added more TG because of local IB shortselling TG like no tomorrow. This year alone, Blackrock has increased holding of TG with additional 6% of what they used to hold. FF funds just got the chance to buy at low because of bursa sentiment play and foreign media + local media non-stop negative news attack. These IBs and local media has done Malaysian a solid fist up our behind by allowing FF to increase stake into TG.

Think for yourself, you are no sheep.

All these price actions are good for long term investors, as it present a good buying opportunity, but is bad for traders since the swing trade is lesser due to shares accumulated by bigger sharks causing less volatilty. This is a 8b NOSH counter. Average everyday is around 25m shares traded. that's less than 0.5% shares changed hand everyday.

Buy on dip

One can witness from the past, even after SARS, H1N1, MERS. Glove usage spiked. But the demand that went up, didnt come down at all. In fact, it continued to go up YOY, QOQ after each outbreak. It will be foolish to think this time will be different. That many new entrants can make the cake smaller. The Cake was increasing pre, during and post outbreak. More cakes, means more slices.

The biggest threat to TG is Intco and subsequently Sri Trang, especially Sri Trang, where the cost structure is very slow to Malaysia. TG is actively going through digitization, automation, diversification and research development. All these takes time and money. Put where your money will grow over time.

Leave some money to speculate on trendy stock but to be able to sleep soundly at night. TG is still the best bet even after 2025.

Applaud to Tan Sri for taking his own money and show how it's done. With the retained earning in 2020 and 2021. TG is well positioned to out grow most companies and will do so for many more years to come. Money attracts talents, and talents will most likely be retained and grow the companies even more. Valuation of a company is mostly towards the talents that works for a corporation. TG is positioned to be the one stop producer of healthcare products.

Another world class corporation like Gilead, but made in Malaysia. If you missed the train before, this train when departed again, waits for no one.

One should only worry when company directors have no intention to grow anymore, organically or M&A. and stay stagnant. But when the appetite is still growing strong YOY, QOQ. That's the company where you can buy and put under the pillow and sleep at night. Up or down, the stock will increase worth every second.

Up we go. last call to enjoy the ride.

ahhh. now we slowly see who are the FF that have been collecting.

@SinGor, Airasia no SS volume la. why misguide people?

Whoever is collecting, has been doing that consistently for the past few weeks. few millions share every time.

@haha1234, today no RSS. but another day of collection.

@investmalaysia8. How much is your loss? RM100?

@investmalaysia8. I am just pointing out the absurdity of your statement. Because that's what you are doing. and I am asking can I ask those questions. but I guess your peanut brain cannot understand that.

And also @pdchs, I cannot believe @investmalaysia8 bought TG, now you know most of these naysayers are just loners who are just full of rubbish but no substance.

@Investmalsysia8, you lost money till you lost your sanity? Given your logic.
Can I complain that automation take away people's rice bowl? since it systematically replaces human in workplace?

And O&G companies, since they are the cause of major oil spill and climate change?
And EV sectors, since they are a major consumers of rare earth and rare metals that causes corrosion of soils, damage of water source, corruption of lands?
And Sin sectors, since they caused a lot of families broken up due to gambling?
And shipping companies for paying somali pirates and maintain the terror in the grey part of the world?
And airline, since they take so much deposits but never wanted to refund and keep bluffing?

Your logic makes no sense.

My gain is only a paltry 20%. I am in for 200%.

@DickyMe. CCK still got rooms to grow. few more retails to open. Indonesia new capital in coming years. Pork disease in Sabah. CCK has moot in Sarawak. went upstream for raw material processing. Management is second generation and very ambitious. will add on dip.

One of the many reasons why Tan Sri has to buy more shares back. He will need all the support he needs to grant approval for the dual primary listing, and have majority shareholders agree. And we have sharks collecting.

Big sell queue to block, but the buy queue slowly slowly gone.

@EatCoconutcanwin. these are sharks collecting. very dirty tactics.

@nuke, when sor chai, stand a side.

TG announce incredible growth in ASP back in May 2020 and that didnt change. and the latest QR also show the same thing. Nothing changed fundamentally.

What ambank did, is despicable. Sell when they know and didnt announce about the change of fundamental.

Now go somewhere and hide yourself from this shame.

Intco is becoming the almost equivalent of Huawei. With CCP behind, Intco can do the impossible. And that's the scary part, which is why US want Huawei dead, and Huawei is almost there, dead.

China glove usage increased from 6 to 9. Hardly worthy to mention. and they are primarily vinyl gloves. TG expand 2 factories every year with increasing demand to fill, I think that's sensible business decision. If not TG can just build 20 factories now, they have the land, the market, the technology.

Intco just want to bet big and to steal clients to become world no 1, and they want to export it. Since they are not using gloves that much and it will be expensive not to.

Intco intend to do what TG wants to in 3 years, they want to do in half that time, 12 - 18 months.

@investmalaysia8, US market is packed to the brim, imploding any time. That's why the money printing continued. US printed 40% of their money in 2020 and 2021. and US continue to jack up the share price like no tomorrow.

While Biden kept saying how he disagree with Trump on the tariff on China import. since 2021, the import from China increased by a huge margin. US just keep buying stuffs from China with printed money. 10 years bond has gone up quite a lot as well, but these US whales are high as fuk. They just want to keep the party going.

That's behind the reason why bitcoin soared, because US market has no place that is safe for the trillion that is given freely.

One of the key takeway from Maybanks TP is: TG biggest threats now is intco. which is expanding madly.

But to justify the lower TP of RM4.8 NOW, when Maybank is talking about things that will take place next year. This is just thinking on the most positive end. That's assuming Intco can pull off the expansion plan in time, securing the raw material, the approvals, the audits and clients to sell to.

Meanwhile their call warrant is above RM10 to be in money. Well, I would only believe in what they dont mention than 90% of what Maybank wrote.

foreign funds have been collecting since last week. Local IB still living in their bubble.

@Sam Singh, back to talkkok again? Migrated already? Where is your so-called foreign friends? agencies? TG very bad for you, why want to invest? It's ok to talkkok, but no substance and all lies. fuk off