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ride wf uncle koon, then leave him hanging n cabut when he promote in his 5th article

tonight got investor briefing for retail

The best stock in bursa for renewable energy

Detailed report complete Wf positive things and things to be cautious for.

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48c good price to enter. This one keep under pillow for 2 years hoseh liao

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Tmr price for PR will see how efficient Malaysia market is hehe

Jaynetan calculation for PA correct

Trader 808 is correct until the calculation of PA. PA calculation is wrong

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ini kalilah!

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ini kalilah

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nice

"STEADYBOMBIBI85 Between iconic and Mah Sing, which one will be a better buy? Both will be producing gloves."

ICONIC hands down. One market cap is in billions. Another is only 200m. Less weight. gogogo iconic!

goreng stock. avoid. wanna buy glove shares buy first tier.

wanna buy glove wannabe buy iconic

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Harta result coming on Monday

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KYY sell I Buy

is ok guys JP Morgan wanna short let them lor... Someone not gonna get bonus in 2021

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gpacket raising some bumi fund to bid for silterra right? but their portion of the fund is small

Private Placement shares already credited to subscriber pocket yet no one selling in big volume. Lesgo!

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sapuuu limit up!

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better than jaks

from another community platform

@Nyago here attached, is the full JPMorgan report.

Few comments from first read:
- His fair value is based on 18x PE of FY2022 profit estimate
- While everyone is entitled to their opinion, FY2022 NP estimate for Topglove of RM1.6b is extremely bearish. The most bearish analyst of 23 analysts. Consensus has it at RM3.9b.
- I find his comments on correlation between share price of gloves vs number of COVID19 testing and how it's positively correlated an odd and inaccurate study. Global daily cases (related to global testing) are at record high but we are definitely not seeing all time high in glove share prices.
- Dividend yield of 12.6% in FY2021 is inconsistent with this own profit calculation for the same period at 70% payout.
- Having a blanket 18x PE of FY2022 on all glove within his coverage (KOSSAN TOPGLOV & HARTA) shows a lack of familiarity of the subject matter. HARTA from historical facts and figures, never trade at such valuation nor it had been categorized within same valuation bracket as the other glove makers.

Lastly @CRUSADER888 I don't think many glove bulls - other than KYY - uses "glove is needed to administer vaccine" as a strong case in point for their thesis. Glove usage on Vaccine administration helps to increase demand for glove, but it's not signifcant in the grand scheme of things. What's significant is more towards perception of hygiene. Afterall, assuming the entire world population requires a pair of glove for them to get vaccine done, that's merely 14b gloves. That's only about 4% of current glove demand.

gold bullish!

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From another forum...

@Nyago here attached, is the full JPMorgan report.

Few comments from first read:
- His fair value is based on 18x PE of FY2022 profit estimate
- While everyone is entitled to their opinion, FY2022 NP estimate for Topglove of RM1.6b is extremely bearish. The most bearish analyst of 23 analysts. Consensus has it at RM3.9b.
- I find his comments on correlation between share price of gloves vs number of COVID19 testing and how it's positively correlated an odd and inaccurate study. Global daily cases (related to global testing) are at record high but we are definitely not seeing all time high in glove share prices.
- Dividend yield of 12.6% in FY2021 is inconsistent with this own profit calculation for the same period at 70% payout.
- Having a blanket 18x PE of FY2022 on all glove within his coverage (KOSSAN TOPGLOV & HARTA) shows a lack of familiarity of the subject matter. HARTA from historical facts and figures, never trade at such valuation nor it had been categorized within same valuation bracket as the other glove makers.

Lastly @CRUSADER888 I don't think many glove bulls - other than KYY - uses "glove is needed to administer vaccine" as a strong case in point for their thesis. Glove usage on Vaccine administration helps to increase demand for glove, but it's not signifcant in the grand scheme of things. What's significant is more towards perception of hygiene. Afterall, assuming the entire world population requires a pair of glove for them to get vaccine done, that's merely 14b gloves. That's only about 4% of current glove demand.

From another forum...

author: ryunanda

@Nyago here attached, is the full JPMorgan report.

Few comments from first read:
- His fair value is based on 18x PE of FY2022 profit estimate
- While everyone is entitled to their opinion, FY2022 NP estimate for Topglove of RM1.6b is extremely bearish. The most bearish analyst of 23 analysts. Consensus has it at RM3.9b.
- I find his comments on correlation between share price of gloves vs number of COVID19 testing and how it's positively correlated an odd and inaccurate study. Global daily cases (related to global testing) are at record high but we are definitely not seeing all time high in glove share prices.
- Dividend yield of 12.6% in FY2021 is inconsistent with this own profit calculation for the same period at 70% payout.
- Having a blanket 18x PE of FY2022 on all glove within his coverage (KOSSAN TOPGLOV & HARTA) shows a lack of familiarity of the subject matter. HARTA from historical facts and figures, never trade at such valuation nor it had been categorized within same valuation bracket as the other glove makers.

Lastly @CRUSADER888 I don't think many glove bulls - other than KYY - uses "glove is needed to administer vaccine" as a strong case in point for their thesis. Glove usage on Vaccine administration helps to increase demand for glove, but it's not signifcant in the grand scheme of things. What's significant is more towards perception of hygiene. Afterall, assuming the entire world population requires a pair of glove for them to get vaccine done, that's merely 14b gloves. That's only about 4% of current glove demand.

rubber-glove-manufac...iation.pdf

Also, attached is Jeffrey Ng's research coverage.

While I appreciate his bullish call on GENTING & GENM - a standard stance on recovery play, I find his reports being written to fit his narrative.

On $GENM / 4715 (GENTING MALAYSIA BERHAD) he writes:

"Pent-up sticky mass demand in Malaysia plus generous fixed DPS underpins our OW thesis on GENM...

GENM, high alpha and yield (OW): It recorded 90% occupancy rate and c.70% of pre-COVID-19 visitation after lockdown was eased. Benefits of domestic tourism boom will expedite profit normalization. Notably, locals have historically accounted for c.80% of visitations. Lastly, investors are paid an implied yield of c.6% to wait for the recovery. Minimum DPS of M$16.5c will last for 6 more years, in our view, to fund GENT's debt obligations. Our target price of M$4 is based on 10x FY22E EV/EBITDA."

I wonder why he didn't highlights the generous dividend for rubber glove (esp TopGlove) in his report on gloves?

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$T7GLOBAL - Hey all, this Wednesday, we will have Tan Kay Vin from T7Global for an online investor briefing.

T7 is a leading service provider that offer solutions to industry leaders and organisations in various fields around the world. They're well known as an integrated oil and gas service provider, and recently expanded their business expertise into different portfolio such as aerospace and construction.

Backed with a massive orderbook of RM1.7b, and with the recent recovery in oil prices, resumption of orders from airline companies such as Boeing and Airbus, and the resumption of various construction and infrastructure projects, T7 might be at a sweet spot for turnaround recovery play.

Join us on this session! It will be streamed live via our fb page at 8.30pm on Wednesday.


FB live from Rondy from SB Malaysia & Savwee. Lesgoooo!!!

Ride along wf Electric Vehicles like Rivian, TSLA, bet agaisnt fossil fuels.

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energy storage ftw

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