smurfbee

smurfbee | Joined since 2014-08-26

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

1,443

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,443
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-11-11 14:16 | Report Abuse

prepare for 30 sen to be taken out...

Stock

2020-11-11 11:36 | Report Abuse

Vaccine news will not change the the demand for gloves because the reality is still very bad and demand is sky high... latest demand gap is 225B pieces and counting... vaccine availability to public is another.... 2022 Jan possibly the world can start to see large vaccine availability and Covid might become like a seasonal flu which requires annual vaccination... gloves will not go away. don't kid yourself... BUY and BUY BIG on AT. Cheers. by the way, KYY won't go vaccine stock. don't spread fake news.

Stock

2020-11-11 09:49 | Report Abuse

profit taking is healthy...volume already 670M and under 1 HR of trading... expect more good news announcement from AT soon... be prepared guys...

Stock

2020-11-10 16:44 | Report Abuse

hate him or love him, doesn't matter, KYY moves stock for sure because he's part of smart fund literally a great white shark. all existing glove counters will drop because their valuation is now being question given the vaccine news.... however AT has no glove revenue factored before this..... now with current ASP until end of 2021, AT will definitely scoop in ~150-200M PAT.... conservatively speaking... funds will shift from big 4 to new comers like AT which has factory come Dec. Cheers!

Stock

2020-11-10 16:40 | Report Abuse

KYY has a reputation and he is where he is because of his knowledge and experience. You may think he's trying to manipulate the stock but in my view, he is doing due diligent before investing by visiting the site and checking with management. That's prudent investing... long AT. target 50sen.

Stock

2020-11-10 13:30 | Report Abuse

The 44,000-volunteer study was initially designed for a first interim analysis of whether the vaccine was working after 32 participants developed COVID-19.

Dr. William Gruber, Pfizer’s senior vice president of vaccine clinical research and development, said in an interview the companies changed the study plan after discussions with U.S. regulators and ultimately ended up with data on 94 people.

Stock

2020-11-10 13:29 | Report Abuse

US regulators allow pfizer to just used small samples to present data which means its manipulation at best... selective samples means the study only focus on a small local results that the company feels positive to show positive results... this is technically a akin to a fruit seller selling 44k orange fruits and said based on his study on 94 oranges only.... the fruits are top tier in size, very good sweetness level and 90% orange in color, so the oranges are perfect. HAHAHA... laughable.

Stock

2020-11-10 13:23 | Report Abuse

https://www.reuters.com/article/us-health-coronavirus-vaccines-pfizer-sc/pfizer-biontech-initial-vaccine-results-impress-but-scientists-remain-cautious-idUSKBN27P2OK

Read the above.... the data from the vaccine company is based on 94 people's data Make no mistake. The have 44,000 volunteers but choose to selectively present data from 94 people... hahahaha 90% efficacy on 94 people out of 44,000? a bunch of scam. long gloves. long AT (all in)

Stock

2020-11-10 07:37 | Report Abuse

The point people are missing are as below
1) AT is venturing into gloves... revenue will only increase from here since its not profitable before.
2) Vaccine production for the whole 2021 from Pfizer is only able to address US people with a little more flow to Europe.
3) Will everyone take the vaccine? from now until the vaccine available, how many new cases do you think it will be? think carefully ya.
4) Gloves demand don't change overnight just because someone claim their vaccine works. We all know vaccine helps.. and glove is not thriving because there is no vaccine.
5) Gloves are thriving because the world will need alot more gloves going forward and with 200B+ shortages in gloves worldwide... you think AT will just fold and scrap the plan to produce? Mahsing probably might think twice since they only start May/June'21 but existing gloves companies?
6) revenue of top 6 will continue... question is valuation... AT starts with -ve profit. Gloves will bring them to multiple 10x of PAT.
7) Be smart and don't let the smart money drive you left and right with their controlled news flow.
8) Contra players and weak holders will sell, those who have faith, just buy... this is a chance to buy cheap when you miss the boat yesterday.
9) Remember the stories from the top 4 when they were sold off... think ya think

Stock

2020-11-10 00:17 | Report Abuse

nothing new... nothing material to the world.... just scam news being hyped up. the data is from 94 volunteers only and they claim like its going to be miracle shots. No efficacy data in volume, not data on how long the antibody will last and which strains it can prevent infection etc... just plain scam. load up AT tomorrow. don't be a sucker.

Stock

2020-11-09 17:08 | Report Abuse

AT has breakout convincingly... lets ride to 35sen.

Stock

2020-11-09 15:01 | Report Abuse

Ignore the naysayers... just buy in.... no turning back.
Mahsing has nothing until May'21.... yet the stocks went up 60sen...
AT will start in Dec... 230-250M PAT is not too much with latest ASP trend by peers... you calculate the price ok... cheers

Stock

2020-11-09 14:51 | Report Abuse

More funds will shift to AT... run the numbers and tell me you don't see 50-70sen easily by Christmas.... :) Cheers holders!

Stock

2020-11-09 11:16 | Report Abuse

the profit taking at 15-16sen is over.... more buying power to come in once IBs starts calculating the earning estimates and TP projection.... AT targets 860M revenue and even with 80% of the goals achieved, that's easily 80sen....buy and keep buying. Mahsing only starts in May'21, AT is 6 months ahead of them... market shares will be taken up by AT..... mahsing is risky... AT is solid given they will start mid next month... solid bet for gloves... woohoo!

Stock

2020-11-09 09:21 | Report Abuse

Will ramp higher and higher from here.... no turning back. the biggest threat is over... now buy and keep loading up with all your cash.... 15 sen is on the way to be swallowed and become history.

Stock

2020-11-09 08:58 | Report Abuse

Remember carepls, comfort, supermx... keep buying while its cheap.... don't ever sell from now until CNY... Target 80sen-$1.

Stock

2020-11-06 16:30 | Report Abuse

Sochai meh... run? Haha, don’t be dumb... all in is the time. Look at the peers that produce similar output and check their price. This distribution deal with LKL ensures guaranteed efficiency in distribution and save costs for AT gloves in reinventing the wheel for distribution network. This is very positive for AT. Don’t regret and dumb to sharks and whales. Don’t be sochai and worse sohai!

Stock

2020-11-06 10:04 | Report Abuse

total turnover is ~53% NOSH and counting... given the factory is almost ready and will likely commence operation on time if not end of this month... there is a huge excitement and confidence the business will drive AT's revenue and PAT up significantly. Expect huge re-rating and upgrades. mini supermx run up in progress?... or comfort/carepls style? either way, 12 sen is guarantee history. Cheers!

Stock

2020-11-05 16:32 | Report Abuse

The ESOS is to raise cash for the operation.... good plan... just keep accumulating before 12sen is history.... load up... operation is ramping up fast for production.

Stock

2020-11-05 13:25 | Report Abuse

Any country that impose a windfall tax on a company (selling non-commodity products) is basically telling companies to make losses because if you are profitable, gov will tax you until lao sai.
So given glove sector is not a commodity sector and companies make money from various technological differentiation and supply chain model along with multiple ASP pricing strategy, windfall tax cannot be imposed. Its illegal, period. IT can even be challenged in court if need be.
Plus, many companies will leave malaysia and probably delist. so if the gov really wants to take the profit from glove companies through this means, then prepare for an economic downfall because job losses will spike and many companies will leave local scene and expand somewhere else. 95% of the companies in BURSA is not doing well at all and some is on the brink of PN17. kill the golden geese? Don't be stupid because there are other ways to get revenue... borrow and create more jobs so that people can earn a living and spend to boost economy.

Stock

2020-11-05 08:09 | Report Abuse

its all skewed news to drive price of glove counters down... topglove is a victim of its own success... many are not willing to see it over takes maybank as top #1 company in Bursa by market cap. Regardless, if it goes down, just load up... nothing else to buy in bursa except glove counters and gloves (up coming players with factory almost ready to start production)... the rest are junk for now....

Stock

2020-11-04 14:57 | Report Abuse

this type of company keep issuing ESOS at such big discount is questionable...... let's drive this to 8.5sen

Stock

2020-11-04 12:27 | Report Abuse

Supermx should acquire AT and expand... windfall tax is illegal for gloves because its not raw commodity per se... the technology and pricing variants are proprietary rights of the company... gov cannot tax windfall... this is no oil palm dude... don't be stupid..

Stock

2020-11-04 11:54 | Report Abuse

buy and keep loading up this cheap glove new kid on the block!

Stock

2020-11-04 11:54 | Report Abuse

14-15 sen today is posible... but why sell when $1 is realistic for a 860M revenue

Stock

2020-11-04 07:37 | Report Abuse

1000x return prospect is rosy.... expect 65-80sen before CNY. Just buy.

Stock

2020-11-04 07:32 | Report Abuse

buy and keep collecting..... if possible when the stock goes red, all in.
Clean up your portfolio and keep it lean and simple... supermx for glove and myeg for tech/immigration/healthcare.... the rest of the companies are all going to lose money if not breakeven. Don't buy with money you don't have. Secure the money and load up.

Stock

2020-11-03 14:58 | Report Abuse

AT is the mini supermx... watch the price rocket once the glove lines starts.

Stock

2020-11-03 14:55 | Report Abuse

gov needs to tax the company that make so little profit that its embarrassing to even get listed. Gloves company profit is a cyclical event... any windfall tax is crazy and illegal. Can be challenged because any profitability is tied to corporate strategy and pricing initiative... not because of weather/environment per se that causes good harvest. gloves are manufactured not a natural product. Get your facts right... if the current gov went and tax gloves, it can be brought to court for illegal taxation.

Stock

2020-11-02 11:02 | Report Abuse

nice, so red and its very good... more fall pls for collection. whatever the rumour.... please publish... windfall tax, virus disappear, EPF cabut, budget don't favour gloves, or any other situation that may not be very condusive for gloves sector.... love to hear and see it fall... all queued up... come to papa.

Stock

2020-10-30 09:11 | Report Abuse

supermx in the making... once they start shipping in Dec, there is no turning back.... get ready for $1

Stock

2020-10-28 16:08 | Report Abuse

production starts in early Dec
Don't be fooled by syndicate pressing down for collection... buy

Stock

2020-10-28 15:28 | Report Abuse

the next supermx?

Stock

2020-10-28 10:34 | Report Abuse

Just buy when red.... who cares what IB does... don't give a f.... just load up... they cannot press down forever.... sooner or later institution funds will come in because there is no better companies to invest with solid profit roadmap for the next 1-2 years... cheers!
Every sales is a good entry... IB sell we take.

Stock

2020-10-28 10:14 | Report Abuse

hahaha, soo funny to hear "Runnnn" pointed out the malaysia style bursa pattern... Great QR must sell down... bad loss making companies must buy. makes me wonder...:)

Stock

2020-10-28 09:18 | Report Abuse

let sellers go.... they are just gambling or at most follow the sell on news narrative... nothing wrong. Those who sees the value... just hold and when red, just buy and keep buying. It is going to be a great Christmas and New Year soon... woohoo!

Stock

2020-10-27 17:10 | Report Abuse

very impressive results given the size of Supermax.... let's up 20% tomorrow.

Stock

2020-10-23 13:42 | Report Abuse

virus is corona based which technically already confirmed to be not "vaccinable" and would requires continuous vaccination as the virus spread and mutates. But institutions is adamant to correct the stocks given the superb run from 6.45 to 9.65 (~50% gain in 6 weeks)... profit taking is imminent. with US election around the corner... many will lock in gain. revenue for gloves remains solid and expected to hold... but no harm taking money off the table for profit maximization. re-enter next week or so.... malaysian gov budget is around the corner too... so expect budget related stocks to gain momentum.... glove prices are expected to be controlled....may even take dive.

Stock

2020-10-22 10:16 | Report Abuse

get ready for the show... grab your popcorn and cash....

Stock

2020-10-22 08:59 | Report Abuse

External factored dampen market, vaccine news making head lines (mixed news), virus situation remains high, US stimulus deadlock, vaccine availability vulnerable groups in US by Dec'20... all these will affect sentiment.... most of all, SCWs expiring this months will drive prices down to correction after a 60% rally from bottom in Sep.... place your bets.

Stock

2020-10-21 16:18 | Report Abuse

this is the beginning of a 3 day selloff to fry ikan bilis.... more to come... tomorrow another round... be safe... cheers.

Stock

2020-10-21 09:47 | Report Abuse

sell before its too late... I repeat no factory yet, no product, no output, no revenue, no cash stream... by the time they have a stable factory line, the ASP is normalized and new companies like this will be wiped out because of lack of margin and brand equity. EXTREMELY STRONG SELL. However, many punters will still chase... and end up become sambal ikan bilis.

Stock

2020-10-20 15:21 | Report Abuse

correct back to 75sen. no product no revenue but simply limit up... kns.. go down.

Stock

2020-10-19 13:01 | Report Abuse

goreng up on wind.... no product, no factory... buyers are purely goreng kaki for major shareholders to run. I expect them to fail to launch... and even if they do, it will be mid 2021 start production with a pittance output of 3.5B piece per year. just plain crap.

Stock

2020-10-19 11:24 | Report Abuse

on the way to reclaim all time high... slowly but surely... :)

Stock

2020-10-16 16:11 | Report Abuse

this is a scam.... goreng up for insider dumping. so many gloves company and jokers are buying up this counter just because they announce to go into gloves? sohai. they have no plant, no product and no revenue. want to ride gloves go with real players. bursa have plenty of them.

Stock

2020-10-16 15:17 | Report Abuse

Next week will reach FOMO stage.... end of Oct, we will hit above $22.

Stock

2020-10-16 12:34 | Report Abuse

want to buy warrant, go with C48...

Stock

2020-10-16 07:43 | Report Abuse

Harta on the way to $20... could be done soon if not today.

Stock

2020-10-08 10:42 | Report Abuse

Profit taking building up steam.... more clearing required for solid base building... Q result still few corners ahead... still have time to drive down the price for Cwarrant expiry... don't catch the falling knife if it happens... cheers.