Black_Panther, 對，內射飛彈打到樹林裡，還敢搞疫苗。

其實，以我對武漢肺炎的了解，真是不是那麼容易對付。武漢肺炎雖然不猛烈，但異常頑強。有點像下棋的高手一樣，守得滴水不漏，不動如山，一有機會卻傳播／病發得很快。一旦人累了或吃錯點東西，發病得很快。猶如兵法云：「善攻者動於九天之上，善守者藏於九地之下。」

病毒難以攻破，或跟愛滋病的基因序列有關，因此我判斷起碼搞個四年才能夠控制得住。（往好的方面想，也許這次武漢肺炎完結，愛滋病也順便消失了）。

Hi, Choivo, sorry, can't finish reading it.

1. TF bankrupt every other business he had, next on the line is AAX, and he will be left with Airasia.

This makes TF a speculator, not an entrepreneur. This is against everything we read about him.

2. What Airasia has been doing it wrongly: a. Airasia treat all subsidiaries as colony. Colonization and force planting/flying has proven failure. b. Failed hedging strategy, Airasia buy very little oil futures contract when oil price is low and buy a lot when oil price is high. They are trying to speculate rather than hedge and they speculate extremely noob. c. they have stopped/slowed innovation, expenditures keep rising as a percentage of revenue. d. they reacted too slow to COVID-19, say inflight preventive measures or switch fast to cargo?

3. Airasia has portray itself as a competitive company, in fact it is not. Airasia was doing well in Malaysia because MAS is weak. In every other markets, Airasia can barely make money.

4. In Airline industry, you buy a ticket because you trust the company, so you pay premium to its ticket, Airasia has no trust premium. Why would people want to join franchise to sell cheap? That's also the reason most subsidiaries failed.

5. In management, if you let an Accountant runs the company, that's what will happen. (I think accountant cannot comprehend big matrix in their brain, too many attributes....)

Supermax is not HY.

1. HY China is the worst of a polluter. The boss is evil 人大代表。Since Xi in power, HY China has been facing problems, instructed to shut down operation from time to time.

2. So they came to MY. Reported (makeup?) great numbers, get the loan, then reported worse and worse figures even since.

3. Reputable directors resigned instantly, follow by CEOs, good people left one by one.

4. Therefore HY is best described as a "trap".

On the other hand, Supermax is owned by boss with good reputation, capable management and smart shareholders.

Even one day Supermax ends its supersurge, it won't collapse like HY because Supermax will still able to make some genuine profit.

Kossan also not bad.

Say 90m volume, value will be 2b? Geng!! Definitely FF

Warren Buffett is older and 1000 times richer than KYY. Keke.

Uncle Warren's BH?

39m 4:50pm. Geng!!!

Maybe more than 10m. Geng!

Damn, 10m volume last 5 minutes?

基金經理還要幾千萬股，誰還有貨？

發啦

朋友們大家好！

他媽的中交建被美制裁，那東鐵能否繼續成謎。

但我覺得如果中國建築公司全面退出我國，將來對我國建築公司的利基恢復相當有利，長期而言對WCT相當不錯。

Vaccine is great. I predicted the same thing glove will pour money into vaccine. But vaccine already known likely won’t make much money for the sake of saving humanity. That’s a great thing so we much praise those kind people provide vaccine for us.

Long term investors can distinguish between facts and fictions.

Harta eps 2, next quarter will be 10, then 30. Kossan eps already 10, next quarter will be 30. Topglove eps around 10, next quarter will be 30. Supermax eps already 30, next quarter will be 70.

70x4 = 280 cents per share. Now not even 10 times PE.

Share price still Long way to go up.

Coming days will be very exciting.

Gogogo! Huat lah!!!

As I said before and many of you agree, RI is the solution. But TF got no money. He must accept earning dilution if he is unable to subscribe, then Airasia can still have hope. Otherwise, two years later TF got to drive Grab to feed his Korean wife.

Apple, you are good.

Hello guys, I guess Kossan and Harta sort of same mentality or bound by the same principles, they have longer term bigger customers so price increment got to be gentle. Next 2 QR will be better.

Yeah, production + 6%, ASP maybe + 8%? Still worse than Harta production +8.5% and ASP maybe +15%?

I mean in usual times these companies (Kossan & Harta) will do better.

One big hole/empty promise is 20% allocation to spot order, clearly this is not fulfilled. Or maybe they just charge new customers with the same low price? Unbelievable.

不要慫，一起上！

明天再漲回三塊。

Buy and forget.

Come back 5 years time, make a couple of millions.

Its easier to say then done though.

IBs cannot manipulate mother share price so much even if they are desperate, TG is bigger than CIMB, RHB, etc now.

IBs will pay heavy penalty soon over manupulation done over the years. If it is not like Baring, it will have 1/2 of Baring.

Stockraider, it's noble charity to provide vaccine for mankind, sorry we too selfish selling expensive gloves.

Please forgive us and f..k off.

USD180 per 1000 is about RM0.75 each which is still affordable.

If you really worry about share price collapses, then when you see/hear ASP dropping or flat, still not too late to run.

Now ASP still going up, why worry? This is the best time.

In the history of investment, there are stocks that goes up 10 times, 100 times or even 1000 times when the time is right.

We have the most severe pandemic in the history of mankind, in the highest margin industry globally, and in the highest margin company.

Moreover, Supermax's share price was suppressed before due to political issue, bearing cost of expansion and depressed market prices.

Huat lah!!!!

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then he/she need to use a glove.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then glove is used.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Hello, everyone. Happy to see many smart people here.

30-40 years ago, when patient is treated, it seldom involves glove. When glove is used, say to deliver a baby, the glove later needed to be washed and reuse. Powder is applied because the glove is difficult to use when it is wet.

Then, there comes disposable glove. Disposable glove is used once but also glove is not used frequently. Maybe the doctor needs to touch patients' sensitive part or in operation theater then he/she need to use a glove.

Now with Covid-19, we have a structural step-up in PPEs, which means that almost any treatment applied to any patient, doctors and nurses will need to use a glove.

Say 12 month before, out of 100 patients, maybe the doctor/nurses needs to use 10 gloves.

Now medical professionals need to use 100 x 3 = 300 gloves (say 1 doctor and 2 nurses for 1 patient) for 100 patients.

Even after COVID-19, global health awareness will continue to prevail.

Yeah, true.

You check the website earliest to get it uplift is like 6 months.

I got TG too.

34c EPS more like it. Old man admit mistake? Amazing!!!!

漲兩塊，漲兩塊

感謝老天，感謝大家！

漲四塊，漲四塊。

不要慫，一起上。

漲四塊，漲四塊！

More than RM3, 勁！

Wow, 9.1b profit FY21? 有冇？ So geng.....

抓緊了，明天就廿塊了。

Now 99% in glove, failure to follow my discipline. Damn!!

如果高產業績好的話，月尾挑戰三十，哈哈！

今天上三塊，嘿嘿！

不要慫，一起上！

終於跌完囉！

Well said, Dali.

I think if they want to change the rules, give some time before implementation. At least 2 weeks maybe?

Yes, glove will run for sometime until prices start to drop. Checked on price, seems like assumed ASP is unrealistically high.

OTB, don't fxxx people lah. Sikit sikit blame people kill parents. If HY victim see you at street, you don't know where to hide oh.

ok, calvin

Fair enough.

Do 100% spot orders, another extreme to big glove companies. Keke.

I have my regrets too. I made RM20k on Supermax, instead i could make 200k.

Congratulations to Supermax holders.

Harta will catch up, lag by 1 quarter I think.

Congratulations, guys!

By the way, correct me if i am wrong.

Harta has recruitment fee issue as well, and not being blacklist by CBP. So, could it be TG has other issue resulted in detention by CBP? If recruitment fee is an issue, probably all Malaysian glove companies using foreign had such problem....?

Regarding NGC 1.5, I am sure boss/management have survey MNC customers, all expanded capacity will be taken.

By the way, I am looking for AMG™ for trial but couldn't find any in Malaysia, I think it has great potential in everything. Any idea how to get some?

Lewis, sure glove is in excess demand.

For Harta, gloves consistently supply to existing long-term MNC customers. New customers can get glove after 9-months' wait. New customers will pay 30% deposit (more or less) and (much higher) price is locked-in at that point.

I think what boss means is Jul-Sep, price hike 30%, they just notify long-term customers and that's how business normally conducted.

oct-dec another 30% increase. Beyond that, we don't know yet.

Take note that in 3 months time AMG should be approved by FDA. (or reject)

Definitely best company in Malaysia. Not "one of".