@Sslee, can share why Kossan are much better than Harta in term of value and investment? Thanks Sslee

@Observatory, what yr view on Harta Vs Kossan? both cash rich but kossan EPS r better than Harta for this Q and yet Harta share price is x2.8Kossan, what your opinion?

@Observatory....I am a bit confuse on prosperity tax...based on all IB report Harta need to pay for FY22 (apr 21 to march 22) meaning 400m estimated, meaning prosperity tax not tax according CY22, it based FY22 of listed company?

@Observatory wow...u really did a lot of homework b4 invest. Can you give yr view on TG Sukuk 1.295B (as per latest QR), how this sukuk work? if based on Kossan 40% nett cash, does Kossan also is under value now? if you give you rank list of investment in glove which one will be 1,2,3,4? thanks for sharing and really many things to learn from you

@observatory thanks for your valuable sharing, among big 4 which you think have the best value and in term of ROI? also what do you think on Top Glove?

My experiences there r still different and volumn also pay key factor n when come to raw material if u have vol also can be deciding factor too. Labour cost and manufacturing cost can be different too beside quality

@Philip, I have no ideas on how much Intco and bluesail r selling, i have some company task to travel to china time to time, generally the manufacturing cost and labour cost is higher in China vs Malaysia

@observatory, will you buy in Harta? if yes what are the reason u choose Harta vs other big 3? what unique on Harta?

Uncle Philip, when you invest stock eg Harta ....how long u plan to hold? also how your strategy to average down if Harta keep on dropping due to sentiment?

Uncle Philip, what make you such high % invest into Harta? there must be some unique or strategic positioning with yr wisdom investment journey. Now everyone is fear on glove retailer and IB, but you invest heavily

Thanks Uncle Philip, how do you think Harta or Malaysia glove competitiveness vs China glove co especially Intco or bluesail? I believe from your investment on harta mean you still confident will bounce back 1 day

Uncle Philip, any reason u choose Harta instead of Top glove or kossan or SPM? can you share your wisdom of investing

@Alvin TSK thanks for the useful information, can know Malaysia port r congested and short of container, will this affected TG sales for coming QR?

@BenTan000 Very informative and appreciated the effort to put all tis together. Keep up the good work

@ChaseBros nice and very informative. Well done bro

TSLWC is the man with honesty and integrity, u can see how he handle the crisis without compromise integrity and no corruption by Publicly make statement 1 by 1 to Public and gov. He spend 20M to buy own share today and yesterday is peanut for him because 16.5c div he will receive >400M cash by 11th Jan. As major shareholder of the co will only interested to receive the real hard earn money thru div instead of goreng the share. As small shareholder and Malaysia, we all shd be proud with this Malaysian co with Global market. Ask yrself how many Malaysia Co can be in global stage?

@GrowingRich @Chase Bros Thanks for sharing and same page as you.

@newkid can explain where this fine 200m n foreign worker 300m came from?

@Chase Bro, even with Q4FY21 PAT 0.98 EPS PE 10 , TG worth to be 9.80. Deeply undervalue now and off course I choose to be believe you PE20 RM19.60 is achievable. Invest on our own accountability, ownership and believing and thanks for yr data.

@Staedy you are right even Harta Senior Kwan also told investor that Glove shortage will be last at least till 2023, TG and Harta are long enough in this industry who know better anyone of us in this forum and we need to trust them who had shown consistent return since IPO.

@WealthSoWonderful you are right buy great co will make us sleep well instead of buying goreng counter give us nightmare. Thanks for tabulated out n give some lighting in tis forum. Always give the positive energy.

last press conferences TSLWC said they still have 2B cash after 1B SBB

@ChaseBro good sharing and appreciated very much.

TG did a lot of good karma so that reserve as No 1 co in the world. TG did a lot of good karma in Malaysia thru contribution of job employment for local/foreign, tax, make Malaysia glove industry in world map, create value to long term shareholder/investor, provide good div. continue educate employees to have good health. This call good Karma.

@ChaseBros will Q2Fy21 result affected due to EMCO and factory closed ? will this prolong again till end of dec?

Hi Guys, look from the positive aspect on Mr Market, given all of u to collect good co share with undervalue TG 6+ with div min 6%+ high growth.....as investor we need to be very happy because we are given opportunity to collect great co Growth + Div

136M for next 10 months, but look from positive aspect TG earn PAT 2B/Quarter n 6B/total 3 Quarter, 136M is just 2.2%....small amount vs PAT

Nice sharing, keep up the good work and thanks for yr kindness to write it.

Nice sharing

TS management need more publicity

Property crt no momentum yet. not for short term trade

TS EPS 1.82 vs TG 15.95 but TG command higher valuation n have clear div policy 50%

few weeks back I decided switch TS to TG....Sold TS 0.7 N buy 7 TG. now 0.64TS and 7.9 TG. TG earning vs TS not much different in term of % but TG command higher valuation then TS

When big 4 Glove up a lot n TS up very little, when glove down n TS % drop more

Based on FA Forward PE small liner usually unable to command higher PE vs Big cap blue-chip, be realistic. Earning need to grow with Div

@2225566 thanks for the inf. Just curious how to access inf you share?

Stockwiser do u have the breakdown the capacity of the products category?

iconic invest 155M PPE (Mask+ glove) 12 months from now and OceanCash invest 40M for mask n non woven, both may need to have placement and raise fund with bank borrowing and etc, for TS is pioneer in Malaysia and he have many upper advantages where already supplied to the market, another point is 20M investment which under TS capability and not asking shareholder to placement or right issues where tis is good move.

SS: spunbonded nonwoven fabric + spunbonded nonwoven fabric = hot rolled from two layers of web;

SMS: spunbond non-woven fabric + meltblown non-woven fabric + spunbond non-woven fabric = three-layer fiber mesh hot rolled;

raw material PP Non Woven.......import duty is 20% if mask manufacturer need to buy raw material from oversea (especially china are flooded with this raw material)

@damianwayne, that is last QR Q2 on 70% PPE which already realise, Q3 no statement from TS management except 20M investment to double the capacity

@NathanScott, any news in their new machine and 20M investment progress?

BabyAce: good time to accumulate? Still got hidden value?

@yorkyork LCTItn is provide raw material for plastic but didn't make finish products such as plastic sheet and etc, same apply they supply PP for manufacturer for PP Non woven manufacturing

@Stockwiser FY21 oso is important, you can see those glove Big 4 where all IB can have their projected EPS. TS need to show grow not just PP Non Woven but oso the PVC and new business cast PP sheet use at food packaging. Really hope their business can be turnaround after massive lost on Solar.

Healthcare glove/mask sentiment is hit by vaccine news /IB but ultimate will be back when earning perform

just check online PP Non woven import duty is 20%........that is good for tekseng, if next Q3 result is good mean can add more

@Stockwiser how about Mask maker buy material from oversea especially China? will those raw material is taxable when they get from oversea?

@Stockwiser Good or bad for tekseng?

If property sales/ Profit continue growing QYQ + gold mining go ahead + Gold price rocket high, >RM 1 is achieveable but ultimate back to Earning, earning + Earning.
Best will be declare Div too