It's the similar with the employees in a company. Those doesn't dare to resign would be the one keep saying wanting resign from their work. No action talk only.

Don't delay your happiness.. sell all your assets in Malaysia and migrate to China. China got no covid cases unlike Malaysia streets are full of covid. China is better in everything comparing with Malaysia.

CCP fans would say it's fakes news...Please don't disgrace my beloved great great country. Please don't wake me up...

Posted by enning22 > Sep 20, 2021 1:21 PM | Report Abuse

中国房地产崩塌由恒大吹响了前奏曲
https://www.youtube.com/watch?v=r1f7XpullMk
中国经济上演裁员大战，三支裁员队伍齐头并进直捣黄龙！
https://www.youtube.com/watch?v=WNmbhS84UYM

Malaysia is a small potato. China Infrastructure is much more better than our country. Sell all your assets and migrate to China is the best to uphold Xi policy. CCP fans.. Malaysia has nothing for you to value for so take an action and go for the greener pasture in China la.

Any CCP fans want to pledge their support through cashing out their assets in Malaysia and migrate back to China to uphold 共同富裕 policy?

https://www.klsescreener.com/v2/news/view/882577

You think you are so great or feeling so proud in turning facts fron white to black or black to white...safe it for yourself..

Thìs one of the example of being toxic positively.

Posted by qqq3333 > Sep 20, 2021 12:13 PM | Report Abuse

CCP fans are ok...CCP can be called Confucious Party of China.

Stockfreak. Exactly. Besides China and US, i still got the option to live in South East Asia countries. Not the rigid mentality of Western Supremacy and CCP fans being ignorance.

That's why it becomes different breed when toxic and positive joined together.

Safe your toxic positive attitude la.

Migrate to USA for what? Are you worshipping white Supremacy?

CCP Chinese mentality is like this...suppressing their peers in their own land and let their descendants enjoying life in western countries.

I'm a Malaysian. What make me inferior? I don't have the pride for migrating to China. See who talk and walk is entirely different.

Support in real la. Sell all your assets in Malaysia and migrate to China. China stock market is big big size man.

enning22. If you talk like this, many Malaysia Chinese won't be happy. They love to listen toxic positive views. True or fakes news doesn't matter as long as their pride is being taken care by toxic positive people.

Sell all the assets in Malaysia and balik Great China is the best to enjoy life. Why keep complaining and living in this small patato country? Not good to health man.

There's only one way for him to stay relevant in i3 through churning out Chinese topic articles. The content of the article whether fakes or true is irrelevant. Prime objective is to prolonging popularity in the community like what politicians do in their routines.

No matter how. Malaysia Chinese businessman are partly benefited from the business policies set up by the government (Malay politicians). Don't even think about our Malaysia Chinese businessman are so good like a god without a single dependent on the government policies.

Slowandsteady. Canone's receivables is about 90 days which is much higher than Ablegloble. However, If you compare with Scientex's receivable, Canone's receivables is merely 12 days higher than the former.

He won't stop talking one. Instead, he would talk even more Chinese topics to keep his popularity in the heart of Chinese in i3investor. This is the way to gain more gullible believers. Investment side, he is far behind OTB... Have you ever seen OTB talk Chinese topics to gain popularity?

Wash and flush again.

Many contra traders... T+2 again.

Observatory. Nice info about the subsidies from the local government.

Glove supply is expected to grow between 100b to 120b in 2021 or 30% of the output in 2020. Malaysia gloves manufacturers share about 50% and the remaining goes to Intco & BlueSail. New expansion capacity is carried out at warp speed in China since last year. They could slow down the expanding progress after experiencing ASP plunging in the next 6 months.

Uptrend is resumed.

Kuan already said big chicken were fighting for small rices now.

Apple's net profit margin is merely 34% in 2ndQtr 21. Glove sector is fetching > 40% net profit margins.

Gloves are cheap items but very lucrative margin now. Glove companies have reported net margin more than 40% in second quarter.With seuch quantum of margin, it is only available to the high technology companies.

No country is able to complete with Malaysia glove industry in term of being lowest costs producers except China.

If look from this angle, Intco and Blue may dare not speeding up their expansion plans at one go to minimise risks exposure. Prices competition may not be so intense next year as perceived by the market.

Let say, US delay imposing tariff on gloves for another year. Intco and Blue speed up its aggressive expansion plans. All glove companies is fighting for prices reduction to gain their market share. By the time all China manufacturing facilities is ready next year, US impose 20% import tariff...

US has lifted import ban to Topglov's gloves few days ago. Is it a prelude to impose import tariff by US?...errr..another guessing game again.

If China insist staying opposite to US, imposing 20% import tariff is the matter of time. Good to Malaysia glove producers.

Hard to say. Possible of trend reversal when US imposes import tariff 20% on gloves origin from China.

The testing of chips by OSAT & EMS (assembly) will be moving out of China as US doesn't want to depend heavily on their highly competitive big country.

Bang_misk.
Semiconductor supply chain is much more complex and very difficult to develop by its own and the industry depends on suppliers from few developed countries. Both hardware and software & raw materials are being controlled by US (EDA & ECAD software & photoresist.. ) , Holland (ASML) , UK (Arm software) & Japan (substrate).

Intco shares surged 40x less than 18 months. It is once in a blue moon....boss is so tempted to run away.

" The administration of US President Joe Biden will soon decide whether to continue exempting from China tariffs some medical goods that are in demand during the pandemic, such as face masks. Diplomacy US considers extending tariff relief for Chinese medical gear used to fight Covid-19

The tariff exemptions on the medical goods and personal protective equipment used to fight Covid-19 are set to expire on September 30
No broader decision has yet been made about other tariffs imposed during the Trump administration "

Malaysia glove companies are enjoying low energy costs (natural gas) in comparison with China. Natural rubber cost is lower since it can be procure locally. When China's export is not doing well, they would price the products below costs with the help from the government. If that is the case, US tariff on China's gloves would only able to help Malaysia glove companies from entering deep low margin level.

High net profit margins will encourage more new players get into the glove industry. Malaysia Glove companies used to maintain net profit margins 8% to 10% to squeeze out the smaller players during pre covid. They prefer to work in cartel manner keeping the operation costs at low and maintain reasonable margin and market share in long term.

DJ's fate is dictated by 2 giants, Apple and Microsoft. Both companies represent 42% of DJ index weight. DJ won't crash if Apple and Microsoft maintain the share prices. DJ index manipulation is worst than Bursa.

China is so great. They may not need to learn English anymore. Send your children there to enjoy free from learning English. Easy life man.

https://www.google.com.vn/amp/s/www.rfa.org/english/news/china/exams-08122021132625.html/ampRFA

Updated PER valuation of packaging companies. Canone remains the lowest and catching up its peers.

General Can segment (PER)
- Canone < 5x
- Ableglob 11.6x
- DPIH 30x

Stretch film segment (PER)
- BPplas 12.7x
- Tguan 12.5x

Flexible & Other plastic packaging (OER)
- Daibochi 14.7x
- SCGM 14.2x
- Scientx 15.5x
- SLP 16.0x

Carton segment (PER)
- Master 7.0x
- Muda 7.3x
- Orna 7.0x
- PPHB 6.7x

Harta's paid 50.95 cents or 60% of the full year PAT EPS 84.4 cents in FY 2021.

Harta pay 60% PAT in dividend every year. The company will announce first inteim dividend 39.65 cents (PAT 1st Qtr FY 2022 :66.08 cents x 60%)for FY 2022 in October.

Kuan doesn't pledge any shares with the financial institutions.Why he want to care much about the share prices? His commitment is to manage the company well and pay dividend 60% PAT to the shareholders.

Kuan has sent a clear message to the investors ...please leave Harta if you are not the long term investors.

Teo is giving us chance to join the boat at low prices. Mari mari.

I don't expect CanOne up similar with SAM, jumped 50% in 3 days. It's a luck.

T+2 again...operator said contra traders are not welcome.

Up slowly everyday to minimize involvement of contra traders.