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2021-01-12 18:15 | Report Abuse
Shorties dropped the bombs on 4 Jan 20 has turned into gold now.
2021-01-12 18:11 | Report Abuse
Shorties is dropping golds instead of bombs.
2021-01-12 18:01 | Report Abuse
Whatever. Glove sector is trending upward now.
2021-01-12 16:46 | Report Abuse
Shorties are putting 2 billion into gloves shares. It is a big donation in Bursa. IBs are smiling.
2021-01-12 16:18 | Report Abuse
Harta is pressing Topglove to move higher.
2021-01-12 16:05 | Report Abuse
Harta will break SMA 200 tomorrow .
2021-01-12 15:20 | Report Abuse
Shorties. Are you ready to be cornered? We are coming to you.
2021-01-12 15:15 | Report Abuse
Shorties. Are you ready the fire up of the glove sector?
2021-01-12 15:09 | Report Abuse
Harta liquidity is much lower than Topglove.Therefore, IBs are targeting Harta to fire up the whole sector.
2021-01-12 14:52 | Report Abuse
Harta is leading to clear roadblocks for other gloves company.
2021-01-11 21:35 | Report Abuse
Shorties are big whale. Local IB are sharks. They are cornering this whale.
2021-01-11 20:05 | Report Abuse
Check mate shorties at the price 10. Extend to 20 if Shorties refuse to be defeated.
2021-01-11 18:46 | Report Abuse
Shorties are facing risks of banning RSS temporary by Bursa. It is not too late to close the short position tomorrow.
2021-01-11 18:41 | Report Abuse
Shorties. Bursa may consider banning RSS again.
2021-01-11 18:40 | Report Abuse
RSS players will shift to recovery sector. Get Bursa to ban RSS again.
2021-01-11 11:49 | Report Abuse
I haven't received dividend too.
2021-01-11 11:46 | Report Abuse
Shareholders will receive dividend in the afternoon. Bullets are available to attack in 2nd session.
2021-01-11 11:37 | Report Abuse
Holding strong. IB are shaking out weak holders.
2021-01-11 09:09 | Report Abuse
Shorties are shivering and closing their short position.
2021-01-10 12:59 | Report Abuse
Big volume on Friday. Possible of Shorties cut loss. I doubt Bursa update Net short position in an exact timely manner.
2021-01-10 12:54 | Report Abuse
Agreed. Bursa is slightly lagging to update the data in Net Short Position. I also can’t tally the figures RSS daily report for Harta and Supermax for last week. The difference is small and less than 10% of Net short positions.
Posted by invest200 > Jan 10, 2021 12:18 PM | Report Abuse
Ben, thank you for the effort to share this piece of valuable information and analysis. I am also tracking the PSS and RSS data since early December. From my understanding, the date printed on the net short position from bursa should be for a day earlier closing. For example, the latest net short data from bursa stated for 8/jan/2021 was actually for the closing of 7/jan/2021. However the date for total short selling for the day is correct. If you do the net short position date adjustment, you will find that the short seller/s hardly cover any of their position(for all Big4) from Monday to Thursday. We will need to wait for next Monday bursa’s data to see the short position for last Friday. If it still show no cover of short position, the short sellers are in greater risk. A point to note, there were a few days (21 and 22 December) that the short position didn’t change, but all changes were appeared on the 23 December(the changes were more than the total trade volume for the Big4 on 23 December), this could be due to either bursa ‘lazy’ to update or the shorties didn’t update bursa properly. This will confuse the market.
2021-01-10 12:43 | Report Abuse
Good summary, Alvin
Posted by AlvinTSK > Jan 10, 2021 12:36 PM | Report Abuse
Overall review:-
EPF interested in buying again with ESG fulfillment
Crossed buying from recovery market sell off
Covid mutation in UK, may lead to potential epidemic
Vaccine faced production capacity limitation
Vaccine faced distribution issue
Vaccine had allergy effect
Vaccine do not have testing for long term side effect
Vaccine not recommended for under 16
Vaccine not recommended for pregnant mom
Covid to spike from now till end of Feb
ASP for glove to rise 20-30% in this quarter
Order in hand for FY21 and FY22 still in tag
Record breaking RM 3.5B PAT coming QR
Additional 10% capacity in the coming quarter
Worker act issue and accomodation to be settle this month
US Ban in final discussion, expected to be resume export in Jan
Management continue to buy in and provide support line
Glove demand expected to rise by 20-30% in FY21
Divident at least 10% for FY21 with the current price
2021-01-09 17:16 | Report Abuse
It is entirely different world. Therefore, covid is spreading at hyper speed.
2021-01-09 17:13 | Report Abuse
It is not important in Singapore but it doesn't mean not important in US and UK where covid wide spreading.
2021-01-09 17:08 | Report Abuse
Singapore has donated their gloves to the nations needed desperately.
2021-01-09 16:48 | Report Abuse
Local IBS are doing good business in selling CWs. You and I don't buy but many retailers out there go betting CWs. CWs are catered for retailers and sucking blood like 4 ekor. I did not say IBs are saints.
Posted by Morpheus61 > Jan 9, 2021 3:31 PM | Report Abuse
Besides I don't subscribe to your theory that Foreign Funds are Shorting and the local IB are victims. Big Time BS. The only people who have a vested interest in Shorting are the local IB who have issued the CFD's
2021-01-09 15:15 | Report Abuse
Run fast. IBS are cornering the whale now.
2021-01-09 15:10 | Report Abuse
It is the local IBS who summons troops to attack Shorties. Wake up alien shorties.
2021-01-09 15:07 | Report Abuse
Retailers are unable to lead the whole sector up and down as they wish. IBs are not saints but they have the resources to do it so.
2021-01-09 15:03 | Report Abuse
RSS is mostly engaged by foreign institutional i am not mistaken.
2021-01-09 15:01 | Report Abuse
IBs are doing their business in a legal manner but it is not morally accepted in certain cases. IBs want the glove share price trade at higher prices for selling the undemanding CWs at high exercise prices.
Posted by Morpheus61 > Jan 9, 2021 2:24 PM | Report Abuse
What's in it for you to make the local IB look like saints ?
They are the crooks that issued those BETS called Structured Warrants.
2021-01-09 14:16 | Report Abuse
Possible of major differences between Shorties and local IBS.
2021-01-09 14:03 | Report Abuse
Shorties wake up time . Glove sector would not soar if local IBS did not get involve to lead the market.
2021-01-09 13:54 | Report Abuse
Nothing wrong cut loss in RSS and help us to push Topglove price to 9.
2021-01-09 13:44 | Report Abuse
Gloves sector is on recovery play after being downplaying for 3 months.
2021-01-09 13:38 | Report Abuse
It is certainly foreign funds with the assistance of J..P
Posted by Orlando > Jan 9, 2021 1:23 PM | Report Abuse
Emmm... who r ths people ths SS?? If can tell thn can counter better
JPMorgan a cahoot?
2021-01-09 13:34 | Report Abuse
Shorties better act fast in RSS. Topglove shareholders are looking forward RM 2 billion cash dividend 3 months latter.
2021-01-09 13:25 | Report Abuse
Shorties. Show your final god power of dumping another 140 million shares.
2021-01-09 13:21 | Report Abuse
Balance. You are right. Shorties have shorted glove industry rm 1.6 billion so far.
2021-01-09 13:17 | Report Abuse
Shorties have different agenda for shorting cash rich company but they are on backfire now.
2021-01-09 13:13 | Report Abuse
RSS are loosing steams. Pls use up the balance 140m shares
RSS in shares
8 Jan - 23m
7 Jan - 35.2m
6 Jan - 13.4m
5 Jan - 18.4m
4 Jan - 106m
2021-01-09 12:56 | Report Abuse
Is there any margin call for RSS operandi?
2021-01-09 12:54 | Report Abuse
RSS was targeting Topglove for the last 5 days. In average, shorties are suffering paper loss rm 267 million base FIFO and the closing price on Friday.
Topglove - RSS in rm 1097 million @ average price 5.6
Harta - RSS in rm 332 million @ average price 10.66
Kossan - RSS in rm 134 million @ average price 4.06
2021-01-09 12:52 | Report Abuse
Ben Tan. Nice sharing. RSS was targeting Topglove for the last 5 days. In average, shorties are suffering paper loss rm 267 million base FIFO and the closing price on Friday.
Topglove - RSS in rm 1097 million @ average price 5.6
Harta - RSS in rm 332 million @ average price 10.66
Kossan - RSS in rm 134 million @ average price 4.06
2021-01-09 10:20 | Report Abuse
Mekong water disruption in short term.
https://thediplomat.com/2021/01/china-belatedly-notifies-mekong-nations-of-river-disruption/
2021-01-09 10:10 | Report Abuse
RSS players are going to cut loss at 8. First batch 100 million shares RSS at average price 5.4 is suffering paper loss 20% now.
2021-01-09 10:04 | Report Abuse
All commodity products related business example Palm Oil, Steel, aluminum, tin, O&G, poultry is cyclical. talking bad of gloves alike taking bad of palm oil business.
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2021-01-13 19:39 | Report Abuse
Can you place your trust in a notorious International IB?