Glove*

Pure Globe Counters 里,Carepls 比益本PE最低。

四大天王，他们很少机会会limit up 了，因为很多都移过来二，三线手套股。即使只有10%现金流入二三线股，都足以把这三小天王（Ruberex, Comfort, Carepls）带入理想/合理价位。业绩公布了，比益本（PE)自然会自动地调低。

Pure Globe Stock

RM4.74 ，now can Q to buy to get tickets from other traders.

Carepls ticket become lesser and lesser day by day.
Just like Supermax.

Bro longtermvaluegain , kamu betul semalam kamu kata mungkin kita berjumpa pada rm4.74/4.75. kalau limit up.

Yes, and if you add all the volumes in 6 glove counters, it is still below the traded volume in Careplus! Amazing yeah!
Posted by dhnn81.

Keranaa Ramai Orang Sudah ketinggalan untuk membeli Carepls ketika first QR diumumkan. Bagiku, Carepls masih murah dibawah harga Comfort dan Ruberex. Apatah lagi production line dan pengeluaran Gloves adalah jauh lebih tinggi berbanding Comfort dan Ruberex.

Solid Fundamental Analysis (FA) counters like Ruberex, Comfort, Supermax, Topglove, Harta, and 之前被人们遗弃和远远抛在后头的Pure Glove Counter -CAREPLS support by demand of 190 more counteries for gloves use and Coming Solid Rock Quarter Report。
简单来说，盈利主导该股的身价。

Ruberex and Comfort 可几天里也许看见RM7.00-RM9.00。

你们想知道SUPERMAX 在RM4-RM6.00 之间的走势吗？
要知道的话，要等明早，我才可以做得出来，因为要一一的看。

不论有没有疫苗，不论疫苗什么时候出来，全世界依然需要手套！就算有疫苗，医护人员一样要穿手套！

CAREPLS 完完全全没有作过红股/share split企业活动的。
股数才区区的540.36 mil 张票(5.4036 亿张票而已）

TOPGLOVE：2.702 bil share (27.02 亿张票）
HARTA：3.428 bil share (34.28 亿张票）
SUPERMX：1.360 bil share (13.60 亿张票）
KOSSAN：1.279 bil share （12.79 亿张票）

Cash and bank balances RM17,185,000 （同期才有RM5,697,000而已）

Operating profit before working capital changes RM35,537,000 (同期才有RM22,005,000而已)

Net cash from/(used in) financing activities RM11,004,000 （同期是负RM31,749,000)

Cash and cash equivalents comprise RM26,665,000 (同期才有RM6,118,000 而已）
下一个业绩出炉了，PE 自然会调低的。

(这个会更加清楚）

IB Investment Banks Are Coming Out To Rerate Careplus New Target Prices

Some Salient Factors Will Be

1) Its Conversion Of Empty Warehouse For Glove Production

2) Its Purchase Of Budget Hotel For Conversion To Workers' Domitories

3) Its Huge Potential In South America : Brazil Alone Over 200 Million People
Up North Is Usa. Very Big And Accessible Market Nearby

4) Its Asp (Higher And Even More Higher Prices Yet To Reach)

5) Its Speedy Expnsion

4 Billion Medical Gloves Now
6 Billion By Year End
8.8 Billion By 2021

After These Will Come Fund Allocations By Both Local & Foreign Funds To Careplus

CAREPLS
30-6-2020 31-12-2019
(RM’000) (RM’000)

Cash and bank balances 17,185 5，697

Operating profit before
working capital changes 35,537 22,005

Net cash from/(used in)
financing activities 11,004 (31,749)

Cash and cash
equivalents comprise 26,665 6,118


The global pandemic caused by the Covid-19 virus have created an exponential increase in demand for medical gloves which have benefited many manufacturers including Careplus.

CAREPLS therefore expects strong positive results in this pandemic period and beyond. The overall business prospects continue to remain good.

Careglove sales outside of Brazil have increased significantly while the Brazilian sales have also turned around significantly with better margins. While spot average selling price (ASP) remain high, the ASP for regular buyers is expected to increase in the coming quarter barring any significant change to current shortage of supply.

The COVID-19 pandemic has accelerated our plan to increase the production capacity for the Group subsidiaries.

By end of this year, ten (10) new production lines will be installed and commissioned. Another thirteen (13) new production lines will be installed and commissioned during 2021.

This will nearly double the total production capacity from 4.1 billion pcs to about 8.8 billion pcs by end of 2021 barring any interruption.

CAREPLS will have a total of 50 production lines by end of 2021.

WHY WE invest in GLOVES:-

GLOVES have shown the unbelievable 1st super bull run in April-June 2020.

The 2nd super bull run is on the way now, July-September 2020.
Market is expecting this same exact pattern to repeat n duplicate in every Q up to July-September 2021.

那就别吃咯咯，blood29us.

待会我告诉大家Carepls 业绩里内容。现在是lunch time.

Comfort and Ruberex already exceed RM6.00!

Comfort and Ruberex going to exceed RM6.00 in very very soon.

最便宜的pure手套股@CAREPLS

他在准备blog.

Kevin-ik4u, ask some ppls sell a bit cheaper to you lah.

Carepls 才rm20亿出市值。

Supermax rm256.8 亿市值。
Carepls 有排追。

By : longtermvaluegain brother.

一部份人类的性格，导致疫情再蔓延。恐怕更.....

yup, ray1980.

Monday, 二三线手套股即将被追高。

明天，CAREPLS 真的是Limit Up的话，我们大家就在RM4.74/RM4.75 见面了。
02/08/2020 4:31 PM

有可能今天会发生LIMIT UP.

短期内不会有红股/share split 企业活动公布的。明年就可能。也许CAREPLS 已经是RM10.00 多了。

包括我

不够票了，全部人都握得很紧。

请去上网巡查更多Topglov and Supermax 去年净利，来每一个QR做比较，就会很清楚了。

Topglov, Supermax Profit After Tax 来临的这几集业绩将出现前所未有的净利！！

大华继显重申对手套行业的“增持”立场，因为对个人防护装备的需求仍然很高。
分析师Philip Wong在7月27日的报告中解释说：“随着更高的平均售价（ASP）修订和现货销售组合，行业前景进一步改善。”总部位于马来西亚的三大巨头Top Glove，Kossan和Hartalega已经在8月和9月提高了其ASP指导价。

手套需求是很大，但是行业竞争也相当激励，可是正因如此业者应该更专注自己擅长的领域，务求做得比对手更好，分心于其他业务而忘了自己的专长.
所以多多注意二三线股如COMFORT，Ruberex, Carepls，只是专注于手套业务，努力扩充产能及提升赚幅。

I still hold keep , bro longtermvaluegain.Remember why a lot of peoples miss and loss opportunity to invest in Supermax and Topglov? Take it as a lesson.

Do you all listen and understand clearly what Gordon Khor say in his video? Then you will know why need to invest in Glove Counters.

我们可以感受得到COVID19疫情越来越蔓延。大约有65 billion gloves use monthly in the world nowadays.

65 billion gloves use monthly.

https://www.chinapress.com.my/?p=2137273

https://www.sinchew.com.my/pad/con/content_2317333.html?fbclid=IwAR1-FwSvzaHGOy__8UREiRRFZFnktWG8JYdXM8sKP-uCuz_UjfZ0OwcDUQs

https://www.theedgemarkets.com/article/klci-trade-15501617-level-next-week-glove-counters-continue-be-stocks-watch-out

https://www.theedgemarkets.com/article/capacity-top-four-malaysian-rubber-glove-players-expected-rise-16-2020

只有等contralian先出去，他们毕竟会买回Carepls.

还是人家先买入Ruberex后，再回去看Carepls?

奇怪。

Why Ruberex run faster than Carepls?

Carepls's PE currently run 40x,
If we count 40x, Carepls TP will be RM6.50.

The total PAT is RM37353, 000 for Carepls. We deduct out the one-off profit RM15, 400, 000, the profit in glove manufacture is RM21, 953, 000.

EPS of the Carepls for this quarter is RM21, 953, 000/540, 359, 669 shares= 4.06 Sen per shares.

So let say next 3 quarter also get the same EPS. So total EPS for four quarter will be 16.24 Sen.

EPS x PE= Price

16.24 x 20= RM3.25
16.24 x 30= RM4.87

After lunch, will exceed 90 sen.

Thx for your explaination , calvintan

Carepls 正在迈向RM3.00.

很多人不知道,不大清楚HLT 就是Glove Counter.