lol... u take it so seriously :)

re: mcmann, thanks for clarifying... it's internet world, no point to say whether working here or there or as trader or investor etc... every comment needs to take a pinch of salt...
i use various means to look for data supporting my investment, one can buy company report at SSM. There's also twitter, facebook to look for info... one can also buy Panjiva report to track shipments of gloves etc... finally i will wait for annual report to review...

t_nike2002 > the stock plunged b4 results released in the morning, but since results out, after noon, the selling has subsided, result is still better than last year but not as good as last quarter... candlestick closing is a hammer but would have liked the hammer to close at buyer level @ zone 1... there are still uncertainties
a) Dividend - they only announced interim in FY2019... this time no final dividend announced (or not yet)
b) the details of lower profit which did not get mentioned much in QR report... maybe need to wait for details in annual report...
c) noticed also in QR report Tax recoverable increase a lot... not yet get paid by IRB?
I will wait for analysis report.. like cimb etc... but like Highfive showed the article, block A of plant 12 will complete soon, so wait for the commissioning of new lines.

even if results is not as good... maybe good chance to purchase at low price... since its distribution arm is expanding... this one in UK, next year will be start of building of distribution centre on a 7 acre site... https://www.peterboroughtoday.co.uk/business/health-gloves-supplier-plans-multi-million-pound-expansion-in-peterborough-1-9042442

department of google search engine...

4Q last Financial year is 329m... so anybody also can be insider, it's so easy to predict... since they have new plants up and running...

re: Cheok, i think pple concerned not on QR revenue... it will be up... but more to whether got any extra expenditure charges charged to Q4... eg tax like they used to do it... although it's 1 off in 1 quarter, pple don't like that....

merck, if insider long time not here.. not just 20 days... if am an insider already know should put money in amazon long time ago not in superman,... haha... nothing beats US technology companies...

https://www.igamingbusiness.com/news/bet365-partners-empire-resorts-enter-1bn-new-york-market

the US dollar theme is back... yeah baby.... long live the glove stocks... :)

finally, the last man standing also get sell off.... but volume is low...

kossan - the only glove still in bullish trend... macd still in positive region, while the rest is koyak...

harta & topglov selldown... but this is to be expected, as from chart they are still in bearish territory (and maybe worried about Hartalega's upcoming results), only Superman and Kossan maintain bullish trend chart:-
1) bullish macd cross and above 0
2) EMA50 above EMA200
topglov - chart says major support at 4.10.... if it breaks, then will take some time... but looking at bright side, it's good for anybody who wants to collect for the long term...
now market favours superman and kossan, since their expansion plan is on track...

topglov will already be 80b by end 2020... so really cannot compare, harta 1 to 2 years time 40+b.. kossan max is 32b i think, then 8 years development for Bidor for next expansion... superman is after 5 years only 42b... still very slow and long time away.... i think superman is now trying to maintain 10% from world market size... not really outdoing it....
but all may diversify...
1) Kossan maybe on technical rubber, eg if highway rubber is on
2) Topglov, trying to do almost everything now... including medical or non medical that can volume produce...
3) Superman - each distribution hub maybe trying to value add by selling other things apart from gloves + contact lens (own brand + OEM)
4) Harta - add more value in specialty nitrile gloves... and maybe looking at distributing other things in China India...

re: fzank, everything is true... except no evidence so far for this statement yet " improving sales data from contact lenses business", if you have can furnish some here for our benefit? else, need to wait QR....

ready to revisit one loke chat (1.67) again....

another bad investment decision by Notion, maybe need to sell in future... but better be careful in near term, as their factory catches fire easily...

oops, mgt being conservative, 13b instead of 17b pieces of gloves... :)

https://www.klsescreener.com/v2/news/view/555532/cimb-research-retains-add-for-supermax-tp-rm2-30-on-expansion-plan

it will now trap Notion Vtec Plant 3 in the middle... hahaha...

the deal is good and comes with the industrial land - 65500 sq metre = 16 acres.... example one 5 acre land of factory for Superman can produce 5.5b pieces gloves, that will mean easily 16 to 17b pieces of gloves easily = total expansion = 29 + 17 = 46b pieces... again I will reemphasize = 46b pieces... !!!

re: Dlau, you are right, even GKENT is moving now, due to Bandar Malaysia stuff... hope your superman prediction come fast enuff....

https://www.klsescreener.com/v2/announcements/view/29084094

Notice of sbb section 127 announced. Means stock buy back is stopped for now. Uptrend soon

mid august... but very easy to beat quarter... previous year quarter profit 10m...

re: wakarimas, not really, am tracking their glove shipments from April to June, still looking very robust... plus the past quarters, they paid the correct tax rate... which is > 25% (corporation wise)... so no reason to see a sudden extra charge on tax...

today reach 1.60... probably collected somemore as well...

haha, maybe management still not collect enuff... only 3.9% not 10% yet....

https://klse.i3investor.com/servlets/ptres/51147.jsp
keynote:-
"The group was able to whether the slowdown well attributed to the: (i) strength of its Original Brand Manufacturer (OBM) segment; (ii) extensive global distribution network of 1,200 independent distributors globally and; (iii) a balance product mix ratio of nitrile to natural rubber gloves at 52:48."
"Expecting improvement in EBITDA margin. Premised on these, Supermax is targeting to improve EBITDA margin to 20.0% as compared to average EBITDA margin of about 16.5% recorded in last five financial years. In summary, the expansion plan will boost Supermax’s production capacity by +4.4b and +3.2b pieces per annum in FY20 and FY21 respectively. By the end of the expansion programme, the group will have a production capacity of 29.4b pieces per annum (+35.0%)."

lai liao lai liao... volume also building up nicely... :)

Very good acquisition...

purchasing a new japan company to become subsidiary...
"the principal business activity of CDis the importing, trading and sales of fashion miscellaneous goods such as coloured contact lenses in Japan."
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=95651&name=EA_GA_ATTACHMENTS
"The Transaction will give Supermax a strategic access to the lucrative cosmetic lens market in Japan, with Japan being one of the largestcontact lens markets in the world.This will complement its existing business, i.e. the wholesale of clear contact lenses to optical shops, specialist retailers & professionals."

lai liao lai liao... in line with the overall good market... uptrend finally...

last heard in Disneyland...

wow, 1 loke chat again... and now bollinger opens up for further move upwards... despite whatever headwind in gloves counter, this is the only glove company with EMA50 already bullish crossed EMA200 for quite some time.

here is where u can buy Topglove gloves... in Lazada, sold by topglove directly...
https://www.lazada.com.my/shop/top-glove/?spm=a2o4k.pdp.seller.1.1686182113OMXf&itemId=411821705&channelSource=pdp

good losing... weekly is very nice within bollinger, not overheating at all, a lot of room to rise... the only glove counter with EMA50 bullish cross EMA200, topglov and kossan is close by to cross soon....

loke chat fortress lost...

loke chat very stubborn, always want meet again...

lai liao lai liao... already soaked up enuff selling pressure, won't see 1 Loke Chat again...

Back testing to supporting line - loke chat again....

good choice Raja... the remaining warrant is 1.90 and 2 exercise price + high 5 and 6 to 1 ratio in June... good upside to go...

either oversold and now rebounding or starting new phase of uptrend... in short, uptrending...

i think i saw hartalega gloves as well, but can't be sure.... but that's 1 year ago... can check out again...

can try AA pharmacy, got sell top glove gloves..

EMA50 finally bullish cross above EMA200... :)...

Yes, loke chat broken... this morning whole day monitoring, only 300k volume, suddenly i view again after 9.30, 3mil volume... fuyoh...

https://www.independent.co.uk/news/health/short-sighted-glasses-eyes-education-myopia-children-singapore-korea-blindness-a8386071.html

"By 2050 half the world’s population, around 5 billion people, are expected to be short-sighted compared to roughly 1.4 billion people today – 10 per cent of these will have severe myopia, which carries a risk of blindness."

today trading is half day, so not expect too much volume unless have bursa announcement?

usd just confirmed a top for the short term... think the fed cutting the rate is going to materialise... but 3.80 to 4.20 usd to myr is still good for gloves... and as long as they expand should not be too much of an issue....

for 1.70 today, need volume... so far it looks like soaking the selling from t+ whatever... maybe Friday will have a go at 1.70?