wkc5657

wkc5657 | Joined since 2020-06-18

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Stock

2020-12-18 10:18 | Report Abuse

going to be range bound 14-15 for some time....nevermind, wait till next quarter announcement, sure got better action since better profit outlook and dividend yield seekers/funds paying even more attention...

News & Blogs

2020-12-18 10:11 | Report Abuse

the industry silterra is in requires constant capital upgrades, has been loss making since beginning till now, cannot create momentum among clients with better products/margins, don't expect dnex can do a time engineering on this....

malaysia is way behind the curve when it comes to such semiconductor wafer pure play.

really better to just let someone who has real capacity and capability to fully utilise and hopefully upgrade the equipment while keeping the operations running locally....at least local supporting industries can benefit more than current situation of silterra...

Stock

2020-12-17 17:26 | Report Abuse

crazy playing contra with this counter, just no one bidding the price up....

maybe near next quarter dividend announcement, then price got better movement....

News & Blogs

2020-12-17 16:49 | Report Abuse

if the glove makes give out clear dividend guidance, those yield seeking funds will chase it...the higher the special dividend, the more they chase as there is a solid yield value % that can be benchmarked against....

Stock

2020-12-17 13:23 | Report Abuse

whatever the fluctuation, the fact is that the price did manage to touch last year closing....

got good feeling can at least close this year near last year's price level...but with better future looking financial performance...

Stock

2020-12-16 11:27 | Report Abuse

just wait a bit till news of moderna vaccine approval out....let all the bad news reflect first.....

but still quite good entry now for those wanting to risk it...

Stock

2020-12-14 17:30 | Report Abuse

come back after moderna vaccine approval sell down....

News & Blogs

2020-12-14 15:03 | Report Abuse

employee have to pay money to get esos, if they think company no prospects in future, you think they will exercise esos at such high volumes?

Stock

2020-12-14 15:01 | Report Abuse

not yet, next wave come next year...

my rm16 by year end seem less likely now as most volumes goreng penny stocks...

Stock

2020-12-14 12:07 | Report Abuse

come back after moderna vaccine approval, no more major vaccine for sell down.

Stock

2020-12-10 11:58 | Report Abuse

those that rubbishes mr. kuan for the stock performance in such a short term duration really speculative player...just sell out and go play at those hot trending penny stocks, you can get your hundreds or thousands % return in one months there, not here....if you don't know your investing preference, take your time out of the market and contemplate a while before coming back in...

open up the chart for multiyear period and see how it performs, you think mr kuan is shit ceo?

remember, hartalega was the pioneer that made light weight nitrile gloves almost the gold standard for glove....not some foreign company, but this very malaysian company although this fact not well known to many....

remember, hartalega has the highest proportion of funds devoted to R&D compared to it's peers, they are continuing to solidify their future base even despite very strong peer competition....

remember that hartalega is the most efficient among all glove makers, they clock the highest piece production per line per hour n the industry...their efficiency is the benchmark of all here and internationally...

remember, taking away covid period, their average margin is the highest....go study their past financial against the other top 3....that means their product has premium factor....

remember, their management team is not short term sighted, proven by their willingness to not take advantage too much on asp increase...hartalega also has the one of the best worker accommodation, even our government specifically acknowledges them....they don't anyhow take on debt....they don't anyhow do M&A....

remember, hartalega has been continuously giving out dividends at around 60-65% payout rate...

remember, they have low cost anti microbial gloves that will bring this company to a whole new industry gold standard for medical gloves....now just pending FDA approval for wider future deployment....

remember, this company has consistently higher PE, that means they have strong differentiation compared to their peers in the eyes of investing community....

i have contacts that worked there, it is really different.....

anyone want to add on?

Stock

2020-12-10 10:32 | Report Abuse

cukup for today.....don't spike up so much.....

Stock

2020-12-09 16:55 | Report Abuse

if by year end can rm16, i very happy already....slow slow steady rise better than sudden spike...don't want to much speculative gyrations like yesterday...

News & Blogs

2020-12-09 16:20 | Report Abuse

as always, nice analysis by you :)

so how much weightage are you holding this counter against your overall portfolio?

Stock

2020-12-09 11:51 | Report Abuse

government already officially announce regulation and new hs code to the media already regarding vape liquids duties and the other related restrictions tabled in budget starting 01/01/2021....

government one liao....matter of time before the revenues start flowing in...maybe not this coming quarter announcement but surely will see some uptick for Q12021 financial reporting...

Stock

2020-12-08 17:06 | Report Abuse

tomorrow likely red again...hopefully can close small red

Stock

2020-12-08 17:02 | Report Abuse

i envy for those that manage to get at 13.60

Stock

2020-12-08 16:39 | Report Abuse

wakao....don't say BAT partially become vaccine rotation play....

not really related mah....belum approve pun, not much news on their tobacco related vaccine either....

Stock

2020-12-08 12:05 | Report Abuse

their management should start giving out hints that will give special cash dividend, this will attract funds that want the dividend yield....

Stock

2020-12-08 12:04 | Report Abuse

rotation out of vaccine and O&G.....don't know how long this rotation play will last....

good news to glove stock holders though :)

Stock

2020-12-08 11:49 | Report Abuse

correction good....if not overheat....

Stock

2020-12-08 11:44 | Report Abuse

just take note, this counter pure sentiment play, the fundamental not there....

it just track glove counters, correlation quite significant...just be very careful....

mainly goreng play here, set your stop loss properly when playing with this counter.

i'm already out since my entry price is 40c....experienced seeing paper profit of 100k just on this counter alone but see it also vanish very quickly....

again, be careful, but returns can be high...just don't bet the majority of your holdings here....

Stock

2020-12-08 10:50 | Report Abuse

today slow down a bit...nice....don't overheat....

Stock

2020-12-07 17:08 | Report Abuse

wa....heavy buying, top $ gainer for today

News & Blogs

2020-12-07 16:43 | Report Abuse

er...what are you implying?

Stock

2020-12-07 11:37 | Report Abuse

not enough cash to buy mother anymore, spare change i masuk c3

Stock

2020-12-07 11:18 | Report Abuse

wa....chart topping gain by value.....i makan my words again....

Stock

2020-12-07 11:05 | Report Abuse

one of the reason for sell down is the weird share dividend ratio, either have to buy/sell quite a chunk to get standard 100 share entitlement lot...if not, will be holding odd lots which is a hassle and harder to sell.

one needs to hold blocks of 4500 shares for each 100 share entitlement. If just few hundred shares short, easy to top up, but if not enough cash, need to sell to the nearest 4500 share block. How many small retailers has close to 4000 shares at this point?

since most retail holder have limited cash to up their holdings, there would be more sell than buy to meet this share dividend exercise.

Stock

2020-12-06 13:45 | Report Abuse

usually, 7 trading days green without a breather, must close red a bit, if not too bullish, correction will be harsh...

weirdly to say, i wish monday small red or next whole week range bound before continuing uptrend.

slow slow go up better than rocket up with too much retail chasing...

Stock

2020-12-04 17:11 | Report Abuse

wa....i gotta eat my words.....

i thought today close small red or flattish...mana tau lagi tinggi :P

i masuk warrant

Stock

2020-12-04 14:05 | Report Abuse

wa....who suddenly buy in so much?

Stock

2020-12-04 13:53 | Report Abuse

triple dipper didn't materialise till now?

Stock

2020-12-04 13:38 | Report Abuse

@EdwinYap86

my last paragraph is a general statement, not saying that a lot of fundswill flow to supermax and pump up for sure....

when liquidity awash, generally good for stock market, a lot of counters will start moving and a lot more can goreng for no reason....

Stock

2020-12-04 12:13 | Report Abuse

first of all, inclusion into klci index only during 21/12/2020, still 2 weeks to go....

unlikely funds want to do rebalancing now as they will do one very near year end anyway....

2nd, foreign funds are really averse towards malaysia now no thanks to our shitty political landscape that just creates too many negative surprises....hence they rather hold mercator than all the big 4 here (even despite malaysia is the de facto leader of glove)...only foreign funds can bring big price velocity for high cap counters, local funds have limited scale to do that.

foreign funds now prefer our vietnamese and indonesian neighbours, more positive prospects and welcoming government policies, unlike us still cannot resolve old problems and rather love to recycling it....

our bench of old leaders also not a nice sight....if they are smart with integrity, still ok....but we know what kind of low class standards they are....

the only good news is the i-sinar withdrawal programme, could really inject in another load of retail liquidity mid feb till Q2....so fingers crossed by then that ASP don't slide....

Stock

2020-12-04 12:01 | Report Abuse

to be objective, unlikely that their vaccine revenue will flow into BAT malaysia's books...

ours purely tobacco and vape revenue....

unless someday malaysia entity selected by their HQ to sell their (if approved) vaccine for this region.

Stock

2020-12-03 17:00 | Report Abuse

tomorrow possible red, but likely a small red....or close flat

if lagi green, ho seh liao.....

Stock

2020-12-03 14:24 | Report Abuse

possible share spilt during next quarter's announcement?

Stock

2020-12-03 11:35 | Report Abuse

if continue the trajectory like this, next year can masuk index....

Stock

2020-12-03 11:35 | Report Abuse

good heavens!

didn't realise the explosivity of this counter....

contemplating whether want in now or wait a little while for some correction....

Stock

2020-12-03 11:25 | Report Abuse

wow....beyond my expectations of +25c

Stock

2020-12-02 17:03 | Report Abuse

no buyers beyond 12.06 for today, tomorrow hopefully can gain another 25c.

News & Blogs

2020-12-02 14:22 | Report Abuse

topglove, you should've just shut up....

yes, it does feel unfair, but what was found was found, no denying it.

just do your job to settle the issue; humbly consult hartalega how they did it to even receive commendation as one of the best.

Stock

2020-12-01 14:17 | Report Abuse

Don't put any hopes on the politicians big talks.....the policy is what matters most for now and it is beneficial for BAT....

The only risk for this counter being the government/customs talk big, but close eye/makan suap....

But it really can't go any lower than 10 anymore other than totally ban smoking...

Stock

2020-11-25 15:59 | Report Abuse

50 overkill la....doubling is extremely likely....

Stock

2020-11-25 10:52 | Report Abuse

at the moment, until their glove production confirm start, don't chase above 20c.

really don't know how smooth their ramp up will be, sure got teething issues when starting new line, even more so considering for AT, a completely different operations from what they specialise in.

Stock

2020-11-25 10:48 | Report Abuse

Here is the lowdown based on a brief look at the financial performance from reading their latest announcement and commentaries (my mere opinion) :
1) the numbers don't look fantastic, but not too bad, just not great, more of a meh category
2) this stock's price is pretty much at fair value now
3) anything above 1.50 is really pushing the limits into goreng category
4) the share price tracks general glove makes sentiment, but hlt's financial performance doesn't
5) so, if want to hold this stock, only hope is that other main glove makes share price continue to go higher; then this counter also follow up goreng.

For those holding this counter, can monitor till next quarter announcement. If still so so, just dump it. For me, i'm keeping it because of reason (5) and my average cost is below rm1.

Stock

2020-11-24 17:30 | Report Abuse

would be nice if LWC buyback some stock using his personal account instead of through company, will give more confidence to retailers...

Stock

2020-11-24 16:32 | Report Abuse

very hard to bottom fish and the rock bottom la....not a bad price to buy already....

if cannot tahan, close screen, come back after thursday when parliament budget voting done....

those want to trade, set you stop loss during such buoyant periods...

Stock

2020-11-24 16:23 | Report Abuse

@cutie

got likeliness, funds will sell down some more.

big funds mostly hold indexed counters, and harta is one of them.