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30 comment(s). Last comment by paperplane 2020-11-13 16:02

duitKWSPkita

26,756 posts

Posted by duitKWSPkita > 2020-10-30 19:48 | Report Abuse

Wao.. Tough year

Hope I can maintain positive and enter Top 20...every year I also hope can become Top 20

probability

14,496 posts

Posted by probability > 2020-10-30 22:09 | Report Abuse

Wawasan 2020...1 Malaysia....duduk rumah main saham

probability

14,496 posts

Posted by probability > 2020-10-30 22:27 | Report Abuse

and 2021 too...

RyanC

121 posts

Posted by RyanC > 2020-10-31 14:02 | Report Abuse

OTB losing badly - 84th place - balik Holland lah conman sifu. Hahahahaha

RyanC

121 posts

Posted by RyanC > 2020-10-31 14:08 | Report Abuse

All OTB stock picks losing money and badly. No way he can make it to Top 10 in 2 months time. His reputation as a stock picker is now ruined. Time to go back to Holland. Hahahaha

1. JAKS - 30%
2. PPHB - 15%
3. VIS - 15%
4. Carimin - 10%
5. Uzma - 10%
6. JTiasa - 10%
7. Krono - 10%

OTB

11,539 posts

Posted by OTB > 2020-10-31 15:11 |

Post removed.Why?

Tan KW

1,408 posts

Posted by Tan KW > 2020-10-31 18:35 | Report Abuse

I would like to comment Stock investment is not about one year.

Up and down is part of the investment journey

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:19 | Report Abuse

As long as OTB doesnt repeat the same mistake of 2020 by selecting glove co for his 2021 stock contest.....

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:21 | Report Abuse

Al theme play cant last longer than 2 years...

Unless covid 19 drags longer....

probability

14,496 posts

Posted by probability > 2020-10-31 19:22 | Report Abuse

sifu charles...this time may be can really extend to 2022 look like...looking how they are investing on additional capacity...

any gut feeling..insight what could be the next theme play?

O&G seems too early to go in..

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:22 | Report Abuse

Even if covid 19 drags longer glove co super high asp n profit margin also cant last so long lah

probability

14,496 posts

Posted by probability > 2020-10-31 19:24 | Report Abuse

true also...but there is just no other place to park money feels like...unless you keep it as cash...

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:26 | Report Abuse

The peak of asp likely to be in next q i think..or at most one more q..

When u c profit stops to increase then u know what to do

probability

14,496 posts

Posted by probability > 2020-10-31 19:26 | Report Abuse

may be at least till next winter ...these spot orders will be there looks like...

further since order already booked till end 2021...whatever they produce cannot increase the inventory of the gloves worlwide..and ots indeed depleting very fast

probability

14,496 posts

Posted by probability > 2020-10-31 19:27 | Report Abuse

this i agree...ASP decline is the trigger point..

Posted by CharlesT > Oct 31, 2020 7:26 PM | Report Abuse

The peak of asp likely to be in next q i think..or at most one more q..

When u c profit stops to increase then u know what to do

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:30 | Report Abuse

If u see all the inv bank's profit projection on glove co for next 2 years u shall hv some idea

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:37 | Report Abuse

All the charts looks so so..

When they posted record Q profit showing hundreds of percent improvement prices continue to drop

What if they post a lower Q profit then?

No rewards for the right answer sorry

probability

14,496 posts

Posted by probability > 2020-10-31 19:40 | Report Abuse

i think its consolidating...or more like digesting how far these pandemic will go before another breakout in the share price..

If you notice the ASP on latest month from Supermax analyst briefing..it had exceeded 220USD/k gloves

probability

14,496 posts

Posted by probability > 2020-10-31 19:41 | Report Abuse

and the winter is just starting...all other economic activity is going for a halt...i expect oil price to crash below 30USD/brl again...

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:41 | Report Abuse

maybe...wait until u see they break new high in prices first...

Ruberex is exceptional...lol

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:43 | Report Abuse

unless there are new funds coming in to buy glove co...

even KYY posted 2 to 3 articles a day to promote supermax also has no effect now

stock mkt is not maths...

probability

14,496 posts

Posted by probability > 2020-10-31 19:45 | Report Abuse

hope for interest rate cut...and fund taking out money from other stocks and add more on gloves..

probability

14,496 posts

Posted by probability > 2020-10-31 19:46 | Report Abuse

plenty of money to take out from financial sector...it had barely dipped

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:47 | Report Abuse

one interesing point...previous Annual Report shows that the total shareholders of Supermax is ard 15k+ n the most recent one shows the total no of shareholders now is ard 50K+

Who will come to pay more for your shares??

probability

14,496 posts

Posted by probability > 2020-10-31 19:49 | Report Abuse

if gloves stock dips...the whole market will...no choice..best catalyst is interest rate reduction...and think its inevitable

CharlesT

14,953 posts

Posted by CharlesT > 2020-10-31 19:51 | Report Abuse

last correction after bonus issues supermax plunged more than 50% below RM6.00 Bursa was still around...no worries

duitKWSPkita

26,756 posts

Posted by duitKWSPkita > 2020-11-01 00:59 | Report Abuse

Wao..

All sifu giving tips now

moneykj

6,144 posts

Posted by moneykj > 2020-11-01 10:17 | Report Abuse

Dksh, I put up since 2019. Every year small gain. Next year again I will pick Dksh.

RyanC

121 posts

Posted by RyanC > 2020-11-02 22:31 | Report Abuse

Mr Tan - Let me be the 1st to register for Stock Pick Challenge 2021.
My stock picks are below:-

1) Supermax - 30%
2) Top Glove - 30%
3) Harta - 30%
4) Kossan - 10%

TQ

paperplane

21,659 posts

Posted by paperplane > 2020-11-13 16:02 | Report Abuse

hope i can be Top30 good enough. sad yr

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