Jeffrey NG and Y.Y. Cheah the noob CFA. how about Tesla TP $90? what's the share price of Tesla now? what's your motive behind your useless article? kindly enlighten us. I have sold all my glove shares at good profits. so I'd like to thank you first.
glove hype might fade off, but the cash that they earned are already putting them in a position ways ahead and that many lasap companies preached by stockraider would never achieve, not even 5% of it.
Btw this useless report I already received on Fri morning. those who think it's not priced in yet, it's not, only you have a poor accessible to these sources.
just cut the crap and don't waste people's time. Just buy aeon 6599 to make money- because the counter is simple, easy, and essential...to daily life after pandermic era time over. stock is stock, glove is glove, glove is good sell or not go see supermarket, no go see stock mkt because stock mkt is for selling stock and not for selling gloves. don't b a dog pupu or shit or dog shit i mean.
If you thinks will up then you sailang buy loh! If you think can go down..sell your holding or dun buy if you tiada glove counter .Simple only. Win or lose also your own money. ha! ha!
IF YOUR SOHAI TEAM SO CAPABLE, THE GLOVES STOCK WOULD NOT BE FALLING ALMOST ALMOST EVERYDAY FOR THE PAST 1 MTH LOH...!!
UNTIL SOHAI WEE NEED TO SPEND MORE THAN RM 1 BILLION TO SUPPORT THE SHARE PRICE LOH...!!
Posted by Morpheus61 > Dec 12, 2020 11:07 PM | Report Abuse
stockraider, our team includes data Analysts who are very capable of scraping you and your ilk out of your misery of trying too hard to convince people that JP Morgan and Macquarie are right. DO NOT MAKE US DO THAT.
Haricut, I would think the real shaker comes from "vaccine=cure". (mRNA produces antibody which can instantly cure the COVID patient). I haven't seen anybody talks about this but I guess people will realise that in a few weeks.
JUST TOPGLOVES ALONE ITS CAPACITY CAN PROVIDE FOR THE WHOLE WORLD REQUIREMENT LOH...!!
There is no doubt other glove companies will be making super-normal profit for some time but it will be unfathomable to expect that trajectory of profit increases to continue.
"As the world starts rolling out vaccines and as more people get inoculated against Covid-19, then the catalyst for the huge profits would increasingly get muted. The argument that the vaccine rollout will require the use of gloves is true but much of that will be one time use. The world has a population of 7.8 billion people and 16 billion pieces of gloves, or 32 billion if there needs to be two injections, to administer a vaccine to each and every person. Top Glove alone makes way more than that".
Then there is competition from new suppliers. Germany is starting to make rubber gloves seeing the demand and profits companies are making, which would indicate that the barriers of entry are not high for a business that can be automated to a way larger degree than it is in Malaysia. Then there is the production increase from existing manufacturers and new players just in Malaysia that are entering the business.
The glove players will make more money than prior to the pandemic but how will the supply dynamics change and prices react will bear watching over the long run.
THAT MEANS GLOVES SHARE PRICE BOUND TO CRASH BCOS OF OVER CAPACITIES & FALLING DEMAND LOH....!!
Just sell gloves & switch to very safe insas mah...!! U still can make another 100% with insas loh...!!
STAY ON TRACK WITH INSAS, U DEFINITELY WILL MAKE MONIES MAH...!!
FUNDAMENTALLY VERY SOUND MAH....!!
JUST BUY LOH...!
Get ready for the coming big upside potential of insas in view of its growth potential, value rerating and big improvement in financial stock business mah....!!
Jump in & buy big b4 too late loh....!!
INSAS IS A MISUNDERSTOOD STOCK LOH....!!
IF U LOOK BACK AT INSAS FOR PAST 10 YEARS, IT HAS BEEN CREATING VALUE NON STOCK ALMOST EVERY YEAR WITH INCREASING SHAREHOLDER FUND MAH...!!
THATS THE REASONS WHY ITS NTA GROW FROM RM 1.00 SAY 10 YEARS AGO TO ALMOST RM 4.00- 5.00 AS AT NOW MAH...!!
INSAS BIGGEST WINNER LIKE INARI, CONTRIBUTE MORE THAN RM 1.4B MARKET CAP & SMALLER WINNER LIKE SENGENIC CAN CONTRIBUTE MORE THAN RM 60M LOH...!!
SMALL INVESTMENT LIKE OMESTI & DGSB ARE DOING EXTREMELY WELL LOH...!!
INSAS IS LIKE BERKSHIRE HATHAWAY BUSINESS MODEL LOH...!!
BUT UNLIKE BERSHIRE, ACTUALLY INSAS IS BETTER IT PAYS DIVIDEND BUT BERSHIRE DON'T PAY LOH...!!
THOSE INVESTING IN INSAS IS GETTING COMPOUND GROWTH RETURN AVERAGING 10 TO 12% PA EVERY YEAR LOH....!!
IF U BUY INSAS NOW U R PAYING RM 0.865 FOR A FAIR VALUE OF RM 4.00 IN INSAS LOH....!!
A GREAT INVESTMENT LOH...!!
BUT MOST EXCITING PART THIS INSAS IS GROWING WITH GOOD PROFITABILITY MAH!
Just look at the amazing growth track record of value creation of insas for the past 10 yrs
Sept 2020- Nta Rm 2.75
June 2019- Nta Rm 2.62
Dec 2018- Nta Rm 2.54
Dec 2017..Nta rm 2.49
Dec 2016 ...Nta Rm 2.18
Dec 2015..Nta Rm 1.96
Dec 2014..Nta rm 1.82
Dec 2013 nta..rm 1.71
Dec 2012 nta ..rm 1.51
Dec 2011 nta..rm 1.38
Dec 2010 nta...rm 1.22
Dec 2009 nta ..rm 1.14
INSAS IS GROWING STRONGLY MAH....ONLY THOSE PEOPLE DO NOT UNDERSTAND BERKSHIRE HATHWAY BUSINESS MODEL ARE SAYING INSAS HATHWAY BUSINESS MODEL ARE LOUSY LOH...!!
BUT INSAS BUSINESS MODEL ARE SAME SAME MAH, IN FACT INSAS GENERATE COMPOUND EARNINGS OF 12% PA SAME SAME AS BERKSHIRE WOH..!!...HOW COULD BE BERKSHIRE VERY GOOD & INSAS VERY BAD LEH ??
TG net short position means the funds that sold them will need to buy TG back to cover their earlier selling. By flooding the market with negative news, they hope to bring down TG price in order to buy them back on the cheap side. The reality is Covid may be here for a long long time with no proven vaccine. You can see the number of infections getting higher everyday, more Msia companies are venturing into gloves and even other countries such as Japan, Germany and US are trying to set up their own glove factories? Why? If Covid is going to be eliminated, why set up new factories? These factories will take years to built and they can never beat the big 4 in pricing due to economic of scales and logistic pricing of raw materials. Hence TG would remains as a global glove taikor.
The big boss has been buying via SBB and his personal investment holdings. Why? One reason is because of HongKong listing. They would need to take TG Msia shares to be listed in TG HK. The advantage to you as shareholder is this will reduce the numbers of Msia shares and in the process increasing its EPS. Another probable reason could be as one who has been in this industry for decades, TS knows what is in store for the company in terms of future revenues and profit. So why not spend it by buying his own company shares since he trust the return would astronomical?. That is one of the reason Tropicana bought TG shares as well. So why should you sell your holdings when the big boss himself gave you the signal to buy?
Posted by PureBULL ... > Dec 12, 2020 1:33 PM | Report Abuse X
Its DEVILS' day. all of them r so so happy.
The biggest enemies of glove stocks have been revealed, the big timer SHORTISTS who sold high prices much earlier. They used 2 devil.analists to write with pure objective to short n damage all Big 4 glove stocks of msia, by calling for half price target from edi a depressed price level now.
My read : The entire short.thesis is to help the SHORTISTS to cover their position next week onwards. It means Giant buyers of glove stocks r coming, before TG declares DIVIDEND of 16.5 sen on Dec 24th. if not the SHORTISTS must pay 16.5 sen a share to the lenders of SBL agreement after ex date.
Hold tight, never let them GRAB your tickets.
+++++++++++++++++++++++++++++++++++++++++++++++ they make used of jpm's big balls to throw to all the big 4 glove stocks. it must cause damage to the stock prices on this MONDAY immediately with this last straw.
after that NO more effect, perhaps even by 2nd session of Mon, all gloves could fly high leading to the big short squeeze ... NB: SHORTISTS always lose BIG money shorting growth stocks with increasing QR PAT. It will happen this time to short our glove stocks, the pride of msia.
The retail investors should stay united against the manipulators who short the glove counters everyday to save themselves from the massive losses when the CWs expire.Keep for the longer term.. Be strong we will overcome their modus operandi..
My unravelling plot. Detective stories. Some crook instigating workers to report. Reporters , Morgan Stanley, haters intensifying bad reports. See drama further to unravel mystery. New drama to watch. Who will be the bad guys. But if drop, I will find money to buy.
ONCE IN A WHILE A FOREIGN “EXPERT” OF EVERYTHING COMES ALONG AND SAY SOMETHING NEGATIVE, AND MALAYSIAN INVESTORS, PARTICULARLY THOSE IN GLOVES PANIC. SHARE PRICE DROP AND SPONGE UP BY THOSE EXPERTS OR THEIR FRENS. ALL THESE IN THE FACE OF WORSENING PANDEMIC. SHOULDNT SOMETHING POSITIVE BE OFFERED? MAYBE THE VIRUS WILL GET OFFENDED BY THE TWISTING AND GO AFTER THEM?
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Sslee
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Posted by Sslee > 2020-12-12 12:41 | Report Abuse
CharlesT you must add in 2cents dividend for 2 years into Insas current price