THE KEY TO VALUATION IS WHAT TYPE OF SUSTAINABLE EARNINGS IN 2022 & BEYOND LEH ??
THAT WILL DETERMINE GLOVES VALUATION LOH...!!
2020 & 2021 IS JUST PUMP & DUMP OPPORTUNITY FOR GLOVES LOH...!!
THEY FORGET SHARP INCREASE SUPPLY FROM THAILAND, INDONESIA, VIETNAM, CHINA, EUROPE & USA BESIDE MALAYSIA ARE ON THE OFFING IN THE NEXT 6 MONTHS LOH...!!
“Overall, management remains upbeat on its earnings prospects at least until the first half of 2021 with a possible softening in the second half of 2021.” MEANING THE PARTY MAYBE BE OVER IN ABOUT 6 MONTHS LOH.! U WANT TO GET CAUGHT LATE & DO ALL THE CLEANING OR U WANT TO LEAVE EARLY LEH ?
Posted by ryoyagod > Dec 17, 2020 12:58 PM | Report Abuse
Current price actually is good time to collect . Probably I am , but I think Glove still have a small wave
Just a simple question if you charge your customers your products at about 10% NP margin for the past 10 years and now due to Covid you charge them with 60%+ NP margin what will they feel?
So are you going to increase your price to 80%+ NP margin?
And what should be the NP margin % post Covid? And how many customers you are going to loss because of the 80%+ NP margin you charge them when they need your support? And how many of your customers will buy from the new comers?
Stockraider as usual the AHole with the stupidest analysis.
2021 & 2022 guidance has already been given the Glove industry. Even the Analysts echo the same. And then they ALSO say lower PE is based on 2022 valuation. What crap.
In 2022 Top Glove EPS (without furthur dilution) will be over RM 1.5 So, you'll assign a Forward PE of 4 ?
THE THREAT ARE MANY MANY MORE NEW GLOVES PLAYERS COMING, THEY MAYBE HAPPY TO CHARGE LOWER AT 25% PLUS NP JUST TO GET THE SALES LOH...!!
Posted by Sslee > Dec 17, 2020 1:06 PM | Report Abuse
Just a simple question if you charge your customers your products at about 10% NP margin for the past 10 years and now due to Covid you charge them with 60%+ NP margin what will they feel?
So are you going to increase your price to 80%+ NP margin?
And what should be the NP margin % post Covid? And how many customers you are going to loss because of the 80%+ NP margin you charge them when they need your support? And how many of your customers will buy from the new comers?
A simple question. Just look around you. Who is actually wearing gloves. When was the last time you where a glove? With vaccines rolling out, the end user will be less and less.
AS AN ANALYST RAIDER WILL ASSIGNED NORMALISED PE 12X BASED ON NORMALISED SUSTAINABLE EARNINGS OF 2022 & BEYOND MAH...!!
THE THREAT ARE MANY MANY MORE NEW GLOVES PLAYERS COMING, THEY MAYBE HAPPY TO CHARGE LOWER AT 25% PLUS NP JUST TO GET THE SALES LOH...!!
Just a simple question if you charge your customers your products at about 10% NP margin for the past 10 years and now due to Covid you charge them with 60%+ NP margin what will they feel?
So are you going to increase your price to 80%+ NP margin?
And what should be the NP margin % post Covid? And how many customers you are going to loss because of the 80%+ NP margin you charge them when they need your support? And how many of your customers will buy from the new comers?
Posted by Morpheus61 > Dec 17, 2020 1:06 PM | Report Abuse
Stockraider as usual the AHole with the stupidest analysis.
2021 & 2022 guidance has already been given the Glove industry. Even the Analysts echo the same. And then they ALSO say lower PE is based on 2022 valuation. What crap.
In 2022 Top Glove EPS (without furthur dilution) will be over RM 1.5 So, you'll assign a Forward PE of 4 ?
The moment Investment banks sell CW, they will buy mother shares for hedging.
When mother share move up and down, they will minor adjust the hedging quantity because the effective gearing change per mother share movement.
The worst thing that the investment banks don't want to see is the mother share plunge below the exercise price, because they might lose money from the mother shares that they hold for hedging.
Already known facts order for glove already up to 1Q2022 and 2021 order fully taken up and by 2022 gloves over supply? Only Stockraider will believe this crap and he will ask you to buy his useless insas
THAT IS B4 THEY KNEW MANY MANY MORE NEW PLAYERS COMING & EXISTING GLOVES PLAYERS INCREASING CAPACITY SHAREPLY MAH...!!
THE KEY TO VALUATION IS WHAT TYPE OF SUSTAINABLE EARNINGS IN 2022 & BEYOND LEH ??
THAT WILL DETERMINE GLOVES VALUATION LOH...!!
2020 & 2021 IS JUST PUMP & DUMP OPPORTUNITY FOR GLOVES LOH...!!
THEY FORGET SHARP INCREASE SUPPLY FROM THAILAND, INDONESIA, VIETNAM, CHINA, EUROPE & USA BESIDE MALAYSIA ARE ON THE OFFING IN THE NEXT 6 MONTHS LOH...!!
“Overall, management remains upbeat on its earnings prospects at least until the first half of 2021 with a possible softening in the second half of 2021.” MEANING THE PARTY MAYBE BE OVER IN ABOUT 6 MONTHS LOH.! U WANT TO GET CAUGHT LATE & DO ALL THE CLEANING OR U WANT TO LEAVE EARLY LEH ?
Posted by gladiator > Dec 17, 2020 1:41 PM | Report Abuse
Already known facts order for glove already up to 1Q2022 and 2021 order fully taken up and by 2022 gloves over supply? Only Stockraider will believe this crap and he will ask you to buy his useless insas
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....
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....
greedy44444
2,497 posts
Posted by greedy44444 > 2020-12-17 12:53 | Report Abuse
Time will tell.