Posted by Ahmadahmad88 > 2021-07-04 21:02 | Report Abuse

Never tired hanting and scaring.

Posted by MoneyMakers > 2021-07-04 21:08 |

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Posted by Dontbullshit > 2021-07-04 21:13 | Report Abuse

Supermax is super super undervalue now!!!

Posted by ToneeFa > 2021-07-04 21:23 | Report Abuse

MommyHomeMakers is fighting very hard to get cheap tickets for his bosses. Aiyah, tomorrow somebody can just throw them some , pity this MommyHomeMakers losing his kuku soon.

Posted by invest_malaysia > 2021-07-04 21:35 | Report Abuse

Topglove causing trouble again. Good luck

Posted by xiaomixiaohai > 2021-07-04 21:41 | Report Abuse

If u not incurring huge losses...u still have the chance to save yourself haha

Posted by pjseow > 2021-07-04 21:44 | Report Abuse

Moneymaker, why are you so ""chiong hei "" long winded one ? Keep repeating ASP will come down. Everbody know lah. Maybank latest report projected ASP for Harta { almost 95 %Nitrile} for year 2022 , 2023 , 2024 to be US 65 , US 44 and US 29 respectively. Take 2024 , the US 29 is still higher than my worst case.assumption of US 24.

Posted by ToneeFa > 2021-07-04 21:46 | Report Abuse

@invest_malaysia Topglove causing trouble again. Good luck
04/07/2021 9:35 PM

TG the glove Badassss

Posted by NatsukoMishima > 2021-07-04 21:51 | Report Abuse

拍视频称手套厂是疫情祸首　警开档查非政府组织女主席

（八打灵再也4日讯）非政府组织女主席，因自拍视频称雪州爆发新冠肺炎疫情，归咎于一间著名手套制造公司，而遭警方开档调查。

八打灵再也警区主任莫哈末法鲁丁助理总监发文告指出，警方于4日接获民众投报，称一名非政府组织女主席，在短影片平台抖音上载一段自拍视频，称雪州爆发新冠肺炎疫情，得归咎于一间手套制造公司，而展开调查。

他说，警方现援引刑事法典第505（b）项条文（发表或流传危害民众的声明）、刑事法典269 条文（疏忽而可能传播病毒危害他人、1988年传染病预防和控制法令（342法令） 第22（b）条文，对案件进行调查。


“警方将传召该名女子到警局录取口供，以协助完成调查工作。”

另一方面，莫哈末法鲁丁证实，巴生北区警方亦接获相关案件的投报，目前已针对女子所发表的言论展开调查。

Posted by NatsukoMishima > 2021-07-04 21:57 | Report Abuse

（吉隆坡4日讯）我国制造的橡胶手套有58%来自雪州的工厂，大马橡胶手套制造商公会（MARGMA）呼吁，政府允许这些工厂在强管令（EMCO）期间，以非常严格的标准作业程序运作，以供应全球的需求。

大马橡胶手套制造商公会主席苏巴马廉在发文告表示，其成员向全球 195 个国家生产和出口手套，占全球供应量的2/3以上。

“自从政府宣布雪州落实强管令以来，全球客户一直在致电厂商，对手套是否及时交货，表示非常担忧。”



他说，这给橡胶手套制造商带来了巨大压力。

他指出，虽然该公会支持政府遏制新冠肺炎传播的措施，因此他们在国家复苏计划第一阶段以60%的人手限制运作，但强管令期间的停止运作，严重削弱了工厂生产手套的能力，以供应给全球需求。

“因此，我们呼吁国际贸易及工业部召开紧急会议，共同努力解决各方的问题。”

“我们紧急呼吁，政府允许这些手套工厂在遵守严格的 SOP下继续运营。”

他指出，橡胶手套制造商已经同意根据不同的州和国家疫苗接种计划，为所有员工接种疫苗，目前正在等待疫苗抵达。

他也说，制造商一直遵守政府现有的 SOP，并承诺承担唾液检测试剂盒的费用，以确保可以对工人进行频繁的筛查。

Posted by ToneeFa > 2021-07-04 22:04 | Report Abuse

@pjseow Moneymaker, why are you so ""chiong hei "" long winded one ? Keep repeating ASP will come down. Everbody know lah. Maybank latest report projected ASP for Harta { almost 95 %Nitrile} for year 2022 , 2023 , 2024 to be US 65 , US 44 and US 29 respectively. Take 2024 , the US 29 is still higher than my worst case.assumption of US 24.
04/07/2021 9:44 PM

Yup calculation wise observatory and pjseow alrdy established that current price is the fair post pandemic price post 2024 onwards. 3 years from now, provided there's no new surprises from Covid. If Delta lineage turns out to be the 2nd Covid black swan then the pandemic will get extended longer.

Posted by GlovesOff > 2021-07-04 22:05 |

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Posted by MoneyMakers > 2021-07-04 22:10 |

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Posted by MoneyMakers > 2021-07-04 22:10 |

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Posted by MoneyMakers > 2021-07-04 22:11 |

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Posted by ToneeFa > 2021-07-04 22:25 | Report Abuse

@GlovesOff https://www.bloomberg.com/news/articles/2021-07-04/malaysian-glove-mak...

Tomorrow got chance to avg down
04/07/2021 10:05 PM

It's a real sad situation the MY Gov't do not understand the importance of MY gloves in saving lives around the world. Its a global essential products, not just in MY.

Posted by pjseow > 2021-07-04 22:42 | Report Abuse

Toneefa, yes, the US 24 ASP assumption provided the baseline of RM 3.30 in Observatory valuation . The additional profit from the extra US 5 ( 29 - 24 ) will.give additional rm 600 million profit or 22 sen eps. Using PE of 15., it is another rm.3.30 . I still have not add the profit from the Supermx Distribution yet. My assumption on Supermx Distribution profit is.much higher than.Observatory. I have decided not to discuss our differences in this forum. I take it as my big bonus if I am correct.


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Yup calculation wise observatory and pjseow alrdy established that current price is the fair post pandemic price post 2024 onwards. 3 years from now, provided there's no new surprises from Covid. If Delta lineage turns out to be the 2nd Covid black swan then the pandemic will get extended longer.

Posted by ToneeFa > 2021-07-04 23:15 | Report Abuse

@pjseow Toneefa, yes, the US 24 ASP assumption provided the baseline of RM 3.30 in Observatory valuation . The additional profit from the extra US 5 ( 29 - 24 ) will.give additional rm 600 million profit or 22 sen eps. Using PE of 15., it is another rm.3.30 . I still have not add the profit from the Supermx Distribution yet. My assumption on Supermx Distribution profit is.much higher than.Observatory. I have decided not to discuss our differences in this forum. I take it as my big bonus if I am correct.
04/07/2021 10:42 PM

Problem we have is shorties will continue to want to confuse the retailers with price manipulation to get cheaper tickets to cover their short position. pjseow, I too believe ur calculation that the post pandemic fair price should be higher.

Posted by MoneyMakers > 2021-07-05 00:15 |

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Posted by MoneyMakers > 2021-07-05 00:16 |

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Posted by MoneyMakers > 2021-07-05 00:17 |

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Posted by MoneyMakers > 2021-07-05 07:59 |

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Posted by MoneyMakers > 2021-07-05 07:59 |

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Posted by MoneyMakers > 2021-07-05 08:00 |

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Posted by skyu > 2021-07-05 08:08 |

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Posted by invest_malaysia > 2021-07-05 08:33 | Report Abuse

Gg lor like this

Posted by myinvestor > 2021-07-05 09:01 | Report Abuse

Uk usage 3 weeks in May 2021 -414m gloves approximately 138m/per week
UK stockpile?
We anticipate disruption to supply until end of August 2021.
https://www.supplychain.nhs.uk/icn/sterile-nitrile-examination-glove-supply/

US stockpiles 512m June 2021. Can last <7 days. Usual stockpile 4b

US and UK will face acute glove shortage if the delta variant hit them coming weeks. Furthermore Malaysia now is FMCO, 60% production. Limited supply to US and UK. When there is shortage ASP will increase as the world has limited supply of nitrile gloves.

Posted by MoneyMakers > 2021-07-05 09:03 |

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Posted by MoneyMakers > 2021-07-05 09:04 |

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Posted by jkliong > 2021-07-05 09:06 | Report Abuse

100m RUN!

Posted by goreng_kaki > 2021-07-05 09:08 | Report Abuse

手套接下来两年都不会上，观音嫲都保佑不到，我讲的

Posted by invest_malaysia > 2021-07-05 09:09 | Report Abuse

Aiyoyo

Posted by MoneyMakers > 2021-07-05 09:10 |

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Posted by Benhobenhobenho > 2021-07-05 09:16 | Report Abuse

If one is holding for longer term, there's nothing to worry about share prices coz the pandemic is still raging in many parts of the world n gloves n ppe are still very much needed

Posted by MoneyMakers > 2021-07-05 09:17 |

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Posted by Beary > 2021-07-05 09:18 | Report Abuse

I am worried.

I am worried it won't drop more haha.

Posted by MoneyMakers > 2021-07-05 09:20 |

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Posted by Beary > 2021-07-05 09:21 | Report Abuse

Come on KOSSAN 3.01 I want you.

Posted by invest_malaysia > 2021-07-05 09:22 |

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Posted by MoneyMakers > 2021-07-05 09:24 |

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Posted by goreng_kaki > 2021-07-05 09:25 |

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Posted by MoneyMakers > 2021-07-05 09:26 |

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Posted by goreng_kaki > 2021-07-05 09:27 |

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Posted by MoneyMakers > 2021-07-05 09:29 |

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Posted by casanwk > 2021-07-05 09:29 | Report Abuse

Resistance 317
Support 312

Posted by MoneyMakers > 2021-07-05 09:31 |

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Posted by MoneyMakers > 2021-07-05 09:32 |

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Posted by Benhobenhobenho > 2021-07-05 09:33 | Report Abuse

Are u sure prices will fall back to prepandemic levels. One bowl of curry Mee used to cost rm5 about 5 years ago, tell me is it still selling at the same price. How much more the asp of gloves during this pandemic when the virus still raging in many parts of the world.

Posted by MoneyMakers > 2021-07-05 09:34 |

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Posted by MoneyMakers > 2021-07-05 09:36 |

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