Posted by ToneeFa > 2021-09-11 18:36 | Report Abuse

@SinGor Who can throw price will WIN? Desperado Chinese factory can throw price ( no concern about
existing customers feelings ( small base )....If TopG and Super throw price, existing Customers
will request same price treatment....you would expect ASP plunging like bungee Drop
11/09/2021 6:09 PM

Aiyoh SinGor, don't be sour puss la. Sometimes its not just he pricing, but the good track record, quality, reliability and customer service. Once u hv been awarded before , u will have the advantage over other newer players. With OBM u hv the full flexibility to adjust the tender price compared to other distributors who have to rely on OEM manufacturers pricing.

Posted by ToneeFa > 2021-09-11 18:43 | Report Abuse

@Ryan83 All glove stocks waiting for Top Glove QR this Friday.Last QR profit RM2 billions and if profits drop another 50% to RM1 billion is very bearish for all glove stocks
11/09/2021 6:23 PM

Haha current price alrdy pressed down to reflect the worst profit scenario for TG. This is going to be recorded in the KLSE history as the most oversold counters ie the Big4 counters. Counters making billions being treated like they are going to go bust soon.

Posted by MoneyMakers > 2021-09-11 19:01 |

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Posted by MoneyMakers > 2021-09-11 19:01 |

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Posted by kbtsyl68 > 2021-09-11 19:14 | Report Abuse

Glove will be widely use after the covid pandemic due to hygiene requirement. When tissue paper is first introduced, may people are sceptical of its survival and today you can see tissue paper box in every house and office. Going forward you will also see glove box in every office and house and this will substantially increase the demand.
When this happen the production in china is only sufficient for their own population. Imagine if every citizen of china use one glove per day, you need at least 365 billion of glove annually.

Posted by pjseow > 2021-09-11 19:25 | Report Abuse

kbtsl68, good analogy. I am also seeing hotel receptionists, airline stewardess, customer.service personnels, waiters and waitresses, cashiers are wearing gloves during their routines. More and more peoples are aware of the hygience and potential infections through touch and contacts. Gloves usage.in developing countries with huge populations will grow . The lower ASPs will.accelerate.the growth of gloves in post pandemic era.

Posted by kbtsyl68 > 2021-09-11 19:30 | Report Abuse

I better dont comment further as i need the shortie to depress the price so that i can buy more at lower price before it eventually shoot up when the truth prevail.

Posted by Beetles > 2021-09-11 19:39 | Report Abuse

Really thanks to shorties, now we can buy at very cheap price.

Posted by ToneeFa > 2021-09-11 20:04 |

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Posted by MoneyMakers > 2021-09-11 21:27 |

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Posted by MoneyMakers > 2021-09-11 21:29 |

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Posted by joyvest > 2021-09-11 21:33 |

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Posted by joyvest > 2021-09-11 21:37 |

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Posted by Benhobenhobenho > 2021-09-11 21:45 | Report Abuse

COULD DELTA FURTHER EVOLVE TO EVADE VACCINES?

Yes, that is the concern. Potentially Delta is the starting point for viruses that do escape more and more bits of the immune system over time.

We are also seeing some data that says if you get infected despite vaccination you have the same viral load as someone who is unvaccinated. In the days following infection the viral load comes down much quicker if you are vaccinated because the immune system kicks in eventually and controls the amount of virus and you are not as infectious for as long.

But I can imagine that the virus would like to reverse this too and so might select for mutations that keep its viral load high even in vaccinated people and that will involve escape from T-cell receptors – which activate another arm of the immune response – or further mutations.

If the virus continues to spread and mutate rapidly, such escape mutants could be around the corner -we’re not necessarily that far away from them.
- Prof Gupta of Gupta Lab, University of Cambridge

Posted by ToneeFa > 2021-09-11 22:12 |

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Posted by ToneeFa > 2021-09-11 22:36 | Report Abuse

Yup Benhobenhobenho, they alrdy discovered the version of Delta variant that can totally evade current vaccines and they call it Delta 4+.
https://www.deseret.com/coronavirus/2021/8/26/22642809/delta-variant-evade-vaccines-mutations

A new paper warns that the highly transmissible delta variant may develop mutations that help it escape antibodies developed by the COVID-19 vaccine.

The specific mutations to the virus include the K417N, N439K, E484K and N501Y mutations.The researchers for the paper, who worked in Japan, made four changes to the amino acid structure of the delta variant to test out if it could evade vaccines with specific mutations.Three of the mutations — K417N, E484K and N501Y — already exist in the beta variant, which was discovered in South Africa.So the researchers added one more mutation to create an engineered virus — called a pseudovirus, which is harmless and can’t self-replicate — called Delta 4+ and tested it against the Pfizer vaccine.

The antibodies made from the Pfizer-BioNTech vaccine could not stop the man-made virus in the lab, the researchers said.

So, the researchers said, this means the delta variant “is poised to acquire complete resistance to wild-type spike vaccines.”

Posted by MoneyMakers > 2021-09-11 22:48 |

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Posted by ToneeFa > 2021-09-11 22:59 |

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Posted by MoneyMakers > 2021-09-11 23:09 |

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Posted by MoneyMakers > 2021-09-11 23:10 |

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Posted by ToneeFa > 2021-09-11 23:46 | Report Abuse

https://www.news-medical.net/news/20210908/Mu-SARS-CoV-2-variant-highly-resistant-to-neutralization-by-convalescent-and-vaccinated-sera.aspx

Researchers in Japan have warned that the Mu (B.1.621) variant of severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) – the agent that causes coronavirus disease 2019 (COVID-19) – appears to be highly resistant to neutralization by sera from convalescent or vaccinated individuals.
Now, Kei Sato and colleagues have conducted a study showing that the variant was more resistant to neutralization by serum-mediated neutralization than all other variants of interest or concern that have been identified to date.
Virus neutralization assays revealed that B.1.621 was 12.4 times more resistant to sera taken from eight COVID-19 convalescents who were infected between April and September 2020 than the parental virus was.
The variant was also 7.6 times more resistant to sera obtained from ten individuals who had been immunized with Pfizer-BioNTech’s BNT162b2 vaccine compared with the parental virus.
“The Mu variant shows a pronounced resistance to antibodies elicited by natural SARS-CoV-2 infection and the BNT162b2 mRNA vaccine,” writes Sato and colleagues.
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Looks like the MU variant is confirmed to be strongly evading the current vaccines from the study.
So likely MU variant is poised to joint Delta in the 4th wave and may even take over the lead.

Posted by ToneeFa > 2021-09-12 00:02 |

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Posted by ThePowerOfGlove > 2021-09-12 00:49 | Report Abuse

Frankly speaking, I have to say that I'm not really convinced that current strategy being pursued by new cabinet (recycled old cabinet, actually) is the correct one.

Posted by ThePowerOfGlove > 2021-09-12 00:50 | Report Abuse

At least when Israel started their opening up strategy, they had already brought their daily cases down to couple hundred per day that time.

Posted by ThePowerOfGlove > 2021-09-12 00:51 | Report Abuse

But we in our our place are opening up at a time when daily cases are still running at nearly 20,000 per day.

It's complete absolute bonkers, man.

Posted by handsome_newbie > 2021-09-12 06:29 |

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Posted by myinvestor > 2021-09-12 10:12 | Report Abuse

I estimated shorties had dump TG 17m shares value about 60m using RSS that is right side of the queue. What about left side of queue? It could be possible another 60m dump borrow from the private ib lender based on 65% sell in bursa total of 71.2m value 251.108m trading volume on 10/9/2021.
Total whooping estimate value 120m short selling on 10/9/2021 just to maintain the price 3.43.
The war is no finish business yet between shorties and LWC + ff will continues on Monday.

Posted by pjseow > 2021-09-12 10:23 | Report Abuse

handsome newbie, gloves investments were not
started one year ago at 12 only . Gloves investors started investment before that and also after that rm 0.1 , 0.2 ,0.3 ,0.4, 0.5 ......1.0, 1,1 ,1.2.1.3. 1.4 ,1.5..........2.0 ,2.1, 2.2, 2.3,2.4 ...........3.0, 3.1, 3.2,......4......5......6.....
.7....8......9.......10.......11......12......10.....9......8....7....6.....5,.....4......3...2.9....
Out of so many investments at so many different prices, why are you so.selectively picking the highest point and omit the other numbers and make your stupxxd and biased conclusion that glove investment is no good.?
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handsome_newbie where are those ppl always said glove is good... from price 12 till now 2 ++ still happy ? haha
12/09/2021 6:29 AM

Posted by 5231428 > 2021-09-12 10:26 | Report Abuse

592 reported deaths new high.

Posted by niet > 2021-09-12 10:34 | Report Abuse

On friday price of Topglov ADR in USA up by 14%
https://www.marketwatch.com/investing/stock/tglvy
12/09/2021 10:33 AM

Posted by Boston > 2021-09-12 10:40 | Report Abuse

So ADR up 14%… tomorrow sure up, right???

Posted by monetary > 2021-09-12 10:43 |

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Posted by monetary > 2021-09-12 10:46 |

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Posted by monetary > 2021-09-12 10:47 |

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Posted by niet > 2021-09-12 10:56 | Report Abuse

I wonder how RSS for institutions has been turned into short selling by individuals and their cohorts

Posted by Boston > 2021-09-12 11:05 |

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Posted by monetary > 2021-09-12 11:13 |

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Posted by monetary > 2021-09-12 11:20 |

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Posted by Maxsuper > 2021-09-12 11:51 | Report Abuse

.... removed...let it be quite better...

Posted by kbtsyl68 > 2021-09-12 12:08 | Report Abuse

For me as an investor, i dont like company paying high dividend. We invest in the Company because we are in the opinion that they can better invest our money. if they paid dividend and not for the growth of the Company , then i will cash out. Instead they should issue bonus shares to the investors and keep the money for expansion and new business development. The shareholders that receive the bonus shares can cash out to new investor if they think they have better investment opportunity or for other purposes.

Posted by Start_0f_the_bull > 2021-09-12 12:55 | Report Abuse

Boston So ADR up 14%… tomorrow sure up, right???
12/09/2021 10:40 AM

Yes, because gloves is not over since last year.

Posted by Bgt 9963 > 2021-09-12 13:00 | Report Abuse

Not much meat left...

Posted by joyvest > 2021-09-12 13:06 | Report Abuse

Do you think the company can continue to use the high dividend policy to keep and/or lure the investors?

What happens to the fact that the future growths are not sustainable as they are expected to be given the pathetic current PE of 2 or even lower?

As soon as the high dividend is not sustainable due to the expected downtrends of future growths, the share price will be plummeted faster than you and me could imagine....

Wake up and face the reality of the harbinger of downtrend to come....

Posted by joyvest > 2021-09-12 13:08 | Report Abuse

Your persistent denial of the above facts is larger than your loss...

Posted by rchi > 2021-09-12 13:13 | Report Abuse

Day day write long essays as to why gloves shud revert to up trend.Day day the stock price falls further.This is self denial at its worst.Akin to ostrichs burying their heads in the sand.If those 'pandai' want bleed ,bleed alone.Save your long essays.Dont pull naive new investors into the cooking pot.

Posted by joyvest > 2021-09-12 13:51 | Report Abuse

That's why I say OBM need not necessarily gain upper edge given the stiff competition and faced with the same high quality of products produced by their competitors who are non-OBM

Their competitors are in the better position with greater flexibility to maneuver ASP adjustment in accordance with the market condition.

Given the above,u should be able to figure out who will be the winner in the end?

Posted by Start_0f_the_bull > 2021-09-12 13:58 | Report Abuse

rchi Day day write long essays as to why gloves shud revert to up trend.Day day the stock price falls further.This is self denial at its worst.Akin to ostrichs burying their heads in the sand.If those 'pandai' want bleed ,bleed alone.Save your long essays.Dont pull naive new investors into the cooking pot.
12/09/2021 1:13 PM
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As a matter of fact, this free forum is for discussion and share of opinion only. Some people write constructive facts and figures, some gives their predictions, some create fears, some try to instill confidence to others, some write illogical remarks or even nonsense and whatnot.
Investors should have their own judgement. No one should be blamed. Correct or not?

Posted by niet > 2021-09-12 14:06 | Report Abuse

Start_0f_the_Bull. "No one should be blamed", May not one person. But there is group denigrating Gloves when they are serving mankind, making good profits and paying good dividends. This group is perpetuating injustice. Everybody has a right to criticise when there is injustice.

Posted by joyvest > 2021-09-12 14:17 | Report Abuse

Some of the negative comments and opinions are constructive .no one should be deprived of the freedom to comments be it negative or positive.

If you are not agreeable ,you can refute with justification. There is no need to resort to intimidation and threat of removal or otherwise.

Investors should be rational and sensible and should be able to judge all the comments of their accords to the best of their abilities and capacities. By providing one sided information, it is unfair and discriminating and is an insult to the intelligence of the investors in general.

Posted by ToneeFa > 2021-09-12 14:19 |

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