Posted by Larn > 2021-10-22 19:36 | Report Abuse

yesterday 450pm...purple buyer collect already 6.2mil shares..

Posted by Larn > 2021-10-22 19:40 | Report Abuse

today same time purple buyer collecting some more..

Posted by FortuneBlooming > 2021-10-22 21:15 | Report Abuse

Jumping into full opening up & loosening up when daily cases are still on 4 digits is not such a good idea

Posted by FortuneBlooming > 2021-10-22 21:16 | Report Abuse

Israel went back up from 16 cases per day to 10,000 cases per day in less than 6 months after full opening up & loosening up

Posted by FortuneBlooming > 2021-10-22 21:16 | Report Abuse

We need to maintain stringent restrictions, keep strict safety health precautionary preventive measures including use of appropriate ppe at all times by frontliners especially, strict sop etc.

Posted by blackchicken > 2021-10-22 21:45 | Report Abuse

Analyst downgrades as Supermax hit with US ban https://www.thestar.com.my/business/business-news/2021/10/22/analyst-downgrades-as-supermax-hit-with-us-ban

Posted by Jason85 > 2021-10-22 23:21 | Report Abuse

Who want.. Rm3.5 I sell some to you.

Posted by CoolBull > 2021-10-23 00:38 | Report Abuse

covid not gonna disappear completely so fast yet just from high vaxxing rate

OTOH, if govt & rakyat get excessively overconfident from temporary reduction in daily cases & both sides drop their guard, covid could quite easily make another upsurge

as has indeed actually happened in US, UK, Israel, Singapore, Russia

this is neither a threat, nor a scare story, but a friendly realistic responsible adult reminder

Posted by CoolBull > 2021-10-23 00:38 | Report Abuse

living with covid does not mean everybody forgetting about safety health precautionary preventive measures including stringent restrictions, appropriate ppe, tight sop etc.

living with covid does not mean everybody freely & deliberately exposing themselves to the risk of getting covid, that would just be surefire recipe for another disaster

Posted by Beautyseeker > Oct 18, 2021 2:08 PM | Report Abuse

We need to live with it already

Posted by CoolBull > 2021-10-23 00:39 | Report Abuse

yep, mercator is only a small player with a big name, nothing like malaysian Gloves Big 4

Posted by pjseow > Oct 19, 2021 8:49 AM | Report Abuse

The small player like mercator with only 3 to 4 billions capacity will not survive with the ASP coming down to normalised state. Those new comers which havent even.started production will also vanish . They just cant compete when they need to borrow to put up the capacity, do not have the economy of scale., steep.learning curve and and has yet to build up customer relationship. All these factors are detrimental to their survivals.

Posted by CoolBull > 2021-10-23 00:40 | Report Abuse

You only sold cut loss 2 weeks ago? Oh, really?

Dude, what a big ginormous liar you are. You've been going around all the glove rooms asking guys to sell for at least the last 10 months, and now you're in Comfort room telling us that you yourself only sold 2 weeks ago?

OMG, dear oh dear. I just don't know what to say, man.

Shameful, most shameful.

Posted by NatsukoMishima > Oct 16, 2021 3:57 PM | Report Abuse

My advice to glove supporters is take back as much capital as you can right now n dont look back to glove stocks anymore because it is really for time to go back to pre pandemic level next year ! Try wake up now , the supernormal profits period already gone n will never happen again due to big challenges from China ! I myself already cut lost 2 weeks ago n protected 50% capital for other good divy solid recovery stock !
If not cut loss my capital maybe left 30% only !
Many people learnt a very expensive lesson in glove stocks !

Personal view only n not a buy sell call ! Think carefully n action fast !

Posted by CoolBull > 2021-10-23 00:41 | Report Abuse

Another big fat ginormous liar doing non-stop bullkrapping fearmongering in supermax & sometimes other glove rooms, in concert with some other shorting cartel goons like natsuko nishima, habisglove, glovefinish, sharemarket21, citadel, monetary, snowpiercer, gemfinder etc. etc. etc.

Posted by MoneyMakers > Oct 19, 2021 9:41 PM | Report Abuse

Walao natsuko alrdy swallow 50% cutloss..tough but brave choice..gdluck in recovery, should’ve made some back past 2 weeks

Doubt if stay here will even be able to buy AA by year end

Posted by CoolBull > 2021-10-23 00:41 | Report Abuse

That is just the typical non-stop desperate pathetic bullkrapping fearmongering activity of all them shorting cartel goons

They have been doing it non-stop in all the glove rooms

Posted by CoolBull > 2021-10-23 00:42 | Report Abuse

when israel opened up & loosened up everything in march 2021, they had already achieved 16 infections per day

by september 1, they had climbed back up to 10,000 infections per day

when singapore opened up & loosened up everything in may 2021, they were already on 2 digit infections per day

on saturday 9 october 2021, they had climbed back up to record high 3,703 infections per day

Posted by CoolBull > 2021-10-23 00:43 | Report Abuse

so you think MARGMA is a bullkrapping fearmongering association, just like shorting cartel boys & girls goons gang la

can simply be spouting bullkrap out of their arrse just like you all for the media to publish la

okay la, whatever you say la hor, everything you say must be correct la

hor

Posted by Snowpiercer > Oct 9, 2021 9:58 AM | Report Abuse

Who are members of MARGMA? Sure say got shortfall. The fact i think it's not. And such a low tech industry, low barrier to entry, no competitive advantage.

Posted by CoolBull > 2021-10-23 00:44 | Report Abuse

Rubber glove industry lobbying for special reinvestment allowance in Budget 2022

https://www.theedgemarkets.com/article/rubber-glove-industry-hopes-reinvestment-allowance-budget-2022

Posted by CoolBull > 2021-10-23 00:44 | Report Abuse

yep, precisely, the frontliners always gonna be there

Posted by Starship2 > Oct 10, 2021 2:08 PM | Report Abuse

Gloves are usually one-time use product..My feeling is even covid becames "endemic", fear of contacting the disease, especially for medical staff will always be there...and using them is also hygenic...So the practice of using gloves that peaked due to covid will not decrease very quickly in my view.....

Posted by Maridien2 > 2021-10-23 00:51 | Report Abuse

Covid cases have begun rising across Europe, with Germany the latest country to issue a warning after infections rose sharply this week - but added the rise is to be 'expected' as winter approaches.

The German health ministry said on Friday that cases are 'escalating' in 'all age groups' after recording almost 20,000 new infections in 24 hours, a rise of 70 per cent week-on-week even with mask mandates and Covid passports in place.

'It is to be expected that the increase in case numbers will pick up speed in... autumn and winter,' Oliver Ewald said, with German ministers not expected to increase current restrictions or reimpose lockdowns.

Germany's figures mirror a trend that is building across much of Europe with the UK, Netherlands, Belgium and Poland among dozens of countries seeing infection rates rise as colder weather arrives.

Posted by blackchicken > 2021-10-23 06:20 | Report Abuse

美国禁入口 速柏玛遭3重打击 https://www.enanyang.my/财经新闻/美国禁入口-速柏玛遭3重打击

Posted by Keyman188 > 2021-10-23 10:15 | Report Abuse

速柏玛恐明年9月才解禁 财测砍20%

（吉隆坡22日讯）被指剥削员工的速柏玛（SUPERMX,7106,主板保健股），昨日起（21日）所生产手套遭美国当局扣押，分析员预期这个财政年出口美国销量减半，调低未来两个财政年财测13至20%。

速柏玛21日急挫20仙后，22日继续面对卖压，最低一度降至2令吉零1仙，闭市收报2令吉零3仙，全天走低2仙，共有1166万3300股易手。

21日起速柏马旗下3家公司，被指控违反国际劳工组织（ILO）强迫劳动11指标的10指标，美国海关和边境保护局（CBP）在美国各口岸扣押其产品查办。

速柏玛已经委任2家独立稽查公司进行劳力稽查，有关稽查在各厂房持续进行。

联昌研究指该公司上财政年有多达50至60%手套销售美国，预期这个财政年减半至总销量的25至30%，下修2022至2024财政年净利预测15.9%、18.5%和15.3%。

联昌预期上述事件至少需3至4个月才可提呈CBP处理，得花上另6至9个月审查批准，预测会在2023财政年首季末（2022年9月）解禁。

肯纳格研究调低速柏玛2022财政年净利预测13%，手套平均价从42美元调低至40美元。

肯纳格表示，手套的平均价跌得比预期快，这显示疫情开始的过去15个月市场超定手套，目前也进行库存调整。

该行披露，顶级手套（TOPGLOV,7113,主板保健股）第四季业绩汇报时披露，平均价按季跌31%至48美元，比预期跌得快。

然而，基于原物料价格上涨，遵循成本的增加，手套价格不可能跌到低于疫前水平。该行维持2023财政年财测，预测每千个手套28美元。

该行说，速柏玛的财务状况仍保持强稳，截至2021年6月杪上个财政年，净现金达35亿令吉，每股为1令吉29仙。

达证券目前仍然等候管理层对上述扣押事件提供最新详情；其3家子公司产品遭CBP扣押，不排除速柏玛在大马生产制造的所有手套全遭禁止出口美国。

该行补充，顶级手套起初两家子公司产品遭扣押，后来所有顶级手套大马制造的手套，全部受禁进入美国。

达证券调低速柏玛2022与2023财政年财测18.4%和20.9%，预期销售挫7.2%；手套平均价跌5.2%，两财政年手套平均价每千个36美元与23.2美元。

达证券的数据显示，目前市场预计速柏玛截至2022年6月30日止财政年的净利为15亿8790万令吉，下一财政年则可能降至7亿1150万令吉，而该行的预测分别是10亿6990万令吉和3亿9720万令吉。
11分析员5喊卖

《彭博社》汇集数据显示，在速柏玛卷入强迫劳动风波后，追踪该公司的11位分析员中有两位调低评级，包括兴业研究降至“卖出”，MIDF研究也调低到“短线卖出”。

目前，给予速柏玛“卖出”评级的分析员已提高到5位，维持“守住”评级的仍有5位，仅有一位给予“买进”评级，其12个月平均合理价为2令吉35仙。

其中，联昌对其“持有”评级不变，目标价从3令吉20仙调低至2令吉16仙，并把2023年本益比由16倍调低至12.8倍。

肯纳格给予速柏玛的目标价从2令吉35仙调低至2令吉15仙，评级保持“符合大市”。

达证券继续给予“售出”评级，目标价自1令吉80仙调低到1令吉43仙。基于强迫劳动指控，该行也调低速柏玛的ESG（环境、社会与企业监管）评级，从3星调至2星。



## https://www.sinchew.com.my/20211022/速柏玛恐明年9月才解禁财测砍20/

Posted by Keyman188 > 2021-10-23 10:17 | Report Abuse

More worst...TA sec had given TP to 1.43...

Too risky due to 50% sale from USA...

Is it time to rethink shift / swap to other more substantial glove counters !!!...



wkwkwk...kekeke...hehehe...

Posted by Keyman188 > 2021-10-23 10:18 | Report Abuse

No wonder last 2 days Kossan share price slightly jumped up lehhh...

Even though QoQ profit dropped by 50% but still strong buying interest...

Fortunate Keyman188 had opted for Kossan instead of Supermax...



wkwkwk...kekeke...hehehe...

Posted by sharemarket21 > 2021-10-23 11:10 | Report Abuse

Dude you are from different league. Since you quoted many names. Many have helped some readers here. 5 factors hit you and don’t simply buy high next time. You hope for COVID-19 worsen and now you know what’s the major factor hit you hard when you have no clue? You should know the answer.

Posted by Start_0f_the_bull > 2021-10-23 11:14 | Report Abuse

The price was hoovering around RM2.03 yesterday, it maybe the strong price recovery of Kossan that have some influence on Supermax. Kossan and Supermax have been matching each other share price the past few weeks before the news of US gloves seizure on Supermax.

Posted by Citadel9999 > 2021-10-23 11:41 |

Post removed.Why?

Posted by Benhobenhobenho > 2021-10-23 11:42 | Report Abuse

https://www.theedgemarkets.com/article/forced-labour-national-action-plan-be-launched-next-month-%E2%80%94-saravanan

Posted by Start_0f_the_bull > 2021-10-23 11:44 | Report Abuse

Citadel9999 Banyak stupeed
23/10/2021 11:41 AM

What?

Posted by GlovesOff > 2021-10-23 11:54 | Report Abuse

YA KAH
**************
Maridien2 Stanley made his move already, shorties prepare to die

Posted by 8899EL8899 > 2021-10-23 12:30 | Report Abuse

apa nak jadi........asyik turun- turun tak berhenti............EPF , PNB tak layan supermax ini,............mana pergi mereka ini?.............ada dana disimpan mati,.............baik balik kampung, tanam jagung, makan sendiri.

Posted by GlovesOff > 2021-10-23 12:44 | Report Abuse

Supermax which closed at RM2.03, spent a total of RM222.4 million, or an average of RM4.36 each, for 51.05 million shares, translating into a paper loss of RM118.7 million. - The Edge

Posted by Start_0f_the_bull > 2021-10-23 13:30 | Report Abuse

While some newcomers dominate the forum, where are those regular gloves stocks defenders now?

Posted by monetary > 2021-10-23 14:17 | Report Abuse

don't waste time. no fund buying except short seller covering short. once short is covered will b dead stock.

Posted by monetary > 2021-10-23 14:20 | Report Abuse

gloves need collaboration of funds to move. Mickey mouse retailers have heart no strength.

Posted by Louispar3 > 2021-10-23 14:28 | Report Abuse

SM QR out when?

Posted by FortuneBlooming > 2021-10-23 14:33 | Report Abuse

How is global glove demand ever going to go back to pre-pandemic level, when pandemic is quite obviously still raging & rampaging with newer & robuster covid variants still emerging all the time

that is just so obviously shorting cartel desperate pathetic bullkrapping fearmongering

Posted by FortuneBlooming > 2021-10-23 14:33 | Report Abuse

While global population also still continuing to grow all the time

Posted by FortuneBlooming > 2021-10-23 14:34 | Report Abuse

global population right now growing at 90 million per year

this growth, just like your fd interest, is compounded over time

so, in just 8 more years, there's gonna be another 1 billion people on this planet

in just 14 more years, another 2 billion

in 19 more years, another 3 billion

Posted by Citadel9999 > 2021-10-23 14:39 |

Post removed.Why?

Posted by Citadel9999 > 2021-10-23 14:40 |

Post removed.Why?

Posted by monetary > 2021-10-23 14:57 | Report Abuse

global population can grow faster than glove production line? it takes 9monts to make a baby. how many months to assemble a production line?

Posted by monetary > 2021-10-23 14:59 | Report Abuse

shortage of glove is purposely made to prevent asp falling to low. not because of population growth.

Posted by monetary > 2021-10-23 15:04 | Report Abuse

glove isn't milk powder. it has nothing to do with population growth. the only catalyst is virus.

Posted by monetary > 2021-10-23 15:05 | Report Abuse

I myself has not used a single pair of nitrile or latax glove in my life. hahaha .....

Posted by monetary > 2021-10-23 15:08 | Report Abuse

that's the problem with retailers. they just absorb whatever they read.

Posted by monetary > 2021-10-23 15:17 | Report Abuse

u can flood the entire solar system with ppl. if there is no epidemic or pandemic glove can't sell. it isn't food. lol!

Posted by Sales > 2021-10-23 15:48 | Report Abuse

Profit less than RM50 millions, stock can go up to RM20.00.

Posted by blackchicken > 2021-10-23 16:18 | Report Abuse

MIDF Research downgrades Supermax to ‘trading sell’, target price revised downward https://www.malaymail.com/news/money/2021/10/22/midf-research-downgrades-supermax-to-trading-sell-target-price-revised-down/2015166

Posted by blackchicken > 2021-10-23 16:19 | Report Abuse

Supermax sees hit to Q2 22 earnings as it audits forced labour indicators https://www.malaymail.com/news/money/2021/10/22/supermax-sees-hit-to-q2-22-earnings-as-it-audits-forced-labour-indicators/2015169

Posted by blackchicken > 2021-10-23 16:27 | Report Abuse

Even without the scandal, Supermax was destined to lose its shine as the world economy recovers.

Dow posts record closing high, global stocks gain for 3rd week; dollar dips https://www.malaymail.com/news/money/2021/10/23/dow-posts-record-closing-high-global-stocks-gain-for-3rd-week-dollar-dips/2015322

Posted by VolatileIsMyGold > 2021-10-23 17:46 | Report Abuse

safety health precautions & preventive measures among frontliners still need to remain, including wearing appropriate ppe in many situations

irregardless of whether their patient is fully vaccinated or not, taking pill or not, young or old, female or male, etc.

gloves are very often important part of appropriate ppe