Posted by qqq47660 > 2024-03-07 16:17 | Report Abuse

Away from the gambling world the CCP is very competent.

Buy in the gambling world of finance, wall street is the taiko.

CCP always have to ask themselves to open or not to open?

Posted by xiaoeh > 2024-03-07 16:22 | Report Abuse

QQQ
please talk stock and money related topic in this TG forum

Posted by qqq47660 > 2024-03-07 17:20 | Report Abuse

Every topic is inter connected

Posted by UlarSawa > 2024-03-07 18:38 |

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Posted by Felix888999 > 2024-03-07 19:32 |

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Posted by Felix888999 > 2024-03-07 19:38 |

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Posted by Felix888999 > 2024-03-07 20:18 | Report Abuse

Who are you? I don't read you messages, so long don't know what you talking about.

Posted by UlarSawa > 2024-03-07 20:28 |

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Posted by Balian de Ibelin > 2024-03-08 02:00 | Report Abuse

Forcing HeLicksShit to buy Top Glove very successful. Kesian. Haiyoh. Correct? 😁👍

Posted by Felix888999 > 2024-03-08 08:00 |

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Posted by UlarSawa > 2024-03-08 08:10 | Report Abuse

Going by these projections, there will be an excess capacity of 212 billion pieces in 2024, which means low prices and depressed plant utilisation will continue to plague the industry.

Kenanga expects the demand-supply situation to only start heading towards equilibrium in 2026. when there is virtually no more new capacity coming onstream while the global demand for gloves continues to rise by 15% per annum underpinned by rising hygiene awareness.

"Following a premature run-up in their share prices, we avoid all names under our coverage," it said, while reiterating "underperform" on the sector.

Posted by UlarSawa > 2024-03-08 08:27 |

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Posted by alenac > 2024-03-08 08:55 | Report Abuse

Good morning if Tan Seli keeps on collecting TG, sooner he has to privatize TG. The question is how much he can buy to prevent the counter from falling below 59 sen? Price now is controlled by Tan Seli.

Posted by UlarSawa > 2024-03-08 08:56 |

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Posted by Felix888999 > 2024-03-08 08:58 |

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Posted by Felix888999 > 2024-03-08 09:13 |

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Posted by Balian de Ibelin > 2024-03-08 09:20 | Report Abuse

Top Glove is 1.20 today

Posted by Balian de Ibelin > 2024-03-08 09:23 | Report Abuse

Thats is how the Mou Lai HeLicksShit talk. 😁
Top Glove is 1.20 when anybody who can read knows it is not 1.20
Mou Lai HeLicksShit fabricates evidence and then use fake evidence to talk bad about people. 😁

Posted by UlarSawa > 2024-03-08 09:36 |

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Posted by UlarSawa > 2024-03-08 09:38 |

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Posted by Felix888999 > 2024-03-08 11:19 | Report Abuse

BalianLicksAssshole now is good time to accumulate TG, TP 1.20 is just a low hanging fruits with 50% profit if TG back to 52 weeks high.

V-shaped recovery is just delay but certainly will come.

Posted by Felix888999 > 2024-03-08 11:23 |

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Posted by Felix888999 > 2024-03-08 11:52 |

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Posted by Felix888999 > 2024-03-08 12:00 |

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Posted by Felix888999 > 2024-03-08 12:06 |

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Posted by Felix888999 > 2024-03-08 12:19 |

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Posted by Felix888999 > 2024-03-08 12:20 |

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Posted by Felix888999 > 2024-03-08 12:27 |

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Posted by Huangbk72 > 2024-03-08 13:10 | Report Abuse

More than welcomed.. I accept

Posted by Balian de Ibelin > 2024-03-08 13:14 | Report Abuse

the Puussy with no balls will not accept since Top Glove will drop to 30 sen. 🤣

Posted by Felix888999 > 2024-03-08 14:31 |

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Posted by Huangbk72 > 2024-03-08 14:33 |

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Posted by Huangbk72 > 2024-03-08 14:39 |

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Posted by Huangbk72 > 2024-03-08 15:15 |

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Posted by UlarSawa > 2024-03-08 15:17 |

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Posted by xiaoeh > 2024-03-08 15:33 | Report Abuse

IBs = contrary indicator....
standby...

Posted by Felix888999 > 2024-03-08 16:14 |

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Posted by UlarSawa > 2024-03-08 16:16 |

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Posted by UlarSawa > 2024-03-08 16:18 |

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Posted by Huangbk72 > 2024-03-08 16:27 | Report Abuse

IB report also not accurate.

China glove makers are making profit even selling at lower ASP. More upcoming supply from China.

China glove makers are still on expansion with newer factories with higher efficiency. AI based.

https://www.globaltimes.cn/page/202401/1305114.shtml

Malaysian glove makers are stuck with legacy problem of old factories and old tech.

Gloves makers in Malaysia are in sunset industry.

Posted by UlarSawa > 2024-03-08 16:42 |

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Posted by Felix888999 > 2024-03-08 16:43 |

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Posted by Felix888999 > 2024-03-08 16:44 |

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Posted by UlarSawa > 2024-03-08 16:45 |

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Posted by Huangbk72 > 2024-03-08 16:46 | Report Abuse

Look at latest GP margin from INTCO - 15.74%.

What is Malaysian glove makers GP? After cut everything still less than 5%

IB keep saying market recovery in 2026 .. which is correct
But IB didnt mention market share of Malaysian makers cannot recover.

https://www.marketwatch.com/investing/stock/300677/financials/income/quarter?countrycode=cn

Posted by UlarSawa > 23 seconds ago | Report Abuse

Ular read the newspaper with Title like this leh. Dunno why never mentioned Msia instead of China leh. Msia Gloves not competitive kah. Haiyoh. Correct?



More medical gloves are coming from China, as U.S. makers of protective gear struggle

Posted by UlarSawa > 2024-03-08 16:46 | Report Abuse

Pre-pandemic, China was a minor player in the nitrile disposable glove market. Post-pandemic, it has substantially grown its overall nitrile production capacity and is expected to grow it further.

In the single-use glove industry, factories—especially in Malaysia, the world’s No. 1 glove-producing nation—continue to have utilization challenges, with some operating at as low as 20% capacity, and others in the 40%-50% range.

Major glove makers in China, however, are running their factories at close to full-capacity utilization, content to take financial losses for the sake of growing market share. The state of manufacturing outside of China has led experts to believe that a meaningful recovery for the industry may come slowly given the intense competition.

Posted by Huangbk72 > 2024-03-08 16:47 |

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Posted by UlarSawa > 2024-03-08 16:48 | Report Abuse

Capacity has been lacking
Disposable glove factories prefer to run production lines almost non-stop to increase revenue. It is commonly accepted that a factory needs a minimum 50% utilization rate to break even. Throughout 2023, factory utilization rates for most of the industry were well below 50% because of massive capacity added during the pandemic and high excess inventory at the end-user level. Many industry insiders predict the utilization rate will bounce back to higher than 50% in 2024-25.

At the same time, Chinese factories are also under scrutiny due to increased FDA inspection on exam glove imports into the U.S. These can take from days to a month to complete, which could push some importers to move production to SE Asia suppliers. Plus, Chinese factories will experience additional headwinds in Q1 due to disruptions that come with Chinese New Year.

Posted by DickyMe > 2024-03-08 16:55 | Report Abuse

Tell Taikor to tutup kedai and save whatever he can.

Posted by UlarSawa > 2024-03-08 16:57 |

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