Posted by cheeseburger > 2 months ago | Report Abuse

All glove counter going down.

Posted by Eagle77 > 2 months ago | Report Abuse

Will spike up afternoon ⬆️✅🚀🚀💥

Posted by cheeseburger > 2 months ago | Report Abuse

coming to Merdeka long break, many investors will prefer step out to avoid surprises.

Posted by hendrycheah > 2 months ago | Report Abuse

institutional friends seems like cutting their short holding from 50m few weeks ago to 26m.. are they changing their short position to long?

Posted by kshinann > 2 months ago | Report Abuse

Topg result should be out soon right? any insight or opinion?

Posted by Silent 88888 > 2 months ago | Report Abuse

should be better than last q but share price will remain
not the time to goreng

Posted by BuildBackBossku > 2 months ago | Report Abuse

Top Glove will continue to make profits, unlike Supermax 😆

Posted by NoviceFish > 2 months ago | Report Abuse

Soon glove stock will collapse and sell all your stock to cut loss ASAP!

Posted by Dannyfyl88 > 2 months ago | Report Abuse

Have already collapse... down 95% already... gloves are dead.... need 20 years to recover.

Posted by ket4212 > 2 months ago | Report Abuse

kwap still buying have something brewing

Posted by yfchong > 2 months ago | Report Abuse

What is a good entry point yeah

Posted by Habisgl0ve > 2 months ago | Report Abuse

Glove bull saying mpox again.. easy. Don't masuk belakang won't kena ok

Posted by BuildBackBossku > 2 months ago | Report Abuse

Malaysia will receive vaccine for Mpox

https://www.malaymail.com/news/malaysia/2024/09/02/health-minister-malaysia-to-receive-antiviral-drug-and-vaccine-for-mpox-through-asean-fund/148983

Posted by Bull13 > 2 months ago | Report Abuse

New US tariffs on China will start September. Biden may up the tariffs for gloves made in China from 25% to 50%?

Posted by yfchong > 2 months ago | Report Abuse

Apa macam boleh test water

Posted by salman > 2 months ago | Report Abuse

BUY!!! good news coming.....
https://www.freemalaysiatoday.com/category/business/2024/09/02/analyst-upbeat-on-gloves-sector-driven-by-higher-sales/

Posted by salman > 2 months ago | Report Abuse

All Investment bank upgraded its call on the Malaysian glove sector to overweight

Posted by Bull13 > 2 months ago | Report Abuse

China gloves will be expensive once the tariffs start in US this month. Malaysian gloves will be Great Again!!

Posted by Ghazaar > 2 months ago | Report Abuse

Malaysia's glove market share is still larger than China's gloves

Posted by mf > 2 months ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

41,220.53

-342.55

0.82%

Nasdaq

NASDAQ Composite

17,520.51

-193.10

1.09%

Posted by Bull13 > 2 months ago | Report Abuse

Expect TG QR this month will be very good. Possible dividend declared?
Also before the Trump v Harris debate on 11th, Biden will surely up the tariffs on China goods.

Posted by newbie9893 > 2 months ago | Report Abuse

bank stocks & AI game over,....local & foreign funds take profit and switch to glove counter soon..buy now

Posted by MaxGainz > 2 months ago | Report Abuse

Regardless of how things unfold, the effect is bound to show. It seems like people are offloading quietly, trying to get out ahead with the best price. Whether there's solid proof or not, this situation will likely linger and influence the stock. Just my humble opinion. Good luck out there!

Posted by newbie9893 > 2 months ago | Report Abuse

bank stocks & AI game over,....local & foreign funds take profit and switch to glove counter soon..buy now

Posted by BuildBackBossku > 2 months ago | Report Abuse

Funds switch to defensive stocks like TOP Glove currently

Posted by NoviceFish > 2 months ago | Report Abuse

Sell the glove stock before it's too late. The price already reach its peak. Soon, glove stock will collapse

Posted by yfchong > 2 months ago | Report Abuse

Apa macam

Posted by JovaneChua > 2 months ago | Report Abuse

Haha dropped back

Posted by Killsthebear > 2 months ago | Report Abuse

蓝帆医疗(002382)机构调研数据
调研日期：2024-09-02


3、请问目前国内各类手套的平均价格是怎样的水平?

答复要点: 从丁腈手套来讲,2024年上半年受丁腈胶乳价格上涨的影响,产品价格上涨。本质上,这是一波原材料价格推动产品价格上涨,但也客观反映了丁腈手套的渠道库存基本消化完毕,主流客户恢复常态化采购,上下游需求和供给情况改善带来行业产品价格的上升和盈利的修复。因此公司预计,未来丁腈手套产品价格将会呈现稳步增长的态势,尚未出现产品价格大幅上升的信号。


5、请介绍下山东蓝帆健康科技有限公司(以下简称“山东、康科技”)的扩产规划,海外布局手套产业的进展情况。

答复要点: 经过半年左右海外基地的选址考察,公司未来将根据关税政策等多重因素考虑是否进行、如何进行海外主动布局


9、根据目前国内外的竞争态势以及原材料价格走势,请问公司预判接下来手套行业的发展趋势是什么?

答复要点: (1)目前手套业务实现盈利主要取决于产品价格、原材料价格。随着手套行业产能逐步出清,前几年跟风建厂的小生产商由于缺乏运营经验而陆续关闭,市场份额高度集中于头部企业。随着头部企业开工率、盈利能力逐渐恢复,在现有产能满产全销、订单饱满、客户储备充足的基础上才考虑逐步新建产能,预计丁腈手套行业将维持在相对稳定态势。这要求各公司持续降低生产成本,拥有结构性成本优势才能使公司在激烈的市场竞争中生存下来,发展壮大。

Posted by Mini2021 > 2 months ago | Report Abuse

AI , Bank and Property all are over!!!!! you can see fund move their money to the low price stock...... just look at HARTA and Topglov how KWSP sapu.....those who still holding AI stock congratulation....

Posted by yfchong > 2 months ago | Report Abuse

Apa macam..........glove sri trang ok kah

Posted by AngAngBoHaiLang > 2 months ago | Report Abuse

hari ini semua goreng 99smart kah, sunyi sepi sini

Posted by NoviceFish > 2 months ago | Report Abuse

Glove stock is collapsing! Don't keep your stock sell it now before it reaches the bottom. If some1 is persuading you to enter, they definitely have bad intention.

Posted by yfchong > 2 months ago | Report Abuse

Apa macam

Posted by tingpangeng > 2 months ago | Report Abuse

It goes both ways lah , if anyone advocating to sell without solid evidences of reasons then it is definitely a bad intention as well lah

Posted by SinGor > 2 months ago | Report Abuse

long term holder should dump atleast 50% and wait who is next US president bcos Trump announced in
yesterday Rally he will impose BRCIS countries 100% import Tax---A clear indication De-dollarisation has
serious implication to USA ----Bear in mind EU will join Trump meaning 70% TopGlove Biz will be impacted

Posted by InfinityTifanny > 2 months ago | Report Abuse

Ongoing debate. Which side you choose? 🤣

https://www.wsj.com/livecoverage/harris-trump-presidential-debate-election-2024

Posted by Ghazaar > 2 months ago | Report Abuse

Sharks are aiming to collect when it drops below 90 cents

Posted by yfchong > 2 months ago | Report Abuse

Kwap strong supporter yeah

Posted by AngAngBoHaiLang > 2 months ago | Report Abuse

i from glove industry, i duno why u all said so, the market of glove are going up now, everyday got new order come in, and the price also going up a lot, haha

Posted by kl_guy > 2 months ago | Report Abuse

sinGor, if eu and us ban glove from msia where is they going to get glove ? china and south america country ? I think kamala will win .

Posted by xiaoeh > 2 months ago | Report Abuse

Posted by AngAngBoHaiLang > 11 hours ago | Report Abuse
i from glove industry, i duno why u all said so, the market of glove are going up now, everyday got new order come in, and the price also going up a lot, haha

Dear AABHL
China is going to set their glove plants here Thailand, Indonesia etc
any inputs from u...?

Posted by InfinityTifanny > 2 months ago | Report Abuse

What's the current asp for glove now, AngAngBoHaiLang? if you don't mind to share🙂

Posted by Arsenewenger8383 > 2 months ago | Report Abuse

USTR raised tariffs to 50% on medical face masks and surgical gloves, from an initially proposed 25%, but delayed their start to allow a shift to non-Chinese suppliers... Got good news tonite... Get ur ticket ready next week..

Posted by Arsenewenger8383 > 2 months ago | Report Abuse

Besides that, there will also be increases in tariffs on Chinese medical face masks and surgical gloves to 50% next year and then to 100% in 2026. That compares with the initial plan for an immediate 25% tariff. But the ones mentioned above are the heavy hitters.

Posted by Patron > 2 months ago | Report Abuse

Gloves Sector Flash Update (UOBKH)

USTR Raised China Surgical Gloves Tariffs to 50-100%

In a 105-pages official announcement just released, the Office of the United States Trade Representative (USTR) announced final modifications on the statutory review of earlier tariff actions on China.

This is an update from earlier proposed modifications announced in May 2024.

Key updates are on: new timing and tariffs rates on face masks, medical gloves, needles, and syringes. Also includes: i) a proposal regarding coverage of additional tungsten, wafers, and polysilicon tariff lines; ii) an exclusion for ship-to-shore cranes ordered prior to May 2024; iii) an expansion of the scope of the machinery exclusions process; iv) and modification of the coverage of proposed exclusions for solar manufacturing equipment.

To recall back in May, US increases higher tariff of 25% (from current 7.5%) on China’s rubber medical and surgical gloves’ exports beginning 2026.

The tariffs on China medical gloves are now raised to 50% in 2025, and 100% in 2026. Refer to page 18-19 of the under medical gloves segment, “The U.S. Trade Representative has determined to increase the rate of additional duties on medical gloves to 50 percent in 2025 and to 100 percent in 2026.”

This higher tariffs were not entirely a surprise, as we’ve been taking a leap of faith and highlighted possibilities of further detrimental policies towards China’s exports. Our contrarian OVERWEIGHT rating on the Malaysian glove sector were also largely premised on such potential scenario.

This steep tariff hike modification on China gloves undoubtedly solidify Malaysian glove industry’s market leader position and allays earlier concerns on market share losses due to stiff competition.

We expect share prices of Malaysian and Singapore glove stocks to strongly react towards this newsflow._

Maintain BUY on Harta (RM2.42/TP:RM3.66); Top Glove (RM0.915/TP:RM1.45) and Kossan (RM1.83/TP:RM2.42).

Next meaningful sector event will be Top Glove’s 4QFY24 results releasing on 10th October.

Posted by Killsthebear > 2 months ago | Report Abuse

Mysterious fever claims 16 lives in India
The outbreak has been reported in several villages of Kachchh district, about 380km west of Gandhinagar, the capital city of Gujarat.

https://www.sinardaily.my/article/221371/focus/world/mysterious-fever-claims-16-lives-in-india

Posted by icecool > 2 months ago | Report Abuse

wow crazy glove day

Posted by EVO118 > 2 months ago | Report Abuse

What is brewing? Not Oct yet!

Posted by bullrun168 > 2 months ago | Report Abuse

Walaoeh, what happend ?
Super damn hot man Topglov today !
Now Topglov was traded at @RM1.21 (+0.295) (+32.2 %)
Heng ah, Ong ah, Huat ah !