Posted by gemfinder > 2021-01-11 22:44 | Report Abuse

Yup. Should mco top four gloves cause they r d culprits in d first place

Posted by STEADYBOMBIBI85 > 2021-01-11 23:13 | Report Abuse

https://www.malaymail.com/news/malaysia/2021/01/11/uk-variant-of-covid-19-has-reached-malaysia-dr-noor-hisham-confirms/1939483

Posted by STEADYBOMBIBI85 > 2021-01-12 00:43 | Report Abuse

https://economictimes.indiatimes.com/news/international/world-news/japanese-finds-new-virus-variant-different-from-the-britain-and-south-africa-strain/articleshow/80206844.cms

Posted by Consultant > 2021-01-12 07:11 | Report Abuse

Good shares take time to hit top.. but they will hit top one day.. bad shares take forever to hit top and will never hit top.. haha

Posted by gloveharicut > 2021-01-12 09:34 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2021-01-12-story-h1539291161-Downside_risk_for_GLOVEs_limited.jsp

Posted by gloveharicut > 2021-01-12 09:37 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2021-01-12-story-h1539291162-BIG_FOUR_GLOVEs_offer_plenty_of_upside_Kenanga.jsp

Posted by ymccccm7 > 2021-01-12 10:01 | Report Abuse

why only kossan red? @@

Posted by Abilakh > 2021-01-12 10:07 | Report Abuse

Kossan if go up, go up the least, if fall, fall the most

Posted by STEADYBOMBIBI85 > 2021-01-12 10:12 | Report Abuse

Bloodbath due to darurat

Posted by STEADYBOMBIBI85 > 2021-01-12 10:21 | Report Abuse

https://www.straitstimes.com/asia/se-asia/malaysias-king-declares-national-state-of-emergency-to-curb-spread-of-covid-19

Posted by MrGlover > 2021-01-12 11:15 | Report Abuse

No more political concerns. Lock down. Glovers can just focus on business. UP UP UP 3rd wave liao! HUAT AH!!!!

Posted by MrGlover > 2021-01-12 11:33 | Report Abuse

Quickly come onboard before it spike higher ah! Best value leh :)

Posted by BeastOfTheEast > 2021-01-12 12:08 | Report Abuse

up up up

Posted by BeastOfTheEast > 2021-01-12 12:08 | Report Abuse

fly baby fly

Posted by BeastOfTheEast > 2021-01-12 12:08 | Report Abuse

up up to the sky

Posted by Mamurock > 2021-01-12 12:10 | Report Abuse

Kossan bo lat ka ni?

Posted by Mat Cendana > 2021-01-12 12:40 | Report Abuse

More investors are starting to realise this: despite the MCO *and also* Emergency, glove makers will continue to do well. Kossan included too, of course.

The decline in price over the past few weeks is very disappointing and painful. But I believe that if we buy at different times and average the price, we will be rewarded. Must have a bit of patience and not expect capital returns so fast as with a trader's mentality.

Posted by BeastOfTheEast > 2021-01-12 12:40 | Report Abuse

mco & darurat sure govt enforce strict SOPs & implementation of healthcare PPE, gloves etc. la

Posted by BeastOfTheEast > 2021-01-12 12:41 | Report Abuse

Otherwise how to make mco & darurat successful

Posted by zoizai > 2021-01-12 14:09 | Report Abuse

Afternoon limit up ?

Posted by tamp0i > 2021-01-12 14:32 | Report Abuse

Come on Kossan! Harta edi +50 cents... At least lah +30 cents

Posted by koolset > 2021-01-12 15:30 | Report Abuse

https://klse.i3investor.com/blogs/rubberglove_y2023/2021-01-12-story-h1539293983-Kossan_7153_Share_price_recovery_since_4th_January.jsp

Posted by FaridIsland > 2021-01-12 16:09 | Report Abuse

Koolset...kasi news lg..biar LU...

Posted by GrowingRich > 2021-01-12 17:14 | Report Abuse

I told y'all guys

Posted by GrowingRich > 2021-01-12 17:14 | Report Abuse

But y'all just wouldn't listen

Posted by GrowingRich > 2021-01-12 17:15 | Report Abuse

Y'all too stoneheart stubborn

Posted by GrowingRich > 2021-01-12 17:15 | Report Abuse

Glove bull wave 3 coming soon

Posted by GrowingRich > 2021-01-12 17:15 | Report Abuse

Fairly soon

Posted by GrowingRich > 2021-01-12 17:16 | Report Abuse

So don't miss the cheap fare boat & become yet another sore arse sour grape bitterheart non-stop sochai bullshhitting trolling naysaying wacko cracko stuppid morron iddiot dikkhedd later on

Posted by Ukga > 2021-01-12 17:40 | Report Abuse

Since the approval of vaccines, only about 30mil doses administered on the 8.7bil world population. How long will it take for the whole world to be vaccinated? No one can guarantee the efficacy of the vaccines can last forever while different variant of covid 19 popping up around the world.
Will glove counters continue to thrive is everyone guess. There are still a lot of uncertainty and unknown out there. Stay safe and enjoy trading. Cheers

Posted by treasurehunt > 2021-01-12 18:01 | Report Abuse

Whatever. Glove sector is trending upward now.

Posted by WeLoveSarawak > 2021-01-12 22:01 | Report Abuse

kossan has always been the laggard among the big 4...thats why KO is not good in your name...change name please UPssan is better

Posted by 5c0160 > 2021-01-12 23:27 | Report Abuse

The slowest on yhe top 4 glove

Posted by zoizai > 2021-01-13 00:15 | Report Abuse

Tmr top gainer

Posted by joyvest > 2021-01-13 07:29 | Report Abuse

Slowly and steady....is the name of the game for kossun

Posted by joyvest > 2021-01-13 07:31 | Report Abuse

Ko means high in Chinese....ssan means mountain in Chinese....so the name of kossan is ok...

Posted by bose00 > 2021-01-13 08:10 | Report Abuse

after TG next is Kossan the most short seller trade

if IB startas buy back , price will rocket .. meanwhile holdtight your holding shares

Posted by kentrade888 > 2021-01-13 08:57 | Report Abuse

Glove stocks will rise across the board today.

平均售价持续走高 贺特佳顶级手套前景唱好
Nanyang Tue, Jan 12, 2021 09:16pm - 11 hours ago



（吉隆坡12日讯）鉴于全球手套供应短缺，国内手套公司巨头顶级手套（TOPGLOV，7113，主板保健股）和贺特佳（HARTA，5168，主板保健股）管理层均认为，未来手套平均售价（ASP）还有上升空间。

联昌证券研究分析员指出，根据贺特佳的说法，手套平均售价会在2021财政年第三和末季，分别按季上升50%及40%。

贺特佳也认为，由于冠病疫情造成医疗和非医疗领域，对手套的需求旺盛，未来两年手套需求会每年短缺1200亿只。

该公司补充，尽管既有和新进手套公司皆积极扩充产能，但碍于原料供应吃紧、难取得充足劳动力、为遵守1990年工人住宿环境及基本设施最低标准法令（446法令）推高生产成本、疫情持续肆虐影响建厂进度，各公司新产能恐追不上市场需求。

贺特佳已为新一代综合手套制造广场（NGC）第7号厂，建造3条产线，年产量达27亿只手套。其余3条产线，则预计在2021财政年末季完工。

顶级手套也向分析员指出，其手套平均售价料在今年1月和2月，按月上涨15%及10%。3月平均也极可能升高至少5%。

券商给予买入评级

分析员也预估，在去年12月，顶级手套的丁腈手套平均售价，为每1000只113美元（约459令吉）。

顶级手套也已答应会继续加强员工住宿环境，包括将3200名员工，搬迁到可容纳5000人的宿舍。另外，该公司亦会拨出1亿9500万令吉，未来1至2年内，在现有工厂附近建造和购买员工宿舍。

顶级手套有信心，在满足446法令后，美国海关和边境保护局（CBP）将撤销产品入境禁令。

在投资建议方面，分析员均给予贺特佳和顶级手套“增持”评级，目标价分别设在19.50及8.90令吉。

若手套平均售价高于预期，分析员或会上调投资评级。

今天闭市，贺特佳报13.25令吉，涨92仙或7.53%，成交量1087万2800股。

至于顶级手套报6.68令吉，涨25仙或3.89%，成交量7479万100股。

Posted by Ben Tan > 2021-01-13 10:33 | Report Abuse

My analysis of AmInvest's "analysis":

https://klse.i3investor.com/blogs/bursainvestments/2021-01-13-story-h1539318879-Top_Glove_Serious_Material_Inconsistencies_with_AmInvest_s_Report.jsp

Posted by Bullrunrun > 2021-01-13 11:42 | Report Abuse

CGS-CIMB said Hartalega believed that there would be a global shortage of 120 billion gloves annually for at least the next two years, due to higher demand from both healthcare and non-healthcare sectors, owing to the Covid-19 pandemic.

“Despite aggressive capacity expansion plans from both existing and new glove makers, demand is unlikely to be fully offset by the incoming new capacity.

“This is given difficulties in securing raw material supply, not having sufficient workforce, higher costs to comply with Act 446 (of the Workers’ Minimum Standards of Housing and Amenities Act 1990) and construction delays due to the ongoing pandemic.”

Posted by Sweetchocalates > 2021-01-13 12:02 | Report Abuse

Kossan c18

Posted by Hl123456 > 2021-01-13 14:10 | Report Abuse

The best things to combat and win short seller trading is to hold our position, do nothing, just watch the show, have patient, wait for the short sellers to cover their position
If have $$ can consider adding on retracement, there is always some profit taking along the up trend.

If the price continue to move up slowly, the pressure is on the short sellers to buy back. When it happens, all of the holders of kossan will prosper....

Posted by gloveharicut > 2021-01-13 15:06 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2021-01-13-story-h1539320897-JP_Morgan_tells_clients_GLOVEs_ain_t_needed_during_vaccinations.jsp

Posted by Goldberg > 2021-01-13 15:45 | Report Abuse

https://klse.i3investor.com/blogs/bursainvestments/2021-01-13-story-h1

Who Is the Mysterious Gloves Short Seller?
Author: Ben Tan | Publish date: Wed, 13 Jan 2021, 2:36 PM

Since the beginning of last week, many have wondered who the mysterious short seller of gloves, who has spent a whooping RM1.8 billion shorting Top Glove, Hartalega, Kossan, and Supermax within the past 7 working days of this year, is. We might have just indirectly gotten the answer to that question. This short seller is currently sitting on a pile of paper losses as the market prices of the 4 glove giants have gone up (in some cases significantly up) as compared to the average price at which they have been shorted, mostly last week.

First, if you are unfamiliar with the situation, please quickly go through my earlier posts where I cover it more extensively:

The Big (Gloves) Short

Gloves: The Bad Guy Loses (From Time to Time)

Gloves: Zero Short Positions Closed for the Entire Last Week

Earlier today, two truly curious items were published.

First, AmInvest released an analyst report, full of logical inconsistencies, pegging their target price for Top Glove at RM6.50, for Hartalega at RM12.22, and for Kossan at RM4.56. You can read the report here. You can read my thoughts on AmInvest's report and the inconsistencies presented in it here.

More importantly, the chief "glove bear" - JP Morgan, have released a research note on Monday, according to reports from The Edge (see here). In this note they reconfirm their target prices for Top Glove at RM3.50, Hartalega at RM8.50, and Kossan at RM3.80. These target prices were first released in a reported dated December 11, 2020, according to an article on The Edge (see here). Unfortunately, we do not have the full report, but only the quoted excerpts, so it is hard to comment on how those target prices have been derived. It would be truly appreciated if anyone who may have access to the actual report could share it.

What we can comment on though, is that JP Morgan's asset management department may not have received this report. As of the last reported date (December 31, 2020), JP Morgan's holding of Top Glove stock has actually increased by 4.06% (see here). Note that as of November 30, 2020, their JPMorgan Malaysia Fund portfolio consisted of 9.4% Top Glove stock and 8.1% Hartalega stock (see here). These are their first and third stocks with highest weightage in their portfolio. The prospectus (same source) states that "Investments in, or exposure to, any single entity (other than Government and other public securities) cannot exceed 10% of the Fund’s total net asset value." In other words, JP Morgan owns close to the maximum of Top Glove stock it can own. This might be the first bear investor in the world this could be said for.

So the question that remains unanswered is - are JP Morgan's analysts wrong in their valuations, or are JP Morgan's fund managers wrong to have bought enormous amounts of glove stock and hugely overpriced market valuations?


https://klse.i3investor.com/blogs/bursainvestments/2021-01-13-story-h1

Posted by blackleopard > 2021-01-13 15:50 | Report Abuse

These are the 2 JP M analysts named Jeffrey Ng and YY Cheah who lower TG's TP price in 12/Dec.

Will they allow the doctor/nurse to do vaccination for their beloved family with bare handed.....hohoho

Think wisely

Posted by kltower > 2021-01-13 15:56 | Report Abuse

'Someone in AmBank' helped Jho Low make RM494m from flipping 1MDB bonds in 2009, defence says

https://www.theedgemarkets.com/article/1mdbtanore-trial-someone-ambank-helped-jho-low-make-rm494m-flipping-1mdb-bonds-2009-defence

My Father Died For Reporting Corruption At AmBank EXCLUSIVE INTERVIEW

https://www.sarawakreport.org/2015/07/my-father-died-for-reporting-corruption-at-ambank-exclusive-interview/

Posted by kltower > 2021-01-13 15:57 | Report Abuse

do not trust any article from dirty am invest

Posted by Primeinvestor > 2021-01-13 15:59 | Report Abuse

aminvest is the worst research house, call sell on construction gamuda tp 2, dont admit wrong call, same to gloves

Posted by beginner > 2021-01-13 17:42 | Report Abuse

no wonder supermx and harta price can up faster, when the time IBs to close the short position topglov and kossan will fly higher than the other 2

Posted by gloveisover > 2021-01-13 17:42 | Report Abuse

“Our top picks have a recovery bias (Tenaga Nasional Bhd, RHB Bank Bhd, DRB-Hicom Bhd, MBM Resources Bhd and Focus Point Holdings Bhd), combined with volatility (Bursa Malaysia Bhd), defensives (Telekom Malaysia Bhd, MQREIT), value (IJM Corp Bhd, Sunway Bhd, Bumi Armada Bhd) and sold down pandemic beneficiaries (Top Glove Corp Bhd),” it said.
https://www.theedgemarkets.com/article/klci-pares-gains-losses-glove-makers-cap-advance