 | Stock: [KOSSAN]: KOSSAN RUBBER INDUSTRIES BHD Jul 10, 2020 1:21 PM | Report Abuse Thank you for sharing. This mean price not increase as much as expected. OEM is just a manufacturer, price increase not benefiting kossan a lot, just like Comfort. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 10, 2020 1:11 PM | Report Abuse In term of share price, Top Glove highest, then Harta, followed by Super than Kossan. Just nice, in term of price is number 3. Stanley will not want to lose to Kossan... bonus issue may not be on the cards for Supermax unless others do first.... |
|
| Stock: [KOSSAN]: KOSSAN RUBBER INDUSTRIES BHD Jul 10, 2020 12:56 PM | Report Abuse any news from AGM? Kossan is OEM like comfort, it does not have much pricing power unlike Supermax. Should consider to switch to supermax as kossan increase in share price not so justify. Worry after quarterly result announced later, price will fall a lot... Just be careful. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 10, 2020 9:19 AM | Report Abuse new high again for supermax and kossan. I hope kossan n harta will not up so much otherwise some naysayers and The Star paper will say bubble. Kossan and Harta increase no so justify as they are OEM. Supermax OBM will make double what they make in every glove it sells... |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 5, 2020 1:42 PM | Report Abuse Now is July. Covid cases remains all time high...
https://www.cnbc.com/2020/07/04/world-health-organization-reports-new-coronavirus-cases-reach-all-time-high.html |
|
| Blog: Comfort AGM - Boon Keng Jul 2, 2020 1:08 PM | Report Abuse Thanks for AGM note. I think Comfort got less bargaining power than Top Glove and SUpermax. Supermax can sell direct at OBM at about USD 120-150. Comfort only USD 33...
Supermax is far better loh |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 30, 2020 11:20 PM | Report Abuse https://koonyewyin.com/2020/06/30/comfort-what-the-chairman-said-at-the-agm/ |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 30, 2020 12:15 PM | Report Abuse today The Star substandard report on drop in glove prices probably the writer refer to pirated gloves on website selling fake fda certified gloves based on Freetospeak view... |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 29, 2020 10:17 PM | Report Abuse U.S. stocks rose on Monday even as U.S. coronavirus cases continued to surge. Good news for glove |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 25, 2020 10:54 AM | Report Abuse correction should be over for now unless US Market crash again. |
|
| Stock: [MASTER]: MASTER-PACK GROUP BHD Jun 23, 2020 11:01 PM | Report Abuse Interesting writeup from the mgt, refresh again...
“Master-Pack is fortunate that as a player in the packaging industry with a wide range of customers
including the Food and Beverage and Medical Sectors which are essential if not critical for the normal daily lives. For the year 2019 the supply of packaging materials to the Food and Beverage is about 10% of total revenue while the solar industry took up 67%. With the disruption, we may see a shift in the composition for 2020 to the Food & Beverage and Medical Sectors" |
|
| Stock: [JAKS]: JAKS RESOURCES BHD Jun 20, 2020 5:42 PM | Report Abuse Thank you DK66 for the update. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 20, 2020 2:26 PM | Report Abuse https://koonyewyin.com/2020/06/20/comfort-my-target-price/ |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 19, 2020 10:07 PM | Report Abuse We should expect medicine like antibiotic for covid 19. Expect to get vaccine is unrealistic. Moderna first claim can have vaccine, never has any product in the market despite establised about 10 years... |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 15, 2020 11:08 PM | Report Abuse Nasdaq index is recovering now only drops 0.22% vs KLCI today dropped 3%.
Tomo Superman will recover strongly. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 11, 2020 10:47 PM | Report Abuse US stock drop badly for fear of second wave Covid 19. Good news for glove stock
https://www.cnbc.com/2020/06/11/global-stocks-reel-on-gloomy-fed-outlook-and-fears-of-a-second-coronavirus-wave.html |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 11, 2020 10:20 PM | Report Abuse After today Top Glove results, can we expect IBs to upgrade Supermax target price? |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 10, 2020 8:56 PM | Report Abuse US Second Wave is Coming
As U.S. states push deeper into reopening, several that were among the first to reopen have reported surges in cases and hospitalizations. Confirmed cases across the U.S. have been on a gradual rise since Memorial Day weekend, when packed beaches and crowded gatherings prompted warnings from officials.
Some officials have pointed to increased testing as the cause for rising case numbers, but hospitalization data isn’t nearly as dependent on testing. Texas has reported two consecutive days of record-breaking Covid-19 hospitalizations and hospitalizations are on the rise in Arizona, too, the state’s biggest health-care system, Banner Health, told CNBC earlier this week.
This is CNBC’s live blog covering all the latest news on the coronavirus outbreak. This blog will be updated throughout the day as the news breaks. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 10, 2020 7:49 PM | Report Abuse IBs do not project 100% increase for q3. i think Top Glove can surprise the market when they announce result tomo |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 10, 2020 7:47 PM | Report Abuse "However, we believe that 3QFY20 did not capture the full impact of Covid-19 as it only began to hike ASPs aggressively from June 20. Hence, Top Glove should continue to record sequentially stronger results beyond 3QFY20," said CGS-CIMB in a note dated June 9. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 10, 2020 7:39 PM | Report Abuse For TG, not only price increase, bu also volume increase. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 9, 2020 10:23 PM | Report Abuse CIMB raised Top Glove TP 25. Order lead time till Jul 2021 and big jump in ASP. Supermax should have better profit growth in term of % vs Top Glove due to its business model?
https://klse.i3investor.com/blogs/gloveharicut/2020-06-09-story-h1508699501-CIMB_raise_TOPGLOV_TP_RM25_after_haircut_it_You_serious_F.jsp |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 7, 2020 1:02 PM | Report Abuse From CNBC, looked like second wave coming
U.S. cases have been climbing since Memorial Day, but New York City this week reached an optimistic milestone: on Friday, the city, the epicenter of the U.S. outbreak, reported zero coronavirus death for the day. That hasn’t happened since March. NYC is slated to move into its first phase of reopening on Monday.
Still, the virus continues to spread quickly in parts of Latin America and Eastern Europe, according to the World Health Organization. Brazil’s caseload and death rate are particularly stark, even as Reuters reports that President Jair Bolsonaro threatened to pull his country out of the WHO.
Brazil very serious.
https://www.theedgemarkets.com/article/brazil-takes-down-covid19-data-hiding-soaring-death-toll |
|
| Stock: [JAKS]: JAKS RESOURCES BHD Jun 4, 2020 1:42 PM | Report Abuse Philip gives an excellent view for thoughts: One thing that I always advise young investors is to know the business, and know where the growth and money is coming from. That is the best way to invest. By buying stocks based on yesterday's news, you miss out on tomorrow's future.
It means little to attack people here. Spent time on the above. |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 4, 2020 1:28 PM | Report Abuse Not managed to grab some today at 2.80, where are naysayers said big drop yesterday night . But managed to grab some supermax and top glove on weakness. |
|
| Stock: [JAKS]: JAKS RESOURCES BHD Jun 4, 2020 1:25 PM | Report Abuse Yes. No point attacking OTB here every day. It will not make you rich. I agreed. Try to spend time to research potential growth stocks better than attacking here. |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 10:14 PM | Report Abuse A lot of people here looked down on comfort. Comfort share price will follow Top Glove tomorrow. Most glove stocks are correlated.... |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 9:51 PM | Report Abuse I also want to buy at RM 2.05. |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 1:35 PM | Report Abuse Stay out of glove stocks if you use margin or no cash. the risk if getting higher if you contra... |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 1:33 PM | Report Abuse Don't sell out of panic, sell when i rebound if you really have to. You will never win in stock market if you panic sale...Last week i sold gloves to buy banks like PBB and ABMB. Today i sold bank some stocks to buy some glove stocks. Oversold and poised for rebound.. |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 3, 2020 1:22 PM | Report Abuse Last week dispose gloves buy banks like PBB, AIMB and CIMB. Today dispose of banks and accumulate gloves.. Hehe |
|
| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Jun 3, 2020 1:12 PM | Report Abuse I think top glove can make superprofit like Supermax and declare good dividend this quarter... |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD Jun 3, 2020 12:55 PM | Report Abuse Oversold due to panic selling...Not over yet for glove... |
|
| Stock: [SUPERMX]: SUPERMAX CORP BHD Jun 3, 2020 12:54 PM | Report Abuse Obviously today is oversold due to panic selling. Managed to grab some at average price abt RM 6.5 this morning. |
|
| Stock: [JAKS]: JAKS RESOURCES BHD Jun 1, 2020 1:02 PM | Report Abuse Hi Philip, my humble view is at today price of about 87 sen is a good bargain if you subscribe for 40 sen right with free warrant as power plant is expected COD by Oct 2020, with synchronization expected in June/July 2020. 2018 is warrant right issue. Asking for 40 sen every 2 shares held is not excessive as power plant is big project. MFCB did the right issue also previously.
Retail investors already bought the shares earlier should not sell out of panic at this price of 87 sen but should subscribe for right issue with warrant. |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD May 27, 2020 10:32 PM | Report Abuse Look like uncle has a lot of shares not sold yet and he is panic now. The Leong Hup Director Lau should not keep selling the company as this is not good sign for the company. He so desperate for money? |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD May 27, 2020 9:58 PM | Report Abuse Uncle also panic quickly come out an article. Is risky now to chase high... |
|
| Blog: How to sell Gloves Stocks - or buy what comes out in newspapers 2 years from now May 26, 2020 6:52 PM | Report Abuse Thank you Philip for your view. You are certainly a great investor. |
|
| Blog: How to sell Gloves Stocks - or buy what comes out in newspapers 2 years from now May 26, 2020 11:52 AM | Report Abuse Glove companies earnings are correlated with demand of gloves. Demand of gloves are tied with Covid 19 which is highly infectious. As long as vaccine is not available(likely to be available only 2021, maybe 50% change only per Oxford Univeristy research team). I feel is a bit too early to sell. I will peak, but no body know when. I hope there is vaccine for cancers such that there will be less people suffer...
Just some thoughts |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD May 25, 2020 10:10 AM | Report Abuse For thoughts only. In investments, one must exercise judgement based on knowledge and experience and do a lot of homework. There is a lot of positive and negative views in i3.
------------------------------------------
Lee Kok Wee Jack Khan Before i go sleep
https://www.msn.com/en-my/health/medical/10-myths-about-the-coronaviru...=1
risk of no vaccine until next year is very high even higher than risk of investing in supermax now!
The risk of having vaccine by Dec 2020 - have no effect on supermax earning as they already have order for 1 year assuming by April 2021!
So if you hoping of vaccine soon and refuse to invest in supermax then you are taking bigger risk than most of us here that taking some risk to invest in supermax!
It is up to you all to calculate the PE however we don't know what will happen next day or next month! We only can control our risk ! Even if you are not investing you are also taking risk!
24/05/2020 9:34 PM
Sincerely , i really hope vaccine can come out soonest possible so that my business can resume as normal . But in reality , it is still a long way to go . I studied many expert commented that vaccine tested on human take very long time because need to monitor minimum 6 months to 1 year (or even longer time) to make sure no harmness to human body later stage .
During this period (global recession) , where to earn money ? U think other than glove and medic , what other shares can guarantee good return ? O&G ? Short term may be ok but very risk because demand still low .
As u all aware , many company QR out last Friday . Most companies RED .......
Of course share price cannot be always up , sure got investors cash out and price drop a bit then go higher and higher again . I bought when price RM1.50 , every drop will come another bigger up because when drop , all new investors will in . What so worry ?
To me , as long as below TP , i will buy .
Prove to me if i were wrong . |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 24, 2020 2:39 PM | Report Abuse Not all RI is bad. RI for Dayang and Perdana were a good one where investors are making good monies... |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 24, 2020 2:38 PM | Report Abuse Sslee got a very good point here.
--------------------------------
Sslee The RI is for those big funds who have miss the boat to come in now at cheaper cost for them.
If they spend RM1,000 to buy 1,000 unit 6 month down the road their cost is RM 1,200 to own 1,500 unit JAKS plus 500 unit JAKS-WB.
And by that time power plant already COD and start making money for JAKS. |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 24, 2020 10:38 AM | Report Abuse Ion Shirt, why they need to sapu as much Jaks shares as possible in the last 3 weeks?
-----------------------------------------------------------------
IronShirt Ang so rich--meh --got 50mil to buy RI....It is a syndicate loan. They already goreng last 3 weeks to sapu as much Jaks share as possible. |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 23, 2020 11:10 PM | Report Abuse Dear Sslee
Per earlier postings, the schedule for for starting of synchronization was 14 May 2020. If that can be achieved in June, then COD by end Sept or early Oct. Jaks will likely be paid for electricity generated during trial run + synchronization in June 2020. Yes,there are some delays due to Covid 19.
The timing of RI which is in Q4 is interesting where the Unit 1 already COD... |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 23, 2020 4:37 PM | Report Abuse RI usually will more than 5 months to obtain all relevant approvals by bursa, egm, trading of right, admission. By the time, unit one already COD.
-----------------------------------------------------------
JJchan RI fast track also take 2 weeks---Normal 3--4 week for approval. Brochure printing, and shareholders checking & others-----2--3month----Please Note RI was informed quite sometimes
ago----most are just newbie here(just informed yesterday) |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 23, 2020 3:54 PM | Report Abuse Now short selling is banned. Very unlikely it will limit down. It may drop wed open and may rebound fairly quickly. Short term share price is very hard to predict, when most people say it will drop, it may well be the other way. That is why most people lost money in share investments, trying to predict share movements which they hardly get them right.
A lot of people waiting to buy cheap...
---------------------------------------
microhard So, limit down to 40c , so how is our hard-earn money.........sleepless night ... |
|
| Stock: [JAKS]: JAKS RESOURCES BHD May 23, 2020 3:48 PM | Report Abuse Those already bought Jaks because of power plant better subscribe the right n get free warrant. Not all RI are bad. Look at Dayang and Perdana RI, all investors who subscribed for RI made good monies. By the time Jaks mgt get all approval by forth quarter of 2020, unit one already COD, price may increase than drop. When this unexpected RI announced, jaks shares will experience short term volatility. Just don't panic sell to sharks... |
|
| Stock: [PCHEM]: PETRONAS CHEMICALS GROUP BHD May 21, 2020 10:54 PM | Report Abuse Thank you enigmatic ¯\_(ツ)_/¯ . |
|
| Stock: [PCHEM]: PETRONAS CHEMICALS GROUP BHD May 21, 2020 10:37 PM | Report Abuse Dear Philip,
Can you kindly post your article of Pchem which you wrote last year, if i can remember correctly. I saw it about a month ago and i bought some pchemical. I cannot find the article as i am still trying to learn more from good i3 smart investors. Usually i buy shares that i can sleep peacefully and i am grad that i managed to buy pchemcal from RM 5.20 till RM 5.5. |
|
| Stock: [COMFORT]: COMFORT GLOVES BHD May 19, 2020 10:20 PM | Report Abuse Medical specialty gloves are specialised gloves required highest standard. What you get in the market is normal gloves produced by many low costs manufacturer.
Here is what happen to medical gloves which has to be sent by air due to urgent needs by US and Euro, which was out of stock due to Covid 19
https://www.theedgemarkets.com/article/malaysian-state-cargo-carrier-profits-soaring-demand-medical-gloves
-------------------------------------------------------------
calvintaneng COMFORT IS SELLING PURE EXAM & MEDICAL GLOVES FOR FIGHT AGAINST COVID 19
RUBBEREX SELLS TO ALL INCLUDING RUBBER GLOVES FOR CONTRUCTION COMPANIES
DEMAND FOR MEDICAL GLOVE UP DUE TO COVID 19
DEMAND FOR GENERAL GLOVES DROP DUE TO RECESSION
COMFORT UP IS JUST LOGICAL
19/05/2020 4:38 PM |
|
