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Jack Jeeper you really think so ? From highest to now, Dpharma drop more than supermax and TG. Perhaps you should buy a calculator before you do your statement.
when topglove supermax drop to hell, this chee diam diam, also using her many fake accounts to spam report to silence me, I'm impressed as to how low a person can go
jack chill, we are just sharing what we heard, not buy sell call.... gloves are overvalue as well but not as much, cos their revenue are very good, especially for the next QR... dpharma is good company as well but current price is based on the time when they finally can start packing the vaccine
Yes but glove profit margins wont sustain longer, and they only produce gloves, their only source of income already affected. At least Dpharma has other sources of income ie gomen, private, vaccine which is highly likely given to them
yup jack, i am sure dpharma will sky rocket in the future when they received the project, so now it's normal for ppl to think it's overvalue if only based on their current revenue
just this week 3 companies joined gloves making bandwagon, it will become like face mask where RM 100 drop to RM 6.50, but it's up to you, you think TG can TP RM 12x then grats you can grab more cheap tickets today
Why u guys arguing so much on uncertainty? Pharmacist drop because of adjustment shaking off contra and goreng ppl. Gloves drop because of dropping in market share due to growth of gloves market share of other countries.
Tg is definitely hard to move double digit this year since increase of production would only happen next year. Same as pharmacist, vaccine would only available in Malaysia next year. Both counter are in same line, 本是同根生相煎何太急。
Alan, let's be realistic, rubber dont only exist in Malaysia, nor does the gloves machine, anybody with money can operate a gloves business, this week alone, 3 companies to invest into gloves making, 1 is Vizione, taking over and existing rubber gloves plant.
point is, coming future, big 4 market shares will be split and shared with many other competitors including overseas, it wont be as lucrative as these past few months anymore when their dormant machines are depreciating away due to supply > demand
I can foresee malaysia rubber gloves market share will drop starting this year dy, now wait for some researchers to do research and chart out pie, then people eyes will be wide open
And for those MOU vaccine companies, no way MOH will allow them to handle because they are not medical industry and not GLC, if vaccine given to these private companies, they can control the prices thereby making it a luxury item, not everyone can afford, who will face backlash in the end while people still get infected and probably die?
Everything is possible haha, depend on how you think about all these single information into an image. Btw as a reminder, the production cost to make a glove in Malaysia is higher as compared to Thailand, China these kind of countries. But Malaysian glove quality tiptop. Reducing in cases in first world countries might be something you have to put into consideration.
Kemungkinan timbul masalah kelebihan stok di pasaran menyebabkan harga sarung tangan menjunam jika banyak syarikat mengeluarkan benda yang sama . Itupun vaksin perlu disegerakan .
Split?hehehehe. When other company entry, those big 4 doenst expanding their production line is it? Bro, u only see bad news and ignore good one? I see both and think the good coukd overcome bad one
Clement, I also dunno where this Ying crawled out from, everyday come shoot and then trying to harass me wan, haha not professional at all, now asked to provide data, diam oledi
Read carefully, the article mentioned 'glove industry'. Previous H1N1 period, the disease is expected not spreading worldwide. Now Covid19 is global issue expected to be suffered in long term. Big group like Petronas even small firm like never heard before joined in sharing the cake. Yup, the cake is still delicious but sharer increases.
You may ask how long they need to set up their factory and when will their profit from so. In short term, nope. In a longer term, let's the time tells.
Yes, theres new entry~ those big glove company didn't expanding their production line~ previously ,when h1n1 also have many company entry glove industries, but where are they now
H1N1 is just flu, flu is like season. Covid19 is the disease spread globally which expected suffering for years. During the flu, glove demand increased like few months. Covid19 is disease take many many years to recovered. For example, you wouldn't buy an oven to just bake and sell few cake in the specific season. But you will buy a bakery shop if you are able to sell thousand of cake to the market.
Those are uncertainty. If you confident with the counter you holding the tickets then buy more before it's too late. Congrats if you win banglo or uncountable money. There are no point to shout here shout there like pasar malam...
if u bought gloves low before, then yes continue hold and enjoy to see hw the company expand or whatever, BUT gloves current price with such high PE enter now is all gambling and betting, betting coming result good, speculating coming result fantastic, but can u guarantee the result? in case result doesn't meet expectation, u bought low u can still exit with win, what about those enter high? guess who is retard black heart wanna ppl stay high floor here.
Do you think there is no policy in EPF how many minimum share should they hold for investing? How come you can have an idea EPF will sell until 0% haha. If you study finance, there is something call 'portfolio' in investment plan haha. Do you think EPF is short term player like those big shark in other goreng counter? EPF might do have first sources news before we know it online. EPF have the advantage to do long term goreng with all of us.
Alan, some people think differently, they are "special", they will twist and turn like how politicians nowadays. Suddenly my name was used for dumb reasons haha
Jack，you are right, there are special in their own way LOL... In their mind, they think positive means limit up, negative means limit down LOL. I rather wish the counter rise bit by bit than fly sky. Fly high means big shark swim in.
looks like market bubble is popping soon, going back to 14xx, glove counters will drag KLCI further down due to their heavy weight, just buy whatever good stocks and keep in fridge