All Comments on TOPGLOV Reload

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Lim Lim
1 Like · Reply
中国外交部发言人刚才宣布马来西亚正式加入金砖国家,后天不敢想象会不会暴跌
Meng Wong
应该会很多人去买 supermx
1 Like · 12 hours · translate
ting pang eng
6 Like · Reply
Top Glove FY25Q1 result (RHB’s take)

• FY25Q1 core net loss of RM21.9 mln was wider than RHB’s expected core net loss of RM5 mln largely due to timing mismatch between cost and average selling price (“ASP”). Realized ASP fell 2% QoQ to US$19.3 whereas sales volume spiked by 16% QoQ (+104% YoY) to 10.4 bln pieces mainly driven by strong growth in the US. Raw material prices were mixed, with natural latex at +4% QoQ offset by a 3% QoQ decline in nitrile butadiene rubber (“NBR”) prices. Plant utilization rate improved 7 percentage points QoQ to 66%, which resulted in the core net loss narrowing
• Top Glove undertook a price adjustment towards the latter part of FY25Q1 as it will begin passing on the effect of the weakening US$ to customers. The effect of ASP increase (US$1 – US$2) particularly in the US market, will be more pronounced in FY25Q2 due to the time lag effect. The pricing structure of the 5-yr senior Sukuk Wakalah will be concluded by January 2025. Correspondingly, Top Glove will utilize RM800 mln (out of RM3 bln of the Sukuk) together with RM380 mln internal cash to fund the redemption of the perpetual Sukuk (which is set to expire by February 2025)
• RHB is of the view that the global trade reshuffling has already taken place, with the latest shipment from China to US expected to conclude by mid-November 2024 (given the required shipping period before the US import tariff kicks-in). While RHB maintains its overall demand growth assumptions in CY25 (+10%), RHB expects sales volume to taper off in CY25Q1 as RHB believes there was evidence of potential frontloading orders from US customers in CY24Q4. RHB thinks Malaysia will not be able to reap the full advantage of the import tariff imposed on China’s manufacturers as efforts to raise prices beyond US$24 remain challenging given the pushback from US customers. Meanwhile, future price adjustment merely reflected the effect of the weakening US$ that incurred in the previous quarter rather than taking advantage from higher tariff. This in turn may lead to ASP-cost spread disparity persisting (currently versus pre-Covid-19), which may prolong the sector’s earnings recovery
• Post result, RHB lowered its FY25 – FY27 earnings estimates to -RM13 mln, RM35 mln and RM199 mln (from -RM5 mln, RM44 mln and RM264 mln) after RHB incorporated higher raw material prices and housekeeping for other operating metrics
• RHB downgraded Top Glove to Sell with lower TP of RM1.10 (from RM1.28) as its core net loss of RM21.9 mln in FY25Q1 was below RHB and consensus’ expectations due to mismatch between cost and ASP while valuation is running ahead of earnings
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sun Sun
yes, better run first
wait for below 1.0 only think about this
1 Like · 1 day · translate
Bob Ken
I don't think it will go below RM1 again ...unless Andy Hall comes cari pasal
1 Like · 19 hours · translate
yongchoon ang
8 Like · Reply
sunsun 拜托你这个明灯别一直喊跌了,我是长期投资的,我也想收便宜票,你一直喊跌股票就一直涨。。。。。你试试喊涨看看
yongchoon ang
可能他心里变态,手上拿着100粒0.96的票,然后希望他跌到0.90,股票一直涨,他一直喊跌。。。
2 Like · 20 hours · translate
Moon Flower
它的心智真的很有问题,可以完全忽视自己 post 过的贴,不断试图替自己圆谎,结果完全丧失了信用还不自知,可悲
1 Like · 19 hours · translate
sun Sun
1 Like · Reply
早上是非常硬,下午就软了,哈哈
明天估计也是红红。。
Aliff Fahmi
2 Like · Reply
no more power..below 1.20 soon
leong chai tan
Haha, mana ada 1.20 soon, 0.90 soon , u selalu ckp ….!
3 Like · 1 day · translate
sun Sun
1.0 soon by this week...
1 Like · 1 day · translate
Vladimir
2 Like · Reply
PE 8000+???
Wong Yew Fai
5 Like · Reply
明年是木蛇年,大旺手套股和Ai 股,因為手套是用橡膠木的原料做的,還有離火是旺關係到Ai的產品,屬於水行業的會受影響,包括運輸,貨運,因為戰爭,很多東西因為運輸問題都會起價,包括油都會起,人們會更廣泛的使用電動車,包括食物和全部用品都會起價,水和火相克相戰,因為離火運離婚的人會增加,因為女性會開始強大起來,男生不能接受就會鬧矛盾和離婚,為一可以解決水和火相克就是包容,水火相融才能化解一切劫難和矛盾,雙方要互相理解...九宮飛星,東南方屬於馬來西亞的方向...偏財星在東南方向是大旺馬來西亞....木生火,手套必定大好,但是火生土,土會很旺,土生一切萬物,南北極的冰已經溶解到病毒傳出來,會爆發細菌?,以前埋在南北極的土層裡面的潘多拉魔盒的細菌會重新復活,此細菌會很強,科學家用高科技複製此病毒散開來傳染...此病毒是炭疽病也是黑死病,會合成Covid通過空氣,水源和動物傳染...過後通過人類命運共同體...這個病毒是沒有疫苗可以解開的...過後2025是離火運的第二年開始看到苗頭,那些銀行和商家還不快點轉型辦離線銀行或者虛擬銀行的話就很快淘汰,因為火會克金。所有的金融商品都要轉型去虛擬合成Coin來投資和使用,如果火煉金成功的話,Bitcoin裡面包括所有的coin會升很快,包括轉型的Ai虛擬銀行...通過虛擬銀行使用虛擬貨幣做交易....因為此是沒有人敢動有病毒的紙幣和硬幣...
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Kim Hock Goh
你才是day trader. 看你的知识,应该又是另一个投机者. 要小心呀..
1 Like · 2 days · translate
宝总
九紫离火运你都不知道买什么?还手套股 笑死了
1 Like · 2 days · translate
Afiffuddin Abdul Aziz
3 Like · Reply
2025 is a good year
Afiffuddin Abdul Aziz
Hello fwen? bursa healthcare had breakout
1 Like · 6 days · translate
Afiffuddin Abdul Aziz
There will be a spook in price next week!. Pain or gain ! U decide!!! Layout is provided
1 Like · 2 days · translate
Teoh Hwa
9 Like · Reply
Harta fly most kossan 2nd topglov picking up
Teoh Hwa
还在趋势线上,爆发流感,哈哈哈joker没办法你没有就一直酸酸,好可怜呢,我们1.0x就一直这里部署洛,你没有也没办法,我们赚着了反正
1 Like · 2 days · translate
Teoh Hwa
Jcy又上,topglov又青,加油啊小丑哈哈哈
1 Like · 2 days · translate
Rabinder Singh
1 Like · Reply
Something special maybe?