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Come from V46: http://forum.lowyat.net/topic/1261551/+2520

This post has been edited by VyvernS: Jan 8 2010, 02:59 PM

On retrospect, one of the main reasons that prompted me to jump into Mudajaya and Sapura Crest was the on-hand projects they had and how much these projects would contribute to long term growth.

The winning of newer projects boosted their share price. I remembered clearly Mudajaya share price appreciation started with them winning a contract to build a hospital, if i am not mistaken.

Tell me where you buy BIG or SMALL, and i will buy stock in the relevant company

You know what....When Latexx first featured on my list, it was due to the Eye On Stock column in StarBiz on Saturday. The price back then was 0.8x and the following week, it cheong to 1.1x. Taiping co. i think...

Anyhow, there still is upside to glove counters as explained by the CIMB report (not sure if their Proprietary Trading is taking advantage), as long as population increases, people visit lots of doctors, people use protection, rubber glove, H1N1, surgery, and higher standards of living, dirty poor countries (still have to use glove), then gloves are in demand.

The downside is, we do not know whether this increasing capacity will one day lead to overcapacity and thus a global oversupply of gloves, driving prices down, and companies having to shut down. For the near future, gloves are good. No doubt about that.

RM3.3x? IMHO, still got opportunity for further increase. Though, this is not a buy call, only my HO. Please do necessary research.

If sleep, then the CI cannot go up already. Tanjong, PBBank, KLK all up the last few days.

Ya....In the last 2 minutes Superman it is going up and up

Correction....Hahaha...This is flying amok!

I am still thinking of attacking the glove market....I was hoping the rubbers wouldn't fly again till after the weekend.

But no problem, I believe lots of upside and potential for this sector, so after the weekend (when i will digest different reports) i will know whether i wanna buy into Adventa, Supermax or Hartalega.

TG just too expensive for me now...

Okies...Monday....first thing is to put BUY order for Supermax... Den let the boat set sail...

That is also a concern on my part, hence the weekend research...Kakakaka....Only buy if you are comfortable...

Notice a lot of mention on Harta, Latexx, Supermax, TopGlove....Anyone considered Adventa?

That's the top pick offered by CIMB, but i screened through 3 magazines, Malaysian Business, Personal Money and one more (Smart Investor, I think) and also highly recommend Adventa.

I am currently eyeing this counter though. Price appreciated like others in the sector last week, but if the growth expectation can materialize in 2010 for rubber sector, there's still a lot of opportunities for this and the other counters..

Fast......very fast....up 16sen in 5 min.

Jump into Adventa @ 3.84......Quite high, but have faith in more upward swing for this counter.

Revise TP lor...

Errrmm...I thought of buying glove counter since 4 Jan until today..... The price for Adventa appreciate from 3.15 to where it is today....About 20%, but study the reports, there is still upside.

Yes, I think there will come a time gloves will overflood market, but just be on the look out. Jangan long term holding, buy then don't look until your long term is up lah. The over supply will not be so soon as every company still ramping production, reporting healthy profits and still going into JV.

@ jasontoh: U spoil sport.....

Anyway, that is an interesting thought though....Glove windfall tax...

I do not think govt. will do it.

1. Rubber commodities encouraged by government since it will help rubber tappers in the country.
2. I think some of the companies are SME (small-medium enterprises) Yes, share price high, still SME.
3. Don't want risking gloves becoming expensive as the companies pass the cost to the people.

Just some thought.

Thanks! Same thoughts here....I did not sai lang all into today's purchase. Expecting opportunity to average my price.

I just realized that trading volume on Supermax, Harta and Adventa on the decline from Tuesdays giant rally... Just be patient.

T+3...Those buying on last Wednesday have to settle today

Oh did CI suddenly jump to to +3 points?
Hmm...Any guesses if we will make 1300 on HSI good performance so far?

I noticed a few moments ago, my screen from FBM30 was generally yellow and red...Suddenly it is more green and yellow...

This post has been edited by VyvernS: Jan 11 2010, 11:22 AM