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 STOCK MARKET DISCUSSION V150

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cofin
post Dec 15 2020, 06:34 PM

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QUOTE(AVFAN @ Dec 15 2020, 06:31 PM)
mercator went up super-duper high, even more than ours.

our 2nd tiers... some already lost >50% from peak.
sure u can hope they fall much more.

but really, if they keep falling and falling, why wud u want to buy any of it? biggrin.gif
*
fundamental good ...why say no to dividend as lower price higher the dividend %

This post has been edited by cofin: Dec 15 2020, 06:34 PM
cofin
post Dec 16 2020, 12:47 PM

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I got a feeling gloves only 1 day show ....coz the market too many retailers

Hopefully i am wrong ....cz i also holding gloves huhuhu
cofin
post Dec 16 2020, 05:30 PM

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QUOTE(andrekua2 @ Dec 16 2020, 05:27 PM)
This is getting boring as fuck... Everyday glove glove glove....
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at least for those that still holding its a good news that people still everyday glove glove …..

if you are holding and no one talk about it then good luck laugh.gif
cofin
post Dec 17 2020, 04:35 PM

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QUOTE(skty @ Dec 17 2020, 04:24 PM)
getting more and more "good" news regarding glove sector.

they are trying to push again or what?  rolleyes.gif
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if i am institution I wont buy/go in now …..if I buy now its like saving the retailers and let them cash out only

I rather wait till retailers commit suicide because of gloves stock

then I come in push it new high and sell back to retailers
cofin
post Dec 18 2020, 04:08 PM

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QUOTE(Rinth @ Dec 18 2020, 04:07 PM)
eh what happen to you spx????
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i think share buy back ......lose face leh monday went in KLCI and world index soon yet the stock price red

If i am bosses i sbb macam TG
cofin
post Dec 30 2020, 06:01 PM

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QUOTE(zstan @ Dec 30 2020, 05:58 PM)
That supermax show.. Damn. Anybody snagged at 5.9?!:lol:
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I hope it goes lower tomorrow
cofin
post Jan 6 2021, 12:23 PM

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But TG boss say buyback is worth as it gives a return of 14.9% dividend

What other investment can "guarantee" you a return of 14.9%

This sound like skim cepat kaya promising its investors

This post has been edited by cofin: Jan 6 2021, 12:24 PM
cofin
post Jan 6 2021, 12:47 PM

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QUOTE(Boon3 @ Jan 6 2021, 12:38 PM)
Huh? Huh? what 14.9% is he talking about? How he get such number?
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user posted image

Skim cepat kaya ala Topglove Bhd

This post has been edited by cofin: Jan 6 2021, 12:48 PM
cofin
post Jan 6 2021, 01:36 PM

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QUOTE(skty @ Jan 6 2021, 01:30 PM)
thanks.

the update on delivery time is useful.

but lack some update on the CBP and HK listing.

the SBB saved the company some dividend payout, which is good.

but the main thing for SBB is when is the HK listing. I anticipate earliest on April 2021.

CBP maybe can resolve by this month.
*
HK listing middle of the year ....still working with lawyers

CBP ....still cannot solve but will spend 100m to improve the worker living place

No other country ban topglove only CBP
cofin
post Jan 6 2021, 03:02 PM

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QUOTE(skty @ Jan 6 2021, 02:38 PM)
Thanks.

Are those info released in the AGM?
*
yes from AGM

and also mention recent MCO lockdown on the factory only affect 4% of their profit

This post has been edited by cofin: Jan 6 2021, 03:03 PM
cofin
post Jan 7 2021, 12:37 PM

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QUOTE(Rinth @ Jan 7 2021, 12:35 PM)
over 150mil shares shorted for TG in total.

BUt price slowly climb up back to RM 6.10 before RSS started...

Means those do RSS all kena burned?
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if not wrong for RSS they need 5.4 to profit ....slowly burn
cofin
post Jan 7 2021, 04:12 PM

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QUOTE(skty @ Jan 7 2021, 04:06 PM)
hahahaha this session is fun.

have you guys see how the TG short-seller get crushed just now?

their RSS queue just get breakthrough just like that.

guess they don't have much friendlies around.

very fun!  thumbup.gif
*
crazy ...9000lot just being eaten up just like that

soon will give up rss
cofin
post Jan 8 2021, 12:03 PM

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QUOTE(icemanfx @ Jan 8 2021, 11:50 AM)
If retailers don't buy more, price rise is unlikely to sustain.
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MCO will bring them back ......

finally uptrend again
cofin
post Jan 8 2021, 03:26 PM

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QUOTE(Duckies @ Jan 8 2021, 03:22 PM)
Guys, want to ask if oil price is going up what company/counter will benefit? I know there are high, middle and bottom layer for oil company. High is those korek oil one?
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upstream middlestream downstream

hibiscus , valesto,sapura,dayang.... petronm,hengyuan.....

but downstream i think see crackspread ? not oil price right ?


cofin
post Jan 8 2021, 03:43 PM

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Smart money coming in ....
cofin
post Jan 8 2021, 03:55 PM

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QUOTE(Duckies @ Jan 8 2021, 03:47 PM)
Eh need to be 70USD/bbl only gain? I thought only 50USD/bbl?  hmm.gif
I know Hibiscus, Valesto and Petronm is upstream as in korek oil. Hengyuan is doing refinery right? Consider upstream also?

Dayang I think is doing ship maintenance which is middlestream.

So upstream benefits first from increase of oil price?
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we only got one listed upstream ....hibiscus .....others mostly middlestream

Petronas also upstream but not listed

First would benefit upstream as oil got price then petronas only can issue contract to middlestream .....then they only slowly benefit from it
cofin
post Jan 8 2021, 04:06 PM

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QUOTE(prophetjul @ Jan 8 2021, 04:02 PM)
Sapura Energy- Rojak has also Upstream. Koyak stock with one of the highest paid CEO in KLSE!  laugh.gif
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haha this stock legend ...super diluted

but every 1 cent it up 10% increase in gainers %
cofin
post Jan 12 2021, 03:05 PM

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QUOTE(ry8128 @ Jan 12 2021, 02:57 PM)
Harta top performer for gloves today as of now. smile.gif
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shareholders buying back
cofin
post Jan 15 2021, 11:48 AM

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QUOTE(Duckies @ Jan 15 2021, 11:47 AM)
Let me ask you guys this question. If market really collapse, what sector of stocks do you think you will go all in and hold until it recovers?
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Monopoly industry .....

Anyhow also wont bankrupt
cofin
post Jan 15 2021, 05:52 PM

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Soon no need sell gloves to oversea ...with covid cases topping out new high daily in Malaysia maybe our gloves also no enough for local consumption

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