Okay let me change my question. Those still holding gloves, how long you guys going to keep holding? At what price are you going to sell

What value is overvalued in your opinion?

Good to know. I'm assuming 12 is for TG?

Hahaha mana company bro? 1.4 billion PAT abit hard to break, 1.2 highly possible

first, give yourself the answer - what is the healthcare sector's average PE?

Bro wtf? Are you talking alien language? Hahaha

Bro.. stop trying to be showy showy about your TA jargons la..

make you look stupid   

Macquarie. They manipulated the price down so they can collect back their expiring warrants

Ya, its damn bloody stupid. They give such a big range (few years), and simply pluck a value and put it as TP, lmao. Whoever didnt read the whole report will think its gonna me 5.4 soon.

burned a few time lesson learnt... but sometimes hand still itchy haha almost have the urge to go in just now but stopped myself

Somebody mentioned Tan Sri Lim got announcement today? any source?

you bought at 25, what's your TP back then? you gonna be clear with that so you know when to take profit.

my strong believe is TG is going to be the biggest market cap in Bursa during this pandemic. And based on that calculation, it also gives me a TP already. You can disagree or have different TP. No right or wrong.

By looking at spmx latest NP is matched with my forecast, I have more confidence TG NP is also gonna matched my forecast expectation NP instead of my forecast of minimum NP.

I have yet to revise my TP as I am waiting for TG latest QR for some figure confirmation so I can have a better forecast for beyond Sept.

2021 Q1 quarter PAT should challenge Maybank annual PAT. use 1 quarter PAT to beat Maybank's 1 year PAT. push that tiger down to 2nd place. 

2021 QR Q1 or Q2 PAT 2bil, one quarter earn Maybank's four quarters. Show them who is the boss. 

Fuh. How the mood in this thread has swung from fear to FOMO within 24 hours.

Time for me to sell my glove stocks next week. 😀

Takeaway of the Dato Lim  live interview:-
-Indicate that next Thurs market cap will likely exceed Public & Maybank
-Be patience, results will be good.
-on competition, gloves is competitive as it is global biz. There r 250 factories globally, but left 20% only.
-New entrant to market is natural, but whether they can sustain after 3 years is another question.
-Waiting period .. nitrile 620 days
-emphasising on automation and digitalization in production. TG has 6 R&D centres, with 750 staff, of which 300+ are engineer. 30+ r PHD
-gloves generally up 10% to 15%, but now at 50% during pandemic
-now is 5 cycles in history, but cycle is different
-aim to list in HK next year
-aim to break into Fortune 500 companies after Petronas ( but not mentioned which yr)
-he is now 60 yrs old, want to live till 120 yrs old
- he considers all his 20k staff as his children. Whoever better will lead, not necessary his sons

Battle angin next week
Long live my mates

Still feel the quarter is dissapointing but then tg founder rarely give false statement one.

So this quarter PAT gonna be 1.2b - 1.5b already ? Wow man

cannot invest like that lo...

go into the business... calculate from the ground up...

how many annual gloves capacity... now easy to calculate because demand = 100% sold out

know the cost price, calculate the ASP, estimate the increase every month...

you get it... 1 bil PAT... sap sap sui...

since its so near to the QR date already, just want to disclose my estimated earning for TG is 1.1bil minimum to 1.4bil maximum.

Just to requote back a very very good piece of advice here for everyone to learn. Hope u guys can learn from this quote and apply it to current scenario. U wont be able to find such good advise outside so easily.

Thanks skty for this.