After foreign and institution finish their dumping which seems to happen around 10am, 11am and 4pm.

I tot u asked about 600 days backlog for TG now.

March, it was 120 days.

June, it was 400 days.

Info is there if u search.

There is spot capacity if u wanna jump Q... pay more.

Yeah.... its seems like things have slowed down.... and now in red..... selling my Kossan and Harta, put all in Supermax.

Have you read what I wrote...? I did say out of 36m, 15m is one-off disposal so the core profit is RM21m. Which is very respectable given its market cap, giving them a 20x annualised P/E. TG is much more expensive currently at 50x annualised P/E. 2.5x more expensive.

If you can buy TG at 50x P/E, you can buy Carepls at 20x P/E, provided Carepls can continue to at least maintain their core profit of RM21m. RM25m will be good news. Anything more than RM30m is very good.

It is difficult to value every stock because nobody can forecast the future.

You are right smaller one will have disadvantage. Hence the big price difference of 2.5x at current valuation.

Topped up Supermax and Careplus...according to their last QRs, I feel these 2 are the most undervalued. And in my mind, there's no way they will make less next QR than the last.

i am wondering the Split + Bonus actually is a good thing or bad thing? bonus share = bring down the share value. split also bring down the share price. A chance for sharks to dispose share? The Kossan/Harta still not much Red today.

Good morning folks.

Topped up Comfort this morning. The share is not moving much in spite of its beautiful QR yesterday.

Looks like it cannot buck the trend of the glove stocks which moved south after their beautiful QRs were released.

rebound petang incominggggg

got open the papers today or not
https://www.theedgemarkets.com/article/prop...ng-eight-stocks

did u read properly or not? didn't see any glove counters included.



edit: again, total volume dont lie

Of course. What's next to argue?

Glove counters are actively traded so queue standing drop out frequently.

In the end, the total volume speaks for itself.

Not the first time supply glut / demand shock in O&G definitely won't be the last.

Not the first time margin compression in glove counter and definitely won't be the last.

But aiya nevermind, old investor will know. Especially those that have invested across the glove sector into the likes of supermax. TG will always be the standout performer. But the sector is always boom/bust due to the raw material and output volume interactions.

Gloves are semi-cyclical, every pandemic, share price spike. This spike this year was nothing like before because covid is nothing like before

Today closing will know how is sentiments for glove. Whether to keep, add or cut loss.

Fubdamentally nothing has change for those co. Its all sentiments now playing with the prices.

I'm sure something is up that we don't know.

The big shares can't be just dropping that much daily.