chew's comment on TOPGLOV. All Comments

chew
19 Like · Reply
温馨提醒,SP2u的VIP群组最新报告,给予顶级手套-目标价是7.5。

你们看了报告后,千万不要学医生的“average down”,不然。。。。。
Winnie Yee
既然目标价是7.5, 为什么不可以 average down?
Like · 2 years · translate
chew
目标价,谁都可以吹出来的。

我也可以吹 目标价去到100块。
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James Bond
收5年肯定赚钱,短期的波动根本就是正常的
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chew
james,如果这5年没有发生类似covid事件,5年内 TG 100%不可能回去目前最高峰的价位。

1)靠这5年的organic growth是不可能超越疫情期间的突发性成长。

2)竞争对手越来越多,asp会受到压制。

3)资金不会集中在手套

4)这种手套情绪,10年都不发生一次。这次的情绪应该是马股手套上市以来,第一次出现的超级乐观情绪。

**除非美国或中国的MS太泛滥,不然我找不到理由 5年内,可以回去高峰
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Like · 2 years · translate
Jack Huat
Boss黑特:温馨提醒SP2U顶级手套目标价RM0.05,快要倒闭了!还不快卖?再哭爸就来不及了!
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James Bond
boss 黑特,你根本不了解手套的市场,现在很多人看不好是因为觉得手套之后会过剩,你知道吗在疫情发生之前手欧美已经要开始双手套的政策了,就是每个医生护士都要戴双层手套为了更安全,可是疫情发生后手套太缺货所以才没有实现这个政策,没关系时间会证明一切~
3 Like · 2 years · translate
Soleh Ahmad
就算打价格战,topglov还是有绝对的优势,很多新厂和小厂顶不住就会结业或被收购,到时候销售量就会转回到四大天王
5 Like · 2 years · translate
ricky chin
Tansri已经在agm说了,无惧新业者的加入,因为每年都会发生的事...
1 Like · 2 years · translate
嗨估神
有老板会说对自己公司没信心的话吗?
1 Like · 2 years · translate
chew
james,soleh,ricky

如果是以生意角度,你们的说法是没错。

不过股价是受很多因素影响,我是以股价的角度去看,希望你们明白我想表达的意思
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Like · 2 years · translate
Soleh Ahmad
投资股票是以生意角度去看待,如果你以股价来看,那只是投机。
1 Like · 2 years · translate
Level S
业绩也像wave的corrective action了,还执着
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Anthony 27
lol你们难道不懂以前是很少人做手套的 所以topglove在全世界都很有名... 因为c19, glove 就被goreng到很高了..
然后现在只是有疫苗罢了疫情都还没完全好完, 股价就跌了50%从高峰, 有些更惨好像supermax 跌了60%, rubber 那些也是 60-70%..
再加上现在国外都有很多人在做手套了尤其是中国. 在中国做手套价钱一定是比较便宜的, 如果是便宜过这里, 他们就有competitive advantage, 那讲明了 就是以前是最少都有一半的蛋糕吃因为以前只有四大天王, 现在最多也是吃1/4罢了 甚至更少.
如果更少业绩要怎样创新高?不创新高, 股价能上?

TG 2B的业绩 再加上那么好的dividend 股价都要跌... 正所谓的利好出尽... 没有东西可以在boost回他们上去高峰了的.
Harta 最高20+ 现在股价都要跌破8快了, 还在发梦五年内可以上回去高峰?

是有可能的除非有另外一个pandemic罢了. 要不然是不可能了. Mark my word.
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5 Like · 2 years · translate
Level S
sp2 粉→ So,你怕他不会起啊
1 Like · 2 years · translate
chew
soleh,股价不是“纯”生意角度去看。

看来你不是很明白,我想表达的意思。

不过算了,我要说的已经说了
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1 Like · 2 years · translate
Moon Flower
SP2u 是虾米东东?
1 Like · 2 years · translate
James Bond
you are funny Anthony, 中国的手套是 PVC 不是 NITRILLE , 你要好好找资料做功课,我们国家手套占优势是因为我们有很多橡胶园
4 Like · 2 years · translate
yutaka tong
stupid 2 u is not stupid la. only people who pay class fees to them is stupid
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Steven Tan
stupid 2u最近力推serbak了,手套啊当它没讲过
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Anthony 27
@james 本地的比较2unique的手套的确实harta 可是股价你自己看. 从21跌去8. 你还敢average下来?
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Anthony 27
当中国开始做手套的时候, 你就要小心了. 他们的人才很多, 什么都可以做到比别人好. 你看
Apple-huawei
Amazon-alibaba
Tesla-nio
FB- weibo
Google - baidu
Spotify- tencent 音乐

更何况只是一个手套.... 中国一定会追上来的.
Mark my word.
那个时候你才跑就太迟了 呵可
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1 Like · 2 years · translate
James Bond
够天真, 晶片短缺谁 supply 给中国,还有家私行业,如果你那么看不好就应该去买中国的股,不是在这里浪费时间
2 Like · 2 years · translate
Anthony 27
那你慢慢average吧
1 Like · 2 years · translate
Soleh Ahmad
Anthony说中国制造手套比马来西亚的成本便宜的时候,就知道他无知了,好好学习
9 Like · 2 years · translate
嗨估神
Sp2u 绝招 :想象一下如果。。。,
如果这个哪个。。。, 再如果。。。。, 哪你觉得股票会飞吗?

觉得会的写A,.... 你看全部人都写A...

害死多少人,

不过大绝招是如果股票不上,就会说你们没有用brother法则,kongkam策略。
买卖自负我已经说了。赢玩。
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Like · 2 years · translate
chew
目前来看,SP2U和tyyap的名声已经臭了,

他们只能等待几年,招收几年后的那一批新手,那时候就会天天live招学生,然後割韭菜。
3 Like · 2 years · translate
Carl Chow
Anthony 在教123,ABC
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Anthony 27
lol... 我也是会买topglove的 他有在我的watchlist 只是我会等到接近疫情差不多要好了才进场减低风险..
1 Like · 2 years · translate
Anthony 27
haha 不要那么生气... 那我下次一起push上去吧 haha
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Anthony 27
来 一起hoot9e push haha
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Jack Lim
大家别为了手套股而伤和气,相信的继续相信就好了,看不起的就别投资。。。
几年后大家就会看到结果了,干嘛要投资到那么辛苦呢
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Anthony 27
美国的TG昨天被goreng到起三块.. Mas的TG星期一应该有戏了。可以hoot了!
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Anthony 27
haha... 我是讲长期手套真的很难玩... 现在有这个topic 也许会goreng一轮, goreng 了也是会继续跌的.
相信没?很多人星期一都是玩短期FIFO罢了.. 上了然后跌... 因为每个人都是要抓短期的profit罢了... 只要会买 然后要会在对的时间卖就没问题.. 如果是因为这个topic而买进去for长期的 是很难啦.
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Anthony 27
当有机会我就会买进, 可是我也是会当天卖掉的 我也是fifo罢了... 手套很难hold longterm现在. 还没到底部
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Anthony 27
Hoot9e 这句话几时都可以讲的.. WC 不管什么时候都讲hoot9e
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Anthony 27
你几时要hoot?我们一起push... Push 他上去给一些人跑先 hoot9e
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Anthony 27
Don't angry la bro.... Take a cup of coffee and calm down.. Take care
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Anthony 27
Hoot9e.......
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DDG SamDes
啊哈哈,外资炒家出手了!?!??!?
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Anthony 27
对 我星期一要出手了 小心。
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chew
wow, Anthony 要拉起TG了
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mutl PB
8.200 billions share , us friday traded only 500k shares 0.00006 volume of total shares , want to move the share price ?? and pls study genting ADR price and malaysia Share price , is totally difference story .. .. those trapped ppl called buy want to released share and trap others those believe ?? =
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2 Like · 2 years · translate
chew
PB,

明天开高走低 不是在预料之内吗?

人家要进场就让他们进场,跌下来就。。。
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Like · 2 years · translate
d d
no buy, don't red eye
2 Like · 2 years · translate
mutl PB
lol , it is not red eye , it is based on knowledge and study and find out .. we no buy and sell call you see , we share information only .. it is 8200,000,000 total shares counter .. us traded how much vol on friday .. and how it affect ?? if tomorrow not close green but closed red at malaysian counter , then GG.com .. expect drop further more .. trade wisely .. ADR price cannot use to related to here as trade vol is totally difference like an ant vs an elephant difference .. why many ppl happy?? because they see chance to released their share , minimize loss by creating environment .. if you see genting ADR and compare with us , it totally telling the truth .. good luck ..
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3 Like · 2 years · translate
d d
no matter what happens on Monday. fact is, profit making co. is worth to invest.
better than buying making loss companies.

I understand share market is forward looking, maybe glove not needed in future. this is pandemic, not economic crisis. no prediction is accurate.

even fa/ta have to throw inside longkang. govt just say one word mco, fmco, vaccine. everything changes everyday.
talking based on knowledge and experience? nobody hv experience pandemic and its effect on share market before.
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2 Like · 2 years · translate
mutl PB
if you know price sure drop in 6 months to 2 years , why buy now ?? just because of many cash flow ?? many cash flow , mostly operator wil pull down the price , and sapu many at lowest price possible then delist in share market and do privatization , since they dont need any public fund anymore ..but anyway , its dividend rate is quite ok , if want invest can invest .. buy and sell based on own decision
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d d
repeat, this is pandemic, not economic crisis. nobody knows what will happen tomorrow or future.

market only guess gloves not needed. market only guess AirAsia can fly, casino can open.
fact is NOW gloves still making money, AirAsia still cannot fly, casino still close.
future? who knows...

for me, tglove now fair value. AirAsia, casino, property still making losses. price go up, need money later, rights issue need public fund, dunwant la...
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2 Like · 2 years · translate
Tony Lim
If you understand 8.230 billions share, if sale profit cannot keep up as this year, what will happen.. Then OK la..
1 Like · 2 years · translate
d d
vaccine here, no more pandemic, outrageous analogy:

now must open travel agency, cinema, restaurant and hotel edi. sure good biz in 6 months - 2 years.

all small freshmart can close shop, go mall shopping edi.

foodpand grabfd close shop, all go restaurant eat, nobody tahpau.

whatever rocks your boat. think too much also no good.
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Like · 2 years · translate
Tony Lim
You want buy then buy... Why keep posting unnecessary, what you worry?? ?maybank 11.4billions share rm8. 10, yearly average earning 6 to 7 billions.. , stable net profit.. , top glove 4.72, 8.2 billions total share... Let see how it can maintain this kind of profit in next 1 to 2 years. .. How bout top glove?? If want invest why not maybank?? Or cimb?? If future top glove sale profit everyone knew what will happen?? If cash flow, maybank and cimb have far more cash flow... Not.. You keep on..
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1 Like · 2 years · translate
mutl PB
Tony , great analysis
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d d
Maybank buy edi, cimb buy edi.
anymore good counter recommend?
1 Like · 2 years · translate
Tony Lim
Others counter pls wait after fmco, fmco I not recommend to trade any actually
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d d
@Tony,
wait until after fmco, most counter go up edi. today govt say fmco become mco if cases below covid 4k and below.
should buy now and make profit in 6month-2 years right?
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Tony Lim
Won't, fmco it will be up down up down.. Trade vol super low... Market can be easily be manipulate... If you check these 10 days, most counter price never changed.. Except glove keep dropping..
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Tony Lim
Fmco is the timing for waiting lower entry price... Not timing to chase high.....
1 Like · 2 years · translate
chew
高开走低???????
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adda pang
Tony..這是馬国社会特有的股市乱象呀,想赚快钱的人不会听下去的...我相信约3年後,各位再回头来看讀這TG論壇, 然后看TG價钱就知道了...
2003年沙士病毒肆虐,股市是怎样的?記得?
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chew
又有人住套房了。。。。
1 Like · 2 years · translate
Andy Tan
不明白为什么还会有人去注意睾丸
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