Kenanga paints a gloomy picture for the glove industry; don't follow their recommendation, by the time they give a buy call, the price would have been up by 30%!

Supermax is the only Malaysian glove company that has a factory in the US. In the event of the US levying a tariff on the Malaysian gloves, Supermax will be the star of the local glove industry. You will never know; if they can raise the tariff for the China gloves, they can do the same to Malaysia in the future.

90sen is dirt cheap; there's only direction for the price movement -- upwards!

This is the cheapest glove stock now; at the height of COVID, Supermax was higher than Kossan- slightly over RM10

Does anyone know what's up with Tunepro? Someone keeps collecting the shares

1Q24 results out: 12.69sen per share. This is a fairly good performance

Hypothetically, Manulife is worth RM6.9 if there's an offer to take over the company: 1.2 x nta = 6.9

With 2.7 billion shares, Supermax has a cash reserve of close to RM2 billion; while top glove, with 8+ billion shares, has only a few hundred million cash reserve. Over longer term, all counters will reflect their intrinsic values

Don't bother too much about the lower current price of Supermax; the glove tide is coming in, all boats will float! Top glove moves higher because KWAP is buying and people are following, not necessarily it's a better stock.

I think the best is yet to come; with nta of 5.79, there's still plenty of upside!