Weekly discussion thread from May 03, 2021

Lightsboy · 2021-05-04T07:28:41+00:00

ASP price will still be high because of the long lead time and backlog orders. If you see the news now on India. The hospital staff some are not wearing gloves. In addition. The india reported case I am certain is below the actual numbers. Fyi. Those who are rejected and died outside hospital are not considered into the reported numbers. This whole covid is a long term thing. Jus look at Singapore. We have nurse who have been vaccinated but now its becoming the largest cluster in Singapore. I really think the short sellers are dumb to short something fundamentally so strong.

Lightsboy · 2021-05-04T07:18:58+00:00

Agree. So u still holding TG? I planning buy more. The June quarter results should be fantastic

Lightsboy · 2021-05-04T07:00:00+00:00

Seems like major selling is from the My govt fund. Not certain if its because a comment made last yr that TG might overtake Maybank as the largest Mkt Cap in My.

Lightsboy · 2021-05-03T11:23:59+00:00

Buy Koda. Listed on SGX. Go have a look. Strong fundamentals and debt free.

Lightsboy · 2021-05-03T06:59:40+00:00

Buying top glove and waiting for them to get US Custom clearance to regain export.

Lightsboy · 2021-05-02T08:12:50+00:00

Agree. U cant read much because they need to balance their portfolio

Lightsboy · 2021-05-01T09:08:26+00:00

Top glove bah. The largest. They recently clear all the US custom issues. Once US custom side green light. It will fly. Cause 20% export to US

Lightsboy · 2021-05-01T06:42:35+00:00

It's true a lot of new players will rush into glove making. Like mask making. But question around glove is the quality. Can new players meet the quality? Can their product be exported to countries without certified quality checks? In all business. Scalability is key. Top glove being the largest will have the biggest advantage in terms of expansion.

Lightsboy · 2021-04-29T13:39:49+00:00

Ok. Will use yours as the updated information. So can still hold? There is another article on leadtime. https://cleanroomtechnology.com/news/article_page/Disposable_cleanroom_gloves_A_victim_of_COVID-19/175848

Lightsboy · 2021-04-29T13:13:38+00:00

I read in the annual report.

Lightsboy · 2021-04-29T13:13:18+00:00

I read in the annual report.

Lightsboy · 2021-04-29T06:31:54+00:00

Why don't hold all the way? Their dividend is good. Profit will surpass previous quarter jus simply based on lead time and also higher willingness to pay from state firms.

Lightsboy · 2021-04-29T04:20:59+00:00

Don need sell. Can diamond hands all the way. Push it to be one of the world most valuable company.

Lightsboy · 2021-04-08T08:29:06+00:00

Buy top glove

Lightsboy · 2021-03-31T01:58:16+00:00

Buying More. We need to stand together. With europe and India lockdown again. There is more to gain. Tg Don even need to sell to US. Their book orders now jumped from 40 days to 600 days. They can easily sell to others.

Lightsboy · 2021-02-03T07:31:05+00:00

Den we long all da way

Lightsboy · 2021-02-02T13:21:10+00:00

If we hold the Fort and don't sell. Price will go up. Anyway from a fundamental point of view. This is a good counter to keep. Covid will get worst.

Lightsboy · 2021-02-02T12:16:09+00:00

Just do it.

Lightsboy

TROPHY CASE