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PHInsider63 Veteran	29-Mar-2022 18:23        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ifasf is in a fast growth sector, at least perceived by investors Top glove on the other hand is in a fast to die sector, at least perceived by me and analaysts from cimb, Maybank and Kay Hian. At price 0.40. Fundamental will only change if company makes more money and burn less cash but will it? Also will market give higher PE to a fast-to-die sector when who cares about Ppe now? My apologies. I may not reply anymore to this thread because I do not want to resurrect this thread when the tempo is certainly not Ppe. You decide for yourself. Because it s your money. I may be wrong Ovywind      ( Date: 29-Mar-2022 18:02) Posted: make sense  what to do now  if price goes to 0.4 will fundamental change of company ? see ifast does it apply the rule ?   PHInsider63      ( Date: 29-Mar-2022 13:03) Posted: This thread is tenacious. Always pop up. Allow me to explain the target price valuation method. The PE TTM is at about 30 times. This sector does not command such insane Pe, that s why it has to correct to less than 10 but it will pivot the price to $0.20 which is tough to swallow. So, We have to look at the book value to re value it. With book value at RM0.90 or SGD 0.30, that s why houses have it that range This also explains why DBS threw in towel for Medtec because forwarding speaking, PE model is Irrelevant. This will be book value minus model. TOP Glove dirge sung. The tune is already long in the air but inaudible to some though. So the price is between SGD 0.30 to 0.40. Artificially supported and poised to have a big correction.
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Ovywind Veteran	29-Mar-2022 18:02        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	make sense  what to do now  if price goes to 0.4 will fundamental change of company ? see ifast does it apply the rule ?   PHInsider63      ( Date: 29-Mar-2022 13:03) Posted: This thread is tenacious. Always pop up. Allow me to explain the target price valuation method. The PE TTM is at about 30 times. This sector does not command such insane Pe, that s why it has to correct to less than 10 but it will pivot the price to $0.20 which is tough to swallow. So, We have to look at the book value to re value it. With book value at RM0.90 or SGD 0.30, that s why houses have it that range This also explains why DBS threw in towel for Medtec because forwarding speaking, PE model is Irrelevant. This will be book value minus model. TOP Glove dirge sung. The tune is already long in the air but inaudible to some though. So the price is between SGD 0.30 to 0.40. Artificially supported and poised to have a big correction.
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PHInsider63 Veteran	29-Mar-2022 13:03        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This thread is tenacious. Always pop up. Allow me to explain the target price valuation method. The PE TTM is at about 30 times. This sector does not command such insane Pe, that s why it has to correct to less than 10 but it will pivot the price to $0.20 which is tough to swallow. So, We have to look at the book value to re value it. With book value at RM0.90 or SGD 0.30, that s why houses have it that range This also explains why DBS threw in towel for Medtec because forwarding speaking, PE model is Irrelevant. This will be book value minus model. TOP Glove dirge sung. The tune is already long in the air but inaudible to some though. So the price is between SGD 0.30 to 0.40. Artificially supported and poised to have a big correction.
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marco69 Senior	29-Mar-2022 12:50        marco69 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently the status of healthcare glove producers are at where they are as the BB before predicted. Rapid drop of ASP from the peak. Looking forward ahead as countries attitude towards the covid-19, gloves demand anticipate will drop. If look at just Top Glove, their management doesn't really give shareholders much confidence. Fast burn of cash and get into ban from US during last year speak volume of their decision making. IMHO, with couple of choices in SGX of same industry, there are better options to put the money. Anyway I think the price already at their bottom, those want to hold can hope for the best from here. Only thing to becareful is they annouce any fund raising activities as the cash burn in a abnormal pace.
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Ovywind Veteran	29-Mar-2022 12:30        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	bery true bro  i am wounded badly too  still alive but no chance to excape as below 👇 🏿 analyst mention  its pathetic strategies from poir managment  they killed many hopes now dividents are saviour  final hope  otherwise cut the loss and never use gloves 🧤 in  whole life  bastaxxxx managment... morons  meljohn      ( Date: 29-Mar-2022 11:26) Posted: Waste time stock. Continue drop for the last 1.5 year. Kill all the small fish in the pond.
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meljohn Senior	29-Mar-2022 11:26        meljohn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waste time stock. Continue drop for the last 1.5 year. Kill all the small fish in the pond.
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Ovywind Veteran	29-Mar-2022 09:05        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	Goodmoring and appreciate your heart poured reply  truly i appreciate it  i can agree with you but how to cover my damage whole year i earn like 20 k but lost 40k in this stock  wasted my time and money  and suffer in tension is additional  So does Glove die or ??? PHInsider63      ( Date: 29-Mar-2022 07:55) Posted: I am sorry to read about your plight. The fact is nobody goes against Top glove. No analysts killed Top Glove. I had stated they are a victim of their own success. Over expansion, over confidence (when pandemic was at its peak, (someone on top management said not possible/easy to have competitors), used too much company funds to purchase shares), to name a few. In short, Pride always comes before a fall and the giant has fallen. Damage done. To recap, Cash burns at unbelievable rates, Share price that needs to be immediately corrected to give it a more sober PE amid the endemic mindset and many other factors I stated earlier. These are facts. Do work out your own sums and do own research about their fundamentals now vis-à-vis the other glove companies. Make own judgment call. I always believe rowers rowing against tide should have their sanity checked. Worse, the tide is very strong and with stronger undercurrent, I stay out of this sorry Giant. Again, I am not infallible. Take care. Ovywind      ( Date: 28-Mar-2022 22:33) Posted: i kn they keep killinng TG  now TG will go against this flo
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PHInsider63 Veteran	29-Mar-2022 07:55        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am sorry to read about your plight. The fact is nobody goes against Top glove. No analysts killed Top Glove. I had stated they are a victim of their own success. Over expansion, over confidence (when pandemic was at its peak, (someone on top management said not possible/easy to have competitors), used too much company funds to purchase shares), to name a few. In short, Pride always comes before a fall and the giant has fallen. Damage done. To recap, Cash burns at unbelievable rates, Share price that needs to be immediately corrected to give it a more sober PE amid the endemic mindset and many other factors I stated earlier. These are facts. Do work out your own sums and do own research about their fundamentals now vis-à-vis the other glove companies. Make own judgment call. I always believe rowers rowing against tide should have their sanity checked. Worse, the tide is very strong and with stronger undercurrent, I stay out of this sorry Giant. Again, I am not infallible. Take care. Ovywind      ( Date: 28-Mar-2022 22:33) Posted: i kn they keep killinng TG  now TG will go against this flow PHInsider63      ( Date: 28-Mar-2022 20:18) Posted: https://sginvestors.io/sgx/stock/bva-top-glove/target-pric
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Ovywind Veteran	29-Mar-2022 07:29        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	when is dividents for too glovd ? march is ending  no news ??? Ovywind      ( Date: 29-Mar-2022 06:33) Posted: these analyst change their target based on situations  i dont trust them 0.4 is ok price  i can avg more guys do u kn glove exists before  pandemic also  so do u think they ll die  ??????? Ovywind      ( Date: 28-Mar-2022 22:33) Posted: i kn they keep killinng TG  now TG will go against this flo
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Ovywind Veteran	29-Mar-2022 06:33        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	these analyst change their target based on situations  i dont trust them 0.4 is ok price  i can avg more guys do u kn glove exists before  pandemic also  so do u think they ll die  ??????? Ovywind      ( Date: 28-Mar-2022 22:33) Posted: i kn they keep killinng TG  now TG will go against this flow PHInsider63      ( Date: 28-Mar-2022 20:18) Posted: https://sginvestors.io/sgx/stock/bva-top-glove/target-pric
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Ovywind Veteran	28-Mar-2022 22:33        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	i kn they keep killinng TG  now TG will go against this flow PHInsider63      ( Date: 28-Mar-2022 20:18) Posted: https://sginvestors.io/sgx/stock/bva-top-glove/target-price Ovywind      ( Date: 28-Mar-2022 19:49) Posted: rubishhhhh .6 is kind of consolidation level  this is bottom so what worst can be this  i can see gloves stock moving from hrre  0.8 is tp by may
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PHInsider63 Veteran	28-Mar-2022 20:18        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://sginvestors.io/sgx/stock/bva-top-glove/target-price Ovywind      ( Date: 28-Mar-2022 19:49) Posted: rubishhhhh .6 is kind of consolidation level  this is bottom so what worst can be this  i can see gloves stock moving from hrre  0.8 is tp by may  PHInsider63      ( Date: 28-Mar-2022 10:36) Posted: Latest TP: CIMB $0.42 Maybank $0.30 UOBKH $0.49 DBS Unrated (expected to give up on Ppe like Medtec) Time to correct to 4 series and below.
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ysh2006 Supreme	28-Mar-2022 19:55        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	EPF just buy 1 M shares.....fast hand fast leg... des_khor      ( Date: 23-Mar-2022 13:49) Posted: Time to buy when small investors started to panic , hopeless and fear ?
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Ovywind Veteran	28-Mar-2022 19:49        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	rubishhhhh .6 is kind of consolidation level  this is bottom so what worst can be this  i can see gloves stock moving from hrre  0.8 is tp by may  PHInsider63      ( Date: 28-Mar-2022 10:36) Posted: Latest TP: CIMB $0.42 Maybank $0.30 UOBKH $0.49 DBS Unrated (expected to give up on Ppe like Medtec) Time to correct to 4 series and below.
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PHInsider63 Veteran	28-Mar-2022 10:36        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest TP: CIMB $0.42 Maybank $0.30 UOBKH $0.49 DBS Unrated (expected to give up on Ppe like Medtec) Time to correct to 4 series and below.
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sp@ysj2017 Member	28-Mar-2022 10:26        sp@ysj2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What happened to TG previous Forum? Reply fm ShareJunction or anyone please.
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PHInsider63 Veteran	26-Mar-2022 09:53        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saw this pop up and got the urge to comment. US will dangle more carrots to China by lifting tariffs so that China can start to be less pro Russia. Top glove hitting high utilization in last financial qtr yet it burned cash like nobody business. And Margin was squeezed. With asp continue under pressure with more suppliers coming onboard (not forgetting Medtec is also into glove making in Cambodia soon), even if top glove hits 100% capacity, it will not even be near one third the glory years or not even pre pandemic when suppliers are rarities. Worse, material and overheads are expected to increase amid the surging commodity prices. It will be a case of producing more, lose more zero sum game. From now till next qtr, it seems some collection is going on, but to me it is a case of distribution before the next crash. Nobody cares much about covid now. Spanish flu took 2 years plus to abate though the offspring variant is a milder version of H1N1 or so. Covid last erupted in Jan 2020, more than 2 years ago and the offspring seems a milder version of Omicron and BA2. I may be wrong but stock market is a sentiment field. PpE is yester year story. We are now talking about commodity. Next recession is ominous, imminent and unavoidable. In a recession, the bread and butter issue is not Ppe. My views. Not infallible.
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sweet639 Veteran	25-Mar-2022 21:33        sweet639 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Top slowly climb up from its low of 0.54, its up 10% only, this few days stable at 0.585-0.605, it have room to shoot up, dont worry Ovywind      ( Date: 25-Mar-2022 18:49) Posted: thats only hope i have too  almost stuck my all savings here  TG do someyor give 10% dividey pls  siewmai      ( Date: 25-Mar-2022 18:22) Posted: like what you said hope can really go up to 0.75 at least
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Ovywind Veteran	25-Mar-2022 18:49        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	thats only hope i have too  almost stuck my all savings here  TG do someyor give 10% dividey pls  siewmai      ( Date: 25-Mar-2022 18:22) Posted: like what you said hope can really go up to 0.75 at least . Ovywind      ( Date: 24-Mar-2022 22:04) Posted: worst is done what can be worst than this  Gloves stock were alive even before covid  Half of the world is not vaccinated  usage of gloves brcome normal in many  clinics and punlic places So i am not saying 3 sgd price ll come back  but whoever stuck badly like me need a plan  Avg 2 times ll make my loss 10% which will be cover by dividends  thats only way i can see any elite thoughts ???? i can see gloves will move from here like 0.75 tp in a month
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siewmai Member	25-Mar-2022 18:22        siewmai About Contact  Quote this Post!
x 0   x 0  Alert Admin	like what you said hope can really go up to 0.75 at least . Ovywind      ( Date: 24-Mar-2022 22:04) Posted: worst is done what can be worst than this  Gloves stock were alive even before covid  Half of the world is not vaccinated  usage of gloves brcome normal in many  clinics and punlic places So i am not saying 3 sgd price ll come back  but whoever stuck badly like me need a plan  Avg 2 times ll make my loss 10% which will be cover by dividends  thats only way i can see any elite thoughts ???? i can see gloves will move from here like 0.75 tp in a month  des_khor      ( Date: 23-Mar-2022 13:49) Posted: Time to buy when small investors started to panic , hopeless and fear ?
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