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investor999 Elite	29-Nov-2020 16:30        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dear holders: I see a reversal..with many small inverted hammers. Monday Cheong ah n3wbie      ( Date: 27-Nov-2020 23:02) Posted: With the market sentiment buoyed by vaccine and potentially with more in the pipeline, investors are pricing the recovery of the market arguably at the expense of these glove beneficiaries. Also, market is looking ahead, probably > 4 quarters out as it is already expected that glove manufacturers will continue to ride the macro tailwinds into FY21. Once the rotation takes place, we may see these in favour again as end of the day, strong financial performance will interest investors.
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n3wbie Elite	27-Nov-2020 23:02        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	With the market sentiment buoyed by vaccine and potentially with more in the pipeline, investors are pricing the recovery of the market arguably at the expense of these glove beneficiaries. Also, market is looking ahead, probably > 4 quarters out as it is already expected that glove manufacturers will continue to ride the macro tailwinds into FY21. Once the rotation takes place, we may see these in favour again as end of the day, strong financial performance will interest investors.
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zandlery Supreme	27-Nov-2020 18:10        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Not easy to catch perfect bottom. I guess nobody can be 100% sure on something. If someone say he does, most likely a con... 😂 zandlery      ( Date: 27-Nov-2020 18:08) Posted: Not really. My average price slightly higher. Minimise risk though....... Look like it doing the cha cha thing now. SGPhantom      ( Date: 27-Nov-2020 18:06) Posted: You must be happy to enter at current price then. It has been playing your music 130-140 moving back n forth
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zandlery Supreme	27-Nov-2020 18:08        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Not really. My average price slightly higher. Minimise risk though....... Look like it doing the cha cha thing now. SGPhantom      ( Date: 27-Nov-2020 18:06) Posted: You must be happy to enter at current price then. It has been playing your music 130-140 moving back n forth. zandlery      ( Date: 27-Nov-2020 15:40) Posted: See sign of bottom. If I see a beaten down stock price doing cha cha for a while, I will consider buy from there.
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SGPhantom Master	27-Nov-2020 18:06        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	You must be happy to enter at current price then. It has been playing your music 130-140 moving back n forth. zandlery      ( Date: 27-Nov-2020 15:40) Posted: See sign of bottom. If I see a beaten down stock price doing cha cha for a while, I will consider buy from there. SGPhantom      ( Date: 27-Nov-2020 15:12) Posted: If even investors are not so optimistic, can' t blame others from shunning it. This will then be a shortist haven, coming back daily to try, be it with borrowed shares or naked. It needs to jolt to 140s -150s to create a Short Squeeze, which will in turn create a buying interest and FOMOs, and push the prices up further. But looking at how poor the sentiment is, and how weak the buying power / interest is, this may not happen soon. And as always, I' d rather be dead wrong
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zandlery Supreme	27-Nov-2020 15:40        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	See sign of bottom. If I see a beaten down stock price doing cha cha for a while, I will consider buy from there. SGPhantom      ( Date: 27-Nov-2020 15:12) Posted: If even investors are not so optimistic, can' t blame others from shunning it. This will then be a shortist haven, coming back daily to try, be it with borrowed shares or naked. It needs to jolt to 140s -150s to create a Short Squeeze, which will in turn create a buying interest and FOMOs, and push the prices up further. But looking at how poor the sentiment is, and how weak the buying power / interest is, this may not happen soon. And as always, I' d rather be dead wrong. zandlery      ( Date: 27-Nov-2020 14:45) Posted: I'm not so optimistic when vaccine news just hit. Sentiment takes time to improve. I'm not vested before the drop. Just bought in after news impact when it alrd drop significantly.... My experience dropped stock will recover to certain degree. So I always buy during drop rather than chase a raising stock
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zandlery Supreme	27-Nov-2020 15:35        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	To fully value your stock earn, when this kind of influencing news hit..... Give it a week or two at least before enter IMO.... Retailer will not able to fight against the big player who will short it down with strong capital. Retailer will lose the fight. Just been realistic. SGPhantom      ( Date: 27-Nov-2020 15:12) Posted: If even investors are not so optimistic, can' t blame others from shunning it. This will then be a shortist haven, coming back daily to try, be it with borrowed shares or naked. It needs to jolt to 140s -150s to create a Short Squeeze, which will in turn create a buying interest and FOMOs, and push the prices up further. But looking at how poor the sentiment is, and how weak the buying power / interest is, this may not happen soon. And as always, I' d rather be dead wrong. zandlery      ( Date: 27-Nov-2020 14:45) Posted: I'm not so optimistic when vaccine news just hit. Sentiment takes time to improve. I'm not vested before the drop. Just bought in after news impact when it alrd drop significantly.... My experience dropped stock will recover to certain degree. So I always buy during drop rather than chase a raising stock
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SGPhantom Master	27-Nov-2020 15:12        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	If even investors are not so optimistic, can' t blame others from shunning it. This will then be a shortist haven, coming back daily to try, be it with borrowed shares or naked. It needs to jolt to 140s -150s to create a Short Squeeze, which will in turn create a buying interest and FOMOs, and push the prices up further. But looking at how poor the sentiment is, and how weak the buying power / interest is, this may not happen soon. And as always, I' d rather be dead wrong. zandlery      ( Date: 27-Nov-2020 14:45) Posted: I'm not so optimistic when vaccine news just hit. Sentiment takes time to improve. I'm not vested before the drop. Just bought in after news impact when it alrd drop significantly.... My experience dropped stock will recover to certain degree. So I always buy during drop rather than chase a raising stock SGPhantom      ( Date: 27-Nov-2020 14:25) Posted: Some mentioned the same revocery sentiment a couple of weeks back when it was at 150s too. Nevertheless, I hope you are right
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zandlery Supreme	27-Nov-2020 14:45        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I'm not so optimistic when vaccine news just hit. Sentiment takes time to improve. I'm not vested before the drop. Just bought in after news impact when it alrd drop significantly.... My experience dropped stock will recover to certain degree. So I always buy during drop rather than chase a raising stock SGPhantom      ( Date: 27-Nov-2020 14:25) Posted: Some mentioned the same revocery sentiment a couple of weeks back when it was at 150s too. Nevertheless, I hope you are right. zandlery      ( Date: 27-Nov-2020 14:00) Posted: Unless your average price way higher..... Timeframe around a month will see improvement.....
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WhereI Master	27-Nov-2020 14:29        WhereI About Contact  Quote this Post!
x 0   x 0  Alert Admin	This river got many peeping toms wanting to short this. So be careful if you want to take a bath in this river... ... you may be caught out exposed and lose your pants and modesty.
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SGPhantom Master	27-Nov-2020 14:25        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some mentioned the same revocery sentiment a couple of weeks back when it was at 150s too. Nevertheless, I hope you are right. zandlery      ( Date: 27-Nov-2020 14:00) Posted: Unless your average price way higher..... Timeframe around a month will see improvement..... SGPhantom      ( Date: 27-Nov-2020 13:11) Posted: We are where we were last week, still at the wrong side of 140
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zandlery Supreme	27-Nov-2020 14:00        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Unless your average price way higher..... Timeframe around a month will see improvement..... SGPhantom      ( Date: 27-Nov-2020 13:11) Posted: We are where we were last week, still at the wrong side of 140. Hello08      ( Date: 27-Nov-2020 10:49) Posted: just be patience. not all stock u buy ytd will go up tmr. is holding well at 13x if dont break down might see up trend soon.
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SGPhantom Master	27-Nov-2020 13:11        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	We are where we were last week, still at the wrong side of 140. Hello08      ( Date: 27-Nov-2020 10:49) Posted: just be patience. not all stock u buy ytd will go up tmr. is holding well at 13x if dont break down might see up trend soon.
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n3wbie Elite	27-Nov-2020 12:00        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Great point on the FX exposure, din' t think of that. Thanks. WhereI      ( Date: 27-Nov-2020 11:33) Posted: Raise awareness elsewhere and let others invest without having to risk converting their money into foreign currencies. n3wbie      ( Date: 27-Nov-2020 10:38) Posted: This is only good if the capital is re-invested into the business to increase greater shareholder value otherwise it creates dilution to existing shareholders (if there is issuance of new shares). The cost of equity (i.e. from the new shares) will likely be more expensive than the cost of debt in the current climate so that will elevate the overall cost of capital (from a WACC PoV) for the company. May be better to just go to the bankers and ask for credit lines. If it was something similar to what Top Glove did with their secondary listing in Singapore - then that' s a better exercise to benchmark the valuations to the Malaysian peers and help re-rate the stock. Just my two cents worth
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highlander Senior	27-Nov-2020 11:59        highlander About Contact  Quote this Post!
x 0   x 0  Alert Admin	imo secondary listing in KLSE will help to re-rate the stock. If we read some of the past few analyst reports, it was often highlighted that Riverstone' s lower valuation is ' unjustified' compared to it' s peers in KLSE.  n3wbie      ( Date: 27-Nov-2020 10:38) Posted: This is only good if the capital is re-invested into the business to increase greater shareholder value otherwise it creates dilution to existing shareholders (if there is issuance of new shares). The cost of equity (i.e. from the new shares) will likely be more expensive than the cost of debt in the current climate so that will elevate the overall cost of capital (from a WACC PoV) for the company. May be better to just go to the bankers and ask for credit lines. If it was something similar to what Top Glove did with their secondary listing in Singapore - then that' s a better exercise to benchmark the valuations to the Malaysian peers and help re-rate the stock. Just my two cents worth. WhereI      ( Date: 27-Nov-2020 09:39) Posted: Raise more capital from elsewhere lah! Ho bo?
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WhereI Master	27-Nov-2020 11:33        WhereI About Contact  Quote this Post!
x 0   x 0  Alert Admin	Raise awareness elsewhere and let others invest without having to risk converting their money into foreign currencies. n3wbie      ( Date: 27-Nov-2020 10:38) Posted: This is only good if the capital is re-invested into the business to increase greater shareholder value otherwise it creates dilution to existing shareholders (if there is issuance of new shares). The cost of equity (i.e. from the new shares) will likely be more expensive than the cost of debt in the current climate so that will elevate the overall cost of capital (from a WACC PoV) for the company. May be better to just go to the bankers and ask for credit lines. If it was something similar to what Top Glove did with their secondary listing in Singapore - then that' s a better exercise to benchmark the valuations to the Malaysian peers and help re-rate the stock. Just my two cents worth. WhereI      ( Date: 27-Nov-2020 09:39) Posted: Raise more capital from elsewhere lah! Ho bo?
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Hello08 Member	27-Nov-2020 10:49        Hello08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just be patience. not all stock u buy ytd will go up tmr. is holding well at 13x if dont break down might see up trend soon.
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n3wbie Elite	27-Nov-2020 10:38        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	This is only good if the capital is re-invested into the business to increase greater shareholder value otherwise it creates dilution to existing shareholders (if there is issuance of new shares). The cost of equity (i.e. from the new shares) will likely be more expensive than the cost of debt in the current climate so that will elevate the overall cost of capital (from a WACC PoV) for the company. May be better to just go to the bankers and ask for credit lines. If it was something similar to what Top Glove did with their secondary listing in Singapore - then that' s a better exercise to benchmark the valuations to the Malaysian peers and help re-rate the stock. Just my two cents worth. WhereI      ( Date: 27-Nov-2020 09:39) Posted: Raise more capital from elsewhere lah! Ho bo?. n3wbie      ( Date: 27-Nov-2020 00:09) Posted: Just curious what would be the incentive to do a secondary listing on Bursa? Extra compliance and regulatory fees and the company is generating so much cash flow riding on the macro tailwinds so there is no need for a capital raise. If it is purely to benchmark valuations with Malaysian peers, that' s not the most compelling proposition (at least to me).
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SGPhantom Master	27-Nov-2020 10:23        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	It seems to be consolidating at 130s. Didn' t stay long below 130. BUT cannot stay above 140 as well. Its just how long is this consolidation period, or will the selling pressure finally prevails? Mainly minnows nibbling by 100s shares, while the selling is by the 10s and 100s of Lots.   bishan22      ( Date: 27-Nov-2020 09:49) Posted: Down trending stock... be caution.... SGPhantom      ( Date: 27-Nov-2020 09:20) Posted: Any sign of an uptick is met with selling pressure and people who can' t wait to exit. From opening bell.... 400 out of 500 Lots are Sold Down.
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bishan22 Supreme	27-Nov-2020 09:49        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Down trending stock... be caution.... SGPhantom      ( Date: 27-Nov-2020 09:20) Posted: Any sign of an uptick is met with selling pressure and people who can' t wait to exit. From opening bell.... 400 out of 500 Lots are Sold Down.
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