Stockaki448's comment on DPHARMA. All Comments
Stockaki448
6 Like · Reply
Why EPF keep selling?
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4 years · translate ·
Follow Jack Jeeper
so you saying they buy high sell low? what kind of logic is that?
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Brandon Chow
they push down the price lah not buy high sell low
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Harry Kiew
is everybody still ok? tomorrow is Friday again btw...
1 Like · 4 years · translate
Lim
tmr also no eye c, tgif
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chin liang Soon
still ok. we stay 16 floor
1 Like · 4 years · translate
Follow Jack Jeeper
I'm surprised this counter doing way better than gloves, see gloves also wanna cry
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Terrence Here
Jack Jeeper you really think so ? From highest to now, Dpharma drop more than supermax and TG. Perhaps you should buy a calculator before you do your statement.
3 Like · 4 years · translate
Follow Jack Jeeper
gloves not everyday drop? every day drop 1.0, not scared?
1 Like · 4 years · translate
Follow Jack Jeeper
You're comparing an apple with a watermelon, please learn your logic before you come here and talk
1 Like · 4 years · translate
Follow Jack Jeeper
the reason why I talk back about gloves is because those glove holders got nothing to do, keep firing here, are you one of them??
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爱问爱卡
time epf sell u hv to buy
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Harry Kiew
3.6 then 3.5.... 3.4.... what's next?
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爱问爱卡
time epf buy u have to sell jz like kossan xD
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Harry Kiew
so now is to sell?
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爱问爱卡
should be buy? i blew water only do not serious lol but last time epf disposed TG rm4.xx time xD
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Jack Jeeper
when topglove supermax drop to hell, this chee diam diam, also using her many fake accounts to spam report to silence me, I'm impressed as to how low a person can go
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Jack Jeeper
Supermax drop 0.6 x 2 = 1.2
topglove drop 0.1 x 3 = 0.3

apa cerita?
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Jack Jeeper
when you guys are panic selling, EPF is happily collecting, check back announcement tonight
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Harry Kiew
星期一会上还是会下呢？
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YinG
Because some broker say its price alr out of fundamental. (cimb research if not wrong)
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Lim
ya some commented on fb that it's overvalue now, based on their profit.... can just wait n c
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Jack Jeeper
When gloves overvalued nobody said anything? it's all perspective, trade at your own risk
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Jack Jeeper
when supermax RM 24 Topglove RM 28, nobody said overvalued, some even said TG RM 12x, what logic?
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Jack Jeeper
Hi fake Chee busy meeting, trading is just part time hobby, can see EPF collecting happily, next week push high with the right catalyst. am from KL
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Lim
jack chill, we are just sharing what we heard, not buy sell call.... gloves are overvalue as well but not as much, cos their revenue are very good, especially for the next QR... dpharma is good company as well but current price is based on the time when they finally can start packing the vaccine
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1 Like · 4 years · translate
YinG
Look at their new qr earning increase how many times then u will knw
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Jack Jeeper
Yes but glove profit margins wont sustain longer, and they only produce gloves, their only source of income already affected. At least Dpharma has other sources of income ie gomen, private, vaccine which is highly likely given to them
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Lim
yup jack, i am sure dpharma will sky rocket in the future when they received the project, so now it's normal for ppl to think it's overvalue if only based on their current revenue
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YinG
Those other sources of dpharma can increase their earning as much as the increase in their stock price?
1 Like · 4 years · translate
YinG
Wont sustain longer? Go study topglov's egm presentation, how long is their current delivery period alr~ pls la study more
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YinG
Yes, vaccine can boost dpharma's earning in the future, but they are only fill and pack. Not earning as much as manufacturing
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Jack Jeeper
It's okay everyone have their own opinion, if you think gloves good, by all means go and buy more to support
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Jack Jeeper
just this week 3 companies joined gloves making bandwagon, it will become like face mask where RM 100 drop to RM 6.50, but it's up to you, you think TG can TP RM 12x then grats you can grab more cheap tickets today
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YinG
Yeah, they build the factory in 1 day, i doenst mean pharma is not good just its too fast from its fundamental
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YinG
A lot of country can produce face mask, but not in glove, thats y malaysia are the biggest market share in glove
1 Like · 4 years · translate
YinG
Same story as when h1n1, many company entry glove markets at that time but gone after that
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Jack Jeeper
if gloves so good prospect, why Comfort and Kossan directors dumping shares? better they hug those shares and wait for dividend (if ever the pay)
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Alan NCS
Why u guys arguing so much on uncertainty? Pharmacist drop because of adjustment shaking off contra and goreng ppl. Gloves drop because of dropping in market share due to growth of gloves market share of other countries.
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Alan NCS
As mentioned before, this counter will back to 3.3~3.5. There are strong support at this level and slow growth onwards.
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Jack Jeeper
cuz these sinkalan keep pushing, in their world only gloves can make money
3 Like · 4 years · translate
Alan NCS
Tg is definitely hard to move double digit this year since increase of production would only happen next year. Same as pharmacist, vaccine would only available in Malaysia next year. Both counter are in same line, 本是同根生相煎何太急。
Like · 4 years · translate
Jack Jeeper
Alan, let's be realistic, rubber dont only exist in Malaysia, nor does the gloves machine, anybody with money can operate a gloves business, this week alone, 3 companies to invest into gloves making, 1 is Vizione, taking over and existing rubber gloves plant.
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Jack Jeeper
point is, coming future, big 4 market shares will be split and shared with many other competitors including overseas, it wont be as lucrative as these past few months anymore when their dormant machines are depreciating away due to supply > demand
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Jack Jeeper
I can foresee malaysia rubber gloves market share will drop starting this year dy, now wait for some researchers to do research and chart out pie, then people eyes will be wide open
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Jack Jeeper
And for those MOU vaccine companies, no way MOH will allow them to handle because they are not medical industry and not GLC, if vaccine given to these private companies, they can control the prices thereby making it a luxury item, not everyone can afford, who will face backlash in the end while people still get infected and probably die?
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Alan NCS
Everything is possible haha, depend on how you think about all these single information into an image. Btw as a reminder, the production cost to make a glove in Malaysia is higher as compared to Thailand, China these kind of countries. But Malaysian glove quality tiptop. Reducing in cases in first world countries might be something you have to put into consideration.
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Yanni Yanni
Kemungkinan timbul masalah kelebihan stok di pasaran menyebabkan harga sarung tangan menjunam jika banyak syarikat mengeluarkan benda yang sama . Itupun vaksin perlu disegerakan .
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YinG
Wow, then just ignore top glove's boss keep buying his share? one sided.
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YinG
Split?hehehehe. When other company entry, those big 4 doenst expanding their production line is it? Bro, u only see bad news and ignore good one? I see both and think the good coukd overcome bad one
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YinG
Yes, anybody with many can ooerate glove business. But can they compete with big 4?
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YinG
Start drop this year? Come on, building a factory takes only few month is it?
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YinG
I can see u never study article that researcher saying the asp will increase until end of december
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YinG
Halo, u study in ur mind only is it? Start drop this year, hahahaha.we will see their actual qr performance
1 Like · 4 years · translate
Jack Jeeper
kkkk go buy all in your gloves, limit up ok? kakaka, better go back la since you so confident LOL
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YinG
U think u can earn epf's money? Haha
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Jack Jeeper
been earning, why not? What's the issue now? lol
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YinG
Lol,u sure u earn epf's money? They alr enter since 1.6+
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Jack Jeeper
when you play share you know you earn whose money? it's not just me and EPF in the pool, please be professional
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YinG
theres only retailer, local institution and foreign institution. Omg, knw nothing?
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YinG
Go study urself. Then u will know. Retard
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Jack Jeeper
Haha, please be professional, dont be so low ok? Post the link here let everyone know who is in each group since you so "smart", can you do it? kiki
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Clement Lai
glove fans vs vaccine fans.本身同根生相煎何太急。why don't attack other market? now IT si beh hot, go there make noise. glove alliance with vaccine, like PN
1 Like · 4 years · translate
Jack Jeeper
Clement, I also dunno where this Ying crawled out from, everyday come shoot and then trying to harass me wan, haha not professional at all, now asked to provide data, diam oledi
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Alan NCS
Let's time tell us the story, chill bro.
2 Like · 4 years · translate
FA TA
疫苗股可以到30塊嗎？要賣手套來all in了
1 Like · 4 years · translate
YinG
https://www.klsescreener.com/v2/news/view/724021
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YinG
Study it, retard. Thats the research
1 Like · 4 years · translate
YinG
Want more? Find urself, dont be lazy
1 Like · 4 years · translate
Zhikang Sim
epf 出票勒？不看好
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YinG
WHO have new announcement for vaccine
1 Like · 4 years · translate
Elvis Fai
https://www.thestar.com.my/news/world/2020/09/04/results-of-russia039s-covid-19-vaccine-produced-antibody-response---the-lancet#.X1ImgIkGYjw.facebook
1 Like · 4 years · translate
YinG
Phase 3 start from 26 august
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Alan NCS
Read carefully, the article mentioned 'glove industry'. Previous H1N1 period, the disease is expected not spreading worldwide. Now Covid19 is global issue expected to be suffered in long term. Big group like Petronas even small firm like never heard before joined in sharing the cake. Yup, the cake is still delicious but sharer increases.
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YinG
Another one thinking its only take 1 day to build the factory
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Alan NCS
You may ask how long they need to set up their factory and when will their profit from so. In short term, nope. In a longer term, let's the time tells.
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YinG
Yes, theres new entry~ those big glove company didn't expanding their production line~ previously ,when h1n1 also have many company entry glove industries, but where are they now
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YinG
How many productivity of the new entry? How many productivity of those big glove company plan to expand? Which is bigger?
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Alan NCS
H1N1 is just flu, flu is like season. Covid19 is the disease spread globally which expected suffering for years. During the flu, glove demand increased like few months. Covid19 is disease take many many years to recovered. For example, you wouldn't buy an oven to just bake and sell few cake in the specific season. But you will buy a bakery shop if you are able to sell thousand of cake to the market.
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YinG
As u say so, the demand for glove would be long term. those big glove company didnt expand to secure market share is it~
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Alan NCS
Those are uncertainty. If you confident with the counter you holding the tickets then buy more before it's too late. Congrats if you win banglo or uncountable money. There are no point to shout here shout there like pasar malam...
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爱问爱卡
if u bought gloves low before, then yes continue hold and enjoy to see hw the company expand or whatever, BUT gloves current price with such high PE enter now is all gambling and betting, betting coming result good, speculating coming result fantastic, but can u guarantee the result? in case result doesn't meet expectation, u bought low u can still exit with win, what about those enter high? guess who is retard black heart wanna ppl stay high floor here.
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2 Like · 4 years · translate
YinG
U need to ask that Jack, i was talking about pharma only before he bring glove in
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Follow Jack Jeeper
Hello, dont simply use my name and blame me, please dont be Zuraida, pls be professional
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tian
epf very like in n out intraday bcs got big capital dont care about that maybe later on monday come again dont let them in lower price
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YinG
U can scroll up and check one~ there it is~
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tian
then buy a lot in a lower price hahah
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Alan NCS
Do you think there is no policy in EPF how many minimum share should they hold for investing? How come you can have an idea EPF will sell until 0% haha. If you study finance, there is something call 'portfolio' in investment plan haha. Do you think EPF is short term player like those big shark in other goreng counter? EPF might do have first sources news before we know it online. EPF have the advantage to do long term goreng with all of us.
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Jack Jeeper
Alan, some people think differently, they are "special", they will twist and turn like how politicians nowadays. Suddenly my name was used for dumb reasons haha
1 Like · 4 years · translate
Alan NCS
Jack，you are right, there are special in their own way LOL... In their mind, they think positive means limit up, negative means limit down LOL. I rather wish the counter rise bit by bit than fly sky. Fly high means big shark swim in.
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1 Like · 4 years · translate
Jack Jeeper
No choice, this forum is open for all, all we can do is just sit and laugh as they entertain us with monkey show
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Firdaus Osman
wah..kasi discount lagi, borong 3.23
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Lim
wa.... wont ba.......
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tian
今天healthcare的counter 跌 你们信明天上回去吗
1 Like · 4 years · translate
tian
昨天epf 又买了 他们真的....
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Harry Kiew
analyst say this whole week down
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Keat Soon Ong
Market down, share price weak, all in time
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Harry Kiew
today will down another 5%?
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Jack Jeeper
for every 10% down, can buy in to average down, for me la, once vaccine contract announce, fuhhhh
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Keat Soon Ong
Why yesterday many ppl want masuk, and today no sound one.
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Jack Jeeper
looks like market bubble is popping soon, going back to 14xx, glove counters will drag KLCI further down due to their heavy weight, just buy whatever good stocks and keep in fridge
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