Nor Shafini's comment on TOPGLOV. All Comments

Nor Shafini
11 Like · Reply
If someone know what is beneficial to us after topglove list in hkex especially on ipo price... if good, i want to hold until that days!
Viliam Khor
Whether u believe it or not. I will hold 20year
5 Like · 3 years · translate
Fungal Investor
Nor, listing kat HK ni akan beri peluang kat orang HK ni beli TG.. TG akan bagi diaorang beli sampai 18% atau sebanyak 7.7 billion atau lebih

Kebaikan listing:
1. Orang HK nih gila sikit, harga saham mungkin akan oversubscribed, limit up ke, kemungkinan ini tinggi, biasa orang Chinese China jadi orang paling kaya kat China pasal IPO kat HK (macam itu tycoon botol air)
2. TG dapat financing murah, 7.7bil, kalau dapat kat bank tu kena bayar faedah. Yang ni dapat dari jual saham sendiri je
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8 Like · 3 years · translate
Fungal Investor
3. Listing kat HK akan beri publicity murah kepada TG, orang HK akan nampak perkembangan TG kat news, ada peluang networking, nanti Tan Sri boleh buat joint venture kat HK/China senang sikit, masuk main market HK kena ada caliber baru boleh masuk
4. Visi TG untuk jadi syarikat Top 500 global, penambahan 7.7bil akan memudahkan TG until mencapai target ini.. Boleh beli syarikat glove yang bankrupt nanti, ini biasa bagi TG kerana kebanyakan kilang TG tu beli punya, pasti ada yang gagal punya
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8 Like · 3 years · translate
Fungal Investor
5. Posisi kredit TG meningkat, senang dapat financing nanti kalau perlu. Kalau tak perlu pun tak pe, credit rating yang baik tu mesti baik punya.
6. Harga saham TG lebih volatile, lebih banyak aktiviti jual beli, pemegang saham boleh, pada bila bila masa jual semua saham kat open market.
7. Harga saham TG akan jadi lebih 'efficient', lebih banyak institusi boleh beli saham TG
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7 Like · 3 years · translate
Fungal Investor
8. Intco Medical juga buat listing kat HK. Syarikat ini jauh lebih kecil dari TG tapi valuation lebih tinggi dari TG, pasal orang msia gila jual saham TG murah sangat. Banyak analis bank msia yang kurang pandai
9. Perkembangan SOP awam dunia (bukan saja kat China) yang memerlukan orang awam pakai PPE dan glove untuk fungsi tertentu.. Setakat 2019, penggunaan glove perkapita China cuma 9.. Ini akan meningkat selepas Covid19.. Potensi untuk oversupply tu rendah
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10 Like · 3 years · translate
Fungal Investor
10. Banyak data dari listing document TG dan Intco Medical, boleh baca bila senang.. Link tu boleh Google:

Top Glove Notes on ASP from Application Proof for Hong Kong Listing
8 Like · 3 years · translate
Nor Shafini
Tyvm fungal investor...
2 Like · 3 years · translate
Andy Choo
Perkongsian yang mantap oleh Fungal Investor!
5 Like · 3 years · translate
KT TEE
very impressive Fungal; able to share it in malay, and with good details too! :)
5 Like · 3 years · translate
jefri efendi mohd salih
According to the Frost & Sullivan Report, disposal glove expected to grow from US$8.7 billion in 2019 to US$24.9 billion in 2025 at a CAGR of 19.1%, in terms of sales revenue.
3 Like · 3 years · translate
Ron Ng
listing HK also gives HK investors a chance to share ur dividend
Like · 3 years · translate
Fungal Investor
Yes... But it is not for free.. Best if prior to listing TG price can go up abit so that raised capital can exceed 7.7bil

EPS can be diluted short term
Long term when capital is utilized to generate more revenue it is worth it
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2 Like · 3 years · translate
Fungal Investor
Example Ali got one burger stall
Ali can sell 100 burgers a year (example)
Then Ali want open another stall, he sell 18% of the equity to Muthu for RM7700

In short term Ali burger stall profit need to share 18% to Muthu

After few months Ali use the 7700 to open one more stall hire Siti take care of the stall sell another 100 burgers

When profit become 200% and Ali get 164% and Muthu get 36%

After few years, Ali can open 5 more stalls because Muthu investment have accelerate growth
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8 Like · 3 years · translate
Ubaidah At-Tasiki
Us ban topglove after worker issue. Do u think after this covid outbreak earning maintain?
Like · 3 years · translate
Fungal Investor
It affect 2 subsidiaries, change label made from other subsidiaries then can masuk.. Hahahaha (I don't know, saja).. So far the gloves can be channeled to other customer, hence not affecting the earning.

The ban might be lifted soon, since issue resolved and application made to lift the ban
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2 Like · 3 years · translate
yitjun chan
I found malay comment are much more better than Chinese comment.
Good job :D
4 Like · 3 years · translate
KT TEE
hopefully Fungal, it is since end of last year but still not lifted :(
3 Like · 3 years · translate
Fungal Investor
Now Biden busy hahaha
1 Like · 3 years · translate
Fungal Investor
TG do sell vast majority of gloves under 3rd party labels as an OEM manufacturer (92%!).. The ban would not affect TG OEM business
1 Like · 3 years · translate
Fungal Investor
MARGMA was periodically in touch with the US CBP and the European Union to ensure they know they are on the right path in terms of ensuring all that's needed in fulfilling the requirements of the social compliance
1 Like · 3 years · translate
Fungal Investor
US ban has been resolved
Like · 3 years · translate
KT TEE
reallyy?????? @fungallllll , do u mind to share the news.
Like · 3 years · translate
Fungal Investor
Sry not yet... I read wrongly.. Hahaha
Like · 3 years · translate
Fungal Investor
It will create value when the issued shares sell at higher than share buy back, due to market sentiment current price is lower so seems less well off.. Therefore shareholder should push the price above 7.00.. Hahahaha.. Btw bonus issue was last year story..
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Like · 3 years · translate
Fungal Investor
Tan Sri and Directors are also shareholders.. Don't worry too much what they do is not for the benefit of shareholders because there is skin in the game..
1 Like · 3 years · translate