【TOPGLOV 7113 交流专区】顶级手套

弹煮

原帖由 Mr.Business 于 9-4-2008 03:12 PM 发表
我是看跌Top Glove，才买进的。

不是看升才买的咩？

Mr.Business

我个人认为Top Glove跌到RM4，已经是market mispricing，可是我还是想再等等，看会不会再跌，才考虑买进 (还有一个原因就是我认为4月以后才考虑买进Top Glove)。Top Glove这两天突然起了，我就担心越起越高。我认为Top Glove还是会跌的，为了避免我看错，我小量买进。Top Glove如果继续起，我已经拥有她了，就不会有患得患失的感觉了。Top Glove如果回跌，我就照我原来的计划等到4月结束。

我们是很难等到最低点买进的，因为我们并不知道几时是最低点。我们也不是内部人，如果没有买进，那公司突然宣布发红股，刺激股价上升，我们不是错失机会？

分注买进是不错的方法，另外再保持部分现金。

PS: 我不是觉得Top Glove便宜才买她，我是认为market mispricing了，所以买她。

[ 本帖最后由 Mr.Business 于 9-4-2008 03:31 PM 编辑 ]

chon

原帖由 弹煮 于 9-4-2008 03:19 PM 发表


不是看升才买的咩？

生意先生有少少走火入魔了，看来他都不知自己在搞什东东，
又或者他是高深莫测，做人家不敢做的事，，，！

jeffreylim23

原帖由 chon 于 9-4-2008 03:28 PM 发表



生意先生有少少走火入魔了，看来他都不知自己在搞什东东，
又或者他是高深莫测，做人家不敢做的事，，，！

生意先生．．．重爱ＴＯＰＧＬＯＶＥ，，，，

Mr.Business

我不是在1526楼解释了 (我以为我讲得很清楚了)。

tan81

我们是很难等到最低点买进的，因为我们并不知道几时是最低点。我们也不是内部人，如果没有买进，那公司突然宣布发红股，刺激股价上升，我们不是错失机会？

许多人就是死在这里，才会买贵票的。
巴菲特的第一原则，Never LoSS Money，而不是Never Loss a Chance .

Mr.Business

我认为Top Glove的行业属于高成长的行业，而Top Glove是这行业的老大，而且管理层有能力。现在market mispricing (价格底过价值)了，所以我想分注买进。

chon

原帖由 Mr.Business 于 9-4-2008 03:33 PM 发表
我不是在1526楼解释了 (我以为我讲得很清楚了)。

生意先生别介意，偶只是开开玩笑。

我不知你是以什么理由买进，假如是因为公司可能突然宣布发红股，
就会刺激股价上升，我们不是错失机会，以这个理由买进，
那未免太不成理由了。

生意先生别介意，你好像在投机股价oh。

Mr.Business

我重组我的句子。。。

我认为Top Glove的行业属于高成长的行业，而Top Glove是这行业的老大，而且管理层有能力。无论无何Top Glove现在面对几个问题：
1. 美元弱；
2. 油价和天然气价钱起；
3. 原料latex价钱起；
4. 基金卖出股份。林偉才是可以access股东名单的，所以他才说
"目前的股價走低主要是基於美國金融問題導致海外基金經理需要資金套現，因此進行脫售舉動"。

我个人认为Top Glove跌到RM4，已经是market mispricing，可是我还是想再等等，看会不会再跌，才考虑买进。还有一个原因就是我认为4月以后才考虑买进Top Glove，因为旧的ESOS在4月底将过期，Top Glove将发出新的ESOS，到时买进，我们的价钱就跟ESOS的行使价差不多 (虽然还是贵多15%)。

这两天Top Glove突然起了，我就担心越起越高。我认为Top Glove还是会跌的，为了避免我看错，我小量买进300股 (我手上没有Top Glove, 我亲人有500股）)。Top Glove如果继续起，我已经拥有她了，就不会有患得患失的感觉了。Top Glove如果回跌，我就照我原来的计划等到4月结束。

我们是很难等到最低点买进的，因为我们并不知道几时是最低点。我们也不是内部人，如果没有买进，那公司突然宣布发红股，刺激股价上升，我们不是错失买进机会？所以我认为分注买进是不错的方法，认为market mispricing了就分注买进，另外再保持部分现金。

PS: 我不是觉得Top Glove便宜才买她，我是认为market mispricing了，所以买她。

tan81

开始退烧了。退得真快。

chon

不过以你长期观察手套业的走势，
相信你对目前这个价格应该已经胸有成竹，
我也不想搞乱你的思想与步骤，
不过你不是短期看跌马股的吗？
你也很明白，市场跌就算有被低估的股票，
亦会跟随大市的吗。

不过如果只是买少少，压压袋，那就不要紧。

Mr.Business

Top Glove的网站换新装了。

http://www.topglove.com.my/

yen+hock

大大力的炒的吧....
希望可以很快去到RM6.00

爱上双鱼座

我猜版主怕走鸡吧....开玩笑

Mr.Business

新闻。

Wednesday April 9, 2008
CIMB Research maintains Outperform on Top Glove

KUALA LUMPUR: CIMB Equities Research is maintaining its “Outperform” on Top Glove Holdings Bhd but it has slightly reduced the earnings forecast for the financial years ending Aug 31, 2008 to 2010 by between 0.5% and 1.75%.

In a research note issued on Wednesday, it also reduced its target price from RM6.90 to RM6.75 as it continued to tag its target market price-to-earnings (P/E) of 13.5 times for FY09.

“Given the group’s expansion and the turnaround of its China operations and Mediflex, we reiterate our Outperform recommendation,” it said.

It said the main share trigger would be the improving quarterly earnings coming from the group’s expansion and positive contributions from China and Mediflex.

“We believe most of the negatives have been reflected in its share price, which has fallen by more than 50% from a year ago. The stock is trading at an undemanding 9.7 times FY08 P/E, a massive discount from its high of 22 times.

Top Glove reported net profit of RM29.48mil for the second quarter ended Feb 29, 2008 and earnings of RM58.86mil for the first half.

For FY08, the research house forecast TopGlove’s earnings at RM121.7mil while for FY09 and FY10, it projects earnings to come in at RM150mil and RM171.5mil.

At an analysts’ briefing on Tuesday, Top Glove acknowledged the challenges due to the weakening US dollar and rising raw material costs.

Over the past year, the US dollar had depreciated by close to 9% against the ringgit to RM3.20/US$1.

“Our house forecasts call for further softening of the US dollar to RM2.95/US$1 by end-08 and RM2.80/US$1 by end-09. In order to minimise its exposure to the greenback, Top Glove has proposed to price its European sales in euro instead of US dollar,” it said.

CIMB Research said currently, the group exports about 30% of its production to European countries.

Another concern was the rising latex price which had gone up by about 30% to the current high of RM6 per kg over the past six months, partly due to the rainy season.

“We expect prices to soften in 2H as supply rises. We maintain our RM5.00-RM5.50 per kg assumptions for FY08-10. The group is able to pass on about 80% of the cost increase to its customers. Its average selling price for powdered gloves has risen by close to 20% to about US$22 per 1,000 pieces compared to a year ago,” it said.

http://biz.thestar.com.my/news/s ... 39&sec=business

Mr.Business

新闻。

Wednesday April 9, 2008
Top Glove, Asiatic higher at midday
By JOSEPH CHIN

KUALA LUMPUR: Top Glove and Asiatic advanced in the morning session on April 9 but the overall market was lacklustre, mirroring the weaker Asian markets which registered losses of about 1% to 2%.

At midday, the KLCI was up 2.07 points to 1,227.78, the FBM Emas added 22.73 points to 7,923.42 but the FBM Second Board fell 20.07 points to 5,166.10.

Turnover was still thin with only 210.58 million shares done valued at RM444mil. There were 216 gainers, 260 losers while 231 counters were unchanged.

Key Asian indices were lower at midday, with Japan’s Nikkei 225 the worst affected, down 1.69% or 223.55 points to 13,026.88, Shanghai’s A Share Index fell 1.51% to 3,733.51, Hong Kong’s Hang Seng Index fell 0.86% to 24,101.82 and Singapore’s Straits Times Index lost 0.79% to 3,105.71.

Light crude oil stayed at record high prices, quoted at US$108.70 (RM345.88) per barrel. The ringgit was quoted at 3.1820 to the US dollar.

Crude palm oil prices were just RM5 higher at RM3,380 per tonne.

Ongoing political concerns in the county as well as external factors, especially the sub-prime mortgage crisis in the US, would continue to deter investors, analysts said.

The option would be for investors to hold on to their cash and wait for the sub-prime mortgage crisis and political issues to blow over at least until the fourth quarter, they said.

Top Glove surged 44 sen to RM4.50, the biggest gains in recent months as the world largest glove maker mulls plans for expansion.

Defensive stock BAT rose 25 sen to RM43 but with only 20,000 shares done. LCL added 25 sen to RM5.65 while UMCCA, DiGi and VADS rose 20 sen each to RM7.65, RM23.50 and RM5.95 respectively.

Plantations also advanced, with Asiatic adding 15 sen to RM8.05, KL Kepong 10 sen higher to RM15.90 while Sime gained five sen to RM8.70. IOI Corp was flat at RM6.85.

RCE Capital, which saw 20 million shares done at RM10.6mil or 53 sen each at midday, rose one sen to 54 sen.

Mitrajaya was the top loser, down 20 sen to 60 sen, Kulim fell 15sen to RM7.15 and the warrants 18 sen lower to RM4.80. Transocean lost 18 sen to 52 sen.

http://biz.thestar.com.my/news/s ... 28&sec=business

800909

General Announcement
Reference No TG-080409-45243  

Company Name : TOP GLOVE CORPORATION BHD  
Stock Name  : TOPGLOV
Date Announced : 09/04/2008


Type : Announcement
Subject : TOP GLOVE CORPORATION BERHAD (“the Company” or “Top Glove”)
- Article entitled : Top Glove defers acquisition plans




Contents :
We refer to the article appearing in New Straits Times, Business Times section, page 31 on Wednesday, 9 April 2008, in particular to the following statement in the reported article:

“However, it does not rule out taking over rival Hartalega Holdings Bhd "if the opportunity arises again and the timing is right", its chief said.”

The Company would like to inform that the above-mentioned statement was in response to a question raised by the reporter on the potential and possibility of taking over Hartalega Holdings Bhd and other glove companies.

In order to capture a bigger market share and continue to hold the pole position of being the World’s Largest Rubber Glove Manufacturer, Top Glove has put in place its expansion plan, which focus on organic growth and also open for any merger and acquisition opportunities.

There is no fix time frame for any merger and acquisition, as some merger and acquisition may not seem possible now but maybe possible in future as long as both companies benefit from it.

This announcement dated 9th day of April 2008.


大起是否是因为这个假消息?

beanchan

原帖由 yen+hock 于 9-4-2008 04:37 PM 发表
大大力的炒的吧....
希望可以很快去到RM6.00

你就发咯。。今天大起！！

ss24

全部都是散户／小户在炒。。
升势太快和缺乏支撑力。。。

[ 本帖最后由 ss24 于 9-4-2008 08:21 PM 编辑 ]

goodluck88

如果公司老板鼓励大家买进他的股，那么我们最好不要买进先。。。