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Checkerman Master	07-Dec-2021 08:02        Checkerman About Contact  Quote this Post!
x 1   x 0  Alert Admin	Riverstone is gone case . I believe will be 50 cent
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Godwinlow Elite	07-Dec-2021 00:09        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi guys, pls inform me if u are interested in joining our RS whatsapp group. Currently got 6 members inside sharing good informations. PM me your number. Thank you
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beng1102 Elite	06-Dec-2021 22:18        beng1102 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Dela + Omicron + Winter = Difficult time is coming to US, Europe and China. sutiono      ( Date: 06-Dec-2021 16:45) Posted: JOHANNESBURG: South Africa is preparing its hospitals for more admissions, as the Omicron coronavirus variant pushes the country into a fourth wave of COVID-19 cases, President Cyril Ramaphosa said on Monday (Dec 6). Omicron was first detected in southern Africa last month and has triggered global alarm as governments fear another surge in infections.
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des_khor Supreme	06-Dec-2021 18:41        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	EPF pro man ! Sold almost all !
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n3wbie Elite	06-Dec-2021 18:38        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Seems like the recent rebound was a brief window for investors to exit amidst the high volume - stock has reversed and trade lower than before the Omicron news outbreak.
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sutiono Veteran	06-Dec-2021 16:45        sutiono About Contact  Quote this Post!
x 0   x 0  Alert Admin	JOHANNESBURG: South Africa is preparing its hospitals for more admissions, as the Omicron coronavirus variant pushes the country into a fourth wave of COVID-19 cases, President Cyril Ramaphosa said on Monday (Dec 6). Omicron was first detected in southern Africa last month and has triggered global alarm as governments fear another surge in infections.
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TraderBen Supreme	06-Dec-2021 16:10        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	this happened to TG also.. from 1.50 alrdy hoping they stop selling.. but they sell all the way until 0.695 and still selling.. the few days of surge made them more happy.. can sell higher .. sutiono      ( Date: 06-Dec-2021 13:59) Posted: Agree , hope EPF going to end the selling soon . beng1102      ( Date: 06-Dec-2021 11:31) Posted: Maybe down to last 5 or 10 million shares, who knows?  Fear factor is driving the market sentiment.  EPF is also selling TP share.  So it is not just RS
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desmodeus Veteran	06-Dec-2021 16:01        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	you don't sell a big chunk like that. could have been done as a private placement. once the sharks know you are selling, they will follow and short on the way down. pity the members beng1102      ( Date: 06-Dec-2021 11:16) Posted: One shareholder has been investing with members' money and has not been clever in the cash flow management.  As result need to keep selling share to meet obligation to the members. easywin      ( Date: 06-Dec-2021 11:12) Posted: Maybe the name no good, need to change name to get lucky?
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Godwinlow Elite	06-Dec-2021 15:06        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Including anyone who is interested in RS. Cause some information cannot share here, later get ban
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Godwinlow Elite	06-Dec-2021 15:05        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Check if u interested in going our own private RS WhatsApp group? Got  sutiono,  msksmsks and me inside. We share RS information  beng1102      ( Date: 06-Dec-2021 14:55) Posted: Just loaded up more @63.5c.  sutiono      ( Date: 06-Dec-2021 13:59) Posted: Agree , hope EPF going to end the selling soon .
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beng1102 Elite	06-Dec-2021 14:55        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just loaded up more @63.5c.  sutiono      ( Date: 06-Dec-2021 13:59) Posted: Agree , hope EPF going to end the selling soon . beng1102      ( Date: 06-Dec-2021 11:31) Posted: Maybe down to last 5 or 10 million shares, who knows?  Fear factor is driving the market sentiment.  EPF is also selling TP share.  So it is not just RS
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sutiono Veteran	06-Dec-2021 13:59        sutiono About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree , hope EPF going to end the selling soon . beng1102      ( Date: 06-Dec-2021 11:31) Posted: Maybe down to last 5 or 10 million shares, who knows?  Fear factor is driving the market sentiment.  EPF is also selling TP share.  So it is not just RS. sutiono      ( Date: 06-Dec-2021 11:19) Posted: But the last reported shares it owned was 71m , about 4 weeks ago , should have finished selling by last week or before
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Midtermer Master	06-Dec-2021 11:35        Midtermer About Contact  Quote this Post!
x 0   x 0  Alert Admin	So far their dividend policy has been very consistent over the years so I'm not so worried about that unless the company has a change in dividend policy. Just hoping this can return to fair value soon. Doesn't make sense for pe ratio to be less than 10 post pandemic imo. eric998      ( Date: 06-Dec-2021 11:21) Posted: My own analysis is that 40c is quite good entry if for investment. But RS have to give good dividend for people investing in dividend counters. Midtermer      ( Date: 06-Dec-2021 11:15) Posted: I would think if WHO finally declares endemic, that is when all glove stocks will recover as whoever's left are the real investors and it will be back to fundamentals play. It is worth noting that RS has been growing steadily and increasing its market share in clean room gloves so in terms of profit it will definitely be better than pre pandemic. So really depends on risk appetite. As you mentioned, we are near bottom but no one knows where and when is bottom unless you are the one controlling the share price now. Cheers
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beng1102 Elite	06-Dec-2021 11:31        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe down to last 5 or 10 million shares, who knows?  Fear factor is driving the market sentiment.  EPF is also selling TP share.  So it is not just RS. sutiono      ( Date: 06-Dec-2021 11:19) Posted: But the last reported shares it owned was 71m , about 4 weeks ago , should have finished selling by last week or before ? beng1102      ( Date: 06-Dec-2021 11:16) Posted: One shareholder has been investing with members' money and has not been clever in the cash flow management.  As result need to keep selling share to meet obligation to the members
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JessTrang Veteran	06-Dec-2021 11:22        JessTrang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, fully agreed the play will be back to fundamental, if profit increases y-o-y, don' t worry there won' t be interests from big players. Midtermer      ( Date: 06-Dec-2021 11:15) Posted: I would think if WHO finally declares endemic, that is when all glove stocks will recover as whoever's left are the real investors and it will be back to fundamentals play. It is worth noting that RS has been growing steadily and increasing its market share in clean room gloves so in terms of profit it will definitely be better than pre pandemic. So really depends on risk appetite. As you mentioned, we are near bottom but no one knows where and when is bottom unless you are the one controlling the share price now. Cheers. JessTrang      ( Date: 06-Dec-2021 11:07) Posted: Analysts/investors already anticipating yr 2022/2023/2024 performance with pre pandemic era in mind.. if retailers continue to pandemic here pandemic there with hopes of share price surging for 50% due to new variant news, that' s your gameplay.. but remember, the fear factor will diminish as times goes by. i feel 0.5x/0.6x might be the bottom but will it surge 30% from there after WHO declare endemic?
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eric998 Supreme	06-Dec-2021 11:21        eric998 About Contact  Quote this Post!
x 1   x 0  Alert Admin	My own analysis is that 40c is quite good entry if for investment. But RS have to give good dividend for people investing in dividend counters. Midtermer      ( Date: 06-Dec-2021 11:15) Posted: I would think if WHO finally declares endemic, that is when all glove stocks will recover as whoever's left are the real investors and it will be back to fundamentals play. It is worth noting that RS has been growing steadily and increasing its market share in clean room gloves so in terms of profit it will definitely be better than pre pandemic. So really depends on risk appetite. As you mentioned, we are near bottom but no one knows where and when is bottom unless you are the one controlling the share price now. Cheers. JessTrang      ( Date: 06-Dec-2021 11:07) Posted: Analysts/investors already anticipating yr 2022/2023/2024 performance with pre pandemic era in mind.. if retailers continue to pandemic here pandemic there with hopes of share price surging for 50% due to new variant news, that' s your gameplay.. but remember, the fear factor will diminish as times goes by. i feel 0.5x/0.6x might be the bottom but will it surge 30% from there after WHO declare endemic?
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Longtermer Elite	06-Dec-2021 11:20        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	CIMB 2022 forecast on Gloves Neutral (top pick: Riverstone) 3 December The recently discovered Omicron variant of Covid-19 triggered another share price rally for glovemakers over the past week, as concerns rise over another potential wave of outbreak. From our conversation with glovemakers, we gather that demand for healthcare gloves have steadily improved in late 4QCY21F, with distributors turning more active in placing orders for delivery in Dec and beyond. This was mainly due to a combination of 1) low inventory holding (distributors and end-customers have been cautious in their procurement over the past six months), and 2) stabilisation of ex-factory prices driving improvements to distribution margins. We expect the production utilisation rate of both Riverstone (RSTON SP, Add, TP: S$1.20) and UG Healthcare (UGHC SP, Add, TP: S$0.42) to return to an optimal level of c.90% by 1QCY22F. Industry ex-factory prices for nitrile healthcare gloves have declined to c.US$28-34/carton for Nov and Dec shipments, according to findings from our channel checks. This is significantly lower than the peak levels of c.US$100/carton seen in early 2Q21, though still higher than pre-pandemic pricing of c.US$20/carton, mainly due to higher raw material prices. We expect ex-factory prices to decline at a gradual pace hereon, tracking the easing of raw material prices, as ex-factory margins have returned to a more normalised level of c.20% (pre-Covid level: c.15%). Meanwhile, we expect cleanroom glove prices to remain healthy at c.US$120/carton in 4QCY21F, driven by continued strong demand by the electronics and pharmaceutical industries. We maintain Add calls on both RSTON and UGHC. While the ASP declines point to a weaker earnings profile (on a yoy basis) for glovemakers for CY22F, we continue to like RSTON and UGHC given their relative resilience vs. other glovemakers. RSTON stands out with its cleanroom capability, which contributed 20% to its volume and 50% to its gross profit pre-pandemic. UGHC is also uniquely positioned given its original brand manufacturer (OBM) business model, which allows the company a relatively sticky pricing profile as it deals directly with end-consumers in the various countries it has expanded its distribution network to.   We believe RSTON&rsquo s valuation is especially attractive &ndash it trades at 9.8x CY23F P/E, while backed by net cash of S$0.39/share (55% of its market cap). We expect back-loaded dividend payout for FY21F (RM0.38 per share) to be the support for its share price.
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sutiono Veteran	06-Dec-2021 11:19        sutiono About Contact  Quote this Post!
x 0   x 0  Alert Admin	But the last reported shares it owned was 71m , about 4 weeks ago , should have finished selling by last week or before ? beng1102      ( Date: 06-Dec-2021 11:16) Posted: One shareholder has been investing with members' money and has not been clever in the cash flow management.  As result need to keep selling share to meet obligation to the members. easywin      ( Date: 06-Dec-2021 11:12) Posted: Maybe the name no good, need to change name to get lucky?
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beng1102 Elite	06-Dec-2021 11:16        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One shareholder has been investing with members' money and has not been clever in the cash flow management.  As result need to keep selling share to meet obligation to the members. easywin      ( Date: 06-Dec-2021 11:12) Posted: Maybe the name no good, need to change name to get lucky?
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Midtermer Master	06-Dec-2021 11:15        Midtermer About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would think if WHO finally declares endemic, that is when all glove stocks will recover as whoever's left are the real investors and it will be back to fundamentals play. It is worth noting that RS has been growing steadily and increasing its market share in clean room gloves so in terms of profit it will definitely be better than pre pandemic. So really depends on risk appetite. As you mentioned, we are near bottom but no one knows where and when is bottom unless you are the one controlling the share price now. Cheers. JessTrang      ( Date: 06-Dec-2021 11:07) Posted: Analysts/investors already anticipating yr 2022/2023/2024 performance with pre pandemic era in mind.. if retailers continue to pandemic here pandemic there with hopes of share price surging for 50% due to new variant news, that' s your gameplay.. but remember, the fear factor will diminish as times goes by. i feel 0.5x/0.6x might be the bottom but will it surge 30% from there after WHO declare endemic?
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