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104492406 Private ID: 104492406
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    104492406 commented on
    $CDB (6947.MY)$ In my personal opinion, recently M boycotted U Mobile because there are Magnum shareholders inside, so everyone switched to other options. Although I'm not sure if there are many M users on U Mobile, there will be some impact, leading to a shift to Maxis perhaps. It's uncertain where they will go, but there's a chance of a comeback once the price starts to drop. The best entry points are between 3.25-3.20, and the yearly high of 4.2, unsure when it will return, but in these two months, I am bullish that it could at least reach around 3.7-3.8. Then when they announce the dividend distribution with 0.035, it will look good. 👍 The above is my personal opinion, please do not sue me.
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    Recently, $Tesla (TSLA.US)$ has once again become the center of attention.
    The Robotaxi launch event has just wrapped up, SpaceX's Starship has launched, and Tesla's financial report is set to be released this week.
    Many investors may be puzzled by Tesla's option prices during this time: they are exceptionally high, and the Implied Volatility (IV) is also soaring. Why is that?
    Let's take a cl...
    Why did Tesla option prices suddenly surge? Uncovering profit strategies on the eve of financial reports
    Why did Tesla option prices suddenly surge? Uncovering profit strategies on the eve of financial reports
    Why did Tesla option prices suddenly surge? Uncovering profit strategies on the eve of financial reports
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    104492406 reacted to
    The supply chain order information for NVIDIA's Blackwell GB200 chip indicates that Microsoft is currently the world's largest customer for the GB200. In the fourth quarter of this year, Microsoft's orders have surged 3 to 4 times, with the volume surpassing the combined total of all other cloud service providers.
    The production capacity expansion for the Blackwell chips is expected to begin at the start of the fourth quarter of 2024, with an estimated shipment volume b...
    Hi, mooers!
    $GAMUDA (5398.MY)$ is expected to release its quarterly and fiscal year earnings on September 26*. How will the market react to the company's results? Vote your answer to guess!
    *The exact release date depends on the company's announcement.
    🎁 Rewards
    An equal share of 5,000 points: For mooers who correctly guess the price range of  $GAMUDA (5398.MY)$'s closing price on 27 Sep.
    (Vote will close at 12:30 am MYT...
    Gamuda Q4FY24 Earnings Preview: Grab rewards by guessing the closing price!
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    The outlook for future glove demand may exceed expectations, according to Kenanga Investment Bank. $TOPGLOV (7113.MY)$
    The future performance is more optimistic, with a significant increase of 39% and 42% in net profit forecasts for the fiscal years 2025 and 2026 (ending at the end of August).
    Following recent meetings with senior management of top glove, analysts at Kenanga Investment Bank are optimistic about the company's performance outlook.
    "There are signs that top glove will experience a stronger demand rebound than expected after entering the 2025 fiscal year."
    He added that top glove's sales continued to rise month by month in September this year, with the company also expecting customers' inventory replenishment activities to strengthen in the coming quarters.
    "Currently, top glove's sales volume is increasing by 25% to 30% per month, aiming to improve overall capacity utilization to 65% to 70%. We originally predicted that the company's capacity utilization for the fiscal year 2025 would only be 55%."
    In addition, the analyst pointed out that top glove's export volume to the USA continues to improve, now accounting for 28% to 30% of its global sales.
    "Top glove believes this is due to stocking activities by US customers, coupled with more Chinese glove manufacturers being listed by the country's Food and Drug Administration (FDA) as a watchlist, while the capacity utilization of Chinese peers has also reached 90%, almost at full production capacity."
    Analysts believe that top glove is optimistic about the price trend of average glove prices, predicting that the average price will gradually increase in the future, with a possible increase of 5% to 15%...
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    104492406 commented on
    $TOPGLOV (7113.MY)$ What happened?
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    104492406 reacted to
    $YTLPOWR (6742.MY)$You have to wait~ There is a high possibility that it will come back soon! Wait for the story to come out next month and give it some support.
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    104492406 reacted to
    $YTLPOWR (6742.MY)$ fundamental are there, hold for long term
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    104492406 reacted to
    $CEB (5311.MY)$ olympic dive water, now EPF not supporting the company anymore, then who is support? all the ikan bilis support?
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    104492406 reacted to
    $CEB (5311.MY)$ Even though the provident fund company sold 6 million shares, it still holds 10 million shares. The stock price dropped from RM1 in July to RM0.4, a 60% retracement. Whether the low point of RM0.345 is the historical lowest point remains to be seen in the financial reports and company outlook, not just recent sales. Shareholders also have the need to make profits and adjust their positions, which is nothing out of the ordinary, so everyone should not fear missing out. As for whether the selling pressure has ended, we still need to see if the financial report at the end of the month can restore confidence to buyers.
    Currently, the support at RM0.39 is relatively strong. As long as the stock price remains stable nearby, waiting for the financial report to be released, there is still a chance for an upward trend on the right.
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