Detached House
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$Lion-OCBC Sec HSTECH S$ (HST.SG)$
Reached 0.776, within my 0.77-0.78 range.
Reached 0.776, within my 0.77-0.78 range.
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Detached House
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Good Morning Yal . Sitting here getting the next week's worth of picks ready. However I'm reading this article. They are talking about a "BULLISH" Market. Yeah in China 😆. But this article is talking about Nike and Body Works. Saying it's the perfect time to buy. There 60% down now. GTFO HERE. They both lost their last earnings. Products are way over priced. Temu, Baba, Walmart, Replaced them all. Just cus something is undervalued doesn't mean it's a good buy. Over the past Decade...
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Detached House
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$BABA-W (09988.HK)$ David tepper and Micheal burry are buying more and more...showing confidence in BaBa. Will tge upcoming earning report in November 2024 meeting or exceed analysts expectations? Given so much steroids by the Chinese CCP and 3 years of long end of the regulatory scrutiny, it is time to reinstate back to its victory and glory of the past (300 hkd)?
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Detached House
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$YZJ Shipbldg SGD (BS6.SG)$ This recent big drop is probably just a herd effect, spreading rumors. The number of turnovers is not very large either.
In the text message, the fundamentals have not changed. Now that it has become cheaper, it is a very worthy blue chip, not a bad stock.。
Let's encourage each other.
In the text message, the fundamentals have not changed. Now that it has become cheaper, it is a very worthy blue chip, not a bad stock.。
Let's encourage each other.
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Detached House
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$Top Glove (BVA.SG)$
#TOPGLOV - Enterprise Tracking
I shared the information from the HARTA shareholder meeting last time, this time I'll show you the TOPGLOVE information, the meeting data from the day before yesterday.
★ Before the pandemic, EBITDA margins ranged from 12-15%, although it had been in continuous losses for several quarters, it has now recovered to 5-8% under the repair of 'price' and 'quantity'.
★ The situation in the glove industry is improving every quarter, reflected in the performance of each glove company. For reference, the total sales volume in Q3 this year has increased by as much as 46% year-on-year.
★ It is necessary to emphasize that the recovery of the glove industry is real, not a temporary rebound. Compared to the around 30% utilization rate a year ago, the current stage has risen to approximately 60%.
★ As the world's largest glove company, due to economies of scale, 'quantity' has always been a critical factor. Currently, the total capacity is 95 billion, much higher than Harta's 32 billion and Kossan's 24 billion. Due to considerably higher fixed costs compared to peers, if there is not enough demand, the pace of performance recovery will be slower.
★ Assuming glove demand maintains an 8% annual growth, the supply-demand situation is expected to reach equilibrium in 2025. As for when it will return to pre-pandemic levels, it is definitely not something for the next 2 quarters, perhaps the end of 2025 is a more realistic time frame.
After the rise of Chinese companies, the global...
#TOPGLOV - Enterprise Tracking
I shared the information from the HARTA shareholder meeting last time, this time I'll show you the TOPGLOVE information, the meeting data from the day before yesterday.
★ Before the pandemic, EBITDA margins ranged from 12-15%, although it had been in continuous losses for several quarters, it has now recovered to 5-8% under the repair of 'price' and 'quantity'.
★ The situation in the glove industry is improving every quarter, reflected in the performance of each glove company. For reference, the total sales volume in Q3 this year has increased by as much as 46% year-on-year.
★ It is necessary to emphasize that the recovery of the glove industry is real, not a temporary rebound. Compared to the around 30% utilization rate a year ago, the current stage has risen to approximately 60%.
★ As the world's largest glove company, due to economies of scale, 'quantity' has always been a critical factor. Currently, the total capacity is 95 billion, much higher than Harta's 32 billion and Kossan's 24 billion. Due to considerably higher fixed costs compared to peers, if there is not enough demand, the pace of performance recovery will be slower.
★ Assuming glove demand maintains an 8% annual growth, the supply-demand situation is expected to reach equilibrium in 2025. As for when it will return to pre-pandemic levels, it is definitely not something for the next 2 quarters, perhaps the end of 2025 is a more realistic time frame.
After the rise of Chinese companies, the global...
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Detached House
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Detached House
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$HSI Futures(OCT4) (HSImain.HK)$ $Alibaba (BABA.US)$ what goes up, must come down. Don’t be surprise if tomorrow -3%. No market can go up in one straight line. It has been over extended and due for a pullback very soon.
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Detached House
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$BABA-W (09988.HK)$ short time !
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Detached House
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$BABA-W (09988.HK)$A lot of people were skeptical about the policy meeting this morning. And many still probably skeptical how sustainable it would be on stocks. The PBOC’s swap facility allowing securities firms, funds and insurance companies to tap liquidity to buy stocks might just be the one that will get the engine firing up again. Perhaps we will see BABA @ HKD100 before their national holiday.
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Detached House : True Guru!