tag:blogger.com,1999:blog-353368502024-03-16T11:13:06.858+08:00KLSE TALK - 歪歪理财记事本I learn and grow in KLSE with RM500 initial capital - 本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议.
任何人因看此部落格的文章而造成任何投资损失, 恕不负责.yyhttp://www.blogger.com/profile/06875759893779851289noreply@blogger.comBlogger222013tag:blogger.com,1999:blog-35336850.post-67288443197338071432024-03-15T21:42:00.002+08:002024-03-16T11:12:35.470+08:00仙股的诱惑~股市里会不停历史重演<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkUbQPpFndbTX5xp4a5gMXKzsHSePNbZVwsy4dIHZ9DfngVxooNPtCjn8ib5_tKKdmCa-YPyA5ji-gh_QoS7LRsxrNer5xLhs-5X95v7mY5vhjvrvdvmoeQwS-hEr0zztBV4BwOVjcsmg_o0_MbzwaiNHZuFYvFSZPkEiheYMIxdlh96PIemD1/s967/Screenshot%202024-03-15%20195206.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="767" data-original-width="967" height="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkUbQPpFndbTX5xp4a5gMXKzsHSePNbZVwsy4dIHZ9DfngVxooNPtCjn8ib5_tKKdmCa-YPyA5ji-gh_QoS7LRsxrNer5xLhs-5X95v7mY5vhjvrvdvmoeQwS-hEr0zztBV4BwOVjcsmg_o0_MbzwaiNHZuFYvFSZPkEiheYMIxdlh96PIemD1/w400-h318/Screenshot%202024-03-15%20195206.png" width="400" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><p>留下的Sunway母股,也是看到股价越来越高,破了历史新高,在害怕有钱赚的时候不卖,等下又变成亏钱,所以,也卖下卖下,越卖剩下越少持股~</p><p>不过,当今天Sunway来到股价RM3.0x历史新高,我还是继续有持有Sunway股票,卖了又卖,目前还没有卖完。</p><p>这个呢~</p><p><b>就是每当我看中任何认为是优质的好公司,就会在股价走低的时候,分批累积,再累积。</b></p><p>累积的数量多一点,等股价反弹就可以卖一点偷鸡@套利。</p><p>如果有等到股价回跌,可以买回来。</p><p>而要是卖出后,股价更高,就学会为手上留住的股而高兴。</p><p>永远要记得,在股市里的钱是赚不完。</p><p>有赚钱跑人,都比亏钱来得好。</p><p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNcxw9xwSadKDLBDSz6GoWps6XKvT5PuxMl0DpBGVbyuvvR6iTh2DFjZGc5RxU5gY4IsfiaIcPVqeSpZGCDsWRLRsUZapV0B6ZR_ZVihG71nfLOILYBds6OgVcULvdHnzrrfMVcyy5kMIuOu3V7f08WrkFWCyLPpPOnykXJ-sPf7m_uLxHAl6c/s1528/Screenshot%202024-03-15%20194007.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="650" data-original-width="1528" height="272" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNcxw9xwSadKDLBDSz6GoWps6XKvT5PuxMl0DpBGVbyuvvR6iTh2DFjZGc5RxU5gY4IsfiaIcPVqeSpZGCDsWRLRsUZapV0B6ZR_ZVihG71nfLOILYBds6OgVcULvdHnzrrfMVcyy5kMIuOu3V7f08WrkFWCyLPpPOnykXJ-sPf7m_uLxHAl6c/w640-h272/Screenshot%202024-03-15%20194007.png" width="640" /></a></p><p>我持有Sunway股票可不止几年,而是很多年。</p><p>只是在持股多年的过程,有买有卖而已。</p><p>买股票,就算是高风险凭单,<b>从一开始,就只能买那种你恨不得今天一买,股价马上暴跌90%,</b>然后,你完全不担心,而是眼里会发亮,敢分批加码,就因为你看到机遇的出现。</p><p>什么样的上市公司股价暴跌90%,你不会害怕,而是高兴的?</p><p>就是知道相关的<b>公司有一群很厉害,靠谱的管理层,过去多年把公司生意越做越好的,就只是暂时不幸运,遇到一些问题。</b></p><p>而这个问题,又是你认为该公司有能力撑过的,有能力解决的。</p><p><b>危机并存~</b></p><p>曾经的Hartalega,Kossan被市场喊到要倒闭, 投行设定的目标价格,只有低和更低。</p><p>如果你在Hartalega股价跌破RM2的时候,没有去了解公司业务,就是信了投行们的一片的唱衰~你会?</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMxnXQxpfpj9aSitVjKdDgQtsgYHbabVloZz0R0Fixxpe1g9cW3lkhUqou1ww9J5H8WyjEaEoZu5Bd5uk0ZTrYF3TFm0Kg0_UzkgmREaJROVnqECB_53R6nQZCcdVCAp_LOyGzGIe230DCwZKGTLAkC9HWsqauQWevU8CL0dz2ymADsburNmz7/s933/Screenshot%202024-03-15%20201504.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="659" data-original-width="933" height="283" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMxnXQxpfpj9aSitVjKdDgQtsgYHbabVloZz0R0Fixxpe1g9cW3lkhUqou1ww9J5H8WyjEaEoZu5Bd5uk0ZTrYF3TFm0Kg0_UzkgmREaJROVnqECB_53R6nQZCcdVCAp_LOyGzGIe230DCwZKGTLAkC9HWsqauQWevU8CL0dz2ymADsburNmz7/w400-h283/Screenshot%202024-03-15%20201504.png" width="400" /></a></div><br /><p>2022-2023年,Hartalega,Kossan经历两年多被投行唱到有多衰就多衰,可该公司真的没有能力熬过逆风?</p><p>这两家公司在疫情两年,就赚了过去十年才能赚的盈利吧?</p><p>这样的公司实力会不够雄厚?</p><p>去年低价卖出Hartalega, Kossan股票的,从中有学到什么?</p><p>深信马来西亚手套厂会被中国手套厂取代的股民们,看看以下讯息;</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6NgKwi7c7xApoUfMtRE7ue3HdKwHoUqbQ-mPNC6cmCfRCSUW89K0Jb2XYKvSmF4wpAl2SZgDj71xxY0bPLnnPAlcr_qwwLE5l1bH2pCbGbTzcFNBQ-W9L7s-il1sqeEmDe8KHSCepxKd2y9l86bXuv_H8zIq1Ts4IobBdYVS70mXoHxd1Ljgs/s1052/Screenshot%202024-03-15%20202414.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="763" data-original-width="1052" height="290" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6NgKwi7c7xApoUfMtRE7ue3HdKwHoUqbQ-mPNC6cmCfRCSUW89K0Jb2XYKvSmF4wpAl2SZgDj71xxY0bPLnnPAlcr_qwwLE5l1bH2pCbGbTzcFNBQ-W9L7s-il1sqeEmDe8KHSCepxKd2y9l86bXuv_H8zIq1Ts4IobBdYVS70mXoHxd1Ljgs/w400-h290/Screenshot%202024-03-15%20202414.png" width="400" /></a></div><br /><p style="text-align: center;"><a href="https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2024-03-08-story-h-186604742-GLOVES_Good_Timing_for_Bottom_Fishing">资料来源</a></p><p style="text-align: center;"><br /></p><p><b>嗯~相信马来西亚手套厂前景一片悲哀,会给中国手套厂取代的股民们,继续你的相信。</b></p><p><b>千万不要买手套公司股票!</b></p><p>本人对大马手套上市公司有绝对的私心,因为以上其中一家手套公司是我的股票组合老大~</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLmLs7RXunQ2H7lOHRg9ENtVsgZY-Elh8-VKusZN3dlJ7BJP3Fc-B3IcDmrlLShLLcOT2533DxUhPeXHwvAvaF6U2TKS3a3cUIn3llHvcmTSSoG4kkFTdTh8qqLTZuQyQ5P9dDu4KeCIoeuX_p0r7Lgt9Q99bHm_DFHa2bhetKLuFs-n9A_wgi/s1094/Screenshot%202024-03-15%20203053.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="608" data-original-width="1094" height="223" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLmLs7RXunQ2H7lOHRg9ENtVsgZY-Elh8-VKusZN3dlJ7BJP3Fc-B3IcDmrlLShLLcOT2533DxUhPeXHwvAvaF6U2TKS3a3cUIn3llHvcmTSSoG4kkFTdTh8qqLTZuQyQ5P9dDu4KeCIoeuX_p0r7Lgt9Q99bHm_DFHa2bhetKLuFs-n9A_wgi/w400-h223/Screenshot%202024-03-15%20203053.png" width="400" /></a></div><br /><p>时间会给答案~ </p><p>43个星期前,我看到有读者留言说,手套已经成为过气股,是这么回答的;</p><p><span face=""Segoe UI Historic", "Segoe UI", Helvetica, Arial, sans-serif" style="background-color: #f0f2f5; color: #050505; font-size: 15px;"><i>过气股只是散户散场而已。<b>手套可以成为过气股,却从来不会是过气行业。</b>医疗手套是世界医疗业,化验业,制药业等等行业每天都需要用到的必需品。而非医疗手套则是餐饮业,美容业,食品业,清洁业每天都需要用到的必需品。每天都要用到的东西,要怎么会变成过气行业?不管任何行业只有变得好赚,就会出现很多新生竞争对手。就看谁家公司能做到产品最优质,成本最低,具备最强竞争能力,就能越做越强。</i></span></p><p>AmInvest最新报告提及两家手套厂最新PU资料,是否印证手套需求依然还在?</p><p>可,我们还能有机会买到股价跌破RM2的Hartalega, 股价RM1.50以下的Kossan吗?</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjx-FMJtsfnV9lDmP1jP_48GOMdA11ypxok0etA8UM-8tCERMI2EAQY6XLM9w-sGw-ybX55l-N9lNFxp6rxdATRMQkq_VO-fEA0u2xf2QXY52HQlBD4-vUPSQ8kjhLUsCo358WSerkK1XOYNEPsXrylMtT937h3M6MIUC4fAl8dPSCgQ-w2qKtf/s951/Screenshot%202024-03-15%20204538.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="637" data-original-width="951" height="268" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjx-FMJtsfnV9lDmP1jP_48GOMdA11ypxok0etA8UM-8tCERMI2EAQY6XLM9w-sGw-ybX55l-N9lNFxp6rxdATRMQkq_VO-fEA0u2xf2QXY52HQlBD4-vUPSQ8kjhLUsCo358WSerkK1XOYNEPsXrylMtT937h3M6MIUC4fAl8dPSCgQ-w2qKtf/w400-h268/Screenshot%202024-03-15%20204538.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><p><b>时间不能重来,可股市却又是很神奇地方, 不停会有历史重演。</b></p><p>仙股的诱惑;</p><p>RM10,000买股价RM2.50的股票,买到4000股。股价上涨或转跌RM0.10,就是增值RM400或是亏损RM400。</p><p>RM10,000买股价RM0.80的股票,买到12,500股。股价上涨或转跌RM0.10,就是增值RM1250或是亏损RM1250。</p><p><br /></p><p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYOMN7b-mVpBMYHJ8ooX1y7n-iRbBKBzQuy1O-Rn4S2A4ty7a1bGkVJ2sG-y1iid4NEx0KztBkojMOZY1DBPgO29anLRtq4K3n4UOSq19SfCbWiCXF5ddzEWO9m5fA9T53eWgZURddPYFjwWzb37i3H8ae14mOMu4GnH0aibnDsfiNS65gsefl/s1920/Screenshot%202024-03-15%20193831.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="1006" data-original-width="1920" height="210" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYOMN7b-mVpBMYHJ8ooX1y7n-iRbBKBzQuy1O-Rn4S2A4ty7a1bGkVJ2sG-y1iid4NEx0KztBkojMOZY1DBPgO29anLRtq4K3n4UOSq19SfCbWiCXF5ddzEWO9m5fA9T53eWgZURddPYFjwWzb37i3H8ae14mOMu4GnH0aibnDsfiNS65gsefl/w400-h210/Screenshot%202024-03-15%20193831.png" width="400" /></a></p><p>这就是当Sunway, Sunway wb股价都因为MCO而暴跌,我买比较多股价走低的Sunway wb的原因~</p><p>眼下还有什么优质仙股是充满诱惑的?</p><p>不管买任何公司股票,再有信心,我从来不会one lump sum,而是分批累积。</p><p>我买仙股的算盘是这样算的~</p><p>RM1000成本,股价RM1,可以买1000股。</p><p>RM1000成本,股价跌在RM0.90,可以买1100股~</p><p>RM1000成本,股价跌RM0.80.可以买1200股~</p><p>RM1000成本,要是股价跌在RM0.50,就能买2000股~</p><p><br /></p><p>这也是曾经的我,多么希望能买到股价RM0.15, 甚至RM0.10,RM0.005的Sunway wb~</p><p>当时,我是这么算,RM1000/RM0.10,可以买10,000股~</p><p>股价反弹RM0.20,甚至RM0.40</p><p>算%就是100%,200%获利~</p><p>10,000股,每反弹RM0.10,就是RM1000的增值。</p><p>这样一算,是不是觉得股票很可爱?</p><p>股市确实是一个可以钱滚钱的地方~</p><p>前提是要会选股,要能等。</p><p>就是从一开始,你只能买那家,恨不得今天一买,股价就暴跌90%的优质,实力派好公司股票~</p><p>用闲钱买股,等得起~</p><p>只要相关上市公司的生意是有能力转亏为盈,并且迎来生意盈利成长,股价迟早会跟上来~</p><p><br /></p><p><br /></p><div class="separator" style="background-color: #fafefb; clear: both; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif">也许你也有兴趣阅读以下文章;</span></div><div><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif"><br /></span></div><p></p><div class="post-header" style="-webkit-text-stroke-width: 0px; background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; line-height: 1.6; margin: 0px 0px 1em; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-7994032089468772646" itemprop="description articleBody" style="-webkit-text-stroke-width: 0px; background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; line-height: 1.4; orphans: 2; position: relative; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; width: 676.545px; word-spacing: 0px;"></div><p></p><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px;"><h3 class="post-title entry-title" itemprop="name" style="-webkit-text-stroke-width: 0px; background-color: #fafefb; color: #d55f00; font: 22px Georgia, Utopia, "Palatino Linotype", Palatino, serif; letter-spacing: normal; margin: 0px; orphans: 2; position: relative; text-align: left; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;"> <a href="https://yy-mylifediary.blogspot.com/2022/09/2020-2022.html">2020-2022 分析员曾经设定的天堂价格 现在的地狱价格</a></h3></blockquote><div><br /></div><div><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><br /></h3><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2022/09/rm3rm060.html">那一年,她的股价从RM3+跌破RM0.60,吓得散户都以为公司要倒闭了,股价再低也要争相卖出手上的股。。。</a></h3><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-7974949137781600316" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></div><p><br /></p><h3 class="post-title entry-title" itemprop="name" style="-webkit-text-stroke-width: 0px; background-color: #fafefb; color: #d55f00; font: 22px Georgia, Utopia, "Palatino Linotype", Palatino, serif; letter-spacing: normal; margin: 0px; orphans: 2; position: relative; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;"> <a href="https://yy-mylifediary.blogspot.com/2019/03/blog-post_25.html">当高息股遇上成长乏力</a></h3><div><br /></div><div><br /></div><div><br /></div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><b>有兴趣了解歪歪style生活化的积少成多理财投资经验,可以email meyyok@gmail.com购买以下电子书;</b></div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px;"><div style="line-height: 22.4px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px; text-align: center;"><br /></span></div><div style="line-height: 22.4px; text-align: center;"><div><div style="line-height: 20.3636px;"><span style="line-height: 22.4px;"><b>《2012: 歪歪积少成多理财投资路》电子书-RM25</b></span></div></div><b><br /></b><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2014 歪歪积少成多理财投资路第二册:因为理财投资,我看到了magic》电子书-RM25</b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b><br /></b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2018 这些年我在股市学会的事》电子书 RM25</b></span></div><div><br /></div><div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><br /></span></div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"></span></div></div><div style="line-height: 20.3636px; text-align: center;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;">收费部落格一年收费RM280,</span><b style="font-family: arial, tahoma, helvetica, freesans, sans-serif;">有兴趣加入<a href="http://yy-mylifediary.blogspot.com/p/blog-page_13.html#.Wy8fZ6czbIU" style="color: #f6b26b; text-decoration-line: none;">封闭式收费部落格</a>, 可以电邮到meyyok@gmail.com询问。</b></div></div>yyhttp://www.blogger.com/profile/06875759893779851289noreply@blogger.com0tag:blogger.com,1999:blog-35336850.post-26204176861205621182023-12-18T16:36:00.004+08:002023-12-18T16:36:40.892+08:00持有Sunway wb warrant如何换Sunway母股<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyHPu_Qyna2IO38v8cP97xhrrULTCadxnrbbFoKN0WGMsj3xlt-ycxr1zfIy12nEvneGjaQKcwmKp33wN45FjXwxIQzrY2sbE17YGJMGaEKa92u8Owhd2hDkx4SFWAAEZ2ywtuELe2IFhZ3dHrO2b9PZ80ZB_guWpoqlAdXslNjH3tdkLVRy9H/s1920/Screenshot%202023-12-18%20153842.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyHPu_Qyna2IO38v8cP97xhrrULTCadxnrbbFoKN0WGMsj3xlt-ycxr1zfIy12nEvneGjaQKcwmKp33wN45FjXwxIQzrY2sbE17YGJMGaEKa92u8Owhd2hDkx4SFWAAEZ2ywtuELe2IFhZ3dHrO2b9PZ80ZB_guWpoqlAdXslNjH3tdkLVRy9H/w640-h324/Screenshot%202023-12-18%20153842.png" width="640" /></a></div><br /><p></p><p>曾经在2018年写的电子书里提及Sunway wb,转眼来到2023年12月,Sunway wb截止日期也将会在2024年10月3日截止。</p><p>如果在截止日期之前,没有卖出,也没有转换母股,到了明年10月3日就会变成废纸。</p><p><b>所以,必须在明年10月前就做好决定。</b></p><p>如果要转换母股,现在<b>Sunway wb exercise price已经下调到RM1.35</b>,每1000股支付RM1350就可以换到现在股价超过RM2的Sunway母股,值得与否,就自己计算。</p><p>Sunway wb要怎么换Sunway母股?</p><p>只有传统的方法,不能上网处理。</p><p><a href="https://www.sunway.com.my/investor-relations/warrants/">到 https://www.sunway.com.my/investor-relations/warrants/ 下载表格</a></p><p>注意表格的e, f项目;</p><p>(e) make payment in full for such New Shares by<b> banker’s draft or cashier’s order, or money order or postal order drawn on a bank
or post office in Malaysia amounting to Ringgit Malaysia </b>[ ] made in favour of “<b>SUNWAY BERHAD -
WARRANTS PROCEEDS ACCOUNT” crossed “A/C Payee only”. </b></p><p>(f) A s<b>eparate remittance of RM20.00 is made payable to “SUNWAY MANAGEMENT SDN BHD” being the administrative fees f</b>or
debiting of your Warrants and crediting your New Shares.</p><p><br /></p><p>就是必须买两张支票(可以是banker draft, money order或是postal order-去银行或邮局买),一张支付凭单换母股的钱,一张RM20是支付手续费,两家支票的名字都写不一样,看好e, f的项目写的名字。</p><p>如果不明白,可以让银行职员,邮局职员帮忙阅读,他们应该知道怎么协助你处理的。</p><p>把表格填写好了,准备好的支票都邮寄回去。</p><p>我的建议因为有支票,最好用保家的方法来邮寄,不要省这些钱。</p><p>邮寄到表格最下方所写的地址;</p><p>Registrar’s office : Tricor Investor & Issuing House Services Sdn Bhd (Registration No. 197101000970 (11324-H))
Unit 32-01, Level 32, Tower A, Vertical Business Suite Avenue 3, Bangsar South,
No. 8, Jalan Kerinchi, 59200 Kuala Lumpur, Malaysia
Tel: +603 2783 9299 Fax: +603 2783 92</p><p>----------------------</p><p>Sunway wb属于我的幸运凭单。</p><p>从上市前,在Sunway股东大会听到老板提及Sunway wb,我就告诉自己,将来Sunway wb上市,我一定要买来收。</p><p>结果?Sunway wb刚上市第一天,第二天都分别大涨30%,股价去到RM0.60-RM0.7x.</p><p>所以,我没有下手。</p><p>反而是因为持有Sunway而拿到免费的Sunway wb, 看到股价连续两天暴涨,后面再涨不上去,害怕有赚不卖,又等来蒸发,选择套利卖出。</p><p>一直到2018年,看到Sunway wb股价跌破RM0.40左右,才开始下手累积。</p><p>这几年好像连续三次左右,遇到Sunway跌破RM0.40一直累积到RM0.2x,然后,幸运都有遇到股价反弹到RM0.40左右。</p><p>第一次反弹,贪心,不会卖。结果,股价反弹到RM0.40又回落,然后,跌破RM0.30.</p><p>第二次再遇到,股价从RM0.2x一路反弹到突破RM0.4x,开始学会卖。</p><p>后面还有遇到第三次看到股价走低,选择吃回头草(好马不怕吃回头草),再买回来~</p><p>最后一次套利卖光光是今年,Sunway wb股价突破RM0.5x时,不敢再贪心,选择套利卖完。</p><p>然后,我选择把钱继续累积股价跌倒阿妈都认不得,人人都看衰,认定会倒闭的某手套公司股票~</p><p>同样也很幸运,年初到年中累积的某手套公司股票,在股价经历又起又跌的阶段,甚至被short到阿妈都认不得,最终还是有迎来一年的新高股价~</p><p>幸运,真的就只是于运气好而已吗?</p><p><b>过往的跌跌撞撞经验,教会了我,买股票只能选择有信心,股价跌到阿妈都认不得,都还有信心average down的优质好公司。</b></p><p><b>有幸运,更大的幸运来自过往的经验教会了如何做出对自己最适合的投资选择。</b></p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhu0FvHO_XsyGTIxTX1gImZizgkP8EYfvsGZX_4QYp7dZer5A9EXtfVB5ltPvTV5WiHSVMlztwbvwGUMqU_d-4BfJ3bLnHOwFN7oboVVUruiq8ztVUdyzq7qNOhT82WI2Qaz2gGnyy3g0Bg8idNgql_zMO7cMjuLHFu0y61OT2h4cqIGvDp3etF/s882/share%20price.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="434" data-original-width="882" height="314" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhu0FvHO_XsyGTIxTX1gImZizgkP8EYfvsGZX_4QYp7dZer5A9EXtfVB5ltPvTV5WiHSVMlztwbvwGUMqU_d-4BfJ3bLnHOwFN7oboVVUruiq8ztVUdyzq7qNOhT82WI2Qaz2gGnyy3g0Bg8idNgql_zMO7cMjuLHFu0y61OT2h4cqIGvDp3etF/w640-h314/share%20price.png" width="640" /></a></div><br /><p>我的2023年比2022年来得幸运,就因为股票组合的老大在2023年很给力~</p><p>优质的公司有什么特点?</p><p>一群靠谱的管理层,在过去用十多年时间,把公司生意越做越好,不停交出靠谱的成长业绩,从来没有欺骗过投资者。</p><p>当这样的公司发生的<b>短期不利</b>,而自己又分析过相关事件,该公司是有能力熬过。这或许就是千载难逢的人生机遇。</p><p><br /></p><p>恭喜相信Sunway, 对Sunway wb有信心,而持股至今的股友们,特别是每次Sunway wb跌破RM0.35都有选择逢低买进的~</p><p><b>不过,还是要提醒,Sunway wb截止日期在2024年10月3日,请在截止前做好选择,而不是傻傻持续持有到截止日期都什么都没有做,会变成废纸的。</b></p><p><span style="color: #2b00fe;">如果看了这篇贴,有心转换母股的,又还不明白怎么处理,请联络你的股票经纪或是股票行来教你~</span></p><p><span style="color: #2b00fe;"><br /></span></p><p>选对公司,跟对好上市公司老板,真的很重要~</p><p><br /></p><div class="separator" style="background-color: #fafefb; clear: both; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif">也许你也有兴趣阅读以下文章;</span></div><div class="separator" style="background-color: #fafefb; clear: both; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif"><br /></span></div><div><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif"><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2023/01/sunreit-fy-2022922-sen.html">行情在绝望中诞生 在半信半疑中成长 : Sunreit FY 2022全年派息9.22 sen</a></h3><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><br /></h3><div><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2023/01/blog-post_20.html">返乡潮与经济的关系</a></h3><div><br /></div><div><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2023/01/blog-post.html">景气明明很好</a></h3><div><br /></div><div><br /></div><div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><b>有兴趣了解歪歪style生活化的积少成多理财投资经验,可以email meyyok@gmail.com购买以下电子书;</b></div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px;"><div style="line-height: 22.4px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px; text-align: center;"><br /></span></div><div style="line-height: 22.4px; text-align: center;"><div><div style="line-height: 20.3636px;"><span style="line-height: 22.4px;"><b>《2012: 歪歪积少成多理财投资路》电子书-RM25</b></span></div></div><b><br /></b><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2014 歪歪积少成多理财投资路第二册:因为理财投资,我看到了magic》电子书-RM25</b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b><br /></b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2018 这些年我在股市学会的事》电子书 RM25</b></span></div><div><br /></div><div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><br /></span></div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"></span></div></div><div style="line-height: 20.3636px; text-align: center;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;">收费部落格一年收费RM280,</span><b style="font-family: arial, tahoma, helvetica, freesans, sans-serif;">有兴趣加入<a href="http://yy-mylifediary.blogspot.com/p/blog-page_13.html#.Wy8fZ6czbIU" style="color: #f6b26b; text-decoration-line: none;">封闭式收费部落格</a>, 可以电邮到meyyok@gmail.com询问。</b></div></div></div><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-7994032089468772646" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></div><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-7561583984176609677" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></div><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-3165767484326615860" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></span></div><p><br /></p><p><br /></p><p><br /></p>yyhttp://www.blogger.com/profile/06875759893779851289noreply@blogger.com0tag:blogger.com,1999:blog-35336850.post-50978798076365139892023-11-29T13:14:00.116+08:002023-11-29T13:48:00.789+08:00今天买股价低于RM1的Top Glove,一年后会哭,还是会笑?<p>马来西亚四大手套工厂在疫情时期大赚,再到大亏,Top Glove成为四家大厂中,“最穷”的大型手套公司。</p><p></p><p>也因为Top Glove是世界最大的手套公司,产量大,工人最多,所以,在手套需求大增到大减,Top Glove面临的麻烦也是最大的。</p><p>最低工资上涨,四大手套厂中,顶级手套请的员工最多,自然就是成本增加最多的。</p><p>在遇到手套销售价格跌,订单跌,成本上涨,Top Glove也成为亏最多的大马手套厂。</p><p>本来Top Glove不用那么“惨”,要是该公司没有掏出马币十多亿在股价高峰时回购公司股票。</p><p>只要把当时用来回购股票的十多亿资金里的,其中十亿存在银行,一年收利息都有几千万吧?</p><p>那么,我国四大手套厂最穷的Top Glove,还有多少钱在手?</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqxJbHl_T3TgughCVnB9bM8y3DIzyVZUKEAmXOgM5ykTUIY1w5lJRuMcMAuh14rUvEYveXp3c03Y5-9CqKy7crACpsO0AaU95j74L6pNoCFbilZxzfqC6wGf8mZhjkg3dweq0j2YtqcvYRxZTstCr4FNKY6SNlWvwjegYmKcYMfqfvy0wz9Q0H/s1248/Screenshot%202023-11-29%20122027.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="634" data-original-width="1248" height="326" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqxJbHl_T3TgughCVnB9bM8y3DIzyVZUKEAmXOgM5ykTUIY1w5lJRuMcMAuh14rUvEYveXp3c03Y5-9CqKy7crACpsO0AaU95j74L6pNoCFbilZxzfqC6wGf8mZhjkg3dweq0j2YtqcvYRxZTstCr4FNKY6SNlWvwjegYmKcYMfqfvy0wz9Q0H/w640-h326/Screenshot%202023-11-29%20122027.png" width="640" /></a></div><br /><p>Top Glove再穷,手上还有几亿~</p><p>10月份出炉的业绩,看似亏一亿多,实际扣了一次性亏损,该公司税前亏损已经减少到RM6500万。</p><p>当Kossan, Harta都在这个月交出转亏为盈的业绩,那么, Top Glove又会如何?</p><p>---------------------------------------------------------</p><p>Public Bank财经分析报告,喊卖出Top Glove, 设定目标价格RM0.63.(<a href="https://klse.i3investor.com/web/pricetarget/research/69563">点击阅读报告</a>)</p><p><i><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">Moving into <b>1HCY24</b>, we <b>anticipate Malaysian gloves players to secure higher orders and sales volume, due to customers’ low inventory levels</b>. However, ASPs are not expected to rise meaningfully, given the prevailing pricing competition from Chinese gloves players. We believe the recent positive movements in share prices are reflective of anticipated earnings improvement. Nonetheless, we remain cautious on the Chinese players which are currently running at near capacity and should they continue to expand, Malaysian gloves players’ market share would be eroded. All told, we upgrade our sector rating on rubber gloves from Underweight to </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Neutral</span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">, as we believe the worst is over with the glove makers returning to the black. We recently raised our call on </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Hartalega </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">and </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Kossan</span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;"> from Underperform to </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Neutral</span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">, while maintaining </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Underperform </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">for </span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; box-sizing: border-box; color: #212529; font-size: 16px; font-weight: bolder;">Top Glove</span><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">.</span></i></p><p><i><span face="system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", "Liberation Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"" style="background-color: white; color: #212529; font-size: 16px;">----------------------------</span></i></p><p><span face="system-ui, -apple-system, Segoe UI, Roboto, Helvetica Neue, Arial, Noto Sans, Liberation Sans, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe UI Symbol, Noto Color Emoji" style="color: #212529;"><span style="background-color: white;">无可否认,以最新业绩来看,Top Glove确实是四大手套厂中,盈利表现最不佳的手套厂。</span></span></p><p><span face="system-ui, -apple-system, Segoe UI, Roboto, Helvetica Neue, Arial, Noto Sans, Liberation Sans, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe UI Symbol, Noto Color Emoji" style="color: #212529;"><span style="background-color: white;">可这个Top GLove盈利表现不佳在未来,还会维持多久?</span></span></p><p>今年10月6日,Top Glove管理层在发表业绩后,是这么说的;</p><p>=========</p><p><a href="https://www.orientaldaily.com.my/news/business/2023/10/06/601802" style="background-color: #f9f9f9; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif;"><span style="color: black;"><i>手套转盈指日可待 林伟才:手套售价触底料反弹</i></span></a></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>(吉隆坡6日讯)顶级手套(TOPGLOV,7113,主板保健股)指出,<b>由于手套库存及市场产量减少,手套平均售价已触底,相信接下来反弹机率非常高</b>,<b>有助于公司在未来转亏为盈。</b></i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>顶级手套执行主席林伟才认为<b>,手套平均售价已触底,而且是过去30年以来的最低水平,因此他相信手套平均售价在接下来的3个月反弹回升的机率甚大</b>。</i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>林伟才是在今日出席顶级手套线上业绩汇报会时,分享他对手套售价前景。</i></p><div class="ads manual-render" id="odn3-story-1x1-p3" style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 16px; line-height: 0; margin: 0px auto; text-align: center;"></div><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>一同列席汇报会的是顶级手套董事经理林将源。</i></p><p style="background-color: #f9f9f9; box-sizing: border-box; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i><span style="color: #212529;">林将源指出,</span><b><span style="color: #2b00fe;">客户的手套库存减少且接近没有存货</span><span style="color: #212529;">,以及手套过期等因素,将会支撑销售回升,并贡献于手套平均售价上涨。</span></b></i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>他续指,目前原料价格呈上升趋势,因此预计手套平均价的未来走势,也将与原料价格一致。</i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>另外,林伟才提到,随著疫情期间乘势加入手套领域的业者,目前多数已经停产,因此市场上产量也随之减少,相信这也将会支撑手套平均售价与销量。</i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>“<b>由于公司避免与中国手套业直接展开削价战,因此我们的销售按年下滑</b>。尽管如此,<b>在扣除一次性减值亏损,末季亏损缩小至6500万令吉,而按月销售也显现复苏迹象</b>。”</i></p><p style="background-color: #f9f9f9; box-sizing: border-box; color: #212529; font-family: ".PingFang-SC-Regular", Helvetica, Roboto, Arial, sans-serif; font-size: 1.1rem; line-height: 1.8; margin-bottom: 1.5rem; margin-top: 0px; padding: 0px;"><i>林将源透露<b>,顶级手套目前厂房使用率仅为30%,预计在未来6至12个月内公司能够达到收支平衡,甚至转亏为盈</b>。</i></p><p>---</p><p>当Kossan, Harta都能靠关闭旧生产线降低成本,交出转亏为盈的业绩。Top Glove会否也能一样用同样的方法成功转亏为盈?</p><p>Top Glove管理层在预计该公司在未来6-12个月能做到收支平衡,甚至转亏为盈。</p><p>要是当Top Glove真的顺利在6-12月内做到收支平衡,甚至转亏为盈,是否等于未来一年会是Top Glove剩下最后6-12个月交出烂业绩,股价继续烂。</p><p>只要公司真的做到转亏为盈,业绩好转,股价又会否继续烂? </p><p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg88C2pwNbEOb0iB-4MkPS1uFL4PVZNVMZdUJDS-dkwMyebaCoJiKXmRtkjlIQTuaiXsM-dUod8OJoe1vBs4ZiAyrxOE7Y3jbUtMFb51y7U2VeZ1U0bFXc_7_3vudAWG-fP2WgBcRhZH6yHV1szpWRmG6ceBrad8w-wT8Gwt_j1QoimzCcrLADi/s1920/top%20glove%20share%20price.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="983" data-original-width="1920" height="328" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg88C2pwNbEOb0iB-4MkPS1uFL4PVZNVMZdUJDS-dkwMyebaCoJiKXmRtkjlIQTuaiXsM-dUod8OJoe1vBs4ZiAyrxOE7Y3jbUtMFb51y7U2VeZ1U0bFXc_7_3vudAWG-fP2WgBcRhZH6yHV1szpWRmG6ceBrad8w-wT8Gwt_j1QoimzCcrLADi/w640-h328/top%20glove%20share%20price.png" width="640" /></a></p><p>2020-2022年,Top Glove是被卖空股数最多的公司,最高峰是被累积卖空超过2亿股。</p><p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcyeJTop3vG1_Xr_cNG0M4JHGI9ZiTDIhF74jlqVZHbMfnzHgud3MQWy_v3BXUrpyz-1oUb2Hz23w9u4xwQqhLIRGJOTy5ATSYN1wYGgCIjybaBVQyzWdK9iFrz3HNmAs0LeEFCOnFlpt0ywjbo3rwc4nEuan2_HhEs_zmrszgANc229DU0lQI/s895/Screenshot%202023-11-29%20121254.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="889" data-original-width="895" height="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcyeJTop3vG1_Xr_cNG0M4JHGI9ZiTDIhF74jlqVZHbMfnzHgud3MQWy_v3BXUrpyz-1oUb2Hz23w9u4xwQqhLIRGJOTy5ATSYN1wYGgCIjybaBVQyzWdK9iFrz3HNmAs0LeEFCOnFlpt0ywjbo3rwc4nEuan2_HhEs_zmrszgANc229DU0lQI/s320/Screenshot%202023-11-29%20121254.png" width="320" /></a></p><p><br /></p><p>最近的Top Glove依然是被卖空股数最多的手套公司之一,一天可以被卖空一两千万股。</p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgwPIRnDiKeuHNhZRCN7nORoJTuOPhy9q43Tp_nUtbiSwGo4CdZksY4QqYUUgwtIba95GgqUXQASJ4WyabOxHiMt6LAMpIr-MqVyyGdpXC_UBD0t6l_-lB_aH5Ak8g_LyfaXd9Fk74C7nobiM5Y5MTbV94tY8ggV_l7RRmt-a7Lxcr7dQ_K0VHU/s844/Screenshot%202023-11-29%20124542.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="710" data-original-width="844" height="538" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgwPIRnDiKeuHNhZRCN7nORoJTuOPhy9q43Tp_nUtbiSwGo4CdZksY4QqYUUgwtIba95GgqUXQASJ4WyabOxHiMt6LAMpIr-MqVyyGdpXC_UBD0t6l_-lB_aH5Ak8g_LyfaXd9Fk74C7nobiM5Y5MTbV94tY8ggV_l7RRmt-a7Lxcr7dQ_K0VHU/w640-h538/Screenshot%202023-11-29%20124542.png" width="640" /></a></div><br /><p>这是Top Glove近一年的股价走势记录,几次跌破RM0.80,甚至RM0.70后,都有转反弹。</p><p>只不过,每次股价反弹都会迎来卖空追击,然后, 股价又会回跌。</p><p>过去一年,Top Glove是交出越来越烂的业绩。</p><p>如果未来一年,股价再次出现反弹又被卖空追击,再次跌破RM0.70,应该买,还是跟着卖空看空Top Glove前景?</p><p>如果在未来一年,该公司盈利表现不会再比2023年的盈利表现更差。</p><p>而2025年非常大机会迎来销售全面恢复正常,那么,现在遇到的每一次的股价暴跌,到底是机遇,还是危险?</p><p><b>就除非管理层预计错误,未来一年该公司生意盈利表现没有好转,而是继续亏更多~那么,就真的去了荷兰~~</b></p><p>到底那个比较高机率发生?</p><p>还有一个思考问题,中国手套厂用燃煤生产手套,而马来西亚手套厂用天然气。</p><p>谁比较符合ESG?</p><p>其实,Top Glove在中国也有手套厂~</p><p>从很久以前用RM5买了100股Top Glove,就没有再下手。</p><p>出席两次线上股东大会,一次线上特别股东大会,听了管理层对该公司的预期,我也是没有要再加码。</p><p>可现在改变主意了~</p><p>决定小额加码一点的Top Glove,然后,坐等卖空放大招,再把Top Glove股价炸下更低,还会再加码一点点~</p><p>看看今年11月选择开始加码Top Glove股票,抱着这家公司股票等最少一年,到底是等来Top Glove股价进一步跌破到RM0.60,还是??</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsif5OxrIV6mwW_RP2GiRuzQLDQGJfzR1SUQ03IlpparaIhtU0c_1RFmmTma2LmoYoVHT-7xrFvLM4ZBCs4ERzVW6osMFPYccqDBz-6-QiLvwsVpbq21qd4IN1sTN6UhOeaDbSaT42UPtJCZsS-vP6VNt5eJ3jOT0sot66T1TJVIN3ftyIR6uI/s994/29112023%20top%20glove.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="372" data-original-width="994" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsif5OxrIV6mwW_RP2GiRuzQLDQGJfzR1SUQ03IlpparaIhtU0c_1RFmmTma2LmoYoVHT-7xrFvLM4ZBCs4ERzVW6osMFPYccqDBz-6-QiLvwsVpbq21qd4IN1sTN6UhOeaDbSaT42UPtJCZsS-vP6VNt5eJ3jOT0sot66T1TJVIN3ftyIR6uI/w640-h240/29112023%20top%20glove.png" width="640" /></a></div><p>在这之前,就这样看着Top Glove交出越来越赚钱的业绩,再到转交出越来越亏钱的业绩。</p><p>然后,又看着Top Glove也选择关闭旧生产线,缩减人手来降低成本~</p><p>一直就只持有那一次用RM5买的100股,一直看着该公司到现在~~~</p><p>在此留个记录,看看今年11月开始累积Top Glove股票, 一年后,到底会哭,还是会笑着出席2025年的Top Glove股东大会~~</p><p><br /></p><p><span style="background-color: #f5fcf7; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-size: 20px;"><b>本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议. 任何人因看此部落格的文章而造成任何投资损失, 恕不负责</b></span></p><p><br /></p><div class="separator" style="background-color: #fafefb; clear: both; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif">也许你也有兴趣阅读以下文章;</span></div><div><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif"><br /></span></div><div><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif"><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2022/09/2020-2022.html">2020-2022 分析员曾经设定的天堂价格 现在的地狱价格</a></h3><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><br /></h3><div><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2022/09/rm3rm060.html">那一年,她的股价从RM3+跌破RM0.60,吓得散户都以为公司要倒闭了,股价再低也要争相卖出手上的股。。。</a></h3><div><br /></div><div><h3 class="post-title entry-title" itemprop="name" style="background-color: #fafefb; color: #d55f00; font-family: Georgia, Utopia, "Palatino Linotype", Palatino, serif; font-feature-settings: normal; font-kerning: auto; font-optical-sizing: auto; font-size: 22px; font-stretch: normal; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; font-variation-settings: normal; font-weight: normal; line-height: normal; margin: 0px; position: relative;"><a href="https://yy-mylifediary.blogspot.com/2021/06/blog-post.html">天无绝人之路:当暴跌到暴涨,暴涨转暴跌,原来再次的暴跌还能再次转暴涨</a></h3><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-4447188540673139423" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></div><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-7974949137781600316" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></div><div class="post-header" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.6; margin: 0px 0px 1em;"><div class="post-header-line-1"></div></div><div class="post-body entry-content" id="post-body-8136040180505670992" itemprop="description articleBody" style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; line-height: 1.4; position: relative; width: 676.545px;"></div></span></div><p><br /></p><p><br /></p><p><br /></p><div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; text-align: center;"><b>有兴趣了解歪歪style生活化的积少成多理财投资经验,可以email meyyok@gmail.com购买以下电子书;</b></div><div style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px;"><div style="line-height: 22.4px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px; text-align: center;"><br /></span></div><div style="line-height: 22.4px; text-align: center;"><div><div style="line-height: 20.3636px;"><span style="line-height: 22.4px;"><b>《2012: 歪歪积少成多理财投资路》电子书-RM25</b></span></div></div><b><br /></b><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2014 歪歪积少成多理财投资路第二册:因为理财投资,我看到了magic》电子书-RM25</b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b><br /></b></span></div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><b>《2018 这些年我在股市学会的事》电子书 RM25</b></span></div><div><br /></div><div><div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"><br /></span></div><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;"></span></div></div><div style="line-height: 20.3636px; text-align: center;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 22.4px;">收费部落格一年收费RM280,</span><b style="font-family: arial, tahoma, helvetica, freesans, sans-serif;">有兴趣加入<a href="http://yy-mylifediary.blogspot.com/p/blog-page_13.html#.Wy8fZ6czbIU" style="color: #f6b26b; text-decoration-line: none;">封闭式收费部落格</a>, 可以电邮到meyyok@gmail.com询问。</b></div></div></div><div><br style="background-color: #fafefb; color: #333333; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px;" /></div>yyhttp://www.blogger.com/profile/06875759893779851289noreply@blogger.com0