DIPD/HAYC/HAYL

Win Win · **301** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 10:28 am

Win Win

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suku502 wrote:this DIPD is good share and thing is entry point. . sure this will give more opportunities.

Dear SUKU502

I think , a good entry point for DIPD is between Rs.325 to Rs.335..

With the finishing foreign sales & market correction, DIPD will move fast to Rs.400

suku502 · **302** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 2:13 pm

suku502

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Win Win wrote:

suku502 wrote:this DIPD is good share and thing is entry point. . sure this will give more opportunities.

Dear SUKU502

I think , a good entry point for DIPD is between Rs.325 to Rs.335..

With the finishing foreign sales & market correction, DIPD will move fast to Rs.400

COLLECTION IS ON GOING . YES , IT LOOKS ESTABLISH B/W 325 TO 335.

SAGA · **303** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 2:35 pm

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today there was a crossing of 200,000 shares

suku502 · **304** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 2:53 pm

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SAGA wrote:today there was a crossing of 200,000 shares

PRICE ?

geesura · **305** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 2:56 pm

geesura

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suku502 wrote:

SAGA wrote:today there was a crossing of 200,000 shares

PRICE ?

320

suku502 · **306** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 2:57 pm

suku502

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geesura wrote:

suku502 wrote:

SAGA wrote:today there was a crossing of 200,000 shares

PRICE ?

320

THX

subash81 · **307** Re: DIPD/HAYC/HAYL Fri Nov 13, 2020 3:35 pm

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Slow and steady collection on going for HAYC/HAYL/DIPD

subash81 · **308** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 6:45 pm

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Outlook of glove makers seen unaffected near term

According to UOB Kay Hian, Supermax Corp Bhd’s capacity has been sold up until end-2021 and the group is receiving deposits at 30% to 50% of contracted orders.

PETALING JAYA: The updates on the Covid-19 vaccine development are not expected to affect the prospects of glove makers in the near term.

An analyst noted that forecasts for glove companies remained unchanged and estimated that local glove makers generally have orders secured up until the end of 2021.

According to UOB Kay Hian, Supermax Corp Bhd’s capacity has been sold up until end-2021 and the group is receiving deposits at 30% to 50% of contracted orders.

Meanwhile, Kossan Rubber Industries Bhd’s capacity has been fully taken up until the end of 2021 while still receiving orders for 2022.

UOB Kay Hian said that the Covid-19 vaccine candidate’s achievement of 90% efficacy was within expectations, noting that an additional 12 to 18 months were required to achieve global herd immunity.

“To reiterate, it (vaccine update) does not fundamentally affect glove demand over 2021 as we believe supply is still in severe shortage with usage rate exceeding the glove production rate.

“Furthermore, it would take an additional six to nine months to fully restock the entire supply chain.

“Based on previous recent sell-downs, there could be a 20% to 30% knee-jerk selling, which could be a meaningful entry, given that the prospects are intact, ” said UOB Kay Hian in a recent report on Supermax.

The research house added that the gradual ramp-up in the global manufacturing of Covid-19 vaccine would mean that the average selling prices (ASPs) of gloves are unlikely to fall sharply immediately.

UOB Kay Hian has raised its financial year 2021 to 2022 net profit forecasts for Supermax Corp Bhd by 216% and 505%, respectively, in line with updated ASPs, output and cost assumptions.

It said key risks to the earnings revision include the strengthening of the Ringgit against the US dollar and a potential windfall tax.

“In the recently tabled Budget 2021 on Nov 6, it was announced that the Big Four glove producers have committed to donate a cumulative RM400mil to help ease the government’s burden for vaccine and health equipment expenses.

“We are positive over the development as this rests rumours of a potential windfall tax, ” said UOB Kay Hian.

Apart from that, the research house opined that the additional supply from new entrants to the glove manufacturing industry is not a concern at present.

For one, new entrants will likely struggle to secure already-tight nitrile butadiene rubber (NBR) supply - an issue plaguing glove producers.

“Furthermore, it may take up to 1½ years to complete the glove manufacturing facilities.

“By 2022, supply from new entrants which is estimated at a blue-sky capacity of 29.4 billion pieces annually represents 6% of global glove demand of 485 billion pieces, ” it said.

https://www.klsescreener.com/v2/news...cted-near-term

thushyr17 · **309** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 7:13 pm

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Dipped's product portfolio is quite diverse. They obtain most of their income from household and industrial gloves. And medical gloves are only produced by their facility in Thailand. Even if a vaccine is found, I don't think it would have a huge impact on their sales of household and industrial gloves. Just look at the October export figures. Industrial and surgical gloves rose by 36.4% percent in October from a year ago https://economynext.com/sri-lanka-exports-fall-14-9-pct-on-covid-19-flare-up-uk-shipments-surge-75929/

AmateurTrader001 · **310** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 9:32 pm

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SAGA wrote:today there was a crossing of 200,000 shares

Hey, can anyone please be kind enough to explain whats a crossing and how can it affect share price and expectations?
Asking as i dont know and couldnt find a proper definition, and i am a newbie. confused

කොටස් වෙළඳපොළ2020 · **311** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:07 pm

කොටස් වෙළඳපොළ2020

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subash81 · **312** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:14 pm

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AmateurTrader001 wrote:

SAGA wrote:today there was a crossing of 200,000 shares

Hey, can anyone please be kind enough to explain whats a crossing and how can it affect share price and expectations?
Asking as i dont know and couldnt find a proper definition, and i am a newbie.

Its a negotiated buy and sale through the brokers

Specially when you want to buy or sell biq quantities its difficult to buy from the market controlling the buying price (as you buy big quantity demand increases and price increase) and the same for selling big quantities

Normally crossing considered as good sign for share future, in this case we can expect DIPD share price to increase in future

suku502 · **313** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:22 pm

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don't think abut Vaccine. even if it is ready for use in December'2020 in world , i don't think it will come to sri lanka in same month. it will take 6 month or more than it. do you know the main problem of use of vaccine ??? it is " Transportaion" .Search and find , what kind of background that need to cover . still our parliament members not talking about these kind of problem.they are taking nonsense . even United State (US) is facing this problem. Even Italy & other European countries , what about sri lanka?? hence , DIPD product has more potential towards future. Even Vaccine Found , we are not safe , hence better to follow other govt recommended procedures.

stockback · **314** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:29 pm

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කොටස් වෙළඳපොළ2020 wrote:

guys buy ABL. ABL share will rocket....

stockback · **315** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:38 pm

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more than three years take to fully vaccinate.

we have a lot of practical issues. transportation, storing, vaccinating

me vedio eka karana mahaththayata ewa therenne naha.

US and China Trade war, eka gana kisima idea ekak naha.

after solving the Covid issue then start a trade war against China. believe me, that is politics.

EXpo wikunala ABL gamu ethakota hariyai...

stockback · **316** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 10:59 pm

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stockback · **317** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 11:01 pm

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kotas welandapola 2020 oyawa kohomath me aurudden passe expier

me artical ekawath abalala therum ganna

Equityinvestor · **318** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 11:38 pm

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stockback wrote:kotas welandapola 2020 oyawa kohomath me aurudden passe expier

me artical ekawath abalala therum ganna

This was expected with the news that a huge number of CDS accounts were opened during this year. CSE now have people who buy shares even without knowing what the company does...There are FB groups where members ask 'Ai X share eka up wenne naththe'.

So anyone who can make videos and say something which seem to justify a price movement will get views and these new comers will blindly follow them without even looking at the company annual report.

suku502 · **319** Re: DIPD/HAYC/HAYL Sun Nov 15, 2020 11:39 pm

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stockback wrote:more than three years take to fully vaccinate.

we have a lot of practical issues. transportation, storing, vaccinating

me vedio eka karana mahaththayata ewa therenne naha.

US and China Trade war, eka gana kisima idea ekak naha.

after solving the Covid issue then start a trade war against China. believe me, that is politics.

EXpo wikunala ABL gamu ethakota hariyai...

i too agree with u , that is what i also wanted to emphasis. even developing countries (US ) also facing these problems transportation, storing, vaccinating.

roshan1039 · **320** Re: DIPD/HAYC/HAYL Mon Nov 16, 2020 6:38 am

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http://www.msn.com/en-xl/news/other/glove-demand-creates-path-for-rubber-farmers/ar-BB1aV7vF?ocid=st

suku502 · **321** Re: DIPD/HAYC/HAYL Mon Nov 16, 2020 8:40 am

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there is another thing, still vaccine founders have not proven the how loan it work to enhance the immune system of human beings. hence , even vaccinated, those who has to be followed the general prevention. this COVIED-19 will live us another 3 or 4 year or forever. that is my personal view. even funded Vaccine accuracy is 90% not the 95% or 99%, almost 10% remaining. let's see

subash81 · **322** Re: DIPD/HAYC/HAYL Mon Nov 16, 2020 10:57 am

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One more positive for HAYC and DIPD is GSP + benefit
Future look bright

subash81 · **323** Re: DIPD/HAYC/HAYL Mon Nov 16, 2020 10:35 pm

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Win Win wrote:

samaritan wrote:What is the sector PE for HAYC?

Hii Samaritan

As per the my memory, it should be 16.4 like that. (Same for DIPD)

DIPD & HAYC company PE's based on Annualized expected EPS's and current market prices are 3.6 ..

See the magic !! If we consider the sector PE, the Share prices for these valuable shares,

DIPD Rs.1,476 (50% is Rs.738)
HAYC Rs.1,784 (50% is Rs.892)
(Kindly let me know if I am wrong)

But, it will not be fully adjusted to Sector PE.. But at least 50%, More & More Appreciation of share prices !!

These are very valuable shares !! If Funds or HNWI will touch by understanding the future cash flows and business opportunities, these share prices will be adjusted 50% 60% of Sector PE.

I think, no late !! Can collect at reasonable price considering minimum target prices, Minimum 30% return only from Capital Gain !! These are good dividend paying companies !!

Current Market Prices are worth to these stocks !! Today, showed a good collection in DIPD / HAYC & HAYL as well !!

If HAYC / DIPD perform next 2Q similar to previous Q , then these target can achieve by next year

By the time HAYL will be around 600+

subash81 · **324** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 10:07 am

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Another good news for DIPD of they can secure at least small portion work from Top Glove

[size=40]Malaysia's Top Glove workers under stricter COVID lockdown: government[/size]

KUALA LUMPUR (Reuters) - The Malaysian government tightened movement curbs in an area where Top Glove Corp Bhd worker dormitories are located, to enable targeted coronavirus screenings on workers and residents as infections rise, the security ministry said on Monday.

The curbs, in effect from Tuesday until the end of the month, will affect 13,190 workers and close to 1,200 residents in Klang, about 40km west of Kuala Lumpur, Senior Minister of Security Ismail Sabri Yaakob said at a media conference.

"(This enforcement) will allow the Health Ministry to continue targeted screenings on workers and residents in the area," he said.

There had been 215 cases of the virus recorded in the area by Sunday.

Top Glove, the world's largest medical glove manufacturer, is also required to screen all workers at its local factory and all dormitories for workers at that factory, the minister said.

Top Glove said in a bourse filing it will seek clarification with the relevant authorities about the implementation of the curbs.

"Meanwhile, we will continue to adhere to COVID-19 preventive Standard Operating Procedures on a stringent basis. Disinfection exercises at our premises and accommodation are also conducted regularly, with all the necessary precautionary measures strictly in place," it said.

Top Glove did not immediately respond to a request for comment on whether production would be affected.

It first confirmed 17 employees tested positive for the virus almost two weeks ago out of a total 21,000 staff.

(Reporting by Liz Lee, editing by Louise Heavens, Kirsten Donovan)

drunkencub · **325** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 10:45 am

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Activated Carbon Market Expected to hit at a CAGR 10.8% from 2020 – 2026 With Global Industry Players- Osaka Gas Chemicals Co., Ltd.; Cabot Corporation; Kuraray Co., Ltd.; HAYCARB (PVT) LTD

https://illadelink.com/activated-carbon-market-expected-to-hit-at-a-cagr-10-8-from-2020-2026-with-global-industry-players-osaka-gas-chemicals-co-ltd-cabot-corporation-kuraray-co-ltd-haycarb-pvt-ltd/

Hairoos · **326** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 12:05 pm

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Why big fishes are not intresting in HAYC or DIPD?

subash81 · **327** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 1:00 pm

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Hairoos wrote:Why big fishes are not intresting in HAYC or DIPD?

DIPD close to 500,000 traded

Mr. X · **328** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 2:15 pm

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Dipd will bounce back to 400 soon...

judecroos · **329** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 2:32 pm

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Mr. X wrote:Dipd will bounce back to 400 soon...

100% sure target in a short time. Smile

Equityinvestor · **330** Re: DIPD/HAYC/HAYL Tue Nov 17, 2020 2:36 pm

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Hairoos wrote:Why big fishes are not intresting in HAYC or DIPD?

You think today's quantity was bought by haal massa?

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DIPD/HAYC/HAYL

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