Tuesday, January 11, 2011

TopGlove vs Hartalega

这贴其实是为了一位好友不停地问我,可不可以买 topglove 而写的。我的立场很清楚,如果要买手套股,Harta 始终是最好的选择。









4 comments:

剑圣 said...

What your comment on Latexx Partner?

Ohaiyo said...

No comment as I never look at it before.

Chin Tat said...

I wonder why you said "如果要买手套股", do you think glove sector, is not worth a buy at this moment..If so, what is the reason? over valued? over supply in future?

Cause i am thinking to switch out my losing zhulian to harta..

I am only holding 1 lot harta now.

Thanks for your sharing..

Ohaiyo said...

Actually it is very subjective. Depends on what is your objective. The reason why I will not buy glove stock are:
1. Normalized demand
2. Strong currency
3. Latex price
4. Overall market condition is bullish

So, even I personally think that Harta is under value, but it is not the right time for me to buy. I would rather put my money in house loan to knock off interest until the overall market condition become more favorable.