 | Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 18, 2020 4:49 PM | Report Abuse ------------------------
@freetospeak Aug 17, 2020 9:52 AM | Report Abuse
墙倒众人推， 强起众人追。。。 time will come...
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厉害 !
师傅预言只一天便实现了！
哈哈哈.......................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 18, 2020 3:10 PM | Report Abuse -----------------------
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哈哈哈...................
“叫卖”师傅全“打包” ？
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 14, 2020 5:06 PM | Report Abuse ---------------------
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哈哈哈........................
i 3 真奇怪,
师傅也山寨 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 11, 2020 10:44 AM | Report Abuse ------------------------
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" Your objective in stock market is not just to be right but to make big money when you are right. It never is your thinking that makes big money. It's your sitting. Investors who can be right and sit tight are rare. It take time for a stock to make a large gain. "
-- Jesse Livermore
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 10, 2020 11:20 AM | Report Abuse --------------------------
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"赚到大钱的诀窍不在于怎么思考，而在于能安坐不动，坐着不动！明白吗？在股票这行，能够买对了且能安坐不动的人少之又少，我发现这是最难学的."
--杰西利弗莫尔
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| Aug 7, 2020 2:29 PM | Report Abuse 原来如此 ! |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 7, 2020 10:58 AM | Report Abuse -----------------------
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为何市场先生只聚焦於神奇速柏马的业绩 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 6, 2020 3:05 PM | Report Abuse -------------------------------------
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Riverstone share price after result announcement also can up more 8%.
Supermx xiao liao.......................
您细品 ！再细品 !
哈哈哈................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 5, 2020 5:05 PM | Report Abuse --------------------------
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哈哈哈……………
连市场先生也聚焦於神奇速柏马的业绩 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 3:51 PM | Report Abuse -------------------------------
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"两岸猿声啼不住 ，
轻舟已过万重山。”
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 3:34 PM | Report Abuse Posted by freetospeak > Aug 4, 2020 3:30 PM | Report Abuse
i count until so detail so conservative still so many ppl never c my blog i think...think i3 not many visitor ah...
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Thanks sifu freetospeak !
Many people read, but they don't believe.
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 3:24 PM | Report Abuse ----------------------------
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哈哈哈……………
神奇速柏马, 一骑绝尘....................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 3:04 PM | Report Abuse ---------------------------
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业绩走漏风声之日，即是股价暴涨之时！
场外观望，场内博杀，悉听尊便。
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 2:59 PM | Report Abuse ---------------------
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业绩若出，谁与争锋 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 2:39 PM | Report Abuse ---------------------------
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Coming November Supermx will include in KLCI ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 4, 2020 10:26 AM | Report Abuse Will supermx overtake harta in share price ?
Mr.Market is telling harta 1q is less than 4q Supermx results ? |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 3, 2020 3:16 PM | Report Abuse ------------------------
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哇！
一转眼间...................
这么快地基已打牢，来建高楼咯！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 3, 2020 10:07 AM | Report Abuse ---------------------
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业绩若出，谁与争锋 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 3, 2020 9:45 AM | Report Abuse --------------------------
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地基打牢，再建高楼！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Aug 2, 2020 11:23 AM | Report Abuse zzzz52 Guys, I have been looking at CIMB research on UG healthcare and there is a section where there is a peer comparison between all the glove company including SUPERMAX.
https://research.sginvestors.io/2020/07/ug-healthcare-2hfy20-preview-c...
The FY20 estimate from them for SUPERMAX as below:
Revenue : 2.5B
Gross Margin : 46%
Operating EBITDA Margin : 30.6%
Operating EBIT Margin : 28.3%
Net Profit Margin : 28.2% (709.8M)
This means that they forecast the coming Q4(endJun'20) net profit = 709.8 - 24.7 - 30.2 - 71.1 = 583.8M
This is something for our reference.
And for FY2021, their forecast is even higher:
Revenue = 4.4B
Net profit margin : 49% ( 2.2B)
02/08/2020 1:13 AM
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CIMB 正在为Supermx提高目标价做准备 ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 30, 2020 12:48 PM | Report Abuse -------------------------
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午餐时间，炒碟冷饭...............
与您共享.........
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谣言满天别乱听，
要对业绩有信心。
手套股已变黄金，（*）
到时数钱手抽筋。（#）
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*出处: * CIMB analyst report 21 May 2020 “Glove is ‘gold’ due to Covid-19”
# From freetospeak sifu “数钱数到手抽筋” |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 28, 2020 2:39 PM | Report Abuse ---------------------
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No more handle ?
It turns out to be a flag ?
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 27, 2020 12:24 PM | Report Abuse --------------------
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Kossan price moving is due to analysts briefing( conference call ) last Saturday( 25 Jul ) ?
Several broking house ( CIMB, Maybank, UOBKH, HL... ) re-rated the target price.
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 26, 2020 9:40 AM | Report Abuse -----------------------
星期天....................
来些轻松的打油.........................
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谣言满天别乱听，
要对业绩有信心。
手套股已变黄金，（*）
到时数钱手抽筋。（#）
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*出处: * CIMB analyst report 21 May 2020 “Glove is ‘gold’ due to Covid-19”
# From freetospeak sifu “数钱数到手抽筋” |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 24, 2020 12:26 PM | Report Abuse @Vairocana9999 24/07/2020 11:57 AM
你说到点子上了！
高人一出手，果然不同。嘿嘿！
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哎唷！
我不是什么高人或师傅啦。
我只是一介小股民罢了。
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 24, 2020 11:34 AM | Report Abuse --------------------
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"If chart is a high, tight flag pattern, volume dry-up is a good sign."
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 24, 2020 11:21 AM | Report Abuse -----------------------
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人情冷暖，世态炎凉。
小丑背后的心酸有谁知道啊?
闷声发大财才是正道！
哈哈哈..................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 23, 2020 7:47 AM | Report Abuse @freetospeak sifu
Thanks ! |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 23, 2020 7:17 AM | Report Abuse @freetospeak sifu
这么说来4q PAT 预测少于500m 是否保守了点？ |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 22, 2020 10:21 AM | Report Abuse ---------------------------
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After the bonus issues looks like the only catalyst for price movement is the announcement of q results.
Supermx’s q result will call the shots.
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 22, 2020 8:45 AM | Report Abuse ————————
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今天Maybank 再提高TG目标价，
水涨船高？.....................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 22, 2020 8:32 AM | Report Abuse Posted by freetospeak > Jul 22, 2020 7:56 AM | Report Abuse
天之道 损有余而补不足 是故虚胜实 不足胜有余.
Sometime its good to be second best or third best.
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安危在是非，不在於强弱。
存亡在虚实，不在於众寡。
质与量，孰优孰劣 ？
师傅是道中人？
哈哈哈.......................................
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| Jul 21, 2020 4:07 PM | Report Abuse ---------------
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业绩出炉之日，即是股价暴涨之时！
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| Jul 21, 2020 2:51 PM | Report Abuse ------------------
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业绩早些公布，
结果便知分晓。
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 21, 2020 8:45 AM | Report Abuse Posted by freetospeak > Jul 21, 2020 8:39 AM | Report Abuse
yahoo128...this calculation already factor in the bonus issue eps n tp.
This is a ex bonus scenario base on current market price.
If Tg 7.6 b share make 4 bil profit as estimated by cimb for fy21
4/7.6b= 52.6 sen
Tg pe 25 (5 yrs mean) = rm13.15
From (24.82/3) 8.27 to 13.15 = 37%
super can make minimum 70% of tg 4b (base on h1n1 history of 70% to 90%)
2.8b /2.6 b= 1.07eps ,pe 15(5yrsmean) = rm16
From (18.4/2) 9.2 to 16 = 74%
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What if supermx is in KLCI end of the year ?
PE 15 ? |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 20, 2020 1:31 PM | Report Abuse Posted by freetospeak > Jul 20, 2020 8:13 AM | Report Abuse
To fetch a higher market cap comparable to tg n harta( 38% now),supermax need
1. Comparable proftabilty n margin to tg n harta.(70% to 90% or more )
We will c in nex qtr.
2. Comparable dividend payout policy.
This one a bit lacking.but with better profitabilty it shld improve.
3. Comparable liquidity.
Can be solve with more bonus issue incoming expected.
4. Comparable size n caps.
Super will close up the gap with harta in 2022 with further expansion.
Expanding in caps turn aggressive after bumper qtr n years of obm network expansion.
5. Better appreciation of OBM advantage.
We c more attention n value appreciation in progress now. All skepticism will be crushed with bumper profit.
6. Klci compent index.
Condition has been met and believe end of year will be indexed.
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神预测啊 !……………
这将全都一一实现………………
真的佩服@freetospeak师傅！
不得不五体投地啊！
你将造就多少个百万，千万富翁啊！
哈哈哈.....................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 19, 2020 9:32 PM | Report Abuse ----------------------
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只要开场破了RM17.80 速柏马就一路狂奔............
终点在哪？
由市场先生说了算。
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 19, 2020 10:11 AM | Report Abuse freetospeak My target for fy2021 is at least 3 billion ...not 2 billion.2 billion is based on cimb humble estimation.how can supermax only earn 500m per qtr so low..lol.. If tg 2021 profit estimation is 4 billion...supermax at least 70%(h1n1 ratio is 70 to 90%) which is 3 bill. 4 billion for super is also possible.
19/07/2020 7:14 AM
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哇！
一年净赚30亿是什么概念？
PE10 RM22.00
PE15 RM33.00
一年净赚35亿是什么概念？
PE10 RM25.73
PE15 RM38.60
我这个小股民可买不起咯…………
如果年底再进入了KLCI……………
那只能由基金经理玩了……………
我这个小股民可要望股兴叹啊！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 18, 2020 6:43 PM | Report Abuse Posted by freetospeak > Jul 18, 2020 5:58 PM | Report Abuse
Ntpboon..thank you...不敢当。您才是真人不露相.有门路记得关照小弟。
Now CIMB analyst raised q4 forecast PAT to RM356m !
本来是多少?。original is how much?
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你是谦虚的真师傅，我是小股民，哪有门路。
CIMB last report q4 PAT was RM328.9M.
In latest report q4 increased to RM356M.
But in FY21 the analyst increased PAT from RM847.2M to RM1497M.
Possible or too low? Seeking your views.
Thanks !
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 18, 2020 11:12 AM | Report Abuse ------------------------------
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真的佩服@freetospeak师傅！
Now CIMB analyst raised q4 forecast PAT to RM356m !
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many thanks @freetospeak.for the figures)
1.80 with profit 30 million (QTR 2)
rise to
4.30 with profit 71 million (QTR 3) 2.38x
rise to
16.00 with expected profit 71 x 3.72 = 264 mil (QTR 4) 3.72x
18.00 with expected profit 71 x 4.18 = 297 mil (QTR 4) 4.18x
20.00 with expected profit 71 x 4.65 = 330 mil (QTR 4) 4.65x
22.00 with expected profit 71 x 5.11 = 363 mil (QTR 4) 5.11x
24.00 with expected profit 71 x 5.11 = 396 mil (QTR 4) 5.58x ( Q4 is expected @ 380 mil)
26.00 with expected profit 71 x 6.04 = 429 mil (QTR 4) 6.04x
28.00 with expected profit 71 x 6.51 = 462 mil (QTR 4) 6.51x |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 18, 2020 10:54 AM | Report Abuse -----------------------
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CIMB分析员大笔一挥把目标价从RM12.80提高至RM19.60，
看来下星期一速柏马将再次狂奔啊......................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 17, 2020 4:43 PM | Report Abuse -----------------
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哈哈哈……………
神奇速柏马 一骑绝尘...................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 17, 2020 4:19 PM | Report Abuse -----------------------
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小心业绩随时出炉咯！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 17, 2020 12:21 PM | Report Abuse Stock: [SUPERMX]: SUPERMAX CORP BHD
Jul 17, 2020 8:21 AM | Report Abuse
Dun need worry about tg, they will take care of themselves.meanwhile others will be safe due to topglove,becoz setting an example is enuff.they wont kill themselves with further banning of other glove company. If u know the real reason why tg is targetted ,u wont worry for others. So jus relax n do some shopping today to earn money for your wife shopping soon.
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哈哈哈……………
If you love your wife, money drop from sky ！
真师傅也！ |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 17, 2020 12:08 PM | Report Abuse --------------------------------
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"The Stock Market’s Great Paradox :
What seems too high in price and risky to the majority usually goes higher eventually, and what seems low and cheap usually goes lower."
--- William J.O’Nell
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 15, 2020 8:45 PM | Report Abuse freetospeak Henry..tp depends on qtr 4 result. Heres some reference.
1.80 with profit 30 million (QTR 2)
rise to
4.30 with profit 71 million (QTR 3) 2.38x
rise to
16.00 with expected profit 71 x 3.72 = 264 mil (QTR 4) 3.72x
18.00 with expected profit 71 x 4.18 = 297 mil (QTR 4) 4.18x
20.00 with expected profit 71 x 4.65 = 330 mil (QTR 4) 4.65x
22.00 with expected profit 71 x 5.11 = 363 mil (QTR 4) 5.11x
24.00 with expected profit 71 x 5.11 = 396 mil (QTR 4) 5.58x
26.00 with expected profit 71 x 6.04 = 429 mil (QTR 4) 6.04x
28.00 with expected profit 71 x 6.51 = 462 mil (QTR 4) 6.51x
30.00 with expected profit 71 x 6.97 = 495 mil (QTR 4) 6.97x
15/07/2020 7:58 PM
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Thanks sifu freetospeak for above estimation.
This numbers tell me that those who sold yesterday were expected q4 profit will be less than 300m.
Will q4 profit exceed 300m ?
Let see..........拭目以待.............. |
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 14, 2020 6:32 PM | Report Abuse ———————-
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一口气弥补了两个跳空缺口！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 14, 2020 9:53 AM | Report Abuse -------------------------
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尝尝.............
让盈利奔跑的滋味 ？
紧张！
刺激！
痛快！
难受！
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 13, 2020 5:13 PM | Report Abuse -------------------
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哈哈哈……………
神奇速柏马.............................
一骑绝尘..................................
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| Stock: [SUPERMX]: SUPERMAX CORP BHD Jul 13, 2020 9:36 AM | Report Abuse --------------------------
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业绩走漏风声之日，即是股价暴涨之时！
场外观望，场内博杀，悉听尊便。
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