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34 comment(s). Last comment by stock_investor at Aug 11, 2020 10:26 PM
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OTB
7775 posts

Posted by OTB > Aug 8, 2020 9:39 PM | Report Abuse

Posted by freetospeak > Aug 8, 2020 9:24 PM | Report Abuse

https://klse.i3investor.com/blogs/freetospeak/2020-08-08-story-h151161...

Pls support..another post by CiA team work.
----------------------------
Based on revenue = RM 1.055 billion.
PAT = 528 million.

Revenue Q4 2020 1055000
Operating expenses 353018
Finance cost -3,527
Share of profit 4575
Profit before tax 703,030
Income tax (24%) 168727
Profit after tax 534,303
Forex income 4,920
Total profit after tax (PAT) 539,223
Income distribute to owner (98%) 528438
Number of share issued 1360000
EPS Q4 2020 0.389
Using 71 million = 4.30
PAT = 528 million. The target price 31.98

Thank you.


superman_
191 posts

Posted by superman_ > Aug 8, 2020 9:40 PM | Report Abuse

Excellence example for all who are risk taker, and in return with great reward! We are not even in the risk for current glove stock extreme demand in global market!


andrew2020
35 posts

Posted by andrew2020 > Aug 8, 2020 10:00 PM | Report Abuse

Sifu Freetospeak & Sifu OTB, great work and many thanks.


see2sea
797 posts

Posted by see2sea > Aug 8, 2020 10:15 PM | Report Abuse

wow..CIA..respect your hardwork!


Goldberg
775 posts

Posted by Goldberg > Aug 8, 2020 10:50 PM | Report Abuse

A George Soros bet? Well, far from it. In fact I would regard it a safe bet. This is mainly due to 6 factors

1- Supermax's business model ie OBM- very high profit margin compared to the OEM model.
2- Supermax's ability to increase the ASP probably on a weekly basis.
3- Sell in forward and collecting 30-50% deposit to lock in sales. Apparently the lead time now is 12-15 months.
4- Glove are in short supply and the pandemic is spreading aggressively with no easing in sight.
5- Supermax's share price will be well supported by exponential growth in earnings for the next 4 quarters or so.
6.-Most scientists believe that Covid 19 will be around for a long time.

The projected PAT of RM475 is realistic.

A good article to mull over before the results are out on Monday.

Thank you CIA. Cheers!


Vairocana9999
203 posts

Posted by Vairocana9999 > Aug 8, 2020 11:05 PM | Report Abuse

Freetospeak Sifu, well well well, CiA, I love this abrev. Ha ha.

Thank you very much for your hard work and research.

Yes, more excellent quarters due to come for Super, for sure.


Kukuman
2172 posts

Posted by Kukuman > Aug 8, 2020 11:18 PM | Report Abuse

Good job! But I have a problem with revenue MYR1.055 bil. Good try!


BaconGuest
656 posts

Posted by BaconGuest > Aug 9, 2020 12:31 AM | Report Abuse

wow turnover spike over 50 degree steep....going to see price movement tomorrow in historic moment ...... well done CIA ......wakakakaaka !


Power1
107 posts

Posted by Power1 > Aug 9, 2020 5:34 AM | Report Abuse

Thank you sifu freetospeak and OTB.


Mr_Kiah
57 posts

Posted by Mr_Kiah > Aug 9, 2020 5:51 AM | Report Abuse

On 20 Jan 20 Monday, supermax price $ 1.31 (before the big jump in volume and price based on chart)

On 7 Aug 20 Friday, supermax share price $ 22.92


Multiplier = $ 22.92 / $1.31 = 16.8


2nd Qtr ending Dec 19 which announced 25 Feb 20 = RM 30.2 million

4th Qtr ending Jun 20 which announced 10 Aug 20 = RM 30.2 x 16.8


Minimum net profit = RM 507.4 million


Mr_Kiah
57 posts

Posted by Mr_Kiah > Aug 9, 2020 5:52 AM | Report Abuse

If under RM 507.4 million means below expectations


freetospeak
5608 posts

Posted by freetospeak > Aug 9, 2020 7:31 AM | Report Abuse

CLARIFICATION. I DIN POST THE below INFO. FAKE ID.

What will be the main points of SUPERMX August EGM?

1. Shift to 100% OBM
2. Non-refundable contracts (in the event of acts of God or sudden vaccine completion)
3. Penetration to other health industries (vaccine development among others)
4. Implementation of Q4 Dividends AND Bonus Shares (to be distributed together)


stocktrade101
710 posts

Posted by stocktrade101 > Aug 9, 2020 8:08 AM | Report Abuse

You better be right about supermax earnings, otherwise your name will go down in infamy.


stock_investor
512 posts

Posted by stock_investor > Aug 9, 2020 8:30 AM | Report Abuse

Agree stocktrade101. Haha u either become legend or masuk longkang.


inPeace
413 posts

Posted by inPeace > Aug 9, 2020 8:41 AM | Report Abuse

Good job freetospeak. I don't expect it to be perfect as nobody has a magical crystal ball but your assumption, projection and conclusion based on current data is good enough. Tqvm


Kukuman
2172 posts

Posted by Kukuman > Aug 9, 2020 9:49 AM | Report Abuse

Posted by Kukuman > Aug 9, 2020 9:44 AM | Report Abuse X

Let do a survey on profit for coming qtr result. See who has the balls to put their name here

1)MYR200mil
a)
b)
2)MYR300mil
a)
b)
3)MYR400mil
a)
b)
4)MYR500mil
a)
b)
5)MYR600mil
a)
b)
6)>MYR700mil
a)Kukuman
b)


freetospeak
5608 posts

Posted by freetospeak > Aug 9, 2020 9:53 AM | Report Abuse

Kukuman...i pm u also no respond...lol


freetospeak
5608 posts

Posted by freetospeak > Aug 9, 2020 9:57 AM | Report Abuse

Kukuman...if result come out 750m...u still need godson or not...


kytan
2785 posts

Posted by kytan > Aug 9, 2020 10:34 AM | Report Abuse

Good job freetospeak. Below few data can support u.
https://www.magzter.com/article/Newspaper/The-Philippine-Star/World-Using-129-B-Disposable-Masks-65-B-Gloves-Monthly the world shortage 7 month of glove

And
https://importkey.com/i/supermax-healthcare-inc current Q sHipment is bigger than sum of last 3 Q to US


supersaiyan3
2577 posts

Posted by supersaiyan3 > Aug 9, 2020 11:16 AM | Report Abuse

Freetospeak, well written.

For those who can get (project) 3x (2.36x to be exact) turnover, really zzz

Joe Biden syndrome?


Goldberg
775 posts

Posted by Goldberg > Aug 9, 2020 11:47 AM | Report Abuse

Supermaxx shipment to USA increased by > 100% - Q on Q.
Q4 turnover may be double or more - Rm1,055 mil turnover does hold water.
Pls refer to link below.
----------------------------------------------
https://importkey.com/i/supermax-healthcare-inc


inPeace
413 posts

Posted by inPeace > Aug 9, 2020 12:32 PM | Report Abuse

Posted by Kukuman > Aug 9, 2020 9:44 AM | Report Abuse X

Let do a survey on profit for coming qtr result. See who has the balls to put their name here

1)MYR200mil
a)
b)
2)MYR300mil
a)
b)
3)MYR400mil
a)
b)
4)MYR500mil
a)inPeace
b)
5)MYR600mil
a)
b)
6)>MYR700mil
a)Kukuman
b)


Goldberg
775 posts

Posted by Goldberg > Aug 9, 2020 12:39 PM | Report Abuse

Posted by Kukuman > Aug 9, 2020 9:44 AM | Report Abuse X

Let do a survey on profit for coming qtr result. See who has the balls to put their name here

1)MYR200mil
a)
b)
2)MYR300mil
a)
b)
3)MYR400mil
a) Goldberg-428m
b)
4)MYR500mil
a)inPeace
b)
5)MYR600mil
a)
b)
6)>MYR700mil
a)Kukuman
b)


PZOGRO
742 posts

Posted by PZOGRO > Aug 9, 2020 1:24 PM | Report Abuse

Posted by Kukuman > Aug 9, 2020 9:44 AM | Report Abuse X

Let do a survey on profit for coming qtr result. See who has the balls to put their name here

1)MYR200mil
a)
b)
2)MYR300mil
a)
b)
3)MYR400mil
a) Goldberg-428m
b)
4)MYR500mil
a)inPeace
b)
5)MYR600mil
a)
b)
6)>MYR700mil
a)Kukuman
b)Pzogro:838m


katsul51
91 posts

Posted by katsul51 > Aug 9, 2020 4:24 PM | Report Abuse

et do a survey on profit for coming qtr result. See who has the balls to put their name here

1)MYR200mil
a)
b)
2)MYR300mil
a)
b)
3)MYR400mil
a) Goldberg-428m
b) Katsul51- 455M
4)MYR500mil
a)inPeace
b)
5)MYR600mil
a)
b)
6)>MYR700mil
a)Kukuman
b)Pzogro:838m
09/08/2020 1:24 PM


pedang
188 posts

Posted by pedang > Aug 9, 2020 5:48 PM | Report Abuse

comparing to hartalega qr.. anything 300m++ just ok 4me


stocktrade101
710 posts

Posted by stocktrade101 > Aug 9, 2020 6:33 PM | Report Abuse

I say it matches consensus estimate.


Targeted
1458 posts

Posted by Targeted > Aug 9, 2020 11:38 PM | Report Abuse

???


moneykj
5631 posts

Posted by moneykj > Aug 10, 2020 1:28 AM | Report Abuse

Gloves and covid 19?
I already converted my Notion to Gold related Orion, high share transaction beneficiary counter Eforce and possible rto Media.


freetospeak
5608 posts

Posted by freetospeak > Aug 10, 2020 7:45 AM | Report Abuse

Above is fake news..


luckmaxima
12 posts

Posted by luckmaxima > Aug 10, 2020 10:56 AM | Report Abuse

Anyone have info when is the date bonus 1-1?Tq


zzzz52
99 posts

Posted by zzzz52 > Aug 10, 2020 8:55 PM | Report Abuse

kudos to CIA.


sensonic
421 posts

Posted by sensonic > Aug 10, 2020 10:07 PM | Report Abuse

STRANGE , NOW BURSA ONLY ISSUE UMA ON LIMIT UP COUNTERS


stock_investor
512 posts

Posted by stock_investor > Aug 11, 2020 10:26 PM | Report Abuse

Supermx supposed to earn 520m this quarter but did not include 120m this quarter. Next quarter will be explosive earnings btw 800m to 900m.

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