Koon Yew Yin's Blog
EPS comparison of 4 largest glove companies - Koon Yew Yin
Koon Yew Yin
Publish date: Tue, 05 Jan 2021, 09:15 PM
Koon Yew Yin
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An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.
All materials published here are prepared by Mr. Koon Yew Yin
All materials published here are prepared by Mr. Koon Yew Yin
Today all the glove stocks rebounded. Investors should be interested to see the EPS and share prices of the 4 largest glove makers for comparison so that they can select the best stock to buy.
Among all the stock selection criteria such dividend yield, cash flow, NTA, debt etc the most powerful catalyst to push up share price is EPS growth rate.
For example, currently most of the property companies are selling below their NTA even though they may have healthy accounts. The share prices of property companies remained depressed because they do not have profit growth prospect. As you can see, there are so many unsold properties everywhere.
When an investor buys a stock, he expects to earn from share price increase and dividend. As almost all the listed companies do not give out more that 5% per annum, he can only make profit if the share price goes up. The share price can only go up if the company continues to report increasing profit. Supermax has gone up the most because it has the best profit growth rate.
Name latest price up EPS Quarter ending
Top Glove Rm 5.72 +22sen 29.64 Nov
Hartalega Rm 10.62 +12sen 15.95sen Sept
Kossan Rm 4.05 +11sen 13.6sen Sept
Supermax Rm 5.86 +35sen 30.58sen Sept
Supermax reported EPS 30.58 sen for 1st quarter ending September. It made 100% more than its previous quarter. Supermax profit for its 2nd quarter ending December should be another new record high. The company will report its 2nd quarter result in Mid-January.
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Discussions
Be the first to like this. Showing 20 of 20 comments
Dear Koon Yew Yin,
Why focus on a stock where you know for sure the profits and selling prices will go back to pre-pandemic levels...it doesn't matter if its this year or next...and where the longer you hold, the closer we get back to normalcy and the lower the value...
Where something that sold for USD 20 is now sold for USD 200 with no fundamental change - gloves are still gloves, they cant make you fly - and where supply is unlimited, you can keep making them - unlike land which is finite...
My sincere advice is to switch to recovery stocks, top pick Genting Berhad. FA, TA/Chart are all aligned. Its still early days and if you get in now I'm sure you can make back what you have foregone in Supermax and Top Glove
Sincerely,
EMSVSI
2021-01-05 22:01
Looks like a bear trap. The glove stocks are in downtrend mode. Never catch a falling knife regardless of how good earnings are in the short term. It won't last as their ASPs were mediocre before the pandemic. It will retrace once the vaccine is distributed and given within the next 12 months. Gullible traders got carried away thinking the party will last forever.
2021-01-05 22:07
Supermx will shoot up soon. so are the rest of the well known glove stocks.
2021-01-06 07:54
Posted by emsvsi > Jan 5, 2021 10:01 PM | Report Abuse
Dear Koon Yew Yin,
Why focus on a stock where you know for sure the profits and selling prices will go back to pre-pandemic levels...it doesn't matter if its this year or next...and where the longer you hold, the closer we get back to normalcy and the lower the value...
This paragraph sums up all - the disconnect between profit n price as markets are never rational since day 0.
2021-01-06 09:56
Time to take profits from gloves
Already up 500% to 2,000%
Enough loh
Now Fcpo Jan 2021 going to world record high of Rm4000
Palm oil will take over from glove now
2021-01-06 10:47
Now where got up 500% to 2,000%?? Kossan & Harta now up 100% only. Top glove around 300% and Supermx around 1,000%
2021-01-06 16:52
Buying stocks is based on opportunity cost..you buy into weakness and sell on strength...it is not that the glove stocks are not good it is that there are better alternatives when it comes to investing. we are talking about investing and not discussing gloves in perspective, hope this is clear to you?
Long term economics of glove stock undeclared: you buy something when it is useful to other people, investing is not about eps because eps already factored into share price or blown out of proportion. you buy something because you expect business to grow because of other factors outside the company. The company can grow and grow but this should not be the account for you to buy its shares. business growth comes from outside company not the company's own growth (not the company's own business expansion), you get this clear or not.
For the gloves to experience forever growth: it means you are predicting the pandermic to go out of hand..... that the pandermic situation will go out of control (business growth depend on development outside the company and not the company's own factories' growth). this is less lightly to happen because our life is going to go back to normal not in the same way like before of course.
2021-01-06 22:17
Posted by gladiator > Jan 6, 2021 4:52 PM | Report Abuse
Now where got up 500% to 2,000%?? Kossan & Harta now up 100% only. Top glove around 300% and Supermx around 1,000%
HAHAHAHAHA!!!
Calvin bought Supermax at Rm1.73 and sold above Rm18 for 1,000% gain
Bought Supermax C87 at 34.5 sen & SOLD ABOUT RM7.00 FOR OVER 2,000% GAIN!
2019 WAS OGSE BULL RUN
2020 MEDICAL GLOVE SUPERBULL
2021?
PALM OIL BULL RUN OF COURSE!!!
SUCCESS BEGETS SUCCESS!!!
2021-01-06 22:23
This gloves does not have new role in people's life..how growth outside company going to come. electric cars is car transformation...petrolium is the amount of car on the road...see it all depends on factors outside the company to determine whether we buy a stock or not. The stock itself...whether selling gloves or what it is eps is not really a matter to consider for buying a stock for an investors because we are investors and not doctors who do the innoculations for people..we are investors not doctors. common, please don't mislead people especially when you are malaysia's stock icon like warren buffett of malaysisa.
2021-01-06 22:23
in brief....The two situations: 1. you need pandermic patients to grow forever, this is not going to happen because by then we all already kena ourselves.. . what for we need to buy any more stocks right. 2. new role for gloves..you can not wear gloves on your legs or not on your head...that is called condoms. even condoms experience stagnation because you can not find new roles for condoms.
The conclusion....This is called junk bonds especially they issues so much shares to dilute the company's existing net assets per share. please dont ask people to buy junk bonds.
2021-01-06 22:36
Sifu PureBULL
TIME HAS COME FOR YOU TO RIDE ON THE UPCOMING PALM OIL SUPERBULL
MATTER OF TIME CPO WILL OVERTAKE ALL TIME HIGH OF rm4,321 OF YEAR 2008
2021-01-07 05:42
TG 28 factories just resume operation. If Tan Sri said the impact of 1 month partial shutdown to the Revenue and profit in AGM? Will today EPF selling again due to political unstable?
2021-01-07 06:44
Fintec's EPS is 34 sen better than top glove 29.64, so Fintec is very much undervalue.
2021-01-07 19:55
Now glove stock come back lo..cheap that time dun want to buy? Pandemic out of control in many countries already. Have to face reality la..Like it or not no one know haw many times virus will mutate you want wait TOP 4 up 10% only buy meh. Palm oil already all time high still chase for what?
2021-01-08 18:34
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Keep on promotion his own portfolio of Supermx
2021-01-05 21:23