whining & bitching...really?

Not sure why it seems to hurt you a lot.....

when we are advocating more caution

Wait till our Health DG....experience the new mutated virus "D614G"...

fits his name well


Posted by GoldenHarvest1 > Jul 5, 2020 6:42 PM | Report Abuse

Malaysia managing this virus much much better than even US, UK & most European countries.

I can see almost all of these declarations of 'successfully contain' is due to economic pressures imposed by the vested parties....

The DG's rationality can be easily influenced to make actions with disastrous implication...

https://www.nst.com.my/news/nation/2020/06/601902/health-dg-travel-bubble-talks-still-very-early-stages

PUTRAJAYA: Malaysia is in the "very early" stages of discussion on the implementation of a 'travel bubble' with six countries which have successfully contained the Covid-19 outbreak.

................

'successfully contained' ? What logic or basis for coming up with such a statement?

Have they forgotten it only takes 3 months for cases to explode from 100 per day to 200,000?

I hope Malaysia will take cue from whats happening at Australia...


https://www.theguardian.com/world/2020/jul/05/explosive-potential-victoria-sends-500-police-to-contain-coronavirus-in-public-housing-high-rises

‘Explosive potential’: Victoria sends 500 police to contain coronavirus in public housing high rises

Australia was having counts below 10 for quite a period...and then BANG!

https://www.worldometers.info/coronavirus/country/australia/

Our health minister start talking about Green Bubble with New Zealand...

Dont be a piece of joke later....

Ok, glad to hear that sifu OTB. Thank you so much..

If that is the case...why should market cap to earnings be treated differently between TG & Super?

Its not that OBM margin is not sustainable and only OEM is

will super ever switch back from OBM to OEM? I could not find any possible reason for that to happen in the future...

can the OBM margin be ever lesser than 2 x the OEM margin?

would retail margin be any lesser than factory margins?

I am not sure about TG hitting TP of RM 30...

but i am pretty sure Super has potential to hit 3 x 6.8 cents on coming Q4

will the price of super hit RM 9.40 x 3 = RM30 then?


Posted by probability > Jul 4, 2020 7:49 PM | Report Abuse X

latest qtr TG EPS = 13.59

Price of Super / TG = 9.4/18.5 = 0.50

This means market is expecting coming EPS of Super :

= 0.50 * 13.59
= 6.8 cents

..........

Do you all think Super cannot beat 6.8 cents in Q4?

Where do you all want to put more weight....?

u decide

if you see the cases now - especially southern U.S (arizona, florida, california, texas) + Mexico + Brazil....the cases are mind - boggling

.....

i like the below video very much:

Posted by Miyamoto Musashi > Jul 4, 2020 2:46 PM | Report Abuse

Enjoy....

https://www.youtube.com/watch?time_continue=6&v=Qwoj3LA9pOI&feature=emb_logo

latest qtr TG EPS = 13.59

Price of Super / TG = 9.4/18.5 = 0.50

This means market is expecting coming EPS of Super :

= 0.50 * 13.59
= 6.8 cents

..........

Do you all think Super cannot beat 6.8 cents in Q4?

Where do you all want to put more weight....?

u decide

ha ha...very sharp sifu Target...

very accurate at hitting Target! Nailed it!

Posted by Targeted > Jul 4, 2020 7:17 PM | Report Abuse

The interesting question is wether Supermax Q4 is better than TG Q3, only 1 month difference!, rather than 2 months with Q4 and Q4.

@OTB, if possible please share to us all if you receive info when supermax will release its results...

yes... earnings for the same period...due to OBM, super may surprise us all i guess

Posted by Targeted > Jul 4, 2020 7:03 PM | Report Abuse

Cant hv fair competition cause TG will hv included in Q4 later months with higher ASP

totally agree...thick skin liao

Posted by Targeted > Jul 4, 2020 6:48 PM | Report Abuse

.
Early birds should remember the sifu who started encouraging people to sell Supermax at rm3. 20 and buy Omesti!

Now big mouth again!!!!

palm oil had the competitive edge given by the Malaysian soil, so it deserved higher taxation when making supernormal profits.....

they are 'benefiting from the country' and such deserve to reward back to the country

on the other hand...glove makers are 'benefiting from foreign countries'!

as such, there is big difference here
..........................

if you do that to gloves....since its nitrile gloves that is gaining advantage (non dependent on latex)... our glove makers will move elsewhere...what stops them from making it big in Thailand?

since some institution/funds can only buy after the earnings are released..

surely they are not happy to see the price gaining much ahead of the announcement

the nearer it gets to Supermax earnings announcement...you will see more and more such desperate news...

and.....even before the earnings are announced?

isn't it more rational to tell that after 2 or 3 consecutive mind blowing earnings...?

calm down, it means certain parties feel they have not accumulated enough...

TheStar now reporting speculative news....are they really running out of news with substance? LOL!

yeah..i guessed so...good that you had headed to his advise...

wish you even better return for the second half of the year

walao...pjseow, you also here? Fantastic...

thanks to OTB, recovered all the loss in JAKS

IB waiting for results...before they can give new TP...

@free...the only problem sharing in forum with a lots of commentators is...within a few hours you yourself cannot find what you shared...

it gets drowned easily and forgotten...LOL!

anyway....IB is there to share all their TP...

Post removed.Why?

looks like the world will never be how it used to be....it will never be the same again...

god knows what other animals can be infected.... hope not chickens..

aah....you are right!

how a self absorbed human i have been...only thinking from my angle...

If a mink can be infected...and we also heard transmission via frozen salmons in china....this means its really going to be tough eradicating this virus....



Posted by freetospeak > Jul 3, 2020 5:35 PM | Report Abuse

probability...poor mink kena covid from human i think...y blame the mink...

all animal handling will be with gloves then.....

Dutch report new coronavirus infection on mink farm

https://www.deccanherald.com/international/world-news-politics/dutch-report-new-coronavirus-infection-on-mink-farm-856505.html


The Netherlands first reported in April that two mink farms had been infected with the Covid-19 disease. At least two workers were also infected in what the World Health Organization said could be the first known animal-to-human transmissions.

........


Walao eh...this is scary news...can infect from life animal to human!!

charlest...been very busy with office work....had been having a lot of private conversation with sifus like freetospeak, chief ...in i3

you one man enough to brighten supermax forum

TQ

charlest 6 sense + freetospeak insider sense + OTB TA sense....all pointed on the same direction

seeing above, one only need common sense...not to miss it.

hippopotamus also in i think

Since the demand in U.S is overwhelming, i believe the next action from Supermax (after 95% to OBM, where almost half of this OBM is external distributors) will be to divert all 100% if its OBM to OWN Distributors like Supermax Corporation US.

This way every single profit achievable till end of supply chain will get into Supermax pocket.

At current scenario in U.S, this is definitely possible.

The Virus Will Win

JUNE 12, 2020

https://www.theatlantic.com/ideas/archive/2020/06/virus-will-win/612946/

According to a forecasting model by Morgan Stanley, the number of American cases will, if current trends hold, roughly double over the next two months.

But neither the impact of mass protests over police brutality nor the effect of the recent reopening of much of the country—including the casinos in Las Vegas—is reflected in the latest numbers. It can take at least 10 days for people to develop symptoms and seek out a test, and for the results to be aggregated and disseminated by public-health authorities.

just copy paste and send by email now.....not even 5 sec!

unless you want to buy first tomorrow morning

Silent supermax investors, kindly do your part:
...............................................


REQUISITION TO MOVE AND VOTE FOR EARLY REPORTING OF THE Q4 FY 20 TO JULY 202O INSTEAD OF AUGUST 2020



I, ____________ Malaysia Identity Card Number: __________ holder of SUPERMAX share (Co-requisitors of no less than 50 voting members) hereby request as per the following:

1. To approve an earlier than usual reporting of Q4 FY 20 results to July instead of August. This is done in the interest of making the market realize earlier the potential implications of the Covid 19 pandemic on Supermax share valuation.

Please kindly acknowledge received of my official notice of requisition by an acknowledgment return email.



Thank you



Yours Sincerely,

Name:

....................................

Send to email: corporate-at-supermax-dot-com-dot-my, info-at-supermax-dot-com-my

tomorrow 100 cases?

Covid-19: China reports 57 new virus cases, highest daily count since April

By AFP - June 14, 2020 @ 6:15am
...............................


BEIJING: China reported 57 new cases of the coronavirus on Sunday, the highest daily figure since April, as concerns grow about a resurgence of the disease.

The domestic outbreak in China had been brought largely under control through strict lockdowns that were imposed early this year – but a new outbreak has been linked to a meat and vegetable market in south Beijing.

The National Health Commission (NHC) said 36 of the new cases were domestic infections in the capital.

The other two domestic infections reported Sunday were in northeastern Liaoning province, and local health officials said they were close contacts of the Beijing cases.


The alert was sounded after the NHC confirmed the first cases in Beijing for two months on Friday and city officials delayed the return of students in primary schools that had not already resumed classes.

Several of the new cases were linked to the Xinfadi wholesale market, and more cases connected with the market emerged Saturday after wider testing.

The market was closed and AFP reporters saw hundreds of police officers – many wearing masks and gloves – and dozens of paramilitary police deployed there on Saturday.

The new cluster of domestic infections has prompted fresh lockdowns with people ordered to stay home in 11 residential estates near to the market.

Worries have also grown about the safety of the food supply chain, with some other markets in the city also closed.

State-run media had reported that the virus was detected on chopping boards used to handle imported salmon, and that major supermarket chains had removed stocks of salmon.

Beijing's market supervision authorities ordered a city-wide food safety inspection focusing on fresh and frozen meat, poultry and fish in supermarkets, warehouses and catering services.

Nine nearby schools and kindergartens have been closed, sporting events, group dining and cross-provincial tour groups have also been stopped.

The majority of cases in recent months have been overseas nationals tested as they return home, and the rest of the cases reported Sunday were imported cases from abroad. - AFP

Send to email: corporate-at-supermax-dot-com-dot-my, info-at-supermax-dot-com-my

REQUISITION TO MOVE AND VOTE FOR EARLY REPORTING OF THE Q4 FY 20 TO JULY 202O INSTEAD OF AUGUST 2020



I, ____________ Malaysia Identity Card Number: __________ holder of SUPERMAX share (Co-requisitors of no less than 50 voting members) hereby request as per the following:

1. To approve an earlier than usual reporting of Q4 FY 20 results to July instead of August. This is done in the interest of making the market realize earlier the potential implications of the Covid 19 pandemic on Supermax share valuation.

Please kindly acknowledge received of my official notice of requisition by an acknowledgment return email.



Thank you



Yours Sincerely,

Name:

@sslee, means we no need IC and signature?

thanks sslee sifu, it is your draft of hengyuan up there...

miss universe supermax...all she needs is first move from us...others will start flowing automatic..

Posted by CharlesT > Jun 14, 2020 10:51 AM | Report Abuse

Having said so if u guys wanna push them to annouce q4 earlier then what abt q1 n q2 n q3 n q4 2021 leh?

it only takes 5 minutes...

all supermax shareholders, please update on the blog once you have sent the email accordingly

SUPERMAX - REQUISITION TO MOVE AND VOTE FOR EARLY REPORTING OF THE Q4 FY 20 TO JULY 202O INSTEAD OF AUGUST 2020'

Author: freetospeak | Publish date: Sun, 14 Jun 2020, 9:16 AM

https://klse.i3investor.com/blogs/freetospeak/2020-06-14-story-h1508784032-REQUISITION_TO_MOVE_AND_VOTE_FOR_EARLY_REPORTING_OF_THE_Q4_FY_20_TO_JUL.jsp

Appendix A:
...........

Standard official REQUISITION FORM as below:



Date: _______________

Supermax Corporation Berhad. (Company No: 420405-P)

Dear Sir/Madam,

REQUISITION TO MOVE AND VOTE FOR EARLY REPORTING OF THE Q4 FY 20 TO JULY 202O INSTEAD OF AUGUST 2020



I, ____________ Malaysia Identity Card Number: __________ holder of SUPERMAX share (Co-requisitors of no less than 50 voting members) hereby request as per the following:

1. To approve an earlier than usual reporting of Q4 FY 20 results to July instead of August. This is done in the interest of making the market realize earlier the potential implications of the Covid 19 pandemic on Supermax share valuation.

Yours Sincerely,





Signature: _______________



Identity Card (scanned or snapshot attached here)

totally agree

Posted by Goldberg > Jun 14, 2020 10:25 AM | Report Abuse

Since the boss loves number 8, the Quarterly results could be announced on the 8 of July. LOL.

TG announced in 11 days..... may be Supermax in 7 days,,,,

so we can see it on 7th July then...only 3 weeks more!