Supermax ...... SHINIER THAN DIAMOND !!

Teamrocket, u and the Orang Tua team still dreaming of RM13? U will sure get below RM13....... guarantee........ AFTER BONUS ISSUE !!

kAKAKAKAKAKKAKAKKA

Need RM20mil to clear up to RM17!!
Go Supermax go!

Hello hello, bonus bonus, results very good.

Hello sweat 17, here I come!!

next week u get bonus

Beer? Can have premium wine or whisky la

Tuanx2 & Puanx2, sila duduk diamx2 jangan lari.
DS ST akan kasi bonus ya.
Klu talak dapat datang ofiz saya

chongkahagent .... U need a place at TR, if not ... Nirvana

Supermax is having flowery show today, keep changing between red and green today! Traders will like it

Bonus 1:1 coming next week ......

TG halted one hour till 3.30pm affecting sentiment

This fckg old man is real crook. On one hand he sold, so call follow OTB advise, now his advise is not to sell. Really GB !!

Aero1, I suppose v don't mind new TP keep inching up.

But anyway, it is well supported by data / financial results.

Supermax should achieve EPS of RM0.80 to RM1.00 for both FY2021 & FY2022. So RM18.88 is still reasonable , ...... below PE 20x

Look at new report by RHB ........... marvelous TP ....... RM18.88

TeamRocket, find a life. U hv shown your highest level of stupidity, unrivaled !!

staypositive ..... I like and concur what you said :

"When you invest with knowledge, it's not a gamble"

patrick8 ... u r right. some figures may not sound reasonable.

Just stick to FY2021 (and hopefully FY2022 also) PAT of around RM1bil or EPS 80sen. It will not be much lower than that

This write up is amazingly crap.
While what written about when stock price has escalated, the risk is higher, how many investors do not fathom this. Investors know that "mother is a lady", dont have to restate the fact.

It is totally crap to talk about PE of 50x, 60x ..... & so on.

I think he purposely tried to agitate others in this forum. Even a novice will by now know that Supermax is not talking about PAT RM100mil per qtr. That is history. Even PAT RM200mil per qtr will be too conservative, just like what CGS CIMB admitted that his ASP escalation on Hartalega is too conservative, and the enhanced ASP is here to stay for even FY2022.

So if OEM model is talking about ASP escalation is too conservative, just think about OBM model. By know, the consensus is FY2021 PAT will be above RM1bil, and hope that FY2022 will be able to emulate FY2021.

By then with EPS of 80sen and about, then you allocate PEx that Supermax deserves.

Anyway this is open stock market, if it is too hot for u, pls just sell and exit, or don't even join the race. Let others who embrace the same vision continue the journey.

Whatever it is, our Supermax shd concentrate to ensure that FY2022 is as good as FY2021, if not better. Then with EPS of arnd 80sen, automatic good PE multiples will b assigned to it. And hope by then they will be included in KLCI index already

mf, tq for the vaccine which is good for mankind

TeamRocket , ... I have digged a hole, 6ftx6ft, . Can u jump yourself in? All others here will b more than happy to cover u up so that u can RIP

Buy based on emotion? Pls speak for yourself la.

TeamRocket, happy that u have cabut-ed.

Please remain where u are , don't need to come back.

Nobody miss u lo

Around 1.6mil queued at RM11. Need RM18mil to clear

wah, after cleared 10.90, sellers also diminished!!

Now lets c how many sellers at RM11.00

RHB report today ...TP RM13.88, with analysis seems to be more palatable !! Although their FY2021 PAT forecast at RM726m (EPS 56 sen) is still very low. PE 19.2x

Well done everyone!
Espy DS Stanley Thai

Posted by jacklimeu2 > Jul 6, 2020 3:20 PM | Report Abuse

jacklimeu2 ...... u just restate that mother is a lady la !!

aiyo, drop a bit aldy asked why drop!!

Hi Registered_ID, I totally agree with u.

With EPS of around RM1.00 ( which is definitely achievable within the range), it burst my initial target of RM18.88 (forecast the nite b4 KYY revised to RM18).

Very interesting journey, just ride with it.

Market now is"guiding" Q4 PAT easily RM300mil.

The question is whether FY2022 (30/6/2022) able to emulate RM1.5bil in FY2021

https://www.thestar.com.my/business/business-news/2020/07/04/short-pos...

Looks like TheStar is turning to be GLOVES HATER !! Last week they spewed about "GLOVES MARKET TO SOFTEN" !!

But the best part is the more they spewed , Supermax price gets higher !!!

Unless u r trader (either short term or intraday), or else current price is TOTALLY IRRELEVANT. For longer term investors (and v r talking only until end of 2020), the crucial point here is how explosive will be Q4 2020 & Q1 2021 results.

At current price, based of June FY2021 PAT, Supermax is trading at single digit PEx.

How many business are more lucrative than this? Stanley work for u, u duduk diam diam wait for results to materialized!!

And , please dont spew unnecessary words that will make this forum unpleasant la!!

Anyway, if one believes that OBM will deliver the figures/results, then will just hv 2 hang in there. Frankly, OEM figure is rather firm, not much surprise.
Only OBM seem to delivery "out of world , mind boggling figures"
Will it be too difficult to forecast Supermax PAT Q1 2021 (June to Aug 2020) to be circa RM300mil? If yes, then we will be seeing EPS of RM1.00 !! Don’t blink your eyes, it is not far fetch!!
Just like what Ms Lee of M-bank said in their webinar in May ,..... "my TP of RM20 for TG is very conservative, and the street will follow soon". Mark my word, the same will be accorded to Supermax, it is not a rocket science.
Some salient points to ponder :
(1) take the increase in average capacity in FY2021 vs FY2020. Apply regular PAT margin (lets say Q4 2020 margin), ... that will be 1st incremental.
(2) Escalating ASP .... market is talking about USD150 to USD200 !! Compare new ASP vs FY2020 ASP. Incremental ASP will "drop down" to profits without sieving !!!
(3) Even raw material (latex) price has dropped as other sector e.g. automobile industry has significantly reduced usage of tyres as a result of lockdown
(4) How many time has Supermax awarded bonus shares to shareholders? Although per say, bonus issue does not increase the wealth of company, but the “halo effect” is definitely helping the sentiment?
(5)How about dividend in specie of treasury shares?
Not enough to convince you? Then u better quit this forum and stop investing.
Please go and follow the moronic xx88888 to buy Astro, Permaju , donkey, monkey etc !!
Good nite and sweet dream on the journey.

IB really manipulate the market!!! Within 3 wks they change capping. Dont tell me that 3 wks ago they dont know gloves figures going 2 b good. Likely was that point they were raking in profit for June book closure!!

only_best_buy ...... vaccines progress is good for mankind, v all shd b very happy as least there is light to end of tunnel. But it may be another one year. With 7bil world population, not many company able to produce this volume.

On the meantime, gloves usage will continue to soar high. so thanks for your concern.

Amazing, so many complain like end of world, but still want to be in this forum. If cannot stand the heat, just quit, rather than barking none stop , sounding like craving for attention.

This financial of revenue Rm 447 million, NP 71 million, EPS 5.42 sen is for Q3 (31March 2020).The game has not started yet.

Q4(1/4 to 30/6/2020) will see the beginning of exciting journey, where supermax has started to trim / eliminate middlemen. As enjoyed by others in the industry, easily will reach NP RM200mil.

The interesting part starts 1/7/2020 to 30/6/2021 (FY2021), when full impact of ASP escalation under OBM biz model will be captured. How much will be the EPS for FY2021 (June YE)? If adjust the quarterly miss up, KYY computation will be around 80sen.

The rest you count yourself la.

Don't forget, there are other goodies also, e.g treasury shares and potential corporate exercise as financial is strong.!

G9.

there is every possibility that vaccines will be found, which is good news to mankind. But that will not affect the demand of PPE such as gloves . Consumption of gloves will grow to next level as mankind will take extra precaution in daily life.

So, just leave mf to copy paste and say what he/she wants...... freedom of speech.

But I have to agreed that it is out of place and really look like sohai

Supermax Q3 PAT RM71m / EPS 5.1sen. So Q4 berapa? Lets say just follow big 4 industry trend of 2 to 3x. So Q4 will be arnd RM200mil PAT.

Q4 is not the best qtr as impact of OBM model will be felt in Q1 FY2021 (July to sept).

Even just based on Rm200+mil, FY2021 PAT will hit RM1bil+,. Discount whatever u wan, FY2021 EPS will easily be 80sen and above.

Apply current industry PEx, so what will be the price.

This exclude any potential corporate exercise as Supermax has very healthy retained earning.

All above are public information, nothing secret. Jist look at all the reports published.

So just ignore those haters.

Investment need time 2 mature. If u want instant money, pls join money game lo.

I am open to healthy discussion, not those talk cock

If u dont like Supermax, then dont join this forum la

Maxam, ignore the idiot xxx88889. Super bodoh