SOTB, these Genetec, Vitrox and MPI type of counters, you can go in but hard to get out. There are not many buyers.

Post removed.Why?

exactly pjseow and he has no shame to come back here the next and act like nothing happened and has the balls to call me pathetic now. Anyway, we should not over bash him, just fearing another episode of meltdown.

@Citadel9999 tunafa why don't u put some money at other stocks?? I start feeling pathetic for u already
02/08/2021 9:52 PM

What makes u think I don't buy other stocks? I don't have to announce my portfolio to the world la. And why are you spending more time here than your favorite Genetec forum? You are actually more pathetic than you realized. At least I m promoting my favorite stock. While u neglect to promote your favorite stock but instead come here to bash down a stock that you don't even own a share of.

Citadel-seikau, are you drunk again? Don't scare us again like the other day when u had a meltdown. My advise is don't mix drug with alcohol, u may suddenly wake up in Holland.

@derricksyl WILL BREAK 3.00 BY THIS WEEK ....
02/08/2021 8:58 PM

With the current surge due to Delta and other variants, it would be difficult to go below 3.0. Although I m still hoping it can touch 3.0. I will be parking a big buy there at 3.0 if it can reach there.

https://youtu.be/NjhuX_zlnLs

Epsilon Variant - is vaccine-resistant

https://www.wionews.com/world/china-faces-worst-covid-19-outbreak-since-wuhan-surge-of-delta-variant-in-15-cities-401972

China faces worst COVID-19 outbreak since Wuhan; surge of Delta variant in 15 cities
The Delta variant of the Covid-19 virus is causing a sudden surge in cases in China, with 15 cities, including the capital Beijing, reporting clusters of positive cases, according to official media on Friday.

This is the most widespread domestic contagion since the virus outbreak in Wuhan in December 2019.

https://www.aljazeera.com/news/2021/7/31/china-blames-delta-variant-for-coronavirus-surge

Provinces across China have imposed tougher restrictions in an effort to contain the country’s worst coronavirus outbreak in months, with health officials attributing the surge in COVID-19 infections to the highly contagious Delta variant.
The contagiousness of the Delta variant, combined with the peak tourist season and high passenger circulation at the airport, has led to the rapid spread of this outbreak, NHC official He Qinghua told reporters at the briefing.
“Delta is a warning: it’s a warning that the virus is evolving but it is also a call to action that we need to move now before more dangerous variants emerge,” the WHO’s emergencies director Michael Ryan told a news conference.

https://www.theedgemarkets.com/article/glove-stocks-supported-delta-variants-spread

The fall and winter is around the corner, when weather will cool down and Delta Covid will rear its ugly head higher. once again. Most Western countries will need to heavily stock pile in advance to be prepared for the coming onslaught of Delta. Current lead time of gloves delivery is ard 2 months. So order now would deliver just in time to face winter surge. In fact the lead time might get stretched further if Thailand and China cannot control Delta and need to implement total shutdown for a couple of months. Now Msia glovemakers are over that stage alrdy. ASP should maintain or even increase further if glove shortage become acute again.

https://www.klsescreener.com/v2/news/view/862091/glove-stocks-supported-by-delta-variant-s-spread

ASP normalisation to slow down if Covid-19 situation worsens
A glove analyst with a bank-backed research house reckons that there could be further upside for glove stocks as demand is expected to increase in tandem with rising Covid-19 cases due to the Delta variant. This, in turn, will reduce the pace of declining average selling prices (ASPs) of gloves.
Margma has projected that global demand for gloves will hit 500 billion pieces this year, compared with an estimated supply of 420 billion pieces, or a shortfall of 80 billion pieces. Malaysia accounts for about 68% of the global glove supply. An equilibrium between supply and demand is only expected to be achieved after two years.
Independent business consulting firm Vital Factor is far more bullish on global demand, given its projection of 682 billion pieces this year against 466 billion pieces in global output.

MM , don't be chicken all the time. Show ur balls by taking up pjseow bet la, since he is giving u such good deal. U can still bet ur balls with him, since u only bet ur batang with me.
If =<500mil = u will both my batang and pjseow balls
If > 500mil but = <800mil then u lose you batang to me but win pjseow balls
if > 800 mil then u lose both your batang and balls.

Don't just talk kok la, u must dare to put ur batang and balls where your mouth is.

MM, I never flag anyone as I don't see the need to. Someone else must have done it, but not me. I prefer to debate on whatever the differences. You should know me by now I m not the type to shy away from debating any issue here.
Anyway, no one is panicking anything and the massacre event would be the chopping of your little weenie on the QR day.

Aiyoh MM , sure bad la with u keep shouting 65sen every 10 mins.

MoneyMakers Tonee If u like div soo much & dont care capital, invest 100K with me better

I gladly give u 15% & year-end return capital 60K

If rollover nxt year, i offer another 10% & nxt year return capital 30K
01/08/2021 9:49 PM

Wow sounds like a good deal. Ok pls give me ur bank account number so I can transfer my funds over to u.

MoneyMakers No one rubbing salt to wound

If stuck high b’coz intentionally bury head in sand / ignore all contrarian analysis on oversupply/falling ASP/profits, then its own fault
01/08/2021 9:15 PM

Aiyoh MM, u should buy and keep some for the coming dividend la, better than keep in low interest FD.

https://edition.cnn.com/2021/08/01/politics/unvaccinated-fear-virus-analysis/index.html

US data shows the unvaccinated don't fear the virus, even as they are most at risk.

Coronavirus cases and hospitalizations are again rising in the US. All the evidence we have suggests that vaccines help prevent most cases, and those who are unvaccinated are putting themselves at major risk.

Yet, all the data we have suggests that it is the unvaccinated who are the least afraid of the virus and are taking fewer precautions against it.
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This is why US will see huge surge in the next 3-4 months. They unvaccinated ain't scared of no Covid.

https://edition.cnn.com/2021/08/01/health/uk-scientists-covid-variant-beat-vaccines-intl/index.html

An analysis by British academics, published by the UK Government's official scientific advisory group, says that they believe it is "almost certain" that a SARS-Cov-2 variant will emerge that "leads to current vaccine failure." SARS-CoV-2 is the virus that causes Covid-19.

The scientists write that because eradication of the virus is "unlikely," they have "high confidence" that variants will continue to emerge. They say it is "almost certain" that there will be "a gradual or punctuated accumulation of antigenic variation that eventually leads to current vaccine failure."

SAGE scientists wrote that "the combination of high prevalence and high levels of vaccination creates the conditions in which an immune escape variant is most likely to emerge."
-------------------------------------------------------
Scientist now believe its inevitable that a variant will emerge that will totally evade current vaccines.

Dividend analysis :

Coming QR SupermaX cash dividend may be RM 0.20 / share.

Top Glove - 3 Qtrs 2021 dividend payout = 58.2 / 90.85 = 64% of EPS
Harta - 4 Qtrs 2021 dividend payout = 33.3 / 84.50 = 40% of EPS
Kossan - 2 Qtrs 2021 dividend payout = 24.0 / 82.48 = 29 % of EPS

Supermax - 3 Qtrs 2021 dividend payout = 39.8 /110.0 = 36% of EPS (1Q share div = 23.0)

If the 4Q net profit maintain same as 3Q . EPS = 38.8 then total EPS for FY21 = 148.8

If Supermax decides to match Harta at 40% then (148.8 x 0.4) - 39.8 = 20.0 cents./share
If Supermax maintain at 36% as status quo then (148.8 x 0.36) - 39.8 = 13,5 cents/ share

We hope Supermax will try to match with Harta dividend issued for end FY21.

Yup Jetko , you r right. glove company all cash rich and making billion every qtr and giving out good dividends every quarter. And at current prices with PE<3, they are very undervalued. Yup Cash is King now, when so many companies in the red.

https://rumble.com/vkjqjm-vaccine-failure-patients-hospitalized-dying-mostly-fully-vaccinated.html

Antibody Dependent Enhancement cases is happening now....this is a dangerous vaccine failure

https://youtu.be/zTSuo5aeb6E

Indonesia is mimicking India.
New variant likely to emerge from Indonesia

@investmalaysia777 agreed. should impose windfall tax on glove companies for extraordinary profits. I know there will be some dumb donkeys saying banks also earning a lot of profits why not tax them as well. let me answer now. banks are earning their normal profit. not EXTRAORDINARY PROFITS. be clear.
01/08/2021 9:59 AM

IM777, pjseow and I are still waiting for you to name a company that can be good example of the "many conpanies" you mentioned earlier, to show why Supermax fair price should be RM 1.50. If you cannot give a name, then you have to admit that you are indeed a dumbdonkey to have simply lied to win an argument.

On the issue of windfall tax as proposed by Syed, if he meant only glovemakers are to be "punished" for making huge profit, then he is really mistaken the policy and concept of windfall tax. What should be more appropriate is a "pandemic tax" , where all profit making companies, regardless public listed or not, are to chip in to assist the Gov't to overcome the financial burden faced by the nation. If you load the entire burden on a few good companies to foot the pandemic bills, it shows short sightedness and stupi dity. You should not "punish" those companies just bcos they make good money during the pandemic, since they are not the cause of the pandemic. This will send the wrong message to FF and investors. A good approach is to spread out the responsibility as wide as possible.

Dividend analysis :

Top Glove - 3 Qtrs 2021 dividend payout = 58.2 / 90.85 = 64% of EPS
Harta - 4 Qtrs 2021 dividend payout = 33.3 / 84.50 = 40% of EPS
Kossan - 2 Qtrs 2021 dividend payout = 24.0 / 82.48 = 29 % of EPS

Supermax - 3 Qtrs 2021 dividend payout = 39.8 /110.0 = 36% of EPS (1Q share div = 23.0)

If the 4Q net profit maintain same as 3Q . EPS = 38.8 then total EPS for FY21 = 148.8

If Supermax decides to match Harta at 40% then (148.8 x 0.4) - 39.8 = 20.0 cents./share
If Supermax maintain at 36% as status quo then (148.8 x 0.36) - 39.8 = 13,5 cents/ share

So which one would it be? Maybe it depends on whether Stanley want to buy another condo or a mansion in US next?

Bro Ibelieve, I hope you bought a box of Supermax gloves and not other brands, so at least u get back something in your cash dividend later. :) . Anyway, hope your relative will have a safe recovery.

Global Medical Gloves Market to Reach $70 Billion by 2027

Amid the COVID-19 crisis, the global market for Medical Gloves estimated at US$30.9 Billion in the year 2020, is projected to reach a revised size of US$70 Billion by 2027, growing at a CAGR of 12.4% over the period 2020-2027.

Examination Gloves, one of the segments analyzed in the report, is projected to record 11.2% CAGR and reach US$42.3 Billion by the end of the analysis period. After an early analysis of the business implications of the pandemic and its induced economic crisis, growth in the Surgical Gloves segment is readjusted to a revised 14.4% CAGR for the next 7-year period.

The U.S. Market is Estimated at $10.4 Billion, While China is Forecast to Grow at 14.6% CAGR

The Medical Gloves market in the U.S. is estimated at US$10.4 Billion in the year 2020. China, the world`s second largest economy, is forecast to reach a projected market size of US$13.5 Billion by the year 2027 trailing a CAGR of 14.6% over the analysis period 2020 to 2027.

Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at 10.4% and 11.4% respectively over the 2020-2027 period. Within Europe, Germany is forecast to grow at approximately 11.3% CAGR.

NHS on track for 'major winter crisis', says doctor, calling for debate on how to live with Covid

Dr Rupert Pearse, an intensive care doctor at Queen Mary University of London, has warned that the NHS is on track for a "major winter crisis" in a Twitter thread analysing current trends.

"Lots of discussion this week about whether UK Covid infections are falling," he said. "The answer is maybe, but this misses the point. We must accept that these waves will come and go. The pandemic is not over, nor is the impact on individuals, the NHS and society.

"The current wave is smaller than the winter peak but will last longer because public health rules are much less strict. We should expect hospital admissions to continue through October combining with other problems to create a major NHS winter crisis.

"The simple fact is Covid won’t go away any time soon, whatever next week’s trend does. Learning to live with Covid includes learning that people continue to die from Covid. The virus will be with us for years to come. We need an honest national discussion about this."

yup agree pjseow, barring any unforeseen circumstances, the net profit should be > RM 1bil. Also with coming QR there are additional factors that can give it a boost as below:

1.News of potential clinching of any long term supply contract deals to various Gov't or OGM deals.
2.Update on the US expansion , which would make sense now esp with the constant shutdown caused by the pandemic. Don't put all eggs in one basket.
3. With our continuing weak Gov't not attracting much FF interest, Its time to revive the SGX dual listing plan, which will be a stepping stone towards future listing in US market.
4.End 2021 ,capacity expansion from 26b tp 36b, End 2022 capacity expansion to 48b.
5.Pray for special dividend in coming QR as its end of FY21.

There's so many things going for Supermax.

Haha bro Ibelieve, your sense of "Nostalgia" shall disappear in 3 years time. Meanwhile, its good to hike in the jungle while waiting for the right time to climb twin peaks again.

Bro Ibelieve, good to hear u r still in the picture. Agree with u on the GF and gang, nevertheless I do enjoy the friendly bantering here. Can't believe how fast time flies and we are still here promoting Supermax. Yeah, our position was always that Covid will pose great challenges to mankind, and that gloves will continue to be an important tool in fighting it. Vaccine has performed better than expected but as we predicted will have its shortcomings, which we now can see will not be able to stop the virus from spreading and need continuing booster jabs.
Hope ur venture into PPE and medicine will work out for you. Pls invent a new kind of face visor/mask that can allow ppl to eat and drink in restaurant or bars safely and conveniently. Also maybe u r the best person to think of what kind of PPE invention that can allow ppl to enjoy themselves safely in a KTV. Such items if works well will be well sought, maybe will make u the next billionaire.

Jack, your this comment "However the longer the pandemic the more the vaccine gain! " is totally out of sync with all the medical experts opinion. Pls read up more thoroughly on all the latest articles which I have posted recently to understand about the behavior of the virus and the pandemic. In fact the longer the pandemic the worse it is for the vaccine performance. It is not a good thing to have to administer booster jabs. It means that the virus keeps gaining ground against the vaccine. And more people are gonna die and leading to economic collapse.

investmalaysia777 @toneefa, you're another dumb donkey to suggest that Stanley will take supermax private. FYI there are many companies in bursa traded below NTA. Cash in hand = Rm2 doesn't mean its share price must trade above RM2.
31/07/2021 10:26 AM

IM777, Ok noted your point. Can you pls name your best candidate of a good company as a good example of the "many companies" here to prove your point? This is so that we can fully appreciate the angle you are coming from, and also can clarify who is the dumb donkey? If you cannot name a company here, then its prove that you are the dumb donkey.
31/07/2021 11:21 AM

https://timesofindia.indiatimes.com/world/china/china-battles-biggest-covid-outbreak-in-months-as-us-ramps-up-vaccine-push/articleshow/84889021.cms

In China, a cluster of infections in Nanjing city linked to airport workers who cleaned a plane from Russia earlier this month had reached the capital Beijing and five provinces by Friday.
Hundreds of thousands of people have been locked down in Jiangsu province, of which Nanjing is the capital, while 41,000 came under stay-at-home orders in Beijing's Changping district.

At least 206 infections across China have been linked to the cluster, and the outbreak is geographically the largest in several months.
It challenges Beijing's aggressive containment efforts which have relied on mass testing, lockdowns and swift contact tracing.
------------------------------------------------------------
Would we witness the supply chain disruption again like last year due to China shutdown later?
This is gonna really seriously set the world back again especially all the recovery stocks.

IM77, Ok noted your point. Can you pls name your best candidate as a good example of the "many companies" here to prove your point? This is so that we can fully appreciate the angle you are coming from, and also can clarify who is the dumb donkey?

Hiey Ibelieve, u r still in the game? Though u have sold off and focus on other counters.

@investmalaysia77 Harta fair value RM5. Topglove fair value 2.8. both of them very near pre pandemic price. superman pre pandemic price around 0.75. 100% premium is RM1.5. that's supermax fair value
30/07/2021 10:02 PM

Haha... IM77 u r another dumbdonkey to suggest Supermax fair value is RM1.50. That is the value shortists think they should buy to cover their back side. By end of this year the cash in hand alrdy = RM 2.0. At RM 1.5 Stanley can just take the company private.

@Start_0f_the_bull ToneeFa Citadel-seikau, I would actually encourage you to invest all your money into Genetec, as it is generating huge investment return now. Looks like a very good counter, anything that can give 20% in one day is damn good. Congrats
30/07/2021 4:26 PM

Unfortunately he would have missed the boat by wasting his time in this 'downtrend' stock here. Ha ha.
30/07/2021 4:38 PM

Haha...SOTB u r right. He come here spending all his time to knock down a lousy counter and missed out on a high performance counter. He is a real funny clown this guy.

Jack, its advisable that you don't comment on things you are not familiar with to avoid sounding like a fool. Thank you.

pjseow, I think Delta is taking foothold alrdy in many countries. The global daily cases hitting 1 mil soon is inevitable. Too late to stop it alrdy. Msia is a good example. Even with lockdowns after lockdowns, it could not be stopped. Many countries will have to face the coming disaster. My estimate at least 50-60 countries will soon have daily cases exceeding 10k, with a few >100k. You can see the numbers moving up pretty fast.

@Citadel9999 people die then u very happy la ??
30/07/2021 5:11 PM

Haha...only a real clown and dumbdonkey will think like that. I see that gloves are so critical in saving lives and stopping further infections. Vaccine alone cannot stop the problem. I foresaw that vaccine cannot stop the Delta from spreading, that's why I support the glove company thru investment so that they can help to stop the spreading and save ppl's lives. Saving the frontliners = saving the country.

@Citadel9999 lol dun talk like a clown la toonefa, u can go genetec talk about overvalue one, vice versa .
30/07/2021 5:07 PM

Haha...only a real clown will do that. I don't go to other forums to talk bad about any counters coz I respect other ppl decision to invest in any counters they think is good. Only real clowns and dumbdonkeys do that to other ppl.

@oldbeginner https://www.pbs.org/newshour/health/breakthrough-covid-infections-show...
30/07/2021 4:42 PM

Without more people getting vaccinated or taking precautions to slow the pandemic’s rising momentum, especially in places with surging cases, the progress made against the coronavirus could slip away, creating conditions that invite the virus to evolve further. Walensky said warned, “The big concern is that the next variant that might emerge — just a few mutations potentially away — could potentially evade our vaccines.”.

---------------------------------------------------
Pls read the above very important extract of the article, " just a few mutations potentially away- could potentially evade our vaccines ". Once can evade means even fully vaccinated ppl could be hospitalized and die.

Citadel-seikau, u r the funny one la. U r investing in a high performance counter making 20% a day and you still come to a lousy counter to probok probok the unlucky ppl here. Strange and funny, u making 20% a day still got time and interest to come here to make noise. Why la? Only a dumbdonkey will do that. So don't try to be one la.

Good recovery today, hopefully Monday can maintain momentum.

Post removed.Why?

Actually Supermax also not bad, by end of the year capacity to increase by 38%. Ok la. If global daily cases keep increasing till winter time, then the increased capacity just in time to save more lives and frontliners. Glove is all about saving lives. Save the frontliners = save the nation.

Citadel-seikau, I would actually encourage you to invest all your money into Genetec, as it is generating huge investment return now. Looks like a very good counter, anything that can give 20% in one day is damn good. Congrats

@Benhobenhobenho Problems now with the vaccines. Are they really safe?
30/07/2021 2:51 PM

Actually, as of now, it appears that vaccines are relatively safe to be administered. Only a small number of ppl may die or suffer serious side effects. But the long term effect is still unknown. But the more important question is how effective are they to protect the ppl? Currently experts are saying that the protection of most vaccines are waning fast over time and when faced with newer more powerful variants like Delta. So Pfizer is saying need to take booster jabs after 6 months to enhance protection. But the main problem is Covid is still running wild and spreading fast around many countries in the world. So unless Covid can be put under control from spreading, even booster jabs will not help bcos as the virus contunue to spread, it will continue to mutate to evade even the latest booster jabs. As of now, it looks inevitable that the global daily cases will cross the 1 mil mark soon, mainly due to Delta spreading very fast. It may take a couple more years to get things under control but lots of lives will be lost in the process.

https://edition.cnn.com/2021/07/29/politics/cdc-masks-covid-19-infections/index.html

CDC document warns Delta variant appears to spread as easily as chickenpox and cause more severe infection

The Delta coronavirus variant surging across the United States appears to cause more severe illness and spread as easily as chickenpox, according to an internal document from the US Centers for Disease Control and Prevention. The document -- a slide presentation -- outlines unpublished data that shows fully vaccinated people might spread the Delta variant at the same rate as unvaccinated people. "It's one of the most transmissible viruses we know about. Measles, chickenpox, this -- they're all up there."

The CDC presentation says the Delta variant is about as transmissible as chickenpox, with each infected person, on average, infecting eight or nine others. The original lineage was about as transmissible as the common cold, with each infected person passing the virus to about two other people on average.That infectivity is known as R0."When you think about diseases that have an R0 of eight or nine -- there aren't that many," Walensky told CNN.

MM, haha you chicken with no balls dare to talk about smashing face. I remember someone here invited you to meet up face to face in Klang and you totally chickened you. I believe the invitation still stand. Can't imagine a chicken want to talk about a slaughterfest. wakakaka.