https://mp.weixin.qq.com/s/2aHsXFdHV8T9ulzPu9RjiQ

News about the Covid-19 mutations, WHO is pessimistic regarding the discovery of effective vaccines and drugs to counter the virus. dark days ahead. Glove demand will surge and the growth of PPE sector will continue for years to come.

https://mp.weixin.qq.com/s/2aHsXFdHV8T9ulzPu9RjiQ

News about the Covid-19 mutations, WHO is pessimistic regarding the discovery of effective vaccines and drugs to counter the virus. dark days ahead. Glove demand will surge and the growth of PPE sector will continue for years to come.

@freetospeak sifu, well said. No matter how many vaccines come out next year, the glove demand will still grow.

All governments are facing a cunning Covid-19 with stealth ability. Medical gloves and masks etc, are essential items to be stockpiled, as top priority.

Huge budget has been allocated by all governments for the purchase of gloves and other PPE. So, the demand of medical gloves will grow, and the chance of a glut is only possible when WHO declared an end of Covid-19 pandemic, maybe only in the year 2025 as mentioned before.

I am very puzzled why the public is so afraid of vaccines news and start dumping the glove companies' shares. With vaccines around next year or in 2022, more gloves are needed actually.

By the way, there are news of tax on glove sector. Well, TanSri Lim has mentioned, windfall tax is very unlikely as medical gloves are not like commodities.

Any windfall tax on medical gloves will incur wrath from USA and the EU and many other countries in the world, I believe, as they are still struggling to counter the Covid-19 and mind you, the new Covid-19 waves are setting in very soon in Autumn and Winter. They need tons of medical gloves.

Beware, these countries will not hesitate to sanction us if they feel that the windfall tax is adding salt to their injuries. No small matter, really.

However, an increase in corporate tax across the board is possible. We may see an increase of corporate tax and sin tax in the Nov 6th budget, since the stimulus packages and the operating expenditure need plenty of money.

I am not sure about the quantum of the increase if there is one as I am not an economist. I shall leave it to the experts.


_______________________________
Posted by freetospeak > Aug 18, 2020 10:20 AM | Report Abuse

IF U LIKE MY COMMENT ...SHARE IT OUT !!!

DUN BE SHAKEN BY VACCINE NEWS:

wrong brain wash by media:

VACCINE = END of GLOVE DEMAND... THIS IS FALSE BRAINWASHING BY MEDIA.

I can tell u

Appearance of Vaccine = increase demand for more gloves.
Complete Vaccinationa of whole world = minimum 3yrs of elevated demand for gloves.
Control of pandemic annouced by who = minimum 3 yrs from now.
Stock piling of PPE for strategic resource = 1 to 2 more yrs of elevated demand for gloves.
Total expected high demand for glvoes 4 to 5 yrs.

No elimation for Covid is expected. So 3-6 mths PPE storage for everycountry will be ongoing forever.

Possible another outbreak of flu virus withiin these 5 years n beyond.
Glove stock is now an essential hedge in every funds portfolio.

Note:

The available of vaccine will further increase the asp and demand of gloves. Becoz they need to stockpile for more testing , preparation, production, distribution and disposal according to who sop for every human on earth now. Never b4 seens huge demand will be coming.

@freetospeak sifu, now every country is following the WHO guidelines to stock pile ample PPEs as new waves of Covid-19 are anticipated to strike anytime.

I guess many countries are quietly adopting the herd immunity approach, since there is not enough tests and no panacea at the moment.

Forget about vaccines, those half-baked vaccines can kill more people compared with Covid itself.
_______________________________
Posted by freetospeak > Aug 17, 2020 10:08 PM | Report Abuse

The NSC said that Israel was due to run out of disposable gloves in September, will have a shortage of robes in October and will have exhausted supplies of protective suits in November, the radio report said.

https://www.timesofisrael.com/as-infections-stay-high-officials-warn-o...

@kltower, your conclusion is correct, more gloves needed, stock piles are fast depleting.

Guys, kindly read the news below:

US faces ‘worst’ flu season, coronavirus death toll of 300,000 by December

The US coronavirus death toll passed 170,000 on Sunday after recording at least 515 more fatalities in a day. US remains the global epicentre for Covid-19 deaths, followed Brazil, Mexico, India and Britain

https://www.scmp.com/news/world/united-states-canada/article/3097656/us-faces-worst-flu-season-300000-coronavirus-deaths.
___________________________________
Posted by kltower > Aug 17, 2020 9:46 PM | Report Abuse

Videos posted to social media show a mostly maskless crowd gathered for a party at off-campus housing near Georgia college

https://www.google.com/amp/s/amp.cnn.com/cnn/2020/08/17/us/university-...

American need more glove.

I hope Super will use their piles of cash, say 500 mil, to initiate another big round of share buy back and reward the loyal supporters who still hold tight. Since these big guys want to play dirty, just leave them out.

@GiantPanda, good advice.
Another 2-3 quarters, Super will have at least 3-4 bil cash, so what are they going to do with it?

Of course, I am sure Super will reward all the share holders and their staff, with another round of bonus issues and generous dividends.

I am waiting for this glorious moment in Super history.
____________________
Posted by GiantPanda > Aug 17, 2020 9:23 PM | Report Abuse

Do not use Urgent Money to buy shares
You can’t stay calm in volatility with all the recycled vaccines windfall tax rumors fake news spread by syndicates sharks nonsense from mentally ill scare you to sell cheap in forum

Do not play Contra
You cannot win the sharks, you will be eaten alive
All of a sudden Investment banks and syndicates unfair advantage gang up to sell in advance and release contra ban news, you die
Suddenly trading platforms intentionally/unintentionally all down again you sure die

Do not fully trust and listen to remisiers
They always encourage you to buy and sell, you buy or sell they earn Commissions
They may be paid to spread goreng news rumors

Do not use Share Margin Financing to buy shares
Anytime investment banks and syndicates unfair advantage the lower change the cap, you die

Do not buy Call Warrants
The issuer may press down mother share price or manipulate call warrant price of the last 5 trading days weighted average price to make sure based on the calculation formula Out of Money no need to pay a single cent to the holders who are holding a Ticking Time Bomb. Never heard of anyone received payment from the investment bank issuers after call warrants expired

When you use Spare Money to buy good stock like SUPERMX with super strong fundamentals extremely oversold and hold for mid term value investing, investment banks cannot make much money…my remisier hates me as I ignore all the rumors goreng news fake news because the facts are SUPERMX has reported RECORD HIGH Net Profit 400 Million!!!!
(another 120 million PAT was not captured in time for the 2020Q4 result, otherwise will be 520 Million!!!!!)
SUPERMX has Whopping 1.18 Billion Cash on hand (1,180,000,000) 10 figures!!!!!!!!!!
1 for 1 Bonus Issue and 1 for 45 Proposed Share Dividend
800 Million to 1 Billion profit visibility for the next quarter
SUPERMX will be added into MSCI GLOBAL STANDARD INDEXES on 31 August 2020

US faces ‘worst’ flu season, coronavirus death toll of 300,000 by December

The US coronavirus death toll passed 170,000 on Sunday after recording at least 515 more fatalities in a day
US remains the global epicentre for Covid-19 deaths, followed Brazil, Mexico, India and Britain
____________________________________________
The United States surpassed 170,000 coronavirus deaths as health officials expressed concerns over Covid-19 complicating the autumn flu season.

Deaths rose by at least 515 on Sunday, with Florida, Texas and Louisiana, leading the rise in fatalities.

The United States has at least 5.4 million confirmed cases, according to a tally by Johns Hopkins University, the highest in the world. However that figure was likely an undercount as the country still has not ramped up testing to recommended levels.

US public health officials and authorities were concerned about a possible autumn resurgence in cases amid the start of the flu season, which would likely exacerbate efforts to treat the coronavirus.

Centres for Disease Control Director Robert Redfield has warned the United States may be in for its “worst fall” if the public does not follow health guidelines.

The Institute for Health Metrics and Evaluation was anticipating an uptick in Covid-19 cases in the coming months, resulting in around 300,000 total deaths by December, and a nearly 75 per cent increase in hospitalisations.

Centres for Disease Control Director Robert Redfield has warned the United States may be in for its “worst fall” if the public does not follow health guidelines.

The Institute for Health Metrics and Evaluation was anticipating an uptick in Covid-19 cases in the coming months, resulting in around 300,000 total deaths by December, and a nearly 75 per cent increase in hospitalisations.

Worldwide there were at least 21.5 million coronavirus cases and over 775,000 confirmed deaths. The United States remains the global epicentre of the virus in deaths, followed Brazil, Mexico, India and Britain.

https://www.scmp.com/news/world/united-states-canada/article/3097656/us-faces-worst-flu-season-300000-coronavirus-deaths

https://www.scmp.com/news/world/article/3097583/coronavirus-global-daily-case-tally-tops-record-high-countries-battle

Global coronavirus daily case tally tops record high as countries battle fresh outbreaks

Latin America and the Caribbean, the pandemic’s current epicentre, have surpassed 6 million infections. At least 777,000 have died globally
In absolute numbers, the most affected countries are the US, Brazil and India, each recording 100,000-plus cases over the past seven days.

___________________________________________
Several nations were confronting a worrying spike in new coronavirus infections over the weekend after the number of cases recorded worldwide in a single day hit an all-time high of nearly 300,000.

The grim figure for Saturday, reported as 294,237 by the World Health Organisation, puts the number of people infected globally at almost 21.5 million, while more than 777,000 people with Covid-19, the disease caused by the virus, have died.

The previous record daily total was on July 31, when just over 292,000 new cases were reported.

In absolute numbers, the most affected countries are the United States
, Brazil and India, which each recording more than 100,000 cases over the past seven days.

Even South Korea– an early success story in containing the coronavirus – warned of another mass infection after reporting on Sunday 445 more cases, the highest since early March, most of which are linked to a flare-up at a church in the capital.

Elsewhere, Britain removed France, the Netherlands, Malta and three other countries from its list of places exempt from self-isolation rules, as a second wave of virus infections threatens more disruption and economic chaos in Europe.

As cases around the world continue to rise, Moscow said the first consignments of its “Sputnik V” vaccine had been produced, just four days after President Vladimir Putin announced Russia had won the global race to approve a vaccine.

The claim has drawn a sceptical response from Western scientists and the WHO, which have said the vaccine still needs a rigorous review.

@freetospeak sifu, well said. If windfall tax is imposed on the home grown glove sectors, what will other foreign investors and FDI think?

If I rugi, do you give me subsidies to help me to get rid of the debt? I guess the answer is no, take your own risk if you are in the business sectors.

You want me to invest here, but you want to take away my earnings when I gain big despite the risk, then why should I come here? I can go somewhere else, after all , robotics and industry 4.0 will reduce a lot of manpower and labour. Why should I risk my earnings and tiba-tiba kena haircut, because some people just cannot tahan of my profits? Right?

Come on lah, big guys, our country is trying very hard to attract the FDIs, please don't scare them away, ok?


_____________________________
Posted by freetospeak > Aug 17, 2020 10:49 AM | Report Abuse

DUN BE AFRAID OF WINDFALL TAX NEWS !!! ALL FAKE NEWS to scare u into throwing.

The most is take a few percent off profit...Their profit will still be Big after paying for it. They hav more reason to increase asp since it is exporting to other country n can pass the additional tax to other user. I REPEAT...Government hav no reason to increase a little tax to tarnish their image.

@freetospeak sifu, indeed. The cases reported now is only tip of the iceberg. With more and more tests being carried out and economy, education etc in full swing, the acceleration will get much quicker.

_______________________________________
Posted by freetospeak > Aug 17, 2020 10:23 AM | Report Abuse

i am sorry to say 150 million infection is on the way by next year. now is only 21 million. i am sad to say thta...but i cannot invest in other counter except glvoes.

@kltower, why they want to spread this kind of words? Eat wrong medicine ah? Ha ha.

What if the big ones decide to build more factories outside this country from now on, the people and the country's economy will rugi besar lah.
_____________________________________
Posted by kltower > Aug 17, 2020 11:20 AM | Report Abuse

"Maybank Investment Bank Research said the supernormal profits being generated by the gloves sector and the government’s extremely challenging fiscal outlook raises the risk of windfall taxes being imposed on the gloves sector."

the key word is " MAYBANK IB"... hehehehe

Want to play games, be fair to all players, do not change the goal posts. Adhere to the rules, no dirty tactics please.

@ freetospeak sifu, you are spot on. These big guys are too greedy and unethical if they use this kind of dirty tactic to make huge gains for themselves.

If I am not mistaken, this 2020 bull market is very unique and it is not the same like in 1993.

The 1993 big bull run started from end 1992 till end 1993, the correction only started in 1994 when the then finance minister Tun Daim issued a warning on the "irrational exuberance". During that time, many counters do not possessed strong fundamentals, people bought on hearsay only. Overheating was very obvious, and hence the warning.

In 2020, Covid-19 hit hard on most sectors except the healthcare. Hence, the glove sector is one of the brightest spot in cushioning the export. These companies have solid fundamentals and huge earning potentials. They are the golden geese which lay golden eggs.

If these unethical big guys use dirty tactics to simply knock the price down them for personal gains by spreading all kinds of rumours and threats, such as haircut, margin cap, vaccines, no contra for health care stocks etc, they are in fact, doing a disservice to the country's economy.

In fact, the more these glove companies earn, the more tax they pay to the government. If these big guys and professionals cannot make money from the market and lost to the retailers, that is their problems (very malu of course, but please don't hit under the belt) and I would prefer to put my hard earn money in the glove sectors and hold them tight.

After all, Covid-19 pandemic has created a structural change in glove demand and this cunning virus is going to be with the humans for many years to come.
___________________________________________________
Posted by freetospeak > Aug 17, 2020 11:46 AM | Report Abuse

SUPER corrected from Jun 5 to 26th (14 trading days ) b4 inclusion into shariah index on 30 jun.

29th june super rally started until it ended last wk. now similar things is happening...inclusion into msci on 30 aug...correction started on 7 aug ..will history repeats?

huge collection by ib happens b4 30 jun during the 14 days correction.

their intention is to sell to foreign fund when they started to move in upon Profitable qtr result n good prospect is proven real.

1st sell down on TG good result happen for them to come in .
2nd sell down happen on Super result for them to come in again.

sorry ib...i hav to tell the truth...this press down is too much.

@GaiantPanda, looks like many Angmo Fund managers are eyeing the glove stocks (the big 4) after the reports in Bloomberg.

They are coming in now. More actions will follow suit.

TG and HARTA are already in the FBM KLCI, while SUPER and KOSSAN will be included in the MSIndex at month end. So the big 4 become their top choices due to explosive PAT in the next few quarters.

If the local funds and IBs want to bring down the share price of glove sectors, the big 4 will be snapped up asap by these angmo funds. No doubt about it. They are very fluid anyway.

However, for the the second and third liners, it is difficult to predict. Think carefully and make your own decision where to park your money.

________________________________
KLCI records net inflow after 25 weeks despite cautious global sentiment
TheEdge Sun, Aug 16, 2020 12:44pm - 9 hours ago


KUALA LUMPUR (Aug 16): Despite cautious sentiment on the global economic outlook, the local equity market rebounded to record a net foreign buying last week, after the 25th consecutive week of net foreign selling.

Bank Islam Malaysia Bhd economist Adam Mohamed Rahim said from last Monday to last Thursday, international investors acquired RM76.8 million net of local equities compared with the RM937.5 million net disposed from Monday-Friday period in the previous week.


https://www.klsescreener.com/v2/news/view/714489/foreign-funds-turn-net-buyers-after-25-weeks
____________________________
Posted by GiantPanda > Aug 16, 2020 4:54 PM | Report Abuse

some Foreign Funds are not allowed to buy now even though they know SUPERMX will be added into MSCI GLOBAL STANDARD INDEXES on 31 Aug 2020 Malaysia National Day Merdeka!

They can only buy from September due to stringent investment rules and restrictions

For The First Time Ever You Have The Advantage To Buy Now before SUPERMX fly sky high

Don’t miss the window of opportunity regret afterwards cry dad cry mom at the dark corner

South Korea in ‘grave situation’ after biggest coronavirus outbreak in five months

Fears grow about a massive outbreak in the greater capital region
Spike prompts authorities to reimpose tighter social distancing curbs

Park Chan-kyong

Published: 2:27pm, 16 Aug, 2020

South Korea reported 279 new coronavirus
cases on Sunday, up from 166 the previous day, the biggest surge since March.
The spike in infections prompted President Moon Jae-in
to warn of new clusters in coming days in the Seoul metropolitan area.

“The daily new Covid-19 cases suddenly spiked to 279, with infections centred on some churches,” he said in a Facebook message.

“We are in a very grave situation … This is a critical moment to determine the success or failure of our quarantine efforts”.

Moon was referring to South Korea’s initial outbreak earlier this year and the country’s aggressive attempts to get its outbreaks under control.

https://www.scmp.com/week-asia/health-environment/article/3097553/south-korea-grave-situation-after-biggest-coronavirus

Well, new waves of Covid-19 is back in Europe.

Look at the news below:

Virus flareups in Europe lead to club closings, mask orders
Published Sat, Aug 15 20205:57 AM EDT
The Associated Press
Key Points

New flareups of Covid-19 are disrupting the peak summer vacation season across much of Europe.
Authorities in some countries are reimposing restrictions on travelers.
Some are closing nightclubs again, banning fireworks displays and expanding mask orders.

New flareups of Covid-19 are disrupting the peak summer vacation season across much of Europe, where authorities in some countries are reimposing restrictions on travelers, closing nightclubs again, banning fireworks displays and expanding mask orders even in chic resort areas.

“Unfortunately, this virus doesn’t play ball,” British Transport Secretary Grant Shapps told Sky News.

The surges have spread alarm across Europe, which suffered mightily during the spring but appeared in recent months to have largely tamed the coronavirus in ways that the U.S., with its vaunted scientific prowess and the extra time to prepare, cannot seem to manage. The continent’s hardest-hit countries, Britain, Italy, France and Spain, have recorded about 140,000 deaths in all.

https://www.cnbc.com/2020/08/15/virus-flareups-in-europe-lead-to-club-closings-mask-orders.html

@whitney, wow, if it is true, then this news is definitely shocking and very frightening.

Looks like the earliest date for Covid-19 vaccines to be approved by FDA and WHO will be 12-18 months from now.
_________________________________
Posted by whitney > Aug 16, 2020 8:47 PM | Report Abuse

https://www.torontotoday.net/2020/08/15/vladimir-putins-daughter-dies-...

@JohnFarmer458, thanksa lot. This is good source of reference regarding the surge of PPE especially medical gloves as anticipated.

Looks like all governments in the world are extremely worried about the shortage of medical glove in their hospitals.

Stockpiling medical gloves has now becomes their top priority.

No wonder all the big 4 are buying lands and building factories aggressively. The structural change in demand has changed the whole landscape of medical glove's usage in the world.

All serious investors with long term strategy, kindly take note.
__________________________________________
Posted by JohnFarmer458 > Aug 16, 2020 6:08 PM | Report Abuse

https://www.fda.gov/medical-devices/coronavirus-covid-19-and-medical-d...

Medical Device Shortages During the COVID-19 Public Health Emergency

Device Shortage List
Categories of devices in the device shortage list are:

Personal Protective Equipment
Testing Supplies and Equipment
Ventilation-Related Products

08/14/2020 Personal Protective Equipment LYY (Latex, non-powdered patient examination glove) Demand increase for the device Duration of COVID-19 PHE Availability: Limited supply
08/14/2020 Personal Protective Equipment LYZ (Vinyl patient examination glove) Demand increase for the device Duration of COVID-19 PHE Availability: Limited supply
08/14/2020 Personal Protective Equipment LZA (Polymer, non-powdered patient examination glove) Demand increase for the device Duration of COVID-19 PHE Availability: Limited supply
08/14/2020 Personal Protective Equipment LZC (Specialty, non-powdered patient examination glove) Demand increase for the device Duration of COVID-19 PHE Availability: Limited supply

@kltower, according to the Chinese lunar calendar, August is already the first month of Autumn where 7th Aug is 立秋。

With the number of Covid-19 cases averaging 50-60K per day in US, and schools, colleges will resume in the fall, I guess Dr Fauci's prediction will become a reality.

The sun is moving back to the equator gradually, and soon, the northern hemisphere's climate will be extremely favourable for Covid-19 to strive.

Looks like the demand of gloves will be much higher in the coming months.
________________________________________
Posted by kltower > Aug 15, 2020 7:31 AM | Report Abuse

Brazil 50,644...US 50,261 new covid cases, battlefield still exists.

Dr.fauci said US must control daily cases below 10,000 before Autumn otherwise they will have big problem...one month left only wor? can they make it?

@freetospeak sifu, good article on the truth of vaccines. Thanks for sharing.

Indeed, with the covid-19 virus staying together with humans for years to come, even with vaccines available, the new normal has been set as stringent rules and regulations, some even enacted as laws.

Gloves are essential items now and all countries will need to stock pile as much as possible because nobody knows when the new waves will arrive again.

If before covid-19, doctors or nurses might not wear gloves when treating patients or carrying out injections, now all are fully equipped with PPE.

Just imagine the huge demand of medical gloves.

It will be very costly and troublesome if the respective governments do not stock ample PPE stocks.

So, I believe the situation nowadays are very much different from SARs and H1N1.

We will see the demand of gloves surge to new high even after Covid-19 subsides for the time being.

I have full confidence in the future of glove sectors because besides covid-19, the emergence of more lethal virus in the future is unavoidable.

_________________________________________
Posted by freetospeak > Aug 15, 2020 5:40 PM | Report Abuse

https://www.forbes.com/sites/robertpearl/2020/08/10/coronavirus-vaccin...

@sacredinvestor, dear brother, aiyo! We have to be extra cautious when mantra is involved.

According to the Vjrayana teaching, anyone who wishes to learn how to chant the mantra of vajra Guru, Buddha, Boddhisatva and Vajra protectors, must first receive the initiation and empowerment from the lineage guru, then only its efficacy can be seen and felt. or else, it is against the Vajra precepts of the Vajrayana school lineage.

______________________________________________
Posted by sacredinvestor > Aug 13, 2020 10:15 AM | Report Abuse

Mantra for Wealth (Jambhala Mantra): 嗡 藏巴拉 札楞札也 梭哈 (om dzambhala dzalin draye soha)
Sing this so SUPERMAX will break 20 and TOPGLOV will break 26

Sifu OTB, thank you very much for sharing your calculations and ideas. I will listen to your advice.

@phoenix, my case is similar to yours.

I only came to this forum in June and I am very surprised to read the sifus' calculations and predictions which are based on facts and figures. Very impressive indeed.

I was convinced, hence immediately, I offload others in June and stick to Super, hold tight till now.

A million thanks to all the great sifus for their accurate predictions and precious advice.
——————————————————————————————————
Posted by _phoenix_ > Aug 12, 2020 6:44 PM | Report Abuse

Previously I was sceptical of Supermax achieving bombastic results despite my firm believed in the fundamentals of gloves stocks as I am a long term holder of Harta since few years ago, but it was really impressive how accurate @OTB @freetospeak were with their predictions as they appeared to have done tremendous research. It is unfortunate that this sell down correction is happening but fortunate for those who have been waiting to buy in..

@ceoshare, 没错， 你说得对。

而且， 这一次的新冠大瘟疫， 对SUPER 公司来说，是非常宝贵以及难得的一次实弹演练， 让公司对整个OBM的经营模式与架构，其他模式的操作，以及物流运输等每个环节的强处与弱点，都有了更加深刻的体验，对未来公司的壮大成长，可说是起了巨大的作用。

目前，战斗还没结束，但我敢肯定，经此一役之后， SUPER 上下，必将进入一个崭新的境界，未来的成长，必将辉煌无比。

我想，我们在这个论坛里，虽说人微言轻，但我相信SUPER 的管理层上下， 其实都很重视我们的反馈信息， 不管我猜想的对不对，还是很感谢SUPER上下齐心合力以及对我们这些支持者的回馈。

能够有机会乘搭这一趟火箭，是敝人的荣幸。

———————————————————————————————————————————————
Posted by ceoshare > Aug 12, 2020 9:30 PM | Report Abuse

SUPERMAX 建立一个生态。并且整个生态刚刚好用的着在这个疫情 。。 就算COVID 结束。 原有有的生意模式绝不会消失， 反而透过这个疫情更加容易建立顾客的生态 。

@kltower, I suspect the Russian scientists are currently carrying out the phase one and two trials for their vaccines.

Or may be they are actually adopting a discreet herd immunity approach, using the Vaccine as a camouflage.

_____________________________________
Posted by kltower > Aug 12, 2020 10:07 PM | Report Abuse

Russia declares 5,102 more positive COVID-19 cases

https://menafn.com/1100625152/Russia-declares-5102-more-positive-COVID...

where is the Russia vaccine ??

@ceoshare, my projection for Qtr 1/21 PAT,is at least 1.0 bil. Qtr 2/21 is also another 1 bil.

__________________________________________
Posted by ceoshare > Aug 12, 2020 9:21 PM | Report Abuse

PROJECTION 750M - 900M for the NEXT Q
NEXT NEXT Q RM 1B PROFIT !!!!

@Aramco, indeed, sifu freetospeak's calculation is very accurate and impeccable.

But then, with the trend of "buy on rumour, sell on fact", even if Super's Qtr4 PAT is 500 mil instead of 399 mil, the same profit taking process like today will still take place. It is unavoidable.

So, it is a blessing in disguise I guess, and we shall see more explosive action in the coming weeks where a much higher PAT for next Quarter is anticipated with solid figures.

Thank you very much sifu freetospeak, I am still holding tight all my Super.
_______________________________________________
Posted by Aramco > Aug 12, 2020 9:57 PM | Report Abuse

Supermax 4th Qtr PAT suppose to be more than 500 Millions instead of 408 Millions if 120 PAT millions didn't brought forward to Q1 2021 (according to CiA independent analysis)
In fact quite a lot number of Supermax shareholder expect 4th Qtr PAT ABOVE 500 millions including me . too bad ???


CiA have tried to be bring you independent analysis. Our earlier estimate of Supermax’s Q4 results had an accuracy as follow;

Revenue Forecast vs Actual = 88% accuracy

PAT Percentage Forecast vs Actual = 95% accuracy

*PAT Forecast vs Actual = 85% *If taking into consideration the PAT 120mil brought forward to Q1, then it’s the PAT Forecast Accuracy is about 90%.

This is AAA Class analyst report.

@vinspace8, you are spot on, well said.

In our country alone, how many doctors, nurses, private clinic doctors, lab technicians, and many other health care frontliners who need to wear and change gloves per day? Just calculate yourself.

How many pairs of gloves need to be changed per person per day? Just can't imagine the amount of PPE, especially gloves, needed by the health care personel per day.

Now the whole world is under severe threat of Covid-19, no matter how many vaccines approved by FDA or WHO, the surge in demand of medical gloves is exponential and the structural-change in the demand of gloves is also unprecedented.

Hence, we can see the aggressive expansion of factories and production lines of the big 4, in order to fulfill the demands from 2020 till 2022 and beyond.

Talking about a glut of supply, well, wait till the day when WHO declares that the Covid-19 pandemic is over.If you are still doubtful, please ask Uncle KYY.

When will WHO going to announce that the Covid-19 pandemic is over? Nobody really knows the exact date, but it is estimated in the year 2025, the soonest.

When Super's new factories and production lines commence production from now till 2022, it will be a continuous growth path till 2023 and beyond.

In fact, this is the right timing for us to join SUPER in shaping a bright future.
_________________________________
Posted by vinspace8 > Aug 12, 2020 2:49 PM | Report Abuse

There are 144 govt & 240 private hospitals in Malaysia. Assuming all of them take part in vaccination and allocate 5 docs/ MOs every day, 8 hours of work a day, 4 patients every hour, they're able to vaccinate around 61,440 people a day. In order to vaccinate 33 mil Malaysians, it will take 537 days. This is on optimistic assumption that there is enough supplies at reasonable prices and hospitals are able to allocate resources in terms of manpower, space, storage etc. This is for our country which has a relatively good healthcare system, but what about countries like India with population over a billion and inadequate healthcare system coupled with poverty etc? Still think vaccines will make the virus dissappear overnight?

A magnificent and excellent analysis. Thanks a lot for the hard work, sifu.

@cjp74132rn, well said.

Since company has piles of cash, and treasury shares have been given away as dividends to reward the share holders, may be before or after the bonus issue date, the company can always initiate another round of massive share buy backs, in stages, when there is a dip, I suppose.

Hence, the newly accumulated treasury shares can always be given out as another special dividend in the next Qtr.

This strategy is highly workable and it cannot be ruled out. All Super supporters will be rewarded handsomely for sure.

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Posted by cjp74132rn > Aug 12, 2020 12:00 PM | Report Abuse

By my calculation, the 1 for 45 share dividend after the bonus issue equates to a dividend of RM0.9778 per share now (assuming a share price of RM22) or RM0.4889 after the bonus issue.

That would clear about 60 mil shares in the Treasury account now. The total dividend payment will be about RM1.3 bil - value transferred to shareholders without affecting the current cash flow of the Company, and thanks to its foresight in doing share buybacks at rock bottom prices.

One can't really complain about the good dividend yield!

@freetospeak guru, I believe Super will bring forward the next Qtr date to early November or end October.

With the amount of cash piling in this current situation, I hope Mr Stanley will give us huge cash dividend in the next Qtr, plus many other perks, like another 1:1 bonus, to reward all the loyal supporters.

是为盼。

@ paktua73, welcome back. Ha ha.

Indeed, you are spot on. It is good opportunity to accumulate below 19.50. After 1:1 bonus and divident in Sept, your average cost is still less than 10. Wow, real bargain in this cheap sale phase.
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Posted by paktua73 > Aug 12, 2020 11:10 AM | Report Abuse

tut tut
we not good as an investors
but real legend swing player..

@freetospeak sifu, thanks a lot and I am waiting to read your CiA report eagerly.
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Posted by freetospeak > Aug 12, 2020 11:33 AM | Report Abuse

see2sea @freetospeak sifu, today will publish new article?....not sure..still fine tuning...the one posted this morning jus a draft.

@cjp74132rn, well said.

Super's is extremely resilient for sure, with strong fundamentals and extraordinary earning potentials.

Ha ha. Profit taking is very normal and it is inevitable, especially after the Qtr release on the 10th Aug.

There is still a 2-3 months waiting period for the next Qtr report. So, nothing wrong to lock in profit if you prefer the strategy.

Based on all the sifu's calculations, the next Super Qtr PAT will hit 1.0 bil, I presume.

So, even after 1:1 bonus issue and treasury share dividend, the adjusted share price will still shoot up tremendously.

So, at this consolidation phase, any dip is a golden chance to accumulate. However, if you wish to invest in Super and others, you need to consult your sifu or those who are experts for the entry level.

Russia vaccine's emergence is an excellent excuse to offload some holdings for some. However, without Phase III Clinical trial, this vaccine can never be adopted by WHO and the US, EU etc. Now the Russians become the guinea pigs.

Nothing wrong for consolidation. Looking at the trend, the glove second liners are the ones to bleed the most. Too bad.

For those who play short term and do not wish to take up the shares, the dire consequences could not be avoided when massive profit taking commenced.

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Posted by cjp74132rn > Aug 12, 2020 11:17 AM | Report Abuse

The volatility today will be relished by the day traders, especially those who can pick the top and trough.

The fact remains that, in the current economic environment, there are very few growth industries. Fortunately, the glove industry is in the growth industry category.

Medium and long term shareholders whose entry price is very low (eye popping to new comers) will generally not allow the blips to be an indicator that stellar profits for at least the next 2 years are in serious jeopardy.

Those who believe that solid profits are sustainable for the next 2-3 years can look forward to greater rewards.

Those who don't share this belief should logically not invest, or divest, and look at other prospects.

@sifu OTB, thank you very much for your analysis and advice. I shall hold tight and wait till the year end. Also would like to thank Jinn for your warm reminder.

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Posted by OTB > Aug 11, 2020 11:32 AM | Report Abuse

Posted by keng88 > Aug 11, 2020 11:16 AM | Report Abuse

kyy want to buy back supermx liao... Wakakaka...
----------------

I believe I had convinced Mr Koon to buy back some Supermx because of the following reasons :-

1) In the month of July 2020, the selling price of the glove increased by 15%.
In August and September 2020, the selling price of gloves increased by 30%.
I believe Q1 2021 result will be better than Q4 2020.

2) There is a bonus issue of 1 for 1, the ex date is 7 September 2020. Hold through bonus issue to win big.

3) I recommend holding on to the share until Q1 2021 result is out. You will get your bonus issue and you will sell at a higher price since Q1 2021 result is supposed to be excellent result. (excellent is a better word than very good).

4) Moreover, the management of Supermx proposed a final dividend via the share dividend distribution on the basis of 1,000 treasury shares for every 45,000 shares held after bonus issue of shares.

I believe he will buy Supermx.

Thank you.

@PZOGRO, Ha ha, Every research house has their own criteria and yardsticks for them to set the TP.

I guess it is ok for Kenanga to set the TP at RM25.

I have been holding KOSSAN before and i have read KENANGA's analysis for KOSSAN since 2018.

I found that KOSSAN is one of their TOP FAVOURITE, and the most commonly used REASON by their analysts is "KOSSAN is currently trading with an unwarranted PE discount of ......".

So, no big deal, anyway.

In my opinion, I believe SUPER is currently undervalue with a PE of <60, compared with other big guys with PE of >99. Reiterate: OUT PERFORM.

I will borrow their words:"SUPER is currently trading with an unwarranted PE discount of....." Please fill in the blank if you wish.

I guess no COPYRIGHT reserved for the VERSE, right?

TO the analysts of all the research houses, no hard feeling. This is just my two cents opinion.

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Posted by PZOGRO > Aug 11, 2020 10:59 AM | Report Abuse

I expect Kenanga to give above RM30.

Thank you very much for the info.

Thank you very much for sharing the info.

@ongong2020, Yes, I agreed with you, many will pengsan when the accumulation of all months add up in the next Qtr.

Kindly listen to sifu OTB's advice, hold tight all your Super till next Qtr and beyond, sky is the limit.
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Posted by ongong2020 > Aug 10, 2020 6:25 PM | Report Abuse

Based on the 408m PAT... I think it only captured April and partialMay sales order... Lots of the June with insane sales order are brought forward to next quarter... I cant imagine the PAT of next quarter... Hohoho

@OTB sifu, Yes, I hope to see limit up also.

For those who have not yet acquired Super, never mind,kindly grab the chance asap and you will still entitle to the 1:1 bonus before September 7th, the proposed ex-date.

But, you have to be quick, I guess the big guys are eyeing for the big pile in next Qtr (Qtr1/21)as mentioned by sifu freetospeak earlier.

I am still repeating my own point of view:

今天，大家见证了SUPER激荡人心的破天荒业绩，很多人恐怕今晚都兴奋得难以入眠，敝人即是其一。

百年难得一见的大瘟疫=百年难得一见的手套股机遇, 此机遇，也是SUPER 即将成为未来大马股市成长股的超新星之一。

恭贺SUPER全体上下的齐心合力，大展拳脚，让SUPER达到新的巅峰。希望下个季度，再创新高。

希望来到这个论坛的有缘人，不要错过这个黄金机会。

明天开始，也许就是SUPER飞腾上青天，达到30%上限的新机遇。

敬请大家见证历史。
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Posted by OTB > Aug 10, 2020 8:29 PM | Report Abuse

The PAT = 400 million, it is 563% increased profit for Supermx.

Carepls made 400% increased profit, the Q2 2020 result was released on 24/7/2020.
The share price of Carepls jumped from 2.46 on 24/7/2020 to the high of 5.83 on 4/8/2020, a jump of 137% in the last 6 trading days.

If PAT is 400 million, 563% increased profit for Supermx.
If the share price Supermx followed Carepls's foot step, the share price of Supermx should jump > 137% in 6 trading days.
Based on this calculation, the share price of Supermx should be 54.32 (I did not say the price of Supermx will go up to 54.32).
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Ans :
I hope the share price of Supermx will be like Carepls jumped 137% in next 6 trading days.
Thank you.

@kltower,sifu freetospeak, sifu OTB and SuperHew, Everyone is so excited today, cannot sleep tonight because tomorrow Super could be limit up. I hope to see at least once for Super in 2020.


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Posted by kltower > Aug 10, 2020 8:06 PM | Report Abuse

PAT double of harta ! now harta share price looks expensive PE > 100, Supermax PE 55.

@kltower, Haha, they should have listened to freetospeak sifu earlier.

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Posted by kltower > Aug 10, 2020 9:21 PM | Report Abuse

Kananga, HLB, CIMB banker tonight all very headache, gave harta TP RM24.xx now 7106 profit almost double of harta... niama if harta worth RM24.xx TP for 7106 should be higher !

@superhew sifu, your predictions and calculations are very accurate, thank you very much.

Based on the report today, I believe PAT for the next qtr, will be at least 900 mil.

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Posted by yfhew1 > Aug 10, 2020 9:59 PM | Report Abuse

Hi Mr.OTB,

Based onP

1. 70% of NBR
2. Low labor cost.
3. Making mask in Malaysia and Canada
4. 5 plant building together in one time, name 60-72/73, 60-60, 60-62
5. Cash more than 1 billion in hand
6. Commissioning of Plant 12
7. OBM 95%
8. Committed Management and Staff
9. Strong marketing arm and oversea subsidiary
10. Definitly strong supportive from Supermax fans.

For sure, 871 million for next Q not a dream. Limit up he he he, good also

@freetospeak sifu, Agreed with you totally. TG & SUPER 乃并驾齐驱的好兄弟。

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Posted by freetospeak > Aug 10, 2020 9:58 PM | Report Abuse

now u c why tg n super always go hand in hand...even net profit also hand in hand...350 vs 400.U think supermax cannot annouce higher profit for qtr 4 ? i guess they r reserving it for Next qtr when TG announce 1 bil profit...Super will also annouce 1 bill profit...lol

@freetospeak sifu, 这一个QTR, 有这样的成绩，我已经很满足了。

感谢你和几位师傅，我才会守到现在。


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Posted by freetospeak > Aug 10, 2020 7:11 PM | Report Abuse

i already said this qtr difficult to acchieved ...next qtr 800m to 1 billion !!! Next QTR lets Bonus again n another share or cash dividend !!!

SUPER Q4/20 近400 mil PAT, 可说是震惊整个大马股市，这样的成绩，已经成为四大天王的领头羊了。

希望所有手套股的股价，从明天开始，到接下来的几个月，都会奔向蓝天。

祝福大家都有机会赚钱。

感谢STANLEY和SUPER的管理层，没有忘记我们这些股东，除了1给1红股，还给了大家1:45的库存股。

当然，公司现在忙着扩展地库，建造新厂和生产线，需要很大笔资金，这点大家都能够理解。未来SUPER必定是本地股市的成长股超新星。

下一个季度，我相信STANLEY 还会给股东们带来更大的惊喜。

敬请大家拭目以待。

To all great sifus--freetospeak, OTB 和 Superhew, 谢谢你们的精准计算和预测。让我们建立了强大的信心，保留SUPER到现在。

Q4 成绩揭晓： 果然不出所料，是颗手套股的金融核弹，史无前例，SUPER缔造大马金融界的历史了。

恭贺STANLEY， 你是条真汉子，没有令我们失望。九月的BONUS ISSUE， 还会迎来一个满堂红。

这次没有买到SUPER 的朋友们， 千万不要错过黄金机会了。

盼未来的QTR 1/21 成绩，是颗氢弹。


For 4Q2020, revenue surged to RM929.1 million increasing by 147.1% as compared to the corresponding quarter a year ago (“4Q2019”).
Profit after tax (“PAT”) soared by 2,815.4% to RM408.3 million.
With this strong performance, the Group achieved industry leading EBITDA, PBT and PAT margins of 60.4%, 55.9% and 43.9%, respectively in 4Q2020.

@JohnFarmer458, Agreed 100%.既然说了不听，那就随缘吧！

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Posted by JohnFarmer458 > Aug 10, 2020 5:28 PM | Report Abuse

This forum has become trolls spamming place instead of a forum for sharing information