Boon Keng

cybergreen | Joined since 2017-05-24

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Stock

2020-06-03 21:51 | Report Abuse

Yes next week is the show. Tomorrow Thursday already. Time to buy and hold

Stock

2020-06-03 21:36 | Report Abuse

Come we buy warrant tomorrow. Hahaha
Tomorrow is last day to collect before result out.

So better dun miss again

Stock

2020-06-03 19:55 | Report Abuse

Because of the entire trend and butterflies effect.
Topglove rebound so strong, who got such a power to absorb all the buyer? You think urself.

Those IB, Super investor, those operator all collected back from retailers. Now they can easily push high.

And seem like it’s going to break new high very soon.

Stock

2020-06-03 18:47 | Report Abuse

Yes tomorrow might test 15.55 at previous closing. And follow by new high $16.22.

Stock

2020-06-03 18:27 | Report Abuse

The uob and cimb bank news already impose this morning and absorbed today. Dun think have further downside. Shld collect at Low and sell after QR.

Stock

2020-06-03 18:24 | Report Abuse

yah the cimb and uob news already absorb today and the outperform topglove share is reflect everything. Strong result earning coming.

Stock

2020-06-02 18:58 | Report Abuse

someone is trying to give u some bad hope and they can buy Low from you.

Stock

2020-06-02 18:07 | Report Abuse

yes maybank and kenanga TP is rm20. Now only 14.80 what u worry for? Should buy as much as possible if tomorrow drop again.

Stock

2020-06-02 15:36 | Report Abuse

Topglove still strong as expected. Should buy and keep until QR

Stock

2020-06-02 13:49 | Report Abuse

Shld hold becuase operator is pressing down to collect cheaper

Stock

2020-06-02 12:57 | Report Abuse

I think rm20 is ok

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2020-06-02 12:41 | Report Abuse

Should buy and keep now. Good opportunity for those who haven’t on board.

Stock

2020-06-01 19:54 | Report Abuse

tomorrow 4.5-4.7. Now or never if you haven’t onboard.

Stock

2020-06-01 18:24 | Report Abuse

Come tomorrow would be good day.

Stock

2020-05-31 12:03 | Report Abuse

Seem like everywhere and everyone is taking about gloves, look like need a break before surge up. Hopefully next week have a healthy retracement. Or else too hot might losing steam. For Long term still advise to hold, if trader or mid term can consider Tp and let it rest before surge.

Stock

2020-05-29 00:47 | Report Abuse

Tmr continue the show.3.70

Stock

2020-05-28 21:34 | Report Abuse

kyy have many proxy account and his wife and himself so many account. Why he must show u he is top30? Haha
Think about that, if uncle switch his full fund from Supermax to comfort how u think about comfort? Still have room to go lah. And end of the June is QR report for comfort. Confirm he buy as much as possible before it release.

Stock

2020-05-28 19:49 | Report Abuse

Yes move some Supermax to comfort Now. Going to focus comfort for June QR. hehehe

Stock

2020-05-28 19:23 | Report Abuse

Lol loser stockhunter85...

Help urself first before u claim u wanna help newbie. Stupid lah hahaha

Ppl like u is loser and forever trader. Up also scare, down also scare. Dun buy stock put ur money inside FD is 100% safe.

Stock

2020-05-28 18:34 | Report Abuse

Why when comfort SBB all haters silent? Hahahaha.

Stock

2020-05-28 13:43 | Report Abuse

Wow time to buy more.

Stock

2020-05-27 20:05 | Report Abuse

OMG! one more time.

Stock

2020-05-26 20:46 | Report Abuse

this mf is loser lol

Stock

2020-05-26 18:26 | Report Abuse

Today 187 confirmed cases. More to come, I think second waves come. And spike like sg.

Stock

2020-05-25 17:41 | Report Abuse

Cannot differentiate like that. Either external or our Malaysian infected, it’s counted as confirmed cases. And the more confirmed cases the longer mco will extend.

Stock

2020-05-25 17:19 | Report Abuse

today confirmed cases 172!!! More to come

Stock

2020-05-25 08:54 | Report Abuse

@chopstick seem you are not really understand how the vaccine creation. I suggest you go study deep and more information before you simply comment here.

https://codeblue.galencentre.org/2020/05/22/fastest-vaccine-took-five-years-expert-says/

Stock

2020-05-25 08:35 | Report Abuse

Dun simply sell your ticket to others. They trying hard to create panic sell so that they can on board cheap. Lol
Worlds pandemic is getting worst as today news saying trump going to suspends travel from Brazil as coronavirus pandemic worsens in south American.

Stock

2020-05-25 08:29 | Report Abuse

Trump suspends travel from Brazil as coronavirus pandemic worsens in South America…

Stock

2020-05-24 12:20 | Report Abuse

@Aramco you are wasting time here. No need to worry, you can sell or dun buy. Let we earn the profits. You stay there sour grape better.

Stock

2020-05-24 12:07 | Report Abuse

Wow why weekends so many loser and sour grape are out while the rest of us happily enjoys our holidays by using comfort profits to spend with family.

Dun listen to those who trying to scare shit you, becuase they also hope the share price drop so that they can onboard.

Lol only silly ppl are selling glove counter now.

Stock

2020-05-24 12:05 | Report Abuse

kenanga raise supermax tp from 6.60 to 7.60


We are excited with Supermax prospects over the next few quarters following a 3QFY20 post result briefing. Specifically, Supermax is expected to gain from higher margins from both its gloves manufacturing and distribution channels due to abnormal demand and acute supply tightness. We expect higher margins going forward due to higher product mix skewed towards OBM distribution which accounts for 95% compared to 70% pre Covid-19 which we believe had caught us as well as market by surprise. Hence, we raised our FY20E/FY21E net profit by 6%/16%, to account for higher margins. TP is raised from RM6.60 to RM7.60 based on unchanged 26x CY21E EPS. Reiterate OP.

Dual-stream incomes from manufacturing and distribution. Specifically, Supermax is expected to gain from higher margins from both its gloves manufacturing and distribution due to abnormal demand and acute supply tightness. We expect higher margins going forward due to higher product mix skewed towards OBM distribution which accounts for 95% compared to 70% pre Covid-19 which we believe had caught us as well as the market by surprise at a time when of tight supply due to aggressive stockpiling of critical medical supplies including gloves. Typically, manufacturing OEM pre-tax margin ranges between 12% to 15% compared to Own Brand Manufacturing (OBM) pre-tax margin of 15% to 20%. In terms of demand, Supermax is getting enquiries from foreign government agencies, non-government organisations, retail and restaurants chains. Amplifying the pent-up demand, buyers are paying between 30% to 50% deposits in advance to secure glove supply and timely delivery. The delivery lead time has now risen from 45 to 60 days pre Covid-19 to 10 to 12 months currently. Case in point is Supermax’s overseas distribution centres which are experiencing fast inventory depletion from usual 4 months to within 6 weeks. Supermax expects the heightened demand to continue for the next 1 to 1.5 years. All in, we are bullish on higher-than-expected margins since ASP has been moving upwards week-on-week. As demand pick up, containers are shipping at prices higher than previous months.

Outlook. Plant 12 consists of Block A and Block B, each consisting of 8 double former lines with 2.2b pieces each (total 4.4b pieces). As of now, for Block A, its remaining 3 lines started commissioning in end March 2020 on top of the 5 lines already in commercial production. For Block B, all 8 lines are expected to be fully commissioned by 2H 2020. Upon full commercial production by 2H 2020, installed capacity will rise 13.4% to 26.2b pieces per annum.

Raised FY20E/FY211E net profit by 6%/16% after raising our pre-tax margin from 13%/14% to 16%/18%.

Undemanding FY21E PER valuation of 18x compared to expected earnings growth of 68%. Correspondingly, our TP is raised form RM6.60 to RM7.60 based on unchanged 26x CY21 revised EPS of 25.4 sen (at slightly above +2.0SD above the 5-year historical forward mean). We like Supermax because: (i) the stock is trading at an undemanding 18x FY21E EPS compared to expected earnings growth of 68%, and (ii) of its OBM model, where it can extract higher margin from distributor prices, compared to the OEM model at lower factory prices. Reiterate Outperform. Key risk to our call is longer-than-expected commercial operations of new plants.

Stock

2020-05-24 12:04 | Report Abuse

kenanga raise supermax tp from 6.60 to 7.60


We are excited with Supermax prospects over the next few quarters following a 3QFY20 post result briefing. Specifically, Supermax is expected to gain from higher margins from both its gloves manufacturing and distribution channels due to abnormal demand and acute supply tightness. We expect higher margins going forward due to higher product mix skewed towards OBM distribution which accounts for 95% compared to 70% pre Covid-19 which we believe had caught us as well as market by surprise. Hence, we raised our FY20E/FY21E net profit by 6%/16%, to account for higher margins. TP is raised from RM6.60 to RM7.60 based on unchanged 26x CY21E EPS. Reiterate OP.

Dual-stream incomes from manufacturing and distribution. Specifically, Supermax is expected to gain from higher margins from both its gloves manufacturing and distribution due to abnormal demand and acute supply tightness. We expect higher margins going forward due to higher product mix skewed towards OBM distribution which accounts for 95% compared to 70% pre Covid-19 which we believe had caught us as well as the market by surprise at a time when of tight supply due to aggressive stockpiling of critical medical supplies including gloves. Typically, manufacturing OEM pre-tax margin ranges between 12% to 15% compared to Own Brand Manufacturing (OBM) pre-tax margin of 15% to 20%. In terms of demand, Supermax is getting enquiries from foreign government agencies, non-government organisations, retail and restaurants chains. Amplifying the pent-up demand, buyers are paying between 30% to 50% deposits in advance to secure glove supply and timely delivery. The delivery lead time has now risen from 45 to 60 days pre Covid-19 to 10 to 12 months currently. Case in point is Supermax’s overseas distribution centres which are experiencing fast inventory depletion from usual 4 months to within 6 weeks. Supermax expects the heightened demand to continue for the next 1 to 1.5 years. All in, we are bullish on higher-than-expected margins since ASP has been moving upwards week-on-week. As demand pick up, containers are shipping at prices higher than previous months.

Outlook. Plant 12 consists of Block A and Block B, each consisting of 8 double former lines with 2.2b pieces each (total 4.4b pieces). As of now, for Block A, its remaining 3 lines started commissioning in end March 2020 on top of the 5 lines already in commercial production. For Block B, all 8 lines are expected to be fully commissioned by 2H 2020. Upon full commercial production by 2H 2020, installed capacity will rise 13.4% to 26.2b pieces per annum.

Raised FY20E/FY211E net profit by 6%/16% after raising our pre-tax margin from 13%/14% to 16%/18%.

Undemanding FY21E PER valuation of 18x compared to expected earnings growth of 68%. Correspondingly, our TP is raised form RM6.60 to RM7.60 based on unchanged 26x CY21 revised EPS of 25.4 sen (at slightly above +2.0SD above the 5-year historical forward mean). We like Supermax because: (i) the stock is trading at an undemanding 18x FY21E EPS compared to expected earnings growth of 68%, and (ii) of its OBM model, where it can extract higher margin from distributor prices, compared to the OEM model at lower factory prices. Reiterate Outperform. Key risk to our call is longer-than-expected commercial operations of new plants.

Stock

2020-05-23 18:38 | Report Abuse

巴西疫情突然告急! 一天新增2万多确诊病例、死1千多人......墓穴挖不停!

Stock

2020-05-23 17:47 | Report Abuse

@Aramco is another joyvest and @hooi? Haha
We already make a big profits from glove counter especially comfort. Only you sour grape confirm never earn a single profits from comfort before.

Whatever you said is not true and useless. You are wasting others time to read watever you posted here. If director dispose that tiny shares can scare the rest, the share price won’t be going up so much. Last time Supermax also like that, 1.3-1.90 everyone come out said Supermax is con counter....

Now even you wanna buy Supermax also no money to buy. Hahaha

Stock

2020-05-23 16:37 | Report Abuse

中国的新闻:需要六个月才知道结果

期刊还指,试验是在108名健康成年人中进行的开放标签试验,在28天后显示出有希望的结果,最终结果将在6个月内进行评估,但仍需进一步的试验来确定免疫反应是否能有效预防感染。

Stock

2020-05-23 16:37 | Report Abuse

today China news about the covid 19 vaccine test... need at least 6 month only know result... lol by the time 6 month comfort already Rm4.5 haha

Stock

2020-05-23 15:54 | Report Abuse

Selamat Hari Raya and enjoys ur weekend guys’d

Dun talk share during weekend. Hahhaa

Stock

2020-05-22 21:32 | Report Abuse

haha dun worry. Even the director sold but the share price still going up like nobody business. Mean everyone is accept the stock value.
This comfort confirm is one of the black horse in 2020.

Stock

2020-05-22 19:06 | Report Abuse

more and more cases.

Stock

2020-05-22 17:03 | Report Abuse

Malaysia today have 78 confirmed new cases. Seem new waves coming and after Hari Raya confirm more to come as ppl all happily go out celebrate and the virus outbreak will increase significantly.

Selamat Hari Raya to all my malay fren, and stay safe and wear mask if possible when you going out. Stay safe and healthy all.

Enjoys ur Long weekend.

Stock

2020-05-22 13:36 | Report Abuse

Ruberex seem coming also. Carepls also seem rebounding soon.
Comfort still the best choice compare to others(except Supermax)

Stock

2020-05-22 13:12 | Report Abuse

paktua T_T

Selamat Hari Raya for your. Wishes you have a good Raya weekend.

We all continue as united to support comfort. No yet take profits as we wish the share price continue uplift after lunch. Maintain above 2.75 we are happy.

Stock

2020-05-21 21:40 | Report Abuse

To 5.5 just an illusion. I can blindly say tp10 also.
Dun get trap at high. Becareful, unless you have extra money