dalpinia

dalpinia | Joined since 2014-02-23

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Stock

2020-09-12 22:51 | Report Abuse

If next year 2021 whole yr is rm1.6b x 4 QRs. Then what is the next TP?

Stock

2020-09-12 22:37 | Report Abuse

If PAT rm1.6b, what is the next TP?

Stock

2020-09-12 22:37 | Report Abuse

Pls correct me if I'm wrong

Stock

2020-09-12 22:36 | Report Abuse

RM7.358B sales revenue total for this FY as interview screen shown.

Means Q4 , RM3.2B sales revenue, PBT RM2B, PAT RM1.6B

I minus off last 3 QRs then Revenue is RM3.2B

It is quite fixed at rm1.2b for the cost as last QR already 100% production rate

Stock

2020-09-10 10:40 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:40 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:40 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:40 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:40 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:39 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-10 10:36 | Report Abuse

GOOD HEART REMINDER YESTERDAY:


dalpinia: Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!
09/09/2020 5:40 PM

Stock

2020-09-09 17:40 | Report Abuse

Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!

Stock

2020-09-09 17:40 | Report Abuse

Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!

Stock

2020-09-09 17:40 | Report Abuse

Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!

Stock

2020-09-09 17:39 | Report Abuse

Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex, supermx case). What do you think they still stick forever with gloves?????? Think it over again seriously!!!

Stock

2020-09-09 17:37 | Report Abuse

I totally agreed with financesharinghomie

Wake up all!!! Fair PE for gloves are 15-20 the most, no more look at forward PE, the glove price will goes down as normal very soon. Many smart investors already earned enough from March (RM1.3-1.7 to RM 20 before ex). What do you think they still stick forever with gloves?????? Think it over again seriously!!!

Stock

2020-09-02 12:09 | Report Abuse

With Tesla business, MPI shall value PE at 60 which is similar to Greatec.....MPI is obviously undervalue

Stock

2020-09-01 10:29 | Report Abuse

CIMB new TP:RM19.8. Strong buy call

Stock

2020-08-22 23:07 | Report Abuse

Supermx is a rm100 counter, no joking

Stock

2020-08-22 23:07 | Report Abuse

supersaiyan, 0.75 / pc supermx may earn, then quarterly 6 billion pcs is rm4.5b revenue, which is crazy high, but with fact, it is worth to trust

Stock

2020-08-19 14:38 | Report Abuse

Current SUPERMAX PE = 54 @ 20.80 is consider one of the lowest in the market of glove where PE is around 70 to 140.

Supermax, now with exceptional margin% with OBM model, certainly deserve a rerating on PE comparable to Harta, however we had used above PE extra conservatively

Comparison

TOPGLOVE = 108 (B4 Result)

HARTA = PE 107 (Ex.Result)

RUBBEREX = 83 (B4 Result)

KOSSAN = 89 (B4 Result)

COMFORT = 66 (B4 Result)

CAREPLUS = 66 (Ex Result)



SCENARIO 1

PE 20. RM759 MILLION PROFIT

Base on pat 400M to 759M.

749/400 = 24.20 x1.87 =TP 45.00 (ex-bonus TP 22.50)



SCENARIO 2

PE 20 . RM1.025 BILLION PROFIT

Base on pat 400M to 1025M

1025/400 = 24.20 x2.56 =TP 65.60 (ex-bonus TP 32.80)



The Consortium of Independent Analyst wish to express here is that there is more future to Supermax for the coming quarters due to its OBM advantage which allows them for dynamic pricing and super margin capitalised in early period.

We believe other Glove stock with exceptional performance in operation and profits will be OP as well during and post this unusual time.

News & Blogs

2020-08-19 14:27 | Report Abuse

LikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLikeLike

100 Likes

Stock

2020-08-19 12:17 | Report Abuse

PN Gov listen to us,if you don't impose windfall tax to gloves then all Bursa kaki will vote for you!!!

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2020-08-19 12:16 | Report Abuse

PN Gov listen to us,if you don't impose windfall tax to gloves then all Bursa kaki will vote for you!!!

Stock

2020-08-19 12:00 | Report Abuse

next QR RM2b PBT easy job

Stock

2020-08-19 12:00 | Report Abuse

TG 30% spot orders are crazy making profit kawkaw; this 30% GP already more than RM1B, pls correct me if wrong

Stock

2020-08-18 16:01 | Report Abuse

PN, all rakyat will vote you. If you jaga glove counters....make it pecah record....Topglov No 1 in KLSE, No 2 Harta, No 3 Supermx

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2020-08-18 16:01 | Report Abuse

PN, all rakyat will vote you. If you jaga glove counters....make it pecah record....Topglov No 1 in KLSE, No 2 Harta, No 3 Supermx

Stock

2020-08-15 22:21 | Report Abuse

yttihs, pls add me. Thanks

Stock

2020-08-15 12:15 | Report Abuse

Kyy still in supermx, and never run all yet. All the IBs and sharks still in Supermx & Topglov. Next week show, very bullish.

Stock

2020-08-15 12:05 | Report Abuse

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

Russia vaccine confirmed not effective. Philippines getting worst after tried!??

Stock

2020-08-15 12:04 | Report Abuse

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

Russian vaccine confirmed not effective, Philippines tried, results getting worst!!!

Stock

2020-08-13 11:24 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:24 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:24 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:24 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:24 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:23 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:23 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock

2020-08-13 11:23 | Report Abuse

To play safe, switched HALF funds to Furniture & EMS (VS, SKPRS, Luster, ATAIMS & MPI)

Stock