kossan cheap now..

buy in..upup...yeehaa tp30

bad news.. government slash face mask price from RM1.50 to RM1.00

thanks for the analysis. the game is over liao.. the next quarter for sure PAT drop below 80Mil

no matter OBM or hamilan M.. results out it will drop non stop , similar to hengyuan. when super earning is out , it will drop 20-30% from new high.

which mean base on supermax high RM24 , if discount 30% . it will stop at RM16-RM17 .

the price RM16-17 then bonus issue /2 = RM8/9 ..this price will hold until next quarter.

then after 3 month before quarter result out, goreng start to lure bilis to RM9/10.

after Q2 2020 out slump to RM4-5.

this is the similar style like hengyuan.

Nothing to worried. The worst is over

Yeah.. bought in lo.. 19

@Djoker89 where is your nuts..haha

buy in..correction done..

Aramco where are you hidding

Paktua coming..buy in liao

i all in at RM24.1

buy in ..later rebound liao...

EPS 30.58 x 4 = 122.32
apply PE 30 . Target price 37.
similar to rakuten prediction.

PAT Q12020 600million ... buy in buy in..
freetospeak calculation is corrent..

Wow.. can buy low tomorrow. Opportunity.

This group really got math expert. Respect n congrats. Goreng time.

Be careful with this kind of edited report. Too good to be true. Don't chase high.

congrat ..

OMG...result like this want to goreng to RM24.. makan taik liao

good morning

Base on star newspaper Supermax max output per year is produce 24bil-27bil gloves "it not state Is perbox or piece. If box then 24/4=6bil per quarter is correct.
Base on Lazada price per box is rm40-60.
We use max calculate-#
7bil box X rm60 = revenue 420mil
Base on this calculation ,we knew that is correct Q3 is around that figure.
Let's say If want to play asp 5%-10% increase as below✓
7bil box X rm60(+5%) = 441mil
7bil box X rm66(+10%) = 462mil

I think no doubt that result will proven

My advice is just sell it. Don't hold gloves stock. Cut loss or whatever. Don't buy in pls

I got latest figure base on uob gloves figure
Fy19 gloves demand 296billion piece, total revenue 1488 x 296 = 447million Q32020.
If applied 330 billion piece in fy20, so Q4 2020 result should be，revenue 1488 x 330 =491million .
Q4 491million，if asp 24%= profit 117mil
If 20% = profit 98mil.
This a good finding. Yeepee.

Investor must know when obm have started. Base on history of supermax website it started at 1989.

87million . 16% of more from previous quarter profit 77million.

87million net profit base on result early out

See the careplus and harta results . We know that the revenue is 20% increase. That almost 100% production running. If want to said supermax revenue increase 100% , this is really magic bullet. The profit margin also play around 20-30% . Vaccine ready in the corner, order for gloves is softening like facemask. Sell /cut loss/profit taking before downtrend.

Self edition.haha..

I can confirm that if the results good or bad , the share price for sure dropping non stop. Cut loss or profit taking before you get nothing.

Continue loss in coming quarters. 100%

I still remember the time in hengyuan. Promoter keep on positive on coming result base on crude margin. End up lausai... Please investors don't get in the trap again. Is a push stop 24.44 highest point. Those who bought then congratulations. It will never up to those price till new virus appear in next 10-20 years. Cut loss is better than hold it.

Hami bird... Order could up to 1billion? You can double up / magic the production factory arh.. think logically la.. Jual ayam can la 1lorry jadi 2lorry. Gajah can't la..too big to double up..

Vaccine out, order dropping 20-30% for sure. Impact will slowly... No matter hamilan obm or opm or mom... Impact is truly and clearly

Hlb projection fy20-21 for glove estimate 20billion with increase of 20% of revenue/order.
Topglove max 4quarters- 2bx4= 8billion
Harta max 4quarters- 1bx4= 4billion
Kossan max 4quarters- 800mx4= 3.6billion
Supermax max 4quarters- 600mx4= 2.4billion
Lain lain - comfort+rubberex+careplus = 3billion

8+4+3.6+2.4+3 =~21billion

Some idiot investor ask for early quarter result.. now eat shit liao lo.. revenue for sure limited.

Result so so nia.. EPs 6-8 for sure. Harta glove tiptop EPs 6.5 . EPs 6-8 for supermax, i already give face lo. Goreng till 24..siao lang

Sell call.. margin ppl in trouble now.. 60% loss for sure

is not like or don't like. is a fact that investor must know.

100% production can't make the revenue up much. they play ASP, profit margin you think can go beyond 25% ?, dont dream it. EPS below between 6-8 same as Harta . result out TP13 before bonus. after bonus drop RM4. amazing...

Pls..obm is implemented since 3year ago. Is not this Covid19 ok. All can said la.. when results out..you will know

Rm15 before bonus. And keep dropping till next quarter rm4 . The actual way.

Tangren invest in aemulus only rmb10million in 3years.. pls use your brain la..how much to divide

This company is blank la.. they don't have technology to present. 5g no way.. wireless charging -impossible..cloud - no no no...too late.. the current product going obselete this year end.. only stupid investor /newbee sure stuck at high price.

Sell tp15 after quarter result. Revenue in at <500million. EPs at <8. Pe50 overvalued

hahaha

Buy in EPs will 50-80

Kanine.. idiot investor goreng with no fundlemental

Magni doing facemask nike brand. Tp4

yea..i get 200lots