freetospeak

freetospeak | Joined since 2017-10-16

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Stock

2020-09-28 08:49 | Report Abuse

At current price 8.60 is valuing super at pat 280m per qtr...even post covid super will be making more than 400 m per qtr.current price is too undervalued.

Why i dare say super can make 400m per qtr post covid?...becoz

1. 2 x caps at 50bil
2.obmx maintain super streamlined operation at huge distributor margin unlike the past. super margin as distributor is even higher than us major distributor becoz of obmx.
Even price drop bak to precovid. Big Distributor margin will become the big profit contributor unlike other oem player. Take note that precovid big distributor already making huge profit while taking advantange of OEM players price war. In future Supermax will be the same level as them . Super can even sell cheap oem gloves to oversea if they price war due to their Own Distribution Network.

3.Diversification and distribution to other lucrative ppe product unlike the past.

4.contact lens will be the darkhorse when it will increase progressively increase their caps to 1 bil lens once they obtain china license n china operaion begins. their last milestone to their contact lens world map.

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2020-09-28 08:30 | Report Abuse

At current price 8.60 is valuing super at pat 280m per qtr...even post covid super will be making more than 400 m per qtr.current price is too undervalued.

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2020-09-28 08:05 | Report Abuse

It will be close to reality one day.when the time is ripe. When all stars align.

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2020-09-28 07:58 | Report Abuse

Morpheus....the ib assume since evryone gonna die one day...dun bother to study so hard n improve yourself...jus live like normal until u die.hence the low pe...

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2020-09-28 07:55 | Report Abuse

When super was 2.20 with 70 m profit...next qtr 900m oledi 14 x pincrease in profit...price only increase by 4 x...

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2020-09-28 07:41 | Report Abuse

Qtr 3 2.20, Qtr4 12.20, Qtr 1 22.14
Qtr 3 70 mil, Qtr4 400 mil, Qtr1 900m

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2020-09-28 07:10 | Report Abuse

The worst case is stanley lose...continue appeal...nothing change in company operation...knee jerk reaction...then rebound strongly...best case scenario...stanley bak as director...strong rebound ....so all scenario...strong tebound...

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2020-09-27 17:55 | Report Abuse

Whatever the outcome of stanley case...it will rebound hard....coz suspension is over n negativity is oledi priced in.

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2020-09-27 16:34 | Report Abuse

Super was struggling at 6 to 9 bak in jun...same as now...it then flew to 17 nonstop in 2 wks n then to 24 after result out. It all happen after it breaks 10....

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2020-09-27 16:24 | Report Abuse

B4 bonus is 22.14 big buy by epf or foreign fund. 2 x profit from qtr 4...tp 22.14 ex bonus.

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2020-09-27 16:15 | Report Abuse

Last qtr pice reach 24.40 after 400m qtr 4 result...current price of 8.60 is expecting supermax nex qtr is 280m...u think possible or not..

If super price is lower than 24.40 after a 900m pat next qtr. Then it will b the 1st glove company in the world to hav lower price with 2 x increase profit.

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2020-09-25 09:09 | Report Abuse

when every glove stock already cross macd...u dun need to wait for supermax to cross to buy already. when tg cross macd , ppl already flocking in to buy supermax. super is press by ib so that it show a poor ta signal. u shld not be misleaded by them.

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2020-09-25 08:58 | Report Abuse

kltower..no need to hope..super will sure beat harta and kossan in next qtr. they need 2 more qtrs to catch up.

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2020-09-25 08:37 | Report Abuse

Kltower...good morning..they probably have eaten below 5% not declared as major shareholder. If not its really something they hav done very wrong. How can they hav no supermax share if its going to be klci indexed .

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2020-09-25 08:16 | Report Abuse

After the ultimate bear trap in history ..super bull is coming..

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2020-09-25 08:14 | Report Abuse

Even epf cannot stand sitting idle and bot more glove stock when the ib keep pressing down...superbull is coming...

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2020-09-25 08:08 | Report Abuse

Ib is the greatest charity of all time by pressing malaysia glove stock to 50% from their all time high...when their oversea peers already broke all time high...thanks for ib for letting ppl collect cheap...

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2020-09-25 07:35 | Report Abuse

Supermax is stjll far from its all time high 12.20....45% upside from current price.

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2020-09-25 07:09 | Report Abuse

Glove rally is bak...all gloves stock hitting all time high except malaysia?dun worry ib will use the current sentiment to push up after they clean up their shitty position... malaysia will lead the world glove stock rally again.

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2020-09-24 12:25 | Report Abuse

when covid is over super will still maintain OBMX...profit will not be bak to previous anymore. the market had not given valuation for supermax ODN value. OEM can price war. Distributor will benefit jus like precovid. Super is now 97% OBM a total overhaul from precovid. even TG is moving to OBM too but is impossible to be 97% . HARTA is too far from that. The only glove company that can 100% OBM is supermax.

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2020-09-24 09:05 | Report Abuse

When supermax gonna index in klci in 23 nov...epf cannot be not prepared for this..if they din buy...i really no word to say for them.

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2020-09-24 09:04 | Report Abuse

Johnfarmer...yes...i beleive they r secretly buying..but they will not announce until the correct time.

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2020-09-24 08:50 | Report Abuse

EPF mayb also secretly buying supermax i think...lol...dun wan to buy above 5% like topglove. Then one day u might c they suddenly appear as majority shareholder.

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2020-09-23 10:29 | Report Abuse

Supermax will probably release result after US election with SUPERB result, share dividend and possible other GOOD news.

Best timing for Index inclusion on 23 November.
Supermax management n boss will push super into klci index. By than big fund will park in super like they did in tg n harta. Becoming index linked stock is 1st step for them to get oversea listing eventually.

Avoid the Us election turmoil

Well Position to benefit from year end dressing.

Possibly breaking ATH again by then.
Do not sell your share unless u r earning a profit at least.

POSSIBLY another 100% upside by 2021 with 2-3 billion per qtr pat.
If harta with 3bil share 250m pat can sustain price at rm14.00.
its not difficult for super with 2.7b share to reach rm14 with potential pat of 2 to 3b by next yr.

SUPERMAX next leg rally upside will try to catch up with KOSSAN , then HARTA. a repeat of jun to aug feat again.

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2020-09-23 10:18 | Report Abuse

super next target is kossan...than harta...

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2020-09-23 10:07 | Report Abuse

Super is light and always good in chasing up his target...sometime it will rest ..so give it sometime to recuperate after giving birth to so many little panther..

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2020-09-23 10:05 | Report Abuse

@chief...indeed...lets repeat jun to aug feat again by chasing kossan n harta again...

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2020-09-23 10:04 | Report Abuse

glvoe up trend rally always start b4 super result...ends with tg result...the next rally soon to come..

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2020-09-23 10:02 | Report Abuse

1st time super volume higher than tg after bi...very positive sign.

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2020-09-23 09:37 | Report Abuse

Ytd Alfred Chan's live, he said market wants proof result for few more qtrs result to show market it have continual growth. I dun agree as very obvious already lead time 620 days and ASP increase 50% soon.

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Nevermind the market can chase high when they c the proof.

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2020-09-23 09:24 | Report Abuse

yes. chief...100% gain again in 2021 very possible with super only 2.7bil share base...very easy to push...early morning CiA already working hard...lol

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2020-09-23 09:22 | Report Abuse

if the ib pressing down also can hover around this price only...jus imagine they stop pressing. dun sell for short profit.

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2020-09-23 09:08 | Report Abuse

Supermax will probably release result after US election with SUPERB result, share dividend and possible other GOOD news.

Best timing for Index inclusion on 23 November.

Avoid the Us election turmoil

Well Position to benefit from year end dressing.

Possibly breaking ATH again by then.
Do not sell your share unless u r earning a profit at least.

Selling at loss now with such good prospect is very unwise.

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2020-09-23 08:49 | Report Abuse

Supermax management n boss will push super into klci index. By than big fund will park in super like they did in tg n harta. Becoming index linked stock is 1st step for them to get oversea listing eventually.

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2020-09-23 08:45 | Report Abuse

Kltower sure or not...u joking is it..

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2020-09-23 08:25 | Report Abuse

Kltower..good morning...seldom here coz always overwhelmed with too many message...salute to all the good n persistant sifu here..

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2020-09-23 08:20 | Report Abuse

CGS-CIMB’s analysis showed that if Supermax and Kossan remain at their positions until Nov 23, they will be included in the FBM KLCI for the first time, replacing Genting Malaysia and KLCC.

“If Supermax’s market cap falls by 34% and Kossan’s market cap falls by 18%, or below the 26th position on the next review date, they will not qualify for inclusion.

2 more months supermax will be included klci ...count down.

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2020-09-23 08:06 | Report Abuse

If harta with 3bil share 250m pat can sustain price at rm14.00.
its not difficult for super with 2.7b share to reach rm14 with potential pat of 2 to 3b by next yr.

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2020-09-23 07:44 | Report Abuse

Can asp reach 250usd for supermax? Rm1 per pcs..? If got 30bil caps by next yr can make 30bil revenue or 7.5 bil per qtr?3b pat per qtr by next yr?

Current asp is around 180 in aug..spot will be around 210. Not too difficult to reach 250usd.

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2020-09-23 07:40 | Report Abuse

Can asp reach 250usd for supermax? Rm1 per pcs..? If got 30bil caps by next yr can make 30bil revenue or 7.5 bil per qtr?3b pat per qtr by next yr?

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2020-09-20 11:52 | Report Abuse

If u dun believe i hav did a post covid calculation for supermax...even in 2022 when price fall bak to precovid level .how much supermax can still earn.

https://klse.i3investor.com/m/blog/freetospeak/2020-08-21-story-h1512426349-SUPERMAX_OBM_X_REVALUATION_IMMINENT.jsp

Even if u cut the estimate by half still got 400 to 500m.

Which current price still seems cheap.

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2020-09-20 11:39 | Report Abuse

Supermax is almost 100% obm ,china can play price war at oem level.it will only benefit distributors only. The major distributor in us dictate the distributorprice not china. So super as a premium distributor in us....will continue to earn alot of profit after upgrade from obm to obm x streamljned operation. Supermax is not afraid of future competition.

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2020-09-20 11:18 | Report Abuse

Human stock market hav never experience a spanish flu level pandemic b4. What structural change and impact it will give to healthcare stock no one knows. Be prepared to welcome a world with super heigthened health awareness during n post covid. Bio weapon n terrorism will be the thing in future. All the gomen knows that n they r not letting their guards down.

We hav not experience a full open up of international travel. We hav not even dare to face the litmus test yet. If ade effect is prevalent , we might c death rate shoot up fast after international travel open up and different strain of covid interact with each other n with different vaccine. that is when we c the full impact of covid in next winter 2021.Wait til u c nex winter season in 2021 n c what happen. Dun underestimate covid.

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2020-09-19 15:38 | Report Abuse

Wait til by next yr...big 4 combined earnjng 8 bil per qtr...u can try shorting their share c c.

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2020-09-19 08:04 | Report Abuse

Good morning ..dun be despair ..glove will be bak one day. Higher profit higher price....the norm will be followed at unpredictable time.

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2020-09-16 08:41 | Report Abuse

If today any stock waterfall on bursa...i cut..

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2020-09-15 17:36 | Report Abuse

After TG result..attention will move to Supemax. which will be 1.5 months from now. after 15 oct..result will leak. With TG bombastic result.. ppl will be confident of Super bombastic result as well. Get ready for the next move.

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2020-09-15 09:05 | Report Abuse

No..SBB stop becoz Its enuff to force the IB to buy back and cover their postition and instill public confidence. Stanley is sniper position. Knows how to use small knife to chop big trees.