yes..chief...expect another 2 x rise...i dun beleive next qtr 1 result 2x more of qtr 4 result but price is lower than qtr 4 price.

Profit for QTR 4 400m
AVG Price is 11.00

Profit for QTR1 800m
AVG Price will be higher than 11.00

So far in Glove company. Increasing Qtr Profit always comes with higher price than previous QTR.
So far this Golden Rule still applies.

Sifu Giant panda...i am also small retailer ah..lol...lucky main forum still got u spread good message...lol

No need research also know flu virus got no immunity. Who doesnt got flu vrius at least few times in their life.alto i am aware some special ppl are protected from these flu virus but normal ppl cannot hav permanent immunity.

Supermax director buy bak is a very good sign.

Bak in april ,after sbb they also bot bak.its a symbolic move by them.
1st. They r very careful with their money.
2nd.they buy little qty.geniuine buy pocket money very stingy type.
3rd. Due to stanley incident .if not damn good opportunity, they refrain from trading share unless they cannot tolerate.
4.they know good development and bombastic qtr 1 result is coming.

So of all the company sbb n director buy bak.i monitor closely supermax one.if they sbb or buy bak.very good sign until i take out my piggy bank to too up another 100 share last friday.

for those ppl wan to c super hav profit below 400..may b u wait until u die also u wont c profit less than 400m again for supermax.

i dunno about ta la...but if u buy on fa...i tell u after 3 yrs post covid asp come down ..Super will still be generating 400m per qtr... so pe 20 is 13.00. so anything below 9...is a buy...this is not considering the dividend n share dividend u will be earning...so if u dunno how to play u can treat it as fd these 3 yrs n collect dividend. if u ask me why super can earn 400m ..i tell u becoz they are obm-X many times already. they can be OEM price war..it will not affect super as super will be selling at distributor price with no agent fees. distributor tend to gain more on oem price war.

there is bubble talk becoz ppl think glove profit will drop after covid...i dunno about others la..at least i am confident supermax with obm model can still earn 400m profit per qtr. has the current price reflected this profit...i can say no...if not wheres the damn bubble..

Very Good Job bro...crazy 10 working days 360 degree turn...too many call warrant to salvaged?

There is no immediate threat to glove profit for the next 18 months. Becoz very soon all distributor will lock in price and quantity for 1-2 years .

there is no change to profit only up n down of price.
The most possible case u will c is glove stock trading at below pe 10 in the nex 1 to 2 yrs.
If u think its possible.

if u dunno wat is coming let me give u a head up...if TG lock in price at usd100 ...tg will be raking in at least 2 billion-3 billion per qtr for the next 18 months. trading at below pe 10 for the next 18 months.
same goes to supermax.

If u think gloves stock trading at below pe 10 is too expensive.
I suggest u sell all your stock now.

if u dunno wat is coming let me give u a head up...if TG lock in price at usd100 ...tg will be raking in at least 2 billion-3 billion per qtr for the next 18 months. trading at below pe 10 for the next 18 months.
same goes to supermax.

There is no immediate threat to glove profit for the next 18 months. Becoz very soon all distributor will lock in price and quantity for 1-2 years .

there is no change to profit only up n down of price.
The most possible case u will c is glove stock trading at below pe 10 in the nex 1 to 2 yrs.
If u think its possible.

U shld compare the same import to last year.it already record much higher volume. Sept shld record a higher order than may already.

Wah 50% malaysian so optimistic ah....can get vaccine in 2020...shld got buy caring or 7-11...u can buy it there soon.

U cannot find gloves company at pe 20 in the world now.

Super max pe is 50 now at 9.60 By end of oct qtr 1 result with 1 biĺ profit.
Pe will drop to 17

In about 2 months time,we will c supermax at pe 17 @ current price..

Today is 67thdays of qtr 1. if estimated 900mil PAT for qtr 1.
Current Profit is 670 mil as at 7th sep.
you r buying SUPERMAX @ PE 21 @9.60 today

you r also selling SUPERMAX @ PE 21 @9.60 today
Y u want to sell supermax at pe 20 now?

Hng33...dun mislead others la...may big import is for jun to aug supplies....sept shld record bigger import for oct to dec supplies in preparation for fall and winter season.

bonus for supermax will be in tomolow...dun worry about the temp paper discrepancies in profit n loss. will be bak to normal by tomorrow.

y would anyone want to sell super max at below pe 21 ...lol...i would recommend u shld sell all your stocks in yoyr portfolio and hold cash now if u cant even hold a glove stock below pe 20.
07/09/2020 9:03 AM

Super max pe is 50 now at 9.60 By end of oct qtr 1 result with 1 biĺ profit.
Pe will drop to 17

In about 2 months time,we will c supermax at pe 17 @ current price..

Today is 67thdays of qtr 1. if estimated 900mil PAT for qtr 1.
Current Profit is 670 mil as at 7th sep.
you r buying SUPERMAX @ PE 21 @9.60 today

you r also selling SUPERMAX @ PE 21 @9.60 today

Sifu Pblue well done..very good explanation.

No one will want to lock in long term contract at oem usd100 if it is not going to last long....confirm super profit coming for gloves in the next few yrs b4 the current price becomes a norm.

https://www.amazon.com/Aurelia-Protege-Nitrile-Powder-Free-Gloves/dp/B018T09GPM/ref=sr_1_11?crid=9GW6BMVG0OED&dchild=1&keywords=aurelia+gloves&qid=1599374722&sprefix=aurelia+%2Caps%2C455&sr=8-11

Aurelia Protege Nitrile Powder-Free Exam Gloves,X Large, Box of 100
Brand: Aurelia Protégé
5.0 out of 5 stars 2 ratings
Price: $42.99 ($42.99 / Count) + $65.00 shipping

https://www.amazon.com/Gloves-Aurelia-Protege-Nitrile-Supermax/dp/B01M16Y3H0/ref=sr_1_14?crid=9GW6BMVG0OED&dchild=1&keywords=aurelia+gloves&qid=1599374722&sprefix=aurelia+%2Caps%2C455&sr=8-14

Gloves, Aurelia Protege Nitrile Exam Powder Free Box (100 gloves/box) (Large) by Supermax Aurelia
Brand: Supermax Aurelia

Price: $39.99 ($39.99 / Item) + $65.00 shipping


CRAZY PRICE !!!

I jus wan to know who is the greater fool foreign fund who bot 4+% supermax at 22.14 on 28 aug.

Thamk you sifu Calvin for the additional input.

Once tg n other glove company start to lock in high price for 1 or more years. With order lead time up to 600days...the support for glove stock is strong as rock...u can already forsee tg n supermax will hav lock in multi billions profit in pocket for few yrs. N current price...its dirt cheap...

Use your brain think lah...!!

The Scenario is :

Peak demand for gloves ONLY COMES when NO need for Vaccine loh.

so why go in vaccine lo...

So u mean there s no need for vaccine now becoz its peak demand...then no need for vaccine why still go in vaccine counter...lol

peak demand only come when theres no need for vaccine...NOT on appearance of vaccine.

peak demand only come when theres no need for vaccine...NOT on appearance of vaccine.

peak demand ah...we haven gone thru the 1st winter of covid...pandemic jus start.

1.ther wont be windfall tax. no country in the world impose windfall tax on gloves. malaysia wont b the first.
2.minimum price on rubber is good news. lesser cost more profit for rubber gloves.

jackthe deep...i am the keyboard warrior who all in underwear in gloves...lol...everyone knows that

In 2 months time supermax will be the lowest pe glove company in bursa if it stay at 9.60.

Super max pe is 50 now at 9.60 By end of oct qtr 1 result with 1 biĺ profit.
Pe will drop to 17

In about 2 months time,we will c supermax at pe 17 @ current price..

Tg is getting lockin price order at usd100 for 1 yr from customer as they anticipate asp will go even higher than that...meaning high asp will continue into 2022 already...these will soon become norm for all glove company. The high demand is going to last many yrs to come. Super asp at usd 220 will come sooner or later.

Who already say no wide vaccination until next yr mid...those little individual vaccine no help in controlling the pandemic.no one safe until everyones safe.

i am not dr fong ...if i am dr fong wont be here talk crap already.

very good analysis very detail...good job bro...

topGLOVE SUPERmax BULL COMING !!!!

https://klse.i3investor.com/blogs/freetospeak/2020-09-04-story-h1513289415-topGLOVE_SUPERmax_BULL_COMING.jsp

https://klse.i3investor.com/blogs/freetospeak/2020-09-04-story-h1513289415-topGLOVE_SUPERmax_BULL_COMING.jsp

Pls support.

Profit is your best friend..news n rumours are your worst enemy.

Not around here much coz busy doing blog...hope all is well...n dun give up realistic dream...n chasing unrealistic hope.

Kltower..good morning to u too...hope a good day...

While all these naysayers are here to kao be kao bu...CiA is working very hard until wanna cry to bring u our report.

I will release my new blog tonite. Stay tune.

top.GLOVE SUPER.max BULL RUN COMING !!!

TG ex bonus price might b cheaper than super ..but TG weakest point is 8 bill share compare to super 2.6 bil.

Unless TG can prove to make at least 8 bill profit eps rm1 per share (2 bil per qtr expected to reach in qtr 1 dec) it will be a dragging factor going forward.

For supermax it is expected to make 2.6 bil (eps 1rm) or (650m per qtr expected to reach in qtr 1 nov)

So dun be surprise super can accelerate faster than TG becoz of lesser share and earlier profit target acchievement.

Of course there are other catalyst for TG like lifting of embargo and other unknown catalyst.

So my point is they are equally good interms of ex bonus price acceleration.

2nd liner and harta kossan are being sold to buy in tg n supermax today n tomolow are expected.

as their price will look more expensive compare to tg n supermax.

Who dare take vaccine now...take one dose hit by another strain can rip faster than dun take.

汇金网 讯: 新冠疫苗免疫反应或导致疾病加重；
接种疫苗后仍可能感染新冠病毒在疫苗的研发中，人们最担心的就是ADE（抗体依赖增强）现象的发生。如果出现ADE，意味着一部分人在接种了疫苗之后，其自身的免疫反应会导致疾病的加重。一位上海公共卫生临床中心专家日前透露：“我们的最新研究发现，新冠ADE现象确实存在，而且比例不低，相关研究结果正在等待发布。”不过他表示尚未确定结果是否会发表在经同行评审的期刊上。（一财）。

Even chinese alsk say got ade respond ...vaccinee rip...

Johnfarmer..indeed..gloves expansion is capped at supplies expansion...n supplies expansion is even slower than gloves...petronas nbr plant took 5 yrs from planning to complete.not easy to expand glove capacity becoz suppliers cannot keep up with expansion as well. All the late comer are more to goreng stock then to make real profit.

This is what i hav been talking about since may...portfolio reshuffle n breaking up. Fund will move internally within glove sector to show their actual value.