Kltower..no la..i jus lucky only. He got responsibilty to masses.i can jus big mouth no responsibilty.

I tot that is old information? Scratch head....but finally got another sifu share my rm21 fair value bak in april for supermax already beside kim sifu.

i also hope some sifu can tell me wat going to happen after 15 july...lol..coz my prediction never tell me le.

thats my prediction la since jun...most of the time incorrect one la...corporate action..result annouced...sbb....result leak...or other news. anything can happen la.

i expect something to happen ah...around this time ah 15 july..i expect only la...been saying since jun.

15 july only 1 wk away...mmmmm....will anything happen...? c those fund so ganjiong...cup n chopstick formation u scared or not

i think i heard something drop on the floor...tok...

prob...u so cruel...lol

i heard something..dropped on the floor...tok...

supermax profit super high so not stable...becoz there is a clash between investoer based on historical data n forward earning investor.

shorter ..thats the only reason i can thik of too...in other words...kossan profit wont be so high becoz stable.

fightingdragons...very good..within reasonable expected range. very appreciate to share numbers to double check.

supermax can rise from 1.50 to 18...12x ...but for the other big 3...to rise 12 x u can iimagine....60 for tg n harta...36 foor kossan...so u think epf smart or not.

epf function like investor888...buy when low pe...so may b they will buy supermax when she has lowest pe...but not likely...becoz supermax all the while low pe then other 3...so they got haywiring policy now. they even thinking of investing oversea ....so i terrified oledi...

history proven...only lose to TG during crisis.

epf wont invest in super one la...thats why i withdawing all epf money when eligible..invest in 1 time supermax profit equals to 100 yrs epf dividend.

fightingdragons..very true...we already tp 12 since april...now then they giv tp 12..really squeezing toothpaste..

prob...kossan pe lower ma...so more ppl support. epf invest is based on low pe i think...lol...

prob..so early ah...lol...no need meeting me..

reach 12.80 can enroll for klci component index already...

i can say the ib are still underestimating the profit for glove stock since march...especially supermax

https://klse.i3investor.com/blogs/supermax_analystbriefing/2020-05-28-story-h1507892261-Analyst_Briefing_Report_from_Supermax_Corporation_Berhad.jsp


petramaises any1 can share the ppt for supermx investor briefing?

dalpinia..those asp are rough guide...best is u need to half it. becoz not every country can charge that price. also oem commitment up to may. so qtr 1 is full force...qtr 4 is half force only. so may b 1 bill profit is possible for qtr 1..but qtr 4 a bit diffcult.

kaobe ..dunno he run away from/with ah long already or not.

fightingdragons .. u use 5 bill ion glove as base x muliply all the percentage n average of the asp for respctive category can get about 2.6 billion sales - 450 m expenses = 2.15 bill ion profit.

But i dun recommend calculat this way loh...u also dun beleive one. we did that in may..then we keep discount n discount n find every reson to fault our calculation. u ask charles t lo.

when is supermax ceo turn for interview ?

Dalpinia..u din c wat i posted ? Its time to give 90% discout to your estimation like charlest did.

q Top Glove – We believe Top Glove could report c.RM1.2bn net profit in 4QFY20 (4x higher QoQ) underpinning our FY20 (Aug) earnings raise by 37%. Such strong profits is expected to extend to FY21/22 where its higher spot mix is supportive of our 187% YoY earnings growth in FY21 to RM5.2bn. Current share price implies valuations of 10x FY21 and an undemanding 34x (below +1.5s.d) based on normalised FY22 earnings.

.....

CLSA project tg q4 profit to b 1.2 billion....so qtr 1 profit for supermax is at least 400million becoz super profit is usually 30% during normal time. If for crisis time usually is 70% or more. So if 70% is 840 million for qtr 1. So if qtr 1 is 840mill...u can guess qtr 4 is not far from it.

I still remember charlest applying 90%discount to profit to make it believable...lol

dalpinia UOB REPORT:

FY18: 21.8B pieces per yr

5% OEM, selling at USD80-95

40% OBM thru independent distributor, selling at USD80-160

45% OBM thru own distribution, selling at USD160-170

I count count count, PAT around RM2b per quarter, eps RM1.5 per quarter

Who can calculate based on the facts & figures given by OUB report?

Dalpnia...welcome to the billion-profit-handshaking club...lol..this club was founded bak in may when a group of sifu here found out that supermax profit could run into billion and hand is shaking when calculating. Of course that is in best case scenario and there are too many factors not considered. Since then we only emphasize on conservative projection so that we dun mislead ppl. So lets wait for result n hopeful for a very big profit bonus...lol...

2721 no la..70s

that is a chinese tv song la..i jus change the lyrics..u wan to listen can go find the song 传闻.

lol...i can write song lyrics when i was young...jus change a bit of original lyrics for goreng kaki..

传闻歌词 改编 by freetospeak

股价远飞
票随风一去不回
我在算计中愚昧
念股海况味
以微笑锁住愁眉
财富不增不减
事与愿违
股价难追
到天边我愿奉陪
算不出心机枉费
买进如负累
卖出终成灰
消得人憔悴
执迷不悔
耳边如幻如真
是非在背后传闻
策马狂奔
逃不出 命运剧本
股市里的人
自己能控制几分
股坛深水
结局会 殊途同归

now they take turn...when dip..they collect annouce margin cap raise...kaobe..reverse of last time trick.

lobster index hit bottom ...heading to another break out !

cimb margin revised supermax from 5 to 7 . no wonder suddenly up.

correction will be done over in hour chart... day chart no correction one..u can go bak c may movement.30 days in may result month only got 3 red stick.

b4 result everytime like that la..limit down also bak up in 15 min...u believe or not.

faster correction then can go on the journey la...still long way to go...

my system completely hang cant even c the action...lol

TeamRocket Kossan PE is half of supermax only, which one cheaper?! All already factorized in already.

Ok la..i trust u i buy some kossan now becoz of pe lower than supermax.
Later in few wks time, if supermax pe is lower than kossan. u mus also buy some supermax. Promise?

TeamRocket Kossan PE is half of supermax only, which one cheaper?! All already factorized in already.

Of course Supermax cheaper.. Supermax 10.38 vs Kossan10.76. buy 1 supermax still got change 38 sen.

super profit 100% more than kossan in qtr 4 . so kossan price is the base for supermax. any price lower than kossan is a bargain.

if kossan no drop...supermax will not drop la...they become two side of boomerang already for now..until result out.

Kenange new TP 14.00

thanks to infinity...UOB report very good and informative. best of all report on supermax so far. Just TP wil lre rate again in future once the result is out. Their PE for 2020 is 28.7 and 2021 is 11.3 based on rm 9.41.

All supermax holder shld read it at least 3x.

infinity888

UOB rerate SUPERMAX to RM12.40 implies RM17.60.

However, our blue sky scenario entails Supermax potentially trading at 21.3x or +2SD of its 5-year mean on a potential entry to the FBMKLCI Index.

It implies a target price of RM17.60.

Inclusion in FBMKLCI?

Market cap stood at RM12.8b as of 3 Jul 20. Should it attain our target price of RM12.40, it would command a market capitalisation of RM16.9b. It could be included in the FBMKLCI Index as a constituent component if it reaches the 25th-largest market capitalisation, a potential threshold of RM16b-17b. This could further lead to a re-rating as seen for Hartalega and Top Glove.

Windfall tax?

There have been rumours of a windfall tax being implemented on glove producers, given the sector’s windfall earnings. These rumours have been circulating for a while now but the recent Malaysia Economic Recovery plan released on 5 June did not unveil any. Our channel checks suggest there is no such proposal in the government’s pipeline at this juncture.

Dear OTB sifu,

I also hope is 350 m n more ah.
UOB also estimate about 290 mil PAT for Qtr 4
Hope result annouce soon.
Thank you.

Windfall tax?

There have been rumours of a windfall tax being implemented on glove producers, given the sector’s windfall earnings. These rumours have been circulating for a while now but the recent Malaysia Economic Recovery plan released on 5 June did not unveil any. Our channel checks suggest there is no such proposal in the government’s pipeline at this juncture.