meanwhile everyday they will update their wife, father mother relatives nfriends about the latest numbers..so everyday can c sapu sapu n sapu...lol

kltower...may b supermax accounting dept all got hoot supermax also...so they also very hardworking rushing the result out...

at this shortage time...any good glove will sell out..so amg or not..not much advantage.

charlest...they keep selling their TG warrant under the report...so hardcore selling...lol

macquarie give TG 30...they so dare to give...then market cap of TG is 78 bill
then supermax cap will be 78/3 = 26b /1.3 b= rm20.00

according to mac IB, if TG is 30 ...Super is 20 already. why no rerate for super...stepson.

AURELIA is the HERMES of glove stock..during crisis sell 1 piece earn 5 piece. during pandemic OBM is equal to additional 30 billion capacity. China can create many factory in a few yrs but they cannot create OBM network in few yrs.

kltower...bak in 2009..supermax profit rose from 30% of TG to 70 - 90% of TG...beating all other glove stock except TG during crisis.i hope this time , with better OBM, she can beat even TG n harta.

charlesT better rich 9 inch

F stands for female la...i only 2 inch scared wat...

if got F sure break...if can prove

today pass kossan...lol

the scarier the resistance...the better the effect in breaking it.

linda..i also want ah...if result come out beat TG...then will close with Tg

at least we r closer to kossan now...

who come out meeting n c stock ..who...go bak go bak meeting...

kltower...very pressure ah..follow me can go holland one...i jus share some info only...also dunno correct or not.

if u r not confident u can go analse my calculation. i took whole afternoon to calculate n go in deep meditation to calculate so that it is as accurate as possbile. becoz my maths no good ma so took so long. but if u can c deeply there are many messages inside.

joyvest...i can only be sure when result out...b4 that who can be sure...only the 30 yrs legend mouthpiece of stanley thai can be sure. if the market can be sure the price of supermax will not be so low already.

kltower..becoz asp is still increasing..now the asp had not peak yet. the next 3 qtr profit will continue with growth. If u look at h1n1 it rally 4 times over 4 qtr. each one higher n higher..so for covid u can rest assured it will hav atl east 4 qtr profit growth.the bull run will peak when qtr profit does not grow anymore n started to fall.

joyvest...i tot i already answer u..300%

dalpinia based on 2009, QR announced on 10th July, then it shot up 50% after QR in around 10 days, and then next next QR lagi up another 50%.....then bonus issued, up another 50%

it shot up50% becoz profit growth is about 30% ,and 60% for the subsequent qtrs.

so its the same for qtr 3, (250%) 1.8 to 4.5, so now if qtr 4 is another 300% it will be 13.50.
If qtr 1 profit is 150% then it will be 20.00 and so on.

jovest...300% so pe shld be 300 rite.

blk A is using now , blk b not yet...

kltower...the projection is derived after i got the analyst report in may. The 30yrs legend got his info from close contact best friend cum neighbor. so may b can coincide...lol...i also hope he is more accurate becoz his profit higher...lol

LONG TIME NO RECAP !!!! DO A RECAP FOR MY EARLY PROJECTION IN MAY.

jan feb mar apr may jun
OBM price 90 98 105 97.67 110.00 130 150 130.00
OEM price 20 30 40 40.00 70.00 85 100 85.00
average 68.83 107.50

Revenue for QTR 3 447,247.00
cost 351,970.00
PBT 95,277.00
PAT 72,411.00

OBM sales @ 40% 178,898.80
unit sold to OBM centre 1,831.73

OEM /OBM distributor sales@60% 268,348.20
unit sold to OEM 6,708.71
total unit sold for OBM + OEM = 8,540.43

QTR 4 (based on OBM/OEM model)
OBM sales @ 55% @ USD130 ASP 610,640.98
OEM sales @ 45% @ USD 85 ASP 326,671.57
total 937,312.56
cost 351,970.00
PBT 585,342.56
PAT 409,739.79
eps 0.315

QTR 4 (Based on Average model)
ave unit sold 6,497.54
NEW sales 698,485.02
Cost 351,970.00
PBT 346,515.02
PAT 242,560.52
eps 0.19

PAT 242,560.52 - PAT 409,739.79 range. AVG RM326mil PAT :)
Not considering increase volume at max capacity.

yes, chief...PAT 242,560.52 - PAT 409,739.79 range. AVG RM326mil PAT :)

45% Consist distributor n oem ...so i lump them together for easier n conservative projection.

go bak meeting...who come out c stocks..

result out will overtake kossan...when supermax overtake kossan will b signs of result leaked.

supermax already spent 100 million on sbb ...now already got 68 million treasury share. worth about 585 million. no other company director can spent 585 million on share buy bak share now .
so supermax boss is very very farsighted. if later price rise to 15...gonna worth 1 billion. the 100 million investment is even better than sell gloves. And they gonna distribute to shareholder. where got glove company distribute 1 billion worth of share dividend now.

dynasty...eat too much popcorn no good for health ah...lol...u prepare to eat 1 month popcorn during popcorn month is it.

kyy so fast change..he read our forum also ah...

got 9 inch better...proton can turn to lambo...but 2 inch cnnot grow to 9 inch.

chief...if only 2 inch how...

charlest..the ahlong wan me to take live streaming with charlest...then i say dun wan borrow already.

2721..no money already...all in when 2

rina...the management and Dato Stanely shld be informed according to OTB sifu..whether they will release early..is still unknown.But i think if they want they can do it.

now who will release result first le...harta or supermax or kossan?

harta shld b early release result...same run up like 2wks b4 tg result annouced

now need linda n chief to take deep breath...push to 40..24..36...

whoever got meeting faster go meeting dun come c...wait til after work then c...

In may supermax already charg USD100 to their oem customer becoz of highest price get the goods. Who offer the highest price...aurelia own brand will offer the highest price. thats why they can bargain with oem manufacturer. becoz now aurelia sell direct to government n other bodies. so they hav very high bargain power.

after may(according to analyst report) supermax only got 5% oem. 95% OBM meaning no oem pricing month on month increase issue any more.
If the retail price increase by 10% on 150 USD.. they will earn 15USD more. thats crazy profit. 15USD if apply to oem is almost 70% already!!! for oem they need to increase 4 month to achieved if they increase 15% mom.

for supermax , no need wait 4 months...everymonths if retail price increase they can adjust immediately.

u cannot use supermax obm pricing on others(which last qtr everyone is using) n cannot use other oem pricing for supermax.

15% mom is for oem player la..supermax oem price for april may is already 100 USD vs 23 USD precovid (refer to analyst report). 400% increase not 15%. Y supermax can get so high increase in price n not 15% mom ? becoz of obm.

chief999...bet la...nex high is kossan lah...lol

NTA will be more than rm2.50 post covid how to drop to 1.30...

with 3 x bigger market n 2x capacity by 2021-2022. supermax will b 6 x 1.80 = 10.80 ex bonuss n dividend n post covid.

thanks to @Probability for the link.

Post-pandemic, the PPE market, the Jefferies note says, could still be three times as big as pre-pandemic levels. PPE prices, in this backdrop, will remain elevated for the foreseeable future, even with a surge in Chinese manufacturing capacity and non-traditional players entering the market. It expects stricter hospital measures to be implemented, which includes PPE inventory level standards where institutions will likely be required to have at least three months of pandemic-level PPE stock available at all times.

A more recent June 29 Jefferies note suggests the PPE categories with the greatest shortages include level 3 isolation gowns; N95 masks (small size); nitrile gloves (small and medium sizes); air purifying respirators; and surgical masks.

“Some hospitals only have three days of PPE supply on hand and many are just keeping up with daily demand. One expert expects that it won't be until the end of 2021 before supplies will be sufficient to meet all stockpiling demand,” the June 29 note said.

While many other countries are ramping up production with non-traditional companies entering the market, Jefferies believes China will remain the key exporter for most PPE, including surgical masks, gowns, protective suits, and goggles. On the other hand, Malaysia is likely to continue to dominate in the glove space.

https://www.business-standard.com/article/current-affairs/global-annual-spend-on-ppe-can-hit-50-80bn-china-key-player-jefferies-120063000576_1.html

never mind la..if test again also very fast recover ...if not no time liao.