OTB sifu is professional...i am not...i jus lucky only.

But i beleive..all good thing comes at last, if not its not the last.

QTR 4 i salso not the best qtr for Supermax...wait til QTR 1...REMEMBER..supermax got the highest ASP in the glove industry..Surpass TG..Becoz OBM king.
11/06/2020 12:56 PM

REMEMBER...TG report not include JUN ..Which is the higest asp now. SUPERMAX QTR 4 will include JUN highest ASP...i cannot imagine wat is the profit..200 to 350mil..conservative.

taiko no disappoint us ah...lol...good job TG ...now supermax can hit 200 -350 mil nex t qtr also.

confirm 200m above liao for supermax!!!!

As for Supermax (a unique manufacturer-OBM player), the ASP hike is much
steeper than the abovementioned OEM players. In addition to enjoying the ASP
hikes at its manufacturing division, Supermax also streamlined its supply chain
(eliminating all the middlemen), in order to maximize its profit. The
management has guided that its ASPs (including distribution) has jumped 2.5x to
USD150/k pieces (from USD60/k pieces before COVID-19).

Today is TG result le...not supermax result le y... i drop 5% TG drop only 1%...supemax show the innocent face...lol

all those who sold are jus preying for chance to come in again...Plu s new group of investor for bargain hunting..so in the end...always come bak higher 1+1 = 2

kim sifu ..u mus beleive la...lol...shld come here more often ah.

after TG result...focus will be on Supermax...n Supermax will be in the shariah index. More funds will move into supermax if it drop. Infact they will be coming in anytime n will not wait for 22 june.

few percent drop only...last time limit down also recovred within minutes...this is small case

On the way to the top..only the strongest survive...no piggybak for the weak..i heard the elite say...lol

faca70jia..he is bullballs..not blueballs...lol

Bullballs...u really got bullsball to follow me...lol...dun follow me unless u got high margin of safety. protect your capital like YTH888.

the day on supermax result...is green n green all day ...until result annouce next day is all counter up like new year celebration...as if everyone also got 2 x profit...y Tg result day so cham one...lol

我相信所有结局最后都是美好的，如若不然那是没到最后。。。too positive...

actually many still underestimate supermax...lol

joyvest...no matter wat they earn...we are safe..if not we will be saved when qtr 4 is here.

all the sifu got their reason to in n out different stock ...only dumb dumb ppl like me cannot move...

No...lol...many ppl ask me this...TG is good..plenty of opportunity to switch n artirate between diff glove counter. But i too lazy , got enuff profit already for me. But like i calculated. Supermax got plenty of room to appreciate becoz it is very undervalued while able to earn equivalent profit with the big 3.So i jus stay here for safety. ..lol...dun learn from me..

YTH888 y sell so early?

If TG can x2...means Supermax can x3...if TG can x3.means Supermax can x4.

Supermax is undervalued compare to TG n HARTA...margin of safety is there...

Tg potential gain is 41% from 17 to 24
Supermax potential gain is 115% from 8.55 to 18.4

the potential to fall for TG is 59%
the potential to fall for Supermax is 15%

superman_...din c your calculation can show here?

Top Glove Corporation – Record-breaking profits likely in FY21
Our channel checks with TOPG reveal that it is pricing in higher ASPs due to the current strong demand and longer-than-expected orderbook visibility. We expect TOPG to post a record FY21 net profit of

RM3.7bn, backed by aggressive ASP growth (+35% yoy) and higher sales volume (+25.6% yoy). Reiterate Add, with a higher TP of RM25.00 (22x CY21 P/E).

Tg fy21 profit 3.7bn ,eps 1.20 pe 20 rm24
Supermax profit 3.7/3
(historically is 30% of tg profit precovid, alto i strongly beleive it will be much more becoz obm) =1.2 b
Eps 92 sen ,pe 20 rm18.4

Tg potential gain is 41% from 17 to 24
Supermax potential gain is 115% from 8.55 to 18.4

Ppl will switch to supermax after tg result becoz it is near to its 3.7 bil profit valuation.the next theme is supermax qtr 4 result.

Top Glove Corporation – Record-breaking profits likely in FY21 
Our channel checks with TOPG reveal that it is pricing in higher ASPs due to the 
current strong demand and longer-than-expected orderbook visibility. We expect 
TOPG to post a record FY21 net profit of RM3.7bn, backed by aggressive ASP 
growth (+35% yoy) and higher sales volume (+25.6% yoy). Reiterate Add, with a 
higher TP of RM25.00 (22x CY21 P/E). 

Tg fy21 profit 3.7bn ,eps 1.20 pe 20 rm24
Supermax profit 3.7/3(historically is 30% of tg profit, alto i strongly beleive it will be much more becoz obm) =1.2 b
Eps 92 sen ,pe 20 rm18.4

Tg potential gain is 41%
Supermax potential gain is 115%

Thats y i choose supermx

Ntpboon..i hav no data n opininon on Sri Trang Agro. May b other sifu here can help. Sorry about that.

Thats why i say all glove company need delivering pain b4 delivered baby...only supermax already delivered baby. Tg asp increase by 5% is a knownfact already from jan to jun. The only good thing for tg is their 10%to 20% capacity for spot order.the rest dun hav so much even. Only after jun they can c good result but margin increase not as fierce as supermax. U c any company margin from 9 rise to 15 in 1 qtr..then next qtr from 15 rise to abovee 20? U will c at supermax becoz of obm.

cannot be so low la...at least 200m...

150 million...mmm..still no one can beat supermax 200% increase with only 1 month covid bumper profit? we will c tomorrow...may b jus a rumour.

dun forget Supenax got annother 2 billion more from new line in aug may be if everything works out fine.

CharlesT...the first time i saw this magical rm1b if i m not mistaken is from freetospeak...

I think so too...lol...i say 1 billion eps rm1..pe 20 = rm20...i think that time only OTB sifu beleive me...lol

According to your Maybank Kim Eng girl friend, PAT for Topglov for FY 2021 is RM 3.169 billion.
You should able to know what is the PAT for Supermx for FY 2021.

lol...OTB sifu also know how to joke..kim eng girlfriend..lol

chief999...apply wat..?

chief999...if TG is 35.. supermax at least 20 already...lol...now i say public bank is one HIONG HIONG ib like charlest..lol

they raise tp for TG to rm35 becoz of this reason ?...Supermax dun hav me? y no increase to tp 20 ? supermax is stepson...

yes..one by one..very hard work..my eye also no good...to help those old man with poor eyesight..so i add up for them...

double profit is confirm already...now we r aiming for 3x profit minimum which is 70 x 3 =210 m

click inside there is volume on each stick.

Supermax Healthcare Inc imported from supermax

Jan 527 ton
Feb 440 ton
Mar 414 ton
total 1381 ton

Aprl 666 ton
May 1264 ton
Jun 287 ton upto 8 jun 2020
total 2217 ton

increased by 60% to date

https://importkey.com/i/supermax-healthcare-inc

chief999...288 mil..still low ah...u want to take out the nuclear weapon estimation is it...lol

yfhew1...u selling breakfast outside factory is it...lol

yfhew...container only measure volume...not price...same container lsat month earn much less than container today.container next month will earn more than container today.

Supermax report is out in Aug..not july...july is when result is leaked...n funds start to goreng up to reflect the price.

According to Kenanga, the new purchase wihtin the vicinity of its Klang Maxter Glove plant alongside two other tracts of land purchased recently should yield operational synergies to the group.

"Based on our estimates, the size of this piece of land can house one plant with an estimated capacity of 4.7b pieces per annum.

after TG result...next wave will be supermax SUPER result...starting in july. That will push Supermax to the next level.

another wayang show by shark...sigh...

if harta n TG limit down also..then u worry..if they still holding...nothing to worry.

We also note that Top Glove is the price leader during this tight supply period. It has already raised its ASP by 10-15% in Jun and Jul, but it remains to be seen if other smaller players will follow suit. When I checked with Sri Trang's IR 2 days ago, the IR said they are still practising the 5% MoM hike and was surprised with Top Glove's +10-15% hike in Jun-Jul.

if u hav read...only TG can increase 10-15%...the others only 5% n it is after jun...not apr to jun. Apr to jun only supermax can increase so much.