Dear OTB sifu....silently ask....how high is your high..........

aiya jus use cash la...y use margin...kena threaten by bank for wat. make even more lost from borrowed money.

i think bonus now not possible yet rite...at least until next qtr out.

charlest...y ah...c lenglui photo ah...

Dear OTB sifu,

I am confident u know ..lol...jus not confident in others who saw a lot of bloggers and articles who comes out with 20x profit forcast based on supermax pricing which shock me!! Not to discredit u. Hope dun misunderstand.

Thank you very much.

Dear OTB sifu,

Respect your decision to be conservative. I am conservative on my calculation as well. Just want to caution there are many ppl using supermax OBM pricing to do wrongful projection. The ASP stated on the report is a result of 55% OBM n a only 5% OEM ,with such bargaining power thus resulting in a significant increase in manufacturing price. For other glove company this price will be much lower due to commited pricing n commitment, eg kossan , harta.

Hope it clears the air.

anyway ..mus b fair to other counter...need to makan also...lol..supermax .monthly got up rm1-2 consider very good..until qtr 4 will be over 10-12. if not this week hit 12...what will happen...of course correction ma..

so easy for them...one margin call exercise...straight away go to their pocket..lol...easier then printing money

The kyy calculation is not fair to supermx in term of selling price and product %. Should higher than 13

he he...not many understand supermax obm centre, obm independant distributor and oem composition. using supermax price chart to compute topglove n comfort. its already very wrong. u can say 100% ASP for topglove obm department ,that i can understand. for comfort, i think very difficult. only for supermax can capture full 300% increment for 55% obm segment. the other glove company is very very wrong to use this pricing to compute their profit.

thats why since supermx analyst report out...everyone so confident they can record 20x profit...lol

mbb cannot connect to server for 15 min already

anyone got problem connecting to server?

server down again is it

wok...good...another director?

yes...supermax always the one who save the day...in time of crisis ..rise from ashes...

other company n industry wan to hav 2 yrs 10 % increase also cannot ...

stanley willing to hav 2 yrs 230 % profit n then 8 yrs of normal profit...

if can use 2 yrs acchieved...nobody wan to use 10 yrs

ricky...10 yrs 230%...supermax can acchieve in 2 yrs. 1 yr 115%. no problem...with 10 x profit...

chief...many still blur blur between OBM pricing, OBM independant distributor pricing and OEM factory pricing....really blur

millionology , US$150 is provided by supermax briefing report...th figure is true but that is only unique to supermax...for other company trying to use it for their counter calculation..i can only say goodluck u will c 20x increase profit for your counter ..but c only a bit increase when report come out.

US$150 is still not the max...spot order 30% premium on US$150 = US$200 is even higher price..

millionology...the sales price is wrong already... asp now for jun already 150USD no more 30% already...may b already 300%...lol

charlest...lee yen ling is the best la...giv TG 900% profit increase...most realistic projection...indirectly prove supermax 1800% profit increase...somemore leng lui...

good for fundament strong like supermax..becoz investor feel more secured..bad for those goreng theme counter.

a cap is healthy on price..no too overblown goreng price. all buy more with cash.

i dun play margin also got the news...the moment they c the slide morning they would hav found out the news already...still waiting for tomolow to sell...cannot imagine got margin players play margin like this.

i think only 1 % margin player not informed...lol...if u play margin n u switch off to the news...sorry la..u better dun play margin.

chief...i dun think so...lol...jus hoping lenglui only..

maybank lenglui..pls change to tp 12...

wah..competition for highest tp is on now...lol

thanks.. sypher..

ok now shake off all margin player now..ib can release the beast n new tp oledi.

i wann buy...no money...sob..

this is wat we call a true V shape recovery.

expected...wondering how those bank earn money off those call warrant when the future for glove is so bright...keep losing money...no choice lo hav to use dirty tactics.

golden chance to buy cheap for those shark...paktua happiest..all battleship standby mode oledi...lol

where got so easy game over..those margin player will become food for shark.

chief999..did a quick calculation on jun at asp 150...@55% obm..

cap for jun 2000000000
caps for 55% OBM 1,100,000,000
jun asp US150 = 0.32 sen/glove
precovid cost @US60 x0.9 (10% profit margin qtr 2)=0.12 sen/glove
profit 0.20
total profit 220 mil. ONLY FOR OBM DISTRIBUTOR CENTRE.
lets assume OBM distributor split the profit = 110 mil

total OBM centre + OBM independant distributor = 330 mill profit for JUN

OEM 5% insignificant so i ignore.

if apr n may only 30% profit of jun, qtr 4 = 330 x 1.3 =430 mill
if apr n may only 50% profit of jun, qtr 4 = 330 x 1.3 =495mill

202023....your calculations is possible...many sifu here also got the same result...our estimation is conservative from 200 mil to up to 1 bil profit per qtr....but dun wan to scare ppl...so we stick to 200 million to 400 million..lol...1 bill per qtr who believe...

maybank use supermax obm pricing giv TG 900 % increase profit....but dare not use supermax obm pricing to giv 1800% increase profit to supermax .no ib used supermax latest analyst briefing result to giv new tp. But they used it to estimate other counter...he..he

wok..chief..bakk to hq now...dynasty got post

23 billion x 10 sen = 2.3 billion profit how to drop...can use the profit to buy whole rubberex already...lol

wok..chief999....tomolow which director turn to buy le...no wonder cannot up....so many ppl still colllecting...

wok...meaning wat?

chief999...this independant director 1st time buy supermax share. something different. very strong indication. somemore buy more than executive director.

PANG72...No c dao the leng lui...damn bad news...lol...

one day reach ...pe 110...like TG n rubberex...

MTAG ...sure like adventa...limit up...

Supermax now pe is lesser than TG, Harta, Rubberex...more room to rise up now...can rise to pe 110 also no problem in short term.

how sparkling is the eyes...so looking forward...Pang72...lenglui or not ...u watch already

based on asp 0.14 for qtr 3, 0.23 for qtr 4 extracted from Analyst report

Revenue 773,042
Cost 351,970
PBT 421,072
PAT 320,014
eps 24.6 sen

Credit: Probability, Wok

lunny94 one is the analyst briefing report. If u already hav it. then dun need ask from lunny94 again.save him the trouble.