Dear OTB sifu,

the difference between comfort n supermax cannot be always 2 ah.becoz supermax increase in margin is many time of comfort in ratio.n comfort oem asp increae can only show maximum effect next qtr unlike supermax already shown some effect in current qtr due to obm.tagging a 2 diff..will coz many investor to overvalue comfort if supermax run up to 8 becoz 2x or 3 x profit next qtr. comfort is expected not to run up so high profit. of course i might b wrong becoz we still need comfort latest result to confirm.

Thank you.

u know why there is so much shortage now...i suspect many distributor only sell half of their stock...to sell higher later...this always happen during shortage...n will lead to even more shortage.

burning 4million per day...a bucket with hole...how big alsoo not use.

supermx at 5.70 i will call it cheap...genting at this price i call it expensive.

she tot genting cheap ma...

yth888 wat industry u in?

if there is a second wave n extend cmco...airline n hotel n consumer...gg

all those at airline n consumer n hotel industry shld dump their share n enter supermax...future is indeed bleak.

unless supermax trading obm arm is also a regular for the big 3....lol...is it possible?

Targeted...very possible...since they got obm brand...n license there...so they can help other oem to selltheir product there readily n earn the hefty margin. But its a possibilty only..since most oem hav regular customer n mostly they hav their plate full.

the above calculation is more or less correct but the margin will not b15.9% for next qtr. becoz next quarter will contain bulk of gloves priced at newly increase asp of 90%...so u can expect margin to be much higher than 15.9%.

from 30mil to 71 min...1.80 to 4.50, if 71mil to 140 mil..of course the price will rise from 4.50 to 9.u think the market is stupid.they r very smart indeed.

from 1.7 to 17.50 why cannot...if supermax can show 10 x earning y not...

supermax obm can buy from topglove n rebrand it to sell double profit...lol...manufacturere dun earn much...distriubtor n retailer earn the most....all those pharmacy crazily hike up price of those ppe to sell...one bottle of sanitizer 3 x last time price...but the manufactuer dun charge 3x more to distributor....supermax rise 3 x becoz supermax earn 3 x more already. if O n G can earn 3 x more of course will rerate 3 x.

its not reachable or not...its when...

may b supermax also distributing oem for other big 3...now big 3 can produce gloves for supermax obm to sell in future....lol...i buy cheap at manufacturing sell high high at distributor price.

if next qtr supermax is 2 x profit of kossan..then supermax shld b at 1.5x - 2x price of kossan.
i am not saying kossan is overvalued , its jus supermax is too undervalued.

suspend on friday over long weekend....bad feeling...

chief999...good info...i need more pls...lol

comfort director keep disposing...think may b qtr result might b like kossan again all time high but not as spectacular. comfort investor better be alert. current price may already priced in.

stanley tai is really one genius for expanding in OBM n contact lens. he had the future 10 yrs expansioon road map established 5 yrs ago.

but for other glove company sorry they got nothing to fall bak on.

ppl worry post covid supermax profit will drop bak. Actually if covid last 1-2 yrs...order up ro 2-3 yrs.. but that time contact lens biz already start contribute high margin profit...so perfectly take over the baton...n the high profit will keep oon running driven by contact lens biz. so u think it will drop bak .sorry from wat i c, this profit is sustaining into future.

may b epf also bui tahan wanna jump in already...lol

wow..someone jus sapu 500000 at 5.75 one shot...lol

chief999 also share same view with me on the contact lens...he is very interested in that portion as well.my b he can shed some lights on this part as well.

theres another gold mine hidden under supermax. when that happen...u gonna c something like this again in a few years time.

i beleive they will ipo their contact lens biz when the time come for fund to expand. may b not if they earn alot during this covid period n got enuff fund to propel thei contact lens biz.

analyst always relesae news bit by bit...all out how to earn money.

with world wide market at 60 billion...only need capture 3% ...1.8 billion with margin so high for contact lens...easily earn another 250 million per year. but thats the potential for contact lens in future.

Give supermax another 3 yrs time...the contact lens biz profit will b more than gloves.

Supermax shifted 95%production to its own OBM brand. ...thumbs up to management.

if not for expanding the obm network n contact lens business. supermax willnot b the undervalued gem.

ppl only c the spectacular performance of supermax obm business now..but din c past few years.they r struggling to expand the distribution network. so its pay back time now.

u dun c that kind of rerating on other glove counter...brought to u only on superman channel..!!!!

u know why they keep rerating..becoz they already know upto now th eprofit for supermax is already surpassing 71 million...lol

becoz supermax is the abandoned child by the epf n funds. that why its extremely undervalued.but thanks to them, we got cheap cheap gem to buy.say thank you to epf. u lose a potential 20 billion company to invest.

if kossan is fairly valued at 8.40 now...then supermax is extremely undervalued.

supermax n kossan shld be about same price now becoz their current profit is almost same in this qtr. in next qtr..if supermax profit is 100 million then supermax price will be way above kossan if still at 60-70 million.

when all new lines are up...kossan will permantly lose the position to supermax when the covid is over.

supermax market cap will soon overtake kossan. when kossan lose out i nthe race..fund will shift..n then harta will shift to supermax. if topglvove result also not so good...top glove fund will move to supermax as well. super max 14 billion cap by year end is a guaranteed.

theres still huge profit in arbitraging between harta n kossan to supermax.

with 1 kossan can buy 1.6 supermax... n supermax 2 x profit next qtr... u get 3.2 x more profit by buying supermx.

now its a battle between topglove n supermax for the no.1 already, harta n kossan already ko.

no brainer if i got kossan i will sell n buy supermax..becoz nex qtr...supermax profit will b 2 x of kossan.

good correction over...rocket start....

red sea... if u can push down to rm3.00 for everyone to buy then good...

may b sbb again on 15 july...a small number like 888888 share is enuff. we get your hint ...lol

SUCB highlighted that the majority of orders with substantial price increase (expectations of +10-15% monthly from Jun 20 onwards, post raising ASPs by 25-30% mom in Apr 20) would be captured in 4QFY6/20 onwards, as the bulk of orders with lower ASPs have been shipped out in 3QFY20. Hence, we expect better margins for SUCB, from higher ASPs and declining raw material prices. Also, its subsidiaries (distribution centres) in certain countries, such as UK and the US, will enjoy lower tax rates due to tax incentives
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as the bulk of orders with lower ASPs have been shipped out in 3QFY20

soo qtr 3 is only selling cheap old stock will lower price.
WAT WILL HAPPEN IN QTR 4 WITH raising ASPs by 25-30% mom in Apr 2 TO JUN?

Dun count bonuss share ah...wheen i say 6...dun c 12 split to 6 then ask freeetospeak cut.