There might b 2 bonus split within 2 yrs.

The craze for big 4 is not here yet...becoz i haven c any limit up yet wheres the craze. Its jus steady moving up the slope for big 4.building up the foundation only.

Very soon u will c supermax nta is at rm2.01,which is the average price they paid for 60 million sbb.

Dun be surprise supermax annual profit is the same as top glove even supermax is 3 x smaller. When topglove is at 10 n super max at 4.

Deposit value might varies for diff company n demand...10 to 30 percent range is possible.

Cimb states at 5.10 supermax is still trading at 40 % discount to its peer.

5.10 also undervalued...last month they say 2.50 only...nex 1 to 2 month they gonna say rm8. Becoz supermax might get new line in place earlier than expect.

Where to find such good business. 20percent profit locked in for 10 mths. If buyer cancel order then can shake leg for 9mths already.

The ib din learn from me...they already knew....but seems after i shown my calculation...they started to rerate becoz more ppl r aware n not selljng their stocks. I can tell u all gloves counter already hav a 20 % lock in profit fromdeposit of 20 percent.

Meaning, super max already hav profit in pocket for up to 10months... equal to minimum 400 million cash in bank as of today. 400 million profit is in pocket already. Even they cancel order also earn already.

If vaciine is ready in 9mths + 10 mnths lead time. Golden period for gloves stock is 19 mths profit locked in at 20%. So u can expect supermax will c a MINiMUM profit of 1 billion over the nex 19 mths jus based on this 20% deposit .

most important is let more ppl are aware of how undervalued supermax is.

if counted in all other positive factor 800-900 million profit is reachable. so i dare say 1 billion profit...if asp further increase.

thats my calcualtion for over the year, thats why i tp 6 9 12..or conservative 5,7 ,11 for the next 3 qtr. i am not saying tp 12 this qtr.

20 % is 160 million. i presume an average 20% over 4 qtr .

so 4 x 160 = 640 million. =

take note...all strong usd, low gas n oil all not counted in.

i already mention supermax profit will be minimum 100 million nabove .
5% increase price is 100 million, 10% increase is 120 millioin, 15% increase is 140 million, 20 % is 160 million.

my calculation pe 20 is rm6,pe 30 is rm9.00
every 5% increase in sales price will increase 20% profit n tp.
eg. 10% increase price = 37 sen eps pe 30= rm 11.1
20% increase price = 55.53 pe 30 =RM16.66
based on last yr qtr 3

2.64 eps
361,199k sales
34,617k profit
2019-03-31

361,199k sales x 30% more sale due to max production = 469558 x5% price increase(be conservative) = 493, 036k

new Cost = 361199 - 34617= 326582 x1.20 (30% increase production - 10% cost saving ) =391898
estimate profit at 493036 - 391898 = 101137k

Profit increase factor = 101137/34617 = 2.92x

2.92 x 2.64 = 7.71 per qtr
7.71 x 4 qtr = 30.85
pe30 =rm 9.25

u didnt read my calcualtion properly.

with only 5% increase on asp and 30% production increase ..i can get 100 million profit.

4 qtr = 400 million profit.

100% asp increase is alot more.

with only 5% increase on asp and 30% production increase ..i can get 100 million profit.

100% asp increase is alot more.

wat i expect is rm7 stock split..to 3.50 rise to 5-6 end of year on bumper qtr ...with 100% increase in asp price. it is very possible.
how i get 100% asp price. very simple.

.jan -mar (9%)
apr -jun (15%)
jun -aug(15%)
sep -dec(30%) total 69% +
(OBM 10-100% increment from jan -dec).

like that how much profit can gain? u can go figure out.

30% total volume increase x above asp increase , u can go figure.

strong USD, 60% reduction in material cost,30% natural gas cost, 100% production economy of scale.200 million worth inventory tosell etc may b still got others.

u can go figure.

if i say supermax will hav acummulated 1 billion profit in the nex 4qtr u beleive or not? based on my calculation i beleive.

u got read my calculation or not...???

when i say supermax got 3x profit...no ib say all diam diam dun wann reveal...now then they say got 3x...later nex qtr will say nother rise 6% momthly in asp price ..another rise in profit...then another qtr rise 10% monthly rise in price...thats their pattern...always diam diam dun wan say.

i giv tp 6...9...12...for each qtr.

this reminds me when we break rm3 resistance few wks ago.

if fall below rm3 ..stanley sure sbb again...1 billion profit incoming...the company is so rich he can sbb all the share bak if u dare to thro down.

1 million share jus eaten ...u say who buy le...so lich..rich

sbb always start momentum when engine almost dies...

smell sbb here...lol

u c..i say funds are collecting.

buyer not accumulate enuff , try to chocke buying sentiment..so that more ppl r scared to sell..funds are collecting.

human being hav been developing vaccine against corona virus since modern history...now suddenly say got vaccine in half year. its better to beleive supermax can 10 x profit by end of year.

donald says this year..expert say next year...i beleive donald. he will lose president this year.

this looks like normal trading days again...no more volatility...slowly eat slowly eats...good...good

for other counter can x10 profit i not sure...but for supermax a very high possibilty..becoz 50% OBM. with such high margin...sell 1 glove equal sell 10 glove.

ppl look at chart scratch their head..y no correction...ppl say x 3 profit not possible last month..now they believe...when u say x6 profit next qtr, they dun beleive until next qtr they will beleive. x10 profit i also dun beleive...but sign are pointing there...jus wait to beleive.

all ta n fa dun work n pandemic model. last spanish flu we still dun hav malaysia stock market.TA keep overbot all the way until pandemic is over. 10 x profit in a yr never seen in fa b4.

with progressive asp price increase..meaning this qtr profit 3x, next qtr 6 x ,next qtr 10 x. price will be 6, 9 ,12 accordingly.

there r tons of ppl waiting to collect ...if they take profit then lagi good...we got new investor.

wah...got ppl do charity sell so cheap.

today limit up la...lol

even the glove company said they never seen such thing happening in glove industry ever.

some tot now glove stock already overpriced..thats becoz they got no knowledge how serious of the pandemic drives up the demand n prices . when more info gets to the market then they realised they might be looking into a 3x 6x 10x profit scenario as the pandemic keeps prolonging.

shortage drives up profit much faster than increase production.

look bak h1 n1 period supermax already profit 3 x...so 3x profit is confirm already. now ppl are thinking whether is 6 x or 10x becoz now got perfect high demand high price low cost low exchange rate etc. which last h1n1dun hav.

Today up up up day..Thank you OTB sifu for your report!

Their obm dept jus sell on ammazon at retail price already can earn 20 x profit...lol

I still maintain my Tp rm12 for supermax .

asp is increased by 3-5% adjusted on monthly basis by all glove company , for obm they hav more liberty to adjust 10% -100% is possible.

the above is to show a 100% obm price increase scenario.

thats my conservative thinking n most possible scenario. 100 million this qtr.

i strongly beleive that is the secret message the management wants to tell us thru sbb. they r buying at nta price to justify their cost of purchase.