wah ...all kena virus strike ga...wat other broker got problem? maybank no problem.

already more savy investor already park their fund ...they jus wanna know the exit point only from next qtr report.

wondering..once the asp price increment ratio is known to public and from nex qtr u can calcualte how much cost reduction u can get. the rest the market will react in lightning speed.they wont wait til next qtr to buy.

Dear OTB sifu,

U have already said it all, both FA n TA is positive for MTAG. Even without covid bonus. The stock can stand on its own.Covid as a catalyst jus speed up the price acceleration. Hoping the subsequent Qtr will b a good but MCO sure will hit them in their nex report hopefully they can offset it with enough stockpile n higher price. I hav also bought in to MTAG and hope to reap a fruitful investment.

Pls take good care of your health, and looking forward to your great stock picks in future.

i jus need some feedback so that i can improve my calculation. i try to b as conservative as possible to avoid misleading the reader. thank u for your support.

the management only use 60 million about 10% of total profit (600 million) to buy back.

if supermax also increase asp by 30% , tp 11 is low, the tp for 30% asp is 16 +.Top Glove conference call notes .

if u read my calculation for supermax eps 37 sen tp 11 , u know all other glove stock will also earn alot n i mean a lot. they will fly like mad n related counter also.

jus hold all the glove stock will fly like mad next wk after 1st report by one of the big 4. all related counter will also fly like mad.

when i say eps 37 sen tp rm11..nobody beleive me i think...lol

can u imagine earning 600 million for supermax per yr? that is 5 years earning !!!!

so who want to sell at pe 8 now at rm4 ?

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

i beleive if supermax drop below 3..sbb will be activated.

even without covid...mtag is already worth rm1.00 minimum..not to say with covid factor.

68,888,000 treasury share....i love this number...lol..tp..6.88

jus beleive otb sifu la...sure will go up n up ..

supermax is in the big 4 group...very solid business. if top glove n harta no down.supermax will not down.

nex wk report..supermax will annouce 3 x higher profit...1 qtr =3 qtr...u still want to sell at 3.60????

beleive in sold profit report..u cannot go wrong.3.50 is too cheap to sell.

too many short term holder for the 2nd group.they wan to wash out.

supermax is trading at pe 12 based on forward earning...no way for me to sell.

y suddenly everyone server down ??? is it becoz of that glove stock kena hammered becoz cannot key in buy order?

where can the price go...when report comes out 100 million profit . still at rm4.00..impossible.

beby shark b4 u run let me know too..

no wonder drop becoz calvin sell ah..

sadest thing is not stock collapse...the saddest thing is collapse no money buy liao...lol

baby shark always say very soon...lol...

tp 2.5 when wil lich?

top glove no fall..means glvoe stock wont fall..

cb...no money to buy ...sianz....

the only thing i hate is i got no money to buy liao...lol

wah good time to add nex wk u wont c rm3.++ anymore...

wah who so nice sell so cheap ..!!!

some buddy say in comfort forum that the glove price rise by 5 x so comfort profit will rise to astromical level. i not so ambitious , got 20% increase in price is good enuff for supermax.

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
eg. 20% increase price = 49.36 sen eps pe 30= rm 14.8

the management cannot wait to reveal the superb result...wat do u think the actual profit will be..60 million ...80 million or 100 million or 150 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

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

rm4 sure break la..if not is not foreign fund.

3.00...base on wat ?

babyshark..wats your tp...........

today up 30 sen hit limit up when big 4 hit limit up...

today is limit up day for big 4

limit up today !!!!!!!!!

very good..rm5 b4 report..after the superb result in qtr..limit up!!!!!!!

bot another 400k la...otb sifu n baby shark..i count on u la...

i support otb la...bought 400k

limit up la...once also good...lol

supermax is really the lowest pe together with kossan...2 hand in hand run together at the bak..lol

I tot is out of stock...?

I only use last yr qtr resultwith 30% increase in volume,n 5% increase in sales price..oledi can get 100million profit. No consider weak ringit,weak oil price,weak natural gas n obm advantage.