More info on the sand deal.

https://www.klsescreener.com/v2/announcements/view/3156467

during h1n1

31 Dec, 2010 923,250 168,163 53.34 View
31 Dec, 2009 814,836 129,752 48.73 View
31 Dec, 2008 833,403 46,545 23.83 View

from 46,545 23.83 to 168,163 53.34 = 3.6x profit.
sales revenue increase only by 90 million (11%) ...but profit increase 120 million (260%).

i think this is unique to supermax becoz of OBM direct sales to customer. Commanding higher selling price n margin.

cimb is still underestimate the eps ... during last flu pandemic...the profit increase by 3.6 x while sales increase only 11%. this time shld b more. definetely not increase only 25%.

unlimited buying at 2.99... pls sell all your share fast so that we can move forward.

y sell...???

supermax is now like a benchmark for both top n lower liner. lower liner aim to catch up with super max while ,top liner try to go higher away from supermax. KYY is playing with this cooking different pot of dishes.

i one layman trader also know ..how can he dunno.

kyy also got buy supermax de la...he cant miss supermx got very high margin becoz of selling direct to customer. its like 1 glove earn equal to other company sell 3 gloves. he always mention rubberex comfort n supermax in his article.

2888 means jump from 2.88... 6888 means ..rm 6.88 destination for dividend n bonus...

wah 10 am already wab pecah ...good ..good..still much undervalued...

supermax pe shld b at least 40...

our TP is raised to RM3.48, based on a higher CY21 P/E of 24.5x...still at pe 24.5 ...so low...

supermax is the best la...sell 1 gloves equal to others sell 3 gloves..

at least 3-4 x higher profit becoz they sell direct to customer...huat arr under obm..

now then say margin highest becoz of obm model..last 2 month dunsay...all these analysts.

EFI partners with MYEG Philippines.

MYEG Philippines will be the exclusive provider of the automated fare collection system for all the jeepneys manufactured by Francisco

https://businessmirror.com.ph/2018/04/26/efi-partners-with-myeg-philippines/

Leading Filipino software company Multisys Technologies Corp. and fin tech solutions provider MyEG Philippines have sealed a partnership to provide both private and public sectors with diversified software system solutions.

https://businessmirror.com.ph/2018/04/26/efi-partners-with-myeg-philippines/

during h1n1

31 Dec, 2010 923,250 168,163 53.34 View
31 Dec, 2009 814,836 129,752 48.73 View
31 Dec, 2008 833,403 46,545 23.83 View

from 46,545 23.83 to 168,163 53.34 = 3.6x profit.
sales revenue increase only by 90 million (11%) ...but profit increase 120 million (260%).

sales revenue increase only by 90 million (11%) ...but profit increase 120 million (260%).

during h1n1...no low oil price...no low rinngit... no such big volume.. no serious worldwide shortage.

during h1n1

31 Dec, 2010 923,250 168,163 53.34 View
31 Dec, 2009 814,836 129,752 48.73 View
31 Dec, 2008 833,403 46,545 23.83 View

from 46,545 23.83 to 168,163 53.34 = 3.6x profit.

volume is not so important in driving profit during pandemic...every pandemic the most is boost 20-30%. if volume too high how to commnad better price...so scarcity drives up price n hen higher margin is more important than volume.20% increase in voollume only gives u 20% more profit..but 10% increase in price gives u 100% profit.

why glove stock can rise multiple fold...becoz in pandemic their profit margin can increase many fold ...1 year profit equals to few yrs profit.

thats why probaility only c on the volume side. A company most improtant is profit..even sales the same...still can make double profit.

Mounting promises on Covid-19 vaccines are fueling false expectations, experts say

https://www.statnews.com/2020/05/06/mounting-promises-on-covid-vaccines/

other glove company got earn so much or not i dare not say..but supermax management already show u with cold hard cash 50 million buy bak...meaning wat..?

n who knows they might increase to another 50 milion down the road b4 bonus isssue. 100 miliion buy bak u dare to beleive. if no earn 400 milioon how to answer to shareholder.

ican tell u if they dare to spend 50 milion buy bak share..they must be at least earning 200 million.

wat is 20% increase in price...u tell the american...sorry ah ..the price isn no longeer rm1 per glove..is rm1.20...u think the american cares me... increase 5 sen usd only...

10% increase insales price is already 100% profir..if price increase 20% is 200%. with shortage so serious. not surprise for a 20% increase in price. iam already very conservative by using a 10% increase in sales price.

if the company can spend 50 million buy bak share...meaning they must be earning more than usual. 50 million is equalt to 2 qtr profit. if no 100 -200 % increase in profit...they wont be so confident.wat if they earn 200% profit?the above is only quoted 100% profit...if eps is 30 sen can u imagine?rm4 is only pe 13.

the italian jus boastful..there r 8 other vaccine on clinical trial can do the same thing.

selling any below rm4 is equal to valuing supermax below pe20 now..

lasst qtr sales 385,497k profit 30,165k, a 10% increase in price alone will give additional 38.5 k profit.total 68k profit..not counting lower material cost, higher volume and strong usd. esily get +100% profit. u can c that for the next 4 qtr. 5 sen x 4 qtr =20 sen eps... pe 20 = rm4. pe 30 = rm6, pe 40 = rm8.

if i count in lower material cost, higher volume and strong usd. wat is the price le...dun wan to b too optimistic...conservative eps 20 sen for the current yr.

chop that finger for pressing sell button..

0.15 sen forward eps..20 pe only at rm3.000 sommmore got 5% share dividend...best of all glvoes.

wah..pecah rm3 today me...

so many place for further outbreak...still long road ahead why sell le...

wait til u c second wave in us...dunno why this ppl wanna sell...strange.

do not get fooled by seeing director disposing their share...they disposed already then they buy bak preference hence increasing their stake thru arbitrage. they r increasing their stake thru arbitrage.

do not sell your pa..it is gonna b very valuable in future. they r profiting off your pa n converting them to mother n sell to buy bak pa again.

they r collecting pa n convert to sell mother to arbitrage...when this finish they will let it fly.

https://www.cnbc.com/amp/2020/05/05/the-coronavirus-mutated-and-appears-to-be-more-contagious-now-new-study-finds.html?__twitter_impression=true

Vaccine ..gg

today break...1.30...

dun worry...traffic jam seen again in kl again...a very good sign.

good..let break `1.3 today.

i can tell u the profit for the nex 3 qtr will b at least 40- 50% from previous. if that dosnt warrant a increase in price of 100% of more than wat will.

kyy got all the data from comfort n supermax already la...he knows the sales already. thats y he go in gloves.

somemore fly until so high ppl dun believe. now only fly 100% is very decent already.

everytime got outbreak of contagious diease..rubber glove always fly.. last 2 outbreak duration is even shorter. according to your argument..no reason to fly..but why fly le? Care to explain?