geary

geary | Joined since 2015-03-04

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Stock

2020-08-11 20:18 | Report Abuse

Alvaro Attaaaaack , vaccinations given for MMR , DPT , Hep B , BCG... What is their prevalence ?
Do you suspect the person bringing their child along for vaccination to have Measles , Mumps , Rubella , Diphteria , Pertussis , Tetanus , BCG ?

Is it prevalent or during a pandemic and you suspect it to be contagious with close proximity/touch ?


Vaccination during an infectious disease pandemic , my friend , gloves mandatorily MUST be changed between every patient -CDC/WHO

I hope you bring this new knowledge with you for the betterment of humanity despite your stock biting the dust .
11/08/2020 8:10 PM

Yup...。◕‿◕。

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2020-08-11 20:01 | Report Abuse

Miracle7 read properly la ..WHO also haven’t approved ..Phase 3 also haven’t approved ..need phase 3 to be done the trial need at least 3-6 month
11/08/2020 7:52 PM

Besides these...if approved by WHO...then those vaccines need specific temperature containers to transport by airplanes. Due to airplanes capacities or cargo hold constraints...it takes longer period. All logistics are involved. Airplanes, shipping, trucking, etc. So any temperature disruption or no proper storage in specific temperature, vaccines is deemed useless. So it takes how long...to stop this Pandemic...n when WHO...will announce it's OVER...So those bosses keep on ramping up their gloves production lines...for the sake of WHAT...a lot of common sense...those who aren't really in business such as these don't understand...the head n tail...¯\_( ͡° ͜ʖ ͡°)_/¯

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2020-08-11 19:46 | Report Abuse

https://www.bloomberg.com/news/videos/2020-08-11/top-glove-says-demand-has-been-very-strong-amid-pandemic-video

Vaccines...the demand for gloves still the same...they still wear gloves on both hands...to get it done...so the world population...u imagine...how many gloves needed...common sense lah...╮(. ❛ ᴗ ❛.)╭

Those who are producing the vaccines need gloves, doctors n nurses need them to vaccinate the masses...n those people handling it to store in correct temperature needs too...no question about it...¯\_༼ •́ ͜ʖ •̀ ༽_/¯

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2020-08-11 19:08 | Report Abuse

https://www.bloomberg.com/news/videos/2020-08-11/top-glove-says-demand-has-been-very-strong-amid-pandemic-video

Vaccines...the demand for gloves still the same...they still wear gloves on both hands...to get it done...so the world population...u imagine...how many gloves needed...common sense lah...╮(. ❛ ᴗ ❛.)╭

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2020-08-11 18:49 | Report Abuse

Warren ala carte RM 8 very achievable by next month ! Look at bursa today, only 3 glove counters are green, careplus, supermax and TG, that show you the confidence in careplus...owh yeah another glove counter in the making is AT which is also green lol, that's baby careplus in the making hahaha... I'll laugh at those who don't believe that careplus can hit RM8 by next month
11/08/2020 6:02 PM

Hold...January, 2021...@10.00...(☉。☉)!

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2020-08-10 19:06 | Report Abuse

yttihs And TG will not lag behind for being taiko in glove...RM 33 in the making!!
10/08/2020 7:03 PM

I can't imagine n believe in my eyes...the net margin is...43%...Better than banking industry...OMG...\(°o°)/

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2020-08-10 18:50 | Report Abuse

Newbienewnew How will supermx good result affect top glove? Because we could expect next qr top glove also increase?
Sorry I am new here.
10/08/2020 6:44 PM

Related businesses...So people are emotional animals... sentiments will be...HOT...Sure all gloves products n related products...all Up...◉‿◉

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2020-08-10 18:46 | Report Abuse

kakibulldogs bro @geary, stock biz, our go supermax page check lo
10/08/2020 6:42 PM

Those who Dare not top up...on Weakness...below...@4.00...what a waste of chance...◉‿◉

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2020-08-10 18:40 | Report Abuse

KUALA LUMPUR, MALAYSIA –10th AUGUST 2020 - Supermax Corporation Berhad (“Supermax” or the “Group”), has today released its fourth quarter results for financial year ended 30 June 2020 (“4Q2020”), achieving its best ever quarterly financial performance since incorporation.
For 4Q2020, revenue surged to RM929.1 million increasing by 147.1% as compared to the corresponding quarter a year ago (“4Q2019”). Profit after tax (“PAT”) soared by 2,815.4% to RM408.3 million. With this strong performance, the Group achieved industry leading EBITDA, PBT and PAT margins of 60.4%, 55.9% and 43.9%, respectively in 4Q2020. For the full financial year ended 30 June 2020 (“FYE2020”), revenue closed at RM2.13 billion with PAT of RM535.6 million compared to RM123.1 million
10/08/2020 6:29 PM

WOW...sales n net margin...UP...150%...Profit UP...2,500%...All gloves counters...Limit Up...2morrow...。◕‿◕。
10/08/2020 6:38 PM

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2020-08-10 18:38 | Report Abuse

verynewbie Alvaro anywhere to check the news is true?

KUALA LUMPUR, MALAYSIA –10th AUGUST 2020 - Supermax Corporation Berhad (“Supermax” or the “Group”), has today released its fourth quarter results for financial year ended 30 June 2020 (“4Q2020”), achieving its best ever quarterly financial performance since incorporation.
For 4Q2020, revenue surged to RM929.1 million increasing by 147.1% as compared to the corresponding quarter a year ago (“4Q2019”). Profit after tax (“PAT”) soared by 2,815.4% to RM408.3 million. With this strong performance, the Group achieved industry leading EBITDA, PBT and PAT margins of 60.4%, 55.9% and 43.9%, respectively in 4Q2020. For the full financial year ended 30 June 2020 (“FYE2020”), revenue closed at RM2.13 billion with PAT of RM535.6 million compared to RM123.1 million
10/08/2020 6:29 PM

WOW...sales n net margin...UP...150%...Profit UP...2,500%...All gloves counters...Limit Up...2morrow...。◕‿◕。

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2020-08-10 17:27 | Report Abuse

tuapuikia Director bought at 5.20, why so scared?
10/08/2020 5:24 PM

2morrow...Up...No need to see lah...(゜o゜;

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2020-08-10 16:33 | Report Abuse

xxxx K+ has become K-. When is it going back to +?
10/08/2020 4:21 PM

K -... Added...(・o・)

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2020-08-10 14:46 | Report Abuse

yttihs Please dont bring the Supermax negative aura into TG forum.
I don't side KYY but I won't demonized him either.
10/08/2020 2:39 PM

All gentlemen will answer for their own shortcomings n don't blame others whatsoever...←_←

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2020-08-10 14:25 | Report Abuse

Muadz Ahmad please explain how titijaya will benefit from sinopham vaccine ?

Too much textbooks n numbers... Vaccine sentiments...shoot up...@1.00...◉‿◉

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2020-08-10 14:09 | Report Abuse

Mustovoi If everyone study this company properly, the profit growth, does it matter if u keep collecting at 3.8 or 4.5???
At the end u know it will reach at least 8 or 12.
Impossible to time the market...sometime u win sometime u loss.
10/08/2020 1:56 PM

Profit growth...u got to calculate it yourself... different numbers from different people...but be conservative in your calculated risks. So at this price for me... it's still reasonable...if above 100x PE at present... probably no Margin of Safety.

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2020-08-10 13:52 | Report Abuse

startrader You didn't sell any. Steady!

kramer still hold from rm1.50. today my remisier even advise to sell some percentage. i almost...

Strong Rebound...if want to increase your Margin of Safety...Sell half or some at higher price... Don't anyhow sell... it's an earnings growth counter...◉‿◉

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2020-08-10 13:27 | Report Abuse

geary Sold some at...@0.70...All free shares... Hold...◉‿◉
10/08/2020 1:24 PM

#100%... Margin of Safety...ʘ‿ʘ

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2020-08-10 13:24 | Report Abuse

Sold some at...@0.70...All free shares... Hold...◉‿◉

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2020-08-10 12:32 | Report Abuse

Lee Kok Wee Later MAL glove will all turn green
10/08/2020 11:22 AM

Surely n Steady Rebound Soon...◉‿◉

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2020-08-09 22:05 | Report Abuse

NATION
PM: Msia ready to provide support for Covid-19 vaccine development [NSTTV]
By Adib Povera, Rizalman Hammim
August 8, 2020 @ 2:00pm

PAGOH: Malaysia is prepared to provide assistance in the development of a Covid-19 vaccine, which is being undertaken by several countries around the world.

Prime Minister Tan Sri Muhyiddin Yassin said in April, the Health Ministry established a task force to look into providing support for developing a vaccine for the deadly virus.

"This effort is to explore strategic cooperation opportunities with other countries in the research and development of vaccines and medicines for Covid-19," said Muhyiddin in his speech at the launch of the Embracing New Norms campaign here, today.

The government, he said, is monitoring closely the Covid-19 situation not only in the country but also around the world.
–– ADVERTISEMENT ––

"I learned that several countries are in the process of developing a vaccine for Covid-19.

"However, it is likely that the process of developing the vaccine will take some time and most likely (the process could be completed) by early 2021," he said.

It was reported that researchers and pharmaceutical companies around the world are racing to develop and test a vaccine for the virus.

AFP last month reported that there are more than 150 projects on vaccine development by private Chinese pharmaceutical firm Sinovac Biotech.

According to the same report, the vaccine has entered the final stage of testing in Brazil, where volunteers received the first dose.

In another report, a study by the New England Journal of Medicine found that a vaccine developed by a United States biotech firm has managed to induce a robust immune response and prevented the virus from replicating in the noses and lungs of monkeys.

The vaccine by Moderna, according to the report, uses genetic material in the form of viral ribonucleic acid to encode the information needed to grow the severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) spike protein inside the body of humans, which will subsequently trigger an immune response.

RELATED ARTICLES

NATION Aug 8, 2020 @ 12:23pm
PM: All Malaysians are frontliners in Covid-19 fight [NSTTV]

NATION Aug 8, 2020 @ 1:43pm
PM launches 'Embracing New Norms' campaign.

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2020-08-09 19:34 | Report Abuse

Newbie0001 Buddy,
Got one potential one to share, just sold out NOTION and all in the stock, this baby venture into PPE covid related products, also potential FDA approval PPE products like NOTION, still very undervalued, potential to be limit up like NOTION... Just sharing...

https://klse.i3investor.com/blogs/smartinvestor88/2020-08-05-story-h1511556670-XDL_5156_Another_Limit_Up_Counter.jsp
09/08/2020 6:15 PM

Don't anyhow buy China company listed in Bursa, SGX...even in HKEX n DJ or NASDAQ...be careful...better don't touch them if u don't understand...lot of fake earnings growth...ಠ︵ಠ

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2020-08-09 14:59 | Report Abuse

sharediscuss so, it means next week will drop more and might take 1 -2 months to up TP5-6?
09/08/2020 2:29 PM

Invest n Hold,

Only 4 points,
1. Sales Up.
2. Net profit margin Up.
3. ROE Up.
4. Debts Down.

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2020-08-09 14:23 | Report Abuse

kakibulldogs gogogo vaccine, with vaccine doctor dont need glove to perform injection...

if undergoing vaccine injection, assume 20m of malaysia population compulsory for injection.. do doctor need to wear the glove and change it while injection or with bare hand??
09/08/2020 2:01 PM

Not only doctors wearing gloves...all the specialist...nurses n others working in hospital need to... especially there are inside n doing specific functions...plus masks n PPE.

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2020-08-08 19:52 | Report Abuse

Covid19 Pandemic.

Mexico warns of 'prolonged pandemic': Coronavirus live updates

Italy's cabinet approves $29bn package as Mexico official warns of 'prolonged pandemic' amid rising cases.

Brazil n other Latin America countries also rise in cases.

Stock

2020-08-08 18:17 | Report Abuse

Covid19 Vaccine.

White House coronavirus advisor Dr. Anthony Fauci that the chances of scientists creating a highly effective vaccine — one that provides 98% or more guaranteed protection — for the virus are slim.
Scientists are hoping for a coronavirus vaccine that is at least 75% effective, but 50% or 60% effective would be acceptable, too, he said.

The FDA has said it would authorize a coronavirus vaccine so long as it is safe and at least 50% effective.

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2020-08-08 12:33 | Report Abuse

pang72 Who get vaccine is not important to me..

Dpharma or pharma.. You go fight..

Sinopharma mfg vaccine is what I interested... And partnership with Titijaya..
08/08/2020 11:58 AM

Critical thinking... differentiate between the line...News n rumours are there...so Buy on rumours...Sell on News...。◕‿◕。

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2020-08-08 00:00 | Report Abuse

birkincollector https://www.theedgemarkets.com/article/titijaya-teams-chinas-stateowned-healthcare-group-sinopharm-supply-ppes-test-kits

Read above links. They also will collaborate on medical real estate. So the medicine/vaccine hub already in planning since april

Power...◉‿◉

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2020-08-07 20:01 | Report Abuse

Ais Milo lucky sold . will Q at rm3.hehe
07/08/2020 7:48 PM

Unlucky u sold...Mr.Market always quotes u a price... decision is yours...take advantage of him n don't get caught or influence by him...if u really know what u buy or invest. U panic sell...because u have no knowledge n confident in your own analysis. Of course it's like a thesis... until it's proven..u are a qualify... Professor...¯\_( ͡° ͜ʖ ͡°)_/¯

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2020-08-07 19:52 | Report Abuse

pang72 Hwgt 1.20...

Titijaya will chase to 1.20
07/08/2020 5:42 PM

。◕‿◕。

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2020-08-07 19:49 | Report Abuse

pang72 I can't agree hwgt can limit up to 1.20 with fake collaboration on vaccine..

However, sinopharma top notch China pharma company partner with Titijaya only up 14c to 46c closing.

I am absolutely can not convince...

So, we sapu lorry by lorry and wait for next week limit up when people realise who is China Giant Pharma Co.... Sinopharma!
07/08/2020 6:49 PM

Profit taking lah...me included...sold half that I bought on margin...keep half bought with cash... above...@55%...gains...one day only...◉‿◉

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2020-08-07 18:20 | Report Abuse

GLNT Good. It will be used to house 15 production lines.
07/08/2020 6:13 PM

Just Hold...n be patient...Any Weakness buy...but remember to sell on Strength...to have substantial margin of safety...:-)

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2020-08-07 17:12 | Report Abuse

haihai Not only TG closing red.. Quite normal Friday sale. Still above 28 anyway
Steady!..
07/08/2020 5:10 PM

Today morning...volume bloody high...I knew selling also high...later on...most counters are down...all gloves counters...RED...¯\_༼ᴼل͜ᴼ༽_/¯

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2020-08-07 17:09 | Report Abuse

dingdonghuat Silentreader88 Haha come on guys, its mainly not profit taking. but intentionally created by bursa so IB can go in at lowest price. Haha. Congrats those holding and not cut loss. next week will rebound. If you cut loss, means you are loss now.

they will never learn but those that have seen the same drama will know how to play the game,
remain TP 7 (by right should be 8.88, but 7 is ok)..haha
07/08/2020 5:01 PM

Those who thinks investing is easy n exciting are having wrong habits n attitude... Successful investing is very Boring...¯\_( ͡° ͜ʖ ͡°)_/¯

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2020-08-07 17:06 | Report Abuse

Miracle7 28.26 this morning ..haha I though wow 29.00
But I Still holding it
07/08/2020 4:56 PM

Support at present time...Next week can break resistance at...@29.30...Hold...◉‿◉

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2020-08-07 15:57 | Report Abuse

trylearn123 game over?
07/08/2020 3:47 PM

No... collaboration with sinopharma...bloody good news...only how they convince the public...maybe vaccine also involved...◉‿◉

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2020-08-07 15:54 | Report Abuse

yeochingu topglove still steady yea
07/08/2020 3:29 PM

Today Friday sure have profit takers...will break resistance again...then above...@30.28...◉‿◉

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2020-08-07 15:52 | Report Abuse

Gooner82 Great news that mr lim is acquiring more shares!!
07/08/2020 3:33 PM

Insider buying is positive news... Consolidating now...(•‿•)

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2020-08-07 15:42 | Report Abuse

stockwinner Multiple roadblocks ahead...TAKE PROFIT and jump to Pharma/Dpharma now.. BYE
07/08/2020 3:33 PM

Contra gains...60%...cabut...but still hold some...◉‿◉

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2020-08-06 17:23 | Report Abuse

Pvd3Wseng If not mistaken it’s registered under Careplus Vietnam. Is the same with Careplus? Can’t find any info
06/08/2020 5:17 PM

Company got to be transparent n have good governance towards shareholders...maybe they haven't really into roduction yet...just planning. Wait for their announcement...༼ つ ◕‿◕ ༽つ

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2020-08-06 17:18 | Report Abuse

Miracle7 I regretted I sold all
06/08/2020 5:11 PM

Just buy back... consolidating at these prices for quite long...When this Dragon gets Angry...u know I know lah...fly up to heaven...(ʘᗩʘ’)

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2020-08-06 16:41 | Report Abuse

Gooner82 It was last updated on 3rd aug 2020. Go check yourself. Careplus has surgical mask and ppe as well :)
06/08/2020 4:33 PM

Any link bro...(・o・)

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2020-08-06 14:54 | Report Abuse

STUPIDPUNCAKKPS resistance RM32
06/08/2020 2:32 PM

Something fishy...To be Top in Bursa...then imagine Topglov...Top in SGX...beating DBS bank...Dual listing there...become TOP...SGD20.00...\(°o°)/

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2020-08-06 14:34 | Report Abuse

yttihs @geary not assumption leh...from The Edge article on the link.
06/08/2020 2:30 PM

The edge IB... Fair...me Fairer... Slightly lower...kiasi mah...@Rm 48.88...Oct...◉‿◉

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2020-08-06 14:29 | Report Abuse

yttihs,
PAT expectation for rally to continue:

TG - 866 million quarter
Supermax - 312 million quarter
Harta - 476 million quarter
Comfort - 151 million annual
Careplus - 87.92 million annual
Rubberex - 18.8 million quarter
Kossan - 243.5 quarter
06/08/2020 2:24 PM

Fair Assumptions...。◕‿◕。

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2020-08-06 14:01 | Report Abuse

KYY,
Most important question:

"I hope one of the attendees will ask what was the ASP, average selling price of gloves in June, July and August.

At the recent Comfort Glove AGM, the CEO said that he could increase his ASP by 5-10% every month depending on the type of customers. He would sell cheaper to his long-term customers and at higher prices for irregular customers. Due to Covid 19 pandemic, the demand far exceeds supply and he could easily increase his selling prices.

However, in the case of Top Glove, I have assumed that Top Glove could increase 10% of its ASP on month to month to calculate its 4th quarter profit which will be about 5 times its 3rd quarter profit. I have posted my article namely “Top Glove’s 4th Q profit is 5 times its 3rd Q profit” on i3investor.com and also on my blog: koonyewyin.com.

If Top Glove could increase its ASP by 10% month to month, its 4th quarter profit will be 5 times its 3rd quarter profit".

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2020-08-06 12:20 | Report Abuse

Reasonable forward PE for gloves counters...50x...。◕‿◕。
06/08/2020 12:17 PM

First time I see good FA... company like gloves selling at above...200x PE...(゜o゜;

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2020-08-06 12:17 | Report Abuse

Goldberg @investorbat . FYIE 2021 Eps at RM2.15

PE of 30x works out to Rm64.50. wow!

PE of 40x - RM86 - wow!
06/08/2020 12:11 PM

Reasonable forward PE for gloves counters...50x...。◕‿◕。