@icon8888 yes so many investors buy China intco n push the share price to ATH must be a reason, here investor worry after 2 years glove demand normalized profit unsustainable... but I smell something differently :

“我们目前只能定论（疫苗）有效期为半年以上，至于多久，要等数据说话。按目前的状态，可能会有一年左右，希望更久。”

previously hartalega qtr PAT just 90m - 110m share price already stood at RM6 now Supermax billions profit till 2022... after that I see the PAT will remain on high side...with USA 2.2b investment, after 2022 I see EPS will beat many klci index stock... PMETAL QL MRDIY all cannot fight.

China intco medical glove ATH ?? maybe because China smart investors see the repeat consumption of gloves :

新冠疫苗全美开打，免疫保护期多久？至少半年到一年
https://m.sohu.com/a/438114313_359980/?pvid=000115_3w_a

都是新冠疫苗，为什么免疫保护期从几个月到3年，时间长短不一？美国宾夕法尼亚大学医学院副教授张洪涛在接受健康时报的记者采访时介绍：疫苗免疫保护期有两个方面的影响因素，一是抗体，二是抗原。

美国传染病专家安东尼·福奇博士曾表示，如果新冠病毒与其他冠状病毒类似，其疫苗可能无法提供长期免疫。预计有效时间在3-6个月左右，最长不超过1年。

安德森癌症中心终身教授张玉娇12日在微信公众号发文提到，“由于大部分疫苗三期研究开始于今年7月，最长的观察时间也才半年不到，因此，我们目前只能定论有效期为半年以上，至于多久，要等数据说话。按目前的状态，可能会有一年左右，希望更久。”

China intco medical glove ATH ?? maybe because China smart investors see the repeat consumption of gloves :

新冠疫苗全美开打，免疫保护期多久？至少半年到一年
https://m.sohu.com/a/438114313_359980/?pvid=000115_3w_a

都是新冠疫苗，为什么免疫保护期从几个月到3年，时间长短不一？美国宾夕法尼亚大学医学院副教授张洪涛在接受健康时报的记者采访时介绍：疫苗免疫保护期有两个方面的影响因素，一是抗体，二是抗原。

美国传染病专家安东尼·福奇博士曾表示，如果新冠病毒与其他冠状病毒类似，其疫苗可能无法提供长期免疫。预计有效时间在3-6个月左右，最长不超过1年。

安德森癌症中心终身教授张玉娇12日在微信公众号发文提到，“由于大部分疫苗三期研究开始于今年7月，最长的观察时间也才半年不到，因此，我们目前只能定论有效期为半年以上，至于多久，要等数据说话。按目前的状态，可能会有一年左右，希望更久。”

Large Numbers Of Health Care And Frontline Workers Are Refusing Covid-19 Vaccine

https://www.google.com/amp/s/www.forbes.com/sites/tommybeer/2021/01/02/large-numbers-of-health-care-and-frontline-workers-are-refusing-covid-19-vaccine/amp/

sharing is caring we hope for a better vaccine to come out.

Large Numbers Of Health Care And Frontline Workers Are Refusing Covid-19 Vaccine

https://www.google.com/amp/s/www.forbes.com/sites/tommybeer/2021/01/02/large-numbers-of-health-care-and-frontline-workers-are-refusing-covid-19-vaccine/amp/

sharing is caring we hope for a better vaccine to come out.

Post removed.Why?

Post removed.Why?

how do you explain QL VS Supermax ? the super profit generated by Supermax is REAL MONEY, can use for big dividend or business expansion but naysayers said everything "priced in already"...

it's like a good girl standing in front of you some more body 36-24-36 want to date you and you tell her get lost : "sorry few years later your body no more 36-24-36 so today I won't accept you"...

I better keep quiet and sign off from this forum for a while, let naysayers dog take control and let them syok sendiri in this forum.

klci index stock challenger QL (7084) trading at RM5.8
share issue 2433m PE 58 food manufacturing

klci index stock Supermax (7107) trading at RM6.01
share issue 2720m PE 12 ppe manufacturing

coming qtr result supermax PAT 1.2b = QL past 22 qtr combined PAT of 1.17b ! my one qtr profit is your 5.5 years earning...but our share price almost same market cap almost same...u don't have to be mathematic genius can see something wrong...

last day of 2020, wishing all Supermax brother sister Happy New Year n Heng Ong Huat forever.

special thanks to sifu freetospeak for consistent n insightful article sharing, god is watching, your kindness will be rewarded.

i will stay quiet until qtr result out, let naysayers dog take control n talk to themselves in this forum, goodbye.

klci index stock PMETAL (8869), trading at RM 8.39
share issued 4038m PE 75

klci index stock SUPERMAX (7106), trading at RM6.01
share issued 2720m PE 12

few weeks later coming qtr result PAT 1.2b = PMETAL past 10 qtr PAT 1.26b ! can market really ignore supermax outstanding performance ???

@Agjl@Toneefa@Matkoh sarcasm lah bro...I want to see how glove haters answer me mah...

I won't sell 7106 if not helicopter will fall from sky n hit my head...

Post removed.Why?

look at top glove, Tan Sri whole family SBB still fighting, therefore Supermax from peak 12 to 6 I don't believe dato sri will simply give up...

world No.1 n world No.2 so easy give up ? I don't believe.

finally all cw expired...strong buy queue 12,416 lot at 5.98 I don't believe if tomorrow no green.

TG Tan Sri gave a strong signal, whole family SBB again n again to show that they will Not give up.

just tolerance another two months, EPF only 5.11% shares on hand cannot win the battle, TG next qtr out will bury EPF.

pre covid, history show that hartalega share price trade at RM6 since 2018 with quarterly PAT around 90m - 110m...

now Supermax making BILLIONS PAT at least for the next six quarter, after that USA plant will contribute significantly, so current share price RM6.13 is cheap or not ?

former health minister Chua soi lek said malaysia vaccination till 2022 :

https://www.chinapress.com.my/?p=2341074

former health minister Chua soi lek said malaysia vaccination till 2022 :

https://www.chinapress.com.my/?p=2341074

EPF only left 5.11% shares (value around 2.4b) in Top Glove, by end of February once Top Glove qtr result out, PAT >3b it will terus bury EPF.

EPF only left 5.11% shares (value around 2.4b) in Top Glove, by end of February once Top Glove qtr result out, PAT >3b it will terus bury EPF.

recovery counter is a trap lah, share price all shoot back to precovid level...if market so good why the heck government allowed to withdraw EPF ? the withdrawal money can only sustain 2 - 3 months after that all diving.

oh can see official announcement already, yesterday 29-12-2020 tan Sri lim whole family SBB

how media so sure the news before bursa announcement ？？

林伟才一家撑市 顶级手套复牌反弹

https://www.chinapress.com.my/20201230/%E6%9E%97%E4%BC%9F%E6%89%8D%E4%B8%80%E5%AE%B6%E6%92%91%E5%B8%82-%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E5%A4%8D%E7%89%8C%E5%8F%8D%E5%BC%B9/

how media so sure the news before bursa announcement ？？

林伟才一家撑市 顶级手套复牌反弹

https://www.chinapress.com.my/20201230/%E6%9E%97%E4%BC%9F%E6%89%8D%E4%B8%80%E5%AE%B6%E6%92%91%E5%B8%82-%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E5%A4%8D%E7%89%8C%E5%8F%8D%E5%BC%B9/

Supermax no longer in short sell list... bili panic sell for the past few days ticket all given to ib...

Top Glove average selling price (ASP) is expected to jump 30% quarter-on-quarter in the second quarter of 2021, on the back of higher volumes from new capacities and product mix skewed towards higher margin nitrile gloves.

Kenanga Research in a report said Top Glove management is confident of robust demand over the next two years due to continuous acute shortage and surging Covid-19 cases in Europe and the US.

“Case in point, the US’ stockpile dropped from 16.9 billion pieces in December 2019 to two billion pieces in October 2020. Post Covid-19, inventory restocking cycle is expected to spur demand, coupled with increased usage arising from new user groups and increased hygiene awareness.

“Looking ahead into the second quarter of 2021, we highlight that Top Glove’s ASP in the second quarter of 2021 is expected to jump by 30% quarter-on-quarter, with higher volumes from new capacities and product mix skewed towards higher margin nitrile gloves.”

Top Glove confident of robust demand over next two years, same to Supermax

my sister's friend from bukit tinggi klang tested positive just now, they went out for gathering the weekend before Christmas for early celebration.

most people have WRONG perception that vaccines out = covid disappear soon, they only read newspaper headline then relax already, my younger sister's friend kena covid is a real lesson.

Top Glove confident of robust demand over next two years

TheStar Tue, Dec 29, 2020 09:50am - 2 hours ago

https://www.thestar.com.my/business/business-news/2020/12/29/top-glove-confident-of-robust-demand-over-next-two-years

something very fishy...today is already 28th but Bursa "net short position list" only update till 24th Dec...

another magic show by boleh land.

@ToneeFa dai goh my helicopter send for maintenance...i think will be back after 31-12-2020 warrant expired...

Antisipasi Strain Baru Covid-19, Indonesia Lockdown 14 Hari

Senin, 28 Desember 2020 | 17:19 WIB

https://www.google.com/amp/s/www.beritasatu.com/amp/kesehatan/714091/antisipasi-strain-baru-covid19-indonesia-lockdown-14-hari

yes Tyco, I think if drop further foreign fund will buy aggressively, Malaysian don't want foreigner sure want...because the glove factory in USA will earn big USD...

all hospital and government agencies first priority to buy made in USA, because No more bangla worker issue.

vaccine out, china intco still up, means foreigner all see vaccine as catalyst to glove.

supermax qtr will out very soon, if PAT 1.2b means current share price trading at PE 7....if one more qtr same result 1.2b means PE 4...

that's ridiculous, now cash on hand 2b, if two more qtr out, cash on hand will accumulate over 4b ...more than enough to setup factories / HQ in USA.

yeah if base on his logic, those that take medical course and have ambitious become doctor are all black hearted.

because doctor need pay rental n ptptn sure hope for more people sick so that they make more money.

from H1N1 2010 till now, compare PAT for both giant :

Supermax PAT 2470,100,000
harta PAT 3821,883,000

up to date supermax generated PAT is 65% of harta, by January 2021 once qtr out, the ratio will jump above 70%, another 2 - 3 qtr result out, supermax will generate the same PAT same as Harta since 2010 !

same quality cash machine, it's ridiculous to trading at 41% of harta's market cap.

wait lah, the valuation doesn't make sense at all. Supermax started to make more money than harta, end of 2021 by investing RM2,200,000,000 into USA to build factory n HQ, Supermax is even better than (or at least equal to) harta.

cash rich on hand some more, but look at the market cap, super is trading at 41% of harta :

super RM6.5 x 2720m = 17,680m
harta RM12.5 x 3427m = 42,837m

yeah correct AT, INIX...all those mini glove player will all vanish.

teripan, be honest to yourself, if today you wanna buy a new launching house would you check developer TRACK RECORD ?

if developer A has 20 years excellent track record, developer B record fluctuate sometimes can sometimes cannot, which one you believe in ?

teripan, your SCIB KPOWER tak boleh pakai lah...track record show prrofit sometimes loss sometimes gain, not a good management team. we only interested proven quality management team and a team with GLOBAL VISION.

I believe expert projection post covid once Supermax USA HQ established, qtr PAT average can record 400m, bear in mind BASE ON FACTS last time Hartalega average qtr 110m share price already stabled at RM6.

i agree with your SUSTAINABILITY EARNINGS y-o-y

hehehe...SCIB n KPOWER contract driven counter profit so fluctuate also call sustainability ah ? if your SCIB can trading at PE33, KPOWER tading at PE40...base on your logic Supermax post covid EPS 60 sen PE33 = RM19.8 , PE40 = RM24 ... what's wrong to own Supermax share ??

teripan, my 3rd question to you is ARE YOU USING LAZADA OR SHOPPE to buy goods direct from producer ?

the world is going into B2B B2C era, last time glove producer sell to middleman, middleman sell to hospital n government agencies. But if you are LAZADA or SHOPPE user, you can see profits that squeeze by agent / middlemen will all goes to the producer, don't you see Apple XiaoMi Huawei all sell direct via own portals ?

postcovid, more and more hospital n government agencies buy direct from producer. that's y everybody know ASP will soft landing in 2022 but we believe the normalized price will be higher than precovid level.

teripan, secondly please take note AFTER fda emergency approval of pfitzer vaccine, Supermax still announced that they r going to invest RM2,000,000,000 into US to setup factory and HQ, NEVER U TURN..

I want to ask, IF YOU ARE THE BOSS, if you don't see the opportunity would you sorhai to dump in RM2,000,000,000 into US ???

this is a good company, check their track record the past 20 years NEVER profit loss in every single quarter, it proven the top quality of the company management team !

teripen, first of all MARGMA never lie :

https://www.google.com/amp/s/www.nst.com.my/amp/business/2020/12/651655/global-rubber-glove-shortage-last-beyond-march-2022

Global rubber glove shortage to last beyond March 2022 and that is base on virus doesn't mutate or vaccine effectiveness last forever, but as we all know new strain keep coming and vaccination could become yearly affair (China predict their vaccine last min 6 mths maximum between 1 to 2 yrs), even mRNA vaccine has no data to show vaccine effectiveness can last how long ? so the huge demand is sustainable.

Post removed.Why?

herd immunity last time said need 60%, then 60% upgrade to 70%, now straight up to 90%... like that vaccine jab until 2022 ? by that time virus already mutate...

How Many Americans Need To Get Vaccinated To Reach Herd Immunity? It Could Be 90%, Fauci Says.

https://www.google.com/amp/s/www.forbes.com/sites/rachelsandler/2020/12/24/how-many-americans-need-to-get-vaccinated-to-reach-herd-immunity-it-could-be-90-fauci-says/amp/

glovefinish, don't talk the shit lah, you go and find the China Press link and share it here. just like us everytime we talk something we attach together with the link.

if you can't do it means you create story here.

glovefinish, ok now you knew SCIB (went up 600%), UWC (up 1000%), KPOWER (up 800%).

if you are not DOUBLE STANDARD, go all the above forum to tell expensive lah, disaster lah, trapped retailer lah, cool measure lah . don't hang around only in Supermax forum ok ?

69 glovefinish, where is the China Press news ? share the link here talk something with facts, otherwise you are just another misleading.