see2sea

see2sea | Joined since 2020-05-11

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Stock

2020-09-01 11:04 | Report Abuse

wow..look at comfort..leading the glove team..huat arr!!!

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2020-09-01 10:21 | Report Abuse

possibly BI and dividend for comfort..looking forward to it

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2020-09-01 10:15 | Report Abuse

can go buy speculative mordena now..very cheap..dont come here naysayers

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2020-09-01 09:53 | Report Abuse

dumb investor sell lower and lower

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2020-09-01 09:53 | Report Abuse

dumb seller only sell below 22..LOL

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2020-09-01 09:23 | Report Abuse

pls sell 20 to angmo..let them laugh kao kao before BI..LOL

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2020-09-01 09:22 | Report Abuse

come come angmo..strong holders welcome u..Malaysia small bilis tak boleh la..hahaha

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2020-09-01 09:20 | Report Abuse

Angmo..laugh die lo..malu..hahaha

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2020-09-01 09:18 | Report Abuse

LOL...still sell below 22 hah? Malaysia boleh!

Stock

2020-08-31 22:25 | Report Abuse

GiantPanda Profit After Tax EPS Last Price
1 DUFU 9.897 Million 3.90 RM 3.36
2 UWC 14.593 Million 2.65 RM 6
3 MI 18.182 Million 2.43 RM 4.31
4 INARI 35.473 Million 1.09 RM 2.25
5 FRONTKN 20.329 Million 1.94 RM 3.8
6 PENTA 17.011 Million 3.58 RM 4.77
7 GREATEC 17.629 Million 2.82 RM 6.75
8 FPGROUP 4.215 Million 0.78 RM 1.07
9 VITROX 22.922 Million 4.87 RM 12.1
10 ELSOFT 1.15 Million 0.17 RM 0.665
11 SCGM 6.863 Million 3.56 RM 3.29
12 REVENUE 0.455 Million 0.12 RM 1.35
13 MYEG 63.058 Million 1.80 RM 1.49
14 DSONIC 4.775 Million 0.36 RM 1.32
15 KAWAN 8.847 Million 2.46 RM 2.54
16 HAPSENG 44.078 Million 1.77 RM 7.2
17 LIIHEN 9.536 Million 5.30 RM 3.11
18 MAGNI 28.766 Million 6.64 RM 2.16
19 GDB 3.939 Million 0.63 RM 0.565
20 EWINT 20.063 Million 0.84 RM 0.435
Total: 351.781 Million 47.71 RM 68.535


SUPERMX
Profit After Tax 399.6 Million
EPS 30.58
Fair Price = 30.58 / 47.71 x RM 68.535 = RM 44

31/08/2020 10:10 PM
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I like this one by GiantPanda. Hope can see THKS represent a list of top companies in bursa.

Hehehe

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2020-08-31 22:22 | Report Abuse

Supermax is Malaysia FANG..huat arr!!!

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2020-08-31 22:18 | Report Abuse

The glove industry has more upside than downside. The risk is low i can say even the price now is RM22. Super undervalue stock. When foreign funds join the bandwagon, do u think the price will down so easily this time? It is a fool to push down the stock price when the earnings are super bombastic.

If u say Facebook & Tesla bull run also a bull trap? LOL..just put your cash at home is the best for you. Kekeke..dumb dumb

Stock

2020-08-31 09:34 | Report Abuse

Covid19 is just a sudden diamond opportunity for Supermax!

Supermax will continue to shine for many years to come!

Stock

2020-08-31 09:30 | Report Abuse

omione https://www.globaltimes.cn/content/1199243.shtml

Four Chinese vaccines are in stage 3 trials. This will undoubtedly rattle the uninitiated. Logical and careful analysis will yield the common-sense conclusion that vaccines will not collapse the demand for gloves. In fact, not even the cessation of the pandemic will crash the demand. The demand for gloves will continue to rise well after Covid-19 is behind us. What will normalize the ASP are capacity expansions by both current players and new comers. But even as the ASP retreats over the next several quarters, Supermax earnings will be mitigated by the corresponding rise in capacity. This has the effects of smoothening the earnings and bringing them to a soft landing. Among the glove players, I believe, Supermax, with its OBM, is best positioned to maximize its margin going forward.

The price of gloves will not stay elevated forever. Neither will it fall back to pre-covid era. This is because the demands for gloves have shifted (Econ 101). America, Europe and Japan with only 20% of world population used to consume 70% of gloves. With covid, the rests of the world are waking up to the use of gloves. Not only that, the use of gloves has also spread to other industries.

Based just on known factors, my estimates for Supermax earnings are as follows (I believe the earnings projections are conservative with potential for upside):

FY21: earnings - Rm3.4 billion, average capacity - 24 b per quarter, ASP range - USD80-95;

FY22: Rm3.4 billion, 31.3 b, USD65-85;

FY23: Rm2.5 billion, 42.4 b, USD45-55.

With this as guide, I hope you can stay calm with the vaccine brouhaha raining down on you intermittently. Just train your sight on earnings and nothing else. See you all at Rm20-25 post bonus.

NOTE: JUST BASED ON FY23 EARNINGS AND A NORMALIZED PE 30X, SUPERMAX SHARES ARE ALREADY WORTH RM28 PER PIECE!

31/08/2020 2:01 AM

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Agreed. We are buying into Supermax future. Now the price is still undervalue.

Supermax has a strong management team. They know what to do and have proven their planning is far ahead of the investors expectation.

Those naysayers still talking price back to RM1? Hello..are you talking the history again?

Stock

2020-08-30 09:52 | Report Abuse

Ppl always compared with past history what had already achieved and happened. 20years back dint u know Nestle will break rm100?

We are buying the future growth of Supermax. If u dont think it is sustainable then dont buy. So simple right?

5 years later, u will come and bark at another growing counter comparing Supermax u will buy at rm100.

U are always missing the boat and talking about history. Everyone know history.

Do u know who is the next Prime Minister of Malaysia 5 years later? Who is the capable candidates? U dont know right? U only talk about Tunku Abdul Rahman.

Happy Merdeka!

Stock

2020-08-30 00:20 | Report Abuse

Talk 3 talk 4..who dont want buy Nestle at rm100..now rm140..sorchai

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2020-08-29 12:58 | Report Abuse

As an investors, we buy facts and figures of future growth. Not buying hope or speculative stocks. We could invest in US or China pharma stocks but not in malaysia bottling/filling stocks. My 2 cents

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2020-08-29 12:55 | Report Abuse

EatCoconutCanWin Gloves price drop from RM 40 to RM 27.9 https://s.lazada.com.my/s.Yl6jR

29/08/2020 12:27 PM

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Pls read the poor review inside. Donno cap ayam or what brand. Donate to US also throw away. This kind of standard. LOL

Stock

2020-08-29 11:48 | Report Abuse

Glove counters are the safe heaven at least 2-3years or more.

The growth is sustainable.

Please read this and give a like! From freetospeak sifu..it is worth reading even 100 times!

https://klse.i3investor.com/m/blog/freetospeak/2020-08-21-story-h1512426349-SUPERMAX_OBM_X_REVALUATION_IMMINENT.jsp

The final decision is always yours.

Stock

2020-08-29 11:44 | Report Abuse

Stock: [SUPERMX]: SUPERMAX CORP BHD

 Aug 28, 2020 12:31 PM | Report Abuse 

U know why retailers are smarter than bank?

Bank already empty cash, all retailers pit their cash in glove.

They want retailer put back cash in bank? Spread fear hah?

Wait long long...LOL

Stock: [SUPERMX]: SUPERMAX CORP BHD

 Aug 28, 2020 12:40 PM | Report Abuse 

All the companies making losses, will continue to make loss for few more quarters.

Only too smart investors will invest in them. What a joke! HAHA

Stock

2020-08-29 11:42 | Report Abuse

Stock: [SUPERMX]: SUPERMAX CORP BHD

 Aug 28, 2020 2:28 PM | Report Abuse 

I dont see other companies can make 1 billion PAT a year in 2-3years time.

Park your cash here is the right choice. The final decision is always yours.

Stock: [SUPERMX]: SUPERMAX CORP BHD

 Aug 28, 2020 2:27 PM | Report Abuse 

Supermax is super undervalue stock..Post covid (2022-2023) the PAT quarterly at least 1 billion with their capacity increase double in 2 years time.

More capacity to come to sustain in future. Dont miss this chance before 1 Sept 2020

Stock

2020-08-28 23:17 | Report Abuse

They only think..they like to ASSUME, MAKING AND AXX OUT OF U AND ME..unprofessional

Stock

2020-08-28 23:07 | Report Abuse

Areca Capital Sdn Bhd chief executive officer and fund manager Danny Wong Teck Meng said the last 10 minutes of heavy selling was probably due to the rebalancing of portfolios at the end of the month.

“We think the securities of Kossan Rubber Industries Bhd and Supermax Corp Bhd which will be added as constituents of MSCI Global Standard Indexes at the end of this month and dropping IJM Corp Bhd from the list, may cause the index to fall further.

“Because of the rebalancing of portfolios, we think some blue chips need to be sold off and buy more (shares) of Kossan and Supermax,” he told Bernama.

https://www.malaymail.com/news/money/2020/08/28/bursa-malaysia-ends-lower-on-selling-pressure2/1898114?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook#Echobox=1598611321

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2020-08-28 18:41 | Report Abuse

rr88 please learn from Mr OTB sifu. This is my advise to u as a Malaysian citizen. Selamat menyambut Hari Merdeka! Huat arr! Keke

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2020-08-28 17:04 | Report Abuse

Who must learn now? Haha..the power of OBM-X.

Naysayers all jaw dropped..LOL

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2020-08-28 16:54 | Report Abuse

After 4.50pm is dark market..hahaha..between the big funds

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2020-08-28 16:53 | Report Abuse

Stupid local IB..foreign want buy higher la

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2020-08-28 16:52 | Report Abuse

Those stupid seller still selling at rm21..what a joke!

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2020-08-28 16:51 | Report Abuse

OMG!!! 22.14..ORT line breakout!

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2020-08-28 16:44 | Report Abuse

Manipulated counter..buyer want buy higher..seller want sell cheap..what to do..haha

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2020-08-28 16:36 | Report Abuse

Bursa will hang again the whole week due to foreign fund..LOL

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2020-08-28 16:21 | Report Abuse

Comfort is a good fundamental counter. Lets huat together!

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2020-08-28 16:09 | Report Abuse

I must hit rm22 today! Happy Merdeka!

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2020-08-28 16:01 | Report Abuse

Limit up to all glove industry!!!

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2020-08-28 16:00 | Report Abuse

Limit up to all glove industry!!!

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2020-08-28 15:59 | Report Abuse

Pls break ORT line..huat arr!!!

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2020-08-28 15:56 | Report Abuse

Today is glove day..Supermax will take the lead

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2020-08-28 15:52 | Report Abuse

Ambank miss the boat? Lol..pls come out another report to sell call? Keke

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2020-08-28 15:41 | Report Abuse

Ambank send promoter to spam..LOL

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2020-08-28 15:38 | Report Abuse

At this time, Supermax is at least rm30. U still sell it rm20..hahaha..buy low sell abit higher but still low.. u still sell it rm30

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2020-08-28 15:35 | Report Abuse

Supermax is super undervalue..again i repeat..undervalue..foreign fund see it like a diamond

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2020-08-28 15:33 | Report Abuse

30 years of experience? OMG..another joke for today? Haha

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2020-08-28 15:31 | Report Abuse

Foreign fund buy lo..if local fund still joking around with fake news..LOL

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2020-08-28 14:28 | Report Abuse

I dont see other companies can make 1 billion PAT a year in 2-3years time.

Park your cash here is the right choice. The final decision is always yours.

Stock

2020-08-28 14:27 | Report Abuse

Supermax is super undervalue stock..Post covid (2023-2023) the PAT quarterly at least 1 billion with their capacity increase double in 2 years time.

More capacity to come to sustain in future. Dont miss this chance before 1 Sept 2020

Stock

2020-08-28 12:41 | Report Abuse

I think he work in JF Apex or Ambank..hehe..still green today? They cant believe the power of retailers..LOL

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2020-08-28 12:40 | Report Abuse

All the companies making losses, will continue to make loss for few more quarters.

Only too smart investors will invest in them. What a joke! HAHA

Stock

2020-08-28 12:37 | Report Abuse

If u can tell me when covid will end. I will sell. LOL. No one can answer this.

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2020-08-28 12:35 | Report Abuse

Sell on news? Then who buy? LOL