see2sea

see2sea | Joined since 2020-05-11

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Stock

2020-08-28 12:34 | Report Abuse

Is ok..smart retailers can collect. They can always buyback higher. Hehe

Stock

2020-08-28 12:31 | 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

2020-08-28 12:26 | Report Abuse

Is ok..sell to retailers, they will buyback higher. LOL

Stock

2020-08-28 12:00 | Report Abuse

Glove industry is Malaysia rice bowl..must support to the max! It will make everyone in Malaysia super rich.

Dont go goreng stock that dont make money.

I understand Malaysian love maggi goreng, we have so many glove counter for u to gereng.

Warrant also so many.

Glove rally is still long way to go with the increasing cases of covid everyday.

Huat arr!!!

Stock

2020-08-28 11:55 | Report Abuse

If Thailand can overtake Malaysia glove industry..Malu lah Malaysia.

Buatan Malaysia. No support within local funds? Funny

Stock

2020-08-27 13:54 | Report Abuse

IB dont ASSUME ok? You only make an Axx Out of U and Me.

What a joke for today!

Stock

2020-08-27 13:53 | Report Abuse

IB, pls be professional. Dont use your emotional to write report. Please present it with facts and figures based on what is happening now and the future of glove sector.

Dont learn from i3 naysayers. They are already banned by i3 and classified as not intelligent at all.

Learn from Citibank (US)

Stock

2020-08-27 13:48 | Report Abuse

LOL..excellent EPS & PAT..end of glove rally? What a stupidity to the max!

Malaysia KLCI is supported by glove sector. You try to bring it down? Malaysia PM and his geng can u do something on someone who is trying to bring down Malaysia?

I think must come out a list of IB writing this kind of rubbish article.

Stock

2020-08-27 08:59 | Report Abuse

Malaysia like maggi goreng, kena burnt only wake up
US know how to value a good company

That is the difference. Malaysia boleh or tak boleh? LOL

Stock

2020-08-27 08:21 | Report Abuse

LOL..those ppl still believe in old news..drowned by vaccine

Stock

2020-08-27 08:18 | Report Abuse

Glove is immune to vaccine news

All the price already factored in. Let the whole world sing the vaccine song (false hope), glove will be more and more powderful..LOL

Vaccine (Moderna) = CEO sold shares hah? (No confidence)

Glove (Malaysia) = Directors buy shares + build more plant? (Very confident)

Think ok? Dont kena scam and con again and again everyday. LOL

Stock

2020-08-26 23:33 | Report Abuse

GiantPanda This is a Special Calculation for your reference

PAT EPS Share Price
HARTA 220M 6.49 RM 16.76
KOSSAN 131M 10.25 RM 15.30
CAREPLS 36M 6.70 RM 3.75
COMFORT 16M 2.80 RM 4.55
RUBEREX 9M 3.67 RM 5.75
Total 413M 29.91 RM 46.11

SUPERMX 400M 30.58

Delta -13M 0.67

SUPERMX is the sum of the 5 Glove Makers therefore SUPERMX fair value is RM 46.10

26/08/2020 7:47 PM

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Thanks GiantPanda. Good info to share with everyone.

Stock

2020-08-26 23:25 | Report Abuse

@alfredychingwong see2sea, May i know how you calculate the PER=30 for comfort? how about the PER for Careplus? want to compare their target price...Thanks

26/08/2020 6:23 PM
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PER=30 is just assumption to project target price.

Currently, most glove stocks are trading between 55 to 100.

You may use PER=20 as well.

For comfort at PER=20, target price is RM5.60. Very very conservative. As ASP is increasing from month to month.

Thank you.

Stock

2020-08-26 21:55 | Report Abuse

Retailers will win if they r intelligent.

How to win? Decide and gather correct and accurate information from this forum especially from good sifus like freetospeak and OTB.

Dont got con and scam by those naysayers. They r purely goreng gamblers.

Thank you.

Stock

2020-08-26 17:06 | Report Abuse

hehehe..tomorrow is slapped up down + left right

Stock

2020-08-26 16:54 | Report Abuse

naysayers kena slapped left right so many times..no choice, is their job to spread fear..LOL

Stock

2020-08-26 16:44 | Report Abuse

the buying pressure is back! huat arr!!!

Stock

2020-08-26 16:35 | Report Abuse

see2sea Comparison Comfort with Careplus calculation:

PAT for Carepls is 36.2m (15.4m ex-gain)
Q2 2020 PAT = 20.8m
Q1 2020 PAT is 5.1m
PAT increase Q o Q = 20.8/5.1 = 4x

Target price of Comfort to be conservative 3x for Q2 2021
Q1 2021 PAT = 16.3m
Q2 2021 PAT = 16.3x3 = 48.9m

Assume Q3 and Q4 2021, PAT is the same as 48.9m
Total PAT for 2021 = 16.3+(48.9x3) = 163m
NOSH = 583m
EPS = 163/583 = 0.28

PER = 30, the target price is RM8.40

Undervalue at current price RM4.83, potential gain is 73.9%

Not buy/sell call.

Covid case is increasing day by day. Today 22.85m, few more days might cross 23m.
21/08/2020 9:49 AM

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Today covid case crossed more than 24m.

Stock

2020-08-26 15:22 | Report Abuse

showtime for all gloves? LOL

Stock

2020-08-26 15:20 | Report Abuse

LOL..pls queue at 15 ya..after BI maybe will reach there for u naysayers

Stock

2020-08-26 12:35 | Report Abuse

he need to spam here 500 hrs just to buy 100 shares at rm20 of supermax..OMG

Stock

2020-08-26 12:34 | Report Abuse

ahpooki2 Posted by AmInvestAIGrp2 > Aug 26, 2020 12:28 PM | Report Abuse

I am sure 20.30 is the max. You all can sell and buy back at RM16

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why dont you do that? tcss
26/08/2020 12:31 PM

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LOL..u see the name already know work for Ambank. partimer, rm4/hr. how to buy 100shares of supermax..hehe

Stock

2020-08-26 12:10 | Report Abuse

strong heart to Supermax holders...August is over..September is the best and just the beginning..huat arr!!!

Stock

2020-08-26 12:06 | Report Abuse

kekeke...strong heart investor will earn at least 6-7 digit in glove

Stock

2020-08-26 12:05 | Report Abuse

kena con again by IB fake news...weak heart cannot invest la

Stock

2020-08-26 11:17 | Report Abuse

seller and buyer come together right? LOL...sell to u cheapskate hah? buy from cheapskater? hehe

Stock

2020-08-26 11:14 | Report Abuse

JBond007 Today touch 18.88 (一发发发) again. Why Supermax share price always come back to this figure. In Cantonese, 1888 (yat fatt fatt fatt) sounds like 'triple prosperity.
26/08/2020 11:13 AM

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Maybe they want to BI from this price..looks nice this price at BI

Stock

2020-08-26 11:12 | Report Abuse

when drop all the naysayers come singing in the forum..claiming they r God can foresee the future.

what r u? a billionaire now? cant even compared to the glove directors. follow them u will never go wrong.

u expect the share price to shoot up like a straight line all the way up in 1 month? 10000% hah? LOL

Stock

2020-08-25 16:53 | Report Abuse

https://www.bbc.com/news/world-us-canada-53899908

Mr Trump has touted the benefits of the medicine, directly contradicting the advice of his medical experts.

LOL..kena scam by the political doctor

Stock

2020-08-25 16:51 | Report Abuse

Mr Trump has touted the benefits of the medicine, directly contradicting the advice of his medical experts.

LOL..kena scam by the political doctor

Stock

2020-08-25 16:49 | Report Abuse

can also queue at 2nd tier glove counter, very very cheap.

Stock

2020-08-25 16:45 | Report Abuse

yes..be patience. trust in what u invest.

This not goreng counter like vaccine so called counter

Stock

2020-08-25 16:42 | Report Abuse

All the gamblers pump and dump betwwen glove and vaccine..spread fear among the small retail investors to chase high sell low

After all, all the naysayers still waiting below 15..LOL

Looks how valuable the glove stocks are.

Stock

2020-08-25 15:12 | Report Abuse

Malaysian is buying something in the thin air..dont even know what they are investing.

Burnt their money in vaccine news?

Sign with US, Russia already? buy for?

Con ppl?

Stock

2020-08-25 12:36 | Report Abuse

BASforce this world is greedy for a new POWER
free giving a so called vaccine to poor countries

if there is a real vaccine in hand
nothing is FREE

25/08/2020 12:09 PM

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Free for trials..Guinea pig..LOL

Stock

2020-08-25 11:25 | Report Abuse

I hope small retailers able to digest smartly and decide carefully in the correct stock to invest.

Stock

2020-08-25 11:21 | Report Abuse

Even can limit up..i also wont support conman counter.

Beware of conman at Supermax counter spreading vaccine sentiment

Stock

2020-08-25 11:07 | Report Abuse

hlb000 DPharma is only RM3.92 can reach RM30 next week

25/08/2020 11:00 AM

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Beware of this conman.

Rm30, pls provide your calculations. Plug from the story of vaccine? LOL

Stock

2020-08-25 11:03 | Report Abuse

Epf smart enough to sell to those small retailers and trap them inside

Stock

2020-08-25 11:02 | Report Abuse

Again and again, small retailers jump in the bandwagon of vaccine. Will kena burnt kao kao without fundamental.

Small retailers invest based on story. This only happened in Malaysia. Very sad.

Foreigner funds are laughing how stupid Malaysians are. They will collect cheap ticket very very soon.

Stock

2020-08-25 10:51 | Report Abuse

Small retailer still kena scam by Trump political doctor hah? LOL

That is why 98% of retailer lost money in stock market?

Stock

2020-08-24 16:48 | Report Abuse

Comfort Gloves jumped and touched the RM4.75 resistance level. With higher trading volume sighted, coupled with a higher low candlestick pattern, we see that there is a possibility it will experience a technical breakout. If this happens, expect it to travel towards the short-term target prices of RM5.25 and RM5.75. The downside support is anticipated at RM4.26, whereby traders may exit on a breach to avoid the risk of a further correction

Trading Call: Buy on breakout RM4.75
Target: RM5.25, RM5.75 (time frame: 2-4 weeks)
Exit: RM4.26

Source: AmInvest Research - 24 Aug 2020

Stock

2020-08-24 16:47 | Report Abuse

tomorrow limit up..strong closing

Stock

2020-08-24 12:14 | Report Abuse

comfort is is good stock..dont miss it!

Stock

2020-08-23 20:40 | Report Abuse

23million case, fair price = RM23,

By year end 50million case, fair price = RM50,

OMG! What calculation is this? Correct me if im wrong

Stock

2020-08-23 20:33 | Report Abuse

Trump and Putin is just a political doctor..LOL..the real joker

Stock

2020-08-23 20:31 | Report Abuse

TP=RM100, not a dream. In the making..huat liao this time.

Stock

2020-08-22 15:40 | Report Abuse

New norm = Glove (protection)
Vaccine = Glove (production, distribution, disposal)

In other words,

Glove = future investment
Glove = Gold to Diamond

Simple as that. Huat arr next week!!!