Posted by humbletradingmy > Jun 25, 2020 1:07 PM | Report Abuse

SELL SELL SELL !!! BACK TO MID MARCH LEVEL DAYS SOON!!! THE SECOND OUTBREAK IS ALWAYS THE DEADLIEST

Second outbreak is deadliest it also means more gloves is needed. Your brain need to be fix because simple logic but it doesn’t seems your brain can get this right

Coconut,
U go and see top glove trade this morning, do u think those buy in this morning is small fish?
Similarly for supermx, the collection happen the whole morning at 7.15-7.20 range. Small fish that worry red index dare to buy in now?

Posted by freetospeak > Jun 25, 2020 12:22 PM | Report Abuse

sunshine99..this is us data ...now us carry about than 50%-60% of total capacity. Brazil asp is also 2-3x higher compared to qtr 3 according to my source. Canada also 3x asp higher. As for others it shld be mroe or less the same.

thanks freetospeak. it seems like PAT >300m is not a dream, PAT 400-500 is something supermx should be targeting.

Supermax Healthcare Inc import

QTR 3 1380 ton
QTR 4 2484 ton (upto jun15)( about 2x)

ASP for qtr 4 (US$ 120-150, spot rate as high as USD190) (at least 2x vs qtr 3)

profit at least 4x of qtr 3.

https://importkey.com/i/supermax-healthcare-inc

Freetospeak master, is this data only for US market since the website show US trade data record.

kltower I heard market crash soon and supermax too expensive worth only RM5, since Genting AirAsia OnG bumper profit coming should sell Supermax and go for Genting AirAsia OnG

genting? one table max 3 person, no tourist from china and india, malaysian very much affect by MCO, only idiot will believe you.

AA, you know how much they hedge their jet oil or not? and how much is jet oil currently, hedging loss alone already can make their quarter looks ugly, not to mention their debt, and how much people are travelling now? it can buy in but not now, it has a lot more room to drop, just look at how are the bigger premium airline is suffering, AA is not excluded from that.

i think IB has people sitting here, whenever they see people should sell, limit down, crash, they will do something to slap these people face.

of course i know testing of a new vaccine usually start from pig or monkey. what i trying to say is, it is far from being confirm it will work on human and the person who share that information shouldnt just base on that and ask people to cut loss.

Posted by only_best_buy > Jun 24, 2020 10:50 AM | Report Abuse

AstraZeneca's COVID-19 vaccine shows promise with two shots. Oh no, cut loss in Gloves.
Bought in Eforce & Bursa, high trading volume, sure up.

it was a test done on pig, but you didn't share the detail but just take the headline. good try good effort to scare people.

you are shouting in every glove counter so hoping people will sell glove to buy in bursa to boost share price for you? what kind of mentality? if Bursa is indeed so good, it will attract value investor by itself, market will take its course to reflect it value, you shout or dont shout also wont change anything. but if you go to every where to spread rumor, then karma will also take its course to come after you.

cut loss or add more during low, these two has different meaning, if you cannot differentiate, i can donate a dictionary to you.

Any data on shipment in June ?

actually those who claim people ask them to buy at high price, i dont recall anyone here asking people to buy, they only show you the prospect with some calculation, whether to buy or not, its your own call. at what price u enter, at what price u leave, who can control you other than yourself. if you dont know what is this and just looking at the calculation by some of the master here and buy, you are gambling and not investing. if you win, its just another lucky day for you, if you lose, just blame yourself for being lazy to try to understand more before you buy.

another katak tempurung comparing medical glove with mask....

just ask yourself how much is the capital to set up one mask company and time frame and how much time to set up a glove time and capital required and from building factory until you get FDA approval, what is the time frame like.

just go and check how many people can turn their production line into mask production in short time frame and did you hear anyone converting to glove since now everyone say glove can sell 190USD per 1000 piece

Freetospeak

I trust my own finding from what you wrote. I don’t buy because people tell me is good. I will go and verify what people said good is indeed good.

Of course I still have to thanks you for triggering me into this, I had gain a handsome profit from here.

181818

Go and find out what is the glove usage per capita in 2019 and compare it with 2010.

The world has 195 country per google, don’t always think what you see in Malaysia is representing the world.

When supermx can prove on paper that they can make money like TG or harta, analyst will not apply the 40% discount they use to put when they write analyst report on supermx in the past.

freetospeak is right

Just take a look at TG share price in 2009 and in 2020, did it fall back to Pre SARS price after SARS has been declare combat? It may adjust back but it will keep growing. At the same time, glove production capacity also keep growing, why the company can still make money? Because human behavior has change, more and more people using glove, it’s still a very big market in 3rd world country.

By the way I also buy into supermx after I read his comment few months back

Coconut
I always said, if you know what is the thing you are buying, you no need to worry. If you buy something that you don’t know, then you should start to worry.

Just give one example to compare glove and heng yuan. Glove counter gain it’s body size because it eat a lot, heng yuan gain a lot also but it’s because People blow air into it. When glove fart, it may reduce a little, when heng yuan fart, it lose a lot of air!!

Coconut, why every 1-2days bring up heng yuan 2.0

I reply to you before.

Stock: [SUPERMX]: SUPERMAX CORP BHD
Jun 17, 2020 3:43 PM | Report Abuse

i dont understand why people keep comparing glove counter with Heng Yuan? when Heng Yuan rise to 18$, is there any of Heng Yuan product that other refiner dont have or the supply in the world are short that Heng Yuan can demand a premium from its buyer?
just ask yourself, can Heng Yuan sell its petrol at 2x Petron price? or HEng Yuan can sell its jet oil to MAS at higher premium than Petronas?

Glove company is in a different situation now that there is a short in supply worldwide and they can demand premium from its buyer.

If you cannot get this fundamental right, i think you are on the wrong boat.

Just hold until dec, if supermx don’t reward you with two chicken drumstick,I buy you.

Most of the group B are not investing, or they are some of the gambler that got burn. So now come here become keyboard warrior.

No doubt sometime they did talk some sense, so whoever read, just have to analyst it yourself. Investment decision is ours money is ours, earn or lost also ours, not sure why are they so excited, I earn also won’t give to them, I lose also won’t ask from them. Funny world

Tiantsai,

I am just quoting an example for that joker to understand

@degaht

I had been here for long time but I never bother to register account to comment, but recently I think many had been putting comment without fact and I think many newbie here was trying to get some earning but all influence by these comment and end up losing.

Danny boy,
TG last quarter earn 13c per share, give 10c dividend. Genting got give u so much? Or Lim wee chai need to share his net worth with you only consider good?

Furthermore, who is investing glove counter for dividend, I am here for capital gain. If u look for good dividend counter, go buy Maybank, every year give u 7-8%.

Retailer holding has drop 6% since Jan and Institution has increase by 7%, just read report and dont just fire empty cannon here.

who is quietly eating your ticket?

@ DannyArcher
Stock market is forward looking. Genting is about gradual opening up. 3 to 5 years from now, which will make more money? Genting or Gloves?

you can see glove earning in 2 month time, no need 3Y. you mention forward looking, why only apply to Genting and not glove?

everytime drop, many "expert" will come out here, when rise, all disappear.

Glove counter has gain a lot, thats fact, the current situation is no longer favor to day trader unless you are so good to catch the high and low of the day, otherwise you can get trap easily. Glove counter now is meant for mid term investment, i mean investment, not buy big small like genting, betting tomorrow will open high or not.

i dont understand why people keep comparing glove counter with Heng Yuan? when Heng Yuan rise to 18$, is there any of Heng Yuan product that other refiner dont have or the supply in the world are short that Heng Yuan can demand a premium from its buyer?
just ask yourself, can Heng Yuan sell its petrol at 2x Petron price? or HEng Yuan can sell its jet oil to MAS at higher premium than Petronas?

Glove company is in a different situation now that there is a short in supply worldwide and they can demand premium from its buyer.

If you cannot get this fundamental right, i think you are on the wrong boat.

the 4 big glove counter are doing range bound trading now with volume gaining up. supermx has been trading in 8-8.10 range the whole morning. distribution or collection, you judge it yourself.

shark dont need to camp here to see what we think, shark just need to throw some bait into the sea, small fish will come. you can check how some dont know head and tail fish chase C93 this morning, when supermx little bit, C93 move as high as 59 cent. in the afternoon when supermx drop 30C, this guy still trade 30 cent above issue price.

why? because it is the only green warrant today and its entry price is low.

I expect many were seriously burned in the glove stock frenzy. - definitely, share is a zero sum game, somebody gain, somebody has to lose that why i always emphasis on understanding the value of the share that you buy and invest only what you can hold. if you only want quick money, this place can burn you badly without you knowing it especially during a down market where volatility increase tremendously.

strong FA is no match for DJ's sharp decline. - this is true and applicable to all counter on a normal year but during a pandemic, glove counter will somehow less affected and the recovery is very sharp. of course i am referring to glove counter with good fundamental, not those that taking free ride glove counter.

you can check when dow crash from 29000 on 21 feb to 19000 in 23 mar, top glove share price move from 5.45 to 6.24, 15% gain
harte from 5.92 to 6.76, 13.5% gain
Kossan from 4.7 to 4.8
Supermx from 1.6 to 1.49, 10% drop, back then not many know the power of OBM.
Maybank, top of bursa from 8.44 to 7.32, 13% drop.

so from here you can see how the glove counter sort of become a safe heaven for investment when dow crash.

market sentiment will affect share price for a short period, common human behavior right. market sentiment wont affect glove continue make money and produce good result. when market crash, people will look for safe heaven, when they realize there is a few company that can make so much money a quarter, people will definitely shift fund into here. remember, fund need to earn to give dividend, safe heaven rewards are usually low and cannot fed their hunger.

the road to the final destination is not going to be flat, if flat then no more meat for you to eat already. stock price cannot day day also up, else who want to go clean toilet, just camp in bursa and can be millionaire.

buy what you afford to lose, holding is the key. Sai lang is as good as suicide.

this baby has already grow up 6x in less than 60 trading day. you just cant expect it to day day grow. hold and see it grow along with good result, this baby will give u a drumstick as reward.

for those who keep asking people to sell glove and buy OnG, please buy more tomorrow since you think OnG has good prospect. All the best of luck to you.

find the right entry price, invest what you can afford to lose, key factor is you have to be able hold, if you can hold, the reward is definitely there when the next Q result out.

Fund has to earn money in order able to pay dividend to those who put their money for them to invest, look across bursa alone which counter can give you >100m a quarter? not to mention dai lou 350m. Dai lou report has already given enough information to reflect how accurate is supermx estimated earning in coming Aug report, if you think we have very good analyst here like freetospeak, fund has many more excellent analyst to tell them what to buy. will they buy company like TNB or will they buy company like glove that has proven making big profit during this market downturn period?

Rationalize whatever calculation you see, do a bit of verification with other glove counter result and some of those information available online, you will able to know what is the potential value of the share you are buying.

Without knowing what you are buying, that is gamble, knowing the value of what you are buying, that is investment. Gamble is lucky base,how much luck you have decide if you are losing or winning, most important, you have no control of it. investment is risk base, how much risk you can take, decide how much you are earning or how much you can lose, you have some control of it by setting your exit strategy or set your cut lose point.

not asking you to buy now, but seeing some people when rise, Myvi coming,mercedes coming, when drop a bit, cry papa cry mama. if there is no shark, there is no liquidity, then the stock is as good as dead. without doing your homework and want to swim with shark, shark say thank you very much. Ikan Bilis like us will never win shark, this is a true fact but you can done up your protection to avoid being hurt by shark and yet able to eat some left over meat by the shark.

those who still compare this to heng yuan, i think you dont know what is supply and demand. when heng yuan up back then, is there a supply crisis? dont happy write something when you dont know what you are writing.

unless government willing to bet against foreign investment runaway to collect that few hundred million wind fall tax, otherwise there is no reason for them to do so.

if company earn money then government impose windfall tax, next time which foreign fund dare to invest in malaysia company? just think about it yourself whether the few hundred million windfall tax vs foreign investor runaway, a person dont know how to count also can tell you which is right which is wrong.

for those who keep saying goreng goreng, this is not a goreng stock, this stock has the fundamental to support the share price. How high is high for a glove counter in pandemic, this is the question you need to answer yourself.

if a person is trading with margin on glove counter, after the first wave of hair cut or margin cap, he still dont find an opportunity to sell, he is really mean to lose money. you dont need people to remind you 3x to tell you where is the exit door before you make the move to exit.

if one can hold for another 2-3 quarter, almost certain will be reward handsomely and slowly cut back holding from there onward. if one only wish to hit and run to gain some, he may win or he may lose, high chance he will lose because this group of people easily shake off and the most yummy to shark.

just spend some time to understand all the good work by the forumer here like freetospeak/kim and gang, in fact if you look at maybank KE recent webminar, there is a lot of common information share by the analyst, not sure if she also camp here to get some information :)

shark can churn water but shark cannot change the fundamental of a company and hence their earning. bank can cap supermx at 5 for margin but that will not stop supermx/TG from earning 2x or 3x in the next quarter. number will not lie, see it with your eyes and try to do some logical thinking and you will have the answer. there is a lot of hint given in the report like this is yet the best quarter report when result out in last May.

End of the day, the first thing you need to know when come to investing is know what you are buying and know your limit. else forever you are running behind people, but dont know what is going on. i am pressure sure many of the smart people in this forum are indeed buying low today while people scare their shit out of the pant when see share price drop to 6 or even 5.33.

it is like people tell you hydroxychloroquine can cure Covid 19, some people simple just follow buy and eat, after that side effect come, die already also dont know what happen.

i am not saying supermx is not good, in fact i am already in since feb and holding a hefty gain. just pity those that would like to earn some money during this difficult period but end up losing their capital.

How to kill 3 bird with 1 stone.

Legally, IB want to reduce the risk profile of them being over expose to the sudden surge of glove counter price.

Then IB also want to collect back some of the warrant at low price. some of these warrant only expire in Oct, there is no way for them to continue do stun to bring down the share price, so instead, they crash the mother share now and redeem back those warrant. Imagine when supermx is RM8, CIMB have to pay holder of C80 like RM4.2 a share. what happen when supermx is like say RM12 by Oct, shxt out of pant man.

Then IB being a research house able to tell you the TP of these glove stock in their research report, they know better than anyone else how possible is the share to achieve that target price, so of course they want to be part of it, else how would them earn enough to maintain 7-8% DY of their own bank share?

i am just speculating, any resemblance to actual events are coincidental.

hello people, the additional 3 bank margin hair cut already on the new at 2pm, if you are the margin account user, see the price rebound back to 7.1~7.2, you still dont sell and will wait for tomorrow for people to slaughter you again? logical thinking a bit please.

those who need to sell, already sell. just look at how much share transacted after 3pm at above RM7 range, IB is holding your cheap ticket and counting their profit.

just look at the big picture of all the share counter, who the hell has so much money to push from almost -30% drop to only 5-7% drop, not ikan bilis like you and me. people do black magic at the back collecting your cheap ticket.

people scare you with high PE, stock over value but these so called fundamental trading people didnt factor in the effect of pandemic, if you still use the historical EPS to calculate PE when glove price already double or triple, then you are fated to see people with some thinking to earn money and forever you are sitting on the sideline.

for those who ask people move money to O&G, good luck to you. everyone has their way of trading, but if you are in O&G sector, you know how bad is their capex and opex cut, how much oil is storing on oil tanker floating on sea. how much capacity has refinery been cutting.

if you are on margin account but your bank has yet to announce cap, will you run now or wait for your bank to announce after seeing the drop when other bank announce margin cap?

a logical person will have already run, whatever margin cap factor should have already factor in. People is collecting ticket at low while you are sitting in front of the monitor laughing at others cutting lose.

good fundamental counter will only reward those with holding power.

bank will not so stupid putting their reputation at risk to raise TP so far apart from the actual price.

different people adopt different investing strategy, dont need to laugh at other while people are making a lost.

supermx c80 now RM3.04, whoever holding it sleep also will smile. most expensive call warrant in bursa, 161D more to expire, not sure how much more it can go if supermx trading at RM7

Vaccine news to push share price for new stock.

Produce vaccine is not like producing Coke. Don't comment if you dont know. Read, Listen and Learn and you will grow and win.

https://www.cnbc.com/2020/05/18/moderna-plans-to-issue-1point25-billion-in-fresh-equity-following-20percent-stock-jump.html