Next month update again.

Supermax own brand disposable glove retail selling price for carton.

Nitrile Blue - R$ 590
Nitrile Pink - R$ 597
Nitrile Black - R$ 630
Latex - R$ 520
Currency: Brazilian Real

Updated as 28.07.2020

https://xin.baidu.com/company_detail_33385561064965

Bioalpha (Hainan)?

One more week to close position, apparently July total adv will exceed 100bil.

Today Top 10 alone traded at 2.3bil... People still didn't see how potential Bursa is... Even myself underestimate and sold previously. Next quarter results have at least 7 new IPO listings earning, higher securities and derivatives revenue.

@Value888, I see. The results far exceed our projections especially on derivatives market even the for my securities market projection too. It still worth to reenter as Q3 have additional income from 3 new IPO listings.

Hope my calculations of 4mil for Q2 can be exceed. Bursa posted 86mil exceed my 78mil projection.

Time to pick up and restore back to 65c level.

A very good QR, exceed my expectation too, although I had let go as it's price hike is ahead my expected TP too lol

@Value888 you still holding? I remember only both of us is here during 7.3

William so humble.

go ask question guys

Bioalpha is in midst of R&D post covid19 recovery health food. @insidertiptip fast grab, don't miss the chance.

Cause he has no patient to wait anymore, as the price will shoot up later during the interview lol

Yes, so much exposure, seem it's legit deal instead of goreng.

Bursa quarter release today. It will be a guide to Eforce price.

Trade safe. Go search for careglove shipment for July xD

That's 26 times.

Q-o-Q Revenue drop 5.3%, profit drop 140% good meh? hoseh liao

no lah... M3

Cannot move up sia..

HSFF and XOX same as substantial shareholder of M3. XOX move this one no move.

HSFF is one of the M3 substantial shareholder?

congratz @yingzhe17

Sorry no any buy/sell call suggestion. 买卖自负

Aggressive approach for Q4:

Manufacturing 1,345,939 (+ASP, +15% Sales volume)
Trading 614,123 (+ASP, +15% Sales volume)
Elimination -924,503
Consolidated Revenue 1,035,559
COGS 405,971 (+15% cost, could be lower)
PBT 629,588 (25% effective tax rate)
PAT 472,191

Fun fact: Selling price of Supermax disposable nitrile glove for pink higher than black higher than blue.

Has been test low for 5days, so far can't break support of 17.

Had cut loss and move on...

It's will come back till people discovered that it's part of China government community welfare plans to diminishing poverty and improve community healthcare level.

今年，贵州在全省88个县（市、区）全面实施儿童营养改善项目，对象从6-24月龄延伸到6-36月龄婴幼儿，成为全国继西藏之后第二个实现儿童营养改善项目全覆盖的省份。

2012年开始，贵州被国家纳入贫困地区儿童营养改善项目省份，每天为贫困家庭儿童提供一袋富含矿物质、维生素、蛋白质的营养包，目的是有效降低婴幼儿贫血和营养不良患病率，提高人口健康存量，从而阻断贫困的代际传播。省委省政府高度重视，逐年增加经费投入、扩大实施范围，确保项目实施。2018年底实现66个贫困县全覆盖，2019年省政府将“为贫困地区6—24月龄儿童免费发放营养包”列入“十件民生实事”，2020年又将其作为“民生工程”。八年来，全省以建档立卡贫困户、低保户家庭为重点，以全面改善贫困地区儿童营养为主题，累计受益儿童近百万，2019年婴幼儿贫血患病率、生长迟缓患病率均较基线水平大幅下降，农村婴幼儿家长喂养技能不断提高，儿童健康状况不断改善。

2020年是决战决胜脱贫攻坚之年，贵州将把儿童营养改善项目作为卫生健康领域最重要的减贫行动之一，切实加以推进。结合实施《健康贵州行动计划》《卫生健康服务能力提升“八大工程”行动计划(2019—2022年)》，紧紧围绕推动妇幼健康事业与经济社会协调发展，不断创新工作机制和项目管理流程，推动全省儿童健康事业发展，助推脱贫攻坚。

Trade safe in Careplus, eye on their sales volume.

https://k.sina.com.cn/article_3458987284_ce2bf51401900mjsi.html?cre=tianyi&mod=pcpager_focus&loc=25&r=9&rfunc=100&tj=none&tr=9

@ionlywanttoearn, come I give you slept well info.

Actually how they calculated the asp? Like supermax selling the difference type of glove with different brand and to different country, definitely the selling price is different right? They sum up and divide accordingly??

Flooding hit badly at China including Guizhou province. That is why China company no choice but to outsourcing the health food ingredients. They buy on Bioalpha's farms, plantations, R&D, processing & manufacturing, retail and trading. No harm to hold at current price, health food definitely will become a future trend if you aware that median age is getting higher and higher.

Also, since caring pharmacy is delisted, Bioalpha might be the only retail pharmacy business in Bursa, correct me if I'm wrong. It's part of essential sector if another MCO kick in.

Worst case go back 18-20c with fair PE for a healthcare stock. Agreement commence by Sept, if no see result in Q4 report then decide to hope for growth or quit loh simple.

Capital gain mah... Q3 report sui sui got additional 1mil profit from share resale.

So far they only posted one time a very small gross profit for HLRI since their acquired. They main customer are from Taiwan, if no mistaken taking up 70% of their rubber glove sales. However, they still recorded losses and sales volume decrease last quarter where it's the peak for Taiwan Covid-19 fight :))

No one aware that Careplus might selling less volume (COGS) q-o-q to get such profit?

4.1 times make sense. 20x too over lol

Until I see the data share by @silverwind today, I believe it may happens for billion profit.

Shipment to US DC, Supermax Healthcare Inc. from manufacturing increase 96% q-o-q.

Jan-Mac, Q3 = 1,380,844kgs
Apr-Jun, Q4 = 2,708,257kgs

jaw-dropping in making hahaa

Own brand sanitiser

http://www.constant.com.my/SalePage/Index/216655

can ask boss sources more mask from China to sell at their retail pharmacies ah? It's a mandatory to wear in public soon.

余禾鑫 世丰福

@silverwind, Thank you, you sharing a good insight and a very good news. From here, we knew that sales volume to US distribution centre has increase 96% q-o-q for quarter 4.

any further down? think 0.30 is the best entry point only if available again

5.33 - 6.50 - 12.52 - 14.5 - 15.0 - 17.0 - 17.02 - 17.10

Will the support level been upgrade further today?

@freetospeak, I take back my words, you are right sales volume is not the production capacity.

We are know the hike of asp, now sales volume play a key multipler to revenue, 24% qoq for TG, your 15% increase is fair and > RM1bil revenue make sense too lol. Kudos to your analysis skills.

I sensed that jaw-dropping in making.

the only public listed retail pharmacy business after caring delisted?