treack

treack | Joined since 2014-12-01

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Stock

2021-06-03 12:17 | Report Abuse

what kind of potential highchaperal?

Stock

2021-06-03 12:16 | Report Abuse

only time will tell. good luck to all of us!

Stock

2021-05-21 08:31 | Report Abuse

given a yellow card by SC today, will we see another Gap up limit up?

Stock

2021-05-20 09:41 | Report Abuse

looking at the charts looks like same operator as tocean. they will play gap up until distribution.

Stock

2021-05-20 09:01 | Report Abuse

wtf limit up again!

News & Blogs

2021-05-16 16:38 | Report Abuse

Thanks for the great analysis Mr Tan.
My only question here is that if the management came out with a statement that is totally incorrect ( asp dropped between 15-25%), shouldn't it be at least redacted by the management?

News & Blogs

2021-05-04 20:05 | Report Abuse

Thanks for the insight Mr Tan.
In the Harta Quarterly Report, they did mention that their ASPs are still on the rise, and the underwhelming revenue is due to shipping container shortage- and yet, their revenue still increased. My question is, is there a way we can derive the ASP increase percentage for this quarter juxtaposing the data from Department of Statistics

News & Blogs

2021-03-10 19:09 | Report Abuse

Thanks BenTan for another excellent post.

These reports makes us question the agenda (or plain incompetence ?) behind the downgrades.

The disparity between the share prices, these few analyst reports and the performance of the underlying business are getting wider.

such a big disconnect baffles me. What are they trying to achieve?

Stock

2021-02-16 11:43 | Report Abuse

this is not paktua. paktua is paktua72

Stock

2021-02-16 11:25 | Report Abuse

this article is same modus operandi for january warrants....negative article 1 week prior to warrant expiry..then naysayers flooding the forums..

26 feb

Stock

2021-02-16 10:28 | Report Abuse

tomyam because very simple..you have cash now, you decide to :
a) share buy back
+ support the price
- temporary halt trend

b) build factories in us, uk and canada
+increase capacity for post covid
(normalized asp to be balanced with increased volume)
- no support for price

for supermx long term, i think B is better.
*
not saying what TanSri LWC SBB's not right though because every company has different strategy and needs.

Stock

2021-02-16 09:46 | Report Abuse

Dont worry la guys no go holland one...in the bank already got RM 3.1bil in cash...also a few hundred million shares in the treasury no need to be swayed by this naysayers.

Stock

2021-02-16 09:34 | Report Abuse

fortheemprah...that calculation is for next week 22 feb-26 feb...today its clearly retailers throwing their ticket...maybe even KYY selling/sold

News & Blogs

2021-01-31 19:30 | Report Abuse

hi do u have the rest of the report?

Stock

2021-01-29 20:50 | Report Abuse

@Cash999 no sbb planned for this quarter

Stock

2021-01-29 20:40 | Report Abuse

Guys
look at it in a long term lense:
1 factory completed + 5 new factories being commissioned. This will add 12bil/ year in production.
This is EXCLUDING the 1 factory in the US and in the UK.
Expecting a post covid market step up demand,
the expansion + OBM model, Supermx is positioning itself for post Covid dominance.

Stock

2021-01-28 14:59 | Report Abuse

#LangkahTG on! i will topup another 100k tomorrow. let's go guys!

Stock

2021-01-23 00:31 | Report Abuse

jacklimeu2 dont twist the facts to newbies here. 10 days ago they cancelled treasury shares.

Stock

2020-12-30 17:02 | Report Abuse

@RunFirst, unfortunately there is nothing much we can do except for taking it to the SC. However, unfortunately, what the IBs are doing is legal (though very unethical). But again, this is Bursa, not Vatican City.

Stock

2020-12-30 16:59 | Report Abuse

Next is C87( Kenanga). due on 19 Jan 2021. Exercise price is RM 0.90!

Stock

2020-12-30 16:58 | Report Abuse

Keep calm. there is nothing we can do. let the IBs clear their warrants and then we play.

Stock

2020-12-28 19:47 | Report Abuse

The fact is no one knows when the market will turn.
Not KYY, not OTB, not TYY, no one.
What do we know is that in the real world, the gloves are selling crazily at a high price=high profit.
The IBs can suppress the price but they cannot suppress it forever.
As long as the PAT is increasing, supermx price will turn the tide and reflect its true value.
The stock market is a voting machine in the stock term, and a weighing machine in the long term.
What is the weight of SupermX? its PAT.
And supermx is getting fatter by the day.
Follow the money.
The Market will take care of itself

Stock

2020-12-28 18:26 | Report Abuse

@SteadyT Because 2 CWs expiring on dec 31. C91 ( RM 2.25) & C96 (RM 4.25)

Stock

2020-12-28 18:22 | Report Abuse

No stock can go up forever and no stock can go down forever.
The key to realize where you are at the pendulum.
You can make biggest money when you enter when pendulum swings to the extreme bearish.
Everyone is underestimating Supermax.
But it all comes down to PAT PAT PAT.
As long as the PAT continues to increase, do not worry.Buy more.
Sleep tight all.

Stock
Stock

2020-10-15 20:40 | Report Abuse

Good evening,

Jus wanted to update on upcoming results of glove companies:

Hartalega: 27th Oct 2020
Supermax: Week of 26th to 30th Oct ( delayed one week due to Covid-19 affecting overseas subsidiaries)
Kossan: Second or third week of Nov
Top Glove: Week of 11 to 18 Dec

Thanks

Walter Aw, CGS-CIMB Research

Stock

2020-09-09 13:41 | Report Abuse

https://youtu.be/2XAGCZ3Sg4o

I found the reason for today's massive discount

Stock

2020-08-21 11:59 | Report Abuse

who is dumping crazy amounts at RM28?

Stock

2020-08-18 10:07 | Report Abuse

i cannot see the event on sshb..anyone manage to get in?