@Ben, thanks for the calculation on the estimated cash excess. It would be a good reference.

thx @Ben for the nice write up. Always appreciate your efforts

Nice digging into the historical fortune 500 data.

Thanks again Ben for the continuous effort. Much appreciated.

Thanks for the explanation. Much appreciated.

that is a thorough digging and publishing. thanks

thats is a very good read. thanks

Those that bought Supermax are not that worry about the dividend. Supermax is more about growth that the company will reinvest the profits into the company to grow it further

good article. kudos

this mean quite close then the estimate.

wow, thanks FTS. pumping out the blogs. support

the argument make a lot of sense

thanks for the blog post.

revisit again re-read the content. Thanks

Those distribution center are underappreciated by investor currently.
With their network established for so many years, they can push all kinds of products with minimum up front capital investment.

Those distributor are having way higher margins vs manufacturers.

N95 mask market value worldwide 2019 & 2027
Published by M. Garside, Aug 12, 2020

As the global demand for N95 masks has skyrocketed in 2020 due to the coronavirus (COVID-19) pandemic, producers have scrambled to increase production to meet that demand. The market value of N95 masks amounted to more than 802 million U.S. dollars in 2019. By 2027, it is forecast that this value will increase by more than double, to nearly 1.90 billion U.S. dollars.

It is estimated that production of the highly protective N95 face masks in the United States alone will increase to 180 million units per month by the end/winter months of 2020.

RM9.96 already give hint....

9.96... good number...够够力

bursa is down 11 points, we are here cheering... lol

better Super stay here in Bursa and we get to 100% invest in it

Thanks for the deep analysis for the glove sector. This indeed is a thoughtful and time consuming post and I deeply appreciate it.

It is argued with facts and figures and reasonable assumptions.

CIA is the best.

A thousand appreciation to Freetospeak and CIA for contributing their time and effort to bring us this in depth analysis of Supermax. It will be a matter of time before investors realized the value of their biz model.

GLTA.

Posted by Arsenewenger8383 > Aug 20, 2020 9:18 PM | Report Abuse

New treatment for covid19.. hope it works.. too many people die..

https://edition.cnn.com/2020/08/19/health/blood-plasma-emergency-use-on-hold/index.html

The new TP =
PE 20. RM759 MILLION PROFIT

Base on pat 400M to 759M.

749/400 = 24.20 x1.87 =TP 45.00 (ex-bonus TP 22.50)

we hit the 100likes and CIA will update daily... lol... when the share price went down the past week, reading all these articles made me hold Super
tight

Another good article by the CIA... support

Through this partnership, Aurelia will take over the entirety of the commercialization responsibilities of the Beyond-Fit™ protective mask, from manufacturing to distribution, and on a global scale

WOW

kudos to CIA.

within forecast

lol, after Q4 results we will know if this is a piece of shit or a precious gem.
But I have to thanks @freetospeak for taking time to make this post.

we will visit this post after QR. lol

Also hope that Super distribution center selling other PPEs....
It would add to the bottom line.

263m cash to buy the land does not appear in P&L.
It will only appear in the balance sheet and the cash flow statement.

some ppl say.. sleep in

4.50pm on the mark terus 19.34 and stay there..

oh ya, under estimated date details..

@freetospeak, where did u get that date info?

BI approve by Bursa

Super EGM 18 Aug... the date lol

Guys, I have been looking at CIMB research on UG healthcare and there is a section where there is a peer comparison between all the glove company including SUPERMAX.
https://research.sginvestors.io/2020/07/ug-healthcare-2hfy20-preview-cgs-cimb-research-2020-07-30.html

The FY20 estimate from them for SUPERMAX as below:

Revenue : 2.5B
Gross Margin : 46%
Operating EBITDA Margin : 30.6%
Operating EBIT Margin : 28.3%
Net Profit Margin : 28.2% (709.8M)

This means that they forecast the coming Q4(endJun'20) net profit = 709.8 - 24.7 - 30.2 - 71.1 = 583.8M
This is something for our reference.

And for FY2021, their forecast is even higher:

Revenue = 4.4B
Net profit margin : 49% ( 2.2B)

Lol, I'm in the same boat.

Posted by freetospeak > Aug 1, 2020 9:40 PM | Report Abuse

yahoo128...i got only 1 stock in my portfolio...

Let it affect, anyhow we would be holding to see the earnings.

That Russion vaccine did not even publish the scientific data for review.

Billion dollar profit is not unrealistic.

whats going to happen?

Billion dollar profit... it is not unrealistic....

@freetospeak, give like to u..
need to buy more powerful calculator...

haha, sifu make prediction... give like!!!!

We have known that ans in this forum.
Cheers.

Posted by Valgrovest > Jul 29, 2020 8:48 AM | Report Abuse

Does it make sense that supermax share price almost caught up with that of Top Glove? Dont just listen to those bloggers, do your own assessment.

@furrywooky,
1. Don’t buy or sell based on the bonus issue. It does not matter much
2. If own shares now, just keep holding, unless you are good at trading the high and lows.
3. Investor are expecting >RM20 stock price coming qtr results.
Posted by furrywooky > Jul 29, 2020 8:20 AM | Report Abuse
Dear Sifus,
Newbie investor here.
What would be the pros and cons of holding or selling of Supermax shares with regards to the upcoming share bonus issue? What are your recommendations?
Sell while high then buy when the price eventually gets lower due to higher volume? or hold keep? Why so?
Thanks!