Posted by rchi > 3 weeks ago | Report Abuse

USA makes up 50% of total world glove demand.

Posted by rchi > 3 weeks ago | Report Abuse

https://www.databridgemarketresearch.com/reports/global-gloves-market

Posted by rchi > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/726994

Posted by klee > 3 weeks ago | Report Abuse

frm 20 jan 2025,it will be 'trump era'....

Posted by pang72 > 3 weeks ago | Report Abuse

https://www.assemblymag.com/articles/98636-the-pandemic-has-taught-us-nothing
Take gloves, for example. The U.S. consumes approximately 120 billion nitrile gloves annually. There is no significant domestic production of nitrile gloves currently, and approximately 98 percent are imported each year. Gloves were one of the scarcest PPE items during the height of the pandemic. Historically, the largest manufacturer of gloves was Malaysia, which controlled about 70 percent of the global market. China was a nominal player, but it invested significantly during the early stages of the pandemic to expand production and increase market share. Now, China is the dominant supplier of nitrile gloves to the U.S.

Posted by pang72 > 3 weeks ago | Report Abuse

US consume 120B nitrile gloves annualiy, 98% import....
SUPERMX US phase 2025 capacity only 2.4B annually..
SUPERMX potentially 100B pc nitrile gloves expansion if tarrifman full force tarrif for SEA glove company..

Posted by rchi > 3 weeks ago | Report Abuse

Net short position on supermx 10.9 mil on 12 dec
3 months ago it was 19 mil..
Tudia

Posted by rchi > 3 weeks ago | Report Abuse

The remaining 10.9 mil will have to prepare to panic buy back.

Posted by pang72 > 3 weeks ago | Report Abuse

https://www.sinchew.com.my/?p=6147688

US banned chip sale to South East Asia?

Posted by pang72 > 3 weeks ago | Report Abuse

Then is what?
Our OEM eat shit...
Our Nvidia AI server OEM use Huawei AI chip as replacement?

Posted by pang72 > 3 weeks ago | Report Abuse

Trade war escalated to significant level before Joe Biden step down.
So, eventually made in US, sell in US..
Made in China, sell in china
Made in malaysia, sell in malaysia

Posted by pang72 > 3 weeks ago | Report Abuse

So, supermx standby 100B pcs nitrile glove expansion plan in US...
With existing rate 2.4B per year need 45 years to complete the expansion...?
Just a joke!!

Posted by Alistino G > 3 weeks ago | Report Abuse

I believed many producers have exported their products to US before the dateline that have caused shortages in their stockpile locally.

Posted by pang72 > 3 weeks ago | Report Abuse

Big 4 need to ship 120B pcs glove to US to fill up the gap.
Of course, inventory crisis now la

Posted by dompeilee > 3 weeks ago | Report Abuse

$24.40[or $11.57 adjusted for bonus & share dividend] on 7 Aug '20 was a farce! Excessively blown up by ban on short-selling, retailers who suddenly had large sums of $ with loan moratoriums sitting @ home itching to gamble.

More realistic 1st tgt is $2.15, the Fibronacci first stop retracement from its $6.27 Apr '21 rebound high down to the 64c low in '22.

Even though I would love the share to rocket to the sky as much as any bull here, I won't resort to misleading ppl like that old ConYY in Jtiasa! Bad karma for such ppl!

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

$
2.4 billion pieces = 2,400,000,000 pieces
ASP per piece currently around USD 0.14
2.4 billion pieces = USD336 million
USD336 million = RM1,411 million if USD1 = RM4.2
If ramp up to 4.8 billion pieces per year = RM2,822 million, it's 2.8X compared to Supermax current revenue of around RM1000 mil/year.
and this is only phase 1 by 2025, when phase 4 completed, total will be 19.2 billion pieces of nitrile glove production a year.
So, the share price should be 2.8 x RM1.10 = RM3 by the end of 2025?
How about when phase 2, phase 3 and phase 4 completed in 2026? 2027? A very huge revenue.

Some more Trump will visit Supermax factory in March2025, how much you think superman will fly?

Posted by 5231428 > 3 weeks ago | Report Abuse

Supermax will limit up not one time but many times for sure.

Posted by pang72 > 3 weeks ago | Report Abuse

Yilongmask is the best now.
You should together with Trump to attend SUPERMX US plant opening ceremony as well:)

Posted by pang72 > 3 weeks ago | Report Abuse

Packaging Corporation of America Common Stock (PKG)
Discover real-time Packaging Corporation of America Common Stock (PKG) stock prices, quotes, historical data, news, and Insights for informed trading and ...
Financials
Quarterly financials
(USD) Sep 2024 Y/Y
Revenue 2.18B 12.73%
Net income 238.1M 29.97%
Diluted EPS 2.64 30.05%
Net profit margin 10.91% 15.33%

IF TO USE ABOVE NASDAQ PACKAGING COMPANY AS REFERENCE FOR NET MARGIN 10% FOR SUPERMX US OPERATION

USD336X10%=USD33. 6 = RM141mils annually

Posted by pang72 > 3 weeks ago | Report Abuse

Sure see you at limit up... Pray hard

Posted by pang72 > 3 weeks ago | Report Abuse

To continue for above profit assumptions

2025 2.4B gloves - rm141mils
2026 4.8B glove - rm282 mils.
202x 19.2B glove - rm1128 mils (Full capacity)

So, Is supermx $1 very expensive now?
Eventhough limit up to $1.39 still dirt cheap!

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

Hopes tomorrow 9am open at 1.13 and limit up to RM1.40 before closing at 4.50pm. Supermax will become Superman tomorrow onwards until January 2025

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

Supermax -CN very yummy

Posted by rchi > 3 weeks ago | Report Abuse

USA has Elon Musk.China has Yi Long.Msia has Yi Long Mask.Hahaha.Somemore is Cw kaki.Bagus.

Posted by rchi > 3 weeks ago | Report Abuse

https://ttm.financial/news/2491535009?lang=en_US&edition=fundamental&invite=J9SREP

Posted by rchi > 3 weeks ago | Report Abuse

Now everyone wants to befriend Trump.Stanley is few yrs ahead of them.

Posted by rchi > 3 weeks ago | Report Abuse

Mr President.If you have it,FLAUNT it.
Supermx shud be usd1.1,not rm 1.1.

Posted by rchi > 3 weeks ago | Report Abuse

oh well,RM 12.5 is just USD 2.8

Posted by rchi > 3 weeks ago | Report Abuse

when maxter seeks listing on nasdaq,what will it be worth in 2026 with 19.5 bil gloves capacity semua guaranteed to be taken up?

Posted by Mini2021 > 3 weeks ago | Report Abuse

Pang72: 2025 capacity 4.8B....they can full capacity...

Posted by rchi > 3 weeks ago | Report Abuse

even airasia wants to list on nasdaq...lol...what to say maxter

Posted by rchi > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/702754

Posted by rchi > 3 weeks ago | Report Abuse

bear in mind,capitala is rm 1 with negative nta 1.6
supermx is rm1.1 with POSITIVE NTA RM1.63

Posted by rchi > 3 weeks ago | Report Abuse

I am sure the PR team of supermx will swing into action soon.

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

If you cannot against Trump, just follow him, he will make Supermax and DS Stanley Thai Great again!

In another few years time, supermax will be the Taikor in big 4 and the size are far away ahead another 3 little brother. Supermax go go go

DS Stanley Thai made a good decision like how Elon made to support Trump and Tesla price rocket to the Mars!

Posted by rchi > 3 weeks ago | Report Abuse

The anticipated listed value of Maxter Inc will be the catalyst to spur Supermx to great heights.

Posted by rchi > 3 weeks ago | Report Abuse

Usa esp Nasdaq gives very good forward pe ratios to listed cos,unlike Bursa the sleepy.
Locally listed supermx will be lifted up by leaps n bounds upon Maxter Nasdaq listing.

Posted by rchi > 3 weeks ago | Report Abuse

Stanley may even try for a listing on nasdaq before 2026 when maxter plant is fully commissioned.

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

Elon support Trump became world richest

Supermax US factory with made in US, sell in US policy will make Stanley richest man in Malaysia.

I all in Supermax hopes I will become richest man in my Kampung also

Posted by rchi > 3 weeks ago | Report Abuse

The ONLY ADVANTAGE supermx has over the top 3 is MAXTER INC.
Stanley being the shrewd businessman he is will surely exploit this to max.
In that case can we see supermx at RM6 upon Maxter inc listing? I m using 50% retracement frm RM12.2 as yardstick.

Posted by rchi > 3 weeks ago | Report Abuse

March 2025 shud be the time Stanley will outline his listing plans,when Trump will be invited to factory opening.

Posted by 5231428 > 3 weeks ago | Report Abuse

Supermax will definitely be listed in the USA for sure.

Posted by chunah > 3 weeks ago | Report Abuse

Those who take profits at 3,4 or 5 will regret coz it will goes higher

Posted by chunah > 3 weeks ago | Report Abuse

Accumulate asap b4 it take off

Posted by chunah > 3 weeks ago | Report Abuse

2026 will be the catalyst

Posted by chunah > 3 weeks ago | Report Abuse

Stock price will be determined 6-12 months ahead

Posted by chunah > 3 weeks ago | Report Abuse

Near future in term of profits
Supermax will be taikor among the big four

Posted by chunah > 3 weeks ago | Report Abuse

Trump MAGA

Posted by 5231428 > 3 weeks ago | Report Abuse

Now is not the time to sell but it's the time to accumulate.

Posted by Yi Long Mask > 3 weeks ago | Report Abuse

I am waiting supermax to limit up tomorrow, it will not only limit up one time but limit up a few times from tomorrow until end of 2025, it's the right timing supermax to start the production in USA and become Taikor to lead all the other gloves