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2020-08-08 09:12 | Report Abuse
Monday i will All in again 。
1. Jan 2020 Before covid
Manufacture selling price at USD 23/1000pc
Distribution selling price at USD 37/1000pc.
2. 18 Mar - 15 April
Manufacture selling price marked up to USD 50/1000pc, ASP hike 117%
Distribution marked up selling price up to USD 50/1000pc, ASP hike 43%
3. 15 April - 15 May
Manufacture selling price marked up to USD 70/1000pc, ASP hike 205%
Distribution marked up selling price to USD 80/1000pc, ASP hike 116%
4. 15 May - 15 June
Manufacture selling price marked up to USD 100/1000pc, ASP hike 335%
Distribution marked up selling price to USD 60/ 1000 pc, ASP hike 62%
Remark: Harta latest Q result only increase selling price at manufacture ASP 5.6%
Remark: topglove in earlier Q result only increase selling price at manufacture ASP 5%
-capacity … let’s say 24bil pieces / yr
-so per quarter >> 24/4 = 6 bil pieces
-equal to 6mil boxes of 1k per box
-For Q4 (Apr, May & June), with new biz model to do away with middleman and also increase in ASP, average ASP increase by only USD30 per box (net of incremental distribution & admin expenses)
.
-USD forex rate : 4.20
-So total impact easily : 6,000,000 x 30 x 4.2 = RM756,000,000
-Tax at 24%
-So PAT impact for Q4 shd be RM756mil x 76% = RM574,560, 000
2020-08-08 00:49 | Report Abuse
quick comparison of the trading P/E (annualized latest quarter results) of peers who have announced their results.
Company: Top Glove / Harta / Careplus / Riverstone
Share price: 28.1 / 19.1 / 4.3 / 14.5
Q PAT RM mil: 348 / 220 / 21 / 138 (riverstone 6M results)
Annualized PAT RM mil: 1392 / 880 / 84 / 276
Market Cap RM bil: 76.1 / 65.5 / 2.3 / 10.8
Trading P/E: 54.7 / 74.4 / 27.6 / 39.1
If Supermax coming quarter results are: 400 / 500
Annualized PAT RM mil: 1600 / 2000
Market Cap RM bil: 31.1
Trading P/E: 19.5 / 15.6
(much cheaper valuation compared to the other 4 peers ranging from 27.6 to 74.4)
alternatively if we assume P/E of 30x and 40x
If Supermax coming quarter results are: 400 / 500
Annualized PAT RM mil: 1600 / 2000
TPs for RM400m PAT: RM35 to RM47 per share
TPs for RM500m PAT: RM44 to RM58 per share
2020-08-08 00:01 | Report Abuse
Today All margin account Cut off share , & Big shark doing collection 。monday Maybe still have stupid ikan bilis sell 。after 5pm QR out result if 400mill TP=RM27 , 500mill TP33。All ikan bilis sell out will cry & Sad
2020-08-07 20:00 | Report Abuse
Please check supermax 20/5 Chart ,Announce QR supermx non stop up 5 day
2020-08-07 19:52 | Report Abuse
u all can check back history, last time Topglove out QR share price Drop, Harta also same 。 but supermax last time After Announcement QR share price continue Fly 5 day non stop。same with carepls 。 not like topglv & harta
2020-08-07 18:33 | Report Abuse
So many retard here , today All share counter drop , not supermax only , ALL DOWN U KNOW? Whole Asia share market down . this is healthy . wait for monday all green
2020-08-07 17:44 | Report Abuse
After result out will fly like carepls 。fly to RM30
2020-08-07 17:11 | Report Abuse
not supermax drop only All healthcare & technology drop , Because IB sell those contra player , and shark collection alot share ready monday fly。
2020-08-07 17:06 | Report Abuse
not supermax drop only All healthcare & technology drop , Because IB sell those contra player , and shark collection alot share ready monday fly。
2020-08-07 16:07 | Report Abuse
Shark now making collection eat u all ikan bilis , QR out fly to RM28
2020-08-07 12:09 | Report Abuse
got some sifu teacher get insider news results will crazy amazing boombastic ,i will buy more from now !!!
2020-08-07 11:55 | Report Abuse
KYY ask u all sell pull down the price he belakang diam diam buy Alot & All in already 。this is skills
2020-08-07 11:22 | Report Abuse
4.30pm will push toRM25.100
2020-08-07 09:28 | Report Abuse
All health care counter Down , supermax the 1 stand strong 。coming result will explosive minimun 550mill 。
2020-08-06 21:35 | Report Abuse
if 400mill how much tp can go ?
2020-08-06 13:19 | Report Abuse
2020-08-05 14:56 | Report Abuse
u all so like goreng ?? come to Adventa , low PE still under value 。
2020-08-05 09:52 | Report Abuse
Adventa still under value Low PE , can ALL in。 topglove partner 。can add more TP RM6 have some Sifu member tell call buy
2020-08-05 09:26 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6 have some Sifu member tell call buy
2020-08-05 09:26 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6 have some Sifu member tell call buy
2020-08-05 09:08 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6 have some Sifu member tell call buy
2020-08-05 09:07 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6 have some Sifu member tell call buy
2020-08-05 09:07 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6
2020-08-05 09:05 | Report Abuse
Adventa still under value , ALL in。 topglove partner 。can add more TP RM6
2020-08-05 09:04 | Report Abuse
Adventa still under value , ALL in
2020-08-04 15:11 | Report Abuse
Harta marc Buy land RM260m , QR RM220 mill
Actually is earning Total RM490mill la know see report ornot????
2020-08-04 14:59 | Report Abuse
Harta Buy land RM260m , QR RM220 mill
Actually is earning Total RM490mill la know see report ornot????
2020-08-04 14:01 | Report Abuse
220 mill share price worth RM16 , Die hard later
2020-08-04 13:18 | Report Abuse
Later let see T-O price open RM17
2020-08-04 12:54 | Report Abuse
Later Confirm Bloody hell , RM16 is coming
2020-08-04 12:07 | Report Abuse
insider maybe know the result from bursa already, many Big shark maybe get some news from bursa before announcement than sell first。
if result like carepls very nice before announcement insider &big shark confirm buy first u all can see Carepls before QR fly like crazy
2020-08-04 11:58 | Report Abuse
afternoon another penic sell , i sold already take profit, goodluck
2020-08-03 23:46 | Report Abuse
Remisier research 500mill around , Just add more 。TP 23 this week 。
2020-08-03 21:17 | Report Abuse
450-600mill
Happy2244 who know harta qr result?
2020-08-03 18:40 | Report Abuse
QR always at 4th Augs , profit around 400-600M,
Get ready to fly
2020-08-03 15:36 | Report Abuse
ALL small glove counter 30% , Big 4 still sleeping
2020-08-03 10:45 | Report Abuse
today last day offer got big shark holding the price and eat more ikan bilis before rocket 。
2020-08-03 10:27 | Report Abuse
last day offer , ALL IN tomorrow QR out fly
2020-08-02 13:44 | Report Abuse
Morning faster key in , before QR out still will rocket
x3sphere Is it ok to enter harta tomorrow?
2020-07-30 19:27 | Report Abuse
2020-07-30 12:39 | Report Abuse
96 & 97 dead already, C1b high premium rocket?
2020-07-30 11:05 | Report Abuse
Just buy more today is last day mega sales , last day offer 。 next month August will non stop boombastic
QR out 1st Harta after kossan & supermax & comfort last 1 topglove 。1by1 glove counter bring fly
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-08-08 09:16 | Report Abuse
Tyy & kyy team members Tell Add more in monday 。 surprise result 。