Please go study deep and comment.

Uncle KYY bought at RM25, than i think guys no need worry about it, because the fair value is more than RM30.

This time government also stand out to help Topglove, Affin Hwang say TOP Glove fair value could surpass RM110. August start selling price increases 25%. Hold tight your Topglove, September and December result will super crazy good.

Kossan director keep disposing their share, you guys still hypnosis yourself. Kossan can, Kossan good, Kossan Up Up Up. Halo, share price up 100% = How good the results? Halo, thinking logic. Please. Is time to wake up and switch your money to most benefits glove counter during covid-19!!!

Amateur JR:i holding supermax from 1.3 until now, please go Google search what is maximize your profit? Go calculate the earning gap between Supermax and Kossan. I can told you Supermax and Topglove coming quarter is super crazy. Better take care after Kossan announced market unexpected results, accept the facts during AGM director told you. Become a smart investor.

AmateurJR: everyone have a right talking facts comment. If you cant accept the facts, than you can continues write hypnosis comment, i cant stop you, because this is your choice. Malaysia is freedom of speech places, you cant stop people comment the facts things that everyone already know Supermax and Topglove is most benefit company during covid-19. I start commen at here ask guys switch Kossan to Supermax, that time Supermax was RM5, now? You can compare it with Kossan, you will get i means.

AmateurJR: Why you dont accept the facts? You know Malaysia is freedom of speech place? If you feel i and talking fake, please use logic and commen sense reason to refute me. Why you can't find any logic reason to refute me? Why? Kossan have any strong points we need invest during covid-19 compare Supermax and Topglove?

During covid-19, only Supermax and Topglove can maximize investor profit. 1) Supermax (The perfect business model: OBM, the selling price is the king during covid-19. 2) Topglove (The largest glove production at the world). Focus in this two counter with your limited money during covid-19 and maximize your profit. Hope guys can win big.

Mr Kiah: Listen me, go take a course increase your knowledge, if not you will forever hide behind keyboard scold people and talking nonsense. You cant become financial freedom. Trust me.

Post removed.Why?

https://focusmalaysia.my/mainstream/top-glove-hq-raided-but-cleared-of-forced-labour/

Mr_Kiah: may i ask you keep talking nonsense at here you earn what? Market have people talk about Kossan? Kossan coming result will bombastic since Kossan director agm already told you. You keep scold at here Kossan share price will go higher than Top 3? No, you only will see Supermax, Topglove, Harta continue go higher than higher, understand? Think about it, i very confident Supermax August result will announced more than 400 mil net profits, Top glove 1 billion net profit at September, Kossan? Scold me after result announced, use your brain and think about it.

You can see why uncle kyy from start until end no talk about Kossan? Think about it, the important is use the brain to think it. Become smart investor, why market no people talk about Kossan? Why?

Focus on Topglove and supermax, the result will crazy.

In this glove family ah,

Top glove is like the eldest son in the family, leader of the pack, responsible, and always brilliant..a good problem solver.

Harta, is like the second child. Quiet, full of skills and talent, in fact, very unique, but bugger is too relaxed and no energy, (like my friend says, harta terlalu lega)

Kossan is like the confused third child in the family, doesnt know what he wants in his life, sekejap sini, sekejap sana, he needs a real good god father to guide him slowly.

Supermax, is the youngest, naughty, restless, annoying, irritating, but when he shows his brilliance, even big brother top glove also get scared..

But the father still loves all 4 lah.

Super aloha: because coming result cant meet market expectations, so we guess maybe kossan director also have buy Supermax and Topglove share. Now supermax selling price is king. The share price will boom, sell off your Kossan and switch to Supermax and Topglove to maximize your profit.

https://9shares.my/kossan%e8%82%a1%e4%bb%b7%e5%8e%86%e5%8f%b2%e6%96%b0%e9%ab%98-%e6%9e%97%e5%ae%bd%e5%9f%8e%e5%85%ac%e5%bc%80%e5%b8%82%e5%9c%ba%e5%8d%96%e8%82%a1%e5%a5%97%e7%8e%b0%e8%87%b3%e5%b0%912%e4%ba%bf%e4%bb%a4/

Halo, now is supermax vs harta, kossan is totally died during covid-19, still want hypnosis yourself? Accept facts.

Reply those idiot investor also cant earn any money, better ignore them.

OngKawKaw: please try learn what people comment is it correct or fake? Try go do a research and improve yourself. If you keep like talking nonsense like other, forever you will become poor ppl. You can earn anything, you only can sit behind keyboard and open many fake accounts, comment nonsense and scold people. May i ask this is the life you want? You can see i always ignore those idiot investor that they dont have any knowledge and like to talk nonsense, if you reply them you will same group with them, forever become idiot. What i say, please go research and wait August and September result announced, you will know what i saybos correct or fake. Until now no one can use logic and knowledge comment to refutes me.

Always remember, share price can go how far is depend how good the result. Dont always dream Kossan share price will go until RM100, RM1,000. Dream must be logic, accept the facts. Kossan is always delay company. Extand delay, business too conservative. May i ask this kind of company how to maximize your profit? How? Use your brain and think it.

See back the record, before when i say switch kossan to supermax to maximize your profit is around RM5 to RM6. Kossan is RM7. Now Supermax already RM16.50, Kossan RM13.06. Guys, now you know the meaning of maximize your profit? Share price can go how far is depend how good the result support. The next steps is you will see Kossan share price drop after it announced result at August, because the result cant meet market expectations. Remember, hold big Supermax and Topglove, accept the facts. Switch your money to Topglove and Supermax, you will earn big. Please go see supermax briefing report, director already told you Supermax share is gold. Listen what director told you, Kossan director told you what? Sell the share, selling price wont increase much. Dont fall in love at any company, grab the 100 years 1 time opportunity, dont miss the boat.

Hold tight Topglove and Supermax, after result announced the share price will shoot like rocket.

Mr Jr: you are so clever, Kossan now is most expensive because it dont have strong earning power and strong growing to support. Supermax can hit net profit 400mil above by August result announced and Topglove can hit 1billion (***1 billion), when market drop or correction, the retailer or big funds only will buy Supermax and Topglove to support the share price. If guys wanna dream, please use the result to dream it. Go google search type Bloomberg interview Kossan video and look back the Kossan agm listen clear what director told you. Guys, accept the facts, become smart investor.

Remember, August and September result will told you the facts. If still wanna hypnosis yourself, than please. Money is yours, is very hard to earn. Before invest, please think it first and study deep all the competitors.

Joyvest: after August announced result you will know the facts and which counter will let you maximize your profit. You can try hypnosis yourself until August just wake up judge me ok? I can accept any negative comments with logic and data. If you scold with non logic and non data comment, sorry i will ignore you.

Please accept the facts, become smart investor. Please judge me after Supermax and Topglove announced result ok? I 100% you will beat your face and no things to say. Idiot investor is when director told you the facts you still continue hypnosis yourself, told yourself this all is fake. Halo, how to you become financial freedom?

Omg, Kossan director keep selling the share, non stop. Is it the result cant meet market expectations like Topglove and Supermax?

https://9shares.my/kossan股价历史新高-林宽城公开市场卖股套现至少2亿令/

Remember only focus on Topglove and Supermax.

Remember, vaccine must be approved by WHO. If Topglove really can hit more than 1billion net profit, you can calculate how much the PE it can be press down and the share price can go how far? Yoy still can increase more than 1100% for KLCI big 30 company is very surprising. Selling price every month increase 15% and spot orders price hit 170 USD, buyer already make at least 20% booking, order until 2022, this year second half production increase if not wrong i think is 5b glove. During covid-19 Topglove and Supermax is most benefits because Topglove have the world biggest production in the world. Topglove at least RM30 i think is not a problem.

Hold tight your supermax, wait until August. Supermax share price is gold.

IB and big funds already know Topglove net profit maybe will hit 1bil net profit, that side increase target price, here announced cut margin. History keep repeating, since you want press down the price and keep buying, better you one shot press down and let us sapu better. I think tmr start all the bank will start follow UOB to haircut margin capping.

Stevent: is UOB

Second time show start come again. Here cut margin, that sides increase the target price. I think big shark and small fish story history repeat.

Dear all

Furtherance to the existing control measures implemented on glove stocks, the Company shall further tighten the policy for limit computation for glove stocks wef *16.07.2020*:

1. Collaterised account - 35% discount or _cap price_ of the glove stock collateral, whichever lower;

2. Normal account - clean limit of RM 100k for marginable glove stock and RM 50k for NM2/ NM3. Any excess must be covered by 1x cash and 1x marginable share.

3. Margin accounts: control measure is in placed based on _35% discount or cap price of the glove stock collateral_ and also subjected to existing inhouse haircut by stock category.

4. Call/Put warrant of glove stock have to be cash upfront or supported by sufficient cash collateral

No temp limit shall be given to purchase glove stocks, including Issuers warrant and structured warrant, if above policies are not complied with.
Nevertheless, should you need special discretion approval for your clients who are with strong financial standing, you may submit the request to ED (Mr David Lim and Mr Cheng)/ COO (Loo Chye Seong) for considerations.

Only focus at Topglove and Supermax, remember, August and September we see the result.

Shpg22: please la, mask very easy can make it but glove cant. Please go Google search and study it.

Stockraider: evey industry trend one days will finish. But you need be smart, you need study deep when is the days? But i can told you glove trend wont finish in this years at least. If you always be scare i suggest you better dont touch stock market. When every industry just engine start, you will feel scare and negative thinking the trend will be finish soon. You need study deep, the vaccine no so fast can announced, need apporve by WHO. Why i say vaccine not so fast can find? You can go ask specialist doctor, after that just come and judge me.

Stockraider: may i ask dpharma growth can like glove counter improve more than 1000%? Everyone have limited money (limited money)*****, focus on the best two company Topglove and Supermax and earn big. Why you want buy ten company? Is it like that your portfolio will look nice? Covid-19 100 years one time lock down, please grab this opportunity, dont miss it.

And always remember, Kossan now is most expensive glove company compare Supermax, Topglove and Harta. Because the growth is too slow. Dont see the price and invest the company. Must see the faudamental to invest the company, remember. Become smart investor, accept the facts. Only buy Topglove and Supermax.

Buffet3333: choose the right company you no need scare eat by bug shark, because right company it will came back, have strong faudamental support. You just need be patients and wait only. Supermax and Topglove you wont lose money if you can wait. Only buy:1) The world more production company 2) The highest selling price company. I hope you will get it.

Kossan director AGM already told you selling price wont increase much like comfort, halo, still dont want wake up? Believe me, August you will see it. Kossan result at August 100% poor than Supermax. Listen carefully, is 100%. After result announced you just come to judge me. Supermax and Topglove when drop every 5-10% switch your Kossan to Supermax and Topglove, really dont want wait already, wake up.

Only focus two glove counter, be smart investor, accept the facts. 1) You should focus on Topglove, the reason very easy because it have the world biggest production. 2) You should focus on Supermax, because the selling price is higest, the business model is perfect, direct cut the agent. So the agent fees supermax also earn. Please go study deep the company, than you will know how to invest. Remember, share price can go how far is depend the result how good. Always remember share price need result support. August i estimate Supermax net profit will have more than 400mil, Topglove will have more than billion net profit. You can go calculate the fair price for now is how much. Supermax at least RM24 and Topglove at least RM32. But Kossan? As a smart investor you need maximize your profit and choose the right company to invest big.

Dont forget the big shark and small fish story. Big funds push up Kossan price and let small fish to buy. After that those big funds just can sell it to the small fish and switch money to good faudamental aggressive company like Supermax, Harta and Topglove. Remember, study deep the faudamental of company, maximize your profit.

Harta now like second Kossan, i think harta director already give up,haha

If a people stupid nvm, but if the people stupid and don't want to learn than no help already.

Chshzhd: than you keep hypnosis yourself, continue become poor ppl. This is your choice, no people will force you.

Based on P/E 25 my current target price is Rm 15.00. 

I want to be very safe and conservative in calculating my Target price. I assume the company does not have additional production and it does not increase its selling price for the next financial year ending June 2021, its annual profit will be 4 X 4th quarter PAT Rm 410 million = Rm 1,640 million. 

EPS Rm 1,640 million divided by 1,360 total issued shares =Rm 1.21. 

Based on P/E 25 my target price will be Rm 30.25. 

Based on P/E 20 my target price will be Rm 24.20   which is easily achievable.

Koon Yew Yin 13 July 2020

Currently there are 12,400,000 confirmed Covid 19 cases and 559,000 deaths in the world. The chart below shows there are more than 200,000 new cases daily.  

The Chart below shows that there are 3,097,300 confirmed Covid 19 cases and 132,683 deaths in the USA. The chart below shows that in the US the daily cases started in March and currently there are about 60,000 new cases daily. The US has the largest number of Covid 19 cases in the world.

   

China and many other countries are testing vaccine on humans. It will take a long time for FDA to approve the use of the vaccine and to vaccinate millions of people. 

Due to Covid 19 pandemic, the demand for medical gloves far exceeds supply. As a result, glove price continues to increase higher and higher. All glove manufacturers are taking advantage of the situation to increase their selling price. 

After I read the analyst briefing from Supermax on 5 July I need to update my target price based on page 13 as shown below.    

I refer to the above report, total issued number of shares is 1,360 million. 

The 3rd quarter ending 31 March 2020, revenue/sale Rm 447 million, PBT Rm 95 million and PAT Rm 71 million. The production cost is revenue Rm 447 million minus PBT Rm 95 million = Rm 352 million and average selling price (ASP) is US$ 60.

As shown on Supermax’ briefing page 13 above, ASP for the 4th quarter ending June 2020, the selling price was increased from US$60 to US$ 160, an increase of US$100 which is pure profit because the additional selling price does not involve production cost. 

The 4th quarter ending June 2020, the production cost Rm 352 million divided by 60 X 160 = Rm 939 million which is the revenue/sale minus Rm 352 production cost = Rm 587 million which is pure PBT or PAT Rm 410 million.  

I refer to the table above. The total PAT for 1st quarter Rm 24,747 million, 2nd quarter Rm 30,165 million and 3th quarter Rm 71,065 million. As I calculated, the 4th quarter PAT is Rm 410 million. 

The total profit before tax (PAT) for the year ending June 2020 is Rm 536 million.  

EPS Rm 536 million divided by total issued share 1,360 million = 40 sen.