Maybe next time b4 we comment, better to put disclaimer as invest, trade short term mid term etc...

Havent visited barber... Do they use gloves now?

We only listen to Kimstockwatch not Kimgold

Same as US hospital, not covid patients, but normal patients who are sick come to hospital after lockdown.. Glove usage is unprecedented

Actually if u have frens work in hospital, ask them now.. They are super busy, why? Coz after lockdown all patients of other sickness resume their medical appointment.. Now the glove usage is flying to the sky...

Myamoto, south africa, mexico, brazil, iran 2 d wave, bulgaria second wave, india... All these countries... Heard also chile coming up coz southern hemisphere now winter

@free, correct... And 3 to 4 factories build at the same time... 700mil capex means super good profit.. This one tips taught by BURSA circular earlier.. Dont listen mou... See their capex..

If June is the start of dollar king again, where will one run to? Either cash or gloves... For funds, they cannot run all to cash, coz its their mandate to maintain above 50% in equities... Some 70%... Let us see this June macam mana... Any news from malaysia about re election lar, US problem lar EU problem lar... Etc will make US dollar stronger...

Like that analysis from @freetospeak makes sense... No wonder director still buying at 7.7...

Wah, supermax going high tech, high margin technology advancement innovation product... Custom fit 3d mask... Nice

Or maybe 2 weeks time

Why everyone looking at the indices, USD had started to move up slowly.. By next week we should see some uptrend usd movement soon... Hooray to glove stocks again...

Wah ms YTH 2/4 mil play everytime ohh.. How can say new ler? Everyone is entitled to their opinion..

Yes correct..


KcZz0ngMali march 18 crash, gloves stock crash 10% only. hahahha, why need to panic.
12/06/2020 9:16 AM

Kudos

@cloudboy, we just had fantastic run in US stock running from 5+ to 40 ler during March.... due to covid... this company is n95 supplier...

https://stockcharts.com/h-sc/ui?s=apt

ok, that means 1.7b X 2 = 3.4b revenue... about there...

lets say worst case for supermax... is in btw Q3 and Q4 of topglove... that means btw 40% increase from Q2 and 183% increase from Q2, we take 111.5 increase, means 2X... so calculating supermx from 447m X 2 = RM894mil revenue... wah, same calculation as u ler... means profit 300+mil ler... if they sell higher ASP, would imagine this figure even higher... :)

take ur figure 380mil PAT = 27.8 cents EPS per quarter paling kurang... fuyoh

@freetospeak, double sales is it reference from 1.2b or 1.7b? 1.2b reference to Q2, 1.7b is latest Q3.... if reference to 1.7b, hoseh liao... very big margin...

nolar... this corporate exercise has been going on for some time... 2.7mil shares conversion is very little compared to the 2.6b shares in the market...

double

fuyoh.. doube...

It sales would likely double in its current fourth quarter, driven by higher average selling prices (ASP).

haha... pang is here... no wonder...

Wah dhnn... Banyak bagus ur thinking... Haha

For 200mil profit, eps already 15 cents... Times 4... 0.60 paling buruk eps.. For whole year... Walau

Yes freetospeak... Paling buruk 200m... On the other hand sky is the limit

maybe everything Singaporean do, they always convert from RM to SGD... that will make the amount smaller...

trylearn123 singapore tg ppl unhappy???

see freetospeak long term...

Topglove result is 40% increase in revenue - maybe:-
1) 10%MOM increase asp March
2) 10% MOM increase asp April
3) 10% MOM increase asp May
4) 5% increase capacity ?

maybe this is how it arrives...

if anyone wants to bet, not much to hoot, our fren Charlest can provide loan... cheaper rate than most along...

notformoney Anyone want to bet if Top 5 match exactly as state above. Payout ratio is 1 to 10. Price at Dec 31,20

Power of ASP... only OBM can reap this benefit the most :)

freetospeak did i say fair value for supermax is rm21 bak in april...1 billion profit is it coming soon?

topglove EPS up 4.5X QOQ... :)

anybody can find out the amount of gloves topglove shipped for March April and May?

haha YTH, already start shopping houses :)

ok, this C79 is MACQ, no wonder... sell down is so aggressive...

looks like C79 will expire soon in this month...

Kim's word is light in the tunnel... very reassuring... :)

if in topglove report even mention anything about current and future spot ASP price, then supermax will become superman again...

flush down to close the gap @ 8.20... :)

Release early means too eager to show the world...

Yes, history suggest qoq and yoy beat is usually for the early result release.

yes correct, another 2b...

if based on latest supermax briefing, product composition should be:-
1) 83% nitrile (latex powder free all converted to nitrile since march)
2) 14% powder latex - this should be to emerging market
3) 3% surgical glove

so it's 83% nitrile not 63% nitrile glove production now.... should be 20b or more nitrile glove capacity per year now with COVID 19...

lol...

apply along... Charlest has additional fund... haha... he wants us to hoot more...

can can... give me ur email... will apply soon

Charlest, maybe need to borrow from you ler to hoot... simply say hoot u can, but us need borrow more from you Ah Long... charge low low interest yah

i think they scared of charlest already, always complain IB slow to react to give TP... one shot give high high, no need to keep revising... :)

freetospeak chief999...if TG is 35.. supermax at least 20 already...lol...now i say public bank is one HIONG HIONG ib like charlest..lol

Topglove use public bank is it? looks like they know so well... must have seen the account transaction in/out... 35 TP... goodness...

goreng_kaki KUALA LUMPUR (June 11): Public Invest research has raised its target price for Top Glove Corp Bhd to RM35, a potential of 100% gain from the last trade price RM 17 previosly, on the ground that there has been a recent rise in ad hoc and spot orders by government agencies needing urgent deliveries.

ini kali lah!!!

wow, a lot of increase...

freetospeak Supermax Healthcare Inc imported from supermax

Jan 527 ton
Feb 440 ton
Mar 414 ton
total 1381 ton

Aprl 666 ton
May 1264 ton
Jun 287 ton upto 8 jun 2020
total 2217 ton

increased by 60% to date

https://importkey.com/i/supermax-healthcare-inc

haha no nuclear, bcoz he said he monitor container, i just want to say is there are some by lorry truck sent to KLIA to fly... so it's hard to know the exact spot price being sold...

freetospeak chief999...288 mil..still low ah...u want to take out the nuclear weapon estimation is it...lol