i mean how to find out from the market?

this one how to know?

freetospeak now the market n fund already not prcing supermax at 5 sen per qtr already. minimum 10 sen per qtr.

potentially RM20... at PE 35... :)

so we are looking at full year 0.52 EPS to 0.74 EPS... wow... !!

if yes, then makes sense... and 1b is it net profit or pre tax profit?

1b is it 1 year profit?

always discount abit... like 20%... :)

freetospeak My 1 billion annual profit prediction...is not a dream anymore...SUPERMAX good job.

1) they have many independent distributor

2) Extra capacity in future - no problem... building up another distribution in Korea...
https://www.instagram.com/p/CAhb_28lYTy/


notformoney Many of their 50% OEM customers are exasperated by their aggressive price increase. However, Supermax management is ready to move ahead with more OBM market share of 90% during this once of the life time opportunities. So expect all OEM customers will leave Supermax after pandemic.

@pang, @kim, @maxam, @freetospeak these are some of the nice and humble sifu... kudos to them... listen to their positive analysis...

many humble and down to earth sifu here in supermx... already showed u the calculation... u all listen to talib, gooshem, joyvest pula...

3jrockie should listen to positive people. regret did not go in when it at low price

wah this could up 3 gap up ler...

zhexiangxd c88 limit up haha. if today close above 6.5 c88 gonna gap up again tomorrow

@engineering... how do u know?

@dynasty, can send me pdf too? Thx

@YTH, how much do u purchase per box of gloves?

becareful of Hang Seng in June... and USD to MYR in June... :)


freetospeak when hangseng goes down to lower low in march all will follow.

Hi, Anybody has the chart for 2009 / 2010 supermax? I want the chart at that time without all the split/bonus adjustment etc... Actually i remembered seeing it went to as high as 12... but when I clicked most of the charts and do away with split/bonus division etc... I get only 7+ peak... if anybody has the chart (raw) i'll appreciate... :)

@freetospeak, here's Kim Sifu article in case u miss it....

https://klse.i3investor.com/blogs/spartan/2020-05-22-story-h1507777899-THE_BIG_4_GLOVES_YOU_WONT_GET_CHEAP_ONCE_YOU_LETS_IT_GO_NOW.jsp

>> freetospeak Thanks targeted. I am looking forward to kim sifu article, he say will release .also no c.go raya celebration already?

Yes, this is true... i can't find other export data as well... not even UK...

freetospeak Targeted, there is no export data readily for free on market to others except to US. But the US export data represent 60% of total export of supermax.So if export to US gonna hit all time high from apr to jun.rest assured other place is the same.

Yalor... anyway, he is US division President... so he knows how good the business in US is.... :)
must be very confident with the business....

pang72 21-May-2020 Acquired 40,000
Registered Name Tan Chee Keong
Nature of Interest Direct Interest
Nature of Interest Direct Interest
Shares Ordinary Shares
Reason Acquisition of Shares

DIRECTOR BOUGHT IN YESTERDAY.... HAHAHA...

SO, 5.40 CLOSING PRICE IS A GOOD BUY INDICATED BY INSIDER..YESTERDAY

SUPERMX REALLY FLY NONSTOP NEXT WEEK

long journey indeed....

pang72 Congrate all my friends.. Indeed another good days..
Long journeys to go... Huat till xiao!!

@free, topglove usually 15 to 18 June

Maybe Joyvest know that pple now can gamble with this method?

https://ibb.co/vdhm9Ct
(Image)

Maybe he is supplier of plastic?

@free, let me some time to detail the business as how I see it... or calculate... wait first...

chief999 also share same view with me on the contact lens...he is very interested in that portion as well.my b he can shed some lights on this part as well.

u read all reviews... most pple now having happy eyes... due to comfort in the lens design...
1) well thought out design
2) Online delivery @ ur own schedule
3) Price is best
4) Only one of few to offer toric daily lens

https://aveovision.com/reviews/

Soon, they will be the most popular brand in US... once they got approval in China, will start the 10 years expansion to 1 billion lens....

true true...

freetospeak stanley tai is really one genius for expanding in OBM n contact lens. he had the future 10 yrs expansioon road map established 5 yrs ago.

Wow it says still a discount...

 It continues to be a laggard play, trading at a 45% discount to the Malaysian glove sector’s average CY21F P/E of 35x, while it has the highest 3-year EPS CAGR of 21.2% (vs. average of 15.6%).

Where? I think they said capex 700million until 2022... so not 700million per year... thinknspread out to 2 years

Management guided that next quarter profit alone is 700 million, which is equivalent to 7 years profit...U think about it..How much it should worth

Yes, biggest producer usually will benefit... they are very diversified - in terms of factory to factory location (no close by for lesson risk), types of gloves diversified, OEM, OBM, online, access to China...etc...

Energiser Chief999...agree next star after Supermax is Topglove as their pre Covid capacity was circa 80+% to now 90+% nearing to full capacity so they have the advantage of free capacity for the explosive growth in demand.

Pang, Topglove will benefit, coz the June report is Feb March and April... April being the peak of the event... i think....


pang72 Kossan good result has yet reflect like Harta..
Wait for next quarter...

Next Superstar is Top Glove...

If this one show double profit..... Trump also can't press down top glove rocket to launch...

bcoz most pple no trouble to huat?

pang72 Glad to see so much investors are happy and align the view that Supermx is the best..

This is rarely seen in i3... No fighting..

Kena pressed down by AngMo distributor... haha... supermax can control its own pricing becoz it is OBM... the rest is OEM...

Jack Khan Wow Kossan Revenue 611m but PAT only 65M compare to Supermax 447m but PAT 72M so much different !

No wonder, Kossan Boss do a Youtube promotion recently... haha... takut already... now becomes no. 4 instead of top 3 gloves.... :)

pang72 Xiao liao...

Everyone would like yo witness Supermx overtake Kossan...!!

wah Kossan running very hard, knowing supermax chasing at its tail :)

yes, limit up :)

And supermax is well positioned to have this second business ready and running... to serve the world

Ok. Tell u guys one more surprising thing... once lockdown over, most pple will suddenly realise... eyesight became poorer etc... why... during lockdown many pple use smart devices... glasses and contact lens will be the next wave for the next 10 years...

Brazil - 200million population
Indonesia - 200million population
Mexico - 126million population

Indonesia
https://www.nst.com.my/world/region/2020/05/592987/indonesia-covid-19-death-toll-may-be-three-times-higher

new all time high Brazil

https://twitter.com/ghoeberx/status/1263244416812224513/photo/1

BREAKING: Brazil reports record 19,951 new cases of coronavirus and 889 new deaths, raising total to 291,579 cases and 18,860 dead https://covid.saude.gov.br

https://twitter.com/BNODesk/status/1263241117547614221

Not yet, not enuff retained earnings....

lcs13579 Company got announced bonus to be issued?

what software for hourly chart? need pay?

Maxam Looking at hourly chart, a flag breakout is in the progress. May reach 5.70. just a will guess. Let's see....

@coconut... u know why?
1) Malaysia gloves mostly FDA approved - real medical gloves...

2) I have info on customers from China purposely ask for Malaysian gloves... u know why - they don't trust their gloves.... Most are NON-MEDICAL GRADE GLOVES... ONLY MALAYSIAN GLOVES take trouble to approve medical grade FDA approval. But when we contacted malaysian glove suppliers, they say cannot supply liao... waiting list next year...

3) TRADE WAR 2.0 coming... US ALREADY START TO DELIST CHINESE STOCKS... so later no more Chinese gloves to USA... only MALAYSIAN GLOVES...
https://www.marketwatch.com/story/senate-could-vote-on-bill-that-could-delist-chinese-companies-from-us-stock-exchanges-2020-05-19

4) Last time China gloves can still divert trade to EUROPE, but this time cannot, why? EUROPEAN also look for MALAYSIAN GLOVES which is medical approved...

5) 300b Worldwide Glove capacity/demand suddenly becomes - 195b only can use... why? bcoz only MALAYSIAN gloves pple want... which is 65% worldwide production.... so what it means is MASSIVE SHORTAGE of usable GLOVES.... for protection against virus... COVID, H1N1, etc etc... and possible mutated COVID next year...

EatCoconutCanWin a lot investors is looking at malaysia gloves counter. China maybe will play a big role.

now question is 750million capex - is 3 years from 2020, 2.5years from 2020 or 2 years.... lets say capex is 2 years, then 375mil capex / year... why this is significant?

Usually Capex per year for supermax is RM120mil... now it's RM375mil per year... that also means cashflow has increase by 3 times...

So think next quarter should be minimum RM100mil net profit... 3X the RM30mil net profit last time....

@Bullballs, that's why me and @freetospeak we discount some percent... RM100 to RM120mil is good enough...

Bullballs freetospeak, based on shipments data does it means sales already double for this quarter so 150m is no problem?

@freetospeak... okok... i saw ur previous comment... too many comments today... too hot this forum now.. thx

to @freetospeak

can teach me how to search this info? msg me directly.... thx

freetospeak already 1500 ton now , increase another 300 ton from last wk.

"Currently my investment is 70% on Comfort and 30% on Supermax. I am not sure which has the better profit growth prospect in future."

hahaha.... i dont know this is a hint or what... so obvious by KYY...

haha, Kossan also rushing to surge up... coz soon will be overtaken by Mr Superman.... :)