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2020-07-26 11:01 | Report Abuse
Maxam..my info not classified la..it more classified bak in april n may...lol..now everywhere also got.
2020-07-26 10:19 | Report Abuse
tiantsai...i no intention to write more blog la...limited edition..only when i feel impulsive then i write..that few days of the month.
2020-07-26 09:58 | Report Abuse
thanks prob and armaco. i am ok they block it la. next time i will post more...lol
2020-07-26 09:49 | Report Abuse
they think too much. all these numbers are all over the place. all sifu also got.
2020-07-26 09:48 | Report Abuse
i feel so honored...lol...i one ikan bili and nobody
2020-07-26 09:46 | Report Abuse
they r adding more weight to my words by removiing them without valid reason..lol
2020-07-26 09:37 | Report Abuse
they so afraid what i post ?
2020-07-26 09:37 | Report Abuse
i3 block my comment...lol
2020-07-25 18:49 | Report Abuse
if they pass the rule...asp gona go up another 20% at least...another usd40 ....another 700 million profit added to bottom line...数钱数到手抽筋。。。
2020-07-25 18:18 | Report Abuse
Has the Government formed a view on the purchase of gloves stock ? ...the os in their mind.
2020-07-25 18:16 | Report Abuse
b4 they pass it. they will be buying up all the glove stock they can buy .
2020-07-25 16:32 | Report Abuse
Ah..lanesra sifu..nice to c u here..tg n super hav both their strong point. Its jus that super is more undervalued from the start .whther continue to be undervalued we will need to c in next qtr profit.
2020-07-25 16:28 | Report Abuse
True..can b applied to others. Since market think super result is still 1 month away.they will priotise it for other stock to buy 1st.until they r caught surprise again.
2020-07-25 16:14 | Report Abuse
Careplus price also not flying until few days ago...so u can expect same to super...n super price run up so fast during last 2 wks..already show that insider already keep picking up stock.
Mercantor price gap up 80% after result release..so dun assume the price now is reflective of super result.
2020-07-25 15:09 | Report Abuse
So my expectatipn for harta is 1.2 bill profit vs super 400m.
2020-07-25 15:07 | Report Abuse
Same to tg...if they cannot make 3 x of super profit like precovid then either tbey are overvalued...or super is seriously undervalued.
2020-07-25 15:06 | Report Abuse
Harta need to make 3 x of super profit to be worthy of that market valuation.
2020-07-25 14:50 | Report Abuse
Prob...well said...market under appreciwte supermax market value.it shld be 50% at least of tg. It will be reflected in profit when super can deliver 70% to 90% or even more of tg profit. If demand more than supply. Doesnt mean they can cut off distributor network .if that is the case. Harta n kossan wont be so priced lower than supermax.becoz they can sell direct to customer they are already obm players commanding profit margin from usd 23 to usd 190 for all their capacity.
Even tg cannot do that.they got thousands distributor.what they can do is negotiate beter price every month. For super, there is no need to do so becoz from day 1 they already can quote much better price thru their obm network.
Precovid super only got 30% profit of tg.hence fetching 30% market value of tg is correct.
If super can fetch 70% to 90% or more of tg profit. It is too undervalued for a same 30% tg market value standing.it shld be at least 50 to 60% of tg value.
2020-07-25 07:10 | Report Abuse
2721..i only own super..becoz i counted super price performance will outperform tg in big 4.so i all in super from the start.if tg rise 10x to 45 super will rise at least 15 x To 30. If super indexed or earning surprisingly good might even rise to 45(22x) parity with tg.so i stay in super. So far my return is better than invest in tg from the start.
2020-07-24 22:48 | Report Abuse
For careplus operation wise is 4.1 x. Super with obm 6 to 10 x is justifiable.
2020-07-24 22:26 | Report Abuse
i only go to orang kaya...uhnw...mus go to 1000
2020-07-24 21:55 | Report Abuse
Stock: [SUPERMX]: SUPERMAX CORP BHD
Jul 22, 2020 10:33 PM | Report Abuse
supermax got 6 billion gloves per qtr.
every 10sen or USD23.00 increase will fetch additional 600 mil profit.
now usd160, if mom increase15% price= USD24.in july, another US$24 in aug, another USD24 in sept.. total wlll be US$50 avg for next qtr.
meaning additional 1.2 bill profit.
less 30% = 840 million net ADDITONAL profit.
U think crazy is jus becoz u haven seen asp increase to that level.
If TG can giv forward guidance of 25% increase mom.
Nothing wrong with super 15% increase mom
affin hwang giv tg 5 billion profit..super can easily match 70% @ 3.5 billion. eps =RM 2.70 , pe 40 also can get tp 108.00 . within my expectation. My friends ask me to write a blog to show
"CAN SUPERMAX BREAK RM100 !!!"
My answer is if TG can SUPERMAX also can.
24/07/2020 9:53 PM
2020-07-24 21:17 | Report Abuse
super legend yew also very supportive in supermax..i thank you very much for your good calculation .
2020-07-24 20:53 | Report Abuse
If usd 100 revenue shld be around 2.5 billion pat is about 1.4 bill...its a bit crazy...u think ppl can beleive...thats why i never post such figure on blog...
2020-07-24 20:50 | Report Abuse
Zzz52...no per qtr...dunno which qtr only...
2020-07-24 20:44 | Report Abuse
Using asp usd40..already can get 1bill revenue.
2020-07-24 20:43 | Report Abuse
Billion profit handshaking club .....reappear
2020-07-24 20:32 | Report Abuse
When careplus rise 10 super n tg will b 100
2020-07-24 20:32 | Report Abuse
If tg can 100, supermax also can.
2020-07-24 19:44 | Report Abuse
Supermax already spotted in uni campus...so anxious to show its taile already...lol
2020-07-24 18:54 | Report Abuse
yahoo128...jus hope for the best...at least something to be happy for over the weekend..lol
2020-07-24 18:43 | Report Abuse
ready for billion profit per qtr...lol
2020-07-24 18:38 | Report Abuse
clap clap congrats careplus...very good earning...supermax will be even more explosive.
2020-07-24 16:40 | Report Abuse
cjp74132rn...hows your place..heard victoria lockdown. ok at your place?
2020-07-24 15:06 | Report Abuse
usually superman is reserved to save the world one...
2020-07-24 12:48 | Report Abuse
impairment loss 200m...@_@ ...not enuff to make super gointo red...becoz they got 1 billion profit -200m still got 800m ma...lol
2020-07-24 11:46 | Report Abuse
got insider news...no need so much indicator or sign. If still need sign n indicator means u r still guessing.
2020-07-24 11:14 | Report Abuse
market will adjust to nuuisance...he will move to other place when he c no business here...
2020-07-24 10:42 | Report Abuse
if like that also cannot tolerate..how to play share..lol
2020-07-24 10:42 | Report Abuse
i am not against creating group...but if your intention is to get away then the intention is wrong.
2020-07-24 10:40 | Report Abuse
y need to create group ..no need la..face the reality and dun escape from it. when u watch youtube also got advert.
2020-07-24 09:19 | Report Abuse
from1to10...who say result out...this is so early...lol
2020-07-24 08:32 | Report Abuse
If tg going to 100...i think bursa top 10 list will be all glove stock...lol..rename it gloves index of malaysia.klgi
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-07-26 11:10 | Report Abuse
Just like u dun need a bed of football size field.you r rich when your heart feel content.freedom from life n death is my childhood wish. But i can start from free to speak.