天之道 损有余而补不足 是故虚胜实 不足胜有余.
Sometime its good to be second best or third best.

Tg is probably targeted not becoz of labor issue. Labor issue is jus an excuse.

20202030...no supermax not affected. I already warned foreign media like eu might echo us counterpart. Hope tg can resolve this soon.

Supernewbie...dun understand the deduction of qty part.i tot i added 15% sales tk reflect higher volume? Mine is jus a guide.how much inventory sold is hard to estimate so i left them out for surprises n to be conservative.

Ninja...the unit sold in usd or rm doesnt matter, as i am trying to find the factor only.not the exact unit sold.so in rm or usd doesnt matter. Yes , ur method can be used as well. Mine is jus a guide for others to ponder on.thank you very much. May b u can put your calculation as well .

@bzai727..freetospeak is the real back side in this forum...lol...

@sillyong..what do u mean what freetospeak mean in Topg Vs Supermx PE?

yes.15% added to sales...due to added caps and 95% unitilsation.

dun mind its freetouse...dun even need to put my name ju treat it as yours.

if possible..try ask your mlm members to c together. the reverse will hapen even faster.

whenever u r depressed with the price..go c freetospeak blog profit forcast. the more u stare at it..the more u can hypnotised yourself. and u will beleive in it. and the falling price will reverse.

this type of standard how to open class...lol

steady la...its time to correct n collect..jus let those want to invest a chance to come in ah. if harta still green y worry.

meanwhile for newbie

SUPERMAX_QTR_4_RESULT_FORECAST

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510661083-SUPERMAX_QTR_4_RESULT_FORECAST.jsp

SUPERMAX EX BONUS SCENARIO N TOPGLOVE EX BONUS SCENARIO

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510637954-SUPERMAX_EX_BONUS_SCENARIO_N_TOPGLVOE_EX_BONUS_SCENARIO.jsp

i am no.3 here..take foto 1st...freetospeak sifu...good reference for newbie...i support u forever !!!

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510661083-SUPERMAX_QTR_4_RESULT_FORECAST.jsp

UPDATED FORECAST...for public reference. dun need keep pasting here.

If working well, next time can invest some time to post some useful article. if not working well then forget about it. waste time.

zzzz52..wanna test water...c how the blog system works here.with 2000+ pageview still not yet on top 10 article. so need to repost again to stay afloat...lol...also for referrence purpose.

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510637954-SUPERMAX_EX_BONUS_SCENARIO_N_TOPGLVOE_EX_BONUS_SCENARIO.jsp

for new comer . pls take a look.

jay3..good calculation...btw do i need to press f5 to go upto top 5 post.

wok sifu ..great article.

Do i need to keep pressing F5 so that my blog can b on top 5.

prob..that means obm is worth another 30 billion capacity to supermax. and it is not valued by the market.

Our new TP reflects 19x FY21F P/E, which is at a 35% discount from the sector average, due to its smaller market cap and lesser liquidity.

that means after bonus is 21.80 x 1.35 , is it? = 29.43

TGbee..thanks its worth a second read..especially the comment below...wink..lol

nowadays do blog not easy ah..somemore hav to go put good comment on own blog.

freetospeak sifu...good article ...and great analysis...thanks for sharing..i support u forever..!!!!

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510637954-SUPERMAX_EX_BONUS_SCENARIO_N_TOPGLVOE_EX_BONUS_SCENARIO.jsp

hope my blog can save some rash n uninformed investor fro selling cheaply. thanks for all your support.

zzzz52...i jus dun wan uninformed newbie to sell cheap their share. meanwhile ...pump a bit...wink..

forgot cannot like myself..lol

nobody like my blog ah...nevermind i go like myself..lol

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510637954-SUPERMAX_EX_BONUS_SCENARIO_N_TOPGLVOE_EX_BONUS_SCENARIO.jsp

help push to top ah...lol..let more ppl aware

ntpboon..thanks for reminder of klci indexing.

Calvin sifu...is SUPERcliMAX now...!!!!

if super is klci index at least pe 20.

https://klse.i3investor.com/blogs/freetospeak/2020-07-21-story-h1510637954-SUPERMAX_EX_BONUS_SCENARIO_N_TOPGLVOE_EX_BONUS_SCENARIO.jsp

Posted this so that interested parties can c.
Dun need keep reposting.

yahoo128...this calculation already factor in the bonus issue eps n tp.
This is a ex bonus scenario base on current market price.

If Tg 7.6 b share make 4 bil profit as estimated by cimb for fy21
4/7.6b= 52.6 sen
Tg pe 25 (5 yrs mean) = rm13.15
From (24.82/3) 8.27 to 13.15 = 37%

super can make minimum 70% of tg 4b (base on h1n1 history of 70% to 90%)
2.8b /2.6 b= 1.07eps ,pe 15(5yrsmean) = rm16
From (18.4/2) 9.2 to 16 = 74%

Yahoo138...high risk high return...stable return stable heart beat...may b 80 20 split ,your heart can tahan better..lol..up to your risk taking ability really.

If Tg 7.6 bill shmake 4 bil profit as estimated by cimb for fy21
4/7.6b= 52.6 sen
Tg pe 25 (5 yrs mean) = rm13.15
From (24.82/3) 8.27 to 13.15 = 37%

super can make minimum 70% of tg 4b (base on h1n1 history of 70% to 90%)
2.8b /2.6 b= 1.07eps ,pe 15(5yrsmean) = rm16
From (18.4/2) 9.2 to 16 = 74%

Base on above calculation, i think i shld add super on weakness n hold tg.

@gloveinvestor....good writeup. Supermax as a sedex member hopefully will fall under the radar of ESG fund .

The most important is profit profit profit...lol..faster release our qtr 4 result.

Lets open our armoury to welcome kyy follower selling ...got ppl sell cheap dun waste the chance.

Well said sifu wok.

Bzaiu27...err..i also state facts for own interest...lol

Nevermind la...jus dun sell cheap to him can already.what he want to do is his freedom.jus trust in your own calculation if u think is better than him.

Top glove got plant in jiangsu..i hop the flood not affecting the production.

prepare to sell TG on strengthh n buy bak supermax..that is his underlying message.

if i sell super i also will buuy bak super bak at cheap...y go chase more expensive TG after push up by kyy...not ratinonal..

if everyone sell supermax go topglove then he can sell tg n come bak in supermax again...lol

thats why super can rise 10x...becoz super is grossly undervalued to start off. his comparison is really baseless.

if everyone goes TG it will become expensive... then he will come bak supermax again...becoz it is cheaper...lol. For his info TG is 3 x bigger than super not 2x.. but super still can earn better profit in eps than TG. becoz TG got 2.6 bill share while super only 1.3 bill...while super can earn 70% to 90% of TG profit during h1n1. this time it miay b even better. Super eps will be better.