kyy really hard sell tg...lol..sorry i dun understand his comparison with the price chart...my maths n chart skill no good.

secret...i know it since jun...everyone here knows...lol

ys..CLImax..later super result...super dividend...super bnous...all straight away CLImax..

Calvin sifu...y not change to CLImax...

WOW..annouce bonus b4 result. The result mus be bombastic good!!! Shld be very near to result release.

https://www.klsescreener.com/v2/announcements/view/3195487

good good...I predicted after 15 july got corporate action in jun ....lol in april is SBB... in JULy is bonus ...

MARMA is pushing glove counter heavily...lol...got gomen agenda behind...they want to make glove sector to become malaysia jewel.

Prob...i hope the 13% shortage can result in at least 13% increase in asp..lol

bak to normal 10 sec...rip again...

sifu prob...ok..lets wait it pass TG...

sifu prob...u no need work ah..come out when bursa hang good timing..

nowadays can anyhow stop market one...i am not surpise next month they say supermax n kossan indexed into klci...lol..as long as it serve their agenda ..y not.

bursa is doing charity again...to stop u from selling cheap...

ok...whenever something like this happen ...some big fund wanna book ticket is it...may b ah din also wan add more..

With a strong expected year-end finish for the gloves sector, there is a fair chance the FBMKLCI will see one or two new inclusions: The ground rules state that a non-component stock will be included if it has risen to at least 25th position by market cap. As of 17th July closing prices, SUPERMX at RM17.70 already ranks 20th. Although KOSSAN at RM13.50 ranks only 26th, it might still be admitted by default as the largest non-constituent to replace an outgoing component, if any that has fallen to 36th place or below. KLCCP and GENM look vulnerable given their current 32nd and 33rd positions, respectively.

Wjng666...still the same info. ..lol

1.80 with profit 30 million (QTR 2)
rise to
4.30 with profit 71 million (QTR 3) 2.38x
rise to
16.00 with expected profit 71 x 3.72 = 264 mil (QTR 4) 3.72x

18.00 with expected profit 71 x 4.18 = 297 mil (QTR 4) 4.18x

20.00 with expected profit 71 x 4.65 = 330 mil (QTR 4) 4.65x

22.00 with expected profit 71 x 5.11 = 363 mil (QTR 4) 5.11x

24.00 with expected profit 71 x 5.11 = 396 mil (QTR 4) 5.58x

26.00 with expected profit 71 x 6.04 = 429 mil (QTR 4) 6.04x

28.00 with expected profit 71 x 6.51 = 462 mil (QTR 4) 6.51x

30.00 with expected profit 71 x 6.97 = 495 mil (QTR 4) 6.97x

OBM price 90 98 105 97.67 110.00 130 150 130.00
OEM price 20 30 40 40.00 70.00 85 100 85.00
average 68.83 107.50

Revenue for QTR 3 447,247.00
cost 351,970.00
PBT 95,277.00
PAT 72,411.00

OBM sales @ 40% 178,898.80
unit sold to OBM centre 1,831.73

OEM /OBM distributor sales@60% 268,348.20
unit sold to OEM 6,708.71
total unit sold for OBM + OEM = 8,540.43

QTR 4 (based on OBM/OEM model)
OBM sales @ 55% @ USD130 ASP 610,640.98
OEM sales @ 45% @ USD 85 ASP 326,671.57
total 937,312.56
cost 351,970.00
PBT 585,342.56
PAT 409,739.79
eps 0.315

QTR 4 (Based on Average model)
ave unit sold 6,497.54
NEW sales 698,485.02
Cost 351,970.00
PBT 346,515.02
PAT 242,560.52
eps 0.19

PAT 242,560.52 - PAT 409,739.79 range. AVG RM326mil PAT :)
Not considering increase volume at max capacity.

2721..you so good...i tot u wan to donate the token to me...happy for 2 sec.

To fetch a higher market cap comparable to tg n harta( 38% now),supermax need

1. Comparable proftabilty n margin to tg n harta.(70% to 90% or more )

We will c in nex qtr.

2. Comparable dividend payout policy.
This one a bit lacking.but with better profitabilty it shld improve.

3. Comparable liquidity.
Can be solve with more bonus issue incoming expected.

4. Comparable size n caps.
Super will close up the gap with harta in 2022 with further expansion.
Expanding in caps turn aggressive after bumper qtr n years of obm network expansion.

5. Better appreciation of OBM advantage.
We c more attention n value appreciation in progress now. All skepticism will be crushed with bumper profit.

6. Klci compent index.
Condition has been met and believe end of year will be indexed.

As expected,more n more news on forced labor start appearing on foreign media.
And its a national issue now as political power start intervening.
More fund will flow to supermax now as it is a SEDEX member with ethical practise.
Aurelia will b the better choice for consumer hence better pricing n margin.


Supermax has commissioned and undergone a Sedex Members Ethical Trade Audit (SMETA) audit by an independent auditor successfully and admitted as a member of SEDEX.
SEDEX is one of the world’s leading ethical trade service providers, working to improve working conditions in global supply chains. It provides practical tools, services and a community network to help companies improve their responsible and sustainable business practices, and source responsibly.
SMETA is an ethical audit format which reports on Sedex's four pillars of labour, health, safety and environment in reflecting good business ethics.

Kevin...good ..good..another millionnaire born..lol

Shorter...glad for u to enter at early stage.sunday very free to speak ma.so try to get attention..lol...usually wont care one.

I posted my calculation since april. Most of them came true alto its quite scary n overvalued at that time. Can u imagine i say super rm21 is fair value during may. During that time most ppl say impossible..lol...now may b we can c it by next wk soon. Wonder why u din shout overvalued bak in may.

Sea2sea...use pe 15 more conservative..5 yrs mean. That forecasted profit is for fy21 .take note. 3b to 3.5 bil is safer bet.

That interview haven even taken into consideration of short immunity to covid into consideration.that expert is thinking a permanent immunity from vaccine scenario. Imagine need to take 3 shots per year that is 22.5 bilion shots per yr(7.5 x3) . Only for 1 vaccination program .Only the front liners n the needy will hav access.Human being will hav to coexist with covid jus like other virus flu. In other words, permanent glove demand for prevention and stockpiling.

My target for fy2021 is at least 3 billion ...not 2 billion.2 billion is based on cimb humble estimation.how can supermax only earn 500m per qtr so low..lol.. If tg 2021 profit estimation is 4 billion...supermax at least 70%(h1n1 ratio is 70 to 90%) which is 3 bill. 4 billion for super is also possible.

Ntpboon...cimb is the real humble one. Qtr 4 356m.qtr 1 at least 500m x 4 = 2 BILLION considering asp peaked(unlikely) n no increase in caps(aug got new line). 1.5 billion is too little.

Ntpboon..thank you...不敢当。您才是真人不露相.有门路记得关照小弟。

Now CIMB analyst raised q4 forecast PAT to RM356m !
本来是多少?。original is how much?

wok..also come join crowd....lol

oh shit...my mouth again

now who call sell also no one will sell la...will kena lightning strike then system freeze one.

all the chinese fund wanna teach trump a lesson is it...so come sapu malaysia glove.

henry ...no problem...sharing is caring...also can cross check with all the sifu here for better prediction.

if u want to release result u mus say ah...supermax

take foto...next target parity with TG.

cee jay sifu...tp 50...give u thumbs up..can teach why reach tp50..?

Supermax now is the safer choice now due to sedex member. Tg might get another hit from uk activist so tg investor mus be prepared. Not fear mongering jus be prepared n pls update here also if got latest news coz many here also vested in tg.

With Sedax buy supermax with a peace of mind.

Supermax has commissioned and undergone a Sedex Members Ethical Trade Audit (SMETA) audit by an independent auditor successfully and admitted as a member of SEDEX.
SEDEX is one of the world’s leading ethical trade service providers, working to improve working conditions in global supply chains. It provides practical tools, services and a community network to help companies improve their responsible and sustainable business practices, and source responsibly.
SMETA is an ethical audit format which reports on Sedex's four pillars of labour, health, safety and environment in reflecting good business ethics.

Dun need worry about tg, they will take care of themselves.meanwhile others will be safe due to topglove,becoz setting an example is enuff.they wont kill themselves with further banning of other glove company. If u know the real reason why tg is targetted ,u wont worry for others. So jus relax n do some shopping today to earn money for your wife shopping soon.

Vaness..so naughty..lol...supermax now still light taste...suitable for all ages to try.

Mine is a basic recipe..everyone can adjust accordingly to their taste..lol...

Bzai727..

1.80 with profit 30 million (QTR 2)
rise to
4.30 with profit 71 million (QTR 3) 2.38x
rise to
16.00 with expected profit 71 x 3.72 = 264 mil (QTR 4) 3.72x

18.00 with expected profit 71 x 4.18 = 297 mil (QTR 4) 4.18x

20.00 with expected profit 71 x 4.65 = 330 mil (QTR 4) 4.65x

22.00 with expected profit 71 x 5.11 = 363 mil (QTR 4) 5.11x

24.00 with expected profit 71 x 5.11 = 396 mil (QTR 4) 5.58x

26.00 with expected profit 71 x 6.04 = 429 mil (QTR 4) 6.04x

28.00 with expected profit 71 x 6.51 = 462 mil (QTR 4) 6.51x

30.00 with expected profit 71 x 6.97 = 495 mil (QTR 4) 6.97x

OBM price 90 98 105 97.67 110.00 130 150 130.00
OEM price 20 30 40 40.00 70.00 85 100 85.00
average 68.83 107.50

Revenue for QTR 3 447,247.00
cost 351,970.00
PBT 95,277.00
PAT 72,411.00

OBM sales @ 40% 178,898.80
unit sold to OBM centre 1,831.73

OEM /OBM distributor sales@60% 268,348.20
unit sold to OEM 6,708.71
total unit sold for OBM + OEM = 8,540.43

QTR 4 (based on OBM/OEM model)
OBM sales @ 55% @ USD130 ASP 610,640.98
OEM sales @ 45% @ USD 85 ASP 326,671.57
total 937,312.56
cost 351,970.00
PBT 585,342.56
PAT 409,739.79
eps 0.315

QTR 4 (Based on Average model)
ave unit sold 6,497.54
NEW sales 698,485.02
Cost 351,970.00
PBT 346,515.02
PAT 242,560.52
eps 0.19

PAT 242,560.52 - PAT 409,739.79 range. AVG RM326mil PAT :)
Not considering increase volume at max capacity.

I also embarrass keep posting same calculation...lol

Bzai727..which calculation u mean?

Ceoshare...u so brave. I today also no much time to log in as well. Din bother about the price jus watching all the panic n scratching head.

Trading resume as normal tomolow

Sentiment wise is bad for gloves.
business wise is good for super becoz shortage will spike asp further.and super is the only company that can react immediately to asp spike.super will gain more long term market share as well.

So short term will dump,long term will buy or hold.

The good news is...we r now closest to harta in history..lol

ceoshare yes..compare to other players. Supermax can increse price as soon as market grabbing n bidding for the nex pair of gloves b4 the Super great shortage come.