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2020-07-11 10:52 | Report Abuse
If 30yrs legend say 488 mil u mus listen...stanley n lim r friends too...tg 350m ..then super 1 bil...u think look nice or not.
2020-07-11 10:11 | Report Abuse
If those kossan brothers took my advice sell 1 kossan at 8 buy 2 supermax at 4 in may.now they already turn 8 into 27.24..n possibe into 48 later.
2020-07-11 10:00 | Report Abuse
Aramco..yes.i read that. Infact its the same info in uob report released a few days earlier. So not much surprise to me. The only more additional info good to know is the 160usd price in jun. I also able to calculate more than billions profit per qtr bak in may 21 analyst report. But u mus apply 50% discount toit due to many factors. The asp is jus a guide. Price for other region is not so high.so it will pull down. Some centre in brazil n canada is not 100% owned so mus discount. Oem caps from 30 to 5 is down gradually from mar to may.only jun is full 5% 95% oem.so must discount.might hav delayed billing n accounting in sales must discount.n many others ...etc.
U must understand obm is already selling at 70 to 90 asp precovid. So the obm cost is also high so must take note.
I took in many factors to compute my number so that it wont be too far from releastic.i check with many friends too and some hav glove industry knowledge to help verify.of course it can be billion profit too that i agree becoz that is the best case scenario.
I ALSO HOPE IS BILLION PROFIT AH...!!!
2020-07-11 09:08 | Report Abuse
Weekend is damn free to speak...lol
2020-07-11 09:07 | Report Abuse
Super 1/3 size of harta n tg can earn same profit. super 50% discount to tg n harta is quite cheap. Market only giv value to supermax manufacturing op. They giv little value to distribution ops.
2020-07-11 08:59 | Report Abuse
billion profit per qtr , notnreally practical la for this qtr 4 becoz management oledi said got oem low price shipment until may. But for qtr 1 and 2 chance is high. If qtr 4 is 400,qtr 1 will be 700m at least,qtr 2 will be 1b becoz asp will only peak in july next yr. So the profit is the same range with tg. In that case 50% market cap of tg is very reasonable.
2020-07-11 08:36 | Report Abuse
When ppl bot tg at 13+. They also tot 24 is very far away. But it is reached within wks.
2020-07-11 08:35 | Report Abuse
Then it will be tag to tg price as i expected. 50% of tg or harta market cap.
2020-07-11 08:33 | Report Abuse
If qtr 4 profit is 400m+ as market rumours. Then pe will drop to 40 if price reach 16 b4 qtr result.
Kossan pe is 60+. So it is possible to rise to 60 again to reach 24.00.
2020-07-10 20:34 | Report Abuse
More n more billion profit handshaking club members....since may...lol
2020-07-10 16:39 | Report Abuse
seems like all shoppers walk in to Bursa shopping mall to shop for gloves only. other product they dun wan.
2020-07-10 16:36 | Report Abuse
all those fund dun wn ppl to buy bak ah...seems who throw they buy ...take profit they buy...unlimited fund...
2020-07-10 14:58 | Report Abuse
during may when kossan was 8..supermax was 4...i say if i got kossan i will sell 1 kossan buy 2 supermax. i think may b i will c 1 supermax can buy 2 kossan in future.
2020-07-10 14:35 | Report Abuse
poor Lanesra sifu..he very sayang freetospeak one..
2020-07-10 13:49 | Report Abuse
Kossan asp increase abit slow ah...tg is the aggressive one among oem. Super no need say like black panther predator.
2020-07-10 13:43 | Report Abuse
Dun involve me ah...i am innocent...lanesra sifu...nothing wrong la...he jus say sell only ma...even if he really wan collect cheap also natural ma. Somebody traders , someone long term all ok la. All making supermax hot ma.
2020-07-10 11:59 | Report Abuse
got time sure can slowly up la...no time how to slowly up...
2020-07-10 10:42 | Report Abuse
Chief...wah ..u plan everything already ah...
2020-07-10 10:16 | Report Abuse
last time TG 13.48 time ...ppl also click buy with trembling hands...now they also wanna click sell with trembling hands...dunno want to sell or not.
2020-07-10 10:01 | Report Abuse
if TG price is 13.00 now ,will u buy ?. but y super 13 ppl think is expensive. wait til super peg to tg price one day. It will come when it is listed on KLCI. This is wat i saw in my prediction la...can be very wrong also.
2020-07-10 09:46 | Report Abuse
chief...they will cut power supply la like u said..lol
2020-07-10 09:44 | Report Abuse
looking to the day super will be peg to tg price...lol...still long way to go.
2020-07-10 09:38 | Report Abuse
the fair value of supermax will be 50% of TG or Harta caps. So eventually super price will peg to Tg price. TG 20 Super 20, TG 30 ,Super 30, TG 40 Super 40.
2020-07-10 09:36 | Report Abuse
Mtrade..look at the price now..u think wat the price b b4 qtr4...300-400 m very likely.
2020-07-10 09:35 | Report Abuse
they can always sell to other country if us dun want...lol
2020-07-10 09:33 | Report Abuse
Do u know that if all the oem manufacturer increase their asp...the obm pricing will also increase proportionally. so obm profit will be even higher.
2020-07-10 09:30 | Report Abuse
US is not short of money they short of glove.want more glove print more money...easy.
2020-07-10 09:29 | Report Abuse
may price is 150...jun is 160..if every month add 10USD ..aslo a lot.
2020-07-10 09:27 | Report Abuse
degaht...asp pricing projection is based o uob latest report . 10% increase mom on obm price is based on that. it is possible the price to increase to usd300 becoz spot already usd 200 now. n flu season not here yet. PEAK asp will b reach in JULY 2021 . JUs estimate with asp increase projection.
2020-07-10 09:20 | Report Abuse
If every month increase 10% ON US$150 (MAY PRICING) usd 10 to 15 per 1000 (OBM pricing)
Every qtr avg usd20 asp increase per pcs= 8.6 sen x6 bil =516 mil x 0.7 PAT= 361 mil ADDITIOONAL per qtr
If qtr 4 is 400m eps =30.7sen
qtr 1 will b 736m eps =56.6sen
qtr 2 will be 1.122b eps =86.3sen
qtr 3 will be 1.483b eps =114 sen
total 3.741b eps 287sen
pe 15 = rm43.05
2020-07-09 20:39 | Report Abuse
Oem from usd23 to usd100 is 430%. Other company is 10% mom....how to compare.
2020-07-09 20:38 | Report Abuse
Oem price already usd100...all other glove company can only get usd100 oem next yr july. U think super or not. 1yr earlier than all glove company.
2020-07-09 18:36 | Report Abuse
2721...when my friends here alot of money is my greatest celebration and happines ah...i dun drink smoke eat durian eat lobster abalone...nothing to celebrate with also. Watching comedy with my wife is very happy celebration...lol
2020-07-09 17:56 | Report Abuse
2721...so fast celebrate me...still long way ah...usually i will not celebrate la...jus take it as normal earning only...bak to detachment...lol
2020-07-09 16:59 | Report Abuse
i think i am the only one ALLIN SUPERMAX 1 glove stock holding until now...lol
2020-07-09 16:06 | Report Abuse
fightingdragons ...27..more n more daring numbers liao...lol..but i like
2020-07-09 16:05 | Report Abuse
CharlesT... OTB sifu is yours...lol
2020-07-09 15:59 | Report Abuse
CharlesT...if result profit really billion how...billion profit handshaking club dream comes true...lol...
2020-07-09 15:43 | Report Abuse
BILLION PROFIT HANDSHAKING CLUB....lol...
2020-07-09 15:39 | Report Abuse
not yet 15th wow...fly like that result leaked so fast ah...
2020-07-09 15:34 | Report Abuse
not yet 15th wow...lol...
2020-07-09 15:04 | Report Abuse
accounting dept at work again...lol...whenever surpass kossan..its always the accounting dept fault.
2020-07-09 15:00 | Report Abuse
OTB sifu , one word better than thousand gold ah...lol...Lucky OTB sifu recommend to his follower. If not also will not fly so high in the beginning. Thanks to OTB sifu.
2020-07-09 12:56 | Report Abuse
while others still busy into manufacturing..Supermax already selling lucrative ppe thru their ready and loyal customers on top of expanding ferociously in manufcturing caps.
Double exploding income stream. 10 x the value.
2020-07-09 12:48 | Report Abuse
Supermax expanded its portfolio to meet market demands and is selling masks ready-delivery on Facebook Shield and PFF2-S models. Soon the N95 model will also be available. Trends indicate that even after the control of the Covid-19 pandemic, the use of these masks will be incorporated into the daily lives of several professionals. What to know more?
Read on our blog: http://supermax-brasil.com/index.php/2020/06/23/7-perguntas-e-resposta...
supermax also sell ppe thru its distributor in canada n brazil.
some of the ppe for sales in Canada are:
Non-woven & cotton products
Biodegradable sponges Compresses + Synthetic sponges+ Cotton rolls + Natural earlopop masks
Natural tie-on masks
Procedure earloop masks
Paper Papier
Headrest covers + Poly-coated cups + Tray covers + Dental bibs
Plastic
Plastic cups + Saliva ejectors + High volume evacuator tips
Sterilization
Self-sealing sterilization pouches + CSR sterilization wraps
Protection
Beard nets + Plastic sleeves + Premium shoe covers + Hair nets+ Bouffant caps + Aprons Tabliers + Yellow isolation gown Blouse + White lab coat
I beleive other parts of the world as well.
I like supermax is making full use of its distribution channel to sell ppe. maximising profit n opportunity. Distributing PPE fetch higher profit than manufacturing.
Ready OBM channel. Ready business n market. Ready lucrative profit. From Supermax. ...(advert)
2020-07-09 10:31 | Report Abuse
I like supermax is making full use of its distribution channel to sell ppe. maximising profit n opportunity. Distributing PPE fetch higher profit than manufacturing.
Ready OBM channel. Ready business n market. Ready lucrative profit. From Supermax. ...(advert)
2020-07-09 10:14 | Report Abuse
Supermax expanded its portfolio to meet market demands and is selling masks ready-delivery on Facebook Shield and PFF2-S models. Soon the N95 model will also be available. Trends indicate that even after the control of the Covid-19 pandemic, the use of these masks will be incorporated into the daily lives of several professionals. What to know more?
Read on our blog: http://supermax-brasil.com/index.php/2020/06/23/7-perguntas-e-respostas-sobre-mascaras-de-protecao/
supermax also sell ppe thru its distributor in canada n brazil.
I beleive other parts of the world as well.
2020-07-09 09:44 | Report Abuse
the script shld be 14-15 b4 qtr 4...if expecting 300m+ profit.
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-07-11 10:52 | Report Abuse
If i am stanley i also will show 400m profit.