freetospeak

freetospeak | Joined since 2017-10-16

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Stock

2020-07-09 08:28 | Report Abuse

Kltower..no la..i jus lucky only. He got responsibilty to masses.i can jus big mouth no responsibilty.

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2020-07-09 07:35 | Report Abuse

I tot that is old information? Scratch head....but finally got another sifu share my rm21 fair value bak in april for supermax already beside kim sifu.

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2020-07-08 18:09 | Report Abuse

i also hope some sifu can tell me wat going to happen after 15 july...lol..coz my prediction never tell me le.

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2020-07-08 18:05 | Report Abuse

thats my prediction la since jun...most of the time incorrect one la...corporate action..result annouced...sbb....result leak...or other news. anything can happen la.

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2020-07-08 17:59 | Report Abuse

i expect something to happen ah...around this time ah 15 july..i expect only la...been saying since jun.

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2020-07-08 17:55 | Report Abuse

15 july only 1 wk away...mmmmm....will anything happen...? c those fund so ganjiong...cup n chopstick formation u scared or not

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2020-07-08 16:17 | Report Abuse

i think i heard something drop on the floor...tok...

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2020-07-08 11:46 | Report Abuse

prob...u so cruel...lol

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2020-07-08 11:40 | Report Abuse

i heard something..dropped on the floor...tok...

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2020-07-08 11:04 | Report Abuse

supermax profit super high so not stable...becoz there is a clash between investoer based on historical data n forward earning investor.

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2020-07-08 11:03 | Report Abuse

shorter ..thats the only reason i can thik of too...in other words...kossan profit wont be so high becoz stable.

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2020-07-08 10:55 | Report Abuse

fightingdragons...very good..within reasonable expected range. very appreciate to share numbers to double check.

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2020-07-08 10:46 | Report Abuse

supermax can rise from 1.50 to 18...12x ...but for the other big 3...to rise 12 x u can iimagine....60 for tg n harta...36 foor kossan...so u think epf smart or not.

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2020-07-08 10:44 | Report Abuse

epf function like investor888...buy when low pe...so may b they will buy supermax when she has lowest pe...but not likely...becoz supermax all the while low pe then other 3...so they got haywiring policy now. they even thinking of investing oversea ....so i terrified oledi...

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2020-07-08 10:37 | Report Abuse

history proven...only lose to TG during crisis.

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2020-07-08 10:36 | Report Abuse

epf wont invest in super one la...thats why i withdawing all epf money when eligible..invest in 1 time supermax profit equals to 100 yrs epf dividend.

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2020-07-08 10:25 | Report Abuse

fightingdragons..very true...we already tp 12 since april...now then they giv tp 12..really squeezing toothpaste..

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2020-07-08 10:17 | Report Abuse

prob...kossan pe lower ma...so more ppl support. epf invest is based on low pe i think...lol...

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2020-07-08 10:03 | Report Abuse

prob..so early ah...lol...no need meeting me..

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2020-07-08 09:59 | Report Abuse

reach 12.80 can enroll for klci component index already...

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2020-07-08 09:49 | Report Abuse

i can say the ib are still underestimating the profit for glove stock since march...especially supermax

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2020-07-08 09:41 | Report Abuse

dalpinia..those asp are rough guide...best is u need to half it. becoz not every country can charge that price. also oem commitment up to may. so qtr 1 is full force...qtr 4 is half force only. so may b 1 bill profit is possible for qtr 1..but qtr 4 a bit diffcult.

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2020-07-08 09:24 | Report Abuse

kaobe ..dunno he run away from/with ah long already or not.

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2020-07-08 09:23 | Report Abuse

fightingdragons .. u use 5 bill ion glove as base x muliply all the percentage n average of the asp for respctive category can get about 2.6 billion sales - 450 m expenses = 2.15 bill ion profit.

But i dun recommend calculat this way loh...u also dun beleive one. we did that in may..then we keep discount n discount n find every reson to fault our calculation. u ask charles t lo.

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2020-07-08 08:49 | Report Abuse

when is supermax ceo turn for interview ?

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2020-07-08 08:28 | Report Abuse

Dalpinia..u din c wat i posted ? Its time to give 90% discout to your estimation like charlest did.

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2020-07-08 07:48 | Report Abuse

q Top Glove – We believe Top Glove could report c.RM1.2bn net profit in 4QFY20 (4x higher QoQ) underpinning our FY20 (Aug) earnings raise by 37%. Such strong profits is expected to extend to FY21/22 where its higher spot mix is supportive of our 187% YoY earnings growth in FY21 to RM5.2bn. Current share price implies valuations of 10x FY21 and an undemanding 34x (below +1.5s.d) based on normalised FY22 earnings.

.....

CLSA project tg q4 profit to b 1.2 billion....so qtr 1 profit for supermax is at least 400million becoz super profit is usually 30% during normal time. If for crisis time usually is 70% or more. So if 70% is 840 million for qtr 1. So if qtr 1 is 840mill...u can guess qtr 4 is not far from it.

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2020-07-08 07:06 | Report Abuse

I still remember charlest applying 90%discount to profit to make it believable...lol

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2020-07-08 07:02 | Report Abuse

dalpinia UOB REPORT:

FY18: 21.8B pieces per yr

5% OEM, selling at USD80-95

40% OBM thru independent distributor, selling at USD80-160

45% OBM thru own distribution, selling at USD160-170

I count count count, PAT around RM2b per quarter, eps RM1.5 per quarter

Who can calculate based on the facts & figures given by OUB report?

Dalpnia...welcome to the billion-profit-handshaking club...lol..this club was founded bak in may when a group of sifu here found out that supermax profit could run into billion and hand is shaking when calculating. Of course that is in best case scenario and there are too many factors not considered. Since then we only emphasize on conservative projection so that we dun mislead ppl. So lets wait for result n hopeful for a very big profit bonus...lol...

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2020-07-07 17:49 | Report Abuse

that is a chinese tv song la..i jus change the lyrics..u wan to listen can go find the song 传闻.

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2020-07-07 17:40 | Report Abuse

lol...i can write song lyrics when i was young...jus change a bit of original lyrics for goreng kaki..

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2020-07-07 17:35 | Report Abuse

传闻歌词 改编 by freetospeak

股价远飞
票随风一去不回
我在算计中愚昧
念股海况味
以微笑锁住愁眉
财富不增不减
事与愿违
股价难追
到天边我愿奉陪
算不出心机枉费
买进如负累
卖出终成灰
消得人憔悴
执迷不悔
耳边如幻如真
是非在背后传闻
策马狂奔
逃不出 命运剧本
股市里的人
自己能控制几分
股坛深水
结局会 殊途同归

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2020-07-07 16:53 | Report Abuse

now they take turn...when dip..they collect annouce margin cap raise...kaobe..reverse of last time trick.

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2020-07-07 16:29 | Report Abuse

lobster index hit bottom ...heading to another break out !

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2020-07-07 16:20 | Report Abuse

cimb margin revised supermax from 5 to 7 . no wonder suddenly up.

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2020-07-07 15:08 | Report Abuse

correction will be done over in hour chart... day chart no correction one..u can go bak c may movement.30 days in may result month only got 3 red stick.

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2020-07-07 15:06 | Report Abuse

b4 result everytime like that la..limit down also bak up in 15 min...u believe or not.

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2020-07-07 15:00 | Report Abuse

faster correction then can go on the journey la...still long way to go...

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2020-07-07 14:38 | Report Abuse

my system completely hang cant even c the action...lol

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2020-07-07 11:14 | Report Abuse

TeamRocket Kossan PE is half of supermax only, which one cheaper?! All already factorized in already.

Ok la..i trust u i buy some kossan now becoz of pe lower than supermax.
Later in few wks time, if supermax pe is lower than kossan. u mus also buy some supermax. Promise?

Stock

2020-07-07 11:06 | Report Abuse

TeamRocket Kossan PE is half of supermax only, which one cheaper?! All already factorized in already.

Of course Supermax cheaper.. Supermax 10.38 vs Kossan10.76. buy 1 supermax still got change 38 sen.

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2020-07-07 10:36 | Report Abuse

super profit 100% more than kossan in qtr 4 . so kossan price is the base for supermax. any price lower than kossan is a bargain.

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2020-07-07 10:31 | Report Abuse

if kossan no drop...supermax will not drop la...they become two side of boomerang already for now..until result out.

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2020-07-07 09:03 | Report Abuse

Kenange new TP 14.00

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2020-07-06 22:19 | Report Abuse

thanks to infinity...UOB report very good and informative. best of all report on supermax so far. Just TP wil lre rate again in future once the result is out. Their PE for 2020 is 28.7 and 2021 is 11.3 based on rm 9.41.

All supermax holder shld read it at least 3x.

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2020-07-06 21:45 | Report Abuse

infinity888

UOB rerate SUPERMAX to RM12.40 implies RM17.60.

However, our blue sky scenario entails Supermax potentially trading at 21.3x or +2SD of its 5-year mean on a potential entry to the FBMKLCI Index.

It implies a target price of RM17.60.

Inclusion in FBMKLCI?

Market cap stood at RM12.8b as of 3 Jul 20. Should it attain our target price of RM12.40, it would command a market capitalisation of RM16.9b. It could be included in the FBMKLCI Index as a constituent component if it reaches the 25th-largest market capitalisation, a potential threshold of RM16b-17b. This could further lead to a re-rating as seen for Hartalega and Top Glove.

Windfall tax?

There have been rumours of a windfall tax being implemented on glove producers, given the sector’s windfall earnings. These rumours have been circulating for a while now but the recent Malaysia Economic Recovery plan released on 5 June did not unveil any. Our channel checks suggest there is no such proposal in the government’s pipeline at this juncture.

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2020-07-06 19:07 | Report Abuse

Dear OTB sifu,

I also hope is 350 m n more ah.
UOB also estimate about 290 mil PAT for Qtr 4
Hope result annouce soon.
Thank you.

Stock

2020-07-06 18:03 | Report Abuse

Windfall tax?

There have been rumours of a windfall tax being implemented on glove producers, given the sector’s windfall earnings. These rumours have been circulating for a while now but the recent Malaysia Economic Recovery plan released on 5 June did not unveil any. Our channel checks suggest there is no such proposal in the government’s pipeline at this juncture.