1 qtr earn eps rm1.....

Spot prices for nitrile gloves are hovering at USD140-150/1000 for the
period Feb-May 2021. Note that the ASP for nitrile was USD100/1000 in
November and will increase by 15% and 10% in December and January
respectively. Meanwhile, the ASPs for latex powder free and powdered are
at USD65/1000 and USD46/1000, respectively in November. Expect latex
powder free and powdered gloves to increase 5% MoM going forward.

----------------------

CIA already predicted a usd300 obm price of supermax back in AUGUST!!!

https://klse.i3investor.com/m/blog/freetospeak/2020-09-04-story-h1513289415-topGLOVE_SUPERmax_BULL_COMING.jsp

SUPERMAX OBM-X ASP USD280 by JUN 2021.

With current asp of USD180 in August, projecting a US$10 increase per month. ASP could reach USD250 to USD280 by April to Jun 2021.

CIA already predicted a usd300 obm price of supermax back in AUGUST!!!

A mindblowing 2.6 bil pat(eps 96 sen) for supermax by q4 2021(april to jun 2021)

Supermax is selling usd200 to usd220 to us gomen...plus minus 20%this could be the average price in future for supermax as a long term us made ppe supplier.that would also be the bench mark for local made glove to thrive.

So post covid asp will be very much higher to support local made.when demand and supply reach equilibrium,asp will settled at a price where local made ppe can thrive.that price will also be around the long term gomen contract price. Us distributor will sell around this price.

Malaysia manufacturer will start moving their new plant to be more localised in future inorder to protect their market share.this is the ppe protectionism trend.supermax had taken the lead.

Blended asp could b 2 x precovid.meaning 5 to 10 x precovid profit is normal in future.I c windfall profit will turn normal profit in future.current price of big 4 is oledi post covid price.any drop is good for long term inveestment.

Then many alternative la if only can prevent...not good enuff...

Always say vit c can prevent but cannot cure flu....this vaccine is vitaminc water is it?

Our results show that this GARLIC can prevent you from being sick, GARLIC can prevent you from being severely sick,' Zaks told Axios.

'They do not show that GARLiC can prevent you from potentially transiently carrying the virus transiently and infecting others.'

.....lol....sounds very true also

Our results show that this vaccine can prevent you from being sick, it can prevent you from being severely sick,' Zaks told Axios.

'They do not show that this vaccine can prevent you from potentially transiently carrying the virus transiently and infecting others.'
.....
If u giv 40k particpiant ginger and garlic result might be better...jus that introducing ginger and garlic they cannot sell on news.

supermax...now got the charisma of an index stock...can c funds are buying in ...the most underown glove index stock.

epf if not buying is crazy...they hav to buy becoz super is indexed. they cannot own only 2 of 3 glove index stock. kossan not index epf also bot somuch...if they din buy...i recommend withdraw 10k from epf to buy supermax...lol

Expect announcement of changes to FBM series constituents next week: Details of the review outcome will be available after the close of business on 3rd December.

Constituent changes will take effect after the close of business on Friday 18th December and the updated FBM series constituents will be reflected in the indices at the start of trading on Monday, 21st December.

next wk after agm on 3rd december will anounce officially.

super and harta pe so big gap as index stock is not logical...underown fund will naturally move more weigtage to super b4 its rerated and move to correct valuation.

Supermax revaluation is imminent.

all sifu is jumping in supermax already...epf waiting for wat...

yes..chief..rerate for supermax is imminent..

why i so confident ? becoz nobody talk about and understand ASP true value mismatch and risk premium. i understand that. and i know what future asp price will be. windfall profit for glove now will become normal profit in future (so how do u impose windfall tax if big 4 can continue to giv normal billions profit ...lol..u dun impose windfall tax on normal profit). although not peak earning at peak asp.

That why EPF buy so much into glove. becoz windfall profit will become normal profit.
Supermax 400m /qtr minimum post covid. pe 20 KLCII index @ rm12.00

kanzaki123...got money if sharp drop can buy...now is trading below post covid price.post covid price is 12.

i supported supermax from an abandoned child until now its going to be included in klci index. I am very glad supermax didnt disappoint me. and i hope i didnt disappoint my readers.

Hope supermax will continue to bring super reward to its shareholder after its inclusion into klci index..

toneefa...thanks for your support...enough writing oledi...not going to update much ...leave some surprises for the market in future..as per audience request.

The research house said on Monday the government decided no windfall tax will be imposed on glove manufacturers to avoid potential “opportunity costs/losses” such as glove manufacturing companies investing overseas instead of in Malaysia, and sending wrong signal to existing and potential investors in other industries.
============================================================

Looks like my point 3 and point 5 in my blog was aligned with FM.

https://klse.i3investor.com/blogs/freetospeak/2020-11-03-story-h1535598133-WINDFALL_TAX_on_GLOVES.jsp

3.Sending wrong signal to investor and business.

Imposing Windfall tax on business is actually discouraging potential investor from coming into Malaysia.

While one hand Government is welcoming manufactuer to setting up plants in Malaysia by giving incentive which i believe many now are waiting to come in due to glove good future prospect. On the other hand is contemplating imposing Windfall tax on them. It is sending a message to them that your profit is not yours. We will take more from you if you earn too much. Sounds very sexy to me.

5. Exodus of local manufacturing glove producer.

2 more days to cut off date...klci index stock..supermax...in the same league with harta and tg now. under owned by many funds and international investor. welcome to the club.

even post covid supermax still can make 400m pat...no worry...only uninformed will worry.

the trade statistics doesn't come easy ....ppl take it too lightly....

i posted the trade statistics for 3 months already....

go n c CIA past trade statistics for glove demand during each outbreak

from 2000 to 2020

...u will know the demand and the future projected demand...statistics dun lie..

https://klse.i3investor.com/blogs/freetospeak/2020-11-10-story-h153571...

Supermax price will be higher post covid then now. too cheap now...how can during covid cheaper than post covid...joke.

ppl still thinking the bulk glove usage come from administration of vaccine.. ..Pls go n read my blog bak in aug..i oledi said it dunno how many millions time oledi....when vaccine come glove usage will explode....administraton only comprises 1 part only.

https://klse.i3investor.com/blogs/freetospeak/2020-11-10-story-h1535717117-VACCINE_OR_WITHOUT_BUSINESS_AS_USUAL_RECAP.jsp

The available of vaccine will further increase the asp and demand of gloves. Becoz they need to stockpile for more testing , preparation, production, distribution and disposal according to WHO SOP for every human on earth now. Never b4 seen huge demand will be coming.

https://www.who.int/immunization/programmes_systems/supply_chain/evm/en/index2.html

Can check above link for more about gloves usage.

The available of vaccine will further increase the asp and demand of gloves. Becoz they need to stockpile for

1. More testing

2. Preparation

3. Production

4. Distribution

5. Disposal

according to WHO SOP for every human on earth now.

I repeat is for EVERY humann being on earth.

This is a sentiment crisis not a business crisis.

Supermax will sustain 400m or more per qtr even asp normalise. The asp for retailer will not drop much as they will be used to the high price after few yrs(jus like your roti canai). Only oem price will drop due to competition and hard pressing by distributor but it will still b be much higher than precovid. The major distributor in us will still sell at high price to end consumer when oem price war start n they will reap huge benefit. Fortunately supermax is 97% obm and is one of the top distributor commanding 20% market share in us when us plant commenced.

So supermax long term investor shld not worry. It is a good chance to double your tickets when its oversold.instead of waiting for price to double.why not double your tickets instead. Ppl will be crazy when they c why supermax not going bak to 30m per qtr ? U c harta earn 30m per qtr precovid? Pls wakeup. By 2022 (including us n uk plant) super caps will be same if not more than harta.easily profit 300m jus by using precovid asp with obmx model. Not to say other ppe, mask ,contact lens profit. Easily 400m profit per qtr.

400m per qtr post covid, klci index stock pe 20 for glove stock rm12.00...yes u will c super trading around this price post covid.

Surprise? Yes...higher price than during covid...lol

High tax...labor shortage....conflciting investment policy. Chasing all investors away.
The current FM will not do this if he want to grow malaysia back to health.

Setting up plant in US n UK in future may b cheaper than in malaysia...lol

Supermax very far sighted indeed.

windfall tax ? ...China, thailand vietnam and indonesia ..will clap hand again and praise ah sadig as true friend indeed...they welcome him to their country to set up glove plant.

Malaysia will be the 1st country in the world to tax PPE in covid time.
1st country to TAX USA and the World on ppe ...President Biden will remember Malaysia .

jus pointing out what i observe...trade at your own risk.

kossan already gg..supermax will be the only new glove index stock..u can c the widdening gap between tg n harta with super. market is revaluating supermax valuation in comparison with tg n harta. their caps difference will be narrowing.

not bad not bad...today hit 7 rebound...may b ah thai sbb...but as i said he is waiting below 7...

stanley very dissappointed coz he wan sbb ....but no one want to sell 7 n below le...

stanley very disappointed...why no one selling 7 n below...he wan sbb ..

stanley is using our money to sbb le...pls make sure he got all the cheap share la...pls donate...then can sell to GIC...more stable holder than some fund always in out in out...

ok...stanley sbb waiting for u 7 n below...pls shoot..

if stanley wan klci index..7 mus hold..lo...anyway this weekend sure above 7 ...kossan no cash one cannot fight...supermax cash rich enuff to sbb 10% market cap...and list them on singapore and still can earn some pocket money...so it will go up no matter how u throw...

last wk of defence...kossan already gg...stanley sbb attack will be true reversal signal....

KYY...When its annual production is 2.6 billion pieces annually, its projected profit after tax will be Rm 150 million per year. The total issued shares is 3,250 million. Earnings per share will be 4.6 sen. Assuming the share will sell at P/E 15, its share price should be 70 sen. The current price is around 25 sen.

SUPERMAX by next month PE will be only 10...with real profit...this AT with no real profit and only few lines next month...

TG by next month qtr out only PE 15. how can AT same PE with TG with real profit.

IF u value AT at future3 1 yr profit at pe 15...SUPER and TG future PE is below 5...

How can AT future PE is higher 3 x than TG n SUPER..

AT the most can only value at pe 5 for its future 1 yr future profit.

so is 4.6 x5 =23 sen jus beware...

anything below 22 sen still reasonable...anything above...be cautious..but goreng got no logic..jus buy n sell with profit...

very good...so many want to hold together

if u wan to run then sell...if u dun wan to run then hold..if wan to hold together then buy...

dun say no give hint

when kyy is out of super...u know time is ripe...

SUPERMAX is already trading a t prost covid price.....what do u expect...we need vaccine news...vaccine news bring in explosive demand and higher ASP.

https://klse.i3investor.com/blogs/freetospeak/2020-11-10-story-h153571...

NEED TO RECAP. PPL are FORGETFUL.

VACCINE OR WITHOUT = BUSINESS AS USUAL !!! (RECAP)

never mind u can throw...i still maintain my post covid 400m profit per qtr by supermax. Even drop bak precovid price...super still can sustain their profit due to OBMX. US will support the ASP price inorder to build a local ppe supply. And Vaccination take many years. So Demand is there ASP will be sustained. Protect your investment. Business as usual but sentiment is not. We r dealing with a sentiment crisis not business crisis.

supermax is not afraid of going bak to precovid price...with 2x added capacity with OBM X and other PPE product + US Governemnt Long term cntract.

POST COVID super is still able to give 400m per qtr profit.
SUPER is trading at below POST COVID price now !!! POST COVID PRICE is at rm12.00 @400m per qtr.

chief...so excited ...lol

Jimmy...try again later...i open ok.

https://klse.i3investor.com/blogs/freetospeak/2020-11-08-story-h1535513315-SUPERMAX_EVOLVING_GLOBALLY.jsp

PLS SUPPORT !!!

SUPERMAX - EVOLVING GLOBALLY !!!

Dunnno why...the admin of i3 never label my article....dun wan ppl to read from history may b...

ToneeFa...thank you and pls share it .