https://klse.i3investor.com/blogs/freetospeak/2020-11-08-story-h153551...

PLs support !!!

SUPERMAX - EVOLVING GLOBALLY !!!

they are all no.1 in their own ways.

thats why supermax also setting up plant in UK.

BIDEN MESSAGE FOR LOCAL MADE PPE

Expanding domestic production, potentially using loans, purchase commitments, and other incentives to meet anticipated demand without displacing production for other essential supplies;
-------------------------------------------------------------------

Yes. SUPERMAX will and may already got the purchase commitments and other incentive in future. Up to 15 bill caps in US planned . Supplying up to 20% US market in future. Future ASP will be good and profitable for Supermax due to the Gomen commitment. Who say ASP not sustaniable?
The current ASP is needed to allow local made Manufacturer to made a decent profit and future expansion.

So ASP will not be coming down in that perspective even post covid.
They need to maintain local made PPE industry for future pandemic.

Biden’s tax increases would reduce the incentive for people to invest in Wall Street stocks, said Mobius, who set up Mobius Capital Partners after three decades at Franklin Templeton Investments.

That will “be good for emerging markets and other global equities since there will be a retreat from the U.S. market,” he said in an emailed interview on Friday.

So FF is coming in big on friday already?

100 m...this is Corporate Social Responsibilty... A good CSR record is a must for international fund. ITs goodwill to attract fund. Big Fund. It is understandable that Auntie and Uncle dun understand so they dun buy .

You heard Big 4 name announced in budget and was given applause when they donated 400m. This is a good will and go ahead for FUNDS to buy in them.

U can wait at the side never mind. Big fund got the message.

GOOD WILL from GOMEN AND FUND IS PRICELESS !!!

U din hear the 2nd liner being annouced in Budget.

PAY MORE GOT MORE GOOD WILL !!!

somemore kossan not much cash...


Posted by chief999 > Nov 6, 2020 5:14 PM | Report Abuse

If Kossan is to share 100m out of 400m, then it's very painful lor....

Super and TG will have no issue.... :)

ok ..500 withdraw per month buy supermax...epf dun buy i buy with own epf fund

better than let epf use my money go buy lousy company..

KLCI INDEXED GLOVE STOCK Market caps is all above 50bill
SUPER is only 25 BIL....

Rssult good might not make fund buy...Having explosive result and KLCI indexed will make more Big fund buy....Thats the attractiveness of SUPERMAX now...TG and Harta got their chance already. Now its Supermax turn.

SUPERMAX REVALUATION IMMINENT when KLCI indexed.

RHB...thank your very much...keep buying

I dunno la...But my oracle tells me...not really true..

nevermind at least GIC shows interest... China Fund shows interest..they r foreign fund...

when a person is paranoid..everything looks like a timebomb...lol

RHBIB7 ... Why RHB increase Super margin cap from 5 to 7 ? Your boss no inform u they r so worried that they increase margin cap ? So to reduce their risk exposure they increase their margin for supermax?

Super next qtr will be explosive....dun say i never warn ah...even ib analyst so conservative also expect over 1 b PAT....

Super and harta market caps shld be the same after going into KLCI
Becoz their share base almost the same...profit in future will be comparable...if not more than harta...when super 48 bil is online..harta profit will only be 65% of super.
So given a 20% of 60b = 50b, discounting the poor decision by epf not participating.


we r looking at 18.5 after klci indexed in 2021 and also SGX listing.
A100% return in 3-4 months.

with no windfall tax...with us election over...with national plan for supporting glove development.
SUPERMAX is now SUPER BULLISH MODE to recover its battered down price.

The Ministry also encourages investment in new rubber glove factories in cooperation with the state government such as in Terengganu where a local rubber glove factory is having talks with a State government-linked company to set up a plant in Kerteh, Terengganu.

https://www.theedgemarkets.com/article/ministry-drafts-plans-keep-malaysias-leadership-rubber-glove-sector
......................

Very supportive ministry. As long as dun one hand encourage , the other hand put extra tax to discourge....will become mentally split one...CHINA, THAILAND, VIETNAM will be smiling and clap hand one.

Stock: [SUPERMX]: SUPERMAX CORP BHD

Nov 4, 2020 2:35 PM | Report Abuse

I can tell u.

PRESIDENT is Election is over soon
BUDGET n TAX - PRICED IN

Next one pls...

told u oledi auntie heard got windfall tax sell at 8plus...

Nov 2, 2020 1:41 PM | Report Abuse

u sell at 8 plus u thik of bybak at 8 ah...u think fund so good let u buy? the fund also very scared stanely want to buy also...everyone also want to buy...only auntie go n sell to let them buy la...becoz windfall tax ma she heard...

u c freetospeak post a blog...its not up 30% then is down 30%...u think now can up or down...lol

Biden wins...he will fasttrack supermax US plant..come open ceremony. He will make this a big news to show his acchievement.
Long term contract , Big support, TAx incentive, Pioneer status all will come...
Financial support...zero interest loan for expansion...encourage listing in Nasdaq.

No wonder DSST is now in US so busy.

ASP for spot order will be shooting up soon due to COVID risk premium to supply disruption, jus like Oil have war risk premium.

i am jus glad epf is not in supermax...U know why supermax can rise 10x but other big 4 cannot...becoz no EPF!!!!

Glad that Supermax is listing in SGX and probably getting GIC onboard.

I can tell u.

PRESIDENT is Election is over soon
BUDGET n TAX - PRICED IN

Next one pls...

by now if u still dunno whether who is the president and whether got tax or not...then .....u can just wait it out...

windfall tax or not is already priced in...

SUPERMAX will be supplying to US gomen agency and stragic reserves aka END CONSUMER @USD 220 /k in future from the US PLANT.

Thats the power of OBM. Direct from factory to end user. Gomen contract.
Projected 15 billion expansion. Coupled with malaysia made 24 bil. in 2022....20% of US market dominance.

No labor issue. Permanent contract. Structural change to business. Sheltered from OEM price war .
More incoming PPE equipment contract with US gomen like beyond mask etc.

U scared or not?

PRESIDENT BIDEN OR PRESIDENT TRUMP might come on open ceremony of SUPERMAX GLOVE PLANT in US..the 1st BIG GLOVE PLANT in US ....good publicity and claim credit....

Oct is over.
Supermax made another 400 PAT for the past OCT.
So the EPS is now 0.65. Current PE is 14

Supermax oledi made the same profit in 1 month equivalent to 3 months of Qtr 4 profit of 400m PAT.

By end of Nov PE will be 11.6 @ 9.2
By end of DEC PE will be 9.83 @ 9.2 (single digit PE)

Supermax @ PE 14 NOW is the world lowest PE glove company.

KLCI INDEX GLOVE STOCK @ PE 9.83 in December

The standard is PE 20 at least for GLOVE stock.
HARTA and TG is about 40.

GET READY FOR SUPERMAX @PE 20 as a KLCI INDEX STOCK.

2021 at least 1.50 la...next 3 qtr minimum 1 bil profit each...

 US glove manufacturing.
- Supermax is in discussion with certain US State Governors for locating their glove manufacturing
plants.

Canada face masks manufacturing.
- Supermax’s face mask manufacturing in Canada started operation in September 2020.
- Production targeted at 8m pcs/ month with installed capacity of up to 120m pcs p.a.
- Management also advised that they recently obtained a contract for the supply of 200m pcs of face
mask.

Supermax is expected to achieve record profits over the next few quarters,driven by higher volumes and ASP of more than 5% MoM. In specific,

we expect the group to record a profit of more than RM1bn in 2QFY21.

Supermax is looking at the possibility of a dual listing on the Singapore
Exchange to widen the shareholder base, which includes foreign-based institutional investors,
to take up future fund raising and future business expansion globally

foreign-based institutional investors - GIC ?
Since GIC appears on TOP10 holder. EPF dun wan ..GIC pickup..lol

 US glove manufacturing.
- Supermax is in discussion with certain US State Governors for locating their glove manufacturing
plants.

Canada face masks manufacturing.
- Supermax’s face mask manufacturing in Canada started operation in September 2020.
- Production targeted at 8m pcs/ month with installed capacity of up to 120m pcs p.a.
- Management also advised that they recently obtained a contract for the supply of 200m pcs of face
mask.

Supermax is expected to achieve record profits over the next few quarters,
driven by higher volumes and ASP of more than 5% MoM. In specific,

we expect the group to record a profit of more than RM1bn in 2QFY21.

Supermax is looking at the possibility of a dual listing on the Singapore
Exchange to widen the shareholder base, which includes foreign-based institutional investors,
to take up future fund raising and future business expansion globally

foreign-based institutional investors - GIC ?
Since GIC appears on TOP10 holder. EPF dun wan ..GIC pickup..lol

thanks for the support...pls share it...

Din c what i said yesterday? everyone want to buy at 8plus...who want to sell?


Stock: [SUPERMX]: SUPERMAX CORP BHD

Nov 2, 2020 1:41 PM | Report Abuse

u sell at 8 plus u thik of bybak at 8 ah...u think fund so good let u buy? the fund also very scared stanely want to buy also...everyone also want to buy...only auntie go n sell to let them buy la...becoz windfall tax ma she heard...

Supermax @ PE 14 now is the world lowest PE glove company.

KLCI INDEX GLOVE STOCK @ PE 9.83 in December

The standard is PE 20 at least for GLOVE stock.
HARTA and TG is about 40.

Oct is over.
Supermax made another 400 PAT for the past OCT.
So the EPS is now 0.65. Current PE is 14

Supermax oledi made the same profit in 1 month equivalent to 3 months of Qtr 4 profit of 400m PAT.

By end of Nov PE will be 11.6 @ 9.2
By end of DEC PE will be 9.83 @ 9.2

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

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

pls support

2 b per qtr not difficult ma...4 bil is a bit difficult

now u understand why supermax want go set up plant in US?

u think asp cannot maintain at qtr 1 asp ? do u know the asp of supermax in qtr 1 is not really that high ...even 2024 droped also will drop from peak to this curent level only...this is the level us local made can make money. this is the asp all will follow in future ...by the major US distributor...dun tell me about china ppe...they will be tarrif until they match goman contractual asp...oem can price war...the distributor will still sell at the price in us. they can sell at usd 100 to strategic reserve when oem is only selling to them at 20...

4 b per qtr for 2021 u crazy me...that one is 48 bil + us 15 bil + uk 1bil plant +beyondmask +contact lens in 2023 to 2024...if asp maintain

yesterday i talk until 5 bil u never c ...lol

may b that time profit oeldi 2b...

Posted by freetospeak > Nov 2, 2020 1:38 PM | Report Abuse

when auntie also know windfall tax..is oledi stale news...lol...still got ppl want to sell on news...u shld sell at 10.80 for windfall tax...n not sell at 8 plus for windfall tax...

Interesting.....

A different version of story here...lol

when auntie (and even my neighbour's dog) also know RM0.8B to RM1B profit for Supermax next Q..is oledi stale news...lol...still got ppl want to buy at RM15 meh...

rm5...not possible one...stanley sbb..all fund will rush to cover short again..then u c miracle happen...

u sell at 8 plus u thik of bybak at 8 ah...u think fund so good let u buy? the fund also very scared stanely want to buy also...everyone also want to buy...only auntie go n sell to let them buy la...becoz windfall tax ma she heard...

when auntie also know windfall tax..is oledi stale news...lol...still got ppl want to sell on news...u shld sell at 10.80 for windfall tax...n not sell at 8 plus for windfall tax...

when u know windfall tax and start to sell oledi too late....it will be buy on news already la...so whether or not tax...priced in...

windfall tax ? billion profit also cant make price up...why shld a little bit of tax make it fall ...we need a little bit of good news like windfall tax...to make glove fly...

yttihs....tiantsai ..u got the spelling wrong