freetospeak

freetospeak | Joined since 2017-10-16

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

5,867

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5,867
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-05-22 07:39 | Report Abuse

If at year end supermax price still at 6... i cut...lol

Stock

2020-05-22 07:37 | Report Abuse

If supermax earn same profit with top glove ,u think top glove can reach 13...supermax still at 5.40?...u can get at 6 u will b smiling already.

Stock

2020-05-22 07:34 | Report Abuse

Ppl say nex qtr oem will increase asp...thats true...but if oem increase asp supermax will increase even more becoz they r oem asp increase+obm asp increae.

Stock

2020-05-22 07:32 | Report Abuse

Supermax sell hermes glove...1 glove ko 5 glove...lol

Stock

2020-05-22 07:31 | Report Abuse

When next qtr result out profit earned same as top glove....dunno all ppl eyeball will dropped or not...epf cry til eye bleed... slap into their face by stanley...lol...

Stock

2020-05-22 07:28 | Report Abuse

1.5 mths in to apr may already earn more than kossan 3 mths already. Where got expensiv.

Stock

2020-05-22 07:00 | Report Abuse

By now the profit for apr to may might be already 60 to 70 million profit.

Stock

2020-05-22 06:59 | Report Abuse

Next tp b4 qtr 4 is 9. It will reach 7 in july, if sbb in july again or prices spike in july , u know qtr 4 result is ateast 2 x. If fly to 10 b4 qtr 4 u know result is more than 2 x.

Stock

2020-05-21 21:43 | Report Abuse

utusminum ...Management guided that next quarter profit alone is 700 million, which is equivalent to 7 years profit...U think about it..How much it should worth

where u c management guided 700million profit?

Stock

2020-05-21 20:48 | Report Abuse

N i never go to other counter promote. Its more precious when they found it out themselves.

Stock

2020-05-21 20:46 | Report Abuse

Thats y i all in supermax no hold other gloves stock, big 4 only supermax will rise the most.
N i forsee many from other glove wil switch to supermax after they slowly found out about the obm advantage. Jus 10 to 20 percent from the other big 3 n lower liner to supermax can push supermax to 14 billion cap easily n reach rm10.00.

Stock

2020-05-21 19:02 | Report Abuse

Supermax the HERMES of Glove...sell little earn big big...lol

Stock

2020-05-21 18:32 | Report Abuse

top glove might b better than kossan n harta, becoz obm unit also increased damn alot. but becoz of size of obm..increase cannot compare to super. Comfort margin cannot be very good becoz of oem, but profit will b increased becoz of new lines n higher revenue.

Stock

2020-05-21 18:16 | Report Abuse

n i already said they shld change to supermax b4 too late.

Stock

2020-05-21 18:15 | Report Abuse

i already said...when all report out...only supermax will record x2 x 3 profit...becoz oem price increase is very little n slow.

Stock

2020-05-21 16:56 | Report Abuse

he is looking a monthly chart ah...got valid point ah..but he din mention or intentionally left out the length n depth of the previous peak. wat drives that movement n pattern wat cause it to stop.

the previous peak areallcaused by outbreak like h1 =n1 n sars. both which last quite short n doesnt really create worldwide shortage.
thats why the length n depth of the candle stick is short n span out.

short candle stick shows that profit acelerationis not so much for glove company while the slow climb is due to length of outbreak.

this time 2 long candle stick in 2 months time. indicate a unprecendented hike in profit for gloves company...never seens b4 one. thats y 1 long stick n 1 long stick. n this is only into 2months. b4 this is over...n until profits subside..u gonna c 1 ,2 or 3 more long candle stick on the way.

Stock

2020-05-21 16:48 | Report Abuse

now becoz of speakup more ppl go c alex lu...lol...including me. also dunno him.

Stock

2020-05-21 16:46 | Report Abuse

Only supermax managment dare to say got bumper profit from march /april onwards...only at supermax. Only supermax sbb their share n going to giv share dividend. Only Supermax got high OBM margin.So why worry.

Stock

2020-05-21 16:41 | Report Abuse

y so ganjiong like watch world cup...lol

Stock

2020-05-21 16:39 | Report Abuse

speak up..u buy on margin ?

Stock

2020-05-21 16:20 | Report Abuse

KOSSAn result better be good. Tomolow up up up.

Stock

2020-05-21 16:03 | Report Abuse

Stanley wan market cap to be at 30 billion.

Stock

2020-05-21 15:50 | Report Abuse

i also kena trapped cannot sell no money buy.

Stock

2020-05-21 15:46 | Report Abuse

may trade around 5
jun trade around 6
july trade around 7
august trade around 8
Sep trade around 9
Oct trade around 10
Nov trade around 11
Dec trade around 12

Good script !!!

Stock

2020-05-21 15:44 | Report Abuse

go to rm10 ...also only halfway to c topglove big brother...still long way to gain.

Stock

2020-05-21 15:37 | Report Abuse

Thank you OTB sifu. MTAG is so cheap compare to other healthcare.

Stock

2020-05-21 15:34 | Report Abuse

Supermax say gloves boom gonna last 2 years la...MTAG also will earn a lot in this 2 years. May b infuture become main business already. Then got another main stream income .

Stock

2020-05-21 15:06 | Report Abuse

no earn a lot go where got money distribute dividend 2x.

Stock

2020-05-21 15:05 | Report Abuse

distributor in ppe n gloves earn a lot la..u c supermax obm king distribute gloves earn high margin on gloves. MTAG sure earn a lot somemore not restrict to gloves, other ppe also sell. they got old stock now can sell high price.

Stock

2020-05-21 14:47 | Report Abuse

topglove market cap =30 billion
profit 373 million/4 = 93 million/ qtr

Supermax market cap = 7.2 billion
profit going to be (71 +100 +100+100)/4 = 92 million /qtr

(30/7.2) = 4.1
Supermax = 5.3 x 4.1= rm 21.73

either Supermax is undervalued or topglove overvalued.
either supermax will go up to c big brother or big brother coome down to sit down with supermax.
Or we prefer to meet halfway drink tea?

Stock

2020-05-21 13:12 | Report Abuse

Going into 4QFY20, we expect SUCB to record sequentially stronger results. This is on the back of: i) more aggressive increase in ASPs (expectations of a 10-15% rise monthly from Jun 20 onwards, post raising ASPs by 25-30% mom in Apr 20), ii) a surge in glove orders, and iii) better economies of scale. With 40-50% of its gloves sold under OBM, via its own distribution centres, we think SUCB can record higher ASP increases than its peers (5-10% rise quarterly), leading to better margins.
==========================================================================
i) more aggressive increase in ASPs (expectations of a 10-15% rise monthly from Jun 20 onwards, post raising ASPs by 25-30% mom in Apr 20),

2x profit ....3x profit...

Stock

2020-05-21 11:31 | Report Abuse

at least 6 qtr confirmed growing profits....where to find .

Stock

2020-05-21 11:14 | Report Abuse

those ppl will regret din buy when market tanks on second wave coming for US in 2h 2020. until then most stock will tank except gloves n healthcare. c oil crash again then.

Stock

2020-05-21 10:25 | Report Abuse

with projected 40-50 eps for the next 4 qtr now super max pe is around 10...lol..u can wait til the eps is confirmed than u buy...

Stock

2020-05-21 10:08 | Report Abuse

maxam , my calculation is as below.almost same with yours.

lets guess the march bumper profit

jan eps (2.31 last qtr eps/ 3 )0.77 x 1.05 (5% asp increase)= 0.81 =assuming =1
feb eps 0.81 x 1.05= 0.85 assuming = 1
mar eps 5.2- 2 = 3.2

april eps 3.2 x 1.1 (10% asp increase) = 3.52
may ep 3.52 x1.1 = 3.87
jun eps 3.87 x 1.1 = 4.26
total 11.65 for qtr 4

wat do u guys think ?

wat i knew is asp is 20% mom from april to jun ..lets assume 10%.

Stock

2020-05-21 10:04 | Report Abuse

20% deposit is required...with current 500 million sales, they r already collecting 100 milion each qtr in advance. Dun even need borrow.500 million sales is low, i expect more than that in coming qtrs.

Stock

2020-05-21 09:59 | Report Abuse

1 billion profit is really a massive dream u know...not so easy...must be conservative.

Stock

2020-05-21 09:59 | Report Abuse

i still beleive 1 billion profit..but that is next 4 -6 qtr...so 1-2 years ... i say new lines up n c 1 billion profit next year.

Stock

2020-05-21 09:56 | Report Abuse

remember wat i say 1 billion profit for supermax ...so wat is 750 milliom. 1-2 years pay off.

Stock

2020-05-21 09:54 | Report Abuse

ppl worry on capex...i can only say is now is the best time to borrrow n expand becoz ultra low interest. I beleive they can recoup bak the 750 million capex in 1-2yr.

Stock

2020-05-21 09:47 | Report Abuse

shipment data is reflecting replenishment speed.doesnt mean sales speed...but its a leading indicator. this is to us. wat about uk? and other parts of world. i can only say, supermax better pull out old lines n expand lines ASAP.

Stock

2020-05-21 09:45 | Report Abuse

ppl dun realise 20%mom asp is only suitable for OBM..OEM can never do that.!!!

april =20%
may = 20+20 =40%
Jun = 20+20+20 =60%
Jul= 60+15 =75%
Aug=75+15=90%
Sep =90+15 =105%
Oct -DEC...depends on situation...but 105% will maintain.likely will be higher coz winter coming.

u think OEM can increase like that, no way.

Stock

2020-05-21 09:36 | Report Abuse

chief999 ..u got c my link for export data or not..lol

Stock

2020-05-21 09:33 | Report Abuse

by that time they change is too late.

Stock

2020-05-21 09:33 | Report Abuse

when ppl start realise after all oem glove counter report out is less than expected..they c supermax value.

Stock

2020-05-21 09:31 | Report Abuse

dun rely on my words ah..go check the figure everyone..c to beleive.

Stock

2020-05-21 09:29 | Report Abuse

DJoker89..not this month is april to may20...1500 ton(1.5mths).jan to mar is 1200 ton(3mths)

Stock

2020-05-21 09:27 | Report Abuse

march is when the new line for supermax jus came in ,so jan feb has lesser profit . march onwards bumper profit. alto with mco..supermax is least impact among all glove counter.

Stock

2020-05-21 09:24 | Report Abuse

if u worry mco impact, it will b worse for other glove stock..becoz they got no obm margin to cover for loss of production for 1 month.

Stock

2020-05-21 09:24 | Report Abuse

if u are in long term no worry...jul-aug, new line will b in. another bumper profit in ready at year end coupled with asp inccrease 20% mom.