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

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.

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.

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

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...

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

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

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.

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?

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

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.

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

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.

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

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

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.

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

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.

y so ganjiong like watch world cup...lol

speak up..u buy on margin ?

KOSSAn result better be good. Tomolow up up up.

Stanley wan market cap to be at 30 billion.

i also kena trapped cannot sell no money buy.

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 !!!

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

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

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 .

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

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.

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?

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.
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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...

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

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.

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...

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%.

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.

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

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.

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

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.

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.

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.

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

by that time they change is too late.

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

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

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

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.

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.

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.