tiantsai..u mus pm yttihs for that

come la..everyone waiting to buy cheap now...no one is selling except u...

dun let me c u cover your short later evening...

Stanley is waiting ...jus got 1 more billion cash in oct...

SBB region ...pls sell down...need more shares for SGX listing

Stanely need more share to list on SGX...IB pls sell down for SBB.

Jimmy07...if a glove company at pe 14 cant giv u security...avoid stock market totally.

DonWorryBeHappy...u never c my blog? CiA oledi predicted the PAT for Qtr 4 ,Qtr 1 and QTR 2 in our blog.So far Qtr 4 n Qtr 1 are very close. We beleive our qtr 2 prediction will also not be far.

when u c bank pe is same as Supermax...u only know one thing...Bank PE is going to get lower...becoz bank pe cannot be higher than glove company.

got Glove company same PE as Bank or not in this world...1st time in history...

Supermax by end of Nov PE is same as Bank...crazy...

teamrocket...from where u c we sound the same?

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

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

if u hav stock that is higher pe thatn supermax...sell them n buy supermax...current pe is 14 base on latest oct pat.

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

dip further i sell my house to buy again...if i got more house....lol...my house cannot become pe 3 in 2 yrs...cannot fetch 12% yield..

Mabel ..some point to ponder..but they might be others...

1. They hav initiated coverage on the other three but not supermax due to being traditinally the smaller and underperformed one.

2. Some fund underestimated on super when its flying up in early stage. Which resulted them making huge loss on warrant. Naturally they dun talk much on super to avoid further hike .

3. Some ethical fund hav conflict interest like UOB. So they will restrain from promoting .

4. TG and Harta are market leader and klci indexed. Most fund will have invested and updates are needed by analyst.

5. Super is not KLCI index stock.

u cannot forever press down a company earning billions..
2021 listing on SGX ..
2022-3 possible spin off Supermax Healthcare US on Nasdaq after they completed their 1st phase of expansion.

Spin off Supermax UK ? possible...
Unlocking value on all distribution centre...u think possible?

https://klse.i3investor.com/servlets/ptres/57314.jsp

In the long-run, it targets to build a capacity of ~15 billion pieces of gloves for the US market, specifically supplying to the US government agencies and hospitals initially.

this line:

The new plants will supply directly to government agencies, similar to the business strategy SUCB has for its face-mask manufacturing in Canada.

https://klse.i3investor.com/servlets/ptres/57346.jsp

Leveraging on Its Current Network
Interestingly, management has unveiled its ambition to venture into glove manufacturing in both the US and UK, as they try to leverage on the client base they acquired recently. While the scale of the expansion is still small relative to its Malaysian operations, SUCB is earmarking a total investment of around USD650m for the new plants.

The new plants will supply directly to government agencies, similar to the business strategy SUCB has for its face-mask manufacturing in Canada.

Management believes that demand for those glove manufactured in those countries will be stable, as those governments would want to reduce dependency from foreign imports and maintain a strategic reserve.

papasmurf...becoz it had not happen...so they cant c. they can only c what had happened...

Supermax is working direct with Canada, US and UK government. U can c their potential.

Agjl....Dun need to guess...its confirmed by analyst that those will be supplied to Strategic reserves and agency 1st hand.
.......................................................

All been said, but i m quite positive of superMX’s latest plan to set up plant in US and UK. Can see that the comoany is forward thinking and i have the feeling that the company had recently secured new customers in US and UK. And these plantswill be catering to this long term demand and first hand delivery to respective customers Thats is how i read it. Of course i coukd be wrong but i m willing to bet on it...

Post covid...all the oem can price war with each other while supermax can sell direct to US Gomaen agency, strategic reserve and hospital at contractual distributor ASP.

so u tell me is this one off ?

Pls wake up...Supermax had already protected their future already . For those who still dun understand the strategic movement of supermax move in US and UK and what is the implication for their business in future. Those anlayst is very slow in their thinking becoz they are not forcaster. they are conservative investor. they do analysis base on past data. they dun do strategic thinking.

Axe888...bias...

Y harta , kossan and TG cannot fly 10 x like supermax. Becoz supermax got no epf kacau.

the insurance company can invest safely becoz they c epf no invest.And they felt very safe indeed. Got EPF got no insurance.

Yes, Got insurance company as shareholder. Alrready got insurance already. They r the most prudent.


Posted by super_newbie > Nov 1, 2020 12:29 PM | Report Abuse

Insurance companies could invest in the stock market, and in fact they do, but investing in the stock market alone would be too risky because it's a cyclical market that swings from high bull market returns to considerable bear market losses. An insurance company has to know with a high degree of certainty that overall in any given year they're not going to absorb an unsustainable loss; therefore stocks can only represent a relatively small portion of their investment portfolios.

There you know why so many Insurance companies emerged as major shareholder of Supermax in annual report 2020. They are Prudential, AIA, Great Eastern and Tokio Marine.

2020covid19...cannot...u must be old enuff to withdraw...lol...if they allowed withdrawing a/c 1...many will withdraw to buy stock i think...

if epf dun buy ...i will buy for them with my epf.

2b per qtr x 4 by 2022 = 8b/2.7 = eps rm 3 = pe 10 = rm30
dividend 30% oledi 90sen per share

3b per qtr x 4 by 2023 = 12b/2.7 = eps rm 4.5 = pe 10 = rm45
dividend 30% oledi 1.35 per share

2yrs dividend oledi get rm2.25per share...u buy at 9 now hold 2 yrs get dividend also much better than put epf. i will withdraw all and buy supermax.

by 2022...pe 30?...no need la.... pe 10 u oledi sleep also will smile at current price.

i hope for supermax at pe 3 in 2022 is enuff...not greedy...from pe 1 to pe 3 oledi 200%...lol

Supermax building plant in US meaning they already got long term contract and support from Gomen agency. If not all will die if asp come down. To ensure this dun happen. long term asp will not be coming down already . At least for Supermax US plant for strategic reserve. The ASP will be good for them the next 10 years.

For small plant in us..they r figthing for 5 yrs contract from gomen support. For big player like supermax...at least 10yrs. If not cant even cover the cost if asp come down in 1 yr.

And this is not the highest oh...i haven count in beyond mask ,contact lens and other ppe contribution going forward .

how about if asp not coming down when supermax got 48 bilcaps oledi...
4 bil pat per qtr...u scared or not...

What!!! haven consider 15 bil us caps...
If consider ...5 bil PAT per qtr???
Super max pe 1 at 2022 at current price ?

by that time supermax probably trading at pe 3...lol

In 2021 added 10 bil caps...

that means add 3 bil cash per qtr...u scared or not...
3 bil cash 1 qtr ..
1 mth add 1 bil cash to bank
everyday add 33 mil to bank le...
1 hr add 1.3 mil cash to bank le...

think also hand shake

In the long-run, it targets to build a capacity of ~15 billion pieces of gloves for the US market, specifically supplying to the US government agencies and hospitals initially. Ultimately, its ambition is to capture ~10% of US market with US-made gloves from its production capacity there.

15 bil US made + 24 bil malaysia made (50% of 48 bil ) = more than 20% dominace US market share by Supermax in future.

2021 add 10 bill caps. PAT easily hit more than 2 bil per qtr with Current ASP Conservatively (not 2021 ASP).

U scared or not 2bil PAT per qtr in 2021 with 10 bil more caps @current ASP.

U scared or not 2bil PAT per qtr.

U scared or not 2bil PAT per qtr.

u think angmo fund will support supermax or not...supermax is building glove plant in their own country to help them fight covid. of course they will support. they lagi support super listed in us.

since few foreign investor dare to touch malaysia stock..supermax shld spin off trespective division o let their own country support them.

may b they can consider listing their Supermax healthcare uk too..lol...like that can unlock all their true value...lol.

Not so soon la...1st get on sgx ...get the funding..then when their plant is up and running in us. They might consider listing US division on Nasdaq. for their 2nd phase of expansion. Jus my anticipation.

Building Plant in US(15 billion long term ) n UK is a big movement.
Dun take it lightly...this is the game changer. U mus read between the line. What brings them there ?what r the plan.What are they aiming? So many things are happening behind...

Beyond Mask + US long term contract. back to precovid level price?
u r looking at future Johnson n John son... f my gut feeling is correct... They will be listed in US in future.. Their Supermax Healthcare US will most probably list in NASDAQ to raise fund for further US expansion.

by that time lets c which fund will win in the tug of war.

what makes supermax set up local plant in us n uk ...not even harta nad tg dare to do ?

Supermax shld hav signed long term contract with US Gomen and customer for long term planning of building local manufacturing plant. They could b supplying direc to Stockpiling reserve in US n UK Meaning Asp is not coming down anymore. The current price will be long term price +-20% according to supply n demand.
so pls wake up.

by next qtr super may hav 4 billion cash in bank already...lol...can do so many thing....n rest assured...they hav a lot of things to do with that money...

someone say super will fall bak to 30 mil per qtr post covid...i jus wan to laf sometime....jus beyondmask alone can give super 500m to 1 bil profit annualy in future ...for replaccing traditional n95 market. that is with or without covid scenatio. so pls wake up.

all the ib may or may not know ...but i suspect they know...but jus playing it down as usual. if they dunno like in the march..not seeing it coming like the covid.

pls sweep up all your warrant n prepare for it dun later no chance to make profit do all those stunt again.