freetospeak

freetospeak | Joined since 2017-10-16

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Stock

2020-05-13 21:52 | Report Abuse

wah ...all kena virus strike ga...wat other broker got problem? maybank no problem.

Stock

2020-05-13 21:48 | Report Abuse

already more savy investor already park their fund ...they jus wanna know the exit point only from next qtr report.

Stock

2020-05-13 21:47 | Report Abuse

wondering..once the asp price increment ratio is known to public and from nex qtr u can calcualte how much cost reduction u can get. the rest the market will react in lightning speed.they wont wait til next qtr to buy.

Stock

2020-05-13 21:37 | Report Abuse

Dear OTB sifu,

U have already said it all, both FA n TA is positive for MTAG. Even without covid bonus. The stock can stand on its own.Covid as a catalyst jus speed up the price acceleration. Hoping the subsequent Qtr will b a good but MCO sure will hit them in their nex report hopefully they can offset it with enough stockpile n higher price. I hav also bought in to MTAG and hope to reap a fruitful investment.

Pls take good care of your health, and looking forward to your great stock picks in future.

Stock

2020-05-13 21:07 | Report Abuse

i jus need some feedback so that i can improve my calculation. i try to b as conservative as possible to avoid misleading the reader. thank u for your support.

Stock

2020-05-13 21:04 | Report Abuse

the management only use 60 million about 10% of total profit (600 million) to buy back.

Stock

2020-05-13 20:57 | Report Abuse

if supermax also increase asp by 30% , tp 11 is low, the tp for 30% asp is 16 +.Top Glove conference call notes .

Stock

2020-05-13 20:54 | Report Abuse

if u read my calculation for supermax eps 37 sen tp 11 , u know all other glove stock will also earn alot n i mean a lot. they will fly like mad n related counter also.

Stock

2020-05-13 20:53 | Report Abuse

jus hold all the glove stock will fly like mad next wk after 1st report by one of the big 4. all related counter will also fly like mad.

Stock

2020-05-13 20:51 | Report Abuse

when i say eps 37 sen tp rm11..nobody beleive me i think...lol

Stock

2020-05-13 20:42 | Report Abuse

can u imagine earning 600 million for supermax per yr? that is 5 years earning !!!!

Stock

2020-05-13 20:40 | Report Abuse

so who want to sell at pe 8 now at rm4 ?

Stock

2020-05-13 20:38 | Report Abuse

i already mention supermax profit will be minimum 100 million nabove .
5% increase price is 100 million, 10% increase is 120 millioin, 15% increase is 140 million, 20 % is 160 million.

my calculation pe 20 is rm6,pe 30 is rm9.00
every 5% increase in sales price will increase 20% profit n tp.
eg. 10% increase price = 37 sen eps pe 30= rm 11.1
20% increase price = 55.53 pe 30 =RM16.66
based on last yr qtr 3

2.64 eps
361,199k sales
34,617k profit
2019-03-31

361,199k sales x 30% more sale due to max production = 469558 x5% price increase(be conservative) = 493, 036k

new Cost = 361199 - 34617= 326582 x1.20 (30% increase production - 10% cost saving ) =391898
estimate profit at 493036 - 391898 = 101137k

Profit increase factor = 101137/34617 = 2.92x

2.92 x 2.64 = 7.71 per qtr
7.71 x 4 qtr = 30.85
pe30 =rm 9.25

Stock

2020-05-13 17:53 | Report Abuse

i beleive if supermax drop below 3..sbb will be activated.

Stock

2020-05-13 17:50 | Report Abuse

even without covid...mtag is already worth rm1.00 minimum..not to say with covid factor.

Stock

2020-05-13 17:48 | Report Abuse

68,888,000 treasury share....i love this number...lol..tp..6.88

Stock

2020-05-13 16:38 | Report Abuse

jus beleive otb sifu la...sure will go up n up ..

Stock

2020-05-13 16:25 | Report Abuse

supermax is in the big 4 group...very solid business. if top glove n harta no down.supermax will not down.

Stock

2020-05-13 16:24 | Report Abuse

nex wk report..supermax will annouce 3 x higher profit...1 qtr =3 qtr...u still want to sell at 3.60????

Stock

2020-05-13 16:22 | Report Abuse

beleive in sold profit report..u cannot go wrong.3.50 is too cheap to sell.

Stock

2020-05-13 16:21 | Report Abuse

too many short term holder for the 2nd group.they wan to wash out.

Stock

2020-05-13 16:15 | Report Abuse

supermax is trading at pe 12 based on forward earning...no way for me to sell.

Stock

2020-05-13 16:08 | Report Abuse

y suddenly everyone server down ??? is it becoz of that glove stock kena hammered becoz cannot key in buy order?

Stock

2020-05-13 16:01 | Report Abuse

where can the price go...when report comes out 100 million profit . still at rm4.00..impossible.

Stock

2020-05-13 15:59 | Report Abuse

beby shark b4 u run let me know too..

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2020-05-13 15:58 | Report Abuse

no wonder drop becoz calvin sell ah..

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2020-05-13 15:56 | Report Abuse

sadest thing is not stock collapse...the saddest thing is collapse no money buy liao...lol

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2020-05-13 15:54 | Report Abuse

baby shark always say very soon...lol...

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2020-05-13 15:51 | Report Abuse

tp 2.5 when wil lich?

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2020-05-13 15:50 | Report Abuse

top glove no fall..means glvoe stock wont fall..

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2020-05-13 15:49 | Report Abuse

cb...no money to buy ...sianz....

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2020-05-13 15:48 | Report Abuse

the only thing i hate is i got no money to buy liao...lol

Stock

2020-05-13 15:32 | Report Abuse

wah good time to add nex wk u wont c rm3.++ anymore...

Stock

2020-05-13 15:13 | Report Abuse

wah who so nice sell so cheap ..!!!

Stock

2020-05-13 14:27 | Report Abuse

some buddy say in comfort forum that the glove price rise by 5 x so comfort profit will rise to astromical level. i not so ambitious , got 20% increase in price is good enuff for supermax.

my calculation pe 20 is rm6,pe 30 is rm9.00
every 5% increase in sales price will increase 20% profit n tp.
eg. 10% increase price = 37 sen eps pe 30= rm 11.1
eg. 20% increase price = 49.36 sen eps pe 30= rm 14.8

Stock

2020-05-13 14:13 | Report Abuse

the management cannot wait to reveal the superb result...wat do u think the actual profit will be..60 million ...80 million or 100 million or 150 million?

Stock

2020-05-13 14:09 | Report Abuse

my calculation pe 20 is rm6,pe 30 is rm9.00
every 5% increase in sales price will increase 20% profit n tp.
eg. 10% increase price = 37 sen eps pe 30= rm 11.1

based on last yr qtr 3

2.64 eps
361,199k sales
34,617k profit
2019-03-31

361,199k sales x 30% more sale due to max production = 469558 x5% price increase(be conservative) = 493, 036k

new Cost = 361199 - 34617= 326582 x1.20 (30% increase production - 10% cost saving ) =391898
estimate profit at 493036 - 391898 = 101137k

Profit increase factor = 101137/34617 = 2.92x

2.92 x 2.64 = 7.71 per qtr
7.71 x 4 qtr = 30.85
pe30 =rm 9.25

Stock

2020-05-13 11:45 | Report Abuse

rm4 sure break la..if not is not foreign fund.

Stock

2020-05-13 11:43 | Report Abuse

3.00...base on wat ?

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2020-05-13 11:40 | Report Abuse

babyshark..wats your tp...........

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2020-05-13 11:03 | Report Abuse

today up 30 sen hit limit up when big 4 hit limit up...

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2020-05-13 10:55 | Report Abuse

today is limit up day for big 4

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2020-05-13 10:53 | Report Abuse

limit up today !!!!!!!!!

Stock

2020-05-13 10:35 | Report Abuse

very good..rm5 b4 report..after the superb result in qtr..limit up!!!!!!!

Stock

2020-05-13 10:18 | Report Abuse

bot another 400k la...otb sifu n baby shark..i count on u la...

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2020-05-13 10:04 | Report Abuse

i support otb la...bought 400k

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2020-05-13 09:50 | Report Abuse

limit up la...once also good...lol

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2020-05-13 09:11 | Report Abuse

supermax is really the lowest pe together with kossan...2 hand in hand run together at the bak..lol

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2020-05-13 07:38 | Report Abuse

I tot is out of stock...?

Stock

2020-05-13 07:21 | Report Abuse

I only use last yr qtr resultwith 30% increase in volume,n 5% increase in sales price..oledi can get 100million profit. No consider weak ringit,weak oil price,weak natural gas n obm advantage.