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Stock
2020-10-29 11:28 | Report Abuse
nvm they will know in few years time whether supermax can sustain or not...they wont know one becoz i come from future. lol...some say...
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2020-10-29 11:27 | Report Abuse
toneefa...i already pointed out post covid scenario lo...the current price is already trading below post covid profit for supermax...lol
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2020-10-29 11:06 | Report Abuse
next qtr more than 1 billion PAT...with 65% margin n possibly 70%...that is historical...now is just the start. ASP 220 USD...think need 2 more qtrs to reflect. By the time 2 more qtrs.. ASP will be 300 already. Think not possible...USD220 also ppl say not possible.
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2020-10-29 11:03 | Report Abuse
no company in bursa can get 65 to 70% margin over 1 bill ion profit...only supermax.
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2020-10-28 08:54 | Report Abuse
U will c in future.
AURELIA GLOVE made in USA..for USA...
Fear wats BEYOND..wear the MASK...BEYONDMASK...made in USA
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2020-10-27 20:47 | Report Abuse
SUPERMAX the only glove company to have US and UK plant.
Stock
2020-10-27 18:29 | Report Abuse
Building Glove Manufacturing Plants Closer to Customers in the USA and UK
MEANING :
1.Supermax is on long term contract with Us and UK.
2. ASP for Supermax will not go down even POST COVID.
3.Supermax PPE will get priority in US and UK.
4. TAX incentive likely.
5. Shielded form China PPE competition.
Stock
2020-10-27 17:23 | Report Abuse
TIME to check out BEYOND MASK
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
The Supermax Group has decided to enter into Face Mask Manufacturing in Malaysia and in Canada.
This is to complement our existing global supply chain that the Group has built over the years. We
have started delivery of millions of masks to the Government in Canada since early October 2020.
Stock
2020-10-27 17:18 | Report Abuse
CIA estimation at ...
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
We are expecting a PAT 781 m to 917 mil. AVG 850 mil.
It hit the lower side of our estimation of 781m (estimation) VS 789 (actual)
Good estimation CiA team !!!
Stock
2020-10-27 17:12 | Report Abuse
The Supermax Group has decided to enter into Face Mask Manufacturing in Malaysia and in Canada.
This is to complement our existing global supply chain that the Group has built over the years. We
have started delivery of millions of masks to the Government in Canada since early October 2020.
BEYONDMASK had commenced.....
Stock
2020-10-26 21:26 | Report Abuse
Giant Panda ...sorry for the misunderstanding...lol
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2020-10-26 21:19 | Report Abuse
Giant panda...ok understood...any profit higher than 400m is excellent.
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2020-10-26 21:14 | Report Abuse
vanness...lol...600m -800 m i can understand......400m...unless asp never increase stay in march to may price or production drop by 50%. either one.
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2020-10-26 21:11 | Report Abuse
why still got ppl talking about profit below 400m...i tot that is april topic already....i already gave forcast up to from qtr 4 ,qtr 1 and qtr 2 from my blog....base on export volume...is close to 80% correct. 400m...are we going bak to april....when i first started blowing trumpet...lol...
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2020-10-26 16:30 | Report Abuse
remember...the qtr 1 result will be convincing to the major fund...as a qualification to buy.
The KLCI index is the strongest catalyst.
When super is qualified and indexed.
The buy call from fund will be activated.
Infact they hav been parking fund since last few wks positioning for indexing.
Result is a prelude to the strongest catalyst coming for SUPERMAX.
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Stock
2020-10-26 16:22 | Report Abuse
Stock: [SUPERMX]: SUPERMAX CORP BHD
Oct 26, 2020 11:03 AM | Report Abuse
MID LONG TERM...hold and add...short term...Trade opportunfity...Lazy investor....close your screen...shrewd trader...good opportunity...
Anyone got my hint...
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2020-10-26 13:26 | Report Abuse
Parrot..yes..i3 is very unstable recently.
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2020-10-26 11:03 | Report Abuse
MID LONG TERM...hold and add...short term...Trade opportunity...Lazy investor....close your screen...shrewd trader...good opportunity...
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2020-10-22 18:21 | Report Abuse
https://mybeyondmask.com/blogs/pages/for-professionals
This page shows that beyond mask is 30% cost of N95 . It is a perfect choice for business , hospitals and public to replace for N95. Even with no COVID N95 market is already huge.
Not to say now worldwide shortage of N95. Jus supplying to Malaysia alone is already huge market.
Supermax had prepared for 8 million mask supply for malaysia.
Do u think its just ordinary mask? Why supply ordinary mask when they got beyondmask.
Of course we wont know until they annouce more news on that. It jus my guess.
More can be read here
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
Stock
2020-10-22 17:22 | Report Abuse
Nononsense ...ok i saw the price...thanks a lot...
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2020-10-22 17:17 | Report Abuse
No nonsense...where is the price stated...din c any price..last time i saw is around US100 3 months bak. since then they din put the price on site.
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2020-10-22 17:13 | Report Abuse
i dunno this qtr 1 got 1bil profit or not...but i 100% confirm qtr 2 will be above 1bil profit as can be seen here.
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h153473...
I dun think the market already digested the 2+ billion profit for QTR 1 and QTR 2 for Supermax.
The market still valuing Supermax at 330 mil PAT per qtr.
The price @ qtr1 2020 was about 68sen @24 mil PAT. It had risen to 9.47 which is only 1400%.
At current price it is valuing Supermax at 24mil x14 = 330mil PAT which is even lesser than last Qtr PAT of 400 mil.
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
Stock
2020-10-22 17:04 | Report Abuse
GEOGE SOROS BET on Tuesday...miss my blog?
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534735992-SUPERMAX_OBM_The_George_Soros_bet_AGAIN_REVISIT.jsp
Stock
2020-10-20 14:21 | Report Abuse
SUPERMAX OBM - The George Soros bet AGAIN? (REVISIT)
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534735992-SUPERMAX_OBM_The_George_Soros_bet_AGAIN_REVISIT.jsp
SUPERMAX - BEYOND GLOVES !!!
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
PLS SUPPORT
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2020-10-20 09:25 | Report Abuse
snakeoil seller ....chief...lol
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2020-10-20 09:21 | Report Abuse
SUPERMAX - BEYOND GLOVES !!!
https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h153467...
Pls support. Thank you.
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2020-10-20 09:19 | Report Abuse
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2020-10-14 10:48 | Report Abuse
if more than my projection very good...i always lower market consensus...lol thats my job...
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2020-10-14 10:41 | Report Abuse
its jus when or how fast only....
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2020-10-14 10:40 | Report Abuse
especially supermax will break ath again...with strong fundamental supporting...
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2020-10-14 10:38 | Report Abuse
if more n more glove counter break ATH ...no brainer ...all will catch up as fund flow aroound...
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2020-10-14 10:36 | Report Abuse
2721...wah ...u still around...thumbs up...many old timer not around oledi left me old man...
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2020-10-14 10:07 | Report Abuse
super_newbie..ya...they are selling already but not on large scare...need preparation n certification for large scale roll out. Trademark also still registering.
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2020-10-14 10:00 | Report Abuse
Government bodies from Canada, US, Brazil, UK , Europ, China, Malaysia gomen need beyondmask or not...can replace n95, 3 ply mask...can cater size and standard size. wat size also got.from xs to xl or custom fit.
Can use 100x...cheaper than n95 n perform better than n95. what r u waiting for. malaysia gomen place order now.
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2020-10-14 09:53 | Report Abuse
i am waiting for canada contract award ...lol...how many beyondmask canada gomen wan to order.. 10mil 20 mil or 60 million...? ok jus a start 1 million... ok or not?
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2020-10-14 09:38 | Report Abuse
The SC has 14 days left to appeal the decision made by Judicial Commissioner Datuk Azhar Abdul Hamid, who found the Sessions Court's decision to convict the duo to be unsafe after hearing the submissions.
today is the last day..SC appeal had expired...welcome bak STANLEY as BOD soon.
STANLEY will hav good news n goodies to celebrate his return.
This AGM will be officially chaired by Stanley again and will boost foreign fund confidence.
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2020-10-13 13:36 | Report Abuse
From what we observe...beyondmask is a low cost high premium product. a 10% margin is very conservative.
With own distribution network. it can oledi tap on ready pool of customers worldwide. and mean while expanding their customer base with this new product. Also beneficial to their gloves n ppe business. A win win situation.
Super jus announced they have a 8million mask capacity for mask production in last qtr result report. How much of these are normal mask or is it inclusive of beyond mask capacity we dunno yet. But we believe super is already undergoing beyondmask production preparation with the previous qtr hint of canada government contract incoming.
I am waiting for surprises.
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2020-10-13 13:09 | Report Abuse
liewtz06..we can only estimate the potential. how much profit we can only guess. but judging from the features of beyondmask. the potential is huge.
judging from canada market itself. beyondmask already a big market. not to say worldwide. if every obm centre able to produce n sell few million per month thats crazy profit even a 10% margin .
from chief999
https://www.cbc.ca/news/investigates/canada-searching-masks-international-1.5517276
The Trudeau government's announcement Tuesday that it will spend up to $2 billion to procure personal protective equipment — including more than 60 million N95 masks — comes weeks into a global pandemic and raises questions about Canada's emergency preparedness.
Canada easily need 60 million N95 masks.
easily 1.5billion USD revenue... => RM6.3b.... @ 10% margin = RM630million per year easily... :)
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2020-10-13 12:07 | Report Abuse
ok..super_nuBEE ...upgraded...lol...
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2020-10-13 11:40 | Report Abuse
topglove drop to bb mayb becoz the force labor issue? downgraded in 2018.
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2020-10-13 11:36 | Report Abuse
mayb msci bot more supermax...
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2020-10-13 11:20 | Report Abuse
wah only 2 star...very good...a lot of room for improvement...mean price now is low..thanks super_newbie
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2020-10-13 11:15 | Report Abuse
chief...like that got 1st hand move can capture loyal customer fast also. their target customer usually turned loyal customer.
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2020-10-13 10:57 | Report Abuse
but the public din c it coming...he he
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2020-10-13 10:56 | Report Abuse
super only need to set up clean room at their respective obm network node. with their experience in contact lens...they can set up manufacutring base n supply beyondn95mask to hospital idrect with gomen contract. huge potential n fast to roll out .
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2020-10-13 10:52 | Report Abuse
chief999...the potential even bigger than glove i am afraid...
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2020-10-13 10:51 | Report Abuse
money888...yes...correct. but that is 4 qtr time frame. but probably u wont c that number becoz they shld be another bonus within the 1 yr.
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-10-29 11:32 | Report Abuse
i am not saying asp will not come down...even come down supermax also hav many product and business and capacity to sustain the profit in long term....400m per qtr for super is nothing in future..
current price is obviously trading below that..