Supermax Prospects

Glove Division

d) Building Glove Manufacturing Plants Closer to Customers in the USA and UK

The vulnerability of disruption of PPE Supply Chains or over dependence on imports is the

primary concern of governments around the world. To address this major concern in

countries where Supermax operates, in addition to the capital expenditure that the Group is

putting into Glove Manufacturing in Malaysia, we are reinvesting the earnings derived

from our Distribution Centres into the respective countries where Supermax operates:

i) Allocation of US$300 million in Glove Manufacturing in USA for Phase #1 &
US$250 million for Phase #2.

ii) Allocation of GBP£50 million in Glove Manufacturing in UK.

• Plant #18 in USA and Plant #19 in UK

the highest ASPs

have not been reflected in this current quarter

Supermax Prospects

Glove Division

b) ASPs Continue to Increase

The Average Selling Prices (ASPs) are continuing to trend upwards and the highest ASPs

have not been reflected in this current quarter. We are optimistic that our OBM cum

Distribution Business Model will exhibit even healthier & stellar performances in the

coming quarters.

Demand Continues to Increase & Supermax is in Oversold Position

Demand Continues to Increase & Supermax is in Oversold Position

Demand Continues to Increase & Supermax is in Oversold Position

Supermax Prospects

Glove Division

a) Demand Continues to Increase & Supermax is in Oversold Position

The demand for gloves as a personal protection equipment has heightened as the world

fights the COVID-19 pandemic. We are seeing the emergence of new consumers and new

consumption not previously

Supermax bosses will make sure going up to AGM



GENERAL MEETINGS: Notice of Meeting
SUPERMAX CORPORATION BERHAD

Type of Meeting General
Indicator Notice of Meeting
Description
Notice of Twenty-Third Annual General Meeting
Date of Meeting 02 Dec 2020
Time 10:00 AM

Top up some more to make the multiple of 4,500 shares to avoid Odd Lots (Less Than 100 Shares)

Supermax share dividend 1 / 45 = 2.2222% higher than Banks FD <= 1.7%

Supermax share dividend 1 / 45 = 2.2222% higher than Harta dividend 0.5% only
(3.85+2.10+2.05+1.80)/100/18.02=0.5%

Supermax share dividend 1 / 45 = 2.2222% higher than Topglov dividend 1.3% only
(0+0+10.00/3+8.50)/100/8.78=1.3%



As long as you owned or bought Supermax mother shares by end of 4 Dec 2020 (Friday) then you are entitled

Supermax P/E Ratio has dropped to 19 Ridiculously Low

Stock Name______HARTA____________SUPERMX

Profit After Tax___RM 121 Million______RM 30 Million

Profit After Tax___RM 116 Million______RM 71 Million

Profit After Tax___RM 220 Million______RM 400 Million

Profit After Tax___RM 545 Million______RM 790 Million

==============================================

Trailing 4Q PAT___RM 1002 Million______RM 1290 Million

==============================================

Number of Shares___RM 3417 Million______RM 2582 Million

Earnings Per Share___RM 0.2931_________RM 0.4998

Current Share Price___RM 18.16_________RM 9.48

P/E Ratio______62____________19



If the Market values SUPERMX *** only Half of HARTA Absurdly High P/E ***

then SUPERMX is 62 x 50% / 19 x RM 9.48 = *** RM 15.48 ***



or 62 x 50% = 31 P/E
31 P/E x RM 0.4998 EPS = *** RM 15.48 ***

assuming Supermax OBM-X
• No more increase of ASP
• No more increase of Stunning net profit margin 60.07%
• No inclusion into KLCI sure command higher PE valuation
• No Beyondmask and other PPE income
• No increase of new line production
• No increase of exports 58% of production under its own brands via its own distribution centres
• No expansion in UK and US
• No dual listing on SGX
• No increase of net cash whopping RM2.36 billion to next QR possibly 4b


EPS/Qr___Forward4Q___EPS/Yr______P/E______Fair Value______Fair Value discount 30%
30.58______4.00______122.32___20.00______RM 24.46______RM 17.12

30.58______4.00______122.32___25.00______RM 30.58______RM 21.41

30.58______4.00______122.32___30.00______RM 36.70______RM 25.69

30.58______4.00______122.32___35.00______RM 42.81______RM 29.97

30.58______4.00______122.32___40.00______RM 48.93______RM 34.25

1,069 Bursa stocks are down, this is the great opportunity to move your money to Supermax before 1-for-45 Share Dividend inclusion into KLCI

Hesitate no more, delay no further

Please act faster than local funds, foreign funds and ETFs managers, HURRY ~~~

even Uncle also know how to appreciate Supermax, much better than those low class lousy “analysts”


Supermax: my revised target price - Koon Yew Yin

Publish date: Wed, 28 Oct 2020, 9:04 AM

https://klse.i3investor.com/blogs/koonyewyinblog/2020-10-28-story-h1535506589-Supermax_my_revised_target_price_Koon_Yew_Yin.jsp


In view of its latest announcement I need to revise my target price.

Total EPS Rm 1.736 for the year. Based on P/E 15, my target price is Rm 26.00.

I believe my target price of Rm 26 is achievable because my assumption of its 25% increase in quarterly profit is quite conservative.

very soon Supermax enters KLCI

Local Funds, Foreign Funds, ETFs move as little as 10% of money from topglov and harta to Supermax Enough Eat Liao hehe

Many still in denial of Supermax’s stellar performance, TOO GOOD TO BELIEVE they continue to undervalue Supermax

Just like many still in denial of COVID-19 Coronavirus, they think it’s Not Real, it won’t hit me, it’s a Hoax, it’ll auto disappear

Supermax's PE will explode to 40X or 50X.

Supermax Prospects

Dual-Listing in SGX

The Company is looking to widen the Shareholder’s structure base which includes foreign

based institutional investors to take up future fund raising and future business expansion

globally. The company will make announcement once an Investment Bank is appointed to

carry out this corporate work.

Prepayment received 30%, 40%, 50% from customers increased from RM 829 Million to RM 1,161 Million
( RM 1,161 Million / RM 829 Million = 140%)


OMG so Delicious!!! RM 1.161 Billion (RM 1,161,000,000) Cash received in advance from customers


Tell me which other Bursa company let you see such Clear Stable Earnings Visibility for the next one year lead time


RM 1,161 Million / 50% = RM 2,322 Million = RM 2.3 Billion revenue Guaranteed for the next one year! AMAZING
RM 2,322 Million / 4 Quarters = RM 580.5 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL


RM 1,161 Million / 40% = RM 2,902.5 Million = RM 2.9 Billion revenue Guaranteed for the next one year! AMAZING
RM 2,902.5 Million / 4 Quarters = RM 725.625 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL


RM 1,161 Million / 30% = RM 3,870 Million = RM 3.9 Billion revenue Guaranteed for the next one year! AMAZING
RM 3,870 Million / 4 Quarters = RM 967.5 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL

Supermax - with the best performing NP Margin

Author: lkpiew | Publish date: Wed, 28 Oct 2020, 12:26 PM

https://klse.i3investor.com/blogs/lkp/2020-10-28-story-h1535451879-Supermax_with_the_best_performing_NP_Margin.jsp

There are many financial indicators to take note of, one of it, i call it viagra indicator is the NP Margin and its GROWTH % (work it out yourself), if you take a closer look of the big 4, last 4 qtr NP Margin in %; there are 101 explainations on this, all the i3 pro can explain their side of the story, but we are here to make money, for ladies, if you are in a beauty saloon, you need to know how a beautician can transform you into a one night beauty queen, for a man (with energy) in a night club, you need some good alcohol and a nice blonde to make you a one night Superman....Voila

Supermax 7.79% > 16.18% > 43.94% > 60.07% ==== >> average 4 qtr is 41%

Topglove 9.24% > 9.43% > 20.73% > 42.65% ===> average 4 qtr 26%

Hartalega 14.69% > 15.27% > 14.87% > 24.03% => average 4 qtr 17%

Kossan 9.44% > 10.65% > 10.67% > 18.86% ==> average 4 qtr 13%

You can command the biggest market shares, the highest volume, the best ASP, the longest waiting list orders, but if you cannot control the cost / overheads, it is not going to turn those into profit (and hard cash). make your calculation, get your target PE, target price, stick to your objective, There are the popular 4 big 4 small gloves counters, you can't have them all at the same time, how much can you eat / drink in a buffett party ? to fill up your stomach, takes only 10 minutes,

A am a man, so, what to hurry? enjoy your wine, hold on to the blonde in your arm, call a cab before music stop and light switch on.

Happy making money !!!

Demand Continues to Increase & Supermax is in Oversold Position

Demand Continues to Increase & Supermax is in Oversold Position

Demand Continues to Increase & Supermax is in Oversold Position

Supermax Prospects

Glove Division

a) Demand Continues to Increase & Supermax is in Oversold Position

The demand for gloves as a personal protection equipment has heightened as the world

fights the COVID-19 pandemic. We are seeing the emergence of new consumers and new

consumption not previously

GENERAL MEETINGS: Notice of Meeting
SUPERMAX CORPORATION BERHAD

Type of Meeting General
Indicator Notice of Meeting
Description
Notice of Twenty-Third Annual General Meeting
Date of Meeting 02 Dec 2020
Time 10:00 AM

Share Dividend
SUPERMAX CORPORATION BERHAD

Entitlement subject Share Dividend
Entitlement description
Final dividend via share dividend distribution on the basis of one (1) treasury share for every forty-five (45) existing ordinary shares held in the Company in respect of the financial year ended 30 June 2020.
Ex-Date 07 Dec 2020
Entitlement date 08 Dec 2020

Top up some more to make the multiple of 4,500 shares to avoid Odd Lots (Less Than 100 Shares)

Supermax share dividend 1 / 45 = 2.2222% higher than Banks FD <= 1.7%

Supermax share dividend 1 / 45 = 2.2222% higher than Harta dividend 0.5% only
(3.85+2.10+2.05+1.80)/100/18.02=0.5%

Supermax share dividend 1 / 45 = 2.2222% higher than Topglov dividend 1.3% only
(0+0+10.00/3+8.50)/100/8.78=1.3%



As long as you owned or bought Supermax mother shares by end of 4 Dec 2020 (Friday) then you are entitled

even Uncle also know how to appreciate Supermax, much better than those low class lousy “analysts”


Supermax: my revised target price - Koon Yew Yin

Publish date: Wed, 28 Oct 2020, 9:04 AM

https://klse.i3investor.com/blogs/koonyewyinblog/2020-10-28-story-h1535506589-Supermax_my_revised_target_price_Koon_Yew_Yin.jsp

In view of its latest announcement I need to revise my target price.

Total EPS Rm 1.736 for the year. Based on P/E 15, my target price is Rm 26.00.

I believe my target price of Rm 26 is achievable because my assumption of its 25% increase in quarterly profit is quite conservative.

Supermax FaceMasks Canada biz revenue Profit will start contributing in the next quarterly result!

Supermax Prospects

b) Supermax in Canada:

To respond to the call by the Canadian Government to be self-sufficient in PPE supply

with Made in Canada PPEs products. Supermax Healthcare Canada Inc has started

manufacturing of FaceMasks with the incorporation of subsidiary company, Supermax

Medical Inc (SMI), and have started delivery of Masks to the Government in early
October, 2020.

Supermax Canada has also been awarded contracts from Federal and Provincial
governments in Canada to supply FaceMask and other PPEs. To date, millons of FaceMasks have been delivered to the government in Canada.

Supermax - with the best performing NP Margin

Author: lkpiew | Publish date: Wed, 28 Oct 2020, 12:26 PM

https://klse.i3investor.com/blogs/lkp/2020-10-28-story-h1535451879-Supermax_with_the_best_performing_NP_Margin.jsp

There are many financial indicators to take note of, one of it, i call it viagra indicator is the NP Margin and its GROWTH % (work it out yourself), if you take a closer look of the big 4, last 4 qtr NP Margin in %; there are 101 explainations on this, all the i3 pro can explain their side of the story, but we are here to make money, for ladies, if you are in a beauty saloon, you need to know how a beautician can transform you into a one night beauty queen, for a man (with energy) in a night club, you need some good alcohol and a nice blonde to make you a one night Superman....Voila

Supermax 7.79% > 16.18% > 43.94% > 60.07% ==== >> average 4 qtr is 41%

Topglove 9.24% > 9.43% > 20.73% > 42.65% ===> average 4 qtr 26%

Hartalega 14.69% > 15.27% > 14.87% > 24.03% => average 4 qtr 17%

Kossan 9.44% > 10.65% > 10.67% > 18.86% ==> average 4 qtr 13%

You can command the biggest market shares, the highest volume, the best ASP, the longest waiting list orders, but if you cannot control the cost / overheads, it is not going to turn those into profit (and hard cash). make your calculation, get your target PE, target price, stick to your objective, There are the popular 4 big 4 small gloves counters, you can't have them all at the same time, how much can you eat / drink in a buffett party ? to fill up your stomach, takes only 10 minutes,

A am a man, so, what to hurry? enjoy your wine, hold on to the blonde in your arm, call a cab before music stop and light switch on.

Happy making money !!!

Both ah Trump and ah Joe open arms wide wide big welcome Supermax

SUPERMAX the only glove company to have US and UK plant

Now do not have US customs CBP issue, future also won’t have at all

Supermax Prospects

Glove Division

d) Building Glove Manufacturing Plants Closer to Customers in the USA and UK

The vulnerability of disruption of PPE Supply Chains or over dependence on imports is the

primary concern of governments around the world. To address this major concern in

countries where Supermax operates, in addition to the capital expenditure that the Group is

putting into Glove Manufacturing in Malaysia, we are reinvesting the earnings derived

from our Distribution Centres into the respective countries where Supermax operates:

i) Allocation of US$300 million in Glove Manufacturing in USA for Phase #1 &
US$250 million for Phase #2.

ii) Allocation of GBP£50 million in Glove Manufacturing in UK.

low hai also don’t want sell hold tight tight wait patiently

Money is made in the WAITING

Prepayment received 30%, 40%, 50% from customers increased from RM 829 Million to RM 1,161 Million
( RM 1,161 Million / RM 829 Million = 140%)


OMG so Delicious!!! RM 1.161 Billion (RM 1,161,000,000) Cash received in advance from customers


Tell me which other Bursa company let you see such Clear Stable Earnings Visibility for the next one year lead time


RM 1,161 Million / 50% = RM 2,322 Million = RM 2.3 Billion revenue Guaranteed for the next one year! AMAZING
RM 2,322 Million / 4 Quarters = RM 580.5 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL


RM 1,161 Million / 40% = RM 2,902.5 Million = RM 2.9 Billion revenue Guaranteed for the next one year! AMAZING
RM 2,902.5 Million / 4 Quarters = RM 725.625 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL


RM 1,161 Million / 30% = RM 3,870 Million = RM 3.9 Billion revenue Guaranteed for the next one year! AMAZING
RM 3,870 Million / 4 Quarters = RM 967.5 Million per quarter revenue Guaranteed for the next 4 quarters! WONDFERFUL

the highest ASPs

have not been reflected in this current quarter

Supermax Prospects

Glove Division

b) ASPs Continue to Increase

The Average Selling Prices (ASPs) are continuing to trend upwards and the highest ASPs

have not been reflected in this current quarter. We are optimistic that our OBM cum

Distribution Business Model will exhibit even healthier & stellar performances in the

coming quarters.

Oversold Position

Oversold Position

Oversold Position

Supermax Prospects

Glove Division

a) Demand Continues to Increase & Supermax is in Oversold Position

The demand for gloves as a personal protection equipment has heightened as the world

fights the COVID-19 pandemic. We are seeing the emergence of new consumers and new

consumption not previously

even Uncle also know how to appreciate Supermax, much better than those low class “analysts”



Supermax: my revised target price - Koon Yew Yin

Publish date: Wed, 28 Oct 2020, 9:04 AM

https://klse.i3investor.com/blogs/koonyewyinblog/2020-10-28-story-h1535506589-Supermax_my_revised_target_price_Koon_Yew_Yin.jsp



In view of its latest announcement I need to revise my target price.

Total EPS Rm 1.736 for the year. Based on P/E 15, my target price is Rm 26.00.

I believe my target price of Rm 26 is achievable because my assumption of its 25% increase in quarterly profit is quite conservative.

better Buyback all the shares to list on SGX, US and other overseas markets

where Supermax will be highly appreciated to reflect fair valuation


delist from sick Bursa is good decision

As expected, those “Analysts” eat shit ones

they say:
• Reiterate Outperform
• higher-than-expected ASP and margin
• ASP anticipated to continue rising
• Undemanding PER valuation
• earnings beat expectations
• better than expected margin
• the company is still in an oversold position
• Earnings forecast revised upwards

but these “Analysts” maintain and even lower target price?!! wtf Wtf WTF!!!

Uncle is much better than these “Analysts”

The best “analyst” in Malaysia who looks like finally settled in Supermax Hahahaha

Supermax: my revised target price - Koon Yew Yin

Publish date: Wed, 28 Oct 2020, 9:04 AM

https://klse.i3investor.com/blogs/koonyewyinblog/2020-10-28-story-h1535506589-Supermax_my_revised_target_price_Koon_Yew_Yin.jsp


In view of its latest announcement I need to revise my target price.

Total EPS Rm 1.736 for the year. Based on P/E 15, my target price is Rm 26.00.

I believe my target price of Rm 26 is achievable because my assumption of its 25% increase in quarterly profit is quite conservative.

another new troll id

yesterday @ Mahkota
today @ Runnnnnnnnn

everyday create new id to troll…not tired meh LOL

Sooner or later by end of the year

to adhere to policy Local Funds, Foreign Funds, ETFs will all have to re-balance their portfolio to spread money

from Old Blue Chips to New Blue Chip Supermax

from Topglov Harta to new KLCI index stock Supermax

perhaps it’s already work in progress :)

assuming Supermax OBM-X
• No more increase of ASP
• No more increase of Stunning net profit margin 60.07%
• No inclusion into KLCI higher PE valuation
• No Beyondmask and other PPE income
• No increase of new line production
• No increase of exports 58% of production under its own brands via its own distribution centres
• No expansion in UK and US
• No dual listing on SGX
• No increase of net cash to whopping RM2.36 billion


EPS/Qr___Forward4Q___EPS/Yr______P/E______Fair Value______Fair Value discount 30%
30.58______4.00______122.32___20.00______RM 24.46______RM 17.12

30.58______4.00______122.32___25.00______RM 30.58______RM 21.41

30.58______4.00______122.32___30.00______RM 36.70______RM 25.69

30.58______4.00______122.32___35.00______RM 42.81______RM 29.97

30.58______4.00______122.32___40.00______RM 48.93______RM 34.25

Supermax Prospects

Dual-Listing in SGX

The Company is looking to widen the Shareholder’s structure base which includes foreign

based institutional investors to take up future fund raising and future business expansion

globally. The company will make announcement once an Investment Bank is appointed to

carry out this corporate work.