GiantPanda

GiantPanda | Joined since 2015-12-18

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Stock

2020-10-28 08:46 | Report Abuse

millons of FaceMasks have been delivered to the government in Canada

Stock

2020-10-28 08:46 | Report Abuse

millons of FaceMasks have been delivered to the government in Canada

Stock

2020-10-28 08:46 | Report Abuse

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.

Stock

2020-10-28 08:45 | Report Abuse

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

Stock

2020-10-28 08:45 | Report Abuse

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.

Stock

2020-10-28 08:41 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-28 08:41 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-28 08:41 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-28 08:41 | Report Abuse

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.

Stock

2020-10-28 08:40 | Report Abuse

Demand Continues to Increase & Supermax is in Oversold Position

Stock

2020-10-28 08:40 | Report Abuse

Demand Continues to Increase & Supermax is in Oversold Position

Stock

2020-10-28 08:40 | Report Abuse

Demand Continues to Increase & Supermax is in Oversold Position

Stock

2020-10-28 08:40 | Report Abuse

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

Stock

2020-10-28 08:38 | Report Abuse

Supermax P/E Ratio has dropped to 19.57 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 18.28_________RM 9.78

P/E Ratio______62.38____________19.57



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

then SUPERMX is 62.38 x 50% / 19.57 x RM 9.78 = *** RM 15.6 ***



or 62.38 x 50% = 31.19 P/E
31.19 P/E x RM 0.4998 EPS = *** RM 15.6 ***

Stock

2020-10-27 23:29 | Report Abuse

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

Stock

2020-10-27 23:15 | Report Abuse

tomorrow Up or Down only GOD knows (actually GOD is not interested at all)

When the QR is Fantastic we must celebrate, share price up or down also syok Hahahaha :)

Stock

2020-10-27 23:07 | Report Abuse

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.

Stock

2020-10-27 23:04 | Report Abuse

millons of FaceMasks have been delivered to the government in Canada

Stock

2020-10-27 23:04 | Report Abuse

millons of FaceMasks have been delivered to the government in Canada

Stock

2020-10-27 23:04 | Report Abuse

millons of FaceMasks have been delivered to the government in Canada

Stock

2020-10-27 23:04 | Report Abuse

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.

Stock

2020-10-27 22:56 | Report Abuse

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.

Stock

2020-10-27 22:49 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-27 22:48 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-27 22:48 | Report Abuse

the highest ASPs

have not been reflected in this current quarter

Stock

2020-10-27 22:48 | Report Abuse

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.

Stock

2020-10-27 22:47 | Report Abuse

Oversold Position

Stock

2020-10-27 22:47 | Report Abuse

Oversold Position

Stock

2020-10-27 22:47 | Report Abuse

Oversold Position

Stock

2020-10-27 22:47 | Report Abuse

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

Stock

2020-10-27 22:37 | Report Abuse

If not keen to buy / buyback stellar performance Supermax why here..? LOL

Stock

2020-10-27 22:28 | Report Abuse

Sooner or later by end of the year

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

from Old Blue Chips to New Blue Chip Supermax

from Topglov Harta to new KLCI index stock Supermax

perhaps it’s already in progress :)

Stock

2020-10-27 22:17 | Report Abuse

Fully agree with @jutawansenyap Tomorrow may see gloves counter limit up. Supermax superb

Hahaha :)

-------------------------------------------------------------------------------------------------------------------------


Stock: [ESCERAM]: ES CERAMICS TECHNOLOGY BHD
jutawansenyap Tomorrow may see gloves counter limit up. Supermax superb
27/10/2020 6:37 PM

Stock

2020-10-27 21:05 | Report Abuse

Supermax P/E Ratio has dropped to 19.57 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 18.28_________RM 9.78

P/E Ratio______62.38____________19.57



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

then SUPERMX is 62.38 x 50% / 19.57 x RM 9.78 = RM 15.6



or 62.38 x 50% = 31.19 P/E
31.19 P/E x RM 0.4998 EPS = RM 15.6

Stock

2020-10-27 21:02 | Report Abuse

no matter how you see from whatever angle

Supermax is grossly Undervalued
Supermax is very Undervalued
Supermax is so Undervalued
Supermax is dirty cheap!!!!!!!!!!

Stock

2020-10-27 21:02 | Report Abuse

EPS increased

from 28-Nov-2019 1.89

to 27-Oct-2020 30.58

So share price should increase

from 28-Nov-2019 Rm 1.42

to 30.58 / 1.89 x Rm 1.42 = Rm 23

Stock

2020-10-27 21:02 | Report Abuse

Net Profit increased

from 28-Nov-2019 Rm 25 Million

to 27-Oct-2020 Rm 790 Million

So share price should increase

from 28-Nov-2019 Rm 1.42

to 790 / 25 x Rm 1.42 = Rm 45

Stock

2020-10-27 20:42 | Report Abuse

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

to reflect Fair valuation,

where Supermax will be appreciated as the only OBM-X Glove Maker among the Big 4 in the country occupying more than 65% of the world market share

Stock

2020-10-27 20:32 | Report Abuse

Supermax Profit After Tax RM 812 Million is already more than the sum of PAT of the 30

PAT/EPS-Less-than-Supermax-but-PE-Higher-than-Supermax

favorite popular stocks

No.___Stock___Profit After Tax
================================================
1___DUFU___ RM 9.897 Million
2___UWC___ RM 18.648 Million
3___MI___ RM 12.323 Million
4___INARI___ RM 35.473 Million
5___MPI___ RM 49.045 Million
6___FRONTKN___ RM 20.329 Million
7___PENTA___ RM 17.011 Million
8___VITROX___ RM 29.714 Million
9___GREATEC___ RM 17.629 Million
10___FPGROUP___ RM 4.215 Million
11___ELSOFT___ RM 1.15 Million
12___JCY___ RM 3.143 Million
13___KRONO___ RM 1.239 Million
14___REVENUE___ RM 0.455 Million
15___MYEG___ RM 63.058 Million
16___DSONIC___ RM 4.775 Million
17___SCGM___ RM 8.266 Million
18___MAGNI___ RM 26.756 Million
19___PRLEXUS___ RM 23.876 Million
20___QL___ RM 50.869 Million
21___KAWAN___ RM 8.847 Million
22___GCB___ RM 56.976 Million
23___HAPSENG___ RM 44.078 Million
24___LIIHEN___ RM 9.536 Million
25___MAHSING___ RM 15.187 Million
26___GDB___ RM 3.939 Million
27___LCTITAN___ RM 88.724 Million
28___LUXCHEM___ RM 7.569 Million
29___MFCB___ RM 81.331 Million
30___BURSA___ RM 86.227 Million
================================================
Total:______ RM 800.285 Million

Stock

2020-10-27 19:54 | Report Abuse

Don’t be surprised “analysts” will come out to downgrade Supermax

due to its performance is too good to believe

due to the “analysts” like god foresee 2022 – 2025 earnings may moderate



Wtf! We’re still in 2020 ok?? Not even 2021 yet ok??

Stock

2020-10-27 19:40 | Report Abuse

Supermax is very far behind, must work super hard to catch up with Harta RM 18.28


Supermax is grossly Undervalued
Supermax is very Undervalued
Supermax is so Undervalued
Supermax is dirty cheap!!!!!!!!!!

Stock

2020-10-27 19:40 | Report Abuse

just ignore those trolls naysayers liars sourgrapes psychopath pok gai rats cockroaches, they kacau kacau only

whatever their nonsenses craps regardless how much noises lies

no one can stop supermax from flying high tomorrow

Stock

2020-10-27 19:39 | Report Abuse

very smart move…seriously if I have Harta I’ll do the same!

--------------------------------------------------------------------------------------------------------------------------
@XiaoYa Sell 50% of my Harta and topup Supermax!!
27/10/2020 7:37 PM

Stock

2020-10-27 19:12 | Report Abuse

Hahahaha…I also suspect they intentionally report lower so that gradually higher and higher Profit After Tax quarter after quarter, don’t jump too high at one go hehe :)

-----------------------------------------------------------------------------------------------------------------------------------

@amirez21 Good play by Supermx to report lower earnings.
27/10/2020 6:59 PM

Stock

2020-10-27 19:03 | Report Abuse

assuming Supermax OBM-X
• No more increase of ASP
• 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___Forward___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

Stock

2020-10-27 17:54 | Report Abuse

Net Profit Margin is Superb High 60.07%! OMG!!!

You can’t find any other Bursa company with such Lucrative Delicious net profit margin :)

Stock

2020-10-27 17:42 | Report Abuse

Supermax P/E Ratio has dropped to 19.57 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 18.28_________RM 9.78

P/E Ratio______62.38____________19.57



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

then SUPERMX is 62.38 x 50% / 19.57 x RM 9.78 = RM 15.6



or 62.38 x 50% = 31.19 P/E
31.19 P/E x RM 0.4998 EPS = RM 15.6

Stock

2020-10-27 14:57 | Report Abuse

Topglov and Harta are losing their only advantage over SUPERMX very soon

The next FBM KLCI review is due to take place in December
using data from the close of business on Nov 23, based on the ground rules.
The outcome of the next review will be announced on Dec 3
and is effective from Dec 21.


Supermax inclusion into the KLCI, definitely will command a Much Higher P/E valuation
Supermax inclusion into the KLCI, definitely will command a Much Higher P/E valuation
Supermax inclusion into the KLCI, definitely will command a Much Higher P/E valuation


In future, you’ll see less such news…”KLCI bucks regional trend as Hartalega and Top Glove lift”

Instead, you’ll see more such news…”Late buying of Supermax pushes up KLCI to New High“


The Highest EPS OBM-X Glove maker + MSCI + KLCI + 王者歸來!!!...OMG Super PERFECT!!!!!!!!

The Highest EPS OBM-X Glove maker + MSCI + KLCI + 王者歸來!!!...OMG Super PERFECT!!!!!!!!

The Highest EPS OBM-X Glove maker + MSCI + KLCI + 王者歸來!!!...OMG Super PERFECT!!!!!!!!

Stock

2020-10-27 14:42 | Report Abuse

RM 9.21 + 30% = RM 11.98

Stock

2020-10-27 14:30 | Report Abuse

Hartalega

121.2730 Million
115.5790 Million
219.7190 Million
544.9580 Million
=================================
Total PAT RM 1001.5290 Million trailing 4Q

RM 1001.5290 Million / 3,417 Million shares = RM 0.2931 EPS

Current share price RM 18.36

RM 18.36 / RM 0.2931 = 63 PE Hartalega still ABSURDLY High PE