https://www.nst.com.my/business/2021/04/678777/key-asic-ucrest-collaborate-shanxi-province-healthcare-industry#:~:text=Key%20ASIC%20Bhd%20and%20UCrest,semiconductor%20industry%20in%20Taiyuan%2C%20China.

If this company can have more business from
1. US Sleep Center, current is 50 out of 3000
2. CHINA Non Govt Medical Institute Association roll out, started May 2020, current is 100 out of 20,000
3. International Alliance of Intelligent Health (IAIH) 820 hospitals involve, started Jan 2021
4. Penetrate to more Europe countries
5. Another 3rd Q growing result to attract investor


The share price will up

66% jhm business in car. D&o is 97%. JHM can not so far behind D&O

From 20th June until today, copper price up 48%

Reason of Commodity Supercycle
1. Capital allocation
2. Pandemic budget
3. Unlimited QE
4. Green economy

Green Metal
1.Silver
2. Cobalt
3. Nickel
4. Copper
5. Aluminium
From Affin Hwang Capital

79% PA revenue from annual report is generate from US. USD from Jun 2020 depreciate 5.56 % but aluminum price up 33.4%

Highest 2117, Close at 2113 aluminum price

Aluminum.price just break new high, 2101. And Norsk hydro up 3.31%

https://www.klsescreener.com/v2/announcements/view/3305389

Boss is longterm investor, they sold warrant with high premium and shift to mother share with dividend in future. They will maintain they holding % until IB join board

2 bil market cap which is RM 4 for SCIB end this year. Which mean every 3 month need up RM 0.5, 25% GAIN. if u trust Dato Karim management team, buy and hold. Last year they delivery the promiss hit RM 1 billion cap for Kpower and SCIB.

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0146WA

Jftech warrant at mother 1.71 should worth 0.895 with 20% premium

Shark sold some at cheap to let retailer panic sold. Then shark happy eat the ticket

0.6 is cover your 2 mother adjustment. 0.71 is the premium if market give 30% premium. Which mean u have around 0.355 safety margin drop on mother now before start loss. This is refer who bought mother at 2.67

Adjusted mother price is 2.37 on Monday. If price maintain until warrant issue out.
Warrant with 30% premium is (2.37-1.77)+(2.37*0.3)=(0.6+0.71)=1.31

Is MOA, NOT MOU.MOU IS USELESS PAPER. MOA IS REAL BUSSINESS

Car needed aluminum, which is the reason last few year Pmetal up. i knew this cause i am the one last time buy pmetal on this reason. Due to aluminum light weight and better protection in accident

How can warrant is 1.77? 1.77 is exercise price. If mother is RM 2, WARRANT is 0.23 at Zero premium. If market see SCIB can above RM 3 in 3 years time, than people will give positive premiun such as 10% to 30%. If people think in 3 year time SCIB will not more than 1.77, than will below 0.23. Pls see Jaks and ock warramt premium as a reference

Not added. Not group

Ally, pls add me. Thanks

GLNT, thanks for warrant price analysis. I already have a lots mother share b4 split. I just plan to add more on my warrant after listing

Cause market warrant is limited for kpower. And kpower is good company to hold

To me, after warrant out, i will sapu warrant as much as i can

After share split and free warrant. The warrant Qty is less on market. Should hold warrant too for future gain

https://theloadstar.com/the-real-cost-of-ocean-freight-out-of-asia-is-hitting-unbelievable-heights/

Any idea will pdz benefit on above

https://m.youtube.com/watch?v=nTD0PJHth0I&feature=youtu.be

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%B8%AD%E6%80%BB%E7%BC%93%E5%92%8C%E8%B4%A7%E6%9F%9C%E8%8D%92%E8%BF%90%E8%B4%B9%E6%B6%A8-%E5%BA%94%E8%AE%BE%E5%A5%96%E6%8E%96%E5%A2%9E%E8%88%B9%E8%88%B6%E8%88%AA%E7%BA%BF

https://theloadstar.com/container-freight-rates-from-asia-surge-to-new-highs-its-gone-mad/

DK, PLS ADD ME. Thanks

Like. Is a good analysis

Thanks. Is great and best simulation model. The selling price still increase 30% for aug and sep. Also Block B plant 12 will contribute Q1 output

Good job freetospeak. Below few data can support u.
https://www.magzter.com/article/Newspaper/The-Philippine-Star/World-Using-129-B-Disposable-Masks-65-B-Gloves-Monthly the world shortage 7 month of glove

And
https://importkey.com/i/supermax-healthcare-inc current Q sHipment is bigger than sum of last 3 Q to US

Thanks. Great finding

Great. U will earn big on what u believe. I am 75% in supermx 25% in topglove. And i very happy with my glove earning and i believe supermx is the final winner in % gain

Sorry for the player wash out last 3 weeks. Never listen to people tips , go do your study, i add more when it down, so happy now i get another chance to earn big again

https://importkey.com/i/supermax-healthcare-inc


Back to basic of bussiness manufacruring world, what did u see on the shipment? Also what mangement highlight on page 6: we distribute to US goverment agencies at higher distribution price

The settlement price is not a simple average of last 5 days market price for call warrant. Is a mean of volume weighted average of market price. Which mean every volume at each price all take into calculation.

Supermx May shipment to US is total of Jan to March shipment, this coming Quarter shipment is equal or bigger than last Apr 2019 to End March 2020 total shipment. Get ready for coming quarter result. Good luck to who believe it. My profolio is 100% glove

YTH 888, pls leave here, since you already sell, now u make malu yourself if keep talking rubbish. what the fuck of 1.54 X 2= RM 3.09. You earn money then go enjoy. Not need suddenly change your personality try to advice people sell. People will not appriciate u at all. They think you stop them to Huat Huat big money, and sell to you cheap price. I from Jan until now only buy call warrant, sell c74 only when expired data come with 900% profit. On hand , From 100k become 3000k paper gain, still holding.c78, c84 and c86. Only will sell when near expired date.
If u think you are really good, go to post article challege all IB analyst.
You have done your part to let all late comer know the hidden value of Supermx, why now want to change it. For sure another Q result is more than 300% YoY.

Thanks for your contribution on the past. Now enjoy your future with the money u gain.

Is human emotion come to play now, but company FA still very solid

They keep talking sell glove because they afraid sudden pull up the price make them loss the chance to collect back at their selling price and become few bits higher their selling price

Let people take profit, nothing wrong, later they will join back b4 new quarter result out. They play shorten, and aim people sell so they can collect low again on end June or mid July. But they also not sure will the next quarter result will release earlier or not.
I will still park my capital here, at the end of next Quarter result out, the price should be more than RM 10.

In Supermx ppt file, supermx management mention 95% OBM

I agreed with u, YTH888, alots sifu is cheating people including pay site on web.i bought supermx earlier Jan, but the shareinfo4u pay site said, glove is nothing related to covid19, people will trap on this case....so i decided not continue the membership anymore.

OTB is not a conman, he can see thing one step of us and his protest his member benefit more faster than us. Just people not do study get trap., i not his member, but i follow his call on public forum and monitor long time.

The kyy calculation is not fair to supermx in term of selling price and product %. Should higher than 13

Now i do agree TG this June result is very critical to forecast how high supermx can go after RM 10. Is RM 13 or Rm 20?

Knowledge is power, patient is key of success