The dark horse here is China manufacturers who can expand and flood the world markets? I wonder tariff applies to gloves from China going to US? If have tariffs then will temper the asp going forward

https://youtu.be/5Wd5Ig8IDPI More dangers of Delta in Europe

Any sifus here want to venture guesses on SMQ4 result? Q3 they had a lot of inventory, could it be from cancelled orders as customers knowing the trend of ASP choose to lose deposit and buy cheaper later. Even if profit at 0.5b will mean eps at least rm1. But going forward will the valuation be normalised at PE=10-15 ? Value should theoretical be at last 4.0. pjseow, MC33,,toneefa,MM, Dannyfyl88? your thots? thanks

SM increased capacity to achieve the revenue, margins may be under pressure though

Delta variant is becoming the dominant in most parts now, US with 44% vaccinated will see surge among the anti-vacc, trump supporters. Covid still raging despite vaccine rollout. Usage of gloves had not reduced but increased. Hope to see SM this quarter exceed 1b, then maybe Ben's hypothesis will fly. JPM and the likes don't make much money from RSS, but if they have a good storyline now, will SM rocket up? 10, 11, 20 maybe?

pjseow, your conscience is clear, u did not deliberately post these comments to trap any investors, who are knowledgeable anyway. everyone is responsible for their own actions, cannot blame anyone for misleading them as no one paid u for pro bono posted comments. If i were u, just post a denial and those in the forum understand and can see the truth.

at 3.70, total value of supermax about rm10b, surely ripe for takeover by Stanley & associates. With 4b cash in bank, only needs another 3b. If such a scenario happens, what would be the takeover price/share? anyone knows? Also Stanley may delist from Bursa and list in Nasdaq where he can start afresh (no insider conviction ) and better valuation?

Hi, would any sifus here know 1.foreign shareholding of supermax and TP? 2. Is supermax sales to US affected by CBP investigating ESG? 3. would ASP for supermax drop more than TG? Thanks

Supermax targeting on staying in FBMKLCI. Still has 24% to go over four trading sessions. So expect to go up every day until at least May 24? It's a chance worth taking?

For fund managers to include Supermax, it has to be in the top 30 by May 24. Maybe mgt will boost the share price to RM6.28 by the declared dividend and also free bonus issue to lock in sellers. Usually after the ex-dividend date the share price falls, in this case mgt will be wise to incentivize buyers to hang on to their shares. For sustainability, S still has to have a sustained ASP, not fall by 15%..

FBMKLCI next review on May 24. For Supermax to stay in top 30 counters, price must be at least RM6.28. SM has incentive to boost share price then otherwise MR DIY will take over.

SM dropping continuously for weeks but it seems the main SH doesn't care or is secretly mopping up using allies? I don't expect a convicted insider trader to care for his company's shareholders, mainly his own. His migration to US may be more permanent than just buying a condo...just speculating