Posted by Airline Bobby > 2019-09-06 09:09 | Report Abuse

Lol. Supermax cheaper

Posted by speakup > 2019-09-06 09:13 | Report Abuse

KNM better

Posted by Chelsea > 2019-09-06 09:41 | Report Abuse

Free here to brainstorm. If look carefull on Supermax, the Q4 always deliver the lowest result which is abnormal. This is because glove produce gloves continuously and earning should be flat or increase if there are expansion.

Posted by jellyfish > 2019-09-06 10:18 | Report Abuse

supermax do their impairment n settle expenses during 4th quarter

Posted by jellyfish > 2019-09-06 10:19 | Report Abuse

super is the cheapest glove co

Posted by jellyfish > 2019-09-06 10:19 | Report Abuse

need to compare year by year

Posted by Chelsea > 2019-09-06 11:09 | Report Abuse

However, need to look into the NP growth. Supermax is constant with single digit growth while Kossan is the only glove stock which record double digit growth in year 2019.

Posted by Chelsea > 2019-09-06 11:13 | Report Abuse

Secondly, need to look into the profit margin. Kossan profit margin is keep uptrend due to management look into their process to improve their efficiency and also the OEE.

Posted by jellyfish > 2019-09-06 11:48 | Report Abuse

Supermax started thier contact lens div. ,.. this could be a game changer

Posted by s8888 > 2019-09-06 18:42 | Report Abuse

Great analysis !

Posted by Chelsea > 2019-09-06 22:48 | Report Abuse

https://9shares.my/%e7%be%8e%e5%9b%bd%e5%90%91%e4%b8%ad%e5%9b%bd%e6%89%8b%e5%a5%97%e5%be%81%e7%a8%8e-%e9%83%91%e9%87%91%e6%a3%ae%ef%bc%9a%e9%80%9f%e6%9f%8f%e7%8e%9b%e7%be%8e%e5%9b%bd%e5%87%ba%e8%b4%a7%e9%87%8f%e5%b0%86/

Posted by samyew1234 > 2019-09-07 00:42 | Report Abuse

wah, all in kossan

Posted by (HK1997 again) Philip > 2019-09-07 23:28 | Report Abuse

The most confusing thing to me is individuals who sell or refuse to buy excellent companies just because the pe is too high, believing that lower pe stocks will have a chance to run up and have a potential to perform Vs stock that has already "performed".

This is erroneous thinking.

It would be better to use the concept of investing now for a share of the future income of a group of individuals that just graduated university. Do we suddenly sell the rights for the top student in university that was accepted in a big company as management just because he has already performed? Is his future days already over at this point? It may be so, but to transfer our investment to one of the lesser graduates of the group just because he was not accepted in a big company or received a job yet just because of the potential of becoming one is silly.

Cream always rises to the top. Excellent companies that perform usually theme to continue to perform, while the mediocre ones tend to stay mediocre, no matter the potential.

Why not invest in the rubber company with 25% world market share? Or invest in the biggest nitrile glove manufacturer instead? Either topglove or hartalega would outshine kossan any day. In the long term this will be even more clear.

Posted by chl1989 > 2019-09-08 17:26 | Report Abuse

Phillip, you are right. Chelsea and the team invested in hartalega 3 years back and sold all their shares at rm7. Harta hit their bottleneck for now, on the other hand, kossan's room to grow is still there.

Posted by hooi > 2019-09-08 17:47 | Report Abuse

epf is unloading.
you buy they sell.
who win ? think twice before you are trap

Posted by Chelsea > 2019-09-08 22:19 | Report Abuse

Phillip, look carefull on topglove. They are biggest in the world in term on volume but thier profit slump this year and thier profit margin keep shrinking to the lowest 6.3%.
Bear in mind largest volume does not mean the best or highest profit margin. This has be proven when looking back in year 2010 when harta output pieces is less twice than topglove but they able to achieve net profit similar to topglove.
Hence biggest does not mean the best. Innovative, able to improve production oee to achieve higher profit margins and strong management is the key of success.

Posted by Chelsea > 2019-09-08 22:22 | Report Abuse

Hooi epf selling today and buy next day cannot tell the real story. Selling in left hand and buy back in right hand is to create volume. The most important epf holding is still similar

Posted by wiki123 > 2019-09-10 10:14 | Report Abuse

re: Chelsea, nice analysis :)