Posted by sensonic > 2020-06-12 23:08 | Report Abuse

SIFU CALVIN, GOOD ANALYSIS. RESPECT

Posted by jolow > 2020-06-12 23:11 | Report Abuse

Sell comfort. lack of quality conscious . That’s why end up detention by fda.

Posted by MariYahiMariYaho > 2020-06-12 23:15 | Report Abuse

careplus analysis mou

Posted by EngineeringProfit > 2020-06-12 23:26 | Report Abuse

Calvin, your super calf is undergoing puberty this week....

....and is super rebellious

Posted by pvd_investor > 2020-06-12 23:33 | Report Abuse

Thank you for the analysis, interesting!!

Posted by hng33 > 2020-06-12 23:47 | Report Abuse

1. Top glove revenue rose 37% due to higher sales volume (+25%) and ASP (+5%). Correspondingly, PBT margin improved by a massive 14.4ppt to 25% compared to 10.6% in 2QFY20 due to higher ASP which theoretically flow straight down to bottom-line. Top glove latest financial ending May only manage to record 5% hike in ASP, already can record more than double profit.

More boom profit will record in next Q result after record current ASP hike 20%, more than triple increase in EPS in next Q result as all increase in ASP direct go to increase net profit margin.

2. Comfort financial year ending April still yet to record impact on ASP which only took effect begin May. But, just through increase sale volume, productivity already can record double profit. Next Q result will record full impact ASP on profit. But, as small OEM, the ASP could be 10%, therefore, next Q result EPS 5 sen

3. Supermax financial ending Mar, only manage to record least impact of surge in sale demand, but able to capture small ASP due to it have own distribution division. The full impact on ASP in OEM factory price hike 20% + OBM distributors 100-150% hike will only able to record in next Q result. As ASP hike direct go to bottom line, Expect Superman to deliver quadruple EPS 20sen in next Q result.

Posted by hng33 > 2020-06-13 00:05 | Report Abuse

Northcape, an Australia-headquartered asset manager that has been investing in the shares of glove makers for more than a decade, bought more glove-makers’ shares early this year “when signs emerged that Covid-19 would become a global pandemic,” Cameron said.

According to his calculations, Top Glove will generate average earnings growth of more than 100% for each of the next two years while Hartalega will also deliver “exceptionally strong” earnings growth as personal protective equipment purchases increase globally.

Some glove makers have “an order backlog all the way out to June 2021,” compared with one month before the pandemic, he said. The discovery of a vaccine to prevent Covid-19 disease will also help keep demand elevated because “glove companies and some experts have noted that the ”widespread administering of a vaccine will actually result in a further spike in glove demand, he added.


Important Remark: widespread administering of a vaccine will actually result in a further spike in glove demand,

Posted by danieloon > 2023-04-10 22:41 | Report Abuse

well written. thanks bro for the explanation with good compare

Posted by shareinvestor88 > 2020-06-13 03:32 | Report Abuse

comfort overrated sell TP 50c

Posted by 635789 > 2020-06-13 07:41 | Report Abuse

You did a very good homework and a very good analysis and comparison among the big 2 and a younger and beautiful comfort which most iinvestment bankers have not done it but may be pushing down the share for the past 5 days so that they can buy cheaper shares. EPS growth and PE are the most crucial to value a company and definitely this young boy is undervalued compared to the big 2 men which all the investment bankers have made very good comments.

Posted by CCCL > 2020-06-13 07:48 | Report Abuse

Comfort boses very smart, taking salary from the market.

Posted by freetospeak > 2020-06-13 08:21 | Report Abuse

Good write up. One of the reason becoz tg is 2.5 mths in to covid period,comfort 1.5 mth and supermax onky 2 wks into covid period.somemore is at lockdown period during march. And supermax 2wks in to covid period while lock down still can get 2x profit margin increase 9 to15.

Posted by freetospeak > 2020-06-13 08:25 | Report Abuse

If any one can get tg jan to mar result,comfort jan to march and supermax jan to mar and compare...will know the big diff.

Posted by elbrutus > 2020-06-13 13:15 | Report Abuse

bro ...SUPERMAX will win HANDS DOWN ...sap sap sui !!!

Posted by calvintaneng > 2020-06-13 14:58 | Report Abuse

Thks for all the comments and inputs

Posted by m3379 > 2020-06-13 20:22 | Report Abuse

Good analysis

Posted by patrick8 > 2020-06-13 22:20 | Report Abuse

Nicely done with interesting pics. At the moment, Top Glove is like Hulk rampaging through the city.

Posted by calvintaneng > 2020-07-18 22:35 | Report Abuse

3iii So Blind To Cyclical Supermax because he is STUCK in Dinosaur Dumb Dutch Lady

Posted by calvintaneng > 2020-07-18 22:36 | Report Abuse

SEE THIS AND LEARN FROM OTHERS' MIS STEPS & MISTAKES

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-02-07-story-h1483082239-NETX_VERSUS_DLADY_ZELAN_BENALEC_AS_ILUSTRATED_BY_CLEAR_EXAMPLES_Calvin_.jsp

Posted by calvintaneng > 2020-11-29 21:44 | Report Abuse

HI GUYS

A TALE OF 3 GLOVES WAS VERY MEMORABLE INDEED

NOW IN PROGRESS WILL BE

A TALE OF 3 PALM OIL STOCKS

JTIASA, FGV & ???

WHICH ONE IS 3RD?

AFTER GLOVE BULL NOW FCPO RM3,505 WILL FGV BE LIKE TOPGLOVE & JTIASA BE SUPERMAX? Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-29-story-h1537301957-AFTER_GLOVE_BULL_NOW_FCPO_RM3_505_WILL_FGV_BE_LIKE_TOPGLOVE_JTIASA_BE_S.jsp

Posted by calvintaneng > 2021-03-19 09:26 | Report Abuse

TODAY LISTEN LISTEN LISTEN

TIME TO BUY

AZRB
FGV
ALL PALM OIL COUNTERS

REGARDS

CALVIN TAN RESEARCH

Posted by calvintaneng > 2021-04-01 12:01 | Report Abuse

Bought supermax at rock bottom of Rm1. 73

Sold above Rm18. 00 for 1,000% gain

Now is the best time to buy palm oil shares

Posted by calvintaneng > 2021-04-27 08:42 | Report Abuse

Calvin's warnings !!!

Don't chase Glove now or else will end up like chasing Jaks at Rm1.80, chasing hengyuan at Rm19 or chasing dayang at Rm3.01

Gloves now in cyclical peak and will turn down again

Those who buy and hold glove at peak will later get stuck when prices turn down again

Topglove boss seeing danger already told Tropicana people to Cutloss on Topgloves or else will lose more later

Palm oil still very very cheap can buy as much as you can safely

Posted by CharlesT > 2021-04-27 08:44 | Report Abuse

calvintaneng Bought supermax at rock bottom of Rm1. 73

Sold above Rm18. 00 for 1,000% gain

Now is the best time to buy palm oil shares

Palm oil stocks no movement...but glove stocks rebound more than 50%...

So yr advice sucks

Posted by calvintaneng > 2021-04-27 11:21 | Report Abuse

CharlesT

As I warned

those who chased Topglove , supermax and kossan now stucked as prices retraced from top

later will live in penthouse hor

Posted by stockraider > 2021-04-27 11:23 | Report Abuse

Be very careful loh...Gloves is a simple commodities...its price up alot bcos of shortages mah!

Sure thing is that the supply & capacity will definitely catch up as many people is rushing in to manufacture gloves loh!

Posted by CharlesT > 2021-04-27 12:12 | Report Abuse

Palm oil is real commodity lah...not glove

Posted by calvintaneng > 2021-11-05 14:07 |

Post removed.Why?

Posted by Intrinsic99 > 2021-11-05 15:33 | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

Posted by Intrinsic99 > 2021-11-05 15:33 | Report Abuse

Most of the fund managers have predicted the cpo price shall be normalised to RM 3000 to RM 3500 by next year

This is the reason why fund managers not aggressive to buy because they know the trend same with glove sector

More important is western countries still banning cpo imported products due to ESG

Very soon can see the big impact for plantation stocks (less than 2 months to go)

Now you can see fund managers start to catch out and switch to recovery stocks

You can see this iddiot why keep on promoting due to this iddiot wants to cash out to avoid further losses

Posted by calvintaneng > 2022-03-02 16:46 |

Post removed.Why?

Posted by patrico8 > 2022-03-02 18:03 | Report Abuse

Your advanced eyesight is admirable. lol

Posted by calvintaneng > 3 weeks ago | Report Abuse

Thank you patrico8


Supermax was a 1,000% 10 baggars

hard to be repeated but if work hard can find again

find again ?

yes I got some in mind now