Posted by sting79 > 2021-01-10 20:14 | Report Abuse

Successful companies spent so much on marketing/promotions for its products and services to be ingrained into the public's mind. But Koon Koon only need to spend $0 to write articles promoting shares, so that he can sell to people. Free online marketing, what a powerful tool that is the digital world.

Posted by i3gambler > 2021-01-11 05:20 | Report Abuse

Haha....People expect the ASP to go down very soon but KYY still use the current EPS to estimate the fair price.

Posted by calvin69 > 2021-01-11 06:31 | Report Abuse

I think you'll find most analysts are using their estimate of 'normalised' earnings 2-3 years out for their TPs

Posted by Morpheus61 > 2021-01-11 08:46 | Report Abuse

calvin69, the Analysts theory is a Fairy Tale spun to suit their CW breakeven. This kind of Value Analysis does not exist anywhere else in the world.

Posted by Goldberg > 2021-01-11 14:07 | Report Abuse

Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3

Supermax is deeply undervalued.

Posted by i3gambler > 2021-01-11 15:39 | Report Abuse

The correct way to estimate the fair value of glove companies:
1) Estimate/list all the future Quarterly EPS before their earning back to normal.
2) All the above EPS to be discounted back to today, i.e. Present Value of them.
3) Guess when will their earning drop back to normal, 2023? 2024? or 2025?
4) Guess what will be their yearly EPS when they are in normal market?
5) Guess what is the reasonable PE ratio when they go back to normal, 30, 40 or 50?

Sum up the above and that is your estimation of their today's fair value.