Posted by MoneyMakers > 2021-07-13 08:57 |

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Posted by pjseow > 2021-07-13 08:58 | Report Abuse

skyu, below is the extract from TA analyst who had the same analyst briefing from supermx. Namura report stated the same thing also that the ASP for April to June 2021 was between US 80 to 110. This is not my own.assumption. The average ASP of 80 to 110 is 95 which is in.fact higher than the average of Jan to M arch ASPs.

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速柏玛（SUPERMX，7106,主板医疗保健组）第三季净利暴涨13.15倍至10亿零521万2000令吉，分析员预期多锁定80至110美元合约价的速柏玛医疗手套，未来两季盈利依旧呈升势。

达证券预测该集团第四季手套平均售价，每1000个80至110美元之间，新财政年首季则为80美元。

手套合约价已“锁定”
管理层指目前70至80美元的现货售价，低於合约价5%，因此达证券认为人们所说的盈利冲击，是按现货价计算，并非以合约价为基准。

达证券因而认为，盈利冲击不会发生在未来两季，主要是合约价皆是已“锁定”的价格。

分析员说，速柏玛也未遇到取消订单之事，因为是与买家直洽，并非经过代理

Posted by MoneyMakers > 2021-07-13 09:00 |

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Posted by MoneyMakers > 2021-07-13 09:00 |

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Posted by MoneyMakers > 2021-07-13 09:00 |

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Posted by MoneyMakers > 2021-07-13 09:01 |

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Posted by MoneyMakers > 2021-07-13 09:01 |

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Posted by MoneyMakers > 2021-07-13 09:01 |

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Posted by MoneyMakers > 2021-07-13 09:02 |

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Posted by MoneyMakers > 2021-07-13 09:02 |

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Posted by MoneyMakers > 2021-07-13 09:03 |

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Posted by MoneyMakers > 2021-07-13 09:03 |

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Posted by MoneyMakers > 2021-07-13 09:03 |

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Posted by MoneyMakers > 2021-07-13 09:04 |

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Posted by Beary > 2021-07-13 09:09 | Report Abuse

aiyah...so fast all green ah?

Not yet get my kossan leh.

Only got comfort yesterday.

Buy until laugh oh...

lol...

Posted by Billboard > 2021-07-13 09:10 | Report Abuse

Academic pulling materials elsewhere need name source otherwise such practice is copycat

Posted by MoneyMakers > 2021-07-13 09:20 |

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Posted by MoneyMakers > 2021-07-13 09:20 |

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Posted by GloveShortDIE > 2021-07-13 09:21 | Report Abuse

oh ALL green. How are the shorters doing?

Posted by Debonnaire > 2021-07-13 09:37 | Report Abuse

All should remember that just last week, a big French gloves manufacturer was anxiously enquiring about the lockdown in Malaysia and eager to find out how would the gloves production be affected. That shows there is still urgency in the demand of gloves! This will also dispel the assumption that the Europeans and Americans are fully stocked up on gloves and are in no hurry to buy more!!

Posted by glovefinish > 2021-07-13 09:37 |

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Posted by casanwk > 2021-07-13 09:38 | Report Abuse

Shortist is covering their short if they are bullish pattern at 314.. retailer will ride the wave ( 1 hour

Posted by Start_0f_the_bull > 2021-07-13 09:42 | Report Abuse

Price is already too low, downside is very limited now.

Posted by investmalaysia66 > 2021-07-13 09:44 |

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Posted by Beary > 2021-07-13 09:45 | Report Abuse

Diu loh....Israel to begin giving booster shots.

Sure US, UK, EU will follow one.

Like that where got enough vaccine for the world leh?

How many country can afford to give booster shots after every 6 months huh?

Bad news for vaccine = good news for glove correct or not?

Posted by glovefinish > 2021-07-13 09:46 |

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Posted by sharemarket21 > 2021-07-13 09:47 |

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Posted by MoneyMakers > 2021-07-13 09:47 |

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Posted by MoneyMakers > 2021-07-13 09:48 |

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Posted by Start_0f_the_bull > 2021-07-13 09:50 | Report Abuse

If want to get burnt can continue to short it.

Posted by glovefinish > 2021-07-13 09:52 |

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Posted by investmalaysia66 > 2021-07-13 09:52 |

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Posted by glovefinish > 2021-07-13 09:58 |

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Posted by Debonnaire > 2021-07-13 09:59 | Report Abuse

Sorry, I meant French gloves buyer, not manufacturer

Posted by investmalaysia66 > 2021-07-13 10:01 |

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Posted by Start_0f_the_bull > 2021-07-13 10:01 | Report Abuse

Only retailers trading is good so that equilibrium price can be achieved. Supporters and naysayers all can retire. LOL

Posted by glovefinish > 2021-07-13 10:02 |

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Posted by imvu > 2021-07-13 10:08 | Report Abuse

minggu ni hijau , hujung bulan jutawan .

Posted by investmalaysia66 > 2021-07-13 10:12 |

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Posted by Ibelieve > 2021-07-13 10:13 | Report Abuse

Just for info, sources revealed that our "fund taiko" is actually holding Supermx but at paper loss, to the contrary of some baseless naysayer claim of no big fund interested in it.
Judging by the big percentage of paper loss. they have been holding for quite a long while, I would speculate that they might wanna enter soon to average.

Posted by Start_0f_the_bull > 2021-07-13 10:13 | Report Abuse

Those who wish covid-19 to prolong please rethink because at end of the day no one can survive including those profited from gloves business.

Posted by glovefinish > 2021-07-13 10:15 |

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Posted by investmalaysia66 > 2021-07-13 10:19 |

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Posted by MoneyMakers > 2021-07-13 10:33 |

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Posted by MoneyMakers > 2021-07-13 10:34 |

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Posted by MoneyMakers > 2021-07-13 10:34 |

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Posted by MoneyMakers > 2021-07-13 10:34 |

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Posted by MoneyMakers > 2021-07-13 10:35 | Report Abuse

Just wait coming QR profit 500Mil (RHB) + another ASP drop announcement

Glove massacre coming..They’re alrdy in line to get slaughtered

Posted by Beary > 2021-07-13 10:35 | Report Abuse

Well done comrades.

Chickens not welcome here.

Just FLAG and ignore.

Never respond/engage.

Let them feel unwanted and depressed.

Hopefully go and commit suicide.

LOL...

Posted by MoneyMakers > 2021-07-13 10:35 |

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