Posted by bulldog > 2021-07-30 13:27 | Report Abuse

Accumulation in progress


Huat chaiii

Posted by ToneeFa > 2021-07-30 13:32 | Report Abuse

@pjseow Kossan capacity will.be increased to 42 billions from.current 32 billion per annum by end of 2022 . Supermx capacity will be increased to 36 billions per annum by end of this year and 48 billions by end of 2022 from the current 26 billions per annum. That means supermx will surpass Kossan in terms of capacity by end of 2022 besides having another source of income from the supermx distribution business.
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https://www.thestar.com.my/business/business-news/2021/07/29/capacity-...
30/07/2021 11:40 AM

Good you reminded us pjseow. Supermax end of 2021 will overtake Kossan alrdy and then overtake another time by end 2022. End 2021, capacity will increase by 38% from 26b to 36b. If ASP can maintain thru to 2022 then revenue should increase by 38%.

Now lets do another simple maths:
US population = 332mil , latest fully vaccinated = 49.3 % or 163 mil ppl.
So unvaccinated = 169mil ppl
If in next 6 months 20%(conservative est) of unvaccinated ppl got infected = 33,800,000 ppl
divide that by 180 days(6 months daily average) = 187,770 mean average new cases per day.
As of now the latest daily cases in US has touched 92,000, still far from the estimated mean average over 6 months. Which means at peak of this wave, we may witness 300,000+ peak daily cases in US in 3-4 months time. Looks like US may need to impose more lockdowns eventually when cases surge very high to control the situation. They are also seeing >50% of hospital cases needing ICU treatment now. How much glove do u think US will need for this wave?, and subsequently may need to order huge amount of stock pile to counter future variants.

That's why I believe, bcos of the Delta effect, the ASP will not go further down , and may even go back up or maintain at elevated level for the next 6-12 months or even longer. Imagine this would be repeated in many other countries with low vaccination rate. We are alrdy witnessing now the building up of daily cases in many countries. The global demand for gloves will be unprecedented in the history of mankind from 4Q 2021 going into and thru 2022. Therefore China glove have no impact bcos they may struggle to meet demand too. Moreover, US and UK may buy from China only as a last resort , only if others cannot meet their demand.

Therefore, likely the 38% increase in capacity by Supermax end 2021 will lead to 38% increase in revenue by 3QFY22. If base on last QR revenue of ard 2b then = 2.7b revenue.

Posted by Citadel9999 > 2021-07-30 13:33 |

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Posted by Citadel9999 > 2021-07-30 13:33 |

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Posted by Citadel9999 > 2021-07-30 13:38 |

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Posted by MoneyMakers > 2021-07-30 13:41 |

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Posted by MoneyMakers > 2021-07-30 13:41 |

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Posted by ToneeFa > 2021-07-30 13:42 | Report Abuse

@Citadel9999 answer my question leh toonefa , u sold or add more??
30/07/2021 1:33 PM

Haha Citadel-seikau, I m nobody la, my investment is chicken feed , not worth to mention here at all. I m just giving free opinion to lend moral support to Supermax supporters as a hobby only. Just like u giving your alternative Devil's advocate's view FOC as a hobby too.

Posted by ToneeFa > 2021-07-30 13:45 |

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Posted by Citadel9999 > 2021-07-30 13:47 |

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Posted by Citadel9999 > 2021-07-30 13:47 |

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Posted by Citadel9999 > 2021-07-30 13:47 |

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Posted by ToneeFa > 2021-07-30 13:52 | Report Abuse

@Citadel9999 @tunafa u said last time Ur cost around 3.1 because u average down heavily at 3.05. so u sold or still holding??
30/07/2021 1:47 PM

Haha, as I said, my chicken feed investment is hardly worth discussing. Whether I still buy or sell have no impact on Supermax price at all.

Posted by NatsukoMishima > 2021-07-30 13:59 | Report Abuse

【新冠肺炎】完成疫苗接种感染Delta　研究：可携带大量病毒

（华盛顿30日讯）一项研究显示，即使已经完成接种新冠疫苗，但只要感染了Delta变种病毒，患者体内仍可携带大量这种病毒，美国疾病控制与预防中心（CDC）是基于此数据，而修订了口罩指引。

CDC本月27日发布更新指引，建议民众在冠病传播率“高”或“明显”的地区，即使是已接种新冠疫苗，在室内也必须戴上口罩。目前，全美有三分之二以上的县是“病例激增地区”。

CDC主任瓦伦斯基日前表示，研究表明已经完成接种的疫苗者，若受到Delta变种病毒感染后，可发现他们的喉咙和鼻子里携带了大量这种病毒。


这项研究发现，与感染了早前版本新冠病毒的完成疫苗接种者，情况完全不同。据科学家观察，多数感染了早前版本病毒的完成疫苗接种者，似乎无法把病毒传给他人。

最新研究的结论对美国人来说是一大打击，因为这意味著即使已经完成疫苗接种，如果自身的免疫防线遭Delta“突破”，即便这些人没有出现任何症状，仍可能会和没有接种疫苗的人一样，具有传染性。家中有孩童、年迈父母或其他免疫力弱的亲友的完成接种者，必须再次提高警惕，尤其是那些居住在高传播率社区里的人。

Posted by paseuophon_2 > 2021-07-30 13:59 | Report Abuse

supermax and top glove ... my most regretted investment ...

Posted by pjseow > 2021-07-30 14:00 | Report Abuse

Toneefa, you are right . Kossan capacity will be increased by another 2 billions at the end of this year from 32 b to 34 b per year whereas supermx capacity will be increased to 36 billions by the end of this year from 26 billions currently. Based on last qtrly briefing , supermx capacity was.fully booked until end of this year with contractual agreements and "" locked in "" ASPs with.final.customers.



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Good you reminded us pjseow. Supermax end of 2021 will overtake Kossan alrdy and then overtake another time by end 2022. End 2021, capacity will increase by 38% from 26b to 36b. If ASP can maintain thru to 2022 then revenue should increase by 38%.

Posted by MoneyMakers > 2021-07-30 14:00 |

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Posted by MoneyMakers > 2021-07-30 14:05 |

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Posted by ToneeFa > 2021-07-30 14:08 | Report Abuse

@MoneyMakers Tonee Will get some chips/tuna sandwich ready 4 the coming QR massacre..should be great slaughterfest
30/07/2021 2:00 PM

Haha....it could hardly be called a slaughterfest, after all its only the chopping of your little weenie, quite a non event actually.

Posted by MoneyMakers > 2021-07-30 14:19 |

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Posted by ToneeFa > 2021-07-30 14:32 | Report Abuse

MM, haha you chicken with no balls dare to talk about smashing face. I remember someone here invited you to meet up face to face in Klang and you totally chickened you. I believe the invitation still stand. Can't imagine a chicken want to talk about a slaughterfest. wakakaka.

Posted by Benhobenhobenho > 2021-07-30 14:43 | Report Abuse

https://www.malaymail.com/news/malaysia/2021/07/28/putrajaya-suspends-covid-19-jabs-for-malaysian-adolescents-after-us-reports/1993387

Posted by Start_0f_the_bull > 2021-07-30 14:45 | Report Abuse

Market is dead with Malaysia politics.

Posted by MoneyMakers > 2021-07-30 14:45 |

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Posted by Benhobenhobenho > 2021-07-30 14:51 | Report Abuse

Problems now with the vaccines. Are they really safe?

Posted by ToneeFa > 2021-07-30 14:55 | Report Abuse

https://edition.cnn.com/2021/07/29/politics/cdc-masks-covid-19-infections/index.html

CDC document warns Delta variant appears to spread as easily as chickenpox and cause more severe infection

The Delta coronavirus variant surging across the United States appears to cause more severe illness and spread as easily as chickenpox, according to an internal document from the US Centers for Disease Control and Prevention. The document -- a slide presentation -- outlines unpublished data that shows fully vaccinated people might spread the Delta variant at the same rate as unvaccinated people. "It's one of the most transmissible viruses we know about. Measles, chickenpox, this -- they're all up there."

The CDC presentation says the Delta variant is about as transmissible as chickenpox, with each infected person, on average, infecting eight or nine others. The original lineage was about as transmissible as the common cold, with each infected person passing the virus to about two other people on average.That infectivity is known as R0."When you think about diseases that have an R0 of eight or nine -- there aren't that many," Walensky told CNN.

Posted by Habisgl0ve > 2021-07-30 15:06 |

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Posted by Start_0f_the_bull > 2021-07-30 15:14 | Report Abuse

That guy would have suddenly realised he lost his way to a downtrend stock now he maybe with those uptrend stocks now such as MPI and Genetic and is buying aggressively now. Ha ha

Posted by Iamstilllearning > 2021-07-30 15:17 | Report Abuse

i think rss really should banned now. It hurt so much

Posted by NatsukoMishima > 2021-07-30 15:39 | Report Abuse

Price drop is not a bad thing for smart accumulator if really can average down at 50 % discount !

Posted by AdCool > 2021-07-30 15:48 | Report Abuse

Not related to RSS but fast money vs retailers.

Posted by ToneeFa > 2021-07-30 15:52 | Report Abuse

@Benhobenhobenho Problems now with the vaccines. Are they really safe?
30/07/2021 2:51 PM

Actually, as of now, it appears that vaccines are relatively safe to be administered. Only a small number of ppl may die or suffer serious side effects. But the long term effect is still unknown. But the more important question is how effective are they to protect the ppl? Currently experts are saying that the protection of most vaccines are waning fast over time and when faced with newer more powerful variants like Delta. So Pfizer is saying need to take booster jabs after 6 months to enhance protection. But the main problem is Covid is still running wild and spreading fast around many countries in the world. So unless Covid can be put under control from spreading, even booster jabs will not help bcos as the virus contunue to spread, it will continue to mutate to evade even the latest booster jabs. As of now, it looks inevitable that the global daily cases will cross the 1 mil mark soon, mainly due to Delta spreading very fast. It may take a couple more years to get things under control but lots of lives will be lost in the process.

Posted by Benhobenhobenho > 2021-07-30 16:00 | Report Abuse

Just imagine, so many Malaysian infected, either one of our relative, friend, neighbor, colleagues or someone we know. A dangerous world indeed

Posted by Citadel9999 > 2021-07-30 16:06 |

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Posted by Citadel9999 > 2021-07-30 16:06 |

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Posted by ket4212 > 2021-07-30 16:16 | Report Abuse

rockerarm already key in3.17 wait rocket up

Posted by Ryan83 > 2021-07-30 16:17 | Report Abuse

Next uptrend wave to reach RM4 before QR release next week

Posted by NatsukoMishima > 2021-07-30 16:18 | Report Abuse

Bankers enter now !

Posted by Start_0f_the_bull > 2021-07-30 16:20 | Report Abuse

I actually agree RM26 last year was overvalued but if anyone say that Supermax price should go back to pre pandemic level of 65c is totally insane.

Posted by Citadel9999 > 2021-07-30 16:21 |

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Posted by Citadel9999 > 2021-07-30 16:21 |

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Posted by Start_0f_the_bull > 2021-07-30 16:25 | Report Abuse

The guy who compared Malaysia glove counters price and Mercator Medical of Poland price last night. What is his opinion now?

Posted by ToneeFa > 2021-07-30 16:26 | Report Abuse

Citadel-seikau, I would actually encourage you to invest all your money into Genetec, as it is generating huge investment return now. Looks like a very good counter, anything that can give 20% in one day is damn good. Congrats

Posted by Start_0f_the_bull > 2021-07-30 16:28 | Report Abuse

Citadel9999 start of bull genetec 20percent gain today wor, overvalue?
30/07/2021 4:21 PM

Citadel9999 how Ur gloves?? 2 percent?
30/07/2021 4:21 PM

I have no complaint. If you love uptrend stocks, just go for it.

Posted by ToneeFa > 2021-07-30 16:34 | Report Abuse

Actually Supermax also not bad, by end of the year capacity to increase by 38%. Ok la. If global daily cases keep increasing till winter time, then the increased capacity just in time to save more lives and frontliners. Glove is all about saving lives. Save the frontliners = save the nation.

Posted by Start_0f_the_bull > 2021-07-30 16:38 | Report Abuse

ToneeFa Citadel-seikau, I would actually encourage you to invest all your money into Genetec, as it is generating huge investment return now. Looks like a very good counter, anything that can give 20% in one day is damn good. Congrats
30/07/2021 4:26 PM

Unfortunately he would have missed the boat by wasting his time in this 'downtrend' stock here. Ha ha.

Posted by ToneeFa > 2021-07-30 16:40 |

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Posted by oldbeginner > 2021-07-30 16:42 | Report Abuse

https://www.pbs.org/newshour/health/breakthrough-covid-infections-show-the-unvaccinated-are-now-putting-the-vaccinated-at-risk

Posted by ToneeFa > 2021-07-30 16:44 | Report Abuse

Good recovery today, hopefully Monday can maintain momentum.

Posted by Citadel9999 > 2021-07-30 16:46 |

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