@toneefa. for you yes la. because you just simply blow water here and come out with your own assumptions. of course no need to do homework. if I were to suggest, I will need to refer back to the figures. this is what I meant by homework.
Holyshit, our politicians choose to play politic at this time. Offset all the good news for gloves. Gloves suppose to go up but kena offset by political uncertainty. But it’s a good bargain coming forward for investors
Hello sm21 u realize writer with dots here wrote from 9 to 3 now n indeed glad that u exit at 3.80
I see two extremes here one keep promote ensure there are enough takers during rebound when they unload Other group massacre bloodbaths hope get plentiful cheap tickets maximize $ when rebound.
Nevertheless GF mention RM40 asp is very good price considering precovid asp were 18 to 20. Old era were on old machines rate at 6000pcs an hour u see so many difficult old glove factories. New production uses 100m double formers line rate at 30k an hour with auto stripping achieve lower costs
This industry will prosper can just live on dividend
Pampers, Post pandemic ASP of US 30 to 35 is reasonable .Many analysts projected this numbers . We just do not know when is post pandemic at the rate the variants are infecting peoples all over the world. I had done a worst case scenario for supermx by assuming US24 as post pandemic ASP. The US 30 to 35 is about 30% higher than my assumption . This is a bonus . At the current price , supermx price is already lower than my US 24 worst case scenario valuation. If post pandemic ASP is 30 to 35 , it give further and better margin of safety.
-------------------------------------------------- pampers @pjseow, according to the harta briefing today, ASP expected to drop to 40 potentially, they foresee post pandemic ASP will be around 30-35, so don't be too opstimic about the ASP... Anyway, glove counters are still way undervalue even ASP is dropping. 03/08/2021 11:06 PM
Convid 19 is out of control not only Malaysia but worldwide.So gloves counters should made huge profit . Therefore gloves shares should move up . So operators, no point u suppress this gloves counter .U r just denied the fact. U r dealing against educated investors who know how to invest n what to invest. The more u delay it the more u r going to loose
Keep buying if u have bullets cos this counter got great potential to move up. Aldy drop abt 74% from peak A very severe drop by normal standard. Feel safe to accumulate
I notice Major shareholder of Comfort aldy start buying from open market & I believe major shareholders of Supermx could be doing the same thing indirectly
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
investmalaysia777
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Posted by investmalaysia777 > 2021-08-04 08:37 | Report Abuse
@toneefa. for you yes la. because you just simply blow water here and come out with your own assumptions. of course no need to do homework. if I were to suggest, I will need to refer back to the figures. this is what I meant by homework.