Posted by Sebastian78 > 2021-08-08 14:23 | Report Abuse

Dividend announcement coming soon next week , maybe :)

Posted by ToneeFa > 2021-08-08 14:40 | Report Abuse

Monday or latest Tuesday. PAT >1b. Likely have special end FY special bonus.

Posted by Citadel9999 > 2021-08-08 14:45 |

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Posted by ToneeFa > 2021-08-08 14:51 | Report Abuse

Citadel-seikau , you should keep buying and promoting Genetec, your favourite counter. No need waste time to keep trolling and criticizing other ppl promoting their favorite counter. Don't need to be so annoying ok.

Posted by NatsukoMishima > 2021-08-08 14:57 | Report Abuse

Glove stock a must in your portfolio at 5 year lowest price !

Posted by Citadel9999 > 2021-08-08 15:02 |

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Posted by Citadel9999 > 2021-08-08 15:03 |

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Posted by ToneeFa > 2021-08-08 15:09 | Report Abuse

C-seikau, ppl promote apa lu susah, since u don't own any Supermax share at all.

Posted by Citadel9999 > 2021-08-08 15:11 |

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Posted by Citadel9999 > 2021-08-08 15:11 |

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Posted by ket4212 > 2021-08-08 15:12 | Report Abuse

期待7106股息

Posted by MoneyMakers > 2021-08-08 15:42 |

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Posted by Start_0f_the_bull > 2021-08-08 16:21 | Report Abuse

MoneyMakers Warm reminder to stock up some snacks 4 coming QR massacre
08/08/2021 3:42 PM

OK lah, good for you also. Covid-19 and the mutation of variants also very contagious. Massacre or not you still need to eat. Eat while we still can. Correct?
Stay home, stay safe.

Posted by idunwork > 2021-08-08 16:57 | Report Abuse

If i must pick a glove stock i pick harta

Posted by Stealth > 2021-08-08 16:59 | Report Abuse

day of reckoning tomorrow-the last longest long squeeze

Posted by pjseow > 2021-08-08 17:02 | Report Abuse

Toneefa, my projection is slightly higher than yours but I will use your numbers for easy computations.

Last QR cash in hand 3.999 b
Customers prepayments 1.044 b
Total June dividend payout 0.354 b

Nett cash balance 2.601 b

Earnings for the next 7 qtrs 6.50 b
Total cash 9.101 b

Balance capacity expansion 1.10 b

Nett cash 8.001 b

Nett cash per share 2.94

The nett cash is almost 3.00 by the end of 2022 assuming no dividend is given out and no other spendimg other than the capacity expansion to 48 billions.
If the share price is 3.00 , assuming supermx decided to give out all the cash of rm 2.94 per share as dividend , you are basically buying a debt free supermx share with 48 billion capacity for FREE.

Where can you find such.stock in.klse ?


----------------------------------
Jun'21- 1,000mil (projected)
Sep'21- 1,000mil (assumption)*
Dec'21- 1,000mil (assumption)*
Mar'22- 1,000mil (assumption)*
Jun'22- 1,000mil (assumption)+
Sep'22- 750mil (assumption)+
Dec'22- 750mil (assumption)+

Total Earnings 6.5 billions

Posted by ToneeFa > 2021-08-08 17:25 | Report Abuse

That's right pjseow, by end 2022 . However, with PAT of 1b, I would expect dividend issue at every qtr in FY22. At current price, div yield should be >15%. So if price drop lower then better yield. With RM weakening against USD going forward, the earnings will be even better. Rather than money sitting in FD, better park in high dividend yield stocks.

Posted by MoneyMakers > 2021-08-08 18:03 |

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Posted by MoneyMakers > 2021-08-08 18:09 |

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Posted by Start_0f_the_bull > 2021-08-08 19:16 | Report Abuse

MoneyMakers StartOTB Snacks not 4 eat..is to enjoy

Ready special snacks coming QR massacre..1st profit drop - expecting bloodbath
08/08/2021 6:03 PM

What to enjoy about? If Supermax share price dive down this week you also don't gain anything. True or not?

Posted by Start_0f_the_bull > 2021-08-08 19:22 | Report Abuse

MoneyMakers Nice to see flagger working 24h

suggest rest ur finger abit..coming QR massacre sure got soo much need flag
08/08/2021 6:09 PM

Even tomorrow share market not yet opened you are already busy with your fingers. Suggest you flag as much as you can today before you and your gang go to hide again next few days.

Posted by ToneeFa > 2021-08-08 20:55 | Report Abuse

https://edition.cnn.com/2021/08/07/world/covid-vaccine-booster-shot-inequality-intl-gbr-cmd/index.html

'A Band-Aid over a gaping hole': Booster shots for the rich world won't end the pandemic, experts warn

As concerns mount over the highly contagious Delta variant, wealthy nations are tightening their grip on vaccine arsenals, while desperate people elsewhere in the world are dying due to a lack of shots. Meanwhile, around the world, hundreds of millions of people are still waiting to receive their first dose of a coronavirus vaccine and the prospect of widespread immunity feels like a pipe dream.
Africa and Southeast Asia, where vaccine rates are low, are seeing some of their worst coronavirus outbreaks of the pandemic. Authorities are being confronted with a pressing and seemingly insurmountable problem: How to reduce deaths without doses, and among populations who can no longer afford to stay at home.

On Wednesday, World Health Organization (WHO) Director-General Tedros Adhanom Ghebreyesus called for a moratorium on vaccine boosters until at least the end of September, with the goal of getting 10% of every country's population vaccinated by then.
"I understand the concern of all governments to protect their people from the Delta variant. But we cannot accept countries that have already used most of the global supply of vaccines using even more of it, while the world's most vulnerable people remain unprotected," Tedros said.

Andrea Taylor, assistant director of programs at Duke University's Global Health Innovation Center, told CNN that prioritizing booster shots over ending global transmission would put everyone, including people in high-income countries, in a more dangerous position.

"If countries like Germany, like the US, like the UK choose to roll out booster shots before we have ensured that all communities worldwide have access to the first two doses of the vaccine, we're not really solving the problem ... It's a little bit like putting a Band-Aid over a gaping hole," said Taylor, who is leading research looking at global vaccine distribution at Duke.
"Just as we saw in South Asia, when there was uncontrolled transmission and the Delta variant really took off, there isn't anything to prevent that happening right now on the continent of Africa. And so, it's very likely that we could end up in a situation where we have even more dangerous, more transmissible, more infectious variants coming out of the spread that we are currently seeing in Africa."
Kelley said that if wealthier nations with adequate vaccine coverage aren't swayed to share more doses by the ethical arguments of fairness and equity, hopefully they can be persuaded by the threat of future variants looming beyond their borders.
"It's just willful ignorance to think that they're not going to come back to haunt wealthier countries," she said.
------------------------------------------------------
Experts keep emphasizing that at the rate things are going, we will be seeing the emergence of a supervirus more powerful than Delta, which will hit back hard at the developed world for being selfish with vaccines.

Posted by RISK8888 > 2021-08-08 21:09 | Report Abuse

with room to go down almost 0%, supermax is very good bet. Plus dividend yield is so good. very safe investment! good job guys!

Posted by RISK8888 > 2021-08-08 21:17 | Report Abuse

initially i believe vaccine roll out will badly impact glove demand. however it seems vaccine got hickup due to virus mutation issue. it seems vaccine speed cannot keep up with the virus mutation speed,that means vaccine process will keep repeating annually.

which means demand for glove will sustain due to:

1) for testing process to track the effectiveness of the vaccine
2) to monitor the changes of the virus mutation.

Glove business forsee to sustain due to above situation.

Posted by pjseow > 2021-08-08 21:43 | Report Abuse

Tonee, yes . agreed with you that supermx will most likely give out dividend every qtr. If supermx give out 50 % of the 8 b for the next 7 qtrs on average , it will be 21 sen per qtr. The dividend yield will be 84/310 or 27 %. At the end of 2022, the company still has 4 b cash in.hand after paying off the total 1.39 b for capacity expansion plus another 4 b as cash dividend.

-------------------------------------------
ToneeFa That's right pjseow, by end 2022 . However, with PAT of 1b, I would expect dividend issue at every qtr in FY22. At current price, div yield should be >15%. So if price drop lower then better yield. With RM weakening against USD going forward, the earnings will be even better. Rather than money sitting in FD, better park in high dividend yield stocks.
08/08/2021 5:25 PM

Posted by ToneeFa > 2021-08-08 22:36 |

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Posted by ToneeFa > 2021-08-08 22:48 | Report Abuse

@pjseow Tonee, yes . agreed with you that supermx will most likely give out dividend every qtr. If supermx give out 50 % of the 8 b for the next 7 qtrs on average , it will be 21 sen per qtr. The dividend yield will be 84/310 or 27 %. At the end of 2022, the company still has 4 b cash in.hand after paying off the total 1.39 b for capacity expansion plus another 4 b as cash dividend.
08/08/2021 9:43 PM

Yup pjseow, concur with you. If buy at this price, later the div yield potentially can be very high. If Supermax cancel the US expansion, then they may distribute more cash out, potentially div yield can go > 20% . If they proceed with the US expansion, then they will conquer bigger % of the US market in future. Either way is good news.

Posted by Iamstilllearning > 2021-08-08 23:09 |

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Posted by MoneyMakers > 2021-08-08 23:09 |

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Posted by MoneyMakers > 2021-08-08 23:12 |

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Posted by pjseow > 2021-08-08 23:26 | Report Abuse

For Harta, the market dropped from 7 to 6.60 just before its last QR result was.announced. The market did not react positively to the doubling of profits before the rrsult was out.

------------------------------
Iamstilllearning This quarter Qr will be very bad. Market always react first.
I think around 500 mil to 700 mil only
08/08/2021 11:09 PM

Posted by NatsukoMishima > 2021-08-09 00:18 | Report Abuse

（吉隆坡8日讯）前首相拿督斯里纳吉形容，政府决定允许从国外返马的人可在家隔离的决定，是最高度疯狂，因为那些完全接种疫苗的人仍然可能被感染和传染他人。


他说，在国外，比Delta变种更危险的Delta Plus和Lambda变种正在肆虐。


从8月10日起，政府允许已经完成疫苗接种的国人、永久居民和大马第二家园计划参与者，从国外回马后，可以在自己的住家进行强制隔离。



纳吉今晚在面子书指出，政府的决定就像在重蹈去年7月的覆辙。


他说，当时，政府决定让人们在家进行强制隔离，一个月后突然U转，但是已经为时已晚。

Posted by nataliekoo > 2021-08-09 08:48 | Report Abuse

No worries, limit up soon !!! KUNJU SAID

Posted by Bgt 9963 > 2021-08-09 08:50 |

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Posted by Start_0f_the_bull > 2021-08-09 09:12 | Report Abuse

Good morning.

Posted by ncy810116 > 2021-08-09 09:24 | Report Abuse

nice...

Posted by Start_0f_the_bull > 2021-08-09 09:28 | Report Abuse

U-turn instead. Unlikely can get at RM3.00 today.
Wait on Wednesday see got anymore people want to sell it down or not.

Posted by casanwk > 2021-08-09 09:32 | Report Abuse

9 July 21 - price breakout at this level 310 to 380
Will it happen today? Or continuously to domaint downside?

Posted by Benhobenhobenho > 2021-08-09 09:35 | Report Abuse

When company is making billions, the share price just have to reflect the earnings sooner or later, there's no doubt about it. The share price cannot be depressed for too long

Posted by xiaomixiaohai > 2021-08-09 09:40 |

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Posted by MoneyMakers > 2021-08-09 09:54 |

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Posted by investmalaysia777 > 2021-08-09 09:57 |

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Posted by ket4212 > 2021-08-09 09:58 | Report Abuse

3.07falling down

Posted by Stealth > 2021-08-09 09:58 | Report Abuse

xiaohai, toilet paper for your mouth lah!! Only asses make such statement

Posted by rr88 > 2021-08-09 10:18 |

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Posted by myinvestor > 2021-08-09 10:25 | Report Abuse

By year end 2021 Supermax production capacity will increase to 36b when all the plants 13-17 will in operation.

Posted by casanwk > 2021-08-09 10:29 | Report Abuse

Price stuck between 307 and 310 ..
Awaiting for qr release!
shortist worry for d current delta situation ?

Posted by myinvestor > 2021-08-09 10:30 | Report Abuse

This Supermax (OBM) business model enables the group to supply directly to end customers at distributor’s price instead of at factory prices. Due to the rush to stockpile gloves in preparation of a fourth wave, customers are willing to pay high prices as long as manufacturers are able to offer capacity allocation

Posted by Start_0f_the_bull > 2021-08-09 10:31 | Report Abuse

rr88 A drop below 3.06 previous low is imminent.
Last peak 3.69.
Tp = 3.06 - (3.69 - 3.06) = 2.43
Sell!
09/08/2021 10:18 AM

You got tickets to sell?
Do it now. I wait for you at RM2.50, a premium of 7c for you. Mari mari.

Posted by Extraordinary88 > 2021-08-09 10:37 | Report Abuse

The shorty are in for a surprise
I could imargine a big fat profit.....
Short squessy coming