Posted by dick20 > 2021-08-18 08:22 | Report Abuse

At current levels, we should buy and there is a good chance for a profitable trade

Posted by myinvestor > 2021-08-18 08:45 | Report Abuse

Posted by AlsvinChangan > Aug 17, 2021 10:07 PM | Report Abuse

Revenge of the bilis comming soon

when RSS reach its limit 4%

3% limit is about 108M shares, the actual limit could be 4%

3% of 2720m shares (total shares) is 81.6m

Top glove highest net short position 253m shares about 3.1%
Kossan highest NS 2.1%
Harta-1.75%
supermax today -2.56% yesterday 2.61%.
Shorties covered 1.48m yesterday. Using dump and cover tactics.

Posted by nataliekoo > 2021-08-18 09:07 | Report Abuse

today limit up !!! no worries MEH

Posted by Keyman188 > 2021-08-18 09:15 |

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Posted by investmalaysia77 > 2021-08-18 09:20 |

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Posted by Stealth > 2021-08-18 10:02 |

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Posted by Plantermen > 2021-08-18 10:10 | Report Abuse

Currently Malaysia is the worst performing index in this region. Our MYR has slid to 4.24 against the USD and 0.65 against the Yuan. RHB projected the MYR may drop to a low 4.30 against the USD. Technically should be good for exporters { eg Glove makers and CPO exporters}

Posted by Billboard > 2021-08-18 10:13 | Report Abuse

Morning sm21
2836, 3254 4047 1899 3867 are gearing
Indicate FF movement

Posted by Dontbullshit > 2021-08-18 10:19 | Report Abuse

Please make RSS return 70mil of the tickets.

Posted by Mak_kiah > 2021-08-18 10:22 | Report Abuse

mana QR?hahaha

Posted by Keyman188 > 2021-08-18 10:47 |

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Posted by Mak_kiah > 2021-08-18 10:53 | Report Abuse

i am one of them.. dreaming Rm10..

Posted by I3deletemycomment > 2021-08-18 10:54 | Report Abuse

Ban rss
Retailer diutamakan
Better read and share before my acc delete


Plantermen Currently Malaysia is the worst performing index in this region. Our MYR has slid to 4.24 against the USD and 0.65 against the Yuan. RHB projected the MYR may drop to a low 4.30 against the USD. Technically should be good for exporters { eg Glove makers and CPO exporters}
18/08/2021 10:10 AM

Posted by I3deletemycomment > 2021-08-18 10:56 | Report Abuse

Ban
rss
Retailee DIUTAMAKAN

Posted by Mak_kiah > 2021-08-18 11:07 | Report Abuse

ya ,ban RSS but how? by talk only?hahaha

Posted by Stockisnotfun > 2021-08-18 11:10 | Report Abuse

Musical chair end here already

Posted by Mak_kiah > 2021-08-18 11:16 | Report Abuse

look like music on air

Posted by ncy810116 > 2021-08-18 11:16 | Report Abuse

nice...

Posted by casanwk > 2021-08-18 11:22 | Report Abuse

Lai lai lai

Posted by casanwk > 2021-08-18 11:25 | Report Abuse

Shortist cover zone?

Posted by Nightrider > 2021-08-18 11:28 | Report Abuse

Hope today will have a big rebound…

Posted by pjseow > 2021-08-18 11:29 | Report Abuse

Tonee, Stealth , jgc147 ,dick20 ,

Thanks for the comments

My purpose of writing this article is to intentionally show the hypothetical scenario of gradual ASP growth of 10 % per year and 18 % capacity growth per year for 4 years will generate fantastic earnings growth which are better than the current top notch high growth companies which IB assign a high PE .
My second intention is to show the total earnings of current scenario ( super high earning growth and then taper down ) is more than twice higher than the above hypothetical scenario although both scenario reach the same end point of ASP at US 32.2 ( between 30 to 35 post pandemic ) and capacity of 48.5 billions in 2023 .

With the comparison of the 2 scenarios , I make it obvious that there is no reason to give an unreasonable super low PE for the current scenario because .

1. Total earnings for current scenario is better than the hypothetical scenarios of continuos growth .

2. Both scenarios will continue t0 grow from 2023 onwards when ASP reach the stabilised US 32.2 in 2023 post pandemic period .

3. The company deserve a better PE of 15 with such growth rate and hence the target prices in 2023 . .

4. The 4 years total earnings of the hypothetical scenario is able to fund the capacity expansion from 25 billions to 48.5 billions per year .

5. The 4 years total earnings of the current scenarios can fund similar capacity expansions with surplus cash which can be distributed to shareholders as dividend or share buy backs .

I hope the above comparison will eliminate the fear or misconception that
when ASP come down to US 30 to 35 , supermx value will go back to pre pandemic levels .
Supermx had already make a total of 3.27 billion from 2020 till present .THis total is only RM 400 m short of the total for the hypothetical total earnings of 3.67 billions . With the coming QR of approximately 1 b , the total will surpass the hypothetical total earnings . Whatever extra earning is a bonus .

Supermx is really under valued at current prices .

Disclaimer : THe above is not a buy or sell call . It is for sharing for serious investors .

Posted by I3deletemycomment > 2021-08-18 11:37 | Report Abuse

Ban rss
Retailer diutamakan
If last four eyes is FM ,if this year he become FM Again then mak kiah you can become millionaires

Posted by I3deletemycomment > 2021-08-18 11:37 | Report Abuse

Mak_kiah ya ,ban RSS but how? by talk only?hahaha

Ban RSS

Posted by I3deletemycomment > 2021-08-18 11:41 | Report Abuse

Last FM,just clear the desk is a banker
His want bursa on par with dow jones
Compare last year,many become millionaires as rss is ban
But now,is one sided games
Mak kiah forever poorer
Ban rss

Posted by Benhobenhobenho > 2021-08-18 11:51 | Report Abuse

Start of a rally?

Posted by ncy810116 > 2021-08-18 11:52 | Report Abuse

maybe QR out soon

Posted by pjseow > 2021-08-18 12:05 | Report Abuse

This is the standard and quality of comment coming from.someone who claimed to work for IB . Sigh.

---------------------------------------------
investmalaysia77 pjseow now begging IB to read his post. cannot tahan his paper loss d. kikiki 早知今天，何必当初
18/08/2021 9:20 AM

Posted by Birdie > 2021-08-18 12:15 | Report Abuse

Any updates on the factory in the USA.

Posted by Benhobenhobenho > 2021-08-18 12:43 | Report Abuse

@Birdie, still in the pipeline

Posted by ToneeFa > 2021-08-18 13:28 | Report Abuse

@pjseow This is the standard and quality of comment coming from.someone who claimed to work for IB . Sigh.
18/08/2021 12:05 PM

That guy likely worked for the IB shorty dept. Shorty dept main job criteria - must be a drama queen.

Posted by ToneeFa > 2021-08-18 13:36 | Report Abuse

@pjseow , I hope the above comparison will eliminate the fear or misconception that
when ASP come down to US 30 to 35 , supermx value will go back to pre pandemic levels .
Supermx had already make a total of 3.27 billion from 2020 till present .THis total is only RM 400 m short of the total for the hypothetical total earnings of 3.67 billions . With the coming QR of approximately 1 b , the total will surpass the hypothetical total earnings . Whatever extra earning is a bonus .
18/08/2021 11:29 AM

Yup pjseow, excellent point. Ppl forget post pandemic will alrdy pass 4-5 years since prepandemic.

Posted by bikay101 > 2021-08-18 13:55 | Report Abuse

Pfizer just announced that 2 doses not enough, needs a third dose 8 months after the second dose.

Already it is not very effective against the Delta variant. In US, the daily new infections are 7 times more than 2 months ago.

Is this why gloves all green today?

Posted by glovefinish > 2021-08-18 13:59 |

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Posted by investmalaysia777 > 2021-08-18 14:42 |

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Posted by casanwk > 2021-08-18 14:43 | Report Abuse

Give a higher low
- high probability (15 minutes)
Gogogo..

Posted by MoneyMakers > 2021-08-18 14:43 |

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Posted by MoneyMakers > 2021-08-18 14:43 |

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Posted by CITADEL > 2021-08-18 14:45 |

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Posted by investmalaysia777 > 2021-08-18 14:49 |

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