Posted by Keyman188 > 2021-08-22 17:22 | Report Abuse

Bearish-vs-Bull....

Posted by MoneyMakers > 2021-08-22 17:49 |

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Posted by MoneyMakers > 2021-08-22 17:51 |

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Posted by Keyman188 > 2021-08-22 18:33 | Report Abuse

Overvalue -vs - undervalue -vs- novalue......


wkwkwk...kekeke...hehehe...

Posted by MoneyMakers > 2021-08-22 23:07 |

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Posted by xiaomixiaohai > 2021-08-23 08:55 |

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Posted by xiaomixiaohai > 2021-08-23 08:55 |

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Posted by Stealth > 2021-08-23 09:29 | Report Abuse

2nd session

Posted by myinvestor > 2021-08-23 09:29 | Report Abuse

Harta NTA 1.91
Supermx NTA 1.58 still short 1 qtr. Nta could be 1.90-2.00 after this qtr result.
Kossan NTA 1.52
Topglov NTA 0.86

Based on NTS asset valuation only Harta surpass supermx. Supermx is lies 2nd position among top 4 gloves companies.

Posted by joyvest > 2021-08-23 09:55 |

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Posted by glovefinish > 2021-08-23 10:14 |

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Posted by glovefinish > 2021-08-23 10:15 |

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Posted by Johnsam > 2021-08-23 10:15 | Report Abuse

It's ok, even if same growth I am sure dividend will be exceptional

Posted by glovefinish > 2021-08-23 10:20 |

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Posted by Mak_kiah > 2021-08-23 10:27 |

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Posted by skyu > 2021-08-23 10:40 | Report Abuse

hanissssss 2

Posted by Stealth > 2021-08-23 10:44 | Report Abuse

Don't be too sure. Supermx might just spring a pleasant surprise

Posted by jacklimeu2 > 2021-08-23 10:46 | Report Abuse

Still no QR?

Posted by IronShirt > 2021-08-23 10:50 |

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Posted by glovefinish > 2021-08-23 10:51 |

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Posted by AdCool > 2021-08-23 10:53 | Report Abuse

cant believe some still bashing this counter since last year. Spending almost 12 months just to bash the counter. Can you gain anything by bashing it? The resentment and grudge must be damn high. Must have entered above rm22 during the peak and cut loss when at rm18 before Supermax split. Just a 4k loss already have the resentment to bash for a year. If 40k loss, gonna bash for whole life.

Posted by Maridien2 > 2021-08-23 10:54 | Report Abuse

QR result good or not won't have any impact. Look at Harta price u know. Need to see shark mood good or not.

Posted by Start_0f_the_bull > 2021-08-23 10:55 | Report Abuse

Late QR announcement is good so that it can provide bigger pictures about cost of materials and ASP towards the end of August.

Posted by investmalaysia77 > 2021-08-23 10:57 |

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Posted by glovefinish > 2021-08-23 10:57 |

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Posted by investmalaysia77 > 2021-08-23 10:58 |

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Posted by skyu > 2021-08-23 11:03 | Report Abuse

since when this q result is pronounced delayed? is normal for this company to release result end of the month such as 30th.

Posted by Start_0f_the_bull > 2021-08-23 11:05 | Report Abuse

investmalaysia77 Provide bigger pictures by just delaying few weeks? Hahaha
23/08/2021 10:57 AM

The later the QR announcement the latest the updates will be in the notes to the accounts. You disagree?

Posted by Habisgl0ve > 2021-08-23 11:07 |

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Posted by Start_0f_the_bull > 2021-08-23 11:11 | Report Abuse

skyu since when this q result is pronounced delayed? is normal for this company to release result end of the month such as 30th.
23/08/2021 11:03 AM

In fact most companies have their QR announcement approaching the last day of the deadline.
Just because Supermax had an earlier QR announcement last quarter, some people assume this time it is delayed.

Posted by Stealth > 2021-08-23 11:11 | Report Abuse

Asp for april-june is still high as stated by harta. So supermx results should be stellar!!

Posted by AdCool > 2021-08-23 11:12 | Report Abuse

Nobody is hoping for PE100. Assuming June 30 was the peak for super profit and maintain 1 billion profit. That would be around EPS150 for the FY2021. Assuming that the ASP will drop from now on (as per what estimated by the market and IB back in last year before they heard of Delta, Lambda, Vaccination losing its effect after 6 months, booster shots required, world population is still under vaccinated even after 9 months), let's said the profit down back to 30% of the peak in 2023 (70% lower), that would be around EPS45. With PE15-20 which was the NORM, I repeat the NORM prior to Covid 19, Supermax should value at RM6.75 - RM9.00. Assuming in 2024, down another 30% of profit, the EPS would be 31.5. WIth PE15-20, Supermax should value at RM4.72 - RM6.30. Come 2025, another 30% drop of profit, Supermax would value at RM3.3 - RM4.41. That is 2025 for gosh sake! This only materialize if ASP dropped drastically in 2022 and 2023 (losing a total of 70%) and subsequently ASP losing 30% each year in 2024 and 2025.

All these didnt even factor in the volume increase, cash on hands, the automation investment, new biz venture (with 4-5 billions on hands, you can do wonder). The market is now valuing the counter purely on profit decline, not on the actual growth. The market is valuing the counter based on profit 1 billion per quarter and how much decline it gonna be in 2023 in comparison with 1 billion. If i made rm100mil per quarter in 2025, i gonna make rm400 mil in 2025. I still make money for gosh sake. Not that I make 90% loss as they compute it as 400mil/4 bil = 10%.

Posted by Jonathan Keung > 2021-08-23 11:14 | Report Abuse

Agreed with your views. Still generating good profit

Posted by investmalaysia77 > 2021-08-23 11:16 |

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Posted by Stealth > 2021-08-23 11:20 | Report Abuse

supermx has mostly contracted sale for whole of this year,Asp fluctuatons will not affect it much!

Posted by skyu > 2021-08-23 11:21 | Report Abuse

aiseh, lu really a kampung zai, in this highly competitive business, where in earth u will find a company to be so generous taking turn to raise the selling price? is all down to supply demand ma. but, tell lu la , even if sapuermaz report a extremely high Matt profit, the manipulator still wont push the pride up. if the nett product is much lower, the only reason is Stanley gone hayxrazy with impairment.

know nothing better, just shut up and stay in tour kampung ma

Posted by Stealth > 2021-08-23 11:21 | Report Abuse

positive outlook may come from its US foray

Posted by skyu > 2021-08-23 11:23 | Report Abuse

sorry, have to say something to tiao some monkeys that talking nonsense especially the crazy nut shouting massacre day and night.

the promoter day and night posting news that covid is gonna kill more and more hospitalisation, dude watch out, dont curse people

Posted by nataliekoo > 2021-08-23 11:29 | Report Abuse

No worries, limit up soon !!! gogogo

Posted by glovefinish > 2021-08-23 11:31 |

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Posted by glovefinish > 2021-08-23 11:35 |

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Posted by Start_0f_the_bull > 2021-08-23 11:35 | Report Abuse

Hoping that pandemic gets worsen, if it does but glove share prices can't increase much the shareholders who bought at high price will lose both, money and a normal life.

Posted by glovefinish > 2021-08-23 11:38 |

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Posted by glovefinish > 2021-08-23 11:46 |

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Posted by investmalaysia77 > 2021-08-23 11:50 |

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Posted by Stealth > 2021-08-23 11:54 | Report Abuse

hope for replacement of finance minister and a ban on rss as klse is not as mature and sophisticated as NYSE.

Posted by investmalaysia77 > 2021-08-23 11:59 |

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Posted by glovefinish > 2021-08-23 12:00 |

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Posted by investmalaysia77 > 2021-08-23 12:04 |

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Posted by Habisgl0ve > 2021-08-23 12:04 |

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