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

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Posted by investmalaysia77 > 2021-08-23 12:09 |

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Posted by Stealth > 2021-08-23 12:09 | Report Abuse

Yes exactly, in spite of all the good fundamentals, if the deep pocket shorties who enjoy unfair advantage don't stop, there's no chance for retailers who go long

Posted by Stealth > 2021-08-23 12:10 | Report Abuse

Bet still on. HAHA

Posted by investmalaysia77 > 2021-08-23 12:14 |

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Posted by 18revenge > 2021-08-23 12:15 | Report Abuse

So many anal itchy here..same like me..no shares but talk a lot...glovefinish anal has been itchy non stop since last year..I wonder how it looks like now

Posted by 18revenge > 2021-08-23 12:19 | Report Abuse

Why scared investmamalaysia77...bet la?the way u talk u terrier maa..prove it..or you anal just itch also..come here seeing any volunteer want to scratch your anal

Posted by Stealth > 2021-08-23 12:20 | Report Abuse

IM77 you already have 10sen advatage, just give a time frame and bet lah-if you trully believe supermax cant go beyond rm3.17 but instead drop to rm2.5 or less

Posted by investmalaysia77 > 2021-08-23 12:22 |

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Posted by raymond96 > 2021-08-23 12:28 | Report Abuse

Adcool well said with your very good analysis on gloves sector , this is a good time to buy for any investors with spare cash to hold for one to two years even after factor in the increase in supply especially from China .when others are Fearful , WE have to be greedy!

Posted by Stealth > 2021-08-23 12:29 | Report Abuse

of course you will not lose a sen but you're only scared that you will be exposed as a big bluff if you lose. hahaha

Posted by Start_0f_the_bull > 2021-08-23 12:56 | Report Abuse

I think IM77 should accept the bet if he is not tin kosong only.

Posted by bulldog > 2021-08-23 13:07 | Report Abuse

Accumulation in progress

Huat chaiii

Posted by bulldog > 2021-08-23 13:08 | Report Abuse

Citadel naysayers 3 stooges already shy away

Huat chaiii

Posted by skyu > 2021-08-23 13:08 | Report Abuse

aiseh dont be silly la, stock market need rss. without rss how u can cheaper price? if all people only buy and buy, u think it is possible to have millions of transaction daily? when a stock rss, mean no one interested. focker market mana ala logic, genm closed for business and the future business is in high doubt, yet the price is going up little by little . they lure u to come and buy ma.

glove is a chapalang industry la , u think china still in pre industrial era where cheap labour is their main chip? malaysia bengala is much cheaper and if u look properly, china industrialisation is towards higher end product. they prefer to compete with the west.

Posted by bulldog > 2021-08-23 13:08 | Report Abuse

Good afternoon all shareholders

Huat chaiii

Posted by ket4212 > 2021-08-23 13:17 | Report Abuse

hold tight tight supermx have surprize

Posted by MoneyMakers > 2021-08-23 13:32 |

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Posted by MoneyMakers > 2021-08-23 13:52 |

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Posted by habisglov3 > 2021-08-23 14:01 |

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Posted by Stealth > 2021-08-23 14:04 | Report Abuse

Don't underestimate china.They can be a big threat!

Posted by bulldog > 2021-08-23 14:13 | Report Abuse

Hold tight tight

Huat chaiii

Posted by bulldog > 2021-08-23 14:13 | Report Abuse

No contra player please

Huat chaiii

Posted by The_JQuestion > 2021-08-23 14:19 | Report Abuse

glove alll good lla is the pump n dump activity so unstable
they are all good company but market destroy them
kesian holdlers going up n down

Posted by MoneyMakers > 2021-08-23 14:37 |

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Posted by nataliekoo > 2021-08-23 15:28 | Report Abuse

QR dekat mana... sudah tunggu sampai PM baru pun dah umum... really KNS

Posted by Benhobenhobenho > 2021-08-23 15:50 | Report Abuse

Asp is not that bad as what many people made it out to be. What more with this pandemic still raging.

Posted by stevenckheng > 2021-08-23 15:55 | Report Abuse

why qr delay so long

Posted by AdCool > 2021-08-23 15:57 | Report Abuse

Once QR out, it would confirm whether ASP is really down that much as estimated by the IBs or it doesnt. This result gonna be the decisive point.

Posted by chief999 > 2021-08-23 15:58 | Report Abuse

this is Q4, need to prepare audited report... most of its business from overseas, so need the subsidiaries to submit too... plus politically also not steady... no need to release so fast.. my 2 cents...

but also could mean not so good result? but definitely YOY is never an issue...

Posted by mf > 2021-08-23 15:58 | Report Abuse

[AVI] Private Placement on 23-Aug-2021
Stock [AVI]: AVILLION BHD
Announcement Date 23-Aug-2021
Listing Date 24-Aug-2021
New type/class? No
Type Private Placement
Details PRIVATE PLACEMENT OF UP TO 20% OF THE TOTAL NUMBER OF ISSUED SHARES OF AVILLION BERHAD
No. of shares issued 96,333,330
Issue Price Malaysian Ringgit (MYR) 0.120
Par Value - 0.000
Total NOSH 1,042,823,414

Posted by jplhdd > 2021-08-23 16:04 | Report Abuse

which company in bursa can make RM1.0 Billion per year? some make just 20 million or 50 million or 100 million per annum is considered very good already and recommended by the analyst. I am putting all my money in supermax come rain or shine.The analyst that write about gloves need to go back to school.

Posted by pjseow > 2021-08-23 16:07 | Report Abuse

Further to ADCool comments, the estimated earning of supermx in fy 2022 will be rm 966 millions based on the hypothetical.linear growth as below. FY 2022 already started from.July last month. The eps of projected 2022 will be 35.5 sen. With a PE of 18 , the value is already RM 6.39. The current.scenario is projected at 3x of the RM 966 millions. In fact Analysts should value supermx much higher in view of the fact that the actual FY 2020 and FY 2021 earnings are much higher than the linerar growth scenarios.


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Posted by pjseow > Aug 20, 2021 2:27 PM | Report Abuse X

In my 20 plus years of stock investment experience , the IBs knows only how to value a gradual linear growth stocks but not the super high spiky Bell Curve growth stocks . The IBs will give good PE for linear growth stocks but give an extremely low PE for Bell Curve growth stocks although both stocks end at the same point after a few years of growths .
I had illustrated how bad the IBs misvalue the current Bell Curve growth of glove stocks in my previous message 2 days ago . Let me illustrate and summarise the two different scenarios to make the misjudgements or misvaluations by the IBs more obvious .


1. First Scenario ( the Hypothetical gradual linear growth scenario )

a. ASP growth of 10 % per year from 2020 t0 2023 ( from ASP of US 22 in 2019 to 32.2 in 2023 )

b. Capacity growth of 18 % per year from 25 billions pa to 48.5 billions per annum.

c. Nett Margin grow from 8 in 2019 to 10 , 12 ,15 and 18 % in 2023/

PAT , EPS and Tgt Values

FY 2019 125 m ( base or reference pt )

FY 2020 459 m
FY 2021 744 m
FY 2022 966 m
FY 2023 1505 m

Total 3674 millions

We are now in 2021 . What will the IB value supermx which has a growth 0f its PAT by 8.88 x within two years ? What PE will the IB give ? 15 , 18, 20 or 25 ? If I take a very conservative PE of 18 ,with an EPS of 27.3 sen , the target value would have been RM 4.92 . In other industry like the semicon , the IBs would have given a PE of 30 to 60 to such stocks which have 7 to 8 consecutive qtrs of superberb 2 to 3 digits growth rates .


2. Current scenario ( Bell Curve Growth Scenario )

a. ASP growth of 30 % in FY 2020 and then 300 % in 2021 . Then it taper off 40 % in 2022 and then another 40 % in 2023 to US 32.2 .

b. Similar capacity growth as First Scenario of 18 % per year from 25 billions pa to 48.5 billions pa.

c. Nett Margin grow from 8 % in FY 2019 t0 25 % in FY 2020 , 55 % in 2021 and then taper off to 30 % in 2022 and 18 % to 2023 .

PAT , EPS and Target Value

FY 2019 125 millions ( actual and referencept )

FY 2020 524 millions ( actual )
FY 2021 3854 millions ( actual 2854+ 1000 projected )
FY 2022 2800 millions ( projected )
FY 2023 1505 millions ( projected similar to First Scenario)

Total 8683 millions

Posted by MoneyMakers > 2021-08-23 16:14 |

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Posted by MoneyMakers > 2021-08-23 16:32 |

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Posted by nataliekoo > 2021-08-23 16:38 |

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Posted by nataliekoo > 2021-08-23 16:38 |

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Posted by ket4212 > 2021-08-23 17:04 | Report Abuse

glove stock short term darkness

Posted by kunju1956 > 2021-08-23 17:04 | Report Abuse

tml limit up ... gogogo !!!

Posted by MoneyMakers > 2021-08-23 17:05 |

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Posted by MoneyMakers > 2021-08-23 17:07 |

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Posted by ket4212 > 2021-08-23 17:37 | Report Abuse

everyweek down and sideways

Posted by bulldog > 2021-08-23 17:48 | Report Abuse

Where is Holland citadel... alreadybangrup?

Huat chaiii

Posted by bulldog > 2021-08-23 17:48 | Report Abuse

Good afternoon all investor

Huat chaiii

Posted by Citadel0001 > 2021-08-23 17:53 |

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Posted by Citadel0001 > 2021-08-23 17:57 |

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Posted by 5c0160 > 2021-08-23 18:08 | Report Abuse

QR release late most probably profit is not that good.

Posted by flash77 > 2021-08-23 18:21 |

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Posted by MoneyMakers > 2021-08-23 18:24 |

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Posted by MoneyMakers > 2021-08-23 18:26 |

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