All those day and night here screaming lai lioa, up up up or limit up or those always claim bag holding with profit here are actually being trapped with heavy loss that they shouting and screaming here just for self comfort to release their desperate feeling. We understand let it be.
There is a consensus between.glove.makers, MARGMA and IB s that the ASP s of Nitrile gloves will stabilise at between US 30 to 35 per 1000 post pandemic. This is 50 % higher than pre pandemic ASP of between US 22 to 23 . This is also equivalent to linear growth of ASP CAGR of 10 % per year . Such ASP growth plus the 18 % growth of capacity can translate into earning growths of 8 to 10x during post pandemic. The current Bell curve ASP growth will reach the same ASP post pandemic as above linear growth but with total earnings is a few billions higher than the linear growth scenario. Supermx has another additional growth of earning by changing its business model . These two growths enable supermx to have an approximately 10 to 12 x of pre pandemic earnings when caacity hit 48.billions and ASP stabilised to between 30 to 35 post pandemic. The current price is glaringly and obviously undervalued. It doesnt take a rocket scientist to understand this.
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....
citadel0022
30 posts
Posted by citadel0022 > 2021-08-25 10:54 | Report Abuse
screenshot la, tak ada balls??? @djoker