Posted by pjseow > 2021-10-14 17:37 | Report Abuse

MM , Money.spent on capacity expansion must generate good return on future earnings. Supermx management had only committed spending 1.39 billions to expanding its capacity from the current 26.2 b to 36 b by the end of this year and to 48.4 b
by end of next year. There is no concrete plan yet on spending US 550 millions to build the US plants. With the ASP coming down to 26 to 28 , supermx management will consider spending another 1.39 billions from 2024 to 2027 by expanding another 22.4 b capacity to make it to 70 b. The PAT return by adding 22.4 b capacity locally in Malaysia, Thailand or Vietnam will b e better .

PAT per year for 22.4 b capacity

is 22.4 x 26 x 0.85 x 4.15 x 0.18 = 370 millions

ROA = 370/1390 = 26.6 %

This return.is better than putting money in FD which yield only 2 to 3 %.

A 70 b capacity with ASP of 26 can generate

PAT = 26 x 70 x 0.85 x 4.15 x 0.18 = 1156 m per year. The EPS is 42.5 s .
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MoneyMakers Cash all gone 4 US factory..no cash 4 shareholder div = no use to share price
14/10/2021 5:00 PM

Posted by Benhobenhobenho > 2021-10-14 17:46 | Report Abuse

CASH IS KING in this time of pandemic. The company with the billions in its coffers can go for expansion, mergers n acquisition.

Posted by MoneyMakers > 2021-10-14 17:51 |

Post removed.Why?

Posted by CoolBull > 2021-10-14 17:59 | Report Abuse

Whatever decision Supermax gonna make about US factory project, whether cancel or proceed, it's of course gonna be good & positive for Supermax

That is what business is all about, making optimum use of available capital

Posted by Maridien2 > 2021-10-14 18:10 | Report Abuse

Not many Malaysian company can expand to USA, Stanley and KTLim (Genting) have great foresight. USA as the biggest glove market in the world will definitely buy more made in USA gloves haha.

Posted by pjseow > 2021-10-14 18:25 | Report Abuse

MM , I am.a supermx investor whereas you dont even own a single supermx share. Everyday you talk bad about supermx , profit drop.lah, price going down to 65 s lah and no more money for dividend etc. Are you.mad , insane or crazy ? When did ST said company no.more money to pay dividend? The site for the US plant has not even been .selected yet and here you are talking like supermx CEO.
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MoneyMakers Cash all gone 4 US factory..no cash 4 shareholder div = no use to share price
14/10/2021 5:00 PM
14/10/2021 5:37 PM

Benhobenhobenho CASH IS KING in this time of pandemic. The company with the billions in its coffers can go for expansion, mergers n acquisition.
14/10/2021 5:46 PM

MoneyMakers Walao pjseow ur not bigboss..cannot simply instruct cancel US factory & make up own 2024-2027 expansion plan lol

Keep whatever imagination inside own head..dont let out..crazy fella
14/10/2021 5:51 PM

Posted by FortuneBlooming > 2021-10-14 18:47 | Report Abuse

ha ha ha

Posted by pjseow > Oct 14, 2021 6:25 PM | Report Abuse

MM , I am.a supermx investor whereas you dont even own a single supermx share. Everyday you talk bad about supermx , profit drop.lah, price going down to 65 s lah and no more money for dividend etc. Are you.mad , insane or crazy ? When did ST said company no.more money to pay dividend? The site for the US plant has not even been .selected yet and here you are talking like supermx CEO.

Posted by FortuneBlooming > 2021-10-14 18:48 | Report Abuse

wise guys collect slowly & quietly at low

Posted by FortuneBlooming > 2021-10-14 18:48 | Report Abuse

wise guys don't dither hesitate pussyfooting waiting for high then only chasing furiously

Posted by TheDarkKnight > 2021-10-14 18:51 | Report Abuse

I'm here to show support to pjseow. Keep up the good work and sharing your analysis. Thumbs up.

Moneymakers is very shallow

Posted by GlovesOff > 2021-10-14 20:22 | Report Abuse

Not one pjseow supporter had profits since 5xx

Just flock of losers consoling one another

Posted by DJoker89 > 2021-10-14 20:44 |

Post removed.Why?

Posted by DJoker89 > 2021-10-14 20:46 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 20:52 | Report Abuse

Congrats +0.93% UPTREND

Glovers so low standard these days HAHA
*************************
Oct 14, 2021 9:24 AM | Report Abuse

The beginning of uptrend

Posted by GlovesOff > 2021-10-14 20:55 | Report Abuse

how's your gaping hole needed for +230%

you use tinder app or wait for bangla workers @jln meru HAHA
**********************
Oct 14, 2021 10:15 AM | Report Abuse

We got plenty time to wait, can you?
Hahahahaahah

Posted by DJoker89 > 2021-10-14 20:56 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 20:57 | Report Abuse

you mean AVERAGING DOWN from your $7 penthouse?
************************
Oct 14, 2021 10:32 AM | Report Abuse

You catch it, the money is yours

Posted by DJoker89 > 2021-10-14 20:58 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 20:58 | Report Abuse

ya ka ... today no trolling only +0.93 ???
********
want be troll also fail...

Posted by DJoker89 > 2021-10-14 21:00 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 21:01 | Report Abuse

djoker - you go by the name Tan K** H** in TG telegram group?

why no one entertain you these days? most glovers CL d haha

left you with $7 penthouse view

Posted by DJoker89 > 2021-10-14 21:02 | Report Abuse

Where is my 0.65?
2.01 also you failed miserably

Pooo dah

Posted by DJoker89 > 2021-10-14 21:03 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 21:04 | Report Abuse

@LarnLek , directors foc share price how much your EP how much ...

haha dumb comment ...

book a room w @djoker? or you accept he's booking too

he's short of 230% to breakeven
*******************
Larn after all those drama concert with IB + dumb directors selling cheap to shorties..

Posted by DJoker89 > 2021-10-14 21:06 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 21:08 | Report Abuse

djoker hang around jln meru there ...

the big 3 glove bangla workers are there for your side hustle ...

they surely speak your "hole" and "doggie" language

+230% add oil lo

Posted by DJoker89 > 2021-10-14 21:09 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 21:10 | Report Abuse

tonight no bookings? or on a break ? try multiple dating apps ..

Posted by DJoker89 > 2021-10-14 21:11 |

Post removed.Why?

Posted by GlovesOff > 2021-10-14 21:12 | Report Abuse

stucked at $7 happy with 0.93% gain HAHA

sikit2 lama2 jadi bukit lo

Posted by DJoker89 > 2021-10-14 21:12 | Report Abuse

GlovesOff tonight no bookings? or on a break ? try multiple dating apps ..
14/10/2021 9:10 PM

-----

U really living so low....
Pity you on your up bringing

:)

Posted by GlovesOff > 2021-10-14 21:14 | Report Abuse

Pity you no business tonight ... add oil during market lo ...

230% needed

Posted by DJoker89 > 2021-10-14 21:17 | Report Abuse

Spend more time be creative with your story can or not???

How to count on you to bring it 2.01 let's alone forget 0.65

I'm losing hope u know.....going to amend my que price soon.

Posted by GlovesOff > 2021-10-14 21:19 | Report Abuse

ok floor is yours & pjseow during market (i dont troll)... add oil promote ya

see when can hit your $7

since you bz at night ...

Posted by GlovesOff > 2021-10-14 21:21 | Report Abuse

put on record today first +0.93%

CONGRATS ! "You catch it, the money is yours"

Posted by DJoker89 > 2021-10-14 21:21 |

Post removed.Why?

Posted by HIGHCHAPERAL > 2021-10-14 21:21 | Report Abuse

PLEASE STAY OUT OF RUBBER GLOVE COUNTERS. THEY ARE 100% SYNDICATE CONTROLLED. THEY WILL KILL YOU. CUT LOSSESS AND BOYCOTT GLOVE COUNTERS.

Posted by ToneeFa > 2021-10-14 21:22 |

Post removed.Why?

Posted by DJoker89 > 2021-10-14 21:25 | Report Abuse

HIGHCHAPERAL PLEASE STAY OUT OF RUBBER GLOVE COUNTERS. THEY ARE 100% SYNDICATE CONTROLLED. THEY WILL KILL YOU. CUT LOSSESS AND BOYCOTT GLOVE COUNTERS.
14/10/2021 9:21 PM

------
Fake statement.

I been here for 2 years,
Last year countless round with margin and contra
This year few rounds pure cash play.

I'm still alive and kicking naysayers axx

Cheers!!!!

Posted by pjseow > 2021-10-14 21:26 | Report Abuse

GO, Aiyo, I can smell your pungent jealousy. Why you like to assume those who support me are losing money ? The DarkKnight may have bought supermx before pandemic like FairTalk or like me who bought in 2019 and sold in 2020 and then bought back recently in 2021 ?
Why your heart is so bad ? Like to make fun of peoples who lost money or have paper losses, assuming everyone lost money except you and other glove haters.
Dont stood so.low lah .
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GlovesOff Not one pjseow supporter had profits since 5xx

Just flock of losers consoling one another
14/10/2021 8:22 PM

Posted by elbrutus > 2021-10-14 21:30 | Report Abuse

pj bro ...present him a pair of ducks n get him to do something about them ,,,,lolllllllllllllllll

Posted by MoneyMakers > 2021-10-14 21:59 | Report Abuse

Aiyaa Tunafa 65sen is historically proven price which supports supermx future profit/EPS level..not imagination

Ur master pjseow totally use imagination think he’s bigboss want cancel US factory & make up own expansion 2024-2027 expansion schedule lol

Posted by MoneyMakers > 2021-10-14 22:10 |

Post removed.Why?

Posted by pjseow > 2021-10-14 22:39 | Report Abuse

hahaha, elbrutus bro, you mean he is too free. The two male ducks can.keep.him occupied ?
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elbrutus pj bro ...present him a pair of ducks n get him to do something about them ,,,,lolllllllllllllllll
14/10/2021 9:30 PM

Posted by elbrutus > 2021-10-14 22:45 | Report Abuse

so it a she ...oic

Posted by VolatileIsMyGold > 2021-10-14 22:45 | Report Abuse

safety health precautions & preventive measures among frontliners still remain, including wearing appropriate ppe in many situations

irregardless of whether their patient is fully vaccinated or not, taking pill or not, young or old, female or male, etc.

gloves are very often important part of appropriate ppe

Posted by VolatileIsMyGold > 2021-10-14 22:46 | Report Abuse

Well, I myself have not worn a rubber glove even once in my life

but still the global demand for rubber gloves in 2021 is 500 billion pcs, while current global supply is only 420 billion pcs

it's mostly about the frontliners

global glove demand does not need everybody wearing a glove, guys

comprende?

Posted by VolatileIsMyGold > 2021-10-14 22:46 | Report Abuse

Well, if it's just up to me alone, I would rather the nurse or female doctor be touching me without gloves when she is examining me.

But she's not gonna have any of that.

No frekkin way, man

Posted by VolatileIsMyGold > 2021-10-14 22:47 | Report Abuse

singapore daily cases could still possibly shoot up to 5 digits, if their govt & rakyat still too stubborn & adamant about relentlessly opening up & loosening up without sufficient restrictions & precautionary preventive measures

Posted by VolatileIsMyGold > 2021-10-14 22:47 | Report Abuse

So, just going by the actual post-high vaxxing experiences in US, UK, Israel, Singapore etc., it still remains to be seen yet, how things gonna really play out in Malaysia in the weeks & months to come