How is global glove demand ever going to go back to pre-pandemic level, when pandemic is quite obviously still raging & rampaging with newer & robuster covid variants still emerging all the time
that is just so obviously shorting cartel bullkrapping fearmongering
LATEST WHATSAPP Message in Chinese from Wuhan, China ——————- 刚刚收到的;从现在开始到明年开春,不要聚集!不要聚餐!不要聚会!不要群游!不要握手!不要拥抱!减少与陌生人近距离的肢体接触!这次的疫情是人类史上全球化的灾难性瘟疫!这是武汉大学中南医院重症科主任彭志勇医生郑重发出的警告。 Just received; don’t gather from now until the beginning of spring next year! Don't have dinner! Don't party! Don't swim in groups! Don't shake hands! Don't hug! Reduce close physical contact with strangers! This epidemic is a catastrophic plague of globalization in human history! This is a solemn warning issued by Dr. Peng Zhiyong, director of the Critical Care Department of Zhongnan Hospital of Wuhan University.
根据新冠病毒性肺炎死者尸检显示,新冠肺炎犹如“SARS+艾滋病”。即便是病愈出院者,核酸检测返阳的情况也不在少数。 According to the autopsy of the deceased from the new crown virus pneumonia, the new crown pneumonia is like "SARS+AIDS." Even those who are discharged from the hospital have recovered from nucleic acid testing.
不是复发,而是未治愈, 这与新冠肺炎的特点有关。尸检解剖结果透露,一旦重症病人的肺功能损伤很厉害,免疫系统几乎被全部摧毁。“SARS"只攻击肺,不会伤害免疫系统;艾滋病则伤害免疫系统,而新冠肺炎对危重症病人的损害,就是SARS加艾滋病的双重加倍打击。既损伤肺又严重的破坏免疫系统。从而造成人体多器官衰竭,这是新冠病毒患者主要死亡原因。彭志勇在尸检结果出来后,带领团队进行案例讨论,尸检的结果印证了他们在治疗过程中的判断。一些病愈出院的重症患者,通过血象检测发现,他们的淋巴细胞指数没有恢复到正常水平,这意味着他们的免疫系统并没有完全恢复。但是在目前出院的标准中,临床症状的消失,不包括血象检测的结果。 Not relapse, but not cured, This is related to the characteristics of new coronary pneumonia. The autopsy results revealed that once the lung function of a critically ill patient is severely damaged, the immune system is almost completely destroyed. "SARS" only attacks the lungs and does not harm the immune system; AIDS harms the immune system, and the damage of new coronary pneumonia to critically ill patients is the double-strike of SARS plus AIDS. It damages the lungs and severely destroys the immune system. This causes multiple organ failure in the human body, which is the main cause of death in patients with the new coronavirus. After the autopsy results came out, Peng Zhiyong led the team to discuss the case. The autopsy results confirmed their judgment during the treatment process. Some critically ill patients who have recovered and discharged from the hospital have found that their lymphocyte index has not returned to normal levels through blood tests, which means that their immune system has not fully recovered. However, in the current discharge standards, the disappearance of clinical symptoms does not include the results of blood tests.
“一些出院时核酸检测是阴性的患者,免疫系统很差,并没有得到恢复,所以出院后很容易返阳。”彭志勇说他担心的是;出院的病人可能会像乙肝病毒携带者一样,长期携带病毒生存。“现在要考虑的是,这种携带病毒生存的病人,是否具备传染性。”多位一线临床医生认为,之前所有医疗资源集中的是新冠肺炎病人急性期救治,当急性期的病人越来越少时,重点将转向出院病人的管理问题。“我们会随访一年,看病愈出院后的患者变化怎样,病毒有没有传播性,周围正常人有没有受到影响。”彭志勇还说;从这个角度讲,这场有关新冠肺炎的战役,远未结束! "Some patients whose nucleic acid tests were negative when they were discharged from the hospital have very poor immune systems and have not recovered, so they can easily return to Yang (positive) after discharge." Peng Zhiyong said that he is worried; discharged patients may be like hepatitis B virus carriers for a long time. Carry the virus to survive. "What we have to consider now is whether such patients who are living with the virus are infectious." Many front-line clinicians believe that all medical resources were focused on the acute treatment of patients with new coronary pneumonia. In a short time, the focus will shift to the management of discharged patients. "We will follow up for one year to see how the patients have changed after they are discharged from the hospital, whether the virus is transmissible, and whether normal people around them are affected." Peng Zhiyong also said; from this perspective, the battle for new coronary pneumonia is far from End!
所以强烈呼吁,必须马上吹哨,决不能有半点的松懈意识。在今后的一年中,尽量避免聚会聚餐聚集,群游,演出,参展参赛都必须严格控制。 武汉之后各地又多次陆续爆发疫情,北京 、吉林、黑龙江、新疆和最近大连出现的疫情…事实已经说明,其实病毒始终没有远离我们,时刻都在我们身边!稍有松懈病毒马上会卷土重来……! Therefore, I strongly appeal and must blow the whistle immediately, and must not have the slightest sense of relaxation. In the coming year, try to avoid gatherings and gatherings, group tours, performances, and participation must be strictly controlled. After Wuhan, there have been multiple outbreaks of epidemics in various places. The epidemics in Beijing, Jilin, Heilongjiang, Xinjiang and recently Dalian... The facts have shown that the virus has never been far away from us, and is always by our side! The virus will come back soon if there is a slight slack...!
GO , It is normal for investors to wish that their investment can grow its earning and capacity ,pay good dividend and remain cash rich . My analysis show that supermx can accomplish all these attributes with the huge cash in.hand without having to borrow a single sen. ------------------------------------ Summary
The above is a summary of how the huge cash pile can be allocated to expand capacity ,pay dividend and keep it in cash in hand for future use. Supermx is capable of keep expanding capacity with a rate of adding between 12 to 15 % in tandem with the growth of gloves usage in the world . At the same time pay a dividend of about 25 sen per year and still keep a cash in hand of about 1.5 b . The average dividend yield for the next 6 years will be about 15 % at current price of 2.20 . At a stabilised ASP of US26 to 27 per thousand and a margin of 17 to 18 % , supermx can still generate about a billion PAT per year . The EPS for PAT of a billion is 36 sen . If you assign a PE of 10 , it is worth 3.60 , A PE of 12 will give 4.32 and a PE of 15 will 5.40 .
Supermx is no more the old prepandemic supermx . It has and will continue to be transformed into
1. A strong earning growth company from 124 millions in FY 2019 to a billion PAT company 2. A strong nett cash company with about 1.5 billion cash in hand
3. A high Dividend Yield company with about 15 % DY at current price
4. A high capacity growth company growing to 2, 3 to 4 times the prepandemic capacity of 22 b per year within 4 to 8 years .
You are welcomed to adjust whatever assumptions as you wish . It is a balancing act and make your own judgement
add oil lo ************** Stock: [TOPGLOV]: TOP GLOVE CORP BHD
Mar 3, 2021 12:12 PM | Report Abuse
I added Harta, Topglove and Supermx sincr monday until this mornings. Do not want to miss the jumbo sales opportunity to buy dirt cheap quality stocks.
@pjseow May i ask your opinion what is the net profit per month for supermax from October 2021 onwards if the average selling price is USD 40/1000 pcs.
high vaxxing rate alone not gonna bring covid under control, vaxxing needs to be combined & integrated with restrictions, good healthcare preventive measures & precautions, use of ppe, tight sop etc.
even highly vaxxed singapore struggling hard to manage covid now
so called 'living with covid' strategy does not mean simply forgetting that covid still exists & still raging & rampaging
OTOH living with covid means living & working as normal BUT keeping all safety health precautionary preventive measures, stringent restrictions, using appropriate preventive ppe, tight sop etc. to keep covid daily cases at as low level as achievable
kbtsy168 , I do not think the ASP for Oct will be at USD 40 because there are still balance of old orders with.much.higher ASP from previous contracts which need to be fulfilled first. In my opinion, the ASP will be around 48 . As for ASP assumption of US 40, we can take PAT of the Q4 of FY2020 ( April to June 2020 ) qtr as a guide since this qtr has exactly an.ASP of 40. The capacity then was 24 b pa. I think the capacity of this Oct.qtr will be between 26.2 to 30 billion. You can multiply the 400 million PAT with 1.15. This will give you about 460 million.
---------------- kbtsyl68 @pjseow May i ask your opinion what is the net profit per month for supermax from October 2021 onwards if the average selling price is USD 40/1000 pcs. 16/10/2021 8:27 PM
LATEST WHATSAPP Message in Chinese from Wuhan, China ——————- 刚刚收到的;从现在开始到明年开春,不要聚集!不要聚餐!不要聚会!不要群游!不要握手!不要拥抱!减少与陌生人近距离的肢体接触!这次的疫情是人类史上全球化的灾难性瘟疫!这是武汉大学中南医院重症科主任彭志勇医生郑重发出的警告。 Just received; don’t gather from now until the beginning of spring next year! Don't have dinner! Don't party! Don't swim in groups! Don't shake hands! Don't hug! Reduce close physical contact with strangers! This epidemic is a catastrophic plague of globalization in human history! This is a solemn warning issued by Dr. Peng Zhiyong, director of the Critical Care Department of Zhongnan Hospital of Wuhan University.
根据新冠病毒性肺炎死者尸检显示,新冠肺炎犹如“SARS+艾滋病”。即便是病愈出院者,核酸检测返阳的情况也不在少数。 According to the autopsy of the deceased from the new crown virus pneumonia, the new crown pneumonia is like "SARS+AIDS." Even those who are discharged from the hospital have recovered from nucleic acid testing.
不是复发,而是未治愈, 这与新冠肺炎的特点有关。尸检解剖结果透露,一旦重症病人的肺功能损伤很厉害,免疫系统几乎被全部摧毁。“SARS"只攻击肺,不会伤害免疫系统;艾滋病则伤害免疫系统,而新冠肺炎对危重症病人的损害,就是SARS加艾滋病的双重加倍打击。既损伤肺又严重的破坏免疫系统。从而造成人体多器官衰竭,这是新冠病毒患者主要死亡原因。彭志勇在尸检结果出来后,带领团队进行案例讨论,尸检的结果印证了他们在治疗过程中的判断。一些病愈出院的重症患者,通过血象检测发现,他们的淋巴细胞指数没有恢复到正常水平,这意味着他们的免疫系统并没有完全恢复。但是在目前出院的标准中,临床症状的消失,不包括血象检测的结果。 Not relapse, but not cured, This is related to the characteristics of new coronary pneumonia. The autopsy results revealed that once the lung function of a critically ill patient is severely damaged, the immune system is almost completely destroyed. "SARS" only attacks the lungs and does not harm the immune system; AIDS harms the immune system, and the damage of new coronary pneumonia to critically ill patients is the double-strike of SARS plus AIDS. It damages the lungs and severely destroys the immune system. This causes multiple organ failure in the human body, which is the main cause of death in patients with the new coronavirus. After the autopsy results came out, Peng Zhiyong led the team to discuss the case. The autopsy results confirmed their judgment during the treatment process. Some critically ill patients who have recovered and discharged from the hospital have found that their lymphocyte index has not returned to normal levels through blood tests, which means that their immune system has not fully recovered. However, in the current discharge standards, the disappearance of clinical symptoms does not include the results of blood tests.
“一些出院时核酸检测是阴性的患者,免疫系统很差,并没有得到恢复,所以出院后很容易返阳。”彭志勇说他担心的是;出院的病人可能会像乙肝病毒携带者一样,长期携带病毒生存。“现在要考虑的是,这种携带病毒生存的病人,是否具备传染性。”多位一线临床医生认为,之前所有医疗资源集中的是新冠肺炎病人急性期救治,当急性期的病人越来越少时,重点将转向出院病人的管理问题。“我们会随访一年,看病愈出院后的患者变化怎样,病毒有没有传播性,周围正常人有没有受到影响。”彭志勇还说;从这个角度讲,这场有关新冠肺炎的战役,远未结束! "Some patients whose nucleic acid tests were negative when they were discharged from the hospital have very poor immune systems and have not recovered, so they can easily return to Yang (positive) after discharge." Peng Zhiyong said that he is worried; discharged patients may be like hepatitis B virus carriers for a long time. Carry the virus to survive. "What we have to consider now is whether such patients who are living with the virus are infectious." Many front-line clinicians believe that all medical resources were focused on the acute treatment of patients with new coronary pneumonia. In a short time, the focus will shift to the management of discharged patients. "We will follow up for one year to see how the patients have changed after they are discharged from the hospital, whether the virus is transmissible, and whether normal people around them are affected." Peng Zhiyong also said; from this perspective, the battle for new coronary pneumonia is far from End!
所以强烈呼吁,必须马上吹哨,决不能有半点的松懈意识。在今后的一年中,尽量避免聚会聚餐聚集,群游,演出,参展参赛都必须严格控制。 武汉之后各地又多次陆续爆发疫情,北京 、吉林、黑龙江、新疆和最近大连出现的疫情…事实已经说明,其实病毒始终没有远离我们,时刻都在我们身边!稍有松懈病毒马上会卷土重来……! Therefore, I strongly appeal and must blow the whistle immediately, and must not have the slightest sense of relaxation. In the coming year, try to avoid gatherings and gatherings, group tours, performances, and participation must be strictly controlled. After Wuhan, there have been multiple outbreaks of epidemics in various places. The epidemics in Beijing, Jilin, Heilongjiang, Xinjiang and recently Dalian... The facts have shown that the virus has never been far away from us, and is always by our side! The virus will come back soon if there is a slight slack...!
No point invest in this counter, their Glory age already OVER....better buy TOPGLOVE , Soon this counter price will back to Glory age trust us...TOPGLOVE this month will rose to price RM4.50....Come IB together we Push up the price to more higher than RM5.00.
Glover = doomer. Go out there to see what's happening. GenM so packed. More and more tourist spots getting busy. Children is getting ready to get back to school. Glover still spreading negativity. Sounds like they are in trouble with their hard-earned money trapped so they want the world to share their pain. SICKENING!
so called 'living with covid' strategy does not mean simply forgetting that covid still exists & still raging & rampaging
such a blatantly crudely blindly gung ho approach would essentially be DENYING THE REALITY and INVITING DISASTER further along the road ahead
OTOH living with covid means living & working as normal BUT keeping all safety health precautionary preventive measures, stringent restrictions, using appropriate preventive ppe, tight sop etc. ALL COMPLETELY 100% INTACT, to keep covid daily cases at as low level as achievable
TonyChua88 No point invest in this counter, their Glory age already OVER....better buy TOPGLOVE , Soon this counter price will back to Glory age trust us...TOPGLOVE this month will rose to price RM4.50....Come IB together we Push up the price to more higher than RM5.00. 17/10/2021 11:36 AM
monetary Glover = doomer. Go out there to see what's happening. GenM so packed. More and more tourist spots getting busy. Children is getting ready to get back to school. Glover still spreading negativity. Sounds like they are in trouble with their hard-earned money trapped so they want the world to share their pain. SICKENING! 17/10/2021 11:42 AM -------------------------------------------- Tony, if they sell Supermax and buy TG, both will still sink because both are glove counters that share the same boat.
Monetary, glove shareholders are called glover (sounds funny) so Genm shareholders are called gamer? Gaming boom should be best time to sell to take profit instead of buying. Easing glove counters price should be the opportunity to buy instead. The lower the price the better it is.
Reminding guys to always exercise caution during a highly infectious virus outbreak for their own health & safety is NOT spreading negativity at all
The government opening up economic activity & loosening rules & restrictions does NOT mean covid has suddenly magically dissappeared into thin air
And guys like you asking other guys to throw all reasonable caution to the wind, just so that you could drag stock price down for you to make some meagre chickenfeed shorting profit, now THAT is a VICIOUS & most IRRESPONSIBLE attitude for any sensible civic minded human being
Dude
Posted by monetary > Oct 17, 2021 11:42 AM | Report Abuse
Glover = doomer. Go out there to see what's happening. GenM so packed. More and more tourist spots getting busy. Children is getting ready to get back to school. Glover still spreading negativity. Sounds like they are in trouble with their hard-earned money trapped so they want the world to share their pain. SICKENING!
Talk up, talk down, talk 3 talk 4 also no difference lah. The whole week up down few sens only. RM2 also cannot be reached. What's next? Weekend also come to bomb the forum.
high vaxxing rate alone not gonna bring covid under control, vaxxing needs to be combined & integrated with restrictions, good healthcare preventive measures & precautions, use of ppe, tight sop etc.
even highly vaxxed singapore struggling hard to manage covid now
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....
FortuneBlooming
4,097 posts
Posted by FortuneBlooming > 2021-10-16 13:01 | Report Abuse
australia only achieved 55% vaxxing rate
but they achieved much better than US, UK, israel & singapore in terms of very low daily infection rate
becos they performed much better in other input parts like precautionary preventive measures, use of appropriate ppe, tight sop etc.
so vaxxing rate is not everything