Author: freetospeak   |   Latest post: Tue, 10 Nov 2020, 8:16 AM


SUPERMAX OBM - The George Soros bet AGAIN? (REVISIT)

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For some Supermax shareholders, this coming TUESDAY (27 OCT 2020) could be like the 16th Sept 1992….the day where George Soros bet big against the British Pound Sterling. Will history repeat here with Supermax results?

For those that did not know the outcome, he pocketed over a billion dollars and almost brought the Bank of England to its knees…winkWill critics be proven wrong and believers redeemed?

To allay your concerns, the Consortium of Independent Analyst will present here some factual data. Whether this would be a hints of its super performance or just a bane, that is up for you to judge.

The graph below shows the Actual Medical Glove Export Value from Malaysia ranging from 2019 until June 2020, and mathematically projected from July until Dec 2020 the latter also known forecast. 


These information is extracted from statistical export data of the relevant government department of Malaysia. It is based on FOB value which is close approximation to the OEM value.

How do we know if the forecast is correct?  Well, let's examine this further. Many of us are aware on the rapid increase of new Covid cases globally. Here is a graph extracted from https://www.worldometers.info/coronavirus/


If we superimpose the patter of the increase in number of cases with the forecast of glove exports, here is what you will find;



It is no coincidence that both patterns show a very close correlation.Here is our consensus with results for Supermax in the near future.

Revenue increase follows the share of business contribution by Supermax to the total export value from Malaysia.



PAT Margin too increases, and so will the PAT values is driven by ASP increases while cost still maintaining almost the same.

The Consortium of Independent Analyst wish to express here is that there is more future to Supermax for the coming quarters.



Disclaimer…This is not an advice to buy or sell. It is just for education and sharing purpose.

CiA do not take accountability for any trading occurring from our information disseminated.


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Chart Stock Name Last Change Volume 
SUPERMX 8.52 -0.07 (0.81%) 13,504,500 

  34 people like this.
kltower like
20/10/2020 3:18 PM
Airline Bobby lol . 1000% i guarantee you once qtr report out, price will dorp. Now thats when you buy in! not now lol
20/10/2020 8:06 PM
chtan33 like TG best ever results out, price drop... No certainty
20/10/2020 11:26 PM
ali baba https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534735992-SUPERMAX_OBM_The_George_Soros_bet_AGAIN_REVISIT.jsp
21/10/2020 4:00 PM
cbmytrading https://klse.i3investor.com/blogs/freetospeak/2020-10-20-story-h1534679237-SUPERMAX_BEYOND_GLOVES.jsp
21/10/2020 8:28 PM
Mr_Kiah Stanley Thai and Koon Yew Yin say thank you very much for promotion ha ha ha !
21/10/2020 8:49 PM
stockraider Stop bullshitting the Gloves advances is likely be halted due to the falling reasons loh:

1. Excess capacity due to massive expansion of existing manufacturers capacity and coming on stream of new players loh..!!

2. Commissioning of new covid19 vaccines mah..!!

3. Herds mentality...Remember SARS epedemic die off naturally..about 1 year after it started so covid19 the most could be between 1 to 2 years loh...!! Spanish Flu kill 15% of world population die off after 3 years mah...!!
21/10/2020 10:24 PM
cbmytrading even old dishes but new tricks! great article!99xliked!
23/10/2020 8:48 PM
super_newbie Q3 Jul-Sep'20 export value at RM9.96Bil
08/11/2020 3:22 PM
zzzz52 this mean quite close then the estimate.
11/11/2020 8:52 AM

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