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Overview
Financial Highlight
HeadlinesBusiness Background Supermax Corp Bhd is an investment holding company. The company is an international manufacturer, distributor, and marketer of high-quality medical gloves. It offers various types of latex gloves, which are exported to over 155 countries around the world. The company is organized into the following operating segments, Investment Holding, Manufacturing of Gloves, Trading of Gloves and Others. It has operational footprints across America and Canada, Europe and Asia. The company's largest end market by revenue is the America.
  BoomBerg According to JPM analyst report Supermax 2021 PAT 4.5 B 2022 3+ B Where else TG Harta and Kossan 2022 onwards PAT EPS drop quite substantial 19/04/2021 3:46 PM huat8787 https://www.cnbc.com/2021/04/19/covid-chiles-coronavirus-cases-hit-record-levels-despite-vaccine-rollout.html 19/04/2021 3:48 PM Goldberg https://klse.i3investor.com/blogs/bursainvestments/2021-04-19-story-h1563396765-Nominee_Account_and_Short_Selling_A_Matter_to_Consider.jsp 19/04/2021 4:07 PM hahasong MrDIY good news . https://klse.i3investor.com/blogs/sinchew_company_story/2021-04-16-story-h1563364245.jsp 19/04/2021 4:22 PM Goldberg Chile has one of the world’s best vaccination rates. Covid is surging there anyway ----------------------------------------------------------------------------------- PUBLISHED MON, APR 19 2021.-CNBC KEY POINTS Chile has endured a sharp uptick in Covid infections in recent weeks, even with its world-renowned vaccine rollout and strict lockdowns in place. A study published by the University of Chile earlier this month reported that CoronaVac was 56.5% effective two weeks after the second doses were administered in the country. Crucially, however, they also reported that one dose was only 3% effective. “I cannot stress this enough — for most countries, vaccines are not going to stop this wave of the pandemic,” Carissa Etienne, director of PAHO, said during a weekly press briefing on Wednesday. 19/04/2021 4:25 PM Stockisnotfun Supermax will be kick out by Mr diy because institutional fund heavy loaded mr diy since ipo. But if mr diy can enter the index then bursa definitely is a rigged market. 19/04/2021 4:40 PM kltower1 Mr.diy is goreng stock, not sustainable business model now everyone go for kedai dua ringgit 2CO... Mr.diy tutup kedai soon. 19/04/2021 5:10 PM Dante5566 u know bursa is heading towards disaster if they decide to switch mr diy over spmx in klci. mr diy profit is peanuts compare to spmx billions annually. 19/04/2021 5:23 PM Goldberg Supermax market price is expected to reach RM7-80 by the 3rd Week of May- thus maintaining its position in the Composite Index. Yup Mr DIY ( Hardware Shop selling cheap tools from China) is a highly rigged stock by Creator investors by deceiving a large pool of foreign investors who are trapped in this stock. Mr DIY - PE ratio is 65 19/04/2021 5:25 PM chensk Covid cases in India rose from 25,000 new cases per day one month ago to 270,000 new cases per day on Apr 17, this is really scary. With mutating virus, no body really know wht will happen next. I think the earth is really sick with overpopulation and deforestation. 19/04/2021 6:06 PM chensk The WWF report said 60-70% of the new diseases that have emerged in humans since 1990 came from wildlife. https://www.theguardian.com/world/2020/jun/17/pandemics-destruction-nature-un-who-legislation-trade-green-recovery 19/04/2021 6:06 PM pang72 Why always more people in the forum when price drop from rm10 to rm3? But less people in the forum when price up from 3.5 to rm10? People like to cut lose then cut win? I DONT UNDERSTAND! 19/04/2021 7:15 PM pjseow What is so good about DIY fundamentally? It was just listed and had a 2 qtr history of financial results. Which. MRDIY business fundamentals are better than supermx? Growth.rate for the past 5 years? Cash.position? Nett Margin, ROE? Future earning. potential? Technological advantages? Workdwide.customer base ? I cant see any of these can beat supermx. DIY is definetely.overpriced . If such a company with these fundamentals can have a PE.of 60 , then.supermx deserved a PE.of 100. Welcome any comment . Pang 72, I am helping you to get more peoples into the forum . 19/04/2021 8:04 PM Bullrunrun Bursa choose DIY because they like DIY very shiok Supermax QR coming soon 45 cents 19/04/2021 8:15 PM RISK8888 pang72 Why always more people in the forum when price drop from rm10 to rm3? You know why? Because 90% ppl buy share follow wind. They end up cutting losses. Only 10% ppl real investor buy share base on fundamentals. Thats why little ppl cheering now. When price again reach RM10, sure will again see many ppl here. Haha. 19/04/2021 8:19 PM shearer202 Mr DIY over expannd , it will not sustain in long term due to chalanges from shopee ! 19/04/2021 8:29 PM UPlanet Sorry bro pjseow, i think Supermax deserve ~PE600. If MRDIY pe is 60+.. coz profit projected this yr is Rm4.5b, whereas MRDIY is only Rm0.41b?? 19/04/2021 8:31 PM Dante5566 Chase high, later shorties destroy the share prices ya all cut loss again. Might as well give your money straight to shorties and sleep better at nights. hahaha... 19/04/2021 8:41 PM whenarmada pang 72, obviously not many punters believe in glove counters anymore. I think a lot of punters were hard hit. I miss the last year rally. I managed to all in at RM4.50 this year. timing was a bit off but im alright. Im sceptical that it will hit RM6. it will be a dream price for me. because i will unload at that price and convert my profit to a super condo in KL. Will it hit RM6?. it is million dollar question. I got a feeling, not that soon to reach RM6. . Stock market is real unpredictable. i believe no one will believe 2 weeks ago, supermx can reach rm5.44 19/04/2021 8:51 PM pjseow Uplanet, Supermx last 2qtrs earnings were 790 millions in Q1 and 1056 millions in.Q2 . To achieve 4.5 billions in total , the next 2 qtrs must achieve achieve 2654 millions or 1327 millions per qtr. Can supermx achieve 1327 millions profit in.coming QTR? Lets do a reality.check. 19/04/2021 9:09 PM pang72 When Armada, Congrate your big vision and hope you can achieve it.. Anywhere, Rm6 is pretty easy to hit... Just merely 50c more.. I am strongly feel tat you can book your condo soon!! 19/04/2021 9:10 PM pjseow Whenarmada, I agree with Pang72 that 6.00 is an east tgt to achieve. Supermx is worth.much more than.that. 19/04/2021 9:42 PM UPlanet BoomBerg According to JPM analyst report Supermax 2021 PAT 4.5 B 2022 3+ B ——————————————- Bro pjseow, i just grabbed from BoomBerg JPM report! 19/04/2021 10:57 PM pjseow Lets check if next qtr can hit 1.3 billion profit. Supermx has two type of business. One is OEM/Disty while the other is OBM . The OBM is 58 % of total gloves sales while the balance 42% is through OEM/ Disty . The OEM/ Disty is straight forward. Supermx product mix is 68 % nitrile and 32 % latexx. Assuming ASP. for Nitrile.glove exfactory is US 70 per 1000.and Latexx glove is US 40 per 1000 , the weighted ASP is 70x0.68 +40x0.32 = 60.4. Assuming capacity of 26 billion per year , utilization.of 95 % ,exchange rate of 4.1 and margin of 40 %, OEM/Disty earning = 60.4 x 26x 0.95 x 4.1 x 0.4 x 0.42 = 1027 millions For.OBM.business , I assume supermx sold double the price of ex factory price and make a total margin of 60 % , OBM earning = 60.4 x2 x26.x.0.95 x 4.1 x 0.6x 0.58 = 4257 millions. Total earning per year = 1027 + 4257 = 5284 million. Earning per year = 5284/ 4 = 1324 millions. 19/04/2021 11:02 PM pang72 Just wait for Supermx cash reserve above its share price for 2021. Just would like to see what is value investors opinion for that happened? 19/04/2021 11:11 PM pang72 US market is scared by covid now!! We will see how Supermx rescue bursa index... 19/04/2021 11:13 PM UPlanet Pjseow very details & pro analysis! Thanks bro! But, recently just share price not following qr! 19/04/2021 11:14 PM BoomBerg https://www.lifesitenews.com/news/10000-deaths-after-covid-shots-reported-by-u.s-european-agencies 20/04/2021 12:46 AM BoomBerg NEWS 10,000+ deaths after COVID shots reported by U.S., European agencies More than 7,000 deaths have occurred in Europe, and more than 200,000 injuries worldwide have been reported. Wed Apr 14, 2021 - 7:23 pm EST By Raymond Wolfe FOLLOW LifeSiteNews has produced an extensive COVID-19 vaccines resources page. View it here. April 14, 2021 (LifeSiteNews) -- More than 10,000 people have died shortly after COVID-19 vaccination since December, American and European authorities have revealed. The deaths include more than 7,100 in Europe, according to the European Medicines Agency (EMA), and 3,005 reported by the U.S. Centers for Disease Control (CDC). As of Tuesday, EudraVigilance, the EMA’s database of suspected drug reaction reports, noted that 4,036 “fatal outcomes” after vaccination with Pfizer’s COVID-19 shot, as well as 1,922 and 1,234 deaths after administration of vaccines made by Moderna and AstraZeneca, respectively. 20/04/2021 12:48 AM  nashvz PAKTUA - just been following you and recently you were in Dayang. is this now time to buy in Dayang (As oil price now rising higher) or are you still in Dayang from last time. thankiu 20/04/2021 7:11 AM  |
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