Anthony Tan's comment on SUPERMX. All Comments

Anthony Tan
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RHBIB Share Margin Valuation (Latest Revision)*
_The ceiling price for rubber gloves counters effective 08/07/2020_

COMFORT @ RM2.80
HARTA @ RM11.20
KOSSAN @ RM7.20
RUBEREX @ RM2.40
SUPERMX @ RM7.00
TOPGLOV @ RM15.00
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hong tan
True?........
Like · 4 years · translate
KC Teh
sure Bor..like tis can sapu again
Like · 4 years · translate
hong tan
Cut hair again?
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kuan chin tien
Means Good new or bad news????
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KC Teh
good news la..can sapu again
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Steven Yeap
again? makcbai IB
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Chew Lun Khiong
Lol. Rhb increased it actually if compare to previous capping :)
1 Like · 4 years · translate
Zhen Yu Goh
Koon Yew Yin 8 July 2020

My nephew Yap Sung Pang from Manchester, UK sent these 2 posters which show the glove price has shot up from 5.83 pounds to 14.99 pounds for 100 pieces, an increase of 260% due to Covid 19 pandemic. The demand for glove far exceeds supply.

Supermax has its own brand and sale out lets in US, UK and many other countries. Unlike other smaller glove manufacturers, Supermax can easily increase its selling price. Even if I assume that Supermax can double its original selling before the pandemic, its profit would be phenomenal. Bearing in mind that the additional selling price is pure profit because it does not involve production cost.

Based on this new information, I realised that I have under estimated my target price of Rm 18. I believe the share price for Supermax should be above Rm 20 after the announcement of the next 2 quarter results. The next quarter ending June should be announced soon.

RHB and CIMB just informed me that they have increased the capping from Rm 5.00 to Rm 7.00 for margin finance from tomorrow onwards. Investors will have additional margin loan facility for buying more Supermax shares which will push up the share price.

Mr Ooi Teik Bee said that he believes Supermax will be included into FBM KLCI component stock index effective on 18th Dec 2020. This higher rating will also push up Supermax share price.

Copyright © 2020 Koon Yew Yin
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Aron Chong
They increase the ceiling price actually compare to the first round. Like Maybank just revised last week too!
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Jason Z
Increased to encourage buying?
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Anthony Tan
Yes good news
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Kelvin Tan
Anynews when will start cut hair?
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