I think not only Supermax but the whole the glove industry would have come through an adjustment period that their share prices heading south in the next 6 to 12 months. Crude Oil and rubber prices would be higher if the world economy still keep growing instead of double dip. Another point need to factor in is that RM is going stronger and the exporter would be jeopardised.

My investing strategy is based on value investing, so I'd only start to accumulate Supermax once its price drops below RM3.5



This post has been edited by kinwing: Sep 17 2010, 05:27 PM

There are 2 ways to make money from Supermax.

One way is to buy Supermax in cheap when it's undervalued. If you have bought Supermax 3 years with its share price around RM1.8 (before the bonus issue but after share split), you would have made a few hundred % of return from capital appreciation.

Another way is to buy Supermax based on growth vision. But you think can Supermax's growth outpace Top Glove or Hartalega?

BTW, if anyone want to get good dividend, then Supermax won't match the expectation.