QUOTE(AVFAN @ May 7 2021, 08:55 PM)
most people spat on SPMX's recent QR.
can always find reason to spit on careplus too, i guess.
Rev QoQ +87%
PAT QoQ +192%
net margin 32.69%->51.29% - ASP falling off a cliff?
https://www.bursamalaysia.com/market_inform...?ann_id=3155738https://klse.i3investor.com/servlets/stk/annqtyres/0163.jsphttps://www.theedgemarkets.com/article/glov...ong-top-gainersBTW, TG's LWC et al buying again... maybe next QR is a monster one?!

Ignore all noises and start looking into the intrinsic value of the glove companies that you want to invest.
Don’t need to keep thinking of whether ASP will decline or what’s the next PAT. Those are not important in your consideration of intrinsic value, at all, except the cash that has been generated. When you look back, it’s just a process in every company growth path. You invest in the future, not now.
Imagine you are investing into a future company, a company that has suddenly grown 7 or 8 years ahead of schedule. What additional intrinsic value would you give them?
Follow that path and you will be alright. ASP, capacity, CBP, whatever, are not your concern if you are doing investment, as market will find an equilibrium by its own nature way. Don’t need to complicate things. Financial models are clear and simple.
There are many people who talk a lot in internet, especially in i3. But among them, I don’t think they have the capability to double up their capital every 4 to 5 years, especially for those who doesn’t have billions of capital. That’s the minimum capability one should have before they can be considered as good trader/investor. So majority of their opinions are worthless to listen to. It’s important to be selectively listening.
My 2cent.