why not IF we invest with supermax was RM2.00

buy 11,000 shares @ rm 2.00

Kangaroo333 > Jul 5, 2020 11:57 PM

今天想和大家分享一下万恶的资本市场里散户是如何被大鳄吃掉的故事。同时也要记录一下银行的丑恶行为，时时提醒自己不要中招。

过去几个月大马股市最热门的就是医疗保健板块，尤其是手套股。很多散户因而发了点小财。这时眼红的人（鳄鱼们）就慢慢浮出水面了。以下是整个事件的timeline:

6月1号：大家很开心show成绩，讲手套捞了多少多少（包括我自己）。

6月2号：早市时突然有一个家Bank跳出来说要调低手套股Margin的valuation（俗称“剪头发”）。也许一家Bank的威力不够，所以闭市后陆续几家Bank都跟着出公告。

6月3号：手套股开市便跌跌不休，短短两个小时内就跌了28-29%，差一点点limit down。随后则强势反弹。

6月中旬：期间市场一直传出各种谣言，比如Topglove的员工问题啦，“暴利税”，手套需求过剩等等。

经过一个月的洗盘和盘整，手套股的散户都洗到七七八八了。当大鳄们收到足够的票以后，接下来就是吸引散户们来接票了。

6月29号：M银行第一个出来调整手套股Margin valuation。间接暗示了各个手套股的合理价。手套风又吹起了。

7月3日：Top 4手套股股价历史新高！从大鳄的建仓平均价来算，两个星期至少起了30-40%。

我个人是非常提倡“有钱大家一起赚”的概念，所以我真的非常气愤银行的这一波操作。据说还有”李卖蛇“打电话叫客户卖掉手上的手套股。这一卖就是一个月新低的价钱，你说贱不贱？这一波中圈套的散户应该都在怀疑人生。资本市场就是那么险恶，当它是部提款机的话最后反而自己成了别人的提款机。所谓投资正道必须时时刻刻保持警戒心，对市场必须抱有敬畏之心。

Only trade and chase the glove stocks with money that you can afford to lose 100%???

100%??
you mean gloves stock will go bankrupt????

why such illogical comment????

Why the Supermax-HB up so much?

Put warrant not call warrant o..

RM5 - (0.35x20) = -RM2

these crazy investors
buy this put warrant if u think spmx is LESS than RM 5 end of February 2021.

This post has been edited by jvcpcv55: Jul 13 2020, 10:07 PM

any comment on this calculation????

assume Supermax does not have additional production lines
and it does not increase its selling price for the next financial year ending June 2021,

its annual profit will be 4 X 4th quarter PAT Rm 410 million = Rm 1,640 million.

EPS Rm 1,640 million divided by 1,360 total issued shares =Rm 1.21.

Based on P/E 25 my target price will be Rm 30.25.

Based on P/E 20 my target price will be Rm 24.20 which is easily achievable

https://www.klsescreener.com/v2/news/view/702331

https://www.theedgemarkets.com/article/glov...sparks-intrigue

theedgemarkets.com/article/glove-stocks-uniform-trading-pattern-sparks-intrigue

This post has been edited by jvcpcv55: Jul 15 2020, 10:32 AM

HARTALEGA HOLDINGS BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ? No
Types of corporate proposal ESOS
Details of corporate proposal EMPLOYEES' SHARE OPTION SCHEME
No. of shares issued under this corporate proposal 39,632,955
Issue price per share ($$) Malaysian Ringgit (MYR) 3.1642
Par Value($$) (if applicable) Malaysian Ringgit (MYR) 0.000
Latest issued share capital after the above corporate proposal in the following
Units 3,427,639,083
Issued Share Capital ($$) Malaysian Ringgit (MYR) 1,692,121,174.950
Listing Date 20 Jul 2020




The Company wishes to inform that the Additional Listing Announcement released on even date is cancelled due to some amendments to be made to the list of the allottees and hence, there will be no share issuance on 20 July 2020. The new listing date will be announced in due course.

This post has been edited by jvcpcv55: Jul 17 2020, 10:43 PM

https://www.theedgemarkets.com/article/poli...277-stock-rally

polish-gloves-maker-mercator-medical-sa-sees-3277-stock-rally

Mercator shares rose 72% on Monday, after company reported second-quarter net income of US$54 million, four-times more than its cumulative profits in the last decade. The stock got another boost on Tuesday, ending 16% higher, and was Warsaw’s second-most traded stock after management said record earnings weren’t a one-off. The gains bring this year’s rally to 3,277% — surpassing its bigger Malaysian peers — and valuing the company at US$924 million.

This post has been edited by jvcpcv55: Jul 22 2020, 11:56 PM

https://g.co/kgs/fc2UHN

I'm still waiting at RM 14 if it ever drops

Otherwise I'm happy with what I already have..

For Gloves, we can buy and hold.. No need to trade so much. Keep it until next year..

Price fluctuation is part of the playing fields..

Always think of the end game.

Don forget upcoming Q result for supermax is Q4, a final Q result always accompany with final dividend. Based on historical data, supermax will likely declare share dividend 1 for 20 since it have 5% treasury share now, declare share dividend first before bonus 1 for 1

https://www.lazada.com.my/products/top-glov...62f8YH28DK&mp=1

price means nothing if you don't look at number of share issued, EPS is more impartant

very unwise ..

like dump money into river

waiting for QR profit before comment.

http://riverstone.listedcompany.com/newsro...ess_Release.pdf

http://riverstone.listedcompany.com/newsro...2ZY35G0TR.1.pdf

This post has been edited by jvcpcv55: Aug 5 2020, 09:23 PM

wait for next QR

quick comparison of the trading P/E (annualized latest quarter results) of peers who have announced their results.

Company: Top Glove / Harta / Careplus / Riverstone
Share price: 28.1 / 19.1 / 4.3 / 14.5
Q PAT RM mil: 348 / 220 / 21 / 138 (riverstone 6M results)
Annualized PAT RM mil: 1392 / 880 / 84 / 276
Market Cap RM bil: 76.1 / 65.5 / 2.3 / 10.8
Trading P/E: 54.7 / 74.4 / 27.6 / 39.1

If Supermax coming quarter results are: 400 / 500
Annualized PAT RM mil: 2000 / 3000
Market Cap RM bil: 31.1
Trading P/E: 19.5 / 15.6
(much cheaper valuation compared to the other 4 peers ranging from 27.6 to 74.4)

alternatively if we assume P/E of 30x and 40x
If Supermax coming quarter results are: 400 / 500
Annualized PAT RM mil: 2000 / 3000
TPs for RM400m PAT: RM35 to RM47 per share
TPs for RM500m PAT: RM44 to RM58 per share

don't need to argue la...

if you believe profit up
buy mother share,
buy call warrant

if you believe profit down
buy put warrant.

don't waaste time typing long story and not making single sen.