小手川龙
commented on
After a brief pullback yesterday, glove stocks are on the rise again. $TOPGLOV (7113.MY)$ and $SUPERMX (7106.MY)$ have seen an increase of over 6.8% today, $KOSSAN (7153.MY)$ has risen by more than 3.5%, and $HARTA (5168.MY)$ has climbed by over 2.6%. The share prices of these leading manufacturers have still achieved substantial gains since October, rising between 30% and 40% during this period. Notably, Top Glove alone surged over 12.8% in December...
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小手川龙
commented on
$SUPERMX (7106.MY)$
Supermax expect commercial production of gloves in USA to begin January 2025.
So far there were only 3 manufacturer of nitrile gloves in the USA which just meeting 0.05% of USA nitrile gloves demand.
(1)Supermax will produce 2.4 billions pieces of nitrile glove per year on the first phase start in January 2025
(2)The production capacity will ramp up to 4.8 billion pieces per year by the 2nd half of 2025.
Note: According to Chai...
Supermax expect commercial production of gloves in USA to begin January 2025.
So far there were only 3 manufacturer of nitrile gloves in the USA which just meeting 0.05% of USA nitrile gloves demand.
(1)Supermax will produce 2.4 billions pieces of nitrile glove per year on the first phase start in January 2025
(2)The production capacity will ramp up to 4.8 billion pieces per year by the 2nd half of 2025.
Note: According to Chai...
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$SUPERMX (7106.MY)$ Finally break the strong resistance at 1.09, see you above 1.20 on Monday
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$SUPERMX (7106.MY)$ Glove come back after consolidate for 4 years, Supermax use to be RM20/share. hoot
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$SUPERMX (7106.MY)$ start Jan 2025, Supermax will be the most benefit among all glove stock because of their newly set up Factory in USA
Thanks to Trump, buy 1.06 today
Thanks to Trump, buy 1.06 today
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$NOTION-WD (0083WD.MY)$ add more warrant today 0.955
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小手川龙
liked
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小手川龙
liked
$NOTION (0083.MY)$
1.37 Long position
Bullish on the company: 1) Has a theme (Datacenter construction project in Malaysia).
2) The US Dollar is strong, the exchange rate is favorable.
3) Cheap valuation.
Now buying at 1.37.
You can enjoy a dividend of 1 sen, and the company will announce the distribution date.
The business of HDD, EMS, and the automotive department will grow, the boss said it can grow by 20-25% by 2025.
Fundamentals are good, after deducting debt, there is a net cash of 33 million, with no risk of bankruptcy.
Analysts added that any further protectionist policies introduced by the USA. President-Elect Trump may create additional trade diversion opportunities for Malaysia under the 'China Plus One' strategy.
For the 2025 fiscal year, the estimated EPS is 10-13 cents, with a reasonable price-to-earnings ratio (PE) of 20 times, resulting in a stock price range of Rm2 to Rm2.60.
1.37 Add warehouse Company benefits: 1) There is a theme (Datacenter construction project in Malaysia). 2) The USA dollar is strong, and the CAN rate is good. 3) Cheap valuation. 4) Buy 1.37 now You can enjoy...
1.37 Long position
Bullish on the company: 1) Has a theme (Datacenter construction project in Malaysia).
2) The US Dollar is strong, the exchange rate is favorable.
3) Cheap valuation.
Now buying at 1.37.
You can enjoy a dividend of 1 sen, and the company will announce the distribution date.
The business of HDD, EMS, and the automotive department will grow, the boss said it can grow by 20-25% by 2025.
Fundamentals are good, after deducting debt, there is a net cash of 33 million, with no risk of bankruptcy.
Analysts added that any further protectionist policies introduced by the USA. President-Elect Trump may create additional trade diversion opportunities for Malaysia under the 'China Plus One' strategy.
For the 2025 fiscal year, the estimated EPS is 10-13 cents, with a reasonable price-to-earnings ratio (PE) of 20 times, resulting in a stock price range of Rm2 to Rm2.60.
1.37 Add warehouse Company benefits: 1) There is a theme (Datacenter construction project in Malaysia). 2) The USA dollar is strong, and the CAN rate is good. 3) Cheap valuation. 4) Buy 1.37 now You can enjoy...
Translated
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小手川龙
liked
$JFTECH (0146.MY)$
Bought at 0.69, sold at 0.745.
Bought at 0.69, sold at 0.745.
Translated
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小手川龙 : Supermax currently number 4 among big 4, in 2025 will be number 1 or number 2 among big 4.