$KOSSAN (7153.MY)$ bounce back orr .....
1
1
103667371
liked
Super Pharma's 1H25 performance was below expectations, causing the stock price to drop accordingly.
Super Pharma's 1H25 performance was below expectations, causing the stock price to drop accordingly.
Yesterday, Super Pharma announced its performance. $SUPERMX (7106.MY)$ In the second quarter of the fiscal year 2025, losses significantly narrowed, with a loss of 4.92 million Ringgit, far lower than the 44.36 million Ringgit loss in the same period last year.
As of the end of December, the company's revenue grew by 36.57% year-on-year, reaching 0.1 billion 98.78 million Ringgit.
However, looking at the first half of the year, Supama accumulated a net loss of 69.55 million Ringgit, which has worsened compared to the net loss of 46.41 million Ringgit in the same period last year; the turnover recorded a total of 0.4 billion 23.44 million Ringgit, an increase of 30.9% year-on-year.
Analysts at the firm pointed out that this significantly falls short compared to their positive profit forecast (46.5 million Ringgit) and the market (28.7 million Ringgit).
This is mainly due to sales volumes being lower than expected, along with operating costs being higher than anticipated.
Furthermore, for the first half of 2025 (i.e., the second half of Supama's fiscal year 2025), analysts expect to still face competitive pressure from Chinese glove manufacturers, primarily because USA customers have increased their inventory before the tariff implementation, coupled with Chinese glove manufacturers actively capturing non-USA markets, which is expected to impact declining sales.
Currently, the price difference between Malaysia and China for gloves is about 2 USD per thousand pieces, while the global oversupply situation is expected to continue.
Dah Securities expects the company's sales to decline from 2025 to 2027, with respective adjustments of 5.0%, 13.8%, and 12.6%.
Yesterday, Super Pharma announced its performance. $SUPERMX (7106.MY)$ In the second quarter of the fiscal year 2025, losses significantly narrowed, with a loss of 4.92 million Ringgit, far lower than the 44.36 million Ringgit loss in the same period last year.
As of the end of December, the company's revenue grew by 36.57% year-on-year, reaching 0.1 billion 98.78 million Ringgit.
However, looking at the first half of the year, Supama accumulated a net loss of 69.55 million Ringgit, which has worsened compared to the net loss of 46.41 million Ringgit in the same period last year; the turnover recorded a total of 0.4 billion 23.44 million Ringgit, an increase of 30.9% year-on-year.
Analysts at the firm pointed out that this significantly falls short compared to their positive profit forecast (46.5 million Ringgit) and the market (28.7 million Ringgit).
This is mainly due to sales volumes being lower than expected, along with operating costs being higher than anticipated.
Furthermore, for the first half of 2025 (i.e., the second half of Supama's fiscal year 2025), analysts expect to still face competitive pressure from Chinese glove manufacturers, primarily because USA customers have increased their inventory before the tariff implementation, coupled with Chinese glove manufacturers actively capturing non-USA markets, which is expected to impact declining sales.
Currently, the price difference between Malaysia and China for gloves is about 2 USD per thousand pieces, while the global oversupply situation is expected to continue.
Dah Securities expects the company's sales to decline from 2025 to 2027, with respective adjustments of 5.0%, 13.8%, and 12.6%.
Translated

20
1
2
$KOSSAN (7153.MY)$ dead but patient
2
103667371
liked
$KOSSAN (7153.MY)$ should re-enter between 2.35 & 2.65 in days when emotions settle.
2
$YTL (4677.MY)$ when will this stock take off? Im sleepy already 😩
1
103667371
liked
$YTL (4677.MY)$ I would like to ask all seniors, is it worth investing in YTL for the long term?
Translated
7
16
103667371
commented on
$YTL (4677.MY)$ sell now and be bbq.
3
4
103667371
commented on
$YTL (4677.MY)$
Another day with strong selling pressure.
Another day with strong selling pressure.
1
7
103667371
commented on
$YTL (4677.MY)$ sold at 2.59 just now 🥲
1
7
103667371
commented on
$YTL (4677.MY)$
Witnessing lots of panics going on in this fluctuation.
Witnessing lots of panics going on in this fluctuation.
1
3