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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%.
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Investments 48 / 364
After a two-month break, I’m back to my weekly investing routine and just deposited my usual $220 into my account. While I didn’t buy or sell any shares during this time, my portfolio saw some interesting chnages!
Biggest Winners🏆 - Alibaba ( $Alibaba (BABA.US)$ ) +85.5% gain. - Tencent ( $TENCENT (00700.HK)$ ) +81.3% ...
After a two-month break, I’m back to my weekly investing routine and just deposited my usual $220 into my account. While I didn’t buy or sell any shares during this time, my portfolio saw some interesting chnages!
Biggest Winners🏆 - Alibaba ( $Alibaba (BABA.US)$ ) +85.5% gain. - Tencent ( $TENCENT (00700.HK)$ ) +81.3% ...
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
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$SPDR S&P 500 ETF (SPY.US)$ It's too much. How can a blind order be like this? What's happened to the S&P today?
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$XIAOMI-W (01810.HK)$ China or HK stocks, generally isn't for everyone. It required a strong heart, a discipline investor, a "no sell button" investor, no auto "cut lose" setting. The volatile isn't for everyone to sustain.
With china government support, relax regulations, stimulus. Eventually it will go up.
Tips: Uninstall the app, with no eyes see.
With china government support, relax regulations, stimulus. Eventually it will go up.
Tips: Uninstall the app, with no eyes see.

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$Tesla (TSLA.US)$Why I Insist Tesla (TSLA) Is a Long-Term Good Hold and Always Buy the Dip
As a long-term investor in Tesla, I’m doubling down on my conviction, even with the recent dips and volatility shown in this chart (as of Feb 21, 2025). Here’s why I believe TSLA is a stellar long-term hold and why I always buy the dip:
Innovative Leadership in EVs and AI
Tesla isn’t just an electric vehicle (EV) company—it’s a leader in battery technology, autonomous driving (Full Self-Driving, FSD), and A...
As a long-term investor in Tesla, I’m doubling down on my conviction, even with the recent dips and volatility shown in this chart (as of Feb 21, 2025). Here’s why I believe TSLA is a stellar long-term hold and why I always buy the dip:
Innovative Leadership in EVs and AI
Tesla isn’t just an electric vehicle (EV) company—it’s a leader in battery technology, autonomous driving (Full Self-Driving, FSD), and A...
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