Jackson Wong's comment on SUPERMX. All Comments

Jackson Wong
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谁知道supermx QR几时出吗?
Ho N
last week of oct
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Ho N
estimated pat 900mil
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bl saw
QR for Supermx to 20 Oct
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Learning的生活
last week of oct. out together with harta.
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Alibaba Limskeong
pat 900mil......?
2 Like · 4 years · translate
Alex Yeo
Conservative calculation should be around 900m-1b PAT. Supermax yearly production is 24bil pieces. So 1 quarter is around 6b pieces. 6b / 1000 = 6mil boxes. Take an average price of 1box = 100USD, then revenue is around 600mil. Take an average of 40% margin per box (based on last quarter, this quarter should be higher), profit is around 240mil USD. Multiply with exchange rate, you should be getting 1b profit dy.
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Wei Hang Tang
What about the increasing of costs? don't expect so high leh 希望越大失望越大
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YinG
To be safe, 800 enough
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G L
Even at 800 mil, the EPS will double Topglove because it has less shares. This is already very positive scenario.
1 Like · 4 years · translate
G L
Why keep forecasting too high? It is like when your parents gift you ferrari you are dissapointed because you thought you get a bugatti. What happened when supermax qr release last quarter should not happen this time. Don't make it happen again.
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YinG
Gl,
because the more greedy u r,
The higher u will expect ma~
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bl saw
Harta QR on 27 Oct
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Alyssa Eevee
GL I agree with u. I rather everyone don't know and confuse when we is, than to stupidly say: ?? MILLION.
Like in Genting casino scream picture, then epic fail, let everyone see u lose money.
China tourists also can behave well, but Malaysians go scream like chicken haha
same Lah. Rather everyone don't know is much better, easy to have suprise + EPS. I think glove companies learnt a lot about QR earnings day they also smart le.
Now near date only say, yet very little predictions.
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