2/11 国会开始
3/11 国行开会，美国大选
6/11 呈述财政预算案
加上不知道不信任动议来不来得及呈述
相信大部分人都会觉得现金在手，人安心点

Tracy, 4大天王里，supermax 已经可以算是没有再跌的本事了，他业绩已经超越Harta, 然而Harta 的市值6百多亿，supermax 却只是2百多亿。中间还有400亿的差距，就让他再爬个2百亿也不为过。赚钱的能力是靠做出来的，而不是靠讲出来，super 他也已经做到了。那如果在这市值两百多亿股价在9.500，若是市值要在4百多亿，股价不就是在18.000-19.000左右。
这就是为什么我会在这是一直吹捧super 的原因，一破新高过后股价的高点就由市场来决定

The Board of Directors has proposed a share dividend distribution for shareholders‘ approval at the upcoming Annual General Meeting for financial year ended 30 June 2020; and is looking into rewarding shareholders further for their continuous support with a special dividend for a start in respect of the next financial year ending 30 June 2021.

Currently, Supermax has production capacity of about 24.0 billion pieces of gloves per annum and will end the calendar year 2020 with just over 26 billion pieces in installed capacity with the commissioning of Block B of Plant #12. With its order book swelling to over 23 billion pieces of gloves from 7 billion pieces pre-Covid-19, the urgent need to increase capacity has been made very clear. The Group has responded by accelerating its expansion program and for the first time in its history, will be constructing 5 factories simultaneously. Production lines will be commissioned progressively at each plant with about 10 billion pieces added to installed capacity in calendar year 2021 and another 12 billion pieces added in 2022. RM1.3 billion has been allocated for this expansion program over the next 2 years.

Despite this aggressive expansion, the Group would still fall short of meeting its current order book in full and an oversold position would remain. Nevertheless, the Group still has a landbank of over 130 acres for further expansion as necessary. It is also always on the lookout for more suitable land that can be acquired for further capacity expansion.

We have achieved a spectacular FY2020 and can already foresee that the next financial year will be an even better year. We have put in place a comprehensive expansion plan that will enable us tap the expected strong market growth in the year ahead and beyond and help us realise the vast growth potential in the glove business. We expect to increase our capacity by 10.25 billion pieces in 2021 and 12 billion pieces in 2022. This would represent an 85% capacity increase in 2022 as compared to 2020. This new capacity will help to bring the Group’s highly oversold position to more manageable levels and enable the Group to generate sustainable top-line and bottom-line growth.

公司两年内会从今年的26b的production capacity增加到48b的production capacity，就算如此还是来不及赶完他们手上的订单，就算ASP跌价也好，全世界的需求还是在那边，全世界都要打vaccine也不是一两年可以搞定的事情，况且也不是打一次就够了，所以公司下两年的盈利只会更高。而且明年公司打算给special dividend了哦。

就流传这么一句
《哥抽的不是烟，哥抽的是寂寞：哥钓的不是鱼，割掉的是包皮》
然而在这可以诠释为
《速柏玛掉的不是价值，速柏玛掉的只是价格》
恐慌时——《输掉的不是金钱，输掉的是信心》

恐慌时没把信心也输掉，很快的市场就会为你的坚持坚定还个回报给你。
《速柏玛掉的不是价值，速柏玛掉的只是价格》
来个马后炮技术面解释——＞自上个星期二和星期三的组合K线称之为《乌云罩顶线》，然后就连跌4个交易日。
昨天和今天的组合K线就称之为《贯穿线》这组K线的含义是由空翻多。在出现贯穿线之后，整个行情逆势而上，就会形成《岛形反转》的契机。还差一个跳空开高收高的K线，然而若是形成这支K线的话，就会带这多条已经缠绵一起的均线做个多头攻势。攻上光明顶，再来个华山论剑
以上纯粹只是马后炮技术面论，唯一的不变就是价值不变。当价值不变价格却越来越低，这时候就是死守或者加码的时候。而不是胡乱恐慌的cut lose

有人问农夫：种了麦子了吗？
农夫回答：没，我担心天不下雨。
那人又问：那你种棉花没？
农夫说：没，我担心虫子吃了棉花。
那人再问：那你种了什么？
农夫说：什么也没种，我要确保安全。

顾虑太多，思虑太多，就会导致束手束脚，一事无成。人有时候就是想太多，做太少。

问自己，你想坐轿子被人抬还是做抬轿子的那一个？

来个风吹草动草枝摆的技术面预测。
若是星期一再来个大阳柱然而收在10200的话《低挡起涨续航，犀利莫如青三兵》，那时就触发macd 黄金交叉。
一但在0轴上方出现黄金交叉，这说明此时多头已经占据主导地位。类似在7月初发生的黄金交叉，大家可以看回7月初的图。
触发macd的黄金交叉加上已纠缠在一起的均线，多头攻势带量攻上，就会把均线拉开，一旦均线拉开，那么所有在均线买的都赚钱，也就不会卖，阻力就会小，行情也将持续强势攻更高。
那破新高的格局是不是就在眼前了。所谓的涨时重势，跌时重质。