G L's comment on SUPERMX

G L's comment on SUPERMX. All Comments

G L

6 Like · Reply

TOPGLOVE RM 1.3 billion PAT. Supermax? RM 2 billion?

4 years · translate ·

YinG

Dont over high la~ 700m very huge difference lo

3 Like · 4 years · translate

G L

Topglove can. Supermax can do bettee

1 Like · 4 years · translate

G L

Okay la on a serous note

Like · 4 years · translate

G L

Supermax profit margin is like 3 times higher than TG. $200 ASP vs $100 ASP. Price is 2 times, but contribution margin will be higher, could be 3 times. I don't know what is their fixed cost la, so cannot say. So even if their production volume is 3 times lower, Supermax can potentially beat TG. Potential only.

1 Like · 4 years · translate

Stockidz4FFreedom

Supermax production capacity equal to topglov? ?

Like · 4 years · translate

SH GOH

if 700m , the pe will be only 20+ .

1 Like · 4 years · translate

G L

I think 700m for Supermax is an underestimation. But market is expecting around there. They think profit=production volume.

Like · 4 years · translate

G L

They are wrong. It is a fact that Supermax has far higher margins which can raise its profits possibly even higher than companies with 3x its production capacity