Thursday, July 17, 2014

博士讲鸟话-share->supermax

9:36pm, 9 Jul - Fan Kok Hao: I'm looking at supermax
9:37pm, 9 Jul - Fan Kok Hao: Still looking
9:40pm, 9 Jul - Cheng;Fong Yu: Just back home from tengganu
9:40pm, 9 Jul - Cheng;Fong Yu: Tired...4pm start drive car
9:40pm, 9 Jul - Cheng;Fong Yu: CA....look like want to kick out contra kaki 1st...
9:41pm, 9 Jul - Cheng;Fong Yu: I still holding... See 2mr only decide
9:42pm, 9 Jul - Cheng;Fong Yu: Supermax... Rubber glove company
9:42pm, 9 Jul - Fan Kok Hao: Ya
9:42pm, 9 Jul - Fan Kok Hao: PE 11
9:43pm, 9 Jul - Cheng;Fong Yu: Competitor got Harta. TopGlove
9:43pm, 9 Jul - Goh Kian Sian: What is par value?
9:43pm, 9 Jul - Fan Kok Hao: Recently recover it's production line due to factory fire
9:43pm, 9 Jul - Fan Kok Hao: Ya top glove is his comp
9:44pm, 9 Jul - Fan Kok Hao: Products sell to worldwide
9:44pm, 9 Jul - Cheng;Fong Yu: Wao...u also know they caught fire... seems like you follow it long time dy
9:44pm, 9 Jul - Fan Kok Hao: No la
9:44pm, 9 Jul - Fan Kok Hao: Jz fren told me
9:45pm, 9 Jul - Fan Kok Hao: I see it's price floating 2months around 2.1 to 2.3
9:46pm, 9 Jul - Fan Kok Hao: IMG-20140709-WA0007.jpg (file attached)
9:47pm, 9 Jul - Fan Kok Hao: But still don't know it's cash flow and dept
9:47pm, 9 Jul - Cheng;Fong Yu: Supermx MD 郑金森 openly support DAP during last election...after BN won then kena KWSP throw his share heavily
9:48pm, 9 Jul - Cheng;Fong Yu: From 2.6  to 1.9
9:48pm, 9 Jul - Goh Kian Sian: Expected revenged
9:48pm, 9 Jul - Fan Kok Hao: Yalor
9:48pm, 9 Jul - Cheng;Fong Yu: Then after 2 months it wake up to 2.9
9:48pm, 9 Jul - Fan Kok Hao: But it's temporary only right?
9:49pm, 9 Jul - Cheng;Fong Yu: Then factory fire. And recent result OK only...drop back to current level
9:49pm, 9 Jul - Fan Kok Hao: U know its cash flow?
9:50pm, 9 Jul - Fan Kok Hao: Financial
9:50pm, 9 Jul - Cheng;Fong Yu: You should compare all glove manufacturer PE
9:50pm, 9 Jul - Fan Kok Hao: Other all 16-18
9:50pm, 9 Jul - Cheng;Fong Yu: Then you can select which is under or over value..
9:50pm, 9 Jul - Cheng;Fong Yu: I din study his cash flow
9:52pm, 9 Jul - Cheng;Fong Yu: I just check
9:52pm, 9 Jul - Cheng;Fong Yu: Harta 20 topglove 16 suermx 11
9:52pm, 9 Jul - Fan Kok Hao: Ok not?
9:53pm, 9 Jul - Cheng;Fong Yu: Cheapest among all
9:53pm, 9 Jul - Cheng;Fong Yu: Ok
9:54pm, 9 Jul - Cheng;Fong Yu: Can buy in to hold long term
9:54pm, 9 Jul - Cheng;Fong Yu: If there is any wabak happen in world like h1n1...
9:55pm, 9 Jul - Cheng;Fong Yu: Sure glove co benefit
9:55pm, 9 Jul - Cheng;Fong Yu: Boost the sales
9:56pm, 9 Jul - Cheng;Fong Yu: Did u know 丁晴手套?
9:57pm, 9 Jul - Fan Kok Hao: Don't know
9:57pm, 9 Jul - Fan Kok Hao: What's that
9:57pm, 9 Jul - Cheng;Fong Yu: Rajagoh....par value....mean the RM 1.00 show in the price is true value...
9:57pm, 9 Jul - Cheng;Fong Yu: Some co par value 1.0, some 0.5 some 0.2
9:58pm, 9 Jul - Cheng;Fong Yu: Normally when initial all co is 1.0
9:58pm, 9 Jul - Cheng;Fong Yu: But then if the co spilt share or right issue or re structure....
9:58pm, 9 Jul - Goh Kian Sian: What do u mean my true value?
9:58pm, 9 Jul - Cheng;Fong Yu: Par value will dilute
9:58pm, 9 Jul - Goh Kian Sian: Meaning starting price is rm1?
9:59pm, 9 Jul - Cheng;Fong Yu: So if par value 0.5....means the stock price RM 1.00 is not true value...have to time 0.5
10:01pm, 9 Jul - Cheng;Fong Yu: Example....par value 0.5....if stock price is RM 2.50....
10:02pm, 9 Jul - Cheng;Fong Yu: The true value only worth 2.5 x 0.5
10:02pm, 9 Jul - Cheng;Fong Yu: 1.25
10:02pm, 9 Jul - Cheng;Fong Yu: But it will only affect accounting topics
10:02pm, 9 Jul - Cheng;Fong Yu: For us not so important
10:02pm, 9 Jul - Fan Kok Hao: So when we 1000units, how much need?rm2.5k?
10:03pm, 9 Jul - Cheng;Fong Yu: 丁晴手套is future trend glove
10:03pm, 9 Jul - Cheng;Fong Yu: Very high demand in medical industry
10:03pm, 9 Jul - Cheng;Fong Yu: Especially usa
10:03pm, 9 Jul - Cheng;Fong Yu: Harta is this field expert
10:04pm, 9 Jul - Cheng;Fong Yu: Supermx is 2nd
10:04pm, 9 Jul - Cheng;Fong Yu: Ding Qing glove high margin than normal glove very much....
10:05pm, 9 Jul - Cheng;Fong Yu: Harta lead in this
10:05pm, 9 Jul - Cheng;Fong Yu: Still 2.5k
10:07pm, 9 Jul - Fan Kok Hao: Ic
10:18pm, 9 Jul - Cheng;Fong Yu: So when u plan to start buy supermx....Gie Po
10:20pm, 9 Jul - Cheng;Fong Yu: Supermx also in my watch list long time....
10:20pm, 9 Jul - Cheng;Fong Yu: But I missed the time of rm1.90
10:21pm, 9 Jul - Cheng;Fong Yu: Then only keep watching until now
11:06pm, 9 Jul - Fan Kok Hao: Haha
11:06pm, 9 Jul - Fan Kok Hao: Nvm
11:06pm, 9 Jul - Fan Kok Hao: When u wanna buy in

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