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Don’t just look at RM3-3.5 billion profit after tax of Super in 2021; try to think beyond 2021, what will happen to 2022 n 2023 n how the top 4 manufacturers n comfort n careplus handle excessive of production in 2022 n 2023.... :)
After 4-5 months , when technology counters dropping 30- 50%, those investors will say the same thing ... why got fundamental n strong , drop like that ....
and some IBs will start to give super low tp and say that more comps are going into semicon osat in next 2-3 and there will be over supply then tech fans will start to argue that barrier of entry is high bla bla bla and demand kept increasing bla bla, but price still drop regardless...then start to blame shorties again.
The failure of security commission to query Kenanga , Cimb , HL research , Affin Hwang to keep lifting target prices of top 4 glove counters during July to Nov last year .... don’t just blame the investment guru from the net ..
