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Author: Wah Lau   |   Latest post: Sun, 19 Jan 2020, 5:40 PM

 

Top 5 Glove In Malaysia (Harta, Topglove, Kossan, Supermx, Comfort)

Author:   |    Publish date:


After Topgove last quarter report come out. Glove become hot topic.

I don't own any glove stock.

I just take some data to compare each other. Maybe it useful for you ^^...

 

All data some base on date as below:

(mostly data copy from i3)

 

1.) Revenue

Harta best in increase they revenue. Supermx =.=...

 

2.) Net Profit

Comfort good turnover results but tax increase from 2017 to 2019. Supermx =.=... again

 

3.) Net Profit Margin

Comfort lower net profit margin but most increase profit margin =.=...

Harta best profit margin.

 

4.) ROE

Harta best ROE, but 10 years ago ROE too good (become worst results ROE increse (%).

Opposite condition for comfort.

 

5.) PE

 

Base on PE, rank given from investors. Harta, Topglove, Kossan, Supermx and Comfort.

 

6.) USD/RM

Harta, Kossan, Supermx 1-Oct-2019 to 31-Dec-2019 average USD/RM about same with

previous quarter 1-Jul-2019 to 30-Sep-2019. But in furture will effect it.

For Topglove and Comfort we can see average USD/RM lower compare last quarter

*Data taken until 17-Jan-2020

 

7.) Latex Cost

* Jan-2020 data until 17-Jan-2020

http://www3.lgm.gov.my/mre/YearlyAvg.aspx

Simple calculation average buld latex cost vs quarter report date as below:

 

8.) PBT

 

9.) Wuhan Coronavirus

Confirmed Cases 291

https://edition.cnn.com/2020/01/21/asia/china-china-coronavirus-sars-intl-hnk/index.html

Conclusion

Harta higher PE - Best ROE and profot margin (AMG Antimicrobial Glove)

Topglove second high PE - Big name president Lim Wee Chai and exploxe condom market

Kossan third high PE - ROE and profit margin better than Topglove but PE lower than Topglove

Supermx - Contact lens

Comfort - Cheap glove counter in Malaysia

 

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Related Stocks

Chart Stock Name Last Change Volume 
HARTA 5.88 -0.01 (0.17%) 3,567,600 
KOSSAN 4.65 +0.04 (0.87%) 2,347,600 
SUPERMX 1.59 +0.02 (1.27%) 10,912,300 
COMFORT 0.83 0.00 (0.00%) 4,539,300 

  cclau1980 likes this.
 
johnny cash First we have to make sure are this gloves are going to make profits from this flu..next question is,,, is this flu is going to be a longterm or short term thing?? If short term thing,, you should know when to enter n when to exit,, if long term thing, then when to enter only.. Just my oppinion
19/01/2020 6:07 PM
Armada An Quantum Leap Stock In 2019/2020 Where is Rm vs us profit sensitivity?
19/01/2020 8:07 PM
Wah Lau Thanks for suggestions. Update USD/RM vs Quarter Report date. If have material cost link please share here and thanks.
19/01/2020 8:58 PM
Wah Lau Updated USD/RM in 6.) and Latex cost in RM in 7.)
19/01/2020 10:55 PM
popo92 comfort have not been paying tax for quite a long time, they are still paying minimal tax now. expected to used up unabsorbed loss even without factoring new accounting law.
19/01/2020 11:02 PM
popo92 use EBITDA as a parameter and you will see a different view
19/01/2020 11:04 PM
Wah Lau popo92 in Last 10 FY in I3 only can found PBT and updated in 8.)
19/01/2020 11:35 PM
Wah Lau add in 9.) Wuhan Coronavirus Confirmed Cases 291
21/01/2020 10:10 PM
sensonic GLOVES NO USE, PEOPLE WANT MASK
21/01/2020 10:56 PM


 

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