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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Thu, 26 Nov 2020, 7:58 PM

 

[转贴] [SUPERMAX CORP BHD:到2019年底,公司已完成对巴生Meru一块土地的收购,计划在这块土地上建设13号,14号和15号工厂;这三个新工厂将在未来五年内为集团的产量贡献另外132亿件手套] - James的股票投资James Share Investing

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[SUPERMAX CORP BHD:到2019年底,公司已完成对巴生Meru一块土地的收购,计划在这块土地上建设13号,14号和15号工厂;这三个新工厂将在未来五年内为集团的产量贡献另外132亿件手套]

2Q20 vs 2Q19:
EBITDA和PBT分别下降15.6%和23.0%,这主要是由于平均售价降低和生产成本增加所致。

2Q20 vs 1Q20:
在前一个季度的基础上,该集团的收入增长了4.2%或1,560万令吉,而其EBITDA和PBT分别增长了20.6%和28.9%。

前景:
手套部:
进入2020年,随着新型冠状病毒Covid-19在中国的爆发,手套的需求进一步增加。到2019年底,公司已完成对巴生Meru一块土地的收购,计划在这块土地上建设13号,14号和15号工厂。这三个新工厂将在未来五年内为集团的产量贡献另外132亿件手套。

隐形眼镜部:
通过在美国( www.aveovision.com ),马来西亚( www.aveovision.my )以及在英国( www.aveovision.co.uk )开设的网站,从批发分销到移动卡车再到在线B2C的销售,已经采用了各种平台在全球范围内推广其隐形眼镜。

速柏玛将继续致力于在更多国家/地区获得更多产品的许可和批准;进一步扩大其产品范围,以包括其他类型的镜片;并提高其产品在全球的市场渗透率,以充分利用其产能。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.43 (dividend RM0.025) in 1 year 6 months 14 days, total return is 243.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM2.17 (dividend RM0.04) in 1 year 7 months 25 days, total return is 178%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.43 (adjusted)(dividend RM0.01) in 8 months 24 days, total return is 165.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.45 in 1 year 1 month 6 days, total return is 152.2%

e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.74 in 6 months 1 day, total return is 62.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividends RM0.113) in 1 Year 4 months 19 days, total return is 53.6%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.105) in 1 Year 3 months 8 days, total return is 37.4%

h) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.21 in 7 months 27 days, total return is 34.4%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.018) in 1 Year 2 months 3 days, total return is 32.4%

j) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.01 (dividend RM0.015) in 1 Year 2 months 10 days, total return is 28.1%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

3月21日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

3月29日星期日:Hotel Sri Petaling, KL 3份点心

4月19日星期日:AG Hotel Penang, George Town 2份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

3月22日星期日:Silka Johor Bahru Hotel, Johor Bahru

3月28日星期六:Hotel Sri Petaling, KL

4月18日星期六:AG Hotel Penang, George Town

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------------------
[SUPERMAX CORP BHD: Towards the end of 2019, the Company had completed the acquisition of a piece of land in Meru, Klang on which it plans to build Plants #13, #14 and #15; the 3 new plants will contribute another 13.2 billion pieces of gloves to the Group's installed capacity over the next 5 years]

2Q20 vs 2Q19:
EBITDA and PBT were 15.6% and 23.0% lower respectively, mainly due to the lower average selling prices and increase in production costs.

2Q20 vs 1Q20:
On a preceding quarter basis, the Group's revenue rose by 4.2% or RM 15.6 million while its EBITDA and PBT were higher by 20.6% and 28.9% respectively.

Prospects:
Glove Division:
Going into 2020, glove demand received a further boost following the outbreak of the novel coronavirus, Covid-19, in China. Towards the end of 2019, the Company had completed the acquisition of a piece of land in Meru, Klang on which it plans to build Plants #13, #14 and #15. The 3 new plants will contribute another 13.2 billion pieces of gloves to the Group's installed capacity over the next 5 years.

Contact Lens Division:
Various platforms have been employed to market its contact lenses worldwide, from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US ( www.aveovision.com ), in Malaysia ( www.aveovision.my ) and also in the UK ( www.aveovision.co.uk ).

The Group will continue to work on securing licences and approvals for more of its products in more countries; further expanding its product range to include other types of lenses; and increasing market penetration for its products globally in order to fully utilise its capacity.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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Labels: SUPERMX

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Chart Stock Name Last Change Volume 
SUPERMX 8.59 +0.51 (6.31%) 27,738,900 

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