Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sun, 21 Jul 2019, 9:19 PM

 

[转贴] [TOP GLOVE CORP BHD:扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套,到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套] - James的股票投资James Share Investing

Author:   |    Publish date:


[TOP GLOVE CORP BHD:扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套,到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套]

YoY:
尽管环境充满挑战,但在3QFY19,集团的销售收入为11.9亿令吉,比3QFY18增长8.1%,而在3QFY18销售量也增长9%。原材料价格上涨,但由于2019年5月起其平均销售价格有向上修正,从而提高了天然橡胶手套市场的利润贡献。至于丁腈手套领域,由于销量增加和原材料价格下降,以及新设施的生产效率提高,贡献有所改善。

在9个月的基础上,Top Glove的销售收入达到36亿令吉,较18财年同期增长20.5%,已相当于18财年销售收入总额的86%。与9MFY18相比,销售额同比增长了15%。

QoQ:
与上季度相比,3QFY19的销售收入增长2.6%,销售量与2QFY19相比增长2%。原材料价格上涨,但由于销售价格有修正,从2019年5月开始有所改善。丁腈乳胶价格小幅下跌3.1%至每公斤1.05美元,这减轻了丁腈手套领域竞争的影响。为确保其能够满足强劲的需求增长,顶级手套将继续提高产品质量和生产效率,并增加产能。

前景:
Top Glove有能力满足全球手套需求,预计每年至少增长10%,并将继续扩大其业务。扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套。到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套。

在另一项开发项目中,Top Glove最近推出了旗舰绿色产品BioG​​reen可生物降解丁腈手套(无粉),与世界环境日同时举行。这种手套的开发是为了保护环境,同时保护使用者,与传统的丁腈检查手套相比,这些手套的生物降解速度至少快10倍,从而提供了“寿命终止解决方案”,有助于减少垃圾填埋场的垃圾堆积。

根据其对可持续发展的承诺,Top Glove还将继续加强其在ESG领域的实践,特别是在劳工实践方面。为了表彰其社区外展工作,Top Glove还被评为2019年马来西亚奖的CSR年度马来西亚公司(制造业)。
-----------------------------
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 RM1.32 (dividend RM0.015) in 10 months 6 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 2 days, total return is 70%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 17 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.56 (dividend RM0.0825) in 8 months 4 days, total return is 39.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 26 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 4 months 29 days, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 19 day, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 19 day, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 25 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 20 days, total return is 4.2%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

7月14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

7月13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2292806867652721 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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: https://www.instagram.com/p/By3z5kQnISd

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
--------------------------------
[TOP GLOVE CORP BHD: Expansion plans will boost the Group’s total number of production lines by an additional 224 lines and production capacity by 22.8 billion gloves per annum, by December 2020, Top Glove is projected to have 872 production lines and a production capacity of 83.3 billion gloves per annum]

YoY:
For 3QFY19, the Group’s Sales Revenue came in at RM1.19 billion, 8.1% higher than 3QFY18 following a 9% increase in Sales Volume versus 3QFY18, in spite of the challenging environment. The price increased of raw materials has improved as the effect of upward revisions to its average selling prices were reflected from May 2019 onwards, which improved the profit contribution from the natural rubber glove segment. As for nitrile glove segment, there was improvement in contribution due to higher sales volume and declining raw material price, coupled with improved in production efficiency from new facilities.

On a 9 months basis, Top Glove attained Sales Revenue of RM3.6 billion, an upturn of 20.5% compared with the corresponding period in FY18, which already amounts to 86% of the total Sales Revenue in FY18. In tandem, Sales Volume also grew 15% compared with 9MFY18.

QoQ:
On a quarter on quarter comparison, Sales Revenue for 3QFY19 increased 2.6% and Sales Volume increased by 2% compared with 2QFY19. The price increased of raw materials has improved from May 2019 onwards due to the effect of selling price revision. The nitrile latex price decreased slightly by 3.1% to USD1.05/kg, which mitigated the impact from competition in nitrile glove segment. In order to ensure it is well-positioned to cater to the strong demand growth, the Group will continue to improve its product quality and manufacturing efficiency, and also increase its capacity.

Prospects:
Top Glove is well-positioned to cater to global glove demand, which is projected to grow by at least 10% annually and will continue expanding its operations. Expansion plans will boost the Group’s total number of production lines by an additional 224 lines and production capacity by 22.8 billion gloves per annum. By December 2020, Top Glove is projected to have 872 production lines and a production capacity of 83.3 billion gloves per annum.

In another development, Top Glove recently launched its flagship green product, BioGreen Biodegradable Nitrile Gloves (Powder-Free), in conjunction with World Environment Day. Developed to safeguard the environment while protecting the user, these gloves are proven to biodegrade at least 10 times faster compared to conventional nitrile examination gloves, thereby providing an “end-of-life solution” to help reduce the accumulation of waste in landfills.

In line with its commitment to sustainability, Top Glove will also continue to level up its practices in the ESG space particularly in terms of labour practices. In recognition of its community outreach efforts, Top Glove was also named CSR Malaysia Company of the Year (Manufacturing) in the CSR Malaysia Awards 2019.
--------------------------------------------------------------------------
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 RM1.32 (dividend RM0.015) in 10 months 6 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 2 days, total return is 70%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 17 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.56 (dividend RM0.0825) in 8 months 4 days, total return is 39.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 26 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 4 months 29 days, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 19 day, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 19 day, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 25 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 20 days, total return is 4.2%

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 https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2292806867652721 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

Share this

  Be the first to like this.
 


 

462  223  565  641 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 SAPNRG 0.31+0.01 
 SCOMI 0.10+0.01 
 SCOMI-WB 0.04+0.005 
 KNM 0.37+0.02 
 NETX 0.02+0.005 
 ARMADA 0.23+0.005 
 GPACKET 0.46+0.015 
 ISTONE 0.22+0.01 
 HSI-C5J 0.21+0.07 
 HSI-H6R 0.32-0.07 
Partners & Brokers