Highlights

Stock Price Target

 
Search
Recent Price Targets: [Sign In or Register (FREE) to view]
 
KLSE: SUPERMX       SUPERMAX CORP BHD
Last Price Avg Target Price   Upside/Downside Price Call
1.45 1.77     +0.32 (22.07%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
13/02/2019 1.64 1.79 +0.15 (9.15%) BUY MIDF Price Target News
13/02/2019 1.64 1.30 -0.34 (20.73%) SELL KENANGA Price Target News
13/02/2019 1.64 1.75 +0.11 (6.71%) HOLD BIMB Price Target News
13/02/2019 1.64 2.30 +0.66 (40.24%) BUY Affin Hwang Capital Price Target News
27/12/2018 3.59 2.60 -0.99 (27.58%) SELL KENANGA Price Target News
02/11/2018 3.41 3.58 +0.17 (4.99%) BUY MIDF Price Target News
02/11/2018 3.41 2.60 -0.81 (23.75%) SELL KENANGA Price Target News
02/11/2018 3.41 3.25 -0.16 (4.69%) HOLD BIMB Price Target News
02/11/2018 3.41 4.60 +1.19 (34.90%) BUY Affin Hwang Capital Price Target News
28/09/2018 3.20 3.25 +0.05 (1.56%) HOLD BIMB Price Target News


Price Target Research Article/News (past 6 months)
13/02/2019  MIDF Supermax Corporation Berhad - Strong 1HFY19 Performance
13/02/2019  KENANGA Supermax Corporation - Expect Tougher Quarters Ahead
13/02/2019  BIMB Supermax - Better than expected 1HFY19
13/02/2019  Affin Hwang Capital Supermax - Continue to Deliver
27/12/2018  KENANGA Rubber Gloves - Insignificant Gas Tariff Hike, Overstretched Valuations
02/11/2018  MIDF Supermax Corporation Berhad - a Strong Start in FY19
02/11/2018  KENANGA Supermax Corporation - 1Q19 Barely Made the Grades
02/11/2018  BIMB Supermax - A good start
02/11/2018  Affin Hwang Capital Supermax - Back on Track
28/09/2018  BIMB Supermax - Higher operating cost impacting earnings growth


Bonus Issue, Share Split or Share Consolidation announcement
Announce Date Ex Date Subject Amount/Ratio
19/12/2018 03/01/2019 Bonus Issue 1 : 1

  39 people like this.
 
michaelwong I took notice last week some operator's have already went in . When it reversed by 1 cent each time , every now and then it push back up by 1 cent in controlling and prevent it goes lower . This operator's are getting ready to strike when the price move upwards . Hope next week SUPERMX can become game changer !
09/03/2019 22:37
Crasd123 那个笨蛋,这里是Supermx forum, 他去写 Harta , 真他妈的笨,废柴一个AHHuat150...去卖AHuat 咖啡啦,死废柴笨蛋150
10/03/2019 10:26
Crasd123 Buy at 1.33
10/03/2019 11:07
Crash123456buil 那个笨蛋,狗养的,Harta 不是这里的Forum,
10/03/2019 12:34
freddiehero haha funny la..
10/03/2019 13:06
freddiehero lets break 1.0
10/03/2019 17:21
freddiehero hey ur harta hav to break 2.0
10/03/2019 17:24
Heavenly PUNTER can someone get the moderator to ban this sohai? Everywhere spam HARTA niama crazy shit
10/03/2019 17:25
Crash123456buil 死废柴,大笨蛋,去卖Ah Huatv咖啡啦,写的都是废话, stipid eat shit Ah Huat, idiot Ah Huat.makan tahi babi
11/03/2019 05:02
AhHuat50 Oil price drop. Its time for glove sector to fly today
11/03/2019 07:18
AhHuat50 [转贴] 尝试以不同角度看HARTA - 蛤蜊先生


2019年3月7日星期四


今年1月的时候,我曾对HARTA写过一篇文章《长期投资HARTA》?

当时候HARTA股价从高峰跌至5令吉左右,之后便反弹回5.74,之后慢慢越做越低,最近又跌回了5令吉,甚至更低至4.96。

延续先前的文章,蛤蜊认为HARTA不管是创新、效率、行业优势都具备长期投资的条件。

那今天,尝试以老板角度去计算,如果投资HARTA,会得到什么。

假设,今天我买入1000股,每股5令吉,成本价5000令吉。(5令吉容易计算)

HARTA 2019财年的每股盈利预计是15仙,也就是说,我以5000令吉收购价,买入了一个每年能够创造150令吉净利的资产,回酬每年约3%。(5000x0.15=150)作为老板,我不一定要把赚到的都拿出来,我可以把盈利存起来或投资扩充工厂。

这资产每年也会派发股息,以每年股息0.088计算,我拥有1000股,那么就可以回收88令吉。换算回酬是1.76%。这是实际回收的现金收入(88/5000×100=1.76%)

HARTA每股资产为66仙,我有1000股,也就是拥有660令吉的每股资产。这资产包括公司里的地皮、工厂、器材、存货、现金、应收账款等等。

总计,5000令吉的成本,我可以买到值660令吉的资产,这个资产每年能够创造150令吉的回酬,并且每年分红88令吉,加起来可以赚到238令吉,算起来需要21年才能回本(5000/238=21年)

作为投资者,不仅要知道买入后可以赚多少,投入的成本几时能够回本,分红多少,资产值多少,当然还有未来的增长潜力。

因为,只有进行扩充,生意越做越大,我们的回本期才会缩短,不然这盘生意就太昂贵了,不值得买。

HARTA目前有4个厂,第5间厂刚在去年投入营运。直到Q3的时候,这第5间厂只有6条生产线投入工作,还有其余6条下半年会开通。

除了这5间,还有工厂6和工厂7,大概在2020年至2021年之间,会全部投入营运,到时候一年可以生产440亿只手套。

根据2018年的年报,当时候工厂5还没投产,而工厂1至4,共32条生产线,总共可以生产320亿只手套。

320亿至440亿,两三年时间内将增长37.5%。但这是以递增的方式增长,就好像工厂是逐步投产,而不是一次过开完所有生产线。

所以预计一年的产量会增加15%左右,也就是说盈利也会增长15%。

所以就会像这样慢慢增加, 2019年 每股盈利 15仙,2020年17.25仙,2021年19.83仙,以此类推。

也意味着,以5000令吉成本换算,2020年我将可以赚172.50令吉,2021年赚198令吉。每年的分红也同步增加,2020年101.2令吉,2021年116.38。以此类推。

单看2021年,198令吉的盈利回酬,加分红116.38令吉,总收入是314.38令吉,回本期缩短至16年。(5000/314.38=15.9)

因此,只要工厂一间接一间的开,盈利跟上,那么这5000令吉的回本期将会快速缩短,甚至在未来某年,产量超过千亿只手套,每年就可以赚1000令吉或更多,到时候不仅回本,而且净赚更多。

未来,如果HARTA的买入成本越便宜,也表示我可以以更便宜的成本买入具备增长潜能的公司,回本期也会相应缩短,甚至分红可以更多。
11/03/2019 07:19
AhHuat50 Rocket up today
11/03/2019 08:14
pingdan Pe 34 vs pe17..叫我去买pe34的是sohai
11/03/2019 08:22
pingdan Qoq没有improvement,不像supermax有很大进步空间
11/03/2019 08:23
pingdan Roe现在虽然低,只要成绩进步roe就会高了
11/03/2019 08:24
calvin5025 gg supermx
11/03/2019 09:08
wiki123 This one I agree, maintain 38mil to 40mil net profit every quarter, ROE can rise to 15 easily... ROE 15 and above, can easily get rerating...

>> Roe现在虽然低,只要成绩进步roe就会高了
11/03/2019 09:22
Superb99 1.5 is as strong support and hopefully it can secure. it drops 2 to 3 cents every day, i think big shark is releasing their holdings.
11/03/2019 10:36
ramada All rocket down today.
11/03/2019 17:53
PureBear All quiet now :D
11/03/2019 19:04
signalmw Harta topglove gg liao. This very strong
11/03/2019 19:48
Superb99 Bad news released is always the time for collection followed by gd news, then it start moving up... Let's collect now
12/03/2019 05:16
Superb99 It may form double bottom then only strongly move up
12/03/2019 05:17
Ktb33 Target price 1.30 guarantee reach in 1 month time before middle april
13/03/2019 23:26
qps999 Today;s market condition was not good..as STI also nt good..
13/03/2019 23:29
chanph Maybe surprise technical rebound tomorrow
14/03/2019 01:22
Money122 Now glove sector sentiment down..
14/03/2019 03:09
Icon8888 67 stock
14/03/2019 03:59
ongkkh Hello Icon, what does you means by 67 stock?
14/03/2019 05:47
Ktb33 Coming Weak QR TOPGLOVE announcement sure will drag down glove stock ,topglove will give u all indicator n hint , supermx 1,30 will come true if weak QR appear on TOPGLOVE
14/03/2019 07:57
chanph Surprise rebound...
14/03/2019 10:33
michaelwong ongkkh 67 stock means in Cantonese language... . ... cock stock mah... ... every day down even the big sharks get caught in the net . Icon is a joker mah !!!
14/03/2019 19:42
Superb99 Extreme downtrend stock, drop 4 days up 1 day and up a bit only, yesterday dropped from 1.5 to 1.46, I think a lot of buyers were caught, operator still releasing stocks
15/03/2019 06:31
chanph Careful, ex date coming
15/03/2019 08:54
Noisee899 Ex date for dividend?
15/03/2019 14:41
wiki123 18 March
15/03/2019 15:37
michaelwong Gloves stock inching up can help to lift up supermax share price which supposed to bottom out with heavy downtrend from the past 2 weeks quite recently.
15/03/2019 20:51
Calvin882 Nice price to buy
15/03/2019 22:44
digi_three selling gloves oso has up and down meh? people wear gloves only in certain months meh?
16/03/2019 01:15
Power1 Can collect but no more fund
17/03/2019 06:59
dlau8899 Continue rebound
17/03/2019 11:17
laychee USD dropping... WTI (o&g) rising....

All depends on USD or US job markets.
18/03/2019 10:09
calvin5025 buy supermx
18/03/2019 10:36
Superb99 poor TA but gd FA, I will prioritize TA, bye bye, will come once it is uptrend again
18/03/2019 10:59
benng6197 When share drop till certain level and start struggling,mean rebound is coming soon.
Ini kali la!!
18/03/2019 14:11
Calvin882 Selling pressure still high
18/03/2019 19:42
here https://www.aveovision.my
19/03/2019 13:10
wiki123 finally, contact lens for asgtimatism for US market is orderable... under brand name Aveo Joy. This will be higher margin product, approximately 50% more than the regular lens...
19/03/2019 14:02
wiki123 https://aveovision.com/our-contacts/aveo-joy/
19/03/2019 14:03
Ktb33 T OPGLOVE QR out anytime , if weak QR appear , ít will Drag đown all glove stock ,supermx 1.30 ưill come true .
19/03/2019 14:45


170  471  521  1032 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 SAPNRG 0.345-0.015 
 DAYANG 1.41-0.21 
 SAPNRG-WA 0.135-0.01 
 MTRONIC 0.095+0.02 
 ARMADA 0.19-0.01 
 PUC 0.10-0.005 
 PERDANA 0.40-0.045 
 EDEN 0.135+0.01 
 HUAAN 0.255-0.005 
 SEACERA 0.37-0.015 
Partners & Brokers