[SUPERMAX CORP BHD,需求依然强劲]
Qoq,由于更高的销售数量,营收增加了7.6%或RM2390万。由于更高的营收和持续的提高营运效率,EBITDA和PBT分别增加了23.7%和41.8%。1HFY18,营收从RM5.1亿增到RM6.5亿,YoY+28%。
前景:
全球对天然橡胶和丁腈手套的需求依然强劲,医疗保健意识持续上升,医疗行业的监管力度加大,和公共和私营部门的医疗保健支出不断增加,推动需求增长。尽管速柏玛能够从最新,最先进和高效的制造工厂的新生产线中受益,但管理团队认为精益制造流程对于从其所有制造工厂获得最高收益至关重要。
手套部门:
I)天然橡胶乳胶
尽管天然橡胶胶乳价格的下降趋势可能有助于抵消其他成本(如劳动力和能源成本)带来的上行压力,但市场参与者很快将在较低的原材料成本中将价格降下。
II)合成腈乳胶
展望未来,业界希望看到丁腈胶乳价格更稳定,以便于规划和操作。尽管如此,公司已制定了定价机制,以缓解价格波动期间对利润率的不利影响。
隐形眼镜部门:
速柏玛在开发隐形眼镜业务方面取得进展。它不仅在过去几年中成功地开展了生产运营,而且还努力获得必要的认证和批准,以生产并将其产品推向市场。在获得必要的批准后,速柏玛将继续在各个海外市场推出其产品。
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James Ng
Qoq, revenue rose by 7.6% or RM23.9m from higher sales volume. The higher sales coupled with continuous improvement in operational efficiency contributed to EBITDA and PBT rising by 23.7% and 41.8% respectively. 1HFY18, revenue increased from RM506m to RM648m, YoY+28%.
Prospects:
Global demand for both natural rubber and nitrile gloves remains strong with healthcare awareness continuing to rise, increasing regulation of the healthcare sector and ever higher healthcare spending in both the public and private sectors driving demand growth. While the Group is able to benefit from new lines commissioned at its latest and most advanced and efficient manufacturing plants, the Management team reckons that lean manufacturing processes is crucial for reaping full potential gain from all of its manufacturing plants.
Glove Division:
I) Natural Rubber Latex
While the downward trend in the natural rubber latex prices may help offset the upward pressure from other costs such as labour and energy costs, market participants would soon price in the lower raw material costs into average selling prices after a lag period.
II) Synthetic Nitrile Latex
Going forward, the industry hopes to see stability in the price of nitrile latex for ease of planning and operations. Nevertheless, the Company has pricing mechanisms in place to mitigate the adverse impact to profit margins during times of price volatility.
Contact Lens Division:
The Group is making progress in developing its contact lens business. Not only has it successfully set up its production operations over the last few years, but it is also seeing its efforts to procure the necessary certifications and approvals to produce and bring its products to market bear fruit. The Group will continue launching its products in the various overseas markets after obtaining the necessary approvals.
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James Ng
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