[SUPERMAX CORP BHD：成功全面运作其两间最新工厂，并已逐步增加56亿件速柏玛的总装机容量，霹雳州重建工厂的商业生产于2018年7月18日开始，该工厂自2018年9月底开始全面投入运营，年产能为13.5亿只手套]

速柏玛的天然橡胶及丁腈橡胶手套的全球销售录得总收入为3.67亿令吉，较去年同期增加17.6％或5500万令吉。增加的主要原因是增加的产能来自2017年10月至12月季度在其2个最新工厂投产的剩余生产线。

盈利能力改善，EBITDA和PBT分别上升20.8％和29.6％。这一改善归因于额外产量的增加以及新高效率高容量生产线的运营效率提高;并包括因相应损失的保险索赔而获得的650万令吉的特别收益。

对比前一季度，集团的收入增加了11.4％或3760万令吉，因为销售额增加，美元兑马币也更强劲。同时，EBITDA和PBT大幅上涨78.8％和124.7％。这一改善归因于多种因素，包括销售额增加，运营效率提高带来的成本降低以及上一季度记录的一些特殊的一次性成本，这些成本在本季度未发生。如前所述，由于间接损失的保险索赔，本季度还录得650万令吉的特别收益。

前景：
手套部门：
天然橡胶和腈类变体的全球市场仍然充满活力，受到各种因素的推动，包括医疗保健意识的提高，医疗改革要求其在医疗和其他领域的使用，以及美容部门等非传统用户的消费增加（甚至是家庭用户）。这些积极因素对公司和整个行业来说仍然是个好兆头。

于上一财政年度第二季（二零一七年十月至十二月），速柏玛已成功全面运作其两间最新工厂，并已逐步增加56亿件速柏玛的总装机容量。去年，它也开始了重建和从位于霹雳州的工厂开始的更换计划旨在从现有地点提取更高的产量。新的产能和提高的效率将提升底线和顶线。

霹雳州重建工厂的商业生产于2018年7月18日开始。该工厂自2018年9月底开始全面投入运营，年产能为13.5亿只手套。该集团还通过收购位于巴生Meru的现有工厂集群背后的一块土地，扩大了土地储备，以扩大产能。建设工程于二零一八年六月开始在这块土地上兴建第十二间工厂，并将在2019年第三季完成第一座（即A座）后，进一步增加集团的产能。

隐形眼镜部门：
速柏玛继续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建立了生产运营，而且还看到其努力获得必要的认证和批准，以生产和使其产品上市。值得注意的是，该集团能够满足日本医疗器械管理局的严格要求，并于2018年6月成功获得了将隐形眼镜出口到世界第二大隐形眼镜市场日本的产品许可证。

第一批隐形眼镜最近于2018年8月25日运往日本。展望未来，速柏玛将继续致力获取必要的产品许可证及批准，扩大其产品范围及增加其产品的全球市场渗透率。本月早些时候，集团还在马来西亚本地推出了隐形眼镜品牌，进一步扩大了其营销足迹。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.84 in 3 months 21 day, total return is 17.5%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 5 months 2 days, total return is 15.7%

3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 in 1 month 19 days, total return is 11.6%

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

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James Ng
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[SUPERMAX CORP BHD: fully commission its 2 newest plants, which had gradually added 5.6 billion pieces to the Group's total installed capacity, commercial production at the rebuilt plant in Perak commenced on 18 July 2018, the plant is fully operational since end-September 2018 with annual production capacity of 1.35 billion gloves]

The Group recorded total revenue of RM 367.0 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 17.6% or RM55.0 million compared to the corresponding period a year ago. The increase was mainly on account of the added capacity from the remaining lines that were commissioned at its 2 newest plants in the October-December 2017 quarter.

Profitability improved with EBITDA and PBT rising by 20.8% and 29.6% respectively. The improvement was attributed to increased sales from the additional production output as well as improved operational efficiency from the new high efficiency high capacity lines commissioned; and included an extraordinary gain of RM6.5 million from an insurance claim for consequential loss.

On a preceding quarter basis, the Group's revenue was higher by 11.4% or RM37.6 million from increased sales and a stronger USD vs RM. Meanwhile, EBITDA and PBT rose sharply by 78.8% and 124.7%. The improvement was attributed to a combination of factors including higher sales recorded, decreased costs from improved operational efficiency and some extraordinary one-off costs recorded in the preceding quarter which were not incurred in the current quarter. As mentioned earlier, there was also an extraordinary gain of RM6.5 million recorded in the current quarter arising from an insurance claim for consequential loss.

Prospects:
Glove Division:
The global market for disposable gloves remains vibrant for both the natural rubber and nitrile variants, driven by various factors including rising healthcare awareness, healthcare reforms mandating its use in the medical and other sectors, and rising consumption from by nontraditional users such as the beauty sector and even household users. These positive factors continue to augur well for the Company and the industry as a whole.

In the 2nd quarter of last financial year (October – December 2017), the Group had managed to fully commission its 2 newest plants, which had gradually added 5.6 billion pieces to the Group's total installed capacity. Last year, it had also embarked on a Rebuilding & Replacement programme, starting at its plant in Perak, aimed at extracting higher production output from existing locations. The new capacity and improved efficiency would provide a boost to both the bottom and top lines.

Commercial production at the rebuilt plant in Perak commenced on 18 July 2018. The plant is fully operational since end-September 2018 with annual production capacity of 1.35 billion gloves. The Group had also expanded its land bank for purposes of capacity expansion by acquiring a piece of land behind its existing cluster of plants in Meru, Klang. Construction works to build its 12th plant on this plot of land started in June 2018 and will further add to the Group's production capacity when its 1st block, i.e. Block A, is completed in the 3rd quarter of 2019.

Contact Lens Division:
The Group continues to make 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. Notably, the Group was able to meet the very stringent requirements of the Japanese medical device authority and had in June 2018 successfully obtained the product license to export contact lenses to Japan, the second largest contact lens market in the world.

The first batch of contact lenses were recently shipped to Japan on 25 August 2018. Going forward, the Group will continue to work on obtaining the necessary product licences and approvals, expanding its product range and increasing market penetration for its products globally. Earlier this month, the Group had also launched its brand of contact lenses locally in Malaysia, further expanding its marketing footprint.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.84 in 3 months 21 day, total return is 17.5%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 5 months 2 days, total return is 15.7%

3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 in 1 month 19 days, total return is 11.6%

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/

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Final decision is always yours, thank you.

James Ng