[SUPERMAX CORP BHD:全球需求继续以每年8-10%的速度增长,霹雳州重建工厂的商业生产于2018年7月开始,第12工厂的建设工程也已开始,于二零一八年十月,速柏玛亦于马来西亚本地推出其隐形眼镜品牌]
速柏玛的全球天然橡胶及丁腈橡胶手套销售收入为3.851亿令吉,较去年同期增加14.6%或4,920万令吉。增加的原因是其霹雳工厂新更换生产线的投产以及工厂#10&# 11的全季度贡献。 EBITDA上涨1.3%,PBT下跌5.7%。
年初至今(截至31.12.2018止6个月)速柏玛录得的收入为7.521亿令吉,较去年同期增加16%(增加1.042亿令吉),而PBT为1.07亿令吉及PAT为 7470万令吉,分别增加了8.8%(870万令吉)及14.2%(930万令吉)。
对比前一季度,集团的收入提高了4.9%或1,800万令吉,因为销售额增加,和美元兑马币走强。同时,EBITDA和PBT分别上涨3.7%和3.1%。改善的原因是销售额增加,新生产线效率提高以及汇率有利。
前景:
手套部门:
天然橡胶和腈类变体的手套在全球的市场仍然充满活力,受各种因素的推动,包括医疗保健意识的提高和医疗改革,要求其在医疗和其他非传统行业使用。全球需求继续以每年8-10%的速度增长。这些积极因素对公司和整个行业来说仍然是个好兆头。霹雳州重建工厂的商业生产于2018年7月开始。第12工厂的建设工程也已开始,并将在完成后进一步增加集团的生产能力。
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。它不仅成功地建立了生产运营,而且在通过大量努力获得各海外当局的必要认证和批准后,还将其产品推向更多的全球市场。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。于二零一八年十月,速柏玛亦于马来西亚本地推出其隐形眼镜品牌。 Aveo隐形眼镜可在 www.aveovision.my 上找到。展望未来,速柏玛将继续致力获取必要的产品牌照及批准;扩大其产品范围,包括其他类型的镜片,如复曲面和彩色镜片;并提高其全球产品的市场渗透率。
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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 RM0.905 (dividend RM0.007) in 6 months, total return is 27.6%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 28 days, total return is 27.5%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.20 in 1 month 21 days, total return is 24.4%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.955 in 7 months 13 days, total return is 20.1%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 3 months 30 days, total return is 20%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 15 day, total return is 18.8%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.30 (dividend RM0.035) in 2 months 26 days, total return is 5.1%
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。
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[SUPERMAX CORP BHD: global demand continues to grow at a rate of 8 – 10% p.a, commercial production at the rebuilt plant in Perak commenced in July 2018, construction works to build its 12th plant had also commenced, in October 2018, the Group had also launched its brand of contact lenses locally in Malaysia]
The Group recorded total revenue of RM 385.1 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 14.6% or RM49.2 million compared to the corresponding period a year ago. The increase was attributed to the commissioning of the new replacement lines at its Perak plant and full quarter contribution from Plant‟s #10 & #11. EBITDA was higher by 1.3% and PBT lower by 5.7%.
Year-to-date (6 months ended 31.12.2018) revenue of RM752.1 million recorded by the Group was 16% higher (by RM104.2 million) compared to a year ago, while PBT of RM107.0 million and PAT of RM74.7 million were 8.8% (RM8.7 million) and 14.2% (RM9.3 million) higher respectively.
On a preceding quarter basis, the Group‘s revenue was higher by 4.9% or RM18.0 million from increased sales and a stronger USD vs RM. Meanwhile, EBITDA and PBT were higher by 3.7% and 3.1% respectively. The improvement was attributed to higher sales recorded, improved efficiency from new production lines and favourable exchange rate.
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 and healthcare reforms mandating its use in the medical and other sectors non-traditional sectors. Global demand continues to grow at a rate of 8 – 10% p.a. These positive factors continue to augur well for the Company and the industry as a whole. Commercial production at the rebuilt plant in Perak commenced in July 2018. Construction works to build its 12th plant had also commenced and will further add to the Group's production capacity when completed.
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 but it is also bringing its products to more global markets following intensive efforts to secure the necessary certifications and approvals from the various overseas authorities. 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 its contact lenses to Japan, the second largest contact lens market in the world. In October 2018, the Group had also launched its brand of contact lenses locally in Malaysia. Aveo lenses are available at www.aveovision.my . Going forward, the Group will continue to work on obtaining the necessary product licences and approvals; expanding its product range to include other types of lenses such as toric and colour lenses; and increasing market penetration for its products globally.
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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 RM0.905 (dividend RM0.007) in 6 months, total return is 27.6%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 28 days, total return is 27.5%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.20 in 1 month 21 days, total return is 24.4%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.955 in 7 months 13 days, total return is 20.1%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 3 months 30 days, total return is 20%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 15 day, total return is 18.8%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.30 (dividend RM0.035) in 2 months 26 days, total return is 5.1%
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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James Ng
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Created by James Ng | Sep 18, 2024