[SUPERMAX CORP BHD:第12工厂的建设继续稳步推进,一旦完工及生产线投产,新产能将大大提升集团的总产能,提升顶线和底线业绩,隐形眼镜通过在美国(www.aveovision.com)和马来西亚(www.aveovision.my)推出的网站,从批发分销,移动卡车到在线B2C销售,都采用了各种平台]
速柏玛的全球天然橡胶及丁腈橡胶手套销售收入为3.612亿令吉,较去年同期增加10.4%或3410万令吉。增加的原因是新的集团内的替代生产线。
EBITDA和PBT分别上涨9.5%和8.7%,原因是新更换生产线路的调试产量更高,效率更高。截至31.3.2019止年初至今9个月,集团录得收入11亿令吉较去年同期上升14.2%或1.383亿令吉,而PBT则达1.564亿令吉及PAT为RM1.097亿令吉,分别提高8.8%(1,270万令吉)及10.2%(1020万令吉)。
随着收入下降,Qoq,EBITDA和PBT分别下降8.4%和9.0%。
前景:
手套部门:
一次性手套的全球市场对于天然橡胶和腈类变体的需求仍然充满活力。需求放缓并没有持续,因为需求再次上升,受各种因素的推动,包括医疗保健意识上升和医疗改革要求其在医疗领域的使用,以及美容相关领域等其他非传统行业的消费增长和家庭使用。与去年同期相比,全球需求继续以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。速柏玛第12工厂的建设继续稳步推进,一旦完工及生产线投产,新产能将大大提升集团的总产能,提升顶线和底线业绩。
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。最初几年奠定了基础,建立了最先进的洁净室制造设施,组建了一支高技能专业人员团队,并开发了生产最高质量隐形眼镜的能力。然后,它热切地努力获得必要的许可和批准,使集团能够进入全球各个市场。凭借手中的许可证,速柏玛已逐步将其全球营销足迹扩展至越来越多的国家,包括美国和日本,这两个国家是隐形眼镜的全球最大市场。
获得许可证的过程不仅让它继续进入其他国家的市场,而且还获得批准其新开发的产品在现有市场和新市场中分销。该集团的复曲面透镜(用于矫正散光)最近已获批用于美国和日本市场。这证明了集团的制造能力以及所生产镜片的质量,因为这两个国家对医疗器械实施了非常严格的规定和标准。
随着集团的重点扩展到市场渗透,营销工作也得到了加强。到目前为止,已经通过在美国(www.aveovision.com)和马来西亚(www.aveovision.my)推出的网站,从批发分销,移动卡车到在线B2C销售,都采用了各种平台。
展望未来,速柏玛将继续致力于在更多国家获得更多产品的许可和批准;进一步扩大其产品范围,包括其他类型的镜片,如彩色镜片和由更新和更优质的材料制成的镜片;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 RM1.37 (dividend RM0.015) in 8 months 30 days, total return is 93.7%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 4 months 26 day, total return is 61.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 13 days, total return is 59.7%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 3 months 22 days, total return is 32.2%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 4 months 20 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.0825) in 6 months 28 day, total return is 23.4%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 14 days, total return is 23.1%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 14 days, total return is 17.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 24 day, total return is 13%
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
5月25日星期六:Hotel Sri Petaling, KL
6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru
6月23日星期日:AG Hotel Penang, George Town
2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡
5月26日星期日:Hotel Sri Petaling, KL 3份点心
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
3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡
6月9日星期日:Hotel Sri Petaling, KL 3份点心
6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心
6月22日星期六:AG Hotel Penang, George Town 4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/2254929048107170 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
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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
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[SUPERMAX CORP BHD: Construction of the Group's 12th plant continues to progress steadily and once completed and the production lines commissioned, the new capacity will provide a significant boost to the Group‟s total production capacity and lift both top-line and bottom-line performance, various platforms have been employed to sell contact lens, from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US (www.aveovision.com) and in Malaysia (www.aveovision.my) thus far]
The Group recorded total revenue of RM 361.2 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 10.4% or RM34.1 million compared to the corresponding period a year ago. The increase was attributed to the commissioning of the new replacement lines within the Group.
EBITDA and PBT were higher by 9.5% and 8.7% respectively as a result of the higher output and greater efficiency achieved from the commissioning of the new replacement lines. For the year-to-date 9 months ended 31.3.2019, Group Revenue of RM1.1 billion recorded was 14.2% or RM138.3 million higher compared to the corresponding period a year ago, while PBT of RM156.4 million and PAT of RM109.7 million were 8.8% (RM12.7 million) and 10.2% (RM10.2 million) higher respectively.
Qoq, EBITDA and PBT were lower by 8.4% and 9.0% respectively in tandem with the lower revenue.
Prospects:
Glove Division:
The global market for disposable gloves remains vibrant for both the natural rubber and nitrile variants. The slowdown in demand has not sustained as demand is again on the rise, driven by various factors including rising healthcare awareness and healthcare reforms mandating its use in the medical sectors as well rising consumption in other non-traditional sectors such as the beauty-related sectors and household-use. On a year-to-year basis, global demand continues to grow at a rate of 8 - 10%. These positive factors continue to augur well for the Company and the industry as a whole. Construction of the Group's 12th plant continues to progress steadily and once completed and the production lines commissioned, the new capacity will provide a significant boost to the Group‟s total production capacity and lift both top-line and bottom-line performance.
Contact Lens Division:
The Group continues to make progress in developing its contact lens business. The groundwork had been laid in the initial few years with the setting-up of a state-of-the-art clean room manufacturing facility, assembling a team of highly-skilled professionals and developing the capabilities to produce contact lenses of the highest quality. It has then worked fervently to procure the necessary licences and approvals which allows the Group access to various markets globally. With the licences in hand, the Group has gradually extended its global marketing footprint to more and more countries, including the US and Japan, which are the 2 largest markets in the world for contact lenses.
The process of securing licences continues not only to access the markets in other countries but also to obtain approval for its newly developed products to be distributed in both existing and new markets. The Group's toric lenses (for correction of astigmatism) have recently been approved for the US and Japanese markets. This is a testament to the Group‟s manufacturing capabilities as well as the quality of the lenses produced as these 2 countries impose very strict regulations and standards on medical devices.
Marketing efforts have also been stepped up as the Group's focus extends to market penetration. Various platforms have been employed from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US (www.aveovision.com) and in Malaysia (www.aveovision.my) thus far.
Going forward, the Group will continue to work on obtaining the licences and approvals for more of its products in more countries; further expanding its product range to include other types of lenses such as colour lenses and lenses made from newer and superior materials; 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 RM1.37 (dividend RM0.015) in 8 months 30 days, total return is 93.7%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 4 months 26 day, total return is 61.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 13 days, total return is 59.7%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 3 months 22 days, total return is 32.2%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 4 months 20 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.0825) in 6 months 28 day, total return is 23.4%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 14 days, total return is 23.1%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 14 days, total return is 17.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 24 day, total return is 13%
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/2254929048107170 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
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Created by James Ng | Sep 18, 2024