[转帖] 买手套股，伴你老 - 闲谈股市，理财篇 | I3investor

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[转帖] 买手套股，伴你老 - 闲谈股市，理财篇

Tan KW

Publish date: Mon, 25 Nov 2013, 11:06 AM

闲谈股市，理财篇

再谈supermax（ integrated glove manufacturing complex大计划）
续kossan，harta发布公司未来大蓝图
supermax也不甘示弱，宣布了integrated glove manufacturing complex未来发展计划

这片土地100acre
分2个phase发展
phase 1（2014-2018）=可生产108.5亿手套
phase 2（2019-2022）=可生产46.5亿手套
total GDV：RM10.5亿左右

目前supermax 年产量为178亿手套
在plant# 10 and #11 在meru 即将在2014年头运作
可生产 54亿件手套

从2013年 supermax年产量：178亿件手套
到2018年 supermax年产量：340.5亿手套（+91%)
5年glove production capacity CAGR：13%

目前买入，estimate 5年后future pe为：6.6左右
supermax未来成长，个人估计，五年内至少开一番

supermax在profit margin方面一直保持在10%左右
相信在新厂投入运作后，profit margin方面有望改善
毕竟公司努力推行*high efficiency automation *lines
可减少人工需求，保持supermax竞争力

～～~～～～～～～～～～～～～～～～～～～

同行简约：

*Kossan= 目前产量160亿件手套（计划2018年达到年产量320亿件手套）
Glove pcs/hours=35000pcs
主要是（代工）OEM

*harta=目前产量138亿件手套（NGC开工后，预计2021年达到年产量可达370亿件手套）
Glove pcs/hours=45000pcs
主要是（代工）OEM

*supermax=目前产量178亿件（2018年，年产量可达340亿件）
Glove pcs/hour=30000pcs
拥有自己的品牌 70%是OBM，30%是（代工）OEM

论短期，supermax在同行内算是低估
论长期，kossan，harta，supermax都值得持有

～～～～～～～～～
《手套股长期前景何在》

美国：人口3.1亿（人均医疗消费：7k美元）
欧洲：人口5亿（人均医疗消费：2k 美元）

中国：人口13亿（人均医疗消费：100美元）
印度：人口12亿（人均医疗消费：45美元）

目前大马手套业最大出口国为usa和europe
诺要成为最大手套出产商，必定要拿下中国和印度这块经济大蛋糕
而这两大国也将主导手套业未来成长方向

后语：买手套股，伴你老

共勉之

SUPERMX (7106)KOSSAN (7153)HARTA (5168)

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误导性高

2013-11-25 17:32

只是借用冷眼的标题“股票伴你老”。冷眼从沒写过此文章。这是星洲的理财篇。

2013-11-25 17:55

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