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[转贴] 优质化学股 # Luxchem (5143) - Stock Catchers
Monday, 11 January 2016
Luxchem在2008年上市，主要业务为生产不饱和聚酯树脂（Unsaturated Polyester Resins）和进出口工业化学产品。本地市场占营业额约75%，剩余25%则出口到海外，略受惠于强势美元。
公司过往的业绩都持续平稳，营业额与净利既没有大增，也没有大亏，表现可圈可点。由于不饱和聚酯树脂（Unsaturated Polyester Resins）的用途相当广泛，其产品可应用于电子，房屋，航空，体育，建筑，船运以及汽车等行业，这促使该产品需求保持一定的平稳性。
根据网上所搜寻到的资料，生产这不饱和聚酯树脂的成本和原油价格息息相关。如今该公司净利赚幅提升，相信是受惠于低迷不振的原油价格。 Stock Catchers 不排除这将会是公司在2016年成长的催化剂。
根据网上所搜寻到的资料，生产这不饱和聚酯树脂的成本和原油价格息息相关。如今该公司净利赚幅提升，相信是受惠于低迷不振的原油价格。 Stock Catchers 不排除这将会是公司在2016年成长的催化剂。
至于工业化学产品，公司所行销的产品种类实在多不胜数，但最吸引Stock Catchers的则是合成橡胶（synthetic rubber）。需要这合成橡胶（synthetic rubber）的大多数都是手套制造商，因为这是用来制造丁晴手套的必须原料。
透过The Star 的一篇访问，了解到丁晴手套其实比乳胶手套有更好的赚幅，促使许多手套商家如TopGlove 及 Supermax 纷纷专注于扩展制造丁晴手套。身为手套股的供应商 Luxchem, Stock Catchers 相信接下来的业绩也可以从手套趋势沾到光。
至于Luxchem 的基本面，该公司稳定增长的现金流及股息已说明一切。以目前的价格，本益比为15.69，低于其他化学股如SamChem 和 Pchem, 本益比为15.8 及23。其估值正处于合理价位，适于长期投资。技术图方面也显示出Luxchem有短期操作价值，可把止损位设于RM1.67，RM1.60，目标价 RM2.20。
http://klsecatcher.blogspot.my/2016/01/luxchem-5143.html
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Discussions
3 people like this. Showing 4 of 4 comments
the article missed the most important point,ie, Luxchem is now venturing into Vietnam and Indonesia, the two markets could bring in greater success in future profitablity
2016-01-13 11:12
Yes Luxchem is venturing to Vietnam which will benefit from TPPA and expand its business profile and profit segment.
2016-01-19 19:46
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
benson911
Luxchem hopefully will perform with current low oil price and stronger USD.
2016-01-12 14:45