南洋行家论股
速柏玛 浮现增持机会
目标价：3.58令吉
最新进展：
速柏玛（SUPERMX，7106，主板保健股）截至9月底财年首季，净赚3594万2000令吉，按年涨28.82%，上财年同季为2790万1000令吉。
当季营业额报3亿6705万2000令吉，起17.64%。
行家建议：
首季净利符合预期，分别占我们与同行全年预估的22.3%和27.5%。
我们预计，速柏玛需要为隐形眼镜业务拨出大笔开销，包括取得商业认证和批准，以及营销活动。
该公司计划改造两座现有的手套厂房，另增设两座新工厂，预计现财年就可投产，有望每年增产60亿只手套，后年产量可达293亿只。
如此一来，预计未来净利更强劲，我们暂时维持财测不变。
根据2019财年14倍的预估本益比计算，目标价是3.58令吉，符合3年历史平均本益比水平。
因上个季度表现惨淡，速柏玛股价迄今已下跌21%，是增持的机会，评级从“中和”上修至“买入”。
http://www.enanyang.my/news/20181108/速柏玛br-浮现增持机会/
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