7106 supermax 速伯玛 Rm 2.37 进场,丰衣足食.---
原因--
2)Insider Asia’s Stock Pick: Supermax Corp
Supermax corp bhd
We had previously highlighted the gloves industry as one of the beneficiaries, as countries struggle to contain the spread of Ebola (refer to The Edge Financial Daily dated October 15, 2014). Demand for protective gear including gloves will rise substantially should the outbreak turns into a global epidemic. Our first pick was Kossan Rubber Industries ( Financial Dashboard), whose share price has since risen by 4.6%.
Trading at a PE ratio of 13.5 times, Supermax is another value proposition for investors looking for an exposure in this sector. As a comparison, Kossan and Top Glove are currently trading at PE multiples of 20.1 times and 17.2 times, respectively.
Supermax is one of the world’s largest rubber gloves makers. Production capacity for nitrile gloves will surge by 127.8% to 12.3 billion pieces per annum by end-2014. Once commissioned, nitrile gloves will form 53% of its total installed capacity. The balance comes from natural rubber gloves.
More expansions are on the drawing board, spanning the next 10 years. This includes the Glove City Project, consisting of 6 manufacturing plants with an installed capacity of 4.1 billion pieces each. Construction is targeted to start in 2015. Additionally, the proposed 100-acre Supermax Business Park will house its Integrated Glove Manufacturing Complex (IGMC) to produce nitrile gloves. The company plans to invest RM700-750 million to build 40 production lines over two phases with total production capacity of 15.5 billion pieces per year.
Supermax has fairly decent fundamentals. The company’s ROE averaged 14.4% for the past three years, while net gearing declined from 29.4% to 17.3% during the same period. Plus, profit margin should improve once the about-to-be completed additional capacity for higher-value nitrile gloves comes onstream.
The company has a minimum 30% dividend payout policy. Dividends totalled 5 sen per share in 2013, translating into a net yield of 2.2%.
3) 美国出新招来对付ebola,其中手套要穿两个。
1. Gloves
ORIGINAL C.D.C. GUIDANCE The gloves come off first. The rest of the disrobing process can be done with bare hands. A bare hand can safely pull off a glove by slipping it under the wristband.
THE HOSPITALSWorkers at some hospitals use two pairs of gloves so that the inner pair remains on during the disrobing process.
http://www.nytimes.com/interactive/2014/10/15/us/changes-to-ebola-protection-worn-by-us-hospital-workers.html?_r=1
4)转自mesoon兄--http://mesoon79.blogspot.com/2013/10/supermax.html
5)http://news.yahoo.com/ebola-infection-rate-could-reach-10-000-week-180517151.html
6) 伊波拉疫情扩散 手套股逆市攀高 财经新闻 财经 2014-10-14 08:34
（吉隆坡13日讯）伊波拉病毒扩展至欧美引发全球关注，或再推高胶手套需求，因而激励手套股今日继续扬升。
手套股今日表现活跃，并以高产尼品工业（KOSSAN，7153，主板工业产品股）和速柏玛（SUPERMX，7106，主板工业产品股）领涨。
闭市时，高产尼品工业以4.52令吉报收，上扬17仙或4%，交易量有281万4700万股；速柏玛则报2.36令吉，全日上扬6仙或2.61%，共有486万5300股易手。
尽管如此，达证券分析员认为手套股上扬，或是技术回弹。
“上周手套股表现逊色，所以现在回弹是合理的。我不认为，美国发现伊波拉传染病例是推高股价的主因。”
他说，虽伊波拉病毒引起全球关注，但不及2011年的非典病毒严重，所以手套需求料不会显著增加。
国内其他主他主要业者，还包括顶级手套（TOPGLOV，7113，主板工业产品股），上扬5仙或1.04%，写4.88令吉，成交量23万8100股；贺特佳（HARTA，5168，主板工业产品股）则跌7仙或1.01%，报6.83令吉，全日26万4500股易手。
7)財政預算案迴響．預算案數獎掖 加強橡膠業競爭力
＊拿督斯里鄭金森 速柏瑪（SUPERMX，7106，主要板工業）董事經理
我為政府終于意識到橡膠製品業務的重要性，感到高興。
膠手套領域正走向下一個精彩成長階段，包括自動化生產。預算案提及的數項獎掖計劃，將加速加強我國膠手套和其他橡膠產品生產商的全球競爭力。
第一、為推廣新市場撥款3億令吉。這確實可協助膠手套領域進軍新市場，希望能為出口商有效實施推廣新市場計劃；
第二、資本遞減改善自動化勞動工業。自動化資本遞減的首要400萬令吉的200%太低，對橡膠製品並不足夠，尤其膠手套領域，冀政府實施200%自動化資本遞減，用在自動化生產，而不是為自動化資本遞減設頂限。
另外，預算案注重在發展人力資本與企業家。大馬大量人才流出國之一，我國企業與公司面對的最大挑戰仍然是人才流失，希望政策制定者可實施，應對人才流失的政策。
8)美元走高对公司有利,个人给予目标价Rm2.80.
余光成浅谈投资
http://kongsenger.blogspot.com
原因--
2)Insider Asia’s Stock Pick: Supermax Corp
Supermax corp bhd
We had previously highlighted the gloves industry as one of the beneficiaries, as countries struggle to contain the spread of Ebola (refer to The Edge Financial Daily dated October 15, 2014). Demand for protective gear including gloves will rise substantially should the outbreak turns into a global epidemic. Our first pick was Kossan Rubber Industries ( Financial Dashboard), whose share price has since risen by 4.6%.
Trading at a PE ratio of 13.5 times, Supermax is another value proposition for investors looking for an exposure in this sector. As a comparison, Kossan and Top Glove are currently trading at PE multiples of 20.1 times and 17.2 times, respectively.
Supermax is one of the world’s largest rubber gloves makers. Production capacity for nitrile gloves will surge by 127.8% to 12.3 billion pieces per annum by end-2014. Once commissioned, nitrile gloves will form 53% of its total installed capacity. The balance comes from natural rubber gloves.
More expansions are on the drawing board, spanning the next 10 years. This includes the Glove City Project, consisting of 6 manufacturing plants with an installed capacity of 4.1 billion pieces each. Construction is targeted to start in 2015. Additionally, the proposed 100-acre Supermax Business Park will house its Integrated Glove Manufacturing Complex (IGMC) to produce nitrile gloves. The company plans to invest RM700-750 million to build 40 production lines over two phases with total production capacity of 15.5 billion pieces per year.
Supermax has fairly decent fundamentals. The company’s ROE averaged 14.4% for the past three years, while net gearing declined from 29.4% to 17.3% during the same period. Plus, profit margin should improve once the about-to-be completed additional capacity for higher-value nitrile gloves comes onstream.
The company has a minimum 30% dividend payout policy. Dividends totalled 5 sen per share in 2013, translating into a net yield of 2.2%.
3) 美国出新招来对付ebola,其中手套要穿两个。
1. Gloves
ORIGINAL C.D.C. GUIDANCE The gloves come off first. The rest of the disrobing process can be done with bare hands. A bare hand can safely pull off a glove by slipping it under the wristband.
THE HOSPITALSWorkers at some hospitals use two pairs of gloves so that the inner pair remains on during the disrobing process.
http://www.nytimes.com/interactive/2014/10/15/us/changes-to-ebola-protection-worn-by-us-hospital-workers.html?_r=1
4)转自mesoon兄--http://mesoon79.blogspot.com/2013/10/supermax.html
5)http://news.yahoo.com/ebola-infection-rate-could-reach-10-000-week-180517151.html
6) 伊波拉疫情扩散 手套股逆市攀高 财经新闻 财经 2014-10-14 08:34
（吉隆坡13日讯）伊波拉病毒扩展至欧美引发全球关注，或再推高胶手套需求，因而激励手套股今日继续扬升。
手套股今日表现活跃，并以高产尼品工业（KOSSAN，7153，主板工业产品股）和速柏玛（SUPERMX，7106，主板工业产品股）领涨。
闭市时，高产尼品工业以4.52令吉报收，上扬17仙或4%，交易量有281万4700万股；速柏玛则报2.36令吉，全日上扬6仙或2.61%，共有486万5300股易手。
尽管如此，达证券分析员认为手套股上扬，或是技术回弹。
“上周手套股表现逊色，所以现在回弹是合理的。我不认为，美国发现伊波拉传染病例是推高股价的主因。”
他说，虽伊波拉病毒引起全球关注，但不及2011年的非典病毒严重，所以手套需求料不会显著增加。
国内其他主他主要业者，还包括顶级手套（TOPGLOV，7113，主板工业产品股），上扬5仙或1.04%，写4.88令吉，成交量23万8100股；贺特佳（HARTA，5168，主板工业产品股）则跌7仙或1.01%，报6.83令吉，全日26万4500股易手。
7)財政預算案迴響．預算案數獎掖 加強橡膠業競爭力
＊拿督斯里鄭金森 速柏瑪（SUPERMX，7106，主要板工業）董事經理
我為政府終于意識到橡膠製品業務的重要性，感到高興。
膠手套領域正走向下一個精彩成長階段，包括自動化生產。預算案提及的數項獎掖計劃，將加速加強我國膠手套和其他橡膠產品生產商的全球競爭力。
第一、為推廣新市場撥款3億令吉。這確實可協助膠手套領域進軍新市場，希望能為出口商有效實施推廣新市場計劃；
第二、資本遞減改善自動化勞動工業。自動化資本遞減的首要400萬令吉的200%太低，對橡膠製品並不足夠，尤其膠手套領域，冀政府實施200%自動化資本遞減，用在自動化生產，而不是為自動化資本遞減設頂限。
另外，預算案注重在發展人力資本與企業家。大馬大量人才流出國之一，我國企業與公司面對的最大挑戰仍然是人才流失，希望政策制定者可實施，應對人才流失的政策。
8)美元走高对公司有利,个人给予目标价Rm2.80.
余光成浅谈投资
http://kongsenger.blogspot.com
