[SUPERMAX CORP BHD，全球对天然橡胶和丁腈手套的需求依然强劲]
9MFY18母公司股份持有者占全面收入总额从7,380万令吉增加至8,010万令吉，同比增长8.5％。营收从8.14亿令吉增加到9.75亿令吉，同比增长19.8％。
本季度，速柏玛全球销售天然橡胶和丁腈橡胶手套的总收入达到3.271亿马币。与去年同期相比，这增加了6.1％或1880万令吉。就盈利能力而言，速柏玛分别录得EBITDA及PBT利润率分别为18.0％及13.9％。尽管美元兑马币下跌，但由于手套需求强劲及产量增加，速柏玛设法增加销售收入。随着更高的收入记录，更高的生产能力以及更高的运营效率，盈利能力得到了改善。
前景：
手套部门：
全球对天然橡胶和丁腈手套的需求依然强劲，医疗保健意识持续上升，医疗行业监管不断加强，公共和私营部门的医疗保健支出不断增加，推动需求增长。这些积极因素对公司和整个行业来说都是好兆头。
虽然速柏玛能够受益于第10＆ #11工厂委托的新生产线，其最新和最先进高效的制造工厂已逐渐为速柏玛的总装机容量增加56亿件，并已着手于重建和更新计划旨在恢复老旧的工厂，从这些工厂中提取更高的产量。预计完成后，其年产能将净增38亿件。
除提高效率外，速柏玛还通过收购位于Meru, Klang的现有工厂群附近的一块占地约5英亩的土地来扩大其土地储备以扩大产能。速柏玛计划在这片土地上兴建第12座工厂。该工厂将为速柏玛的年产能增加22亿件。
对于上述扩张计划，速柏玛预计未来两年将投入3.33亿马币的资本支出，将使年度总装机容量增加至272亿件。
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。它不仅在过去几年中成功地开展了生产运营，而且还看到其努力获得必要的认证和批准，以生产并将其产品推向市场。在获得必要的批准后，速柏玛将继续在各个海外市场推出其产品。
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James Ng
9MFY18 total comprehensive income attributable to owners of the parent increased from RM73.8m to RM80.1m, YoY+8.5%. Revenue increased from RM814m to RM975m, YoY+19.8%.
Current quarter, the Group recorded total revenue of RM 327.1 million from global sales of its natural rubber and nitrile rubber gloves. This was an increase of 6.1% or RM18.8 million compared to the corresponding quarter a year ago. In terms of profitability, the Group recorded EBITDA and PBT margins of 18.0% and 13.9% respectively. Despite the weaker USD vs MYR, the Group managed to increase its sales revenue on the back of strong demand for gloves and higher output recorded. Profitability has improved in line with the higher revenue recorded, higher production capacity and also improved operational efficiency.
Prospects:
Glove Division:
Global demand for both natural rubber and nitrile gloves remains strong with healthcare awareness continuing to rise, increasing regulation of the healthcare sector and ever higher healthcare spending in both the public and private sectors driving demand growth. These positive factors continue to augur well for the Company and the industry as a whole.
While the Group is able to benefit from new lines commissioned at Plants #10 & #11, its latest and most advanced and efficient manufacturing plants which have gradually added 5.6 billion pieces to the Group‟s total installed capacity, it has also embarked on a Rebuilding & Replacement programme aimed at reviving its older plants to extract higher production output from these plants. It expects to garner a net increase of 3.8 billion pieces to total annual capacity when completed.
In addition to improving efficiency, the Group has also expanded its land bank for purposes of capacity expansion by acquiring a piece of land measuring about 5 acres close to its existing cluster of plants in Meru, Klang. The Group plans to build its 12th plant on this plot of land. This plant will add a further 2.2 billion pieces to the Group‟s annual production capacity.
For the above expansion plans, the Group expects to invest RM333.0 million in capital expenditure over the next 2 years which will increase total annual installed capacity to 27.2 billion pieces.
Contact Lens Division:
The Group continues to make progress in developing its contact lens business. Not only has it successfully set up its production operations over the last few years, but it is also seeing its efforts to procure the necessary certifications and approvals to produce and bring its products to market bear fruit. The Group will continue launching its products in the various overseas markets after obtaining the necessary approvals.
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James Ng
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