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 [SUPERMAX CORP BHD,手套的需求充满活力,已运作10号及11号工厂(增加56亿件的产量),太平G座重建的工厂的生产已于2018年7月18日开始]

在全年的基础上,集团的收入增长了15.7%,主要是因为其2个最新工厂(即10号和11号工厂)的产能增加。盈利能力也较高,EBITDA和PBT利润率分别从上一财政年度的14.2%和9.6%上升至17.0%和12.8%。

比起上一季度,集团的收入增长了0.7%或240万令吉。

前景:
手套部门:
天然橡胶和腈类变体的手套在全球市场的需求仍然充满活力,受到各种因素的推动,包括医疗保健意识的提高,医疗改革(要求其在医疗和其他领域的使用),以及非传统用户(如美容行业)甚至是家庭用户的消费增加。这些积极因素对公司和整个行业来说仍然是个好兆头。

于这财政年度,速柏玛已设法全面运作其2个最新工厂,即10号及11号工厂,已逐步增加56亿件速柏玛的总装机容量。它还开始了重建和更换工作,旨在从现有工厂提取更高产量的计划。新的产能和提高的效率将提升利润和收入。

太平G座重建的工厂的商业生产已于2018年7月18日开始。该工厂预计将于2018年9月底全面投入运营,年产能为13.5亿只手套。该集团还通过收购位于巴生Meru的现有工厂集群背后的一块土地,扩大了土地储备,以扩大产能。在这块土地上建造第12座工厂的建筑工程已于2018年6月开始,并将在2019年下半年完成后进一步增加集团的产能。

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建立了生产运营,而且还能看到其努力获得必要的认证和批准,以生产和使其产品上市。值得注意的是,该集团能够满足日本医疗器械管理局的严格要求,并于2018年6月成功获得了将隐形眼镜出口到世界第二大隐形眼镜市场日本的产品许可证。

第一批隐形眼镜最近于2018年8月25日运往日本。展望未来,速柏玛将继续致力获取必要的产品许可证及批准,扩大其产品范围及增加其产品的全球市场渗透率。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.82 in 1 month 22 days, total return is 30%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.86 in 18 days, total return is 20.3%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 1 month 29 days, total return is 10.1%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.98 in 4 days, total return (including dividend RM0.015) is 4.5%

5) MATRIX (MATRIX CONCEPTS HOLDINGS BHD), recommended on 22 Jul 18, initial price was RM2.04, rose to RM2.11 in 1 month 8 days, total return is 3.4%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 https://klse.i3investor.com/blogs/general/170872.jsp 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

如果您想加入我的WhatsApp小组(里面不会有James Ng的stock pick),请PM或给我发送您的手机号码。

最终决定永远是你的,谢谢。

James Ng
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[SUPERMAX CORP BHD, market for gloves remains vibrant, fully commission Plants #10 & #11 (added 5.6 billion pieces to capacity), production at the rebuilt plant of Block G, Taiping plant has commenced on 18 July 2018]

On a full year basis, the Group's revenue has risen by 15.7% mainly on the back of the capacity increase from its 2 newest plants, i.e. Plants #10 and #11. Profitability was also higher with EBITDA and PBT margins rising to 17.0% and 12.8% respectively from 14.2% and 9.6% during the previous financial year.

On a preceding quarter basis, the Group's revenue was higher by 0.7% or RM2.4 million.

Prospects:
Glove Division:
The global market for disposable gloves remains vibrant for both the natural rubber and nitrile variants, driven by various factors including rising healthcare awareness, healthcare reforms mandating its use in the medical and other sectors, and rising consumption from by nontraditional users such as the beauty sector and even household users. These positive factors continue to augur well for the Company and the industry as a whole.

During the financial year under review, the Group had managed to fully commission its 2 newest plants, i.e. Plants #10 & #11, 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 extracting higher production output from existing locations. The new capacity and improved efficiency will provide a boost to both the bottom and top lines.

Commercial production at the rebuilt plant of Block G, Taiping plant has commenced on 18 July 2018. The plant is expected to be fully operational by end-September 2018 with annual production capacity of 1.35 billion gloves. The Group had also expanded its land bank for purposes of capacity expansion by acquiring a piece of land behind its existing cluster of plants in Meru, Klang. Construction works to build its 12th plant on this plot of land have already started in June 2018 and will further add to the Group's production capacity when completed in the 2nd half of 2019.

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. Notably, the Group was able to meet the very stringent requirements of the Japanese medical device authority and had in June 2018 successfully obtained the product license to export contact lenses to Japan, the second largest contact lens market in the world.

The first batch of contact lenses were recently shipped to Japan on 25 August 2018. Going forward, the Group will continue to work on obtaining the necessary product licences and approvals, expanding its product range and increasing market penetration for its products globally.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.82 in 1 month 22 days, total return is 30%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.86 in 18 days, total return is 20.3%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 1 month 29 days, total return is 10.1%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.98 in 4 days, total return (including dividend RM0.015) is 4.5%

5) MATRIX (MATRIX CONCEPTS HOLDINGS BHD), recommended on 22 Jul 18, initial price was RM2.04, rose to RM2.11 in 1 month 8 days, total return is 3.4%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.



I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/170872.jsp by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

If you want to join my WhatsApp group (there will be no James Ng's stock pick inside), please PM or email me your handphone number.

Final decision is always yours, thank you.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2108236736109736
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