[SUPERMAX CORP BHD：在12号工厂之后进行下一阶段的产能增长，并已在巴生Meru收购了一块土地，计划在该地建设13号，14号和15号工厂，在未来5年内产能将增长60％以上，每年将超过440亿件]
1Q20 vs 1Q19:
集团在全球天然橡胶和丁腈橡胶手套的销售总收入达3亿6990万令吉，比去年同期增加290万令吉，增幅为0.8％。
1Q20 vs 4Q19：
EBITDA和PBT分别增长了45.8％和100.3％。此后，胶乳价格在本季度回落了约8％。
前景：
手套部：
天然橡胶和丁腈橡胶制成的一次性手套的整体全球市场仍然强劲。速柏玛将继续通过各种举措专注于提高效率，包括其旧工厂的更换和重建计划以及最新的第12号工厂的持续建设。速柏玛处于有利位置，可以利用有望继续增长的全球需求。由于美国与中国之间持续的贸易战，美国手套买家将其订单转移到中国以外，因此对美国市场的销售额预计将增长。
集团还希望在12号工厂之后进行下一阶段的产能增长，并已在巴生Meru收购了一块土地，计划在该地建设13号，14号和15号工厂，在未来5年内产能将增长60％以上，每年将超过440亿件。
隐形眼镜部：
速柏玛在发展隐形眼镜业务方面继续取得进展。最初的几年奠定了基础，建立了最先进的无尘室生产设施，组建了一支高技能的专业人员团队，并开发了生产最高品质隐形眼镜的能力。然后，它努力工作以获取必要的许可和批准，从而使速柏玛能够进入全球各个市场。有了许可证，速柏玛已逐步将其全球营销足迹扩展到越来越多的国家，包括美国和日本，这两个国家是隐形眼镜的全球最大市场。
获得许可证后，不仅将继续进入其他国家/地区的市场，而且还获得了其新开发的产品的许可，该产品将在现有市场和新市场中发行。该集团的复曲面镜片（用于矫正散光）已于今年年初在美国和日本市场获得批准。这证明了集团的制造能力以及所生产镜片的质量，这是因为这两个国家对医疗器械施加了非常严格的法规和标准。
随着集团的重点扩展到市场渗透，营销工作也得到了加强。通过在美国开设的网站（www.aveovision.com），在马来西亚开设的网站（www.aveovision.my），最近在英国的网站（www.aveovision.co.uk），批发分销从移动卡车到在线B2C销售都使用了各种平台。
展望未来，速柏玛将继续努力在更多国家获得更多产品的许可和批准；进一步扩大其产品范围，以包括其他类型的镜片，例如彩色镜片；并提高其产品在全球的市场渗透率，以充分利用其产能。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.98 (dividend RM0.025) in 1 year 3 months 17 days, total return is 180.4%
b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.945 in 3 months 4 days, total return is 107.7%
c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.14 in 10 months 9 days, total return is 98.3%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 4 months 28 days, total return is 87.4%
e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.42 (dividends RM0.083) in 1 Year 1 month 22 days, total return is 57.4%
f) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 in 11 months 13 days, total return is 51.3%
g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.51 (dividend RM0.01) in 5 months 27 days, total return is 50.9%
h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 11 months 6 days, total return is 37.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 1 Year 11 days, total return is 37%
j) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.18 in 4 months 29 days, total return is 31.1%
k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 (dividend RM0.22) in 1 Year 1 month 15 days, total return is 23.3%
l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.28 in 5 months 27 days, total return is 23.1%
m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.70 (dividend RM0.05) in 8 months 5 days, total return is 12.9%
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.36 (dividends RM0.111) in 1 Year 3 months 29 days, total return is 12.9%
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页面与我联系。
1)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
12月22日星期日：AG Hotel Penang, George Town 2份点心
12月29日星期日：Hotel Sri Petaling, KL 3份点心
2020年2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心
2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
12月21日星期六：AG Hotel Penang, George Town
12月28日星期六：Hotel Sri Petaling, KL
2020年2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru
3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
12月20日星期五：AG Hotel Penang, George Town 2份点心
12月27日星期五：Hotel Sri Petaling, KL 3份点心
2020年2月21日星期五：Silka Johor Bahru Hotel, Johor Bahru 7份点心
有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043
Facebook Group: https://www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw
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这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[SUPERMAX CORP BHD: The Group is also looking beyond Plant #12 for its next phase of capacity growth and has acquired a piece of land in Meru, Klang on which it plans to build Plants #13, #14 and #15 that will see capacity grow over 60% to more than 44 billion pieces per annum over the next 5 years]
1Q20 vs 1Q19:
The Group recorded total revenue of RM 369.9 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 0.8% or RM 2.9 million compared to the corresponding period a year ago.
1Q20 vs 4Q19:
EBITDA and PBT were higher by 45.8% and 100.3% respectively. Rubber latex prices have since eased back by about 8% in the current quarter.
Prospects:
Glove Division:
The overall global market place remains robust for disposable gloves, for both the natural rubber and nitrile variants. The Group will continue to focus on driving efficiency through various initiatives including its replacement and rebuilding programme for its older plants as well as the on-going construction of its latest Plant #12. The Group is well positioned to capitalise on global demand that is expected to continue growing. Sales to US markets are expected to grow as US glove buyers divert their orders away from China as a result of the ongoing US-China trade war.
The Group is also looking beyond Plant #12 for its next phase of capacity growth and has acquired a piece of land in Meru, Klang on which it plans to build Plants #13, #14 and #15 that will see capacity grow over 60% to more than 44 billion pieces per annum over the next 5 years.
Contact Lens Division:
The Group continues to make progress in developing its contact lens business. The groundwork had been laid in the initial few years with the setting-up of a state-of-the-art clean room manufacturing facility, assembling a team of highly-skilled professionals and developing the capabilities to produce contact lenses of the highest quality. It has then worked fervently to procure the necessary licences and approvals which allows the Group access to various markets globally. With the licences in hand, the Group has gradually extended its global marketing footprint to more and more countries, including the US and Japan, which are the 2 largest markets in the world for contact lenses.
The process of securing licences continues not only to access the markets in other countries but also to obtain approval for its newly developed products to be distributed in both existing and new markets. The Group‟s toric lenses (for correction of astigmatism) have been approved for the US and Japanese markets earlier this year. This is a testament to the Group‟s manufacturing capabilities as well as the quality of the lenses produced as these 2 countries impose very strict regulations and standards on medical devices.
Marketing efforts have also been stepped up as the Group‟s focus extends to market penetration. Various platforms have been employed from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US (www.aveovision.com), in Malaysia (www.aveovision.my) and more recently also in the UK (www.aveovision.co.uk).
Going forward, the Group will continue to work on obtaining the licences and approvals for more of its products in more countries; further expanding its product range to include other types of lenses such as colour lenses; and increasing market penetration for its products globally in order to fully utilise its capacity.
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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.
This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.
James Ng
