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 [KOSSAN RUBBER INDUSTRIES BHD:销量增加]

1Q20 vs 1Q19:
截至2020年3月31日的第一季,高产柅品工业的收入增加了8.90%,至6.1147亿令吉,相比之下,1Q19为5.6147亿令吉。税前盈利(PBT)增长9.93%至8253万令吉,相比去年同期为7508万令吉。

Gloves部门的收入从1Q19的4.9599亿令吉增加了10.31%,1Q20增至5.4825亿令吉,而PBT则从去年同期的6796万令吉增长了13.49%至7713万令吉。业绩改善主要归因于与1Q19相比销量增加(+ 7.4%)。

TRPs部门的PBT减少49.27%至346万令吉,而一年前为681万令吉。

Cleanroom部门在1Q20录得收入和PBT分别为2,453万令吉和184万令吉,而19Q1则为1,711万令吉和58万令吉。

1Q20 vs 4Q19:
集团在1Q20录得6亿1147万令吉的收入,较上一季度的5亿7835万令吉增加了5.73%。 PBT从4Q19的7,228万令吉增加14.19%至8,253万令吉。业绩主要归因于手套部门的改善。

手套部门在1Q20录得收入5.4825亿令吉,较4Q19的5.1203亿令吉增长7.07%。 PBT在1Q20上升16.82%至7713万令吉,相比前一季为6602万令吉。业绩改善主要归因于与4Q19相比有更高的销量(+ 8.3%)。

TRPs部门的PBT减少29.33%至346万令吉,上一个季度为489万令吉。

Cleanroom部门在1Q20录得收入和PBT分别为2453万令吉和184万令吉,而4Q19则为2093万令吉和77万令吉。

前景:
预计防护手套的需求将保持强劲,马来西亚橡胶手套制造商协会(“ MARGMA”)预测,全球手套的需求将在2020年增长到3450亿只(2019年:2980亿只);来自马来西亚,泰国和中国分别占65%,18%和9%。预计到2020年,马来西亚将出口2250亿只手套,价值200亿令吉,而2019年出口1700亿只,价值174亿令吉。

由于COVID-19的影响,对手套的需求增加了,并且由于市场供应短缺,这推高了售价。随着集团经营效率的不断提高,管理层对2020财年将是集团强劲增长的一年充满信心。
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Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

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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。

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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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[KOSSAN RUBBER INDUSTRIES BHD: higher volume sold]

1Q20 vs 1Q19:
For the 1st quarter ended 31 March 2020, the Group’s revenue increased by 8.90% to RM611.47 million as compared with RM561.47 million in 1Q19. Profit before taxation (PBT) rose 9.93% to RM82.53 million as compared with RM75.08 million in the corresponding quarter last year.

The Gloves division’s revenue increased 10.31% to RM548.25 million in 1Q20 from RM495.99 million in 1Q19, while PBT rose 13.49% to RM77.13 million in the current quarter as compared with RM67.96 million from a year ago. The improved performance was mainly attributable to higher volume sold (+7.4%) as compared with 1Q19.

The TRPs division PBT eased 49.27% to RM3.46 million as compared with RM6.81 million from a year ago.

The Cleanroom division recorded revenue and PBT of RM24.53 million and RM1.84 million respectively in 1Q20, as compared with RM17.11 million and RM0.58 million in 1Q19.

1Q20 vs 4Q19:
The Group recorded revenue of RM611.47 million in 1Q20, rising 5.73% as compared with RM 578.35 million in the immediate preceding quarter. PBT rose 14.19% to RM82.53 million from RM72.28 million in 4Q19. The performance was mainly attributable to the improvement in the Gloves division.

The Gloves division recorded revenue of RM548.25 million in 1Q20, rising 7.07% from RM512.03 million in 4Q19. PBT rose 16.82% to RM77.13 million in 1Q20 as compared with RM66.02 million in the immediate preceding quarter. The improved performance was mainly attributable to the higher volume sold (+8.3%) as compared with 4Q19.

The TRPs division PBT decreased 29.33% to RM3.46 million as compared with RM4.89 million in the immediate preceding quarter.

The Cleanroom division recorded revenue and PBT of RM24.53 million and RM1.84 million respectively in 1Q20, as compared with RM20.93 million and RM0.77 million in 4Q19.

Prospects:
The demand for protective gloves is expected to remain robust, with the Malaysian Rubber Glove Manufacturers Association (“MARGMA”) projecting global glove demand to grow to 345 billion pieces in 2020 (2019: 298 billion pieces), out of which 65% is expected to come from Malaysia, with Thailand and China at 18% and 9% respectively. Malaysia is expected to export 225 billion pieces of gloves valued at RM20bil in 2020 compared with 170 billion pieces worth RM17.4 billion in 2019.

Due to the effect of COVID-19 the demand for gloves has increased and with a supply shortage in the market, this has driven selling prices higher. With the Group’s continued improvements in operating efficiency, management is confident that FY2020 will be a strong growth year for the Group.
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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

https://klse.i3investor.com/blogs/general/2020-05-23-story-h1507805894.jsp

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