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【SUPERMX 7106 交流专区】速伯玛

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发表于 7-11-2005 07:08 PM | 显示全部楼层 |阅读模式
本帖最后由 icy97 于 25-10-2011 02:39 AM 编辑

TopGlove           Aug-05     Aug-04         Aug-03
Turnover           641,827    418,133        265,089
Net Profit          58,141     39,533         25,258
Shareholder Funds  215,518    161,502        130,570
Market Capital     943,190    670,025        365,100
O/S Shares         188,638    186,118        184,394
Net EPS             0.308       0.212          0.137
ROE                 26.98%     24.48%         19.34%
NPM                  9.06%      9.45%          9.53%
NTA                  1.142      0.868          0.708
PE                  16.234     16.948         14.455
DY                   1.600      3.889          5.051

Supermax        Dec-04        Dec-03        Dec-02
Turnover         218,423      141,163        84,604
Net Profit        30,210       17,380         8,586
Shareholder Funds 139,291     111,689        72,337
Market Capital   381,114      268,800         40,720
O/S Shares        81,088        80,000        40,000
Net EPS           0.373         0.217         0.215
ROE              21.69%        15.56%        11.87%
NPM              13.83%        12.31%        10.15%
NTA               1.718         1.396         1.808
PE               12.615        15.466         4.743
DY                1.064         1.339         4.420

刘邦与项羽之争!!!谁才是最后的霸主呢???大家静观其变!呵呵!

[ 本帖最后由 Mr.Business 于 29-2-2008 09:10 AM 编辑 ]
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发表于 7-11-2005 07:23 PM | 显示全部楼层
原帖由 chukh1 于 7-11-2005 06:38 PM 发表


Uncle Ho, 原来你已经是高手中的高手了..
那天,喝茶的时候,早该开课啦!后悔莫及~~



哇 那天UNCLE HO 借水。
我应该抓住他。
门关上。然后。。。。。










避他教我。。。。

。。
。。。
。。。。
。。。。。
股票研究
哈哈

UNLCE。及时的空?
我约USA 他们2人。
我们去PUCHONG 听课,可以吗?
哈哈~!
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发表于 8-11-2005 08:09 AM | 显示全部楼层
一些股票研究员对SUPERMAX的评语,大家可以看看以下的连接

http://biz.thestar.com.my/news/s ... amp;newspage=Search
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发表于 8-11-2005 08:29 AM | 显示全部楼层
原帖由 chukh1 于 7-11-2005 06:38 PM 发表


Uncle Ho, 原来你已经是高手中的高手了..
那天,喝茶的时候,早该开课啦!后悔莫及~~


哎呀,我哪里是高手?人家会班门弄斧,我还不敢“晶门画图”呢!
老师父说我“来者不善”,我对他的功力,一点都沾不上边呢!
有势没势,大家看看就好。哈哈。

[ 本帖最后由 shuhjiunho 于 8-11-2005 09:50 AM 编辑 ]
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发表于 8-11-2005 08:32 AM | 显示全部楼层
原帖由 GuShen 于 7-11-2005 07:23 PM 发表



哇 那天UNCLE HO 借水。
我应该抓住他。
门关上。然后。。。。。










避他教我。。。。

。。
。。。
。。。。
。。。。。
股票研究
哈哈

UNLCE。及时的空?
我约USA 他们 ...


USA大大的功力才是深不可测啊!我一直都有留意美国佬的回贴。研究股票我是不敢啦,喝喝茶还可以。要不要叫神探也一起过来啊?哈哈哈!
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发表于 8-11-2005 09:19 AM | 显示全部楼层
原帖由 shuhjiunho 于 8-11-2005 08:29 AM 发表


哎呀,我哪里是高手?人家刚班门弄斧,我还不敢“晶门画图”呢!
老师父说我“来者不善”,我对他的功力,一点都沾不上边呢!
有势没势,大家看看就好。哈哈。


嘻嘻!Ho大大,早上好。

嘻嘻!一大清早,干嘛独个在这儿玩“画龙点睛”的游戏啊??!“免做”啊?

哈哈!好吧!看你那么有闲情,就陪你玩玩吧!

  升势,跌势,只要是在股市,终究有个走势。
  好事,坏事,从你口中揭示,岂能不关你事?

哈哈哈!你该不会回我:

  大事,小事,大小事,不管你事;
  大声,小声,大小声,跟我收声。

哈哈哈!早晨开个好玩笑,小鸟在旁呱呱叫,日子绝对不单调。人生及时乐一乐,生活逍遥又安乐。。。(有点像大芩姐在唱歌。。)喀喀喀!

P/S: 小弟纯粹搞笑。如有得罪之处,请多多见谅。

TREX

[ 本帖最后由 TREX 于 8-11-2005 11:10 AM 编辑 ]
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发表于 8-11-2005 09:27 AM | 显示全部楼层
原帖由 shuhjiunho 于 8-11-2005 08:32 AM 发表


USA大大的功力才是深不可测啊!我一直都有留意美国佬的回贴。研究股票我是不敢啦,喝喝茶还可以。要不要叫神探也一起过来啊?哈哈哈!



有美女KK 大大一定到的。。
哈哈。。

PUCHONG 你那边有吗?
介绍个给他。。。
他就会去了。。哈哈
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发表于 8-11-2005 10:09 AM | 显示全部楼层
原帖由 TREX 于 8-11-2005 09:19 AM 发表


嘻嘻!Ho大大,早上好。

嘻嘻!一大清早,干嘛独个在这儿玩“画龙点睛”的游戏啊??!“免做”啊?

哈哈!好吧!看你那么有闲情,就陪你玩玩吧!就来首四声式搞笑式诗:

  好势,歹势,只要 ...


牛市、熊市,能赚钱的,就是好市。
好市、坏市,不能找吃的,就是榴莲滥市。
真势、假势,有谁能够一一为我解释?
回头望望,有谁又能够笑看人生,吟吟诗诗。。。。
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发表于 8-11-2005 10:12 AM | 显示全部楼层
原帖由 GuShen 于 8-11-2005 09:27 AM 发表



有美女KK 大大一定到的。。
哈哈。。

PUCHONG 你那边有吗?
介绍个给他。。。
他就会去了。。哈哈


哈哈,股神你有所不知,这里的美女,全部都给一个叫“燃头”的人独霸了。。。你问问燃头要几个吧。

我想,我们也不应该继续在这个精华贴灌水了。最近论坛少了很多声音,如果要在这里凑凑热闹,也应该点到为止就好了。

抱歉抱歉。。。
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发表于 9-11-2005 08:12 AM | 显示全部楼层
推荐股的股价

8-11-2005
5.00 pm闭市的股价

SUPERMAX
RM3.98,上涨了0.02,总回酬 4.7%,时间5天

成绩还不是理想,继续努力!
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发表于 9-11-2005 10:41 AM | 显示全部楼层
好是好股,不过市场上有那么多好股贱价格。。。
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然头 该用户已被删除
发表于 9-11-2005 11:06 AM | 显示全部楼层
原帖由 shuhjiunho 于 8-11-2005 10:12 AM 发表


哈哈,股神你有所不知,这里的美女,全部都给一个叫“燃头”的人独霸了。。。你问问燃头要几个吧。

我想,我们也不应该继续在这个精华贴灌水了。最近论坛少了很多声音,如果要在这里凑凑热闹,也应该点到为 ...


哇哇哇。。。干吗放火放到我家来了??

神探大大已经心系怡保的酿豆腐美女了
未必会卖你们美人计的账
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发表于 9-11-2005 02:13 PM | 显示全部楼层
迪拜投資集團購10%
速伯瑪長期發展料受惠
updated:2005-11-08 18:58:15 MYT

(吉隆坡訊)迪拜投資集團(Dubai Investment Group)在10月購入速伯瑪(SUPERMX,7106)874萬股股票,崛起成為主要股東之一,被分析員視為有利於該集團整體發展,包括繼續擴展現有業務。

速伯瑪董事經理鄭金森指出,除了購入速伯瑪約10%股權外,新投資者也同時購入其聯號公司── 保利工業(SPOLYMR,5083)10%股權。

此外,消息透露,迪拜投資集團計劃也將撥出逾1億令吉投資在速伯瑪、保利工業和亞太工業(APLI,5479),並表示不會插手該集團和旗下公司管理和日常運作。

達證券表示,上述投資將對速伯瑪和旗下公司長期發展有利,並能按照公司原訂計劃繼續發展。

星洲日報/財經‧2005/11/08

来自

http://www.sinchew.com.my/conten ... ;artid=200511071795
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发表于 11-11-2005 11:05 PM | 显示全部楼层
这SUPERMX我也在 monitor 住,果然不错!!
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发表于 14-11-2005 08:03 AM | 显示全部楼层
一些有关CIMB对SUPERMX的评语,大家可以参考以下,可以跟连接下载

http://users.cjb.net/lingliaoqigong/supermax%207106%20(cimb).zip
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发表于 14-11-2005 01:16 PM | 显示全部楼层
一些有关RUBBER GLOVE的报导

资料来自http://www.biznewsdb.com/english ... 35&file1=5&
bulan=11&kw=wwqq


Rubber glove makers show resilience

Updated : 14-11-2005
Media : The Star
Story By : C.S. Tan
via www.biznewsdb.com
Mail this story or page to friend(s).

IN an environment where many manufacturers have reported smaller profits due to high raw material costs, the rubber gloves industry has shown its profitability can strengthen despite high latex costs.

Throughout the year, investors had felt uncertain as to whether glove manufacturers would be able to fully pass through the increased cost of latex.

Their concerns were not misplaced. Operating profit margins were narrowed in some of the glove companies, but their expanded production capacities and output were more than sufficient to enable them to produce higher profits.

They are understood to have raised their glove prices but each time this was done, latex prices climbed further, causing a timing difference before the revised glove prices can catch up with the cost of latex.

Profit margins should normalise, with latex prices having dropped about 10% this month. This easing in latex prices is believed to be linked to the decline in oil prices, which in turn, led to lower synthetic rubber prices.

But, even before this, Top Glove Corp Bhd could set a target for a 40% increase in net profit to RM78mil this year. It is the only glove maker with a total market value of over RM1bil. All the others have market values of less than RM500mil. Given its size now, Top Glove would find it easier to attract foreign funds into its stock.

Its share price has climbed about 10% in the last one month, against the grain of a weak overall market.

Top Glove intends to get even bigger. It will almost double its capacity from 180 lines of machinery to 350 lines within two years. There are two other fairly large glove makers - Supermax Corp Bhd and Kossan Rubber Industries Bhd.

Supermax has taken a different route in the expansion of its production platform - it acquired stakes in two other listed glove makers - APL Industries Bhd and Seal Polymer Industries Bhd.

Kossan is taking the same route as Top Glove. The former is expanding its production capacity by about 30% a year. Its earnings showed solid growth of 27% in its first half to RM14.2mil and this pace of expansion is expected to be maintainable.

Among the others, Rubberex Corp Bhd is specialised in industrial gloves. Its earnings growth rate is expected to be more moderate in the teens but it offers a dividend yield of about 10%, possibly the highest in the industry.

There are others including Integrated Rubber Corp Bhd and Adventa Bhd. Although these are relatively small companies, Adventa has its niche in surgical gloves.

Englotechs Holding Bhd is the most different from this set of mould. It makes knitted gloves from cotton and nylon instead of latex like the others.

It has become the cheapest glove-making stock in terms of price/earnings ratio (PE). This is largely due to a severe drop in its share price to 36.5 sen last Friday from about RM1 a year ago.

It posted a flattish net profit of RM4.5mil or earnings per share of 3.4 sen in the first half of the year. Annualised, the shares were valued at a PE of just 5.3 times.

Although this is not a large industry, gloves form an efficient and expanding component of the resource-based manufacturing sector.

Lion dance at Bursa

There was a lion dance at Bursa Malaysia last week but it was not the traditional type. It was a dance of the Lion group stocks, led by Lion Diversified Holdings Bhd (Lion Diversified) on the Exchange.

Lion Diversified's share price rose 50 sen to RM2.56 in the last one week, which pulled up the share prices of other related Lion group stocks.

This vindicated the views of some investors on the attractiveness of Lion Diversified as it launches an initial public offering (IPO) of Parkson Retail Group Ltd, currently a wholly-owned subsidiary, in Hong Kong.

At the same time, it surprised sceptics who thought sentiment in the Lion group stocks and the overall market was weak.

The related companies are Lion Corp Bhd which controls Lion Industries Corp Bhd (Lion Industries), which in turn controls Lion Diversified.

Amsteel Industries Bhd is also related in that it owned 92.4 million redeemable convertible unsecured loan stocks or RCULS that can be converted into Lion Diversified shares worth RM270mil at current prices, which is more than Amsteel's own market value.

Other than Lion Diversified, these are all penny stocks - Lion Corp (64 sen), Lion Industries (87.5 sen) and Amsteel (12 sen).

Supporters said Lion Diversified could bring up the prices of these stocks further. They pointed to Parkson Retail's exposure to China's consumer market of over one billion people compared with retail companies in Malaysia that have only 22 million people in the market.

Parkson Retail is expected to command a PE of at least 20 times, which will be two to three times Lion Diversified's PE of about 8 times. Supporters believe Lion Diversified's price will rise so that the valuation gap with Parkson Retail will narrow.

Time will tell, however, if the current buyers of the stocks in recent weeks are long-term investors, punters or hedge funds.

At any rate, Lion Diversified shows the additional dimension that can be gained from a successful foray into a large foreign market.

www.biznewsdb.com
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发表于 14-11-2005 06:43 PM | 显示全部楼层
一些有关SBB对RUBBER GLOVE的看法,大家可以在以下的LINK免费下载

http://www.sbbsec.com.my/images/highlights/MT141105.pdf
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发表于 18-11-2005 02:38 PM | 显示全部楼层
这里有一些有关于SBB对SUPERMAX的SPECIAL REPORT报告,大家可以参考一下,大家可以免费下载,RIGHT CLICK SAVE AS就可以了

http://users.cjb.net/fubaba/supe ... 18%20nov%202005.zip

如果不能下载的话,请短消息我,好让我可以EMAIL给你。
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发表于 18-11-2005 05:20 PM | 显示全部楼层
股价追踪 [SUPERMAX]

18-11-2005年

今天只涨了2分,成绩不是很好!

闭市RM 3.96,回酬只有4.2%,才两个星期多。
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 楼主| 发表于 28-11-2005 07:33 PM | 显示全部楼层
SUPERMAX的最新季度报告出炉咯!


http://announcements.bursamalays ... 3680DE?OpenDocument
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