supermx 将在4月公布 2010 Q1 财报，目标价 10 块 ！！！

OhIsU

今天会有消息来噢。。

百万千万梦想

今天Ｔ＋３，ＳＵＰＥＲ马今天要休息了，还是下半场会再次冲刺呢？拭目以待吧。。。。
希望30-MARCH-10 INVEST MALAYSIA　过后会受到外资的青睐吧。。。祝福你马儿

百万千万梦想

Health Care & Pharmaceuticals | Asia NOMURA SECURITIES MALAYSIA SDN. BHD. INDUSTRY QUICK COMMENT Sunday's vote on US healthcare reform resulted in the passing of the Senate version of the healthcare bill. Immediate impacts that could spur demand for gloves include among others, increased funding for community health centers. We see this as a mild positive for glovemakers in 2010 as reforms come online, which feeds into a mid- to long-term industry-wide theme as uninsured Americans seek out healthcare and existing citizens benefit from better coverage. In our view, Kossan and Supermax are key beneficiaries given high US sales exposure, and we reiterate Buy calls on the sector.

Research analyst: Jacinda Loh 60-3-2027-6889 jacinda.loh@nomura.com ublish Date: 22 Mar 2010 (SG) P Healthcare reform bill passed; positive for glove stocks' sentiment As highlighted in our Malaysia Rubber Gloves Anchor Report dated 10 March 2010, we pointed out the potential to grow the US market further with a key catalyst being the overhaul of the trillion dollar US healthcare system. Sunday’s historic House vote on US healthcare reform, which resulted in the passing of the Senate version of the healthcare bill in a narrow 219-212 vote, is expected to have widespread ramifications that extend beyond geographical boundaries. BBC News expects the bill to be signed into law shortly after yesterday's passing of the bill. Logically speaking, any good news on healthcare reform should benefit all the glovemakers under our coverage. However, the extent would depend on the level of direct and quantifiable impacts and the level of US exposure of the individual glove players, in our view. Immediate-term impacts like spending on Community Health Centers (CHCs) to directly affect demand for medical disposables Immediate-term impacts - increased insurance coverage for the 32 mn Americans not currently insured, bans on restrictive annual and lifetime limits on insurance coverage, elimination of co-payments for preventive services, increased funding for community health centers -appear to point towards one outcome. That is, increased demand for healthcare coming on-line from this point forward. We think this is positive for sentiment, although we do not expect US contributions to glovemakers' sales to significantly affect the bottom line at least in 2010, given health reforms take time to implement and for effects to be felt through the healthcare system. However, we do remain positive on the long-term healthcare theme as better coverage kicks in and as the US population ages. According to US Census data in 2008, about 120-130mn people in the US are above 45 years of age (43% of total population). Another 80+mn are in the 25 to 44 category. The aging population in the coming years is also expected to drive demand in the longer term, in addition to the reform plans that have been passed. While some of the reforms may have less-than-ideal outcomes for pharmaceutical and health insurance companies like the imposition of an annual fee according to market share, we see glove makers as only standing to benefit at the moment from these healthcare developments, given that gloves are relatively price-inelastic necessities. (NB: Even at its peak prices, it is estimated that a pair of latex gloves costs US 7 cents.) Investments targeted to be made Amount to be spent Investments in CHCs / National Health Service Corps Fund US$ 7.0 bn between 2010-2014 Expanding Access to US$ 2.5bn between 2010-2014

Primary Care services and General Surgery Services *Source: US Congressional Budget Office 20 March 2010 All companies with US exposure to benefit; Kossan and Supermax key beneficiaries Besides the positive sentiment generated by the passing of the reform bill, we see all the companies as being key long-term beneficiaries given their US sales exposure, with Kossan and Supermax being more well-placed to capitalize on demand upticks. Given that Supermax pursues an OBM model, its distribution arm, Supermax Inc, has existing ties with hospitals, nursing homes and dental clinics. We believe this allows it to more directly tap in to any increased demand coming from those networks. Name % of US Sales Kossan 50% Supermax 42% Top Glove 26% Source: Company data, Nomura research We reiterate our Buy ratings on Top Glove, Kossan and Supermax at PTs of RM15.16, RM9.51 and RM8.74, respectively. Valuation Methodology and Investment Risks: Top Glove - We value Top Glove by ascribing an FY11F P/E of 14.5x to FY11F EPS of RM1.045, close to its three-year average P/E and equal to the one-year forward market P/E of 14.5x, to arrive at our PT of RM15.16. Downsides to our call is mostly industry-related and includes 1) overcapacity and price wars occurring sooner than expected (ie by end FY-10); 2) if the government removes natural gas subsidies on an immediate basis instead of a gradual approach, and ; 3) a sharp, quick appreciation of the ringgit. Kossan - We peg Kossan's target 10x FY11F P/E multiple at its ~ 30% historical discount to Top Glove's FY11F P/E of 14.5x. Applied to our FY11F EPS of RM0.95, we arrive at our PT of RM9.51. Potential downside to our view includes delays / hiccups to the new product launch, which could affect Kossan's strategy to gain market share from other nitrile players and the higher-end segment. Industry downsides are similar to those that apply to Top Glove. Supermax - We peg Supermax's target P/E of 11.5x at a 21% discount to Top Glove, derived from its historical discount of ~30% to Top Glove; however, we argue that it should see an upward rerating given its write-off of the APLI investment. Applying this to FY11F EPS of RM0.75, we derive our PT of RM8.74. Donwside to our call is industry-related similar to Top Glove, as well as adverse and rapid currency movements that could affect income from its overseas distribution arms.

peng01

4月1号，supermx close 7.06

百万千万梦想

好消息陆续有来。。。Supermx RM10不是梦。。。。

Supermax is a strong fundamental stocks. TP 10.00 is achievable & not a dream based on the following reasons:

i) Successful Own Brand Manufacturing (OBM) business model
ii) Large room for capital appreciation as Supermax remain trading at low PEs of 11.6 x
iii) The highest liquidity among glove stocks. That means, you can buy in and lock in profit at ease without having to get  stuck for days to sell. Daily volume: 4 to 5 million share the last 6 months...
iv) Paying consistently dividends. 22% or 11 Sen for FY2009
v) Committed forecast EPS of minimum 62 Sen per share for FY2010
vi) Strong EBITDA at 25.3% for FY2009
vii) PAT margin exceeds 15% to 16%
viii) Consistently High ROE at 23.3% for FY2009
ix) 2nd largest glove company in term of capacity in the world
x) 2nd largest in terms of PAT for FY2009

Last but least, An aggressive, active, joyial and visionary CEO at the steering wheel of Supermax's listed vehicle !!!!

Works 16 to 18 hours a day. Does not play golf. Only globe trotting & looking to expand the company business all the times.

Not convince ? log on to www.supermax.com.my for more news update and remember to read the Analyst Research reports & extract from the corporate website.

百万千万梦想

今天光明头条AH1N1又来了，这一次的AH1N1会不会一举把SUPERMAX推上RM10呢？？ 有谁要跟着我一起上车吗？？哈哈

http://www.guangming.com.my/node/70970?tid=3

A流感襲甲‧母女不治
（馬六甲）前年在世界各地奪走多條人命的A型流感捲土重來，馬六甲一對母女近日就因為先後感染A（H1N1）型流感而送命，最讓人感到哀痛的是，為女者染疾時正值臨盆前夕，結果，她在剖腹誕下嬰兒後，即因病情嚴重而去世，使剛出世的嬰孩馬上成為一位沒有母親的孩子。
據悉，這對馬來母女生前住在萬里望，為母者是於3月31日去世，而其女兒則是在生下孩子後，於4月2日去世。
由於2名死者皆死於感染A型流感，因此，上述嬰孩出世後即被送進加護病房，目前情況未明。
3患者留醫
據瞭解，上述2名死者已下葬。
此外，馬六甲教育局長依薩指出，目前只有野新一所宗教學校的學生患上A型流感，但當局尚未接獲通報，因為宗教學校歸宗教局掌管。
據悉，馬六甲中央醫院目前尚有3位A型流感患者在加護病房接受治療，其中1人為51歲的婦女。
不過，甲州首席部長在今日（週六，4月3日）早上受詢時，卻表示他不知情。此外，至截稿為止，《光明日報》尚未聯絡上甲衛生局局長卡查禮。
疫情（截至4月2日下午5時）
疑似病患──351人
A型流感患者──28人
高風險患者──5人

there7888

流感季节又来了，真的是发到连妈妈都不认得。

crayonsin

快去进几手哦

寻宝之旅

你们有没有觉得自己自从买了手套股之后，近来每逢大灾难发生时心里都是一哀一乐的？！ 在为他人感到悲哀的同时，心里面又自然而然的感到＂高兴＂，因为明天手套股有机会升了。
俺弥驼佛。

ngyyao

回复 85# 百万千万梦想


    百万兄，super还可以买吗？从那天的rm5.7 到现在的rm7.3....起很多了

ngyyao

回复 90# ngyyao


    我有的钱只够买１ｌｏｔ．．．还是学生。。

lover82

真是强啊,我也来支持这股一下..不过还是会小心调整的到来.

http://cwyeoh-stock.blogspot.com

there7888

羊流感襲荷蘭致十人死
(明報)2010年4月6日 星期二 10:05

俗稱羊流感的Ｑ熱疫情正在荷蘭    蔓延，最新統計數據稱已造成10人死亡。

為控制疫情，荷蘭有關方面已屠宰了75個農場的約4.5萬頭牲畜。

荷蘭衛生部    門稱，2007年以前，荷蘭很少出現羊流感疫情，每年僅有大約15例人感染病例。但去年年底以來，報告病例激增，目前已有約2300人感染羊流感，並有10人因此死亡。據悉，目前荷蘭已有上百個農場出現了羊流感疫情，僅上周就確認了5個農場的牲畜發生感染。

此次疫情爆發的源頭尚難以確定。但值得注意的是，羊流感通常只感染羊等牲畜，而此次疫情不僅導致人感染病例大幅上升，患者中還有不少人並未直接接觸感染牲畜。「通常情況下，羊流感只是農場工作人員的職業病，」荷蘭疾病專家約瑟·桑德說。

目前，荷蘭衛生部門和農業部門已經採取多項措施以控制疫情，包括屠宰染病牲畜、加強衛生檢疫、對牲畜注射疫苗等，同時還加強向公眾普及相關病理知識以及預防措施等。

Ｑ熱俗稱羊流感，又稱屠宰場熱，是由貝氏立克次氏體引起的一種熱性傳染病，主要侵襲對象為綿羊和山羊，人感染後主要出現發熱、頭痛、肌肉疼痛和肺炎等症狀。

OhIsU

OSK issues Call Warrant : Supermx-CB. Here are some of the details:
Issuer & Market Maker: OSK
Issue Size: up to 70 million Supermax-CB
Issue Price: 0.15
Exercise Ratio: One(1) Supermax mother share for Ten ( 10 ) Supermax-CB
Exercise Price: 6.50
Listing Date: Wednesday, April 7,2010
Expiry Date: February 4,2011

wangwang9111

不知道政府会不会眼红然后实施暴利税？？

wangwang9111

不知道政府会不会眼红然后实施暴利税？？

百万千万梦想

回复  百万千万梦想


    百万兄，super还可以买吗？从那天的rm5.7 到现在的rm7.3....起很多了
ngyyao 发表于 5-4-2010 11:17 AM

    April 19 or 20,2010: Supemax will release 1Q10 results。


Expect very good results & very good news for all Supermax Shareholders

SUPERMAX 1Q10 results would be much better than 4Q09.EPS far exceed 16 Sen for 1Q10

百万千万梦想

次波流感帶動需求
手套商行情看高

（吉隆坡5日訊）A型（H1N1）流感的隱憂捲土重來，料再度催化手套需求上揚，券商認為目前手套商皆已全面投產，需求上揚將導致供應吃緊。

僑豐投資研究報告指出，手套潛在需求上揚，保健公司料在未來數月內增加手套庫存，以隨時迎合市場需求。

病菌肆虐引發全球市場的健康意識與日俱增，中國和印度政府強制使用手套更將大幅推高手套需求。

分析員指出，以目前手套商產能而言，或無法滿足趨龐大的訂單需求，換言之將導致手套供應吃緊。

該行指出，再加上乳膠價格走高，手套商擴充產能最快也是在下半年，種種因素引致手套價格偏高。

分析員相信，若狀況持續，將重估此領域評級，目前則給于“增持”評級。

該行首選股項為頂級手套（TOPGLOV，7113，主要板工業）、速伯瑪（SUPERMX，7106，主要板工業）和高產柅品（KOSSAN，7153，主要板工業）。

上述股項今日走勢各異，除了速伯瑪開市揚4仙至7.24令吉，閉市時股價維持相同水平，其餘2股項則走勢下滑。

頂級手套開市時仍微揚2仙至14.02令吉，爾后全天下滑，閉市時滑10仙至13.90令吉﹔高產柅品則跌1仙，收8.19令吉。

http://www.chinapress.com.my/con ... mp;art=0406bs12.txt

Kenger

回复 97# 百万千万梦想


   我大约算过会超过20sens。不过再算一算竟然是20%的成长所以不敢相信。现在既然CEO这么说。。。

fir3man

Supermax now on FA & TA is a very strong counter.

OSK gives it a TP of RM10.00.