2015年7月30日星期四

supermx 7106 速伯玛 RM2.31 買入之原因--

1)公司于5月公布的Q5, 2015 业绩不错,赚了 2494万,Eps=3.67sen   ,nta=rm1.43
因更新财政年,故8月公布的Q1(4,5,6月算)也有2494万,若下来Q2,Q3,Q4保持,
则全年可赚9976万(EPS=14.6SEN),公司股数为680150,000股.
现RM2.44只是PE=16.7倍 在交易,明显被低估了,合理的PE=20,价位=RM2.92(看看其他同行的PE就知道了).
2)于31-03-2015 SUPERMX 的债务为3.47亿,公司有CASH 1.16亿.
3)于27-04-2015 年報显示30大股东已持有62.365%(424176张),市场流通量只有37.635%(255974张).
4)Rm2.44 进入,目标价rm2.92 ,Q3和Q4应有总共5sen 股息,dy约2.04% .我觉得2015或2016年有机会
发红股(过去约3年发一次红股,最接近是在2012年公布的),其他同行如TOPGLOV,HARTA,KOSSAN
的股价来看都是准备发红股,SUPERMX是时候了.
5)公司诚信度是很好的,因此数据造假应该不会发生在这公司上。
6)Supermx 绝对是投资者的首选股,公司的潜在价值好,成长佳,将会是一只黑马股。
7)买股看公司的未来是否成长,净利多少等,当可见度变得清晰,投资风险相对变小,
股价也将呈现上升势头,supermx会是不错的选择。
8)公司的赚副有11.2%,(最新Q5业绩算出,2494万/2.232亿).
9)看好該公司從強勁美元走勢和低原料受惠、資產負債表穩健.

供参考,进出自负.
公司网站;http://www.supergloves.com/

Supermax Corporation Berhad is a leading international
manufacturer, distributor and marketer of high quality medical gloves.
Established in 1987, its founders started a trading business to distribute
latex gloves and eventually ventured into manufacturing of latex gloves
in 1989. Today, the Supermax Group has eleven factories manufacturing
various types of natural rubber and nitrile latex gloves, which are exported
to over 155 countries around the world, such as the United States of America,
European Union, Middle East, Asia and South Pacific countries.
The Group has received numerous accolades and awards over the years,
including The Edge Billion Ringgit Club’s inaugural Company of the Year
Award in 2010, Export Excellence & Brand Excellence in the Industry
Excellence Awards in 2009 and 2008, Special Award & 4th placing in the
prestigious Deloitte’s Top 50 Enterprise Award Malaysia in 2006, Export
Excellence & Product Excellence in the Industry Excellence Awards in 2003,
the National Productivity Council Award in 1999 and Andersen Consulting
Top 50 Enterprise in Malaysia in 1998. One of the founders, Dato’ Seri Stanley
Thai himself, also won 2 very prestigious awards in 2010, i.e. Malaysia’s
Ernst & Young Entrepreneur of The Year Award 2010 and Malaysia’s CEO of
The Year Award 2010.
Supermax is well recognized for its commitment to deliver quality products
and service to its customers. These accomplishments testify to the Group’s
relentless efforts in enhancing productivity in order to compete in the
global market.