【SUPERMX 7106 交流专区】速伯玛

百万千万梦想

Net Profit=85.6 mil (9 months) + 42 mil (4th Qtr)estimated by 新洲日报
=127.6 mil

1. Normal dividend 20% on PAT
117 mil x 20% = 23.4 mil

2. Special dividend on PAT excess 117 mil
127.6 mil – 117 mil = 10.6 mil

3. Special dividend on disposal of treasury share
22.8 mil – 5.9 mil = 16.9 mil

Total dividend = 23.4 mil + 10.6 mil + 16.9 mil
= 50.9 mil

Dividend pershare = 50.9 mil / 269.2 mil
= RM 0.18 TE (estimateby 新洲日报）

现在股价RM4.93, dividen 18 sen, DY 有3.6% 最高ＤＹ在手套股同行里．．．．




1. normal dividen 8 sen
2. special dividen 4 sen
3. sell share dividen 6 sen


Topglove now PE 16
Harta also 14++
Supermx 现在股价RM4.93， EPS 47 sen, PE 10.50 only.....
如和harta一样PE14，Supermx股价最少RM6.58

青天白月

来了，来了，财神虎爷来了。恭祝各位新年发大财。。。

tamao

来了，来了，财神虎爷来了。恭祝各位新年发大财。。。
青天白月 发表于 12-2-2010 04:37 PM

真的吗?
我的SIGNAL还没来哦!
还是小心哦!

fighter00101

大家好 我是新手 请问派dividen 是直接bank in 去你的户口吗 ？

还是你的share unit 多了 ？

peng01

回复 721# 百万千万梦想
记得要放买卖自负，要不然预测不准就完蛋料。

百万千万梦想

大家好 我是新手 请问派dividen 是直接bank in 去你的户口吗 ？

还是你的share unit 多了 ？
fighter00101 发表于 14-2-2010 12:39 AM

    直接bank in 去你的户口

peng01

http://www.btimes.com.my/articles/maxsup/Article/

2009 performance will come in much better than what ithas committed to investors, says managing director Datuk Seri StanleyThaiSupermax Corp Bhd (7106)will soon report last year's net profit that exceed the revised targetof RM117 million, or 44 sen per share, as glove makers enjoy a briskbusiness on global supply shortage.

The world's second largestrubber glove maker is scheduled to report fiscal 2009 earnings onFebruary 22 and the full-year performance will come in much better thanwhat it has committed to investors, managing director Datuk SeriStanley Thai said.

"We have forecast 27 sen earnings per shareat the start of last year and revised it to 44 sen after the H1N1outbreak and the subsequent spike in demand," Thai told Business Timesin an interview at its Sungai Buloh headquarters.

  Theviral outbreak of influenza A pandemic in the middle of last year hasbeen fuelling strong demand for rubber gloves used by doctors andnurses.
  "But we have completed the year with earnings better than 44 sen," Thai said.

This means investors will probably get a special dividend on top of thecompany's regular dividend policy of returning 20 per cent of annualnet profit.

Last October, Thai had pledged to distribute anyextra earnings above the projected RM117 million net profit in itsfirst ever special dividend after third-quarter net profit almosttripled.

Supermax shares have risen 8.5 per cent this yearafter a 490 per cent surge last year. The stock closed at RM5.12 lastFriday, up 19 sen, or 3.9 per cent.

  In contrast, the benchmark FTSE Kuala Lumpur Composite Index has lost 1.5 per cent so far this year.

Despite the good run last year, rubber glove makers are still lookingat some bullish years ahead as the tight supply cannot keep up with thehigh demand even as manufacturers are ramping up production and boostedcapacity.

"We are in a quite serious oversold position, theorder for some of our hot products can now last till July. A longdelivery time is also not good, but that's what the industry isfacing," Thai said.

Since 2007, new capacity had come on streamslower than the growth in consumption, which has been expanding at anannual rate of 8 per cent to 10 per cent, or 10 billion gloves eachyear, even without the unusual event like a pandemic outbreak.

With additional demand spurred by the H1N1 flu, it is estimated thatthe world may use 36 billion more gloves this year and the next, whilethe industry can only churn out 22 billion.

"Will there be aglut soon since everyone is trying to ramp up? The answer is no," Thaisaid. There are also constraints to capacity expansion. Thegovernment's potential move to freeze intake of foreign labour and theshort supply of natural gas, which is used to power glove factories,means manufacturers can't add as much capacity as they like.

  The restricted growth has thus led to bigger profit margin in the last few quarters, Thai said.

"The industry didn't see too much top line growth last year despitethat H1N1 has boosted demand, you'll see there wasn't a jump in ourexport volume. It only benefitted margins."

Margins will likelystay firm this year for the industry in general and for Supermax inparticular, Thai said, as the company also earns from distributinggloves under its own brands.

Earnings this year will bebuoyed by the additional capacity from its new Meru plant in Klang, tobe operational in phases from March onwards. It is expected to boostits output by a third to 12.7 billion pieces this year.

百万千万梦想

回复  百万千万梦想
记得要放买卖自负，要不然预测不准就完蛋料。
peng01 发表于 14-2-2010 02:28 AM

你POST的新闻，应该跟预测的相差不远吧。。。。哈哈哈哈哈

http://www.btimes.com.my/articles/maxsup/Article/
2009 performance will come in much better than what it has committed to investors, says managing director Datuk Seri Stanley Thai
Supermax Corp Bhd (7106) will soon report last year's net profit that exceed the revised target of RM117 million, or 44 sen per share, as glove makers enjoy a brisk business on global supply shortage.

The world's second largest rubber glove maker is scheduled to report fiscal 2009 earnings on February 22 and the full-year performance will come in much better than what it has committed to investors, managing director Datuk Seri Stanley Thai said.

"We have forecast 27 sen earnings per share at the start of last year and revised it to 44 sen after the H1N1 outbreak and the subsequent spike in demand," Thai told Business Times in an interview at its Sungai Buloh headquarters.

The viral outbreak of influenza A pandemic in the middle of last year has been fuelling strong demand for rubber gloves used by doctors and nurses.
"But we have completed the year with earnings better than 44 sen," Thai said.

This means investors will probably get a special dividend on top of the company's regular dividend policy of returning 20 per cent of annual net profit.

Last October, Thai had pledged to distribute any extra earnings above the projected RM117 million net profit in its first ever special dividend after third-quarter net profit almost tripled.

Supermax shares have risen 8.5 per cent this year after a 490 per cent surge last year. The stock closed at RM5.12 last Friday, up 19 sen, or 3.9 per cent.

In contrast, the benchmark FTSE Kuala Lumpur Composite Index has lost 1.5 per cent so far this year.

Despite the good run last year, rubber glove makers are still looking at some bullish years ahead as the tight supply cannot keep up with the high demand even as manufacturers are ramping up production and boosted capacity.

"We are in a quite serious oversold position, the order for some of our hot products can now last till July. A long delivery time is also not good, but that's what the industry is facing," Thai said.

Since 2007, new capacity had come on stream slower than the growth in consumption, which has been expanding at an annual rate of 8 per cent to 10 per cent, or 10 billion gloves each year, even without the unusual event like a pandemic outbreak.

With additional demand spurred by the H1N1 flu, it is estimated that the world may use 36 billion more gloves this year and the next, while the industry can only churn out 22 billion.

"Will there be a glut soon since everyone is trying to ramp up? The answer is no," Thai said. There are also constraints to capacity expansion. The government's potential move to freeze intake of foreign labour and the short supply of natural gas, which is used to power glove factories, means manufacturers can't add as much capacity as they like.

The restricted growth has thus led to bigger profit margin in the last few quarters, Thai said.

"The industry didn't see too much top line growth last year despite that H1N1 has boosted demand, you'll see there wasn't a jump in our export volume. It only benefitted margins."

Margins will likely stay firm this year for the industry in general and for Supermax in particular, Thai said, as the company also earns from distributing gloves under its own brands.

Earnings this year will be buoyed by the additional capacity from its new Meru plant in Klang, to be operational in phases from March onwards. It is expected to boost its output by a third to 12.7 billion pieces this year.

百万千万梦想

supermx 冲了。。。RM5.50 closing。。。。。哈哈哈哈

百万千万梦想

速伯瑪業績料超標
或派5仙特別股息

（吉隆坡17日訊）速伯瑪（SUPERMX，7106，主要板工業）將在22日（週一）宣佈2009財年業績報告，分析員看好，盈利可超越管理層目標，股東或可期待每股約5仙的特別股息。
此消息帶動速伯瑪股價今日愈戰愈勇。

若股東“夢想成真”，這將是速伯瑪首次派發特別股息。

聯昌證券研究分析報告說，速伯瑪股息政策是每年撥出20%盈利做股息，管理層曾指出，一旦盈利超過內部目標1億1700萬令吉，額外盈利都會充作股息。

手套需求增

“我們估計，速伯瑪去年第四季核心盈利料達4600萬令吉，按季成長15%，按年大漲1.5倍，全年或達1億3200萬令吉。”

速伯瑪董事經理拿督斯里鄭金森早前接受《商業時報》專訪時說：“第四季業績將表現強穩，若盈利超越1億1700萬令吉，亦會兌現承諾（派發特別股息）。”

該公司09財年首9個月營業額達6億1841萬9000令吉，淨利8564萬1000令吉，已派息2.5仙。

手套製造領域前景樂觀，聯昌證券研究繼續建議“買進”（Buy），目標價格為7.96令吉。速伯瑪股價今日全天走高，甫開市即揚11仙，休市報5.37令吉，漲25仙，登上10大上升榜。

進入午盤時，漲幅更是超過30仙，最后以5.50令吉報收，揚38仙，成交量425萬5800股。

另外，鄭金森受訪指出，儘管A型流感（H1N1）惠及手套生產商，惟09年未遇見利潤大幅調高的情況，預計今、明年市場需求將再增加360億隻手套。

http://www.chinapress.com.my/con ... mp;art=0218bs03.txt

huang_su_lang

之前没跌至RM4.50所以没买入， 今天RM5.55了，
再等下一班车吧，始终相信这股应该还是高浮动率（高波动）， 起得高跌也快， 短期20%回酬还是有可能

lohtm

7106    SUPERMX    SUPERMAX CORPORATION BHD

Special Dividend 9% T.E.

Entitlement Details: Special Tax Exempt Dividend of 9% Entitlement Type: Special Dividend Entitlement Date and Time: 08/04/2010  05:00 PM Year Ending/Period Ending/Ended Date: 31/12/2009 EX Date: 06/04/2010 To SCANS Date: Payment Date: 20/04/2010 Interest Payment Period: Rights Issue Price: 0.000 Trading of Rights Start On: Trading of Rights End On: Stock Par Value: Share transfer book & register of members will be closed from to (both dates inclusive) for the purpose of determining the entitlements A Depositor shall qualify for the entitlement in respect of: - Securities transferred into the Depositor's Securities Account before 08/04/2010 04:00 PM in respect of ordinary transfers. - Securities transferred into the Depositor's Securities Account before    in respect of express transfers. - Securities deposited into the Depositor's Securities Account before    in respect of securities exempted from mandatory deposit. - Securities not withdrawn from the Depositor's Securities Account as at   . - Securities bought on KLSE on a cum entitlement basis according to the Rules of the KLSE. Registrar's Name and Contact: Tricor Investor Services Sdn. Bhd. (Company No. 118401-V) Level 17, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur. Tel: 03-2264 3883

peng01

http://www.chinapress.com.my/content_new.asp?dt=2010-02-20&;sec=business&art=0220bs13.txt

淨利翻三倍
速伯瑪派息2305萬
（吉隆坡19日訊）速伯瑪（SUPERMX，7106，主要板工業）09年財年淨利按年翻三倍至1億2975萬令吉，公司計劃撥出2305萬令吉派息。
速伯瑪發佈文告指出，董事局宣佈撥出1220萬令季吉，作為每股9%的免稅股息，過戶日為4月20日。
董事局也建議撥出1085萬令吉，作為8%的終期免稅派息。
不過，這項提議須待5月19日的股東大會通過后，方能在6月28日過戶。速伯瑪09年第四季營業額達8億1484萬令吉，按年增長301萬令吉或0.4%。

青天白月

國際券商看好手套業

黃大任認為，在我國各領域中，尤以手套業發展最佳。

“雖然市場普遍看好種植業，而我國種植業發展前景也不錯，但因國際競爭很激烈，相對優勢顯得較弱。”

他透露，有美國券商向他反映，如要投資種植業，相比之下，新加坡、汶萊以及印尼等國將成為他們的首選。

他說，與其他領域相比，大馬手套業堪稱國際市場龍頭老大，佔了相對優勢，而這也成為該研究機構大力推薦外國券商投資的主要原因。

聯昌研究報告指出，法國、英國和荷蘭阿姆斯特丹券商，均對我國手套業感興趣。

大馬是全球最大手套出口國，市場超過180個國家，其中美國和歐洲為主要進口國。在2008年，手套業共取錄得68億8000萬令吉的出口盈利。

綜觀全球的手套市場，需求每年平均增長8%至10%，這個增幅將維持至今年，因此，本地業者也將提高產能並擴充業務，以爭取市場份額。

huang_su_lang

;sec=business&art=0220bs13.txt

淨利翻三倍
速伯瑪派息2305萬
（吉隆坡19日訊）速伯瑪（SUPERMX，710 ...
peng01 发表于 20-2-2010 10:55 AM

"淨利按年翻三倍"不可这样解读， 如没记错去年有 APLI 的 IMPAIRMENT LOSS， 所以净利超低！

百万千万梦想

Supermax CEO的诚意还不错嘛。。

我今天email 问supermx关于tresury share distributeed as special dividen的事，想不到还是CEO Stanley Thai亲自这么快就回我了。。哈哈。。

MARCH 会给我们as Bonus Issue??  

DATO SERI Stanley Thai 的reply如下：

The Gain from Sale of Treasury Shares is capitalized in the Capital Reserve in Share Premium Account as one of the Balance Sheet items.

It would be distributed to Shareholders in the form of Bonus Issue among others.

The company would make the announcement via Investment Banker once the IB is appointed in early March,2010
Thank you

Dato'Seri Stanley Thai
Group Managing Director
Supermax Corporation
Text & Cell: +1630 696 1588
www.supergloves.com
Sent via BlackBerry from T-Mobile

peng01

http://cforum1.cari.com.my/viewt ... 0839&extra=page%3D1

看看这里，借用了楼主的资料

cashonhand

速伯玛（目标价格：10.00－买入）
2009 财政年业绩超越预测，主要是受到更高的手套价格激励，以及来自拉丁美
洲，特别是巴西一贯的强劲需求。尽管2009 财政年第4 季的表现在一次过的
540 万令吉利息开销下受到影响，速伯玛（Supermx，7106）的净利按季还是
上涨10.0%。我们调高2010 财政年收益15%，主要是因为该公司稳健的表
现、强劲的胶手套需求，以及管理层设定的1 亿6800 万令吉内部净利目标。保
持买入推荐，目标价格从之前的7.94 令吉调高到10.00 令吉。

cashonhand

速伯玛（目标价格：10.00－买入）
2009 财政年业绩超越预测，主要是受到更高的手套价格激励，以及来自拉丁美
洲，特别是巴西一贯的强劲需求。尽管2009 财政年第4 季的表现在一次过的
540 万令吉利息开销下受到影响，速伯玛（Supermx，7106）的净利按季还是
上涨10.0%。我们调高2010 财政年收益15%，主要是因为该公司稳健的表
现、强劲的胶手套需求，以及管理层设定的1 亿6800 万令吉内部净利目标。保
持买入推荐，目标价格从之前的7.94 令吉调高到10.00 令吉。

百万千万梦想

速伯玛（目标价格：10.00－买入）
2009 财政年业绩超越预测，主要是受到更高的手套价格激励，以及来自拉丁 ...
cashonhand 发表于 22-2-2010 04:59 PM

    这是OSK的target price 对吗？？请附上the links..thks