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TOPGLOV 7113 QUARTERLY REPORT 31 MAY 2019

Quarterly Report Review:

收入与去年同期相比增加8.1%主要是销售量增加。

但净利却减少主要是橡胶价格增加大约22%促使原材料成本与销售价格之间产生不平衡。

该集团位于马来西亚的第32号工厂的第一阶段和第33号工厂预计将会在2019年初第二季度完成,第32号工厂的第二阶段预计将会在2019年第三季度完成;第2B号工厂翻新预计将会在2019年第四季度完成;第5A号工厂和第40号新工厂的第一阶段预计将会在2020年第一季度完成;第40号新工厂的第二阶段预计将会在2020年第三季度完成;第42号新工厂预计将会在2020年第四季度完成。

该集团位于泰国的第8A号工厂的第一阶段预计将会在2020年第四季度完成。

该集团位于越南的第41号工厂的第一阶段预计将会在2020年第二季度完成。

这些工厂完成是预计生产线会增加224条,年产量228亿只手套。


Reference Price:
31.05.2019
Price: RM 4.87
Rolling EPS: RM 0.1932
PE: 25.21
NTA: RM 0.97
Price/NTA: 5.02
PE*Price/NTA: 126.57
Undervalued: RM 1.54
Fair Value: RM 2.05
Overvalued: RM 3.08


Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates…

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