SUPERMX 7106 QUARTERLY REPORT 30 SEP 2017
Quarterly Report Review:
收入增加因为翻新工程后产量增加，平均销售价格上涨来应对原料价格上涨以及美元兑马币的强劲。
全球对天然橡胶和丁晴手套的需求依然强劲，医疗保健意识持续上升，医疗行业监管力度加大，公共部门的医疗保健支出不断增加，推动需求增大。
中国政府齐心协力打压中国的乙烯手套产业，也证明对天然橡胶和丁晴手套的生产商带来商机，因此需求已经转移到他们身上。
压制乙烯手套是因为乙烯手套厂污染严重，不符合中国环境法规。
该集团不断的改进，整修，重建和现代化制造厂，以获得最大的生产能力效率。
在购买厂房和设备方面较去年同季减少。
在这季报表里的知道该集团偿还了一些银行借贷。
但在现金方面仍保持同一个水准与去年同季相比。
Reference Price:
21.11.2017
Price: RM2.00
Rolling EPS: RM0.1174
PE: 17.04
NTA: RM1.60
Price/NTA: 1.25
PE*Price/NTA: 21.30
Undervalued: RM1.54
Fair Value: RM2.05
Overvalued: RM3.08
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 nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
收入增加因为翻新工程后产量增加，平均销售价格上涨来应对原料价格上涨以及美元兑马币的强劲。
全球对天然橡胶和丁晴手套的需求依然强劲，医疗保健意识持续上升，医疗行业监管力度加大，公共部门的医疗保健支出不断增加，推动需求增大。
中国政府齐心协力打压中国的乙烯手套产业，也证明对天然橡胶和丁晴手套的生产商带来商机，因此需求已经转移到他们身上。
压制乙烯手套是因为乙烯手套厂污染严重，不符合中国环境法规。
该集团不断的改进，整修，重建和现代化制造厂，以获得最大的生产能力效率。
在购买厂房和设备方面较去年同季减少。
在这季报表里的知道该集团偿还了一些银行借贷。
但在现金方面仍保持同一个水准与去年同季相比。
Reference Price:
21.11.2017
Price: RM2.00
Rolling EPS: RM0.1174
PE: 17.04
NTA: RM1.60
Price/NTA: 1.25
PE*Price/NTA: 21.30
Undervalued: RM1.54
Fair Value: RM2.05
Overvalued: RM3.08
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 nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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