KOSSAN 7153 QUARTERLY REPORT 30 JUNE 2018
Quarterly Report Review:
收入与去年同期相比增加1.28%。
长期借贷从一亿八千六百多万增加至两亿四千四百多万。
短期借贷从一亿六千八百多万增加至两亿两千六百多万。
该集团的第十六号工厂将专注生产丁晴手套，并采用高速的浸渍技术，自动化系统，以减少对人力的依赖。
该集团预计第十六号工厂将会生产30亿只手套并会在2018年8月全面运行。
该集团预计第十七号工厂将会生产15亿只手套并会在2018财政年的第四季度全面运行。
该集团预计第十八号工厂将会生产25亿只手套并会在2019财政年的第二季度全面运行。
该集团预计第十九号工厂将会生产30亿只手套并会在2019财政年的第四季度全面运行。
这三间新工厂预计年生产量将为该集团增加70亿只手套并促使2019财政年的手套生产量提升至320亿只手套。
该集团在2018年3月以八千两百四十万购买霹雳州的一块土地预计需要八年的时间来发展，并预计发展后手套年生产量将会提升至450亿只手套。
Reference Price:
17.08.2018
Price: RM 4.43
Rolling EPS: RM 0.2807
PE: 15.78
NTA: RM 191
Price/NTA: 0.02
PE*Price/NTA: 0.37
Undervalued: RM 26.10
Fair Value: RM 34.80
Overvalued: RM 52.20
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.
收入与去年同期相比增加1.28%。
长期借贷从一亿八千六百多万增加至两亿四千四百多万。
短期借贷从一亿六千八百多万增加至两亿两千六百多万。
该集团的第十六号工厂将专注生产丁晴手套，并采用高速的浸渍技术，自动化系统，以减少对人力的依赖。
该集团预计第十六号工厂将会生产30亿只手套并会在2018年8月全面运行。
该集团预计第十七号工厂将会生产15亿只手套并会在2018财政年的第四季度全面运行。
该集团预计第十八号工厂将会生产25亿只手套并会在2019财政年的第二季度全面运行。
该集团预计第十九号工厂将会生产30亿只手套并会在2019财政年的第四季度全面运行。
这三间新工厂预计年生产量将为该集团增加70亿只手套并促使2019财政年的手套生产量提升至320亿只手套。
该集团在2018年3月以八千两百四十万购买霹雳州的一块土地预计需要八年的时间来发展，并预计发展后手套年生产量将会提升至450亿只手套。
Reference Price:
17.08.2018
Price: RM 4.43
Rolling EPS: RM 0.2807
PE: 15.78
NTA: RM 191
Price/NTA: 0.02
PE*Price/NTA: 0.37
Undervalued: RM 26.10
Fair Value: RM 34.80
Overvalued: RM 52.20
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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