COMFORT 2127 QUARTERLY REPORT 31 OCT 2018
Quarterly Report Review:
收入与去年同期相比增加19%主要是销售量增加和美金走强因素。
但净利却减少主要是一次性的物流开销所致。
该集团强调天然合成高级专业手套将会提供增长和改善的机会，但是原料价格和能源成本增加将会影响该集团的盈利。
该集团有信心获得更大的市场份额和透过提高营运的灵活性来提高利率。
该集团将会持续创新产品以稳固手套制造商的地位。
Reference Price:
18.12.2018
Price: RM 0.89
Rolling EPS: RM 0.0416
PE: 21.39
NTA: RM 0.49
Price/NTA: 1.82
PE*Price/NTA: 38.85
Undervalued: RM 0.505
Fair Value: RM 0.675
Overvalued: RM 1.01
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19%主要是销售量增加和美金走强因素。
但净利却减少主要是一次性的物流开销所致。
该集团强调天然合成高级专业手套将会提供增长和改善的机会，但是原料价格和能源成本增加将会影响该集团的盈利。
该集团有信心获得更大的市场份额和透过提高营运的灵活性来提高利率。
该集团将会持续创新产品以稳固手套制造商的地位。
Reference Price:
18.12.2018
Price: RM 0.89
Rolling EPS: RM 0.0416
PE: 21.39
NTA: RM 0.49
Price/NTA: 1.82
PE*Price/NTA: 38.85
Undervalued: RM 0.505
Fair Value: RM 0.675
Overvalued: RM 1.01
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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