【TOPGLOV 7113 交流专区】顶级手套

Mr.Business

新闻。

OSK downgrades Top Glove
Published: 2008/07/03

The research house cuts its target price for Top Glove to RM5.20 a share from RM5.50

OSK Research downgraded its call on Malaysian rubber glove maker Top Glove to "Neutral" after the company reporting lower-than-expected earnings, the brokerage said today.

It did not state its previous call on the company.

The brokerage also cut its target price for Top Glove to RM5.20 (US$1.59) a share from RM5.50.

The stock yesterday traded at RM4.20.

The world's biggest rubber glove manufacturer reported a net profit of RM26.1 million in the quarter to May 31 2008, as against RM25.9 million in the same quarter a year ago.

http://www.btimes.com.my/Current ... /Article/index_html

ThermoFisher

油國：天然氣加快漲價
即時新聞 國際財經  2008-07-03 16:31

（卡塔爾‧多哈）雖然國際油價漲翻天，但天然氣價格漲勢明顯落後，卡塔爾與阿爾及利亞能源部長雙雙指出，在需求持續擴增的推升下，天然氣行情漲勢可能加快，並與油價齊頭並進。

英國天然氣價格目前約為每撒姆（therm）72.15便士，以能源含量來說相當於油價每桶86美元，而英國布蘭特原油價格則已達每桶141美元。今年來英國天然氣價格的漲幅為38%，落後油價的51%。

紐約商交所的天然氣8月期貨週二（2日）每百萬BTU（英熱量單位）的結算價為13.505美元，上漲15.2美分或1.1%。根據英國石油公司彙整的資料顯示，去年全球天然氣的用量增加3.1%，幾乎是石油需求增幅（1.1%）的3倍。

卡塔爾石油部長阿爾艾提亞本週稍早指出：“天然氣屬於乾淨能源，同時是石油的替代能源，其價格起碼應該與石油差不多。”:@

cyclop

Topglov 果然强，几乎蚊风不动。kossan 完蛋了，supermx也完蛋了。

以最新一季来换算,以今天12pm的价钱来看，

Topglov  pe=12.0
kossan    pe=6.6
supermx  pe=5.6
adventa   pe=7.0
harta       pe=9.8

lawrence311

Topglove 的走势有时很搞笑的。。。
人家跌，它不跌，人家升，它狂跌

Mr.Business

新闻。

Big planters ready for bigger bounce
By Ooi Tee Ching        
Published: 2008/07/07

Record prices have spurred IOI to replace oil palm trees that had succumbed to the ganoderma disease with rubber trees and Sime Darby to plant rubber trees on steep slopes

BIG plantation companies are starting to plant rubber trees on hilly land as rubber prices hit records, Plantation Industries and Commodities Minister Datuk Peter Chin said.

At current record prices, companies can make more money planting rubber trees than oil palm trees on marginal soil. Marginal soil is land on hilly areas that are typically not so fertile.

"IOI Corp Bhd is replacing oil palm trees that had succumbed to the ganoderma disease with rubber trees. Sime Darby Bhd is also planting rubber trees on steep slopes where it is not suitable for oil palm trees," Chin said.

"At current high rubber prices, the investment return on one hectare is better than that of oil palm planted on marginal soil," he told Business Times in a recent interview in Kuala Lumpur.

Last week, centrifuge latex at the physical market of the Malaysian Rubber Exchange traded at its all time high of RM7.18 per kg.

From its lowest level of RM1.50 per kg in 2001, latex prices have been rising until the middle of 2006. Then, after fluctuating for 12 months, prices started to climb again to current record levels of more than RM7.00 per kg.

Large plantation companies may be big producers of palm oil but when it comes to rubber, they are bit part players.

"Last year, out of the 1.2 million tonnes of natural rubber produced, only 5.6 per cent or 66,625 tonnes were from estates. Smallholders supply most of the country's latex," he said.

Chin said big plantation companies can get pioneer status and investment tax allowance to plant rubber trees on a large scale under the forest plantation scheme.

In 2002, the federal government extended incentives given to approved agricultural projects under schedule 4(A) of the Income Tax Act 1967 to forest plantations.

"This is in the form of deductions for capital expenditure to clear at least 50ha land, construct road and bridges in the farm and plant rubber trees," Chin said. "The deductible expenses stretch for 25 years, the average lifespan of rubber trees," he added.

As of last year, there are 1.23 million hectares of land planted with rubber trees in Malaysia.

"Although the total area planted with rubber trees has been shrinking since the 1980s, my ministry has set a cut-off point at 1.20 million hectares to ensure minimum annual production of a million tonnes," he said.

Chin expects planted areas to start expanding again in the next five years.

"There will be 10,000ha new plantings in Sabah, such as in Pulau Banggi, Kudat, Bengkoka and Pitas.

"The Sarawak state government, under its rural development programme, has designated 30,000ha in Seri Aman, Betong and Seratok for new rubber plantings," Chin said.

This year, the Rubber Industry Smallholders' Development Authority (Risda) is carrying out new plantings on 1,000ha in Peninsular Malaysia.

"Apart from that, Risda is using cess money to carry out replanting of rubber. Every year, they replant around 20,000ha," the minister said.

Chin said high rubber prices are also encouraging rubber tappers to increase their output. He expects Malaysia's rubber output to touch 1.26 million tonnes, five per cent more than last year's 1.20 million tonnes.

http://www.btimes.com.my/Current ... etah-2.xml/Article/


High prices fuel rubber theft
By Ooi Tee Ching        
Published: 2008/07/07

RISING rubber prices are bringing cheer to smallholders but they are also fuelling rubber theft.

In the first half of this year there were 41 cases, four times the number of cases in 2007, Plantation Industries and Commodities Minister Datuk Peter Chin said in an interview in Kuala Lumpur recently.

The Malaysian Rubber Board (MRB) statistics show that there were 13 rubber theft cases in 2005 and the situation worsened in the following year with 38 cases. Last year, reports of stolen rubber declined to 10 cases.

Chin said the government takes a tough stand on rubber theft as it can have a negative impact on the industry, if left unchecked.

To overcome this problem, MRB had revived the registration system for all smallholders.

"Only the rightful smallholders and authorised persons possessing the MRB identification card are eligible to sell the cup lumps and latex to the dealers," Chin said.

Licensed rubber dealers, too, are required to install signboards so that smallholders do not mistakenly sell to non-licensed dealers.

In a separate interview, MRB director-general Datuk Dr Kamarul Baharain Basir said his agency is working closely with police against rubber glovemakers that use stolen latex.

MRB has set up an office at the Bukit Kayu Hitam Customs checkpoint and its enforcement officers are carrying out routine inspections on all rubber tankers entering Malaysia from Thailand.

About 90 per cent of latex that is used by rubber manufacturers here is imported from Thailand.

"Up until now, we've suspended the licence of one rubber glovemaker and withdrawn another. We're also investigating six more," Kamarul said.

"Ultimately, we want to make sure the rubber processing mills in Malaysia do not face operational problems," he added.

http://www.btimes.com.my/Current ... /Article/index_html

lawrence311

生意兄，Topglove 本身有种植 Rubber 吗？如果有，大吗？
因为我没有这方面的资料
请恕我研究不力。

Mr.Business

Topglove本身没有种植Rubber。

lawrence311

原帖由 Mr.Business 于 7-7-2008 12:32 PM 发表
Topglove本身没有种植Rubber。

Topglove 有对此作出解释吗？因为我觉得这样能有效控制成本

scsiang82

生意兄，你的顶级还在吗？？

Mr.Business

原帖由 Mr.Business 于 7-7-2008 12:04 PM 发表
其实我只有小量Top Glove，买进的假设是Top Glove的盈利能力不变，现在很明显她不可能达成她的盈利预测，所以我在她宣布季度业绩之后已经卖出，只留100股收年报。现在手上大部分是现金，等熊市，顺便看政治大戏。

http://chinese2.cari.com.my/myfo ... page=15#pid45081420

scsiang82

latex的价钱应该还是会维持在高价吧。。。

Big planters ready for bigger bounce
By Ooi Tee Ching Published: 2008/07/07


Record prices have spurred IOI to replace oil palm trees that had succumbed to the ganoderma disease with rubber trees and Sime Darby to plant rubber trees on steep slopes

BIG plantation companies are starting to plant rubber trees on hilly land as rubber prices hit records, Plantation Industries and Commodities Minister Datuk Peter Chin said.

At current record prices, companies can make more money planting rubber trees than oil palm trees on marginal soil. Marginal soil is land on hilly areas that are typically not so fertile.

"IOI Corp Bhd is replacing oil palm trees that had succumbed to the ganoderma disease with rubber trees. Sime Darby Bhd is also planting rubber trees on steep slopes where it is not suitable for oil palm trees," Chin said.

"At current high rubber prices, the investment return on one hectare is better than that of oil palm planted on marginal soil," he told Business Times in a recent interview in Kuala Lumpur.



Last week, centrifuge latex at the physical market of the Malaysian Rubber Exchange traded at its all time high of RM7.18 per kg.

From its lowest level of RM1.50 per kg in 2001, latex prices have been rising until the middle of 2006. Then, after fluctuating for 12 months, prices started to climb again to current record levels of more than RM7.00 per kg.

Large plantation companies may be big producers of palm oil but when it comes to rubber, they are bit part players.

"Last year, out of the 1.2 million tonnes of natural rubber produced, only 5.6 per cent or 66,625 tonnes were from estates. Smallholders supply most of the country's latex," he said.

Chin said big plantation companies can get pioneer status and investment tax allowance to plant rubber trees on a large scale under the forest plantation scheme.

In 2002, the federal government extended incentives given to approved agricultural projects under schedule 4(A) of the Income Tax Act 1967 to forest plantations.

"This is in the form of deductions for capital expenditure to clear at least 50ha land, construct road and bridges in the farm and plant rubber trees," Chin said. "The deductible expenses stretch for 25 years, the average lifespan of rubber trees," he added.

As of last year, there are 1.23 million hectares of land planted with rubber trees in Malaysia.

"Although the total area planted with rubber trees has been shrinking since the 1980s, my ministry has set a cut-off point at 1.20 million hectares to ensure minimum annual production of a million tonnes," he said.

Chin expects planted areas to start expanding again in the next five years.

"There will be 10,000ha new plantings in Sabah, such as in Pulau Banggi, Kudat, Bengkoka and Pitas.

"The Sarawak state government, under its rural development programme, has designated 30,000ha in Seri Aman, Betong and Seratok for new rubber plantings," Chin said.

This year, the Rubber Industry Smallholders' Development Authority (Risda) is carrying out new plantings on 1,000ha in Peninsular Malaysia.

"Apart from that, Risda is using cess money to carry out replanting of rubber. Every year, they replant around 20,000ha," the minister said.

Chin said high rubber prices are also encouraging rubber tappers to increase their output. He expects Malaysia's rubber output to touch 1.26 million tonnes, five per cent more than last year's 1.20 million tonnes.

http://www.btimes.com.my/Current_News/BTIMES/Monday/Frontpage/getah-2.xml/Article/

lawrence311

Latex 的走势 搞不好成为第二个 棕油
Latex 和 Oil 节节上升 + Topglove 本身没有种橡胶。。。
Topglove 这次真的有难了。。。

弹煮

你强调了两次，看来真得很严重

lawrence311

不好意思，删了
最近发帖都常有这种毛病，不知为什么。
发帖时 Stuck 了一下，然后就出两个了。。

弹煮

请不要介意。
其实我知道是系统问题，刚才我是多来讲的

scsiang82

表假假，你是来骗分的。。。

lawrence311

弹煮姐姐都钻石了，还需要骗分？

弹煮

骗分是次要任务
首要任务是吹水

弹煮

就是骗骗下不知不觉升钻石鸟

lawrence311

原帖由 弹煮 于 7-7-2008 03:55 PM 发表
就是骗骗下不知不觉升钻石鸟

你都已经上岸了 (到钻石), 骗酱多分有什么用呢？
分一点过来啦~~~