【SUPERMX 7106 交流专区】速伯玛

Mr.Business

Stanley Thai中招了。。。

APLI

25/03/2008

Subject:
        
IMPOSITION OF PUBLIC REPRIMAND ON APL INDUSTRIES BERHAD ("APLI" OR "THE COMPANY") AND (ii) PUBLIC REPRIMAND AND FINE ON THE EXECUTIVE DIRECTORS OF APLI

Contents :        
     
1. Bursa Malaysia Securities Berhad ("Bursa Securities") today publicly reprimanded APLI for breach of paragraph 9.16(1)(a) of Bursa Malaysia Securities Berhad’s ("Bursa Securities") Listing Requirements ("LR").

2. APLI is also required to carry out a limited review on the Company’s quarterly report submission. The limited review must be performed by the Company’s external auditors for four quarters commencing from the quarter subsequent to the date of this announcement.

3. Bursa Securities has also instituted enforcement action pursuant to paragraph 16.11 of the LR against the directors of the Company for the aforesaid breach and hereby publicly reprimands and imposes a fine on Dato’ Seri Thai Kim Sim, Stanley and Datin Seri Tan Bee Geok, Cheryl who have been appointed as the Chief Executive Officer and Executive Director of APLI respectively since 15 February 2005. Dato’ Seri Thai Kim Sim, Stanley was subsequently appointed as Executive Chairman on 14 December 2007.

4. Paragraph 9.16(1)(a) of the LR stipulates that the content of a press or other public announcement is as important as its timing. A listed issuer must ensure that each announcement is factual, clear, unambiguous, accurate, succinct and contains sufficient information to enable investors to make informed investment decisions.

5. Paragraph 16.11 of the LR states that a director of a listed issuer must not: -
(a) cause, aid or abet a breach of these Requirements by such listed issuer; or
(b) permit, either knowingly or where he had reasonable means of obtaining such knowledge, a listed issuer to commit a breach of these Requirements.

6. The Company was found to be in breach of paragraph 9.16(1)(a) of the LR in respect of the Company’s announcement dated 29 August 2007 on its fourth quarterly report for the financial year ended 30 June 2007 ("4th QR 2007") which failed to take into account the adjustments as explained in the Company’s announcement on 31 October 2007. The Company had reported an audited loss after taxation of RM21.091 million in its annual audited accounts for the financial year ended 30 June 2007 as compared to an unaudited loss after taxation of RM4.519 million in its 4th QR 2007. The increase in after taxation loss of RM16.572 million represents a variance of approximately 367%.

7. Bursa Securities also found the following directors of APLI to be in breach of paragraph 16.11(a) of the LR for causing the Company to breach paragraph 9.16(1)(a) of the LR for which the following penalties were imposed: -

No.	Name of Director	Position / Date of Appointment	Penalty
1.	Dato’ Seri Thai Kim Sim, Stanley	Chief Executive Officer and member of Audit Committee / 15 Feb 2005 Executive Chairman / 14 Dec 2007	Public Reprimand and fine RM50,000
2.	Datin Seri Tan Bee Geok, Cheryl	Executive Director / 15 Feb 2005	Public Reprimand and fine RM25,000

8. The above penalties on APLI and its directors are imposed pursuant to paragraph 16.17 of the LR after taking into consideration all facts and circumstances of the matter and upon completion of due process.

9. Bursa Securities views the above contraventions seriously and cautions the Company and its Board of Directors on their responsibility to maintain appropriate standards of corporate responsibility and accountability in order to achieve greater disclosure and transparency to the shareholders and the investing public.

10. The directors of the Company at the material time (of the abovementioned breach) are as follows: -
(a) Dato’ Seri Thai Kim Sim, Stanley
(b) Datin Seri Tan Bee Geok, Cheryl
(c) Dato’ Ting Heng Peng
(d) Dato' Tan Geok Swee @ Tan Chin Huat
(e) Rashid Bin Bakar
(f) Gong Wooi Teik
(g) Tan Sri Dato’ Dr. Abdullah Bin Mohd Tahir (retired on 14 December 2007)

http://announcements.bursamalaysia.com/EDMS%5Cedmsweb.nsf/LsvAllByID/63518A396D2771DC4825741700229B17?OpenDocument

[ 本帖最后由 Mr.Business 于 25-3-2008 07:48 PM 编辑 ]

scsiang82

未审核与审核业绩差异巨大 亚太工业遭谴责兼罚款 2008/03/26 12:56:05
●南洋商报

（吉隆坡25日讯）由于亚太工业（APLI，5479，主板工业产品股）截至2007年6月30日财政年未审核与审核业绩差异巨大，该公司和其执行董事今日被大马交易所公开谴责并罚款。

亚太工业因其截至2007年6月30日财政年的业绩报告中，税后亏损出现高达367％的差异，而触犯上市条例9.16（1)(a)。

有鉴于此，大马交易所今日公开谴责亚太工业和其总执行长拿督斯里郑金森，以及执行董事拿汀斯里陈美玉。郑金森和陈美玉也分别被罚款5万令吉和2万5千令吉。

http://www.nanyang.com/index.php?ch=7&pg=12&ac=827238

harimau

胡万铎脱身了。哈哈.....

Mr.Business

哦，APLI的前任大股东，Foo Wan Thot @ Foo Wan Kang就是胡万铎。。。


Monday, January 7, 2002
Patriarch well known for his generosity

IPOH: Located beside the Ocean Shopping Centre in the city is Jalan Foo Yet Kai, a road named after the patriarch of a prominent family known for its generosity towards welfare and education.

Before his untimely death in 1961, Foo Yet Kai’s “empire” included several estates and plantations, logging camps, tin mines, high-rise buildings and rows of shophouses.

Foo Yet Kai ...was shot dead during a robbery at his house.

The family also had investments in Singapore and Hong Kong.

Born in Batu Gajah in 1907, Foo Yet Kai was taken back to China by his mother at the age of three when his father died.

His early days were spent in poverty as his mother worked in the fields to raise him at Yunting village in the Fujian Province.

According to his eldest son Foo Wan Thot, his father was a natural leader even when he was young.

“He was known as the ‘big brother’ to the young people in his village. His displayed courage when he was only 11 when he confronted the leader of a group of soldiers who ransacked his house during a civil war.

“The leader admired his bravery and granted protection to his house,” said Wan Thot.

In 1924 at the age of 18 Foo returned to Malaya and started to work in a tin mine under the guidance of his uncle.

After years of hard labour, he gained enough knowledge to start his own mines.

His business acumen led him to diversify into the world of finance, property and agriculture.

In his time, Foo allowed the Chung Thye Phin Villa, which he bought from the family of the late Kapitan, to be converted into a private hospital, then known as Our Lady’s Hospital.

It was under the administration of the Sisters of the Franciscan Missionaries of the Divine Motherhood from April 1964 to Jan 1983. The Foo family charged no rental.

The Kinta Medical Centre, which has now taken over the hospital, still provides free treatment and hospitalisation for patients recommended by the Foo Yet Kai Foundation.

Another legacy of Foo is the Shen Jai High School set up in 1958 in Jalan Bendahara in memory of his father Foo Kan Yik. A road behind the medical centre has been named after his father.

Shen Jai High School with an enrolment of about 1,000 students moved to Jalan Gopeng last year.

Foo was an outstanding figure in the Chinese community being the first president of the Perak Yunting Association formed in 1947 and the vice-president of the Perak Kheh Community Association in 1949.

Foo was shot dead during a robbery at his house in 1961. On his death the family was said to have donated one-third of his fortune to charity and set aside RM1mil to start the Foo Yet Kai Foundation to help the needy and the sick.

He left behind six sons and 13 daughters, many of whom are prominent figures in society today. They include Wan Thot who is the chairman of the Council of Perak Chinese School Committees and the Perak Kheh Community Association and a former president of the United Chinese School Committees Association of Malaysia.

http://www.asiawind.com/forums/read.php?f=1&i=9865&t=4133

胡万铎，祖籍闽西永定下洋中川村人，为马来西亚霹雳州马籍华人、大矿业家胡曰皆的长子。1955年，胡万铎还在中学读书时，正逢马来西亚政府颁令实行所谓华文中学改制，意欲剥夺华族子弟接受自己民族文化的权利。这个法令，理所当然的引起了华族社会的强烈反对，爆发了一场反对华文中学改制的学潮。而胡万铎正是这次学潮的急先锋，曾经被当局逮捕。释放以后，他仍然进行长期的不屈的斗争。到了二十世纪的七十年代，当局迫于广大华族的正义呼声，不得不承认华族子弟有接受和继承自己母体民族的文化教育的权利。

http://jx.ganzhou.com/Renwen/Renwenkjfq/200802/8306_3.html

[ 本帖最后由 Mr.Business 于 26-3-2008 03:07 PM 编辑 ]

kit13

最近注意这股，一口气读完这楼，还不是很明白。。。。
STOCK CODE         NAME             REF         HIGH         LOW         LAST         CHANGE         VOLUME ('00)
7106                   SUPERMX         1.610           1.610         1.590         1.600         -0.010              413

                                        High                                   Low
        Prices 1 Month               1.690          (09-Apr-08)   1.480   21-Mar-08)
          Prices 3 Months         2.150          (24-Jan-08)        1.400          (10-Mar-08)
        Prices 12 Months         2.690          (18-Jul-07)        1.400          (10-Mar-08)
        Volume 12 Months         29,354          (18-Jul-07)        19          (28-Feb-08)
http://biz.thestar.com.my/market ... p8=413&p9=2.221

到底SUPERMX 会是一匹黑马吗？还是一迷不振？

derwee

我相信等APLI重组完毕，及美元回升，超级马一定会往上直升的。
最近的价位在1.70左右，趁低吸纳。。。。

Mr.Business

原帖由 kit13 于 20-4-2008 09:59 PM 发表
最近注意这股，一口气读完这楼，还不是很明白。。。。
STOCK CODE         NAME             REF         HIGH         LOW         LAST         CHANGE         VOLUME ('00)
7106                   SUPERMX         1.610           1.610         1.590         1.600         -0.010              413

        ...

我强烈怀疑她的老板的诚信有问题，对她的帐目的真实性没信心。

悶蛋

原帖由 derwee 于 21-5-2008 11:18 PM 发表
我相信等APLI重组完毕，及美元回升，超级马一定会往上直升的。
最近的价位在1.70左右，趁低吸纳。。。。

我觉得supermax已经过了最值得博的价钱了,
纯粹个人意见啦

88neway

昨天又进了5lots，在rm1.65..
稍微拉低了平均买入价，但还是在亏着。。。
闷蛋兄，不知为什么你会说手套业是遭人唾弃的行业呢？
能指点一下吗？

悶蛋

INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2008	31/03/2007	31/03/2008	31/03/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	191,456	115,622	191,456	115,622
2	Profit/(loss) before tax	16,363	13,271	16,363	13,271
3	Profit/(loss) for the period	15,734	12,472	15,734	12,472
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,734	12,472	15,734	12,472
5	Basic earnings/(loss) per share (sen)	5.93	5.49	5.93	5.49
6	Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent (RM)	1.5000		1.6600

透过supermax的业绩来预测topglove的业绩

悶蛋

原帖由 88neway 于 24-5-2008 11:28 AM 发表
昨天又进了5lots，在rm1.65..
稍微拉低了平均买入价，但还是在亏着。。。
闷蛋兄，不知为什么你会说手套业是遭人唾弃的行业呢？
能指点一下吗？

内忧外患,股价就是股民给的答案

Mr.Business

原帖由 悶蛋 于 29-5-2008 05:36 PM 发表
透过supermax的业绩来预测topglove的业绩...

预测如何呢？

88neway

刚发现supermax的substantial shareholders之一Atlantis Investment Management Ltd从13号
开始便一直在出票。
Atlantis Investment Management Ltd是supermax的5大substantial shareholders之一，拥有近5%的share.
小弟在这里想请问一下，什么是substantial shareholders?
supemax的股价最近都在下挫会不会是Atlantis一直丢票造成的呢？
什么原因促使Atlantis一直出票？是因为supermax的业绩不理想了吗？
还不太会分析supermax的财报，还在学习中，请指点指点。。
Date of Change        No of shares        Price Transacted(RM)        Transaction
13/05/2008        6,000.00                        0        Disposed
14/05/2008        26,100.00        0        Disposed
15/05/2008        13,400.00        0        Disposed
16/05/2008        37,600.00        0        Disposed
20/05/2008        22,000.00        0        Disposed
22/05/2008        24,300.00        0        Disposed

悶蛋

原帖由 Mr.Business 于 29-5-2008 05:45 PM 发表


预测如何呢？

supermax一直以来都有着双位数的净利率,
看样子今年topglove的挑战绝对比以往都还大,
我的投资有一个错,
就是公司也许没什么大问题,
但是价格就有不小的问题了,
所以在买价方面我要努力改进,
最近在研究易经的潜龙篇,
跟你教导我的猎豹篇有异曲同工之妙
生意兄,我想对于手套业,
撇除人为因素,
我们较好的策略应该是采取观望吧,
忘了交代,纯属个人意见,买卖自负

[ 本帖最后由 悶蛋 于 30-5-2008 08:50 AM 编辑 ]

scsiang82

更新: May 31, 2008 02:15

冀政府檢討天然氣供應
速伯瑪或轉用生化燃料

（吉隆坡30日訊）速伯瑪（SUPERMX，7106，主板工業）指出，一旦政府減少或撤銷天然氣補貼制，公司或全數轉用生化燃料，充作廠房生產燃料。

速伯瑪執行主席兼董事經理拿督斯里鄭金森指出，原料如包裝及燃油成本高漲，加上匯率波動，都會影響公司成本。

他透露，燃料佔公司總成本約9%至10%，主要為天然氣及生化燃料。

他說，由于我國政府補貼天然氣價格，因此有助紓緩燃料成本壓力。

“公司旗下廠房生產設備為雙燃料系統，若政府減少或撤銷天然氣補貼，必要時我們將全面轉用生化燃料。”

“一旦燃料成本增加，我們將轉嫁淨上揚成本給消費者。”

他今日出席年度股東大會后，發表談話。

供應關鍵

鄭金森認為，比起天然氣價格，供應才是業者更關注的問題。

他透露，天然氣供應短缺問題已困擾相關業者逾2年，也影響國內外投資計劃。

目前，國內約65%天然氣供應給獨立發電商（IPP）

他呼籲政府檢討現有政策，以允許供應特定數額天然氣，給其他可製造更多就業機會的領域業者。

“如此一來，速伯瑪才能加速業務擴展機會。”

目前，速伯瑪出口所有產品至全球155個國家。

鄭金森表示，公司無意開拓本地市場，但將放眼更多新興市場，例如中國、印度、越南及巴西。

他透露，公司在2000年進軍巴西，已佔有一定市場及優勢。

“此外，聯號公司亞太工業（APLI，5479，主板工業）在越南擁有廠房，我們可藉此滲入當地市場。”

他也說，將探討在中國設立分銷中心，以加速拓展當地市場。

速伯瑪目前透過分銷商，外銷手套至中國市場。

專注整合生產配備
首季淨利升26%

速伯瑪截至3月底首季，營業額按年揚升65.6%，淨利揚26%。

鄭金森指出，業績亮眼歸功于業務額外自行成長，這包括去年7月完成合併的子公司斯保利工業業績。

詢及今年資本開銷時，他回應說，未來國內擴展計劃或投資，胥視政府是否調整天然氣供應政策。

“若能取得更多天然氣供應，我們將可加速擴展步伐。”

他透露，公司約20%淨利將供股息派發給股東，余下用作資本開銷及償還銀行貸款。

他說，次季資本開銷將專注聯號公司，達5200萬令吉。

速伯瑪將在未來10年，整合旗下生產設備及添置新機械。

乳膠手套需求續成長

全球乳膠手套需求每年持續成長10%至12%，詢及未來季度展望時，鄭金森回應說：“次季表現將更佳。”

針對持股12.9%的PN17公司----亞太工業重組進度，他說，已呈交重組計劃給當局，正等待當局批准。

惟鄭金森未正面回應是否會提高亞太工業持股權，僅透露速伯瑪將接受亞太工業資本重組計劃的任何認購權。

另一方面，僑豐投資研究看好速伯瑪前景，並建議買入此股，目標價3.07令吉。

該行指出，斯保利工業料將正面貢獻速伯瑪業績，且后者新增8條生產線，料可助重振未來季度業績。

閉市時，速伯瑪報1.59令吉，跌1仙，全日成交量31萬4000股。

http://chinapress.com.my/content_new.asp?dt=2008-05-31&sec=business&art=0531bs16.txt

scsiang82

Supermax may up prices if fuel subsidy removed
By Kamarul Yunus Published: 2008/05/31

MEDICAL gloves manufacturer Supermax Corp Bhd said it may pass on rising costs to consumers when the government decides to reduce or abolish fuel subsidies.

Supermax exports 100 per cent of its products to 155 countries.

Executive chairman and group managing director Datuk Seri Stanley Thai said fuel costs now makes up nine to 10 per cent of Supermax's total operating costs.

"If there is an abolishment of the fuel subsidy on natural gas, our operating costs would be affected," he told reporters after the company's annual general meeting in Petaling Jaya yesterday.

Thai said the company has initiated a dual fuel system whereby the majority of its manufacturing facilities use natural gas, which is subsidised by the government on a fixed rate basis.

"We also use biomass from palm kernel and fibre, as well as wood waste to burn our boilers. But we are facing some challenges in terms of adequate supply of the biofuel," he said.

A more pressing issue, Thai said, is the shortage of natural gas for industrial use in Malaysia.

"The natural gas supply is critical in Malaysia. New companies and investors that want to set up factories cannot get additional supply of gas. As a result, some of the potential investments were shelved," he said.

Meanwhile, Thai said Supermax wants to expand its reach in emerging markets such as China, India, Vietnam and Brazil.

Supermax has established five distribution networks, of which the primary ones are located in Brazil, the US and Canada, with smaller ones in Europe and Australia.

"China is a fast-growing consuming market across various industries that require gloves, from medical, infection control, dental market, food services to industrial market," he said.

Going forward, Thai said, the company plans to consolidate its small and old facilities in the next 10 years.

"We will build new facilities and relocate the small and old plants to the new sites.

"We will also consolidate the small plants and relocate to one site to become a bigger facility," he said.

The Supermax Group has eight factories manufacturing various types of latex gloves.

On the company's financial result, Thai said Supermax expects to register higher revenue in the second quarter ended June 30 compared to the same quarter last year.

The company registered a profit of RM15.7 million in the first quarter ended March 31 2008, against RM12.5 million in the same quarter last year.

Its revenue rose to RM191.5 million in the first quarter 2008, against RM115.6 million last year.

Thai attributed the increase to additional organic growth of its production capacity as well as consolidation of Seal Polymer Industries Bhd's financial results.

http://www.btimes.com.my/Current_News/BTIMES/Saturday/Nation/kdmax.xml/Article/

Mr.Business

天然气补贴若取消将提高成本 速伯玛料上调手套售价 2008/05/30 18:04:45
●南洋商报

（吉隆坡30日讯）速伯玛（Supermx，7106，主板工业产品股）表示，如果政府废除天然气补贴，这将增加该公司的生产成本，该公司也有可能上调手套的售价。

该公司执行主席兼董事经理拿督斯里郑金森在股东常年大会后指出：“燃油占速伯玛营运成本的9至10％，这将影响营运成本，如果情况许可，我们将放弃使用天然气，改用生物燃油。”

“但利用油棕生产的生物燃油，也在某些月份面对供应短缺的问题，总的来说，无论是天然气或生物燃油，都是公司面对的挑战。”

他说，石油价格虽然创下历史新高，但是大马是一个很幸运的国家，因为除了利用石油作为生产能源外，还可以使用天然气；另外，还有生物燃油，所以比起其他国家的手套生产公司，该公司可以更有效地管理生产成本。

另一方面，郑金森也说，本地其实也面临天然气供应短缺的问题，许多本地工程合约都面对该问题，这比起天然气价格高涨的问题更为严重，其中65％的天然气已供应给独立发电厂（IPP），政府应正视这个问题。

他指出，该公司的手套出口至155个国家，其中包括一些新兴国家，例如巴西、中国、印度及越南等，该公司有信心能攫取更多的越南市场份额，在中国也将建立更多行销网络，并与当地分销商合作以竞投当地医院合约。

目前，速伯玛所有的产品都出口至国外，询及是否有计划进军本地市场时，他则表示暂无打算。

询及是否将增持亚太工业（APLI，5497，主板工业）股权时，他则表示无可奉告。

http://www.nanyang.com/index.php?ch=7&pg=12&ac=848232

Mr.Business

原帖由 scsiang82 于 31-5-2008 04:28 PM 发表
“此外，聯號公司亞太工業（APLI，5479，主板工業）在越南擁有廠房，我們可藉此滲入當地市場。”

越南宏观经济前景恶化，通胀率高挂于25％，其央行更上调该国利率至12％，看来企业经营艰难。。。

好世紀結束越南製造紙袋業務
大馬財經  2008-05-31 12:11
（吉隆坡）好世紀（CENBOND，7171；主板工業產品組）停止旗下越南的製造紙袋業務。

該公司文告指出，該公司決定停止旗下獨資子公司─Prestige包裝（越南）在該國的製造紙袋業務，以避免進一步虧損。越南業務自2005年設立以來皆蒙受虧損。惟該公司將繼續開拓湧現的商機。

星洲日報／財經‧2008.05.31

http://biz.sinchew-i.com/node/13378

燎原水

顶上来，20/6/08 1。38

88neway

再帮忙顶一下。 11/7/08 收市价 1。28
大家都热衷于讨论TOPGLOVE，SUPERMX显得斯人独憔悴。