【SUPERMX 7106 交流专区】速伯玛

百万千万梦想

其实我一直HOLD着supermx因为它的PE在手套股之间还很低。。
买大哥topglove很稳但股价上的比较慢，买小弟ADVENTA如果手套股下跌周期来到的话怕会顶不到。。。所以我选择了SUPERMX这个老字号，而股价又有上升空间的。。。

百万千万梦想

我是认真的
我曾经买入ADVENTA 7500shares@平均价RM1.50 而在RM2.80卖完，今天RM3多而且在知道它扩展 ...
huang_su_lang 发表于 22-3-2010 08:45 PM

    这两家现在像你所说的在扩展，现在还OK因为手套需求还有。。。如果手套股之间一直在扩展，供应多过需求时，那么这些比较小型的手套股厂就更可危了。。我一直在留意着手套股的需求，需求一下降的话，我就要走人了。。。

寻宝之旅

等待已久的“黑豹”开跑了！  生生性性，跑远一远的！ 加油！

芯琦

速伯玛要飞了

百万千万梦想

今天super马收在历史新高6.38。。今天的最高会是明天的最低点吗？？

kk_2009

回复 766# 百万千万梦想


希望今天的最高会是明天的最低点，恭喜各位迈进首个百万梦想的距离 又近一点了。。

DRAGONISM

这两家现在像你所说的在扩展，现在还OK因为手套需求还有。。。如果手套股之间一直在扩展，供应多 ...
百万千万梦想 发表于 23-3-2010 02:30 AM

产能过剩，很多人2,3年前一直讲，讲到现在，公司还是一样每年都增加产能，直到今天都没有停过呢。产能过剩? 呵呵呵。。。

huang_su_lang

回复 763# 百万千万梦想


      你一定是还没读我所指的资料，别妄下定论先HEHE
      Dragonism 说得对， 产能过剩 - 自从TOPGLOVE上市就有人提起产能过剩

P/S:鼓励大家的话： 三万块 DOUBLE 五次就是接近一百万， 好好利用你的钱，小心耐心做对的五次投资就可致富（不过知易行难。。。。呵呵）

百万千万梦想

回复  百万千万梦想


      你一定是还没读我所指的资料，别妄下定论先HEHE
      Dragonism 说得对， ...
huang_su_lang 发表于 24-3-2010 12:15 AM

    我看回我有HEHE到你吗？？奇怪....

我也是看好手套股的未来，所以我才会HOLD我的supermx到今天。。

我并不是说adventa,latexx不好，而是每个人的出发点不一样。。。

我不选大哥TOPGLOVE，不选小弟adventa,latexx...而我选了二哥supermax为我的主力是因为个人喜好罢了。。。没所谓的对或不对的。。。买大哥topglove很稳但股价上的比较慢，买小弟ADVENTA如果手套股下跌周期来到的话怕会顶不到。。。当然将来我可能也会选二哥HARTA进我的手套股组合。。我亲向选择二哥多过大哥和小弟

我会讲到要留意手套股的需求是因为我觉得我们虽然现在手套股起了很多，但是我们还是要居安思危，留意手套股未来的需求，毕竟H1N1无可否认的也帮了手套股很大的忙了。。

huang_su_lang

回复 770# 百万千万梦想


   
那是我的HEHE （我应该要放个 ” ，“）

百万千万梦想

回复  百万千万梦想


   
那是我的HEHE （我应该要放个 ” ，“）
huang_su_lang 发表于 24-3-2010 09:05 AM

    哈哈哈哈哈。。一场误会。。。。

huang_su_lang

最新的NOMURA RESEARCH 可以在SUPERMAX 网站下载到， 美国的HEALTHCARE BILL有着落了， 手套股三大天王能更上一层楼，看来还不是时候卖。。。。。

百万千万梦想

美国医药改革对手套股的未来影响。。。SUPERMX 和KOSSAN对US 的sales最多。。。

Health Care & Pharmaceuticals | Asia NOMURA SECURITIES MALAYSIA SDN. BHD. INDUSTRY QUICK COMMENT Sunday's vote on US healthcare reform resulted in the passing of the Senate version of the healthcare bill. Immediate impacts that could spur demand for gloves include among others, increased funding for community health centers. We see this as a mild positive for glovemakers in 2010 as reforms come online, which feeds into a mid- to long-term industry-wide theme as uninsured Americans seek out healthcare and existing citizens benefit from better coverage. In our view, Kossan and Supermax are key beneficiaries given high US sales exposure, and we reiterate Buy calls on the sector.

Research analyst: Jacinda Loh 60-3-2027-6889 [email protected] ublish Date: 22 Mar 2010 (SG) PHealthcare reform bill passed; positive for glove stocks' sentiment As highlighted in our Malaysia Rubber Gloves Anchor Report dated 10 March 2010, we pointed out the potential to grow the US market further with a key catalyst being the overhaul of the trillion dollar US healthcare system. Sunday’s historic House vote on US healthcare reform, which resulted in the passing of the Senate version of the healthcare bill in a narrow 219-212 vote, is expected to have widespread ramifications that extend beyond geographical boundaries. BBC News expects the bill to be signed into law shortly after yesterday's passing of the bill. Logically speaking, any good news on healthcare reform should benefit all the glovemakers under our coverage. However, the extent would depend on the level of direct and quantifiable impacts and the level of US exposure of the individual glove players, in our view. Immediate-term impacts like spending on Community Health Centers (CHCs) to directly affect demand for medical disposables Immediate-term impacts - increased insurance coverage for the 32 mn Americans not currently insured, bans on restrictive annual and lifetime limits on insurance coverage, elimination of co-payments for preventive services, increased funding for community health centers -appear to point towards one outcome. That is, increased demand for healthcare coming on-line from this point forward. We think this is positive for sentiment, although we do not expect US contributions to glovemakers' sales to significantly affect the bottom line at least in 2010, given health reforms take time to implement and for effects to be felt through the healthcare system. However, we do remain positive on the long-term healthcare theme as better coverage kicks in and as the US population ages. According to US Census data in 2008, about 120-130mn people in the US are above 45 years of age (43% of total population). Another 80+mn are in the 25 to 44 category. The aging population in the coming years is also expected to drive demand in the longer term, in addition to the reform plans that have been passed. While some of the reforms may have less-than-ideal outcomes for pharmaceutical and health insurance companies like the imposition of an annual fee according to market share, we see glove makers as only standing to benefit at the moment from these healthcare developments, given that gloves are relatively price-inelastic necessities. (NB: Even at its peak prices, it is estimated that a pair of latex gloves costs US 7 cents.) Investments targeted to be made Amount to be spent Investments in CHCs / National Health Service Corps Fund US$ 7.0 bn between 2010-2014 Expanding Access to US$ 2.5bn between 2010-2014

Primary Care services and General Surgery Services *Source: US Congressional Budget Office 20 March 2010 All companies with US exposure to benefit; Kossan and Supermax key beneficiaries Besides the positive sentiment generated by the passing of the reform bill, we see all the companies as being key long-term beneficiaries given their US sales exposure, with Kossan and Supermax being more well-placed to capitalize on demand upticks. Given that Supermax pursues an OBM model, its distribution arm, Supermax Inc, has existing ties with hospitals, nursing homes and dental clinics. We believe this allows it to more directly tap in to any increased demand coming from those networks. Name % of US Sales Kossan 50% Supermax 42% Top Glove 26% Source: Company data, Nomura research We reiterate our Buy ratings on Top Glove, Kossan and Supermax at PTs of RM15.16, RM9.51 and RM8.74, respectively. Valuation Methodology and Investment Risks: Top Glove - We value Top Glove by ascribing an FY11F P/E of 14.5x to FY11F EPS of RM1.045, close to its three-year average P/E and equal to the one-year forward market P/E of 14.5x, to arrive at our PT of RM15.16. Downsides to our call is mostly industry-related and includes 1) overcapacity and price wars occurring sooner than expected (ie by end FY-10); 2) if the government removes natural gas subsidies on an immediate basis instead of a gradual approach, and ; 3) a sharp, quick appreciation of the ringgit. Kossan - We peg Kossan's target 10x FY11F P/E multiple at its ~ 30% historical discount to Top Glove's FY11F P/E of 14.5x. Applied to our FY11F EPS of RM0.95, we arrive at our PT of RM9.51. Potential downside to our view includes delays / hiccups to the new product launch, which could affect Kossan's strategy to gain market share from other nitrile players and the higher-end segment. Industry downsides are similar to those that apply to Top Glove. Supermax - We peg Supermax's target P/E of 11.5x at a 21% discount to Top Glove, derived from its historical discount of ~30% to Top Glove; however, we argue that it should see an upward rerating given its write-off of the APLI investment. Applying this to FY11F EPS of RM0.75, we derive our PT of RM8.74. Donwside to our call is industry-related similar to Top Glove, as well as adverse and rapid currency movements that could affect income from its overseas distribution arms.

kk_2009

超级马爆升啦！！！

百万千万梦想

星期一一定破RM7.00。。。InvestMalaysia 过后如果有外资加入的话，股价还有升的空间。。

寻宝之旅

回复 775# 百万千万梦想


    这股很Positive 喔，更了不起的是，他老板还会给予“通知”什么时候要炒！就如他在RM5.80++时所说的：26/3 之前就好买进，要不然就太迟了！果然如此！！！ 早知，一涡“hem 洒” 下去这个股！！

百万千万梦想

回复  百万千万梦想


    这股很Positive 喔，更了不起的是，他老板还会给予“通知”什么时候要炒！就 ...
寻宝之旅 发表于 29-3-2010 12:42 AM

给你一点甜头先，过后给你一次假的，你一次输完，别信太多。。看看就好。。买了就坐静静看戏是最好的，别一直买进卖出。。。

王子@

现在买进还可以吗？？今天一度调整到Rm6.65。过后又升回RM6.80

百万千万梦想

现在买进还可以吗？？今天一度调整到Rm6.65。过后又升回RM6.80
王子@ 发表于 29-3-2010 09:21 PM

    我记得5.80的时候，你问过我。。现在又问？？ 我答你可以，那么你真的会买吗？？

派狼

技術面來看,還是可以.
小弟是看MA