Good Articles to Share

[转帖] 闲谈《supermax 未来pe appraisal 展望》- 闲谈股市，理财篇

Tan KW
Publish date: Sun, 08 Dec 2013, 09:42 AM
Tan KW
0 510,634
Good.
Following Message

 

闲谈股市，理财篇
45 minutes ago
闲谈《supermax 未来pe appraisal 展望》

论手套行业分析
个人最欣赏的就是investklse
他也是最早分析大马手套行业

《以下这篇也是出自investalks klse》

supermx双位数成长还是有的。
它只是比其他竞争对手慢很多而已，还没有到会被竞争对手吃掉的地步。

从来都不觉得 Supermx 烂。
以今年来说，Supermx 九个月盈利 RM103million，kossan RM102。
多年以来的数据明显指出，Supermx 的长期实力与 Kossan 从来都是差不多的。
（虽然短期业绩偶尔会有些不规则波动）

PE 方面，为什么大家都忘了 Topglove ？（可怜的topglov ）。

Topglove 已经在 PE20 左右站稳好几年了。

目前看来，Supermax和 Kossan的前景与成长动力都比 Topglove 强。
Topglove 可以站稳 20，为什么 Supermax和 Kossan就不行？

个人觉得，以手套业的强劲需求成长，（而且需求不受经周期影响）
以及大马手套工业在世界的领导地位，（市占率、技术、行业综合效应）
四大手套公司的 合理PE 应该都要有20，才足以反映它们那高确定性的盈利成长潜能。

部落格连接：http://investment-klse.blogspot.com/
面子书连接：https://www.facebook.com/investment.klse

共勉之

 

TOPGLOV (7113)SUPERMX (7106)KOSSAN (7153)
Related Stocks
Market Buzz

2024-12-27

KOSSAN

Forum

2 New Comments

2024-12-27

SUPERMX

Forum

40 New Comments

2024-12-27

TOPGLOV

Forum

2 New Comments

2024-12-26

KOSSAN

Insider

ABRDN MALAYSIA SDN BHD (a substantial shareholder) acquired 1,669,500 shares on 23-Dec-2024.

2024-12-26

KOSSAN

Insider

ABRDN HOLDINGS LIMITED (a substantial shareholder) acquired 1,669,500 shares on 23-Dec-2024.

2024-12-26

KOSSAN

Insider

ABRDN PLC (a substantial shareholder) acquired 1,669,500 shares on 23-Dec-2024.

2024-12-26

TOPGLOV

Blog

【行家论股】顶级手套 需求大增提振盈利

2024-12-26

TOPGLOV

Insider

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 3,000,000 shares on 24-Dec-2024.

2024-12-26

TOPGLOV

Insider

MR NG YONG LIN (a company director) was dealing with company shares on 26-Dec-2024.

2024-12-24

KOSSAN

Insider

ABRDN MALAYSIA SDN BHD (a substantial shareholder) acquired 579,400 shares on 20-Dec-2024.

2024-12-24

KOSSAN

Insider

ABRDN HOLDINGS LIMITED (a substantial shareholder) acquired 579,400 shares on 20-Dec-2024.

2024-12-24

KOSSAN

Insider

ABRDN PLC (a substantial shareholder) acquired 579,400 shares on 20-Dec-2024.

2024-12-24

TOPGLOV

Additional Listing

ESOS - 1,490,000 shares.

2024-12-24

TOPGLOV

Blog

Top Glove Shares May Have Little Further Upside Amid Stretched Valuations, Outlook Cloudy — Analysts

2024-12-23

TOPGLOV

Blog

MQ Market Updates - 23 Dec 2024

2024-12-23

TOPGLOV

Blog

Daily Market Report - 23 Dec 2024

2024-12-23

TOPGLOV

Blog

Mplus Market Pulse - 23 Dec 2024

2024-12-23

TOPGLOV

Blog

Top Glove Corporation Berhad - Slower Pace of Recovery as Compared to Its Peers

2024-12-23

TOPGLOV

Insider

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 899,300 shares on 20-Dec-2024.

2024-12-23

TOPGLOV

Price Target

Top Glove Corp - Positive Trends Already Priced In; D/G To SELL
Source : RHB, Price Call : SELL, Price Target : 1.10
Last Price : 1.36, Upside/Downside : -0.26(19.12%)

2024-12-23

TOPGLOV

Price Target

Top Glove Corporation Berhad - Narrower Loss
Source : PUBLIC BANK, Price Call : HOLD, Price Target : 1.20
Last Price : 1.36, Upside/Downside : -0.16(11.76%)

2024-12-23

TOPGLOV

Price Target

Top Glove (TOPG MK) - Dragged by Unrealised Forex Gains
Source : PHILLIP CAPITAL, Price Call : HOLD, Price Target : 1.44
Last Price : 1.36, Upside/Downside : +0.08(5.88%)

2024-12-23

TOPGLOV

Price Target

Top Glove Corporation Berhad - Slower Pace of Recovery as Compared to Its Peers
Source : MIDF, Price Call : HOLD, Price Target : 1.24
Last Price : 1.36, Upside/Downside : -0.12(8.82%)

2024-12-23

TOPGLOV

Price Target

Top Glove Corporation - Ekes out a Small Gain in 1Q25
Source : KENANGA, Price Call : HOLD, Price Target : 1.30
Last Price : 1.36, Upside/Downside : -0.06(4.41%)

2024-12-20

KOSSAN

Blog

高产柅品工业挑战RM2.90/刘礼誉

2024-12-20

KOSSAN

Insider

ABRDN MALAYSIA SDN BHD (a substantial shareholder) acquired 144,700 shares on 18-Dec-2024.

2024-12-20

KOSSAN

Insider

ABRDN HOLDINGS LIMITED (a substantial shareholder) acquired 144,700 shares on 18-Dec-2024.

2024-12-20

KOSSAN

Insider

ABRDN PLC (a substantial shareholder) acquired 144,700 shares on 18-Dec-2024.

2024-12-20

TOPGLOV

Blog

TOPGLOV (7113) FY2025 Q1 业绩开箱 - Harry Teo

2024-12-20

TOPGLOV

Blog

MQ Market Updates - 20 Dec 2024

2024-12-20

TOPGLOV

Quarter Result

Quarter Result on 30-Nov-2024[#1] QoQ - 253.29% YoY - 109.49%.

2024-12-19

KOSSAN

Insider

ABRDN MALAYSIA SDN BHD (a substantial shareholder) acquired 2,476,500 shares on 17-Dec-2024.

2024-12-19

KOSSAN

Insider

ABRDN HOLDINGS LIMITED (a substantial shareholder) acquired 2,476,500 shares on 17-Dec-2024.

2024-12-19

KOSSAN

Insider

ABRDN PLC (a substantial shareholder) acquired 2,476,500 shares on 17-Dec-2024.

2024-12-19

SUPERMX

Blog

【行家论股】速柏玛 派红股提高流通率

2024-12-19

SUPERMX

Blog

Daily Market Commentary - 19 Dec 2024

2024-12-19

SUPERMX

Blog

Mplus Market Pulse - 19 Dec 2024

2024-12-19

SUPERMX

Blog

Supermax Proposes 1-for-5 Bonus Issue With 1-for-20 Free Warrants

2024-12-19

SUPERMX

Blog

Daily Newswatch - 19 Dec 2024

2024-12-19

SUPERMX

Blog

Supermax (7106) - Breaking Free Into Further Uptrend

2024-12-19

SUPERMX

Price Target

Supermax Corporation Berhad - Proposed Bonus Issue and Free Warrants
Source : TA, Price Call : BUY, Price Target : 1.37
Last Price : 1.25, Upside/Downside : +0.12(9.60%)

2024-12-19

TOPGLOV

Blog

Daily Newswatch - 19 Dec 2024

2024-12-19

TOPGLOV

Blog

Top Glove: How strong is its economic moat?

2024-12-18

SUPERMX

Blog

MQ Market Updates - 18 Dec 2024

2024-12-18

SUPERMX

Blog

SUPERMAX: How strong is its economic moat?

2024-12-17

SUPERMX

Blog

Supermax Climbs to Three-year High on Active Trade 

2024-12-16

SUPERMX

Blog

MQ Market Updates - 16 Dec 2024

2024-12-16

SUPERMX

Blog

热门股:速柏玛 上探RM1.19

2024-12-16

TOPGLOV

Blog

顶级手套挑战RM1.50/刘礼誉

More articles on Good Articles to Share
Stock expert gives end-of-year market analysis

Created by Tan KW | Dec 27, 2024

China’s local-finance clean-up opens new chapter with state firms

Created by Tan KW | Dec 27, 2024

South Korea's acting president faces impeachment as Yoon set for trial

Created by Tan KW | Dec 27, 2024

China's industrial profits decline at slower pace in Nov

Created by Tan KW | Dec 27, 2024

Russian air defences downed Azerbaijan Airlines flight, sources say

Created by Tan KW | Dec 27, 2024

New Chinese fighter jet seen over Chengdu

Created by Tan KW | Dec 27, 2024

Brazil says workers at BYD construction site victims of human trafficking

Created by Tan KW | Dec 27, 2024

Panama president refutes Trump’s claim of Chinese meddling in Canal

Created by Tan KW | Dec 27, 2024

Chinese bonds post best returns in decade with more gains seen

Created by Tan KW | Dec 27, 2024

Covid pregnancies may have boosted autism risk, study shows

Created by Tan KW | Dec 27, 2024

Discussions
2 people like this. Showing 1 of 1 comments

Kelly Jong

Pls comment on titijaya. Tq

2013-12-08 19:12

Post a Comment