[转帖] 闲谈《supermax 未来pe appraisal 展望》- 闲谈股市，理财篇 | I3investor

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[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

闲谈股市，理财篇

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)

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