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楼主: 小番薯

[公司专区] 7113 TOPGLOV 顶级手套

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 楼主| 发表于 2009-8-27 14:10 | 显示全部楼层
41# 老马


九月十六号派股息7sen

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发表于 2009-8-27 19:20 | 显示全部楼层
本帖最后由 peng01 于 2009-8-27 19:22 编辑

9月尾年度财报出炉。
之后因该还会宣布有 7-8sen 的年终股息。
今年肯定是大赚。

有人分析下图表吗,每天都在 6.90 - 7.00 ,看鸟都 Sian。
现在是出货良机,还是囤货良机 ?
6.95 刚好在 50ma 下面。

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发表于 2009-8-27 19:27 | 显示全部楼层
9月尾年度财报出炉。
之后因该还会宣布有 7-8sen 的年终股息。
今年肯定是大赚。

有人分析下图表吗,每天都在 6.90 - 7.00 ,看鸟都 Sian。
现在是出货良机,还是囤货良机 ?
6.95 刚好在 50ma 下面。
peng01 发表于 2009-8-27 07:20 PM

在养精蓄锐酝酿大爆炸
“看到都显” 和 “一卖就升” 有点关系的

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发表于 2009-8-28 02:11 | 显示全部楼层
topglove 21/8/09 exdate,的股息,
当天早上 ref price = 6.84, 一开市就跳高开6.90。收市 6.98, 现在 6.95,7sen 股息是白赚的

日本烟今天在 4.80 好像站稳料。希望日本烟 exdate 也可以直接升回 15sen

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发表于 2009-9-7 07:59 | 显示全部楼层
peng01 预言:
多几天,会有类似的新闻。。。。
油价下跌,媒体会开始唱好手套股,什么 H1N1 又拿来重复炒。

期待 topglove 年度财报,不要有什么东瓜豆腐外汇亏损

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发表于 2009-9-7 08:51 | 显示全部楼层
Content
Director's Particulars  
Name : Tan Sri Dato' Sri Dr. Lim, Wee-Chai
Address : No. 33, Jalan TR 8/3Tropicana Golf & Country Resort47410 Petaling JayaSelangor Darul Ehsan  
NRIC/Passport No/Company No. :  
Nationality/Country of Incorporation :  
Descriptions(Class & nominal value) : Ordinary Shares of RM0.50 each  
   
Name & address of registered holder

Details

Date of Change No of shares Price Transacted(RM) Transaction type

04/09/2009 210,000.000 0.000 Others
04/09/2009 48,000.000 0.000 Others
04/09/2009 67,200.000 0.000 Others
04/09/2009 21,600.000 0.000 Others
   
Description of other type of transaction : ESOS granted at the exercise price of RM7.03 per share based on the 5-dayweighted average market price on 20 August 2009 without discount given  
Circumstances by reason of which change has occured
1) 210,000 ESOS granted to Tan Sri Dato' Sri Dr. Lim, Wee-Chai 2) 48,000 ESOS granted to Puan Sri Tong Siew Bee (deemed interested byvirtue of being his wife) 3) 67,200 ESOS granted to Mr. Lim Hooi Sin (deemed interested by virtue ofbeing his brother) 4) 21,600 ESOS granted to Ms. Lim Quee Choo (deemed interest by virtue ofbeing his sister)  
   
Nature of interest : Direct and Indirect  
Direct (units) : 630,000
Direct (%) : 0.212%
   
Indirect/deemed interest(units) : 420,000
Indirect/deemed interest(%) : 0.141%
   
Total no of shares after change : 0
Date of notice : 04/09/2009

发那么多 esos 来肥自己人, 我猜 topglove 股价即将爆发

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发表于 2009-9-7 16:26 | 显示全部楼层
45# peng01

外汇亏损是好事来的,别人抛我们就接货咯。。。像IOICORP外汇亏损时,下到2.00,现在也不是5.00。。哈哈哈。。。开往笑的。。

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 楼主| 发表于 2009-9-8 18:48 | 显示全部楼层
http://www.youtube.com/watch?v=srzkPEAr9C0&feature=related

http://www.youtube.com/watch?v=BaqS2BLNJlc&feature=related

http://www.youtube.com/watch?v=OEw6DMggTPM

关于topglove的短片
在cari,toplgove专区那里看到的
由青天白月提供
觉得不错,所以转载到此与大家分享

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发表于 2009-9-27 09:32 | 显示全部楼层
需求高估值也高‧膠手套評價不一
大馬財經  2009-09-26 12:03
(吉隆坡)全球爆發A型流感刺激保健用品需求,使大馬的膠手套公司盈利及股價高漲,不過估值評價不一,部份認為膠手套股仍有作為,但有有分析認為股價已漲至偏高水平,不宜再跟追。

由於膠手套售價走高、原料膠汁成本下跌,使大馬膠手套公司受惠匪淺。目前膠手套原料回升、美元匯率走軟使賺幅削減,分析員和基金經理目前分兩派,一派認為現在脫售膠手套股套利的時機,一派認為膠手套還值得再追棒。

看好派認為在A型流感盛行下,膠手套熱還持續一陣子;看淡派則認為,膠手套公司目前估值脫離合理面,不適合再追高。

今年至今為止,全球最大膠手套生產公司頂級手套(TOPGLOV,7113,主板工業產品組)股價漲103%、速柏瑪(SUPERMX,7106,主板工業產品組)漲219%、高產尼品(KOSSAN,7153,主板工業產品組)漲49%、及賀特佳(HARTA,5168,主板工業產品組)則漲200%。

買進派看法

大馬投資銀行首席投資員黃安德魯對膠手套行業的前景持續持正面看法。若是全球市場需求保持殷切,特別是A型流感、或是美國保健改革等因素,這將加強膠手套領域基本因素。

他表示,此公司看好頂級手套及高產尼品,因為基本因素良好,特別是擁有很好的盈利可見度。

艾芬研究分析員黃梅珠建議“加碼”膠手套領域,因為此行業2010年淨利成長可達雙位數。

大馬是全球最大的膠手套生產及出口國,供應全球65%的膠手套產品及50%的丁晴手套產品。

她認為,目前膠手套公司的估值仍然偏低,因為未來至少數年內,它們的淨利成長持續保持在雙位數,因為膠手套市場需求保持強勁。

高產尼品為首選膠手套股項,並建議“買進”,目標價為6令吉5仙。

據《湯申路透社》向14名分析員作出調查,11位皆表示“買進”或是“強力買進”頂級手套。而12位受訪分析員中的10位則表示“買進”或是“強力買進”表現較為落後的高產尼品。

賣出派看法

一些分析員認為,膠手套公司的股價已經漲翻天,估值已經變得昂貴,應該是套利的時候。

大馬回教基金管理主管莫哈末弗西表示:“以賀特佳及速柏瑪為例子,兩隻股今年至今股價已暴漲200%,超過基本估值水平。”

他說,一些膠手套股項的股價已漲過頭,很難建議“買進”這些股票。

據《湯申路透社》資料顯示,頂級手套2010年預測本益比為19倍,速柏瑪則是11倍,而賀特佳為14倍。比較食品及家庭用品領域的平均本益比為10.8倍,馬股今年迄今上漲39倍。

星洲日報/財經‧2009.09.26

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发表于 2009-9-27 17:04 | 显示全部楼层
其实頂級手套2009年本益比為19.5倍
超高了...THAT'S WHY 在那里塞住...上不了了

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发表于 2009-9-27 20:48 | 显示全部楼层
其实頂級手套2009年本益比為19.5倍
超高了...THAT'S WHY 在那里塞住...上不了了
老马 发表于 2009-9-27 05:04 PM

为啥米中国上市公司可以PE百多

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发表于 2009-9-27 22:05 | 显示全部楼层
哈哈...因为中国GDP 有够厉害...大概全部基金都去那里了

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发表于 2009-9-27 22:09 | 显示全部楼层
哈哈...因为中国GDP 有够厉害...大概全部基金都去那里了
老马 发表于 2009-9-27 10:05 PM

上海指数迟早又要调整一轮,偶们受得住吗?

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发表于 2009-9-27 22:11 | 显示全部楼层
希望快点来..我有点受不了了...

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发表于 2009-9-27 22:51 | 显示全部楼层
本帖最后由 peng01 于 2009-9-27 22:58 编辑
Content
Director's Particulars  
Name : Tan Sri Dato' Sri Dr. Lim, Wee-Chai
Address : No. 33, Jalan TR 8/3Tropicana Golf & Country Resort47410 Petaling JayaSelangor Darul Ehsan  
NRIC/Passport N ...
peng01 发表于 2009-9-7 08:51


又来买 ESOS 自肥
9月25号 的 esos
Description of other type of transaction :  
Circumstances by reason of which change has occured
1) Allotment of 420,000 shares via exercise of ESOS Options by Tan Sri Dato SriLim, Wee-Chai2) Allotment of 100,000 shares via exercise of ESOS Options by Mr. Lim Hooi Sin  
   
Nature of interest : Indirect Interest  
Direct (units) : 4,597,874
Direct (%) : 1.544%
   
Indirect/deemed interest(units) : 113,978,847
Indirect/deemed interest(%) : 38.267%

   
Total no of shares after change : 118,576,721
Date of notice : 25/09/2009

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发表于 2009-9-28 14:36 | 显示全部楼层
100 X 7.10 = 市价RM 710,000

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发表于 2009-9-28 16:51 | 显示全部楼层
ESOS 是 520,000 股 X 7.10 左右= RM 3,692,000

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发表于 2009-10-4 22:34 | 显示全部楼层
本帖最后由 peng01 于 2009-10-4 22:36 编辑

Chart of the Week TopGlove 5 Oct 09

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发表于 2009-10-6 22:50 | 显示全部楼层
頂級手套股息或有驚喜
大馬財經即時新聞 2009-10-06 15:36
(吉隆坡)頂級手套(TOPGLOV,7113,主板工業產品組)因A型流感疫情擴散而刺激手套需求,馬銀行研究預測其第4季業績將超出預期,估計淨利可達5500萬至5600萬令吉,按季成長30至32%,按年增長118至122%,促使全年淨利增加至1億6600萬至1億6700萬令吉。


頂級手套將在10月8日公佈第4季和全年業績,除了淨利預計超越預測,馬銀行研究認為,此公司的股息可能也有“驚喜”。

頂級手套持續增進其營運資本管理,包括降低庫存和應收賬款持有日,現金預計取得連續四季增長,透過較高的現金儲備,這間公司料將帶來更高的派息。

頂級手套在2008財政年是以30%派息率派發11仙股息,如果此公司提高派發率至40%,有望全年派發22仙股息,扣除之前已經派發7仙股息,第4季有望派發15仙的股息。不過,如果根據正常派息,也有望全年派發16仙股息,第4季股息為9仙。

星洲互動‧2009.10.06

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发表于 2009-10-8 01:30 | 显示全部楼层
本帖最后由 peng01 于 2009-10-8 01:36 编辑

http://www.mysarawak.org/2009/10 ... and-production.html

Top Glove to expand production
KUCHING: Top Glove Corporation’s (Top Glove) expansion plan to meet increasing demand for gloves is on track.AmResearch Sdn Bhd (AmResearch) in a research report yesterday cited that Top Glove’s twentieth and twenty-first factory are expected to be completed in February and July next year respectively.

This will enable the world largest rubber glove manufacturer to produce another 10 per cent to 34.5 billion pieces of gloves per year from an additional 32 production lines by end of the fiscal year of 2010.

The management of Top Glove indicated that orders from South American countries such as Argentina and Brazil and new markets in Chile and Colombia remain robust.

Besides that, higher average selling prices and a lower cost structure which provide better than expected sustainable margins will also contribute to higher earnings.

Top Glove is expected to report better than expected earnings results in the fourth quarter of fiscal year 2009. Its earnings in the fourth quarter of fiscal year 2009 are expected to beat its third quarter of fiscal year 2009 results of RM42 million.

The higher earnings are expected to come from the contribution of recurring orders derived from sales of basic powdered gloves to South Americans countries. In addition, the research house forecasted that the demand for rubber gloves remains robust, at a healthy growth rate of 8 per cent to 10 per cent annually.

“We estimate the Influen­za A(H1N1) related buying to spur the global demand by an additional 14 billion to15 billion pieces on top of the 11 billion to 17 billion pie­ces from organic growth,” the research firm said.

It also raised Top Glove’s earnings forecast for financial year end 2009 to financial year end 2011 by 2 per cent to 8 per cent.

It anticipates Top Glove to achieve a net profit of RM163 million for the full year which translates into an increase of 48 per cent year-on-year (y-o-y).

“As such, we have increased our financial year 2010 and financial year 2011 dividend forecasts to 18 and 19 sen per share, respec-tively, premised on a 30 per cent dividend payout.

“However, we are keeping our forecast of 15 sen per share for the financial year 2009. We will not be surprised if the manage­ment were to choose to reward shareholders,” said AmResearch.

It also said the group is in a strong net cash position with cash holdings of RM173 million for the nine month of fiscal year 2009.

The management of Top Glove also revealed that the group would be exempted from the new 4 sen per kg levy on imported rubber for re-export. The exemption was given by the Malaysian Rubber Board for glove manufacturers importing raw latex for their production.

The research house pointed out that valuation for Top Glove remains attractive even though the stock has outperformed the FTSE Bursa Malaysia Kuala Lumpur Composite Index (FBM KLCI) by 51 per cent on a relative basis year-to-date. It retained its recommendation on the group’s proven earnings deliverance backed by solid fundamentals, market share dominance in the industry, as well as better trading liquidity.

It revised the fair value of the stock to RM8.45 per share from RM8.30 per share which offers an upside potential of 18 per cent.

股票区可以贴新闻吗?
针对4sen的tax,不是很明白。topglov would be exempted from the new 4 sen per kg levy on imported rubber for re-export.
我们出产橡胶,为什么还要进口呢 (imported rubber for re-export.) ??

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