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[公司专区] 7153 KOSSAN 高产尼品

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发表于 2011-3-1 00:04 | 显示全部楼层 |阅读模式
本帖最后由 大时代 于 2012-12-9 08:51 编辑

Kossan Rubber Industries Berhad, 手套股的其中一员。

论生产量,Topglov,Supermax 之后就是 Kossan。

只是 Kossan 向来作风低调,火红程度比不上被分析员捧上天空的 Harta。

凑巧发现,连小资本股Latexx,手套不是公司业务100% 的 Adventa,甚至刚上市的Careplus 都有公司专区,Kossan 好歹也是老三,竟然没有专区

Topglov,Supermax 等龙头老大的业绩下滑当儿,Kossan 的2010 年度业绩稳健,受到来自 Maybank, OSK, Nomura, 和 Citi 的买进推荐,但股价与大市一致走低。

今天急挫6% 至RM2.90。对放长线者来说,应该是趁低吸购的良机。

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发表于 2011-3-1 00:14 | 显示全部楼层
底还有更底,历史底价2.50

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x 126
发表于 2011-3-1 07:51 | 显示全部楼层
如果去到2塊更好

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x 126
发表于 2011-3-1 20:39 | 显示全部楼层
跌倒2.90是因為給人告了
要求賠償24m
詳細文告請去bursaweb看

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发表于 2011-3-1 20:59 | 显示全部楼层
赔24亿?那公司不就是要倒闭?

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x 126
发表于 2011-3-1 21:04 | 显示全部楼层
24m 2千4百萬。還沒賠。打官司

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发表于 2011-3-1 22:06 | 显示全部楼层
这么严重。。。

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发表于 2011-3-2 01:03 | 显示全部楼层
回复 4# sky1510

不好意思,可以给link来看吗?

我尝试找了bursa可是找不到。。公司也没有announcement.

谢谢!

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x 126
发表于 2011-3-2 07:38 | 显示全部楼层
Legal Action by Seow Yin Lee against Perusahaan Getah Asas Sdn Bhd (PGA)
Legal Action by Seow Yin Lee against Perusahaan Getah Asas Sdn Bhd (PGA)
We refer to Bursa letter dated 16 February 2011, in respect of the above
matter.
1. The non-disclosure agreement (NDA) was signed on 18.04.2006 whereby the
Plaintiff shall introduce the Plaintiffs customers and or contacts to PGA for
certain of PGAs products and upon successful completion of the sales, PGA shall
pay the Plaintiff a commission based on agreed rates.
2. The particulars of the alleged breaches by PGA as claimed by the Plaintiff
in her Statement of Claim, are:
* That PGA has unreasonably withheld or turned down meetings with the
Plaintiffs customers; and
* That PGA has withheld Plaintiffs customers order of products.
3. PGA has no subsidiary.
4. PGA is a major subsidiary of Kossan but the volume of business from the
Plaintiffs customers is not material to PGA or Kossan.

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发表于 2011-3-2 07:40 | 显示全部楼层
MATERIAL LITIGATION
14 Feb 2011, 18:57
MATERIAL LITIGATION
MATERIAL LITIGATION
Legal action by Seow Yin Lee against Perusahaan Getah Asas Sdn Bhd
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.

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x 126
发表于 2011-3-2 07:40 | 显示全部楼层
不用太擔心,之前topglove 也給人告過,告來告去的,正常事

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发表于 2011-3-8 08:54 | 显示全部楼层
安啦!最近看到公司有回购股票了。。。看来也有好事到,况且最近胶价开始趋软了,也算是好事吧。。。

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发表于 2011-3-15 17:42 | 显示全部楼层
终于看到谷底反弹了!3。02 上到 3。23 今天

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发表于 2011-3-24 22:18 | 显示全部楼层
CIMB Research maintains Outperform on Kossan

KUALA LUMPUR: CIMB Equities Research is maintaining its Outperform recommendation on Kossan following its RM9.3 million acquisition of 51% of Cleanera HK while its target price remains RM5.41.

CIMB Research said on Thursday, March 24 this was a nice surprise as it will enable the company to diversify beyond medical examination gloves into the cleanroom segment.

Also, Cleanera’s distribution network in Asean will give Kossan an opportunity to expand its operations in Asean. If the acquisition materialised, it would be transacted at a lower P/BV multiple of 2.0x than the 2.7x average that the listed glovemakers currently fetch.

“We make no changes to our earnings numbers as no details have been released and the purchase agreement is outstanding.

“Our target price remains RM5.41, still based on a forward P/E of 10.2x or a 30% discount to Top Glove’s target P/E of 14.5x. Kossan remains an OUTPERFORM, with the re-rating catalysts being 1) contract wins, 2) cost savings from upstream M&A and 3) higher nitrile sales,” it said.

http://www.theedgemalaysia.com/b ... form-on-kossan.html

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发表于 2011-3-25 17:20 | 显示全部楼层
HDBSVR ups Kossan TP to RM3.90

KUALA LUMPUR: Hwang DBS Vickers Research has raised the Target Price for Kossan to RM3.90 after rolling forward its valuation base to FY12F, based on 8.5 times PE.

“We raised FY11-12 EPS by 10%-11% after revising up GP margins to 14% (from 13%) on the back of Kossan’s good cost management.

“Kossan’s earnings are proven to be resilient despite being hit by rising latex costs and a weakening US dollar. A key re-rating catalyst for Kossan would be re-emergence of the demand cycle to lift valuations,” it said.

http://www.theedgemalaysia.com/b ... an-tp-to-rm390.html

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发表于 2011-3-25 17:24 | 显示全部楼层
Kossan ventures into cleanroom gloves

KUALA LUMPUR: Kossan Rubber Industries Bhd has proposed an acquisition of a 51% stake in Cleanera HK Ltd from Inout Enterprise and Soode Optik Pte Ltd for US$3.06 million (RM9.27 million) in order to venture into clean-room gloves.

In a reply to a query by Bursa Malaysia yesterday, Kossan said Inout held 1.46 million Cleanera shares while Soode Optik had 158,300 shares respectively.

According to Kossan, cleanroom gloves yielded higher value-added gloves that would complement its core business of manufacturing and selling examination and medical gloves.

“The current facilities of Cleanera provide immediate services to the above cleanroom gloves,” it said.

On Wednesday, Kossan said it expected the acquisition to contribute positively towards its future earnings.

It added that the purchase consideration had not been paid yet, and based on the prevailing rate, the total sum would be RM9.29 million. “The latest time frame for full settlement is June 30, 2011,” it said, adding that the purchase would be financed by internally generated funds.

Cleanera is a private limited company based in Hong Kong principally involved in manufacturing clean-room products such as masks, wipes and gloves, while Inout Enterprise and Soode Optik are private companies based in Singapore.

“The unaudited management accounts of Cleanera for the year ended Dec 31, 2010 has a net worth of US$3 million,” said Kossan, adding that Cleanera was entitled to five trademarks in China, Japan, Malaysia and Singapore.

A glove analyst said it represented a good move for Kossan as a foray into clean-room gloves was a move up the value chain.

“Cleanroom gloves are high-end than the regular natural rubber gloves,” said the analyst, adding that at RM9.3 million, Kossan would be able to afford the acquisition.

Based on its balance sheet as at Dec 31, 2010, Kossan has a gearing of about 0.15 times as its borrowings stand at RM159.16 million while cash and bank balances are RM89.89 million.

For FY10 ended Dec 31, Kossan posted earnings of RM118.59 million on revenue of RM1.05 billion, which represented an improved year-on-year performance from net profit of RM67.34 million on revenue of RM842.14 million previously.

At present, Top Glove Corp Bhd also produces cleanroom gloves, which are used in laboratories and server rooms.

According to Top Glove’s website, cleanroom gloves provide contamination protection for the semiconductor, electronic, aerospace and biotech industries.

http://www.theedgemalaysia.com/i ... eanroom-gloves.html

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x 86
发表于 2011-3-28 01:49 | 显示全部楼层
回复 3# sky1510


    可能会跌到RM1.00,你慢慢等啦!!

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发表于 2011-3-31 09:44 | 显示全部楼层
继续进行集购,有钱在手可买些来累积

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发表于 2011-4-8 22:35 | 显示全部楼层
高产尼品工业担保2.2亿融资 2011/04/08 11:50:28 AM
●南洋商报

(吉隆坡7日讯)高产尼品工业(Kossan,7153,主板工业产品股)将为子公司,担保2亿2000万令吉的融资。

高产尼品工业向马交所报备,集团将为子公司分别从大马银行和渣打回教银行取得融资。

大马银行给予的融资包括:(1)大马Kossan Latex Industries私人有限公司6000万令吉;(2)Perusahaan Getah Asas私人有限公司6000万令吉。

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发表于 2011-4-26 20:16 | 显示全部楼层
Subject : KOSSAN - NOTICE OF BOOK CLOSURE
Contents : FINAL DIVIDEND OF 8 SEN TAX EXEMPT PER ORDINARY SHARE OF RM0.50 EACH FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2010.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ]
as from : [ 24 June 2011 ]

2) The last date of lodgement : [ 28 June 2011 ]

3) Date Payable : [ 19 July 2011]

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