【KOSSAN 7153 交流专区】高产尼品工业

Kevlee

是的。24 million没记错
novice05 发表于 1-3-2011 05:29 PM

给人索偿24M......???

novice05

给人索偿24M......???
Kevlee 发表于 1-3-2011 06:11 PM

你可以到announcements.bursamalaysia.com看。

告来告去时常有啦，不用大惊小怪，还没成功。没记错，TOPGLOVE上两个月还不是给人告吗？

Kevlee

哈哈哈。。。不可思议。。。。不错的业绩报告，居然单天大掉0.19 （6%++)，而且触及52周新低。

看来是时 ...
兰州烧饼 发表于 28-2-2011 07:42 PM

  你吃了回头草吗？？？？

winterad99

转贴出处:http://nexttrade.blogspot.com/20 ... glove-stock-to.html

Kossan- another rubber glove stock to consider
Background

After seeing the sharp rally in Supermx, one must be convinced that the rubber glove sector has turned the corner. The two most important factors determining the financial performance of these stocks are rubber latex prices, which are heading lower and the USD-MYR cross rate, which is moving favorably for rubber gloves makers. See Chart 1 & 2 below. This potential development was first noted in my post dated October 3 (here). So, what is the next stock to consider? I think it is Kossan, which is trading at a PE of 9 times.


Chart 1: TOCOM RSS3 price chart as at Oct 26, 2011 (Source: Rubbernet)



Chart 2: USD index's daily chart as at Oct 26, 2011 (Source: Stockcharts)

Recent Financial Results

Kossan's latest results is for QE30/6/2011. In that quarter, its net profit dropped 8.8% q-o-q or 30% y-o-y to RM20.9 million while turnover inched up 7.5% q-o-q as well as y-o-y to RM276 million. The bottom-line is still trending lower while top-line is still inching higher. With this divergent movement, the profit margin can only drop further. However, this could be about to change. That's why the results for QE30/9/2011 will be very interesting.


Table: Kossan's last 8 quarterly results



Chart 1: Kossan's last 20 quarterly results



Chart 2: Kossan's profit margin for the last 20 quarterly results

Valuation

Kossan (closed at RM2.78 last Wednesday) is now trading at a PE of 9 times. At that multiple, Kossan could be the most attractive rubber glove stock.

Technical Outlook

Kossan is still in a downtrend line, with resistance at RM2.90-3.00. A break above that level could signal the beginning of its recovery.


Chart 3: Kossan's weekly chart as at Oct 27, 2011_11.00am (source: Quickcharts)

Conclusion

Based on possible improvement in its bottom-line & current attractive valuation, Kossan is a stock worth close monitoring. As its technical outlook is still bearish, we should avoid buying into the stock for trading purpose. However, since we expect further improvement in this sector, those with a long investment horizon may slowly nibble into the stock.
Posted byAlex Luat10/27/2011 03:54:00 PM

icy97

Kossan 3Q net profit falls 17.2% to RM23.64m               
Written by Surin Murugiah of theedgemalaysia.com           
Thursday, 17 November 2011 19:48

KUALA LUMPUR (Nov 17): KOSSAN RUBBER INDUSTRIES BHD []'s net profit for the third quarter ended Sept 30, 2011 fell 17.2% to RM23.64 million from RM28.55 million a year earlier, due mainly to higher cost of latex.

The company said on Thursday, revenue for the quarter, however, improved marginally to RM278.53 million from RM275.63 million. Earnings per share were 7.39 sen compared to 8.93 sen a year ago, while net assets per share was RM1.50.

Kossan declared a first interim dividend of three sen per share tax-exempt for the financial year ending Dec 31, 2011 to be paid to on Dec 20.

For the nine months ended Sept 30, Kossan’s net profit fell 24.2% to RM67.54 million from RM88.94 million, despite revenue increased just 1.9% to RM810.59 million from RM794.89 million in 2010.

Reviewing its performance, Kossan said the pre-tax profit margin increased from 9.67% to 11.17% in the current quarter mainly due to lower cost of natural latex which dropped an average of 10.20% from RM 9.87 to RM 8.91 in the current quarter.

On its prospects, Kossan said with the recent drop in rubber prices coupled with higher demand for both technical rubber products and gloves, the company was positive over its performance in the coming quarters.

icy97

高产尼品工业派息3仙

财经新闻 财经  2011-11-18 11:42
（吉隆坡17日讯）高产尼品工业（Kossan，7153，主板工业产品股）截至2011年9月杪第三季，净利下挫17.2%至2364万3000令吉，上财年的净利则为2855万1000令吉。

净利下滑的主因是乳胶价格走高。

该公司单季营业额报2亿7853万1000令吉，较上财年的2亿7563万5000令吉按年增长1.1%。

合计三季净利为6753万6000令吉，上财年则为8894万2000令吉，下挫24.1%；首九个月的营业额则由上财年的7亿9489万8000令吉，微增2%至8亿1058万7000令吉。

第三季每股盈利录得7.39仙，不敌上财年的8.93仙，下跌17.2%；现财年首三季每股盈利由上财年的27.82仙，下挫24.1%至21.12仙。

另一方面，高产尼品工业董事部建议，截至2011年12月31日财年派发每股3仙的首次免税中期股息，股息派发日则定于2011年12月20日。[NanYang]

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2011

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2011	31/12/2010	31/12/2011	31/12/2010
		$$'000	$$'000	$$'000	$$'000
1	Revenue	281,530	252,973	1,092,117	1,046,887
2	Profit/(loss) before tax	30,455	34,913	116,130	140,651
3	Profit/(loss) for the period	24,288	29,450	92,972	113,764
4	Profit/(loss) attributable to ordinary equity holders of the parent	24,288	29,450	92,972	113,764
5	Basic earnings/(loss) per share (Subunit)	7.46	9.15	28.58	35.46
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.5000		1.3800

icy97

高產柅品全年淨利跌18%

企業24/02/2012 21:01
（吉隆坡24日訊）受天然橡膠價格走高打擊，高產柅品（KOSSAN，7153，主要板工業）截至去年12月31日第4季，淨利按年跌17.5%至2428萬令吉。

期間，營業額增長11.2%，達2億8153萬令吉。

該公司向馬證交所報備說，2011財年全年營業額成長4.3%至10億9200萬令吉，淨利下跌18.3%報9297萬令吉。

高產柅品指出，新增的9條生產線，估計可在4月準備就緒，使丁（Nitrile）手套產量料增48%，加上利潤高企，該公司看好稅前盈利表現。

膠手套全球需求量強勁，管理層預計，該業務將續在本財年貢獻可觀收入和盈利。

配合最新業績宣布，該公司今午12時22分起暫停交易，于下午2時30分恢復交易。

高產柅品今早微滑1仙，以3.29令吉掀開序幕；恢復交易后卻扭轉跌勢起8仙，報3.38令吉，閉市跌2仙，報3.28令吉，成交量6萬5900股。[ChinaPress]

icy97

Company Name	:	KOSSAN RUBBER INDUSTRIES BERHAD
Stock Name	:	KOSSAN
Date Announced	:	19/04/2012

EX-date	:	26/06/2012
Entitlement date	:	28/06/2012
Entitlement time	:	04:00:00 PM
Entitlement subject	:	Final Dividend
Entitlement description	:	FINAL DIVIDEND OF 4 SEN TAX EXEMPT PER ORDINARY SHARE OF RM0.50 EACH FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2011
Period of interest payment	:	to
Financial Year End	:	31/12/2011
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	SYMPHONY SHARES REGISTRARS SDN BHD Level 6, Symphony House Block D13, Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya
Payment date	:	18/07/2012
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	28/06/2012
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	:
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	Currency
Currency	:	Malaysian Ringgit (MYR)
Entitlement in Currency	:	0.04

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	289,434	256,446	289,434	256,446
2	Profit/(loss) before tax	28,633	27,904	28,633	27,904
3	Profit/(loss) for the period	22,458	23,379	22,458	23,379
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,954	22,955	21,954	22,955
5	Basic earnings/(loss) per share (Subunit)	6.87	7.18	6.87	7.18
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	161.0000		154.0000

icy97

券商買進心頭好．受惠於低膠價美元走強 高產柅品投資評級調高

財經股市19/06/2012 20:43

券商：馬銀行投銀
目標價：3.75令吉

高產柅品（KOSSAN，7153，主要板工業）股價年頭至今下滑12%，更落后同行，我們認為，該股同樣受惠于低膠價及美元走強，值得更高投資評價，目標價調升至3.75令吉。

隨著膠價走低，該公司成本亦相對低，這不但可提高賺幅，同時有助提升銷量，因為分銷商一般會趁此時（低膠價）進更多貨。

該公司亦可從走強的美元，獲得額外收入。

此外，初期投運的中國公司Cleanera雖在2012財年首季蒙虧（填補創業成本），惟相信第3季將開始貢獻高產柅品。

年底，Cleanera平均每年產能將可倍增至146億隻手套；過多產量將銷售給美國客戶。

我們把高產柅品的投資評級從持有上調至買進，目標價從原本的3.50令吉上修至3.75令吉，與2013年本益比10倍相符。

目前，該公司交易在2013年本益比8.6倍的水平，此估值低于速柏瑪（SUPERMX，7106，主要板工業）10倍及頂級手套15倍。

高產柅品全日股價表現平平，終場平盤掛3.23令吉，共有27萬4500股易手。[ChinaPress]

icy97

高產柅品 擴張上游業務

企業財經08/08/2012 23:00
（吉隆坡8日訊）國內手套公司高產柅品（KOSSAN，7153，主要板工業）將優先考慮棕油上游業務，擴張至橡膠種植園，以控制乳膠價格的風險走動。

該公司內部極度重視擴張橡膠種植園的計劃，目前在尋找1萬公頃的橡膠種植園土地。

該公司董事經理兼總執行長林寬城透過文告說：“不管是印尼或緬甸的橡膠種植園，我們都非常有興趣。”

他說，該公司一直努力提高生產能力，目前是個對的時機深入研究公司風險及原料價格供應的管理。

“擴張業務至橡膠種植園確保我們有充足供應，並不會有供應短缺情況發生。”

頂級手套（TOPGLOV，7113，主要板工業）上月在印尼，收購3萬公頃的綠地橡膠種植園后，高產柅品也決定跟隨其腳步，發展橡膠種植園業務。

林寬城指出，擴張上游業務擁有一定風險，因為它涉及真正的實物資產。

“當中，可能會影響一些基金投資或股票相關的金融衍生品等。”[ChinaPress]

icy97

成本低销售高 高产尼品净利增13%

财经新闻 财经  2012-08-24 10:29
（吉隆坡23日讯）受益高销售量、低原料成本以及高效率，高产尼品工业（Kossan，7153，主板工业产品股）次季和上半年净利分别取得12.81%和3.83%的增长。

截至6月30日的2012财年次季，净利从上财年同期的2093万8000令吉增12.81%至2362万1000令吉。

次季营业额也扬升10.57%至3亿475万3000令吉，上财年同期为2亿7561万令吉。

高产尼品工业累积上半年盈利和营业额、分别增3.83%和11.68%至4557万5000令吉和5亿9418万7000令吉，上财年同期为4389万2000令吉和5亿3205万6000令吉。

集团次季和上半年每股盈利为7.39仙和14.25仙，上财年同期为6.55仙和13.73仙。

展望未来，高产尼品工业估计技术橡胶产品业务的增长稳定，预计下半年可维持稳固的盈利表现。

胶手套业务则估计各类型的手套需求持续平稳，可望在下半年带来强稳的盈利增长。

此外，旗下无尘室业务将继续扩展本身产品和扩展至电子领域，管理层有信心将贡献集团业绩。[Nanyang]

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	304,753	275,610	594,187	532,056
2	Profit/(loss) before tax	31,097	26,648	59,730	54,552
3	Profit/(loss) for the period	24,059	21,298	46,517	44,677
4	Profit/(loss) attributable to ordinary equity holders of the parent	23,621	20,938	45,575	43,892
5	Basic earnings/(loss) per share (Subunit)	7.39	6.55	14.25	13.73
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.6800		1.5400

Kevlee

我也想上船。。。。。。。。

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	322,730	278,531	916,917	810,587
2	Profit/(loss) before tax	40,013	31,123	99,743	85,676
3	Profit/(loss) for the period	30,029	24,006	76,546	68,684
4	Profit/(loss) attributable to ordinary equity holders of the parent	29,221	23,643	74,795	67,536
5	Basic earnings/(loss) per share (Subunit)	9.14	7.39	23.39	21.12
6	Proposed/Declared dividend per share (Subunit)	0.05	0.00	0.05	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.7300		1.5400

icy97

KOSSAN RUBBER INDUSTRIES BERHAD

EX-date	06/12/2012
Entitlement date	10/12/2012
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Tax exempt interim dividend of 5.0sen per share of RM0.50 each for the financial year ending 31st December 2012.
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	SYMPHONY SHARES REGISTRATION SDN BHD LEVEL 6, SYMPHONY HOUSE BLOCK D13, PUSAT DAGANGAN DANA 1 JALAN PJU 1A/46 47301 PETALING JAYA
Payment date	21/12/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10/12/2012
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.05

icy97

香港景順投資購5.03%成高產尼品大股東

大馬  2012-11-29 07:54
（吉隆坡28日訊）香港景順投資公司（Invesco）買進高產尼品（KOSSAN，7153，主板工業產品組）1千603萬股股票或5.03%股權，崛起成為高產尼品的新大股東。

根據高產尼品的主要股東變動通知顯示，香港景順公司是在11月23日透過公開市場交易取得這批股權。

景順是一家投資管理公司，在香港的業務具30多年歷史。現時提供予投資者的零售基金選擇超過60項，機構客戶業務方面，管理範圍包括公共款項及私營機構之營運資金等，另一項重點業務範籌為退休資產管理，景順自1977年起為香港僱主提供退休計劃服務。

高產尼品在11月23日挂平盤報3令吉19仙，今日股價微升2仙至3令吉23仙。（星洲日報／財經）

KOSSAN RUBBER INDUSTRIES BERHAD

Particulars of Substantial Securities Holder

Name	INVESCO HONG KONG LIMITED
Address	41/F, CITIBANK TOWER, 3 GARDEN ROAD, CENTRAL, HONG KONG
NRIC/Passport No/Company No.	29966
Nationality/Country of incorporation	HONG KONG
Descriptions (Class & nominal value)	ORDINARY SHARE OF RM0.50 EACH
Name & address of registered holder	INVESCO HONG KONG LIMITED 41/F, CITIBANK TOWER, 3 GARDEN ROAD, CENTRAL, HONG KONG

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	23/11/2012
No of securities	16,035,100
Circumstances by reason of which Securities Holder has interest	open market transaction
Nature of interest	direct
Price Transacted ($$)
Total no of securities after change
Direct (units)	16,035,100
Direct (%)	5.03
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	28/11/2012

icy97

KOSSAN RUBBER INDUSTRIES BERHAD

Type	Announcement
Subject	OTHERS
Description	KOSSAN RUBBER INDUSTRIES BHD (("KOSSAN" or “Company")- FORMATION OF NEW SUBSIDIARY, PT. KOSSAN SETIA JAYA ("PT KOSSAN")
The Board of Directors of Kossan wishes to announce that a new subsidiary, PT. KOSSAN SETIA JAYA (Company no. AHU-0005973.AH.01.09.TAHUN 2013), has been formed on 30 January 2013 by two wholly owned subsidiaries of KOSSAN, namely Kossan Labuan Bhd. and Kossan Sdn. Bhd., holding 99.0% and 1.0% respectively in the issued and paid-up capital of PT. KOSSAN SETIA JAYA. PT. KOSSAN was incorporated under the laws of the Republic of Indonesia with an issued and paid-up capital of 1,200 shares (one thousand and two hundred shares) of USD1000 each with a total nominal value of Rp11,610,000,000 (Rupiah : eleven billion six hundred and ten million only).(Exchange rate of 9675 Rupiah per USD). The Board of Directors is of the opinion that the new formation is in the best interest of the Company. This announcement is dated 6 February 2013.

icy97

高产尼品印尼设子公司 拟投资上游橡胶种植业

财经新闻 财经  2013-02-14 11:37
（吉隆坡13日讯）高产尼品工业（Kossan，7153，主板工业产品股）新设印尼子公司，或意味集团将在当地投资上游橡胶种植业务，抑或拓展技术橡胶产品业务。

高产尼品工业1月30日在印尼设立名为PT Kossan Setia Jaya新子公司，缴足资本为每股1000美元的1200股，票面价值为116亿1000万印尼盾或370万令吉。

肯纳格研究分析员相信，新子公司可能是该集团在印尼投资上游业务，抑或拓展技术橡胶产品。

若前者属实，分析员保持中和看法，点出橡胶种植有助确保乳胶供应，甚至避免受胶价波动的影响；可是，投资橡胶种植的收成在种植初期微乎其微。
因此，他比较看好投资拓展技术橡胶产品业务。

过去两个季度，此业务贡献的税前盈利按季增长约20%；而2012财年首9个月，税前盈利按年扬升约60%，占集团税前盈利约13%。

本益比低于同行

相比顶级手套（TopGlov，7113，主板工业产品股）和速柏玛（Supermx，7106，主板工业产品股）以2013财年盈利15倍交易，高产尼品工业目前仅以2013财年盈利的8倍交易。

分析员指出，高产尼品工业的价值链提升、提供更高赚幅的手术和清洁手套，而且产品较少天然胶手套，所以对乳胶价格波动较不敏感。

因此，分析员认为顶级手套的估值缺口理应收窄。

他维持高产尼品工业的“超越大市”投资评级，目标价为3.64令吉。[南洋商报财经]


高產柅品 上財年收益料有驚喜

財經股市14/02/2013 23:41
（吉隆坡14日訊）艾芬投銀研究指出，高產柅品（KOSSAN，7153，主要板工業）將于本月25日發布上財年業績，相信上財年收益的上升空間會帶來驚喜，給于“增持”評級。

高產柅品今日交投淡靜，午盤才開始第一宗交易，但下跌4仙至3.31令吉。較后，該股跌幅收窄至平盤，閉市時平盤3.35令吉，成交量達1000股。

艾芬投銀研究看好該公司上財年收益會有所增長，主要有幾點，其中包括乳膠價格的大幅下跌。上財年平均乳膠價格為每公斤6.72令吉，相較于2011財年的每公斤8.90令吉，下跌約24.5%。

此外，賺幅較高的橡膠工業成品，每年的銷售量都可維持在7%至9%左右的健康成長，加上進一步改善產品組合，相信會有很大增長空間。

艾芬投銀研究預計，高產柅品上財年淨利將會增長16.1%，2012財年至2014財年的每股盈利（EPS）亦從增長4.4%調整為增長8.8%，主要原因在于產品組合的改進將提高賺幅，本財年的手套生產量預計可達到150億隻，較前年增長11%。

艾芬投銀研究看好高產柅品未來前景，給于“增持”評級，合理價為3.77令吉。[中国报财经]

icy97

高产尼品购工业地

财经新闻 财经  2013-02-19 10:14
（吉隆坡18日讯）高产尼品工业（Kossan，7153，主板工业产品股）宣布，建议以3537万令吉现金，在雪兰莪购入一块22.6公顷永久地契工业地。

高产尼品工业表示，此收购活动符合集团扩充地库的策略，以创造长期稳定收入；收购资金将通过内部和银行借贷来筹集。[南洋商报财经]

KOSSAN RUBBER INDUSTRIES BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	KOSSAN RUBBER INDUSTRIES BHD (48166-W) PROPOSED ACQUISITION BY PERUSAHAAN GETAH ASAS SDN BHD (89708-V), A WHOLLY-OWNED SUBSIDIARY OF THE COMPANY, OF A PIECE OF FREEHOLD INDUSTRIAL LAND MEASURING IN AREA APPROXIMATELY 56 ACRES BEING A PORTION OF LAND HELD UNDER GERAN 47241 LOT 409, MUKIM BATANG BERJUNTAI, DAERAH KUALA SELANGOR, SELANGOR FROM MEDALLION PALMS SDN BHD FOR A TOTAL CASH CONSIDERATION OF RM35,370,720.00.

Attachments KRIB-Annoucement'-Proposed Acquisition By PGA-18Feb13.pdf