Sunday, August 3, 2014

Ebola fears... SUPERMAX up 19 sen.

The Star Online:
http://www.thestar.com.my/Business/Business-News/2014/08/01/Glove-makers-advance-on-Ebola-fears/

KUALA LUMPUR: Glove-makers bucked the weaker broad market on Friday as investors saw buying opportunities amid expectations of a surge demand in gloves following the outbreak of Ebola virus in Africa.

At 11.12am, Supermax was up 14 sen to RM2.31, Kossan added nine sen to RM4.10 while Adventa gained eight sen to RM1.12 and Top Glove edged up seven sen to RM4.70.
The FBM KLCI fell 4.85 points to 1,866.51. Turnover was 864.71 million shares valued at RM564.67mil. Losers beat gainers 527 to 179 while 276 counters were unchanged.
Reuters reported Sierra Leone has declared a state of emergency and called in troops to quarantine Ebola victims, joining neighbouring Liberia in imposing controls as the death toll from the outbreak of the virus hit 729 in West Africa.

The World Health Organisation said it would launch a US$100mil response plan on Friday during a meeting with the affected nations in Guinea. It is in urgent talks with donors and international agencies to send more medical staff and resources to the region, it said.

The WHO on Thursday reported 57 new deaths in the four days to July 27 in Guinea, Liberia, Sierra Leone and Nigeria, raising the death toll to 729. It said the number of Ebola cases had topped 1,300.

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病毒肆虐 美元升值 手套股回春 涨势难测
财经张欣豪

http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=130084:&Itemid=198

(吉隆坡1日讯)西非埃博拉(又称伊波拉)病情肆虐,加上美元兑令吉匯率升值,刺激年初表现低迷的手套股,大马4大手套公司股价今天纷纷上扬,惟分析员普遍相信这只是短暂的投机活动所致,手套股涨势能否持还要胥视疫情的发展。       
隨著西非国家塞拉利昂昨日宣布进入紧急状態,其邻国利比里亚也情况严重,马股手套股在今天受到投资者追捧,顶级手套(Topglov,7113,主板工业股)、高產尼品(Kossan,7153,主板工业股)以及贺特佳(Harta,5168,主板工业股)分別上扬14仙或3.024%、8仙或1.995%以及4仙或0.605%,其中顶级手套和高產尼品分別成为全场第11和第19大上升股。
至于速柏玛(Supermx,7106,主板工业股)则是4大手套股中,表现最佳,全天共起19仙或8.756%,至2.36令吉,成为全场第9大上升股。
针对手套股在逆市中上扬,接受《东方財经》询问的分析员普遍指出,埃博拉事件使到投资者重新注意上半年表现低迷的手套股,但今日升势相信只是基於投机活动,这些手套股的股价涨势能否持续,仍须视疫情接下来的发展而定。
不愿具名的研究主管以及分析员认为,埃博拉病情若成为跨区域或跨洲疫情,势必成为手套领域强大的催化因素,甚至带动一股手套股大牛市;但若病情受到控制,相信投机活动將会迅速结束。埃博拉病毒是一种人传人的病毒,若扩散情况严重,將大大增加全球手套需求。
安联星展研究分析员表示,短期內不看好手套领域,尤其是在目前令吉兑美元呈上升趋势以及供应过剩的情况下。此外,明年的竞爭相信会更激烈。
无论如何,他认为,手套领域长期依然正面,毕竟手套股的基本面和估值仍属合理。
他指出,本次针对埃博拉病情的升势並不稳定,必须视接下来的疫情,才能决定这股上升势头能否延续。
肯纳格投行分析员表示,今天的手套股升势除了因为埃博拉病情,今天美元兑令吉大幅升值也是其中一个因素。截止今天下午尾盘,美元兑令吉相比昨天上升了0.62%,至3.2174令吉。
肯纳格投行看好手套领域
肯纳格投行分析员对手套领域较为乐观,认为手套股目前已被低估,其中供应过剩的消息已被严重放大。
他指出,目前大马手套公司的丁月青手套都处於满负荷產能,近期都在扩展新生產线,以迎合市场不断增加的需求。
手套股上半年一直表现低迷,本次病毒危机或成为一个强大的催化因素。加上手套市场的需求一直有稳健成长,肯纳格投行看好目前被低估的手套领域。
年头至今,速柏玛跌14.8%;顶级手套滑落15.28%;高尼產品跌5.32%;贺特佳跌8.02%。
安联星展研究及肯纳格投行分析员都认为,速柏玛今天表现最佳,是因为之前的股价表现最不好,且股价较便宜。
安联星展研究的手套首选股是高產尼品,目標价4.90令吉;肯纳格投行对手套领域的投资评级为「超越大市」,首选股贺特佳,目標价7.48令吉.


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Up to last Friday, Supermax had up ~7.8% from by purchasing price, this was not expected for short terms. wish the disaster will end soon..

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