●大会重点：
速柏玛坦言，在已结束财政年，集团业务表现杰出，预测下一个财政年，表现将更理想，集团已规划好业务扩充计划，以让集团掌握来年及之后市场强势成长的优势，体现胶手套业庞大的成长潜能。
集团预测，手套生产量将在2021和2022年，分别增至102亿5000万只和120亿只，与2020年比较，2022年生产容量将增加85%，新的生产容量有助集团将高度超卖的情况，转为比较可以管理的水平，使到集团的营业额和净盈利成长率，保持平稳状态。
胶手套业是少数几个大马可以在世界舞台、宣称为市场领军的行业，享有超过60%的全球市占率，这是个有弹力、不受经济衰退影响的领域，管理层深信，胶手套业成长机会是庞大的，接下来，全球对胶手套的需求，估计维持在8至10%的年均复合增长率。
集团已加速推出扩展计划，而且是经营史上，首次同步兴建5家工厂。
虽然积极进行生产容量扩充计划，不过，集团仍不足以应付目前的订单需求，不管怎样，集团还有超过130英亩的土地供未来扩充业务用途。
隐形眼镜镜片有利可图
除了手套业，集团通过子公司SuperVision Optimax从事隐形眼镜业务，是道地的隐形眼镜镜片制造商，放眼成为全球隐形眼镜镜片首要制造商，数据显示，隐形眼镜镜片业蓬勃发展，是一盘有利可图的业务。
速伯玛集团已展开业务多元化发展步伐，涉足这项高科技制造业，至今，投资总额达1亿令吉，已建立最先进的隐形眼镜镜片生产设备，集团的设备能生产市场高度需求、价格可负担的镜片，至今己销售这项产品至世界超过60个国家。
与此同时，集团通过大马和加拿大的生产设备，进军口罩生产业务，也扩展业务至个人防护产品，辅助胶手套产品，善用集团过去这些年在全球建立起来的分销网络，全球对口罩的需求日益增加，是一个可以掌握的庞大市场。
从一开始，集团安置两条生产线，生产容量为年产9600万只，在大马的生产量主要在大马分销，以防范冠病传播，一旦大马疫情受到控制，接下来的产量将出口到海外市场，集团已为这项投资拨出800万令吉。为配合加拿大政府的呼吁，以便在加拿大生产的个人防护品足够应付该国的需求，集团已和加国当地伙伴合作，设立一个两条生产线的设备。
速柏玛坦言，在已结束财政年，集团业务表现杰出，预测下一个财政年，表现将更理想，集团已规划好业务扩充计划，以让集团掌握来年及之后市场强势成长的优势，体现胶手套业庞大的成长潜能。
集团预测，手套生产量将在2021和2022年，分别增至102亿5000万只和120亿只，与2020年比较，2022年生产容量将增加85%，新的生产容量有助集团将高度超卖的情况，转为比较可以管理的水平，使到集团的营业额和净盈利成长率，保持平稳状态。
胶手套业是少数几个大马可以在世界舞台、宣称为市场领军的行业，享有超过60%的全球市占率，这是个有弹力、不受经济衰退影响的领域，管理层深信，胶手套业成长机会是庞大的，接下来，全球对胶手套的需求，估计维持在8至10%的年均复合增长率。
集团已加速推出扩展计划，而且是经营史上，首次同步兴建5家工厂。
虽然积极进行生产容量扩充计划，不过，集团仍不足以应付目前的订单需求，不管怎样，集团还有超过130英亩的土地供未来扩充业务用途。
隐形眼镜镜片有利可图
除了手套业，集团通过子公司SuperVision Optimax从事隐形眼镜业务，是道地的隐形眼镜镜片制造商，放眼成为全球隐形眼镜镜片首要制造商，数据显示，隐形眼镜镜片业蓬勃发展，是一盘有利可图的业务。
速伯玛集团已展开业务多元化发展步伐，涉足这项高科技制造业，至今，投资总额达1亿令吉，已建立最先进的隐形眼镜镜片生产设备，集团的设备能生产市场高度需求、价格可负担的镜片，至今己销售这项产品至世界超过60个国家。
与此同时，集团通过大马和加拿大的生产设备，进军口罩生产业务，也扩展业务至个人防护产品，辅助胶手套产品，善用集团过去这些年在全球建立起来的分销网络，全球对口罩的需求日益增加，是一个可以掌握的庞大市场。
从一开始，集团安置两条生产线，生产容量为年产9600万只，在大马的生产量主要在大马分销，以防范冠病传播，一旦大马疫情受到控制，接下来的产量将出口到海外市场，集团已为这项投资拨出800万令吉。为配合加拿大政府的呼吁，以便在加拿大生产的个人防护品足够应付该国的需求，集团已和加国当地伙伴合作，设立一个两条生产线的设备。
My Personal view on RSS (Regulated Short Selling started on 4 Jan 2021)
1. Shorties short Top 4 glove on 4 Jan 2021 heavily or sell at low price region, downside limited. If they short in Oct 2020 where many short term players on glove then I would say a very good move.
2. Those want to sell glove already sold. Those holding gloves mostly mid to long term investors I believe.
3. Shorties need to pay interest for borrowing shares to perform short selling (RSS). At the same time, they also need to cover up the dividend paid by Top 4 gloves (to the borrowers) over the time if they short for long term which most of them will pay high dividend during super high earning period in 2021.
4. Buyers of glove can expect higher dividend yield other than capital appreciation over mid term in 2021 (topglove for example maybe one of the highest div yield in Bursa)
5. Most of the bad news about glove likely surface out. Upcoming will be good result, higher dividend, share buy back (like Kossan, ruberrex etc last 3-4 days), bosses also buying using their own pocket money like Tan Sri LWC.
6. Tan Sri Lim Wee Chai going to receive more than 450mil cash dividend on 11 Jan 2021 (he own 2.788 Billion shares direct n indirect, X 16.5c per share). Even before he receives this dividend, he already bought quite a lot of Topglove share from market. He is expected to receive more cash dividend in 2nd, 3rd and 4th qtr of FY2021.
1. Shorties short Top 4 glove on 4 Jan 2021 heavily or sell at low price region, downside limited. If they short in Oct 2020 where many short term players on glove then I would say a very good move.
2. Those want to sell glove already sold. Those holding gloves mostly mid to long term investors I believe.
3. Shorties need to pay interest for borrowing shares to perform short selling (RSS). At the same time, they also need to cover up the dividend paid by Top 4 gloves (to the borrowers) over the time if they short for long term which most of them will pay high dividend during super high earning period in 2021.
4. Buyers of glove can expect higher dividend yield other than capital appreciation over mid term in 2021 (topglove for example maybe one of the highest div yield in Bursa)
5. Most of the bad news about glove likely surface out. Upcoming will be good result, higher dividend, share buy back (like Kossan, ruberrex etc last 3-4 days), bosses also buying using their own pocket money like Tan Sri LWC.
6. Tan Sri Lim Wee Chai going to receive more than 450mil cash dividend on 11 Jan 2021 (he own 2.788 Billion shares direct n indirect, X 16.5c per share). Even before he receives this dividend, he already bought quite a lot of Topglove share from market. He is expected to receive more cash dividend in 2nd, 3rd and 4th qtr of FY2021.
The above message is just my personal view or analysis on RSS, NOT a buy or sell call on any glove counters.
If I m right, mean EPF is long term to hold these shares. With SBL they can earn extra interest by lending share to others who wish to short. Later shortie hv to buy back shares to return Topglove shares to EPF.
Epf has at one time holding up to 5.6%, close to 459m shares. They should be long term and lend 40m shares to shorties to earn extra interest of SBL (hence ceased to be substantial shareholder ) they still hold 350m shares to earn dividend. Net net EPF didnot sell the 40m shares as shorties later hv to return the shares (buy back from market). They should signed an agreement to borrow the shares from EPF for a certain period of time.
Shorties still not cover back their short position by buying back (up to 11 Jan data).