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2) Carepls共有3家生产手套的主要子公司,分别是产能第二大(每年13亿2000万只手套)的Careplus (马),最大 (24亿只)的Careglove global公司,以及最小(4200万只)的Rubbercare公司。
最新业绩显示36m, 但里面有15m是one off gain, 所以简单来说业绩是20m左右,是非常好的。看到一个blog发现解释这季盈利&JV with Ansell非常详细的资料, https://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=23912
3) i) Careplus(Malaysia) & VIETNAM CAREPLUS JOINT STOCK COMPANY apply some medical equipment & products to US and get approved by US FDA
iii) KUALA LUMPUR (Aug 21): Negeri Sembilan-based glove manufacturer Careplus Group Bhd has proposed to acquire industrial land measuring 296,800 sq m in the state for RM23 million to expand its facilities.
仔细研究的话会发现除了Administration expenses稍微增加之外,Carepls的Cost of sales对比上个季度反而是下降2.08%的。而此次业绩QoQ下跌最大的祸首归咎于更高的Taxation税收。对比上个季度13.83%的税率,这个季度的税率高达29%,所以只能说是上个季度的税务豁免过多,这个季度只是正常表现。