KLCI Stock - SUPERMX / 7106 - 2011 Quarter 4

SUPERMAX CORPORATION BERHAD

My notes based on 2011 quarter 4 report (number in '000):-
- Higher revenue due to better sell through recorded as customers increased their orders to replenish their depleted inventories towards the year end but lower profit due to higher priced inventory going into the last quarter of the year and had to realise lower profits when sold

- Estimate next 4Q eps after 2011 Q4 result announced = 769038*0.17/680155 = 0.1922, estimate PE on current price 2.02 = 10.2(DPS 0.06)
- Estimate next 4Q eps after 2011 Q3 result announced = 0.0909*4 = 0.3636(cautious of RM8.9 million profit was from other income), estimate highest/lowest PE = 12.84/8.64 (DPS 0.08)
- Estimate next 4Q eps after 2011 Q2 result announced = 0.075*4*1.1 = 0.33(exclude RM4 million bond write off), estimate highest/lowest PE = 10.68/6.62 (DPS 0.075)
- Estimate next 4Q eps after 2011 Q1 result announced = 0.0718*4*1.1 = 0.3159, estimate highest/lowest PE = 12.42/9.58 (DPS 0.075)
- Estimate next 4Q eps after 2010 Q4 result announced = 0.0962*4 = 0.3848, estimate highest/lowest PE = 11.55/9.94 (DPS 0.075)
- Estimate next 4Q eps after 2010 Q3 result announced = 0.1124*4*1.1 = 0.4946, estimate highest/lowest PE = 9.31/7.77 (DPS 0.135)
- Estimate next 4Q eps after 2010 Q2 result announced = 0.1351*4*0.9 = 0.4864(correction), estimate highest/lowest PE = 10.82/7.43 (DPS 0.135)
- Estimate next 4Q eps after 2010 Q1 result announced = 0.6576+0.0253 = 0.6829, estimate highest/lowest PE = 10.38/8.77 (DPS 0.11)
- Estimate next 4Q eps after 2009 Q4 result announced = 0.1644*4 = 0.6576, estimate highest/lowest PE = 11.16/8.24 (DPS 0.11)
- Estimate next 4Q eps after 2009 Q3 result announced = 0.1514*4 = 0.6056, estimate highest/lowest PE = 10.15/5.3 (DPS 0.0325)
- Estimate next 4Q eps after 2009 Q2 result announced = 0.0972*4 = 0.3888, estimate highest/lowest PE = 8.74/5.14 (DPS 0.0325)
- Estimate next 4Q eps after 2009 Q1 result announced = 0.0743*4 = 0.2972, estimate highest/lowest PE = 6.52/5.01 (DPS 0.0325)
- Estimate next 4Q eps after 2008 Q4 result announced = 0.2499, estimate highest/lowest PE = 6.67/3.07 (DPS 0.0325)

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