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[转帖] 闲谈Superln（富贵冷中求）- 闲谈股市，理财篇
闲谈Superln（富贵冷中求）
现价：0.525
目标价：0.80
信心指数：70%
投资看点：
1）净现金,扣除债务后,net cash为0.11亿
在年报注明，一半的现金是美元,大约一半的trade receivable是美元
目前美元兑马币走强,对superln是件好事
2）股息方面
2014FY 第一季公司宣布1.75sen single tier 股息
2014FY 第二季公司宣布派发1.25sen single tier 股息
估计今年的股息可突破20sen
那2014FY net dividend yield>4%
股息高过定存
3）net profit margin 方面
公司2014FY的两个季报
net profit margin都维持在11%左右
原因
~是美元走强（superln多数产品都是出口）
~原料价格走低（nitrile latex 价格走软）
我翻查了supermax的季报所公布的nitrile 价格
观察了nitrile latex 2年的价格走势
个人相信短期内nitrile latex价格还会持续维持在低档
这对于superln来说是一件好事
4）本益比方面
目前市值0.42亿
单季净利为1.63million
把净利全年化,6.52million
本益比为6.5左右
5）头号人物lim chai beng持有1.19%的superln
lim chai beng 是cbip的大股东
cbip的业务是有关palm oil equipment
superln主要业务是thermal insulation for HVAC&R
相信lim chai beng 会看上superln,间中必有其原因
6）HVAC&R的未来前景很不错
有兴趣了解的可以浏览以下链接
http://www.engg.ksu.edu/people/rhayter/HVAC&R%20Future.pdf
7）公司目前net book value为RM 0.74
目前股价为RM0.525，严重低估
后语：
在牛市,要找一家像superln的小型优质公司确实不易
～本益比低
～net profit margin 高
～净现金
～股息高过定存
～未来前景可期
共勉之
现价：0.525
目标价：0.80
信心指数：70%
投资看点：
1）净现金,扣除债务后,net cash为0.11亿
在年报注明，一半的现金是美元,大约一半的trade receivable是美元
目前美元兑马币走强,对superln是件好事
2）股息方面
2014FY 第一季公司宣布1.75sen single tier 股息
2014FY 第二季公司宣布派发1.25sen single tier 股息
估计今年的股息可突破20sen
那2014FY net dividend yield>4%
股息高过定存
3）net profit margin 方面
公司2014FY的两个季报
net profit margin都维持在11%左右
原因
~是美元走强（superln多数产品都是出口）
~原料价格走低（nitrile latex 价格走软）
我翻查了supermax的季报所公布的nitrile 价格
观察了nitrile latex 2年的价格走势
个人相信短期内nitrile latex价格还会持续维持在低档
这对于superln来说是一件好事
4）本益比方面
目前市值0.42亿
单季净利为1.63million
把净利全年化,6.52million
本益比为6.5左右
5）头号人物lim chai beng持有1.19%的superln
lim chai beng 是cbip的大股东
cbip的业务是有关palm oil equipment
superln主要业务是thermal insulation for HVAC&R
相信lim chai beng 会看上superln,间中必有其原因
6）HVAC&R的未来前景很不错
有兴趣了解的可以浏览以下链接
http://www.engg.ksu.edu/people/rhayter/HVAC&R%20Future.pdf
7）公司目前net book value为RM 0.74
目前股价为RM0.525，严重低估
后语：
在牛市,要找一家像superln的小型优质公司确实不易
～本益比低
～net profit margin 高
～净现金
～股息高过定存
～未来前景可期
共勉之
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mhchai
0.80 is abit too high, maybe need many months to go, near term i believe can hit 0.65
2014-01-02 20:39