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[转帖] 浅谈INSAS - 阿Boon

Tan KW
Publish date: Fri, 21 Mar 2014, 06:17 PM
Tan KW
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Good.

 

Friday, March 21, 2014

 
 
 


最近的INARI一直往上冲,相信很多股东也乐开怀。

但我相信最开心的,莫过于INARI的大股东INSAS(英沙,3379,主板金融组)。

INSAS一共持有几家上市公司,分别是INARI、HOHUP和FRB,这几家公司过去一年的价格都有相当不错的表现。

我从网上取得的数据大概作了个结算:


 
目前这些投资已经水涨船高,总净资产大约5亿5000万令吉。

可是却很难理解,持有持有这些公司的INSAS股价却一直长期被低估。

根据截至12月31日的第二季业绩,INSAS手握3亿3000多万现金,总资产比起去年同期增加了1亿2774万令吉。目前的每股净资产值得RM1.71,股价却以低过净资产一半的RM0.94交易。

可是别忘了,目前的净资产这还不包括最近INARI股价狂涨之后所带来的资本增值。

INSAS绝对是一直被严重低估的股票。

http://bblifediary.blogspot.com/2014/03/insas.html

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4 people like this. Showing 1 of 1 comments

ckleow79

as my personal view, no matter how the price of securities increase its doesn't make big sense. unless huge dividend been receive or insas cash out the share.

as a value share must be have a consistently grow of business; both turnover and profit and a good management team.

from my personal perspective, insas only will be privatise. caz the major shareholder can maximise his own interest, of caz the minority can get a one off return on privatise.

just like to share what my view.

happy trading, good luck.

2014-03-24 02:09

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