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[转贴] 有望业绩爆发的 CIHLDG (2828) - KLSE游击队

Tan KW
Publish date: Thu, 05 Nov 2015, 10:54 PM
Tan KW
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Thursday, November 5, 2015 

 

简介,自从2011年尾把百事可乐瓶罐生意出售给日本的ASAHI 后,股价一直处于沉睡状态,直到今年年头因一些潜在企业活动消息,该股才重新重获市场关注。


目前核心业务为食用油。
旗下公司:CRSB 和 Palmtop。
公司85%业务为出口导向。
目前出口至48个不同国家,同时放眼未来可达超过90多个多国家。



也因如此,公司业务受惠于美元强势。



其公司大股东就大有来头!他就是最近新上任的副财政部长- Datuk Johari,持有公司32.72%股份。


此外,据最新出炉的2015年年报,截至2015年9月,我们在30大股东部分发现了Goldman Sachs International 和Credit Suisse 纷纷加入成为了CIHLDG的第17 与第24大股东。



那为何会关注CIHLDG呢?原因很简单,那就是潜在盈利暴增!



CRSB目前每个月平均生产800箱食用油。近期强劲的订单使得其生产线达到瓶颈,有时甚至需要推掉一些订单。虽然如此,这个问题将获得解决。其新厂已经在7月投入运作,同时有望将产能提升至每个月2,000箱。

 
 
Palmtop 是今年5月12日刚刚宣布收购的公司。今年8月26日的季报盈利是近年来的最高。其季报提到Palmtop的加入是其盈利暴增的主要功臣。

 
8月发布的季报是代表着公司4、5、6月的业绩。这表示Palmtop 才加入大约1个月半的时间就有如此贡献...... 下个季报(本月11月发布),将是7、8、9月的业绩。这一次,除了Palmtop 的贡献将会是全程参与之外,别忘了我们刚刚提到的CRSB 新厂的投入运作,这也意味着CRSB 的产量已经不再是1个月800 箱了!

就凭以上两个简单的观点,是否意味着这家公司这个月的业绩潜在暴增行情?
 
共勉之~

KLSE游击队
05.11.2015
 

http://stockguerrillas.blogspot.my/2015/11/cihldg-2828.html

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2 people like this. Showing 4 of 4 comments

Chua Lin

Bsngpg ya 支持你的论点

2015-11-06 16:55

lyo82

salute you, bsngpg.

2015-11-10 10:18

apini

Director of BTN and PEKASA had said it is nothing wrong to called the Chinese and Indian who are born here , live here , work here and die here as "PENDATANG"

why not tell us directly " YOU ARE SECOND CLASS CITIZEN"

If you are that tolerant as you claimed to have accepted us as "anak Malaysia" , then why do you need to constantly , non stop, unforgettably , wherever you are, reminding us and never forget "YOU ARE PENDATANG"

Use your babi head to think hard, if I do not love Malaysia, if I do not consider , with no second choice, myself as "anak Malaysia" do I mind to be called "pendatang".

most saddening thing is our PM, Najib, says nothing , see nothing , does nothing,has indirectly embolden this group of babi malays(UMNO Malay) to bully the minority

do not question the Chinese why they support DAP or PKR. can we not leave you if you do not want us

on one hand you doubt our patriotism, on the other hand you call us "pendatang". when the EVIL can not overmaster the RIGHTEOUS, you twist and turn and say other people have distorted your fact

when has this startedin Malaysia?

since Mahathir's time.

" BALIK TONGSAN , BALIK CHINA, BALIK INDIA",that is what you used to shout to tell you are master of this land.

let me tell you the fact, the true fact, I do not need special privileges from the government as you do, the world is so wide, I can live well and live happily in part of the world, why only China or India?

I still choose to live here despite of being constantly hurt and insulted, it is just because I am ANAK MALAYSIA nothing else.

2015-11-10 11:39

wooddragon

From this article the author stated that

"8月发布的季报是代表着公司4、5、6月的业绩。这表示Palmtop 才加入大约1个月半的时间就有如此贡献...... 下个季报(本月11月发布),将是7、8、9月的业绩。"

From the Annual Report, it stated that

" Palmtop contributed RM51,070,000 of revenue and RM4,571,000 to the results for the financial year of the Group
from the acquisition date. Had the business combination taken place at the beginning of the financial year, Palmtop
would contribute approximately RM66,599,000 of revenue and RM4,636,000 to the results for the financial year
of the Group."

Does this means they have factored in the whole year profit of Palmtop into the 4th quarter of the financial year?

2015-11-15 11:18

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