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[转贴] 【亿雅无声的反击】- HEVEA(5095)的业绩盈利突破新高，EPS 6.27, 派发0.75仙股息。 - Harryt30

Tan KW
Publish date: Wed, 24 Feb 2016, 09:47 PM
Tan KW
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去年非常火热的HEVEA在今天公布了它们的季度报告，业绩以及盈利再次来到了历史新 高。营业额RM151mil，而净利则是25.693mil。相比14年同期，营业额以及净利分别上涨了31%以及188%。由于股家在一月面临调整，现 在的PE是8.43,跟去年12月31日的RM1.62相比，足足下跌了22仙。
从上图我们可以看到盈利走高归功于Higher value added product以及美金走高。此外，由于主要债务是美金，所以公司全年面临9.28 mil的unrealised外汇亏损。幸亏公司极力优良化产线，得以减低成本以拉高Profit Margin。大家可以看到Profit Margin从2014年的7.2%进步到今年的14.7%。
以上我们可以看到这个季度HEVEA又多了1.7mil左右的外汇亏损。全年的外汇亏 损6.433 - 9.281 = 2.848 mil左右。虽然是unrealized losses, 不过accounting policy 定义这也要include进季度报告。假设马币上涨, HEVEA 就会有UNREALIZED FOREX GAIN, 所以HEVEA 不管马币起跌都有得赚。

为什么题目会叫无声的反击, 因为hevea受到了Robert大大的影响, 公司在做出了一次解释后就不再回应。现在盈利出色, 相信很多人都等着MR.R的攻势。现在局势不是很稳定, 股价有可能会在悲观的情绪下下跌。所以大家买进或卖出前要好好思考, 共勉之。

以上纯属分享, 买卖自负。


魔法师Harryt30
20.55p.m.

http://harryteo.blogspot.my/2016/02/1122-hevea5095eps-627-075.html

HEVEA (5095)
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Discussions
5 people like this. Showing 5 of 5 comments

Law81

thanks for info and advice : )

2016-02-24 22:53

Teoh Boon Leong

Thanks for the excellent report ,whatever Robert and his gang effort in pouring cold water is in vain ,Hevea please proudly move forward.

2016-02-25 01:34

soojinhou

I thank Robert for the opportunity to buy cheap.

2016-02-25 07:00

sythong7

Same here!

2016-02-25 16:12

saltedfish

Fantastic result for the last time.....and shares price like dead water. Lol

2016-02-25 17:46

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