[转贴] 【Net Cash仙股 2】- MIKROMB(0112)盈利股价齐齐突破历史新高，会不会跑得太快呢？？ - Harryt30 | I3investor

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[转贴] 【Net Cash仙股 2】- MIKROMB(0112)盈利股价齐齐突破历史新高，会不会跑得太快呢？？ - Harryt30

Tan KW

Publish date: Fri, 09 Jun 2017, 03:20 PM

Friday, June 9, 2017

笔者曾经在2月20日分享过MIKROMB这家小型仙股，当时的PE是16.45, 股价RM0.565，笔者认为有点偏高。不过以长期的角度来看，这家公司的表现的盈利成长是值得期许的。4个月后的今天，公司的股价【刚刚】一度突破到76分，PE已经狂飙到21.86，会不会跑太快呢？？

先看看MIKROMB最近3个季度的业绩表现：

MIKROMB在2017财政年的3个季度盈利YOY分别进步了5%，4%以及1%。每一次的盈利进步都把公司的盈利推向历史新高，但是过去3个季度的成长幅度是有限的。

从上图我们可以看到MIKROMB的盈利在过去3个季度从RM10.342 mil增长到RM10.629 mil，9个月进步了2.78%。假设股价也没有偷跑太多，当初2月的PE = 16.45估值还是可以被接收。

但是股价从当初分享的RM0.565上涨到今天的RM0.755，上涨了接近40%，股价有跑得比盈利快的迹象。为什么笔者这么说呢？

因为盈利决定股价，盈利涨5%不到，股价涨50%，笔者抓破脑袋都想不通。就算是5送2的Bonus Issue也不应该冲到这么快呀，各位读者的看法呢？？

虽然越南的市场成长很快，虽然新厂年底/明年就快好了，虽然公司是Net Cash，笔者还是认为股价涨得太快了。以长期1 - 2年来看，大家是不会在乎股价短期的涨幅的。

不过以估值来看，嫌少有工业股的PE超过20，手套股除外。因此大家要自己【独立思考】咯，希望这篇文章可以让大家对公司的【估值】有一些认知。

以上纯属分享，买卖请自己负责。

赚了钱是你的，亏了钱不要赖笔者。

Harryt30
15.00p.m.
2017.06.09

http://harryteo.blogspot.my/2017/06/1401net-cash-2-mikromb0112.html

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Discussions

Be the first to like this. Showing 5 of 5 comments

明天会更好

哈利的文章总是在股价飞了才出来，典型马后炮文章

2017-06-09 17:17

明天会更好

我左看右看，上看下看，看了又看，怎么看也看不出盈利怎么创新高。
https://klse.i3investor.com/servlets/stk/fin/0112.jsp

2017-06-09 17:21

明天会更好

最重要的，先去研究研究这个公司的管理层，风评非常差，自己看着办吧。

2017-06-09 17:22

股价没上，没信心嘛..上了才不会说错.

2017-06-10 10:21

典型马后炮文章+1

2017-06-11 21:52

Post a Comment

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