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[转贴] 【天气炎热，让我想起PANAMY(3719)】 - Harryt30
这几天天气非常炎热，笔者热到汗流浃背，不知道大家有没有Feel到呢? 每次天气很热的时候，笔者就会联想到TENAGA以及PANAMY。因为用电量高，然后买风扇或者冷气解暑。不过TENAGA市值那么大，应该没有什么人会有兴趣。
PANAMY是笔者很欣赏的公司，但是却没有买进过，因为股价偏高。不过我很爱它的储备现金，截至最新的季度，公司手上有RM620 mil的Cash，而且0借贷，相当于每股RM10.20的现金。PANAMY的净资产是RM14.20，这意味着71.8%的资产是现金，看了让笔者流口水。上个财政年利息收入是RM23.743 mil。
散户都不喜欢大象股，因为大家的刻板印象是回报率很低。但是PANAMY证明了自己的价值，3年的时间股价增长100%。今年10个月的时间内资金增长和股息有33%的回酬。股价上涨的原因很简单，那就是因为盈利增长。
PANAMY最新季度的营业额突破历史新高，大家有注意到吗？？而盈利也是历史第2高，盈利开始看到复苏的曙光。主要是因为越南以及中东的市场快速增长，需求的增加刺激营业额以及盈利走高。
假设可以保持每个季度60左右的EPS，FY2018的盈利有望突破历史新高。股价突破RM40并非难事，说不定未来2- 3年会成为第4家股价RM50的大型消费股。
不过有一点大家要记住，假设股价短期起太快，但是盈利跟不上，回调是肯定的。大家可以看到PANAMY的股价在去年一度上涨到接近RM40,年头回调到RM30，过后又再度缓缓复苏。
对于你有信心的公司，每一次回调都是一次很好的机会，要不然要如何买到便宜的股票呢？
以上纯属分享，买卖请自负。
Harryt30
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天氣熱是你的地區的情況，這兒這個星期感受到前所未有的寒冷，痛苦！
想想超級颱風去過日本後的影響吧！
2017-10-22 05:11