余光成

100001553897622 | Joined since 2012-04-07

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

66

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
66
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2018-01-18 07:35 | Report Abuse

Daya has completed several billion ringgit worth of projects for our multinational clients over the past decade ranging from supply of chemicals, provision of offshore services, engineering works to construction of industrial plants. As of to-date, our order book exceeds RM1.9 billion. Some of the major projects currently undertaken and/or recently completed by our Group include:

Client Period Project
Allseas UK 2013 RM8-12 million subsea installation
Technip Norge AS 2014-2016 RM100-176 million subsea installation
Technip Norge AS 2014-2020 RM250-440 million subsea installation
Boustead 2013-2018 RM198 million marine HVAC
B Braun 2013-2015 RM303 million industrial facility
SapuraKencana 2012-2013 RM186 million submarine cable-laying
Malaysia LNG 2010-2016 RM170 million chemical supply
B Braun 2013-2014 RM108 million industrial facility
C Park 2013-2015 RM120 million commercial complex
B Braun 2012-2013 RM125 million industrial facility
SapuraAcergy 2011-2013 RM15 million offshore welding
Prince Court Medical 2012-2014 RM800k HVAC services
KLCC 2012-2016 RM22-30 million HVAC services
Yuk Tung 2012-2015 RM270 million residential complex
Gemesis 2012-2013 RM29 million industrial facility
Ibiden Electronics 2012 RM13 million facility expansion
Malaysian Auto Lighting 2012-2013 RM63 million industrial facility
SapuraAcergy 2010-2012 RM18 million offshore welding
Petronas Methanol 2011 RM25 million chemical supply
Schlumberger 2011 RM5 million facility expansion
Ethylene Malaysia 2011 RM9 million chemical supply
Petronas Gas 2011 RM6 million chemical supply
Petronas Penapisan 2011 RM7 million crude tank repair
Plexus 2010-2011 RM67 million industrial facility
Vitrox Technologies 2010-2011 RM12 million industrial facility
MTT Learning Academy 2010-2011 RM50 million education center
Renal Laboratories 2010-2011 RM12 million industrial facility
Clarimax Consolidated 2010-2011 RM6 million industrial facility
TL Offshore 2009-2011 RM55 million offshore pipe-laying
Ibiden Electronics 2009-2010 RM179 million industrial facility
Petronas Methanol 2009 RM52 million chemical supply
Optimal Chemicals 2009 RM7 million turnaround/crane services
KLCC 2008-2012 RM21 million HVAC services
SecaDyme 2008-2009 RM6 million industrial facility

Stock

2018-01-18 07:33 | Report Abuse

daya 0091:good company
Our O&G Chemicals business is carried out by Daya Secadyme Sdn Bhd ("DSSB"). Licensed by Petronas since the early 1990's, DSSB is involved in the complete logistic, trading and distribution of specialty chemicals and catalysts and provision of technical services to the downstream O&G sector. It holds the ISO9001:2008 certification.

DSSB is a pioneer provider of bulk chemicals in returnable semi-bulk containers in Malaysia. We have over the years invested heavily in tank equipment and logistic facilities in order to provide a total delivery solution for a wide range of chemicals to our extensive downstream clients. With a team of highly-experienced engineers, chemical professionals and logistic specialists, we manage and deploy a sizeable fleet of ISO tanks and semi-bulk containers dedicated to ensuring superior service quality and uncompromised safety to all our customers. We hold a number of important chemical licenses from Petronas, and represent some 25 international principals and over 50 different specialty chemical products, all of which are on exclusive basis.

The products & services covered by our O&G Chemicals division include:

Bulk chemicals (dimethyl disulfide, perchloroethylene, ethyl mecaptan, spotleak, water purification resins, etc)
Catalysts (reforming, syngas, desulfurization, chloride treatment, gas purification, etherification, hydrogenation, estherification, etc)
Additives (pour-point depressants, slip agents, polymerization initiators, etc)
Inert support materials (ceramic balls, alumina, packing materials, etc)
Deodorizing agent & services;
Technical services (engineering, filling/refilling, tank cleaning, manpower, etc)

Stock

2017-09-28 10:19 | Report Abuse

Sensitivity Analysis for Oil Price Impact to Hibiscus
Author: Lau333 | Publish date: Wed, 27 Sep 2017, 06:44 PM
Any increase in oil price will go straight to the bottomline after deducting for tax and royalty. Details on royalty/tax comparison on Anasuria/North Sabah can be found here.
Every $1 up in oil price:
Anasuria -> $1.00 - 30% Tax rate = $0.60 to P&L
North Sabah -> ($1.00 - 10% Royalty) x 30/100 Profit Sharing x (1-38% tax rate) = $0.167 to P&L
Production runrate as follow:
Anasuria = 3.5kbpd
North Sabah = 8kbpd (assuming normal decay rate and no investment due to pending sales from North Borneo's sales factsheet of 9kbpd)
Hence, for every $5 increase in oil price, (Note that the Brent crude oil has increased from around $50 to $58 per barrel)
Anasuria = $5 per barrel x 3.5kbpd x 365 x $0.60 profit/bbl x 4.2 USD/MYR = RM16.1m
North Sabah = $5 per barrel x 8kbpd x 365 x $0.167 profit/bbl x 4.2 USD/MYR = RM10.2m
Therefore, total increase = RM28.3m
Being a small scale operator, Hibiscus is dependent on outside service provider (Petrofac, as in Anasuria), which is likely to increase service charges in tandem with oil price increase.
Assuming net realisable per dollar of oil increase is 80%,
Net impact to P&L = 80% x RM28.3m = RM22.6m or 1.5 sen per share.
Conservatively assigning a PE 10, impact to Hibiscus's share price increase per US$5 dollar oil price increase = RM0.015 x 10 = RM0.15.
Disclaimer: This is a simplified sensitivity analysis intended as a guidance for investor to value the share price of Hibiscus. For educational purpose only and is not a recommendation to buy or sell.
from:https://klse.i3investor.com/blogs/hibiscus_part1/133706.jsp

Stock

2017-08-03 17:31 | Report Abuse

Current year prospects
Based on the global demand for the LED products, the Board of Directors anticipates results for the
remaining quarters to remain profitable.

Stock

2013-07-10 19:36 | Report Abuse

去除债务,还有近200万现金,给它2年,我相伩就有1000万现金,公司财务稳定.放心进场吧.

Stock

2013-07-10 17:15 | Report Abuse

重新看ScGm公司的走势---
1)公司算是大方的,把约净利50%充做股息派发,股数80000x股息0.05=400万,2013年4月共赚795万。
2)随着净利提升,公司股息有望增加,稳稳收息并享资本增值的机会,幸福未来已看到。
3)公司业务性质,我看作和daibochi,tomypak 大同小异,只是产品种类与原料不同,daibochi,tomypak 走的是软性塑料包装,而ScGm是硬质塑料包装,主要用于食品包装,此行业抗跌,回头生意,经济好坏影响小,算是长青的行业。
4)原材料价格上下,员工工资为主要成本,一般上影响不大,从公司过去几年都维持净利,即可看出。
5)三兄弟刚封拿督,并是一些社团的领袖,总要有些颜面,公司股价低迷多年,可是也不能差别人太多嘛!近来股价上升就是铁证,我相信往后公司的股价大有作为,信心支持,强力买进,甜美的果实等你品尝,目标价1.60 ,个人推算,买卖自负。

Stock

2013-07-09 21:30 | Report Abuse

更正股息为免税--0.05 ,1,02元 ,dy=4.9% ,很棒.价位具上升潜力

Stock

2013-07-09 17:21 | Report Abuse

2013年3月全年赚1261万,eps=30 ,nta=1,58 ,per=3倍

Stock

2013-07-09 17:00 | Report Abuse

mesb 7234--0.92 进入。

Stock

2013-07-08 17:00 | Report Abuse

1,00 有超强支持力,逢下进场,等待春天。

Stock

2013-07-06 02:48 | Report Abuse

9月公布首季业积想伩超过2百万的净利,随原材料价下跌,净利升,开拓更多国内外市场,美元回升等,加上古来综合广场,城市洒店的收入。看见幸福的未来,净利会增長。

Stock

2013-07-05 01:52 | Report Abuse

5年的等待,不会是空穴来风的,敢敢进,安心赚,黑马即將开跑,三兄弟喜封拿督,新官上任三把火,是为股东创造回報了,把握这轮股价上升的机会,快上马吧.伩心支持,哈哈到最后.

Stock

2013-07-04 02:11 | Report Abuse

过去5年股价都没增長,今次在6月中开始上升,我想信不可能这样快结束上升的走势,试想一想5年有赚钱,公司股价没增值到,是不合理的,该是管理层己意识到为股东創造资本增值的重要性,以吸引投资者进入。或是公司有企业消息等

Stock

2013-07-03 10:42 | Report Abuse

今年2月三兄弟共封拿督,实至名归, 三兄弟齐心打造的-scgm,业务上轨道后将继续成長,近期股价浮出台面,将更引人注意,一步步走向高峰,我給scgm的终站为--5年前ipo (0.80) 的一番,目標价为--1,60 ,本益比为16,1倍 ,任何回跌视为買进机会,伩心支持,只供参考,買賣自负.

Stock

2013-07-03 03:03 | Report Abuse

scgm公司2008年上市,至今每年都赚钱,ipo=0.80 , 但其股价都底过0.80的发售价,此股平时交易淡静,但在今年6月中开始上升,从0.70至今1,15 .个人看法是全年净利增至795万,并把过去几年净利反应在股价上,公司有净利,沒理由股价不起的,我想伩接下来会稳中向上.并取决于公可未来的净利.有福有财大家发,哈哈.不願去想太多關於未來的事,因為未來是由現在所產生出來的。如果我們能夠照顧現在,那麼我們就是照顧了未來。未來不會無端地來,它將會從這個片刻產生出來,下一個片刻將會從這個片刻產生出來。如果這個片刻很美、很寧靜、很快樂,那麼下一個片刻一定會更美、更寧靜、更快樂。scgm listed company in 2008, has every year to make money, ipo = 0.80, but its shares have been the end of the offer price 0.80, the share transactions usually quiet, but began to rise in mid-June this year, far from the 0.70 1,15. personal view is that annual net profit to $ 7.95 million, and the net reaction in the stock price over the past few years, the company has net income, no reason can not afford the price, I think Xin's next steady upward. and depend on the future of the public may net. blessed with wealth we made​​, haha. want to think too much about the matter in the future, because the future is now arising out of. If we can take care of now, then we are to take care of the future. The future will not come for no reason, it will be generated from this moment, the next moment will be generated from this moment. If this moment is beautiful, very quiet, very happy, then the next moment will be more beautiful, more peaceful and happier.

Stock

2013-07-02 09:58 | Report Abuse

是本地壓空成形塑膠包裝與印模壓制制造領域的領導者,旗下共備有超過5000種生產塑料用品的模板,產品主要供應食品生產、電子、玩具及文具等領域。8, 李順成塑膠工業(Lee Soon Seng Plastic Industries)控股公司。
創立迄今約23年,業務早已穩上軌道,掛牌馬股市是一分肯定,錦上添花的榮譽。9, 立足馬新市場多年后,SCGM沒有裹足不前,反而馬不停蹄拓展海外業務版圖,積極開拓包括中國、歐洲和西亞等海外市場。
李福成透露,該公司10多年前已進軍新加坡市場,產品出口市場超過20國,如今業務足跡甚至遍及印度和紐西蘭,膠片出售至兩個國家。
“海外業務佔營業額約40%,新加坡是最大出口市場.10, SCGM客戶群廣泛,其中與84家顧客的關係維持超過10年以上,所以客源絕不構成任何問題。
SCGM享有一定的信譽,除了交貨期準時,產品素質良好,價格合理也是關鍵之一,所以自然客似雲來。
“我們擁有危害分析與關鍵控制點證書(HACCP),在受國際衛生單位認可的標準下生產,產品具備一定的水準與品質. Local pressure molding of plastic packaging and Die-cast manufacturing leader, with more than 5000 kinds of its total production of plastic goods template products are mainly supplied food production, electronics, toys and stationery and other fields. 8, Lishun Cheng Plastics Industry (Lee Soon Seng Plastic Industries) holding company.
Was founded about 23 years so far, the business has already stabilized on track, the stock market is a listing of the horse certainly icing on the cake of honor. 9, based on the new markets after years of horse, SCGM did not hesitate, but nonstop territory to expand overseas business, and actively explore including China, Europe and West Asia and other overseas markets.
Li Fucheng said the company 10 years ago to enter the Singapore market, export market more than 20 countries, is now operational footprint even throughout India and New Zealand, the film sold to the two countries.
"Overseas business accounted for approximately 40% of turnover, Singapore is the largest export market .10, SCGM extensive customer base, including relationships with 84 customers to maintain more than 10 years, so tourists will not pose any problems.
SCGM enjoys a certain reputation, in addition to delivery on time, good quality products at reasonable prices is one of the keys, so naturally patronized to.
"We have a Hazard Analysis and Critical Control Point certificate (HACCP), health units in the international recognized standards under production, the product has a certain level and quality

Stock

2013-07-02 09:16 | Report Abuse

塑料包装业将会是世界是最通用的包装材料,没有更便宜和灵活的替代品,因此Polythylene terephthalate(简称PET)包装,将会在硬质塑料包装领域上持续增长。Plastic packaging industry will be the world is the most common packaging material, there is no cheaper substitute and flexible, so Polythylene terephthalate (abbreviated PET) packaging, rigid plastic package will continue to grow on the field.

Stock

2013-07-02 03:04 | Report Abuse

Reasons to buy scgm 7247 - 1, the company is making money over the past five years and the payout (dy = 3-4%). ​​2, a subsidiary Lishun Cheng Plastics Industry (Lsspi) cattle gold award for 10 consecutive years, and the whole horse 50 business Award, which is certainly the company's competitiveness in the market, and product quality. 3, the industry's products used every day, resilience possessed repeat business, almost no impact on the economy is good or bad, raw material prices, the net can improve 4, price-bit -1,15. per = 11 times, eps = 9.94, nta = 0.825, year earned 7.95 million, compared with last year's progress, dividend tax -0.0375. I estimate the net profit will rise next financial year take per = 15 times the price = 1,49. 5, the number of shares the company is only 80 million shares (that is, 80,000), composed by the par value per share 0,50 a share capital of 40 million, the financial aspects are healthy .6, are beneficial risen above the catalyst, ranging from people's opportunities, investment joy and clothing, personal projection, trading conceited. 買进scgm 7247 的原因--1,公司过去5年都赚钱且派息(dy=3-4%) . 2,子公司李顺成塑胶工业(Lsspi)连续10年夺金牛奬,并是全马50大企业獎. 这肯定公司在市场上的竞争力与产品品质. 3,此行业的产品每天用到,抗跌性且具回头生意,几乎不受经济好坏影响,原材料价格下跌,净利可提升. 4,现价位-1,15 .per=11倍多 ,eps=9.94 ,nta=0.825 ,全年赚 795万 ,比去年进步了,股息除税后-0.0375 . 本人估算下财政年净利会上升.取per=15倍 ,股价=1,49 . 5,公司股数只有8千万股(也就是8万張), 由每股0,50面额组成,股本为4千万, 财务方面属健康.6,以上都是有利股价上升之催化剂,机会不等人的,投资快乐,丰衣足食,个人推算,買賣自负.

Stock

2013-07-01 10:03 | Report Abuse

老郭在公主港的trader hotel,就是东南将建hotel的对面,等3年后东南的hotel好了,到时也可来个合作嘛,你的房间住滿了,可介绍过来,我这里也一样,有钱大家赚,又或者东南的hotel出售部分股份给老郭等等,未来特区的人流量会很大的,各种设施完成后,别忘了,特区打着一个口号--the world in one city .

Stock

2013-07-01 10:01 | Report Abuse

scgm 7247 ,今天1,11进场,前途光明,ipo=0.80 ,per=11 ,eps=9.94 ,nta=0.825 ,全年赚 795万 ,比去年进步了,股息除税后-0.0375

Stock

2013-06-26 17:41 | Report Abuse

走过风雨,必有彩虹的出现,前路将是光明,晴天,充满阳光的。东南--逢跌買进,坐享其成,后市看漲。Through the wind and rain, there must be a rainbow appeared, the road will be a bright, sunny, tnlogis 8397 - every fall to buy, sit back and enjoy, the market outlook is bullish.

Stock

2013-06-23 19:13 | Report Abuse

东南--每天全马走马看花,终于在公主港買下黄金地,即将开展五星级的公寓与洒店,看好未来收益与前景,公司股价上升潜力佳.

Stock

2013-06-22 01:47 | Report Abuse

I entered the 3,20, Southeast production prop will release tremendous value effect, I even bold projections, the stock may be up to 5.00, when a market capitalization of 4.2 billion in business Hayti like to movements like before klccp, kriss (already under the city).
    The U.S. economy is less printing money is better. Need not be too worried.

Stock

2013-06-22 01:45 | Report Abuse

我进了3,20 , 东南产托将释放巨大的价值效应,我什至大胆推算,股价可能上到5,00,到时公司市值为4,2亿 , 好比之前商海提到走势像klccp,kriss(己下市).
美国 少印钱是经济有好转.不必太担心.

Stock

2013-06-19 12:33 | Report Abuse

Personal suppose, Southeast throughout the whole horse, many warehouses and land near downtown, one day, into the development of apartments, one place is hard to find in today's circumstances, will become the prime, which is the company's place to be discovered. Around warehouse ground -http://www.tiongnam.com/service/property_development/个人推想,东南在全马各处有不少近市区的倉库与地皮,有朝一日,转换成发展公寓,在今日一地难求情况下,将成黄金地,这也是公司待发掘之处.各地的倉庫地-

Stock

2013-06-19 02:30 | Report Abuse

2,52 buy in harta-wa ,harta-wa 还有23个月--29-05-2015 到期,转换价为4,14 ,估算4,14+3,00(harta-wa价位)=7,14(母股价) ,应可顺利达標.

Stock

2013-06-17 10:20 | Report Abuse

现在人注重健康,穿着nike的运动服出外活动,又舒服又有面子,就是运动服,人们会大方買的,nike运动服多是prlexus在中国的工厂代理生产,之后销售中国与海外,中国人向来爱名牌,所以nike很暢销,成绩直线上升

Stock

2013-06-14 16:55 | Report Abuse

抓住机会,加码Prlexus宝翔8966-2.16---公司股数只4000万股,估计13年7月财政年可赚进2000万,14年7月后赚2000万,就是4000万,两年即可赚4000万(与股数相同),公司这样发展下去,结果只有1.于14年9月发布红股。2.不派发红股,股价不断上升,股息提高。3.股价低估,RHB推荐目标价为3.60。我估计今年9-10月就有2.76的价位。我相信迟些时候,其它正行将介绍Prlexus,而冷眼前辈。南洋的股海宝藏。资汇有可能也会介绍,到时引发购兴,求过于供,宝贝翔飞,越飞越高。4.从历史在不断重演的角度看,Prlexus像以前的 GCB, PADINI,DAIBOCHI,TOMYPAK走势相似,公司会是-飞跃成长-红股-稳定中。个人浅见,买卖自负。

Stock

2013-06-13 20:22 | Report Abuse

prlexus 8966-- 2,19 我又进来了,之前估计9月公布之全年业积为1840万,eps=0,46 .per=5 . 股价为2,30 .由于己达標(现只是短暂回调),个人决定上调per=6 .股价为2,76较合理,近期价位直冲,己是月尾公布良好第三季业积的先兆,想伩全年业积乐观且可达標,并稍来不错的股息,此股逢跌買进,机不可失.

Stock

2013-06-13 17:47 | Report Abuse

jennylee you can support 8966 prlexus 2,12-2,19 ,tp=2,76 .per=6 .eps=0.46(all year),bye ,you can add me at fb.

Stock

2013-06-13 17:42 | Report Abuse

i buy in at 2,19 today ,tp add to 2,76 ,per=6 ,eps=0,46

Stock

2013-06-11 17:24 | Report Abuse

润坡兄分析的太棒了,正如我所要发布的,我会加入货运收入(每年7百万),则每年净利为3700万,eps=0,43 ,per=10,股价=4,30元 ,收益将维持3年. 分析后我己套利scientex 4731,再加码tnlogis--2,88 .( cview 5049之前在1元多我有推荐进,近2元我出了,各位可到那专区看看),有福有财大家发.

Stock

2013-06-09 21:03 | Report Abuse

发现机会.買进 东南通运Tnlogis 8397的原因--1,东南是我国首要的一站式物流经营者,我每天新山-新加坡来回都可见到公司的罗里,看得到,因此有信心,经济活动,都要货运,此行业具抗跌性。 2,13年3月全年赚1734万,eps=20.6 . 股息扣税后为9仙,dy=3.3%,公司资产为8亿4百万,债务为5亿5百多万,是资产的0,6倍多,属健康水平,现金有1221万,己三个季度平均赚约5百多万,随产业贡献上升,估计下个财政年(14年3月)全年赚2520万(每季赚630万),EPS=0.30 , PER=12 ,股价=3.60元。 3,公司的倉库与土地遍布柔佛、槟城、马六甲、彭亨、雪兰莪、玻璃市甚至新加坡、泰国和中国。它们的总面积超过600万平方尺,这些是多年前的估值,若今时今日重估,其价值肯定超过 nta 的3,46元。 4,若大股东名下的产託上市,将会释放公可的价值,刺激股价上升. 5,随着公司从厂房,店屋,倉库出租,到进军公寓与酒店,物流与产业的收益比例为75%对25%,今后有望提高至50%对50%,收入也更稳定,公司产业发展具成長空间. 6,公司股数只有8千4百多万股(也就是8万4千1百張), 由每股一元面额组成,公司维持盁利的话, 股价上升会很快. 7,东南名为 pinetree.是个在 harbour puteri 发展 5-star 的 hotel and apartments,这高級公寓有260个单位,现只存不到70个单位,负責销售的人告诉我,買家有本地人,新加坡,日本,韓国,中国人等,地点在hello kitty 附近,会建关卡(ciq),到singapore只须30多分钟,现己有渡轮往来印尼的BATAM岛. 8,特区内的产业公司股价己跑许多了,东南在1月10日写下2,80元后,排徊在2,50元上下近5个月,上升动力已成形,老板也是讲要买他股票,会起.(这是股友告诉我的,只供参考). 9,大选己过,政冶风险解除,物流与产业(特区)的前景很好. 10以上都是有利股价上升之催化剂,机会不等人的,投资快乐,丰衣足食,个人推算,買賣自负.

Stock

2013-05-30 11:47 | Report Abuse

我常带小孩往legoland,特区内的产业公可股价己跑许多了,东南在2,50好几个月了,配合业积公布,这轮相伩重新挑战2,80 ,之后开往3,00

Stock

2013-05-30 10:50 | Report Abuse

2.69机会进入1.东南名为 pinetree.是个在 harbour puteri 发展 5-star 的 hotel and apartments,这高級公寓有260个单位,现只存不到70个单位,负責销售的人告诉我,買家有本地人,新加坡,日本,韓国,中国人等,地点在hello kitty 附近,会建关卡(ciq),到singapore只须30多分钟,2.至13年3月全年赚1734万,eps=20.6 . 股息扣税后为9仙,dy=3.3%.若拿per=16倍算,股价约3.29元 .nta为3.46 3.相伩下一个业积(首季)会標青,产业贡献提高,个人推算,自负.

Stock

2013-05-29 16:40 | Report Abuse

大家有福有财一起发. 改编自kydarun 兄的精选---買进prlexus 8966 的原因--公司需要有以下的条件之一:
1. 未来盈利开番的确定性非常高,而且盈利开番快。
2. 营收和净利没有下降,可是股价因为某些事件而大幅下降。
3. 股价不能长期被低估。一般上催化延续性涨势的因素是盈利成长迅速.
4.过去4年每年都有盁利. 09年26万, 10年340万,11年523万, 12年940万, 最新6个月己取得830万.
6.公司股数只有4千万股(也就是4万張), 由每股一元面额组成,30大股东持約60,09%的股票,市面上流动的票少于1万8千張.
公司维持盁利的话, 股价上升会很快,
7. 股价不能起跑太过多。 PRLEXUS 8966---公司是国内一等一的成衣生产商。去年盈利940万,估计今年可以开番,主要是因为美元走强。公司的营业贡献主要是美国。看好公司的营业额继续增长。
8.大选己过,政冶风险解除,出口成衣的前景很好. 估计全年eps为46仙, 现pe=3,7倍交易, 一级棒的低本益比. 股价己被低估.
9.中国的业务,开始在2010年尾为公司带来盈利,可以预计公司的营业额和盈利只会继续往上爬。
10. 公司的未来挑战主要是最低薪金制,对赚幅有一定打击。公司管理佳,美元回升,出口增長,原材料价格下降等利好,会抵消薪金的上漲,6月尾的第三季业积有答案.
11.个人估计13年7月的全年所赚达1840万,EPS=0.46 ,目前PE是3.7,如果说成衣业的合理PE是5的话,那么股价 = RM2.30。还没算上未来的营业额成长。
12. 此股具有回头生意,抗跌性,股息將会提高,低本益比(近pe=3,7),成長佳,实为首选成衣股.个人认为这家公司是成衣业里面更好的投资选择。以上都是有利股价上升之催化剂,

机会不等人的,投资快乐,丰衣足食,个人推算,買賣自负.

Stock

2013-05-28 18:48 | Report Abuse

1.61进场,tg=2.00 ,红牛整装待发,6月底前肯定来到.

Stock

2013-05-21 14:02 | Report Abuse

1.46 buy in ,tg=2,13 ,5月份可留意的高息股 - LIIHEN


LIIHEN(利兴工业,7089,主板消费产品股)

股价
目前股价:RM1.15
52周最高:RM1.45 (11/1/2013)
52周最低:RM0.71 (19/6/2012)

公司简介
LIIHEN为一家总部设在麻坡的控股公司,其主要业务是家具制造,属于一家综合性木制家具制造商,也是我国家私制造业的佼佼者。

其产品包括卧室家具、婴儿床、沙发、餐座椅、折叠柜和旋转凳等;为有效控制生产过程以及增强产品质量管理,集团也涉及木材加工业务而不限于家具制造和成品包装。

集团产品出口全球逾50个国家,包括欧洲、非洲、亚洲、澳洲和大马,以及贡献最大的美国市场。

派息记录
LIIHEN是一只高息股,一直以来公司派息的多寡,都与其业绩成正比。在过去3年,LIIHEN都拿出最少30%的净利来派息。

看看过去3年的派息纪录:

年份   每股净利  每股总派息
2010年  29.28仙  10.00仙
2011年  18.57仙   6.50仙
2012年  35.71仙  12.00仙

LIIHEN的2012年全年业绩(截至2012年12月31日)每股净利为35.51仙,比2011年的18.57仙几乎倍增。

LIIHEN已在末季建议派3仙终期股息,不过截至目前为止仍然未做出宣布,相信该公司将会在5月份公布除权日。

关注的原因
LIIHEN已在末季建议派3仙终期股息,不过截至目前为止还未做出宣布,相信该公司将会在5月份才公布股息除权日。

另一点值得留意的是,5月份也是LIIHEN公布2013年首季业绩的月份,公司通常也会在这个月份建议或甚至宣布派第一次中期股息。

如果以上的预测准确,那LIIHEN将会在5月份派两次股息,分别是2012年终期股息和2013年第一次中期股息。

目前已知的2012年终期股息为3仙,那2013年第一次中期股息又会有多少?

由于无法预测2013年首季的业绩是好是坏,但如参考过去3年的派息纪录,相信最少也会有1.5仙。

如此一来,LIIHEN总共会在5月份派出4.5仙股息,以目前的股价RM1.15计算,将提供近4%的潜在回酬。

注:以上投资分析,纯属本人个人意见和观点,任何人因看此文章而造成任何投资损失,本人恕不负责。
转贴自http://bblifediary.blogspot.com/2013/05/5-liihen.html

Stock

2013-05-18 02:08 | Report Abuse

1.19 牛气冲天,之前推算的1.50元很快就可达到了,上调目標价至2元,pe=4 .看到幸福的未来,買賣自负.

Stock

2013-05-17 11:27 | Report Abuse

走向光明,買入BCB 6602原因-1,从乡镇走入大城市,中低擋屋业转向高擋,并取得好成绩,好比LBS .2,过去5年都有盈利.3,公司股价表现欠佳,老机说由市场决定,但随着盁利提高,股价将会走高.4,要转型做大,龙城转战大城市.5,持票至3个月(8月底公布全年业积),相伩有不错之利润. 6,产业股许多已走高,0.50进场风险很低. 7,公司每股具1.7元的資产作靠山. 8,投資快乐,丰衣足食.

Stock

2013-05-16 02:00 | Report Abuse

上面不是说0.50进了,还有上升的空间,我估计0.70 ,须看5月底的第三季业积,应该会有大增長,全年估计1200万,eps=6仙 ,拿pe=12*6=0.72仙,个人推算,買賣自负.

Stock

2013-05-15 10:49 | Report Abuse

公司佳作,会推升全年业积至1000-1200万,eps=0.06 ,现只以pe=8倍多于交易.https://www.facebook.com/BCBBerhad

Stock

2013-05-15 10:18 | Report Abuse

0.50 进场,低估股,合理价0.70

Stock

2013-05-13 03:38 | Report Abuse

发现机会.買进 triplc 5622 的原因--1,过去5年每年都有盁利.08年460万,09年520万,10年113万,11年110万,12年1377万.最新9个月己取得2604万. 2,公司股数只有6千4百万股(也就是6万4千張),由每股一元面额组成,股本6千4百万,估计5月底全年可赚3200万,相等于50%的股本,非常可观,现价位0.89,市值才5696万. 3,30大股东持約79%的股票,市面上流动的票少于1万3千張,公司维持盁利的话,股价上升会很快,好比 ibhd 4251. 4,uitm的项目持续和沙阿南600arces的产业发展,相伩2年内都可取得收益,老板也在年報中说过. 5,估计全年eps为50仙,现pe=1,8倍交易,一级棒的低本益比. 股价己被低估6,公司收入大增長,来自正常的业务(建茿与产业),并非变賣资产,看好2年内可取得佳绩. 7,现在至10底(公布第一季业绩),只5个多月的时间,若在0,95内買进,1.50賣出,0.55仙的盁利,你的资本增值有55%. 8,12财政年(5月)赚1377万,若13财政年(5月)赚3200万,增副为140%股价没理由不起的. 9,大选己过,政冶风险解除,建茿与产业的前景很好. 10,以上都是有利股价上升之催化剂,之前错过了PWROOT 7237,IBHD 4251,这次要把握了,机会不等人的,投资快乐,丰衣足食,个人推算,買賣自负.

Stock

2013-05-12 02:30 | Report Abuse

持有至7月底公布第四季业积,具有很好之上升动力。1.50

Stock

2013-05-10 11:28 | Report Abuse

0.79进场 。这种型式的股我喜欢,现eps己达40仙,7月底公布第四季业积只要赚640万,全年eps可达50仙,现股价0.79只是以pe=1.6倍交易,我估计pe=3,到时合理价为1.50 .公司在沙阿南有600 acres的产业发展,预计可贡献未来的收入,现机会買入,等待春天.就像去年的pwroot 7237 .eps上升 ,之后股价上升.有前途.
http://www.triplc.com.my/index.php?page=corporate_profile&lang=eng&id=3&parent_id=18

Stock

2013-05-08 10:57 | Report Abuse

看看相同业务之公司,supergroup股价4.38(马币10.8),pe=30倍 .oldtown--2,95 ,pe=21.6倍 .pwroot--1.76 , pe=15.3倍而己. 还有很好之上升空间.http://www.sharesinv.com/zh/S10/

Stock

2013-05-01 19:04 | Report Abuse

喜欢pwroot是行业中股价最低的,现1.58 ,pe只是13.8倍 .supergroup 3.93(马币近10元) ,PE=27,7倍 .oldtown 2.55 .pe=18.8倍.(比较oldtown,supergroup)深具上升空间,立足国内,冲出海外,走入每个家廷,我相伩pwroot可成功.【力之源4大激励因素】
1)出口增长前景佳;
2)继续开拓新市场;
3)推出新产品,包括了反应不俗的“阿发”新品牌;
4)业务可大幅扩充,因为国内外市场旺盛。http://www.sharesinv.com/zh/S10/ 看看别家相同业务之公司(supergroup),股价近10元.