Brem 8761 Parker Rm2.75 overweight, then do not enter until when ---
It is cold articles published in 2011-05-06, worth seeing -
Share Jinji: 3000 ringgit can buy a lot of land?

The answer is: 4.70 acres.

Do you think incredible? Please turn Parker (Brem) 2010 ANNUAL Report Section 97, it can prove to be the matter.

Each one listed company's annual report, has an "industrial table", usually in the last few pages of the annual report with the list of shareholders adjacent. Parker is no exception.

According to Parker's annual report 2010, the segment in the company's accounts, only the value of 3,000 ringgit land, located in Jalan Klang Wu Gila, permanent land ownership, land for development, is to buy in 1994, is still vacant.

Purchase cheap incredible

Even 17 years ago in 1994, to 3,000 ringgit can buy 4.70 acres of land, only of 638 ringgit per acre is an incredible thing.

There are even more incredible is that the company in 1994 to 7,000 ringgit, or 572 ringgit per acre, to buy another piece of 12.23 acres of land located in the Klang permanent right to increase Po, the report said that the segment of land "in development . "

Brem 8761 柏年 Rm2.75 加码,此时不进待何时---
这是冷眼 发表于 2011-05-06 的文章，值得看--
分享锦集:3000令吉可买多少地？

答案是：4.70英亩。

你认为难以置信？请翻开柏年（Brem）2010年常年报告书第97页，就可以证明确有此事。

每一家上市公司的年报，都有一份“产业表”，通常是在年报的最后数页，与股东名单毗邻。柏年也不例外。

根据柏年的2010年报，该段在该公司的账目中，只价值3000令吉的土地，坐落在巴生武吉拉惹，属于永久地契，作发展用途土地，是在1994年买进，目前仍是空置。

低价购地不可思议

即使是在17年前的1994年，能以3000令吉买到4.70英亩的地皮，每亩只化638令吉，也是一件不可思议的事。

还有更不可思议的是，该公司在1994年，以7000令吉，或是每亩572令吉，买到位于巴生加埔的另一段12.23英亩的永久权土地，年报说该段土地“在发展中”。

第三段“廉价”土地也是在加埔，也是在1994年买进，面积109.71英亩，永久权土地，只化了20万令吉，每英亩也不过1823令吉，以每方尺4.2仙买到发展用途土地（Development land），而且面积如此之大，也实在令人难以想像。

由于当局规定上市产业公司，凡是用来建屋出售的土地，都不能重估价值以入账，相信这是该公司的上述土地，在该公司的账目中，保持17年前买进时的价值的原因。

以上是柏年现有地库的一部分。

建筑股重产业发展

柏年虽属建筑股，但侧重产业发展，在吉打、八打灵、巴生的加埔和武吉拉惹，以及吉隆坡峇都区的泗岩沫拥有许多地皮，目前的发展活动集中在泗岩沫，412个单位的共管式公寓胡姬园（Villa Orkid）在热卖中。

根据年报，该公司在峇都区拥有9段土地，共30.50英亩，是在1995与2005年买进，在账目中每平方尺价值仅17.49令吉。

另一家上市公司吴万发的地皮也是坐落在泗岩沫，该公司在2007年脱售15.8英亩土地给另一家上市公司FCW，每方尺售价为126令吉。柏年的地皮，每方尺17.49令吉，价值肯定被低估。

柏年最近以近7000万令吉，买进吉隆坡淡江的33.28英亩发展地，又以4800万令吉买进八打灵的7.577英亩厂地供商业发展用途，这两段地皮共耗资1亿1800万令吉，几乎等于该公司的实收资本，该公司说，此举是“欲以合理价格收购地皮以补充地库”。

地皮涨幅快过房价

我举柏年为例，是要藉以说明一个事实：大部分上市公司，尤其是产业股和侧重产业发展的建筑股，所拥有的地皮，价值都被低估。

尤其是在过去两年中，产业大涨，地皮价值涨幅比房屋更迅猛。

上市公司所拥有的地产，价值已不知翻了多少番，如果以市价重新估值上市公司所拥有的地产的话，每股净有形资产必须大增。

地库价值没反映

许多上市公司，尤其是第二、三线产业股目前的股价，根本没有反映他们的地库的价值。

以目前一些产业股的市价总值（Market capitalisation），根本不可能建立他们现有的地库。

一些拥有宝贵地皮，却深藏不露的公司，由于交投淡静，他们的股票不受投资者青睐，股价落后大势，为严肃投资者提供了以合理价格买进价值被低估股只的良机。

怎样挖掘产业股价值？

第一步，请先记住以下的几个数学，每公顷（ha）等于2.4711英亩（acre）；每英亩等于43560方尺（s.f.）；每平米（sq.m.）等于10.7309方尺（s.f.）。

上市公司年报中的“产业表”有时以公顷，有时以英亩，有时以平米，有时又以方尺计算土地面积，你必须懂得公制与英制的换算，才能算出每方尺的价值。

第二步，找出有关地区的土地市价，跟年报中的账面价值比较，就可找出有关上市公司的土地价值是否被低估。

购买土地价值被低估的股票，等于廉价买地皮，没有买地皮繁琐手续的烦恼，容易兑为现金。

股价上升后又可以卖掉一部分，以削低剩余股票的成本，投资额可大可小，散户亦可参与投资地产，岂不胜过直接买地皮？

个人浅见与感想---
1）两位大师，冷眼与慧眼都看到机会，你看到了吗？
2）现价位RM2.75，可安心买进与持有，支持股价上升的因素有a)可能发红股。b)股本10%回购计划。
c)资产价值被低估，现价位估值诱人，合理价RM4.00-RM5.00。d)增加股息派发
3）8月低公布的Q1业绩，只要赚1千出万，那和13年Q1相比，就有100%的增值。
4）间接投资KL，巴生谷的低估价值地皮，你明白后，你将买得开心，睡得安心，先人种树（买进良地）
后人乘凉（坐享其成）。
5）出售Bertam股份，净利1994万，将增加 EPS 11.5仙，这会反应在Q2的业绩上,
个人估计每季有eps=5sen,全年会有eps=31.5sen,取pe=13倍算,合理价为Rm4.09
6)善用手中的资金,使资本增值最大化.
7)用今天的钱買入3至20年前的地皮价值(531acres),现价位rm2.75进场,风险等于零.
这是我最有伩心的一只股,做梦都会笑,哈哈
8)个人推算与整理，进出自负。

0.96 buy in more this morning$

★ successful diversified business, grow fast food business Kyros Kebab robust.
★ success in the retail industry, the creation of a super market - Pasar Raya Jaya Gading

I believe that, CAB short-term goal is to RM1.00, the long-term goal is to RM1.30, the current price is still attractive RM0.895 level, however, as an investor you have to consider all the risks themselves.
Article taken from -
http://bursa-sharing.blogspot.com/2014/07/cab.html

If these two institutions to invest into stocks CAB, shareholders background CAB institutions will strengthen the long-term development of the company are very helpful.

I also ascertain the price into shares not yet finalized, it is likely to be set at RM1.10 level.
In addition to this latest development, the end of the Muslim fasting month will certainly contribute no small profit for CAB agency.
CAB institutional food, chicken and fast food restaurants are in this month turnover rose expected profit will be reflected at the end of the earnings.

CAB institutions will increase earnings per share, even if the PE ratio is maintained at the same level, its shares also have the opportunity to break RM1.00.

NAV CAB agency is RM1.10, these factors can tell us that it is an undervalued stock.
CAB agencies other appealing factors include:
★ population growth, the demand for animal protein, especially in chicken demand then increase, CAB institutions benefit from.
★ second quarter because several festivals, especially in Ramadan, CAB's performance will be significantly increased.
★ CAB's processed food exports to different countries, including the United States, Europe, the Middle East, India, China, Indonesia, Philippines, Brunei and Singapore and other countries, and therefore not subject to the regional impact of the economic downturn.

Ami Malaysia stock market share (Cab agency 7174) -
Friday, July 25, 2014

Singapore and American partners or into shares of CAB stock undervalued companies or outbreaks of food
The company is specialized in poultry food and fast food industry CAB bodies (CAB 7174), the stock CAB agency has been underestimated in the past, as of July 25 at noon closing hang RM0.895, PE ratio is only 6.86 times.
I decided to focus on stock items, because the discovery of new catalytic factor, the stock has a chance to challenge new highs, and may exceed RM1.00 psychological resistance line in the short term.

CAB agency founder Cai Asian flavor, but the company has to Cai Cai Yunpeng leading Asian flavor son, took over after Cai Yunpeng ambitious, it is necessary to carry forward his father's company.

Sources "shares the message" contact noted 蔡云鹏 working with strategic partners from Singapore to discuss the latter intends to stake CAB institutions, the way shares are likely to be based on a private placement of equity method.
Another international feed manufacturers CARGILL also interested into shares of CAB agencies, CARGILL is a company from the United States, Southeast Asia's largest animal feed suppliers.

马来西亜股市分享（Cab 机构 7174)--
Friday, July 25, 2014

新加坡美国伙伴或进股 CAB低估食品公司股价或爆发
这家公司就是专门经营家禽食品及快餐业的CAB机构(CAB 7174)，CAB机构的股价在过去一直被低估，截至七月廿五日中午闭市挂RM0.895，本益比只有6.86倍。
笔者决定重点介绍该股项，因为发现新的催化因素，该股有机会挑战新的高点，并可能在短期内突破RM1.00的心理阻力线。

CAB机构的创办人是蔡亚味，不过公司已交给蔡亚味的儿子蔡云鹏领导，蔡云鹏接手之後雄心万丈，要把父亲的公司发扬光大。

《股票消息》接触到的消息人士指出，蔡云鹏正和来自新加坡的策略伙伴洽谈，後者有意入股CAB机构，入股的方式很可能是以私下配售股权方式进行。
另一名国际饲料制造商CARGILL也有意进股CAB机构，CARGILL是来自美国的公司，是东南亚最大的动物饲料供应商。

若这两名机构投资进股CAB机构，CAB机构的股东背景将加强，对该公司的长远发展有很大助益。

笔者也探悉，进股的价格尚未拍板，很可能定在RM1.10的水平。
除了这项最新的发展，即将结束的回教徒斋戒月肯定会为CAB机构贡献不小盈利。
CAB机构的食品，肉鸡及快餐店的营业额都会在这个月份大涨，预料盈利将反映在年底的财报。

CAB机构每股盈利将会提高，即使本益比维持在相同的水平，其股价也有机会冲破RM1.00。

CAB机构的每股净值是RM1.10，这几个因素就可以告诉我们它是一只被低估的股票。
CAB机构其它吸引人的因素包括：
★人口增长，对动物蛋白的需求，特别是鸡肉需求遂年提高，CAB机构将从中受惠。
★第二季因为多个节日，特别是斋戒月，CAB的业绩将明显增长。
★CAB的加工食品，出口至不同的国家，包括美国，欧洲，中东，印度，中国，印尼，菲律宾，汶莱及新加坡等国，因此不受区域性经济不景气影响。
★成功多元化业务，快餐业务Kyros Kebab的成长稳健。
★成功进军零售业，开设超级市场- Pasar Raya Jaya Gading

笔者认为，CAB短期目标是RM1.00，长期目标则是RM1.30，目前的价位RM0.895仍是吸引人的水平，不过，作为一名投资者你必须自行考量所有风险。
文章取自于--
http://bursa-sharing.blogspot.com/2014/07/cab.html

江湖救济，有谁看了这期的资滙busy weekly,有介绍cab 机构7174,大概说了什么?我找了 6间 7-11都没了,谢谢了
Quack remedies, anyone reading this issue of Online busy weekly, has introduced cab institutions 7174, probably said what? I found a 6 7-11 gone, thank you

Next week have chance to rm 1.00

0.94 buy in

1.42 buy in more morning

teoseng 31-03-2014 influx into the first quarter results of ---
Seen from the figure, an increase of nearly a cash 10,000,000 to 45,530,000 (30-12-2013 to 35.65 million),
The debt only increased from 1,330,000 to 76,150,000 (30-1202014 for 74820000)
Management has been seen in the heart, and everything to improve, the net cash just in time towards it.

Chart seen from B1 2014 years of business records is 87.04 million, 2013 was 79,080,000
Increased only slightly, but net profit increase in 2013 was 5.55 million, 2014 was 13,550,000,
Because eggs better price plus lower feed costs.

From the chart to see business records 31-03-2014 B2 is 87040000,
Business records 31-12-2013 was 89.15 million, down nearly 2 million, but net profit increase
31-12-2013 is 7.4 million, 31-03-2014 is 13550000,
Because eggs better price plus lower feed costs. Main raw material of corn and soybeans fell,
Good profit to the company, the company for many years in the professional denier chicken industry, as long as no outbreak of avian influenza (believe
The last inspection has been the strengthening of health of Jing.) Tidal year performance is excellent, beautiful outlook has seen.
You hold TEOSENG 7252 harvest.

teoseng 潮成的31-03-2014首季业绩浅谈---
从图中看到现金增加近1千万至4553万(30-12-2013为3565万),
而债务只增加133万至7615万(30-1202014为7482万)
己看到管理层在用心了,一切在改善中,步向净现金只是时间上而已.

从B1图表看到2014年的营业记录是8704万,2013年为7908万
只增加少许,但净利增加,2013是555万,2014是1355万,
因为鸡蛋更好的售价再加上较低的饲料成本.

从B2图表看到31-03-2014的营业记录是8704万,
31-12-2013的营业记录是8915万,减少近2百万,但净利增加,
31-12-2013是740万,31-03-2014是1355万,
因为鸡蛋更好的售价再加上较低的饲料成本.主要原料玉米与大豆下跌,
给公司很好的利润,以公司多年在旦鸡业的专业,只要不发生禽流感(相信
上次的経验己加强卫生了.)今年潮成业绩大好,美丽的前景己见到.
持有TEOSENG 7252 给你大丰收.

teoseng 7252 tide into the reasons for entering the capital Rm 1.39 ---
1) Company 2013 total net profit 23.42 million, eps = 11.7 sen, dy = 1.77% (2.5sen).

2) Q1 earned in the first quarter (10.27 million), EPS = 5.14 SEN, estimates Q2, Q3, Q4 has 4sen total of 12 SEN,
Annual EPS = 17SEN count, now RM 1.41 just in PE = 8.2 times the transaction was estimated to be slander, and
Reasonable PE = 10, the target price = RM1.70 .NTA = RM 0.71
3) The company has 35.65 million in cash, debt of 74.82 million.
4) 30 major shareholder already holds 90.73% (181,473), the market liquidity of only 18,527, the number of shares to 200,000.
TEOSENG definitely preferred share investors, the potential value of the company is good, growth is good, will be a dark horse stocks.
(24-07-2014 latest shareholding has changed Koperasi Permodalan Felda Malaysia Berhad
Only keep 5% of its original 15% do not know where to go, the open market or other buyers.)
5) eggs for human staple food, business resilience and strong, never have sales problems.
6) Teoseng sale in Johor Bahru supermarket chicken low denier denier .10 steroid tablets containing vitamin E. price rm4.50,
Produced nearly Yongping area, selling other brands Regular rm3.50, prices stronger than other stores, saw net profit up.
Personal finishing with projections into the Chu conceited.

teoseng 7252 潮成资本 Rm 1.39 进场的原因---
1)公司2013年共净利2342万,eps=11.7 sen ,dy=1.77%(2.5sen).

2)Q1首季赚了(1027万),EPS=5.14 SEN ,估算Q2,Q3,Q4都有4sen共12 SEN,
全年EPS=17SEN算,现RM 1.41 只是在PE=8.2 倍交易,明显被诋估了,
合理的PE=10 ,目标价=RM1.70 .NTA=RM 0.71
3)公司现金有3565万,债务为7482万.
4)30大股东已持有90.73%（181473张），市场流通量只有18527张,总股数为200000張.
TEOSENG 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。
(最新24-07-2014的持股有改变Koperasi Permodalan Felda Malaysia Berhad
只存5%,其原有15%不知道去向何处,公开市场或其他買主.)
5)鸡蛋为人类主要食品,业务抗跌性强,永远不会有销售问题.
6)Teoseng 于新山超市出售的鸡旦.10粒裝低旦固醇与含维他命E.售价rm4.50,
产自近永平区,其他品牌普通装賣rm3.50,价格比别家强,看到净利了.
个人整理与推算,进岀自负.
最新公司的基本资料与网站--

http://www.malaysiastock.biz/Cor ... p;securityCode=7252

食品消费股下来很好,tp=1.75

7252 teoseng 潮成资本 Rm 1.39 进场,丰衣足食.

2.69 chance to buy in.

The new HS Lee holding 300 million ringgit zero 6,000,000 in cash, or equivalent to 27 cents per share, a ringgit, the group over the past five years at least annually dividend 8 cents (60% payout ratio), equivalent to 3.5% Yield. 2014 fiscal year (March checkout) the payment of 19 cents dividend, equivalent to 83% payout ratio.
Volkswagen Research, said the new HS Lee for many years kept a low profile and did not know the investing public, the current price 4 ringgit 26 cents discount 45% than its reasonable price (revalued net asset value). But the bank did not give any rating.
As to investment risks, including the stock low stock liquidity, capital of the Company a total of 200 million shares of 4210, only about 26% of the free flow of stock, 3 month average trading volume of only 15 million shares, and the management when it releases its asset value is unknown while analysts and management can not be met in order to obtain guidance.
Under the news led analysts sing, Lee's new shares to rise today, rose 38 cents to 2 ringgit 70 cents at the close, as the third largest audience share gains. (Sin Chew Daily / Finance ‧ reported: Li Yongjian

This article was published in 2014-07-22, worth watching ---

1) Lee's new valuation is expected to double (both belong to the state in selangor about brem 531acres of land also have similarities, as long as the investment bank's introduction, the stock like flying. Worth seriously underestimated)

(Kuala Lumpur, 22 News) New HS Lee (SHL, 6017, the motherboard industry group) of the carrying value of the assets is low, analysts believe the company's asset value of at least one billion ringgit or 4 ringgit 26 cents per share, once owned golf course changed for industrial development plan, its valuation is expected to double.

Sungai Long lots or re-development
Volkswagen studies have indicated that the new HS Lee to develop Sungai Longzhen and 著称, the company has about 433 acres of low-cost land bank in Kuala Lumpur suburb, one of the most interesting section of the golf course is 160 acres in Sungai Longzhen each book value of only 18 feet ringgit, the management has hinted that one day may re-development of the lot. Price per cubic feet 130 ringgit calculated based on the value of the lot, at least 900 million ringgit.
Due to the limited membership of the golf course, the company is more likely to re-development plans in the future.
"We believe the company's land bank and industrial value of at least one billion ringgit (RM 26 or 4 cents per share), potentially doubling to 20 billion ringgit (If you expand the re-development plan), compared to its current market value of only 500 million 6 1000 one million ringgit. "

At the same time, he said, the South fats have a healthy balance sheet, and steady earnings growth.

"The company's earnings over the past three years, steady growth, mainly because of the contribution of growing business improved, while the performance of oleochemicals business steady addition to a healthy balance sheet and operating cash flow, the company holding 100 million 48 million ringgit in cash and zero debt the company in the past three years, net operating cash flow ranged from 30 million to 80 million ringgit. "

However, the company did not develop dividend policy and dividend payout rate is not attractive in the past five years for about 2% of the weekly interest rate.

Three potential risks

In addition, the analysts also warned that the potential risks faced by investment stock, comprising: a first, low liquidity, only about 15 percent of the company's stock in market liquidity; Second, the company or takes a long time to release the value of the assets, because management may have other calculations; Third, it is difficult to obtain the company's management guidance, analysts prior written analysis report tried to contact the management to arrange a meeting, but without success.

Public Bank analysts wrote in a report today in Kota Kemuning describe an area of ​​approximately 664.49 acres of land south of the library for the hidden fat diamond. The analyst added that the value of the land bank of about 500 million 62 million ringgit, or even greater than the South Oil is now about 400 million market capitalization of 20 million ringgit.

"South Oil currently 400 million market value of 20 million ringgit reflects only the company's diversified business, namely planting, oleochemicals, healthcare, warehousing and transportation. Investors ignoring the company Shaenange playing Kemuning piece of gold basement. area of the basement of about 664.49 acres, worth about $ 500 million 62 million ringgit. "

He said that at present the land is planted oil palm, however, it is understood, the management of the company will convert the block of land as industrial development, to release its value. Estimated total value of the development potential of the block of land not less than 30-4000000000 ringgit.

He pointed out that, according to the Canadian total valuation (SOP valuation) calculation, the South Oil seriously undervalued, because the company's value is at least 1 billion ringgit, or 7.77 ringgit per share equivalent, compared to yesterday's closing stock price of only 3.07 ringgi

Good by sab 5134 and shl 6017 asset revaluation think brem8761 prospects -
This article was published in 2014-01-22, worth watching ---

Does not reflect the market value of the land south of grease serious gold is undervalued (both belong to the state in selangor about brem 531acres of land also have similarities, as long as the investment bank's introduction, the stock like flying. Worth seriously underestimated)

(Kuala Lumpur, 22 News) Analysts believe the South grease (SAB, 5134, the board of industrial shares) shares seriously undervalued, saying the company should be a reasonable price is 7.77 ringgit, because the market value of the company is not yet reflected in its Kota brother Twining (Kota Kemuning) a market value of about 500 million 62 million ringgit land.

This news prompted the South grease today sought after by investors, driving the stock price surge 3.65 ringgit a day after hitting its highest level, from 58 cents, or 18.89 percent. Finally, the stock to 3.48 ringgit hung close throughout the day up 41 cents, or 13.36%, is the fourth largest increase in audience share. A total of 613,400 shares a day shares changing hands, above yesterday's 2.2 million zero 700 shares.

由 sab 5134 和 shl 6017 资产重估想到 brem8761的前景好--
这是 发表于 2014-01-22 的文章，值得看---

市值未反映黄金地皮　南方油脂严重被低估 (同属在selangor州有约 531acres土地的 brem也有相似之处,只要有投行的介绍,股价一样飞天.价值严重低估)

（吉隆坡22日讯）分析员认为南方油脂（SAB，5134，主板工业股）股价严重被低估，並称该公司的合理价应该是7.77令吉，因为该公司的市值仍未反映旗下位于哥打哥文寧（Kota Kemuning）一块市价约5亿6200万令吉的地皮。

此消息促使南方油脂在今天受到投资者的追捧，带动股价激增，盘中触及3.65令吉全天最高水平，起58仙或18.89%。最后，该股以3.48令吉掛收，全天涨41仙或13.36%，是全场第4大上升股。该股全天共有61万3400股易手，高于昨天的220万零700股。

大眾银行分析员在今天撰写的一份报告中，形容哥打哥文寧一块面积约664.49英亩的地库为南方油脂的隱藏钻石。该分析员补充说，该地库的价值约5亿6200万令吉，甚至大于南方油脂目前约4亿2000万令吉的市值。

「南方油脂目前4亿2000万令吉的市值，仅反映该公司多元的业务，即种植、油脂化学、医疗保健、仓库与运输。投资者忽视了该公司在莎阿南哥打哥文寧的一块黄金地库。该地库的面积约664.49英亩，价值约5亿6200万令吉。」

他透露，目前该地皮是种植油棕树，不过，据了解，该公司管理层將会转换该块土地作为產业发展，以释放其价值。估计该块地皮的潜在发展总值不会少过30至40亿令吉。

他指出，按加总估值（SOP valuation）计算，南方油脂严重被低估，因该公司至少值10亿令吉，或相等于每股7.77令吉，相比该股昨日的闭市价只有3.07令吉。

与此同时，他表示，南方油脂拥有健康的资產负债表，而且盈利成长持稳。

「该公司过去3年的盈利稳定成长，主要是因为种植业务的贡献改善，同时油脂化学业务的表现持稳。除了健康的资產负债表以及营运现金流，该公司手握1亿4800万令吉现金，而且零负债。该公司过去3年的净营运现金流介于3000万至8000万令吉。」

不过，该公司並没有擬定派息政策，而且派息率也不具吸引力，过去5年维持约2%的周息率。

三潜在风险

除此之外，该分析员也提醒说，投资该股所面临的潜在风险，包括：第一、偏低的流通量，该公司只有约15%的股票在市场流动；第二、该公司或需要较长的时间来释放资產价值，因为管理层或许有其他的盘算；第三、难以取得公司管理层的指引，分析员在撰写分析报告之前尝试联络管理层安排会面，不过无功而返。

这是 发表于 2014-07-22 的文章，值得看---

1）新協利估值有望倍增 （同属在selangor州有约 531acres土地的 brem也有相似之处,只要有投行的介绍,股价一样飞天.价值严重低估)

（吉隆坡22日訊）新協利（SHL,6017,主板產業組）的資產賬面值偏低，分析員認為該公司的資產至少值10億令吉或每股4令吉26仙，一旦旗下高爾夫球場改為產業發展計劃，其估值有望倍增。

雙溪龍地段或重新發展
大眾研究指出，新協利以發展雙溪龍鎮而著稱，該公司在吉隆坡市郊擁有約433英畝的低成本地庫，其中最令人感興趣的是在雙溪龍鎮的160英畝高爾夫球場地段，每方尺賬面值僅為18令吉，管理層曾暗示有朝一日可能重新發展該地段。根據市價每方尺130令吉計算，該地段至少值9億令吉。
由於該高爾夫球場的會員有限，該公司更容易在未來進行重新發展計劃。
“我們認為該公司的地庫和產業至少值10億令吉（或每股4令吉26仙），潛在倍增至20億令吉（如果展開重新發展計劃），相比其目前市值僅為5億6千100萬令吉。”
新協利手握3億零600萬令吉現金，或相等於每股1令吉27仙，該集團過去5年每年至少派息8仙（60%派息率），相等於3.5%周息率。2014財政年（3月結賬）則派發19仙股息，相等於83%派息率。
大眾研究表示，新協利多年來保持低調和未為投資大眾所認識，目前價位比其合理價（重估淨資產值）4令吉26仙折價45%。不過該行未給予任何評級。
至於該股的投資風險包括股票流通量低，公司股本共2億4210萬股，只有約26%自由流通股票，3個月平均交易量僅15萬股，而管理層何時釋放其資產價值也是未知數，同時分析員無法和管理層會面以取得指引。
在分析員唱好的消息帶動之下，新協利今日股價走高，閉市時上漲38仙至2令吉70仙，為全場第三大漲幅股。（星洲日報／財經‧報道：李勇堅

2.50 buying. haha

2.48 buy in more today

原有股东要再购回 10%(17273張)的公司股票,只因--
1)现在股票的价值物有所值.
2)走向私有化.(最好不要,因为资产并未完全反应,除非价钱合理rm4.00-rm5.00)
3)股东看到未来净利上升,趁现在股价低快快回购.
4)增加股息的发放,最终受益最大的还星原有大股东.
个人推理,进出自负
Existing shareholders to buy back again 10% (17,273) of the company's stock, because -
1) The value of the stock is now worth.
2) toward privatization. (Best not to, because the asset is not fully react, unless the price is reasonable rm4.00-rm5.00)
3) shareholders saw net profit rise in the future, to take advantage of the low price now quickly repurchases.
4) increase in dividends, and ultimately the biggest benefit is also the star of the original large shareholders.
Personal reasoning, out of conceit

rm 2.48 好稳定性的上升,势如破竹
幸福的未来己看到,不用怀疑了,有资金就进brem,
真的可以丰衣足食的,哈哈$

老板拿督邱财加--带来财富增加.
rm 2.48 increase in stability is good, like gangbusters
Happy future has seen, no doubt, have the funds went into brem,
Really clothed, ha ha $

Qiu boss Datuk fiscal plus - bring increased wealth.

Personal humble opinion and feelings ---
1) BREM sab 5134 will be the next one right? Eye masters introduce price those days, the minimum rm1.45 highest rm2.22
Now back to rm2.22. Whether another wave of instructions to re-start the rally it?
2) Everyone says now is the city of the third period, many stocks have been rising and the response value, then buying assets seriously underestimated brem opportunity.
3) Using today's money to buy land worth 3-20 years ago, the price-bit rm2.38 approach, the risk is zero.
This is my most Xin heart of a share, a dream will laugh, ha ha!
4) boss khoo chai kaa recent repurchase of company stock, the fourth-largest shareholder lembaga tabung haji clenched 4.76% for a long time,
Is the company's ironclad confidence.
5) the eye of the master's consent gold raw land claims, and therefore believe it, buy it, doing nothing, waiting is the best investment strategy.
brem will release the real value of eleven, will not always be ignored and underestimated.
6) holds brem enough 誏 you clothed successful investment.

Bold super cheap to buy land big money

Cheap property to buy good stocks daring can get rich.
A person's confidence, strength is not; millions of people of faith together is a powerful force, large enough to push the Bitcoin thousands of times.
Today, the Malaysian stock market real estate stocks, many of the strongest assets in terms of value, the most value-added potential, but the stock Ohira sell, just because the market is also a lack of confidence.
In the stock market, "foresee a lot of money, then sleep after make a little money, unwittingly make any money."
Therefore, if long-term investments such as buying cypress Holdings highly undervalued real estate prices good stocks, holding the super cheap to buy land, make the developer's share of mind to be patient, to 1.49 ringgit per share to buy real assets value per share 8.32 ringgit, good management, good profitability, financial stability, attractive dividend Parker Holdings, the problem is not make no money, but how much.

Bonus issue high probability

The company's four core businesses namely industrial development, industrial investment, construction and water supply services are all making money. In March 2014 the first two quarter of the fiscal year, the business profits as follows:
1 18.21 million ringgit industry
2 industrial investment 2.13 million ringgit
3 buildings 5,389,000 ringgit
4 Water for 9.997 million ringgit
5 Union No. 77000 ringgit

The company's first two quarter net profit of 18.81 million, net profit of 11.2 cents per share. I expected full-year net profit up 20-22 conservative cents per share, the earnings ratio 6.6 times to 7.3 times.
If the Company in accordance with the payment of 6 cents per share dividend, the dividend will be paid the rate is 4.11% The company has 1.4 billion 3.38 million ringgit high-quality assets and net lending is only 45.63 million ringgit, so financial soundness.
As the company did not reserve earnings distribution, has reached 300 million 110 thousand ringgit, the chances for future bonus issue is quite high.

monetary support faith alone, there is no value-free; involved in the sale who is gambling, not investing.
Land is different, it is one of the necessities of mankind, can be used to produce various kinds of building the plant, belonging to the investment of the strongest assets. Land can also hedge, against inflation, the value of long-term rise, especially in a great location, land located in big cities, or alarming.
Malaysia stock market real estate stocks have a lot of land left behind many years ago, has been added times. However, many second-line property stocks are seriously undervalued. Now, the author of Bo Holdings certified.

Push the stock into a profitable real estate

Parker real value of assets owned 8.32 ringgit per share, but the stock only 1.49 ringgit, that discounts of up to 82% of assets in total assets, real estate accounted for 95%, it not only would not be devalued, but also yearly appreciation potential.
Due to the steady development of the Malaysian property market, not to mention the company's best-selling industrial land mostly in place of Kuala Lumpur and the Klang Valley, plus the cost of land is very cheap, so the development of the company will be profitable industry strong growth year after year, becoming the push stock prices rise power.

This is the eye of the article published in 2013-12-30, worth watching ---
Shares sea treasures: Bo Holdings raw land gold
Shares sea treasures Financial Weekly investment ideas 2013-12-30 13:08 http://www.nanyang.com/node/589331?tid=687
Malaysia stock market real estate stocks have a lot of land left behind many years ago, has been added times. However, many second-line property stocks are seriously undervalued.
Now, the author of Bo Holdings (BREM, 8761, the board construction stocks) certification.
6854 according to the company's 100 million shares (excluding treasury shares), the sum of all the land value, the real value of the company's assets equal to 8.32 ringgit per share!
"December 2012, the first holding industrial sale Shah Alam 20 acres of industrial land, a net profit of 69 million ringgit."
"November 2013, Yishun Sri Selangor agencies buy Kenbang shore (Sri Kembangan) 14.4 英亩 commercial lots, net profit of about 100 million ringgit."
Both the news that "raw land gold" is a hard fact.
Today, the virtual currency Bitcoin global burst of red network in the world, thousands of times a few years on the rise. This non-recognition and guarantee the country's central bank,

这是慧眼 发表于 2013-12-30 的文章，值得看---
股海宝藏：柏年控股土地生黄金
股海宝藏 财经周刊 投资观点 2013-12-30 13:08 http://www.nanyang.com/node/589331?tid=687
大马股市的地产股拥有不少多年前留下的土地，现已增值多倍。但是，不少二线地产股股价却严重低估。
现在，笔者以柏年控股（BREM，8761，主板建筑股）证明之。
根据该公司1亿6854万股（不包括库存股）计算，在加总了所有土地价值后，该公司资产实值相等于每股8.32令吉！
“2012年12月，第一控股工业出售莎亚南20英亩工业地，净赚6900万令吉。”
“2013年11月，亿顺机构买雪州斯里肯邦岸（Sri Kembangan）14.4英亩商业地段，净利约1亿令吉。”
这两则新闻说明“土地生黄金”是铁一般事实。
今日，网络世界之虚拟货币比特币全球爆红，几年上上涨千倍。这种无国家央行承认与担保，单靠信心支撑的货币，其价值无中无有；参与买卖者是在赌博，不是投资。
土地就不同，它是人类必需品之一，可用以生产各类楼房工厂，属于投资性最强的资产。土地还可保值，抗通胀，其价值长期上涨，尤其是地点优越，位于大城市的地价，涨幅惊人。
大马股市的地产股拥有不少多年前留下的土地，现已增值多倍。但是，不少二线地产股股价却严重低估。现在，笔者以柏年控股证明之。

地产化为盈利推动股价

柏年控股的资产实值每股8.32令吉，但股价只有1.49令吉，即资产折扣高达82%在总资产中，地产占95%，它不但不会贬值，而且还有逐年增值潜能。
由于大马产业市场将稳健发展，何况公司地皮大部分位于产业最热卖地点的吉隆坡与巴生谷，再加上地皮成本十分廉宜，所以公司产业发展之盈利将逐年强力增长，成为推动股价上升的动力。

派送红股机率高

公司的四大核心业务即产业发展、产业投资、建筑和水供服务全都赚钱。在2014年3月财政年首二季，各业务盈利如下：
1.产业发展1821万令吉
2.产业投资213万令吉
3.建筑538万9000令吉
4.水供999万7000令吉
5.联号7万7000令吉

公司首二季净赚1881万，即每股净利11.2仙。笔者预期，全年净利保守可达每股20至22仙，则本益比6.6倍至7.3倍。
如果公司按照就派发每股6仙股息，则股息会酬率是4.11%公司拥有14亿338万令吉高素质资产，而净贷款仅4563万令吉，所以财务稳健。
至于公司未分配盈利之储备金，已高达3亿11万令吉，将来用以派送红股的机率相当高。

大胆超廉价买地赚大钱

廉价地产好股大胆买进可致富。
一人的信心，力量不大；千万人的信心加起来就是一股强大力量，大到可把比特币推高上千倍。
今日，大马股市地产股，不少在资产价值方面最强，最有增值潜能，但股价大平卖，只因为市场人士还缺乏信心。
在股市，“先知先觉赚大钱，后之后觉赚小钱，不知不觉赚不到钱。”
因此，如果长期投资买进柏年控股这类般价高度低估的地产好股，抱着以超级廉价买地皮，做发展商的心态耐心待股，以每股1.49令吉买进资产实值每股8.32令吉、管理好、盈利佳、财务稳、股息诱人的柏年控股，问题就不是赚不赚钱，而是赚多少钱。

个人浅见与感想---
1）BREM会是下一只sab 5134 吗?慧眼大师介绍那几天的价位,最低rm1.45 最高rm2.22
现在重回rm2.22.是否说明另一波的升势重新开动呢?
2)大家都说现是市第三期,许多股己上升且反应价值,此时買入资产严重被低估的brem是机会.
3)用今天的钱買入3至20年前的地皮价值,现价位rm2.38进场,风险等于零.
这是我最有伩心的一只股,做梦都会笑,哈哈!
4)老板khoo chai kaa 近期购回公司股票,第四大股东lembaga tabung haji 紧握 4.76%久久,
就是对公司的铁定信心.
5)同意慧眼大师的地皮生黄金说法,因此相信它,買入它,什么都不用做,等待是最好的投资策略.
brem将会一一释放真实的价值,不会永远被忽略与低估的.
6)持有brem足以誏你丰衣足食,投资成功.

0 risk buying rm 2.40

Boss(khoo chai kaa)buy in 30000 lot at 16_07_14 'he see a good future .

8761 Brem Parker Rm 2.32 admission reasons ---
1) 1) Technically, said the shares in 15-04-14 shares for rm2.03. Nearly three months after finishing at the close of rm2.09 7-7-14
The next day 8-7-14 began to rise closing for rm2.17, now the price is approaching the opportunity for rm2.29. Still maintain a good momentum, dips approach.
2) support a good value and is currently looking for a low-priced stocks are not off easy, Brem is where I see a value stock.
3) land has mainly mate degree value. Company 31-3-14 has 13,830,000 in the bank. Rm1.11 Billion Debt.

4) The basic factor is good, there is no negative news, it can be admitted. Future will be gobbled up.
5) Total full year, Parker reported 36.49 million ringgit net profit, earnings per share were 21.7 cents. Now the price Rm2.29 (pe = 10.5),
Clearly been underestimated, reasonable pe = 13, price = Rm2.82. And have NTA = RM2.82, dy = 2.6%
6) eye in the column mentioned Bo Holdings is one of the second-line property stocks were undervalued, stock and land value projections,
The real value of the company's assets equal to 8.32 ringgit per share. (Take 70% count has rm5.80)
7) the company bonus issue of probability is quite high, (2011 had redness shares).
8) the company's stock repurchase, the stock has a support force.
9) The company of about 700 acres of land in kl.pj.klang area, nearly 20 years of his grandfather, the shrunk, as early as the first mate of the value already,
Can be used to build houses or sell the company's assets will bring explosive growth. (I also directed from the land into gold, ha ha)
10) 30 major shareholder already holds 71.34% (120,242), the market liquidity of only 52,494, the number of shares to 172,736.
Brem is definitely preferred share investors, good potential value of the company, will be a dark horse stocks.
11) correct multiple chances to succeed -
So, all in all one, we are just civilians retail investors, through their investment preferences and study, I hope (trying) to earn good returns in the stock market,
What Masters expert not deserve, do not pigeon-holing.
No matter what decisions we make will honestly face the consequences. Investment portfolio is not the exam, can not always require one hundred points.
This is more than three years, and then we did some really stupid mistake, but also made more correct decisions, so we can not get such poor results.
Real life, always wrong and right cross occurs, each done right, is not called "successful", that is "perfect", is everyone pursuit of the realm (but unlikely to reach).
Successful investor, just need the right investment occurs wants more chances.
Taken from -http: //klse.i3investor.com/blogs/golden_years/55570.jsp
12) These are catalysts rising stock prices, individual projections and finishing out of the ego.

8761 Brem 柏年 Rm 2.32 进场的原因---
1)1)技术面说,此股在15-04-14的股价为rm2.03 .之后整理近3个月在7-7-14闭市为rm2.09
隔天8-7-14开始上升闭市为rm2.17,现在价位为rm2.29是进场机会.仍然保持良好的势头,逢低进场。
2)目前要找支价值好且价位低的股票不客易,Brem是我看到的其中一支增值股.
3)主要是地皮己大副度增值.公司于31-3-14有1383万在银行. Rm1.11亿债务.

4)其基本因素好,并无负面消息,因此可以进场.将来必可大赚.
5)合计全年，柏年净利报3649万令吉，每股盈利为21.7仙。现在价位Rm2.29 (pe=10.5),
明显被低估了,合理的pe=13,价位=Rm2.82 .并有NTA=RM2.82 ,dy=2.6%
6)慧眼在专栏中提到，柏年控股是其中一个遭低估的二线地产股，以股票和土地价值推算，
公司资产实值相等于每股8.32令吉。(取70%算都有rm5.80)
7)公司派送红股的几率相当高,(2011年有过发红股).
8)公司股票買回,股价具有支撑力.
9)公司约700亩土地于kl.pj.klang一带,近20年的阿公地,今非昔比,早己大副度增值,
可用来建筑房屋或出售,都会带来公司资产爆炸式的成长.(我也是冲着土地变黄金而来的,哈哈)
10)30大股东已持有71.34%（120242张），市场流通量只有52494张,总股数为172736張.
Brem 绝对是投资者的首选股，公司的潜在价值好，将会是一只黑马股。
11）正确机率多才能成功--
所以，总括一句，我们只是平民散户，通过本身对投资的喜好和研究，希望（努力）在股市中挣到不错的回酬，
什么大师专家，受之有愧，不必对号入座。
不论我们做什么决定，都会诚实的面对结果。投资组合不是考试，不能每次要求一百分。
这三年多来，我们确然做了一些低级错误，不过也做了更多的正确决定，所以我们才能获得如此不差的成绩。
现实生活里，错和对总是交叉发生，每次都做对，不叫“成功”，那是“完美”，是每个人追求的境界（却不大可能达到）。
成功的投资者，只需要把正确的投资机率更多发生就是了。
取自于-http://klse.i3investor.com/blogs/golden_years/55570.jsp
12)以上都是股价上升之催化剂，个人推算与整理，进出自负。

Brem is next sab .haha

Buy in 2.28 more at monday.see a bright future $

Brem asset is heavy undervalue.about rm5.00 .about 700 acre land at kl.pj.klang .the land over 20 years .can buil house and sell.good correct rm2.30 .do not miss this chance for profit.

2 28 chance to buying.

8761 Brem 柏年 Rm 2.32 进场,丰衣足食--

Buy in1.34

Seal will have good performance on next week.haha

Seal4286 Q1+Q2+Q3=3个季节赚了(6690万),EPS=31 SEN (Q4还未算入哦)
NTA=RM 1.16
现RM 1.32 只是在PE=4.25 倍交易,明显被诋估了,
合理的PE=7 ,目标价=RM2.17
估计Q4的EPS=4SEN,全年EPS=35SEN算,只是用PE=5
股价=Rm1.75 (是不是很有吸引力.),若pe=7(股价=rm2.45)
SEAL为净现金公司,有马币1.41亿(约相等每股65sen),
有投行Rhb,maybank的推荐与参与,价位更易上升.
从20/6/14开始上升,至今仍然保持良好的势头,逢低进场,
公司roe=22,很好的增长,目前要找支价值好且价位低的股票不客易,
seal是我看到的其中一支增值股.
Seal4286 Q1 + Q2 + Q3 = 3 seasons earned (66.9 million), EPS = 31 SEN (Q4 yet counted oh)
NTA = RM 1.16
RM 1.32 now only trading at PE = 4.25 times, slander obviously been overestimated,
Reasonable PE = 7, Target Price = RM2.17
Estimate of Q4 EPS = 4SEN, the annual EPS = 35SEN count, but with PE = 5
Price = Rm1.75 (is not very attractive.), If pe = 7 (price = rm2.45)
SEAL net cash company with RM 141 million (equivalent to approximately HK 65sen),
Investment bank Rhb, maybank recommendation and participation, more price rises.
From 20/6/14 began to rise, still maintain a good momentum, bargain approach,
Company roe = 22, good growth, currently looking for good value and support low-priced stocks are not off easily,
seal is where I see a value shares.

Buy in 1.31 haha

Seal realty is good local.cheras.bayan city.

Next is seal to fly.fast to collect

good price 1.27 collect more for until 2.00