Will rebond

bull will comeback

Good invest at seal.low pe .high profit .

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=18911&extra=page%3D1&page=6

Agree, hurry receipt, good continuous. Rm 1.28 overweight, I think so, net of cash, such as real estate net eleven in.
Price to rm2.00 not a problem, I receipt, the impact of rising interest rates on the seal small.

Rm1.28 buy in tomorrow

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 1.28 只是在PE=4.1 倍交易,明显被诋估了,
合理的PE=7 ,目标价=RM2.17
SEAL为净现金公司,美丽的前景己看到.
Q1 + Q2 + Q3 = 3 seasons earned (66.9 million), EPS = 31 SEN (Q4 yet counted oh)
NTA = RM 1.16
RM 1.28 now only trading at PE = 4.1 times, slander obviously been overestimated,
Reasonable PE = 7, Target Price = RM2.17
SEAL net cash companies have seen the beautiful outlook.

4286 seal Rm 1.31进场.

6）亚龙指出，他的一位日本客户，是专门做房地产投资的，他将悉尼的3栋公寓脱售后，计划到美国纽约投资房产。
韩长吉认为，美国经历了2008年金融危机后，房地产泡沫破灭，房价回归甚至在低谷运转。
“随着美国经济复苏以及就业率的上涨，美国房地产市场料已回返扬升循环期。”
他说，中长期内，只要美国经济没太大波动，房价有望继续保持上扬。
亚洲父母为孩子教育置业
亚洲国家父母，尤其是中国父母，倾向于将孩子送往美国求学，推高外国人在美国的置产意愿。
美国《侨报》报道指出，低龄留学生成为推动美国房价上涨的新主力，今年的美国房租循着1995年以来的上升曲线继续攀扬。
以洛杉矶为例，前一阵子因外国移民增加，使得当地月子中心如雨后春笋般增加，加上中国学生留学热潮，已推高当地房租。
此外，房地产开发速度慢、抵押贷款利率高等因素，也是房租上涨的原因之一。
美国房市复苏有望
3月份美国大城市房价增速放缓，因房贷发放标准严格，加上房贷利率上升，影响人们的置产意愿，因此抑制了房价涨幅，不过，随着经济基本面的向好，美国房市有望加快复苏。
标准普尔公司（S&）发布的3月份房价指数显示，美国20座大城市房价指数按年增长12.4%，写下去年7月来最低水平。
虽然房价增速虽放缓，但部分地区依然出现显著增长，例如拉斯维加斯，房价按年飙涨21.2%，增幅为全美最大。
旧金山按年增长也达20.9%；芝加哥房价涨幅为1988年以来最大，按年扬升11.5；克里夫兰按年增幅相较最低，仅为3.9%。
数据显示，截至3月，美国平均房价已经恢复至2004年中期水平，但是相比2006年的夏天峰值时期，美国20个大城市的房价仍然低19%左右。
今年初的几个月，美国房市一直处于较低迷态势。一方面由于冬季严寒严重影响了美国去年12月和今年1月的住房开工情况，另一方面，熟练工人的缺乏、建筑住房用地不足和原材料价格上涨等因素，也导致房市的不景气。
巴克莱分析师迈克卡平指出，房价增速虽放缓，但扬升趋势仍在，预计随着房贷供应增加，劳动力市场与平均收入提高，将有助推升房价。
注--美国新建房屋向好，liihen家私 8成多出口美国,接下来的业绩向好,前景一片光明.

5）中国买家支撑
外资仍是支撑澳洲房市增长的动力，特别是中国买家，更是推动澳洲房市的主力。
数据显示，中国买家每年在澳洲房地产市场的投入资金多达50亿澳元（约151亿令吉）。
亚龙指出，目前，中国正经历一场楼市大改革，面临多种不可预测的结果。在这样的背景下，投资澳洲等国的房地产成为新选择。
“在投资渠道选择少的情况下，中国投资者把目光投向更远的海外市场，而政策透明、发展稳定的澳洲房产市场因此成为首选。”
瑞士信贷根据澳洲统计局和外国投资审查委员会的数据，估算中国人购买了悉尼18%的新房，购买了墨尔本14%的新房。
在过去7年里，中国买家在澳洲购买的房产达240亿澳元（约726亿令吉）。
瑞士信贷估计，未来7年，中国人将继续在澳洲房市投入440亿澳元（约1331亿令吉）。
房屋供不应求
房产的供不应求将加速澳洲房地产市场进入卖方市场，房价涨势将延续。
韩长吉说，澳洲房价近两年还将保持扬升趋势，但这些消息仅表明一些热点城市的增幅稍微放缓，并不意味着全国房价将大规模下滑。
”租金上涨水平比不上房价上涨的水平，使得人们倾向于购屋。
"他说，房地产市场的活力依靠的就是这些投资，很多房地产经纪人的工作收入也得仰仗这些国外投资者们。
“而且从澳洲政府的态度来看，他们依旧欢迎海外投资商来当地投资，包括房地产。”
美国房市晋稳定期
相比澳洲楼市的波动，进入复苏阶段的美国楼市似乎进入了较为平稳的增长阶段。
法拍屋市调机构RealtyTrac公布的数据显示，今年首季，全美有910万屋主严重“溺水”，他们的房屋抵押贷款总额已超过了房屋价值的25%或更多。
相较去年同期的1099万，这个数字有所下降。该机构副总裁达仁布基斯特说，房价扬升，超过三分之一面临法拍的住房已经变成正资产，从而免去了遭拍卖的命运。
报告指出，丹佛（Denver）、波士顿（Boston）、明尼阿波利斯（Minneapolis）、休斯顿（Houston）和华盛顿特区等大都会地区超过半数的住房已变为正资产。
增值最快的大都会地区分别为檀香山、旧金山、纽约州波基普西和洛杉矶。
安全成最大考量
在投资者的眼里，美国房地产投资仍然有很强的安全性。
全美房屋建造商协会（NAHB）和富国银行的一项有关房屋负担能力指数的调查显示，今年首季，有65.5%的住房价格，是中位数收入的美国家庭可负担的。
不过，在旧金山、洛杉矶、纽约、波士顿和丹佛等房价飞涨的城市，中等收入家庭拥屋仍不易。
悉尼的几家房屋中介机构指出，一些国外投资者在澳洲房价增速放缓之后，选择将一些地段不好的房产脱手，转战较为安全的美国进行投资。

4）有专家指出，澳洲的房市短期内不会出现崩盘的情况，但是房价或许会面临下行压力。
RP Data研究主管汀罗力斯说，澳洲州府城市5月份独立屋及公寓楼价下滑1.9%，虽是因季节性因素影响，但也反映房价未来走势料趋温和。
“房价季度增长率在去年8月达到顶峰，拍卖清空率下降。”
悉尼不久前举行了900场房屋拍卖，是今年来第2高的数值，清空率达到78.9%。墨尔本有1165所房屋接受拍卖，清空率仅74.4%。
地产经纪：跌势属短期自我调整 房价仍会保持增长趋势
对于澳洲房价走滑，部分计划拥屋者认为，这是进入买家市场的前兆，但也有市场人士认为，这只是短期市场调整，长期而言，房价依然呈扬升趋势。
计划拥屋的林玲认为，澳洲房价已经开始走下坡，跌势将加剧，年轻人可趁机购屋。
“澳洲楼市可能很快就会跳水，如果想投资和想捡便宜的买家可耐心地等待一段时间。”
不过，对于澳洲房价可能下降的看法，悉尼的房地产经纪人亚龙认为，这样的判断过于武断，因为这不过是当地房市短期的自我调整，在未来5年，澳洲房价依旧会保持增长趋势。
“在澳洲房地产市场上，房屋的供应和需求一直是不平衡的，紧张的房屋供应量推高了房价。”
澳洲房屋价值数据经济学家卡梅伦库舍指出，长达十年的租金补贴计划（NRAS）即将结束，到时将对房市造成巨大的影响，因为一些开发商将这个补贴计划作为他们的一大卖点。
“首次购屋储蓄户头计划已结束，但因为申请率不高，使得这项计划难达预期成效。”
租金下滑
汀罗力斯表示，当地人的房产可负担能力越来越低，悉尼、墨尔本两大州府城市租金收益率也随之下滑。
“房地产价值自2012年6月以来一直呈增长趋势，在过去10年，更以每年4%的速度增长，但是这种状况并不会长久。”
在悉尼生活的林玲表示，悉尼楼市一直以来是引领澳洲房价上升的主力军，如果悉尼房价开始放缓或出现走滑趋势，预示着整个澳洲的房价将会走跌。
AMP高级经济学家威尔逊认为，缺乏可负担房屋，是澳洲面临的最大问题。
“悉尼房市的繁荣其实已开始消退，有地房产与公寓价格增幅，均处于去年3月以来的最低水平。”

3）不过，随着年轻人的房屋可负担能力下降，购屋已经成了难事，年轻一代多半必须靠父母的经济协助买房。
汉逊表示，悉尼内区的很多从拍卖会中购得房屋者，基本是由父母协助偿还房贷。
益索普市场研究集团负责人丽贝卡指出，尽管老一辈的业主可从不断上涨的房价中获利，但他们也担心自己的孩子没有能力购屋。
澳房市续涨不利受薪族
益索普市场研究报告显示，53.7%的受访者不同意“房价上涨对于澳洲有利”的说法。
其中，由27%的受访者“强烈”反对这个说法。
只有13.2%的受访者认为房价上涨是好事，其余的受访者则抱持中和态度。
经济压力大
中投顾问房地产行业研究员韩长吉指出，房价飙涨，为当地购屋者带来很大的经济压力，澳洲政府也备受舆论的谴责。
“在我看来，澳洲前两年的房价比较适合投资，现在的房价则略显过高。”
复旦大学房地产研究中心主任尹伯成告诉《国际金融报》，房价和租金上涨以后，澳洲在房产投资方面的竞争能力随着下降。
面对快速飞涨房价，分析界也对澳洲宏观经济的稳定发展感到担忧。
中原地产研究咨询部总监宋会雍说，房地产发展势必会导致资金向某些特定领域倾斜，当资金大量地被投入到房地产市场中，投资者只能被动等待房子升值，资金的流动就会被束缚，对经济造成一定的损失。
房价被高估
房地产研究集团莱坊（Knight Frank）报告指出，澳洲住房价值被高估的程度是全球第五高。
“当本地人收入足以购买或租住一般房产，那么住房价值被视为是正常的。但根据这个标准，澳住房价值被高估的程度仅次于挪威、加拿大、比利时和纽西兰。”

2）外国人购房活动活跃 澳洲人或被迫住公房
澳洲国民银行最新的住宅调查显示，外国人购房活动活跃，所购置的新房屋总量占首季新房总量的13.5%，高于去年末季的11%。
报告指出，外国人在新房屋交易中，占七分之一，二手房屋交易则占10分之一。
澳洲国民银行首席经济学家亚伦奥斯特表示，新房屋市场的外国买家大幅增长，他们对于昆士兰情有独钟，在二手房屋市场方面，外国人则最为青睐新南威尔斯州。
外国人大举置产推动澳洲房价增长，对于当地人来说，却不是件好事。
澳洲一份福利报告显示，由于房价和房屋租金涨幅远高于过去10年的通胀率，越来越多的澳洲人可能被迫住进公房。
一位房地产商指出，房屋供应短缺，加上外国人大手笔出价推高房价，本地人根本无法竞价，澳洲年轻人拥屋梦想越来越远。
受薪族无能力置业
澳洲媒体报道指出，受薪族薪资难以应付高房价，银行房贷难获通过，不少当地的首次购屋者都被银行拒于门外。
澳盛银行最新数据显示，去年12月份，在新南威尔斯州，首次购屋者的所占贷款比例为7.4%，但同期的投资者所占比例，按年增幅却为45%。
首次购屋者的房贷批准率比例，写下创纪录新低水平，一旦投资者对澳洲房产失去兴趣，势必冲击该国房价走势。
悉尼房产拍卖公司负责人汉逊指出，海外买家和澳洲本地富裕的“婴儿潮”人士，是当地首次购屋者的最大竞争对手。
靠爸妈族显现
高房价让年轻人望屋兴叹，澳洲年轻人不得不求助于父母，“靠爸（妈）族”现象在澳洲显现。
澳洲媒体报道指出，买一间属于自己的房子安居乐业，并等候房子升值令退休生活无忧，曾是许多澳洲人的梦想。

1）房市涨势终结 投资者舍澳取美
环球扫描 产业周刊 2014-07-04 13:07



澳洲房价增幅下滑， 投资者开始将焦点转向渐入佳境的美国房市。

澳洲在过去10年一直被视为是投资宝地，在各国投资者涌入置产后，该国房产价格不断飙涨，受薪族望屋兴叹。
不过，《国际金融报》报道，澳洲房价增幅或许已达顶峰，房产投资者的焦点，或将转向由谷底回弹的美国房市。
澳洲5月份楼市数据出炉，各州府的房价表现均走跌，市场人士认为，在过去不断写新高的澳洲房价，或许已达“冷静期”，并将进入“跳水”阶段。
总体房价下滑近2%
澳洲房地产分析公司RP Data-Rismark报告指出，澳洲各城市总体房价在5月份下滑将近2%，其中，悉尼（Sydney）跌幅达1.1%，墨尔本（Melbourne）降幅最大，达3.6%。
布里斯本（Brisbane），房价下滑1.7%；阿德莱德（Adelaide），滑落1.8%；柏斯（Perth）和侯巴特（Hobart）分别跌0.8%及0.6%，只有达尔文及堪培拉两座城市楼价略有涨幅，分别为1%及0.1%。
不过，也有不少市场人士，对澳洲房市走下坡之说嗤之以鼻，相信现阶段只是进入调整期，市场仍旧供不应求，在此前提下，房价走势长期将回扬。
澳洲联邦证券首席经济学家詹姆斯也对房市发出警告，指房价不可能永远上涨，投资者必须小心。
堪培拉大学的社会和经济模型国家中心，近期发布的调查报告显示，过去10年间，澳洲房价不断飙升，普通受薪阶层已经没有能力购房。
报告指出，在2001年至2011年间，澳洲中产阶级的平均收入只增加了50%，但中等住房的平均售价却飙升147%，一栋中价房屋的平均售价达到41.7万澳元（约126万令吉）。
自全球金融危机以来，澳洲央行与澳洲审慎监管局促请关注贷款者应付日常开销和偿债能力。
澳洲央行上个月指出，由于借贷标准收紧，房价飙涨的现象料将成为过去式，90年代和2000年代初的高房价增长荣景将不再。

f)U.S. housing market recovery is expected
March slowdown in U.S. cities housing prices, mortgage payment because strict standards, coupled with rising mortgage rates, affect people's willingness to set production, thus suppressing the price increase, however, as to the good economic fundamentals, the U.S. housing market is expected to accelerate recovery.
Standard & Poor's (S &) price index released in March showed that U.S. 20 cities house price index grew by 12.4% yoy, wrote last year in July to its lowest level.
Despite the slowdown, although growth rates, but some areas are still significant growth, such as Las Vegas, house prices soaring by 21.2% yoy increase to the nation's largest.
San Francisco is also up year growth of 20.9%; Chicago prices rose the most since 1988, the year rose by 11.5; Cleveland-year growth compared to the lowest, only 3.9%.
Data show that as of March, the average price has returned to the United States in mid-2004 levels, but the summer of 2006 compared to the peak period, the U.S. 20 cities prices are still about 19 ​​percent lower.
A few months earlier this year, compared to the U.S. housing market has been in a downturn trend. On the one hand due to the cold winter has seriously affected the United States in December last year and January this year, housing starts, the other hand, the lack of skilled workers, lack of land for housing construction and raw material prices and other factors, led to the housing market downturn.
Barclays analyst 迈克卡 Ping pointed out that although the slowdown in growth rates, but the trend is still in ascension is expected with increasing mortgage supply, labor market and average incomes will have to boost up prices.
Note - U.S. new housing for the better, liihen furniture exports to the U.S. more than 80%, the next to the good performance, the outlook is bright.

e)Housing shortage
Australian property shortage will accelerate into the seller's real estate market, prices rally will continue.
韩长吉 says Australian house prices rose in recent years the trend will remain, but these messages indicate only a slight slowdown in growth in some of the hot spots of the city, does not mean that the country will be a large-scale decline in prices.
"Rental housing prices rose less than the level of the level, making people tend to homebuyers.
"He said, depend on the vitality of the real estate market is that these investments, a lot of work income realtors have to rely on these foreign investors.
"And from the Australian government's attitude shows that they are still welcome foreign investors to local investments, including real estate."
Jin stability of the U.S. housing market
Compared to the Australian property market fluctuations, into the recovery phase of the U.S. housing market seems to be entering a more stable phase of growth.
Foreclosures RealtyTrac data released by market research agency, this year's first quarter, the nation had 9.1 million homeowners serious "drowning", their total loans and housing mortgages over 25% or more of the value of the house.
Compared to 10.99 million last year, this figure declined. Vice president of the agency 达仁布基斯特 said that house prices rose more than a third is facing foreclosure homes has become a positive asset, thus eliminating the auction was fate.
The report notes that Denver (Denver), Boston (Boston), Minneapolis (Minneapolis), the Houston metropolitan area (Houston) and Washington, DC More than half of housing has become a positive asset.
The fastest growing metropolitan areas were added to Honolulu, San Francisco, New York and Los Angeles in Poughkeepsie.
Become a Hot biggest considerations
In the eyes of investors, real estate investment in the United States still has a strong safety.
A survey on the nation's housing affordability index homebuilders association (NAHB) and Wells Fargo Bank, this year's first quarter, 65.5% of housing prices, the median income of American families can afford.
However, in San Francisco, Los Angeles, New York, Boston and Denver and other cities in soaring house prices, middle-income families still owning a house is not easy.
Sydney several housing agency noted that some foreign investors after the slowdown in house prices in Australia, the number of lots to select the bad real estate sell, he moved to the United States more secure investment.
Ya'alon noted that one of his customers in Japan, is designed to make real estate investments, he would take off three apartment sale in Sydney, plans to invest in real estate in New York.
Han Changji that the United States experienced the 2008 financial crisis, the real estate bubble burst, prices return to work even in the trough.
"With the U.S. economic recovery and rising employment rates, the U.S. real estate market is expected to have returned Ascension cycle period."
He said that in the medium to long term, as long as the U.S. economy is not much fluctuation, prices are expected to continue to rise.
Asian parents for the children's education home
Parents of Asian countries, especially China parents prefer sending their children to the United States to study, pushing home production willingness of foreigners in the United States.
American "newspaper" reported that younger students become the main force to promote new housing prices in the United States this year, the United States followed the rising curve rents continued to climb since 1995, Yang.
In Los Angeles, for example, a while ago because of foreign immigrants increased, making the local sub-centers have mushroomed month increase, coupled with the Chinese students studying boom has pushed local rent.
In addition, real estate development is slow, mortgage rates higher factors, but also one of the reasons rent increases.

d)For Australian house prices slip, house owners who believe that part of the plan, which is the precursor into the buyers market, but there are also market participants believe that this is only short-term market adjustment in the long run, prices are still showed Ascension trend.
Lin Ling Yong plans to house believes that Australian house prices have begun to decline, the decline will increase, young people can take the opportunity to homebuyers.
"Australia's property market may soon diving, if you want to invest and want to bargain buyers can patiently wait for some time."
However, the views of the Australian house prices could fall, Sydney real estate agent Yaron believes that such a judgment is too arbitrary, because this is only a short-term local housing market self-adjustment in the next five years, Australia will still maintain a growth trend in prices.
"In the Australian real estate market, housing supply and demand has been uneven, tight housing supply pushed up prices."
Australian home values ​​data repository Scotia economist Cameron pointed out a decade-long rent subsidy program (NRAS) coming to an end, when it will have a huge impact on the housing market, as some developers will this subsidy program as one of their big selling point.
"First-time homebuyer savings account program has ended, but because the application rate is not high, making the program difficult to reach the desired results."
Rents decline
汀罗 Ellis said that locals can afford more low estate, rental yields in Sydney, Melbourne, the two capital cities also will decline.
"Real estate values ​​since June 2012 has been a growing trend over the past 10 years, even with an annual growth rate of 4%, but this situation will not be long."
Lin Ling lives in Sydney, said the Sydney property market has always been the main force leading the rise in house prices in Australia, Sydney house prices started to slow down, or if the slip occurs trend, suggesting the whole of Australia's prices will decline.
Wilson, a senior economist at AMP believes that the lack of affordable housing, is the biggest problem facing Australia.
"In fact, the prosperity of the Sydney housing market has begun to subside, there is an increase in real estate and apartment prices are at their lowest level since March last year."
Chinese buyers support
Foreign support the Australian housing market is still the engine of growth, particularly in China buyer, it is the main force pushing the Australian housing market.
Data show that China buyers of the real estate market in Australia each year to invest up to 50 billion Australian dollars (about 15.1 billion ringgit).
Yaron pointed out that at present, China is undergoing a major reform of the property market, face a variety of unpredictable results. In this context, investment in real estate in Australia and other countries to become the new choice.
"In the select few investment channels, the Chinese investors set their sights on further overseas market, and policy transparency, development and stability of the Australian housing market has therefore become the first choice."
According to the Australian Bureau of Statistics data, Credit Suisse and the Foreign Investment Review Board, estimates Chinese people to buy 18 percent of new homes in Sydney, Melbourne, purchased 14 percent of homes.
In the past seven years, real estate in Australia, Chinese buyers to purchase up to 240 million Australian dollars (about 72.6 billion ringgit).
Credit Suisse estimates that over the next seven years, China will continue to invest in the Australian housing market 44 billion Australian dollars (about 133.1 billion ringgit).

c)"In my opinion, the first two years of house prices in Australia are more suitable for investment, the current price is a bit too high."
Director of Real Estate Research Center of Fudan University told Yin Bocheng "International Finance", after rising house prices and rents, Australia's competitiveness in terms of real estate investment with the decline.
The face of rapid soaring housing prices, but also on the stability analysis of community development in Australia macroeconomic worried.
Zhongyuan, director of Real Estate Research Advisory Council Song Yong said that real estate development will inevitably lead to tilt funds to certain areas, when a lot of money being put into the real estate market, investors can only wait passively house appreciation, liquidity will be tied to the economy caused some damage.
House prices are overvalued
Knight Frank Real Estate Research Group (Knight Frank) reports that the extent of the value of the Australian housing is overvalued is the world's fifth highest.
"When the locals generally sufficient income to buy or rent real estate, then the value of housing is considered normal, but according to this standard, the extent of the value of the Australian housing is overvalued after Norway, Canada, Belgium and New Zealand."
Some experts pointed out that the Australian housing market will not collapse in the short-term situation, but prices may face downward pressure.
RP Data research director Tingluo Ellis said the Australian capital cities in May detached houses and apartment prices fell 1.9 percent, though it is due to seasonal factors, but also reflects the expected future trend of increasingly moderate prices.
"Quarterly growth rates peaked in August last year, the rate of decline in the auction empty."
Sydney recently held auction houses 900 games, the second this year to a high value, empty rate reached 78.9%. Melbourne 1165 to accept the auction house, empty the rate of 74.4%.
Real estate broker: a short-term decline in prices will remain self-regulated growth trend

b)Australian media reported that the family paid the salary difficult to cope with high prices, mortgage banking hard passed, many local banks have been first time homebuyers shut the door.
ANZ Bank's latest data show that last December, in New South Wales, the share of first time homebuyers loan ratio was 7.4%, but the proportion of investors over the same period, the annual growth rate was 45%.
Mortgage approval rate is the proportion of first-time homebuyers, and wrote a record low, once investors lose interest in real estate in Australia, the country is bound to impact the price trend.
Sydney real estate auction company responsible Hansenula pointed out that overseas buyers and the Australian local wealthy "baby boomers" who are the biggest competitors in the local first-time homebuyers.
Family revealed by parents
High prices for young people looking house disappointed, had to resort to the parents of young people in Australia, "by father (mother) family" phenomenon appeared in Australia.
Australian media reported that buying a house of their own to live and work, and wait for the appreciation of the house carefree retirement, was the dream of many Australians.
However, with housing affordability for young people drop homebuyers has become difficult, mostly the younger generation must rely on parents' financial assistance to buy a house.
Hansenula said that many of the houses purchased from the auction by Sydney's inner zone, basically by their parents to help repay the mortgage.
Yi Thorpe Market Research Group Leader Rebecca pointed out that although the owners of the older generation can benefit from rising house prices, but they also worry that their children can not afford to homebuyers.
Australian housing market continue to rise and adversely salaried family
Yi Thorpe Market Research report shows that 53.7 percent of respondents did not agree with "favorable prices rose for Australia" argument.
Among them, from 27% of respondents "strongly" opposed to this view.
Only 13.2% of respondents believe that housing prices is a good thing, and the rest of the respondents hold a neutral attitude.
Economic pressure
Investment Advisor in the real estate industry researcher Han Changji noted that housing prices soaring, a great deal of economic pressure for local homebuyers, the Australian government also much condemnation.

a)The end of the housing market rally round Australia take US investors
Global Scan industry magazine 2014-07-04 13:07



Australian house prices fell growth, investors began to shift the focus of the U.S. housing market getting better.

Australia has been seen in the past 10 years is to invest treasure, set in post-natal influx of international investors, the country's real estate prices continue soaring, salaried family house look disappointed.
However, the "International Finance" report, the focus of Australia's price increase may have reached its peak, real estate investors, or to turn the rebound from the bottom of the U.S. housing market.
Australia May housing data released, the performance of each state capital prices are lower, the market believes that in the past continue to write new high house prices in Australia, and perhaps reached "cooling off period" and enter the "diving" stage.
Overall prices fell nearly 2%
Australian real estate analysis company RP Data-Rismark report notes that overall prices in various cities in Australia in May fell nearly 2%, of which Sydney (Sydney) dropped by 1.1%, Melbourne (Melbourne) the largest decline of 3.6%.
Brisbane (Brisbane), house prices fell by 1.7%; Adelaide (Adelaide), slipped 1.8 percent; Perth (Perth) and Hobart (Hobart) were down 0.8% and 0.6%, only two cities in Darwin and Canberra Floor slight price increase, respectively, 1% and 0.1%.
However, there are many market participants, to say the Australian housing market downturn of scorn, I believe at this stage is just a period of adjustment, the market is still in short supply, in this context, the long-term price trend will be back to Yang.
Commonwealth Securities chief economist James also issued a warning on the housing market means prices can not rise forever, investors must be careful.
Social and economic model of the National Center for the University of Canberra, recently released survey shows that over the past 10 years, Australian house prices continue to soar, ordinary salaried class has no ability to purchase.
The report notes that in 2001-2011, the average income of the middle class in Australia increased by only 50%, but the average price of housing in the middle soared 147%, but the average selling price of a building in the price of housing has reached 417,000 Australian dollars (about 126 million ringgit).
Since the global financial crisis, the Reserve Bank of Australia and the Australian Prudential Regulation Authority urged the concerned lenders to cope with everyday expenses and solvency.
Australia's central bank last month that since the tightening lending standards, the phenomenon of soaring house prices is expected to become past tense, in the early 1990s and 2000s boom in high-price growth will no longer be.
Australians or foreigners was active buyers are forced to live public housing
National Australia Bank's latest housing survey, was active foreign buyers, the total amount of the purchase of new housing accounted for 13.5% of total new homes in the first quarter, up from 11% at the end of last quarter.
The report notes that foreigners in new housing transactions, accounting for one seventh, one second-hand housing transactions accounted for 10 points.
National Australia Bank chief economist Allen Oster said foreign buyers substantial growth in the new housing market, they are soft spot for Queensland in the secondary housing market, foreigners are most favored by New South Wales.
Foreigners aggressively promoting home production house price growth in Australia, for the locals, is not a good thing.
Australia, a welfare report shows that due to the prices and housing rents rose well above the rate of inflation over the past 10 years, more and more Australians could be forced to live in public housing.
A real estate agent pointed out that the shortage of housing supply, coupled with generous bid to push up prices of foreigners, the locals could not bid, the Australian dream of owning a house of young people getting away.
Incapable of salaried family home

现在只是家俬业的中期復苏，路还很長，也有很好的机会，进liihen 可固定3个月收股息,
并享受到资本上升,任何的投资都具有风险,我觉得这个股风险小,
今天再次加码了,哈哈.等待风起,春天己近.

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
Furniture industry is now just an interim recovery, long way to go, but also have a good chance to be fixed into liihen dividends received three months,
And enjoy the capital to rise, any investment has risks, I think the stocks of small risks,
Overweight again today, ha ha. Wait for the wind, spring has nearly.
 
Correct multiple chances to succeed -
So, all in all one, we just civilians retail, through its own investment preferences and in the hope of (hard) in the stock market to earn good returns, what a master expert, deserve, do not pigeon-holing.
No matter what decision we make will honestly face the consequences. Portfolios are not exam, not a hundred points each request.
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, wrong and right is always crossing occurs, each done right, is not called "success", it is "perfect", is everyone's pursuit of the realm (but unlikely to achieve).
Successful investor, just need the right investment occurs wants more chances.
Taken at-http :/ / klse.i3investor.com/blogs/golden_years/55570.jsp

Buy in for good profit .haha

2.50 buy in again.next rest price is 2.70 then to 3.00

Tuesday, May 27, 2014
成长中的家俬股(liihen)--

Booming of Furnitures Theme

Have you invested any Furniture businessrelated counters recently?

If yes, congratulations to you not only because you have earned some handsome profits but I foresee there will be more to come. Let me explain why later.

For newbie, you may wonder what are the furniture counters we are looking at. They are not a lot and complicated if compare to Plantation, Construction, Property and Technology sector.



Those I'm aware consist of LATITUD, POHUAT, LIIHEN, EUROSP, HOMERIZ, SHH. These counters share price have went up at least from 10 to 70% since January this year. The highest so far is SHH, which has just shoot up more than 80% over the past few days before it rebounded. This is scaring but let's put this counter aside first. Of course, there are 2 counters are yet to fly high but merely 10% so far. This is more or less related to the volatility of it's shares which the transaction volumes are very pity at this stage.

There the related counters on supplying plywood materials are HEVEA and FLBHD. These counters are definitely benefits a lot if the furniture countersmaking more money.

Basically the furniture business is booming since second half last year due to the demand and economy are recovering from the low peak especially the developed countries like US, Japan and Europe. Developing countries demand also rising due to brighter economy such as China, India and Indonesia. Since it is just turning from the low peak for less than a year, there will be more rally to go.

On top of that, USD appreciation against MYD also boost up the earning indirectly. In addition, most of these companies are running very low PE ratio. Thus, they are really inexpensive and low risk to invest at this stage although some of them have went up a lot. Furthermore, news started to flow out that some companies / leaders have started to expand their capacity in order to boost up the existing revenue.

I'm very confidence that these companies will be continuing to rack in more profit at least in the coming 2 to 3 quarters. Perhaps these counters near future prospects are even better than the property counters, as you can see property sector index has went up a lot.

Of course, there are some risks to consider as below:
1. Weakening demand from Japan, Europe and US.
2. Strengthening of MYD currency against USD and local factory currency i.e. DONG / BATH.
3. Significant rising of plywood cost as furniture main materials.
3. Re-occurring of Vietnam riots that affecting those have factories / operations in Vietnam.
4. Instability of Thailand politics that may affecting those have factories / operations in Thailand.
5. KLSE facing downtrend or correction.

Well, if want to list down all the risks, they are too much to go. But let's look at property sector, after some many negative news, those undervalue counters still went up steadily.

Well, It's a challenge now to make money from KLSE at this high index period even though you still see a lot people are making a lot of money. All we need to do is to play safe and invest every penny carefully. Therefore, I've swapped part of my plantation shares to invest in 1 of the counters above today. Not a lot but just trying to make some coffee money.

All the best!


周二，2014年5月27日
蓬勃发展的家具主题

您最近投资的任何家具业务相关的计数器？

如果是的话，恭喜你，不仅因为你已经赢得了一些丰厚的利润，但我预计会有更多的惊喜。我为什么在后面解释。

对于新手，你可能不知道什么是家具专柜，我们正在寻找。他们是不是很多且复杂，如果比较种植，建筑，物业及科技业。



那些我知道包括LATITUD，POHUAT，LIIHEN，EUROSP，HOMERIZ，SHH的。这些计数器股价已上升至少10～70％，自今年一月。最高到目前为止SHH，刚刚拍摄了超过80％，比之前的反弹，过去几天。这是吓唬但让我们把这个计数器先放在一边。当然，也有2个计数器都还没有飞得高，而仅仅10％为止。这或多或少涉及到它的股份的交易量都非常可惜在这个阶段的波动。

那里提供胶合板材料相关的计数器是HEVEA和FLBHD。这些计数器绝对受益匪浅如果家具柜赚更多的钱。

基本上，家具生意，去年以来蓬勃发展的下半年，由于需求与经济是从低峰特别是发达国家如美国，日本和欧洲的复苏。发展中国家的需求也因经济的光明，如中国，印度和印度尼西亚上升。因为它是刚刚从低峰转了不到一年，将有更多的反弹行情中去。

最重要的是，MYD兑美元升值也推高盈利是间接的。此外，这些公司大多数都运行得很低本益比。因此，他们是真正的便宜和低风险在这个阶段进行投资，尽管他们中的一些已经上升了很多。此外，消息都流出来了，有些公司/领导人已经开始扩大其产能，以提高了现有的收入。

我很自信，这些公司将继续在机架更多的利润至少在未来2至3个季度。也许不久的未来前景这些计数器甚至比地产股好，因为你可以看到房地产行业指数已经上涨了很多。

当然，也有一些风险需要考虑如下：
1，弱化来自日本，欧洲和美国的需求。
2，加强MYD货币兑美元和当地货币的工厂即越盾/浴。
3，重大上涨的成本胶合板家具的主要材料。
3，重新越南发生的骚乱，影响那些在越南的工厂/业务。
4，可能会影响这些泰国政治的不稳定性在泰国的工厂/业务。
5。KLSE面临下行趋势或更正。

那么，如果想列出了所有的风险，他们过多地去。但是，让我们看看地产股方面，经过一番许多负面新闻，那些价值低估专柜仍然稳中有升。

嗯，这是一个挑战，现在赚钱从KLSE在这个高指数时期，即使你仍然可以看到很多人都赚了很多钱。所有我们需要做的是为了稳妥起见，小心投资的每一分钱。因此，我已经换了我种植股部分1计数器的投资高于今天。不是很多，但只是试图让一些咖啡的钱。

一切顺利！
取自;http://klsewin.blogspot.com/2014 ... res-theme.html#more
不断学习,投资快乐,丰衣足食.

liihen optimistic trend ---
24/02/14 price = rm consolidation of nearly three months after 1.88.
20/05/14 price = rm 1.75. Shares remained stable health.
21/05/14 price = rm 1.80, rising journey began to rebound,
So far 04/07/14 price = rm 2.50. Long-term trend is still perfect,
Individuals to aim at rm 3.50

April insurer received 4.24 million second quarter profit as long as
5760000. There
10 million, Eps = 16.6sen. Then Q1 + Q2 = 30.3sen if Q3.Q4 have 10sen.
Throughout the year there eps = 50.3sen (3018 million). Currently rm2.50 just pe = 4.97 in the transaction. Really attractive price!
rm 3.50 liihen pe = 6.95
Products accounted for more than 80% of exports to the United States, benefiting from a) a strong dollar. B) of the U.S. economy to improve, improve the people's willingness to spend.
c) new housing rebound. Master's portfolio cold, are selected with a stable dividend and business growth of the company,
liihen With these conditions hold many Latitud, Pohuat, Hevea stocks from the master, does see
Good prospects for furniture stocks in the coming years. Therefore, export-oriented companies in the coming years will be a strong defensive
Stocks. There are good opportunities for capital appreciation. Liihen2014-year net profit is expected to hit a record high, has risen
Is a very natural thing, after all liihen snubbed by everyone ignored for many years, today it is time to look seriously
liihen the value and potential. And encourage one another's.
Individual projections and finishing out of the ego.
liihen 的乐观走势---
24/02/14 价位=rm 1.88 之后盤整近3个月.
20/05/14 价位=rm 1.75 . 股价依然健稳.
21/05/14 价位=rm 1.80 ,开始反弹上升之旅,
至今 04/07/14 价位=rm 2.50 .長期走势依然完美,
个人把目标订在rm 3.50

4月保险收424万.第二季只要赚
576万.则有
1000万,Eps=16.6sen . 那么Q1+Q2=30.3sen 假如Q3.Q4有10sen.
全年就有eps=50.3sen(3018万) .现rm2.50只是pe=4.97在交易.真是吸引人的价位！
rm 3.50 liihen pe=6.95
产品占8成多出口至美国，受益于a)强势美元. b)美国经济向好，人民消费意愿提高。
c)新建房屋回升。冷眼大师的投资组合中，都是选具有稳定派息和业务成长的公司，
liihen具备了这些条件，从大师持有许多Latitud,Pohuat,Hevea 的股票，莫非看到
家私股未来几年的前景好。因此出口导向为主的公司，在往后几年会是抗跌性强的
股项。有很好资本增值的机会。Liihen2014年的净利有望创下历史新高，股价上升
是很自然的事，毕竟liihen被大家冷落，忽略许多年了，今日是时候认真来看待
liihen的价值与潜能了。与大家共勉之。
个人推算与整理，进出自负。

liihen 的乐观走势---
24/02/14 价位=rm 1.88 之后盤整近3个月.
20/05/14 价位=rm 1.75 . 股价依然健稳.
21/05/14 价位=rm 1.80 ,开始反弹上升之旅,
至今 04/07/14 价位=rm 2.50 .長期走势依然完美,
个人把目标订在rm 3.50

4月保险收424万.第二季只要赚
576万.则有
1000万,Eps=16.6sen . 那么Q1+Q2=30.3sen 假如Q3.Q4有10sen.
全年就有eps=50.3sen(3018万) .现rm2.50只是pe=4.97在交易.真是吸引人的价位！
rm 3.50 liihen pe=6.95

个人推算与整理，进出自负。
liihen optimistic trend ---
24/02/14 price = rm consolidation of nearly three months after 1.88.
20/05/14 price = rm 1.75. Shares remained stable health.
21/05/14 price = rm 1.80, rising journey began to rebound,
So far 04/07/14 price = rm 2.50. Long-term trend is still perfect,
Individuals to aim at rm 3.50

April insurer received 4.24 million second quarter profit as long as
5760000. There
10 million, Eps = 16.6sen. Then Q1 + Q2 = 30.3sen if Q3.Q4 have 10sen.
Throughout the year there eps = 50.3sen (3018 million). Currently rm2.50 just pe = 4.97 in the transaction. Really attractive price!
rm 3.50 liihen pe = 6.95

Individual projections and finishing out of the ego.

Liihen 正式开住新的旅程.不要怀疑了.上車为了更美好的未来.我们在Rm 3.50 处相见.哈哈！
Liihen officially opened a new journey live Do not doubt. The car for a better future and we meet at Rm 3.50 place. Haha!

liihen 会发红股吗?--
2004年至2014年,10年的时间己使liihen变得更强大,美丽的资产负债表,
長期欠债才1179万,有5883万的现金,约每股98sen的现金,
公司股票数量6000万股,由每股一元面值组成,股本为6000万,
从公司的财政看,发2送1红股是在能力内,因公司多年没增加股数了,
为了報答股东与加强股票流量,发红股机率大,就看大股东要不要,
我是进来当收股息与资本升值,我想伩市场上的票不到2万張,当更多人发现
liihen提供的投资机会时,真的是越買越高,趁现在低,早点进货,等待丰衣足食,
保守估计红股时,价位可达rm3.50 (全年14sen股息算,dy=4%)
个人推算,进出自负.
图表取自射手座兄
liihen redness share it? -
From 2004 to 2014, 10 years to make liihen has become more powerful, beautiful balance sheet,
Long-term debt was 11.79 million, there are 58.83 million in cash, about 98sen per share in cash,
6000 the number of company stock shares, par value of one dollar per share consisting of a share capital of 60 million,
From the company's financial perspective, hair 2 get 1 bonus shares is in the ability for many years because the company did not increase the number of shares, and
In order to repay the shareholders and strengthen equity flows, the probability of a large bonus issues, to see whether or not the major shareholder,
I came in when the dividends received and capital appreciation, I want to vote 伩 on the market less than 20,000, as more people find
When liihen provide investment opportunities is really more to buy higher now while low, early purchase, waiting for food and clothing,
A conservative estimate of bonus shares, the price can reach rm3.50 (full-year dividend of 14sen count, dy = 4%)
Personal projection, out of conceit.
Chart taken from Sagittarius brother

Liihen pe=5.6 rm 2.39

重新看liihen的现况---
主要是信心问题,就如之前invest 兄所言,网上的流言,搅乱与胡言的成份多,目的是给投资者对公司失去信心.
我也是那么認为,但清者自清,从公司这几年的专业生产,大方派息,资本也增值,最近更获得保险金(之前火灾),
说明公司是透明与遵守法律的,管理层也求上进,把公司业绩再造高峰,只要更多的投资人发现liihen
的价值,对公司有了信心,就是价位飞龙再天了.期待这一天的到来.
我享受公司3个月的股息,可观的现金流,并有资本升值机会.太好了.
公司没有订单问题，只因-- Liihen约 83%产品出口到美国--a）美国的财富藏于民间，有3分之2的经济增長来自于消费领域。
b）美国人号称是全球最浪费的民族。
c）美国为全球最大的进口市塲。
d）区区傢俬算是小儿科，旧了就换新的，没什么的，因此任何时期傢俬都有不错的销量。
Re looking for --- Status liihen
The main problem is confidence, as before invest brother said, online gossip, nonsense ingredients upset with multi purpose is to give investors lose confidence in the company.
I also think so, but Qingzheziqing, from the company a few years of professional production, generous dividends, capital appreciation but also, more recently, to get insurance money (before the fire),
Description is transparent and comply with the law, the management also make progress, the peak performance of the company and recycling, as long as more investors discover liihen
The value of the company has confidence that the price dragon again days. Looking forward to that day.
I enjoy the company of three-month dividend, substantial cash flow, and have the opportunity for capital appreciation. Wonderful.
The company did not issue orders, because - Liihen about 83 percent of products exported to the United States - a) U.S. wealth hidden in the private sector, there are two thirds of economic growth from consumption.
b) Americans claimed to be the world's most wasteful nation.
c) the United States is the world's largest import market Shang.
d) be regarded as a mere Furniture pediatrics, on the old ones, nothing, so any period furniture has good sales.

rm2.39 is chance to buy in,good future.

Liihen 7089 RM2.46 进场，未来丰衣足食。
1)公司于5月的Q1 2014 业绩很好，赚了 825万，Eps=13。76sen ,nta=rm2.53
若下来Q2,Q3,Q4都有600万(EPS=10SEN),则全年可赚2625万(EPS=43.76SEN)
现RM2.46只是PE=5.6 在交易,明显被低估了,合理的PE=8,价位=RM3.50
2)公司为每季派息,Q1己派送4SEN和23-7-2014分3.5SEN,若Q2,Q3.Q4也有
3.5 SEN,全年共18SEN,现RM2.46 算,DY高达 7.3%,是很好的收息股.
3)LIIHEN 的债务才2600万,公司有CASH 5883万,相等于每股98SEN
为一支净现金公司.
4)取自射手座兄的分享,a)今年会有产业重估喔,30英亩的土地,
有接近21英亩是租赁地契，接近8英亩是永久地契.
b)利兴所拥的子公司-利兴种植。（拥有72%）.
30年+30年15，000英亩的森林+橡胶开发权，股数只有6千万，相信3～5年后，
现在这样的股价难以“负荷”EPS的增长。
5)30大股东已持有65.6%（39360张），市场流通量只有20640张
6)一般上大股东最乐于在公司净利好时进行，如红股，拆细或派特别股息等，值
得期待。
7)公司的赚副有11.6%，同行中算是标青的。(取Q1 之 2014年业绩算出).
8)过去10年，2003至2013年财政年，每年赚钱，基本因素好，美元汇率走高对净利表现有
利，随着美
国QE在年底结束，资金回流，美元的走势是强稳的，这对公司是利好。
9)家私股中，论股息，管理，竞争优势，赚副，资产，股东回报率（ROE=12.3),诚信度，
成长前景
，风险性等因素，LIIHEN 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。
10)以上都是股价上升之催化剂，个人推算与整理，进出自负。

Liihen 7089 RM2.46 approach, future clothing.
1) Company in May of Q1 2014 results well, earning 8.25 million, Eps = 13. 76sen, nta = rm2.53
If down the Q2, Q3, Q4 has 6 million (EPS = 10SEN), then the annual earn 26.25 million (EPS = 43.76SEN)
Now RM2.46 only PE = 5.6 in the transaction significantly undervalued, reasonable PE = 8, price = RM3.50
2) the company is payable quarterly, Q1 has delivered 4SEN and 23-7-2014 points 3.5SEN, if Q2, Q3.Q4 there
3.5 SEN, the annual total 18SEN, now RM2.46 count, DY up to 7.3% is a good dividend stocks.
3) LIIHEN debt was 26 million, the company has CASH 5883 million, or equivalent to HK 98SEN
Is a net cash company.
4) taken from the brother of Sagittarius share, a) industry this year will be revalued Oh, 30 acres of land,
Nearly 21 acres are leased lease nearly 8 acres is freehold.
b) owned by a subsidiary of Lee Hing - Lee Hing planting. (Owns 72%).
In 30 years, 15,000 acres of forest +30 + rubber development rights, the number of shares is only 60 million, I believe three to five years,
Such a price is difficult now, "load" EPS growth.
5) 30 major shareholder already holds 65.6% (39,360), the market liquidity of only 20,640
6) Generally most happy to be the largest shareholder in the company net profit is good, such as bonus shares, subdivision or special dividend, etc., value
Was expecting.
7) the company's vice earned 11.6% of peers regarded BEAUTIFUL. (Take the calculated results for Q1 of 2014).
8) in the past 10 years, from 2003 to 2013 fiscal years, the annual money, good fundamentals, the dollar higher against net performance of
Lee, along with the United States
States at the end of the end of QE, flow of capital, the U.S. dollar is stable and strong, which is good for the company.
9) Furniture stocks, on dividends, management, competitive advantage, earning deputy, assets, ROE (ROE = 12.3), integrity,
Growth prospects
Risks and other factors, LIIHEN definitely preferred stock investors, good potential value of the company, will be a dark horse stocks.
10) These are the catalyst for the share price rises, individual projections and finishing out of the ego.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=L&securityCode=7089

Liihen 7089 RM2.46 进场，未来丰衣足食。
一支股票的价值在rm 3.50之上,现在才rm2.45为什么不能进货,哈哈

Wait a spring come. another insurance stock already gain more.takaful.allianz.lpi .next i believe is mnrb.haha

mnrb rm4.84 只是在 pe=6.5 交易,明显被低估了,而且是最便宜的保险股,
未来有可能被私有化(最少有rm 5.70),
红股.
不错的股息(去年为24 sen),今年相信可以更好或一样的派息,8,9月会公布.
下个目标价为pe=7 ,价位=rm 5.13
然后往 pe=8 ,价位=rm 5.85
请提早上車.美丽的出头己看到.

Mnrb 6459 Rm 4.83 趁低吸购, 现在是隆股市中最便宜的保险股---
Lpi 8621 rm 16.78 pe=22
takaful 6139 rm 12.96 pe=15.1
allianz 1163 rm 12.10 pe=8
mnrb 6459 rm 4.84 pe=6.5
tuneins 5230 rm2.30 pe=24.6
p&o 6009 rm 1.40 pe=9.2

4.83 BUY IN AGAIN.

That is see low pe problem .undervalue for mnrb

値得深思,发现黑马股--
2年前(19-07-2012) takaful 6139 的股价=rm6.50 pe=13.7 净利=7678万 eps=47.2 sen
(19-07-2012) mnrb 6459 的股价=rm3.14 pe=16 净利=4174万 eps=19.6 sen

现在(19-06-2014) takaful 6139 的股价=rm12.86 pe=15 净利=1.38 亿 eps=85.4 sen nta=rm3.3
mnrb 6459 的股价=rm4.83 pe=6.6 净利=1.54亿 eps=72.7 sen nta=rm5.7

假如 Mnrb 的 pe=15 则价位=Rm10.90 (非常有上升空间).
mnrb 会成为下一个 takaful吗?取决于未来净利的表现,从最新的末季业绩大副度上升中看出,
未来值得期待.
(图表取自于扬帆吕航兄)
Value was pondering find dark horse shares -
2 years ago (19-07-2012) takaful 6139 share price = rm6.50 pe = 13.7 Net = 76780000 eps = 47.2 sen
          (19-07-2012) mnrb 6459 share price = rm3.14 pe = 16 Income = 41740000 eps = 19.6 sen

Now (19-06-2014) takaful 6139 share price = rm12.86 pe = 15 Income = 138000000 eps = 85.4 sen nta = rm3.3
                           mnrb 6459 share price = rm4.83 pe = 6.6 Net = 154000000 eps = 72.7 sen nta = rm5.7

If Mnrb's pe = 15 则 price = Rm10.90 (very upside).
mnrb will be the next takaful business? depend on the performance of future net income rose in the final quarter to see the latest results from the first mate,
Future worth looking forward to.
(Chart taken from the sail Lu Hang brother

When after gain at 4.92. Next is 5.50 .haha

1) full year (31-03-2014) earned a total of 154 million. EPS = 72.7SEN. NTA = RM5.74.
Nominal bit RM4.84. Simply PE = 6.6 times in the transaction, obviously the stock is undervalued,
I guess the future of the stock market to go to RM7.00, PE = 10.
2) to 3-9-2013 ended, the company had cash 74,720,000.
3) 30 large shareholder has held 72% (153,405), the market flow only 59,665, a record high net profit,
Then there is the price to a new high, as if before TAKAFUL 6139.
4) estimated in September will be announced a 30% dividend. Net dividend of 22.5 sen
5) from the 27-05-2014 Q4 quarterly publication brisk in the company, the road began to rise so far (17-06-2014)
I still do not see a stop sign, the long-term trend for the better, fell back approach is a good opportunity, a bright prospect.
6) and takaful 6139 have Islam in the same business of insurance products, (government-linked companies is also the largest shareholder is the government agency),
So with innate advantages in terms of premium increases.
7) in the past five years (2009-2013) and has a net income growth, but keep the same number of shares (213 million shares),
From the price point of view is unusual, it is time to see shareholder capital increase.
8) compared with takaful6139, price-bit (rm4.84) ​​Investment mnrb more attractive than other
Insurance stocks lagged behind many of the stock is the time to catch a look -
a) takaful now price = rm12.88 pe = 15 Income = 138800000 eps = 85.4 sen nta = rm3.3
b) Mnrb l now price = rm4.84 pe = 6.6 Net = 154000000 eps = 72.7 sen nta = rm5.7
If Mnrb's pe = 15 则 price = Rm10.90 (very upside).
9) Insurance stocks well for future growth, resilient and strong.
10) use of the hands of the funds, concentrated fire, so to maximize capital appreciation, MNRB qualified to become outbreaks shares.
Grasp the opportunities currently offered. Achieve impressionistic, relaxing, watching the sea day, ha ha, I entered,
What are you waiting for it.
11) These are the catalyst for the share price rises, individual projections and finishing out of the ego.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=M&securityCode=6459
1)公司全年(31-03-2014)共赚1.54亿 .EPS=72.7SEN .NTA=RM5.74 .
现价位RM4.84 .只是PE=6.6倍在交易,很明显股价被低估了,
我估计未来可走至RM7.00的行情,PE=10.
2)至3-9-2013止,公司有现金7472万.
3)30大股东己持有72%(153405張),市场流量只有59665張,净利創新高,
接下来就是股价来新高了,好像之前的TAKAFUL 6139.
4)估计9月会公布30%的股息.净股息为22.5 sen
5)从27-05-2014在公司公布亮眼的Q4季报后，开始上升之路，至今（17-06-2014）
我仍看不到有停止的跡象，長期的走势向好，回跌是进场良机，前景一片明。
6）与takaful 6139 相同有回敎保险的产品业务,也是政联公司(大股东是政府机构),
因此在保费上调方面具先天的优势.
7)公司在过去5年(2009-2013)都有净利且成长,但股数保持相同(2.13亿股),
从股价来看是不尋常的,股东是时候看到资本增长了.
8)与takaful6139相比较,现价位(rm4.84)投资mnrb更具有吸引力,比其他
保险股落后许多,股价是时候奋起直追了.请看--
a)takaful现在价位=rm12.88 pe=15 净利=1.388亿 eps=85.4 sen nta=rm3.3
b)Mnrb l现在价位=rm4.84 pe=6.6 净利=1.54亿 eps=72.7 sen nta=rm5.7
假如 Mnrb 的 pe=15 则价位=Rm10.90 (非常有上升空间).
9)保险股未来成長良好,抗跌性强.
10)善用手中的资金，集中火力，让资本增值最大化，MNRB 具备条件成为爆发股。
把握目前提供的良机。实现写意，悠闲，看海的日子，哈哈，我进了，
你还在等什么呢。
11）以上都是股价上升之催化剂，个人推算与整理，进出自负。

Rm 2.07 5070 Fidelity approach prtasco reasons -
1) technical charts, said the price of this stock in the 17-03-14 is rm1.64., After only five trading days on 24-03-14 rebounded to rm1 .94 (Rsi = 89%).
And 1-04-14 came Rm2.00 (Rsi = 80%), after 70 days of consolidation, the final breakthrough in the history of the price rm2.08 13-06-14's (rsi = 76%),
During this period many did not have the patience to drive away investors, including von master, ha ha, is about to begin another round of rise. Target price rm2.50
2) 100 000 000 6,000 Net cash RM1 million or 49 cents per share, to create "cash" road repair and maintenance works, at least send 10 cents dividend (now available 6sen into dividends,
Ex-dividend on 25-06-14 and 11-07-14 at delivery), or equivalent Yield 5-6%.
3) Fidelity to buy cheap land in the Island, after the re-development and launch of 10 billion ringgit De Centrum industrial plan, plus two public housing program to unlock value,
Industrial Research forecasts for the current financial year profit growth of 41% to 50 million 7.3 million ringgit.
4) The five-year development value over 10 billion ringgit, the discounted cash flow (DCF) increased from 300 million ringgit to 400 million ringgit 27 million, mainly related to the value of the land released.
5) The company has re-started some projects in Libya, which is now about 50 million order to discuss 吉桥梁 maintenance.
"We have a total value of 100 million 20 million ringgit projects at the local, there are still 20 million ringgit compensation has not been paid.
6) for an extension of the Indonesian oil and gas rights, the entire field a total of 30 wells, the company has restarted three wells.
It remains unclear the real field of oil and gas production. However, according to information obtained by consulting firms, oil storage up to 1400 barrels of oil and 44 billion cubic feet of natural gas.
7) Fidelity Building and Infrastructure business orders, expected to increase from the current 700 million ringgit to 10 billion ringgit. Fidelity arms industry holds 100,000,000 6,000,000 9,000 ringgit unbilled sales.
8) Fidelity (Protasco) intend to at least 1.95 ringgit per share through a private placement of approximately 5,000 million shares to raise nearly 100 million ringgit. Nominal bit buy low risk.
9) De Centrum plan covers 87 acres, the development projects include serviced apartments, shops, SOHO (small office home), convention centers, hotels,
Offices, retail units, hypermarkets and cinemas. DeCentrum fact, in the middle of Kuala Lumpur International Airport and the city center of Kuala Lumpur point.

Just about 30 minutes to the main cities and locations, such as the Kuala Lumpur International Airport, Putrajaya, Kuala Lumpur, in addition, 5 to 10 minutes to drive to Nilai, 20 minutes, which amounts to hibiscus.
10) Hua Wu co-founded the company in obtaining government contracts and road building competitive advantage.
11) contribute to the future of the industry will go beyond the construction sector, net profit growth to become the main force, and support the oil and gas industry, will be the star stock market.
12) in 30 major shareholder 25-04-2014 ended holding 57.83% (193,221), there are over 140,000 market flow sheets, stock flow is good, and easy access to customer investment institutions alike.
13) to enhance the company's net profit foundation is to support the stock price up.
14) Construction stocks on dividends, management, competitive advantage, assets, integrity, growth, prtasco definitely preferred stock investors.
15) use of the hands of the funds, concentrated fire, so to maximize capital appreciation, Fidelity outbreak of shares to become qualified. Grasp the opportunities currently offered. Achieve freehand, leisure,
The day to see the sea, ha ha, I entered, what are you waiting yet.
16) These are the catalyst for the share price rises, individual projections and finishing out of the ego.
Basic information and the latest company website -

Rm 2.07进场 prtasco 富达 5070 的原因--
1)图表的技术面说,此股在17-03-14的股价为rm1.64 .之后只用了五个交易日在24-03-14回升到rm1 .94(Rsi=89%).
并在1-04-14来到Rm2.00(Rsi=80%),经70天的盤整,于13-06-14终突破rm2.08的历史价位（rsi=76%),
这期间己把许多没耐心的投资者逼走,包括冯大師,哈哈,另一轮的上升即將开始.目标价rm2.50
2)有淨現金1億6千100萬令吉或每股49仙，製造“現金”的道路維保工程，至少派10仙股息(现在进可得6sen股息,
于25-06-14除权并于11-07-14派送)，或相等週息率5%至6%。
3)富達以低價在萬宜買地，過後重新發展而推出100億令吉De Centrum產業計劃，加上兩項公眾房屋計劃釋放價值,
興業研究預測現財政年盈利增長41%至5千730萬令吉。
4)上述5年發展值超過100億令吉，折現現金流（DCF）由3億令吉提高至4億2千700萬令吉，主要是有關土地釋放價值。
5)公司在利比亚的一些项目已重新动工，目前正洽谈约5000万令吉桥梁维修工程。
“我们在当地有总值1亿2000万令吉的工程，仍有2000万令吉未获支付的赔偿。
6)申请延长印尼油气权,整个油田共有30个油井，目前公司已重启3个油井。
目前仍不清楚油田的真正油气产量。但根据咨询公司获取的资料，油田储存达1400桶石油，440亿立方英尺天然气。
7)富達建築與基建業務訂單，料從目前7億令吉增加至10億令吉。富達產業臂膀則持有1億9千600萬令吉未入賬銷售。
8)富达(Protasco)打算透过以每股至少1.95令吉私下配售大约5,000万股来筹集近1亿令吉。现价位買入风险低.
9)De Centrum计划占地87英亩，发展项目包括服务式公寓、店铺、SOHO（小型居家办公室）、会展中心、酒店、
办公楼、零售单位、霸级市场以及电影院。DeCentrum其实就在吉隆坡国际机场以及吉隆坡市中心的中间点。

只要30分钟左右即可通往主要城市与地点，如吉隆坡国际机场、布城、吉隆坡，此外，5至10分钟车程可到汝来，20分钟车程即达芙蓉。
10）华巫合作成立的公司，在获得政府建筑与道路合约具优势。
11）产业贡献未来会超越建筑领域，成为净利增长的主力，并有油气业的支撑，会是市场上的明星股。
12）于25-04-2014止的30大股东共持有57.83%(193221張),市场流量有14万多張,股票流量好,进出客易为投资机构所喜爱.
13)公司的净利提升是支持股价向上的基础.
14)建筑股中论股息,管理,競争优势,资产,诚信度,成長,prtasco绝对是投资者的首选股.
15)善用手中的资金，集中火力，让资本增值最大化，富达 具备条件成为爆发股。把握目前提供的良机。实现写意，悠闲，
看海的日子，哈哈，我进了，你还在等什么呢。
16）以上都是股价上升之催化剂，个人推算与整理，进出自负。
最新公司的基本资料与网站--

5070 prtasco rm 2.07 进场。

1)之前是iskandar特区股的热度,现在我看到东海岸特区股的光芒与机会,是时候进pasdec了.
2)30大股东共持有77.24%(159094張),市场流量只有4万多張,股价要上是轻易的.
3)丰隆投行看中的公司,肯定有它的价值,我信它们的基金经理,丰隆持有4.8%(9929張),个人相信在 27/08/2014前,他们不会出售股份,因为9929*4 sen=397 千的股息收入很有吸引力.其他的股东大多也会持有直到获得股息或更久.
1) before the heat of the SAR is iskandar stocks, now I see the light and the opportunity to share the east coast of the SAR, it is time to enter pasdec it.
2) 30 major shareholder holding 77.24% of (159,094), the market flow only over 40,000 copies on the share price should be easy.
3) Hong Leong investment bank saw the company certainly has its value, and I believe their fund managers, Hong Leong holds a 4.8% (9929), individuals believe 27/08/2014 ago, they will not sell the shares, since 9929 * 4 sen = 397 thousand of dividend income is very attractive. most of the other shareholders will be held until a dividend or more.

0.79 sen 买进6912 pasdec 的原因---
1）有主题，东海岸特区持续开展，好比柔佛的iskandar特区
2）pasdec为东海岸地区的地产股代表作，彭亨州经济发展机构持有51.6%的股份。委任州务大臣为公司主席，州内许多发展项目，公司有机会参与，正所谓肥水不流外人田。
3）pasdec在彭亨州有不少地库，许多已经多年未重估，假如重估，每股最少价值RM2.00以上
4)每股净有形资产值RM1.68, 因此公司若私有化，每股最少有RM1.68
5)我看作之前的柔佛州政府私有化（柔佛置地），这只股多少有类似之处。
6）马中关丹产业园区由中马双方组建的合资公司负责开发建设和运营，园区合资公司总股比按照马方51%，中方49%构成。中方参股企业为广西北部湾国际港务集团和钦州市开发投资有限公司;马方则由马来西亚实达集团、常青集团和彭亨州发展机构(以土地作价入股)共同参股。未来可以丰衣足食。

7）2013年共赚1220万。eps=5.9sen
8)至3月底首季净利276万，eps=1.34sen，因4月份出售地净利336万，故Q2约有600万的净利，全年四季约有1600万，eps=7.9sen,取目标价为rm1.20 ,pe=15 ,取4 sen的股息算,其dy=3.3%
9)现6月至8月底有4sen的股息,想信这只股有看头,现价位0.79 sen算,dy=5.06% ,具吸引人.
10)公司的基本面是强稳的,有很好政治背景.
11)善用手中的资金，集中火力，让资本增值最大化，pasdec 具备条件成为爆发股。把握目前提供的良机。实现写意，悠闲，看海的日子，哈哈，我进了，你还在等什么呢。
12)以上都是股价上升之催化剂，个人推算与整理，进出自负。公司网站-www.pasdec.com.my/' target='_blank'>http://www.pasdec.com.my/
0.79 sen in 6912 pasdec reason to buy ---
1) There are themes, East Coast SAR ongoing, like Johor iskandar DC
2) pasdec as property stocks representative of the East Coast region, Pahang state economic development agencies hold 51.6% of the shares. Appointed as Chairman of the State Minister of Justice, the state's many development projects, the company has the opportunity to participate, as the saying must not let outsiders fields.
3) pasdec in Pahang, there are many basement, and many have been for many years a revaluation, if the revaluation, the value of RM2.00 per share for a minimum of more than
4) Net tangible asset value per share RM1.68, therefore, if privatization of the company, at least there is RM1.68 per share
5) I have seen Johor state government before privatization (Johor Land), only how many shares were similar.
6) Horse Industrial Park in Kuantan Chinese and formation of a joint venture responsible for the development of both horse construction and operation of the park's total share in accordance with the joint venture than 51% of the Macedonian side, 49% of the Chinese constitution. China invested enterprises in Guangxi Beibu Gulf International Port Group and Qinzhou City Development and Investment Co., Ltd.; Marfan Shida Group from Malaysia, Pahang Evergreen Group and development agencies (land valued shares) of common shares. The future can be clothed.

7) in 2013 earned a total of 12.2 million. eps = 5.9sen
8) to the end of March quarter net profit of 2.76 million, eps = 1.34sen, due in April to sell 3.36 million to net income, the Q2 net profit of about 6 million, the annual seasons, about 16 million, eps = 7.9sen, take the target price To rm1.20, pe = 15, take 4 sen dividend calculation, its dy = 3.3%
9) is now the end of June to August dividends 4sen, would like to believe this stock is worth seeing, price-bit 0.79 sen count, dy = 5.06%, with attractive.
Fundamentals 10) the company is stable and strong, a very good political background.
11) use of the hands of the funds, concentrated fire, so to maximize capital appreciation, pasdec qualified to become outbreaks shares. Grasp the opportunities currently offered. Achieve impressionistic, relaxing, watching the sea day, ha ha, I entered, what are you waiting for it.
12) These are the catalyst for the share price rises, individual projections and finishing out of the ego. Company's Web site-http :/ / www.pasdec.com.my/

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1637633
1)今天的成交与价位暴起,看来 公司有大动作吧(如之前的dbhd 3484), 31299 +16 0.79
2)8月还有4 sen 的股息收, nta=rm 1.68
至2014年3月底,有cash 1513万,借款 3931万
3)至3月底首季净利 276 万,eps=1.34 sen 个人推算tp=rm 1.00
4)丰衣足食很快就来了,哈哈.进出自负.

rm 0.79 buy in

buy in 1.56

3484 dbhd rm 1.77 buy in