Posted by Ven Felix > 2015-12-28 21:32 | Report Abuse

KOKO888 的 11月份 2015 星之股 平均买入价 @$0.55 

根据THE EDGE报导，HALEX获联土局青年合作社（KMBFMB） 颁发价值184m令吉采购及包装8万吨白米合约，它也发现，该公司新收购70%股权的子公司SL AKTIF也获取同类型的5万吨白米合约，公司有新收入来源，每年共可购入11.5万吨的白米，为期2年及可延长1年。公司执行副主席表业，合约将会对公司明年的盈利带来显著贡献，可从每吨白米获得200令吉或8%利润。因此，11.5万吨白米则一年的毛利可达23m令吉。 
但是我认为管理层的计算 比较乐观，我以保守估计，以每吨白米获得92令吉或4%净利润来算，11.5万吨x92令吉=每年可赚10.6m除去股票数额106000=每股盈利10分，再加上原本业务赚每股盈利2分=每股盈利12分x12本益比=合理价RM1.44。 
但是公司有建议发售附加股，若附加股真实执行，请参考以下附加股后的分析。 
公司也建议以1配1比例配售2梯次（Two call）的附加股，每附加股发售价为50仙，首梯的35仙将由股东支付，第2梯的15仙则由公司股票溢价和保留盈利来支付，再以5附加股送1W。 
如果你是以0.60仙买入1000股HALEX，再付35仙买附加股，那你共有2000股成本共是95仙的HALEX，平均每1000股成本=47.5仙，及1000股可得免费200股W。 
附加股后，HALEX股票数额增加至212000股，白米业务每年赚10.6m除股票数额212000=每股盈利5分+原本业务2分=每股盈利7分x12本益比=合理价RM0.84，不要忘记，你的成本是RM0.475，若那时母股涨到RM0.84，W应该可值RM0.40-50。 
（只供参考，若有买卖，盈亏自负） 
注：1个月半前买进的EG-OR，成本共是RM0.58，目前回酬达105%。

24/12/2015 21:04

Posted by Ven Felix > 2015-12-28 21:35 | Report Abuse

Good highlights BURSAMASTER . Simple fact but, never highlighted by others before.

Posted by tjhldg > 2015-12-29 01:09 | Report Abuse

Kikikikikikiiiiiiii

Posted by fayeTan > 2015-12-29 09:33 | Report Abuse

what is the catalyst that will bring Halex to greater heights?

Posted by 3EMWE > 2015-12-29 10:56 | Report Abuse

bursamaster, pharmaceutical would also benefit from raw material derived from fertilizers hence a possible source of revenue for halex?

Posted by Ven Felix > 2015-12-29 12:01 | Report Abuse

Its core biz r negligible. They r on its Diversified path rite now.

Posted by Ven Felix > 2015-12-29 12:03 | Report Abuse

D rice contact can sustain their income at apprx. $10mil per year. Not taking into a/c from their newly acquired Kensington development. Yet.

Posted by 3EMWE > 2015-12-29 12:07 | Report Abuse

van felix, makes a lot of sense now. something is brewing...

Posted by Ven Felix > 2015-12-29 18:22 | Report Abuse

Great to hear that, now what ikan bilis like me can do is sit quietly and wait patiently :)

Posted by koonbee9 > 2015-12-29 18:26 | Report Abuse

This halex so geng...i dropby say hi

Posted by Ven Felix > 2015-12-29 22:59 | Report Abuse

This koonbee9, is really love to loitering around. Anything want to share ?

Posted by koonbee9 > 2015-12-29 23:02 | Report Abuse

Ven Felix, your pick not bad

Posted by Ven Felix > 2015-12-30 20:08 | Report Abuse

Will, koonbee9, market rhythm is mildly different from few weeks before. Hopefully, it not going to damages the market sentiments.

Posted by Ven Felix > 2016-01-01 00:11 | Report Abuse

HAPPY NEW YEAR 2016 :) *^ $$$**