2 people like this.
11 comment(s). Last comment by Nicholasming91 2019-03-11 12:13
paperplane
21,650 posts
Posted by paperplane > 2019-03-09 17:47 | Report Abuse
Pe35 sailang. Memang sia Lang
Alex™
12,594 posts
Posted by Alex™ > 2019-03-09 20:00 | Report Abuse
haha
supersaiyan3
3,131 posts
Posted by supersaiyan3 > 2019-03-09 22:59 | Report Abuse
Double counting lah
Heavenly PUNTER
2,613 posts
Posted by Heavenly PUNTER > 2019-03-10 10:26 | Report Abuse
got english version or not?
VenFx
14,784 posts
Posted by VenFx > 2019-03-10 11:36 | Report Abuse
喜欢 酱类型的文章。 Tq AhHuat50
freddiehero
16,722 posts
Posted by freddiehero > 2019-03-10 13:05 | Report Abuse
wah lau.. all in
AhHuat50
73 posts
Posted by AhHuat50 > 2019-03-10 21:56 | Report Abuse
尝试以不同角度看HARTA 今年1月的时候,我曾对HARTA写过一篇文章《长期投资HARTA》? 当时候HARTA股价从高峰跌至5令吉左右,之后便反弹回5.74,之后慢慢越做越低,最近又跌回了5令吉,甚至更低至4.96。 延续先前的文章,蛤蜊认为HARTA不管是创新、效率、行业优势都具备长期投资的条件。 那今天,尝试以老板角度去计算,如果投资HARTA,会得到什么。 假设,今天我买入1000股,每股5令吉,成本价5000令吉。(5令吉容易计算) HARTA 2019财年的每股盈利预计是15仙,也就是说,我以5000令吉收购价,买入了一个每年能够创造150令吉净利的资产,回酬每年约3%。(1000x0.15=150)作为老板,我不一定要把赚到的都拿出来,我可以把盈利存起来或投资扩充工厂。 这资产每年也会派发股息,以每年股息0.088计算,我拥有1000股,那么就可以回收88令吉。换算回酬是1.76%。这是实际回收的现金收入(88/5000×100=1.76%) HARTA每股资产为66仙,我有1000股,也就是拥有660令吉的每股资产。这资产包括公司里的地皮、工厂、器材、存货、现金、应收账款等等。 总计,5000令吉的成本,我可以买到值660令吉的资产,这个资产每年能够创造150令吉的回酬,并且每年分红88令吉,加起来可以赚到238令吉,算起来需要21年才能回本(5000/238=21年) 作为投资者,不仅要知道买入后可以赚多少,投入的成本几时能够回本,分红多少,资产值多少,当然还有未来的增长潜力。 因为,只有进行扩充,生意越做越大,我们的回本期才会缩短,不然这盘生意就太昂贵了,不值得买。 HARTA目前有4个厂,第5间厂刚在去年投入营运。直到Q3的时候,这第5间厂只有6条生产线投入工作,还有其余6条下半年会开通。 除了这5间,还有工厂6和工厂7,大概在2020年至2021年之间,会全部投入营运,到时候一年可以生产440亿只手套。 根据2018年的年报,当时候工厂5还没投产,而工厂1至4,共32条生产线,总共可以生产320亿只手套。 320亿至440亿,两三年时间内将增长37.5%。但这是以递增的方式增长,就好像工厂是逐步投产,而不是一次过开完所有生产线。 所以预计一年的产量会增加15%左右,也就是说盈利也会增长15%。 所以就会像这样慢慢增加, 2019年 每股盈利 15仙,2020年17.25仙,2021年19.83仙,以此类推。 也意味着,以5000令吉成本换算,2020年我将可以赚172.50令吉,2021年赚198令吉。每年的分红也同步增加,2020年101.2令吉,2021年116.38。以此类推。 单看2021年,198令吉的盈利回酬,加分红116.38令吉,总收入是314.38令吉,回本期缩短至16年。(5000/314.38=15.9) 因此,只要工厂一间接一间的开,盈利跟上,那么这5000令吉的回本期将会快速缩短,甚至在未来某年,产量超过千亿只手套,每年就可以赚1000令吉或更多,到时候不仅回本,而且净赚更多。 未来,如果HARTA的买入成本越便宜,也表示我可以以更便宜的成本买入具备增长潜能的公司,回本期也会相应缩短,甚至分红可以更多。 Target Price: RM7.00 https://andersonleee0590.blogspot.com/2019/03/harta
Posted by AhHuat50 > 2019-03-11 08:13 | Report Abuse
Rocket up today
John Lu
5,187 posts
Posted by John Lu > 2019-03-11 08:13 | Report Abuse
Haha.. Harta become tata
kingb
519 posts
Posted by kingb > 2019-03-11 12:09 | Report Abuse
All glove tumble
Nicholasming91
3,559 posts
Posted by Nicholasming91 > 2019-03-11 12:13 | Report Abuse
This year no glvoe year liao. OnG year, ong ong ong
No result.
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#
Stock
Score
YTLPOWR
YTL POWER INTERNATIONAL BHD
1000
MAYBANK
MALAYAN BANKING BHD
780
GENTING
GENTING BHD
743
CIMB
CIMB GROUP HOLDINGS BERHAD
739
GENM
GENTING MALAYSIA BERHAD
655
BAUTO
BERMAZ AUTO BERHAD
637
JTIASA
JAYA TIASA HOLDINGS BHD
542
YTL
YTL CORPORATION BHD
538
9
CAPITALA
CAPITAL A BERHAD
531
10
TOPGLOV
TOP GLOVE CORPORATION BHD
494
Stock Name
Last
Change
Volume
INIX-OR
0.02
0.00
141,839,900
EDUSPEC-OR
0.005
75,002,700
E&O-LR
0.055
+0.01
56,261,700
CEB
0.335
+0.025
24,309,300
SORENTO
0.395
+0.02
14,437,700
BERTAM-R1
0.03
-0.005
13,438,700
ALPHA
0.35
12,774,300
BSLCORP-OR
12,469,600
TECHNAX
0.105
-0.015
8,340,600
ICONIC-OR
6,870,400
TENAGA
14.08
+0.18
155,300
BAT
8.19
+0.16
121,400
PAM-C50
1.48
+0.135
200
8.08
+0.13
970,000
AIRPORT
10.58
+0.12
44,700
HLBANK
20.32
5,600
PPB
14.10
+0.10
100
PRKCORP
0.44
+0.09
10.48
+0.08
127,400
MSC
2.36
37,100
ORIENT
6.61
-0.23
1,225,800
UNISEM
3.03
-0.15
1,388,900
KUAISHO-C17
0.08
-0.12
58,800
PETRONM
4.20
-0.10
2,400
BAT-C32
0.06
-0.09
895,000
SIMEPROP-C24
0.46
3,000
KUAISHO-C16
0.01
-0.085
20,000
Time
Signal
Duration
MOBILIA
MOBILIA HOLDINGS BERHAD
2024-11-04 08:00:00
ADX
Daily
XOXNET
XOX NETWORKS BERHAD
TURTLE SYSTEM 20
CSCSTEL
CSC STEEL HOLDINGS BERHAD
EMA 5
KMLOONG
KIM LOONG RESOURCES BHD
TURTLE SYSTEM 55
AJI
AJINOMOTO (M) BHD
YNHPROP
YNH PROPERTY BHD
MUHIBAH
MUHIBBAH ENGINEERING (M) BHD
99SMART
99 SPEED MART RETAIL HOLDINGS BERHAD
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
paperplane
21,650 posts
Posted by paperplane > 2019-03-09 17:47 | Report Abuse
Pe35 sailang. Memang sia Lang