Everybody pointing out Ho Hup is undervalued in terms of P/E before dilution. If you check out the real diluted P/E, I think it is almost fully valued with limited upside. Anytime, ISIS can attack Baghdad and there will be a 20% drop in HH share price
Flintstones is right. Q1 profit 11m+, EPS 6.66 sen; Q2 earn more, profit 17m+, but EPS 6.65 sen. You pls check Q1 & Q2 report. I think that is why many ppl dispose and volume is high but price not spike.
Again, this moneycashrich is not doing his homework. Go check the terms and conditions of the lawsuit settlement with pioneer haven. You will see that there is an advance payment given to HH to settle its loan. The money already given thats why this quarter no bumper profit!!
yes, relax is the best word. All invest own money only in the market, no need to act like you are Warren Buffett here. Cheer up and happy holiday, even though market is bad, very very bad
Moneycashrich statement where ah? Moneycashrich is correct. Property sold, but the sales will be under unbill sales because bank/buyer pay according to construction progress. Profit sure increasing in the years to come, but dilution from the RCPS conversion may deplete EPS a bit.
private placement means the company sell an amount of shares to a select few people...normally insitutions...with the share volume increasing as a result of this, dilution will happen, thus creating a drop in initial share prices as a form of correction.
Am I correct sifus? I also not so sure myself wei...I now holding Hohup at a very high price zzz...kena trapped there...
to me, it depends on the placement price, if it is fair price, neutral situation. But in Malaysia I notice the private placement is done with an intention for the buyer to make money(at least on paper) in a short period & there is privy knowledge of something positive coming...
do you noticed that recently those company who tried and raising $$ for future projets will get its dip? i saw a few counters.. azrb, bonia, this week tguan, and now hohup.... KLSE investor mentality.. or may be controlled by those fund managers.. based on speculations...
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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....
khchong78
60 posts
Posted by khchong78 > 2014-08-26 09:03 | Report Abuse
中规中矩的业绩
虽然半年税后净盈利涨了300%,但是以重组后的股票记算EPS只涨了100%
那看点在那里呢?
1。与Malton的Pavillion 2 JV已经有7千多万的Sales. 这一季第一次入账了RM11.9百万的Sales, 而Gross Profit高达RM9.8百万!
换句话说,Hohup的unbill sales又增加了6千多万!而且这6千多万unbill sales的net margin超过60%!
2。Hohup自己发展的Pavillion 2这季录得RM4千4百万的Sales,net profit RMRM1千2百50万 = net margin 28.4%!
就算本季自己发展的Pavillion 2没有卖到半间,原有的3亿unbill sales扣掉RM4千4百万加回6千多万,unbill sales还是增加了!
3。建筑方面如我所料,伊拉克那里不止没有减记,整体建筑业务还带来了RM5millions的净利!
*很明显Hohup下半年将会丰收,我保持全年EPS能轻易突破RM0.30的预测!