Posted by calvintaneng > 2015-03-18 09:46 | Report Abuse

Wahaha!
Again in top 2 gainers!

Really MAGNI-FYING Big Gains for

BJ CORP

Booming

Jet

corp

Going to Fly Up with Supersonic Speed Soon!

Posted by chshzhd > 2015-03-18 10:06 | Report Abuse

well done 美女！

Posted by yfchong > 2015-03-18 10:08 | Report Abuse

Still waiting for LC chong comments

Posted by erkongseng > 2015-03-18 10:23 | Report Abuse

magni 7087 美特工业 rm3.32进入.
MagniTech: For 3QFYApril 2015, pre tax profit rose 16.3% to rm23.1 million on the back of a 7.2% increase in sales to rm200.4 million.
Magni is primarily a manufacturer of garments for the export market, as well as wide range of packaging products. For FY2014, garments accounted for 81.5% of sales with the remaining 18.5% from packaging.
Magni is likely to gain from the strengthening USD as its sales are mainly denominated in the USD. Exports – mostly to the US and Europe – accounted for 81.6% of sales in FY2014.
Magni has strong balance sheet with net cash of rm74.7 million or rm0.689 per share.
It is trading at a trailing 12 month PER of 7.6 times and 1.3 times book

Posted by calvintaneng > 2015-03-18 10:29 | Report Abuse

For Magni Tech Highest Quality Printing Product
Go to any Giant, AEON, Tesco, Mydin or Cold Storage Supermarkets.

Take a look at the Vochelle chocolate color packaging.

Magni Tech has the best Color Design for Vochelle.

Wait, don't buy and eat. For your eyes only.

But if you want to eat chocolates. Pay a visit to Any Cosway Store. Then Buy Tudor Gold chocolates from Cosway. Guarantee halal and Very Good!

Posted by erkongseng > 2015-03-18 12:27 | Report Abuse

magni 7087 美特工业 rm3.32进入之原因---
1）买股看公司的未来是否成长，净利多少等，当可见度变得清晰，投资风险相对变小，
股价也将呈现上升势头，magni 会是不错的选择。
2）公司诚信度是很好的，因此数据造假应该不会发生在这公司上。
3)30大股东已持有83.33%（90398张），市场流通量只有18092张(16.67%),总股数为108490張.
三大股东己持 40.67%
TAN POAY SENG 15.46%
KP HOLDINGS SDN BHD 13.04%
JUARA SEJATI SDN BHD 12.17%
magni 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。
4)2015 年3月(Q3)止,三个季共净利3557万,EPS=RM 0.32
估计2015全年eps=rm0.43 ,合理的pe=10 ,股价=rm4.30

目前magni的股价=rm3.25 ,用eps=rm0.43算,只是pe=7.6倍在交易,比较其他出口类股后,明显被低估了.
5)2014年共发RM0.13股息, 股价RM3.25 算,DY=4% ,公司CASH有74.7million,约每股现金rm0.689 .
6)公司2009年至今2015年,7年定定赚钱,未发出红股,想信不久了.
只供参考，进出自负。

Posted by lcng123 > 2015-03-20 00:52 | Report Abuse

Brother Er, 至少有两只股你我是共同拥有的，那就是Can One及Magni。买入是因为看好这两只股的潜能，特别是现在美元走强的时刻。看看最新的业绩，Can One (出口占63%)及Magni(出口占82%）都是因美元走强而取得亮丽的业绩。现在美元继续挺升至接近RM3.80，期待来临的业绩更上一层楼。

Posted by erkongseng > 2015-03-20 05:35 | Report Abuse

是的,此时收价值股更穩当,7087 ,undervalue rm 4 .80

Posted by chshzhd > 2015-03-20 07:15 | Report Abuse

至少rm4.60

Posted by chshzhd > 2015-03-20 07:16 | Report Abuse

至少rm3.60

Posted by erkongseng > 2015-03-21 16:27 | Report Abuse

有空就看看其他出口股的资料--
1)magni 7087(成衣)--
share price;rm3.18
rolling 4 Quarters
eps=rm0.40 nta=rm2.41 dps=rm0.13 pe=7.83 roe=16.8 dy=4 % par value=rm1
2)prlexus 8966(成衣)--
share price;rm1.91
rolling 4 Quarters
eps=rm0.19 nta=rm0.86 dps=rm0.02 pe=9.87 roe=22.4 dy=1.05 % par value=rm0.5
3)latitud 7006(家俬)--
share price;rm6.23
rolling 4 Quarters
eps=rm0.67 nta=rm3.76 dps=rm0.063 pe=9.25 roe=17.8 dy=1.01 % par value=rm1
4)pohuat 7088(家俬)--
share price;rm2.30
rolling 4 Quarters
eps=rm0.24 nta=rm1.74 dps=rm0.06 pe=9.56 roe=13.8 dy=2.62 % par value=rm1
5)homeriz 5160(家俬)--
share price;rm1.14
rolling 4 Quarters
eps=rm0.09 nta=rm0.48 dps=rm0.047 pe=12.18 roe=19.4 dy=4.16 % par value=rm0.2
6)liihen 7089(家俬)--
share price;rm3.94
rolling 4 Quarters
eps=rm0.479 nta=rm3.17 dps=rm0.175 pe=8.22 roe=15 dy=4.44 % par value=rm1
细看一下,明显magni 7087 的pe=7.83 ,理应为10倍,股价rm4.00 ,由于市流量小,
但基本面好与成长依然在的情况,股价会像之前的liihen一样,慢慢奋起直追.

Posted by erkongseng > 2015-03-21 17:17 | Report Abuse

admin | 10/28/2014 01:27:00 PM |



Insider Asia’s Stock Pick: Magni-Tech Industries

Magni-Tech Industries Bhd


MAGNI (7087) MAGNI-TECH INDUSTRIES BHD

MAGNI-Tech, an apparels manufacturer that is a major supplier to global sportswear leader Nike, is an undiscovered, undervalued stock. The stock trades at a low 12-month trailing P/E ratio (excluding cash) of only 5.1 times, with net cash accounting for one-third of its stock price.

Established in 1997, Magni started as a manufacturer of packaging materials before diversifying into apparels with the acquisition of South Island Garment Sdn Bhd (SIG) in 2006. The company has manufacturing facilities in Malaysia and Vietnam.

For FYE April 2014, garments accounted for 81.5% of the company’s total sales with the remaining 18.5% from packaging.

SIG derives most of its sales from Nike, with business relationship dating back to 1985. In 2006, SIG was appointed by Nike as one of its tier-1 woven manufacturers, due to its consistent performance in on-time delivery and high quality apparels. With the appointment, Nike is committed to prioritising the production capacity offered by SIG as well as other tier-1 manufacturers.

Magni has a very strong balance sheet. As of 1Q2015, it had net cash of RM103.6 million or 95 sen per share. Although net profit margin was only 6.4% in FY2014, ROE was an impressive 19.0%. From FY2010 to FY2014, sales and pre-tax profit grew by a compounded annual growth rate of 14.7% and 26.3% respectively, reaching RM651.3 million and RM55.4 million, respectively.

The stock is trading at a trailing 12-month P/E ratio of 7.5 times and price-to-book ratio of 1.3 times. Stripping out the cash, the underlying P/E ratio is only 5.1 times. Dividend yield is attractive at 4.4%, and the company can afford to pay out much more given its large cash pile. The stock is presently under the radar of investors with coverage by only one local research house.

Notably, directors’ remuneration at Magni is considered excessive, at 15.9% of pre-tax profit in FY2014, down from 19.1% a year ago.

Posted by chshzhd > 2015-03-21 23:07 | Report Abuse

accumulating..

Posted by erkongseng > 2015-03-23 19:49 | Report Abuse

1)美特真的那么棒吗？http://klseelf.blogspot.com/2014/04/blog-post.html

把美特 (MAGNI) 这十年的表现数据给整理下，可以再次提高自己对美特的信心！

以下图表一目了然：


这十年来，股价平均增值28%
这十年来，营业额平均增长30%
这十年来，净利平均增长74%
这十年来，股息平均增长25%
这六年来，股息率平均6.5%
目前为净现金公司

*这完全符合真正投资理念的股票

Posted by erkongseng > 2015-03-23 19:50 | Report Abuse

2)闲谈股市，理财篇
Magni之我见

现价：2.91
目标价：nill
已投入资金：20%

magni最近开始大涨
而6月份就是magni出季报的时候，今天就聊聊我对magni的看法

1）下个月即将公布第四季度报告，而几乎每一年，第四季报告都会比前三个季报的净利少了些许，我称之为淡季
由于第四季度报告是淡季，所以我不期望magni第四季报净利会超越第三季报净利的0.14亿
但我相信magni的净利会较去年同期来得佳

2）magni净利每隔一年都会出现成长

2014年：0.33亿（还未包括第四季净利）（今年会是成长期）
2013年：0.35亿（停顿期）
2012年：0.30亿（成长期）
2011年：0.17亿（停顿期）
2010年：0.16亿（成长期）
2009年：0.11亿（停顿期）
2008年：0.10亿（成长期）
2007年：0.04亿（停顿期）

3）在之前探讨magni时候，我只道出magni的优点，今天就道出magni的弱点
如果有细心阅读年报，你会发现magni董事部的工资和花红每年都大幅度增长

《董事部的工资》
2013年：8.4million
2012年：7.9million
2011年：5.7million
2010年：5.4million

这是唯一一点我不怎么喜欢

4）每逢第三季和第四季是magni派发股息的时候
第三季的股息，每股5分已经收到了，我还用了这笔钱加码magni
第四季的股息，会在6月份公布，我预测最少会有9分的股息

【后语】
像magni这样好的公司，本益比又低，股息又高，除非股价出现非理性的大涨，我才会选择脱售，要不然我会长期持有，目前magni是我组合里最大的主力，因为早期把20%资金投入在magni

共勉之
3)美特(MAGNI) 股价很高了吗？

Tuesday, May 13, 2014 http://klseelf.blogspot.com/2014/05/magni.html

Posted by erkongseng > 2015-03-23 19:50 | Report Abuse

Magni股价在星期一创历史新高 （RM3.18) 后马上回调至RM3.03，全日最低是RM3.01。在短短半个月内升了21% (RM2.63-RM3.18)，回调是预料中事，也是正常的。最后一篇谈及Magni是在4月12日 美特真的那么棒吗？，当时股价RM2.63。事实证明它的确是个非常值得投资的一支股。

那目前价格RM3.03， 还值得加码/投资吗？

Q3净利- RM14,842,000
Q2净利- RM9,477,000
Q1净利- RM9,139,000
Q4净利- RM10,000,000 (预测）

全年：RM43,458,000
股数：108,487,900
全年每股盈利：40仙
本益比：7.6

2013年派息13仙，根据以往纪录，公司每年净利增加，股息也随着提高。
2013年平均股价RM1.93, 周息率最少有6%。
相信今年的股息有望再进一步提高。

NIKE的季报也许会是Magni业绩的有力指标。

结论：
近来股价飙升，也许感觉上股价已经很高了，如果深入研究，其实并非如此。
看在周息率，本益比，现金流，无债务，公司持续成长，实在找不到理由不长收。

Posted by erkongseng > 2015-03-23 19:51 | Report Abuse

2014-07-04 16:55



（吉隆坡1日訊）美特工業（MAGNI,7087,主板消費品組）擁有長達9年的不間斷盈利增長趨勢，分析員以內部增長的保守目標為準，預見2015財政年淨利至少達4千100萬令吉，但其股價現僅以8.2倍歷史本益比進行交易，比10.1倍本益比目標為低，估值明顯受到低估。

肯納格研究表示，在營業額走高和盈利賺益改善下，美特工業2014財政年淨利強勁增長至4千200萬令吉，但這一點也不叫人意外，因集團自2005年開始已擁有9年不間斷盈利增長趨勢，營業額從9千400萬令吉走揚6億5千200萬令吉，而淨利複合年均增長率為53%。
儘管面對挑戰的營運環境，美特工業除息稅前盈利（EBIT）盈利企穩於8%水平，歸功於嚴格的成本管控等精瘦的管理效益，以及持續投資升級技術來強化客戶滿意度，並及時的傳遞訂單。
該證券行說，憑藉著高營運效率、強勁資本控管和及時的訂單傳遞，美特工業成功在主要服裝進口國消費放緩之際，進一步推動銷售額走揚，而集團在包裝業務也採取審慎的態度，轉注於消費、製藥、醫療保健相關、日常飲食等抗衰退，以及高增值的產品環節。
“基於仍未與美特工業管理層進行會晤，因此我們以營業額和淨利賺益為5%和6%保守目標來看，集團2015財政年淨利可能達到4千100萬令吉。”
擁7090萬
另一方面，截至2014財政年杪，美特工業手握7千零90萬令吉（相等於每股65仙）現金，且負債比為“零”，儲備金也從上財政年的9千800萬令吉走揚至1億2千600萬令吉，肯納格研究相信集團憑藉強勁資產負債比將可在必要時提高派息率。
美特工業自2000年上市以來，不斷透過派息回饋股東，2014財政年總股息達到每股13仙，相等於34%派息率和4.1%週息率。
整體來說，肯納格研究認為，美特工業股票現以8.2倍的歷史本益比進行交易，比10.1倍的本益比目標為低，估值明顯受到低估。
“因此，我們給予其‘短線買進’評級，目標價為3令吉82仙。”（星洲日報／財經）

Posted by erkongseng > 2015-03-23 19:51 | Report Abuse

[转帖] 闲谈《到底magni替什么品牌代工》- 闲谈股市，理财篇
Author: Tan KW | Publish date: Sat, 7 Dec 2013, 05:07 PM

闲谈股市，理财篇

magni透过子公司south island garment sdn bhd 进军大马和越南成衣业

在越南，south island garment sdb bhd是和viettien 合作

south island garment sdn bhd，代工对象如下：
75%是Nike
25%是Columbia Sportswear

viettien是越南最大的成衣业，代工对象如下：
US (40%): Perry Ellis, Target, Nike, Adidas, Columbia, Dockers, Levi's, A&F.
EU (35%): Nike, Adidas, Zara, Liz Claireborne.
JA (20%): Uniglo (Mitsubishi), Mitsui, Itochu

以下是2012年，nike代工厂家 的名单
在这名单里，你可以找到south island garment sdn bhd，viettien，还有honway apparel(prlexus的子公司)
http://www.mkma.org/Weekly%20News/Highlights/4212NikeWorldwideApparelSuppliers.pdf

预知更多详情，可浏览以下的链接：
http://www.cottonusasupplychain.com/member-mills?millid=258
http://www.cottonusasupplychain.com/member-mills?millid=115
http://www.fibre2fashion.com/news/company-news/viet-tien-garment/newsdetails.aspx?news_id=41180

共勉之

Posted by CrossSymbol > 2015-03-26 16:17 | Report Abuse

Nice show today!

Posted by veln82k6 > 2015-03-26 22:51 | Report Abuse

Yahoo.....gogogo

Posted by chshzhd > 2015-03-27 00:08 | Report Abuse

good

Posted by yfchong > 2015-03-27 08:41 | Report Abuse

Congrats to all members here...,

Posted by yfchong > 2015-04-02 08:10 | Report Abuse

macam mana boss dapat beli 2.78...,

Posted by yauyau57 > 2015-04-02 09:57 | Report Abuse

Bought not in open market

Posted by Probability > 2015-04-02 19:02 | Report Abuse

$$ Magnet...

Posted by tradeup2020 > 2015-04-02 21:50 | Report Abuse

im still under water, come on up..!

Posted by Probability > 2015-04-13 17:08 | Report Abuse

pebbles getting cleared...big sweep coming?

Posted by chshzhd > 2015-04-13 22:40 | Report Abuse

yes!

Posted by nifong > 2015-04-15 08:18 | Report Abuse

it's coming to rise soon.

Posted by Probability > 2015-04-15 23:42 | Report Abuse

just need a little patience

Posted by vincent829 > 2015-04-19 15:13 | Report Abuse

buying at 3.20 for long term (1-2years), no brainer right? just buy it?

Posted by chshzhd > 2015-04-21 17:47 | Report Abuse

3.20 buy

Posted by m00077 > 2015-04-26 13:17 | Report Abuse

Expect earning per share(ESP) > 40 sen. Based on EPS, this counter should be >RM4.00. I bought at RM3.20 average.

Posted by chshzhd > 2015-05-13 14:19 | Report Abuse

good counter.

Posted by samcghee > 2015-05-13 16:13 | Report Abuse

super good stock and good dividen stock.

Posted by unknown > 2015-05-14 22:18 | Report Abuse

"money" still one of the best investment grade counter after all

Posted by chshzhd > 2015-05-16 14:29 | Report Abuse

good "money"

Posted by Vaylens Chong > 2015-05-16 14:47 | Report Abuse

good "美女"

Posted by chshzhd > 2015-06-02 17:27 | Report Abuse

rise soon...:)

Posted by chshzhd > 2015-06-08 21:40 | Report Abuse

good result expected...around the corner..

Posted by chshzhd > 2015-06-09 21:17 | Report Abuse

keep rising...

Posted by Wowalk > 2015-06-10 13:21 | Report Abuse

today higest 3.67

Posted by Probability > 2015-06-10 13:52 | Report Abuse

strangely very low selling que..
Latitude Deja Vu..

Posted by gnail > 2015-06-10 15:36 | Report Abuse

here comes slowly the rise of magni-tech

Posted by ccs999 > 2015-06-10 19:08 | Report Abuse

wondering why so many seller after 4pm

Posted by Unbeatable Nick > 2015-06-10 19:12 | Report Abuse

got hammer, doji and shooting star at the top, tomorrow "may be" down trend

Posted by ccs999 > 2015-06-10 19:13 | Report Abuse

any reason why nick so many seller? bad report?

Posted by Unbeatable Nick > 2015-06-10 19:31 | Report Abuse

i dunno ccs, just based on my little knowledge of TA, it could go up, who knows?!

Posted by ccs999 > 2015-06-10 19:39 | Report Abuse

nice thanks Nick, keep in touch here and chat tomoro

Posted by coolio > 2015-06-10 23:44 | Report Abuse

Still have plenty MOS....

Discount Cash Flow Analysis
Valuation on MAGNI


Table 1.1:
Current stock price $3.52
Share outstanding (Mil) 108488
This year FCF (3 years Avg) $31,199
Next year's FCF (mil) $32,759
Growth for the next 5 and 10 years 5.0%
Teminal growth rate, g 3.00%
Discount rate, R 10.0%

Table 1.2: DCFA
PV of FCFF of core operations $532,000
Non-operating cash $71,268
Investment in Properties $0
Investment Securities $24,464
Debts $0
PV of FCFE $627,732
Less minority interest ($35) 0.01%
FCFE $627,697
Number of shares 108488
FCF per share $5.79 64%
MOS 39%


Fair Value is RM5.79, potential gain of 64% from current price