Posted by alexchua > 2015-07-15 16:28 | Report Abuse

got buy back some mar ? Lol

Posted by madguy > 2015-07-19 03:21 | Report Abuse

this stock how is it USD related ??

Posted by CCCL > 2015-07-21 19:39 | Report Abuse

I believe lexus can fly!!!

Posted by goldenluck16 > 2015-07-23 10:35 | Report Abuse

Top 10 performer in KLSE for the last 3 years. A hidden gem.

Posted by alexchua > 2015-07-23 11:14 | Report Abuse

too delicious ady this stock.

Posted by CCCL > 2015-07-23 20:23 | Report Abuse

Lexus still got extra miles !!!

Posted by CCCL > 2015-07-24 20:41 | Report Abuse

Next gear 2.88!!!

Posted by char1234 > 2015-07-27 09:25 | Report Abuse

Another new high...

Posted by HolySh1t > 2015-07-27 14:10 | Report Abuse

too high now scare to buy

Posted by Equityengineer > 2015-07-27 19:55 | Report Abuse

to date, our revenue exceeds US$45 million per annum and our growing clients list speaks of established names such as Nike, Oshkosh, Armour, ASICS, Gear for Sports, Champion, Fila, KRU, Disney, Umbro, Saks Inc, Parisian

Posted by alexchua > 2015-07-28 08:44 | Report Abuse

great stock worth for waiting. congratz guys.

Posted by char1234 > 2015-07-28 08:48 | Report Abuse

Usd strength against weaker Ringgit also helped their profit

Posted by kklow77 > 2015-07-28 10:19 | Report Abuse

Equityengineer, u work under prolexus?

Posted by Equityengineer > 2015-07-28 11:26 | Report Abuse

No la... I am not .... But prkexus is a gem to invest.., quite high sensitivity to USD exchange rate ... Wait till fed rise the rate , will explode... BNM just step in to hold exchange rate as for now, but dollar bullishness will take its own course ...

Posted by alexchua > 2015-07-28 16:33 | Report Abuse

effect of changing cabinet? haha

Posted by JoeDelouis > 2015-07-28 21:06 | Report Abuse

dude.. how far this counter TP can go?

Posted by Equityengineer > 2015-07-29 17:05 | Report Abuse

Let's see 2.80 first , TP frim research shows over 3.00

Posted by JoeDelouis > 2015-07-29 19:50 | Report Abuse

Ya, expecting tomorrow will be shoot up!

Posted by Equityengineer > 2015-07-30 12:46 | Report Abuse

hopefully performs well

Posted by erkongseng > 2015-08-02 18:00 | Report Abuse

prlexus 8966 宝翔控股 RM2.60 買入之原因--

1)公司于6月公布的Q3， 2015 业绩不错，赚了 209万，Eps=1.95sen ,nta=rm0.97
估计Q4 可赚521万(EPS=4.5SEN),则全年可赚1961万(EPS=20SEN)
现RM2.60只是PE=13倍 在交易,明显被低估了,合理的PE=15,价位=RM3.00
2)于30-04-2015 prlexus 的债务为1037万,公司有CASH 3199万.净现金达2162万
3)于30-04-2015 季報显示,,总股数为117396,000股.(参考;如用此股数计,EPS=16.67SEN)
4)Rm2.60 进入,目标价rm3.00 ,Q4应有1.5sen 股息,加上Q2发出1.5SEN共3SEN,dy约1.15% .
5)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。
6)prlexus 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。
7)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，prlexus会是不错的选择。
8)公司的赚副有6.3% .
9)看好該公司從強勁美元走勢和低原料受惠、資產負債表穩健.
10)冷大師也是PRLEXUS的股东之一,可以看到此股有一定的价值与吸引力.
11)管理层已经决定扩充在中国的厂房，以达到顾客的订单。在纺织业已经很多年了，
我们非常了解这们生意，它的问题，困难，我们的经验提升了我们的竞争力.新产房明年投入运作，NIKE的订单会越来越多.
12)NIKE的品牌就是质量,品质的象征,今日己非常普及化,生活中每天都见到有人穿着NIKE的衣服,因此公司是成功的.
13)建议进8966 rm2.59 ,因为当7087 magni rm6.00 时,8966 prlexus 可达 rm3.50 .

供参考,进出自负.
公司网站;http://www.prolexus.com.my/

Posted by erkongseng > 2015-08-02 18:38 | Report Abuse

转贴--
3月明星股：PRLEXUS (8966)

基本面
* 主要业务为成衣制造。
* 主要客户群包括国际品牌如Nike、Under Armour、Fila、Disney和Asics等等。
* Be Elementz和Bixiz Kids乃公司本身品牌。
* 过往3年业绩稳定成长。
* Net cash同时也拥有强大的retained profit。
* 尽管去年公司面对最低工资法律条规的出现，但Prlexus依然成功透过更优良的生产效率提高了公司的营业利润率。
* 大马著名投资大师冯时能，外号“冷眼”是宝翔30大股东排名第16位。
* 除此之外，30大股东中也有着不少机构投资者，其中包括著名的芬兰 JPMORGAN CHASEBANK。

前景何在？
* 产能不足以迎合庞大的销售量。该公司已经以接近最高产能操作，因此计划在今年内为其大马经营扩充其现约1000缝纫师的劳动力40%，提高到1400人。
* 订单强稳。其客户们已和宝翔分享他们的迅速发展计划，并要宝翔做好准备。
* 该公司40%的人力增长，将提高其马来西亚工厂的生产力至每月接受100万件成衣，初期可为公司带来额外8000万令吉的赚益。
* 公司主要收美元，近期美元强势绝对让它受惠。

技术面
* Immediate Support: RM 1.65
* Immediate Resistance: RM 1.74
* 目前价位处于历史高点，缩量巩固中。

后语
若以目前每股盈利19.3sen为标准、在PE10交易，股价至少值RM 1.90。月份明星股的操作策略主要于筛选出那些有潜能在该月份给予10-20%回酬的股票，而所筛选的股票特质必须是可以让投资者高枕无忧的。月份明星股这点子主要启蒙于Investalk里的高手-植树造林，现实生活中也是位红牌股票经纪人兼Winning System创办人。这次是游击队第一次“玩”月份明星股，但愿操作顺利。

同时近期也可关注：KSL, Homeriz, Teoseng, Myeg, Hohup(严重被低估）

共勉之~
http://www.jbtalks.cc/thread-1611775-1-1.html

Posted by erkongseng > 2015-08-03 16:11 | Report Abuse

全力加码8966 rm 2.60 ,希望你的眼光看见幸福的未来,哈哈！

Posted by erkongseng > 2015-08-04 16:06 | Report Abuse

prlexus是很有竞争优势的制衣厂,在大马和magni是市场的效效者,因为主要是为美商nike代工,
主要71%市场是美国,14%是欧洲,另外15%在其他国家,因此很有前途,名牌货一般都有很好的销量和市佔率,
因对象为中上收入,经验好坏影响相对小,老板己有一系列的扩充计昼,对長期投资者很有吸引力,我看好台湾商的
经营与管理效益,正所谓不是猛龙不过江呀,如latitud,wellcal,uchitec 都是台商,成绩出色,prlexus 的老板善于
使資本增值,因此我乐观看待2020年的10亿市值目标.
老板之前说了,2020年公司市值达 10 亿,果真如此,買入不用賣了,收到2020 年,简单计算～10 亿/117396,000 股,每股为rm8.51 ,若不拆股与分红股,股价走势为 2015 年8月的股价rm 2.60 ,2016年rm3.50 ,2017年rm4.80 ,2018年rm6.00 ,2019 年rm7.20 ,2020 年rm8.51 ,哈哈！看看就好！

Posted by erkongseng > 2015-08-04 17:14 | Report Abuse

Source : RHB-OSK
Stock : PRLEXUS Price Target : 3.15 | Price Call : TRADING BUY
Last Price : 2.59 | Upside/Downside : +0.56 (21.62%)



Back

Last month, the 30-stock FBMKLCI managed to reverse its downtrend with a technical rebound on the last day of the month to clinch a 1.0% MoM gain despite concerns arising from a cabinet reshuffling, ringgit hitting a low of RM3.83, and the on-going 1MDB saga. Going forward, the market is expected to range-bound within 1,685-1,750 in the near term while awaiting fresh catalysts. As we are entering the 2QCY15 reporting season, we believe attention will again revert to quarterly corporate results, more so as the current reporting quarter is the first full quarter post-GST implementation. Meanwhile, our OR tracker portfolio also moved in tandem with the benchmark index, capturing a MoM growth of 3.1% last month. The portfolio’s total return continues to beat the market on both YTD basis (11.3% vs. -0.69%) as well as since its inception (28.8% vs. 14.9%).

Four Trading Buys. In July, we kept our idea momentum in full force and released a total of seven OR reports, including three new trading ideas (PWROOT TP: RM2.58, PRLEXUS, TP: RM3.15 and SUNCON, TP: RM1.40), one upgraded call (SASBADI, TP: RM2.68) and two NOT-RATED pieces (FIAMMA and FAVCO). We added two consumer stocks, namely PWROOT and PRLEXUS into our OR tracker list due to their attractive valuations and solid business fundamentals, catering for investors seeking exposure to defensive and resilience sectors. Similarly, we have upgraded SASBABI to TRADING BUY from NOT-RATED with TP of RM2.68 on the back of its stable EBITDA margins of c.25% and favourable earnings growth prospect of 14%- 29% for FY15-FY16. On the other hand, we decided to Take Profit on PIE which, in our view, was trading in line with the industry average valuation and bagged a gain of c.45% within two years.
http://klse.i3investor.com/servlets/ptres/31499.jsp

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

以下借用chonghai 兄之前的分享--
REVENUE 的猜测
Q1 Q2 Q3 Q4
2011 38,735 44,703 43,187 57,172
2012 46,671 48,481 44,630 49,757
2013 49,300 64,046 46,895 75,304
2014 66,560 84,491 53,345 89,717
2015 79,703 83,913 66,733 ?

过去5年， PROLEXUS Q4 都是全年最高--


Q1+Q2+Q3=EPS=15.5 SEN
Q4 相信和Q2相差不远,取EPS=6.5SEN ,
全年为 EPS=22SEN ,现RM2.59 交易 PE才11.7 倍 ,很值得哦.
PE=15 ,股价=RM3.30
参考一下.

Posted by kklow77 > 2015-08-04 18:17 | Report Abuse

赞

Posted by Inve3tor > 2015-08-04 22:24 | Report Abuse

when gonna be break TP 3?

Posted by erkongseng > 2015-08-05 08:34 | Report Abuse

this year 2015 年肯定破 rm3。00

Posted by kklow77 > 2015-08-06 00:29 | Report Abuse

Waiting

Posted by Inve3tor > 2015-08-06 08:31 | Report Abuse

up up up

Posted by erkongseng > 2015-08-06 17:42 | Report Abuse

区区rm 2.60就可参与nike 的成長,品牌价值,很值得,去看看nike 的股价,每股美金百一多(116),哈哈！
prlexus多过60%的订单来自NIKE, NIKE非常挑剔。要达到他们的标准并不简单。但公司一直都能让他们满意，
公司和nike的关系良好。只要全球经济改善,我们将受惠于NIKE。


http://finance.yahoo.com/q/is?s=NKE
http://investors.nikeinc.com/.../Quarterly.../default.aspx
http://www.theedgemarkets.com/en ... 6&exchange=KLSE

Posted by alexchua > 2015-08-10 10:22 | Report Abuse

discount again. dare to catch the discount price?

Posted by red_85 > 2015-08-10 16:07 | Report Abuse

erkongseng, where are you? sold already?

Posted by CCCL > 2015-08-11 23:01 | Report Abuse

Positive side from RMB devaluation. Prlexus huat ah!

Posted by Inve3tor > 2015-08-11 23:35 | Report Abuse

Y said that?

Posted by CCCL > 2015-08-12 07:15 | Report Abuse

Inve3tor, increase profit from China factory.

Posted by Inve3tor > 2015-08-12 08:12 | Report Abuse

Oo.RMB devaluation but how can increase the profit if they trade in RMB or how can help the profit? ( dude, I'm newbie)

Posted by Inve3tor > 2015-08-12 22:04 | Report Abuse

omg.. may i know this counter is export and take USD?

Posted by TengkuFaisal > 2015-08-12 22:07 | Report Abuse

1.50 soon

Posted by Equityengineer > 2015-08-12 23:40 | Report Abuse

Yes it's exposed to USD..

Posted by taigor > 2015-08-12 23:50 | Report Abuse

Damn, wanna lari but no volume

Posted by blueberg > 2015-08-13 22:32 | Report Abuse

bullish harami.

Posted by Ting Ley Yiew > 2015-08-15 08:42 | Report Abuse

What is a right price to buy in now.....any comments....tq

Posted by CCCL > 2015-08-15 11:09 | Report Abuse

Price to enter depends on your fear factor. Up fast down fast. Risk = Reward.

Posted by CCCL > 2015-08-15 19:00 | Report Abuse

Director's still buy back during the plunge. Good reason to hold on.....

Posted by Inve3tor > 2015-08-25 22:21 | Report Abuse

price at now 2.08 shall we enter?

Posted by CCCL > 2015-09-09 21:33 | Report Abuse

Qtr result out soon, hmmmm better be good !!! Just like Magni???

Posted by kiselye > 2015-09-10 20:47 | Report Abuse

Yes hope great same as magni

Posted by eht6769 > 2015-09-22 15:56 | Report Abuse

3.0 insider

Posted by sayyestosharkfin > 2015-09-22 18:07 | Report Abuse

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