2013年11月27日星期三

原本不值得一看的 Mflour... RM 1.48

2013 新年之前股票经纪人介绍MFLOUR。 当时研究它的基本面,觉得非常的糟糕,觉得不值得买进。半年后的今天我错了,买股票不一定要买正在赚钱的股票,一时利润下跌,不能马上下定论。

股票下跌也是投资机会。等他公布赚钱的时候才来买几经迟了,股票已经涨了。

Mflour 是季节性的股票。有赚有亏的时候。

后记:waseong (5142)  会不会有同样的情况出现呢?

L&G 置地通用只欠东风

L&G 漂亮的业绩已经出了, 就只欠股息。 就是股息还没公布,它的压力线在 RM 0.37 而 支持线在 RM 0.34。

2013年11月26日星期二

马来西亚汽油股比一比

2013-06-10

Malaysia Petroleum Resources Corp (MPRC) 100 companies

  • SapuraKencana Petroleum Bhd
  • Malaysia Marine and Heavy Engineering Holdings Bhd
  • Dialog Group Bhd
  • Bumi Armada bhd
  • KNM Group Bhd
  • Muhibbah Engineering (M) Bhd
  • Scomi Group Bhd
  • Wah Seong Corp Bhd
  • Yinson Holding Bhd
  • Coastal Contracts Bhd
  • UMW Oil & Gas Corp Bhd

Note: The ranking are based on companies's revenue for the respective years
Source: MPRC

2013年11月25日星期一

未来投资亮点?

庄学勤指出,政府力推的经济转型计划是重点之一,当中有12项国家关键经济领域,包括油气、棕油、保健、教育、农业及大吉隆坡,投资者可从这方面摸索,找出从中受惠的股项。

同时,庄学勤说,备受政府看重的油气业依然是亮眼的领域,可佔较大的投资比重,当然若无买股心水,不妨参考各信托基金主要手持的股项,或许能找到一些头绪。
至於这个时候得避免买进种植股,因为前景依然不明朗,而国內科技股仍未成气候,暂时不在买进的名单中。

http://biz.sinchew.com.my/node/85934

2013年11月23日星期六

Glomac Vs L&G

Glomac 2013 年赚 RM 102.3 million
EPS =14.72,
NAP = 1.12
PE Ratio= 7.89
Dividen(Sen) =6.5
Dividen Yield= 0.06
股价: RM 1.11

L&G 2013 second Quater RM 33.5 million

RM 33.5 x 2 = 我的预测 RM 67 million  ~RM 80 million
股价: RM 0.365

2013年11月22日星期五

Mflour - 大涨潮要来临了

A: 上升有空缺.
B: 旱地拔葱
C: 黄金交叉
D. 2013 年 11 月20 日宣布 派息 6.0 sen , 第一季财政赚 两千九百万(增长237%)


Second interim dividend

MALAYAN FLOUR MILLS BERHAD

EX-date02/12/2013
Entitlement date04/12/2013
Entitlement time05:00:00 PM
Entitlement subjectSecond interim dividend
Entitlement descriptionSecond Interim Dividend of 6.0 sen per ordinary share of RM0.50 each less 25% income tax
Period of interest payment to
Financial Year End31/12/2013
Share transfer book & register of members will be 05/12/2013 to 05/12/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone noSymphony Share Registrars Sdn Bhd
Level 6, Symphony House
Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
Tel: (603) 7841 8000
Payment date 20/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers04/12/2013 
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit02/12/2013 
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicatorCurrency
CurrencyMalaysian Ringgit (MYR)
Entitlement in Currency0.06

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
606,732
538,830
1,673,150
1,507,242
2Profit/(loss) before tax
36,377
17,447
68,581
25,581
3Profit/(loss) for the period
29,019
14,848
54,255
19,172
4Profit/(loss) attributable to ordinary equity holders of the parent
24,899
11,694
43,891
15,308
5Basic earnings/(loss) per share (Subunit)
4.63
2.17
8.15
3.43
6Proposed/Declared dividend per share (Subunit)
6.00
0.00
9.00
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2400
1.1900
Definition of Subunit:

MBSB - 大逃命 有没有希望 ?


还好我的技术分析没有错, 不然亏更多. 
A. 量增价跌
B. 空头时期 

2013年11月13日星期三 : MBSB 卖掉了 好开心

2013年11月20日星期三

L&G 置地通用终于有出头

没有买的,赶快买.
有买的,赶快加码.

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
140,047
50,138
229,961
98,555
2Profit/(loss) before tax
55,868
4,363
85,588
18,012
3Profit/(loss) for the period
41,099
3,228
61,909
13,446
4Profit/(loss) attributable to ordinary equity holders of the parent
23,088
2,225
33,523
9,926
5Basic earnings/(loss) per share (Subunit)
3.86
0.37
5.60
1.66
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
0.7273
0.5466
Definition of Subunit:

2013年11月18日星期一

Sunway 跌势还没站稳,还是想想看

Sunway还没到成交量干旱期 . 跌势还没站稳再看一看.

上週3.9亿美元资金外流
创11週最高
其中大马受到最大打击,上週共有3亿9千200万美元资金外流,创下11週以来最高。泰国则写 下12週以来最高资金退场记录,共有3亿7千800万美元撤离,受风灾衝击的菲律宾,外资撤退反而较为轻微,以及印尼全週共1亿7千500万美元离场,写 下12週以来最高水平,这令人感到意外,因外资自从在年中大举撤离印尼之后,近期已放缓出走的步伐。

外资持续撤离本区域市场,其中马股面对最大卖压,上週每个交易日外资皆为净卖家。分析员表示,儘管大马最新宏观经济表现良好,但由於全球基金在年杪前减少持股,马股在整个11月將进入巩固期,要待12月本地基金入场扶盘才会有看头。
MIDF研究指出,外资在上週大举撤离马股,这和区域趋势一致。外资连续第六周流出大马,总额达到139万令吉,这是继8月最后一週共21亿令吉外资撤离以来的最高水平。
该行表示,在过去6周,总共30亿令吉外资已离开大马股市。相比之下,在上一轮从7月29日至8月6日的连续6周內,总共80亿令吉资金退出马股。
“我们注意到外资撤离的速度加快,在上週的每个交易日都是净卖家。在过去28个交易日中,有26个交易日外资为净卖家。”
在上週三,外资共拋售4亿2千700万令吉的股票,这是今年內第九高的单日沽售纪录。外资曾在8月20日拋售10亿5千万令吉的股票,写下今年最高沽售纪录。
MIDF指出,即使在上週大举售股之后,在2013年进驻马股的外国投资组合资金仍保持在57亿令吉的高水平,今年最高峰时为累积流入188亿令吉。自2011年1月以来,马股的外资累积净流入为213亿令吉或72亿美元。
不过,意外的是上週外资参与率平平,显示了市场呈现严重单向交易,参与率仅有8亿零900万令吉,甚至低於前一週的8亿5千700万令吉。
本地投资机构则连续第六週保持为净买家,共吸纳了12亿令吉的股票。而散户则买进2亿零980万令吉,显示了散户的投资情绪日愈乐观,其参与率也升至12亿令吉,创下近3个月以来最高水平。

2013年11月17日星期日

我对双威 Sunway Berhad 的研究

双威在2012年12月,以4亿1千270万令吉,向依斯干达投资收购努沙再也779英亩的地段后,於2013年1月签署另一项协议,以1亿8千390万令吉,收购300英亩的土地,这些收购將使到双威在依斯干达的土地增至1千858英亩,料將是该地区数一数二的地主。


1. Sunway  所建的产业的地理位置都非常棒。
Sunway Geo Residences, Bandar Sunway
 Sunway Geo Residences, Bandar Sunway 附近有娱乐中心与购物中心,学校(大学,国际学校),医院,BRT Sunway 交通系统完善。
2. 29-11-2013 要公布第三季财政报告。可能有更好的业绩。
3. Quarter Report


4. Year 2012
 Launches RM1.3 billion
Sales RM1.8 billion
Unbilled Sales RM2.5 billion 二十亿
Land Bank 3,861 acres

Date Posted Title Research House Type CBRS Recommendation
25 Oct 2013 11:28PM Joint Develop Sunway Geo Residence with Mitsui Fudosan TA Securities Holding Bhd Update Report Buy
30 Aug 2013 04:03PM Outperformance Driven by Strong Progress Billings TA Securities Holding Bhd Results Report Buy
31 May 2013 04:23PM Strong Unbilled Sales & Order Book Drive Future Profit TA Securities Holding Bhd Results Report
Buy
30 Apr 2013 04:39PM Another Job Win from KLCC TA Securities Holding Bhd Update Report
Sell
20 Mar 2013 04:13PM Bags Contract Worth RM304mn TA Securities Holding Bhd Update Report
Buy

5.
KUALA LUMPUR: The Government of Singapore Investment Corporation Pte Ltd (GIC) disposed of 60 million share of Sunway Bhd on Oct 4.
A filing with Bursa Malaysia showed after the sale of the shares, its stake was reduced to 8.74% or 150.66 million shares.
The sale of the shares was part of the GIC’s portfolio rebalancing.

还会下跌吗?

Sunway Geo Residences, Bandar Sunway
Sunway Geo Residences, Bandar Sunway


  1. Current Project: Sunway Geo Residences
  2. At the end of 2010, the Chairman of both Sunway Holdings Berhad and Sunway City Berhad, Tan Sri Dato’ Seri Dr Jeff rey Cheah, announced that he was seeking to merge both these companies to create a property and construction giant which will have a stronger balance sheet and increased capacity to take on larger landmark projects. With this bold aim in mind and after close to a year of preparation, regulatory approval was fi nally obtained and the new Sunway Berhad was listed on the Main Market of Bursa Malaysia on 23 August 2011.
  3. As at 1 April 2013, the market capitalisation of Sunway stood at approximately RM3.8 billion (circa USD1.2 billion) and is among the top 5 largest property stocks and top 100 largest stocks in Malaysia.
  4. Core businesses of property and Construction
  5. Other businesses like trading and manufacturing, quarry 采矿 and building materials and healthcare.
  6. The indisputable promise of this development, coupled with the construction arm’s ability to secure contracts for construction of key developments in the region, including Legoland, Pinewood Studios and Bio-XCell, have led to Sunway being labelled as a proxy to Iskandar Malaysia’s progress.
  7. 2013-03-13 获颁双威线巴士捷运系统(BRT-Sunway Line)合约,有利该集团在双威镇的长期发展,通过更快捷有效的交通连接,为该区产业带来增值。 
  8. Sunway Resort City, the addition of the BRTSunway Line is timely and strategic and will be a game changer in terms of drawing new population and crowds to Sunway Resort City especially with our promise of “Absolute Accessibility, Seamless Connectivity”. The elevated BRT – Sunway Line, with a total length of approximately 5.4 km, will run from the Setia Jaya KTM station to the to-be-built Kelana Jaya LRT extension line station at USJ 6. The line is expected to have seven halts in total of which three halts are within Sunway Resort City and one of them will be an integrated halt with park and ride facilities. Meanwhile, on both ends of the BRT, halts will be integrated seamlessly to the Setia Jaya KTM station and the USJ 6 LRT station for the convenience of passengers. The management
  9. DISPOSAL OF SUNWAY MEDICAL CENTRE (“SMC”) 31 December 2012
  10. SUNWAY CONSTRUCTION TO BUILD MRT 9 May 2012
  11. Sunway Construction was appointed by MRT Corporation for the construction of package V4 of the MRT viaduct for the Sungai Buloh-Kajang Line for a contract sum of RM1.17 billion. Package V4 comprises a stretch of 6.6 km from Section 17, Petaling Jaya to Semantan. Out of the eight viaduct work packages awarded by MRT Corporation, package V4 is the largest in terms of contract sum. Upon completion of the fi rst phase by December 2016, the MRT is expected to serve a catchment population of 1.2 million people.

2013年11月13日星期三

开始关注 Sunway

要开始研究 Sunway 的基本面了。股价开始下滑。




PE Ratio 超低,EPS 41Sen, Net Profit 有增长。








其他人的研究
1. http://yy-mylifediary.blogspot.com/2013/11/13112013-sunway.html#links

MBSB 卖掉了 好开心

早上 卖掉 了 MBSB RM 2.66. 收市价 RM 2.61。昨晚做的决定和分析是 没有错的。

卖掉的原因有几个。
1. 发放太多 ESOS
2. 下杀有量,卖压涌现的讯号灯。
3. 政府的新房贷政策影响。(大潮流一定跟上,不合政策对做)
4. 价格已经接近高点

2013年11月3日星期日

突放巨量是危险的

突放巨量是指某日成交量突然放大到前日成交量或前一段时间平均成交量的10 倍左右,这是一个不同寻常的现象。突然巨量可能是一天,也可能是几天,但在放量之前的成交量都不大。

突然放量往往是主力进行对敲的结果。另外,在市场出现巨大的利空或利好消息,或股价处于重要的阻力位或支撑位,而同时市场的多,空意见分歧很大时,也容易出现突放巨量。

突然放量常常出现在持续下跌途中或无量横盘中,是主力集中资金诱骗散户跟风的结果。无论其目的是否达到,个股后续的成交量又会陷入过去的常态之中。


突然巨量时,由于消耗主力资金太多,往往个股后期走势也不被市场看好,或需要进入调整周期了

2013年11月2日星期六

YOCB 是时候进场吗? - RM 0.87


感觉有人在推高价格,突放巨量。最近报章财经不断说YOCB 股价被低估

杨忠礼集团或收购联熹电力与资源会成功吗? RM 1.90

《星报》援引消息报导,杨忠礼集团或收购联熹电力与资源(Ranhill Energy and Resources Berhad,简称联熹电力)在柔佛的污水处理厂,并开始就取得柔佛大型的基建项目进行初步洽谈。 详情

在想 会不会成功 收购联熹电力与资源? 翻开了资料有成功例子: 完成收购西拉雅电力