【TECHBASE 8966 交流专区】（前名 PRLEXUS）

wwcy

Announcement Date	Financial Year	Quarter Number	Financial Quarter	Revenue (RM,000)	Profit Before Tax (RM,000)	Net Profit (RM,000)	Earning Per Share (Cent)	Dividend (Cent)	NTA (RM)
26/03/2013	31/07/2013	2	31/01/2013	64,046	5,766	4,889	13.96	0.00	2.060
21/12/2012	31/07/2013	1	31/10/2012	49,300	4,145	3,419	9.27	0.00	1.790
25/09/2012	31/07/2012	4	31/07/2012	49,757	2,028	2,041	5.50	0.00	1.670
26/06/2012	31/07/2012	3	30/04/2012	44,630	2,910	2,575	6.98	0.00	1.600
30/03/2012	31/07/2012	2	31/01/2012	48,481	3,578	2,927	8.04	0.00	1.540
16/12/2011	31/07/2012	1	31/10/2011	46,671	2,105	1,866	5.12	0.00	1.440

Date	Financial Year	Ex-Date	Entitlement Date	Payment Date	Entitlement Type	Dividend (Cent)	Dividend (%)
04/01/2013	31/07/2012	04/01/2013	08/01/2013	29/01/2013	First and Final Dividend (Amended)	3.000	0.00
08/11/2006	31/07/2006	27/12/2006	29/12/2006	18/01/2007	First and Final Dividend	1.000	0.00
08/11/2005	31/07/2005	28/12/2005	30/12/2005	18/01/2006	First and Final Dividend (Amended)	1.000	0.00
07/11/2005	31/07/2005	29/12/2005	31/12/2005	18/01/2006	First and Final Dividend	1.000	0.00

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=P&securityCode=8966

公司官网：http://www.prolexus.com.my/

今天，马股跌8.23点，很多二三线股都跌到不像样。

余光成兄介绍的东南通运【TNLOGIS】却创下今年来最高价。

除了东南通运外，还有另外一家在过去几年积极内部整顿和重组的公司，也创下今年来最高价，那就是宝翔【PRLEXUS】。

目前本益比【PE】才4.58，历史上最高价是RM6.65，不过那是16年前的事了。

营业额从2010年开始逐步上扬。

我在这篇文章宝翔【PRLEXUS】手中线，你我身上衣有写到，早期宝翔是间亏损的公司。

可是2009年后，其净利走势，有目共睹。

2012年，成为劲现金公司。

当马来西亚的业务稳定后，宝翔在2010年10月，将业务扩展到中国去。

在中国江苏设立鸿葳服装苏扬公司【Honways Apparel Shuyang Limited】。

鸿葳服装苏扬公司主要涉及缝制与销售服装，它的注冊资本为300万美元，宝翔持有64%的股份。

其他股份由原料供应商和一个在服装业拥有40多年经验的台湾商人所持有。

刚开始的时候，员工人数为160名，2011年增加至520名，2012年则在增加至770名。

目前，员工人数已经接近1000人。

这项投资，在2011年的财政年度，尚亏损160万令吉。

然而到了2012年，则有10万令吉的净利了。

而2013年上半年，估计将会有250万令吉的净利。

目前，该厂房主要是为耐克【NIKE】生产运动服装。

下图显示了耐克过去24年的营业额。

未来两年估计宝翔将会继续享有低的税率，因为之前累积了大量的亏损和资本津贴。

（扬帆启航 供 乐投资 专稿，转载请注明！)

http://www.leinvest.com/ch/bao-xiang-prlexus-in-the-hands-of-the-treasure-hidden.html#.Ubf3lNKegzM

vincychong

夷？你还在这边讲-宝翔【PRLEXUS啊?
那位余大？

wwcy

vincychong 发表于 12-6-2013 08:05 PM
夷？你还在这边讲-宝翔【PRLEXUS啊?
你那位余大赌性大发料！
他昨天放话，说他会坐着 tnlogic 上 gentin ...

你認錯人了吧? 我不認識你
純粹只是資訊分享.

icy97

或保留現金擴充產能‧寶翔派高息幾率不大

熱股評析  2013-06-17 17:25
（吉隆坡17日訊）寶翔控股（PRLEXUS，8966，主板消費品組）歷經多年重組成功扭轉乾坤，並開始將業務焦點從國內擴展至中國等海外市場，分析員相信公司現將保留現金擴充產能來滿足日趨增加的訂單需求，料派發高股息幾率不大。

注重擴展中國等海外市場

興業研究表示，在經過多年內部重組努力下，寶翔控股業務已成功扭轉乾坤，公司盈利從2009財政年開始轉強，2012財政年和2013財政年首半年核心盈利為800萬令吉和800萬令吉。

“我們預期公司2013財政年盈利將達到1千300萬令吉，主要是盈利料尾隨耐克（Nike）銷售表現變動，而集團資產負債表也不斷改善，今年1月杪集團淨現金3千零60萬令吉，相比2007財政年則為淨負債3千640萬令吉。”

業務表現方面，寶翔控股國內業務近年相對穩定和持續獲利，開始積極將服飾業務擴展至中國。

該公司在2010年10月與兩家原料供應商和台商在江蘇成立64%子公司Honways國際有限公司，規模從初期得160名雇員擴大至現有約1千名，而業績表現更是從2011財政年淨虧損160萬令吉改善之2013財政年首半年的約250萬令吉淨利。

興業研究說，雖然寶翔控股在大馬擁有額外機械產能，但公司在去年仍面對雇用紡織工人困難的問題，而隨著政府允許公司增聘額外400名員工，大馬業務有望帶來更好的盈利表現。

中國新廠明年運作

“中國方面，隨著訂單不斷增加，寶翔控股已設立新廠Yu Xiang工業，預期在2014財政年開始投入使用，初期員工數量料為120人，最終規模將於江蘇工廠的1千名員工相符。”

目前，寶翔控股當務之急是保留更多現金來進行產能擴充，以滿足日趨增加的訂單數量，而除了中國和大馬外，管理層也認真考慮薪酬架構較低的柬埔寨為下個設廠地點，預期高派息幾率不高。

其他業務表現方面，寶翔控股48%子公司HiQ媒體是國內唯一的發光二極體（LED）數碼家外媒体（Out Of Home）網絡，現在全國12個地點設有廣告業務，估計每單一站點將可創造最少3萬9千個曝光率。

該業務在2007財政年錄得超過100萬令吉淨虧損，但2012財政年已成功轉虧為盈，錄得約160萬令吉淨利，歸功於內部重組和採納包括第三方擁有LED屏幕等新業務模式來降低營運成本，相信未來將可為寶翔控股帶來穩定盈利。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/04/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/04/2013	30/04/2012	30/04/2013	30/04/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	46,895	44,630	160,241	139,782
2	Profit/(loss) before tax	2,810	2,910	12,721	8,593
3	Profit/(loss) for the period	2,777	2,760	12,226	8,193
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,708	2,575	11,016	7,368
5	Basic earnings/(loss) per share (Subunit)	7.35	6.98	29.88	19.98
6	Proposed/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
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1200		1.8300

slash87

最佳入场价 1.60 ～～～

simonhan1982

现在是1.91.....可以进吗????

icy97

宝翔股票1拆2

财经新闻 财经  2013-07-27 12:46
（吉隆坡26日讯）宝翔（PRLEXUS，8966，主板消费产品股）献议股票分拆，将每股面值1令吉普通股拆为2股。

根据文告，为了提高在市场的流通量，并借此降低投资成本，以吸引更广泛投资者，宝翔献议1拆2股票分拆活动，将普通股拆至每股面值50仙，享有权益日则将另行通知。

献议ESOS

同时，宝翔也献议建立雇员认股权计划（ESOS），所发行的新股将不得超过缴足股本的15%，借此奖励公司雇员。

宝翔指出，在完成股票分拆和完全行驶雇员认股权之后，公司的缴足股本将从当前的3686万7300股或同等价值，扩大至8479万4790股，相等于4239万7395令吉。

完成股票分拆后，每股盈利也将随之变化，若根据截至2012年7月31日的缴足股本来计算，分拆后的每股盈利将从27.90仙，调整至13.95仙。[南洋网财经]

PROLEXUS BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	PROLEXUS BERHAD (“PROLEXUS” OR THE “COMPANY”) (I)        PROPOSED SHARE SPLIT INVOLVING THE SUBDIVISION OF EVERY ONE (1) EXISTING ORDINARY SHARE OF RM1.00 EACH IN PROLEXUS INTO TWO (2) ORDINARY SHARES OF RM0.50 EACH IN PROLEXUS AT AN ENTITLEMENT DATE TO BE DETERMINED LATER (“PROPOSED SHARE SPLIT”); (II)        PROPOSED AMENDMENTS TO THE MEMORANDUM AND ARTICLES OF ASSOCIATION OF PROLEXUS (“PROPOSED AMENDMENTS”); AND (III)        PROPOSED ESTABLISHMENT OF AN EMPLOYEES’ SHARE OPTION SCHEME FOR THE ELIGIBLE DIRECTORS AND EMPLOYEES OF PROLEXUS AND ITS SUBSIDIARIES (EXCLUDING DORMANT COMPANIES) (“PROPOSED ESOS”). (COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)
On behalf of the Board of Directors of Prolexus, RHB Investment Bank Berhad is pleased to announce that Prolexus is proposing to undertake the following exercises: (i) Proposed Share Split; (ii) Proposed Amendments; and (iii) Proposed ESOS.

Attachments Prolexus Berhad - 20130726.pdf

icy97

PROLEXUS BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROLEXUS BERHAD (“Prolexus” or the “Company”) - Purchase of Property by Honsin Apparel Sdn. Bhd., a wholly-owned subsidiary of Prolexus
The Board of Directors of Prolexus is pleased to announce that on 30 July 2013, Honsin Apparel Sdn. Bhd. (“Honsin”), a wholly-owned subsidiary of Prolexus had entered into a Sale & Purchase Agreement (“SPA”) with A & G Development Sdn. Bhd. (Company No. 224461-V), a company incorporated in Malaysia with its registered office at No. 5, Jalan Dedap 23, Taman Johor Jaya, 81100 Johor Bahru, Johor (“the Vendor/Developer”) and Gan Ah Kow @ Gan Sung Chet (NRIC No. 540605-06-5067) and Lew Mee Ngo (NRIC No. 550706-01-5850) of No. 18, Jalan Angsana, Kebun Teh Park, 80250 Johor Bahru, Johor (collectively “the Proprietor”) for the purchase of all that piece of land held under HS(M) 5216 PTD 11249 in the Mukim of Jeram Batu, District of Pontian, State of Johor measuring approximately 3827.3 square metres together with a single storey detached factory with a double storey office erected thereon (“the Property”) for a total consideration of RM5,550,000.00 (“the purchase consideration”) [“Acquisition”]. This announcement is dated 31 July 2013.

Attachments Announcement - Honsin acq of Property 2013 - V2.docx

icy97

寶翔該套利？

投資致富  2013-08-11 19:17

阿福問：
我日前以每股1令吉60仙買進寶翔控股（PRLEXUS，8966，主板消費品組）2萬5千股。目前該股約為2令吉，我打算套利，但朋友卻叫我多等幾個月才賣，因為此股至少值3令吉。此股的合理價究竟是多少？我該不該賣掉？

答：
寶翔控股截至4月30日首9個月淨利增長49.51%至1千101萬6千令吉，歸功於服裝業務大增，抵銷最低薪金制及中國子公司的啟動成本。

該公司於今年初在中國成立新子公司，藉此擴展當地服裝製造和銷售業務，預計今年第三季開始運作。

分析員指出，該公司歷經多年重組後成功扭轉劣勢，並開始將業務焦點從國內擴展至中國等海外市場，預計今年可寫下1千300萬令吉盈利。

不過，由於寶翔控股將保留現金擴充產能來應付日益增加的訂單需求，加上管理層考慮在薪酬架構較低的柬埔寨設廠，因而派發高股息的幾率不大。

其他業務方面，48%子公司HiQ媒體是國內唯一的發光二極體（LED）數碼家外媒体網絡，於全國12個地點設有廣告業務。

目前該公司手持2千650萬6千令吉現金，相比2007卻則淨負債3千640萬令吉。（星洲日報／投資致富‧投資問診室）

icy97

PROLEXUS BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROLEXUS BERHAD (“Prolexus” or the “Company”) - Purchase of Land by Novel Realty Sdn Bhd, a wholly-owned subsidiary of Prolexus
The Board of Directors of Prolexus is pleased to announce that on 02 September 2013, Novel Realty Sdn Bhd (“Novel Realty”), a wholly-owned subsidiary of Prolexus had entered into a Sale & Purchase Agreement (“SPA”) with Messrs. Chang Chin Siang (Sing) [NRIC No. 310111-01-5269], Teow Kim Kang @ Chang Chin Kuang [NRIC No. 410521-01-5251] and Teo Han Keng [NRIC No. 570208-01-6103] to purchase all that piece of vacant land located at Kampung Pok Kechil Tanjung Kupang and held under GM 16 Lot 1606 in the Mukim of Tanjung Kupang, District of Johor Bahru, State of Johor Darul Takzim measuring approximately 277,422.75 square feet (6.36875 acres) for a total consideration of RM8,322,682.50 (“Purchase Price”) [“Acquisition”]. Further details as per attached file. This announcement is dated 02 September 2013.

Attachments Announcement - Novel Realty.pdf

icy97

PROLEXUS BERHAD

EX-date	17/09/2013
Entitlement date	19/09/2013
Entitlement time	05:00:00 PM
Entitlement subject	Others
Entitlement description	Share split involving the subdivision of every one (1) existing ordinary share of RM1.00 each in Prolexus Berhad ("Prolexus") into two (2) ordinary shares of RM0.50 each ("Subdivided Prolexus Shares") in Prolexus("Share Split").
Period of interest payment	to
Financial Year End
Share transfer book & register of members will be	19/09/2013 to 19/09/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn. Bhd. Lot 10 The Highway Centre, Jalan 51/205 46050 Petaling Jaya Selangor Darul Ehsan Tel : 03-7784 3922
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	19/09/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
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 indicator	Ratio
Ratio	2 : 1

icy97

PROLEXUS BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROLEXUS BERHAD (“Prolexus” or the “Company”) - Purchase of Land by Novel Realty Sdn Bhd, a wholly-owned subsidiary of Prolexus
We refer to our earlier announcement made on 02 September 2013. The Board of Directors of Prolexus wishes to announce the following additional information:- There is no market valuation carried out on all that piece of vacant agricultural land located at Kampung Pok Kechil Tanjung Kupang and held under GM 16 Lot 1606 in the Mukim of Tanjung Kupang, District of Johor Bahru, State of Johor Darul Takzim measuring approximately 277,422.75 square feet (sf) (6.36875 acres) (“Land”).The Purchase Price was arrived at approximately RM30 per square foot (sf). The Land is situated within South-West of Iskandar Malaysia which is 20 minutes drive to Nusajaya, 10 minutes drive to Singapore Exit via 2nd Link Expressway and 5 minutes drive to Tanjung Pelepas. The demand of land within the vicinity has been more than encouraging mainly attributed to the catalytic Nusajaya developments namely Kota Iskandar, Legoland and Puteri Harbour Waterfront. Based on researches (Sector Focus - Iskandar Malaysia), the average prices of transactions in industrial land within the vicinity was RM40 per sf vs RM24 per sf in 2009. In addition to its locality and the accessibility, other relevant factor was of the Land is under the zoning of residential land under the Comprehensive Development Plan of Iskandar Malaysia, which seen as added advantage to the positive investment of the Land. This announcement is dated 04 September 2013.

icy97

PROLEXUS BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	PROLEXUS BERHAD (“PROLEXUS” OR THE “COMPANY”) (I)        SHARE SPLIT INVOLVING THE SUBDIVISION OF EVERY ONE (1) EXISTING ORDINARY SHARE OF RM1.00 EACH IN PROLEXUS INTO TWO (2) ORDINARY SHARES OF RM0.50 EACH IN PROLEXUS AT AN ENTITLEMENT DATE TO BE DETERMINED LATER (“SHARE SPLIT”); (II)        AMENDMENTS TO THE MEMORANDUM AND ARTICLES OF ASSOCIATION OF PROLEXUS (“AMENDMENTS”); AND (III)        ESTABLISHMENT OF AN EMPLOYEES’ SHARE OPTION SCHEME FOR THE ELIGIBLE DIRECTORS AND EMPLOYEES OF PROLEXUS AND ITS SUBSIDIARIES (EXCLUDING DORMANT COMPANIES) (“ESOS”). (COLLECTIVELY REFERRED TO AS THE “PROPOSALS”).
We refer to the Company's announcements dated 26 July 2013, 30 July 2013, 6 August 2013, 13 August 2013 and 4 September 2013 made by RHB Investment Bank Berhad ("RHB Investment Bank") on behalf of the Board of Directors of Prolexus ("Board") in relation to the Proposals. On behalf of the Board, RHB Investment Bank wishes to announce that based on the entitlement date of 19 September 2013, the number of Subdivided Prolexus Shares to be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad on 20 September 2013 is 80,000,000 Subdivided Prolexus Shares pursuant to the Share Split. The above will take effect from 9:00 a.m. on Friday, 20 September 2013, being the next market day immediately after the entitlement date for the Share Split on Thursday, 19 September 2013. This announcement is dated 19 September 2013.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/07/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/07/2013	31/07/2012	31/07/2013	31/07/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	75,304	49,757	235,545	189,498
2	Profit/(loss) before tax	6,648	2,028	19,369	10,568
3	Profit/(loss) for the period	4,826	2,502	17,052	10,836
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,306	2,041	15,322	9,961
5	Basic earnings/(loss) per share (Subunit)	11.68	5.54	41.56	27.02
6	Proposed/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
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.2700		1.8300

vincychong

多空一线：宝翔反弹上挑RM1.28
股市 多空一线  2013-09-28 12:25
http://www.nanyang.com.my/node/567425?tid=704

宝翔（Prlexus，8966，主板消费产品股）于9月27日闭市时反弹了。它于闭市时收1.12令吉，按日涨6仙或5.66%。

宝翔的60钟线图表走势于9月27日间的交投趋势突破它的短线顶头阻力线（B1:B3）后持续爬升了。

它的60分钟线平滑异同移动均线指标（MACD）于9月27日间的反弹交投走势已告转强。

它继续处于“0”支撑线下波动，宝翔的后市的交投走势料会出现一段巩固反弹趋势。

宝翔60分钟线图表走势于9月30日间将会显现一段持续性反弹趋势中，或会上挑1.13-1.28令吉关口。

本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。

文：敏源 （技术分析教父）

icy97

PROLEXUS BERHAD

EX-date	13/12/2013
Entitlement date	17/12/2013
Entitlement time	04:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	2 sen per ordinary share, less income tax of 25%, for the financial year ended 31 July 2013
Period of interest payment	to
Financial Year End	31/07/2013
Share transfer book & register of members will be	to closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn. Bhd.of Lot 10, The Highway Centre, Jalan 51/205, 46050 Petaling Jaya, Selangor (Tel No. 03-7784 3922)
Payment date	30/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	17/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
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 indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.02

icy97

PROLEXUS BERHAD

EX-date	13/12/2013
Entitlement date	17/12/2013
Entitlement time	04:00:00 PM
Entitlement subject	Special Dividend
Entitlement description	A special tax exempt dividend of 1 sen per share for the financial year ended 31 July 2013
Period of interest payment	to
Financial Year End	31/07/2013
Share transfer book & register of members will be	to closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn. Bhd.of Lot 10, The Highway Centre, Jalan 51/205, 46050 Petaling Jaya, Selangor (Tel No. 03-7784 3922)
Payment date	30/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	17/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
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 indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.01

Type	Announcement
Subject	OTHERS
Description	PROLEXUS BERHAD (“Prolexus” or “the Company”) REASON FOR VARIATION ON THE RATE OF DIVIDEND DECLARED COMPARED FOR THE CORRESPONDING PERIOD IN THE PREVIOUS YEAR
The Board of Prolexus is pleased to recommend a First and Final Franked Dividend of 2 sen per ordinary share of RM0.50 each less income tax of 25% and a Special Tax Exempt Dividend of 1 sen per ordinary share of RM0.50 each for the financial year ended 31 July 2013, which is higher than the rate of dividend declared for the corresponding period in the financial year ended 31 July 2012. The proposed dividend is attributed to the encouraging performance of the Group for the financial year ended 31 July 2013.The First and Final Franked Dividend of 2 sen per ordinary share of RM0.50 each, less income tax of 25% and a Special Tax Exempt Dividend of 1 sen per ordinary share of RM0.50 each for the financial year ended 31 July 2013 are subject to shareholders’ approval at the forthcoming annual general meeting of the Company. This announcement is dated 21 October 2013.

残兵之上將潘凤

icy97 发表于 22-10-2013 03:34 AM
PROLEXUS BERHAD

不好意思，即是说有多少股息呢？如果打个例子说10lot

plouffle0789

TAI WAH GARMENTS INDUSTRY SDN. BHD.
Company Information
527 Jalan Kangkar Tebrau
Johor Bahru, Johor, 81100 Malaysia
+60-73340311

原来NIKE的东西是在JOHOR生产的。
http://www.mkma.org/Weekly%20News/Highlights/4212NikeWorldwideApparelSuppliers.pdf

闲谈magni旗下的子公司（South Island Garment Sdn. Bhd）

以下是nike world wide supplier的list（2012）
http://www.mkma.org/Weekly%20News/Highlights/4212NikeWorldwideApparelSuppliers.pdf

制造成衣的地点：75%在越南。25%在大马

公司最大买家：75% Nike (US, EU, ASIA), 25% Columbia Sportswear (US)

****在越南，partnership是 Viettien Garment Export and Import Corporation (VTEC)
VTEC在越南是非常大的成衣公司

诺大家有留意nike 代工厂
south island garment是其中一家
而且VTEC在vietnam包办最大（对magni是非常有利）
prolexus的子公司（honway 和honsin）也在list 里面

**就算没有bangladesh火灾事件
有VTEC做靠山，提nike代工
只要nike业绩好，magni的业绩将蒸蒸日上

看点：买入magni，就如看好nike的市场

*这个quater净赚：0.10亿
预计4个quater净赚：0.4亿

目前市值：2.2亿
本益比：5.5
*手头上现金0.58亿

*缺点：大股东之一（tan kok ping）不断在公开市场抛售自家公司的股票

共勉之

硬战（寶翔控股（PRLEXUS，8966，主板消費品組））

导读：明年世界杯即将到来，nike球衣需求也会相对提高
作为nike代工厂的寶翔控股（PRLEXUS，8966，主板消費品組）预计将因此受惠

现价：RM1.13
目标价：RM2
信心指数：70%
投资期限：1年

***寶翔控股（PRLEXUS，8966，主板消費品組）是一家非常优秀的小型成长股
续supermax，latitud后，prlexus也将是个人组合里，第三大主力

投资原因：
1）最新的季报显示，寶翔控股（PRLEXUS，8966，主板消費品組）单季净利为4.3million
诺把prlexus的单季净利全年化，预计prlexus的年净利可突破16million
以目前市值：0.88亿，本益比只有区区的5

2）以纺织业为主的寶翔控股（PRLEXUS，8966，主板消費品組），在国际棉花价格不断下滑，预计制造成本将会降低

3）目前寶翔控股（PRLEXUS，8966，主板消費品組）手上持有28million的现金，而银行贷款只有5million
属于net cash company，诺扣除手上持有的现金
以目前的价格买入prlexus，只需3年回本

4）寶翔控股（PRLEXUS，8966，主板消費品組）旗下中国子公司honway apparel 透过yu xiang industries大量增产
预计下个季度报告，prlexus的净利将会出现出乎预料的高成长

5）寶翔控股（PRLEXUS，8966，主板消費品組）主要客户包括世界排名第一的美国著名运动服饰品牌NIKE，明年就是2014年巴西世界杯，相信全球NIKE球衣销售量也会随之而暴涨，作为nike代工厂，寶翔控股（PRLEXUS，8966，主板消費品組）的管理层也在卖命的寻找更多的裁缝师以应对日益增长的订单。

6）寶翔控股（PRLEXUS，8966，主板消費品組）下个季度报告预计会在12月20号公布，这将会是决定prlexus未来股价走势
但个人相信，在世界杯前夕，寶翔控股（PRLEXUS，8966，主板消費品組）的业绩依然会很有看头

*更多关于中国纺织业，迟些会上载和大家分享

后语：低本益比，高成长，净现金，又有股息，那么好的公司，怎么估值会如此廉宜？
难道又是市场先生犯了错？

切忌：每场硬战，丐帮最多只会投入不超过10%的资金
所以大家别因为这个pages介绍，而不顾后果，大量买入。
凡是要投资（PROLEXUS BERHAD，股票代号8966）的投资者，必须自己做功课。

共勉之

摘自：闲谈股市，理财篇

1.240 (+0.110)起了起了！！！！