【LBALUM 9326 交流专区】 廖兄弟制铝厂

臥龍先生

SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/04/2007	30/04/2006	30/04/2007	30/04/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	77,722	77,251	315,817	254,799
2		Profit/(loss) before tax	1,547	5,746	15,866	18,150
3		Profit/(loss) for the period	1,805	4,246	13,777	14,789
4		Profit/(loss) attributable to ordinary equity holders of the parent	1,805	4,246	13,777	14,789
5		Basic earnings/(loss) per share (sen)	0.73	1.71	5.54	5.95
6		Proposed/Declared dividend per share (sen)	1.75	3.50	1.75	3.50
					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 (RM)			0.6800	0.6500

Announcement Date	Financial Yr. End	Qtr	Period End	Revenue RM '000	Profit/Lost RM'000	EPS
29-Jun-07	30-Apr-07	4	30-Apr-07	77,722		1,805	0.73
30-Mar-07	30-Apr-07	3	31-Jan-07	87,001		4,475	2.88
12-Dec-06	30-Apr-07	2	31-Oct-06	69,374		4,037	3.25
29-Sep-06	30-Apr-07	1	31-Jul-06	81,720		4,354	3.50

[ 本帖最后由 Mr.Business 于 3-12-2007 05:44 PM 编辑 ]

臥龍先生

Review ofperformance

Turnover for the Group was at almost the same levelas the corresponding quarter in the preceding year.
Although sales volume was slightly lowerduring the quarter under review, this was offset by higher selling prices dueto increase in the costs of raw materials.

However, profit before taxation was substantiallylower due to lower margins and
specificprovision for doubtful debts of RM1,700,000.


Profit after tax was also lower in tandem with theabove.


The Group registered a lower turnover by 10.7%compared to the preceding quarter turnover of RM87.0 million due mainly tolower volume of aluminium extrusion sold.

Profit before tax was also lower by 65.4% compared tothe preceding quarter due to lower volume as well as for the reasonshighlighted in B1 above.




B12
Dividend

The Directors have recommended afirst and final tax exempt dividend of 1.75 sen per share (2006 : 3.5 sen pershare ) based on the paid up share capital of RM124,237,167 comprising of248,474,334 ordinary shares of RM0.50 each (2006 : 124,237,167 ordinary sharesof RM1.00 each) in respect of the Company’s financial year ended 30 April 2007amounting to RM4,348,301 (2006 : RM4,348,295).

The proposed dividend is subjectto the approval of the shareholders at the annual general meeting to be held ona date which shall be announced later.
The date of payment of the dividend and the date for the determinationof dividend entitlement would be announced later.

我感觉应该是开始起动le。 我买一点le。你进le马？

tn728202

之前價錢為什么跌那么厲害的？     

臥龍先生

原帖由 tn728202 于 10-7-2007 01:35 AM 发表
之前價錢為什么跌那么厲害的？     

share splits, 1 對 1 所以股價減半

mywuneng

我也进了一点点，今天的走勢不錯，才开市不久，现在是０。６５５了。

Chiamlh

我也进了 Lbalum-wa 一点点

Mr.Business

有好消息吗？为何LBALUM会起？

江湖

哈哈 最近lb 和leader 都有点收获接近一番， 如果我的主力不是megan, 我看我可以收工了

Mr.Business

哈，那时我看了虎大的帖＜久违了的 8k 投机项目＞，买了一点LBALUM-WA, 买价RM0.20 (split之前)，不知为何一星期后突然冲上RM0.30, 之后就在RM0.30的价钱上下，好爽。
最后我在split之前的RM0.40卖掉了，也开了一番。

哈，我当LBALUM-WA是投机项目，所以没放很多钱进去。。。

江湖

原帖由 Mr.Business 于 10-7-2007 11:05 AM 发表
哈，那时我看了虎大的帖＜久违了的 8k 投机项目＞，买了一点LBALUM-WA, 买价RM0.20 (split之前)，不知为何一星期后突然冲上RM0.30, 之后就在RM0.30的价钱上下，好爽。
最后我在split之前的RM0.40卖掉了，也开了 ...

同感，如果没有绝对的功课和超乐观的心态，
很难赚大钱的

有时我也想我们应该买粒大蛋加几粒小蛋， 还是还买5-6粒一样大小的蛋呢？

Mr.Business

我有对她做研究，就是觉得她的业绩不怎么样 (业绩不坏，却也不差)，所以当成投机项目。那知道市场是不跟我们讲理由的，业绩不怎么样，股价还是可以起很高。

我觉得不管有多少里蛋，少少也要煮几个来吃，宁愿慢点达致目标。。。

windd

看佳礼关于的 LBAlum 的贴三年， 持股两年半，
终于...， 他今天被人大炒了...。

交投量比全年的最高点 还要多一倍！！
三天就涨了接近 ４０％

臥龍先生

    近日，來賓市委常委、常務副市長莫恭明（前排左二）代表市政府與廣東華南銅鋁業有限公司、廣東省廣新外貿集團有限公司、馬來西亞廖兄弟制鋁廠有限公司簽訂了建設新型鋁型材加工項目協議書。市長張少康（後排左三）出席見證簽約儀式，並與客商親切交談。
    廣東華南銅鋁業等3家公司多次到來賓市進行考察調研，認為來賓市具備建設新型鋁型材加工企業的各項條件，決定將原計劃在廣東南海投資的新型鋁型材加工項目轉移至來賓市。（黃光熒 攝）

brandbuster

讓我說說LBALUM的基本面吧.

雖然LB近幾年來的營業額有上升,但由於原料成本高漲,所以他的營利卻不見明顯成長.再加上來自於國內外的競爭,股價和成交量落後大市是有跡可尋的.(這困境和TITAN有點雷同).
至於值不值的投資就要看LB管理層有沒有針對這困境尋求對策.我覺得在這方面LB不但沒有不思長進,反過來他們有積極尋求國外設廠的動作,雖然還沒公佈,但是從網上信息得知,LB在中國廣西設廠的多年部署已經接近尾聲了.

(詳情見 http://www.gxrd.gov.cn/Desktop.a ... 8a&Tid=Cms_Info)

至於這項投資能為LB帶來多大的增益,還需要更多的信息及專業來評估,但由於設廠的消息是正面的,所以一邊買入LB股票,一邊等待進一步消息和評估不失為一個投資(LBALUM)+投機(LBALUM-W)的好方法.

各位大爺你們說呢?

chengyk

Financial  Year	1999	2000	2001	2002	2003	2004	2005	2006
Revenue	98,190,651	126,283,644	152,508,877	156,344,512	161,791,038	202,369,485	211,976,080	254,799,082
Revenue percentage growth	#DIV/0!	28.61%	20.77%	2.52%	3.48%	25.08%	4.75%	20.20%
Net  profit	12,842,783	14,261,982	13,164,007	18,693,396	13,727,526	13,770,119	15,552,506	14,789,285
Profit growth rate (%)	#DIV/0!	11.05%	-7.70%	42.00%	-26.56%	0.31%	12.94%	-4.91%
Dividend Yield (Gross)			3.00	3.00	5.00	2.85	3.50	3.50
EPS (Sen) Report	22.90	25.50	20.20	28.60	20.80	20.30	12.50	11.90
EPS Growth	#DIV/0!	11.35%	20.78%	41.58%	-27.27%	-2.40%	-38.42%	-4.80%
Current asset	50,477,867	57,683,983	111,827,553	89,041,117	97,993,116	110,832,352	118,579,448	129,801,312
Current  Liablities	19,629,678	29,819,106	27,898,215	23,685,625	23,190,815	30,407,482	88,324,949	53,199,537
Current ratio	2.57	1.93	4.01	3.76	4.23	3.64	1.34	2.44
Trade Receivables	21,923,072	26,911,130	39,007,902	44,323,726	44,751,100	49,832,695	52,423,337	68,262,514
Inventories	14,100,996	25,170,215	34,021,883	29,541,270	31,273,879	30,482,284	36,186,388	46,146,617
Other Receivables	1,138,733	2,363,354	6,060,624	962,105	1,649,119	2,517,485	2,254,398	2,667,341
Cash and bank balances	2,315,066	1,239,284	1,702,736	1,868,523	1,465,451	1,713,119	3,795,142	2,701,565
Trade Payable	588,199	406,774	1,543,451	3,556,854	4,610,347	9,826,675	10,239,967	12,533,362
Other Payables	7,977,504	9,493,948	11,905,106	14,252,662	12,151,387	11,261,274	11,907,249	16,291,789
CFO	19,794,816	(709,367)	(4,677,186)	32,102,075	20,300,221	22,126,185	19,838,682	8,139,141
CFI	(2,682,821)	(15,819,745)	(11,701,936)	(39,028,252)	(10,824,018)	(17,218,151)	(21,887,562)	(32,158,812)
CFF	(3,094,017)	4,122,231	44,636,626	(10,200,270)	(2,161,650)	3,619,934	1,795,752	7,953,262
Free Cash Flow	17,111,995	(16,529,112)	(16,379,122)	(6,926,177)	9,476,203	4,908,034	(2,048,880)	(24,019,671)
Cash (beginning)	(585,030)	13,432,948	1,026,067	29,283,571	12,177,121	19,464,395	27,999,888	27,676,325
Cash (End)	13,432,948	1,026,067	29,283,571	12,177,121	19,448,526	27,999,888	27,676,325	11,607,978
Share  capital	55,972,000	55,972,000	65,300,667	65,737,667	65,954,667	70,618,667	124,237,167	124,237,167
Reserve	1,586,000	2,512,477	2,512,477	49,654,998	63,419,464	65,181,573	25,777,717	36,210,593

ROE	17.50%	16.41%	13.42%	16.20%	10.61%	10.14%	10.37%	9.22%
NTA	1.31	1.55	1.50	1.76	1.96	1.92	1.21	1.29
NTA Growth Rate (%)		-15.55%	3.34%	-14.42%	-10.51%	2.00%	59.26%	-6.50%
EPS (sen) Cal	22.95	25.48	20.16	28.44	20.81	19.50	12.52	11.90
Net profit margin	13.08%	11.29%	8.63%	11.96%	8.48%	6.80%	7.34%	5.80%

我的功课 !!!

[ 本帖最后由 chengyk 于 26-7-2007 12:24 PM 编辑 ]

support support

chengyk

可是LB的现金流并不好，可看到负数 !!!! 向反 TITAN 的 CASHFLOW 就强的多了。

chengyk

我想知道各位大大买进 LB 的理由。。。 可让我学习学习 !!! 谢谢 !!!

江湖

今天， 刚刚收到lb 的年报。。。