【~~q个人专区~~个人专区】Wealth takes time价值投资

q

wpi 发表于 4-2-2014 11:34 PM
很多人包挂身边同志，有了消息不敢说，怕多人知道买了股价会起，小虾米会打动股价，就像REDTONE  ...

Kpj-wb 一开市当时buyer 只有大概10人
大家抢货就会buy up

现在介绍你tuneins
还有另一个股票市场free float 6% 介绍过后买入价就会高

pepolson

我進來做一下。。哈哈。。Tuneins會注意看看了。之前都沒看這股。

wpi

q 发表于 5-2-2014 12:56 PM
Kpj-wb 一开市当时buyer 只有大概10人
大家抢货就会buy up

我对股票不熟，只听听消息，买个十张8张，CHAP点小费，如有啥消息不妨指点指点，输赢自负，先谢过啦

wpi

q

我做的tuneinsurance
https://www.dropbox.com/s/3q2mlxs76ilybtp/tuneinsurance.pptx

tuneinsurance官方
http://ir.chartnexus.com/tuneins ... r%20Presentation%20(Main)%20-%20Nov%202013%20v3.pdf


tuneinsurance 会发大概3-3.5仙dividend

q

ELsoft -The Company is principally involved in research, design and development of test, burn-in and application specific embedded system.

The Group is involved in the research, design and development, and production of test and burn-in systems and application specific embedded systems, material handling equipment and robotic factory automation equipment. The Group’s key product i.e. test and burn-in systems are used by its customers who manufacture optoelectronic devices such as LED, image sensors and automotive lightings to test their products before launching into the market

Client-Avago(avago client-apple,samsung,LG),philips,osram

1)Elsoft (peg ratio 0.1,Pe 10.Dividend yield -4.41% or 3 cent per annum,0 debt,net profit margin 39%,NPM 30% above over 5 yrs)
-export business (RM is devalue,and euro,US is doing well,the oversea demand still high)
-sustainable growth over 4 years (recently profit growth 43% Y-o-Y)
-high net profit margin business - indicating this company have special products or service
-0 debt ,healthy balance sheet
-generous dividend policy,2009- 1 cent, 2010-1 cent,2011-2 cent 2012-3 ent, 2013-3 cent-Dividend growth rate 64.4%
-new factory in 2014(total 2 factory,built up using cash)
-2013 -outsoursing sales 9 million according the director interview on the star,indicating unfulfilled sales

strategy-hold until right issue ,director sold out the right to increase public spread ,and transfer to mainboard

q

今年ELSOFT FINAL DIVIDEND 2 SEN ,全年3 CENT

2009-1 cent,
2010-1 cent,
2011-2 cent
2012-3 Cent,
2013-3 cent
2014-?

Currency: Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

1	Revenue	4,059	7,290	25,218	18,758
2	Profit/(loss) before tax	2,332	2,621	11,344	6,664
3	Profit/(loss) for the period	1,829	2,581	10,803	6,620
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,829	2,581	10,803	6,620
5	Basic earnings/(loss) per share (Subunit)	1.01	1.42	5.96	3.65
6	Proposed/Declared dividend per share (Subunit)	2.00	2.00	3.00	2.00
		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 ($$)	0.3400		0.3100

q

星期四20/12/14,tuneins有 2000 lot 在一单交易里 ，交易价1.81
l连续几天很多单在300 lot以上一个transaction里面交易在1.81

q

http://announcements.bursamalays ... 1A48257C89003720B1/$File/Bursa%20Quarterly%20Report%20Q4%202013%20(final).pdf

没有股息，更长的收集时间
成长公司可以接受，根据financial daily 一月粉份director的访问
TIH准备用200million现金来做收购之用


[tr][/tr]

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2013	31/12/2012	31/12/2013	31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	107,363	90,508	389,626	226,663
2	Profit/(loss) before tax	24,038	26,136	77,056	58,311
3	Profit/(loss) for the period	23,166	20,845	73,338	48,480
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,553	18,130	68,572	41,390
5	Basic earnings/(loss) per share (Subunit)	2.87	7.12	9.37	16.25
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 ($$)	0.4800		0.1800

q

http://ir.bumitama-agri.com/financials.cfm

http://infopub.sgx.com/FileOpen/ ... t&FileID=276686

q

出现在对的时间

Tune acquisition news
OTHERS TUNE INS HOLDINGS BERHAD  - SUBMISSION OF APPLICATION IN RESPECT OF A PROPOSED INVESTMENT OF 49% EQUITY INTEREST IN OSOTSPA INSURANCE PUBLIC COMPANY LIMITED   



http://announcements.bursamalays ... A448257C97003DB852/$File/Bursa%20Announcement_49%25%20OSI.pdf

q

主力
Mudajay -Rm2.70 Buy call

Mudajaya (cum div 0.03)
dividend 0.09 ,yield 3.33%
pe 8.6
NTA 2.23
low gearing company
49 yrs company with good delivery track records and never making lose


Order book up to december 13 is Rm 1.2 Bil,tender book RM 8Billion,cimb estimate 15-20% to win

special niche in Ultra mega power plant 1000 MW or above and civil engineering

Catalyst
1.
1st unit of 360MW power plant starting contribute from end of march 14,the rest of 3 unit will fully commissioned in 2014 ,which contirute 50 % of profit.
the total profit for the 4 unit power plant will be RM 70M per yr,which represent 40% of current profit of the company
the power purchase agreement is signed by the india gov for 25 years .
the tariff will be adjusted to cover cost of coal,inflation,and forex to guarantee the group profit under the agreement

1 MW can light up 1000 family,malaysia biggest is 600 MV power plant

2.
1mDb has won 3B project up to 11 Billion,Mudajaya is expected yo get the power plant construction work around 1-2 Billion.Mudajaya as a technical partner for the proposal of 3B project.

3.
2015 the property devision will contribute 10% of revenue

4.
strong presence in india and philipine,mudajaya has been invited to build 2 unit 2000 MW ultra mega power plant with 20 yrs power purchase agreement in India ,Mudajaya is searching another company to form a consortium

5.Philipine 35MW wind power plant start contribute in 2014 ,with power purchase agreement 20 yrs.

technical
consolidate at rm2.30-rm2.70 since 2012,now forming an ascending triangle breakout

Mudajaya 2013 profit fell 51%  is cost of equipment of  4 power plant in india,is an once off cost

http://www.thestar.com.my/Busine ... il-power-plant-job/

流浪小烧包

基本面高手

Coolwenyuen

q 发表于 21-2-2014 11:54 AM
ELsoft -The Company is principally involved in research, design and development of test, burn-in a ...

大大能否分享一下为何Elsoft的tester 的costs可以比他的竞争对手低那么多吗？
谢谢

q

Coolwenyuen 发表于 6-4-2014 10:13 AM
大大能否分享一下为何Elsoft的tester 的costs可以比他的竞争对手低那么多吗？
谢谢

我曾经写信去问过，可是公司没回应
所以会减持

vergil666

进来向q兄学习投资

q

HCI group -USD 37.02
property insurer
PE 6.6
PEG-0.5
ROE 44%(ttm),5yr average 31.13%
EPS 5.43
DPS-1.10
DY-3%
Payout ratio -18 % (great uptick potantial)
Net profit margin-27.19, 5yr avg NPM 19.22
EPS 5yr CAGR -21.83%
Net cash com
Cash 293 Million
cash up front business
micro cap-400 mil usd market cap
instititional fund holder -67% (such as blackstone)
http://investing.businessweek.co ... ials.asp?ticker=HCI
http://www.reuters.com/finance/s ... lights?symbol=HCI.N