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楼主: 蚂蚁小弟

【KFIMA 6491 交流专区】菲马集团

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发表于 11-10-2007 08:40 AM | 显示全部楼层
dreamer55兄的帖子很有价值,小弟十分欣赏。

原帖由 dreamer55 于 10-10-2007 10:09 PM 发表
而这Carotino 又是何方神圣呢?


Carotino是J.C. CHANG GROUP的属下子公司,工厂位于Pasir Gudang。我前几个月好象看过她的新闻,说什么棕油价钱太高了,根本是亏钱做生意,所以工厂停止运作了 (不知消息是不是准确)。

XXXXX

我蛮同意dreamer55兄的看法。Biodiesel长期来说是有前途,可是要生存下去,而且还做的很好,我是认为integrated player的机会比较高。Integrated player有自己的油棕园,材料可以自己掌握,而且最好有从棕油提炼出Super Vitamin E的科技,帮补成本。

这么说来,似乎Golden Hope的potential最大了?哈。。。先天因素固然重要,后天的努力也是要的。Golden Hope最近和Hai-O合作,希望在中国销售Super Vitamin E,是不错的动作。

其实有几间外国上市生物柴油公司都来了我国开设工厂,大家可以去她们的网站,看看分析师的研究,可以增加大家对生物柴油这行业的了解。

http://www.sterlingbiofuels.com/

http://www.missionbiofuels.com/home.php

http://myfuelgroup.com/index.php
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 楼主| 发表于 13-10-2007 07:56 PM | 显示全部楼层

回复 #21 Mr.Business 的帖子

Golden Hope 将被纳入 Synergy Drive,它可以得到更多的棕油供应吧?

看了各位的贡献,小弟也做一些功课分享
biodiesel, a fuel that can be made out of virgin oils from plants such as soybeans, corn, canola, coconuts, or peanuts, or by filtering and processing used vegetable oils, principally restaurant grease. Biodiesel is not new; indeed, when Rudolph Diesel first described plans for his engine in 1893, he thought he had designed something that farmers could fuel themselves using peanut oil. (Cheap petroleum hijacked his dream of rural self-sufficiency.)

Biodiesel 不是新的东西,只是各种原料都会比石油贵。当中花生,玉蜀黍,大豆,椰子,canola等等都可以用来生产biodiesel

But if biodiesel isn't new, it is newly popular: Production in the United States is growing fast, from about 15 million gallons last year to an expected 20-25 million gallons this year to as many as 40 million gallons next year. Still, biodiesel comprises just a tiny fraction of the 55 billion gallons of diesel fuel consumed annually in the United States, when it could account for a lot more: The U.S. Energy Department concluded last year that current soybean production and waste grease could produce about 6 billion gallons of biodiesel annually. Major oil companies such as BP and Gulf Oil are getting into the biodiesel business, and the fuel is already used in vehicle fleets across the country, including that of the U.S. Postal Service. (Retail biodiesel is hard to come by; only about 30 drive-up pumps exist nationwide.)

Biodiesel在美国的生产正在以很快的速度在增长着,从2001年的15m 加仑,到2002年的20-25加仑(这是2002年的稿)
主要的石油公司,BP,Gulf Oil也牵涉于biodiesel的生意。


There are good reasons to welcome biodiesel's increasing popularity. In addition to being a renewable energy source, biodiesel is substantially cleaner than regular diesel. When the Berkeley, Calif., Ecology Center converted its recycling trucks from conventional diesel to biodiesel, particulate emissions dropped by 84 percent. According to Ecology Center Director Dave Williamson, biodiesel emits 78 percent less carbon dioxide than conventional diesel over its full life cycle, as well as 43 percent less carbon monoxide. He calculates that the daily waste grease of a single fast-food restaurant could fuel one of his trucks for its daily recycling collection rounds.

Biodiesel不只是一个新的能源,它还比原来的diesel更干净。它所放出的二氧化碳比普通的diesel少78%,一氧化碳少43%
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 楼主| 发表于 13-10-2007 08:14 PM | 显示全部楼层
Overall worldwide production of the renewable fuel source was 5.4 million tonnes last year, up 80 percent from 3.0 million tonnes in 2006. The report said 2007 production will total 7.9 million tonnes, an annual growth rate of 46 percent.

Biodiesel的增长有46%,总共7.9m吨

"Biodiesel producers throughout the world benefited from spectacular growth conditions in 2006...brought about by relatively low feedstock costs and very strong product values," Licht wrote in its fortnightly World Ethanol & Biofuels Report.

"The year 2007 will see a reversal of these fortunes," the Ratzeburg, Germany-based soft commodities monitoring group said.

2006年的原料价格比较低,而biodiesel的产品价值比较强。
2007 的biodiesel盈利会因为成本的提升来个大转。

European biodiesel production in 2006 led the world, converting crops of rapeseed, sunflower and other oilseeds into 3.96 million tonnes of fuel, a 50 percent jump from 2005's 2.63 million tonnes.

For 2007, F.O. Licht forecast European biodiesel production at 4.72 million tonnes, up 19 percent year-on-year.

The Americas, led by the United States' 750,000 tonnes, or some 77 percent of regional output, produced 980,000 tonnes of biodiesel in 2006.

Licht said growth in the United States is set to be the most dynamic in the world in the coming year, with 105 plants on line and 77 more under construction.

"Research agency FAPRI estimates that biodiesel production (in the US) could rise to 1.8 million tonnes in 2007/08 from 1.3 million in 2006/07," Licht said, adding that US production capacity this year could potentially reach 2.5 million tonnes.

美国和欧洲的biodiesel生产占了大部分。他们大都不是用棕油作为原料的。
----------------------------------------------------------------------------------------------------------------------------

接下来想要知道的是,我们的biodiesel会有优势吗?
在棕油价格高企之下,我们以棕油作为原料会比向美国、欧洲进口biodiesel便宜吗?
我们的biodiesel将来足够自给自供吗?
比起其他的原料,棕油作为原料的biodiesel还有什么好处呢?

[ 本帖最后由 蚂蚁小弟 于 13-10-2007 08:15 PM 编辑 ]
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 楼主| 发表于 13-10-2007 08:21 PM | 显示全部楼层
当中最令我担忧的还是引擎的问题
Biodiesel called the Envo Diesel was launched by the Prime Minister Datuk Seri Abdullah Ahmad Badawi on Tuesday 22 March 2006 [7]. Malaysia currently produces 500,000 tonnes of biofuel annually and the government hopes to increase this number this year. Envo diesel blends 5% processed palm oil (vegetable oil) with 95% petrodiesel. In contrast, EU's B5 blends 5% methyl ester with 95% petrodiesel. Diesel engine manufacturers prefer the use of palm oil methyl ester blends as diesel engines are designed to handle 5% methyl esters meeting the EN14214 biodiesel standard, which palm oil cannot meet.

引擎制造商会比较喜欢EU生产的biodiesel,因为棕油不能达到EN14214biodiesel的标准
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 楼主| 发表于 13-10-2007 08:41 PM | 显示全部楼层

回复 #24 蚂蚁小弟 的帖子

什么是EN14214标准?
There are three existing specification standards for diesel & Biodiesel fuels (EN590, DIN 51606 & EN14214).

EN590 (actually EN590:2000) describes the physical properties that all diesel fuel must meet if it is to be sold in the EU, Czech Republic, Iceland, Norway or Switzerland.  It allows the blending of up to 5% Biodiesel with 'normal' DERV - a 95/5 mix.  In some countries such as France, all diesel sold routinely contains this 95/5 mix.

DIN 51606 is a German standard for Biodiesel, is considered to be the highest standard currently existing, and is regarded by almost all vehicle manufacturers as evidence of compliance with the strictest standards for diesel fuels.  The vast majority of Biodiesel produced commercially meets or exceeds this standard.

EN14214 is the standard for biodiesel now having recently been finalized by the European Standards organisation  CEN.  It is broadly based on DIN 51606.

结论,都是老外搞的东东... 当然对我们不利???
我们生产的biodiesel能符合其中一个最低标准吗?不能的话,就比较难卖给老外...
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发表于 15-10-2007 09:48 AM | 显示全部楼层
看看主要引擎制造商是谁,当然不难理解为何他们比较喜欢EU生产的biodiesel
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发表于 16-10-2007 08:45 AM | 显示全部楼层
原帖由 蚂蚁小弟 于 13-10-2007 08:41 PM 发表
结论,都是老外搞的东东... 当然对我们不利???
我们生产的biodiesel能符合其中一个最低标准吗?不能的话,就比较难卖给老外...


我国生产的bio-diesel是供出口用途,一定得符合世界标准。
而政府提倡的Envo Diesel根本是95%的柴油加5%的棕油!没有加工过的棕油含有glycerin,听说对engine有害,所以engine的制造商不给予warranty。其实想想如果棕油不用加工就能直接用作生物柴油,那又何必发展这么多标准?
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 楼主| 发表于 16-10-2007 08:52 AM | 显示全部楼层

回复 #27 Mr.Business 的帖子

其实小弟在找这方面的资料时,也蛮混乱的。
有些人讲棕油做的biodiesel不能符合标准,又有很多人讲用棕油好处多多...

结论是革命尚未成功,还需多多努力(棕油biodiesel和我都是)
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发表于 16-10-2007 09:04 AM | 显示全部楼层
奉劝各位别碰。 小心小心
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发表于 5-12-2007 12:04 AM | 显示全部楼层
[tr][/tr]
6491
KFIMA
25,000
19,875.00
16/10/2007
0.795
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发表于 4-8-2009 12:29 AM | 显示全部楼层

回复 30# mjchua 的帖子

今天非馬發威
不知道有什麼利好. 是不是...又要買油中元
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发表于 11-9-2009 11:09 AM | 显示全部楼层
KFIMA是一间业绩不错的公司,可是有点不明白的。怎么它的市价比PAR VALUE还要低?那么不是用RM0.78去买RM1.00的东西?
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发表于 17-9-2009 12:40 PM | 显示全部楼层
星期一买0.78昨天卖了0.865。。。
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发表于 18-11-2009 05:12 PM | 显示全部楼层
今天close 0.90
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发表于 29-2-2012 01:35 AM | 显示全部楼层

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2011



INDIVIDUAL PERIOD

CUMULATIVE PERIOD

CURRENT YEAR QUARTER

PRECEDING YEAR
CORRESPONDING
QUARTER

CURRENT YEAR TO DATE

PRECEDING YEAR
CORRESPONDING
PERIOD

31/12/2011

31/12/2010

31/12/2011

31/12/2010

$$'000

$$'000

$$'000

$$'000

1Revenue

117,400

111,149

363,513

328,545

2Profit/(loss) before tax

27,560

42,195

113,989

111,567

3Profit/(loss) for the period

20,988

31,582

85,195

82,783

4Profit/(loss) attributable to ordinary equity holders of the parent

14,750

20,068

55,941

52,242

5Basic earnings/(loss) per share (Subunit)

5.60

7.63

21.26

19.85

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

7
Net assets per share attributable to ordinary equity holders of the parent ($$)

1.9900

1.6700

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发表于 18-5-2012 01:00 AM | 显示全部楼层

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012



INDIVIDUAL PERIOD

CUMULATIVE PERIOD

CURRENT YEAR QUARTER

PRECEDING YEAR
CORRESPONDING
QUARTER

CURRENT YEAR TO DATE

PRECEDING YEAR
CORRESPONDING
PERIOD

31/03/2012

31/03/2011

31/03/2012

31/03/2011

$$'000

$$'000

$$'000

$$'000

1Revenue

108,531

103,339

472,045

431,884

2Profit/(loss) before tax

39,821

29,363

153,812

140,930

3Profit/(loss) for the period

31,346

24,719

116,543

107,502

4Profit/(loss) attributable to ordinary equity holders of the parent

24,922

18,785

80,864

71,027

5Basic earnings/(loss) per share (Subunit)

9.46

7.14

30.70

26.99

6Proposed/Declared dividend per share (Subunit)

0.00

0.00

8.00

7.00









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 ($$)

2.0700

1.6700

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发表于 18-5-2012 01:01 AM | 显示全部楼层
Company Name

:

KUMPULAN FIMA BERHAD
Stock Name

:

KFIMA  
Date Announced

:

17/05/2012
Type

:

Announcement
Subject

:

OTHERS

Description

:

Final Dividend for the financial year ended 31 March 2012
Announcement Details/Table Section :

The Board is pleased to recommend payment of a final dividend of 8% less 25% Malaysian Tax for the financial year ended 31 March 2012. This final dividend is subject to shareholders' approval at the 40th Annual General Meeting scheduled to be held in September 2012 and will be payable on a date to be determined.
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发表于 30-7-2012 12:34 AM | 显示全部楼层
本帖最后由 icy97 于 30-7-2012 12:39 AM 编辑

。。。。。。。
当一家上市公司的股价有变动时,你最好重读其年报和季报,也许你可以从中找到其股价变动的根源。

例如菲马集团(KFIMA)的股价,昨天(7月18日)跃升至2令吉23仙,是十年来的最高价。作为小股东的散户,都是局外人,根本不知道公司发生了什么事,或是什么因素导致该股的股价上升。

不过,假如你翻阅该公司2011年的年报的话,你会发现该公司的盈利,在过去5年中年年上升。

过去5年之每股净利为:
2008:11.51仙。
2009:17.54仙。
2010:22.32仙。
2011:26.99仙。
2012年(至3月):30.70仙。

该公司的股价其实只是跟着盈利而上升而已,一点也不奇怪。

注意公司业绩表现
还会继续上升吗?那就要看该公司盈利的上升趋势,能否持续而定了。如果该公司将来的盈利一如过去5年那样,持续上升的话,股价继续上升是意料中事。作为投资者,你应该注意的是该公司的业绩表现,只要盈利继续上升,你可以继续投资下去。

业绩改善股价合理应续投资
如果你细读菲马集团(KFIMA)到今年3月31日时的第四季季报的话,你会发现该公司以2亿6500万令吉的资本,却拥有2亿5500万令吉的净现金,每股净现金高达95仙。

以昨天(7月18日)2令吉23仙的股价计算,扣除了95仙的现金之后,你实际上是以每股1令吉28仙(2令吉23仙-95仙=1令吉28仙)的价格购买该公司的股份。以2012年每股30.20仙的净利计算,实质本益比仅为4.2倍,还是便宜。

作为局外人的散户,我们根本无从知道该公司的动向,更不要说股价的起落了。在这种“被动”的情势中,最好的策略是以不变应万变,只要公司的业绩继续改善,而股价又还是合理,就继续投资下去。

那么,是不是永远不卖?也不是。如果出现以下情况的话,还是要退股:

⑴盈利下跌,而短期内不可能恢复上升,就应退股,改投资于别的公司。

⑵股价被极度高估(例如本益15倍以上),再投资下去,变得本大利小,也应退股。

【股票投资最高境界】
结论:
⑴多读年报有助于发掘宝藏。
⑵只要盈利持续上升,可以长期持守。
⑶业绩扭转及估值过高,均应退股。
⑷股票投资,需要监管。

如果低价买到好股,只要盈利持续上升,就应继续持有,不要理会短期股价波动。

“为无为则无不治”(老子),是股票投资的最高境界。

冷眼专栏3天前已刊登于《南洋商报》。敬请订阅《南洋商报》

文:冷眼 (股市基本面大师)
http://www.nanyang.com/node/463316?tid=808
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发表于 30-7-2012 12:38 AM | 显示全部楼层
Kumpulan Fima 是冷眼的其中一个股
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发表于 6-8-2012 11:01 PM | 显示全部楼层
估值偏低‧時機恰當‧傳菲馬集團和菲馬機構合併

熱股評析  2012-08-06 17:44
(吉隆坡6日訊)菲馬集團(KFIMA,6491,主板貿服組)及其子公司菲馬機構(FIMACOR,3107,主板工業產品組)估值偏低,令市場揣測目前是否為這兩家公司展開合併的最佳時機。

菲馬機構股價在4令吉85仙至6令吉95仙之間波動,而菲馬集團則在1令吉45仙至2令吉47仙的低點徘徊,本益比分別只有7倍和8倍。市場分析員認為,如果這兩家公司合併在同一屋簷下,將可併發更大的潛能,不只能讓菲馬機構現有股東受惠,同時也能全面增強集團的價值。

根據大眾研究估計,菲馬集團的交換價值高達每股9令吉,比上週五的閉市價6令吉40仙仍有41%的上調重估價值的空間,即使此交易是以該行預測的合理價7令吉57仙作為估值基準,比起市價仍具18%上升空間。

目前菲馬機構因派發盈利給少數股東而令獲利被沖淡,因此一旦集團進行內部鞏固之後,預料盈利將增加。

大眾研究表示,合併後的新公司將從菲馬機構的機密證券和紙鈔印刷業務,以及其印尼種植業務中繼續獲得盈利貢獻。菲馬機構在印尼擁有7千公頃的種植地,樹齡為7年。

此外,菲馬集團的股東將可從中參與菲馬集團正在成長中的食品業務和種植組合,而進一步受惠。

分析員認為,這兩家公司的最佳合併方式是以現金加股票進行,透過這種方式,菲馬集團不必掏出全部資金,可保留部份現金以收購更多種植地,持續其擴張大計,同時透過發出新股給菲馬機構的股東換取他們手中的股票,這些股東將可在新股走高時獲享資本增值的好處。

雖然合併的消息傳了多年,兩家公司至今依然維持各自上市地位。最近一次傳出類似消息為去年7月,當時傳菲馬集團將探討合併其60.9%子公司菲馬機構,以提昇效率和激發這兩家上市公司的更大價值,惟這兩家公司的共同董事經理羅斯蘭哈米爾不欲置評。

以上週五的閉市價計算,菲馬集團的市值為6億4千457萬令吉,至於菲馬機構則為5億2千753萬令吉,規模相差不大,市場估計菲馬集團若展開全面獻購,將須付出逾2億令吉收購剩餘40%股權,故預料該集團無意展開私有化行動,最可能的方案是菲馬集團以現金和發出新股收購,情況一如早前雙威控股(SUNWAY)和雙威城(SUNCITY)的換股行動,最終組成一家新的上市集團。

基於這項合併的可能,大眾研究給予菲馬機構“短線買進"的評級,合理價7令吉57仙。(星洲日報/財經)
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