【LIONIND 4235 交流专区】金狮工业

Johnny88

我刚读了LIONIND 07年的年报。

31。Deposit, cash and bank balance = RM711,437,000
43. Cash and cash eqv. = RM233,178,000

为什么两者不一样的?

Net cash = 711,437,000(Cash) - 1,809,961,000(Current Lia.) = -1,098,524,000

关于他的还债方面会有问题吗？

让我们算算看。


Inventories = 1，070，355，000
(保守估计= 1，070，355，000 x 80% = 856,284,000)

Trade receivable = 430,271,000
(保守估计= 430,271,000 x 80% = 344,216,800)

Other receivables, deposits and prepayments = 592,629,000
(保守估计= 422,568,000-124,272,000 =  298,296,000)

711,437,000+344,216,000+298,296,000-1,098,524,000=255,425,000

不计Inventories,只是receivable收回80%就够应付短期债务了。


Shareholding in PARKSON = 340,902,765 SHARES x RM6.00 (折价）=  2,045,416,590.00
Total share issue in Lionind = 709,639,865

PARKSON SHARES VALUE IN LIONIND = 2,045,416,590 / 709,639,865 = RM2.88/SHARE

NTA = RM3.00

Below 2.00 应该算是UNDERVALUE了吧。

他的盈利是不是有包括一次性收入，1Q 的盈利怎么会突然飚升？

[ 本帖最后由 Mr.Business 于 3-12-2007 06:44 PM 编辑 ]

keanu8985

小弟星期四１。８６补了２０００unit，打算２。８以上才放

[ 本帖最后由 keanu8985 于 25-11-2007 11:19 PM 编辑 ]

sak

请问怎样计算Shareholding in PARKSON = 340,902,765 SHARES ? 谢谢

keanu8985

冲上２。１５了，你们卖了没？？

mjchua

4235	LIONIND	1,750,000	3,150,000.00	19/10/2007	1.800
4235	LIONIND	5,000,000	10,250,000.00	26/10/2007	2.050
4235	LIONIND	30,000	68,700.00	13/11/2007	2.290

keanu8985

原帖由 mjchua 于 5-12-2007 12:06 AM 发表
        4235  LIONIND  1,750,000  3,150,000.00  19/10/2007  1.800    4235  LIONIND  5,000,000  10,250,000.00  26/10/2007  2.050    4235  LIONIND  30,000  68,700.00  13/11/2007  2.290  

Johnny88

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965
Reference No PH-071101-7E877
Company Name        :        PARKSON HOLDINGS BERHAD
Stock Name         :        PARKSON
Date Announced        :        01/11/2007
Particulars of substantial Securities Holder

Name        :        LION INDUSTRIES CORPORATION BERHAD
Address        :        Level 46, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur
NRIC/Passport No/Company No.        :        415-D
Nationality/Country of incorporation        :        Malaysia
Descriptions(Class & nominal value)        :        Ordinary shares of RM1.00 each ("Shares")
Name & address of registered holder               
Own

Details of changes
Type of transaction        Date of change        
No of securities
        
Price Transacted (RM)
Disposed        25/10/2007         
2,500,000
        
  
Circumstances by reason of which change has occurred        :        Disposal of Shares
Nature of interest        :        Direct
Direct (units)        :        
Direct (%)        :        
Indirect/deemed interest (units)        :        
Indirect/deemed interest (%)        :        
Total no of securities after change        :        340,902,765
               
Date of notice        :        31/10/2007
               
Remarks               
The total number of securities after change comprises 215,902,765 Shares and RM500,000,000 redeemable convertible secured loan stocks ("RCSLS") convertible into 125,000,000 new Shares at a conversion price of RM4.00 nominal amount of the RCSLS for every one new Share in Parkson Holdings Berhad.

© 2007, Bursa Malaysia Berhad. All Rights Reserved

[ 本帖最后由 Johnny88 于 5-12-2007 12:49 AM 编辑 ]

Johnny88

以
Shareholding in PARKSON = 340,902,765 SHARES x RM9.40 (4/12/07闭市价）=  3,204,485,991.00

PARKSON SHARES VALUE IN LIONIND = 3,204,485,991 / 709,639,865 = RM4.51/SHARE
如果把PARKSON卖掉+现金=3,204,485,991 + 711,437,000 = 3,915,922,991
换掉负债=3,915,922,991 - 3,314,626,000 = 601,296,991 (净现金）
601,296,991 / 709,639,865 = 0.84 净现金/share

PE= 6.86

这匹绝对是匹黑马。

秋明最速

他07年的 roe 也有 10%
现在的 pe 是 6.66
投机面的话目前是买家盘，成交量大
我也在前天进了一点

chrischew

原帖由 秋明最速 于 5-12-2007 03:39 AM 发表
他07年的 roe 也有 10%
现在的 pe 是 6.66
投机面的话目前是买家盘，成交量大
我也在前天进了一点

=_=

lionind和liondiv你都進嗎？？？

2粒的價錢差不遠。。。。。

sak

谢谢你

他的销售额非常好，料想直到后年（Expected Production will be Full Capacity)

klagigi

Lion Div 值得keep住嗎﹖這兩個月下的機率比上多。

kc88

Lion Ind 小弟長期看好,逢低就收

tfjs407

kc88看好它可以去到多少呢。。

kc88

X2 吧?但說明是長期投資..


個人意見,多多指教!

w387

http://chinese.cari.com.my/myforum/viewthread.php?tid=1051654&extra=page%3D2                       .....  22#   
请大家注意...秋明最速...贴上这些金狮集团...分享资料确是很好,其实应该是从 金狮工业(4235)LIONIND 07年的年报copy 过来的.
http://announcements.bursamalaysia.com/EDMS/subweb.nsf/7f04516f8098680348256c6f0017a6bf/6306795f3bd653794825738c0017f624/$FILE/LIONIND-AnnualReport2007%20(872KB).pdf
供大家参考!

silkygirl

恭喜贺喜, Lionind的股友, 昨天和今天都在不断的上升...

东邪

2887

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : United Overseas Bank Limited NRIC/Passport No./Company No. : 193500026Z Nationality/Country of Incorporation : Singapore Address: 80 Raffles Place UOB Plaza Singapore 048624 Descriptions (Class and Nominal Value): Ordinary shares of RM0.50 each Name and Address of Registered Holder: Discretionary Funds managed by UOB Asset Management Ltd held in various Unit Trust Funds' and Clients' name Details of Changes Date of Notice : 15/01/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 11/01/2008 Acquired 662,900 -[/td] Circumstances by reason of which change has occurred: Open market purchases by UOB Asset Management Limited for Clients portfolios managed on discretionary basis Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 40,165,000 shares Remarks: N/A Submitted By: LIM KWEE PENG

15/01/2008   05:48 PM

[ 本帖最后由 东邪 于 18-1-2008 02:00 AM 编辑 ]

东邪

2887

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : UOB Asset Management Ltd NRIC/Passport No./Company No. : 198600120Z Nationality/Country of Incorporation : Singapore Address: 80 Raffles Place UOB Plaza 2 #09-00 Singapore 048624 Descriptions (Class and Nominal Value): Ordinary shares of RM0.50 each Name and Address of Registered Holder: Discretionary Funds managed by UOB Asset Management Ltd held in various Unit Trust Funds and Clients' names 80 Raffles Place UOB Plaza 2 #09-00 Singapore 048624 Details of Changes Date of Notice : 15/01/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 11/01/2008 Acquired 662,900 -[/td] Circumstances by reason of which change has occurred: Open Market Purchase by UOB Asset Management Ltd for Clients' portfolios managed on a discretionary basis Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 40,165,000 shares Remarks: N/A Submitted By: LIM KWEE PENG

15/01/2008   05:48 PM

东邪

2887

PROPOSED RCSLS AMENDMENT

LION DIVERSIFIED HOLDINGS BERHAD (“LDHB” OR THE “COMPANY”) PROPOSED AMENDMENT TO THE PRINCIPAL TERMS AND CONDITIONS OF THE RM500 MILLION NOMINAL VALUE 3-YEAR 3.5% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS (“RCSLS”) ISSUED BY PARKSON HOLDINGS BERHAD (“PARKSON HOLDINGS”) (“PROPOSED RCSLS AMENDMENT”) This announcement is dated 15 January 2008. On behalf of the Board of Directors of LDHB, AmInvestment Bank Berhad (a member of the AmInvestment Bank Group) (“AmInvestment Bank”) wishes to announce that Parkson Holdings had informed Excel Step Investments Limited (“Excel Step”) vide a letter dated 11 January 2008, that the transfer restriction for the RCSLS has been removed to allow the RCSLS to be transferable in the following circumstances:- (a)          a transfer to the security trustee or the trustee to hold in trust for the holders of the EB (as defined below) (or holders of the other financing facilities to be raised by Excel Step) of which the RCSLS are to be charged against; and/or (b)            a transfer to the security trustee, the trustee, the holders of the EB and/or holders of the other financing facilities to be raised by Excel Step, in the event of default. In the event that the RCSLS are transferred under the circumstances set out above, the transferee of the RCSLS shall neither trade nor transfer the RCSLS. The Proposed RCSLS Amendment is pursuant to LDHB’s request to Parkson Holdings made on behalf of Excel Step on 23 November 2007: (i)        in relation to the terms of the trust deed entered into by Excel Step on 16 November 2007 (“EB Trust Deed”) governing the USD132,110,000 nominal value 5-year 2.5% exchangeable bonds (“EB”) issued by Excel Step on 16 November 2007 (“EB Issue”). The terms of the EB Trust Deed require, inter alia, that the RCSLS charged by Excel Step to secure the EB Issue, to be transferable under the EB Issue; and (ii)        to allow restricted transfer for the RCSLS for the purpose of securing other financing facilities to be raised by Excel Step.

15/01/2008   06:33 PM