【JAYCORP 7152 交流专区】)杰业机构

icy97

Date of change	01 Jun 2015
Name	Miss CHAY WAI YEE
Age	46
Nationality	Malaysia
Type of change	Appointment
Designation	Chief Financial Officer
Qualifications	Bachelor's Degree in Economics (major in Accounting) from Monash University, Clayton, Australia.
Working experience and occupation	February 1992 to March 1995Organisation: Coopers & Lybrand/ T Y & AssociatesLast position held: Senior Audit AssistantMarch 1995 to March 1997Organisation: Kien Huat Realty Sdn BhdLast position held: AccountantMarch 1997 to June 1998Organisation: S.Kian Seng Sdn BhdLast position held: AccountantJuly 1998 to June 2013Organisation: Allied Hori GroupLast position held: Senior Finance ManagerJuly 2013 to April 2015Organisation: Hicom Decastings Sdn BhdLast position held: Chief Financial Officer

Date of change	30 Jun 2015
Name	Mr PAUL YONG POW CHOY
Age	46
Nationality	Malaysia
Type of change	Resignation
Designation	Chief Financial Officer
Reason	To pursue his personal interest

icy97

杰业机构净利飙84%

财经新闻 财经  2015-06-27 12:34
（吉隆坡26日讯）杰业机构（JAYCORP，7152，主板消费股）截至4月杪第3季，净利按年激增83.79%，至399万2000令吉或每股赚2.92仙。

第3季营业额按年微涨8.87%，至5960万6000令吉。

合计首9个月，营业额微增1.26%至1亿7861万2000令吉，净利则下跌10.81%至617万1000令吉，或每股盈利4.51仙。

由于海外市场的需求增长以及销售成本降低，家具业务贡献大部分的净利。

该公司指出，印尼子公司表现更好，高温窑干（kiln drying）业务也表现不俗。

然而，纸箱业务表现持平；再生能源业务则蒙受20万令吉的税前亏损。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2015	30 Apr 2014	30 Apr 2015	30 Apr 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	59,606	54,751	178,612	176,381
2	Profit/(loss) before tax	6,522	2,984	11,304	10,211
3	Profit/(loss) for the period	5,205	2,459	7,846	7,921
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,992	2,172	6,171	6,919
5	Basic earnings/(loss) per share (Subunit)	2.92	1.59	4.51	5.06
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 ($$)	0.9300		0.9200

RoyOng

Jaycorp 7152（高股息+美金出口家具股）
Jaycorp是一家橡木家具制造商(如Liihen)，也从事沙发椅制造(如Homeriz)和家具包装。

目前股价：RM0.925
目标价：RM1.40
单季EPS：RM0.029
把单季净利年度化：RM0.116
本益比：8
派息率：50%以上
股息率：3.8%

【利好】
1）公司派息率这几年都超过50%
2）公司刚买的Instyle沙发厂会在下季开始入账
3）去年同期单季EPS为1.59，随美金高涨，今年单季EPS为2.9成长了81%！
4）目前原料产品大跌，公司制造成本降低！
5）去年同期美金阅马币RM3.30, 现在为RM3.80, 净利肯定上扬！
6）公司发股RM68,000,000, 储备为RM58,000,00, 有望发行红股。
7）随着盈利上升，未来股息有望达到RM0.05或5.4%股息率
8）老板和股价大涨的Liihen, Pohuat, Homeriz一样来自家具城麻坡。

【风险】
1）散户持股颇高，波动可能很大
2）美国如果升息，对公司比较不利
3）缺少了官有缘或冷眼的垂青

【后语】
派息慷慨曾经派发RM0.075的股息，且是一家赚钱的美金家具公司，目前已经很难找到。价格合理，在家具股里面是明显严重被低估了。加上当Sofa厂全面入账，公司维持目前派息率，那盈利和股息就可能提高，本益比进一步降低。因此给预中期目标价RM1.40。
Jaycorp 7152 : An undervalue furniture stock. Last quarter EPS 2.9, with yearly dividend of 3.5cents. It will surely benefit from strong USD! Issused share 68millons with reserve of 58milllons, potantial to annouce bonus.
Jaycorp manufactures rubberwood furniture, processes rubberwood and converts corrugated boards into carton boxes. Export, mainly to North America and Asia.
On April 30 2015, Jaycorp completed the acquisition of a 51% stake in Instyle Sofa Sdn Bhd, a manufacturer of sofa sets and non rubberwood furniture products, for RM4.2 million. The acquisition will enable Jaycorp to diversify into new export markets segments.
Compare to Pohuat's last quarter EPS of 4.2 and share price of RM2.70, Jaycorp TP can be as high as RM1.40. The owner of the company come from Muar, same with Homeriz, Pohuat and Liihen.



谈股论票

kongsenger

个人估算,2015(7月财政年) , eps=rm0.075sen,
现RM0.925只是PE=12.3倍 在交易,明显被低估了,合理的PE=15,价位=RM1.12
供参考,进出自负.

kongsenger

Jaycorp 7152 杰业机构 rm0.93買进的原因～

1)公司于6月公布的Q3， 2015 业绩很好，赚了 399万，Eps=2.92sen   ,nta=rm0.93
若下来Q4有420万(EPS=3SEN),则全年可赚1037万(EPS=7。5SEN),公司股数为136782,000股.
现RM1.00只是PE=13.3倍 在交易,明显被低估了,合理的PE=15,价位=RM1.12
2)于30-04-2015 joycorp 的债务为2652万,于31-07-2014公司有CASH 3055万.
3)30大股东已持有74.86%（102396张），市场流通量只有25.14%(34386张).
4)Rm1.00 非常值得,目标价rm1.12  ,12月应有3.5sen 股息,dy约3.5% .
5)公司诚信度是很好的，因此数据造假应该不会发生在这公司上。
6)jaycorp 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。
7)买股看公司的未来是否成长，净利多少等，当可见度变得清晰，投资风险相对变小，
股价也将呈现上升势头，JOYCORP 会是不错的选择。
8)公司的赚副有6.6%，(最新Q3业绩算出,399万/5960万).
9)看好該公司從強勁美元走勢和低原料受惠、資產負債表穩健.
10)公司成长可期,从Q3的净利算出,2016(7月财年)可取得全年EPS=10 SEN,
PE=15倍,股价=RM1.50
供参考,进出自负.
公司网站;http://www.jaycorp.com.my/

http://www.yeoaik.com/html/home.html

icy97

末季净利增6.7% 杰业派息4仙

财经新闻 财经  2015-10-01 11:59
（吉隆坡30日讯）杰业机构（JAYCORP，7152，主板消费股）截至7月杪末季，净利年增6.74%，宣布每股派息4仙。

根据文告，公司当季净赚182万1000令吉，每股净利1.33仙。

在这当中，由于原料成本下滑与国外需求强劲，推动家具业务的贡献，按年攀升了16.77%，进而为盈利捎来佳音。

同时，再生能源和纸箱业务的营业额上涨，也提振了当季业绩。

同期营业额录得6929万5000令吉，按年扬15.6%。

合计全年，净利按年跌7.33%，至799万3000令吉，每股净利5.84仙；同期营业额扬4.9%，报2亿4790万7000令吉。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2015	31 Jul 2014	31 Jul 2015	31 Jul 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	69,295	59,946	247,907	236,327
2	Profit/(loss) before tax	3,031	3,383	14,336	13,594
3	Profit/(loss) for the period	1,867	2,616	9,714	10,537
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,821	1,706	7,993	8,625
5	Basic earnings/(loss) per share (Subunit)	1.33	1.25	5.84	6.31
6	Proposed/Declared dividend per share (Subunit)	4.00	3.50	4.00	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 ($$)	0.9400		0.9200

icy97

EX-date	11 Dec 2015
Entitlement date	15 Dec 2015
Entitlement time	05:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	First and Final Single Tier Dividend of 4.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Jul 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	BOARDROOM CORPORATE SERVICES (KL) SDN BHDLot 6.05, Level 6, KPMG Tower8, First AvenueBandar Utama47800 Petaling JayaTel:03-77201188Fax:03-77201111
Payment date	28 Dec 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Dec 2015
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	0.0400
Par Value	Malaysian Ringgit (MYR) 0.500

icy97

杰业首季赚546万

财经新闻 财经  2015-12-15 13:44
（吉隆坡14日讯）家具业务贡献大，推动杰业机构（JAYCORP，7152，主板消费股）截至10月31日首季，净利激增超过3倍，达545万5000令吉。

同期营业额则扬19.3%，报7668万6000令吉。

根据文告，家具业务持续占绝大部分的营业额比重，分别贡献6350万令吉营业额，及670万令吉税前盈利。

杰业机构解释，营业额和盈利均走扬，主要归功海外市场需求增加，以及销售成本减少。

另外，基于中国需求放缓，窑干（kiln-drying）业务的营业额和盈利双双走跌。

至于再生能源，虽然贡献200万令吉的营业额，但却蒙亏9000令吉。惟相比去年同期的110万令吉亏损，亏损已收窄，因生产效率获得改善。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Oct 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Oct 2015	31 Oct 2014	31 Oct 2015	31 Oct 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	76,686	64,274	76,686	64,274
2	Profit/(loss) before tax	6,263	3,462	6,263	3,462
3	Profit/(loss) for the period	5,419	2,116	5,419	2,116
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,455	1,156	5,455	1,156
5	Basic earnings/(loss) per share (Subunit)	3.99	0.85	3.99	0.85
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 ($$)	0.9900		0.9400

icy97

Date of change	18 Dec 2015
Name	MISS CHAY WAI YEE
Age	46
Nationality	Malaysia
Type of change	Resignation
Designation	Chief Financial Officer
Reason	To pursue her personal interest.

icy97

Date of change	15 Jan 2016
Name	MR CHEONG TUCK KONG
Age	42
Nationality	Malaysia
Type of change	Appointment
Designation	Chief Financial Officer
Qualifications	Professional Qualification in Finance/Accountancy from Certified Practising Accountant Australia (CPA Australia) and Malaysian Institute of Accountants (MIA)Executive Program in General/ Strategic Management from IMB Business School, LausanneBachelor's Degree in Accounting and Finance from University of Southern Queensland, Australia.
Working experience and occupation	October 1996 to January 2001Organisation: PricewaterhouseCoopersLast position held: Senior Auditor (Business Assurance)February 2001 to October 2003Organisation: Arab-Malaysian Merchant Bank BerhadLast position held: Corporate Finance ExecutiveNovember 2003 to September 2009Organisation: Deloitte Consulting (SEA) Sdn BhdLast position held: Senior Consultant/ Project ManagerDecember 2009 to December 2011Organisation: Avon Cosmetics Malaysia Sdn BhdLast position held: Senior Manager - Financial Planning & AnalysisJanuary 2012 to November 2015Organisation: Kao Malaysia Sdn BhdLast position held: Vice President (Finance/ Supply Chain/ Information System)

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2016	31 Jan 2015	31 Jan 2016	31 Jan 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	75,481	54,733	152,167	119,007
2	Profit/(loss) before tax	8,797	1,320	15,060	4,783
3	Profit/(loss) for the period	6,447	526	11,866	2,642
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,107	1,023	11,562	2,179
5	Basic earnings/(loss) per share (Subunit)	4.47	0.75	8.45	1.59
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 ($$)	0.9900		0.9400

icy97

Type	Announcement
Subject	OTHERS
Description	JAYCORP BERHAD  ("Jaycorp" or "the Company")ACQUISITION OF 100% OF THE ISSUED AND PAID-UP SHARE CAPITAL OF JAYCORP ENGINEERING & CONSTRUCTION SDN BHD
Introduction The Board of Directors of Jaycorp wishes to announce that the Company had on 1 April 2016 acquired 2 ordinary shares of RM1.00 each, representing 100% of the issued and paid-up share capital of Jaycorp Engineering & Construction Sdn Bhd (“JECSB”) from Tan Sri Abdul Majid Khan and En Muaz Bin Jema Anton Khan, for a total cash consideration of Ringgit Malaysia Two only (RM2.00) (“Acquisition”). Subsequent to the Acquisition, JECSB becomes a wholly-owned subsidiary of Jaycorp. Information on JECSB JECSB was incorporated on 6 January 2016 in Malaysia under the Companies Act, 1965. The authorised share capital of JECSB is RM5,000,000.00 divided into 5,000,000 ordinary shares of RM1.00 each and the issued and paid-up share capital is RM2.00 divided into 2 ordinary shares of RM1.00 each. The intended business activity of JECSB is engineering, construction and property development. Rationale for the Acquisition The Acquisition will enable Jaycorp to expand and enhance the efficiency of its Group’s activities into engineering, construction and property development. Directors' and/or Major Shareholders' Interests Tan Sri Abdul Majid Khan is a director of both Jaycorp and JECSB. He is also a major shareholder of Jaycorp. Encik Muaz Bin Jema Anton Khan is the son of Datuk Jema Anton Khan, a major shareholder of Jaycorp and Datuk Jema Anton Khan is the son of Tan Sri Abdul Majid Khan. Save as disclosed above, none of the Directors and/or major shareholders of Jaycorp and/or persons connected with them have any interests, direct or indirect, in the Acquisition. Financial Effects The Acquisition will not have any material effect on the earnings per share and net assets per share of Jaycorp for the financial year ending 31 July 2016. The Acquisition will not have any effect on the share capital, gearing and substantial shareholders’ shareholdings of Jaycorp. This announcement is dated 1 April 2016.

icy97

Type	Announcement
Subject	OTHERS
Description	JAYCORP BERHAD  ("Jaycorp" or "the Company")SUBSCRIPTION OF 60% OF THE ENLARGED ISSUED AND PAID-UP SHARE CAPITAL OF JAYCORP ENGINEERING & CONSTRUCTION SDN BHD
Introduction The Board of Directors of Jaycorp wishes to announce that the Company had on 13 April 2016 subscribed for an additional 599,998 new ordinary shares of RM1.00 each, representing 60% of the enlarged issued and paid-up share capital of Jaycorp Engineering & Construction Sdn Bhd (“JECSB”), for a total cash consideration of Ringgit Malaysia Five Hundred Ninety-Nine Thousand Nine Hundred and Ninety-Eight only (RM599,998.00) (“Subscription”). Following the Subscription, the shareholdings of JECSB is as follows: Shareholders of JECSB Number of shares in JECSB Percentage of equity interest in JECSB Jaycorp 600,000 60% Mr Lau Cheng Hiong 300,000 30% Encik Abdul Rahman Khan Bin Hakim Khan (“Encik Rahman”) 100,000 10% Total 1,000,000 100% Information on JECSB JECSB was incorporated on 6 January 2016 in Malaysia under the Companies Act, 1965. The authorised share capital of JECSB is RM5,000,000.00 divided into 5,000,000 ordinary shares of RM1.00 each and the issued and paid-up share capital is RM1,000,000.00 divided into 1,000,000 ordinary shares of RM1.00 each. The intended business activity of JECSB is engineering, construction and property development. Rationale for the Subscription The Subscription will be strategic and beneficial to Jaycorp for Jaycorp Group’s expansion into engineering, construction and property development. Directors' and/or Major Shareholders' Interests Tan Sri Abdul Majid Khan (“Tan Sri Majid”) is the Executive Chairman of Jaycorp and a director of JECSB. Mr Yeo Aik Tan ("Mr Yeo") is also an alternate director of Jaycorp and a director of JECSB. Both Tan Sri Majid and Mr Yeo are major shareholders of Jaycorp. Encik Rahman is the nephew of Tan Sri Majid. He is also a director of JECSB. Save as disclosed above, none of the Directors and/or major shareholders of Jaycorp and/or persons connected with them have any interests, direct or indirect, in the Subscription. Financial Effects The Subscription will not have any material effect on the earnings per share and net assets per share of Jaycorp for the financial year ending 31July 2016. The Subscription will not have any effect on the share capital, gearing and substantial shareholders’ shareholdings of Jaycorp. This announcement is dated 13 April 2016.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2016	30 Apr 2015	30 Apr 2016	30 Apr 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	69,122	59,606	221,288	178,612
2	Profit/(loss) before tax	5,960	6,522	21,019	11,304
3	Profit/(loss) for the period	4,213	5,205	16,078	7,846
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,405	3,992	15,967	6,171
5	Basic earnings/(loss) per share (Subunit)	3.22	2.92	11.67	4.51
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 ($$)	1.0200		0.9400

icy97

Date of change	01 Jul 2016
Name	MR LIM POH TEOT
Age	52
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Executive Director
New Position	Executive Director
Directorate	Executive
Qualifications	- Attained his Professional Accountancy Certificate from the Chartered Institute of Management Accountants ("CIMA") in 1988 and has been a Fellow of CIMA since 1993.- Member of the Malaysian Institute of Accountants since 1991.
Working experience and occupation	1987 to 1999Organisation: PCCS Group Berhad/ Harta Packaging Industries Sdn BhdLast position held: Group General Manager2002 to presentOrganisation: Jaycorp BerhadCurrent position: Executive Director
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct interest in 3,284,225 ordinary shares of RM0.50 each in Jaycorp Berhad.

Remarks :

Mr Lim Poh Teot has been appointed as Acting Chief Financial Officer.

icy97

Date of change	24 Jun 2016
Name	ENCIK MUAZ BIN JEMA ANTON KHAN
Age	26
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	1. General Certificate of Secondary Education from The Alice Smith School, Kuala Lumpur, Malaysia- 20042. General Certificate of Secondary Education (Secondary) from United World College of South East Asia, Singapore- 20063. International Baccalaureate from United World College of South East Asia, Singapore- 20084. BS.c. Honours (Human Genetics) from University College of London- 2011
Working experience and occupation	2012 to 2013Organisation: CIMB Private Equity Sdn BhdLast position held: AssociateJanuary 2013 to presentOrganisation: Jaycorp BerhadCurrent position: Head of Business Development
Directorships in public companies and listed issuers (if any)	None
Family relationship with any director and/or major shareholder of the listed issuer	Grandson of Tan Sri Abdul Majid Khan, the Executive Chairman of Jaycorp Berhad.Son of Datuk Jema Anton Khan, deemed substantial shareholder of Jaycorp Berhad
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	Deemed interested in 31,787,500 Ordinary Shares of RM0.50 each held by Jawala Corporation Sdn Bhd ("Jawala") in Jaycorp Berhad by virtue of his substantial shareholdings in Jawala.
Due Date for MAP	24 Oct 2016

icy97

Date of change	30 Jun 2016
Name	MR CHEONG TUCK KONG
Age	42
Gender	Male
Nationality	Malaysia
Type of change	Resignation
Designation	Chief Financial Officer
Reason	To pursue his personal interest.
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications	Not applicable
Working experience and occupation	Not applicable
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	None

Remarks :

Mr Cheong Tuck Kong is designated as the Group Financial Controller of the Company.The Board of Directors wishes to announce that following the resignation of Mr Cheong Tuck Kong, Mr Lim Poh Teot, an Executive Director, has been appointed as the Acting Chief Financial Officer.

哭哭鸟

JAYCORP(7152)盈利YOY进步184%，公司派发历史新高的10仙股息，周息率 = 7.58%！
Thursday, September 29, 2016
http://harryteo.blogspot.my/2016/09/1353-jaycorp7152yoy18410-758.html

JAYCROP(7152)公布了亮眼的业绩，净利按年进步了184%。不过最让人惊喜的是【杰伦】竟然派发了10仙的股息，以今天RM1.32的股价计算，相等于7.58%的周息率。而且每股盈利15.41仙足足比去年进步了164.56%，现在的PE = 8.57。以下是JAYCORP的a分析以及过往派息记录的对比。

• JAYCORP的营业额比上个季度下跌了9.73%，不过Net Profit却比上个季度12.64%，Net Profit Margin = 7.6%。
• 最新季度的USD/MYR = 4.048, 比去年同期的3.718高了许多，因此公司有0.368 mil的外汇盈利。
• 公司的资产债务有了非常的进步，现金增加+债务减低，所以现在公司手握15.735 mil的净现金，相当于每股净现金 = 12仙。
• 债务的减低也把Gearing ratio从0.144降低到0.135，NTA更是从1.02 上升到1.06.
  

上图是JAYCORP过往5年的表现，今年的营业额，盈利以及Profit Margin都处于巅峰。主要归功美金走强以及去年收购了一家新的沙发制造公司。

以上是业绩出炉前 vs 业绩出炉后:

• EPS从12.96进步到15.41，PE也从10.19下跌到8.57。
• 而ROE也从12.71提升到14.54，周息率更是从3.30%进步到7.58%。
  

JAYCORP过往9年的Dividend Payout平均是75.98%，是一家派息非常大方的公司。
所以笔者之前就预计公司会派发8仙的股息，谁知道公司竟然大方地派发了10仙的超高股息回馈股东。所以JAYCORP是一家赚多久分多的公司，相信这点可以吸引到不少股息投资者。

以上是公司的现金债务表，公司现在的Balance Sheet处于非常健康的水平，Gearing只有13.5%。相信未来要扩张的话，银行也会非常乐意借钱给JAYCORP.

公司过去几年都买进了一些廉价地皮，原来是为进军建筑业做准备。2016年公司建立了建筑部门，相信未来会为公司贡献正面的盈利。

家私以及Carton boxed的盈利都保持在水平上，而再生能源的亏损也从去年Q4的0.2 mil亏损减低到现在的0.02 mil。JAYCORP在FY2016的Loss before tax = 0.833 mil，只要FY2017可以不亏钱，按年计算就是多赚0.833 mil了。不过笔者相信在公司的努力下，再生能源在2017年会有更加好的表现。
公司会继续控制成本以及扩张新的市场以及达到更好的盈利以及成长。

JAYCORP在1月12号的时候曾经冲击RM1.42的新高，当时的EPS = 8.99仙。相隔了8个月半，公司的EPS进步到15.41仙，而且派发比去年4仙多了150%的股息。

市场先生会如何反应呢？时间会告诉我们答案！


以上纯属分享，买卖请自负。

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2016	31 Jul 2015	31 Jul 2016	31 Jul 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	68,138	69,295	289,427	247,907
2	Profit/(loss) before tax	5,057	3,031	26,077	14,336
3	Profit/(loss) for the period	5,034	1,867	21,113	9,714
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,177	1,821	21,144	7,993
5	Basic earnings/(loss) per share (Subunit)	3.79	1.33	15.46	5.84
6	Proposed/Declared dividend per share (Subunit)	10.00	4.00	10.00	4.00
		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 ($$)	1.0600		0.9400

kongsenger

買入高息股(7152 jaycorp) 杰业机构
2016年10月5日星期三
http://kongsenger.blogspot.my/2016/10/7152-jaycorp.html

1）買入高息股(7152 jaycorp) :股价rm1.35 ,股息10 仙(100元) , 周息率(dy)=7.4% ，
  2016年eps=15.4sen ,估算合理的pe=10 ,stock price =rm1.54

2)于30-07-2016 joycorp 的净现金为1573万,现金为 3833万.

3)30大股东已持有74.86%（102396张），市场流通量只有25.14%(34386张).

4)公司诚信度是很好的，因此数据造假应该不会发生在这公司上。

5)jaycorp 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。

6)买股看公司的未来是否成长，净利多少等，当可见度变得清晰，投资风险相对变小，
股价也将呈现上升势头，JOYCORP 会是不错的选择。

7)公司的赚副有7.3%.

8)看好該公司從強勁美元走勢和低原料受惠、資產負債表穩健.

9）建议10%股份買回（13725張），我看到是a,股价被低估。b,发紅股先兆。c,下来股价有支撑力.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5224229

10)向上趋势行情，rm1.42肯定破的，当股价到rm1.65 ，10sen股息算，其周息率pe =6% ,很吸引人，
公司业务傢係俬，建築，再生能源处成長，持有此股是不錯的选择。

11）jaycorp提供的投资机会时,真的是越買越高,趁现在低,早点进货,等待丰衣足食.

受益于强势美元.
因此出口导向为主的公司，在往后几年会是抗跌性强的
股项。有很好资本增值的机会。jaycorp2016年的净利创下历史新高，股价上升
是很自然的事，毕竟jaycorp被大家冷落，忽略许多年了，今日是时候认真来看待
jaycorp的价值与潜能了。

正确机率多才能成功
所以，总括一句，我们只是平民散户，通过本身对投资的喜好和研究，希望（努力）在股市中挣到不错的回酬，
什么大师专家，受之有愧，不必对号入座。
不论我们做什么决定，都会诚实的面对结果。投资组合不是考试，不能每次要求一百分。
这三年多来，我们确然做了一些低级错误，不过也做了更多的正确决定，所以我们才能获得如此不差的成绩。
现实生活里，错和对总是交叉发生，每次都做对，不叫“成功”，那是“完美”，是每个人追求的境界（却不大可能达到）。
成功的投资者，只需要把正确的投资机率更多发生就是了。

取自于--http://klse.i3investor.com/blogs/golden_years/55570.jsp

供参考,进出自负.

公司网站;http://www.jaycorp.com.my/

http://www.yeoaik.com/html/home.html