【OSK 5053 交流专区】侨丰控股

江湖

周期性的金融股 - 证卷业

我发现osk 因为近期的牛市生意节节上升， 最近的暴跌让其股价接近一年新低。

他们的派息率不高。
不过，会把其一半的盈利当股息派出来。

还有Q1 的成绩也令人兴奋， 三个月就做了去年半年的生意。。

不知各位大大有什么意见？？



[ 本帖最后由 kitkatlow 于 21-11-2007 09:10 AM 编辑 ]

朝阳的阳光

它的股价真的跌的很低。。。害我脱不了手。。

江湖

2006 整年的股票volume 和value
value : RM 35,547,535,857.33
排行第五 （market share 6.40%)






2007 年一月到七月股票volume 和value
value :ＲＭ　５３７４５４２０２６４．１５　
排行第五 （market share 7.04%)





我看今年的eps 不会低过rm 0.30，可能有rm 0.20 利息派。。。

如果不是market 不stable 真的想买一点点。。。


资料来源：ｗｗｗ．ｂｕｒｓａｍａｌａｙｓｉａ．ｃｏｍ

[ 本帖最后由 江湖 于 22-8-2007 09:51 AM 编辑 ]

KelvinLiew

很兴趣楼主的分享－－期待更多功课－－

OSK－－其评论－股票评估已经是超级黑手指的说－－比足球比利还要乌鸦

东邪

原帖由 KelvinLiew 于 22-8-2007 02:39 AM 发表
OSK－－其评论－股票评估已经是超级黑手指的说－－比足球比利还要乌鸦

这个我绝对赞成。。
OSK认第二，没人敢认第一

江湖

22八月07年		Market price	No. of Share	Mkt Capt
OSK VI	66%	2.18	150000000	327000000	215820000
OSK PROPERTY	64%	1.27	99998993	126998721	81279182
					297099182
				OSK/Share	0.47

OSK 有两个子公司是上市的， 就是OSK VI  和 OSK PROPERTY，

有64% 的 OSK PROPERTY 和 64% OSK VI 市价值接近3亿，或 0。47仙


相信如果OSK PROPERTY 和 OSKVI 暴涨的话， 很大机会OSK 也会涨

kok1984

江湖前辈，你好
1。证券股是周期股没错，但是我认为现在不是最佳买入时机了
如果你现在要买入的话，只有指望指数会上升到1500点以上，你才会有斩获

2。如果从market share来看，为什么你不买行业老大HDBS呢？

3。OSK未来有没有扩大他的MARKET share呢？

KelvinLiew

原帖由 kok1984 于 22-8-2007 05:45 PM 发表
江湖前辈，你好
1。证券股是周期股没错，但是我认为现在不是最佳买入时机了
如果你现在要买入的话，只有指望指数会上升到1500点以上，你才会有斩获

2。如果从market share来看，为什么你不买行业老大HDBS呢 ...

询问下－－这老大好像开始换码头了－－转攻屋业－收购地皮－－请问是吗？？

江湖

  别叫我前辈，你们才是前辈

1。证券股是周期股没错，但是我认为现在不是最佳买入时机了
如果你现在要买入的话，只有指望指数会上升到1500点以上，你才会有斩获
对， 我也这么认为，所以我只在星期一rm 2。18买入1400股 投机 投机

2。如果从market share来看，为什么你不买行业老大HDBS呢？
有，我看到老大的market share 有下降的迹象， 从11。49 到11。01
其后4名都有上升， 还有我看到osk 和 cimb 很努力的promote 其产品。

还有我觉得老大的online system 是最老爷的。。

3。OSK未来有没有扩大他的MARKET share呢？
osk 有个特别的地方，其trading volume 是最多的，这代表什么呢? 散户的最爱？

[ 本帖最后由 江湖 于 23-8-2007 10:32 PM 编辑 ]

kok1984

我有点好奇为什么，其trading volume 是最多的
但market share才排第5？

Orochimaru

OSK年年赚钱, 今年赚更多

江湖

最新的业绩报告这个礼拜要出了，肯定有好业绩。　大胆估计Ｑ２可能有ＲＭ０．１５／ｓｈａｒｅ

Buoyant H1 for OSK with higher earnings

PETALING JAYA: OSK Holdings Bhd, which is due to release its second quarter ended June 30 results this week, is likely to post an improvement in earnings, thanks to the buoyancy of the local bourse as well as regional markets during the first half of the year.  

The KL Composite Index rose 21.2% in the first six months, while the Singapore Straits Times Index gained 16.8% and the Hang Seng Index improved 6.7% during the same period.

According to Bursa Malaysia, the month of February had the highest trading value amounting to RM63.5bil.  

For the first half of the year, average trading value was about RM54.1bil. This could translate into some handsome broking fees for industry players.  

OSK already had a good first quarter ended March 31. In the first three months of the year, revenue jumped to RM280mil compared with 119.7mil in the same quarter of 2006 while pre-tax profit surged 193% to RM119.2mil from RM40.7mil during the period.  

Stockbroking and related activities accounted for 53% of pre-tax earnings while about 17% was from overseas operations, namely Singapore and Hong Kong.  

OSK is also one of the most active issuers of call warrants on Bursa Malaysia. In Singapore, it owns 51% of DMG & Partners Securities Pte Ltd and holds 87.5% of OSK Asia Holdings Ltd of Hong Kong.  

If its peer's performance could be of any indication, AmInvestment Group Bhd saw an 8.6% increase in broking commission to RM47mil for the quarter ended June 30 compared with RM43.3mil in the previous quarter ended March 31.  

  
K&N Kenanga Holdings Bhd, in its recent second quarter results, reported that broking fees amounted to RM39.2mil.  

According to Bursa Malaysia website, OSK had the fifth largest market share based on trading value as of end June. AmInvestment and K&N Kenanga stood at third and fourth place respectively.  

An industry observer noted that a number of brokers had active inter-broking activities while OSK’s stockbroking operations were mainly based on retail and institutional players.  

“While inter-broking activities bolstered trading volume, they usually have lower margins compared with retail and institutional,” he noted.  

In that sense, market share standing might not be a good indication of profitability of stockbroking houses, he added.  

Meanwhile, the recent move by the Chinese government to allow its people to invest directly in the Hong Kong stock exchange in a trial programme could bode well for OSK.  

While its presence in Hong Kong may not be significant compared with the bigger players, the influx of capital from China should boost stockbroking activities further.  

Investors seem to be positive on the company as well. For four consecutive trading days, OSK shares had appreciated by 17.3% to close at RM2.44 on Friday.


消息来源：　http://biz.thestar.com.my/news/s ... 695115&sec=business

[ 本帖最后由 江湖 于 27-8-2007 01:40 PM 编辑 ]

江湖

5053 OSK, OSK HOLDINGS BHD

Quarterly rpt on consolidated results for the financial period ended 30/6/2007 28 Aug 2007, 18:00 Report Status UnAudited Quarter 2nd Quarter For Financial Year End 31/12/2007 Individual Period Cumulative Period Current Year Quarter Precending Year Corresponding Quarter Current Year to Date Precending Year Corresponding Period 30/06/2007 30/06/2006 30/06/2007 30/06/2006 RM'000 RM'000 RM'000 RM'000 Revenue 303,269 147,544 583,315 267,628 Profit/(Loss) before Tax 127,996 35,226 247,189 75,960 Profit/(Loss) after Tax and Minority Interest 97,919 25,463 184,938 54,459 Net Profit/(Loss) for the Period 80,817 16,967 158,442 41,740 Basic Earnings/(Loss) per Shares(sen) 12.53 2.78 25.02 6.84 Dividend per Share(sen) 10.00 5.00 10.00 5.00 As At the End of Current Quarter As At the Preceding Financial Year End NTA per Share(RM) 2.1900 2.0100 Remark The Board of Directors has recommended an interim dividend of 10 sen per share less 27% income tax for the financial year ending 31 December 2007.

小巴菲

是不是将派10仙的中期股息？？？？？

mac.tay

如果Q3 & Q4保持1H水平，就是EPS=50cts, PE <5 (RM2.3x)
Interim dividend 10cts, 多1次的话，20cts，DY = 8%
我买鸟5粒～

江湖

ＣＩＭＢ　在九月四号发出售出建议，因为前景不被看好。。。


OSK Holdings (5053)
A bit more upside
Longer-term indicators are pointing to a poorer　outlook. Hence, the best strategy to adopt is to sell on　rallies.

Technical Sell: Stop Loss: ST Target Price:
RM2.60 - 2.80　　　　 N/A　　　　　　 RM2.25

Immediate outlook: As we expected, the Kuala Lumpur Composite Index
(KLCI)　closed the gap at 1,255-1,261 on Thursday before rebounding to end the week at　1,273.93, almost unchanged from the previous week. For the
upcomiｎg week, the　index is likely to edge higher to retest the 1,285 and 1,300 resistance levels.

Although there are still no signs of a reversal, we believe that there is limited room on　the upside. For longer-term traders, this rebound is a
chance to sell into strength.

Short-term traders who bought last week should unload all of their shareholdings this　week.

Medium-term outlook (2-6 months): Since last month, we have been
warning investors of the increasing danger of a sudden decline. We did see a very sharp decline over the past couple of weeks. The collapse of the 1,330-1,335 support confirms that the new MT consolidation is underway. Indicators remain negative, suggesting that any rebound is likely to be short-lived. LT investors should continue to sell into rallies as there could be a retest of 1,140 again soon. We believe that this MT consolidation could last 1-5 months.

Description: OSK Holdings is an investment holding company. Through its
subsidiaries, the company provides stockbroking, underwriting and
placement of securities, corporate financing, finance and advisory, investment
management, and unit trust management services. OSK also invests and
develops properties, and trades futures and commodities.
Immediate outlook: The stock rebounded from its strong support of RM2.00
in early August to current levels. Although its short-term indicators are
looking positive, the upside may be capped. It is now testing the
breakdown trend line at RM2.65. With the longer-term indicators still in
consolidation, it may be better to Technical Sell at RM2.60-2.80. The ST
downside target is its support at RM2.25.

Medium-term outlook (2-6 months): The chart below shows that the stock broke out of its LT resistance at RM2.00 in February and hit a high of
RM3.54. The said resistance is now its strong support. We expect the bears
to try to take out this support again soon as its weekly indicators are
still in consolidation. There is a good chance that the support will hold. We would only consider buying at the support should the share price stay
above RM2.00 for at least a month or two. For now, take profits and keep  cash.

[ 本帖最后由 江湖 于 4-9-2007 04:17 PM 编辑 ]

mac.tay

酱我是不是不应该等10cts股息？

江湖

原帖由 mac.tay 于 4-9-2007 04:16 PM 发表

酱我是不是不应该等10cts股息？

依我看，以七月，　八月成交量加这个月，　ｅｐｓ　可能不会少过ｒｍ０．１０
我刚刚看过ｂｕｒｓａ　的资料，　ｏｓｋ　，７月，８月还是排行第五。。。

mac.tay

今天又给人家丢票。。。
我没有眼看鸟～收住咯～

Orochimaru

CIMB是绝对不可以相信的。