近期公布业绩亮丽的廉价股(Analabs,Ntpm,Prtasco,Hiro,Guh,Mwe,Tguan,Unimech...)

yatlokfatt

yatlokfatt

本人觉得MWE是另一个家值得大家给予注意的高股息股。
在KLSE千三点的时候，它的股价难得仍旧停留在九十多分左右，我想不久的将来必还会有大大上升的空间。你们觉得如何？？

MWE Holdings Berhad (“MWE”) was incorporated in the Federation of Malaya under the Companies Ordinance 1940 – 1946 as a public limited company under the name of Malaysia Weaving Printing Dyeing Factory Limited on 2 December 1964. On 30 June 1973, the Company changes its name to Malaysia Weaving Enterprise Berhad. The Company assumed its present name on 23 April 1979. The Company was listed on the Main Board of the Bursa Malaysia Securities Berhad on 27 June 1974.

MWE is an investment holding company. The principal activities of the subsidiary companies consist of manufacturing and sale of electronic products, property investment and development, building construction and contract works, rental of properties, investment holding, manufacturing and sale of garments, provision of secretarial, share registration, management, insurance agency and nominee services, trading in optical products, general trading, management of golf course and clubhouse, provision of property management services, provision of air and sea freight forwarding services and manage and operate oil palm plantation.

The core businesses of the MWE Group are in the electronics, textile and property divisions. A subsidiary company in the electronics division is involved in the manufacture of electronic power conversion products of multinational firms in telecommunications and computer technology. The lighting section of the division has contract with Putrajaya, adding to a list of contracts of other Malaysian landmarks which also include the Kuala Lumpur City Centre Twin Towers and the Kuala Lumpur International Airport. The textile division has established itself as a reliable and reputable manufacturer of garments and enjoys continual orders from its long term overseas customers.

Today, MWE will continue to explore the possibilities of leverage its capabilities and resources to expand its business involvement, and to focus on the development of integrated solutions and harnessing the potential for value creation in the Group’s operating sectors.

yatlokfatt

主要业务为生产与销售电路板的GUH，同时可能在这次的半导体的胀潮中受益良多。

penangist

Yat兄，你讲的Mwe好像有动点静了。

NightMareVIP

TECFAST(0084)呢?这股算ok吗?

yatlokfatt

TECFAST(0084)呢?这股算ok吗?
NightMareVIP 发表于 29-3-2010 01:18 AM

Review of Performance (TECFAST)
The Group recorded an unaudited loss before taxation of RM2.46 million for the quarter ended 31 December 2009 on a turnover of RM3.08 million compared with loss before taxation of RM6.36 million on a turnover of RM5.98 million recorded in the previous year’s corresponding quarter. The loss recorded for the current quarter was mainly due to higher fixed overhead costs as a result of reduced turnover and loss on impairment on certain building premises whereas the loss in the previous year’s corresponding quarter was mainly due to the loss of RM2.83 million due to the shut down of business in China and higher depreciation charges.

For the year ended 31 December 2009, total turnover of RM12.19 million was lower compared to RM32.27 million recorded in the corresponding period last year. The Group recorded a higher loss before taxation of RM9.88 million for the year ended 31 December 2009 compared to a loss of RM6.50 million for the same period in the prior year. The higher loss was largely attributable to the lower turnover coupled with impairment loss on certain building, plant and equipment, bad debts written off, fixed assets written off and allowance made for obsolete stocks that amounted to a total of approximately RM7.23 million.

看来公司依然面对严重销售额的流失，高企不下的固定成本与较高的财产拨备的困境。
不过，去年九月的一项38million的股权变动，从TRIFAST PLC 转手到新加坡人－ CHARTCHAI SAE的交易，不知可否为公司带来新的业务？

   

NightMareVIP

回复 206# yatlokfatt
以前这股很不错的可是现在一直持续亏损
不买进比较好
yat大哥
那你对ntpm评语怎么样?

yatlokfatt

尽量避开做长期投资在新上市的公司或者MESDAQ股，通常它的财政报告在开始几年都很亮丽的，我自己也还握住47sen的TECFAST。当作上课。

NTPM是只在我的投资组合里的主力股。分红后买入时的平均价少于28sen。
现阶段只建议乘低吸购，但必须时时留意它的季度业绩报告。

这只是我个人观点，后果自负。

NightMareVIP

回复 208# yatlokfatt我想进场ntpm RM0.605
长远投资应该会不错
其实我也看好TEOSENG
毛利有0.071

yatlokfatt

SPRITZR刚出炉第三季10年度业绩报告:
SPRITZER BHD reported higher year-on-year net profit of RM3.2 million for the third quarter ended Feb 28, 2010 from RM2.43 million a year earlier.

Revenue was 16.9% higher at RM32.49 million from RM27.79 million previously which was due to higher sales in various bottled water products, while earnings per share rose to 2.45 sen from 1.86 sen. No dividend was declared for the period.

For the nine-month period, the company saw a 53.7% rise in net profit to RM9.42 million from RM6.13 million, while revenue was also higher at RM93.28 million from RM80.09 million.

Cumulative earnings per share was 7.21 sen from 4.69 sen. No dividend was declared for the nine months ended Feb 28, 2010.

On the current year prospects, Spritzer aims to maintain its upward performance with improvements in production efficiencies and emphasis on marketing strategies.

“Although the new bottling plant set up in Shah Alam will only commence operations in 4Q and is not expected to have significant effect on the group’s results for FY10, the board believes it will be able to achieve higher revenue in 4Q10 on the back of increasing demand for bottled water due to the prolonged hot weather,” it said.

tken

一直都有留意您的贴，一句话。。。太棒了！
正在找一些股投资，所以最近都在扒您的贴，参考参考。。。
最近有什么股值得留意的？谢谢哦

yatlokfatt

业绩很好，如果负债可以减少更好。
以SPRITZR的现金流来看，这几年很难给高息。
如果和大大介绍的hiro相比 ...
小小天边 发表于 29-1-2010 11:44 AM

当时不被看好的的SPRITZR现在已经不同凡响了....


http://img59.imageshack.us/img59/4945/spritzr14410.png

lkb

请问insas如何？？？

yatlokfatt

GUH刚报出标青的业绩：

KUALA LUMPUR: Diversified GUH HOLDINGS BHD's first quarter net profit tripled to RM12.67 million from RM4.34 million a year earlier as the company booked a higher topline, and gains from its investment in quoted securities.

In a statement to the exchange yesterday, Penang-based GUH said its revenue for the first quarter ended March  2010 rose 32.1% to RM70.22 million from RM53.17 million, helped mainly by sales of the electronic component  manufacturer's circuit boards.

"In view of the positive market outlook amid global economic recovery, the group anticipates a satisfactory  results for 2010," said GUH which also develops properties and cultivates oil palm.

The company is also into power generation concessions.

In quarterly terms, GUH's net profit fell 0.9% from RM12.78 million in the preceding fourth quarter while revenue rose 3.5% from RM67.85 million.

GUH, the developer of the Taman Bukit Kepayang mixed real estate project in Seremban, Negeri Sembilan, also runs  an oil palm plantation in Kuala Muda, Kedah.

GUH holds a 20% stake in an independent power producer which owns the concession for the largest power plant in Cambodia.

yatlokfatt

TGUAN是最近我觉得值得再留意的低廉股(80sen)。它新近的业绩不错而且还宣布了4sen的股息。
但此股的成交量与价格总是常处于牢固的范围内交易，受到严重的低估。所以有持票能力的投资者不妨留意它！

yatlokfatt

刚刚收到TGUAN的年度报告，公司的30大股东的总股份从MAY 2009年的69.45％下降到APRIL 2010年的65.45％。

在30大股东表里面，亦显示它09年时的第二大股东AMANAH SAHAM BUMIPUTERA已经不再是它的30大股东（可能已经售完股份），而第四大股东GREAT EASTERN LIFE ASSURANCE的股份也从3M股减低到1.645M股。不过切有一家著名投资分析公司（DYNAQUEST S／B），它的的股份从360千增长到427千股，股东排行也从29位提升到第23位。

从以上的资料可以了解过去一年里，为何TGUAN的股价老是维持在低价位的水平。至以为何他们要卖出就不得而知，有待大家提供消息！

NightMareVIP

Efficen 也不错
大家不妨留意下

yatlokfatt

另外值得留意的是，在TGUAN的30大股东表里面，亦可以看到与槟城著名投资分析公司（DYNAQUEST S／B）有所相关的NEOH  CHOO EE ＆ CO，SDN BHD的股份也在一年内从800千股（0.76％）增长到1千299千股（1.236％），股东排行也从12位提升到第9位。

^flying^

楼主，Tguan的主要业务是做什么的？

小顺风

通源塑胶工业有限公司成立于1942年。通源塑胶工业有限公司，简称TGuan，最初是在一个小镇上从事包装的行当兼营茶叶和咖啡。直到1942年,洪通源先生仅用50马币的投资就使公司发展成为一个集经销茶叶和咖啡及其他消费品的贸易公司,塑料产品也销往当地市场。随着市场运营的稳步进行,通源于60年代开始生产以吸管和塑料绳为主的塑料产品。70年代,由于本地市场以及销售渠道的限制,我们不断地扩大经营范围,包括生产塑料袋，塑料条，餐巾纸及仿制纸巾等。80年代是马来西亚工业复兴时期, 政府大力支持外商直接投资,这时, 我们改进了生产技术和工艺以满足发展迅速的跨国公司及本地工厂在质量和服务上对我们的迫切期望，也就是在这个时期，我们把生产基地扩张到了沙巴，以顺应马来西亚东部快速发展的需要。如今,我们已成为沙巴最大的塑料包装生产商。

我们的辛勤耕耘以及质量上的持续改进意味着新的时期来临了,这就要求我们不仅要专注于一小片国内市场,更要放眼于国外。经过一年多的努力, 90年代初, 我们的第一个集装箱出口到了日本市场。现在, 我们平均每月出口120个集装箱到日本, 我们的承诺是生产质量不断完善的产品，我们的双溪大年工厂于1996年荣获了ISO9002质量认证，1998年，沙巴工厂也取得了同样的认证。1997年,我们在吉隆坡证券交易所名列第二版,同年,我们开始生产栈板用PE 拉伸膜。到2000年,我们已成为东南亚最大乃至亚洲板块最大的PE膜生产商。到2002年,公司在吉隆坡证券交易所名列榜首。2000年，我们在中国成立了通源塑胶工业（苏州）有限公司。系属马来西亚通源工业有限公司在中国成立的属下第一家子公司。2003年，我们在中国成立属下第二家子公司通源塑料包装（苏州）有限公司。现在,TGuan已是亚洲板块最大的栈板PE膜生产商之一,年产量高达100,000吨。在过去的65年当中,我们的确是取得了很大的进步和成功,但我们的使命还要继续，我们追求的不仅仅是最优质的产品，而且是近乎完美的客服。