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CTboy 投资理财日记

Friday, 25 November 2016. OKA (7140) 最新季度报告分析 - FY 2017 Q2. OKA 最新一季的报告终于出炉啦,还好没让我大失所望,毕竟最近有很多公司的成绩都不是很理想。如果不知道OKA是干什么生意的可以看回去之前的文章 http:/ ct-boyinvestment.blogspot.my/2015/12/oka.html. 这季度的营业额和税后盈利分别是 RM40.8mil 和 RM6.5mil. 税后盈利 QoQ 上涨了 29.7% YoY 也上涨 5%. Profit Margin 增至 15.9%, 比上个季度的10.9% 进步. 流动现金,Retained Profit,NTA, Cash Flow 和各项指标都更上一层楼。(自己看功课。懒惰写 XD). 不得不提的是,身为搞建筑的OKA还是可以维持0债务,真是难得,难得。 因为ESOS的关系,总股数增至 159,194,000 units. 笔者给OKA的八字仙言 :“赢在稳定,成长可期”. Thursday, 27 October 2016. 管理层把这季度的逊色业绩归咎于政府在今年初宣布冻结引入...

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Friday, 25 November 2016. OKA (7140) 最新季度报告分析 - FY 2017 Q2. OKA 最新一季的报告终于出炉啦,还好没让我大失所望,毕竟最近有很多公司的成绩都不是很理想。如果不知道OKA是干什么生意的可以看回去之前的文章 http:/ ct-boyinvestment.blogspot.my/2015/12/oka.html. 这季度的营业额和税后盈利分别是 RM40.8mil 和 RM6.5mil. 税后盈利 QoQ 上涨了 29.7% YoY 也上涨 5%. Profit Margin 增至 15.9%, 比上个季度的10.9% 进步. 流动现金,Retained Profit,NTA, Cash Flow 和各项指标都更上一层楼。(自己看功课。懒惰写 XD). 不得不提的是,身为搞建筑的OKA还是可以维持0债务,真是难得,难得。 因为ESOS的关系,总股数增至 159,194,000 units. 笔者给OKA的八字仙言 :“赢在稳定,成长可期”. Thursday, 27 October 2016. 管理层把这季度的逊色业绩归咎于政府在今年初宣布冻结引入...
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ctboy 投资理财日记,废话少说,来看看季报重点:,未来展望:,happy investing!,ct boy,posted by,chin tong chun,no comments,email this,blogthis,share to twitter,share to facebook,share to pinterest,季报重点:,外劳短缺将会是公司最头疼的问题,希望政府在这一点能有所让步,话说笔者也潜水了好一阵子,也是时候勤力一点为大家分享最近做的一些冷门股的功课,潜在利好:,潜在利空:
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CTboy 投资理财日记 | ct-boyinvestment.blogspot.com Reviews

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Friday, 25 November 2016. OKA (7140) 最新季度报告分析 - FY 2017 Q2. OKA 最新一季的报告终于出炉啦,还好没让我大失所望,毕竟最近有很多公司的成绩都不是很理想。如果不知道OKA是干什么生意的可以看回去之前的文章 http:/ ct-boyinvestment.blogspot.my/2015/12/oka.html. 这季度的营业额和税后盈利分别是 RM40.8mil 和 RM6.5mil. 税后盈利 QoQ 上涨了 29.7% YoY 也上涨 5%. Profit Margin 增至 15.9%, 比上个季度的10.9% 进步. 流动现金,Retained Profit,NTA, Cash Flow 和各项指标都更上一层楼。(自己看功课。懒惰写 XD). 不得不提的是,身为搞建筑的OKA还是可以维持0债务,真是难得,难得。 因为ESOS的关系,总股数增至 159,194,000 units. 笔者给OKA的八字仙言 :“赢在稳定,成长可期”. Thursday, 27 October 2016. 管理层把这季度的逊色业绩归咎于政府在今年初宣布冻结引入...

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CTboy 投资理财日记: HOMERITZ 家丽资 2016 Q2 季度报告出炉!

http://ct-boyinvestment.blogspot.com/2016/04/homeritz-2016-q2.html

Thursday, 28 April 2016. HOMERITZ 家丽资 2016 Q2 季度报告出炉! 让笔者等到颈项都长的HOMERITZ最新季度报告终于出来了!话说这几天都一直刷新http:/ www.malaysiastock.biz 的网站,那心情就好像大学期间等待成绩放榜的时候一模一样啊,XD. 乍看之下,这季度的业绩报告也没多大的惊喜(出口股都跌到惨兮兮了还想怎样?哈哈)。这个季度的营业额是RM42.49MIL,税后净利RM8.07MIL,每股盈利RM0.0269,没有宣布派发股息(虽然是预料之中,可是还是有点小失望)。YoY税后净利进步了23%,可是相比之下QoQ却退步了9.2%。 管理层对这季度的业绩显得相当满意,因为整体上来说公司的销售额和盈利度都增加了。只是有一点要稍微注意的是,管理层表示说营业额的进步归功于强势美元,而且还说了2次?(还是因为没东西写了?哈哈). 正所谓好公司不怕守, 还持有Homeritz的股友们,让我们一起守到天明的那一天吧! PS 这只是本人的心得分享,并没有建议任何买进或卖出讯号,买卖之前请做好功课。 28 April 2016 at 18:01.

2

CTboy 投资理财日记: LEONFB(两发)2015 Q4 业绩报告

http://ct-boyinvestment.blogspot.com/2016/03/leonfb2015-q4.html

Wednesday, 2 March 2016. LEONFB(两发)2015 Q4 业绩报告. 由于去年有做了一些关于两发企业(主板钢铁股)的功课,公司也在2月未的时候公布了最新的业绩,虽然没有持有这公司,可是当然也要记录起来一起分享啦,哈哈。 首先让我们看看上图的记录。这个季度的营业额是RM127mil,税后净利是RM3.4mil。比起上个季度Q3的RM120mil和RM4.67mil,营业额增加了5.24%;可是税后净利却锐减了26%。2015全年的营业额是RM505mil,净利RM18mil。营业额比2014年的RM489mil微涨了3.27%,但是净利却比RM27mil大幅走低了33.3%。2015年的平均赚幅也收窄至3.66%(2014年是5.63%). 在资产负债表里可以看到公司的现金RM3.2Mil,短期债务是RM161mil,长期债务是5.3mil,总债务是RM167mil,是家净负债公司。 本人觉得两发在2016年将会面对更多的挑战,例如政府调高外劳人头税,电费涨价以及低迷的钢铁价。所以怕死的我还目前是保持观望吧。 Subscribe to: Post Comments (Atom).

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CTboy 投资理财日记: December 2015

http://ct-boyinvestment.blogspot.com/2015_12_01_archive.html

Friday, 25 December 2015. 圣诞特辑-大马包装股大比拼!!! 又到圣诞,又到圣诞~在这里恭祝各位读者们圣诞节和新年快乐。2015年已经来到了尾声,大马股市也剩下几个交易日就封关了,希望大家在2015年里都有好成绩,发啊! 回到了今天的主题-大马包装股大比拼。大家都知道2015年疲弱的马币造就了很多以出口为主要业务的公司业绩扶摇直上,受益最大的行业有手套股,科技股,家私股,以及包装股。随着美国宣布升息,相信2016年马币也很难回到2014年的水平,短期内出口股有比较大的机会受到市场先生的青睐。 由于上个星期买进了包装股之一的CENBOND,所以就着做了一些同行之间的功课,以增加本人对该公司的信心 XD。好了,让我们来看一看大马包装股同行之间的一些数据吧. SCGM 和DAIBOCI 的ROIC都比CENBOND高,分别是20.1,12.9以及8.56。除此之外CENBOND的 D/A Ratio 也是最低的,只有区区的0.15,可以大大的减低了到债的风险。这有可能是因...市场上的包装股因为受惠于强劲美元而变得股价不菲,DAIBOCI更是来到了RM5.15的历...Lafarge ...

4

CTboy 投资理财日记: September 2015

http://ct-boyinvestment.blogspot.com/2015_09_01_archive.html

Tuesday, 29 September 2015. 直销(Direct Selling),按 世界直销联盟. 的定义,直销指以面对面且非定点之方式,销售商品和服务,直銷(direct marketing):是描述沒有中間商的行銷。直銷者繞過傳統批發商或零售通路,直接從顧客接收訂單。 传统销售管道 : 厂商- - 批发商 - - 代理/商店- - 消费者. 直销管道 :厂商 - - 代理/消费者. 看完了上图后,相信大家对能简单的了解传统销售和直销的分别了吧。一般上传统销售管道会由生产商负责生产然后把物品给指定的批发商,批发商都会以一定的数量再转卖给代理零售或商店,最后再卖给了消费者。 大家都明白在经过这么多手的交易之后,物品的价格肯定会被抬高了不少。那为什么消费者还会愿意向代理或零售商买东西呢?那重点在于在这销售链里的每一个点都会附加不一样的价值。例如厂商需要找批发商开发市场是因为他们不想花太多的资源或时间去开发他们不熟悉的市场,而且他们比较想专注于生产或者开发新的产品。好了,到了批发商这里&#6529...我曾经也在大马安利公司里的其中一个组织里待了整整一年多。在这一年多里我看到许多...

5

CTboy 投资理财日记: 功课分享 - 柳谷系統 WILLOWGLEN MSC (0008)

http://ct-boyinvestment.blogspot.com/2016/05/willowglen-msc-0008.html

Tuesday, 24 May 2016. 功课分享 - 柳谷系統 WILLOWGLEN MSC (0008). 来看看WILLOW (0008) 主板科技股, 一家小型科技股公司,设立于1998年 5 月 20号,该公司的总部位于马来西亚吉隆坡。市值只有RM158MIL(小并不代表不好哦,可能静静赚钱没人懂)。该公司的主要业务是提供电脑化的监控系统 - SCADA (Supervisory Control And Data Acquisition), 其提供服务的客户领域是石油与天然气输送管,废水处理站,铁道和道路管理公司,发电厂,建筑服务公司以及等等。 该公司的主要市场是新加坡和马来西亚,分别占了68%和32%的总营业额。除此之外在印尼,加拿大和香港都有设立联营和子公司。 PE - 9.5 (少过10 = Passed). ROE - 13.79 (超过10% = Passed). DY - 3.05 cent (少过4% = Passed 一半). 净现金公司 - RM44MIL,每股现金RM0.18. 总结来说,WILLOW的生意模式和一般的科技公司比较不一样。大马的...PS 这只是本人的功课...

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CTboy 投资理财日记

Friday, 25 November 2016. OKA (7140) 最新季度报告分析 - FY 2017 Q2. OKA 最新一季的报告终于出炉啦,还好没让我大失所望,毕竟最近有很多公司的成绩都不是很理想。如果不知道OKA是干什么生意的可以看回去之前的文章 http:/ ct-boyinvestment.blogspot.my/2015/12/oka.html. 这季度的营业额和税后盈利分别是 RM40.8mil 和 RM6.5mil. 税后盈利 QoQ 上涨了 29.7% YoY 也上涨 5%. Profit Margin 增至 15.9%, 比上个季度的10.9% 进步. 流动现金,Retained Profit,NTA, Cash Flow 和各项指标都更上一层楼。(自己看功课。懒惰写 XD). 不得不提的是,身为搞建筑的OKA还是可以维持0债务,真是难得,难得。 因为ESOS的关系,总股数增至 159,194,000 units. 笔者给OKA的八字仙言 :“赢在稳定,成长可期”. Thursday, 27 October 2016. 管理层把这季度的逊色业绩归咎于政府在今年初宣布冻结引入...

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