【AWANTEC 5204 交流专区】（前名 PRESBHD ）

168007

做么我找不到它的专区的？
这支廉价教育股很闪眼，怎么没人注意到？

williamnkk81

回复 1# 168007


    这是一家新公司。。。去年7月才上市。。。

williamnkk81

回复 1# 168007

Prestariang吸引策略伙伴 进军高等教育领域

二零一二年五月三日 晚上七时三十三分
吉隆坡3日讯）成长快速的资讯科技服务供应商Prestariang有限公司（PRESBHD，5204， 贸易服务组）雄心万丈，将进军高等教育领域，据财务主管称，此举将使到公司在国内经济蓬勃的私人教育领域中成为一名佼佼者。

据接近Prestariang公司财务主管的人士称，该公司还提供国际IT巨头，如IBM，微软和甲骨文的认证计划，并已取得的专利权，以设立一个私人学院，它将为信息技术服务的学生提供学位。

针对公司被推测已被获准可参与高等教育的事业一事，包括获得罕有执照设立一间大学，以便为信息和通信技术提供课程。但接近该公司的财务主管说，新的合资公司的基石都已经到位。

该公司曾于上个月宣布，它已设立一间拥有2000万令吉的缴足资本子公司。然而，没有太多的细节，除了在其所提供细节外。

“这一收购行动是符合Prestariang的扩展战略，是一个良好的机会，让本集团可利用其核心能力，为信息和通信技术在提供培训和认证，而使到公司成为大马与全球市场的卓越教育供应商。”

据熟悉该计划的财务主管称，其较高的教育风险较低的资本开支将是一个独特的商业模式。他说“这将是有点类似世纪教育集团有限公司（SEG，9792，贸易服务组）简单的操作模式，它未拥有任何物理性质。”

高等教育正吸引着强大的投资者，这是因为政府正在巩固该领域与限制业者的数量。为私募股权投资基金的Navis资本伙伴有限公司，最近收购了在SEGI的控股权，而国家股权公司却收购了Cosmopoint私人有限公司的90%股权，这间公司拥有数间的学院。此外，也有谣言传出Masterskill教育集团有限公司（MASTER，7029，消费产品组）与精英国际机构有限公司（HELP，7236，贸易服务组）将会成为下一个被收购的目标。

教育行业不断获得垂青，而Prestariang进军教育领域预料会成为焦点。

该公司目前正在参与提供ICT服务，并着重专业培训和认证，以及软件许可证的分配和管理。

对于新的合资公司，消息称，Prestariang可能会与像微软这样的公司合作，在过去8年来，后者一直是前者最重要的合作伙伴。 “而Prestariang现在所做的事是一项垂直整合。”

他称，Prestariang拓展高等教育领域将提供更稳定的经常性收入，相对其目前的培训和认证服务。

他称：“学生入学后，会有一个至少三年的锁定收入。假设设施是作为帮助的学生人数约10,000大小相同，公司在一年内可获得1千万令吉的额外利润收入。”

根据这一假设，这将使自去年7月份上市以来，业绩有出色表扬的Prestariang锦上添花。

Prestariang在2010年财政年内业绩中，所获得净利较前期锐涨123%，由之前的1510万令吉挺至3360万令吉，而营业额收益却高涨91%，由前期的5850万令吉增至1亿1180万令吉。

该公司的软件许可证分配和管理业务，目前为公司带来80%的净利贡献，而其余贡献是由信息和通信技术培训和认证计划所带来。

http://www.kwongwah.com.my/news/2012/05/03/107.html

williamnkk81

回复 1# 168007    
Prestariang:多元化盈利来源

Prestariang正计划开拓盈利来源，目前把焦点放在内部发展的文凭课程，如：就职英语课程及绿色资讯科技解决方案等。1Citizen计划也正如火如荼的展开。

另外，公司计划推动较能带来高回酬的培训及文凭业务，并将营业额贡献从之前的20%增加到40%。

虽然公司季度盈利动荡，但侨丰预料，很快将会平复，不会再发生2011年首半年的情况。当时，盈利因季节性因素而剧烈滑落。

此外，现金充裕的Prestariang也希望透过派发股息回馈股东。

侨丰从去年9月开始注意这家公司的股票，这段期间内市值已增一倍，不过，该行还是看到股价有上修评级的潜能。

“这主要是因为公司估值并不高，目前仅以2012财政年5倍的本益比交易，股息回酬率却超过10%。”

http://www.nanyang.com/node/440466?tid=462

icy97

Announcement Date	Financial Year	Quarter Number	Financial Quarter	Revenue (RM,000)	Profit Before Tax (RM,000)	Net Profit (RM,000)	Earning Per Share (Cent)	Dividend (Cent)	NTA (RM)
19/04/2012	31/12/2011	4	31/12/2011	32,628	11,356	10,555	4.80	4.00	0.300
15/11/2011	31/12/2011	3	30/09/2011	33,134	10,072	10,072	4.69	4.00	0.300
23/08/2011	31/12/2011	2	30/06/2011	8,946	1,697	1,697	2.69	0.00	18.180

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=P&securityCode=5204

週期效應衝擊‧畢達良首季淨利料降低

熱股評析  2012-05-04 19:03
（吉隆坡4日訊）畢達良（PRESBHD，5204，主板貿服組）將在本月28日公佈2012年首季業績，僑豐研究預期在週期效應影響下，首季淨利或按年呈跌，介於800萬至900萬令吉，惟估計將在下半年起飛。

下半年才顯現成長
僑豐指出，由於國立大學文憑供應工作將在下半年落實，預見畢達良強勢淨利成長屆時才顯現，此外，該公司管理層亦尋求降低盈利波幅，同時探討用每季派息形式更好地回饋小股東。

僑豐說，畢達良在2011年有75%收入來自軟件執照分銷業務，培訓文憑業務僅佔25%，惟今年貢獻比例料上揚至60對40，而且培訓文憑業務核心盈利貢獻可能首次超越軟件分銷，崛起成最大盈利來源。

“這是因為畢達良所提供的培訓文憑乃自身創建，一般來說，自行發展文憑需耗200萬令吉研發開銷，但若成功創造知識產權，相關服務淨賺幅最高能上探70%。”

未來，僑豐認為該公司將嘗試借重自家發展文憑及可能進軍海外市場，同時在今年下半年推介職業英語和Green IT等培訓項目，估計能進一步帶動2013財政年盈利成長。

僑豐也說，畢達良旗下僅有50名永久雇員，運作資本需求偏低，直接增加派息能力；按50%派息率計算，僑豐估計該公司在2012財政年派發每股9.2仙股息，依目前股價計算，週息率逼近10%，非常誘人。

值得一提的是，泰萊教育私人有限公司在今年2月杪，透過公開市場買進畢達良50萬股股票，僑豐認為儘管目前尚未有相關消息傳出，但不排除雙方未來展開更深入合作的可能。

股價遭低估
僑豐補充，雖然畢達良股價自去年9月至今翻漲一倍高，但就估值而言，該股依然遭到低估，目前僅以2012年5.4倍和2013年4.8倍本益比交易，若未來再傳出具體發展或攫獲新合約，股價上揚空間可能加寬。

有鑑於此，僑豐維持該股目標價在1令吉48仙，重申“買進”評級。（星洲日報／財經）

无敌小东东

个人看好这只股,趁底敢敢收。

吉人天相

回复 6# 无敌小东东


   低是几低？

168007

回复  无敌小东东


   低是几低？
吉人天相 发表于 15-5-2012 09:55 PM

    0.95-0.995敢敢收因为他的分红是50%
    短期没起也会有不错的花红收~去年就给了rm80，不到一千一粒的股可以分这样的花红，你自己算算吧！

168007

周期效应冲击‧毕达良首季净利料降低

热股评析 2012-05-04 19:03
（吉隆坡4日讯）毕达良（PRESBHD，5204，主板贸服组）将在本月28日公布2012年首季业绩，侨丰研究预期在周期效应影响下，首季净利或按年呈跌，介于800万至900万令吉，惟估计将在下半年起飞。

下半年才显现成长
侨丰指出，由于国立大学文凭供应工作将在下半年落实，预见毕达良强势净利成长届时才显现，此外，该公司管理层亦寻求降低盈利波幅，同时探讨用每季派息形式更好地回馈小股东。

侨丰说，毕达良在2011年有75%收入来自软件执照分销业务，培训文凭业务仅占25%，惟今年贡献比例料上扬至60对40，而且培训文凭业务核心盈利贡献可能首次超越软件分销，崛起成最大盈利来源。

“这是因为毕达良所提供的培训文凭乃自身创建，一般来说，自行发展文凭需耗200万令吉研发开销，但若成功创造知识产权，相关服务净赚幅最高能上探70%。”

未来，侨丰认为该公司将尝试借重自家发展文凭及可能进军海外市场，同时在今年下半年推介职业英语和Green IT等培训项目，估计能进一步带动2013财政年盈利成长。

侨丰也说，毕达良旗下仅有50名永久雇员，运作资本需求偏低，直接增加派息能力；按50%派息率计算，侨丰估计该公司在2012财政年派发每股9.2仙股息，依目前股价计算，周息率逼近10%，非常诱人。

值得一提的是，泰莱教育私人有限公司在今年2月杪，透过公开市场买进毕达良50万股股票，侨丰认为尽管目前尚未有相关消息传出，但不排除双方未来展开更深入合作的可能。

股价遭低估
侨丰补充，虽然毕达良股价自去年9月至今翻涨一倍高，但就估值而言，该股依然遭到低估，目前仅以2012年5.4倍和2013年4.8倍本益比交易，若未来再传出具体发展或攫获新合约，股价上扬空间可能加宽。

有鉴于此，侨丰维持该股目标价在1令吉48仙，重申“买进”评级。（星洲日报／财经）

http://biz.sinchew-i.com/node/59951?tid=18

吉人天相

回复 8# 168007


   多谢分享。

168007

Prestariang eyes higher education

KUALA LUMPUR: Prestariang Bhd, a fast-growing information technology service provider, is set to expand into higher education, a move that financial executives said would make it a niche player in the country’s robust private education sector.

The company, which also provides certification programmes from international IT giants such as IBM, Microsoft and Oracle, has secured the rights to establish a private institute which will offer degrees for the ICT industry, financial executives close to Prestariang said.

Prestariang executives declined to comment on speculation that the company had secured approvals to move into higher education, including the rare licence to establish a university providing courses in ICT. But the financial executives close to the company said the foundation stones for the new venture are already in place.

Last month, Prestariang announced that it had set up a subsidiary with a paid-up capital of RM20 million. However, not much details were provided except on its rationale: “The acquisition is in line with the expansion strategy of the Prestariang group and represents a good opportunity for the group to leverage its core competencies in the provision of ICT training and certification to become the premier education provider for Malaysia and the global market”.

A financial executive familiar with the group’s plans explained that its higher education venture will be a unique business model with low capital expenditure. “It will be somewhat similar to SEGi’s [SEG International Bhd] simple operating model, where it does not own any physical properties,” he said.

Higher education is attracting powerful investors as the government pushes to consolidate the sector and limit the number of players. Navis Capital Partners Ltd, a regional private equity concern, recently acquired a controlling stake in SEGi, while Ekuiti Nasional Bhd has acquired 90% of Cosmopoint Sdn Bhd, which owns a few colleges. There are also rumours that Masterskill Education Group Bhd and HELP International Corp Bhd could be up for sale next.

With rising interest in education players, Prestariang’s move into the higher education segment is expected to draw attention. Prestariang is currently involved in the provision of ICT services, focusing on professional training and certification, as well as distribution and management of software licences.

Its niche focus is on IT-related certification for final-year students in public universities. It currently provides 40 certification courses from various technology and software vendors and organisations including Microsoft, IBM, Oracle and Adobe.

For its new venture, the source said Prestariang will likely collaborate with companies like Microsoft, which has been its single most important partner for the last eight years. “It will be a vertical integration of what Prestariang is doing now”. He noted that Prestariang’s expansion into the higher education sector will provide it with a steadier recurring income, relative to its current training and certification services.

“Once students are enrolled, there will be a locked income for at least three years. Assuming the facility is of the same size as HELP with a student enrolment of around 10,000, Prestariang could be generating an additional profit of RM10 million a year,” he said.

On this assumption, Prestariang will boost its already commendable growth since being listed in July 2011. In 2011, Prestariang’s net profit grew 123% to RM33.6 million from RM15.1 million in 2010, while its revenue was up 91% to RM111.8 million from RM58.5 million previously.

Its software licence distribution and management division currently contributes about 80% of its net profit, with its ICT training and certification programme making up the balance.

Now seen as a proxy to the education sector, Prestariang is currently undervalued compared with other education stocks. Its profit margin of 30% in 2011 is superior to that of its ICT peers and other education stocks, such as HELP and SEGi, which registered margins of around 11% and 26% respectively, according to an analyst.

Prestariang closed at 93 sen yesterday, with a market capitalisation of about RM205 million. The stock is trading at multiples of about six times its earnings in 2011, compared with HELP and SEGi which are trading at mid-teens earnings multiples.

In 2011, Prestariang paid dividends amounting to eight sen per share which translated into a dividend yield of 8.6% based on yesterday’s close. The company has set a dividend policy to pay out 50% of its earnings every year.

With minimal capital expenditure requirements, Prestariang has a lean balance sheet with net cash of around RM44.7 million as at Dec 31, 2011.
Currently, its order book for IT projects stands close to RM200 million with projects lasting up to 2015. Its anchor projects consist of its industry-based Certification programme and its MUSE programme which provides and maintains software licences to all public higher education institutions in Malaysia.

OSK Investment Bank’s target price for the stock is RM1.48. In the past 52 weeks, the stock has traded between a high of RM1.06 in March and a low of 47.5 sen in September 2011.

This article appeared in The Edge Financial Daily, April 25, 2012.
http://www.theedgemalaysia.com/in-the-financial-daily/212420-prestariang-eyes-higher-education.html

无敌小东东

这个公司是稳赚的。以大约五十个员工，每年净赚百万简直没问题。
个人觉得dividen会很多下，就凭presbhd之前提出share buy back这点就可以看得出了。
期待股东大会
相信明天就开始反弹咯。

无敌小东东

回复  无敌小东东


   低是几低？
吉人天相 发表于 15-5-2012 09:55 PM

我不是股神。如果有钱就收咯，今天的volume开始少了，说不定明天就起回。
我收多多等收dividen。

168007

这个公司是稳赚的。以大约五十个员工，每年净赚百万简直没问题。
个人觉得dividen会很多下，就凭presbhd之 ...
无敌小东东 发表于 16-5-2012 12:58 PM

英雄所见略同。。。
我就是看中它这几点还有他的原装分销权再加上未来发展的大专文凭的潜能~

无敌小东东

英雄所见略同。。。
我就是看中它这几点还有他的原装分销权再加上未来发展的大专文凭的潜能~
168007 发表于 16-5-2012 04:37 PM

   你有q到吗?今天真的起回了

icy97

Company Name	:	PRESTARIANG BERHAD
Stock Name	:	PRESBHD
Date Announced	:	25/05/2012

EX-date	:	08/06/2012
Entitlement date	:	12/06/2012
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Final Dividend
Entitlement description	:	Final single tier dividend of 4.0 sen per ordinary share
Period of interest payment	:	to
Financial Year End	:	31/12/2011
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Symphony Share Registrars Sdn. Bhd. Level 6, Symphony House, Pusat Dagangan Dana 1, Jalan PJU 1A/46, 47301 Petaling Jaya, Selangor Darul Ehsan Tel-03-7841 8000
Payment date	:	26/06/2012
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	12/06/2012
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	:	0.04
Remarks :
The payment of Final Single Tier Dividend of 4.0 sen per share for the financial year ended 31 December 2011 is subject to shareholders' approval at the forthcoming Second Annual General Meeting of the Company to be held on 20 June 2012.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	27,062	37,042	27,062	37,042
2	Profit/(loss) before tax	8,092	11,287	8,092	11,287
3	Profit/(loss) for the period	8,022	11,287	8,022	11,287
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,022	11,287	8,022	11,287
5	Basic earnings/(loss) per share (Subunit)	3.65	5.70	3.65	5.70
6	Proposed/Declared dividend per share (Subunit)	2.00	0.00	2.00	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 ($$)	0.3340		0.3031

icy97

Company Name	:	PRESTARIANG BERHAD
Stock Name	:	PRESBHD
Date Announced	:	28/05/2012

EX-date	:	07/06/2012
Entitlement date	:	11/06/2012
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Interim Dividend
Entitlement description	:	Interim single tier dividend of 2.0 sen per ordinary share
Period of interest payment	:	to
Financial Year End	:	31/12/2012
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Symphony Share Registrars Sdn. Bhd. Level 6, Symphony House, Pusat Dagangan Dana 1, Jalan PJU 1A/46, 47301 Petaling Jaya, Selangor Darul Ehsan Tel-03-7841 0000
Payment date	:	19/06/2012
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	11/06/2012
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	:	0.02

168007

预料中事，等派了股息再加码

icy97

券商買進心頭好．股價看漲派息穩定 柏斯達亮宜低風險投資

財經股市29/05/2012 22:30

券商：僑豐投資研究
合理價：1.48令吉

儘管今年至今，柏斯達亮（PRESBHD，5204，主要板貿易）股價已漲35%，但仍看好潛在上揚空間可向其他教育股看齊，加上超過10%年股息回酬率，適合穩定投資。

基于季節性因素，該公司首季業績雖弱但符合預期，管理層為免業績波動過于大，決定使收益進賬循序漸進，相信下半年表現將更強勁。

該公司一如以往，在首季宣佈派發每股2仙股息，相等于54.8%的派發率；2011財年同期為52.4%。

我們估計，以柏斯達亮平均每年4000萬至4500萬令吉的營運現金流如此強穩，相信將可持續豪爽派息

由于管理層有意更好的回饋小股東，我們已上調柏斯達亮每股股息，2012財年從9.2仙至10仙，以及2013財年10.3仙至11仙。

一旦股息上調屬實，柏斯達亮平均每年的股息回酬率將超過10%，適合尋求低風險投資的投資者。

我們維持該公司買進投資評級，及1.48令吉合理價，相等于2012財年本益比8倍。

柏斯達亮全日走高，遊走介于97.5仙至99仙之間；閉市時報98.5仙，揚1.5仙，成交量113萬3700股。[ChinaPress]