佳礼资讯网

 找回密码
 注册

ADVERTISEMENT

查看: 5216|回复: 48

【METACORP 交流专区】 Metacor ( 8389 ) 趁低扫货

[复制链接]
WarrenBuffett 该用户已被删除
发表于 12-4-2007 06:54 PM | 显示全部楼层 |阅读模式
METACORP BHD
STATUS : ACTIVE
COUNTRY
Malaysia
SIC CODE
REAL ESTATE AGENTS & MGRS (6531)
NO 26, JALAN 2/6 DATARAN TEMPLER, BANDAR BARU SELAYANG, BATU CAVES
Tel: (60) 3 6120 3322
Fax: (60) 3 6120 3222
PROFILE BRIEF
Principally in investment holding, Metacorp's business focus is on toll operations, property development and the development and servicing of district cooling and cogeneration systems.
DIRECTORS/ADVISORS
COB  NIK HUSSAIN BIN ABDUL RAHMAN
CEO  AZMIL KHALILI BIN KHALID
CEO/MD/PRESIDENT  AZMIL KHALILI BIN KHALID

AUDITOR  ERNST & YOUNG



Fiscal Year
3/31/2004
3/31/2005
3/31/2006
ISO Currency
MYR ('000)
MYR ('000)
MYR ('000)
Report Type
CL
C
C








BALANCE SHEET
Intangibles
59,574
40,641
1,534
Fixed Assets
92,264
84,088
80,677
Long Term Investments
118,111
80,930
47,898
Stocks/Inventories
75,416
83,203
88,242
Cash
22,982
97,404
142,220
Current Liabilities
65,286
96,314
147,873
Total Shareholders Equity
444,741
453,948
332,728




KEY RATIOS
Debt to Capital at Book
0.28
0.24
0.18
NTA: RM 0.49
Shareholder: 75% MTD, EPF ...
Hold ACPI: 29%
2 April closing RM 0.305
Cash on hand: RM 142,220,000


[ 本帖最后由 Mr.Business 于 4-12-2007 10:31 PM 编辑 ]
回复

使用道具 举报


ADVERTISEMENT

WarrenBuffett 该用户已被删除
 楼主| 发表于 12-4-2007 10:38 PM | 显示全部楼层
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 12-4-2007 10:44 PM | 显示全部楼层
回复

使用道具 举报

发表于 12-4-2007 11:01 PM | 显示全部楼层
Fiscal Year        3/31/2004        3/31/2005        3/31/2006
ISO Currency        MYR ('000)        MYR ('000)        MYR ('000)
Report Type        CL         C         C

INCOME STATEMENT
Net Turnover/Net Sales        127,268        116,444        95,149
EBITDA        69,259        54,059        -91,511
EBIT        53,321        45,517        -104,282
Net Profit        25,149        8,842        -116,460
Ordinary Dividend        -62,211        -4,891        0
回复

使用道具 举报

发表于 12-4-2007 11:02 PM | 显示全部楼层
  Latest Financial Statements (Audited)

   BALANCE SHEET as at 2006-03-31  (in RM thousand)
CURRENT ASSETS CURRENT LIABILITES
  Cash & Securities142,220  Short-term Loans4,000
  Stocks88,241  Creditors/Payables142,740
  Debtors/Receivables21,817  Taxation1,133
  Others0  Dividends0
  Others0
  TOTAL CURRENT ASSETS252,278  TOTAL CURRENT LIABILITIES147,873
NET CURRENT ASSETS104,405LONG-TERM LIABILITIES99,639
LAND & BUILDING135,767MINORITY INTEREST0
PLANT & MACHINERY61,399SHAREHOLDER'S FUND
INVESTMENTS129,262  Preferred Stock0
INTANGIBLE ASSETS1,534  Common Stock339,638
LONG-TERM ASSETS0  Treasury Stock0
  Share Premium0
  Accumulated Earnings7,795
  Reserves885
  TOTAL SHAREHOLDERS' FUND332,728
  TOTAL NET ASSETS432,367  TOTAL L/T LIAB + MI + NET WORTH432,367

PROFIT & LOSS as at 2006-03-31  (in RM thousand)
TURNOVER95,149
  Cost of Sales0
GROSS PROFIT0
Other Revenue9,247
  Sales & Marketing Expense0
  General & Admin Expense0
  R&D Expense0
  Depreciation Expense0
  Amortization Expense0
  Other Expense0
OPERATING PROFIT77,216
  Interest Expense0
  Interest Income0
  Other Income/Expense0
Share of Associated Co P&L31,610
Exceptional Items0
  Taxation9,625
PROFIT AFTER TAX118,451
Extraordinary Items0
Minority Interest1,993
NET PROFIT116,458

CASH FLOW as at 2006-03-31  (in RM thousand)
Operating Activities111,212
Investing Activities196,735
Financial Activities40,657
Effect of Exchange Rate0
Net Cash44,866
Cash b/f99,070
  Cash & Bank Balance142,220
  Deposits1,717
  Overdraft0
Cash c/f143,937

  Quarterly Results (Management Accounts)

[url=]   ROLLING 4-QUARTER RESULTS   latest financial year ending 20070331  (in RM thousand)
QTR 4QTR 4QTR 1QTR 2QTR 3ROLLING 4 QTRS
2005-12-312006-03-312006-06-302006-09-302006-12-31
Turnover15,39323,55120,11220,17029,77793,610
Profit before Taxation90,92525,5318825824,71920,512
Net Profit92,40827,7083572,90755530,417
Basic EPS* Sen 4.10.10.40.14.5
Div PS Sen000000

[/url]from osk
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 13-4-2007 12:00 AM | 显示全部楼层
回复

使用道具 举报

Follow Us
发表于 13-4-2007 12:39 AM | 显示全部楼层
你的target price是多少??

方便讲吗???
回复

使用道具 举报

发表于 13-4-2007 02:05 AM | 显示全部楼层
哎,要找 0。30 的产业股多的是,干嘛要这种也是还再巩固期的?? 明天注意:

TALAM - 0。40
LIENHOE - 0。45
KUB - 0。74


HUAT AH  
回复

使用道具 举报


ADVERTISEMENT

发表于 13-4-2007 02:17 AM | 显示全部楼层
怎麼6531?我的METACORP8389????METACORP是幾時換了代號????
回复

使用道具 举报

发表于 13-4-2007 02:31 AM | 显示全部楼层
metacor的STOCK CODE应该是8389.

对不起!因为对股票不是很会,问题有点笨。
回复

使用道具 举报

发表于 13-4-2007 02:39 AM | 显示全部楼层

回复 #1 WarrenBuffett 的帖子

不 错 的 介 绍。 就 是 这 种 股 才 会 突 然 间 抄 起 来, 就 象 昨 天 的 EMICO。
回复

使用道具 举报

发表于 13-4-2007 03:12 AM | 显示全部楼层
原帖由 WarrenBuffett 于 12-4-2007 06:54 PM 发表
METACORP BHDSTATUS : ACTIVECOUNTRY
Malaysia
SIC CODE
REAL ESTATE AGENTS & MGRS (6531)
NO 26, JALAN 2/6 DATARAN TEMPLER, BANDAR BARU SELAYANG, BATU CAVES
Tel: (60) 3 6120 3322
Fax: (60) ...

200620052004
P/E-1.78 23.46 1.36
EPSRM -0.17RM 0.01RM 0.22
Profit Growth-19.94 -0.71 -1.47
ROA-20.07%1.22%3.55%
ROE-35.00%1.95%5.65%
Sales Growth-0.18 -0.09 0.13
Income Growth-19.94 -0.71 -1.47
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 13-4-2007 05:27 PM | 显示全部楼层

回复 #12 sambora 的帖子

Metacorp is ACPI majar shareholder
hold 29% ACPI shares ( total shares 221,484,398 )
if sell all their ACPI share, the mkt valued is RM 122,680,208
( base on 13 April closing price RM 1.91 )
means their Cash On Hand is more than the RM 122.68 million ++
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 13-4-2007 05:37 PM | 显示全部楼层

回复 #7 sschua1314 的帖子

31 January 2004
Metacorp close at RM 5.70
* bonus 2 : 1, then split RM 1 to RM 0.5
mean somebody cost is RM 1.9, now you buy RM 0.305
是否可以买进?Worth or not? Think about it?
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 13-4-2007 05:39 PM | 显示全部楼层

回复 #7 sschua1314 的帖子

Target RM 1.00++
回复

使用道具 举报

发表于 13-4-2007 10:27 PM | 显示全部楼层
你买多少? 这个仅仅可以上到 RM0.38 for hold year 2006
你不要大大。。。。 哈哈


some more it profit loss lah ...
回复

使用道具 举报


ADVERTISEMENT

WarrenBuffett 该用户已被删除
 楼主| 发表于 14-4-2007 12:14 AM | 显示全部楼层

回复 #16 cnt8 的帖子

You can check the January 2004 price.
It's about RM 5.7
If target RM 1 in futurer, u still think expensive?

Recommend you to buy 股市月刊 or 年刊
Dynaquest Sdn Bhd
Tel : 04-2612011 or Fax: 04-2620399

政府今日宣布一系列改善國內房地產傳遞系統的新措施,市場人士對此表示歡迎和認同,並認為發展商將在這些新措施和獎勵下受惠。.....

这是否暗示些什么?试目以待!

Now they want to play property counter.

[ 本帖最后由 WarrenBuffett 于 14-4-2007 12:33 AM 编辑 ]
回复

使用道具 举报

发表于 14-4-2007 12:18 AM | 显示全部楼层

回复 #17 WarrenBuffett 的帖子

楼主所提供的数据都是positive的,可是其他人所提供的数据却是negative的。很奇怪。
回复

使用道具 举报

WarrenBuffett 该用户已被删除
 楼主| 发表于 14-4-2007 12:39 AM | 显示全部楼层

回复 #18 布衣神相 的帖子

If you want to buy the blue chip or very good shares, I hope
that you can buy at 熊市.
Not now.

At the moment, you have to monitor POLITIC counter,
CONCERN SUBJECT counter or GORENG Counter.

After make some profit, then gone.

Why I recommend this counter
1. The got many cash on hand. Means finacial very strong.
2. They are very good relationship with government.
3. And their majar shareholder MTD Capital is one of the biggest Contruction company in
Malaysia and very good relationship with government.
4. The price is very cheap compare to January 2004. ( RM 5.70 before bonus split )
5. They hold ACPI 29%, MTD propose to buy back ACPI shares. ( means Metacorp can get
RM 120-200 million if they sell ACPI )
6. If they make profit last 2 years, how you got opportunity to buy at RM 0.305?
how the company can buy at lowest prices? Think about it?
7. They got TOL. Cash collection business.
8. Now mkt are playing PROPERTY COUNTER, this is one of the valued property counter at KLSE.

Ask you one question?
1. If your parent are very rich people, this 2 years they spent money then they earn.
How do you think? But they still very rich.
2. The 2nd is if your parent are very poor, but your gaji naik banyak. You save more.
How do you think? You think you will better then the 1st family.

The most important, the rich family, company can rebound very fast at anytime.

This is how the Strong Finacial Big Company play thier games. They want the price down,
the price will down. But they want the price up one day. They can make it very easy since they got money, they got good relationship, they control market and ...

Sometimes profit can be loss mony, loss money maybe can be make profit. Don't trust too much
of the Listed Company report. The account can TIPU lah. But the cash on hand can not be TIPU.

[ 本帖最后由 WarrenBuffett 于 14-4-2007 01:20 AM 编辑 ]
回复

使用道具 举报

发表于 15-4-2007 08:02 PM | 显示全部楼层
原帖由 huatchai07 于 13-4-2007 02:05 AM 发表
哎,要找 0。30 的产业股多的是,干嘛要这种也是还再巩固期的?? 明天注意:

TALAM - 0。40
LIENHOE - 0。45
KUB - 0。74


HUAT AH  


兄台,你有什么关于lienhoe的好消息?
回复

使用道具 举报

您需要登录后才可以回帖 登录 | 注册

本版积分规则

 

ADVERTISEMENT



ADVERTISEMENT



ADVERTISEMENT

ADVERTISEMENT


版权所有 © 1996-2023 Cari Internet Sdn Bhd (483575-W)|IPSERVERONE 提供云主机|广告刊登|关于我们|私隐权|免控|投诉|联络|脸书|佳礼资讯网

GMT+8, 18-11-2024 09:02 PM , Processed in 0.145601 second(s), 25 queries , Gzip On.

Powered by Discuz! X3.4

Copyright © 2001-2021, Tencent Cloud.

快速回复 返回顶部 返回列表