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发表于 29-12-2013 10:43 PM
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@招财龟-秀明
股价再涨,我看EPS都有在起,本人比较保守,请问还能进场吗? 本帖最后由 icy97 于 29-12-2013 10:47 PM 编辑
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发表于 30-12-2013 01:56 AM
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Jasmine3366 发表于 29-12-2013 10:43 PM
@招财龟-秀明
股价再涨,我看EPS都有在起,本人比较保守,请问还能进场吗?
長期。。是可以的。。因為是需求品。。。。 |
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发表于 2-1-2014 12:37 AM
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发表于 13-1-2014 10:50 AM
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招财龟-秀明 发表于 2-1-2014 12:37 AM
之前02/07/2012进场RM1.51后就一直走下坡,到今天RM1.55,有收过三次股息,算算下是解套了。
至于 ...
对这公司的股息很满意。
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发表于 13-1-2014 03:12 PM
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我手上有2000lot,听我说这个是高息股!派息数一数二!绝对可以长期持有! |
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发表于 14-1-2014 11:04 AM
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owenlee 发表于 13-1-2014 03:12 PM
我手上有2000lot,听我说这个是高息股!派息数一数二!绝对可以长期持有!
你持有多久了
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发表于 14-1-2014 11:06 AM
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发表于 15-1-2014 01:14 AM
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发表于 28-2-2014 01:43 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2013 | 31/12/2012 | 31/12/2013 | 31/12/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 632,888 | 521,233 | 2,306,038 | 2,028,475 | 2 | Profit/(loss) before tax | 25,327 | 25,602 | 93,908 | 51,183 | 3 | Profit/(loss) for the period | 25,921 | 18,464 | 80,176 | 37,636 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 23,087 | 13,203 | 66,978 | 28,511 | 5 | Basic earnings/(loss) per share (Subunit) | 4.29 | 2.45 | 12.44 | 6.07 | 6 | Proposed/Declared dividend per share (Subunit) | 6.00 | 3.00 | 12.00 | 3.00 |
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| 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 ($$) | 1.2400 | 1.1900 |
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发表于 24-3-2014 09:26 PM
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今天掉了……进了些,虽然股息有点少。。。但长期收行吗? |
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发表于 25-3-2014 03:45 PM
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Jasmine3366 发表于 24-3-2014 09:26 PM
今天掉了……进了些,虽然股息有点少。。。但长期收行吗?
亏你说得出股息少1500多可以分60块,持有5粒就300多,平均一年分3次!比那些gab,carslberg的更舍得!
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发表于 27-3-2014 09:22 AM
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owenlee 发表于 25-3-2014 03:45 PM
亏你说得出股息少1500多可以分60块,持有5粒就300多,平均一年分3次!比那些gab,carslberg的更舍 ...
谢谢Owen兄,我加码但排不到我,现在1.55了。。还可以吗?
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发表于 27-3-2014 10:05 AM
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Jasmine3366 发表于 27-3-2014 09:22 AM
谢谢Owen兄,我加码但排不到我,现在1.55了。。还可以吗?
这只股只要你不是玩短期的任何价钱都适合持有! |
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发表于 27-3-2014 11:41 AM
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个人看法这个股现在可以买进 |
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发表于 8-4-2014 08:43 AM
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Type | Announcement | Subject | OTHERS | Description | (I) PROPOSED RENEWAL OF SHAREHOLDERS' MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE; AND
(II) PROPOSED RENEWAL OF AUTHORITY FOR SHARE BUY-BACK. | The Board of Directors of Malayan Flour Mills Berhad wishes to announce that the Company proposes to seek approval from its shareholders at the forthcoming Annual General Meeting ("AGM") for the following Proposals: (I) PROPOSED RENEWAL OF SHAREHOLDERS' MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE; AND (II) PROPOSED RENEWAL OF AUTHORITY FOR SHARE BUY-BACK.
The Company had at the AGM held on 16 May 2013 obtained its shareholders' approval for the general mandate for the Company and its subsidiaries ("MFM Group") to enter into recurrent related party transactions of a revenue or trading nature which are necessary for the day-to-day operations of MFM Group and the proposed share buy-back of up to 10% of the issued and paid-up share capital of the Company.
The Shareholders' Mandate for Recurrent Related Party Transactions and the existing Authority for Share Buy-Back are subject to annual renewal and shall lapse at the conclusion of the Company's forthcoming AGM unless renewals are obtained.
The Company proposes to seek approval of its shareholders for the Proposed Renewal of the Shareholders' Mandate for Recurrent Related Party Transactions and Proposed Renewal of Authority for Share Buy-Back at the forthcoming AGM of the Company.
A Circular to Shareholders of the Company which set out the details of the Proposals will be despatched to the Shareholders in due course. |
想问下,SHARE BUY-BACK会影响股价吗? 本帖最后由 icy97 于 8-4-2014 01:24 PM 编辑
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发表于 14-5-2014 11:50 PM
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馬麵粉廠首季淨利倍增至2134萬
企業財經14 May 2014 23:30
http://www.chinapress.com.my/node/526076
(吉隆坡14日訊)馬麵粉廠(MFLOUR,3662,主要板消費)截至3月底財年首季,淨利從1022萬令吉,倍增至2134萬令吉,由賺幅獲得改善貢獻。
該公司同期營業額按年起11%,達5億7938萬令吉,2013財年首季為5億2126萬令吉。
馬麵粉廠稱,麵粉和穀類貿易,以及整合家禽業務取得較高銷售,帶動業績成長。
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2014 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/03/2014 | 31/03/2013 | 31/03/2014 | 31/03/2013 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 579,379 | 521,258 | 579,379 | 521,258 | 2 | Profit/(loss) before tax | 30,794 | 18,646 | 30,794 | 18,646 | 3 | Profit/(loss) for the period | 26,922 | 14,053 | 26,922 | 14,053 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 23,135 | 10,218 | 23,135 | 10,218 | 5 | Basic earnings/(loss) per share (Subunit) | 4.30 | 1.90 | 4.30 | 1.90 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.2900 | 1.1900 |
业绩比去年提升,暂时没有派息...
本帖最后由 icy97 于 15-5-2014 02:23 AM 编辑
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发表于 15-5-2014 02:07 AM
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有望抢夺21%市占率 马麵粉厂看好印尼业务
财经 2014年5月14日
(吉隆坡14日讯)马麵粉厂(MFLOUR,3662,主板消费股)看好印尼麵粉需求將持续成长,因此乐观相信该公司在当地联营的麵粉厂在下半年开业將有不俗的表现,並预期其印尼业务的麵粉市占率可超越21%水平。
在该公司今日的股东常年大会后,马麵粉厂主席丹斯里阿尔沙阿佑对记者表示,印尼目前每星期的麵粉需求量达至700万公吨,估计在5年內会增长300万公吨,至每星期1000万公吨。鑑於这项预测,他相信,马麵粉厂的印尼业务也將比大马更有看头。
马麵粉先前在印尼设立的麵粉厂,预料在今年第三季开始运作。
他预期,印尼的工厂有望至少达到或超越其在大马麵粉市场至今的21%市佔率水平。
联营设厂第三季投產
由於马麵粉厂初涉印尼市场,该公司是通过联营的方式在当地设厂。
阿尔沙阿佑指出,该公司通过联营方式投资在印尼市场,主要是希望借助对当地市场有深入了解的伙伴,攻入印尼市场兼提高公司的竞爭能力。
马麵粉厂去年就已投入总值1263万美元或约4071万令吉的资金,以联营的方式在印尼开设PT BUNGASARI印尼麵粉厂(BFMI),这家工厂將在2014年第三季开始麵粉贸易活动。
匯率变动影响成本
不过,马麵粉厂董事经理郑伟財则透露,该公司一直以来都逃不过匯率和原料价格变动的风险,所以他对公司2014年的展望,以及外国的业务表现还是保持谨慎。
从匯率变动而言,马麵粉厂是通过把外国进口的小麦加工成麵粉,再转卖到本地和外国市场,因此美元、令吉和相关的匯率变动將会对公司的赚幅率造成一定的影响。
而同时,郑伟材也表示,原料价格(小麦)並不在他们控制范围內,若价格走高也意味著成本走高,而导致赚幅削弱。
虽然如此,他表示,公司通过对冲策略和扩展海外业务来应对这些风险,但並不能够完全转移风险。基於麵粉及食材的需求还是会持续增加,他相信,公司在接下来的业务还是可以呈现正面的表现。
该公司在2013財政年的税前净利按年增83%,至9390万令吉,而营业额也上涨15%,至23亿令吉。
首季净利急升126%
另一方面,马麵粉厂2014財政年首季(截至3月31日止)净利按年上涨126.41%,至2313万5000令吉,去年同期为1021万8000令吉;而营业额也从去年同期的5亿2125万令吉,按年增加10.80%,至5亿7937万令吉。【东方网财经】 |
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发表于 5-8-2014 01:23 PM
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Malayan Flour Mills - Flourishing ASEAN consumer play
Publish date: Tue, 5 Aug 09:05
http://klse.i3investor.com/blogs/kltrader/57030.jsp
An upcoming ASEAN consumer play with flour business in Malaysia, Vietnam and Indonesia.
Project 2-year net profit CAGR of 20% on tumbling grain prices.
We fairly value the stock at MYR2.70 (15x FY15 PER).
Growth, yield, low valuation – all in one bagMalayan Flour Mills Berhad (MFlour) has business operations in both flour production and poultry farming, with a strong market positioning. As a flour producer, it is Malaysia’s second largest and Vietnam’s biggest. In FY13 (Dec), Vietnam accounted for 26% of Group’s revenue and we expect its regional earnings to grow with its first flour mill in Indonesia commencing in 3Q14.
MFlour is a beneficiary of the falling grain prices. Grain prices have been on a free fall since May 2014 (wheat: -29% since May, corn: - 30% soybean: -16%) and the supply outlook is pointing towards sustainably low prices. With wheat making up 80-90% of its flour production cost and corn/soybean making up the bulk of its poultry cost, we expect margin expansion to boost its earnings.
We project a 2-year net profit CAGR of 20% on a 2-year revenue CAGR of 5% and margin improvement of 1.8-ppt in FY14-15 (from FY13). Trading at 11.4x FY15 basic EPS and 13.6x on a fully diluted basis, we think the valuation is undemanding, compared to its bigger cap peers (PPB Group: 17x, QL Resources: 21x). The stock also offers high net dividend yields of 4.3-4.8% at sustained FY13 54% DPR. We fairly value the stock at MYR2.70, based on 15x FY15 PER (on basic EPS). The stock is Shariah compliant.
Source: Maybank Research - 5 Aug 2014
來淨利成長率達20% 馬麵粉廠收益前景看漲
財經股市5 Aug 2014 20:27
http://www.chinapress.com.my/node/549247
(吉隆坡5日訊)東盟消費力提高,馬麵粉廠(MFLOUR,3662,主要板消費)麵粉業務前景備受看好,糧食成本價格走低有助擴大收益,股價一度高漲15仙至2.19令吉,創2年新高紀錄。
馬麵粉廠今日股價走高,開盤先起3仙至2.07令吉,隨后持續走高,漲14仙至2.18令吉。休市時,該股報2.16令吉,漲12仙,半日成交247萬8800股。
午盤間,該股高漲15仙至2.19令吉,創2年新高,閉市報2.18令吉,漲14仙,成交量錄得384萬4000股。
馬麵粉廠主要經營兩大業務,即麵粉業務和家禽養殖業務,並擁有強大市場地位。
根據馬銀行投銀報告,在麵粉業務方面,該公司是全馬第2大,越南最大的麵粉生產商。在2013財年,越南業務佔公司營業額的26%,公司在印尼首家麵粉廠于今年第3季正式營運后,料將推動區域業務的淨利成長。
糧食價格自5月開始不斷下滑,小麥下跌29%、玉米下滑30%、大豆下跌16%,預計未來糧食供應將維持低價格,該公司將從中獲益不少。
“小麥是麵粉成產的主要成本,佔80%至90%,玉米和大豆則是餵養家禽的主要飼料,我們預計賺幅擴大將推高公司淨利。”
該行預計,馬麵粉廠未來2年營業額年複成長率(CAGR)為5%,加上2014財年和2015財年賺幅有所改善,未來2年淨利年複成長率料可達20%。
本帖最后由 icy97 于 6-8-2014 03:02 AM 编辑
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发表于 5-8-2014 01:56 PM
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maxlow80 发表于 27-3-2014 11:41 AM
个人看法这个股现在可以买进
目标价2.70,你进了吗。。。。
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发表于 5-8-2014 02:29 PM
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