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发表于 7-4-2011 02:38 PM
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回复 bestianhow
可以参考这个股.收几个月就够了..............
超笨无比 发表于 7-4-2011 01:07 PM 
估计还可以升吗?????? |
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发表于 7-4-2011 02:47 PM
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这位大哥你怎么现在才介绍？看了你的介绍我很有兴趣买的．．但现在起了～
但好像还可以买的样子！:r ...
亡者之疯 发表于 7-4-2011 02:16 PM 
那个看法是我上个星期写的.不过我到现在还未买........
我觉得它要突破0.80才有比较大的作为 |
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发表于 7-4-2011 02:51 PM
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回复 21# superman11
我不清楚,不过0.70左右是安全位置,大股东在这价位回购不少.
目前的0.75和0.70其实也只相差几%而已.还不算高.
我不确定它的本益比是5X还是7X,不过都属于低 |
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发表于 7-4-2011 02:53 PM
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当然不可拿全部身家去玩咯～其实觉得玩投机一定是有一定的“闲钱”就算是亏了，也对你本身没什么损失啊～，那些拿全部身家去下注的真的很傻咯～ |
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发表于 7-4-2011 02:53 PM
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当然不可拿全部身家去玩咯～其实觉得玩投机一定是有一定的“闲钱”就算是亏了，也对你本身没什么损失啊～，那些拿全部身家去下注的真的很傻咯～ |
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发表于 7-4-2011 02:57 PM
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发表于 7-4-2011 03:06 PM
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回复 26# 亡者之疯
PE 6.53X 又有高于50%的dividend payout policy.......这是很好的投资,而且公司从IPO raise up的资金用做更大的发展,就表示未来的生意越做越大,盈利自然可观.............
公司最近收购了两片新地段就应征了这点.
之前我也简单算过地产公司的盈利计算,它们会定产品更的卖价在25%盈利.
就是说如果project value在10亿,它们大概可以赚2.5亿.
但是这种地产发展公司的market value也只有那1亿多而已,所以随便几个project的盈利就可以回本100% |
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发表于 7-4-2011 06:01 PM
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回复 2# 石锅拌饭
想问你amway的股息是怎样算？我看不明白呢。
一股会给多少？ |
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发表于 7-4-2011 09:49 PM
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本帖最后由 亡者之疯 于 7-4-2011 10:01 PM 编辑
回复 亡者之疯
PE 6.53X 又有高于50%的dividend payout policy.......这是很好的投资,而且公司从 ...
超笨无比 发表于 7-4-2011 03:06 PM
它的股价只有75sen，但Bursa显示它的EPS竟然有24.71sen。
如果按照基本面上来说，前者的股价被低估了。
而且，每股净资产有63 sen吗~算蛮高的吧～
另外你所说的50%的dividend payout policy请问有没有文章链接？
PE的数据好像都有问题．
PE = Market Value / EPS = 0.75 / 0.271 = 3.04%
我的Ebroking写PE = 6.53
EPS还98.01
星洲日报还写它的Net Assets有0.06
为什么全部不准的?
＝．＝
我已进了，谢谢介绍，收收看～～
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发表于 7-4-2011 09:56 PM
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回复 29# 亡者之疯
这是我们今天的讨论分析
TAMBUN INDAH
Before IPO
Issued Shares: 189M
EPS:
2007:10.3c
2008:12.4c
2009:12.6c
2010: 13.2c
Total debt: 23M (without IPO proceeds)
Total Cash: 23M
---------
Current Ratio : 2.20 -> good...
Debt-Equity Ratio : 1.87
Dividend Policy : 40%-60% of PAT
Issued Shares: 189M+32M = 221M (after ipo)
IPO raised 22.4M for them.. the breakdown on utilisation is:
-Working capital 12.700M
-Debt repayment 7.100M
-IPO cost 2.600M
--------
Ok now is the story telling part.... I hope i got it right.. if i'm wrong anywhere.. plz correct me 
On a beautiful day, Tambun Indah Boss decided to go expand his business and go IPO. He has many companies involved in property development. The list includes :
Cenderaman Development Sdn Bhd
Denmas Sdn Bhd
Denmas Development Sdn Bhd
Epiland Properties Sdn Bhd
Hong Hong Development Sdn Bhd
Intanasia Development Sdn Bhd
Jasnia Sdn Bhd
Juru Heights Sdn Bhd
Langstone Sdn Bhd
Perquest Sdn Bhd
Tambun Indah Development Sdn Bhd
Tambun Indah Sdn Bhd
TID Development Sdn Bhd
TKS Land Sdn Bhd
Tokoh Edaran Sdn Bhd
Zipac Development Sdn Bhd
He acquired all of them and list them under the parent company Tambun Indah Berhad. The acquisitions were completed on 11November2010 and has caused the number of shares to grow from 4 to 189M. Through the IPO, he added another 32M, totalling to 221M.
Some interesting things to note:
~If you look at the historical earnings, the EPS based on 189M shares is quite consistent. However u need to recalculate because there's a 17% dilution now due to IPO
~As of why you see 98c EPS in some platform, that is because the calculate EPS based on weighted average number of shares throughout the whole year. They used RM25.3M/25.8M shares, so eps was 98. This not the case for now.. Post listing, the EPS should be 25.3M/221M = 11c.
~The acquisition of subs also increased their cash pile. The cash beginning was 21k and up to 23M. They are not drawing new debts. My Guess is they used the money from selling subs to subsribe to Tambun's new share to fund the purchase of 94M. I may be wrong... 
~From 11c EPS, we can estimate dividend of about 4c or 5.2% pa (35% payout, lower than their policy) and PE of 7x. I do not know when they pay dividend but from the prospectus, they last paid to themselves around June 2010.
~The one-off bargain gain of 16M in the Qtr report imo shouldnt be alarming because that is the value of the acquired subsidiaries.
~If all is well, coming report should be 2.5c EPS from operations and some moolah from IPO proceeds  But i'm afraid some ppl may take it as poor earnings and sell it down.
~It's slight above NAV of 63c. I noticed that but I think that shouldnt be a deciding factor. Earnings and divvy are more important
~Latest I read their GDV is approaching 1.4B, and they are looking to explore Klang Valley.
Disclaimer: Not a recommendation.. read for fun is the best |
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发表于 7-4-2011 10:00 PM
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回复 29# 亡者之疯
不是不准, 那是上市前的盈利, 当时的share issue没那么多, 只有32M单位, 上市后是221M单位
EPS自然也需要从算
http://jeffstock.blogspot.com/2011/04/tambun-indah-land-berhad.html
公司答应会以40%-60%的盈利作为Dividend |
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发表于 7-4-2011 11:15 PM
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Monitor 是很累。。。心脏病。。噢{:3_84:}  |
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发表于 8-4-2011 01:54 AM
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辛苦点才可以赚点钱嘛。。。。  |
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发表于 8-4-2011 11:07 AM
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发表于 8-4-2011 11:17 AM
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They used RM25.3M/25.8M shares, so eps was 98.
请问25.８m的数据从何而来？
最后一句是说不推荐买吗 ...
亡者之疯 发表于 8-4-2011 11:07 AM
这些资料都是从financial result解读出来的...........
最后一句的意思不是不建议买,而是说明这是个人意见,并不是个宣传 |
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发表于 8-4-2011 11:46 AM
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They used RM25.3M/25.8M shares, so eps was 98.
请问25.８m的数据从何而来？
最后一句是说不推荐买吗 ...
亡者之疯 发表于 8-4-2011 11:07 AM 
我也是用PB的.... 你知道怎样看EPS和ROE? |
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发表于 8-4-2011 03:01 PM
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回复 28# seiwei
跟其他股票的股息算法一样啊！
例子：
Fourth interim single tier dividend of 9.0 sen net per share
一股分到股息9sen，而一千股分到股息RM90。 |
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楼主 |
发表于 8-4-2011 06:41 PM
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越来越可怕了。。我最近读了很多blog，和投资的书。。现在更加不敢乱来了。。呼呼！！对股票，又爱有恨。。。。 |
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发表于 8-4-2011 07:50 PM
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回复 37# 石锅拌饭
不好意思啊 我是很新的新手，所以不知道
一股的股息是9sen，就代表1 = 100lot = RM9的股息？ |
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发表于 9-4-2011 05:54 PM
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回复 39# seiwei
1 lot = 100股
如果，一股分到9sen, 那么，1 lot = 100股会分到RM9. |
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