【LPI 8621 交流专区】伦平

tan81

1        LPI            

２３。７％。　无花给的资料。

ThermoFisher

LPI Capital net profit up 17.7% to RM18mil
Thursday July 10, 2008

KUALA LUMPUR: LPI Capital Bhd has reported a 17.7% jump in net profit to RM17.9mil for the second quarter ended June 30 on a 4.7% growth in revenue to RM144mil against RM137.8mil in the previous corresponding period.

In a filing with Bursa Malaysia yesterday, the insurer said pre-tax profit rose to RM24.3mil from RM21.7mil and earnings per share climbed to 13.01 sen from 11.04 sen previously.

LPI Capital said the lower profit compared with the preceding quarter was mainly due to higher investment income received in the first quarter.

For the six months to June 30, the group's pre-tax profit increased 8.1% to RM61.7mil from RM57mil previously on a 13.2% rise in turnover to RM329.8mil. Net profit rose 10.4% to RM45.3mil, or 32.92 sen per share, for the period under review.

In a separate statement, LPI Capital said wholly-owned subsidiary Lonpac Insurance Bhd contributed RM40.5mil to the group's cumulative profit.

Chairman Tan Sri Teh Hong Piow said despite operating in a very soft and competitive market, which saw a consistent erosion of premium rates, Lonpac was able to improve its underwriting profits by 8.6% to RM22.8mil.

Lonpac recorded underwriting surplus in all classes of insurance.

“With a total admitted assets of RM689.9mil as at June 30, Lonpac registered a higher solvency margin surplus of RM199.7mil above the minimum required solvency margin of RM490.2mil,” Teh said in the statement.

He added that the board of directors had declared an interim dividend of 30% less 26% taxation.

“Baring unforeseen circumstances, LPI Capital is confident of recording satisfactory performance for the second half of the year,” Teh said.

ThermoFisher

Defensive dividends




With the market distrusting prospective earnings, dividend yield is the main attribute that gives buoyancy or a supportive base for stock values.

General insurer LPI Capital Bhd announced a gross interim dividend of 30 sen a share on Wednesday, which was well received by the market – its share price rose 30 sen the next day.

LPI is a bedrock of a stock as a dividend yielding asset in spite of a payout ratio of above 120% in the last two years.

Although its dividends exceeded its EPS, its dividend rates increased in each of the last three years – 70 sen a share in 2005, RM1.05 in 2006 and RM1.10 last year. Although some analysts conservatively forecast its dividend to just match its EPS this year, LPI could continue to maintain or even raise its dividend rate.

The reason is it held RM670mil of investments at the end of last year of which about RM450mil were in fixed deposits.

That would help LPI to offer a large payout that amounted to RM110mil last year when the company earned a net profit of RM87.8mil last year.

Interestingly, included in its investments were shares quoted in Malaysia, totalling RM105mil at cost last year and carrying a market value of RM606mil. These are believed to be shares in Public Bank Bhd which itself, like LPI, is a high dividend yielding stock.

Hence, in LPI's latest quarterly results, 34% or RM21.2mil of its pre-tax profit of RM61.7mil were attributed to investment holding, believed to be dividend income from its Public Bank shares. The rest of the profit came from its general insurance business.

Having announced an interim dividend of 30 sen, LPI is expected to maintain the trend to declare final and special dividends totalling 80 sen or more in January.

Both LPI and Public Bank are led by Tan Sri Teh Hong Piow who has generated much wealth for shareholders in terms of both income and investment value.

无花

ROE= NET INCOME/ SHAREHOLDERS' Fund
ROE是个什么指标呢?简单来说就是用来衡量运用股东基金的效率.
也就是你用老板的钱赚了多少钱回来.

所以要让ROE变大,就是要让Shareholders' Fund 变小.
要让Shareholders' fund 变小, 可以
1.回购股票
2.大派股息
3.资本回退
4. 其他 (我只知道前3个 )

小巴菲

你们几位老大都开始累积此股了吗？？？

无花

昨晚重看了LPI 2007年的年报, LPI 6亿多的Investment中 真的有4亿多放FD.

多谢交易员老师提醒

小巴菲

原帖由 无花 于 9-10-2008 08:56 AM 发表
昨晚重看了LPI 2007年的年报, LPI 6亿多的Investment中 真的有4亿多放FD.

多谢交易员老师提醒

这样说LPI稳如泰山咯.......

aliluya

Financial Results

Reference No LC-081009-AE55B

Company Name	:	LPI CAPITAL BHD
Stock Name	:	LPI
Date Announced	:	09/10/2008

Financial Year End	:	31/12/2008
Quarter	:	3
Quarterly report for the financial period ended	:	30/09/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	191,728	156,083	521,598	447,477
2	Profit/(loss) before tax	35,379	29,830	97,047	86,889
3	Profit/(loss) for the period	26,236	21,521	71,557	62,560
4	Profit/(loss) attributable to ordinary equity holders of the parent	26,236	21,521	71,557	62,560
5	Basic earnings/(loss) per share (sen)	19.06	15.63	51.98	45.44
6	Proposed/Declared dividend per share (sen)	0.00	0.00	30.00	30.00
		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 (RM)	2.4043		2.6876

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

Remarks :

© 2008, Bursa Malaysia Berhad. All Rights Reserved.

无花

第三季的成绩还很美一下.... Boleh tahan

柬埔寨也有28万6赚,只是新加坡那边又亏本买卖....:@ :@ :@ :@

[ 本帖最后由 无花 于 9-10-2008 05:30 PM 编辑 ]

scsiang82

才boleh tahan啊？？别人都亏到傻了。。

那里看到新加坡亏呢？？

[ 本帖最后由 scsiang82 于 9-10-2008 05:42 PM 编辑 ]

ThermoFisher

大体上业绩还不错，只是海外业绩的亏损从1.970百万增加至6.355百万（+223%），不知道发生了什么事让它亏了那么多钱。。。

aliluya

原帖由 无花 于 9-10-2008 05:17 PM 发表
第三季的成绩还很美一下.... Boleh tahan

花兄，小弟想请问下你

是否不管牛市或熊市，你都是保持 100 %或者是大部份都 投资 ( 股市 ) ?

因为我发现你对这次熊市的操作手法，都没减持到手中的股票

顶多是换马而己

牛市熊市，你的操作方式是否也一样 ?


只是好奇问下

如觉得三八可以不答的 ...... 谢谢

无花

LPI在海外只有一家分公司在新加坡和一家联号公司在柬埔寨( associate company)

在鱼大贴的那个表
a) 底下的 286,000 是 Associate company --> 柬埔寨

b)整个海外营收是亏损的.... 除了新加坡, 还有那里?!?!?!

无花

不一定阿!
之前我不是说过我在5.10/5.00 的时候放了70%的多多了吗?
啊不然你以为我的多多怎会是免费的??
上个月我也说过我放了60几%的大众!!

只不过我用我放空的钱,再小进回一粒LPI, 一粒半 PBB-01, 和一些全利(未分红前), 所以你以为我还捉住大把票. 我的现金从10几%猛涨到近50 %. portfolio 中投有股市的钱已经減了近50%

今天还想以2.60出清所有全利... 结果做不成....

傻人最有傻福

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	191,728	156,083	521,598	447,477
2	Profit/(loss) before tax	35,379	29,830	97,047	86,889
3	Profit/(loss) for the period	26,236	21,521	71,557	62,560
4	Profit/(loss) attributable to ordinary equity holders of the parent	26,236	21,521	71,557	62,560
5	Basic earnings/(loss) per share (sen)	19.06	15.63	51.98	45.44
6	Proposed/Declared dividend per share (sen)	0.00	0.00	30.00	30.00
		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 (RM)	2.4043		2.6876

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

goodluck88

做末贴了又贴？

ThermoFisher

为什么你要卖完QL？是不是因为我没买？

密码侦探

为何LPI会大跌?

无花

像多多一样,我没有出你那里会进???
就是要引你去荷兰种荷兰薯....

ThermoFisher

也对，等荷兰薯长出薯仔后我会分一点给你吃。。。。

（快乐出航去荷兰中。。。 ）