【MAYBULK 交流专区】大型散装货轮

guansoon

第二季我想会有特别股息.

弹煮

我在等它的图出现圆顶，然后圆底~

chengyk

"Profit margin大缩水"
很大的跌幅喔!!! 是不是因为原油大起的关系???

弹煮

MIMBraises Malayan Bulk Carriers (5077.KU) target price to MYR4.40 based on10% discount to 12X sector PER from MYR4 previously, but keeps Sellrating on view share price has run ahead of fundamentals. share down3.7% at MYR4.22. 1Q08 net profit of MYR112 million within expectations,but revenue fell 5% on year due to slight correction in bulk market,says analyst. Notes, Baltic Dry Index (BDI) very resilient recently dueto spike in commodity prices; index peaked at 11,793 May 20, 2008;raises 2008 average forecast to 10,000 vs 2007 average at 7070. "Allin, our earnings forecast for FY08 and FY09 have been raised by 7% eachto MYR410 million and MYR416 million respectively," says MIMB in report.

夜铃

问题就出在other operating income。2007年同期是86mil，2008年只有3.8mil。这是卖船的盈利，所以2008Q1的revenue比2007Q1高，但profit却比2007Q1低。

目前的BDI也比2007Q1和Q2高，Maybulk也把3辆船脱手，所以2008年的盈利相信会胜去年。

耐心耐心。。。

基金小子

今天跌很多了。。。

小巴菲

22 May 2008

Baltic Dry Index (BDI) -123 11648
Spot Rates

		BCI	(Cape index)	BPI	(Panamax index)	BSI	(Supramax index)
INDEX		18051	-77	10866	-381	6743	+34
SPOT 4 TCE AVG	(USD)	214729	-1648	87247	-3049	70507	+355
YESTERDAY	(USD)	216377		90296		70152
YEAR AGO	(USD)	107893		48706		43968

sector

谁说Profit大缩水？？？
建议你们看看去年同期业绩报告，留意＂Other operating income",为什么去年同期会那么多？你就会知道是不是Profit大缩水。

[ 本帖最后由 sector 于 23-5-2008 10:26 AM 编辑 ]

弹煮

我知道去年有卖船，所以赚多。
我拿来讲罢了

Maybulk技术图走下坡，大约4块钱又可以进场了。

悶蛋

原帖由 弹煮 于 23-5-2008 01:58 PM 发表
我知道去年有卖船，所以赚多。
我拿来讲罢了

Maybulk技术图走下坡，大约4块钱又可以进场了。

3.5有没有

弹煮

3.50是真的熊市了，就是谈股色变的时候了 你最期待的

^ska^

怎么这几天一直跌跌不休啊....

夜铃

当它升升不息的时候，就没有人问它“为什么”了。。。 耐心耐心。。。

^ska^

现在很多救援物资需要运往中国
maybulk有中国的航线吗？？？
现在运往中国的需求应该很高吧

弹煮

中国的确需要很多东西，但不需要从马来西亚运过去，他们自己有。

夜铃

原帖由 弹煮 于 26-5-2008 08:22 PM 发表
中国的确需要很多东西，但不需要从马来西亚运过去，他们自己有。

对，中国真的很资产丰富，但不是每样东西都能100%自给，还是需要外国入口，也未必是从大马进口。比如煤，是从澳洲进口的。Maybulk不是只走大马航线。

弹煮

要怎样找出我国出口到中国的贸易额以及货品分类？谢谢。

夜铃

更多详情请看：http://www.matrade.gov.my/countryprofile/china/tradeoverview.htm

MALAYSIA'S TRADE TREND WITH CHINA (1995 - 2005)

Year	Export RM bil (US$ bil)	Import RM bil (US$ bil)	Total Trade RM bil (US$ bil)	Balance of Trade RM bil (US$ bil)
1995	4.90 (1.28)	4.30 (1.13)	9.20 (5.40)	0.61 (0.16)
1996	4.80 (1.26)	4.72 (1.24)	9.52 (2.50)	0.08 (0.02)
1997	5.26 (1.38)	6.27 (1.65)	11.53 (3.03)	-1.02 (-0.26)
1998	7.77 (2.04)	7.26 (1.91)	15.03 (3.95)	0.51 (0.13)
1999	8.80 (2.31)	8.15 (2.14)	16.96 (4.46)	0.65 (0.17)
2000	11.51 (3.02)	12.32 (3.24)	23.83 (6.27)	-0.81 (-0.21)
2001	14.68 (3.86)	14.47 (3.80)	29.16 (7.67)	0.21 (0.05)
2002	20.01 (5.26)	23.33 (6.13)	43.34 (11.40)	-3.32 (-0.87)
2003	25.79 (6.78)	27.63 (7.27)	53.42 (14.05)	-1.84 (-0.48)
2004	32.15 (8.46)	39.29 (10.33)	71.44 (18.80)	-7.14 (-1.87)
2005	35.22 (9.26)	49.88 (13.12)	85.1 (22.39)	-14.66 (-3.85)

The PRC remained as Malaysia's fourth largest export destination in 2005 with total trade valued at RM85.10 billion, increasing by 19.1 per cent.
Exports increased by 9.6 per cent to RM35.22 billion while imports increased by 27 per cent to RM49.88 billion.
• Malaysia recorded a trade deficit of RM14.65 billion in 2005 with the PRC.

MALAYSIA'S TOP 5 EXPORTS TO CHINA, BY PRODUCT SECTOR (2005)

	Value RM bil (US$ bil)	Share (%)	Growth (%)
E&E Products	15.29 (4.02)	43.4	20.4
Palm Oil	4.45 (1.17)	12.6	-16
Chemicals & Chemical Products	3.90 (1.02)	11.1	-0.5
Crude Rubber	1.99 (0.52)	5.7	46.7
Machinery, Appliances & Parts	1.26 (0.33)	3.6	20
Other exports	8.33 (2.19)	23.6	6.38
Total Exports	35.22 (9.26)	100	9.6

During the period 2001 to 2005, the average annual growth for exports to the PRC was 25.4 per cent, attributed to the higher demand for E&E products, chemicals & chemical products, machinery, appliances and parts and optical & scientific equipment.
• Malaysia was the seventh largest exporter for the PRC, while among ASEAN countries, Malaysia was the leading exporter.

MALAYSIA'S TOP 5 EXPORTS TO CHINA, BY ITEM (2005)

Items	RM bil (USD$ bil)	Share (%)
Transistors, valves, etc.	7.85 (2.06)	22.28
Fixed veg. fats,oils,crude, refined not soft	3.22 (0.84)	9.15
Parts & acc., for office machines	2.00 (0.52)	5.70
Natural rubber, etc.in primary forms, sheets	1.99 (0.52)	5.66
Automatic data processing equip.	1.88 (0.49)	5.35
Other exports	18.28 (4.81)	51.86
TOTAL	35.22 (9.26)	100

MALAYSIA'S TOP 5 IMPORTS FROM CHINA, BY PRODUCT SECTORS (2005)

Product sector	RM bil (USD$ bil)	Share (%)	Growth (%)
E&E Products	30.72 (8.08)	61.6	30.1
Machinery, Appliances & Parts	3.51 (0.92)	7.0	39.9
Chemicals & Chemical Products	2.05 (0.53)	4.1	13.9
Iron & Steel Products	1.77 (0.46)	3.6	27.3
Textiles & Clothings	1.50 (0.39)	3.0	7.7
Other imports	10.33 (2.71)	20.7	20.5
Total Imports	49.88 (13.12)	100	27.0

The PRC remained the fourth largest source of imports for Malaysia. Imports from the PRC increased by 27 per cent to RM49.88 billion.
Imports from the country have been on an upward trend since 2001 with an average annual growth of 33.3 per cent.
• Major imports from the PRC comprised E&E products, which accounted for 61.6 per cent of the total imports, machinery, appliances & parts (7 per cent), chemicals & chemical products (4.1 per cent), iron & steel products (3.6 per cent) and textiles and clothing (3 per cent).

MALAYSIA'S TOP 5 IMPORTS FROM CHINA BY ITEM (2005)

Items	RM bil (USD $ bil)	Share (%)
Parts & acc., for office machines	8.92 (2.34)	17.89
Transistors, valves, etc.	6.04 (1.58)	12.1
Automatic data processing equip.	4.37 (1.15)	8.76
Telecomm. Equip parts	4.16 (1.09)	8.34
Electrical machinery & apparatus	2.80 (0.73)	5.62
Others	23.59 (6.20)	47.29
TOTAL	49.88 (13.12)	100

弹煮

谢谢，资料很全面。
看来我国对中国的trade surplus越来越逊色=.=''
电子产品和器械零件互有来往，都占很大比重。

弹煮

大家记得book住maybulk的底线
在那边book它应该够安全了吧