Tuesday, May 21, 2013

TAMBUN


曾经有一位网友发电邮给我,列出了四只产业股并希望我能够帮他做个比较,这四只产业股分别是GLOMAC、HUAYANG、TAMBUN和UOADEV。

而我根据本益比股息更能够替股东创造财富这三项条件给了他以下这个答案:
1)HUAYANG
2)TAMBUN
3)UOADEV
4)GLOMAC

以上四只股当中,除了HUAYANG,TAMBUN也是我比较关注的产业股之一,在我心中其实也占有相当大的份量。

虽然如此,我却只持有HUAYANG,而TAMBUN我也只是一直在观望而已,主要的原因是我不想在大选前投入太多资金进入股市甚至是产业股,也就是因为有这种想法,让我错过了以80仙或更低的价格参股TAMBUN。

所以当大选尘埃落定之后,我第一时间买进了多只股票,包括TAMBUN。

我买进TAMBUN是基于三项理由:

一、低本益比
TAMBUN去年全年每股净利14.93仙,以我买进的价格RM1.13计算,本益比7.56。

二、高周息率
去年总派息达到5.8仙,以我的成本计算,周息率为5.13%(其实之前更高)。

TAMBUN已制定派息政策,将净利最少40%用来派息。,将来若赚得越多,派得也越多。 还有,最近公司也建议股息再投资计划,鼓励股东将股息以折价再投资股票,如果获得通过,相信公司将来会舍得派更高的股息。

三、成长潜能佳
基于槟州政局的稳定,而槟城第二大桥预料将在今年杪通车,这将会带旺威省的经济以及当地产业价格,TAMBUN将是受惠发展商之一。




10 comments:

  1. 我也是在0.85错过了。现在的价钱真的不知道可不可以进。好像高了点

    ReplyDelete
    Replies
    1. Daniel,

      我个人认为是高了点,调整时才买也不迟,姑且看看它的业绩吧!

      Delete
  2. 根据现在的股价,我反而觉得值得投资的循序是:
    1). MKH [地产 + 棕油开始收成]
    2). Wing Tai [地产 + 服装]
    3). Tambun
    4). Hua Yang

    我对MKH 充满信心.唯一担心股东不发DIVIDEN.

    ReplyDelete
    Replies
    1. Big Sea,

      非常认同MKH!
      它之前急涨之后歇息了一会,再加上将要公布的季报,相信之后会奋起直追。

      Delete
  3. Hi Boon,

    What's your view on Tambun's additional listing at RM1.32/share?

    ReplyDelete
    Replies
    1. Wankey,

      Since Q1 (Mar 31, 2013) result until now, TAMBUN share issued has been increased by 22,417,981 shares or 7.2%.

      The EPS definitely will be diluted. However if the management can make use of the collected fund to something/develop business. It may be good.

      I am still closely monitoring it.

      Delete
    2. Thanks. Do you know anything about Pestech? Seems to be a good stock, since its listing last yr the price has gone up a lot and has distributed 4 times dividend.

      Delete
    3. Wankey,

      PESTECH is a good company and have a good future.

      Just listed 1 year so I believe the dividend will grow in future. Can keep an eye on it.

      Delete
  4. Replies
    1. Wankey,

      Market doesn't look good. So I temp. sold it and wait to buy at lower price. :)

      Delete

Related Posts Plugin for WordPress, Blogger...