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、股息以及谁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。
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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
ReplyDeleteDaniel,
Delete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!
根据现在的股价,我反而觉得值得投资的循序是:
ReplyDelete1). 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.
Big Sea,
Delete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。
Hi Boon,
ReplyDeleteWhat's your view on Tambun's additional listing at RM1.32/share?
Wankey,
DeleteSince 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.
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.
DeleteWankey,
DeletePESTECH 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.
Hi Boon,
ReplyDeleteStill holding Tambun?
Wankey,
DeleteMarket doesn't look good. So I temp. sold it and wait to buy at lower price. :)