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Monday, November 4, 2013

买进PRTASCO




上星期五,又替资本增值投资组合增加了一名生力军,以每股RM1.39买进PRTASCO(富达,5070,主板建筑股)。

PRTASCO目前的股价RM1.38,现财政年的每股净利预料将达到15仙,目前的股价大约只有本益比9倍左右。


至于股息方面,PRTASCO去年共派息14仙,周息率10.14%。





16 comments:

  1. This comment has been removed by the author.

    ReplyDelete
    Replies
    1. Loo Siang,

      Last year DY is 10%, however PRTASCO DY should be maintained at 6.5%. I will cover this in my next article. :)

      Delete
  2. Just wondering, whenever you bought a stock, do you have any TP in mind? I bought protasco at 1.2x but always not sure when to sell. Thanks for your sharing.

    ReplyDelete
    Replies
    1. Caprio,

      I have no fixed rule on my target price.

      For fixed income share, I keep permanent. For mid and short term, I set a min. 20%. But somehow I always break the rule. So it is really depend on the situation.

      Delete
  3. 想请问,2012年报里的利润表,净利是看 "Profit after tax attributable to" 还是Total Comprehensive Income Attributable to"?

    ReplyDelete
    Replies
    1. This comment has been removed by the author.

      Delete
    2. Ling Ling,

      看TOTAL COMPREHENSIVE INCOME ATTRIBUTABLE TO Owners of the Company

      Delete
  4. Hi Ah Boon, I just quickly glanced through its financial report and some it news. It has quite a diversified business with the road maintenance segment contributed a lot. Profit margin little bit low but always received business and contract from the government :). Property development and oil & gas are the next growth engine.

    ReplyDelete
    Replies
    1. Chyi Thong Yap,

      Yes, PRTASCO involve in Construction, Engineering Service, Education, Trading and Property (just started). now they want to enter Oil and Gas.

      I will cover this in my next article.

      Delete
  5. Boon,请问Prtasco 是家族企业吗?

    ReplyDelete
  6. Boon, why revenue increase but profit dropped in this Qreport?

    ReplyDelete
    Replies
    1. Papa Wong,

      Due to the high cost of sales and operating cost, it pull down the profit. Hopefully management can resolve this soonest.

      Delete
  7. 谢谢boon,
    想请问boon,在明年2月的官司案影響大吗?

    ReplyDelete
    Replies
    1. Papa Wong,

      目前还很难下定论,如果打输了官司,那PRTASCO将要赔偿1046万令吉,另加每年8%,那就是1200多万左右。

      当然,这项赔偿是一次性的,到时候肯定会对PRTASCO的业绩造成影响。我觉得长痛不如短痛,公司能够越快解决这件事越好。如果因腹面消息造成股价下跌,将是买进良机。

      Delete