Tuesday, July 22, 2014

《8月之星》筛选(二)


上星期三放上网的《8月之星》初选名单,获得不错的反应。

其实很多人所看好的股项都很有机会,即使最后它不被列入《8月之星》,但并不代表它没有作为。

通常我会将名单进一步过滤,过滤得方法是以预测本益比和P/BV来做评估。

所以,我在这里就只列出本益比小于10.5,P/BV小于1的公司,股价是截至7月17日的闭市价:-

下载链接:


而在这个时候我们可能会发现,一些大家所看好的公司竟然在这个时候悄悄地走高了,例如:WANGZNG和LTKM。

其实不奇怪!因为这个股市里的高手已经越来越多。

当我们还在寻找《8月之星》的时候,可能已经有人在上个月物色好了,并且在这个月开始部署。






14 comments:

  1. Daya Materials Berhad 可以留意

    ReplyDelete
  2. 可以留意 LATITUDE TREE。
    全购子公司将增加 REVENUE,加上 LATITUD 的 Q4 和 Q1 向来都强, EPS 15 SEN 应该没问题,PE 不到6, CASHFLOW又强。

    农产品跌价相当严重,玉米30%, 小麦29%,大豆16%,鸡蛋生产,食品加工等应该都会受惠。LTKM 应该是这个原因走高。

    http://www.nasdaq.com/markets/corn.aspx
    http://www.nasdaq.com/markets/wheat.aspx
    http://www.nasdaq.com/markets/soybean.aspx

    不过 LTKM 难收票,我收到放弃,买新加坡的 BREADTALK。MFLOUR 应该也行。

    ReplyDelete
  3. The following are found to have dividends announced in AUgust:

    Previous QTR: Annual 21-Jul
    Counter Revenue P&L EPS EPS NTA Price PE
    AHEALTH 130927 9468 10.07 25.93 2.61 3.75 14.46201311
    DOMINAN 123739 12515 8.99 16.82 1.61 1.17 6.956004756
    DRBHCOM 4167544 166968 8.64 9.48 3.78 2.24 23.62869198
    LAYHONG 148068 5042 10.13 14.38 2.4011 2.52 17.52433936
    LTKM 44725 11380 26.24 6.13 3.65 4 65.25285481
    OKA 37334 4918 8.07 11.02 1.8 1.12 10.16333938
    PARAMON 98775 19560 5.79 13.81 2.21 1.52 11.00651702
    SDRED 101491 28758 6.75 14.59 1.6531 1.13 7.745030843
    TNLOGIS 123534 30830 7.33 17.77 0.95 1.28 7.203151379
    WEIDA 81538 10468 8.25 16.95 2.86 1.82 10.73746313

    ReplyDelete
    Replies
    1. scquare,

      BINGO!!!

      Those counters which may pay dividend on August usually will have higher chance. :)

      Delete
  4. Ah boon,

    How do you get your PE? Thanks

    ReplyDelete
    Replies
    1. scquare,

      I took the last quarter EPS. Then times 4 (x 4).

      However I think this method is not perfect. I am thinking of revised my system formula to sum up the past 4 quarters EPS

      Delete
  5. This comment has been removed by the author.

    ReplyDelete
  6. SDRED Weida which one more potential in this August? Haha...

    ReplyDelete
    Replies
    1. Roy,

      Both also got potential because believe they will pay dividend too. However looking at the share price, looks like SDRED will give higher returns.

      Delete
  7. Ah boon, did you notice lately quite a no.of bloggers here calling to buy certain counter, good or bad sign :)

    ReplyDelete
    Replies
    1. fucai,

      eh!! I also don't know how to answer leh!

      I think it is much depend on those bloggers' call are base on Technical or Fundamental.

      If it is fundamental, I believe it is good.

      Delete
  8. Ah boon, can you direct me as to where I can obtain information on what companies will announce their results in which month? Much appreciated. I am learning quite a lot by reading your site. As for your Star Search macro - I am willing to buy it from you if you can have the automation built-in.... Thanks.

    ReplyDelete
    Replies
    1. Scquare,

      Actually these info can get it from Bursa web site.

      However during peak season such as February, May, August & November, there are more than 700 companies announce financial result. So that searching for better performance company is a bit time consuming.

      As for the software I develop, currently I am still enhancing.

      Yes, I have plan to sell it. Just give me another month. :)

      Delete

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