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。
Daya Materials Berhad 可以留意
ReplyDelete可以留意 LATITUDE TREE。
ReplyDelete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。
The following are found to have dividends announced in AUgust:
ReplyDeletePrevious 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
scquare,
DeleteBINGO!!!
Those counters which may pay dividend on August usually will have higher chance. :)
Ah boon,
ReplyDeleteHow do you get your PE? Thanks
scquare,
DeleteI 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
This comment has been removed by the author.
ReplyDeleteS DRED got any TP for this?
DeleteSDRED Weida which one more potential in this August? Haha...
ReplyDeleteRoy,
DeleteBoth also got potential because believe they will pay dividend too. However looking at the share price, looks like SDRED will give higher returns.
Ah boon, did you notice lately quite a no.of bloggers here calling to buy certain counter, good or bad sign :)
ReplyDeletefucai,
Deleteeh!! 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.
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.
ReplyDeleteScquare,
DeleteActually 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. :)