Friday, December 4, 2015

EG 两大股神撑场



11月30日,EG公布了2015年年报,里头出现了两个大家都很熟悉的名字 ---- 官有缘和冯时能(冷眼前辈)。 

这两个前辈可说是“大马股神”,他们之前所入股的公司大都有所斩获,那么他们到底是看上了这家公司的什么?

我们就先来了解下EG这家公司的背景。 

EG(EG工业,8907,主板工业产品股)的前身为DAIICHI,于1993年上市大马交易所主板。

2000年7月19日,DAIICHI(DAI-ICHI Industrial)易名EG.COM。

2004年4月1日,EG.COM又再次易名为EG Industries,但是股票代码依然维持EG。

EG的业务如下:
- 电子制造服务(Electronic Manufacturing Services,EMS)
- 制造和售卖扬声器驱动器、音响系统
- 实木复合地板
- 注塑业务
- 有源和无源电子元件业务
成品组装

2014年,大马有两家公司成功跻入全球50大电子制造服务商(EMS,或称电子代工商),一家是VS,另一家就是EG的子公司SMT。

VS的股价在过去一年里取得惊人的增幅,相信是大家有目共睹的,但EG的股价至今却似乎还没什么起色(除了最近因两大股神入股而股价走高)。

可是在未来的日子里,EG或许会发生重大的转变。 

2014年7月,EG迎来了来自新加坡的新大股东,而这家公司最近也开始转型,转型后的EG将会专注成品组装(Box Build)的业务,而该公司相信这个业务将会为公司带来更高的赚幅。 

此外,该公司也着手进行附加股计划,通过附加股筹集7564万令吉的资金扩充生产线、收购EMS业务、提升及机械、以及偿还部分银行借贷以剩下利息。

相信在通过以上一系列重组和转型计划之后,EG将会走上正轨。

而我相信官老和冷眼前辈已经看到了这家公司未来的潜能,所以才会入股EG的。

最后,这家公司比较适合做长线投资,才能看到未来巨大的回报。




注:以上文章已在12月1日刊登在MYStockXplorer的会员专区里。


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免责声明:
以上投资分析,纯属本人个人意见和观点。

在买进一家公司的股份前,请先做功课并了解该公司,任何人因看此文章而造成任何投资损失,本人恕不负责。切记,买卖自负!





15 comments:

  1. 下一个VS。。。。
    谢谢分享

    ReplyDelete
  2. 想了想,两大高手,是双剑合璧,还是正面交锋?

    ReplyDelete
  3. EG has just done its right issues on October, are you sure you wanna buy in or others? Seriously curious....

    ReplyDelete
    Replies
    1. Jake,

      I didn't buy actually. I am just sharing this company's profile.

      Delete
    2. Jake,

      I didn't buy actually. I am just sharing this company's profile.

      Delete
  4. BOON, want to ask you something, i buy in AMFIRST last time, that time buy in is RM1.05, now price drop till RM0.77, shall i hold? i really dont know what happen to this share , reit also can drop so much , haihz

    ReplyDelete
    Replies
    1. just hope you can give a little advise, thanks in advance~

      Delete
    2. 85mihawk,

      AMFIRST share price dropped mainly due to the decrease in the revenue and profit.

      IF you look at its investment portfolio, most of its properties are offices. I believe this is the main reason its revenue and profit dropped (Malaysia office/shop lots currently is over supply).

      Its SUBANG SUMMIT is currently being renovated. I believe once the renovation completed, it can get a better tenancy and income may increased. But this is going to take another year.

      You need to be patient.

      Delete
  5. 阿Boon大大,我有去看看
    官有缘持有的票股(6-12-2015)
    为何List里没有"EG工业"的呢?

    ReplyDelete
    Replies
    1. CC HO,

      可能人家没update吧!不过年报里头已经清楚显示官有缘有这支股。

      Delete
    2. 喔,原来,谢谢阿Boon大大,目前在留意这股

      Delete
  6. What do you think about the prospect and future growth for this company?

    ReplyDelete

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