Tuesday, November 30, 2010

QSR 不卖了

近期炒得沸沸扬扬的QSR品牌收购战,竟然在昨天突然落幕。

居林(KULIM,2003,主板种植股)在昨晚发表文告表示,拒绝凯雷集团和Idaman Saga私人有限公司全面献购QSR的建议。

之前提到过,这项收购的关键在于QSR的大股东--柔佛机构(Johor Corp)是否会接受这次的献议。(之前文章:QSR品牌争夺战 鹿死谁手?


但这次的收购献议,是否就此真的落幕了呢?还真的有待观察。。。。





KSENG激成发红股了

 激成(KSeng,3476,主板工业产品股)于昨日暂停交易以宣布派红股计划。

 激成是一家资产严重被低估的公司,其在新山市30公里范围内拥有超过9000英亩的地皮。至今仍旧未进行重估。截至去年12月31日,激成的每股净有形价值约为4.98令吉,若重新估值,每股净有形资产价值可高达17.10令吉。

这只是去年的数据,可以预见今年其净有形资产将更进一步。

不久前, 激成才将百汇控股(PARKWAY)脱售给国库控股,赚益达到2亿6000万令吉。

由于拥有庞大现金,因此激成宣布派红股是许多投资人早就料到的事。


.

Monday, November 29, 2010

Careplus - 超额认购46.75倍

之前有提到过,将有一只手套股(Careplus)即将上市创业板。Careplus的上市,让投资者有了另一个选择。因其发售价为RM0.23,许多人都负担得起。正如我所料的,Careplus在新股发售计划中获46.75倍超额认购。


之前的文章:
新股上市-Careplus



以下新闻取自南洋商报
http://www.nanyang.com.my/NewsCenter/articleDetail.asp?type=N&ID=203587&SID=7&CID=12



投资者冀手套股涨潮中受惠 Careplus超额购46.75倍

(吉隆坡27日讯)随着国内经济与投资者信心回扬,我国企业相继到大马交易所报到,而即将于今年12月6日在创业板挂牌的手套制造商Careplus集团,在新股发售计划中,获46.75倍超额认购,成为近期表现最耀眼的新星!

根据《南洋商报》粗略估计,Careplus集团是过去逾5年来,在公众组获得最高超额认购率的20大公司之一,这充分反映出投资者希望从手套股涨潮中受惠,毕竟与其他手套股相比之下,Careplus集团是最便宜的手套股。

随着全球提高卫生与保健意识,手套已经成为了一种必需品,并已形成一种自然成长现象。

目前,全球手套需求按年增长10%,本地手套巨擘如顶级手套(TopGlov,7113,主板工业产品股)以及速伯玛(Supermx,7106,主板工业产品股)等表现皆有目共睹,虽然它们一直被原料成本漂浮不定的问题所困扰,惟基于可将原料成本转嫁给客户,所以对它们的盈利冲击也不会太大。

马银行投银:上涨空间有限

尽管Careplus集团预计,该公司在扩充产能后,可推动2012财年起的收益增长,惟马银行投资银行分析员却认为,其每股23仙公开发售价的上涨空间有限。

这主要是(1)其公开献售价格相对于小型业者,以及(2)目前领域正吹着逆风(如一贯的高乳胶价格以及令吉增值)。

他说:“根据每股23仙公开发售价,Careplus集团的价值为7.8倍本益比。依2011财年首半年每股盈利年率,该股已经获得合理价值,2011财年本益比为8.5倍,利得股份(Latexx,7064,主板工业产品股)只有6倍。

“我们并不认为Careplus集团可以与大型股项,如速伯玛和高产尼品工业(Kossan,7153,主板工业产品股)相提并论。



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Sunday, November 28, 2010

High Dividend Yield Counters
Updated on Nov 26, 2010

I just realised that I haven't update the English list for almost a month. :-p
Last Tuesday, North Korea suddenly shelled at a South Korean island. The invasion has resulted in most Asian stocks fall.
KLCI closed at 1,492.05 on Friday. As what I have expected, there are few companies annouced financial result and dividend in the past 2 weeks  e.g. WTHORSE,WELLCAL, DAIBOCI,AMWAY and JAYCORP. Expect MAXIS will make its Q3 financial result and annouce 8 sens interim dividend.



High DY Counters
Updated: Nov 26, 2010

Past 12 months DividendCurrent Share PricePast 12 months DY (%)
STAR0.57883.35017.28%
AIRB0.28001.76015.91%
PWROOT0.08000.67511.85%
WELLCAL0.14001.19011.76%
FPI0.10000.86011.63%
AMWAY0.91008.54010.66%
JAYCORP0.07500.74010.14%
DIGI2.490024.68010.09%
CSCSTEL0.15251.7508.71%
ATRIUM0.08701.0408.37%
EFFICEN0.01500.1858.11%
ZHULIAN0.14001.7308.09%
MSNIAGA0.14251.9007.50%
HOMERITZ0.03000.4007.50%
ALAQAR0.08231.1806.97%
BAT3.000044.8006.70%
STAREIT0.05770.8756.59%
MAXIS0.33005.2806.25%
EUROSP0.08001.2906.20%
DAIBOCI0.15502.6505.85%
NCB0.21003.6505.75%
OIB0.07501.3805.43%
WTHORSE0.10001.8505.41%
QCAPITA0.05831.0805.40%
OSKPROP0.03750.6955.40%
YTLPOWR0.13132.5005.25%
AXREIT0.11942.3005.19%
PARAMON0.25254.9005.15%
MAYBANK0.44008.7005.06%

Calculation:
Sum of past 12 months dividend paid (Dec 09 - Nov 10), minus 25% tax(if applicable), divided by current share price.



High DY Counters Forecast (For The Next 12 Months)
Updated: Nov 26, 2010


Next 12 months Dividen ForcastCurrent Share PriceNext 12 months DY (%) 
Forcast
EUROSP0.48001.29037.21%
FPI0.11000.86012.79%
HOMERITZ0.05100.40012.75%
PWROOT0.08000.67511.85%
JAYCORP0.07500.74010.14%
F&N1.555015.8809.79%
WELLCAL0.11001.1909.24%
ATRIUM0.08601.0408.27%
EFFICEN0.01500.1858.11%
MSNIAGA0.14251.9007.50%
DIGI1.740024.6807.05%
ALAQAR0.08231.1806.97%
ZHULIAN0.12001.7306.94%
MAXIS0.35005.2806.63%
STAREIT0.05770.8756.59%
TGL0.11251.7406.47%
NCB0.21003.6505.75%
QCAPITA0.06041.0805.59%
OIB0.07501.3805.43%
OSKPROP0.03750.6955.40%
BAT2.390044.8005.33%
YTLPOWR0.13132.5005.25%
PARAMON0.25504.9005.20%
AXREIT0.11942.3005.19%
STAR0.17253.3505.15%
APOLLO0.17253.4005.07%

Calculation:
Sum of next 12 months dividend forecast (Dec 10 - Nov 11), minus 25% tax(if applicable), divided by current share price.



The above info is just a reference and it is not a buy or sell recommendation. I hope the information I provide here are accurate. If you notice any mistake, please do let me know. Before you make your investment decision, please check again the listed company announcement at Bursa Malaysia web site. The address is:-http://www.bursamalaysia.com/website/bm/listed_companies/company_announcements/announcements/index.jsp



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高周息率马股
更新: Nov 26, 2010

距离上一次的更新已是两个星期前的事了。

上周二,朝鲜无故突如其来的向韩国延坪岛开炮,使得亞洲股市驚慌急挫!!

综合指数在上星期五收市时,处于1,492.05点。这两个星期里有许多上市公司陆续宣布业绩,一些股项也正如我预料的同步宣布股息,例如:WTHORSE,WELLCAL, DAIBOCI,AMWAY和JAYCORP等。估计下个星期MAXIS也会宣布业绩及派8仙中期股息。



高周息率马股
更新: Nov 26, 2010
 
Past 12 months DividendCurrent Share PricePast 12 months DY (%)
STAR0.57883.35017.28%
AIRB0.28001.76015.91%
PWROOT0.08000.67511.85%
WELLCAL0.14001.19011.76%
FPI0.10000.86011.63%
AMWAY0.91008.54010.66%
JAYCORP0.07500.74010.14%
DIGI2.490024.68010.09%
CSCSTEL0.15251.7508.71%
ATRIUM0.08701.0408.37%
EFFICEN0.01500.1858.11%
ZHULIAN0.14001.7308.09%
MSNIAGA0.14251.9007.50%
HOMERITZ0.03000.4007.50%
ALAQAR0.08231.1806.97%
BAT3.000044.8006.70%
STAREIT0.05770.8756.59%
MAXIS0.33005.2806.25%
EUROSP0.08001.2906.20%
DAIBOCI0.15502.6505.85%
NCB0.21003.6505.75%
OIB0.07501.3805.43%
WTHORSE0.10001.8505.41%
QCAPITA0.05831.0805.40%
OSKPROP0.03750.6955.40%
YTLPOWR0.13132.5005.25%
AXREIT0.11942.3005.19%
PARAMON0.25254.9005.15%
MAYBANK0.44008.7005.06%

计算方法:
以过去12个月(Dec 09 - Nov 10)的总派息,扣除了25%公司税(if applicable)后,除以当前股价。








未来12个月高周息率马股预测
更新: Nov 26, 2010

Next 12 months Dividen ForcastCurrent Share PriceNext 12 months DY (%) 
Forcast
EUROSP0.48001.29037.21%
FPI0.11000.86012.79%
HOMERITZ0.05100.40012.75%
PWROOT0.08000.67511.85%
JAYCORP0.07500.74010.14%
F&N1.555015.8809.79%
WELLCAL0.11001.1909.24%
ATRIUM0.08601.0408.27%
EFFICEN0.01500.1858.11%
MSNIAGA0.14251.9007.50%
DIGI1.740024.6807.05%
ALAQAR0.08231.1806.97%
ZHULIAN0.12001.7306.94%
MAXIS0.35005.2806.63%
STAREIT0.05770.8756.59%
TGL0.11251.7406.47%
NCB0.21003.6505.75%
QCAPITA0.06041.0805.59%
OIB0.07501.3805.43%
OSKPROP0.03750.6955.40%
BAT2.390044.8005.33%
YTLPOWR0.13132.5005.25%
PARAMON0.25504.9005.20%
AXREIT0.11942.3005.19%
STAR0.17253.3505.15%
APOLLO0.17253.4005.07%


计算方法:
以未来12个月(Dec 10 - Nov 11)的预测总派息(已宣布和未宣布),扣除了25%公司税(if applicable)后,除以当前股价。




希望以上的资料无误,要不然请大家多多包涵!以上的资料只供参,并不具备任何买卖建议。请在做出投资决定前,到Bursa Malaysia的网站里的Company Announcement再查证,网址:



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