我要游大海

好多年前，我的朋友同学告诉我外国月亮比较圆，我听了不以为然，因为对本国的月亮还不完全了解，没能力去欣赏外国月亮。

上星期我同学他要我帮忙鉴定他从外国得到的宝，黄金。
我研究了一天，第二天与他商量后，就扑向大海捞金去了。

以前不游大海，因为不了解，

现在游大海，因为身怀绝技。

信心十足。

再见了，大马股市。

美国，我来了啦。

最多净现金的产业股，keladi”中有笔误

在 “最多净现金的产业股，keladi”中有笔误，特此更正。

keladi 是现金与股价（21-6-2013闭市价，28sen）比例最大的产业股。

每股现金 17sen, 

100% x 17 / 28 = 61%.

在此，向各位说 ，sorry.




keladi 的走势如果它能像 skpres, 也不错。

请看

宣布红股后，skpres 股价由 27sen 飚到 57sen 以上。

因此目前我所能做就是，默默累积。

最多净现金的产业股，keladi

有道是：diam diam ubi berisi,

在马股中：ubi 指 ubi keladi
berisi 就是 money 了。

根据刚刚出炉的 2014第一季业绩报告，

它没借贷，现金有 RM128,460,000.，

总票数= 758,310,000

每股现金 = RM128,460,000 / 758,310,000 = 16.94sen , 大约 17sen,

它今天的闭市价是 28sen,

28sen 的股拥有 17sen 的现金，这是非常振奋人心的数据，61%

在马股中，我想不到有那一只股可与它比。

美中不足的是它的业绩不是很出色，但是管理层在累积现金方面有一手。

自己看吧。

1.                  Performance Review
For the three months ended 30 April 2013, the Group reported revenue of RM11.679 million and profit before tax (“PBT”) of RM5.901 million. This represents a decline of 21% and 4% respectively, compared to revenue of RM14.748 million and PBT of RM6.166 million recorded in the preceding year’s corresponding period. Decrease in revenue and PBT was mainly due to the lower income recognition from property development and lower sales of fresh fruit bunches (FFB).

The performance of the various operating segments was as follows:-

a)      Property Development
The Division registered a lower revenue of RM10.574 million, a decrease of 21% as compared with RM13.326 million in the preceding year corresponding quarter. Accordingly the PBT has also reduced to RM5.072 million, a decline of 4% as compared with RM5.296 million recorded in the preceding year corresponding quarter. Certain project phases have reached near completion, therefore resulting in lower revenue and profit recognised for the current quarter under review.

b)      Plantation
The Division posted a decrease in revenue of 30% to RM0.734 million for the current quarter as compared with RM1.055 million in the preceding year corresponding quarter. The decrease in revenue was mainly due to drop in production of FFB. This is because 503 acres of old palm trees were felled for replanting in Keladi Land and 65 acres of Keladi Kulim’s land has been cleared for the development of a new project, namely Taman Desa Cinta Sayang.

The Division registered a lower PBT of RM0.463 million, down by 8% as compared with RM0.503 million in the preceding year corresponding quarter. The fall in the profit before tax was mainly due to significant drop in FFB production, lower FFB prices and higher estate expenditures incurred for replanting activity.

2.                  Material Changes in Profit Before Tax for Quarter Reported on As Compared To The Immediate Preceding Quarter
Theprofit before tax for the quarter reported on was RM5.901 million, a decreaseof 43% compared to RM10.286 million achieved in the preceding quarter ended 31 January2013. The decrease in the profit before tax was mainly due to the higher progressive revenuerecognition from properties under construction and substantial completion ofsome of existing on-going projects at Taman Lagenda and Kulim Square Indah inthe preceding quarter.

正面理智思考

美國聯準會主席貝南克表示可能逐步縮減寬鬆貨幣政策，使到全世界股市大跌，

甚至惊慌抛售（panic selling)。

这是不可理喻的失智行为。

让我们想想吧！2008年起美国次贷风暴，冰岛，希腊，西班牙等等等课题，

看看今天的世界各国经济，多多少少都有改善吧，难怪贝南克要QE逐步退场。

这是好事啊，为何要惊慌抛售股票呢！

股票起太多需要调整，没有 业绩/股息 支撑的泡沫股最终跌回原形。

如果你手中持的是 perstim, ptaras, keladi, mbsb 这类有底子的股票，

市场先生不理智的贱卖，请大家学习巴菲特，定定的买进。

炒芋头

芋头，  keladi, 如何炒法？

股价在20天平均线附近加码。

套利或停损呢？

就用移动停损法。

多少巴仙，看个人。

鹏发会飞多高？

鹏发今天 ex 了一毛钱股息，股价没跌反起。

为何？

看来这庄还有后续动作，绝活儿还没使出。

什么绝活呢？

送红股或拆细也。



备注： 以上是笔者一厢情愿想法，亏盈自负

大马是牛市

日本上两个星期（23-5-2013）大跌千多点，

美国今早跌两百多点，

可是，马来西亚文风不动。


这是牛市特征之一。