Friday, September 09, 2011

DIGI

等下开市时会不会 gap up, 到多少呢?RM33 ?


它是面值 10sen 的股,建议拆细为每股面值 1sen,

面值这麽低,在大马股市可算是绝无仅有的了。

刚刚查了它的基本面,今年上半年每股赚益 73sen,

却给股息 73sen, 意思上半年赚多少,给完多少,

maxis 今年上半年每股赚益 14.50sen, 却给股息 16sen, 倒贴了,

axiata 今年上半年每股赚益 14sen, 才给股息 4sen,

telekom 今年上半年每股赚益 8.1sen, 给股息 9.8sen, 也是倒贴。

由此可见, telekom, maxis, digi 这三个公司的本身基建设施已完善,

不需多余发展(扩充)开销,所以可以做到赚多少,就派完多少,

甚至拿以前所赚余的倒贴。

还有一点,这三个的管理层至目前为止,信赖度过关,至少他们愿与所有股东分享成果。

Sunday, September 04, 2011

黄金会跌价吗?

黄金会跌吗?
会,肯定会。

现在近 千九美元 1安士,价钱高吗?
我不知道,

要跌了吗?
我不知道。

还会继续起吗?
我也不知道。

不知道那写这篇文章干吗?

我要告诉大家,黄金也会跌价的,

由于它是商品(commodity),它的价钱会被操纵(manipulate)。


楼房,地产会跌价吗?

会,而且非常容易,

只要政府条列一改,不利它,它就跌。

请看这篇报道,http://www.chinanews.com/gj/2011/09-04/3304965.shtml

你认为以色列政府会镇压这些示威群众,还是修改条列降低房价呢?

不论怎样, smart money 是不是先溜了呢?

smart money 溜了,后知后觉的羊群还前仆后继的奋勇而进,自己想象血淋淋的画面吧。

.............MKs: Government Should Beware


Other MKs succeeded in meeting with the students and hearing their demands. MK Carmel Shama-Hacohen (Likud) warned that the government cannot stay in power without dealing with housing prices, which have risen by 43 percent in just three years.

Either prices will fall, or the government will fall,” he warned.

Housing Minister Ariel Attias (Shas) has attempted to bring prices down by issuing tenders for thousands more new housing units per year. Housing prices have risen in part due to a 10-month construction freeze in Judea and Samaria, and a continuing de facto freeze in Jerusalem. Another factor is the increasing phenomenon of apartment purchases by tourists from overseas, who leave them empty for most of the year, but drive up prices......................................
( http://www.israelnationalnews.com/News/News.aspx/145793 )
 
 
















Wednesday, August 31, 2011

cocoaland holdings berhad

刚刚看了它的 2011年第二季财报,

这是净现金公司,

总债务才 2千6百多万,

现金有 近 6千万。

总票数是 171,600,000 , 面值50sen股,

以它现在的赚益来衡量,

理想买入价钱是 RM1.00 以下。

2011上半年, eps= 4.42sen,

保守估计,今年大慨是 4.42 X 2 = 8.84sen,

所以如果用 p.e = 10, 它也只值得 90sen 罢了,

现市价 块九多,已超出双倍。

它每年派最少一次股息, 不多,每股 4sen 左右

以下是它历年来的派息日期及数额:

An interim dividend of 8% per ordinary share of RM0.50 each tax exempt.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 19 July 2005 ]

2) The last date of lodgement : [ 21 July 2005 ]

3) Date Payable : [ 4 August 2005 ]


Bonus Issue of up to 30,000,000 new ordinary shares of RM0.50 each in Cocoaland Holdings Berhad ("CHB Shares") to be credited as fully paid-up on the basis of 1 new CHB Share for every 3 existing CHB Shares held

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Bonus Issue" ] as from : [ 30 June 2006 ]

2) The last date of lodgement : [ 4 July 2006 ]


An interim dividend of 8% per ordinary share of RM0.50 sen each less 28% Malaysian income tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 12 December 2006 ]

2) The last date of lodgement : [ 14 December 2006 ]

3) Date Payable : [ 28 December 2006 ]


An interim dividend of 8% per ordinary share of RM0.50 sen each less 27% Malaysian income tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 12 December 2007 ]

2) The last date of lodgement : [ 14 December 2007 ]

3) Date Payable : [ 28 December 2007 ]



Interim dividend of 4.0 sen per Ordinary Share less 26% Malaysian Income Tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 11 December 2008 ]

2) The last date of lodgement : [ 15 December 2008 ]

3) Date Payable : [ 30 December 2008 ]



Interim Dividend of 10% per Ordinary Share less 25% Malaysian Income Tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 8 September 2009 ]

2) The last date of lodgement : [ 10 September 2009 ]

3) Date Payable : [ 25 September 2009 ]



Interim Dividend of 5% per Ordinary Share less 25% Malaysian Income Tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 12 March 2010 ]

2) The last date of lodgement : [ 16 March 2010 ]

3) Date Payable : [ 6 April 2010 ]



Interim Dividend of 5% per Ordinary Share less 25% Malaysian Income Tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 8 June 2010 ]

2) The last date of lodgement : [ 10 June 2010 ]

3) Date Payable : [ 30 June 2010 ]


Interim Dividend of 3.8% per Ordinary Share less 25% Malaysian Income Tax.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 10 March 2011 ]

2) The last date of lodgement : [ 14 March 2011 ]

3) Date Payable : [ 11 April 2011 ]









Monday, August 29, 2011

北伦敦被攻陷了

manchester city vs tottenham hotspur , 5 : 1.
manchester united vs arsenal , 8 : 2.

看得实在过瘾,我喜欢看进球多多的足球赛。
抢手的球员太嫩了,得多多磨练。

Monday, August 22, 2011

特别的爱,献给特别的你

ncb 的 die hard fans, 还有认定 cash is the king 的股友,

特别的爱,献给特别的你,

ex-date = 26-9-2011 , A Single Tier Interim Dividend of 7.0 sen per share


ex-date = 13-7-2011 , A Special Interim Dividend of 59.0 Sen Per Ordinary Share Less 25% Income Tax

ex-date = 20-4-2011 , A Final Dividend of 10.0 Sen Per Ordinary Share Less 25% Income Tax

ex-date = 20-4-2011 , A Special Dividend of 20.0 Sen Per Ordinary Share Less 25% Income Tax

2011年每股共给股息 10 + 20 + 59 +7 = 96sen

其中有两个是 special dividend,

ncb 果然 special, 一年之内派 2 次 special dividend.

很多人都是 RM3.50以下买的,

2011年的 dividend yield = 100% X 96/350 = 27%

比银行利息高出 10倍。
 
 
 
 

Sunday, August 21, 2011

hirotako 最新业绩

hirotako

trade receivables of  hiro as at end of 2nd Q 2011 = RM61,078,000
as at preceding year end 31st Dec 2010                = RM39,415,000

RM61,078,000 - RM39,415,000 = RM21,663,000
100% X (21,663,000 / 39,415,000) / 39,415,000 = 55%

the trade receivables increased 55%,

total liabilities = RM78,758,000
as at preceding year end 31st Dec 2010 = RM53,834,000
increased 100% X (78,758,000 - 53,834,000) / 53,834,000 = 46%

especially because of  the payables in current liabilities,
(RM27,719,000 + RM44,980,000 = RM72,699,000 )
100% X  72,699,000 / 78,758,000 = 92%

trade payables = RM27,719,000
other payables =RM44,980,000,  57% of it total liabilities, terror
 pay to who?  O.S.K ? ( split, bonus issued, share buy back, brokerage fee? )
no explaination about the other payables given in 2nd Q 2011 financial report.



my heart was thrilled when mention  the words O.S.K,
its masterpieces : drbhcom-ce, oskprop 87sen, oskprop-wb 6sen ..........
















Tuesday, August 16, 2011

winners never quit, quitter never win

最近的下跌,你是否加码?或减持?

如果减持,对自己所买的股信心不足?

好好检讨所买的股,还有交易策略,

完美的交易策略是不怕风暴的,任何时候都有足够的资金作买卖。