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Author: ahbi   |   Latest post: Mon, 21 Dec 2020, 9:14 AM

 

[转贴]阿笔谈股系列41-浅谈Khind: 网购消费者

Author: ahbi   |  Publish date: Mon, 21 Dec 2020, 9:14 AM


This article first appeared in Investips.my Blog on Dec 21, 2020.

 

Khind是一间大马家用电器生产商。该公司厂房位于Sekinchan,大约有344位员工,其中外劳占非常少部分。该公司生产电器如电风扇,厨房小家电等。

 

通常,电器生产商会把产品卖给电器店,然后消费者再向它们购买。

 

在当前网络营销,电器生产商可以在Shopee,Lazada 等直接卖给消费者,可创造双赢局面。(消费者可以买到更有竞争价钱的电器;电器生产商可以提高销量和/或利润空间)。

 

Khind电器的消费者,大多数都是精打细算的消费者。所以,Khind通过电商平台,以更具竞争力价钱推销产品,是一个好的策略。

 

催化

Covid-19, 人们更习惯网购

 

风险

 

进口没有获得Certificate of Approval (SIRIM)的外国电器. (Malaysian Electricity Regulation 1994)

https://www.st.gov.my/en/contents/presentations/2016/safety/1.%20Regulatory%20Requirement%20on%20Import%20of%20EE%20in%20Msia_Ir%20Fairus.pdf

 

Khind RM3.05/share, 市值RM122.18M,  P/E 5.38, Book value: RM3.86, ROE 14%, Dividend yield 3.28%

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

Labels: KHIND
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[转贴]阿笔谈股系列40-浅谈AnnJoo (安袷)- 中国刺激经济计划

Author: ahbi   |  Publish date: Wed, 25 Nov 2020, 4:17 PM


This article first appeared in Investips.my Blog on Nov 25, 2020.

 

AnnJoo主要生产钢铁(billets, bars to wire rods).

 

Anti-dumping duties on imports of rebar originating in Singapore and turkey for a period of 5 years from 22/1/2020 to 21/1/2025.

 B.I.G Industries Berhad, Annual Report 2020, page 39 

催化

中国推出刺激经济计划发展基础建设。

https://www.scmp.com/economy/china-economy/article/3064646/coronavirus-will-china-opt-massive-infrastructure-spending

https://www.spglobal.com/platts/en/market-insights/latest-news/metals/052020-china-fast-tracks-infrastructure-investment-to-support-steel-demand

https://www.financialexpress.com/industry/global-steel-prices-moving-up-price-push-coming-from-china/2031057/

 

12th Malaysia Plan (12MP)预计在2021年初公布,希望大型计划如Bandar Malaysia, KL-Singapore High Speed Rail(HSR), Penang Transport Master Plan等有好消息。

 

风险

 

Oversupply situation in Malaysia steel industry. Total steel consumption in 2018 was only 9.77 million tonnes, compared to the total installed capacity of 24.64 million tonnes.

 

AnnJoo RM0.74/share, 市值RM414M,  P/E negative, P/B 0.35, Book value: RM2.08

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

Labels: ANNJOO
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[转贴]阿笔谈股系列39-浅谈Thong Guan (2)- 产品需求

Author: ahbi   |  Publish date: Tue, 11 Aug 2020, 10:32 AM


This article first appeared in Investips.my Blog on Aug 11, 2020.

 

阿笔之前曾分享Thong Guan于15/2/2020.

http://investips.my/2020/02/15/%e9%98%bf%e7%ac%94%e8%b0%88%e8%82%a1%e7%b3%bb%e5%88%9732-%e6%b5%85%e8%b0%88thong-guan-plastic-resin%e7%9a%84%e4%bb%b7%e9%92%b1/

 

Thong Guan近期会投资两条生产线设备价值RM30M.

一条生产线是生产拉伸膜(stretch film)用于wrapping pallets;而另外一条生产线是blown film production line出产laminated film供应本地市场。

 

因covid-19的关系:

  1. 在欧洲,越来越多人在超市买东西,在家用餐,这使到stretch film 需求增长(用于wrapping pallets of food & beverage goods heading to Europe)
  2. 国内市场,laminated packaging需求也有所增加( wrapping for food & beverage)
  3. 网购增加也提升了courier bags的需求

Sunway Real Estate Investor Trust, Q4 2020, page 30

 

https://www.thestar.com.my/business/business-news/2020/07/06/thong-guan-expects-over-rm1bil-revenue-for-fy20#:~:text=GEORGE%20TOWN%3A%20Thong%20Guan%20Industries,production%20lines%20to%20increase%20revenue.&text=%E2%80%9COne%20of%20the%20lines%20is,film%20used%20for%20wrapping%20pallets.

https://www.theedgemarkets.com/article/plastics-firms-stretching-growth

 

TGUAN RM4.73/share, 市值RM883M,  P/E 14, P/B 1.46, ROE 11.02%

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

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[转贴]阿笔谈股系列38-浅谈PIE (2)- 新客户新希望

Author: ahbi   |  Publish date: Thu, 6 Aug 2020, 11:35 AM


This article first appeared in Investips.my Blog on Aug 6, 2020.

 

阿笔之前曾分享PIE于21/5/2019.

http://investips.my/2019/05/21/%e9%98%bf%e7%ac%94%e8%b0%88%e8%82%a1%e7%b3%bb%e5%88%9727-%e6%b5%85%e8%b0%88%e5%b9%bf%e5%ae%87%e5%b7%a5%e4%b8%9a-pie-%e4%b8%ad%e7%be%8e%e8%b4%b8%e6%98%93%e6%88%98/

 

中美关系不稳定,预计未来会有一些中国生产线转向其他国家如东南亚。

https://asia.nikkei.com/Economy/Trade-war/Apple-weighs-15-30-capacity-shift-out-of-China-amid-trade-war

 

PIE巳经投入RM50M提升厂房,以便应付未来订单需求。

https://www.thestar.com.my/business/business-news/2020/04/27/pie-to-build-prototype-electronic-products-for-key-customer#:~:text=GEORGE%20TOWN%3A%20PIE%20Industrial%20Bhd,order%20(MCO)%20is%20lifted.

 

催化

中美关系不稳定,更多生产线转向东南亚

新客户增加订单

 

风险

科技产品需求减少

马币对美元汇率走强

PIE RM1.54/share, 市值RM591M,  P/E 18.2, P/B 1.32, ROE 7.23%

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

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[转贴]阿笔谈股系列38-浅谈Jaya Tiasa-Enterprise Value

Author: ahbi   |  Publish date: Thu, 9 Jul 2020, 9:18 AM


This article first appeared in Investips.my Blog on July 8, 2020.
 
油棕供需关系对棕油股表现走势影响很大.
以下是关于油棕供需的课题:
     a) 供应
-印尼B-30 Biodiesel的政策
-2019年减少使用肥料
https://www.theedgemarkets.com/article/lower-cpo-supply-growth-support-prices
 
     b) 需求
-Covid-19使到全球对棕油需求下降
(For the first time ever, world consumption of palm oil will decline this season due to the impact of the Covid-19 pandemic)
https://www.theedgemarkets.com/article/palm-oil-falls-projected-drop-consumption
 
近期,Kim Loong Resources Berhad 于19 February 2020购买了4片油棕园。收购详情如下:
https://www.thestar.com.my/business/business-news/2020/02/19/kim-loong-buys-palm-oil-estates-in-sabah-for-rm925mil
 
收购价: RM92,538,290.00
种植面积: 1069.49 hectares
地点: 沙巴
2019年Fresh Fruits Bunches产量: 29,680.39MT
所以1 hectares收购价为RM86,525/hectares, 1 hectares产量为27.75MT/hectares.
 
Jaya Tiasa RM0.515/share, 种植面积: 69,589 hectares, 2019年Fresh Fruits Bunches产量: 1,095,575 MT, 15.74MT/hectares, average palm oil tree: 9 years, Enterprise value/hectares: RM18, 788/hectares
 
注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。
免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢
 
 
28/8/2020: 阿笔个人不再持有该公司股份.
Labels: JTIASA
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[转贴]阿笔谈股系列37-浅谈Salutica-Work From Home

Author: ahbi   |  Publish date: Mon, 1 Jun 2020, 3:03 PM


This article first appeared in Investips.my Blog on June 1, 2020.

Salutica有生产bluetooth headsets(蓝牙耳机) 和computer mouse滑鼠.
因covid-19病毒传播,很多人都开始在家工作,这将刺激headsets的需求.

风险
Cordless Bluetooth headset (co-development project with The European design house)

催化剂
Logitech 和 Plantronics earning call

Salutica RM0.525/share, 市值RM203M, P/E negative, P/B 1.41
注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。
免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

4/8/2020: 阿笔个人不再持有该公司股份.

Labels: SALUTE
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