Highlights

野狼天地

Author: guazing   |   Latest post: Fri, 27 Nov 2020, 12:55 PM

 

隐藏的盈利,隐藏的投资高手!

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瓜子不想谈论普通投资者可以轻易获得的公司基本业务基本面,这次是要挖掘一些普通投资不大会注意的隐藏盈利!对象是一间以怡宝为基地的化学公司喜兹泽。它的eps 不是很特出,业务也并不特别,只是今年是covid 19 影响大的年份,刚好它的一大业务是乙醇ethanol,所以今年乙醇供不应求!但这不是这篇文章主题!

 

如果我们查看公司账目,会发觉它近乎完全没有债务!现金很多,而且并不符合每年的EPS。它派息稳定,派很多,有几年甚至派超过盈利!甚至亏钱都正常派息!奇怪,钱从何而来?这不是做假账,假账赚很多,没有钱派;它赚少,很多钱派!

 

 






经过挖掘研究,终于找出原因,原来管理层对美科技股做投资,多年来都还蛮顺利,尤其今年所投资的几个股项都腾空飞跃,所积累的资本增值非常可观!隐藏的高手啊!8月的季度业绩报告里9700万现金,NTA 1.21,近期几个股项又暴涨,可想而知,11月季度报告应该是可以期待的。

 

10年(20112020年)里的EPS 共是45.5仙,但是它10 年里派发的股息是50.5仙(2020年股息7.5仙还未派发,必须通过11月的股东大会才派发),这说明了马股里的确有个股项可以派发超过100%盈利的!而2011年的NTA1.04,至2020年是NTA1.21(未扣除7.5仙),它派发超过100% 盈利的股息后,NTA 竟然还是增长的!

 

 

 





至于它交易的美科技股从2019年7月公布的文告中提及!本篇文章谨供研究和参考,并无任何交易建议!看官如果涉及交易,请盈亏自己负责!

 

野狼瓜子

 

 

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Labels: HEXZA

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Chart Stock Name Last Change Volume 
HEXZA 1.21 0.00 (0.00%)

  10 people like this.
 
VenFx Like 1st
14/10/2020 3:11 PM
paperplane Great
14/10/2020 3:19 PM
guazing 谢谢,你们是我写文章的动力!
14/10/2020 3:44 PM
ivanlau good article, thanks.
15/10/2020 9:24 AM
okh4710 怎样知道将有股息?
15/10/2020 2:49 PM
guazing 季报里。
15/10/2020 3:50 PM
benlim similar to Fintec, main income for stock investment. DO you have investment portfolio information for Jun 2020? Why investment asset drop to 97m?
16/10/2020 11:45 AM
guazing 买卖交易,有时股票多,有时现金多。我没有最新资料,如果你有的话请分享。
16/10/2020 5:07 PM
AtomicHabits benlim, Fintec is a con company, hold shares in Focus Dynamic, and others penny sharws co..

https://www.theedgemarkets.com/article/special-report-hidden-hands-behind-penny-stock-surge
16/10/2020 11:54 PM
freddiehero Huhu.. investment only. can also pay commission per year of u total invest. company no said earn big or small. humans think than tat...
17/10/2020 12:18 AM


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