荷兰客栈
Choobee Q3’16成绩单
随着Choobee Q3’16差强人意的业绩出炉后，其股价从约RM1.80跌至RM1.64。业绩不理想当儿，又恰逢技术派高手减码的建议，卖盘就好像要钱不要货似的抛出来，我在1.60-1.63的水军很快的就全军覆没了。
其实，Choobee的业绩并不算太糟糕，至少比去年同期来得好，只是市场需求疲弱而导致营业额减少了约25%左右，吓坏了不少的投资者。
我个人认为，情况看起来虽然不乐观，但却不会比去年的情况更糟糕。去年是产品有需求，价格疲弱；现在是产品需求疲弱，价格稳定(向上)。相对而言，现在的局面理应会比去年好，再加上Mega倒闭后，Choobee能够从海外买入物廉价美的HRC是长期的利好，只需等待需求回温，这些利好自然就会慢慢的浮现了。
从资产表中可以看出管理层已为需求减少而做出了相应的调整来降低市场风险，库存与回收款项都随着需求量而减少，净现金达到RM120mil或每股约RM1.11的历史高水平。我个人是很喜欢酱子的管理方式，也惊叹它流动资产的调整速度，在短短的时间就把约3份之一的流动资产换成了现金，几乎没有烂账与库存呆滞的问题。(注: 烂账与库存呆滞是经济衰退时大多数公司都面对的问题，也是导致资金周转不灵的主要原因之一)。 因此，我建议逢跌加码，趁市场先生不看好它的当儿，帮助需要套现的朋友脱离choobee战场。
当然，若有像我一样买入的朋友，那我们约定在荷兰高级酒店见了哟。
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Bruce88
Game over ?
2016-12-04 13:57