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EG工业：冷爷收着但是不说 附新厂谍照
减持母股，增持凭单
截至10月21日的财报，冷眼的母股股份从2015年的3.1m 股减至 2m股，大砍35%。
而凭单则从1.55m增至2.5m股，大增61%。
| Name | Type | Listing Date | Maturity Date | Exercise Price | Warrant Price | Ratio | Premium | Gearing |
|---|---|---|---|---|---|---|---|---|
| EG-WC | Warrants | 11/11/2015 | 03/11/2020 | 0.50 | 0.535 | 1:1 | 0.155 (17.61%) | 1.644 |
EG-WC距离2020年还有3年才到期。
股友们都知道凭单的作用就是拿来小刀锯大树，舍弃股息（如果有的话），追求资本增值。
EG-WC杠杆率为1.6倍，简单来讲，只要母股起10%，凭单就会起16%。
该凭单的转换价为50仙，距离现在的股价80仙以上还有一段安全距离，只要不跌破50仙，就不会沦为废纸。
溢价也才17%，就是目前来讲买凭单会比买母股贵17%而已。
所以也不难理解为什么冷爷会选择风险较高的凭单，经过深入分析后。
官老爷我不看在眼里
当然，在最新的三十大股东内已经看不到官有缘或是他妻子的名字，我认为毫无关注的必要。
这两年我观察到官有缘股票有赚就自夸自己有多厉害，股票亏了就不记得，很明显他是有选择性失忆。
如今的他好像变本加厉，走火入魔，反正我剩下的时间不多了，儿子也长大了，无后顾之忧，就把这个世界玩转吧的感觉。
就像是现在的马哈迪，现在诸多的问题都是他20多年来执政遗留下来的老鼠屎，还要出来批评政府，搞到大家对他连一丝的尊敬也都没有了。
专业人士管理 破除守旧 大胆创新
自从2014年，EG工业的戴氏家族离去，新加坡大股东加入，进入改朝换代的阶段。
年约42岁的江邦建Alex Kang从执行董事提拔为总执行长。这位从低做起的干部，采取了奖励机制，勤奋的员工肯定能获得奖励，没有过去所谓的老臣子，AB派系。
“He joined EG Group since 1999 and was appointed as Group Chief Executive Officer on 18 July 2014.
He had also secured two awards from the Malaysian Investor Relations Association (MIRA) as the Best Chief Executive Officer and Best Investor Relations Professional under the Micro-cap category of “The Investor Relations Awards 2015”. The awards honour excellent performers in the field of Investor Relations by both professionals and listed entities in Malaysia.”
每次我们来到，Alex都不厌其烦的向股东报告公司的进展。
有看到机器不断地转动，员工辛勤地劳动，心里还是会比较踏实的。
相信这就是冷爷作为大户的优势吧，而他也不会在新书或讲座告诉你们我之所以酱厉害是因为我有去看厂，掌握内部资讯所以懂得比你们多，科科。
话说回来，这是EG位于吉打总公司隔壁扩建的新厂，就是专门负责Box Build等高利润订单生产线的基地。
作为电子业不进则退，潮流很快变，产品推陈出新很快。
看来Alex是说到做到，在短短一年内的时间拿合约有合约，买机器有机器。，而且还有剩余17m令吉资金来进行扩张与提升。
如果管理层是有进取心，肯拼的，那么十三倍本益比以下也不会贵。
随着令吉的贬值，中国的工资已经跟我们同等了，泰国越南的薪资也不断的飙涨，我国的制造业仍有相对性的优势。
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Discussions
4 people like this. Showing 14 of 14 comments
kakashit and VenFx. time will tell :D maybe is Holland hehehee...but I take a bet on this
2016-12-30 13:02
Big like,
Believing 1H 2017, will be the Semicon/Ems/etc sectors in play again.
2016-12-30 15:00
EG won't give dividend this 2 years so cold eyes eyes warrant to have more capital gain
2016-12-30 20:41
analisa yang bagus... tapi tak ada dividen??? mana boleh, bro....simpan kat FD pun ada bagi "interest"...lagi bagus beli saham yang ada bagi dividen....haha...
2017-01-01 08:24
EG won't give dividend because profit margin is not sustainable.....some more it is electronic products which must resilience to customer needs and market demands....
2017-01-01 08:44
Moneysifu, I believe Eg price has been beaten down in conjunction to their Rcps proposal and currently lower rate coverage by most IB.
While, I see this is a golden opportunity to buy a winner. EG is nkw a Bottoming Growth target for me. I trust Alex can rely on Jubilee'strenght to climb a higher wall in global play field.
2017-02-23 23:23
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Kakashit...shhhh..:D...
2016-12-30 12:29