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[转帖] protasco（净现金，高股息，本益比合理，未来成长可期）
现价：RM1.39
目标价：RM3.00
信心指数：50%
投资期限：4年
投资原因：
1）拥有100acre在加影地段
11年前，公司账面记载这片土地估值1亿，相等于RM26/
*最近huayang以RM250/sq ft买入距离prostasco地段7km左右
2）公司private placement 筹资0.3亿，并以1.7亿买入一家印尼油气公司，进军oil &gas sector
管理层更放眼未来4年，净利翻倍（也不排除往后分拆上市）
预计明年初，完成收购
3）目前公司现金1.3亿，银行贷款：0.4亿
net cash company
4）这五年来，公司dividend payout ratio>60%或更高
以目前的价格买入，dividend yield >6%
5)公司计划开发位于加影100acre地段
GDV：66亿左右
estimate construction period：10～15年
6）拥有政府订单，维修道路和工程业务，大约17亿剩余订单在手
合约至少2～6年才到期
7）冷眼30大股东之一
共勉之
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
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....
sense maker
Although the acquisition of Indonesian O&G is backstopped by a profit guarantee, the sharheolders of Protasco really must pray for there being nothing untoward in the Indonesian operation in these first few years. I give this company 80 points out of 100 at the current market price.
2013-11-08 21:47