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[转贴] 【盈利决定未来】- 10家盈利+EPS突破历史的牛股,2015年平均上涨140.78%! - Harryt30

Tan KW
Publish date: Sun, 25 Oct 2015, 10:10 PM
Tan KW
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Sunday, October 25, 2015 

 
投资股票可以很简单也可以很复杂,但是巴菲特说过投资股票越简单越好。因此马来西亚冷眼大师以及官有缘都提倡盈利成长的潜质股,所以笔者也是其中一位跟随者。今天笔者列出了10家盈利突破了新高的公司,他们的股价涨幅又是如何呢?看看就知道了。
 首先,以上10家的公司大部分跟美金有关连,也是因为美金走高让这些出口股如鱼得水,股价屡创新高。
 看看上述的公司,其中8家会在11月公布业绩。SUPERLN在9月尾公布业 绩,yoy 的EPS进步了244%,而Topglove在10月14日公布的EPS则yoy进步了125%。而这两家公司算算在业绩公布后都突破了历史新高。 SUPERLN在1个月内上涨30%,而TOPGLOVE在2个星期上涨了15%。这就是盈利决定公司股价的典型例子。
会看这些公司在2015年2个季度的业绩,除了FLBHD第一个季度因为美国港口罢工事件而影响盈利外。其他9家公司清一色2015的2个季度盈利上涨,而TOPGLOV以及SUPERLN更是为此了连续3个季度进步。

以上的公司大部分是家私,木材,Plastic领域的热门股。之前马币一度走强,很多 人担心美金股会过热。但是马币兑换美金的汇率在Q2是3.66左右,现在Q3的平均汇率大约是4.05,足足比上个季度上涨了10%左右。因此Q3的业绩 盈利还是会有看头的,以后的业绩我就不敢多做揣测了。

10家公司里唯一PE低于11的只有FLBHD, 星期五也突破了历史新高。只要最新的盈利继续走高, 这家高股息的木材股是很有潜质的。

而EVERGREEN之前从亏转盈, 所以爆发力十足。假设最新盈利继续走高, 年底前或许有望走高到RM2.44.完成一年300%涨幅的壮举。

HEVEA 不看不知道, 4分1分拆后, 股价就从0.945走高到1.32。3个月多时间上涨了39.7%, 加上0.5仙的股息就超越40%了。去年Q3的EPS 是5.85, 这次要达到YOY 100%进步应该是很有希望的。

SLP不看不知道, 一看下私人。静悄悄从59仙涨到现在的RM1.71。相信最新业绩会继续进步, 或许股价又有机会突破历史新高。

MITRA 是唯一一家建筑股, 在Q2已经突破了业绩盈利新高。而且Q3和Q4才是MITRA的传统旺季, 想必接下来的两个季度会很有看头。MITRA 现在股价RM1.25, 也就是分红分股前的1.88。只要股价上涨到1.35又是新的历史新高了。
以上纯属分享,买卖自负。

魔法师Harryt30
21.15p.m.
2015.10.25

http://harryteo.blogspot.my/2015/10/1161-10eps201514078.html

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Probability

For those who cant read chinese:

Investing in stocks can be very simple or very complex, but Buffett said that investing in stocks is as simple as possible. Malaysia cool masters and officers destined to promote earnings growth potential of stocks, which the author is a follower. Today, I listed 10 profit broke a new high of companies, what is their share price increase? See knew.

First of all, more than 10 companies most connected with dollars, but also because dollars higher to these exporters at home, stock prices hitting new highs.


Look at these companies, 8 of which results will be released in November. SUPERLN report results at the end of September, YOY EPS by 244% and Topglove EPS YOY by 125% released on October 14. Calculate the two companies broke an all-time high after the announcement. SUPERLN up 30% in 1 month and TOPGLOVE up 15% in 2 weeks. This is the typical example of profit-making decisions for the company's share price.

Will look at the performance of the company in 2015, 2 quarter, apart from FLBHD the first quarter because of United States ports strike outside the incident will not affect earnings. Other 9 companies invariably 2015 2 rise in quarterly profits, and TOPGLOV as well as SUPERLN is for 3 consecutive quarterly advance.

Most of the above furniture, wood, Plastic hot stock in the field. Stronger ringgit once before, many people worry that the dollar unit will overheat. But currency exchange rate in Q2 was about 3.66 dollars, now the Q3 average exchange rate of 4.05, up about 10% than last quarter. Q3 earnings performance was interesting, after the performance I do not dare to do more speculation.

Only one in 10 companies only FLBHD PE of less than 11, also broke a record on Friday. As long as the latest earnings continue to rise, the wood with high dividend stocks are very promising.

EVERGREEN from the deficit before turning it so explosive. Assume that the latest profit continued to rise, before the end of may are expected to rise to RM2.44. completion of year 300% rose feat.

HEVEA is not I don't know, after a 4-1 split, from 0.945 shares rose to 1.32. Time up 39.7% 3 months, plus 0.5 cent dividend beyond 40%. Q3 EPS of last year was 5.85 to reach YOY 100% progress is promising.

SLP does not see do not know, look at private. RM1.71 silently rose from 59 cents to the present. Performance will continue to believe the latest progress, maybe share prices broke record highs.

MITRA is the only company building Unit has breakthrough performance in Q2 profits high. MITRA and Q3 and Q4 is the traditional peak season, surely the next two quarters will be very interesting. MITRA now shares the RM1.25, which is 1.88 before dividend shares. As long as the share price rose to 1.35 and new record highs.
Above a share, trading risk.

2015-10-25 22:47

shlyw

SHH(7412)

2015-10-26 10:44

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