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[转贴] 【QL上市18年,股价上涨超过75倍】 - Harryt30

Tan KW
Publish date: Mon, 30 Apr 2018, 05:33 PM
Tan KW
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【QL上市18年,股价上涨超过75倍】

昨天在【估你唔到】分享会Q&A环节,一位UNCLE问:

UNCLE : QL可以卖吗?
Harry回答:PE已经40,估值是比较高了,您是什么时候买的?
UNCLE : IPO买到现在,之前卖掉一半了。
Harry 囧着脸回答 : Uncle,你可以留给你孙子了,现在是传奇,以后会是神话,因为上市至今涨了几十倍。

#话说笔者也很想买这种股给自己的儿子但就是没有这种耐心啊

今天就上网找了数据,根据QL的report显示,截至2017年3月份,QL的股价上涨了51.3%,当时侯的股价是RM4.56左右。

截至2018年4月30日的今天,QL在2017年10送3红股,现在的股价RM5.14,过去13个月大约上涨了46%++。所以不包括Dividend的话,QL的股价从2000年上市至今,股价大约上涨了75倍。假设包括股息的话,算出来的Return会更家惊人。

理论上,笔者觉得几年后,QL的市值突破RM100亿并非难事。QL在2000年上市的时候,市值只有RM100 mil,现在已经成长到RM8.339 mil,也是另外一个股市传奇。

**图2是QL在2003 - 2018年Q3的Net Profit,上市至今盈利没有停止增长过。不过近年由于规模变大,所以成长速度放慢。不过未来3 - 5年在Family Mart的加持下,QL很大机会成为下一家百亿俱乐部的会员。

Harryt30

 

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1 person likes this. Showing 9 of 9 comments

Flintstones

Haha. Horse behind cannon. You didnt buy any, did you?

2018-04-30 17:43

bluebiznet

Horse behind cannon exactly. Most followers of this harry are either newbies, or totally no idea what stock market is.. On facebook

2018-04-30 18:12

bluebiznet

I went to his live once. If you were, You will vomit blood for sure...the live session is full of Eh eh eh ah ah ah.....eh... Ah... Eh... Ah eh ah....A simple, sweet and short topic which required maybe 10 min or so can drag until 45min to one hour... LOL harry魔法教室 if not mistaken

2018-04-30 18:14

kenlee

This Harry only a good salesman to market his class only but come to stock investment, like a newbie. You see his reason to invest in comfort... Pe need to follow toglove pe... Wtf

2018-04-30 18:16

Flintstones

He is another cp teh la. Newbie but act like a seasoned pro. This is a no no to me

2018-04-30 18:20

CharlesT

He is a newbie in stock mkt but also a very successful salesman for his seminar n course...

Cpteh? Cant even draw 5 participants into his cohort

2018-04-30 18:44

bluebiznet

Yes, he is good sales man for his seminar, but when it comes to investing.... Newbie一个 LOL

2018-04-30 19:24

Ricky Yeo

现在是传奇,以后会是神话 - what kind of logic is this? What does a company that has increased it's share price by 75x in the past has anything to do with how well it will perform in the future? True, past track record is an indicator of the quality of the business, but far from saying you should hold it forever because it will always be good.

Take a look at the business. Cash flow from operation at $300 mil p.a for an EV of $9 bil. ROIC has dwindle from 13% 10 years ago to just below 10%. Uncle, before you ask, make sure you ask someone who can explain in logic.

2018-05-01 11:21

Flintstones

Nice la Ricky Yeo. I think hairy teo is creating the illusion that everybody including the newbies can find the next 75x bagger stock. Imagine a newbie reading this post, he/she would also think hairy teo could help them identify the next 100x bagger.

2018-05-01 11:22

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