Collection on KLSE.8K article

Megan 的全年业绩出炉了

value_investor
Publish date: Thu, 24 May 2012, 09:34 AM
Collection of KLSE.8k articles from a famous chinese forum in Malaysia.

He was a very dedicated investment guru who contributed his knowledge to the public.

I plan to share those old articles from my local archive to this community and hope everyone can enjoy and benefit from it.

More References: a post from another i3 member - http://klse.i3investor.com/blogs/kianweiaritcles/11579.jsp

Published Date: 2005-06-29 

Megan 的全年业绩出炉了。

它的EPS是0.32令吉。
(注:EPS = 净利 / 票数 = 66.167 / 205.576 = 0.32)

它的NTA 是 2.05令吉。

所以,最新的ROE就是  0.16
(注:ROE = EPS / NTA = 0.32 / 2.05 = 0.16)

现在Megan的股价只是区区的1.02令吉,所以目前它的本益比就是3.2倍。
(注:PE = PRICE / EPS = 1.02 / 0.32 = 3.2)

它的全年DIVIDEND 是0.04令吉。
所以,DY 就是 3.9%
(注:DY = DIVIDEND / PRICE = 0.04 / 1.02 = 0.039)


再看看过去五年的ROE:
2005 = 0.16
2004 = 0.21
2003 = 0.17
2002 = 0.18
2001 = 0.17

所以,过去五年的平均ROE就是0.18

我对Megan的看法:

1.        偏高的ROE反映了管理层的能力(为小股东赚钱的能力)
2.        超低的PE就表示它的股价是超便宜。
3.        2.05令吉的NTA足够它将来再派发红股(可以一对一)。
4.        3.9%的DY比银行的定存利率还来的高。


我问女儿一个问题:

有什么生意可以让我们投资102千,每年净赚32千?
答案:以1.02的价钱买进100000股的Megan就可以了。

就是这个原因,女儿选Megan为投资主力。

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