koko888
KRONO收购联号公司80%股权，未来盈利看俏
有一位股友问KRONO这支股怎么看，刚好它也在我的观察名单中，就发表一些浅见。
公司于15/12/14上市，新股售价RM0.29，Krono是在大马上市的新加坡公司，是提供區域企業數據管理（EDM）公司，主要帮助企业管理数据， 避免遗失数据的风险。这包括为企业保证和业务连续性提供数据备份（B ackup）、储存（Storage） 、修復（Recovery） 和回復（Restoration）服务。
该公司的客户包括新加坡的Satrhub、大马的大眾银行、泰国的PTT Exploration以及Production 公共公司、菲律宾的长程电讯公司及印尼的Pertamina企业。公司半年营业额=28.92m，去年半年营业额=20.85，税后盈利=3.07m或=每股盈利1.30分，去年亏2.02m，Krono净现金达16.54m或=每股7仙，相信今年全年税后盈利达6m或=每股盈利2.5分，市场都会给创业板的p/e比较高，以12倍p/e来算，合理价=RM0.30，还有一个对公司有利好的收购建议，那是：Krono建议，从Quantum Storage印度有限公司（QSIL）手上，收购Quantum Storage印度私人有限公司（QSI）其余80%的股份。
Krono亚洲出价2600万令吉收购股份，当中有1520万令吉是现金，余款则以发行5564万股的新股来支付。
QSI是一家投资控股公司，同时也为企业提供基础设施技术服务，比如数据保护和软硬体解决方案。
Krono亚洲已和QSIL签署买卖协议。Krono亚洲将把购得的股票，转移至独资子公司Quantum Storage南亚私人有限公司（QSSA）。
扩展企业数据管理
截至今日，QSSA手上拥有QSI缴足资本的20%，卖卖协议结束后，QSI将成为QSSA的独资子公司。
Krono亚洲指出：“我们发现印度的企业数据管理（EDM）领域有成长的空间，而这项收购正好为公司在印度的EDM领域扩展铺路。如无意外，收购将在第四季度完成。”收购完成后，明年QSI的盈利全部属于Krono了，目前半年QSI的20%股权盈利=0.382m，x2全年盈利=0.760m，收购完成后，如果盈利还能保持的话，100%股权，每年QSI的盈利可贡献3.8m，不包括QSI的盈利，原本的税后盈利还能保持5.4m，再加上QSI全年3.8m盈利，那明年大概可有9m的税后盈利，或=每股盈利3.07分，（用293.000股票数额来算，因为以发行5564万新股来支付），以12倍p/e来算，明年的合理价RM0.37。
注：不保证盈利的预测会是准确无误，可能公司盈利会比预测的更少或更多。
（只供参考，若有买卖，盈亏自负）
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Discussions
5 people like this. Showing 12 of 12 comments
....profit guarantee only us 1 millions, or in rm 4 millions, how come your calculations suddenly became 9 millions???
2016-09-06 17:53
I noticed 1 thing in this forum.... Always has miracle calculation happened in here... = =
2016-09-06 17:55
Davidkkw79,
Pls find second last paragraph, it is well and clearly self explained.
2016-09-06 18:18
That one supposed is new company + existing company = total profit... But how to guarantee old or new company wouldn't be sudden deteriorating ?
2016-09-06 18:51
Don't buy, David. All companies never guarantee profits. Why do you need to invest as there is always risk?
2016-09-06 19:57
I can see you kacau here and kacau there! You got a mental problem.
2016-09-06 20:00
Different industry sure with different risks. Compared to others industry such as food & beverage, manufacturing etc.. Of course they are low risk. . I would just like to highlighten the uncertainty of data industry. Rather than just only one side combination bias to the company which u bought.
2016-09-06 20:02
Maybe u just like people to follow whatever u said. Just like comment like; up up up up up! ?
2016-09-06 20:09
Every investor should do their own homework. Don't need to disturb others. If you have no shares in Krono, better don't comment anything. Just be an observer. Seen like you have no share in Krono.
2016-09-06 20:28
I have invested it more than 1.5 years. Just observe Krono downed before and it is up now.
2016-09-06 20:30
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万分感谢 koko888 .
2016-09-06 17:45