linjie56

linjie56 | Joined since 2012-02-28

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2014-02-15 15:10 | Report Abuse

二零一四年二月十三日 晚上八时十五分
(吉隆坡13日讯)在过去,低调的格利淡控股有限公司(KRETAM,1996 ,贸易服务组)可能已经被许多遗留问题困扰着,部分原因是由于它的企业高度多样化所致,其业务计有证券经纪及产业一直到制造和种植。

但经过1997年亚洲金融危机的负面影响后,该公司在过去的几年来已经采取谨慎的策略来简化其各种业务。

自该公司变卖其许多的非核心业务,包括证券经纪行单位---Innosabah证券行有限公司,以及去年的大华银行后,该公司现能全面专注于自己的核心业务,主要是在山打根,拿笃及斗湖的油棕种植园丘。

该公司董事王南基(译音)称,格利淡重新定位后已成为一个纯粹的种植园丘业者,它在过去数年来已肯定朝正确方向前迈向一大步。

他续称:“我们现在已经慢慢走出茧,并成功带领格利淡成为一个完整的棕油业者。”

该集团目前拥有2万3000公顷的土地储备,其中2万公顷种植了平均拥有12年的黄金树龄。

王氏称,基于目前每亩类似的种植面积成交价为3万令吉,加上该公司的三间棕油厂,一间炼油厂与一间生物柴油厂和一个化肥厂在内,估计该公司目前的资产价值将超过23亿令吉。

在当前发行的股票数量带动下,格利淡的资产平均每股被盯住在90仙。

2014年对格利淡是一个令人振奋的一年,特别是当许多市场分析人士预测,原棕油(CPO)价格今年会有改善,每公吨会介于2600令吉与2900令吉之间。

据他称:“事实上,我们认为原棕油价格可能会高达至2700令吉,在来年气候因素等带动下,来自中国需求稳定,这将肯定对原棕油价是一个良好的预兆。”

此外,目前的令吉汇价偏低将有助于棕油在全球市场上与油料种子碰头时更具有竞争力。

“原棕油价格每公吨增加100令吉,预料可为公司带来大约1000万令吉至1200万令吉的净利收益。”

“这就是为什么我们预计2014年将是一个有趣的一年,并预料原棕油价格平均价会由去年的2200令吉至2300令吉,而增至今年的2700令吉。 ”

王氏称,格利淡依然一直是公司收益最大的贡献者。

因此,鉴于去年棕油行业的表现是温和的,原棕油平均售价每公吨为2200令吉至2300令吉之间,而使到格利淡的盈利能力也略有影响。

在明智的操作下,该公司的生产成本每公吨为1300令吉与1400令吉之间,这是在行业内的平均值范围内。

该公司在审慎的财务策略下,格利淡目前拥有有强劲的资产负债表,以及持有3000万令吉的现金储备和几乎为零的负债。

王氏指称:“我们拥有庞大的现金与几乎没有负债,而为我们带来更多的空间,从而推行了若干的企业活动,今年公司的目的是扩大该集团的种植园丘,改善公司的股价流动量,以便进一步回馈股东。”

在新的收购地库一事上,他称,该公司将以“合适的价格”寻找合适的种植土地的来作为扩张。【光华日报财经】

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2014-02-13 14:44 | Report Abuse

slts is here push up the price

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2014-02-06 15:58 | Report Abuse

hahaha, slt become hardcore inari 1.3 fans club

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2014-01-21 20:50 | Report Abuse

this round maybe blue, yellow, red or green deal ...

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2013-12-27 16:13 | Report Abuse

hold strong, see you at RM2.50

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2013-12-17 18:13 | Report Abuse

potenza10, it doesn't matter T+3 or not, as long as you're holding inari mother share by now, you'll entitled dividend

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2013-12-16 15:49 | Report Abuse

they might be another new high create by US tapering delay, inari will fly if this coming wednesday never announce + dividend EX around the corner it'll hit 1.7 anytime

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2013-12-16 14:34 | Report Abuse

last friday announcement, major share holder convert their warrant to mother share

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2013-12-12 16:58 | Report Abuse

slts miss the boat again, lol

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2013-12-11 14:59 | Report Abuse

Our waiting is worth it, inari is really a germ, strong fundamental, strong grow company and dividend protected ... nothing to worry about

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2013-12-11 11:17 | Report Abuse

so many block, sure sooner or later will fly again, lol

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2013-11-29 14:58 | Report Abuse

or they start distributing

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2013-11-29 14:53 | Report Abuse

someone keep push down the price

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2013-11-29 10:59 | Report Abuse

some transaction in off market at price 1.27

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2013-11-27 17:01 | Report Abuse

LOL, when they spread rumors, I buy more

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2013-11-27 16:58 | Report Abuse

and rumors chong ?????????

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2013-11-27 16:58 | Report Abuse

WHERE'S SLTS !!!!???????????

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2013-11-27 09:32 | Report Abuse

cos no exciting news to bring up the price in near future, that's why ppl throw

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2013-11-27 09:23 | Report Abuse

it should have support at 1.40

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2013-11-26 11:22 | Report Abuse

2 sour cow is here

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2013-11-26 11:01 | Report Abuse

since u already made ur 260k why u bother come here keep kepo and jealous

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2013-11-26 10:59 | Report Abuse

very anonying see this kind of comment --
slts better run
today close red red...
26/11/2013 10:38

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2013-11-26 09:33 | Report Abuse

The Board expects the IT unit to perform satisfactorily with the combine revenue and profits of Amertron Inc. (Global) Limited upon the completion of the acquisition of Amertron Inc. (Global) Limited by its associate company, Inari Amertron Berhad in the preceding financial year ended 30 June 2013. Inari Amertron Berhad remains optimistic in maintaining their profitable performance in light of their business in the EMS industry that continues to be in high growth.

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2013-11-26 08:42 | Report Abuse

simple calculation, 4.4 eps per quarter will bring our target price RM1.80 PE only 10.x, still low compare to gtronic, don't listen to those rumors again, still lots of room to go ~~~~

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2013-11-25 22:24 | Report Abuse

haha, rumors chong is back

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2013-11-25 21:42 | Report Abuse

I posted earlier, more details info

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2013-11-25 21:41 | Report Abuse

Ali Baba look at this insas result is out :

The IT unit’s associate company, Inari Amertron Berhad group (“Inari Amertron”) reported higher profits in the current quarter as compared to the preceding year’s corresponding quarter due to higher trading volume from the Group’s existing business and also the inclusion of results contributed from the Group’s newly acquired subsidiary company, ie Amertron Inc. (Global) Limited in the current quarter. The IT unit’s equity accounting for Inari’s after-tax profits is RM7.1 million for the current quarter (Q1/2013 : RM2.4 million).

If insas hold 35% of inari meaning inari 100% qtr result will be net profit 20.2 million after tax which give you 4.4 cent EPS -- meaning to say our PE = 1.49 / (0.044 x 4) = 8.4 PE !!!!!!
25/11/2013 19:51

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2013-11-25 20:23 | Report Abuse

alex chan, news not yet out.....

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2013-11-25 20:18 | Report Abuse

chengyee, take total share / net profit

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2013-11-25 20:06 | Report Abuse

rose jump, jack jump

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2013-11-25 19:59 | Report Abuse

big jump tomorrow ??!!

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2013-11-25 19:57 | Report Abuse

20.2 mil compare to 13.6 mil 50% jump

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2013-11-25 19:52 | Report Abuse

look at insas latest QTR result !!!!

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2013-11-25 19:51 | Report Abuse

look at this insas result is out :

The IT unit’s associate company, Inari Amertron Berhad group (“Inari Amertron”) reported higher profits in the current quarter as compared to the preceding year’s corresponding quarter due to higher trading volume from the Group’s existing business and also the inclusion of results contributed from the Group’s newly acquired subsidiary company, ie Amertron Inc. (Global) Limited in the current quarter. The IT unit’s equity accounting for Inari’s after-tax profits is RM7.1 million for the current quarter (Q1/2013 : RM2.4 million).

If insas hold 35% of inari meaning inari 100% qtr result will be net profit 20.2 million after tax which give you 4.4 cent EPS -- meaning to say our PE = 1.49 / (0.044 x 4) = 8.4 PE !!!!!!

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2013-11-25 19:45 | Report Abuse

woohoo...
I got latest result

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2013-11-25 19:40 | Report Abuse

insas holding how many % of inari ? anyone can tell me ?

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2013-11-25 16:30 | Report Abuse

dun worry, if they really want push, piece of cake

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2013-11-22 19:10 | Report Abuse

haha, still hold tight tight

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2013-11-22 16:07 | Report Abuse

ya, if warrant undervalue just convert to mother lor

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2013-11-22 15:40 | Report Abuse

provided volumn come in

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2013-11-22 15:25 | Report Abuse

now all the rumors gone again

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2013-11-22 15:23 | Report Abuse

break ~~~~~~~~~

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2013-11-22 15:13 | Report Abuse

volumn come in