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14 comment(s). Last comment by Ven Felix 2016-01-01 00:11
Ven Felix
2,182 posts
Posted by Ven Felix > 2015-12-28 21:32 | Report Abuse
KOKO888 的 11月份 2015 星之股 平均买入价 @$0.55 根据THE EDGE报导,HALEX获联土局青年合作社(KMBFMB) 颁发价值184m令吉采购及包装8万吨白米合约,它也发现,该公司新收购70%股权的子公司SL AKTIF也获取同类型的5万吨白米合约,公司有新收入来源,每年共可购入11.5万吨的白米,为期2年及可延长1年。公司执行副主席表业,合约将会对公司明年的盈利带来显著贡献,可从每吨白米获得200令吉或8%利润。因此,11.5万吨白米则一年的毛利可达23m令吉。 但是我认为管理层的计算 比较乐观,我以保守估计,以每吨白米获得92令吉或4%净利润来算,11.5万吨x92令吉=每年可赚10.6m除去股票数额106000=每股盈利10分,再加上原本业务赚每股盈利2分=每股盈利12分x12本益比=合理价RM1.44。 但是公司有建议发售附加股,若附加股真实执行,请参考以下附加股后的分析。 公司也建议以1配1比例配售2梯次(Two call)的附加股,每附加股发售价为50仙,首梯的35仙将由股东支付,第2梯的15仙则由公司股票溢价和保留盈利来支付,再以5附加股送1W。 如果你是以0.60仙买入1000股HALEX,再付35仙买附加股,那你共有2000股成本共是95仙的HALEX,平均每1000股成本=47.5仙,及1000股可得免费200股W。 附加股后,HALEX股票数额增加至212000股,白米业务每年赚10.6m除股票数额212000=每股盈利5分+原本业务2分=每股盈利7分x12本益比=合理价RM0.84,不要忘记,你的成本是RM0.475,若那时母股涨到RM0.84,W应该可值RM0.40-50。 (只供参考,若有买卖,盈亏自负) 注:1个月半前买进的EG-OR,成本共是RM0.58,目前回酬达105%。 24/12/2015 21:04
Posted by Ven Felix > 2015-12-28 21:35 | Report Abuse
Good highlights BURSAMASTER . Simple fact but, never highlighted by others before.
tjhldg
27,218 posts
Posted by tjhldg > 2015-12-29 01:09 | Report Abuse
Kikikikikikiiiiiiii
fayeTan
374 posts
Posted by fayeTan > 2015-12-29 09:33 | Report Abuse
what is the catalyst that will bring Halex to greater heights?
3EMWE
105 posts
Posted by 3EMWE > 2015-12-29 10:56 | Report Abuse
bursamaster, pharmaceutical would also benefit from raw material derived from fertilizers hence a possible source of revenue for halex?
Posted by Ven Felix > 2015-12-29 12:01 | Report Abuse
Its core biz r negligible. They r on its Diversified path rite now.
Posted by Ven Felix > 2015-12-29 12:03 | Report Abuse
D rice contact can sustain their income at apprx. $10mil per year. Not taking into a/c from their newly acquired Kensington development. Yet.
Posted by 3EMWE > 2015-12-29 12:07 | Report Abuse
van felix, makes a lot of sense now. something is brewing...
Posted by Ven Felix > 2015-12-29 18:22 | Report Abuse
Great to hear that, now what ikan bilis like me can do is sit quietly and wait patiently :)
koonbee9
674 posts
Posted by koonbee9 > 2015-12-29 18:26 | Report Abuse
This halex so geng...i dropby say hi
Posted by Ven Felix > 2015-12-29 22:59 | Report Abuse
This koonbee9, is really love to loitering around. Anything want to share ?
Posted by koonbee9 > 2015-12-29 23:02 | Report Abuse
Ven Felix, your pick not bad
Posted by Ven Felix > 2015-12-30 20:08 | Report Abuse
Will, koonbee9, market rhythm is mildly different from few weeks before. Hopefully, it not going to damages the market sentiments.
Posted by Ven Felix > 2016-01-01 00:11 | Report Abuse
HAPPY NEW YEAR 2016 :) *^ $$$**
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Ven Felix
2,182 posts
Posted by Ven Felix > 2015-12-28 21:32 | Report Abuse
KOKO888 的 11月份 2015 星之股 平均买入价 @$0.55
根据THE EDGE报导,HALEX获联土局青年合作社(KMBFMB) 颁发价值184m令吉采购及包装8万吨白米合约,它也发现,该公司新收购70%股权的子公司SL AKTIF也获取同类型的5万吨白米合约,公司有新收入来源,每年共可购入11.5万吨的白米,为期2年及可延长1年。公司执行副主席表业,合约将会对公司明年的盈利带来显著贡献,可从每吨白米获得200令吉或8%利润。因此,11.5万吨白米则一年的毛利可达23m令吉。
但是我认为管理层的计算 比较乐观,我以保守估计,以每吨白米获得92令吉或4%净利润来算,11.5万吨x92令吉=每年可赚10.6m除去股票数额106000=每股盈利10分,再加上原本业务赚每股盈利2分=每股盈利12分x12本益比=合理价RM1.44。
但是公司有建议发售附加股,若附加股真实执行,请参考以下附加股后的分析。
公司也建议以1配1比例配售2梯次(Two call)的附加股,每附加股发售价为50仙,首梯的35仙将由股东支付,第2梯的15仙则由公司股票溢价和保留盈利来支付,再以5附加股送1W。
如果你是以0.60仙买入1000股HALEX,再付35仙买附加股,那你共有2000股成本共是95仙的HALEX,平均每1000股成本=47.5仙,及1000股可得免费200股W。
附加股后,HALEX股票数额增加至212000股,白米业务每年赚10.6m除股票数额212000=每股盈利5分+原本业务2分=每股盈利7分x12本益比=合理价RM0.84,不要忘记,你的成本是RM0.475,若那时母股涨到RM0.84,W应该可值RM0.40-50。
(只供参考,若有买卖,盈亏自负)
注:1个月半前买进的EG-OR,成本共是RM0.58,目前回酬达105%。
24/12/2015 21:04