moneySIFU, why need to compare with Huayang, Tambun and KSL? These 3 are developers but SGB are more like a contractor, they sign MCA with the owners/developers.
SGB is a highly speculative counter, people are looking at how many more new projects will be coming in, see the following last paragraph in their answer to Bursa UMA query:
"Further, the Company is in the midst of bidding and pursuing more projects and works and are in talks with various parties including governmental authorities. Some of these are in advanced stage of discussions."
I think everyone shld know that stock investment is a high risk investment n do not expect any fair game ..... so, instead of blaming others they shld keep on learning n upgrade their knowledge n skills ..... otherwise they can just forget about trading stocks ..... pls don't attack me coz i m also keep on learning .....
Do not let our emotion overtaken our logical thinking ..... u r right about the manipulation, take it as a good lesson ...... u will earn back in future .....
Fortune favours the brave. Those early birds who converted their PA, 1.622m newly converted shares, all cashed in their profits. Let's see how many more are as lucky.
Those brave today went in at 67 sen...yesterday also some brave went in at 69 sen...today all crying...cutting losses and staying sidelined. Fortune favors the smart not brave.
To say the WA was free is not accurately true. Because they would not have given you the WA if you dont buy the PA, they come together as a package. Cant really say the PA cost you 6 cents and the WA was free.
For the purpose of gaining control, it is better to buy PA. Because you are in better and more flexible position. You can choose to convert anytime by 10PA or 1PA+54 cents, meaning to say you can decide how many mother shares you want, for controlling purpose.
yes, please mind to calculate how much you need to spend to take over the company via purchase of PA and warrant? based on current price, u need RM31m to buy all PA and RM7m plus conversion cost? worth ?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
erkongseng
3,192 posts
Posted by erkongseng > 2016-05-03 18:49 | Report Abuse
7165 sgb 0.655 buy in-
--公司于31-12-2015 有现金671万,债务为58万.
--Greenfield Hills 在 5-4-2016 以每股42仙的价格,
购入SGB的3230万股或30.91%股权,晋升为后者的大股东。Greenfield Hills持有陶瓷品生产商Spring Gallery有限公司
(SGB,7165,消费产品组)的30.91%股权。丽鸿董事经理叶志鸿也是Spring Gallery的大股东,
通过投资工具Innofarm私人有限公司,间接持有7.34%股权。
Greenfield Hills私人有限公司并持有丽鸿LAYHONG 6.3%的股份.
--9-7-2015 SGB獲得JV Muhibbah私人有限公司價值約7500萬令吉承包合約,
在登家樓甘馬挽(Kemaman)執行Southern City 1B階段發展。
--SGB在29-4-2016宣布,与卖方签署暂定协议(HOA),以350万令吉收购Klasik Ikhtiar私人有限公司(KISB)的80%股权,
兴建可负担房屋,发展总值超过1亿4400万令吉。
--18-4-2016該公司獨資子公司Profit Sunland有限公司受委為柔佛一項綜合產業發展計劃的主理承包商,合約價值為1億7千600萬令吉。
--65.5sen是进的过,因为SGB公司WA期長5年,轉換價為60仙,轉換比例1:1。
SGB公司PA則期長10年,轉換價同樣為60仙,但轉換比例為10:1。
--股價:66.5sen
總股本:1億零450萬股
最新季度營業額:1千零42萬5千令吉
最新季度盈虧:淨利81萬9千令吉,累计净利109万(兩个季度)
每股淨資產:35.33仙
本益比:-
週息率:-
网友paperplane 分析
--TOTAL GDV=75+147+144=366mil. assume 7% profit margin=RM25.6mil
公司股数为104.50m ,
rm25.6m/104.5m=24.4 sen(未来潜在净利)
个人估算--
公司股数为104.50m ,
rm25.6m/104.5m=24.4 sen(未来潜在净利)
24.4/3=8sen(每年净利),pe=10 倍,股价=80sen