Posted by duitkwspkita > Mar 13, 2015 08:27 PM | Report Abuse
Re-re-reiterated to BUY!
Posted by duitKWSPkita > Jan 8, 2015 11:31 AM | Report Abuse
Dear Fighters,
.........................reiterate to buy SUPER RING SNACK......................... ..........................STRONG BUY CALL FOR SUPERLN....................
I proudly introduce to you, the real winner of USD counter, Mr SUPERLON Holding!
More than 51% Financial Assets are in USD currency while 95% of its Financial Liabilities are in Rinngit Malaysia currency.
The target prices and resistance point will be updated in due course.
uperln has moved up a lot to Rm 1.17 and should u sellout and enjoy your moment under the sun ?
The answer is BIG NO!!......the potential of superln is very much higher, u need to give time and be patient for it to fulfill the full potential .
YES WHY GO FULL POTENTIAL ? REASON ; GOOD STOCK HARD TO FIND MAH.....!!
WHAT IS FULL POTENTIAL ? REFER TO THE HIGHLIGHT IN GREEN LOH....!!
Posted by stockraider > Mar 13, 2015 05:00 PM | Report Abuse X
Superlon just need another quarter to prove it is a growth stock loh...!! This will be confirmed in June 2015 If that happen it can trade at around PE 20x....!!
Therefore if that happen easily trade rm 1.90 to rm 2.80 loh...!!
paperplane 850 posts Posted by paperplane > Mar 13, 2015 05:07 PM | Report Abuse
P/E20x???
I think too optimistic lah Raider. Tht time FED raise rate=DJ going down at least 10%, Malaysia KLCI follow around 10-20% sure very negative.
Superln not a very special company yet from what I see. What's its competitve advantage, or strong points against others?? Not really much I think
stockraider 554 posts Posted by stockraider > Mar 13, 2015 05:20 PM | Report Abuse X
Where got optimistic??....once the stock reclassify from value to growth...PE of 20x and above quite normal loh....!! Remember eforce, raider play it as value but bcos of its growth it was reclassified rerate price upward 2 to 3 fold loh
After achieving another round of excellent performance, Superln seems proven stepping into high growth zone. Top line has been growing more than 17% for the last 3 quarters. Bottom line jumped between 28% and 198%. It could be another high growth company in the making. Currently, the share price is traded at 12.5 times.
Share capital: 79 million shares NTA: 1.00 DY: 5.4% PER: 12.5 times Nil borrowing with Net Cash: 13 cents/share
1) The thermal insulation product biz which it now focuses on has been growing healthily, most notably in past 3 quarters.
2) Net profit margin has been rising and was high at 15.5% in last quarter, suggesting pricing power of the company, possibly due to good product quality, favorable exchange rate and raw material prices.
3) Last quarterly EPS was 4.08 sen. Had there been no valuation of its land and buildings which pushed up the depreciation expense, EPS would have been 4.43 sen. Anyway, depreciation is a non-cash item and free cash flow from operation before capex actually has increased by more than its net profit suggests.
4)The sustainability of the increase in its profitability looks set as the company has already started spending in last quarter on its planned RM12m expansion plan to increase capacity and capability, first announced in Jan 2015.
5) All the capex will be financed internally as the company is in net cash position of RM15.6m (or 20sen a share). That was after it paid out 8sen of dividend in the past 12 months.
6) The company's commitment to pay out 8 sen as dividend out of its 12sen historical yearly EPS is very encouraging in terms of its policy of shareholder orientation, especially when seen in the light of its ongoing expansion exercise, supposedly to meet the growing demands for its products.
7) If the company can maintain this dividend payout ratio of 66%, and with rising profitability in coming years, it is reasonable for its shareholders to expect a high dividend yield. Extrapolating 4.08sen into next 4 quarters, you will get 16.3sen EPS. So, one may expect 10sen dividend beginning financial year end 2015 or 2016.
8) The company sells 70% of its products to >50 countries overseas. Its sales to Asian countries ex-Malaysia makes up 54% of its total sales. I like the fact that its major customers include those in India and Vietnam, countries many see rising economically.
The turnaround story of Superlon seems just beginning under what I see as conscientious management as the CEO calls her team as. Product quality, marketing strategies and continuous R&D hold the key for the future of the Company.
Given the above, Superlon looks good as a company you want to be a shareholder of, hoping for quarterly EPS reaching 5 to 6 sen in coming quarters or years, and reaping due rewards in dividend of 12 to 15 sen a year. When that happens, Superlon should trade at around RM2.50 a share at least.
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....
林俊松
6,930 posts
Posted by 林俊松 > 2015-03-24 21:40 | Report Abuse
This is 2015 black house. 5%+ dividend yield, low pe & good business growth~