星期二, 七月 25, 2017

天天股语25.7.2017

手头上的股屡创新高的时候,想到的不是买进,而是how far can you go?
又不得不再翻翻可以看到的功课(不能看的还是看看较好)。

心理是复杂的,惋惜买得太少的同时也庆幸没跟风乱卖。@#$%^&*我是在骂粗口啦!

又心痒痒想开班了,我当然是开玩笑的!

却深切知道说得太好,研究得如何神奇,没有付诸行动都是没有用的!

实战经验是要有真金白银去体会的。

当然是要let the profit run。。。。股票起的时候是很恐怖的,虽然跌的时候也是很怕的!

星期三, 七月 19, 2017

天天股语19.7.2017

比如说刚好股市跌时,你手头上有笔资金,想要加码(为何说加码,而不是买入?人的时间金钱有限,看不了这么多只股,而且不熟不买,风险高点的也不买,所以股市跌时真的就只能加码,除非大股灾/熊市来临,而你的贮备资金多多,你又有冷眼/管老的眼光,不然都是看的分儿),而在屡创新低与刚好随市调整中选了后者。

那你也许又会在选择母股或子股中难于做决定,你也许去看了dividend date/rate,又有事没事重读一些报告,又去看了history data, 又去算了volume,又去算一大堆有的没的,最后你可能没买或买得不够。

那时候后悔已太迟!

选后者就已是走运了,就别问我了。

因为我买入后才发现我买得不够,入手不够凶!





星期五, 七月 07, 2017

天天股语7.7.2017


今天是好日子,因为股市跌了!
有几样事情要做:
1)要再买入2000 matrix, 凑足16000,就等他4: 1 红股。
2)Sunway的股份持有数乱七八糟了,再想如何凑成整数,把几个户口的股份拉去一个户口,还是不用想?乱就乱吧!
3)SP Setia 一直在跌,分析家们都说买入 I & P短期不好,长期看好,这长期有多长?已经跌到第二次的买入点,持股量太小了,股息不错,就暂时不管了。
4)  除了手套股,VS 也在盘整中,看看看,看得太久了!

今天就四点。

星期四, 六月 15, 2017

双威拟5年内将医疗保健子公司上市

双威拟5年内将医疗保健子公司上市

THE EDGEMARKET.COM

(吉隆坡14日讯)随着双威(Sunway Bhd)拟进一步打造及加强医疗品牌,该集团计划在未来5年内将医疗保健子公司上市。
双威创办人兼主席丹斯里谢富年表示,该集团将扩大医疗保健业务,并称可能在未来5年内将子公司上市。
“它最终必须(上市)。我们也需要资金,而上市是从市场筹资的方法之一。我们也想扩大海外业务,但我们首先需拥有一个强大的品牌。”
他是在今日双威的常年股东大会后,向记者发表上述言论。
“我们赢得一个奖项,这也使我们足以媲美新加坡伊丽莎白医院(Mount Elizabeth Hospitals),同时也有助于加强我们的品牌。”
谢富年所指的奖项是2017年GHT-Bernstein年度骨科服务供应商奖。
他补充道:“这需要几年时间,尽管我们可以现在就上市,若我们想要这么做的话,因为我们拥有良好的过往记录。但如今或无法提供我们所需的价值,所以,我们宁愿再等几年。”
由于令吉走贬,从而令大马的医疗成本降低,海外的病患也对来马治疗倍感兴趣,因此,谢富年认为,医疗保健是一个极为重要的领域。
“我们放眼正蓬勃发展的医疗旅游市场。我们也接获许多人对来马治疗表示感兴趣,其中包括日本和中国。”
目前,该集团的医疗保健业务包括双威医疗中心(Sunway Medical Centre),预计将在未来两年半内扩充至1000个床位。
双威医疗中心料将为该集团截至2017年12月31日止的财政年(2017财年)带来约5000万令吉的净利,相比2016财年的3700万令吉。
谢富年表示,双威计划增设5家医院,估计5年内耗费约10亿令吉。
此外,该集团放眼在槟城增设两家医院,另外一家在霹雳州,而柔佛和白沙罗(Damansara)各别增设一家医院。
与此同时,位于蕉赖Sunway Velocity的新医院已开始兴建,这家医院预计在2019年完工,一开始将有240个床位,随后将增添100个床位。
闭市时,双威收升12仙或3.32%,以3.73令吉挂收,全日一共有518万股易手,市值达76亿令吉。

(编译:倪嫣鴽)

星期二, 六月 13, 2017

V.S. Industry 3Q net profit surges 2.6 times, pays 1.5 sen dividend

V.S. Industry 3Q net profit surges 2.6 times, pays 1.5 sen dividend



KUALA LUMPUR (June 13): V.S. Industry Bhd’s net profit increased 2.6 times to RM50.5 million in the third financial quarter ended April 30, 2017 (3QFY17) from RM19.31 million a year ago, on higher sales orders from its clients in Malaysia, Indonesia and China.
Earnings per share rose to 4.26 sen from 1.66 sen.
Revenue rose 68.2% to RM854.11 million in 3QFY17 from RM507.84 million in 3QFY16.
It also declared a third interim dividend of 1.5 sen per share for the financial year ending July 31, 2017 (FY17), payable on July 28.
For the cumulative nine months (9MFY17), V.S. Industry posted an 11.7% increase in net profit to RM119.51 million from RM106.98 million in 9MFY16, while revenue grew 41.7% to RM2.3 billion from RM1.62 billion.
Malaysia remained V.S. Industry’s primary revenue contributor at 67.8%, followed by China (27.3%) and Indonesia (4.9%).
In a filing with Bursa Malaysia today, V.S. Industry said its Malaysia segment recorded higher pre-tax profit for 3QFY17 and 9MFY17 mainly due to higher sales orders from key customers, including the new box built
orders from key customers.
"The new production lines that were commissioned earlier are now running at optimal capacity, which further contributed to the increase in revenue in Malaysia," it added.
Following the award of the vertical integration status by the group’s key customer in May 2016, V.S. Industry said it has gradually received much more box built orders, which on a collective basis are expected to contribute to substantial growth in revenue.
"As production volume increases, the group benefits from higher production efficiency and greater economies of scale," it said.
On its operations in China, V.S. Industry said it continues to strive to secure new and replenishment sales orders from its customers, and it expects performance to be satisfactory going forward.
While the group is aware of the increasing challenging operating
environment in view of the volatile US dollar against the ringgit, V.S. Industry said with prudent management, coupled with continued strong support from existing as well as newly acquired customers, it is optimistic that it will achieve better performance for the current financial year.
"In our previous engagements with media, we had said our 2HFY17 results would be stronger than that of 1HFY17, and now, our 3QFY17 results have indeed proven to be so. The execution of our growth plans is on track and is starting to reflect in our financial performance from 3QFY17 onwards," said V.S. Industry managing director Datuk SY Gan in a separate statement.
"Our clients are experiencing brisk sales growth with their new products, effective marketing campaigns and enhanced distribution channels. As for us, we will ride on our clients’ growth, supporting them in every step of the way with our integrated manufacturing capability to produce quality products at the quantity required by them on a timely basis,” he added.
V.S. Industry shares closed up three sen or 1.5% at RM2.03 today, with 3.98 million shares traded, valuing the group at RM2.42 billion.

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