2015年4月23日星期四

LCTH 利丰 rm0.53 加码--

在淨現金高企、業績連續六季站穩、新廠运行和弱勢馬幣等有利因素下,
利豐機構的未來表現会加强。很快5月底将迎来業績連續七季取得净利。

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=L&securityCode=5092
http://www.fuyucorp.com/index_c.htm(母公司网站)
网友资料--
1)我昨日email给管理层, 今天收到回复


Ming Han Hi, Dear MH Chai,

First of all, thank you very much for your support to the company.

For your information, we shifted to and occupied and operating in the new factory end of September 2014.
2)
It is still way cheaper when compare to Geshen which is exactly same sector. 
It is overvalued base on latest earning but with bright future due to strong
 USD (mainly export), new factory to commence operation this year, strong
 Semi Con which means more plastic component needed (LCTH client like HP, IBM,
 Bose, Dyson etc), Lower latexx means lower material cost. Lets c if coming quarter
 result shows even further improvement.
21/04/2015 00:10
mhchai For a growing company, cash should be used for factory expansion
 instead of distribute to the shareholder. 2014 earning report shows that
 company spent 24mil in plant, equipment and 2015 should start seeing the ROI
个人估算--
因此5月Q1业绩也有佳音,最少超过6百万.同行GE-SHEN CORPORATION BERHAD  (7197)近期股价同步走高,(RM0.735)
略可了解.
Geshen 0.715 pe=21 ,lcth 0.54 pe=15 ,haha ,who is cheap?
2014 eps=rm0.036 ,lcth pe=21 ,share price =rm 0.75 (相同geshen pe=21),haha