2016年10月13日星期四

家俬股2015,2016年大都派发过紅股或拆細,只剩shh,jaycorp了,个人看7152 紅股机会大。

Jaycorp 7152  創新高(1.52)后回调(1.47),暫时的,走势仍看漲与完整,買入等丰收。
Jaycorp 此价位1.49 依旧为安全价区,Rhb 投行进入与公司回買10%股份,
12月的股东会与10 仙股息,都是支持股价穩定向上之动力。
受益于强势美元. 
因此出口导向为主的公司,在往后几年会是抗跌性强的.


http://themoneyconverter.com/CN/USD/MYR.aspx
2016 eps=15.4 sen ,pe=11 ,stock price=rm1.69

当股价到rm1.69 ,10sen股息算,其周息率pe =5.9% ,很吸引人
自由市場,进出隨意。








石油美元齐升令吉降

(2016.10.05)

 
以下的Bloomberg报道却被这数天“石油价涨令吉价跌”行情证明错误。我们之前认为:石油价格上升令吉就跟着上。现在石油价格已经超过每桶USD50,令吉却继续跌到RM4.14。
Bloomberg的错误在于石油行业只占大马国内生产总值的 7%。石油价格下,国内生产总值下,令吉也下,正常不过。不过石油行业基于原料价格低廉变得更好。因此石油对于大马经济的冲击没那么大。肯定不是Bloomberg所说的20%国内生产总值。
不过现在我们看到美元上升石油价格也上升?石油价格用美元来定价,因此走势理应相对而行。理由应当以下:
  1. 这次石油价格上升主要在于美国的储备形势。
  2. OPEC的协议也推高了石油价格。
  3. 美国就要升息所以美元升,令吉降值是正常的事。
  4. 石油价高对令吉固然重要,但是石油价格上升对令吉的扶持还是有限。如这次看到的那样。
  5. 再下去更重要的是美国升息的形势。石油价格也很难再度上升到每桶USD60。所以令吉也很难再度上升到USD1兑RM3.80。应当在RM4 +/- 3%。或浮动于 RMRM3.90 – RM4.15 左右。
低油價是令吉致命傷 美聯儲貨幣政策是其次(Bloomberg) 
中国报:2016年10月04日 
(吉隆坡4日訊)“彭博社”綜合市場分析員討論結果顯示,油價波動依然是牽動令吉走勢的最主要因素,美聯儲的貨幣政策則是次要。
文告指出,石油、天然氣及能源領域目前約佔大馬國內生產總值(GDP)的20%,但馬幣走勢很多時候卻隨著油價波動而起伏。(错误的数据)
Oil prices rise on report of US crude stock draw 
CNBC : 5 /1 10 /16 :
v51-newsletter-img1
Getty Images
Oil prices rose in early trading on Wednesday after a report that U.S. fuel inventories may have fallen for a fifth straight week, but contracts remained near the $50 marker where many traders currently see fair value for crude.
U.S. West Texas Intermediate (WTI) crude oil futures were trading at $49.18 per barrel at 0014 GMT, up 49 cents, or 1 percent, from their last settlement.


Stock With Momentum: Jaycorp

Author: Tan KW   |   Publish date: Wed, 12 Oct 2016, 12:25 PM 





This article first appeared in The Edge Financial Daily, on October 12, 2016.
Jaycorp Bhd (+ve)
SHARES in Jaycorp Bhd (fundamental: 2.1/3, valuation: 2/3) edged two sen or 1.36% higher to close at RM1.49 yesterday, after 4.37 million shares were traded, which is about 10 times more than its 200-day average volume of around 443,078 shares.
Jaycorp is involved in the processing of rubberwood and the manufacturing and sale of rubberwood furniture, packaging, and trading in construction materials.
Its net profit for the fourth quarter ended July 31, 2016 grew 184.3% to RM5.18 million from RM1.82 million a year ago, with the furniture segment being the major contributor.
Based on its closing price, the group is trading at a trailing price-earnings ratio of 9.76 times, with a market capitalisation of RM206.5 million. Year to date, its share price  has gained 25.21%, and is up 75.48% compared with a year ago. In the last one month, Jaycorp’s share price has jumped 15.5%.
http://www.theedgemarkets.com/my/article/stock-momentum-jaycorp-0