这篇文章的理念与我接近,与大家分享-
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pwroot Q2业积只净利494万,4个月的业积来算是少了些,Q1+Q2共净利1428万,eps=4.7sen
个人估算全年净利Q1+Q2+Q3+Q4=3千出万,
EPS=10 SEN ,现RM1.48 ,PE=14.8倍交易是机会,
合理的PE=17倍,价位=RM1.70
Q2 股息3.5 SEN ,估计Q4股息4.5SEN ,全年共 8 sen,目前rm1.48进入,dy(周息率)=5.4%
是不错的选择,又有资本增长机会.我今天再加码rm1.45
前景;
----PWROOT债务只有1293万,现金有6266万,扣除后还有4973万,相等于每股16 sen的现金,
是净现金公司,因此有能力派出高息
----现价位rm1.46(估计今年8sen计算)周息率(dy)=5.4% ,深具吸引力.
--pwroot是行业中股价最低的,上市七年未发送红股,每年赚钱,现股价rm1.46 ,pe只是14.6倍 .(估计全年eps=10 sen)
--Cimb bank ceo 的弟弟(M0hamed nizam bin abdul razal)依然有2398,000 股(0.79%),
为第23大股东,也就是首相纳吉的胞弟,因此在某些决策上非常方便.
风险;1)原料价格--咖啡豆的价格起落对公司的净利有些影响,近期巴西干旱造成咖啡豆
的价格上升,其他产区如非洲,印尼也有出口咖啡豆,但相信很快可恢复正常的价格,
随着国内外销售的增长,可以抵消部分原材料上升造成的利润侵蚀,
必要时公司可提高产品售价,整体影响小。
2)滙率风险--对外貿易主要是用美元,随着美国经济好转,中長期美元走势看升,
公司的营销有3成多是出口部分,因此对公司有利。
3)经济风险--公司的产品大部分是走中价路线,是一般平民有能力消费的产品,
就算经济转差影响也是很小的。
4)政治风险--国内发生暴动机率小,外国如之前的埃及动乱,对公司的销售单造成
减少,但只是短期的影响,很快又恢复正常的销量了。
综合明白了这些风险,对公司所造成的伤害很小,因此,RM1.46是很好的进场机会.
目前的价格是抱着中長期的打算策略,须要多看Q3,Q4的情况而定,
个人进出价位不同,要看你的获得几多而定,自行考虑风险才决定.
只供参考,进出自负.
The Tongkat Ali business is growing and with demands from Middle East
and North Africa and in South-east Asia it is set to be the industry
of the future.
and North Africa and in South-east Asia it is set to be the industry
of the future.
which makes Tongkat Ali drinks,
has more than doubled its
after-tax profits this year
to RM35 million with increasing
exports to the Middle East
and North Africa.
Its shares have jumped more
than 60% this year, outperforming
the 9% rise in the broader
Kuala Lumpur Stock Exchange.
than 60% this year, outperforming
the 9% rise in the broader
Kuala Lumpur Stock Exchange.
Still, alongside the maker of
Tolak Angin – ‘Repel the Wind’ in Indonesian – firms in the
region including Singapore’s Eu Yan Sang International Ltd and
Power Root are drawing the attention of investors.
Tolak Angin – ‘Repel the Wind’ in Indonesian – firms in the
region including Singapore’s Eu Yan Sang International Ltd and
Power Root are drawing the attention of investors.
Shares in Eu Yan Sang and Power Root trade at 18.75 and 15.05 times
their latest earnings, respectively. That is far below the average
of 76.38 times for a group of eight listed Chinese traditional
medicine makers, according to data from Thomson Reuters StarMine.
their latest earnings, respectively. That is far below the average
of 76.38 times for a group of eight listed Chinese traditional
medicine makers, according to data from Thomson Reuters StarMine.
Power Root Bhd said stronger exports to markets like the Middle
East and North Africa boosted earnings and it plans to expand in
Southeast Asia.
East and North Africa boosted earnings and it plans to expand in
Southeast Asia.
At Singapore’s Eu Yan Sang, Hong Kong accounted for 47% of
revenue in the three months ended September. Singapore contributed 22%,
while the rest came from Malaysia and Australia.
revenue in the three months ended September. Singapore contributed 22%,
while the rest came from Malaysia and Australia.
The company’s flagship products, derived from traditional Chinese
medicine formulas, include Bak Foong pills for treatment of menstrual
pain and Bo Ying compound, designed to help children with a poor
appetite and other illnesses.
medicine formulas, include Bak Foong pills for treatment of menstrual
pain and Bo Ying compound, designed to help children with a poor
appetite and other illnesses.
South-east Asian traditional medicine firms have with big plans
to grow amid strong investor interest.
to grow amid strong investor interest.
Global pharmaceutical companies from Pfizer Inc to Roche Holding
AG have long pinpointed Asia as a source of future growth.
AG have long pinpointed Asia as a source of future growth.
The traditional medicine market of South-east Asia is also coiled
to leap as an increasingly health-conscious middle-class rises in
the region.
to leap as an increasingly health-conscious middle-class rises in
the region.
Stacked with products that claim to cure anything from rheumatism
to sexual dysfunction, the market for traditional medicine in
South-east Asia is projected to grow to US$3.9 billion by 2017,
nearly 50% more than this year, according to research firm Euromonitor International.
to sexual dysfunction, the market for traditional medicine in
South-east Asia is projected to grow to US$3.9 billion by 2017,
nearly 50% more than this year, according to research firm Euromonitor International.
While the ingredients in traditional medicines may be advertised
as natural and enjoy historical acceptance in Asia, they don’t
meet with universal approval.
as natural and enjoy historical acceptance in Asia, they don’t
meet with universal approval.
Health regulators in places like Britain have warned of high
concentrations of elements like mercury in some products, and
conservation groups say some use ingredients taken from endangered animals.
concentrations of elements like mercury in some products, and
conservation groups say some use ingredients taken from endangered animals.
On rainy days in Jakarta, a canny street merchant like Emi can
sell two dozen sachets of herbal cold cure Tolak Angin to
office workers and labourers by her roadside stall.
sell two dozen sachets of herbal cold cure Tolak Angin to
office workers and labourers by her roadside stall.
“Herbal medicine is good for the body because it’s natural,”
says Emi, who goes by only one name.
says Emi, who goes by only one name.
Laced with ginger, cloves and mint leaves, the traditional remedy
Emi sells for 25 cents apiece is also good for business:
The company that makes Tolak Angin went public this week and is
worth around US$850 million.
Emi sells for 25 cents apiece is also good for business:
The company that makes Tolak Angin went public this week and is
worth around US$850 million.
Shares in PT Industri Jamu dan Farmasi Sido Muncul Tbk jumped
as much as 24% when it became the first herbal medicine company
to list in Jakarta on Dec 18.
as much as 24% when it became the first herbal medicine company
to list in Jakarta on Dec 18.
With Chinese peers now trading at premium prices, Sido Muncul is
just the latest in a crop of Southeast Asian traditional medicine
firms with big plans to grow amid strong investor interest.
just the latest in a crop of Southeast Asian traditional medicine
firms with big plans to grow amid strong investor interest.
Sido Muncul’s bright yellow Tolak Angin sachets are a staple of
Indonesian TV advertising campaigns featuring beaming local celebrities.
Indonesian TV advertising campaigns featuring beaming local celebrities.
They’re sold at hundreds of thousands of street stalls across
Indonesia like Emi’s, known as ‘warung’, as well as supermarkets and pharmacies.
Indonesia like Emi’s, known as ‘warung’, as well as supermarkets and pharmacies.
The company, whose name means ‘Realized Dream’, began life in
1940 as a tiny business operated by Rahmat Sulistio and her
three assistants in Yogyakarta, a city in the central Java region.
1940 as a tiny business operated by Rahmat Sulistio and her
three assistants in Yogyakarta, a city in the central Java region.
Over 70 years later, the company’s IPO was 11.4 times over-subscribed.
At its latest trading price, its market valuation was
around $850 million.
At its latest trading price, its market valuation was
around $850 million.
Sido Muncul has posted annual sales growth of around 10% on
average in the last few years and aims to launch new herbal drinks,
Irwan Hidayat, the grandson of Sulistio and head of the company,
told Reuters. It plans to use IPO proceeds of around 870 billion rupiah
(US$72 million) to develop new products and increase
manufacturing capacity.
average in the last few years and aims to launch new herbal drinks,
Irwan Hidayat, the grandson of Sulistio and head of the company,
told Reuters. It plans to use IPO proceeds of around 870 billion rupiah
(US$72 million) to develop new products and increase
manufacturing capacity.
“This is the industry of the future, a sunrise industry.
If we talk about health, there will always be demand,”
Hidayat said in an interview. “This country also has
extraordinary natural resources, so the supply of raw materials is not a problem.”
If we talk about health, there will always be demand,”
Hidayat said in an interview. “This country also has
extraordinary natural resources, so the supply of raw materials is not a problem.”
Patrick Walujo, co-founder of Singapore-based private equity
firm Northstar Group, said he favours consumer-driven businesses
in Indonesia. “Herbal medicine products may have to be adjusted
for exports, but the sector is attractive,” he said.
firm Northstar Group, said he favours consumer-driven businesses
in Indonesia. “Herbal medicine products may have to be adjusted
for exports, but the sector is attractive,” he said.
Some traditional medicine makers already have significant exposure
to overseas markets.
to overseas markets.
– AFP