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发表于 24-4-2008 08:54 PM
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发表于 25-4-2008 12:04 AM
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发表于 25-4-2008 01:31 AM
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发表于 25-4-2008 12:02 PM
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发表于 25-4-2008 01:53 PM
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我爬完楼了
发现一件事
佳礼的人还真是没有说谢谢的习惯哦（还是说马来西亚的华人的习惯？）
当初跟进木材股的各位都大赚吧？
后悔我爬楼不勤
楼主，谢谢你观察入微 |
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楼主 |
发表于 25-4-2008 06:08 PM
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赚了钱， 还债 150 million，
债务低，一年省 1.2 million.
Group and Company ent Bond - Nominal value - 150,000 The terms of redemption of the bonds are as follows: Outstanding balance at 30 June 2007 Redemption terms Interest RM150 million (2006 - Redeemable at par in At 8.5% (2006 - 8.5%) RM150 million). April 2008. per annum.
[ 本帖最后由 325525 于 28-4-2008 09:20 PM 编辑 ] |
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楼主 |
发表于 25-4-2008 06:23 PM
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| Stock Name | : | TAANN | | Date Announced | : | 25/04/2008 |
The Board of Directors of Ta Ann Holdings Berhad (the ‘Company’ or ‘Ta Ann’) wishes to announce that the Company has been granted approval by the authorities in China to set up a plywood mill in Yang Zhou which is to be operated by a new subsidiary incorporated in China under the name of Ta Ann Eco-Timber Industries (YZ) Pty Ltd (‘TAET’).
[ 本帖最后由 325525 于 28-4-2008 09:22 PM 编辑 ] |
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发表于 28-4-2008 12:27 PM
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今天轮到 jtiasa 小飚了！！这几天木材股轮流飚，先来 lingui,evergrn然后再来 taan 和 wtk， 几时才到轮到EKSONS！！！ |
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楼主 |
发表于 28-4-2008 01:13 PM
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原帖由 325525 于 6-4-2008 22:49 发表 
1 mth b4= RM 320/m3,now 420 RM/m3.
WTK 伐木 40,000m3., turnover 就会上 40,000x100=RM 4 million /month
February Log Productionup RM100/M3
JTIASA
90,000
9,000,000
LINGUI
86,000
8,600,0 ...
下一个可能是SUBUR...NOW 3.22
| February Log Production | up RM100/M3 |
JTIASA
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90,000 |
9,000,000 |
LINGUI
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86,000 |
8,600,000 |
WTK
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40,000 |
4,000,000 |
SUBUR
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35,000 |
3,500,000 |
TAANN
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32,000 |
3,200,000 |
JAVA
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16,000 |
1,600,000 |
SEAL
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4,000 |
400,000 |
SANBUMI
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1,682 |
168,200 |
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楼主 |
发表于 28-4-2008 07:09 PM
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今天收集了木材公司的业绩报告，我把他做了对比。
大家可以研究。希望大家多多指教
要如何去读业绩呢？可以参考的冷眼"怎样阅读公司年报" page 104~132
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Lingui
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Taann
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WTK
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Jtiasa
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Subur tiasa
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Eksons
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Profit 2007 (Financial report 2007)
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254,772,000 |
95,426,995 |
127,097,000 |
121,900,000 |
71,682,160 |
49,603,594 |
EPS 2007
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0.386 |
0.445 |
0.181 |
0.122 |
0.358 |
0.302 |
Non Current Asset
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2,349,109,000 |
841,868,467 |
486,768,000 |
1,214,174,000 |
522,738,543 |
223,973,822 |
Inventory (货物)-Current Asset
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187,057,000 |
114,325,531 |
148,356,000 |
135,929,000 |
115,379,639 |
66,940,488 |
Receivables, deposits and prepayments (帐)
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539,000,000 |
60,085,033 |
218,213,000 |
231,965,000 |
46,248,132 |
38,000,000 |
Cash and cash equivalents (现金)
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56,800,000 |
90,842,535 |
308,573,000 |
48,971,000 |
86,945,010 |
71,000,000 |
others
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24,034,000 |
10,878,430 |
4,954,000 | |
1,733,771 |
27,518,312 |
Total asset
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3,131,966,000 |
1,107,121,566 |
1,166,864,000 |
1,631,039,000 |
773,045,095 |
427,432,622 | | Non-current liabilities 长期的债务 |
819,134,000 |
204,155,014 |
66,931,000 |
318,378,000 |
90,361,640 |
31,648,500 | | Current liabilities 全部的 流动债务 |
663,000,000 |
227,327,358 |
185,103,000 |
283,531,000 |
152,081,256 |
112,128,776 |
Total liabilities
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1,482,134,000 |
431,482,372 |
252,034,000 |
601,909,000 |
242,442,896 |
143,777,276 |
Net asset
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1,649,832,000 |
675,639,194 |
914,830,000 |
1,029,130,000 |
530,602,199 |
283,655,346 |
Share
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659,630,441 |
214,631,118 |
350,934,910 |
1,000,000,000 |
200,000,000 |
164,213,000 | | NTA |
2.501 |
3.148 |
2.607 |
1.029 |
2.653 |
1.727 |
Share price (28.04)
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1.7 |
7.8 |
2.6 |
3.8 |
3.2 |
1.08 |
% Share price ( 28.04) compare NTA
| 67.97% | 247.78% | 99.74% | 369.24% | 120.62% | 62.52% |
[ 本帖最后由 325525 于 28-4-2008 09:35 PM 编辑 ] |
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发表于 28-4-2008 07:51 PM
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(小小声讲的）谢谢~~~（掩着嘴偷笑）好了~~呼.... |
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发表于 28-4-2008 08:52 PM
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楼主 |
发表于 28-4-2008 09:35 PM
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看好WTK，现金最多。现金可以还全部的债.
现金308,000,000
债 252,000,000
[ 本帖最后由 325525 于 28-4-2008 09:37 PM 编辑 ] |
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楼主 |
发表于 29-4-2008 01:02 PM
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今天LINGUI 股价跌了。 现在是时候买进。LINGUI 的第二个涨潮可要来了， 目标价RM２
[ 本帖最后由 325525 于 29-4-2008 09:16 PM 编辑 ] |
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发表于 29-4-2008 07:32 PM
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今天好像是lingui 跌最多~我觉得短期不适合买进 |
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楼主 |
发表于 29-4-2008 09:10 PM
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原帖由 chloe0804 于 29-4-2008 19:32 发表
今天好像是lingui 跌最多~我觉得短期不适合买进
volume今天很少，T３一定会有人丢票，把价钱给压低。 |
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楼主 |
发表于 29-4-2008 09:14 PM
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up trend...buy signal
[ 本帖最后由 325525 于 29-4-2008 09:31 PM 编辑 ] |
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发表于 29-4-2008 10:03 PM
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回复 156# 325525 的帖子
我同意,已经涨了好多天,
该是现在才是调整的开始罢了....
还会更低的,忍忍吧..... |
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发表于 8-5-2008 02:47 PM
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忍忍吧..... ,忍到月尾吧 |
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楼主 |
发表于 8-5-2008 02:53 PM
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原帖由 hc.goh 于 8-5-2008 14:47 发表
忍忍吧..... ,忍到月尾吧
五月份，木材，PLYWOOD 价格还是在起。 所以买进木材股是明确的. |
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