【NTPM 5066 交流专区】启顺造纸

奪命較剪腳

请问下c56733
这两年NTPM分别派了多少股息(扣税后)
谢谢你的无私分享

c56733

我老板大约在五、六年前才投资股票。
他之前对股票是没什么兴趣的。但由于他不忍心他老爸在大马关闭自撮马股那一战中损失惨重，不信股票这玩意如此难玩，就开始研究股票起来。
在这漫漫长路，他读过的投资书籍不计其数，不过他最喜欢的还是巴菲特。
这五、六年来，他家族的投资组合平均有70％的年回酬，能取得如此骄人回酬，全拜新加坡股市这几年来的稳健成长。
前几个星期，公司上管理课的时候，在课后我们聊起投资的东西。他说有人要全面收购他家族所有Food Empire的股票，价值约一千万新币。没错，是1000万！
这支股他们买到的最低价是18分，大部分都是在30分左右的价位进货，现在的股价是九十多分。

c56733

2005年财政年度：
First and Final Dividend 19.23％免税股息，以每股面值10分计算，
相等于每股1.923分的股息。也就是每一千股派发RM19.23。

2006年财政年度：
Interim Dividend 16％需扣税股息。
Final Dividend 11.5％免税股息。
两次共派发净股息 23.02％。

在三月中即将公布的2007年度第三季业绩，NTPM有可能宣布派发股息。以今年首半年的优异表现来看（首半年每股净利已达2.6分），
2007年度的股息派发或将和2006年度的大致相同。

[ 本帖最后由 c56733 于 9-2-2007 09:05 PM 编辑 ]

kok1984

这五、六年来，他家族的投资组合平均有70％的年回酬，能取得如此骄人回酬，全拜新加坡股市这几年来的稳健成长

这这么可能？也来他是靠家族的资金起家，我佩服你老板不认输的态度。值得我们做晚辈的学习

我可以打听你老板的名字（私下传讯我），我想记住能者之名

星空无限

C56733你好﹐
我是新手﹐因為你說你是看股票的基本面﹐所以我想問問你
這股的吸引你的原因?

我這裡所說的都是我個人的看法﹐
1。這股已經的市值已經超越了資本﹐感覺上就好像用RM2來買一個RM1的東西
2。EPS並不高﹐這就等於賺錢不多
如果我說錯了﹐請多多大家指教

c56733

这只股吸引我的地方是它派发较高的股息。
1. 无可否认的，如果你看它的每股净值RM0.24，比目前的市价RM0.395低很多。
   以我的浅见，这有两个原因促使它的每股净值才24分。第一是因为前年低花费3000万装置新
   的生产配备，促使它目前的流动债务达5400多万。经过这一次装置，短、中期里将不需再花
   巨额提升，届时更加有能力派发更高的股息。第二是因为它把每年净利的约50％拿来派发
   股息，而不是尽快偿清短期债务或当做保留盈利。
   制造业不能如同产业股这般用净值来计算，制造业是一间工厂生产出消费产品，这要看你有
   多大的本事用最小的空间、最少的配备，生产出更多的东西。所以不能以拥有多少房产来
   计算有多少净值。以Nestle来说，它的每股净值才RM2.19，它目前的股价是RM24。
2. 每股面值10分的股项每年赚5分，已是不错的表现。这如同每股面值1令吉的股项赚50分一样，还不优异吗？

[ 本帖最后由 c56733 于 11-2-2007 02:06 AM 编辑 ]

GP664

希望c56733大大指点

根据2005年财政年度报告：

Shareholder equity = 147,661,805
Net Profit = 28,445,586
EPS = 4.6
no. of share = 624,000,000

那么
NTA = 147,661,805 / 624,000,000 = 0.24
ROE = 4.6 / 0.24 =19.17
假设,股价=0.40
P/E = 0.4/0.046 = 8.7

可是这些数据和十八楼的有出入.

先谢谢了

c56733

2005年因为一起Tax Penalty的缘故（约500多万左右），
在2006年财政年度时，2005年的财报已Restated过，调整为2100万左右。

[ 本帖最后由 c56733 于 11-2-2007 02:01 PM 编辑 ]

星空无限

多謝c56733前輩指點

soros

NTPM 由 0.32 升 到 0.41 整整 28% 了，是时候获利了。

c56733

还不是时候脱售，以它2007年度的预测每股净利5分来看，
合理价在RM0.90左右，本益比约16多倍。。。
这只是我的预测，请莫见笑。。。

soros

A bird in the hand is worth two in the bush

c56733

你说的没错，到手的钱才算是真正的赢家

Mr.Business

Bursa to roll out initiatives to boost investor relations
By Joseph Chin

Many of the over 1,000 public-listed companies (PLCs) still behave like privately-owned companies without paying much heed to investor relations (IR), said Bursa Malaysia chief executive officer Datuk Yusli Mohamed Yusoff.

He said as such, Bursa Malaysia would be rolling out initiatives to promote good IR practices among PLCs, via media campaigns, awareness programmes and issuance of practical guidelines.

Yusli said Bursa would have greater engagement with PLCs in the areas of IR and corporate governance this year.

“Good IR is not just for the big PLCs but for everyone, even Mesdaq companies to the top 10 of the exchange,” he said at the first of six Bursa Malaysia-CIMB Breakfast series in Kuala Lumpur.

The seminar on “IR -- Understanding and reaching your investors and key audience” was attended by CIMB Group chief executive officer Datuk Nazir Razak, officials of PLCs and fund managers.

Yusli said the IR initiatives were necessary as many of the PLCs had failed to promote hidden values and achieve their fair market valuation.

“Some CEOs shy away from camera, media but however this comes with the job," he added.

He said PLCs should not treat IR as a “cost centre” because if it was harnessed properly, it could reap benefits to shareholders and build their loyalty.

On concerns of PLCs of being penalised for giving guidance, Yusli said they would not be reprimanded if they provided information which was factual and accurate and provided equal access of information to everyone.

He said when making announcements, the PLCs should avoid misleading statements causing unwarranted price movement and activity, "overstated statement" or "leaking information."

Citing Bursa as a PLC which focussed on IR, he said it had a multi-pronged action plan, including combined media and analyst briefings, road shows, e-mail alerts, shareholders’ meeting and conference calls.

Yusli said Bursa had been generating value for its shareholders since it was listed in early 2005. Total shareholders’ return since IPO was 328% (including capital gain, dividends and special dividend). Its share price has surged 283% since its IPO.

Earlier, Nazir said while the company should be focussed on its activities, it should not disregard the importance of IR as it could create shareholder value.

However, he cautioned that IR should not over-promise or oversell. “Instead, it is better to under-promise and over-deliver. The company should also be transparent,” he advised PLCs.

As for the investing community, he said PLCs should treat all analysts and fund managers as fairly as possible, especially the doubters so they would have a clearer view of the company.

http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_b58cfa46-cb73c03a-174a6e20-5dd987e3

kok1984

原来yursi是datuk，

c56733

前几天，NTPM的执行主席Lee Chong Choon 在公开市场再买进自家股票共 713,600股。

Details of changes

Type of transaction         Date of change        No of securities         Price Transacted (RM)
     Acquired                 08/02/2007               337,700  
     Acquired                 09/02/2007                15,900  
     Acquired                 12/02/2007               360,000  
   
Circumstances by reason of which change has occurred : Open Market Acquisition
Nature of interest : Direct Interest
Consideration (if any) :  
Total no of securities after change:
Direct (units) : 71,065,365
Direct (%) :  
Indirect/deemed interest (units) :  
Indirect/deemed interest (%) :  
Date of notice : 15/02/2007  
   
Remarks :

c56733

NTPM在要闭市前五分钟被扫货到RM0.43，上涨3分。

lautmerah

原帖由 c56733 于 17-2-2007 12:05 AM 发表
NTPM在要闭市前五分钟被扫货到RM0.43，上涨3分。

這個親自體驗，本來0.41或0.415 有2000多lot排賣結果瞬間少1000lot才被掃，有那麼巧和。

c56733

NTPM很明显有庄家在操盘。。。

m~v

一来就推倒0.49....