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楼主: asimo

[公司专区] 5131 Zhulian 速遠機構

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 楼主| 发表于 2009-10-9 17:45 | 显示全部楼层
本帖最后由 asimo 于 2009-10-9 17:47 编辑

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965
  Reference No CC-091009-61619
Company Name
:
ZHULIAN CORPORATION BERHAD   
Stock Name
:
ZHULIAN
Date Announced
:
09/10/2009

Name
:
Lembaga Tabung Haji
Address
:
201, Jalan Tun Razak, Peti Surat No. 11025, 50732 Kuala Lumpur
NRIC/Passport No/Company No.
:
ACT5351995
Nationality/Country of incorporation
:
Malaysia
Descriptions
(Class & nominal value)
:
Ordinary shares of RM0.50 each
Name & address
of registered
holder
:
Lembaga Tabung Haji
201, Jalan Tun Razak, Peti Surat No. 11025, 50732 Kuala Lumpur

Details of changes
Currency
:
Malaysian Ringgit (MYR)

Type of transaction
Date of change
   No of securities
Price Transacted ($$)
Disposed
05/10/2009
50,000

Disposed
06/10/2009
44,400


















































Circumstances
by reason of which change has occurred
:
Disposal of shares
Nature of
interest
:
Direct interest
Direct (units)
:
17,505,200
Direct (%)
:
5.07
Indirect/deemed interest (units)
:
0
Indirect/deemed interest (%)
:
0
Total no of securities after change
:
17,505,200
Date of notice
:
09/10/2009

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发表于 2009-10-9 17:59 | 显示全部楼层
本帖最后由 tyche6 于 2009-10-9 18:11 编辑

哦?有大股东丢票了,会不会是什么预兆啊?
老实说,以现在的价格买入zhulian来收股息已经不划算了,差不多有6.7%,
其实还有其他的好股也有甚至更好的周息率,如:海鸥, LPI

不过还是希望zhulian这季有更好的表现,让股票继续增值

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发表于 2009-10-9 18:09 | 显示全部楼层
64# tyche6


海鸥 股价6.50左右,全年股息42sen, DY也才6.5% 。
不过,如果2009财政年的EPS可以维持每季至少22sen的话,四季就是88sen。根据公司的50%派息政策,公司将会派发44sen的股息。
而如果海鸥股价不动如山一直在6.50,本益比将会是(6.50/0.88)=7.39

我不是来踩场的。纯粹分享而已。
给没有研究海鸥的人看的。

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 楼主| 发表于 2009-10-9 18:23 | 显示全部楼层
10# asimo
看看股价与回酬:

Haio: RM 3.52 (02-Apr-2009)
Zhulian: RM 0.99 (02-Apr-2009)

就当 Haio = RM 3.50 和 Zhulian = RM 0.99,投入资金 RM 3500。

可买到: 1000 shares Haio 或者 3500 shares Zhulian。

算算 EPS:

Zhulian: 3500 x 0.2165 = RM 757.75
Haio: 1000 x 0.60 = RM 600

投入的资金都是 RM 3500,到底 Haio 比较会赚钱还是Zhulian。


看看股价与回酬: (到目前09 Oct 2009)

Haio: RM 6.44 (09 Oct-2009)
Zhulian: RM 1.81 (09 Oct-2009)

02-Apr-2009到09 Oct-2009, 股价起了
Haio: (6.44 / 3.52 - 1) x 100 =+ 83.0%
Zhulian: (1.81 / 0.99 - 1) x 100 = + 82.8%
可以说两个涨幅相当.

如果02-Apr-2009以RM3500买入1000 shares Haio 或者 3500 shares Zhulian
目前DPS:
Haio从Q2/2008到现在Q1/2009,有div 10 sen + 将发div 32 sen = 42 sen
Zhulian从Q3/2008到现在Q2/2009,有div 12sen

Haio回酬 = 1000 x 42 sen = RM 420

Zhulian回酬 = 3500 x 12 sen = RM 420


目前EPS:
Haio从Q2/2008到现在Q1/2009, EPS = 67.67 sen (预计的)
Zhulian从Q3/2008到现在Q2/2009,EPS = 22.25 sen  (预计的)

Haio PE = 644 / 67.67 = 9.52
Zhulian PE = 181 / 22.25 = 8.14

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x 42
发表于 2009-10-9 18:25 | 显示全部楼层
67# 炭炒

我有zhulian, 至于海鸥我还在排队,希望能够买到。炭jj 我们会不会被版主扣分啊?好像有灌水的嫌疑了

无论如何,海鸥的盈利成长的确比zhulian强的多,而且海鸥的管理层很积极的回购股票为股东创造最大利益

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发表于 2009-10-9 18:31 | 显示全部楼层
哦?有大股东丢票了,会不会是什么预兆啊?
老实说,以现在的价格买入zhulian来收股息已经不划算了,差不多有6.7%,
其实还有其他的好股也有甚至更好的周息率,如:海鸥, LPI

不过还是希望zhulian这季有更 ...
tyche6 发表于 2009-10-9 17:59




Lembaga Tabung Haji是第五大股东,丢一点票出来很正常。如果连续丢很多票就有点问题了。

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 楼主| 发表于 2009-10-9 18:36 | 显示全部楼层
71# tyche6


我所知道的株连卖假首饰和water filter, 海鸥是保健食品(就像"余人生")...
要知道经济不好, 通常会花钱的首选是吃, 其次才是物质...
健康跟物资享受, 你选那样?

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x 1073
发表于 2009-10-9 18:40 | 显示全部楼层
我出来喊停,全部扣分 !! 开玩笑 !!!

言归正传,虽然 Haio 和 Zhulian 都是做直销,可是我觉得两者的业务性质不一样,不能拿来比较。

应该独立分析这两间公司比较好。

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 楼主| 发表于 2009-10-9 18:42 | 显示全部楼层
73# 炭炒


就要计算上涨空间了, 不过可以期待海鸥bonus或split , 那么就赚呆了.

依我来看, 株连业绩好像没什么突破性, 不过可以维持在EPS 20就很不错了, 因为可以比美海鸥

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发表于 2009-10-11 09:11 | 显示全部楼层
根据以往的业绩,eps要到20难度不高。珠链一般第3和4季业绩会比第一和第二季来得好。
所以这个月的业绩很值得期待。还有股息
如果来个业绩15%成长。。

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 楼主| 发表于 2009-10-12 04:29 | 显示全部楼层
79# nsleong


我吧不得它业绩在创高峰, Q3 raya, 应该会有意外的收获...应该等15号就知道了...

tabung haji disposal票, 应该属于take profit, 如果它减持手上的票少于5%才需要担忧....
(个人意见, 买卖自负)

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 楼主| 发表于 2009-10-12 18:29 | 显示全部楼层
本帖最后由 asimo 于 2009-10-21 02:39 编辑

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965
  Reference No CC-091012-64984
Company Name
:
ZHULIAN CORPORATION BERHAD   
Stock Name
:
ZHULIAN
Date Announced
:
12/10/2009

Name
:
Lembaga Tabung Haji
Address
:
201, Jalan Tun Razak, Peti Surat No. 11025, 50732 Kuala Lumpur
NRIC/Passport No/Company No.
:
ACT5351995
Nationality/Country of incorporation
:
Malaysia
Descriptions
(Class & nominal value)
:
Ordinary shares of RM0.50 each
Name & address
of registered
holder
:
Lembaga Tabung Haji
201, Jalan Tun Razak, Peti Surat No. 11025, 50732 Kuala Lumpur

Details of changes
Currency
:
Malaysian Ringgit (MYR)

Type of transaction
Date of change
   No of securities
Price Transacted ($$)
Disposed
08/10/2009
68,000


Circumstances
by reason of which change has occurred
:
Disposal of shares
Nature of
interest
:
Direct interest
Direct (units)
:
17,437,200
Direct (%)
:
5.05
Indirect/deemed interest (units)
:
0
Indirect/deemed interest (%)
:
0
Total no of securities after change
:
17,437,200
Date of notice
:
12/10/2009

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发表于 2009-10-14 18:07 | 显示全部楼层
5131    ZHULIAN    ZHULIAN CORPORATION BHD
Quarterly rpt on consolidated results for the financial period ended 31/8/2009
Quarter:3rd Quarter
Financial Year End:30/11/2009
Report Status:Unaudited
Submitted By:Lam Voon Kean
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/08/200931/08/200831/08/200931/08/2008
RM '000RM '000RM '000RM '000
1Revenue83,42688,495228,065221,789
2Profit/Loss Before Tax29,48630,68871,55369,338
3Profit/Loss After Tax and Minority Interest23,82224,10357,35655,588
4Net Profit/Loss For The Period23,80124,10357,33555,588
5Basic Earnings/Loss Per Shares (sen)6.906.9916.6216.11
6Dividend Per Share (sen)3.003.009.008.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 0.88630.8101

Remarks:
On 14 October 2009, the Board of Directors have duly approved and declared a
Third Interim Single Tier Dividend of 3 sen per share of RM0.50 each in respect
of the financial year ending 30 November 2009.

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发表于 2009-10-14 18:10 | 显示全部楼层
本帖最后由 投资小子 于 2009-10-14 18:13 编辑

5131    ZHULIAN    ZHULIAN CORPORATION BHD  
Third Interim Single Tier Dividend 3 Sen  

Entitlement Details:
A Third Interim Single Tier Dividend of 3 sen per share of RM0.50 each.


Entitlement Type: Interim Dividend
Entitlement Date and Time: 12/11/2009  05:00 PM
Year Ending/Period Ending/Ended Date: 30/11/2009
EX Date: 10/11/2009
To SCANS Date:   
Payment Date: 26/11/2009
Interest Payment Period:   
Rights Issue Price: 0.000
Trading of Rights Start On:   
Trading of Rights End On:   
Stock Par Value:

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发表于 2009-10-14 19:36 | 显示全部楼层
业绩不错,还有股息。
RM2.00 很快就会来。
haio n anway Pe 11 - 13

珠链来个pe10 应该 ok吧!!

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发表于 2009-10-20 18:59 | 显示全部楼层
zhulian几乎没看过。。奇怪。。。是不是假像?我除了在highway看过它的广告牌,其他地方几乎没有它的消息。

谁有马来人的朋友做这个公司的吗?

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 楼主| 发表于 2009-10-21 18:09 | 显示全部楼层
Changes in Director's Interest Pursuant to Section 135 of the Companies Act. 1965
  Reference No CC-091021-59300
Company Name
:
ZHULIAN CORPORATION BERHAD   
Stock Name
:
ZHULIAN
Date Announced
:
21/10/2009

Information Compiled By Bursa Malaysia

Particulars of Director
Name
:
Teoh Beng Seng
Address
:
1-7-7, Block B, Green Lane Heights, Lintang Gangsa, 11600 Penang
Descriptions(Class &
nominal value)
:
Ordinary shares of RM0.50 each

Details of changes
Currency
:
Malaysian Ringgit (MYR)

Type of transaction
Date of change
No of securities
Price Transacted ($$)
Disposed
15/10/2009
500,000
1.720
Acquired
15/10/2009
375,000
1.720

[/td]

Circumstances
by reason of which change has occurred
:
Deemed interest - Disposal of shares by way of private arrangement via Sila Emas Sdn. Bhd.

Direct interest - Acquisition of shares by way of private arrangement
Nature of
interest
:
Direct and Deemed interest
Consideration (if any)
:

Total no of securities after change
Direct (units)
:
40,124,618
Direct (%)
:
11.63
Indirect/deemed interest (units)
:
180,577,342
Indirect/deemed interest (%)
:
52.34
Date of notice
:
21/10/2009

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发表于 2009-10-21 19:21 | 显示全部楼层
可能在给他的股票经纪人赚水钱吧。况且他卖出的股份都不到1%,应该没什么大问题。看来Zhulian回到合理价格了。

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 楼主| 发表于 2009-10-21 22:23 | 显示全部楼层
90# 无意的过客


觉得TH在"套现", 连续跌到星期一, 还在跌, 我就哭了...
明天在跌在买...

p/s: "买卖自负"

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发表于 2009-10-21 22:28 | 显示全部楼层
92# asimo


珠链的盈利能力到了极限?

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