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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 2009-10-21 22:35 | 显示全部楼层
93# 炭炒


其实我也注意到了...
之前我就说:"希望保持EPS就好了"
我个人还预测今年EPS 会比去年底, 不过看了Q3业绩, 还是比我料想中好一点点点而已,
所以下季报告终EPS猜测大概20仙-22仙

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发表于 2009-10-21 22:43 | 显示全部楼层
93# 炭炒


其实我也注意到了...
之前我就说:"希望保持EPS就好了"
我个人还预测今年EPS 会比去年底, 不过看了Q3业绩, 还是比我料想中好一点点点而已,
所以下季报告终EPS猜测大概20仙-22仙
asimo 发表于 2009-10-21 10:35 PM

这珠链会不会从成长股变成高息股? 到时候股息才是重点,价差其次。

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 楼主| 发表于 2009-10-21 23:04 | 显示全部楼层
本帖最后由 asimo 于 2009-10-21 23:12 编辑

92# 炭炒


我下一次买价位是1.5XX
希望会是想SAP和ZJ research的目标价2.00++
http://prokariot.co.cc/board/download.php?view.113
http://prokariot.co.cc/board/download.php?view.112

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发表于 2009-11-12 14:08 | 显示全部楼层
对于Zhulian的"保守估计"(我的第一次,留个记录.)

EPS at 2009Q4 = 6 sen, total EPS for 2009 = 22.62 sen.

dividend for 2009Q4 = 4 sen, total dividend for 2009 = 13 sen.

price at 2009-nov-11 = RM 1.64, PE = 1.64/0.2262 = 7.25 (<8).
以 PE = 8 来算, price = 8x0.2262 = RM 1.81.

DY (RM 1.64) = 0.13/1.64 = 7.9%, DY (RM 1.81) = 0.13/1.81 = 7.2%
min DY 都有 7% (>FD).

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x 569
发表于 2009-11-14 10:40 | 显示全部楼层
猪链开始扩建了(亲眼所见). 但不清楚是为何用途.

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x 569
发表于 2009-11-19 23:36 | 显示全部楼层
看她的建筑工程告示, 是建新的建筑. 与 Asia File 同一排.

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 楼主| 发表于 2009-11-20 16:04 | 显示全部楼层
100# 独孤求胜


Zhulian Corporation Bhd Reports Unaudited Consolidated Earnings Results for the Third Quarter and Nine Months Ended August 31, 2009
10/14/2009

Zhulian Corporation Bhd reported unaudited consolidated earnings results for the third quarter and nine months ended August 31, 2009. For the quarter, the company reported profit attributable to shareholders of the company of MYR 23,801,000 or 6.90 sen per basic share on revenue of MYR 83,426,000 compared to profit attributable to shareholders of the company of MYR 24,103,000 or 6.99 sen per basic share on revenue of MYR 88,495,000 for the same period a year ago. Profit from operations was MYR 23,822,000 against MYR 26,050,000 last year. Profit before taxation was MYR 29,486,000 against MYR 30,688,000 last year. The revenue for the current quarter under review was higher than the immediate preceding quarter, mainly contributed by higher demand from the overseas. The increase in profit before tax was in line with the increase in revenue and also contributed by the drop in expenses incurred during the current quarter. For the nine months, the company reported profit attributable to shareholders of the company of MYR 57,335,000 or 16.62 sen per basic share on revenue of MYR 228,065,000 compared to profit attributable to shareholders of the company of MYR 55,588,000 or 16.11 sen per basic share on revenue of MYR 221,789,000 for the same period a year ago. Profit from operations was MYR 59,526,000 against MYR 54,323,000 last year. Profit before taxation was MYR 71,553,000 against MYR 69,338,000 last year. Net cash from operating activities was MYR 57,934,000 against MYR 36,686,000 last year. As at August 31, 2009, there were capital commitments of MYR 0.6 million, mainly in respect of building renovation.

source: http://investing.businessweek.co ... hot.asp?ric=ZHCO.KL

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发表于 2009-11-20 16:08 | 显示全部楼层
看她的建筑工程告示, 是建新的建筑. 与 Asia File 同一排.
独孤求胜 发表于 2009-11-19 23:36


到底它在槟岛有几件厂房?

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x 1
发表于 2010-1-10 12:29 | 显示全部楼层
本帖最后由 Kelvinkcm 于 2010-1-10 12:33 编辑

ZHULIAN technically looks promising
Company Profile
An investment holding company involve in manufacturing and selling consumer products mainly costume jewelery(25%) and nutritional(20%) via MLM concept. Founded 1989, listed in KLSE on 2007. Its revenue contributed by extensive network in Asian region being Malaysia(60%), Thailand(32%) and others.

Financial Result
For the past 5yrs, PBT has been firm from RM52.7m in FY04 to RM95m in FY08, which is pretty consistent. For the 9months FY09, it had recorded net income of RM57.3m, RM18m shy of FY08 net profit RM74.7m, which i think is achievable. It current ratio is healthy at 4.6x thanks to more effective sales receivable.


Technical Outlook
Closing price RM1.65 on 8/1/10 is an immediate support. Fibonacci shows RM1.65 as a breakout point too. Few days observation is needed to ensure it stay above. If so, i can see a CUP forming by end of this month. MACD cross down is a bad sign tough.


Stock Valuation
ZHULIAN has a P/E of 7.6x and div yield of 6.7% based on rm1.65. Based on its steady performance for the past 5yrs, and dividend payout policies of at least 60% net profit. This stock is attractive.

Overall
FY09 last quarter result due to announce in 2 weeks time. I dont expect its eps to match 3rd quarter as we know its 3rd quarter use to be a peak season in conjunction with Hari Raya celebration. However, the full year earning should be as good as FY08. I also fancy the technical outlook and this is the time to ACCUMULATE.

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发表于 2010-1-18 15:06 | 显示全部楼层
5131    ZHULIAN    ZHULIAN CORPORATION BHD  
Application For An Extension Of Time  

Application For An Extension Of Time Until 6 March 2010 To Comply With The
Public Shareholding Spread Requirement Pursuant To Paragraph 8.02(1) Of The
Listing Requirements
Reference is made to the approval letter dated 15 January 2010 from Bursa
Malaysia Securities Berhad (Bursa Securities).
Zhulian Corporation Berhad (the Company) wishes to announce that the Company
has been granted by Bursa Securities an extension of time until 6 March 2010 to
comply with the public shareholding spread pursuant to Paragraph 8.02(1) of the
Listing Requirements.
According to the Register of Depositors as at 31 December 2009, the percentage
of public shareholding spread of the Company is 24.99%.

The Company would take the following steps to comply with the Required Public
Shareholding Spread (Rectification Plan) :-
i)        The Directors and/or the substantial shareholders of the Company will take
cautious steps to dispose of portion of their shareholding.
ii)        To notify and update the Directors of the Company including its
subsidiaries on the level of the percentage of shareholding spread of the
Company from time to time and to monitor closely on their movement of
shareholdings.
The Company will ensure that the Rectification Plan is implemented and to
rectify its public shareholding spread within the extension of time granted.


18/01/2010   12:45 PM

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发表于 2010-1-18 15:26 | 显示全部楼层
应为他们只要丢几十粒就可以了。。。做莫要要求延长呢?
我猜会有东西发生。。

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发表于 2010-1-18 20:36 | 显示全部楼层
本帖最后由 炭炒 于 2010-1-18 20:38 编辑
应为他们只要丢几十粒就可以了。。。做莫要要求延长呢?
我猜会有东西发生。。
joye 发表于 2010-1-18 03:26 PM

也许会有10% Private placement给新杂波的Wilmar International  届时,珠链将成为第二个3A
珠链的股价走势蛮乐观,只要站稳1.77,日后还有好日子

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发表于 2010-1-18 21:27 | 显示全部楼层
为什么是Wilmar International? 3A是什么?
dapkl 发表于 2010-1-18 08:46 PM

Wilmar International 是丰益国际,是郭鹤年的大本营

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发表于 2010-1-18 21:49 | 显示全部楼层
原来如此,

JJ,请问private placement 叫作场外交易是吗?
有什么目的?
Passion 发表于 2010-1-18 09:44 PM

不是交易。
是公司另外发售新的股票给第三方。这将导致股数增加,并冲淡每股盈利。

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发表于 2010-1-18 22:13 | 显示全部楼层
这样说,珠链不是牺牲小股东的利益给别人?
无端端多了10%。。
eps会少了。

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发表于 2010-1-18 22:36 | 显示全部楼层
本帖最后由 炭炒 于 2010-1-18 22:46 编辑
这样说,珠链不是牺牲小股东的利益给别人?
无端端多了10%。。
eps会少了。
joye 发表于 2010-1-18 10:13 PM

若那个“别人”是 丰益国际,简直好像中彩票酱

越过1.77之后,似乎没啥阻力

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发表于 2010-1-18 22:56 | 显示全部楼层
Wilmar International 是丰益国际,是郭鹤年的大本营
炭炒 发表于 2010-1-18 21:27


师姑。
我知道是丰益国际,我是问,为何private placement给丰益国际?。3A是什么来的?

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发表于 2010-1-18 22:57 | 显示全部楼层
117# dapkl


哎呀!打个比喻罢了啦!
3A是一间food ingredient manufacturer,它就是private placement给Wilmar所以股价起到爆表

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发表于 2010-1-18 23:25 | 显示全部楼层
zhulian 需要符合上市公司公众持股条例。
只是不懂所丢出来的票会是谁去接。如果是丰益的话 (假设),walau, ho se liao!!

JJ, 是否可以 hut 大大力下去了?

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发表于 2010-1-18 23:29 | 显示全部楼层
118# 炭炒

不可能给 Wilmar 吧, Wilmar 好像没有做珠宝生意的。

好奇的问,Zhulian 有 private placement mer?

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