ANNJOO 6556 基本分析

股票总数： 500569000股
EPS: -27.06SEN
ROE: -14.62
DPS: 1.0 SEN
PE: -3.88
DY: 0.95
CURRENT PRICE: 1.05
SHAREHOLDER EQUITY: 1.85
TOTAL LIABILITIES: 3.03
CASH ON HAND: 0.11

2015年存货RM951Mil （1.90）
倘若钢铁涨价贡献30%盈利/存货涨价增长的话，存货将变成每股2.47。
只有70%的存货是品质好及卖得出的，市值马上值1.73。

HUPSENG 5024 基本分析

股票总数： 800000000股
EPS: 6.84SEN
ROE: 32.51
DPS: 5.01SEN
PE: 19.73
DY: 3.71
CURRENT PRICE: 1.35
SHAREHOLDER EQUITY: 0.20
TOTAL LIABILITIES:0.10
CASH ON HAND:0.06

2015 PAT = RM54.7MIL
2014 PAT = RM38.1MIL
2013 PAT = RM36.7MIL
2012 PAT = RM32.5MIL
2011 PAT = RM18.6MIL
 

EPF 抛售TMABUN

EPF 从今年2月持股TAMBUN 23652900股，
至今已减持至21426600股。
出售了2226300股。

SSTEEL 5665 基本分析

SSTEEL

股票总数： 419417000股
EPS: -26.16SEN
ROE: -13.89
DPS: 0 SEN
PE: -3.86
DY: 0
CURRENT PRICE: 1.01
SHAREHOLDER EQUITY: 2.17
TOTAL LIABILITIES: 3.98
CASH ON HAND: 0.11

2013年营收2823mil 盈利44mil。
2014年营收2814mil 盈利31mil。
2015年营收2530mil 亏损137mil。
平均2013和2014年盈利1.3%，营收增加9mil将贡献13mil盈利；
2015年亏损主要为投资热轧卷的生产损失。
假如将来营收回到2820mil 的水平，才能盈利40mil.
倘若刚贴涨价贡献30%盈利增长的话，盈利不过是52mil 或EPS 12sen。
PE 10倍的话 目标价1.20。
热轧卷的生产稳定后每年可以贡献15-30mil或3.5sen-7sen EPS。

关键是铁价回升后，营业额能增加多少呢？

PADINI 7052 基本分析

PADINI


股票总数： 657910000股
EPS: 16.67SEN
ROE: 24.9
DPS: 10.0SEN
PE: 13.14
DY: 4.57
CURRENT PRICE: 2.19
SHAREHOLDER EQUITY: 0.61
TOTAL LIABILITIES: 0.30
CASH ON HAND: 0.20

SHL 6017 基本分析

SHL

股票总数： 242124000股
EPS: 43.65SEN
ROE: 15.2
DPS: 25.01SEN
PE: 6.76
DY: 8.48
CURRENT PRICE: 2.95
SHAREHOLDER EQUITY: 2.94
TOTAL LIABILITIES: 0.79
CASH ON HAND: 1.09
PROPERTY / LAND = RM446MIL = 1.84

(AS AT 30JUNE2015)
HOLDING SHARE 100K UNIT ABOVE = 92.29%
10K-100K = 4.4%
1K-10K = 3.14%
LESS THAN 1K = 0.17%

TAMBUN 5191 基本分析

TAMBUN

股票总数： 424366000股
EPS: 23.83SEN
ROE: 22.09
DPS: 9.67SEN
PE: 5.83
DY: 6.96
CURRENT PRICE: 1.39
SHAREHOLDER EQUITY: 1.08
TOTAL LIABILITIES: 0.74
CASH ON HAND: 0.42
LAND HOLD = RM338MIL = 0.79
PROPERTY HOLD = RM110MIL = 0.26

TAMBUN-WA 总数7400185股
转换价0.60
转换比例1：1
现股价0.81
MATURITY DATE: 30/5/2017

母股目标价2.38
WA目标价1.78

跟踪30大股东的股份占有率：

跟踪30大股东的股份占有率：
PADINI - 74.67%
SSTEEL - 93.34%
ANNJOO - 80.35%
TAMBUN - 76.94%
HARTA - 80.55%
TOPGLOV - 63.26%
HIAPTEK - 67.28%
LTKM - 80.17%
LAYHONG - 93.60%
PRLEXUS - 59.30%
ZHULIAN - 84.67%
CSCSTEL - 69.83%
MSC - 71.51%
HBGLOBAL - 85.28%
KAWAN - 93.04%
ENGTEX - 27.66%
CANONE - 72.59%
HAPSENG - 89.35%
HUPSENG - 76.15%
QL - 67.97%
ECS - 81.43%
KIMLUN - 75.02%
SPSETIA - 93.70%
AXIATA - 80.07%
ECOWORLD - 84.52%
E&O - 69.98%
MYEG - 67.31%
COCOLAND - 84.98%
JOBST - 83.39%
KMLOONG - 78.57%