23/4/08
今天买进了一个股。 买了5000units.
暂时不可以公布它的名字，很抱歉。因为答应了某位网友，得到他的允许后，自然会把研究拿出来分享。
先说说研究的经过。通过财务报告，我发现这家公司隐瞒了某些盈利。我认为，不到一年的时间，这笔盈利一定会在财报里，浮现出来。以现在的本益比买进，约为7.5倍。可是把该项盈利计算进去，这家公司可能会有4倍的本益比。本来还想拜访它，因为有许多不确定的数字。可是，今天的量突然上涨许多，所以就忍不住以高出自己目标价格的RM0.015买进了。
也许受到了市场乐观的气氛影响和Evergreen的打击。
经过那位网友的允许，我将公开该项研究。在这里谢谢他的分享和给与的机会。
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2008年4月24日星期四
不能说的秘密
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2 条评论:
hello,
I am a small shareholder of xxx. Thanks for bring the company to succeeds.
There are a few questions that i hope you may help me with.
After going through the recent Quoter report, i found that there is some unhealthy situations in the company finance.
Trade receivables number is hiking a new high. The number even is higher than the earning of xxx.
Means, company has earning in business,but receive no cash from client. Is the company having any difficulty to collect cash from client?
If possible, please advise me that the amount of money own by the largest client and what is that company?
How many months of credit terms for xxx clients?
From the point of management, how much is trade receivables will change to bad debts provision?
Up to date, any further reduction or increase in trade receivables and cash? please advise the estimated figures.
How is the business in China? as i have not find any income from that development in the last report.
According to the agreement, the profit sharing is monthly basis, am i right?
If you find that is too difficult to answer via email, i am willing to visit the management if you able to arrange a special appoinment for me.
Thanks for time to considering my queries.
I am looking forward to hearing from you.
Thank you very much.
２７／５，我把“不能说”卖完了。原因是它的财报依然有问题。不符合管理层的回答和保证。
虽然它的账目或许有问题，我卖出的价钱，依然让我净赚２０％或ＲＭ２２２。
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