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2009年8月3日星期一

今天的交易 3/8/09

之前的记录：
Nestle 的持股成本是 RM 19.50
现金： 95%
股票： 5%

今天的买价是每股RM32。
持股成本上升到 RM25.75。
现金： 87%
股票： 13%

离开上次买入Nestle，已经接近一年了。


这个月的目标应该是买到现金剩50% 为止。

Posted by tan81 at 8/03/2009 03:44:00 下午

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1 条评论:

匿名 说...

I have done some research on two property counter. Any idea or comment are most welcome.

(1) Kumpulan Fima
Apart form upcoming dividend of 3sen, Kfima is alernative to fimacorp (60% subsidary proeprty counter) to indirectly expose to concessionaire secruity printing business, which is solid cash cow.

With gradually mature palm oil plantation in indonesia, fiamcorp has make turnaround and report huge profit jump in plantation division.

Recently, Kfima also increase its property portfolio by exchange 4 parcel of leaseland to 14 office units at Tower B, PJ Trade Centre.

Hence, current earning driver for KFima are Manufacture secruity priniting, plantation (both through Fimacorp), bulking and property investment income.

In turn of valuation, Kfima is one of the still undervalue stock in the market now.

EPS 2008: 17.7sen, NTA: 1.27, nearing zero gearing; dividend: 3sen. If based of historical PE:5x, Kfima potential subject to re-rating up to 88sen.

(2) Oriental Interest (OIB)
OIB is property counter mainly develop property in Kedah and manufacure rubber wood product, but through associate company, it also derive profit from palm oil plantation.

OIB is cash rich company (net cash per share : 75sen/share) and high dividend: 10sen (9.1% yield). Expect to propose its dividend together its Q4 result by this month. OIB may rich in valaution in turn of PE, but its NTA is at RM3 and almost 70% current share price is consist of cash value.

2009年8月12日 17:54

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