CBIP 2013年第三季度业绩+宣布派息了!

最近CBIP也公布业绩了, 业绩和我预测的差不多, 我预测今年内是不会有很大的发展了, 因为种植业还没那么快贡献业绩, 前几年的高成长已经不复存在了. 我们还是看看业绩吧:

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000
1	Revenue	136,093	108,701	429,861	373,595
2	Profit/(loss) before tax	28,944	30,274	72,789	79,172
3	Profit/(loss) for the period	24,921	28,023	65,497	218,997
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,988	27,083	59,515	215,089
5	Basic earnings/(loss) per share (Subunit)	8.29	10.09	22.43	80.16
6	Proposed/Declared dividend per share (Subunit)	5.00	10.00	10.00	50.00

这次的REVENUE增加了, 但是PAT和EPS都跌了, 看了看报告, REVENUE增加是因为SPV业务贡献所致, 因为这一季度很多SPV订单完成了. 然而油较场业务的贡献下降了, 因为这一季度很少PROJECT BILLING.

总体来说, CBIP还是在前进的道路上的, 预测今年EPS 30SEN左右, 现在的股价来看的话, PE10左右, 已经到了我心中的合理价, 所以不会再买进或增持, 除非明年业绩继续有成长.

CB INDUSTRIAL PRODUCT HOLDING BERHAD

Type	Announcement
Subject	OTHERS
Description	CB INDUSTRIAL PRODUCT HOLDING BERHAD (“the Company”) - Second Interim Single Tier Dividend for the Financial Year Ending 31 December 2013
The Board of Directors of the Company is pleased to declare a second interim single tier dividend of 10% per ordinary share of RM0.50 each in respect of the financial year ending 31 December 2013.  The dividend entitlement and payment dates will be announced in due course.  This announcement is dated 21 November 2013.

同时, CBIP也宣布了派第二期股息, 惟除权日和过户日稍后再公布. (PS: CBIP就喜欢这样, 在公布业绩的同时就宣布派息, 但是不会立刻公布除权日期, 根据我以往的经验, 除权日期会在一个月后才知道, 然后等到过户日也是2014年的事了, 估计在1月尾还是2月初吧)

预计今年DPS也就10SEN左右而已, 以我父母的平均价, DY有3.7%左右, 稍稍高过FD吧!