Thursday 30 April 2015

2015年4月月度报告

四月很快的结束了,很多公司都在这个月或下个月举办AGM,有很多资讯可以从AGM里获得!


20年的梦想组合:
PRESBHD: +73.24%
MATRIX: +16.77%
月度成绩: +67.68%


短期投机:
TUNEINS:+6.51%
KAREX:+33.36%
CANONE:+27.1%

PRESBHD在这个月没有公布获得合约,所以股价也稍稍回软了,更何况前几天整个马股都在跌,能保持这价格其实很不错了!不过根据基金经理们在投资大马盛会中与PRESBHD的CEO交流过后得知,一直迟迟未续约的3P和ICC已经开始进行中了,MARA投资30%股权于UniMY的时间即将完成,而潜在的PISA计划最快将在今年内落实。然后最重要的一点,持有过亿现金的PRESBHD终于要展开并购了!预计将在今年内完成一项可以提供永续收入的资产,这也是公司CEO从去年就开始提出的recurring income的有利印证。 经过前两季大幅度滑落的业绩之后,更可以断定CEO的方向是正确的,单单靠订单的生意是很难持续的,除非你订单拿到手软!


TUNEINS和KAREX在没有再一步的利好消息,股价也随大势稍稍滑落了!



 老豆老妈退休金组合:
免费股: CBIP-WA

CBIP: +0.76%
PRESBHD: +73.21%
TAMBUN: +15.78%
MATRIX: +16.77%
月度成绩: +38.94%



TAMBUN在昨天公布了业绩,业绩进一步突破新高,还建议派息6.7SEN, 合计全年9.7SEN股息,DY达到5%以上!而且未入账销售还有4亿多,今年将推出价值5亿的产业,在GST的时代估计还有一番作为!

 
 M组合(虚拟):
CANONE: +27.1%
 
 

CANONE收购20% 股权案终于被BURSA通过了,估计尽快就会寄CIRCULAR给股东了!在AGM当中被问到ASPIRE收购KIANJOO事件几时可以完结时,Mr Chee说他也不懂,得视乎DATO SEE本人意愿,现在他是在高庭败诉后到上诉庭上诉,要使上诉庭再度驳回他的请求,他还可以到联邦大法院去申诉,这样一来一回还会拖个一两年!

1 comment:

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