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【TOMYPAK 7285 交流专区】多美包装
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本帖最后由 icy97 于 5-11-2011 12:13 AM 编辑
沉睡很久了, 會上就是好事.
Announcement Details/Table Section
The Board of Directors of Tomypak Holdings Berhad ("Company") wishes to announce that the Company intends to seek the approval of its shareholders for the authority for the purchase by the Company of its own shares of up to ten per centum (10%) of its issued and paid-up share capital (“Proposed Share Buy-Back”) at the forthcoming Annual General Meeting to be convened.
A circular to shareholders containing details of the Proposed Share Buy-Back will be despatched to the shareholders of the Company in due course.
This announcement is dated 31 March 2011. |
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发表于 31-3-2011 10:24 PM
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发表于 5-5-2011 06:46 PM
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Type : Announcement
Subject : GENERAL MEETINGS
OUTCOME OF MEETING
Description:
TOMYPAK HOLDINGS BERHAD wishes to announce that all resolutions under Ordinary Business (Resolution 1 to 7) and Special Business (Resolution 8 & 9) as per the notice for 16th Annual General Meeting ("AGM") dated 13 April 2011 were duly passed and carried at the said 16th AGM duly convened and held on 5 May 2011.
Proposed Share Buy Back 今天通过了 |
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发表于 5-5-2011 06:48 PM
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本帖最后由 Hope18 于 5-5-2011 06:49 PM 编辑
Company Name | : | TOMYPAK HOLDINGS BERHAD | Stock Name | : | TOMYPAK | Date Announced | : | 05/05/2011 |
EX-date | : | 24/05/2011 | Entitlement date | : | 26/05/2011 | Entitlement time | : | 04:00:00 PM | Entitlement subject | : | Interim Dividend | Entitlement description | : | TAX EXEMPT INTERIM DIVIDEND OF 1.4 SEN PER ORDINARY SHARES OF RM0.50 EACH |
| Period of interest payment | : | to | Financial Year End | : | 31/12/2011 | Share transfer book & register of members will be | : | 26/05/2011 to 26/05/2011 closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | : | SYMPHONY SHARE REGISTRARS SDN. BHD.(378993-D) OF LEVEL 9, SYMPHONY HOUSE, PUSAT DAGANGAN DANA 1, JALAN PJU 1A/46, 47301, PETALING JAYA, SELANGOR. |
| Payment date | : | 24/06/2011 |
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发表于 5-5-2011 06:57 PM
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发表于 5-5-2011 08:17 PM
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share buy back的股都是不会起的。
自己试试想一下如果你是要买的人,你会买越便宜越好还是越贵越好? |
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发表于 5-5-2011 08:32 PM
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share buy back的股都是不会起的。
自己试试想一下如果你是要买的人,你会买越便宜越好还是越贵越好?
there7788 发表于 5-5-2011 08:17 PM
一般公司會回收自家的股票,也証明它的營業額和生意被認同,所以內部的大股東都會開會,而提議公司回購股票,作為一種方式的投資,一但股票上漲,也可以賣出去,有則是用來付給小股東作為回饋的一種方式動作。
另一種就是自家股票受制他人,被人控制,所以回收股票,那市埸的流動量就會變少,所以這回收大都是有好處。{:3_84:}
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发表于 5-11-2011 12:15 AM
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券商心頭好.業務防禦性強 多美包裝續跑贏大市
財經04/11/2011 20:54
券商:聯昌證券研究
目標價:1.67令吉
多美包裝(TOMYPAK,7285,主要板工業)業務本身具防禦性,公司營業額在經濟不穩定期間抗跌,表現有望續跑贏大市。
該公司昨日宣佈業績,第三季盈利錄強勁成長,在原料價格走穩情況下,相信該公司有能力維持未來數季盈利成長動力,股息回酬6至8%。
目前,原料佔該公司生產成本的70至75%,其中大部分為原油;與今年次季原油價格高漲至每桶115美元(約359令吉)相比,目前每桶價格約90美元(約281令吉)。
倘若國際經濟局勢惡化,原油價格將再走低,卻不影響市場對公司產品及服務的需求,對多美包裝反而是喜訊一樁,可說是最壞時期已過。
同時,多美包裝約90%銷量來自抗跌的飲食業,這也顯示該公司業務本身具防禦性。
多美包裝今日股價受業績造好兼派息1.5仙帶動,以全日最高閉市起3仙至98仙,成交量19萬3500股。[ChinaPress] |
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发表于 3-1-2012 10:10 AM
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此股突然從0.995 跳到 1。08,有任何人收到什麽消息嗎? |
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发表于 29-2-2012 02:40 AM
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SUMMARY OF KEY FINANCIAL INFORMATION | 31/12/2011 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 31/12/2011 | 31/12/2010 | 31/12/2011 | 31/12/2010 | | $$'000 | $$'000 | $$'000 | $$'000 | 1 | Revenue | 51,546 | 49,420 | 212,413 | 184,258 | 2 | Profit/(loss) before tax | 3,182 | 5,061 | 14,054 | 17,564 | 3 | Profit/(loss) for the period | 2,239 | 4,200 | 11,404 | 15,851 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 2,239 | 4,200 | 11,404 | 15,851 | 5 | Basic earnings/(loss) per share (Subunit) | 2.06 | 3.87 | 10.48 | 14.65 | 6 | Proposed/Declared dividend per share (Subunit) | 1.50 | 1.40 | 5.80 | 5.60 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8600 | 0.8200 |
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发表于 29-2-2012 02:40 AM
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ompany Name | : | TOMYPAK HOLDINGS BERHAD | Stock Name | : | TOMYPAK | Date Announced | : | 28/02/2012 |
EX-date | : | 12/03/2012 | Entitlement date | : | 14/03/2012 | Entitlement time | : | 05:00:00 PM | Entitlement subject | : | Interim Dividend | Entitlement description | : | TAX EXEMPT INTERIM DIVIDEND OF 1.5 SEN PER ORDINARY SHARES OF RM0.50 EACH |
| Period of interest payment | : | to | Financial Year End | : | 31/12/2011 | Share transfer book & register of members will be | : | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | : | BOARDROOM CORPORATE SERVICES (KL) SDN. BHD. of Lot 6.05, Level 6, KPMG Tower, 8 First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor, Malaysia.
Telephone No.: 603-77201188 |
| Payment date | : | 28/03/2012 |
a. |
Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers |
| : | 14/03/2012 |
b. |
Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| : | |
c. |
Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. |
| Number of new shares/securities issued (units) (If applicable) |
| : | | Entitlement indicator | : | Currency | Currency | : | Malaysian Ringgit (MYR) | Entitlement in Currency | : | 0.015 |
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发表于 18-5-2012 05:41 PM
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SUMMARY OF KEY FINANCIAL INFORMATION | 31/03/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 31/03/2012 | 31/03/2011 | 31/03/2012 | 31/03/2011 | | $$'000 | $$'000 | $$'000 | $$'000 | 1 | Revenue | 52,143 | 51,355 | 52,143 | 51,355 | 2 | Profit/(loss) before tax | 4,888 | 3,270 | 4,888 | 3,270 | 3 | Profit/(loss) for the period | 3,526 | 3,004 | 3,526 | 3,004 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,526 | 3,004 | 3,526 | 3,004 | 5 | Basic earnings/(loss) per share (Subunit) | 3.23 | 2.78 | 3.23 | 2.78 | 6 | Proposed/Declared dividend per share (Subunit) | 1.50 | 1.40 | 1.50 | 1.40 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8800 | 0.8600 |
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发表于 14-8-2012 09:05 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/06/2012 | 30/06/2011 | 30/06/2012 | 30/06/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 55,918 | 54,782 | 108,060 | 106,137 | 2 | Profit/(loss) before tax | 7,164 | 3,021 | 12,051 | 6,291 | 3 | Profit/(loss) for the period | 5,460 | 2,757 | 8,986 | 5,761 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,460 | 2,757 | 8,986 | 5,761 | 5 | Basic earnings/(loss) per share (Subunit) | 5.00 | 2.54 | 8.24 | 5.32 | 6 | Proposed/Declared dividend per share (Subunit) | 2.00 | 1.40 | 3.50 | 2.80 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.9200 | 0.8600 |
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发表于 14-8-2012 09:05 PM
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TOMYPAK HOLDINGS BERHAD | 14/08/2012 05:13:31 PM |
EX-date | 06/09/2012 | Entitlement date | 10/09/2012 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Tax Exempt Interim Dividend of 2.0 sen per ordinary shares of RM0.50 each | Period of interest payment | to | Financial Year End | 31/12/2012 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | BOARDROOM CORPORATE SERVICES (KL) SDN. BHD. of Lot 6.05, Level 6, KPMG Tower, 8 First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor, Malaysia.
Telephone No.: 603-77201188 | Payment date | 02/10/2012 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 10/09/2012 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.02 |
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发表于 16-8-2012 01:47 AM
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券商買進心頭好.次季意外派息 多美包裝未來股息看漲
財經股市15/08/2012 20:22
券商:聯昌證券研究
目標價1.52令吉
多美包裝(TOMYPAK,7285,主要板工業)次季意外派息,使我們看好股息前景,提高2012至2014財年的股息派發率從30%至40%。
該公司昨日公佈次季業績,首半財年淨利按年增55.2%,同時建議派發股息2仙,令市場大感意外。
該公司目前淨股息回酬變得更誘人,介于6%至7.5%之間,正因如此,我們亦稍微下調財測。
換言之,多美包裝首半財年的淨股息派發率達到42%,高于我們預測的30%,但我們相信該公司從下半財年開始,有能力維持股息派發率在高水平。
我們為此提高該公司2012至2014財年股息派發率,從30%增至40%,未來的每股股息是33%。
基本上,多美包裝是少數可在每個季度都派發股息的小型資本股。
有別于同行耐慕志(DAIBOCI,8125,主要板工業),多美包裝持續專注于抗禦性強的食品業,未來也將尋求自行成長。
我們將調整該公司2013年的本益比,從原本的6.4倍增至7.4倍。
除了高股息回酬,多美包裝的低本益比估值亦是股價升高的潛在催化劑,維持跑贏大市投資評級。
該股今日股價表現受激勵,逆市走高,閉市時報1.13令吉,揚3仙,成交量172萬5900股。[ChinaPress] |
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发表于 27-11-2012 02:09 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2012 | 30/09/2011 | 30/09/2012 | 30/09/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 53,804 | 54,730 | 161,864 | 160,867 | 2 | Profit/(loss) before tax | 5,640 | 4,581 | 17,691 | 10,873 | 3 | Profit/(loss) for the period | 4,360 | 3,404 | 13,346 | 9,166 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,360 | 3,404 | 13,346 | 9,166 | 5 | Basic earnings/(loss) per share (Subunit) | 3.99 | 3.14 | 12.24 | 8.47 | 6 | Proposed/Declared dividend per share (Subunit) | 2.00 | 1.50 | 5.50 | 4.30 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.9400 | 0.8600 |
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发表于 27-11-2012 02:09 AM
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EX-date | 10/12/2012 | Entitlement date | 12/12/2012 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Tax Exempt Interim Dividend of 2.0 sen per ordinary share of RM0.50 each | Period of interest payment | to | Financial Year End | 31/12/2012 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | BOARDROOM CORPORATE SERVICES (KL) SDN. BHD. of Lot 6.05, Level 6, KPMG Tower, 8 First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor, Malaysia.
Telephone No.: 603-77201188 | Payment date | 04/01/2013 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 12/12/2012 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.02 |
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发表于 27-11-2012 11:26 PM
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Type | Announcement | Subject | OTHERS | Description | DIVIDEND POLICY | The Board of Directors of Tomypak Holdings Berhad (“Tomypak”) is pleased to announce that Tomypak has adopted a dividend policy of distributing a minimum 40% of the Tomypak Group's annual net profit to shareholders with immediate effect. It was noted that Tomypak has been paying dividends since 2009 to 2012 on a quarterly basis at an average ratio of 38% of the Tomypak Group's annual net profits.
In addition, the Board endeavours that the dividend will continue to be paid on a quarterly basis.
The adoption of the dividend policy indicates the Group's maturity as a public-listed entity, as well as the Board's confidence in Tomypak's financial prospects. This dividend policy also enables Tomypak shareholers to participate in the growth and profits of the Group and serves to reward its supportive investors.
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发表于 28-11-2012 02:45 AM
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券商買進心頭好.多美包裝 股息派發率或增至40%
財經股市27/11/2012 20:56
券商:聯昌證券研究
目標價1.63令吉
多美包裝(TOMYPAK,7285,主要板工業)第3季業績符合我們預期,並持續派息2仙,使我們看好股息前景,提高2012至2014財年股息派發率從30%至40%。
該公司27日公佈第3季業績,首9個月財年淨利按年增46%至1334萬6000令吉,營業額則按年增0.62%至1億6186萬令吉。
該公司目前淨股息回酬也相當誘人,介于6%至7%之間,正因如此,我們亦維持該公司財測,提高目標價至1.63令吉。
隨著市場對塑膠軟包裝需求正不斷增加,且材料價格也不斷上漲,我們預計多美包裝將有別于同行耐慕志(DAIBOCI,8125,主要板工業),持續專注于發展抗禦性強的食品業,並擴大該公司于本地及東南亞地區業務發展。
我們看好多美包裝該策略,預計該公司未來也將尋求自行成長,為該公司股東帶來更好好處。
多美包裝指出,該公司90%收入貢獻來自于餐飲(F&B)業,其中一半的收入來自于出口市場,包括東協國家。
該股閉市時報1.20令吉,揚3仙,成交量21萬3700股。[ChinaPress] |
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发表于 10-12-2012 01:36 PM
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一股作气:多美包装业务坚韧
一股作气 财经周刊 投资观点 2012-12-10 13:01
今年首9个月净利已超越2011全年,加上近期宣布明确的股息政策,多美包装(Tomypak,7285,主板工业产品股)可期成为小而美的股项。
内部增长计划推动下,集团已积极提升设备和提高产能,以迎合需求增长以及新客户。
同时,包装产品范围主要为食品与饮料类型,一般上不易受经济不景造成重大冲击,业务性质属坚韧。
多美包装是国内领先的伸缩性包装材料生产商之一,通过旗下子公司,生产和经销塑料包装材料、聚乙烯、聚丙烯薄膜和板材,以及热成型板材。
其中,集团所生产的包装产品范围,包括零食、轻便食品、糕饼类、饮料、调味料、家居品和宠物食品。
集团的业务主要在本地和出口市场。
出口市场的海外客户,大部分来自亚洲区域。
不少知名公司如卡夫、联合利华、雀巢、合成、妈咪大宝达、阿波罗食品等,都是集团的主要客户。
提升设备内部增长
近期宣布的季度业绩表现上,多美包装取得亮眼的净利,首9个月达到1335万令吉,已高于2011全年的1140万令吉。
之后,集团再为股东捎来明确的股息政策消息,计划将至少40%的净利,派作为股息。
肯南嘉研究预计,今明年的每股盈利分别达16.1仙和18.6仙,而每股股息派发预测为6.9仙和7.9仙。
以周五的闭市价格RM1.19计算,若派发的股息符合预测,今年的周息率为5.8%,而明年则达6.6%。
专注内部增长计划下,多美包装持续投资和提升其设备,以满足增长中的需求以及新客户。
今年以来,集团已投入1200万令吉提高其产能,并且预计在2013年将再支出900万令吉用在印刷机和层压机,料将提高产能约6%。
同时,据肯南嘉研究的了解,新加坡两家公司在近期也已成为多美包装的客户,估计可推高集团在2013年的营收,幅度至少2%到3%。
根据年报数据显示,多美包装在2007年取得1亿4893万令吉营业额,隔年上扬至1亿8284万令吉,但2009年则下滑到1亿5908万令吉,2010和2011年回升到1亿8426万令吉和2亿1241万令吉。
至于净利,也从2007年的154万令吉,连续两年大幅飙升至763万令吉和2002万令吉新高后,在2010年回跌至1585万令吉,以及去年为1140万令吉。
然而,根据今年首3个季度的净利达到1335万令吉,年度化计算为1780万令吉;而今年首9个月的营业额为1亿6186万令吉。
进军饮食业市场
展望未来,尽管外围因素不稳定,集团相信,其产品需求将维持强劲,且将持续扩大产能以及改善营运效率。
在长期策略方面,多美包装将通过行销策略增强其伸缩性包装领域的业务地位,并预见新兴市场的商机。
据知,集团有意进军新兴市场如越南和印尼,特别是在这些新市场饮食领域。
同时,集团认为,一旦新兴市场的饮食包装提高标准,将可推高伸缩性包装的需求,对集团而言是一个机会。
然而,在投资风险方面,鉴于大部分的原料为原油,因此,一旦国际原油价格走强,将对集团的盈利造成影响。
今年起40%净利派息
自2009年以来,多美包装在每个季度皆有派发股息,至今平均股息派发率为净利的38%,而从今年开始,将派发至少40%的净利为股息。
股息派发记录上,因净利呈下滑现象而出现同样的趋势,2009年为12仙,而2010和2011年分别为7.7仙和5.8仙。
今年首9个月,多美包装已派发5.5仙股息(包括在12月10日除权的2仙股息),年度化周息率达6%。
依据过去四个季度的盈利表现和最新的股数计算,股目前的估值水平,相等于本益比8倍,而价格对比账面价值为1.27倍。
值得注意的是,根据大马交易所的董事股权变动资料显示,两位董事成员也以1.17令吉到1.19令吉的价位增持股份。
截至2012年9月,集团的现金与现金等值为1268万4000令吉;总贷款合计达2482万6000令吉,相比股东权益1亿203万3000令吉,比率为0.24倍。[Nanyang]
本文纯属分析,仅供参考,并非推荐购买或脱售。
投资前请咨询专业金融师。
股悦 本帖最后由 icy97 于 10-12-2012 01:38 PM 编辑
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