【MAGNUM 3859 交流专区】万能 （前名MPHB 马化控股）

peng01

某处看到的。。。
8years 的blog...by HockHai...非常精要的分析。跟大家分享分享。。。

https://www.blogger.com/comment.g?blogID=8425718985135851619&postID=3170968076063117870

MPHB,3859 , 公司有买回自己的股票(Share buy back),庫存股(买回的股票)从2008年7月14日从50,000股买到2009年8月20日的
100,848,100股(1亿848千100),占总票数的10%,

然后在2009年8月26日宣布10送1庫存股,剩下3,489,731股,今年2010年2月共买回1040,000股,庫存股已累积到8,577,431股,占总票数的0.82%,

2008每股淨利14.2sen,本益比14.6.

2009年应可达到每股净利27sen,本益比PE=1.84/0.27=6.81,

四張牌已经开了三張,剩下最漂亮的一張,万能业绩占MPHB总业绩的90%以上,第四季万能推出新的jackpot,表现非常好,

去年的U-Mobile事件(市场上误解MPHB要投资电讯业)使到股价跌了8%,这个事件使BerjayaGroup的陈志远想辦法找钱来买回他坻押在AMbank的u-mobile股票.已免落入MPHB的手上.包括企业重组及上市.MPHB在这个事件put option就赚了三百万.

要推算MPHB的股价,可以拿BJTOTO来参考.
BJTOTO 股价RM4.22, EPS=32.68sen ,本益比PE=13.89,接下来的财政年应该维持在去年的水准.

所以重点在2月23日 MPHB 宣布的业绩报告
我们用最保守的方法来计算MPHB的股价会到那个价钱,
BJTOTO的PE折价30% 再 x MPHB的EPS(估计)= MPHB的股价,这是保守的估计.
13.89 x 0.7 x 0.27 =RM2.63 (PE=9.74还少过10)

股价是否会上到RM2.63,真的没有人会知道?但机率是65%??
你相信市场排第二的博彩股本益比PE会小过10吗？
另外如果你在2009年1月2日用RM1.09买入这个股,加上dividend,你已经赚了100%

百万千万梦想

业绩应该是昨天就出的，但延迟到今天就是为了要庆祝今晚大马史上最多的万能 JACKPOT 彩金 RM 3千万的诞生。。。

新力爱力新

回复 282# 百万千万梦想


    请问是从哪里知道什么时候会公布年报的呢？

湖俊

业报是看回去年大概在几时出，预算今年跟着几时出咯。

现在规定quarter end后，要在两个月内交出季报

新力爱力新

所以是根据往年的日期来推测的，还以為是哪里有公布可以查得到，呵呵，谢谢～

百万千万梦想

其实我们能不能这么想回MPHB和BJTOTO？？。。。

BJTOTO能有今天这么好的成就，能进入FMKLCI 30 是不是因为它的6和彩jackpot的业绩贡献呢？？？
如果今天BJTOTO和以前的万能一样只有4D生意罢了，它会有今天吗？？
如果大家都是只有4D生意罢了，BJTOTO今天的业绩会赢过万能这么多吗？？

那么今天万能抢回BJTOTO的6和彩jackpot的生意后，会不会越做越好呢？？

愚见。。愚见

wangwang9111

回复 90# 超笨无比

有5仙股息，都不错啦！

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2009

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2009	31/12/2008	31/12/2009	31/12/2008
		$$'000	$$'000	$$'000	$$'000
1	Revenue	874,959	827,066	3,323,417	3,137,244
2	Profit/(loss) before tax	170,395	72,561	525,095	346,508
3	Profit/(loss) for the period	148,228	67,967	452,864	282,920
4	Profit/(loss) attributable to ordinary equity holders of the parent	114,230	19,772	337,387	158,618
5	Basic earnings/(loss) per share (Subunit)	10.10	2.20	32.00	16.70
6	Proposed/Declared dividend per share (Subunit)	5.00	5.00	9.00	10.00
		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 ($$)	2.0300		2.0300

Remarks :

The Board of Directors recommends a final dividend of 5 sen per share less income tax of 25% for the year ended 31.12.2009. The proposed final dividend is subject to shareholders' approval at the forthcoming Annual General Meeting.

新力爱力新

全年股息比去年还少，而且负债蛮高一下的说，有谁知道公司的负债都用在什么地方？

有空再看一下年报。。

百万千万梦想

全年股息比去年还少，而且负债蛮高一下的说，有谁知道公司的负债都用在什么地方？

有空再看一下年报。。
新力爱力新 发表于 25-2-2010 08:48 PM

    负债是不是都用在私有化MAGNUM上了？？？？

新力爱力新

回复 289# 百万千万梦想


    原来是这样哦～

湖俊

那时候的magnum corp有很大条债务。私有化就是也要承担那个债务吧

feilong

我不明白这样好赚竟然会负债？

kimhorchan

今天乱乱飚哦！

百万千万梦想

今天MPHB top gainer up 32 sen….. RM 2.24

K男

他的CA更是一绝！！

Stock Name	MPHB-CA
Stock Code	3859CA
Last Price	0.335
Change	0.145
High	0.340
Low	0.185
Volume	307,497
25-Mar-2010 05:17 PM

yatlokfatt

政府将会合法化运动博彩？
http://www.malaysiakini.com/news/127429

百万千万梦想

BJTOTO的变去MPHB了，不可能kua..... ....相信这个的是笨蛋。。。。

MPHB at 52-wk high, soccer betting eyed

KUALA LUMPUR: Shares of MULTI-PURPOSE HOLDINGS BHD [] (MPHB) surged to a 52-week high of RM2.13 in intra-day trade on Thursday, March 25 on market talk its unit will benefit if soccer betting is legalised.

At 3.31pm, it was up 19 sen to RM2.11 with 13 million shares done while MPHB-CA added eight sen to 27 sen with 16 million units done.

Traders said the surge in the prices were due to speculation that MPHB's unit Magnum could benefit if the government allows soccer betting.

They added the company had also reported strong earnings in the fourth quarter ended Dec 31, 2009 with net profit at RM114.23 million while for the financial year ended, net profit was RM337.38 million. Its net asset per share was RM2.03.

MPHB is trading at price-to-earnings of 5.64 times at the previous days' closing price of RM1.92 while the average sector PE is 24.69 times.

source: http://www.theedgemalaysia.com/b ... r-betting-eyed.html

peng01

http://nexttrade.blogspot.com/2010/03/mphbs-secular-uptrend-may-have-started.html

MPHB has just broken above its strong horizontal resistance at RM2.00. In July last year, MPHB broke above its long-term downtrend line at RM1.90 & thereafter traded sideway for 8-9 months. The present breakout above RM2.00 could signal the start of a secular uptrend for MPHB. Its next resistance levels are RM2.25, RM2.70 & RM3.00.



Based on the above technical breakout, MPHB could be a good trading BUY.

湖俊

无端端又起，幸好我有上车。

寻宝之旅

回复 299# 湖俊


    请问师傅们，这一辆车是要“坐”长途的吗？