【OCNCASH 0049 交流专区】元宙集团

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	17,813	19,201	72,808	68,581
2	Profit/(loss) before tax	1,923	2,463	6,513	7,786
3	Profit/(loss) for the period	1,799	2,517	4,914	6,503
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,799	2,517	4,914	6,503
5	Basic earnings/(loss) per share (Subunit)	0.81	1.13	2.20	2.92
6	Proposed/Declared dividend per share (Subunit)	0.01	0.00	0.01	0.00
		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 ($$)	0.2603		0.2208

哭哭鸟

大马基本面大师-冷眼先生的新宝贝
浅谈 OCNCASH (0049)

主要业务为生产无纺布与汽车地毡等汽车配件。市值只有区区的7千5百万。保留盈利强劲，比率为 1.6对1，绝对有派发红股的能力。2014财政年第3季度出现亏损的原因主要为公司因处置PE模块化机与报废一些固定资产而导致一次过亏损 RM 1.694mil。可喜的是，据2014年报指出，公司来自日本、泰国、中国与本地的销售都获得健康地增长。

公司管理看好行业前景，并表示业务不会因GST政策的出现而放缓。公司于印尼的厂房预计将在下个月(6月)完成。这将为公司注入第二条生产线。与此同时，公司的第一条生产线也将搬移至新地点，以提高生产量。管理层也在年报中强调了无纺布部门的前景，并看好该部门的销售会在2015财政年获得双位数增长。

技术面
阻力：0.385，0.36
支撑：0.325，0.31

共勉之~

* 下图显示冷眼先生(Fong Siling)刚刚成为OCNCASH 30大股东。年报于5月12日刚刚出炉。



转帖：KLSE 游击队

哭哭鸟

0049    OCNCASH    OCEANCASH PACIFIC BHD

Quarterly rpt on consolidated results for the financial period ended 31/03/2015

Quarter: 1st Quarter Financial Year End: 31/12/2015 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/03/2015 31/03/2014 31/03/2015 31/03/2014 RM '000 RM '000 RM '000 RM '000 1 Revenue 20,404 17,406 20,404 17,406 2 Profit/Loss Before Tax 2,674 2,226 2,674 2,226 3 Profit/Loss After Tax and Minority Interest 2,224 1,791 2,224 1,791 4 Net Profit/Loss For The Period 2,224 1,791 2,224 1,791 5 Basic Earnings/Loss Per Shares (sen) 1.00 0.80 1.00 0.80 6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.2706 0.2603

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2015	30 Jun 2014	30 Jun 2015	30 Jun 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	21,859	19,856	42,263	37,263
2	Profit/(loss) before tax	2,749	2,251	5,423	4,477
3	Profit/(loss) for the period	2,447	1,806	4,671	3,598
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,447	1,806	4,671	3,598
5	Basic earnings/(loss) per share (Subunit)	1.10	0.81	2.09	1.61
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		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 ($$)	0.2816		0.2603

icy97

Type	Announcement
Subject	OTHERS
Description	DE-REGISTRATION OF GUANGZHOU OCEANCASH FELTS TRADING LTD, AN INDIRECT WHOLLY-OWNED SUBSIDIARY OF OCEANCASH PACIFIC BERHAD ("DE-REGISTRATION")
The Board of Directors of Oceancash Pacific Berhad ("OCP" or "Company") wishes to announce that Guangzhou Oceancash Felts Trading Ltd ("GOFTL"), an indirect wholly-owned subsidiary of OCP, has today, 12 November 2015 received notification that the State Administraton of Industry and Commerce had granted approval for de-registration of GOFTL on 16 October 2015 and de-registration of the Business Code Certificate on 29 October 2015 ("De-Registration"). Please refer to the attachment for full details of the announcement. This announcement is dated 12 November 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4917885

Attachments De-Registration of Subsidiary-GOFTL.pdf

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	19,463	17,732	61,725	54,995
2	Profit/(loss) before tax	2,762	112	8,186	4,589
3	Profit/(loss) for the period	2,414	-483	7,086	3,114
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,414	-483	7,086	3,114
5	Basic earnings/(loss) per share (Subunit)	1.08	-0.22	3.18	1.40
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		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 ($$)	0.2947		0.2603

icy97

EX-date	08 Dec 2015
Entitlement date	10 Dec 2015
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Single Tier Interim Dividend of RM0.007 per Ordinary Share of RM0.10 Each.
Period of interest payment	to
Financial Year End	31 Dec 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	SECTRARS SECVICES SDN BHDNo 28-1, Jalan Tun Sambathan 3Brickfields50470Kuala LumpurTel:0322746133Fax:0322741016
Payment date	30 Dec 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10 Dec 2015
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	10 Dec 2015
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	0.0070
Par Value	Malaysian Ringgit (MYR) 0.100

icy97

Date of change	25 Nov 2015
Name	MR TAN WEY CHIEN
Age	29
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	Mr Tan Wey Chien graduated with a Bachelor of Arts (Hons) Degree in Accounting and IT from the University of Manchester in the United Kingdom.  He is also a member of the Certified Practicing Accountants of Australia and a registered member of the Malaysian Institute of Accountants.
Working experience and occupation	Prior to joining Oceancash Group of Companies in 2010, he was attached with Ernst & Young as Auditor for a year.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Chief Executive Officer and Executive Chairman, Mr Tan Siew Chin - FatherNon-Independent Non-Executive Director, Ms Chen Lee Chew - Mother
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct - 0Indirect : 132,073,180(1) Mr Tan Siew Chin - 97,982,840 *(2) Ms Chen Lee Chew - 34,090,340 *** Deemed interested as per Sections 6A and 122A of the Companies Act 1965 by virtue of his father's, Tan Siew Chin shareholdings.** Deemed interested as per Sections 6A and 122A of the Companies Act 1965 by virtue of his mother's, Chen Lee Chew shareholdings.
Due Date for MAP	25 Mar 2016

icy97

Date of change	25 Nov 2015
Name	MR LOR SENG THEE
Age	48
Nationality	Malaysia
Designation	Alternate Director
Directorate	Executive
Type of change	Appointment
Qualifications	Mr Lor Seng Thee graduated in 1990 with a Bachelor of Building Degree (B.BUILD) from the University of New South Wales in Sydney, Australia.
Working experience and occupation	He began his career in the construction and property development industry and has been working in various capacities for 6 years before joining Oceancash Felts Sdn Bhd as Operations Manager in 1997.  Mr Lor Seng Thee has been with the Company since its formation.  He is currently the Group General Manager of Oceancash Group of Companies, a position he assumed in 2006.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Son of Executive Director, Mr Lo Pong Kiat @ Lor Hong Ling.
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct - 4,535,040 Indirect - 4,999,800 ** Deemed interested as per Sections 6A and 122A of the Companies Act 1965, by virtue of his father's, Lo Pong Kiat @ Lor Hong Ling shareholdings.
Due Date for MAP	25 Mar 2016

哭哭鸟

Last Price     Today's Change       Day's Range
0.455       +0.015 (3.41%)      0.445 - 0.465

4 Weeks Range:    0.385 - 0.465
52 Weeks Range:    0.275 - 0.47

哭哭鸟

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	17,700	17,813	79,425	72,808
2	Profit/(loss) before tax	1,822	1,923	10,008	6,513
3	Profit/(loss) for the period	1,836	1,799	8,922	4,914
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,836	1,799	8,922	4,914
5	Basic earnings/(loss) per share (Subunit)	0.82	0.81	4.00	2.20
6	Proposed/Declared dividend per share (Subunit)	0.01	0.01	0.01	0.01
		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 ($$)	0.2969		0.2603

icy97

Date of change	31 May 2016
Name	MISS CHEN LEE CHEW
Age	63
Gender	Female
Nationality	Malaysia
Designation	Non-Independent Director
Directorate	Non Independent and Non Executive
Type of change	Resignation
Reason	Internal board restructuring
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications
Working experience and occupation
Family relationship with any director and/or major shareholder of the listed issuer	Chief Executive Officer and Executive Chairman, Mr Tan Siew Chin - HusbandExecutive Director, Mr Tan Wey Chien - SonNon-Independent Non-Executive Director, Mr Tan Siew Tyan - Brother-in-lawSubstantial Shareholder, Ms Tan Chin Ming - Sister-in-law
Any conflict of interests that he/she has with the listed issuer	No
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct : 34,090,340Indirect : 101,694,300*(1) Mr Tan Siew Chin - 97,982,840 (2) Mr Tan Siew Tyan - 1,352,420 (3) Ms Tan Chin Ming - 2,359,040                                  * Deemed interested as per Sections 6A and 122A of the Companies Act 1965 by virtue of her husband's, Tan Siew Chin, her brother-in-law's, Tan Siew Tyan and her sister-in-law's, Tan Chin Ming, shareholdings.

哭哭鸟

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2016	30 Jun 2015	30 Jun 2016	30 Jun 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	21,037	21,859	39,615	42,263
2	Profit/(loss) before tax	2,671	2,749	3,512	5,423
3	Profit/(loss) for the period	2,659	2,447	3,829	4,671
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,659	2,447	3,829	4,671
5	Basic earnings/(loss) per share (Subunit)	1.19	1.10	1.72	2.09
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		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 ($$)	0.3123		0.2960

哭哭鸟

分析报告 - 分享

OCNCASH是本专页近期非常关注的一支股票。随着最新FY16Q3的业绩出炉，这证明了等待是正确的。其盈利按年按季分别增长29%和17%，创下有史以来新高。

公司的企业发展和成长因素在这不提。展望未来，管理层预计FY16的盈利表现会比FY15更好。换句话说，管理层非常有信心OCNCASH的FY16盈利可超越FY15的RM8.92m。

假设OCNCASH有能力交出一整年RM10m的盈利。以223.00m股数来计算，OCNCASH的潜在每股盈利将会是4.48仙。再以10-12倍PE推算，OCNCASH的每股潜在价值处在RM0.45-0.54之间。

下个月即将是2016年的最后一个月份。为了感谢大家的支持，在此和大家分享另一家本专页明年非常看好的小型企业。这家公司的投资风险非常低，下跌空间也非常小。然而，却得不到外界的关注。本专页预计这家公司明年的盈利可按年成长40-50%，其股价也还有最少30%的涨幅。

RH Research

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2016	30 Sep 2015	30 Sep 2016	30 Sep 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	20,639	19,463	60,253	61,725
2	Profit/(loss) before tax	3,387	2,762	6,898	8,186
3	Profit/(loss) for the period	3,104	2,414	6,932	7,086
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,104	2,414	6,932	7,086
5	Basic earnings/(loss) per share (Subunit)	1.39	1.08	3.11	3.18
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		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 ($$)	0.3280		0.2960

icy97

EX-date	09 Dec 2016
Entitlement date	14 Dec 2016
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Single Tier Interim Dividend of RM0.007 per ordinary share of RM0.10 each in respect of the financial year ending 31 December 2016.
Period of interest payment	to
Financial Year End	31 Dec 2016
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	Sectrars Management Sdn BhdLot 9-7 Menara Sentral VistaNo 150 Jalan Sultan Abdul Samad Brickfields50470 Kuala LumpurTel No : 03-22766138Fax No : 03-22766131
Payment date	30 Dec 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14 Dec 2016
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	0.007
Par Value	Malaysian Ringgit (MYR) 0.100

kj_tai

这只股可以买吗？为何都没有人在讨论？好冷门

哭哭鸟

谈股系列8-浅谈Oceancash- 你的baby有用尿布吗?
17 Jan 2017

Oceancash有两个主要业务分别是1) 生产无纺布(non-woven fabric),可用于尿布，口罩等；2）生产汽车毡等（felt）。                              

什么是无纺布（non-woven fabric）？Any textile products produced without weaving processing. Strands of fibres are interlocked, normally by using chemical or heat treatment process.                                       

而,Oceancash的无纺布产品都是用热能加工处理，因为如果使用化学物可能会造成皮肤敏(尿布,口罩)。                                       
Oceancash RM0.42, P/E 10.7, ROE 12%, 市值 RM93.7M.                                       

Oceancash未来前途如何?   

这与汽车(automotive)及一次性卫生用品(disposable hygiene products) 销售有直接关系.                                                                                       

阿笔预计Oceancash felt业务盈利不会好，因为我国汽车销售数据不好，但希望印尼汽车销售有所成长，从而使到Oceancash felt业务的盈利不会差强人意。                                                                                       
其实，Oceancash的felt业务是一门好生意。因为其他国家(除了ASEAN country)的felt进口到我国将会有20% Import duty!!。至于，尿布需求是否有成长? 近年来，中国及印尼经济成长，人民收入增加，所以，对优质尿布需求也有所增加。中国一胎治政策的改变也会提升尿布的需求。



所以，一些日本尿布商都分别设立新厂增加产量。(http://asia.nikkei.com/Markets/Tokyo-Market/Daio-Paper-eyes-Asian-diaper-sales-to-double-foreign-profit)                                                                                       
Oceancash拥有5个生产无纺布设备，能够生产高达500 tonnes per month的无纺布。而在2月2016，当时生产量大约75-88%(375-440 tonnes) (http://www.theedgemarkets.com/my/article/oceancash%E2%80%99s-non-woven-unit-drive-growth-2016)。如今，公司已经下订单购买价值大约RM4M的spooling machine来提升产品质量。                                                                                       

以上是Oceancash在2004年IPO招股说明书,38页(IPO prospectus)关于该公司生产机械设备的资料。在当时(2004年)，一部生产无纺布机械只需RM2.24M，而现在一个spooling machine就要RM4M!!。可见这spooling machine对无纺布的生产有举足轻重的位子。                                                                                       
Add on:

• 印尼汽车销售数据 : https://www.marklines.com/en/statistics/flash_sales/salesfig_indonesia_2016
• 印尼汽车生产数据 : https://www.marklines.com/en/statistics/flash_prod/productionfig_indonesia_2016
• 我国汽车销售&生产数据:
  

http://paultan.org/2016/11/17/maa-october-2016-slow-month-for-car-sales-activity-expected-to-pick-up-in-nov-ytd-down-13-9/                             
http://paultan.org/2016/12/19/maa-nov-2016-car-sales-slightly-up-ytd-still-13-7/                              

• Worldwide infant formula sales set to rocket as China ends one-child policy http://www.dairyreporter.com/Markets/Worldwide-infant-formula-sales-set-to-rocket-as-China-ends-one-child-policy
  

注:阿笔个人持有该公司股份，但并非该公司董事，顾问或员工。以上投资分析，纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失，阿笔恕不负责。                                                                                       
免责声明：以上言论纯属读者分享,并没有任何买卖建议，或推高股压低价的其他企图，怒本网站不对你的盈亏负任何责任，谢谢                                

哭哭鸟

0049           OCNCASH           OCEANCASH PACIFIC BHD      

Quarterly rpt on consolidated results for the financial period ended 31/12/2016

Quarter: 4th Quarter Financial Year End: 31/12/2016 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/12/2016 31/12/2015 31/12/2016 31/12/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 23,433 17,700 83,687 79,425 2 Profit/Loss Before Tax 3,494 1,822 10,392 9,816 3 Profit/Loss After Tax and Minority Interest 3,217 1,836 10,149 8,724 4 Net Profit/Loss For The Period 3,217 1,836 10,149 8,724 5 Basic Earnings/Loss Per Shares (sen) 1.44 0.82 4.55 3.91 6 Dividend Per Share (sen) 0.01 0.01 0.01 0.01 As At End of Current Quarter As At Preceding Financial Year End 7 Net Tangible Assets Per Share (RM) 0.3374 0.2960

哭哭鸟

元宙集团 Ocncash 0049 的操作布局
Author: reason4invest   |   Publish date: Fri, 17 Mar 2017, 09:37 PM
https://klse.i3investor.com/blogs/reason4invest/118575.jsp

元宙集团 Ocncash (0049)

主要业务：生产汽车地毡与无纺布。无纺布用于纸尿片，手术服装包括手术帽子或口罩。

        
        2016Q4业绩是三年的新高，这种股当然不能逃离我们的扫描。
        
业绩好= 马上部署买入吗？当然不是，也要初步计算一下到底PE到底是不是合理呢？

以Rolling 4Q的EPS来计算PE，当时的PE=9.89，看起来不高。

PE低哦？马上排队买入了吗？当然不是，要看看季报有没有什么一次性收入，营业额有没有成长，公司未来展望之类的。。
        先看看对比revenue ，2016对比2015营业额取得5.28%的增长。

净利润2016年对比2015的营业额取得16%的增长。


        
再来看看业绩的review。YoY 的净利润提高主要归功于营业额提升，加上外汇盈利。

公司也净利润如果排除，在印尼新厂的depreciation expenses和新产品的trial run费用，应该会更高。

公司展望呢？管理层预计2017将比2016年的业绩更好！

        


业绩公布的日期是2月23号。股价第二天又微微启动了一些，之后两个交易日就回调了
而我们觉得这个回调将会是一个买入的机会，毕竟Ocncash的业绩净利润已达到了3.2m，如果接下来几个季度可以保持或更好，绝对有机会达到RM20m （3-5年净利润=RM20m转主板的其中一个条件）
        
如果业绩保持，EPS=1.44 * 4 = 5.76cent，当时价格为0.44-0.45，PE=7.72。

如果合理PE=9, 合理价格=0.52 (Tp1)

如果合理PE=10，合理价格=0.57 (Tp2)

这种操作布局，只要市场认同股价估值偏低，加上业绩稳健增长，十个股票里基本上有8个在回调后都有操作的机会，重点是要勤劳找股票，看财报如同看财宝般，多看多读就能了解，不懂的话就多问。你也能买到像Ocncash这样的盈利增长股，在14个交易日里就达到了30.6%的盈利！