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发表于 1-4-2016 04:09 AM
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Type | Announcement | Subject | OTHERS | Description | TDM BERHAD-PROPOSED FIRST AND FINAL DIVIDEND | The Board of TDM Berhad is pleased to propose a first and final dividend of 1.2 sen per ordinary share, tax exempt under the single-tier system in respect of the financial year ended 31 December 2015, subject to the shareholders' approval at the forthcoming 51st Annual General Meeting.
This announcement is dated 31 March 2016 |
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发表于 3-6-2016 03:35 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2016 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2016 | 31 Mar 2015 | 31 Mar 2016 | 31 Mar 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 97,522 | 75,511 | 97,522 | 75,511 | 2 | Profit/(loss) before tax | -5,319 | -8,536 | -5,319 | -8,536 | 3 | Profit/(loss) for the period | -4,668 | -7,675 | -4,668 | -7,675 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -2,888 | -6,944 | -2,888 | -6,944 | 5 | Basic earnings/(loss) per share (Subunit) | -0.19 | -0.47 | -0.19 | -0.47 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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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 ($$) | 0.9500 | 0.9600
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发表于 10-6-2016 05:22 AM
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嘉隆发展
本财年净利可倍增
2016年6月10日
分析:大众投行
目标价:85仙
最新进展:
嘉隆发展(TDM,2054,主板种植股)日前公布截至3月杪首季净亏达288万8000令吉,优于上财年同期的694万4000令吉净亏。
首季营业额则从前一年同期的7551万1000令吉,扬升至29.1%至9752万2000令吉。
行家建议:
剔除汇率亏损1680万令吉和其他一次过亏损项目后,嘉隆发展本财年首季取得1440万令吉核心净利,按年增长超过1倍,相等于我们全年预测的20%,符合预期。
这强稳的表现主要来自种植业务的营业额按年增长41%,以及医疗保健业务营业额增18%。
此外,公司所持有的固定证券,也带来3300万令吉固定利息收入,相当于我们全年盈利预测的50%。
受益于强稳的棕油价格,以及3%至5%的鲜果串生产增长,我们预计嘉隆发展本财年的净利可倍增,并维持“超越大市”评级,以及给予85仙的目标价。
![](http://www.enanyang.my/wp-content/uploads/contentdir/image/61033/160610x804.JPG)
【e南洋】 |
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发表于 29-6-2016 08:35 PM
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本帖最后由 icy97 于 29-6-2016 09:28 PM 编辑
EX-date | 15 Jul 2016 | Entitlement date | 19 Jul 2016 | Entitlement time | 05:00 PM | Entitlement subject | First and Final Dividend | Entitlement description | Tax exempt under the single-tier system | 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 | Tricor Investor & Issuing House Services Sdn BhdUnit 32-01, Level 32, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No 8, Jalan Kerinchi, 59200 Kuala LumpurTelephone No. +603 2783 9299 | Payment date | 16 Aug 2016 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 19 Jul 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 | 0.012 | Par Value | Malaysian Ringgit (MYR) 0.200 |
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发表于 30-6-2016 01:50 AM
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Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
OTHER ISSUE OF SECURITIES | Description | TDM BERHAD ("TDM" OR "COMPANY")DIVIDEND REINVESTMENT SCHEME THAT PROVIDES THE SHAREHOLDERS OF TDM ("SHAREHOLDER(S)") WITH THE OPTION TO ELECT TO REINVEST THEIR CASH DIVIDENDS IN NEW ORDINARY SHARES OF RM0.20 EACH IN TDM ("TDM SHARE(S)") ("DRS") | (For consistency, the abbreviations used throughout this announcement shall have the same meanings as defined in the earlier announcement(s), where applicable, unless stated otherwise or defined herein.)
Reference is made to the Company’s announcements dated 31 March 2016, 30 May 2016, 31 May 2016, 2 June 2016 and 21 June 2016 in relation to the DRS.
On behalf of the Board, Public Investment Bank Berhad wishes to announce that the issue price of the new TDM Shares to be issued pursuant to the first (1st) DRS has been fixed today (“Price Fixing Date”) at RM0.61 per new TDM Share (“Issue Price”).
The Issue Price represents a discount of RM0.0671 or approximately 9.91% to the theoretical ex-dividend volume weighted average market price (“VWAMP”) of approximately RM0.6771, which was arrived at after taking into consideration the five (5)-day VWAMP up to and including 28 June 2016, being the last trading day prior to the Price Fixing Date of RM0.6891 per TDM Share and the Final Cash Dividend of 1.2 sen per TDM Share.
The entitlement date pursuant to the Final Cash Dividend and the first (1st) DRS has been fixed on 19 July 2016.
Barring any unforeseen circumstances, the new TDM Shares to be issued pursuant to the first (1st) DRS will be listed on the Main Market of Bursa Securities on 17 August 2016.
This announcement is dated 29 June 2016. |
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发表于 17-8-2016 04:17 AM
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1. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | Others | Details of corporate proposal | DIVIDEND REINVESTMENT SCHEME ON THE FIRST AND FINAL DIVIDEND IN RESPECT OF THE FINANCIAL YEAR ENDED 31 DECEMBER 2015 | No. of shares issued under this corporate proposal | 23,800,700 | Issue price per share ($$) | Malaysian Ringgit (MYR) 0.6100 | Par Value ($$) | Malaysian Ringgit (MYR) 0.200 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 1,505,462,380 | Currency | Malaysian Ringgit (MYR) 301,092,476.000 | Listing Date | 17 Aug 2016 |
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发表于 20-8-2016 06:50 AM
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Name | TERENGGANU INCORPORATED SDN BHD | Address | LOT PT 3071, KAWASAN PERINDUSTRIAN CHENDERING
KUALA TERENGGANU
21080 Terengganu
Malaysia. | Company No. | 725242P | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | ORDINARY SHARES AT RM 0.20 SEN PER SHARE | Name & address of registered holder | TERENGGANU INCORPORATED SDN BHDLOT PT 3071, KAWASAN PERINDUSTRIAN CHENDERING21080 KUALA TERENGGANUTERENGGANU | Details of changesCurrency: Malaysian Ringgit (MYR) Type of transaction | Description of Others | Date of change | No of securities
| Price Transacted ($$)
| Disposed | | 15 Aug 2016 | 550,000
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| Disposed | | 16 Aug 2016 | 1,407,100
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| Others | ALLOTMENT UNDER DRS | 16 Aug 2016 | 4,313,100
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| Others | ALLOTMENT UNDER DRS | 16 Aug 2016 | 13,812,800
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| Disposed | | 17 Aug 2016 | 1,164,300
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Circumstances by reason of which change has occurred | DISPOSAL OF SHARES - 550,000 SHARESDISPOSAL OF SHARES - 1,407,100 SHARESDISPOSAL OF SHARES - 1,164,300 SHARESDESCRIPTION OF OTHER TYPE OF TRANSACTION:-ALLOTMENT OF SHARES UNDER DIVIDEND RE-INVESTMENT SCHEME (DRS) - 4,313,100 SHARESALLOTMENT OF SHARES UNDER DIVIDEND RE-INVESTMENT SCHEME (DRS) - 13,812,800 SHARES | Nature of interest | DIRECT | Direct (units) | 933,149,877 | Direct (%) | 61.98 | Indirect/deemed interest (units) | 0 | Indirect/deemed interest (%) | 0 | Total no of securities after change | 933,149,877 | Date of notice | 18 Aug 2016 |
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发表于 1-9-2016 04:17 AM
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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 | 103,054 | 94,187 | 200,576 | 169,698 | 2 | Profit/(loss) before tax | 22,824 | 9,333 | 17,505 | 796 | 3 | Profit/(loss) for the period | 22,193 | 11,300 | 17,525 | 3,624 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 22,629 | 11,758 | 19,741 | 4,813 | 5 | Basic earnings/(loss) per share (Subunit) | 1.53 | 0.79 | 1.33 | 0.32 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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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 ($$) | 0.9700 | 0.9600
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发表于 14-11-2016 10:09 AM
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发表于 14-11-2016 10:09 PM
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本帖最后由 icy97 于 16-11-2016 06:40 AM 编辑
这股长期不錯。。。。![](static/image/smiley/miluegg/yes.jpg)
估值诱人.嘉隆蓄势待发
http://www.sinchew.com.my/node/1586999/
(吉隆坡14日讯)受惠于棕油价格走高以及健保业务成长良好,加上估值也比同行偏低,嘉隆发展(TDM,2054,主板种植组)蓄势待发。
丰隆研究表示,嘉隆发展约有70%获利来自种植业务,其余则为医院收入。公司旗下共有4万5197英亩种植园地,70%园丘位于大马;健保业务部份,目前则有4家医院正在营运,共有294张病床。
丰隆看好该公司发展,预测该公司2016年至2018年净利复合年均(CAGR)企于17%。
该行补充,该公司本益比(PE Ratio)处于12.8倍以及股价资产比0.69倍,比起同行低9.8%以及38%,估值诱人。
丰隆给予短期技术目标价为71仙,建议将止损点设在62.5仙。
股价:67.5仙
总股本:15亿零546万2380股
市值:10亿1618万7107令吉
30天日均成交量:234万股
最新季度营业额:1亿305万4000令吉
最新季度盈亏:净赚2262万9000令吉
每股净资产:97仙
本益比:11.56倍
周息率:1.79%
大股东:登嘉楼机构(61.20%)
文章来源:
星洲日报‧财经‧2016.11.15
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发表于 2-12-2016 03:09 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2016 | 30 Sep 2015 | 30 Sep 2016 | 30 Sep 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 102,776 | 98,573 | 303,352 | 268,272 | 2 | Profit/(loss) before tax | 22,663 | 10,521 | 40,168 | 11,317 | 3 | Profit/(loss) for the period | 22,829 | 10,863 | 40,354 | 14,487 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 23,417 | 11,318 | 43,159 | 16,131 | 5 | Basic earnings/(loss) per share (Subunit) | 1.56 | 0.76 | 2.87 | 1.09 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.9700 | 0.9600
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发表于 4-1-2017 04:13 AM
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Date of change | 01 Jan 2017 | Name | MR WAN ZALIZAN BIN WAN JUSOH | Age | 46 | Gender | Male | Nationality | Malaysia | Designation | Executive Director | Directorate | Executive | Type of change | Resignation | Reason | DUE TO HIS RESIGNATION AS THE CHIEF EXECUTIVE OFFICER (CEO) IN TERENGGANU INCORPORATED SDN BHD (TI), THE HOLDING COMPANY OF TDM BERHAD |
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发表于 6-1-2017 05:34 AM
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Date of change | 05 Jan 2017 | Name | DATO’ HAJI MOHAMAT BIN MUDA | Age | 61 | Gender | Male | Nationality | Malaysia | Designation | Managing Director | Directorate | Executive | Type of change | Appointment | Qualifications | Bachelor in Agricultural Science, Universiti Pertanian Malaysia | Working experience and occupation | Dato' Mohamat's past employment experiences includes the following:-1) Director General, RISDA Malaysia (Sept 2015 - June 2016)2) Deputy Director General (Development), RISDA Malaysia (Feb 2013-Sep 2015)3) General Manager (Grade 2), RISDA Plantation Sdn. Bhd (Oct 2010 - Oct 2011)4) Director (Grade 54), Productivity & Marketing Division, RISDA (Nov 2009 - Oct 2010)5) Director, Replanting & Estate Division, RISDA (Aug 2007 - Jan 2008)6) State RISDA Officer, Terengganu (July 2002 - Dec 2006)7) Manager, RISDA Plantation Sdn Bhd, Terengganu (Sept 1996 - Mac 2000) 8) Manager, NARSCO, Terengganu (Jan 1996 - Aug 1996)9) Mini Estate Manager, RISDA Terengganu (May 1991 - Dec 1995)10) District RISDA Officer, Kuala Krai/Gua Musang, RISDA Kelantan (Jan 1989 - Apr 1991)11) District RISDA Officer Besut/Setiu, Terengganu (Sept 1980 - Dec 1988)12) State Marketing Officer, RISDA Terengganu (Aug 1979 - Aug 1980)13) Assistant Director, RISDA Terengganu (Apr 1979)Currently, he is also a Director of RISDA Plantation Sdn.Bhd. |
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发表于 6-1-2017 11:52 AM
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本帖最后由 icy97 于 7-1-2017 01:51 AM 编辑
异军突起 - TDM
Friday, January 6, 2017
http://bblifediary.blogspot.my/2017/01/tdm.html
最近由于油棕价格大幅度走高,因此有许多投资者也开始关注跟油棕种植相关的种植股,而一些种植股因受投资者的追捧而走高。
投资者追捧种植股并非没有道理,因为7月至9月份时,CPO价格介于2200令吉至2600令吉之间;可是迈入2016年10月份后,CPO的价格已经从2600令吉走高至目前的3100令吉以上。
以下为2016年CPO每个月的均价:-
然而,棕油价格一片大好的时刻,却有很多种植公司在这个时候面对产量下跌的窘境。所以CPO走高未必会惠及所有油棕种植公司, 产量下跌或许还会抵消CPO价格上扬所带来的好处。
因此在挑选种植股的时候,必须特别留意产量和价格这两个因素。
目前,在众多种植股当中,我只留意一家种植公司,那就是TDM(嘉隆发展,2054,主板种植股)。
我会关注它的原因其实很简单,因为这家公司最近的产量提升。在大多数种植公司都面对产量下跌的时候,TDM的产量不仅没有下跌,反而还大幅度提升。
先来看看以下TDM截至2016年11月30日的油棕产量数据:
接着,再将以上数据按季来整理,结果如下:
2016年第一季:FFB 84987吨,CPO 16107吨,PK 4203吨
2016年第二季:FFB 92141吨,CPO 18327吨,PK 4625吨
2016年第三季:FFB 98267吨,CPO 19598吨,PK 4720吨
2016年第四季:FFB 91404吨,CPO 17223吨,PK 4784吨
注:第四季数据只有10月和11月,12月的数据还没公布
FFB = Fresh Fruit Bunches(棕果串)
CPO = Crude Palm Oil(棕榈油)
PK = Palm Kernel(棕仁)
从以上的整理后的数据来看,第四季虽然只公布了两个月的数据,但是无论在FFB、CPO及PK都已经接近,甚至超越第三季度的产量。
个人觉得只要12月份的产量不出差错,那么第四季总产量铁定会超越第三季。但要12月发生产量突发性暴跌的可能性几乎是不可能,
TDM第四季的业绩将会在2017年2月份公布,因此可留意该股的走势并且部署至2月业绩公布的时候。
免责声明:
以上投资分析,纯属本人个人意见和观点。
文章所提做出的数据与价格仅供参考,建议大家在买进一家公司的股份前,请先做功课并了解该公司,并衡量应何时进场和离场,任何人因看此文章而造成任何投资损失,本人恕不负责。切记,买卖自负!
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发表于 6-1-2017 10:17 PM
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哭哭鸟 发表于 6-1-2017 11:52 AM
Friday, January 6, 2017
异军突起 - TDM
TDM 另类2月之星
最近由于油棕价格大幅度走高,因此有许多投资者也开始关注跟油棕种植相关的种植股,而一些种植股因受投资者的追捧而走高。
投资者追 ...
我早前买的rm0.515.....还収着。。。![](static/image/smiley/onion/onion (24).gif) ![](static/image/smiley/onion/onion (24).gif)
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发表于 16-1-2017 09:58 PM
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本帖最后由 icy97 于 21-1-2017 05:22 AM 编辑
专注种植业务
嘉隆发展拟分拆医保业上市
2017年1月21日
http://www.enanyang.my/news/20170121/专注种植业务br-嘉隆发展拟分拆医保业上市/
(吉隆坡20日讯)嘉隆发展(TDM,2054,主板种植股)计划将旗下医疗保健业务分拆上市,以释放价值,并使母公司成为纯种植业者。
嘉隆发展集团董事经理拿督莫哈末慕达向《星报》透露,该公司预料3至5年内,成为纯油棕种植业者。
他说:“为了加强我们在种植领域的地位,分拆医疗保健业务是必须的。”
嘉隆发展的油棕种植地,主要在马来西亚和印尼。
该公司市值约为11亿令吉,旗下共有4家专科医院,主要由Kumpulan Media Uman私人公司管理。
莫哈末慕达披露,该公司正在进行精简活动、实施新程序及重组计划。
他说:“自1965年起,我们就已察觉到种植领域的潜质,且医疗保健业务赋予强劲潜力和机会,因此,在2004年进行组合合理化时,决定保持种植领域。”迄今,种植业务共占嘉隆发展总盈利的80%。
目标10万公顷种植地
至于经济规模,该公司的长期目标是达到10万公顷的种植地。目前,嘉隆发展在大马共有3万2000公顷的种植地,平均树龄为18年。
至于印尼,分别在Hak Guna Usaha区和Izin Usaha Perkebunan区,共有1万8000公顷和1万公顷的土地。
其中的1万3000公顷的土地,已用作种植活动。
过去5年,该公司在登嘉楼的平均鲜果串产量为每年每公顷16.81吨,略低于大马5年平均值的18.80吨。
截至2016财年,嘉隆发展原棕油的每吨生产成本约为1550令吉。 |
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发表于 24-1-2017 09:11 AM
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本帖最后由 icy97 于 25-1-2017 12:44 AM 编辑
TDM - 低调却非常有爆发性 (1)
CPO 价格站稳 3000 以上, 对很多园主都是大好消息, 但对股市投资者或许就没有那么兴奋, 因为 CPO 价格节节上升, 但比起之前的钢铁效应, 似乎种植股的动力并没有钢铁来得凶. 这是从网站看到的一些评语.
我觉得这样的比较或许不太恰当. 钢铁股很多是亏损业绩咸鱼翻身, 而且其股价很多都是从 18 层地狱翻转上来, 所以在双重激励下, 难免会看到龙腾虎跃的丰收现象.
种植公司很少陷入巨亏的状况, 果树长达 10 多年的丰收期,只要管理得当,这串串的果实就是累累的现金,加上多年前买下来的地皮潜在价值,很多优秀的种植公司即使在 CPO 价格疲弱的时期, 公司的估值依旧不便宜, 除了一些管理不当的官僚公司以外.
CPO 价格能维持多久没有人知道.因此,难免有些投资者选择拥有多年轻树龄的公司来预估公司未来的成长价值,也有些选择 low hanging fruits; 而我则两者通杀,只要觉得价格可以,就下手买一点.
TDM 我把它归类于 low hanging fruits, 属于随手摘来的果实.这一波的棕油股,TDM 显然稍微落后于其它的公司,可是我觉得它确有爆发力十足的条件,尤其是即将公布的业绩.TDM 的业务主要是种植,第二是医院.只是它还有另一个足以影响业绩的汇率投资.
首先,种植业贡献了绝大部分的盈利,而医院的盈利则刚开始,还处于载浮载沉的阶段.单单从数据来看, Q4-16 的产量比 Q3-16 来得高,再加上更高的价格,所以季对季的业绩肯定会好很多.TDM 若要显得更加吸引投资者,最好就是年对年的业绩也会亮眼!去年 Q4 的业绩特别标青,主要是因为疲弱的马币为公司一笔大约 RM300mil 的投资带来了庞大的汇率收益,这个将另外分析.
若单纯以种植业来评估,TDM 年对年的产量虽然下跌, 但受惠于价格高涨的利好,业绩也显然会比 2015 来得强.种植的盈利在某个程度上是由 CPO 价格主导比较明显.以CPO 做个简单的推算,在成本估计 1700/mt 的基础下,可以推算出以下的结果:
1. Q4-2015 总产量为 29,047, 平均售价 2200,则得利 : 14.5mil
2. Q4-2016 总产量为 24,461, 平均售价 2800,则得利 : 26.9mil
值得一提的是, PK 的价格涨得比 CPO 还凶!如果把 PK 的潜在盈利也计算进去,那可真的乖乖不得了了! 再这种双重盈利的激励下,我非常乐观的看待 TDM 即将出炉的业绩很有可能突破去年 EPS 3.83!
Stock FM 独钓寒江雪
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发表于 24-1-2017 09:51 PM
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本帖最后由 icy97 于 25-1-2017 12:46 AM 编辑
TDM - 种植以外的顾虑 (2)
若以纯种植业绩来推算, TDM 的业绩无论 Q0Q 或 YoY 都已经算是十拿九稳. 可偏偏它还有另外两个可能搞破坏, 也可能锦上添花的业务. 一是医院, 二是汇率; 而汇率的影响的确举足轻重, 足以颠覆TDM 即将爆好的业绩, 这不可不留意.
医院的盈利贡献目前还不大, 基本上不足以影响 TDM 整体的业绩表现. 无论如何, 做个简单的比较始终还是好的. 粗略的看, 我觉得或许 Q4 的业绩也会有小小的惊喜. 去年同期, Q4-15 TDM 的医院是处于亏损约 2 百万. 而从 2016 开始至今, 已经保持了连续 3 个季度的盈利. 盈利虽小, 却廖胜于无. TDM 的医院运作属于萌芽的阶段, 当然无法比较像 KPJ IHH 这样的大哥. 但若假以时日, 谁也无法确定山鸡是否也会变凤凰啊! 如果 Q4 保持稳定的营运, 只要报上没亏钱的业绩, 那么就等于是 YoY 带来负负得正的好效果.
TDM 当年发展印尼种植业务时有借贷印尼盾, 而且利息高昂. 这里不得不给管理层一个赞! 因为它同时也在美元疲弱时投资了一笔大约 300mil 的 fixed income, 目的是对冲那笔借贷可能出现的负影响. 美元的强势却为集团带来了丰厚的汇率收益 (反之亦然). 由于这笔投资额相当大, 而马币汇率波动也超乎寻常, 因此出现了足以无形中影响业绩的幕后操手.
据了解, 汇率盈亏的计算, 一般是用每个季度最后一天的汇率做计算. 从过往几个季度来探讨, 得以下结果 :
1. 31/12/2015, RM4.2975 >> forex gain 30.8mil
2. 31/03/2016, RM3.9280 >> forex loss 16.8mil
3. 30/06/2016, RM4.0064 >> forex gain 10.5mil
4. 30/09/2016, RM4.1318 >> forex gain 14.7mil
5. 31/12/2016, RM4.4845 >> Gain or Loss???
简单的比较下, 马币越弱, 外汇盈利越大! 如果计算方式无误, 那 31/12/2016 汇率处于历来最低的情况下, 会不会为集团带来超越 2015 30.8mil 的外汇盈利呢? 可能性应该非常大吧!
Stock FM 独钓寒江雪
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发表于 14-2-2017 03:34 AM
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Modipalm追债被驳回
嘉隆发展无财务损失
2017年2月14日
(吉隆坡13日讯)嘉隆发展(TDM,2054,主板种植股)宣布,印尼法庭已驳回Modipalm工程私人有限公司的追债申请。
嘉隆发展上周五向马交所报备,由于印尼法庭已驳回Modipalm工程追债申请,因此该公司不会有任何财务损失。
上周,CB工业产品(CBIP,7076,主板工业产品股)原棕油提炼厂建筑臂膀Modipalm工程私人有限公司在雅加达地方法庭申请限制令,向嘉隆发展子公司PT RAfi Kamajaya Abadi 追讨840万令吉债务。
Modipalm工程欲追讨2笔债务,分别为163万美元(约724万令吉),及35亿8000万印尼盾(约119万令吉)的欠款。【e南洋】
Type | Announcement | Subject | MATERIAL LITIGATION | Description | DECISION BY THE COURT ON "PERMOHONAN PENUNDAAN KEWAJIPAN PEMBAYARAN UTANG" (APPLICATION FOR SUSPENSION OF OBLIGATION OF PAYMENT OF DEBT) SUBMITTED BY MODIPALM ENGINEERING SDN BHD | For consistency purposes, the abbreviations and definitions used throughout this announcement are the same as those previously defined in the announcement dated 8 February 2017
Reference is made to the Company’s announcement dated 8 February 2016.
The Board of Directors of TDM Berhad wishes to announce that its subsidiary, PT Rafi Kamajaya Abadi (“PT RKA”) had on 9th February 2017 attended the hearing at the Central Jakarta Commercial Court.
The Hearing was scheduled for verbal decision by presiding judges.
The presiding judges decided to reject Modipalm’s petition against PT RKA on the basis that the debt/outstanding cannot be simply proven in accordance to the Permohonan Penundaan Kewajipan Pembayaran Utang ("PKPU") requirements.
With the above decision by Central Jakarta Commercial Court, the matter is now closed.
This announcement is dated 10 February 2017. |
Type | Announcement | Subject | MATERIAL LITIGATION | Description | FURTHER ANNOUNCEMENT ON PERMOHONAN PENUNDAAN KEWAJIPAN PEMBAYARAN UTANG (APPLICATION FOR SUSPENSION OF OBLIGATION OF PAYMENT OF DEBT) SUBMITTED BY MODIPALM ENGINEERING SDN BHD | Please refer to the announcement attached.
This announcement is dated 10 February 2017 | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5335097
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发表于 27-2-2017 07:34 PM
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本帖最后由 icy97 于 28-2-2017 01:56 AM 编辑
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS | Description | TDM BERHAD ("TDM")EXECUTION OF A HEADS OF AGREEMENT ("HOA") BETWEEN TDM AND TERENGGANU INCORPORATED SDN BHD ("TI") FOR THE PROPOSED ACQUISITION OF TI'S 42.64% EQUITY INTEREST IN LADANG RAKYAT TRENGGANU SDN BHD ("LADANG RAKYAT") ("PROPOSED ACQUISITION") | On behalf of the Board of Directors of TDM, CIMB Investment Bank Berhad wishes to announce that TDM had, on 27 February 2017, entered into a HOA with TI to acquire its entire 42.64% equity interest in Ladang Rakyat.
Please refer to the attachment for further details of the Proposed Acquisition.
This announcement is dated 27 February 2017. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5348493
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