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楼主: 红鸡

【YB 5048 交流专区】(前名 YILAI)

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 楼主| 发表于 28-9-2008 01:34 AM | 显示全部楼层

回复 60# 90765119 的帖子

哈哈,近来较忙,应为考试将近! 谢谢关心!也感谢您提醒我是时候更新此贴!
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 楼主| 发表于 28-9-2008 01:36 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2008

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2008
30/06/2007
30/06/2008
30/06/2007
RM'000
RM'000
RM'000
RM'000
1Revenue
38,463
30,652
62,831
58,158
2Profit/(loss) before tax
5,542
6,240
8,593
12,180
3Profit/(loss) for the period
4,378
5,254
6,810
9,602
4Profit/(loss) attributable to ordinary equity holders of the parent
4,378
5,254
6,810
9,602
5Basic earnings/(loss) per share (sen)
2.74
3.28
4.27
6.00
6Proposed/Declared 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 attributable to ordinary equity holders of the parent (RM)
1.1600
1.1800
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 楼主| 发表于 28-9-2008 01:37 AM | 显示全部楼层
Company Name
:
YI-LAI BERHAD  
Stock Name
:
YILAI
Date Announced
:
20/08/2008


EX-date
:
16/10/2008
Entitlement date
:
20/10/2008
Entitlement time
:
04:00:00 PM  
Entitlement subject
:
Interim Dividend
Entitlement description
:
An interim tax exempt dividend of 3.0 sen per ordinary shares of RM0.50 each  
Period of interest payment
:
to
Financial Year End
:
31/12/2008
Share transfer book & register of members will be
:
20/10/2008 to 20/10/2008 closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no
:
TenagaKoperat Sdn. Bhd. of 20th Floor, Plaza Permata, Jalan Kampar, Off JalanTun Razak, 50400 Kuala Lumpur. Tel : 603-40416522.
Payment date       
:
18/11/2008
a.
Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
:
20/10/2008
b.
Securities deposited into the Depositor's Securities Account before12:30 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
:
RM
Entitlement in RM (RM)
:
0.03

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 楼主| 发表于 28-9-2008 01:51 AM | 显示全部楼层
Company Name        :YI-LAI BERHAD
Stock Name         :YILAI
Date Announced        :24/09/2008
Date of buy back        :24/09/2008
Description of shares purchased: Ordinary Shares of RM0.50 each

Total number of shares purchased (units):  48,800

Minimum price paid for each share purchased (RM):0.565
Maximum price paid for each share purchased (RM):0.585
Total consideration paid (RM):  27,891.56
Number of shares purchased retained in treasury (units):1,231,000

Cumulative net outstanding treasury shares as at to-date (units):1,231,000
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 楼主| 发表于 28-9-2008 03:32 AM | 显示全部楼层
从第二季度的报告来看,销售额有向上增涨 不过成本的涨幅更大!
由于面对其他区域的价格竞争,公司很难转移其成本。。电费和汽油的涨幅成本相信能在第三季度的报告显现出来,因此,各位投资者要有心理准备其profit margin 会有明显的下降!

但是,生意还是有的做的,尤其是其地理的优势应该能扶它一把。。。不过,如果和 白马的成绩相比,单单谈品牌知名度,得却输了一栽!

不过,yilai是少数能将瓷砖生意打理的较 efficency的一间。。管理层的实力还在的。。

cash is king,"管理属保守型,把现金存放在FD而不做其他的投资的看法看来需要改变了!"

一间稳健的公司必须能在公司处于安全时期"未雨绸缪",存点"干粮"以防在"经济不稳定是能派上用场"。。从yilai 逐量,逐量的 回购自家股票来看,一来 证明管理层对公司有信心,二来可以稳顶股价,而且能改善 shareholder investment ratio, 最重要是我觉得 公司用 RM 1的现金买 RM2的资产 是一笔不错的投资!也满意管理层的风险管理!

至于股息方面,比上一年减少,不过,今年股息预计在 (6sen 免tax),以 rm 0。58 的价格,dividend yield 大概 10%,对于一些 保守派 或 专攻股息的 投资者应该 蛮吸引吧!
不过,请注意,由于股息除全日尚未过,此股徘徊在 rm 0。56-0。58 之间,相信除全日一过,此股会距续下跌,而且股息也有可能下跌。。

虽然如此,根据小弟观察,无论 股价是多少,yilai管理层依然能维持大概 6%的 dividend yield。。。因此,如果投资者如能以合理的价钱购买该股,相信不但能享受其不错的"果实",幸运的话,可能 能享受"其母树的额外增值!!

祝 大家 投资愉快!

(注意:此乃属个人吹水意见,不要向我讨数锯,因为我"没做功课",只属个人分享!)
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 楼主| 发表于 24-2-2009 12:54 PM | 显示全部楼层
Financial Results
Reference No CC-090217-62237

Company Name
:
YI-LAI BERHAD  
Stock Name
:
YILAI
Date Announced
:
23/02/2009
Financial Year End
:
31/12/2008
Quarter
:
4
Quarterly report for the financial period ended
:
31/12/2008
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
[email protected]


Remark:




SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2008

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2008
31/12/2007
31/12/2008
31/12/2007
RM'000
RM'000
RM'000
RM'000
1Revenue
26,613
25,895
119,138
112,652
2Profit/(loss) before tax
2,887
3,200
16,836
21,203
3Profit/(loss) for the period
2,386
2,766
13,184
17,646
4Profit/(loss) attributable to ordinary equity holders of the parent
2,386
2,766
13,184
17,646
5Basic earnings/(loss) per share (sen)
1.51
1.73
8.28
11.03
6Proposed/Declared dividend per share (sen)
3.00
4.00
6.00
9.00








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 (RM)
1.2000
0.1800
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发表于 4-3-2009 11:15 PM | 显示全部楼层
这间公司的股东太过保守。没有什么大计划进行。。股息还不错啦!现金多但不懂得expand...
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 楼主| 发表于 28-4-2009 08:41 PM | 显示全部楼层
Changes in Director's Interest Pursuant to Section 135 of the Companies Act. 1965
  Reference No CC-090420-53842
Company Name
:
YI-LAI BERHAD   
Stock Name
:
YILAI
Date Announced
:
20/04/2009

Information Compiled By Bursa Malaysia

Particulars of Director
Name
:
Hsieh Yu-Tien
Address
:
61 Jalan Pinang 1, Taman Kota Kulai, 81000 Kulai, Johor.
Descriptions(Class &
nominal value)
:
Ordinary Shares of RM0.50 each

Details of changes
Type of transaction
Date of change
No of securities
Price Transacted (RM)
Disposed
16/04/2009
70,000

Disposed
17/04/2009
30,000










































Circumstances
by reason of which change has occurred
:
Disposal.
Nature of
interest
:
Direct.
Consideration (if any)
:

Total no of securities after change
Direct (units)
:
1,500,006
Direct (%)
:
0.95
Indirect/deemed interest (units)
:
0
Indirect/deemed interest (%)
:
0
Date of notice
:
17/04/2009

Remarks
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 楼主| 发表于 28-4-2009 08:45 PM | 显示全部楼层
Changes in Director's Interest Pursuant to Section 135 of the Companies Act. 1965
  Reference No CC-090424-62822
Company Name
:
YI-LAI BERHAD   
Stock Name
:
YILAI
Date Announced
:
28/04/2009

Information Compiled By Bursa Malaysia

Particulars of Director
Name
:
Hsieh Yu-Tien
Address
:
61 Jalan Pinang 1, Taman Kota Kulai, 81000 Kulai, Johor.
Descriptions(Class &
nominal value)
:
Ordinary Shares of RM1.00 each

Details of changes
Type of transaction
Date of change
No of securities
Price Transacted (RM)
Disposed
24/04/2009
24,000

Disposed
24/04/2009
26,000










































Circumstances
by reason of which change has occurred
:
Disposal
Nature of
interest
:
Direct
Consideration (if any)
:

Total no of securities after change
Direct (units)
:
1,450,006
Direct (%)
:
0.92
Indirect/deemed interest (units)
:
0
Indirect/deemed interest (%)
:
0
Date of notice
:
24/04/2009

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 楼主| 发表于 23-5-2009 04:26 PM | 显示全部楼层
Financial Results
Reference No CC-090511-43763

Company Name
:
YI-LAI BERHAD  
Stock Name
:
YILAI  
Date Announced
:
21/05/2009
Financial Year End
:
31/12/2009
Quarter
:
1
Quarterly report for the financial period ended
:
31/03/2009
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
YLB 310309.doc


Remark:




SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2009

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2009
31/03/2008
31/03/2009
31/03/2008
RM'000
RM'000
RM'000
RM'000
1Revenue
22,828
24,368
22,828
24,368
2Profit/(loss) before tax
1,634
3,051
1,634
3,051
3Profit/(loss) for the period
1,191
2,432
1,191
2,432
4Profit/(loss) attributable to ordinary equity holders of the parent
1,191
2,432
1,191
2,432
5Basic earnings/(loss) per share (sen)
0.75
1.52
0.75
1.52
6Proposed/Declared 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 attributable to ordinary equity holders of the parent (RM)
1.2100
1.2000


Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

Remarks :


© 2009, Bursa Malaysia Berhad. All Rights Reserved.
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 楼主| 发表于 23-5-2009 04:41 PM | 显示全部楼层
小弟看了此公司最新的业绩报告,结论是:
1)现金流控制的不错(这里指 存货,debtor 和 creditor)不过, 投资和维护 工厂机械上 花费很大
2)公司没有竞争能力,在 marketing 和 advertising 的花费十分 吝啬,白马就不同,大量打广告令消费者铭记脑中!
3)其 profit margin 明显降了很多,sales demand 令人失望,如果 和 其 竞争者比较 white horse,差的很远!

总结:这不是一项好的投资!(虽然有些是看中其 高股息 和 其 net asset per share,不过,以一个生意人的角度去 forecast,这不会维持很久!)

谢谢!
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发表于 25-6-2009 02:37 PM | 显示全部楼层
红鸡谢谢你的结论.
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 楼主| 发表于 29-6-2009 12:51 PM | 显示全部楼层

回复 72# c4tech 的帖子

客气,客气。。
祝你投资愉快!
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发表于 3-9-2009 03:26 PM | 显示全部楼层
为什么这几天yilai没有volume?
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 楼主| 发表于 17-9-2009 10:09 PM | 显示全部楼层

回复 74# c4tech 的帖子

抱歉, c4tech兄, volume 的动向 全赖于 supply n demand !

对了,c4tech兄 也需要留意 director changes in shareholdings 的 动向!
注意到有个 director 正在 卖股。。。不知原因。。。

[ 本帖最后由 红鸡 于 20-10-2009 01:25 AM 编辑 ]
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发表于 18-9-2009 03:17 AM | 显示全部楼层
原来如此,谢谢你的info
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 楼主| 发表于 20-11-2009 10:54 PM | 显示全部楼层
Financial Results
Reference No CC-091112-43468

Company Name
:
YI-LAI BERHAD  
Stock Name
:
YILAI  
Date Announced
:
19/11/2009
Financial Year End
:
31/12/2009
Quarter
:
3
Quarterly report for the financial period ended
:
30/09/2009
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
YLB 300909.doc


Remark:




  • DEFAULT CURRENCY
  • OTHER CURRENCY



Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2009

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2009
30/09/2008
30/09/2009
30/09/2008
$$'000
$$'000
$$'000
$$'000
1Revenue
29,459
29,694
80,898
92,525
2Profit/(loss) before tax
4,689
5,356
9,488
13,949
3Profit/(loss) for the period
3,507
3,988
7,042
10,798
4Profit/(loss) attributable to ordinary equity holders of the parent
3,507
3,988
7,042
10,798
5Basic earnings/(loss) per share (Subunit)
2.23
2.51
4.47
6.77
6Proposed/Declared dividend per share (Subunit)
0.00
3.00
0.00
3.00








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 ($$)
1.2200
1.2000
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 楼主| 发表于 26-2-2010 11:37 PM | 显示全部楼层
Financial Results
Reference No CC-100223-55110

Company Name
:
YI-LAI BERHAD  
Stock Name
:
YILAI  
Date Announced
:
23/02/2010
Financial Year End
:
31/12/2009
Quarter
:
4
Quarterly report for the financial period ended
:
31/12/2009
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
YLB 311209.doc


Remark:




  • DEFAULT CURRENCY
  • OTHER CURRENCY



Currency
:
Malaysian Ringgit (MYR)

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
1Revenue
30,152
26,613
111,050
119,138
2Profit/(loss) before tax
5,947
2,887
15,435
16,836
3Profit/(loss) for the period
4,767
2,386
11,809
13,184
4Profit/(loss) attributable to ordinary equity holders of the parent
4,767
2,386
11,809
13,184
5Basic earnings/(loss) per share (Subunit)
3.03
1.51
7.50
8.28
6Proposed/Declared dividend per share (Subunit)
6.00
3.00
6.00
6.00








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 ($$)
1.2500
1.2000

Remarks :



Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence



Other Currency
:

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




$$'000
$$'000
$$'000
$$'000
1Revenue



2Profit/(loss) before tax



3Profit/(loss) for the period



4Profit/(loss) attributable to ordinary equity holders of the parent



5Basic earnings/(loss) per share (Subunit)



6Proposed/Declared dividend per share (Subunit)











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 ($$)


Remarks :


Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence


© 2010, Bursa Malaysia Berhad. All Rights Reserved.
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 楼主| 发表于 26-2-2010 11:56 PM | 显示全部楼层
总体来说,整个瓷砖行业正在恢复中,大部分业者的profit margin 都有提升,yilai 也不负众望,profit margin 高达 15.8%。。派息6sen ,依昨天股价 0.75, div yield 8%...0负债,并且 净资产值 rm 1.25.....

假设 每季赚 2.6sen, 一年 10.4sen, 瓷砖行业 本益比p/e = 10... 股价 = Rm 1.04.。。如果今天 以 Rm0.75 买入, 而股价升到 Rm1.04, 那么就得 39%回酬,再加上 股息 6%, 总回酬 45%, 这应该是不错的投资!

当然,我只是假设而已,因为里头有很多的 不定因素,因此,还需大家努力做功课!

祝 大家投资愉快!!
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发表于 25-7-2010 04:17 PM | 显示全部楼层
楼主好久不见了,有谁知道他的下落?
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