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投资电子股,MPI,Unisem,Or gtronic
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MPI 04 05 06 07 08
EPS 65.95 23.86 53.86 66.51
NTA 3.37 3.24 3.50 3.66
ROE% 19.5 7.3 15.4 18
DIVIDEN 15.45 37.50 37.50 40.00
DIVIDEN YIELD 大概 : 0.37/8.80 = 4%
07 END : TOTAL ASSET = 371.997.000
TOTAL LIABILITIES = 215.881.000
UNISEM 03 04 05 06 07
EPS -2.31 23.56 4.98 16.09 25.27
NTA 3.9412 3.7280 1.4521 1.4538 1.7290
ROE% -0.5 6 3 11 14
DIVIDEN 10 13 8 10 10
DIVIDEN YIELD 大概 : 0.10/1.3 = 7.6%
06 END : TOTAL ASSET = 1.269.835.000
TOTAL LIABILITIES = 608.382.494
GTRONIC 03 04 05 06 07
EPS 25.41 7.45 1.87 2.34 2.30
NTA 1.6 0.16 0.17 0.16 0.17
ROE% 15.8 46 11 14 13.5
DIVIDEN 3 4 4 1.7 2.4
DIVIDEN YIELD 大概 : 0.020/0.220 = 9%
06 END : TOTAL ASSET = 295.600.761
TOTAL LIABILITIES = 81.133.042
研究结果,
mpi负债太高...
unisem roe 不太稳定...
个人觉得gtronic可以投资...
请大家多多指教...谢谢 |
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发表于 10-4-2008 04:47 PM
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楼主 |
发表于 11-4-2008 09:17 AM
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原帖由 Mr.Business 于 10-4-2008 04:47 PM 发表 
为何你觉得gtronic可以投资？
有几个原因,
1.它是当中dy最高的,在>10%<,近4年来它都把接近所有的净利拿来派息.
2.稳定的roe.,五年内都维持在10以上…(不明白为什么04年的roe会升到46%)
3.最重要的是,它的现金充足,根据2006的年报,它的现金有8千5百万,单单现金,就可以抵消全部的liabilities(8千1百万)了.每股的净现金约0.064,现在的股价约0.220.
有错请指正,谢谢 |
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发表于 11-4-2008 09:33 AM
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回复 3# vincentphuah 的帖子
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你对semiconductor的行业前景有什么看法呢？ |
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楼主 |
发表于 11-4-2008 07:34 PM
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回复 4# Mr.Business 的帖子
我个人认为,科技是一日千里的...产品也是一直都在更新...
就拿我们最常用的手机和电脑来说,我们平均多久就要换一次?
这些电子产品已经是慢慢的变成我们生活中的必需品了.
我的结论是,市场是很大的,只是时机的问题,
现在虽然许多报纸都不看好今年电子业的成长,可是明年如何? |
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发表于 11-4-2008 09:59 PM
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现在投资电子股算不算是反向投资？因为电子股现在都处于不看好的时候。中长期投资应该会有展获。 |
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楼主 |
发表于 11-4-2008 10:22 PM
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回复 6# stereo 的帖子
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我想算是吧!反向投资也要赚钱才可以,下一季度的报告要留意下... |
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发表于 11-4-2008 10:36 PM
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目前我有两个反向的选折，就是木材股和电子股。不过我比较倾向木材股，股价跌倒很吸引人的底部鸟。 |
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楼主 |
发表于 11-4-2008 10:59 PM
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回复 8# stereo 的帖子
之前也要想过要投资木材股的...可是想想,目前的森林大多成为保护区...
到时价钱高涨,买家可能会寻找替代品了...如,洋灰
现在要盖一间屋子,木材和洋灰的价钱差不了多少... |
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发表于 13-4-2008 03:26 PM
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发表于 14-4-2008 09:24 AM
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回复 10# harimau 的帖子
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赚幅越来越提升的说。 |
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发表于 26-4-2008 06:37 PM
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发表于 26-4-2008 10:10 PM
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我.....我....我....我不知道可以说什么留点这里的，不过如果现在的市都很好了，买什么就没有概念了哦~你会在乎电子股，那我想有可能你不如跟我也是解释解释的了~因为我有比较股价啦要下单的只有gtronic这支的一下因为算要赚然后扣水钱也不做其他比较了咯（顶着肩膀摊开手）~好了~~呼.....(喘气） |
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发表于 26-4-2008 10:13 PM
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嗯....差点忘了~木材股我现在收一支了~不过我想还是算了~（顶着肩膀摊开手）至于现在我是抵消172块后那时才有打算了好了~~到6毛时好了~~好了~~呼....(喘气） |
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楼主 |
发表于 28-4-2008 07:28 PM
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楼主 |
发表于 28-4-2008 07:33 PM
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发表于 28-4-2008 07:47 PM
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嗯...原来我也升级作阿叔了~（顶着肩膀摊开手）那好吧~~（摸摸头）要乖乖哦~~以后看看的话我又再那时出现的时候，想想不好又看到那种照片咧~阿叔我老是受不liao那种的咧~（双手合掌）拜托拜托~其实是看到了可是又不看不清楚很伤的哦~好了咯~拜托拜托~~（比起又要跪又要拜）呼.... |
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发表于 28-4-2008 08:38 PM
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发表于 9-5-2008 06:37 PM
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Unisem Q1 net profit soars 600% to RM22mil
KUALALUMPUR: Unisem (M) Bhd’s net profit surged more than 600% to RM22.2milfor its first quarter ended March 31against RM2.8mil in the previouscorresponding period.
This was achieved on improved profitmargins arising from higher capacity utilisation, foreign exchange gainand profit contribution from Unisem Chengdu and Unisem Europe.
Unisem told Bursa Malaysia yesterday revenue jumped 111.4% to RM310.6mil from RM146.9mil.
Earnings per share meanwhile, was 4.72 sen compared with 0.6 sen in the previous corresponding quarter.
Unisem said the higher revenue was due to its Mauritius, Chengdu and Ipoh operations.
Its cash and cash equivalents decreased to RM89.3mil from RM90.1mil.
http://biz.thestar.com.my/news/story.asp?file=/2008/5/9/business/21199777&sec=business |
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发表于 10-5-2008 09:06 PM
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TA: Unisem a laggard among semiconductor stocks By LOONG TSE MIN
PETALINGJAYA: Chipmaker Unisem (M) Bhd, which posted strong earnings results onThursday, is a sector laggard with up to 32.4% upside, said TASecurities.
The research house said in a report yesterday,Unisem at current price levels implied a valuation of 6.7 times TA'sestimate for its financial year ending Dec 31, 2008 earnings.
Thisvaluation was already below the counter's 10-year low of 6.9 times,making Unisem “the only semiconductor stock trading below its troughvaluation,” among the stocks covered by the research house, TA said.
However, the stock had mixed reviews from the analyst community.
Ofthe six brokers that issued reports yesterday on Unisem, two gave “buy”recommendations, one each for “underperform”, “hold” and “neutral”,while the last had the company on a restricted list.
Another analyst told StarBiz: “We are still quite negative on the sector and it is difficult to see visibility on earnings.”
Unisemreported a 600% jump in net profit to RM22.2mil in its first quarterended March 31, from RM2.8mil in the previous corresponding quarter.
Inits results announcement, it had said the strong profit growth was dueto improved margins arising from higher capacity utilisation, foreignexchange gain and profit contribution from Unisem Chengdu and UnisemEurope.
“We expect to see stronger earnings this year comingfrom full year contribution of Unisem Mauritius as well as expansiontaking place in China,” TA said.
According to the researchhouse, growth indications for the second quarter of this year arepositive from key customers such as Wolfson, Micrel, Intersil andMaxim, “but in line with seasonality coming off a typically weak firstquarter.”
Micrel, for example, expects a 2% to 7% sequential rise in revenue, while Maxim expects a 1% to 5% quarter-on-quarter increase.
Intersil, on the other hand, expects its second quarter revenue to increase by 5% to 8%.
TAanalyst Hafriz Hezri, when contacted after the company briefingyesterday, said he would be maintaining the research house's “buy”recommendation.
“Management is still bullish on the upcoming (second) quarter. They say orders are still coming in.”
Headded that earnings visibility was not that far in the sector, withcustomers making forecasts going forward about three months.
Another analyst said: “The company looks like it has managed to turn around its overseas business and earnings have stabilised.
“It remains to be seen if their business in Mauritius and China will do well.”
http://biz.thestar.com.my/news/story.asp?file=/2008/5/10/business/21209775&sec=business |
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