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UnPluGs 个人专区
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还是菜鸟一个.... 
希望利用仅有的资金, 创造财富!!!
个人投资组合 (25 March 2008):
Company Unit Avg Price (S$)
8Telecom 20 lot 0.092
VibroPower 30 lot 0.067
JasperInvest 150 lot 0.030
仅有的资金: S$ 10,000
剩下的资金: S$ 1650
[ 本帖最后由 UnPluGs 于 25-3-2008 06:52 PM 编辑 ] |
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发表于 25-3-2008 07:40 PM
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原帖由 UnPluGs 于 25-3-2008 06:48 PM 发表 
还是菜鸟一个....
希望利用仅有的资金, 创造财富!!!
个人投资组合 (25 March 2008):
Company Unit Avg Price (S$)
8Telecom 20 lot 0.092
VibroPower 3 ...
Company Unit Avg Price (S$) 11 April Closing Price (S$) Gain/Loss (S$)
VibroPower 50 lot 0.061 0.065 6.4%
多加油。
[ 本帖最后由 EASY_COMPANY 于 12-4-2008 12:24 PM 编辑 ] |
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楼主 |
发表于 26-3-2008 02:08 PM
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哈哈! 谢谢你的提醒... Easy Company...
About VibroPower Corporation Ltd:
Incorporated in 1995, VibroPower has established itself as a significant Global player in the Energy and Power industries. Headquartered in Singapore, the Group specializes in the design, manufacture, supply, installation, commissioning and servicing of generators for the global market. It provides its customers with a wide selection of engines and alternators which it sources from its suppliers for the manufacture of generator sets ranging from 2kVA to 3000kVA. The Group has also in-house expertise to provide value-added services like the design and manufacture of noise and vibration control
features in its generators.
Since its inception on 21 July 1995, the Group has focused on building its business in the international markets under its “VibroPower” brand name. The Group has established direct presence in over 10 countries including Russia, Middle East and the fast-growing Asian giants China and India.
VibroPower was listed on the Singapore Exchange’s SGX-SESDAQ in August 2000 and was promoted to the SGX Mainboard in September 2006.
Press Release
VIBROPOWER REPORTS A 302.6% JUMP IN GROUP NET PROFIT TO S$3.5 MILLION.
REVENUE RISES 29.9% TO S$67.3 MILLION IN FY2007.
- Group EPS rose to 1.28 cents from 0.34 cents in FY2006
- Proposed higher cash dividend of 0.6 cents per share
- Inventory down from S$31.4 million to S$24.8 million
- Gearing Ratio reduced to 0.7 times from 1.13 times
- Orders in hand at about S$30 million at end January 2008
[ 本帖最后由 UnPluGs 于 26-3-2008 02:11 PM 编辑 ] |
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楼主 |
发表于 26-3-2008 02:31 PM
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我认为, VibroPower 是被低估的好股. 从它的财政报告, 我们不难发见它是一只稳健成长, 而且对小股东毫不吝啬的公司 (年年都分派股息).
如今, 它的每一股股息是 0.6 cent. 以目前的价位: 0.06, 这只股,仅仅股息的回酬就高达10%! 它目前的 P/E: 4.68.
也许股价被低估, 管理层提议了股票回购计划 (EGM on 15/4/08). |
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楼主 |
发表于 1-4-2008 12:38 PM
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各位大大... 请问你们一些问题:
1. 对这只股 (VibroPower: Code 535) 的看法和意见?
2. 如何在这里上载图片? 我想贴它的 historical price graph.
3. 它在2005年创下最高价($0.40). 从第二板上升到主板(2006年9月), 实力应该不容忽视. 公司稳健成长, 分发蛮高的股息, 但股价今天却跌徘徊在$0.06? 为什么呢?
4. 公司如果分发 dividend, 会不会影响股价?
菜鸟一个, 请多多指教! 谢谢!
[ 本帖最后由 UnPluGs 于 1-4-2008 12:40 PM 编辑 ] |
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发表于 1-4-2008 04:17 PM
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发表于 1-4-2008 08:10 PM
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发表于 1-4-2008 08:24 PM
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[quote]原帖由 UnPluGs 于 1-4-2008 12:38 PM 发表
各位大大... 请问你们一些问题:
1. 对这只股 (VibroPower: Code 535) 的看法和意见?
公司净资产 SD 4.45cents
集团净资产 SD 6.69cents
Wright Quality Rating: LCC0 [Liquidity/Financial Strength/Profitability/Growth,from 0-20]
A = Outstanding; B = Excellent; C = Good; D = Fair; L = Limited; N = Not Rated.
4. 公司如果分发 dividend, 会不会影响股价?
通常会。 |
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发表于 2-4-2008 11:29 AM
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我看到这个。。不知道准不准。。。
| posted on 3-1-2008 at 11:53 PM |    |
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I am afraid there are many reasons VibroPower is unlikely to be a good investment opportunty. I shall just name 2 here -
1. Profitability is rather poor. For 1H-FY07 ended 30Jun07, VibroPower posted a NP of $0.92m (+30.1%) on a revenue of $25.82m (-1%), and a ROE of 14.1% (annualised). GP Margin of 16.7% and OP Margin of 7.3% are quite low for a business which involves manufacturing (essentially assembly of gensets from components, e.g. the key ones being motors and alternators, sourced from 3rd-party suppliers), international marketing, and delivery to customers and commissioning onsite at overseas locations. From the interim accounts as at 30Jun07, there is evidence that the business is not quite efficiently run or properly financed - high inventory of $27.54m (equivalent to 6.4 months), rather high trade/other receivables of $13.45m (equivalent to 3.1 months), and rather high short-term borrowings of $18.47m (equivalent to 107% of equity).
2. Since 4Dec07, there has been a huge increase in the outstanding issued shares, and it is likely that a lot more new shares will be issued as VibroPower taps on additional funding from D.B.Zwirn under a signed $30m redeemable zero-coupon convertible bond facility. Under a recently closed 2-for-1 rights issue @$0.005 (i.e. 0.5 cent per new rights share!!) - which raised only $0.703m - VibroPower had on 4Dec issued 194.63m new shares. Post the rights issue, VibroPower's capital base increased 2-fold to 291.94m shares (from 97.31m shares). D.B. Zwirn had on 14Nov subscribed for the initial $1.0m tranche of the bond facility. On 13Dec, D.B. Zwirn converted the first $0.4m into 6.35m new VibroPower shares at $0.063 apiece; and on 28Dec, D.B. Zwirn converted the remaining $0.6m into 12.12m new VibroPower shares at $0.0495 apiece. Based on my estimate, todate VibroPower would have 310.41m issued shares outstanding. Conceivably, as VibroPower taps on the remaining $29.0m available under the $30.0m convertible bond facility, a lot more new shares will be issued. In fact, the company already has all the necessary approvals to issue up to a total of 692.308m new shares under the convertible bond facility. I shall leave it to fellow forumers to figure out the related big dilutive impact on EPS and per share NAV which have already happened or is coming in the future. Quite obviously, VibroPower's management knows very little about conservative corporate finance, shareholder value, or cost of capital, or the company is in desperate need for funds!!
Just based on item 2 above alone, I will not touch VibroPower with a 10-foot pole! |
http://www.wallstraits.com/community/viewthread.php?tid=6698#pid84028 |
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楼主 |
发表于 3-4-2008 06:29 PM
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zarolord 大大:
请问如何贴图表呢? Copy & Paste? 可以一步步讲解吗?
Easy_Company 大大:
31/12/07 31/12/06
公司净资产 SD 4.45cents SD 13.24cents
集团净资产 SD 6.69cents SD 16.64cents
净资产跌了那么多... 是 stock split? issued 更多的红股? 股票的流通量增加了? 还是它 disposed 了一些资产呢? 有谁知道?
arnofren 大大:
谢谢你的info. 如果这间公司需要大笔现钱而 issued new rights and shares, 为什么它年年都大派 dividend 呢? 我开始搞不懂了.
我发现它的 trade & other receivables 增加了... 希望不是bad debts 就好... 
31/12/07 31/12/06
20 million 12 million |
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发表于 4-4-2008 01:49 PM
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回复 10# UnPluGs 的帖子
像這樣...
[img]http://chart.finance.yahoo.com/c/6m/_/_sti[/img] |
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发表于 4-4-2008 11:34 PM
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楼主 |
发表于 7-4-2008 12:11 PM
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做了一些功课... 贴上一些重要的数字!
VibroPower (535)
Figures are Millions in Singapore Dollars
| 2003
| 2004
| 2005
| 2006
| 2007
| Revenue
| 50.1
| 85.1
| 61.2
| 51.8
| 67.3
| Profit Before Tax
| 2.2
| 4.5
| 2.7
| 1.1
| 4.2
| Profit After Tax
| 1.7
| 3.7
| 2.0
| 0.9
| 3.5
| Shareholders’ equity
| 10.5
| 14.7
| 15.5
| 16.1
| 20.8
| Total Assets
| 35.6
| 48.1
| 51.4
| 47.1
| 49.7
| Total Liabilities
| 25.1
| 33.4
| 35.9
| 31
| 28.9
| Inventories
| 16.2
| 32.9
| 34.5
| 31.4
| 24.8
| Trade & Other Receivables
| 12.8
| 10.1
| 12
| 12
| 20
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| ROE
| 16.2%
| 25.2%
| 12.9%
| 5.6%
| 16.8%
| EPS
| 0.007
| 0.013
| 0.007
| 0.003
| 0.013
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Note: Orders in hand at about S$30 million at end January 2008. (Full Year 2007 的 44.5% 总营业额!)
这些数据都一一增强了我对它的信心! 今天还在 $0.055 排队, 准备买 15 lot. 
[ 本帖最后由 UnPluGs 于 7-4-2008 12:38 PM 编辑 ] |
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发表于 7-4-2008 02:35 PM
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很神奇的小股，每年有Dividend
请问这是什么意思？
RIGHTS 2 Nov 2007 OFFER OF 2 FOR 1 @ $0.005 |
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发表于 7-4-2008 05:57 PM
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发表于 7-4-2008 06:14 PM
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原帖由 UnPluGs 于 7-4-2008 12:11 PM 发表 
做了一些功课... 贴上一些重要的数字!
VibroPower (535)
Figures are Millions in Singapore Dollars
2003
2004
2005
2006
2007
Revenue
50.1
85.1
61.2
51.8
67.3
Profit Before Tax
2.2
4.5
...
業績好像不是很穩...  |
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楼主 |
发表于 7-4-2008 06:21 PM
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回复 14# 太空飞人 的帖子
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那个 rights 的 exercise 价格是 $0.09... 在目前的价格 ($0.065) 已经是显得没意义了... |
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楼主 |
发表于 7-4-2008 06:28 PM
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回复 15# Turnbull 的帖子
Turnbull... 我刚刚看了一下Kyodo-All 的财政报告 (只是翻看而已)..
营业额跌了56%, 盈利跌了87%, 就连 total equity 也跌了... 要买这股... 要三思喔! |
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楼主 |
发表于 7-4-2008 06:39 PM
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回复 16# 臥龍先生 的帖子
我也有留意到... 2006年的营业额差, 而且盈利只有0.9 million...但是它的 Shareholders’ equity 年年都有成长.
而且, 它5年的ROE平均是15.34%... 是个相当不错的公司..
今天排队 $0.06 都买不到... 有一种冲动想以 $0.07 的价格买下来....
明天再接再励...  |
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发表于 7-4-2008 11:25 PM
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