【QL 7084 交流专区】全利资源

无花

我估计下一次红股是3送1

stereo

怎样估计出来的，希望你能够帮忙估计下，是几年几月？
如果可以的话，顺便估计下涨多少？

现在人人都讲熊市来了，套利观望。长期投资，人人都懂，但是熊市来拜访时，太容易让人想到套利观望，部份长期的投资者也不例外。说明长期投资，为什么突然又变得象投机了。说穿了，这只是大家想要乘机赚个差价，来个高卖低买。好让在熊市也可以捞到一笔，成功的话，几年后还可以向别人讲讲自己是如何的“精明”，威水一番。

偶也有想过套利，但还是放弃了，因为我不是个预测的好家伙。最重要的是，以现在的价钱持有QL是值得的。

[ 本帖最后由 stereo 于 22-10-2008 10:08 PM 编辑 ]

无花

我是仙家,还不是神

stereo

哎呀～！你就好心好心，仙下我们，让我们开心的渡过这大熊吧！不然我们会7上8下的。

无花

现在的PAID UP 是 165 Million.
1)1送1 就给 165 股
2)2送1 就给 82.5股
3)3送1就给 55 M 股 ,
4)4送1就给 41.25M 股.

4送1有点零丁,所以看好3送1.
全利的retained profit 超过2亿,已是有能力来个1送1. 但是1送1 的会摊薄营利指标如EPS,ROE等.
以去年的记录来看,QL 平均每季可赚 2,000万. 扣掉25%的派息,还有6000万的retained Profit.
两年下来可有1,2000万的Retained Profit. 完全可以派红股了.
以全利大事扩展的情况来看,加上公司已经公开说明会收购农场,两年后油棕种满后,印尼的鱼糜处厂投产后,不排除全利会在现有产业的基础上向上流或下流发展,如从搾油到油棕种植.再下来可能生产自己品牌的食用油(公司有公开说过有在考虑从事棕油的下流产业)
如果公司真的可以安然渡过这次的金融风暴并如预期中发展,扩大资本是指日可待的...

(仙完了....)

stereo

果然仙到有纹有路。不明白这是什么意思，"但是1送1 的会摊薄营利指标如EPS,ROE等."。NTA会跟着下调，ROE还是一样？？。EPS多少没有关系，看税前盈利而已。

无花

ROE= net income/ Shareholders' Equity

如果公司没有亏钱又给红股, 除数(分母) 变大, ROE 就会变小,除非Net Income增加得比 shareholders' Equity 多.

不过说真的,我期待3送一的理由很简单,因为再来个3送1,我当年的1000股就会变1万股

傻人最有傻福

General Announcement

Reference No QR-081020-43288

Company Name	:	QL RESOURCES BERHAD
Stock Name	:	QL
Date Announced	:	23/10/2008

Type	:	Announcement
Subject	:	Proposedacquisition of the 880,000 ordinary shares of RM1.00 each representing20% of shares issued and paid-up share capital of QL Rawang PoultryFarm Sdn. Bhd. (Formerly : Ansan Poultry Farm Sdn. Bhd.)
Contents	:	Proposedacquisition of the 880,000 ordinary shares of RM1.00 each representing20% of shares issued and paid-up share capital of QL Rawang PoultryFarm Sdn. Bhd. (Formerly : Ansan Poultry Farm Sdn. Bhd.)("QLRPF")byHeap Loong Poultry Farm Sdn. Bhd. ("HLPF"), a wholly owned subsidiaryof QL Resources Berhad from Mr Tan Eng Hai for a total consideration ofRM1.476 million.
Announcement Details : INTRODUCTION The Board of Directorsof QL Resources Berhad is pleased to announce that HLPF, a wholly ownedsubsidiary of the Company, will be acquiring  880,000 ordinary sharesof RM1.00 each representing 20% equity interest in QLRPF for a totalconsideration of RM1,476,000. 2. INFORMATION ON QLRPF QLRPF wasincorporated in Malaysia as a private limited company under CompaniesAct, 1965 on 11 August 1992. QLRPF is currently a 80% subsidiary of QLFeedingstuffs Sdn. Bhd., a wholly owned subsidiary of QLResources Berhad. The re-structuring will entails HLPF acquiring 100%equity interest in QLRPF resulting in QLRPF being a wholly ownedsubsidiary of HLPF. The authorised share capital of QLRPF is 5,000,000ordinary shares of RM1.00 each of which 4,400,000 are issued and fullypaid. The principal activities of QLRPF is poultry farming. 3. DETAILS OF THE ACQUISITION 3.1 Details of the shares to be acquired HLPF proposedto acquire 880,000 ordinary shares of RM1.00 each from its Directornamely Mr Tan Eng Hai, a total of 20% equity interest in QLRPF for atotal consideration of RM1,476,000. The shares acquired shall befree from all charges, liens, pledges, trust and other encumbrances andwith all rights, benefits, entitlements attaching thereto. 3.2 Basis of arriving at the purchase consideration Thepurchase consideration for the proposed acquisition was derived at on awilling buyer-willing seller basis based on unaudited adjusted NTA ofQLRPF as at 31 August 2008. The total purchase considerationsof RM1,476,000 shall be paid by HLPF to Mr Tan Eng Hai in a lump sumupon signing the transfer of shares form. The Proposed Acquisition shall be financed by a combination of internal generate funds and bank borrowings. 4. RATIONALE Presently,QL Feedingstuffs holds 80% equity interest in QLRPF. The proposedacquisition will enable QL to consolidate 100% of the future profitsof QLRPF into QL Group. 5. FINANCIAL EFFECTS Share capital and substantial shareholders Theproposed acquisition will have no effect on the issued and paid-up ofQL and shareholdings of QL's substantial shareholders as it is a cashtransaction. Net Asset & Gearing The proposed acquisition will not have any material impact on the NA and gearing of the QL Group. Earnings Theproposed acquisition will not have any material impact on the earningsof QL Group for the financial year ending 31 March 2009 but is expectedto contribute positively to the future earnings of QL Group. 6. APPROVALS REQUIRED HLPFshall obtain approval from its shareholders and Board of Directors onthe proposed acquisition. No other approval from the shareholders andauthorities of the Company is required for the Related PartyTransaction. 7. DIRECTORS' AND SUBSTANTIAL SHAREHOLDERS INTEREST MrTan Eng Hai is a Director of HLPF & QLRPF and a shareholder ofQLRPF. None of the Directors, major shareholders of QL and/or personsconnected to them is interested in the proposed acquisition. 8. STATEMENT BY DIRECTORS The Directors of QL are of the opinion that the proposed acquisition is in the best interest of the QL Group. 9. DATE OF COMPLETION The proposed acquisition is expected to be completed by end of the year. 10.DEPARTURE FROM GUIDELINE Tothe best knowledge of the Company, the proposed acquisition has notdeparted from the Offering of Equity & Equity Linked Securitiesissued by the Securities Commission. The announcement is dated 23 October 2008.

傻人最有傻福

Notice of Shares Buy Back by a Company Pursuant to Form 28A

Reference No QR-081021-62050

Company Name	:	QL RESOURCES BERHAD
Stock Name	:	QL
Date Announced	:	23/10/2008

Date of buy back from	:	10/10/2008
Date of buy back to	:	21/10/2008
Total number of shares purchased (units)	:	142,800
Minimum price paid for each share purchased (RM)	:	2.350
Maximum price paid for each share purchased (RM)	:	2.530
Total amount paid for shares purchased (RM)	:	345,460.60
The name of the stock exchange through which the shares were purchased	:	Bursa Malaysia Securities Berhad
Number of shares purchased retained in treasury (units)	:	142,800
Total number of shares retained in treasury (units)	:	1,208,100
Number of shares purchased which were  cancelled (units)	:	0
Total issued capital as diminished	:
Date lodged with registrar of companies	:	23/10/2008
Lodged by	:	QL Resources Berhad

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No QR-081023-61872

Company Name	:	QL RESOURCES BERHAD
Stock Name	:	QL
Date Announced	:	23/10/2008

Date of buy back	:	23/10/2008
Description of shares purchased	:	Ordinary shares of RM0.50 each
Total number of shares purchased (units)	:	30,000
Minimum price paid for each share purchased (RM)	:	2.330
Maximum price paid for each share purchased (RM)	:	2.350
Total consideration paid (RM)	:	70,460.94
Number of shares purchased retained in treasury (units)	:	30,000
Number of shares purchased which are proposed to be cancelled (units)	:	0
Cumulative net outstanding treasury shares as at to-date (units)	:	1,247,300
Adjusted issued capital after cancellation (no. of shares) (units)	:

stereo

Shareholders' Equity ＝ total asset - total liability,
capital 和 retain profit 都在 total asset 。发红股时retain profit 的数目转到 capital， 那么 Shareholders' Equity 是没有影响的。我所知道的是这样，所以不是很明白怎样影响ROE，还是我算错了 。

可以举个例子吗？

无花

原帖由 stereo 于 24-10-2008 09:35 AM 发表
Shareholders' Equity ＝ total asset - total liability,
capital 和 retain profit 都在 total asset 。发红股时retain profit 的数目转到 capital， 那么 Shareholders' Equity 是没有影响的。我所知道的是这样 ...

上述你说的方程式有点不对,正确的应该是
Total Assets - Total Liabilities = Total Equity

Total Equity 不一定等于Shareholders' Fund!
因为
Tatal Equity = Sharehoders' fund - Minorities interest

除非公司旗下没有联号公司和旗下的子公司是100%拥有的,那么Minorities interest 就会等于零.
上面你说的那个方程式才成立.

派红股对ROE 应该是没有影响,仙家被你抓到了

[ 本帖最后由 无花 于 24-10-2008 10:20 AM 编辑 ]

cariklsbsin

各位大大 QL 是我家乡村发起的小家庭生意 ,几个精明的兄弟用人得道 ,做成为今日大企业 ,

本人对它还是知道一点 , 历史就别说了 ,因为资料上有记载 ,

就分享一些我知道的 ,就说送红股 ,还没对外公布时 ,

皇亲国戚己在早几个月向要好的朋友们俏俏说 , 可能公司要送红股 ,

而我正好认识几个 ,

而业绩也是有些人会先知道 ........

无花

公司的业绩和动向,和高层人士接触的都或多或少会知道的,全利只是其中一家.并不奇怪  

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No QR-081024-62104

Company Name	:	QL RESOURCES BERHAD
Stock Name	:	QL
Date Announced	:	24/10/2008

Date of buy back	:	24/10/2008
Description of shares purchased	:	Ordinary shares of RM0.50 each
Total number of shares purchased (units)	:	43,700
Minimum price paid for each share purchased (RM)	:	2.200
Maximum price paid for each share purchased (RM)	:	2.280
Total consideration paid (RM)	:	97,980.16
Number of shares purchased retained in treasury (units)	:	43,700
Number of shares purchased which are proposed to be cancelled (units)	:	0
Cumulative net outstanding treasury shares as at to-date (units)	:	1,291,000

huayang

全利是好股，不过总觉得最近一两年股价不是很会起，早期就很会起，买进全利的投资者要很有耐心。。

stereo

以后有什么消息记得通知我一下

回复 532# 无花 的帖子

看来人家的消息比你灵通了。
还有，你害到我昨晚睡不着，因为我一直在想，红股到底是怎样影响到ROE的 。GOODWILL也不算才对。

chengyk

哈哈哈 !!! 你被无花兄耍了!!!

无花

按Malaysian Business的排名, QL 的Turnover排在马股100大的第89位,比去年的 92位略有上升.如按Turnover 的增长来算则排第51.若按资产来排,去年排 96,今年小度上升到94.Return On assets则排第27.

无花

不好意思,之前不是说过了我是在仙家的,没想到被你捉到...