【KSL 5038 交流专区】顺利实业

弹煮

技术面来看，我认为突破2.33以上才有看头。

——买卖自负——

朝阳的阳光

我也打算买它，没记错上年的股息蛮高的。。

hancom

图表不好看，暗藏杀机。

voltz

LastAnalysis Date : 30-04-2007

Shares Outstanding	Largest 30 Shareholders	Balance Float
265,778,666	237,809,339	10.52  %

Largest30 Shareholders

#	SHAREHOLDER	SHARES HELD	%
1	PREMIERE  SECTOR SB	108,600,000	40.88
2	HSBC  NOM SB -HSBC-FS - ARISAIG ASEAN FUND LTD	19,449,200	7.32
3	LEMBAGA  TABUNG HAJI	13,288,000	5.00
4	HSBC  NOM SB HPBS SG-ATLANTA ENTERPRISES OVERSEAS LTD	10,333,333	3.89
5	KU  HWA SENG	8,000,000	3.01
6	KHOO  CHENG HAI @ KU CHENG HAI	8,000,000	3.01
7	KHOO  CHENG HAI @ KU CHENG HAI	5,638,132	2.12
8	KU  TIEN SEK	5,573,358	2.10
9	CARTABAN  NOM SB INV.BANK&TRUST CO.-ZEPHYR AURORA MASTER F.LP	5,000,000	1.88
10	KU  HWA SENG	4,949,315	1.86
11	MAYBAN  NOM SB MAYBAN TRUSTEES BHD-PUBLIC ITTIKAL FUND	4,527,467	1.70
12	AMAMAH  RAYA NOM SB PUBLIC SAVINGS FUND	3,693,467	1.39
13	CITIGROUP  NOM SB EXEMPT AN-AMERICAN INT.ASS. CO.LTD	3,348,800	1.26
14	AMANAH  RAYA NOM SB AMANAH SAHAM WAWASAN 2020	3,235,100	1.22
15	AMANAH  RAYA NOM SB PUBLIC GROWTH FUND	3,207,100	1.21
16	CITIGROUP  NOM SB ING INSURANCE BHD	3,050,933	1.15
17	PERMODALAN  NASIONAL BHD	2,876,200	1.08
18	KU  TIEN SEK	2,666,667	1.00
19	MAYBAN  NOM SB MAYBAN TRUSTEES BHD-PUBLIC REGULAR SAVINGS F.	2,596,933	0.98
20	KU  WA CHONG	2,504,934	0.94

根据去年的财报，约90%的票被30大股东收着，造成流通量不足。 下个月发红股的动作，应该有助于提升流通量。

[ 本帖最后由 voltz 于 21-11-2007 06:38 PM 编辑 ]

voltz

五年的净利比较:

Info extracted from www.kenwealth.com

		Reclassified & normalised  data for comparitive use.
PROFIT & LOSS		@ 2006-12-31	@ 2005-12-31	@ 2004-12-31	@ 2003-12-31	@ 2002-12-31
TURNOVER		266,238	274,913	252,941	225,947	183,104
PROFIT  BEFORE DEPN, INT, TAX		94,091	106,083	98,641	96,547	83,681
	Depreciation	(1,343)	(1,428)	(1,130)	(936)	(556)
	Interest	(1,793)	(2,001)	(3,611)	(2,509)	(1,177)
PROFIT/LOSS  BEFORE TAX		94,091	106,083	98,641	96,547	83,681
	Taxation	(26,629)	(29,850)	(27,292)	(27,257)	(23,991)
NET  PROFIT/LOSS TO SHAREHOLDERS		67,462	76,233	71,349	69,290	59,690
BASIC  EPS (SEN) AS PER ANNUAL REPORT		25.39	28.68	26.87	27.34	33.40
DIVIDEND  (RM)		0.120	0.110	0.100	0.090	0.045

管理层把今年的目标净利设在 RM70 mil (exclude one off gain), 2008 年则是 RM77 mil.

voltz

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2007

			INDIVIDUAL PERIOD		CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/09/2007	30/09/2006	30/09/2007	30/09/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	54,244	71,432	213,755	212,447
2		Profit/(loss) before tax	19,885	22,981	98,820	73,819
3		Profit/(loss) for the period	14,405	16,583	84,525	52,982
4		Profit/(loss) attributable to ordinary equity holders of the parent	14,405	16,583	84,525	52,982
5		Basic earnings/(loss) per share (sen)	5.41	6.24	31.76	19.93
6		Proposed/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)			2.0700	1.8400

voltz

最新季度报告没有惊喜。看来今年的盈利增长只能靠征地的赔偿了。

voltz

根据标普的报告：

1。 到九月为止，还有 RM 87.8 mil 的营业额未入帐。
2。 在 Klang Valley 以 RM 156.5 mil 买了 443 acres 的土地,预计发展总值达 RM 1500 mil. 计划在2008 年动工.
3.  保持预测 - 2007 营业额 RM 123.7 mil & 净利 RM 65.4 mil.

mjchua

5038	KSL	1,500,000	3,405,000.00	17/08/2007	2.270
5038	KSL	1,000,000	1,800,000.00	01/10/2007	1.800
5038	KSL	3,000,000	6,000,000.00	30/10/2007	2.000

voltz

老兄可告知以上列表每个 Column 代表什么吗？

voltz

http://www.theedgedaily.com/cms/contentPrint.jsp?id=com.tms.cms.article.Article_8a8ce033-cb73c03a-38d46000-480a9064&paging=0

29-11-2007: Positive outlook for KSL Holdings

TA Securities Research is recommending a buy on property developer KSL Holdings Bhd at RM2.10, with a target price of RM2.75 based on fiscal year 2008 (FY08) price earnings ratio (PER) of 10.6 times. It said in a research note that the stock offered a total return of 36.7%, including dividend yield of 5.7%.  

The research house said KSL City in Johor Bahru, which was a replica of Mid Valley, was a five-storey shopping centre with two blocks of hotel development project to look forward to for KSL.  “We expect the group plans to launch the project in FY08 and the project’s total gross development value (GDV) is approximately RM180 million,” it said.  

TA Research said that the project would benefit the company in the long term with the opening of Singapore’s theme park. “We expect high traffic flow for day trips and stable recurrent revenue,” it added.  It also said KSL had acquired a 180.5ha site in the Klang Valley, near the upcoming Bandar Bukit Tinggi, Klang, with transaction done in the region of RM8 per sq ft, which was below market price. It said KSL was planning to build a mixed development township to replicate its success in Johor.  

“Based on our experience, the first launch would take nine to 12 months, hence we can expect the maiden contribution to be in by 4Q08 or early FY09,” the research house said, adding this would be its next earnings driver in the longer term.  As at Sept 30, 2007, TA Research said KSL saw an increase in unbilled sales of 14.5% quarter-on-quarter to RM87.9 million versus RM76.9 million last quarter.  It said KSL’s 3QFY07 core net profit came in within expectation with its core net earnings of RM44.6 million constituting 72% of the research house’s full-year forecast of RM61.9 million.  

As for the 4QFY07, it expected the group to recognise additional RM19.4 million of the remaining compensation sum from the compulsory land acquisition in Mukim of Tebrau, bringing the total additional revenue to RM77.4 million and estimated RM53.6 million to the groups’ net earnings.

hancom

原帖由 hancom 于 21-11-2007 11:19 AM 发表
图表不好看，暗藏杀机。

有排下跌，亏者可考虑壮士断臂。


不信邪的人就再拉低平均价吧！到时连脚都要断！

[ 本帖最后由 hancom 于 2-2-2008 07:12 PM 编辑 ]

股友

跌跌不休，烂了。

Segamat的老牌发展商，主攻jb market，卖的是中低价的产业。大约９６／９７年老母和另一个兄弟被人票槮，出动白黑道，好像没找回。另外johor产业土猪quota４５％，直接竞争者是plenitu和jland。常驻jb的风云前辈可给意见。

股友

老大，你的图坏了，３０／１１／２００７有１bonus３，你的图没有adjust，看起来好像暴跌叻。

loong81

谢谢提醒。
已经删除了，免得被kawan KSL射到扁。

hancom

原帖由 hancom 于 4-1-2008 03:44 AM 发表



有排下跌，亏者可考虑壮士断臂。


不信邪的人就再拉低平均价吧！到时连脚都要断！

要引用竟然拿来编辑。。。。

东邪

5038

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Lembaga Tabung Haji NRIC/Passport No./Company No. : ACT 5351995 Nationality/Country of Incorporation : Malaysia Address: 201, Jalan Tun Razak, Peti Surat 11025, 50732 Kuala Lumpur Descriptions (Class and Nominal Value): Ordinary Shares of RM 0.50 each Name and Address of Registered Holder: Lembaga Tabung Haji   201, Jalan Tun Razak   Peti Surat No. 11025   50732 Kuala Lumpur Details of Changes Date of Notice : 31/01/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 25/01/2008 Acquired 250,000 - 2. 28/01/2008 Acquired 210,000 - 3. 29/01/2008 Acquired 300,000 - Circumstances by reason of which change has occurred: Purchase of Shares Nature of Interest: Direct interest Consideration: No of Shares Held After Changes: Direct : 23,640,245 shares (6.6500%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 23,640,245 shares Remarks: N/A Submitted By: Ng Yim Kong

05/02/2008   05:24 PM Lembaga Tabung Haji继续扫货！

草下飞

请问一下，这股ROE和EPS高，股息也高，为何PE会如此低？

是不是有什么我们没看见的忧隐？

草下飞

还有，最近的quarter report说会派8分股息，请问什么时候开股东大会通过？

如果以现在1。14来说，8分很高耶。。。那更奇怪。。。为什么PE还是那么低？

草下飞

有谁有买这只股吗？

可否为小弟解答？先谢过了