【PPB 4065 交流专区】PPB集团

cwybomba

1901。。。是什么？？

web

是。
Golden Screen Cinema

goodluck88

1901也是.......

ThermoFisher

Web兄，不好意思，我一买PPB就多跌几毛，歹势。。。

ThermoFisher

截止31/3/08，PPB的NTA是：

Net assets per share attributable to ordinary equity holders of the parent－RM 9.85

今天闭市价＝ RM9.75。。。

goodluck88

对...PPB的NTA超高的.....
鱼兄是什么价买进的??

goodluck88

cari最近卡贴卡到很严重...................

kensai

原帖由 goodluck88 于 8-7-2008 11:55 PM 发表
cari最近卡贴卡到很严重...................

不是最近的事而已，
卡贴的事近几年来常有

tan81

原来如此。我也要跟风了。

Focus

原帖由 ThermoFisher 于 8-7-2008 11:16 PM 发表
截止31/3/08，PPB的NTA是：

Net assets per share attributable to ordinary equity holders of the parent－RM 9.85

今天闭市价＝ RM9.75。。。

我看到讯号。。。。。。。

小巴菲

原帖由 Focus 于 9-7-2008 12:53 AM 发表

我看到讯号。。。。。。。

买入信号.......

ThermoFisher

棕油股这个板块这几天都承受强大的卖压，想买PPB的朋友小心了。。。

Focus

9.70!!!!!
排队的不懂是不是这里的人。。。

ThermoFisher

因为棕油期货开始下跌，可能是泡沫爆裂的征兆，PPB2008年的盈利预测是根据CPO＝3000，如果CPO跌破3000就不妙了。。。

Focus

原帖由 ThermoFisher 于 9-7-2008 09:09 AM 发表
棕油股这个板块这几天都承受强大的卖压，想买PPB的朋友小心了。。。

为什么？

cwybomba

跌到PPB的NTA了。。。。买家出来了。。。。。

ThermoFisher

Investors getting a sweet deal - PPB Group
Upgrade of target price (Buy; RM11.00; TP RM13.50)

We revise Wilmar’s FY08F, FY09F and FY10F net profits by –0.7%, +8.2% and +11.8%, respectively, due to our recent CPO price upgrades and stronger US$. Our DCF-derived target price (WACC 8.3%, terminal growth rate 3%) on Wilmar is now upgraded to S$5.85 (from S$5.65 previously), based on US$4.13/share and S$1.42 exchange rate (compared to previous forecast of US$4.11 and S$1.37 exchange rate). In line with the upgrade in Wilmar’s net profit and target price, we upgrade our PPB’s target price to RM13.50 (from RM12.90 previously). Our SOP valuation for PPB assumes Wilmar’s fair value at S$4.70 per share, at 20% holding company discount to Wilmar’s target price of S$5.85 per share.

Our sum-of-the-parts valuation for PPB is RM12.95 per share, valuing its stakes in several listed companies at current market prices. The market values of these securities are already around RM13.9b (or around RM11.73 per PPB share), implying that investors aregetting sugar, flour and other operations for free.

We believe that PPB Group’s share price has yet to reflect its strong fundamentals with upside from Wilmar and growth from its sugar and flour divisions. The group’s financials remain strong with net cash of RM0.62 per share as at 1Q08.

Maintain Buy.

Listed Investments	Share	PPB's %	No. of Shares	Share Price	Share Price (RM)	Value share	Value PPB
	(Million)		(Million)	(SGD)	SGD1 = RM2.30	(RM million)	(RM)
Wilmar International	6386	18.3%	1168.6	4.65	10.70	12498	10.54
Tradewinds (M)	297	10.9%	65		4.50	293	0.25
Redtone Int	252	8.6%	21.7		0.38	8	0.01
Maybulk	1000	14.0%	140		3.60	504	0.43
Transmil	270	4.3%	46.4		1.20	56	0.05
Foreign shares#						548	0.46
Market Value						13907	11.73

[ 本帖最后由 ThermoFisher 于 9-7-2008 11:13 AM 编辑 ]

小巴菲

郭氏兄弟这几天不知出来买入了吗？？？

itkang

10 July, 10.00 am
RM 9.55    -0.15

cwybomba

Company Name : PPB GROUP BERHAD  
Stock Name  : PPB
Date Announced : 10/07/2008


Name : KUOK BROTHERS SDN BERHAD
Address : 18TH FLR WISMA JERNEH 38 JLN SULTAN ISMAIL
50250 KUALA LUMPUR

NRIC/Passport No/Company No.
: 1765-T
Nationality/Country of incorporation
: MALAYSIA
Descriptions
(Class & nominal value)
: ORDINARY SHARES OF RM1.00 EACH, FULLY PAID

Name & address
of registered
holder
: KUOK BROTHERS SDN BERHAD
18TH FLR WISMA JERNEH 38 JLN SULTAN ISMAIL
50250 KUALA LUMPUR


Details of changes
Type of transaction Date of change No of securities Price Transacted (RM)
Acquired 03/07/2008  100,000  
Acquired 04/07/2008  200,000  
Acquired 07/07/2008  415,000  
Acquired 08/07/2008  400,000  
Acquired 09/07/2008  200,000  
Circumstances
by reason of which change has occurred
: ACQUISITION

Nature of
interest
: DIRECT/INDIRECT

Direct (units) : 496,242,670
Direct (%) : 41.86
Indirect/deemed interest (units)
: 4,716,412
Indirect/deemed interest (%)
: 0.4
Total no of securities after change
: 500,959,082
Date of notice : 10/07/2008