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Eternal Win | eternalwin.blogspot.com Reviews
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Eternal Win | eternalwin.blogspot.com Reviews

https://eternalwin.blogspot.com

Page of selected investment and economics articles from other sources. Copyright of each articles belongs to its respective source.

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1

Eternal Win: 六月 2008

http://eternalwin.blogspot.com/2008_06_01_archive.html

65288;吉隆坡30日訊)雲頂(GENTING,3182,主板貿服股)最新公佈的08財政年第一季業績,大致上符合市場人士的預測,這促使多數分析員將該公司的投資評級維持為「買進」。 雲頂第一季的營業額為22億令吉,同時,其核心淨利為4億3940萬令吉,這大約是市場人士對該公司全年平均預期的26.6%。該公司所有的業務部門都提供正面的成長,除了被英國博彩營運所拖累的休閒業務。 與上一財政年同期相比,雲頂第一季的營業額提高6.6%,但是,其常年化計算的稅前盈利則提高31.8%,這主要是因為高額的種植業務和電力業務貢獻,以及聯號公司沒有出現虧損的狀況。 針對市場猜測,雲頂可能會脫售其電力資產,肯南嘉投行分析員表示,他們無法肯定雲頂是否會脫售其電力資產,但是,相信這將會是該公司釋放資產價值的其中一個策略性行動。根據肯南嘉投行的保守估計,雲頂旗下電力資產的價值至少達到30億令吉。 肯南嘉投行維持對雲頂「買進」的投資建議,並且將目標價格維持在9.90令吉的水平。 了解时局·穿针引线 云顶打入伦敦市场 2008/06/01 17:34:44. 9679;南洋商报 谢静雯整理译自《福布斯亚洲》. 出生在富有家庭&#65...

2

Eternal Win: 16-10-2008: KNM comes under selling pressure

http://eternalwin.blogspot.com/2008/10/16-10-2008-knm-comes-under-selling.html

16-10-2008: KNM comes under selling pressure. Email us your feedback at fd@bizedge.com. KUALA LUMPUR: KNM Group Bhd, the fastest-growing oil and gas stock last year, fell with a thud yesterday. The counter shed 21.5 sen, or 23.8%, to close at 69 sen as the bears continued to triumph at the stock market. KNM was queried by the stock exchange about the unusually heavy trading in its shares. But the company said it was not aware of any unusual activities. However, the share price could see a rebound. Th...

3

Eternal Win: 28-05-2008: KNM 1Q net profit jumps 41.3%

http://eternalwin.blogspot.com/2008/06/28-05-2008-knm-1q-net-profit-jumps-413.html

28-05-2008: KNM 1Q net profit jumps 41.3%. Email us your feedback at fd@bizedge.com. KUALA LUMPUR: KNM Group Bhd, a fabrication specialist, saw its net profit jump 41.3% to RM54.1 million in the first quarter ended March 2008 (1QFY08), from RM38.3 million a year earlier, helped by a larger production capacity and more jobs in hand. In the quarter under review, revenue rose 26.3% to RM331.22 million, from RM262.22 million in the same period last year. KNM had in February proposed to raise up to RM2.2 ...

4

Eternal Win: 雲頂08財政年第一季業績

http://eternalwin.blogspot.com/2008/06/08.html

65288;吉隆坡30日訊)雲頂(GENTING,3182,主板貿服股)最新公佈的08財政年第一季業績,大致上符合市場人士的預測,這促使多數分析員將該公司的投資評級維持為「買進」。 雲頂第一季的營業額為22億令吉,同時,其核心淨利為4億3940萬令吉,這大約是市場人士對該公司全年平均預期的26.6%。該公司所有的業務部門都提供正面的成長,除了被英國博彩營運所拖累的休閒業務。 與上一財政年同期相比,雲頂第一季的營業額提高6.6%,但是,其常年化計算的稅前盈利則提高31.8%,這主要是因為高額的種植業務和電力業務貢獻,以及聯號公司沒有出現虧損的狀況。 針對市場猜測,雲頂可能會脫售其電力資產,肯南嘉投行分析員表示,他們無法肯定雲頂是否會脫售其電力資產,但是,相信這將會是該公司釋放資產價值的其中一個策略性行動。根據肯南嘉投行的保守估計,雲頂旗下電力資產的價值至少達到30億令吉。 肯南嘉投行維持對雲頂「買進」的投資建議,並且將目標價格維持在9.90令吉的水平。 了解时局·穿针引线 云顶打入伦敦市场 2008/06/01 17:34:44. 9679;南洋商报 谢静雯整理译自《福布斯亚洲》. 出生在富有家庭&#65...

5

Eternal Win: 四月 2008

http://eternalwin.blogspot.com/2008_04_01_archive.html

GENTING 以來,金融界紛紛唱好。 GENTING 有4-5年了,這段時日足以讓 林國泰發揮所長,. GENTING 的業績一覽表,會和您平時看的不同,因為我將非經營收入全部減掉,. 2004-2007 這4年間:-. 淨利平均複成長 14%;. 49%,大約是2億9千6百萬。 實際增長只有10%,平均複成長只有3%-4%,和銀行存利差不多! 林國泰接掌以來,財務報告開始多了非常多的『其它收入』(見表). 如 2007年般:-. Net gain on deemed disposal/ dilution of shareholdings. Gain on disposal of investment in associate. 12288;    =. GENTING 的帳目,彷乎成長快速。 但是如此處置,稍不小心,就會看錯實際收益數字,似乎有誤導之嫌。 分析員似乎不注重,該項目是:-. 市場有一個毛病,就是 『過度』. 忽視一次過的損失,而且只視為帳面損失,是 『非現金損失』. 但是別忘了,這 『非現金損失』. 65292;曾經也是 『現金』. GENTING 過往的 『. 65294;&#652...

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