|
|
发表于 3-4-2017 12:43 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 5-4-2017 09:12 PM
|
显示全部楼层
謝謝分享
|
|
|
|
|
|
|
|
|
|
|
|
发表于 5-4-2017 10:59 PM
|
显示全部楼层
不必客氣..
|
|
|
|
|
|
|
|
|
|
|
|
发表于 7-4-2017 08:36 PM
|
显示全部楼层
本帖最后由 icy97 于 9-4-2017 05:02 AM 编辑
世霸龙建议1拆2
2017年4月8日
http://www.enanyang.my/news/20170408/世霸龙建议1拆2/
（吉隆坡7日讯）世霸龙（SUPERLN，7235，主板工业产品股）建议，把股票1股分拆为2股，以降低股价，进而提高股票流通量及扩大股东群。
该公司今日向交易所报备，股票分拆后，股票数量将从目前8000万股，增加一倍到1亿6000万股。
随着股票数量增加，该公司的每股净利将减少。
如无意外，取得所有批准后，世霸龙股票分拆活动将会在2018财年次季完成。
Type | Announcement | Subject | SUBDIVISION / CONSOLIDATION OF SHARES (CHAPTER 13 OF LISTING REQUIREMENTS) | Description | SUPERLON HOLDINGS BERHAD (SUPERLON OR THE COMPANY)- PROPOSED SHARE SPLIT INVOLVING THE SUBDIVISION OF EVERY ONE (1) EXISTING ORDINARY SHARE IN THE COMPANY INTO TWO (2) SUPERLON ORDINARY SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER (PROPOSED SHARE SPLIT) | The Board of Directors of Superlon (“the Board”) wishes to announce that the Company proposes to implement a share split involving the subdivision of every one (1) existing ordinary share in the Company (“Share”) into two (2) Superlon Shares held on an entitlement date to be determined later (“Proposed Share Split”).
The details of the announcement are shown in the attachment.
This announcement is dated 07 April 2017. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5390765
|
|
|
|
|
|
|
|
|
|
|
|
发表于 7-4-2017 11:16 PM
|
显示全部楼层
星期一 Ex 了可以再加貨了.. |
|
|
|
|
|
|
|
|
|
|
|
发表于 11-4-2017 03:57 AM
|
显示全部楼层
世霸龙
今年净利料胜去年
2017年4月11日
分析：MIDF投资研究
目标价：3.64令吉
最新进展：
世霸龙（SUPERLN，7235，主板工业产品股）建议，把股票1股分拆为2股，以降低股价，进而提高股票流通量及扩大股东群。
股票分拆后，股票数量将从目前8000万股，增加一倍到1亿6000万股。
行家建议：
世霸龙在越南成立独资子公司，冀加强公司地位，并进一步渗透入其他印度中国市场。
我们认为，这一举措是可取的，因越南已是公司首3大市场之一，且在当地占重要地位，能进一步提升客户信心、提供优质售后服务，以及更易适应需求变化。
另外，通过新仓库，预计能将世霸龙的产能，进一步推高10%至20%。
此外，公司可利用额外的空间，缩短客户交付时间，赚取更多收入。
根据世霸龙首9个月的表现，预计今年净利表现优于上财年。从新仓库和市场扩张计划中获得成果，相信2018财年对公司充满正面。
维持“买入”评级，但上调目标价至3.64令吉；预计新仓库资本化后，净现金仍维持在960万令吉。
【e南洋】
|
|
|
|
|
|
|
|
|
|
|
|
发表于 13-4-2017 12:03 AM
|
显示全部楼层
本帖最后由 icy97 于 13-4-2017 12:07 AM 编辑
(richDad) - SUPERLON: More than 40% upside (Targeting RM4.50)
Author: richDad1 | Publish date: Mon, 10 Apr 2017, 09:39 AM https://klse.i3investor.com/blogs/richDad/120267.jsp
1. Main business = manufacturing of thermal insulation product. These descriptions are from their website which says “Superlon Worldwide has accumulated more than 20 years of manufacturing experience in nitrile butadiene rubber (NBR) foam. Superlon Worldwide is the preferred NBR insulation manufacturer for the HVAC and R industry in Malaysia.” In lay man term, assuming you have air cond in your house. Inside the air cond, it needs the thermal insulation parts to make it run efficiently. Thermal insulation is used in many other products not only air cond but this explanation is enough to understand the business model.
To fully understand what SUPERLON does you can visit their website here
http://www.superlon.com.my/about
2. Strong 9MFY17 earnings (+34% to RM17.34m). Accordingly, EPS also jump 34% to 21.84 sen. Reason for the earnings surge can be seen below.
3. Consistently paid dividend in the past 10 years. FY17 dividend has increased by 22% to 11 sen (against 9 sen in FY16). The Company has consistently paid dividend in the past 10 years.
4. 1-To-2 share split to crystalize the share price. Sometimes, the investors mindset of cheap or undervalued shares are clouded by the share price. For example, we often hear comments like “Stock AA is very cheap at only 50 sen per share” without even comparing it against the PE. While this method of looking at stock is wrong, it sticks in the normal investor mindset like a glue and it is hard to change. SUPERLON (which is a good stock backed by minimum 10 years of earnings and dividend) has decided to split its share by 1-to 2…. What does that mean? It means that there will be NEW DEMAND for its share once the split is completed as its share price become in the range of RM1.50 to RM2.00. You can read the full story here
http://www.theedgemarkets.com/my/article/superlon-proposes-one-two-share-split-improve-liquidity
5. Long term value is RM4.50 per share. There is more than 40% upside that I am looking at. I think that the Company is worth 15x PE and this is already conservative by looking at its strong earnings growth. In FY16, SUPERLON earnings surge 78% to RM16.66m. For 9MFY17, the earnings is already at RM17.34m or HIGHER than FY16 earnings! I think FY17 full year earnings can easily grow by 30% to RM21.66m. Comparing my 15x PE against 30% earnings growth potential (which is quite secured), the 15x PE is very reasonable.
For FY18 earnings, I am putting a conservative earnings growth of 10% to RM23.83m (or EPS of about 30 sen – round up from 29.78 sen ).
15x PE * 30sen FY18 EPS = RM4.50
For record keeping purpose, I am using last Friday closing price of RM3.16 |
|
|
|
|
|
|
|
|
|
|
|
发表于 23-4-2017 08:39 AM
|
显示全部楼层
成績六月尾出爐﹐再加貨... |
|
|
|
|
|
|
|
|
|
|
|
发表于 21-5-2017 02:51 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 21-5-2017 05:43 AM
|
显示全部楼层
EX-date | 05 Jun 2017 | Entitlement date | 07 Jun 2017 | Entitlement time | 04:00 PM | Entitlement subject | Subdivision | Entitlement description | Subdivision of every 1 existing ordinary share held in Superlon Holdings Berhad ("Superlon") ("Share") into 2 ordinary shares in Superlon ("Subdivided Share(s)") at 4.00 p.m. on 07 June 2017 ("Entitlement Date") ("Share Split") | Period of interest payment | to | Financial Year End | 30 Apr 2017 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222 | Payment date |
| | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 07 Jun 2017 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| | c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| | Entitlement indicator | Ratio | Ratio | 2 : 1 | Rights Issue/Offer Price |
| | Par Value (if applicable) | Malaysian Ringgit (MYR) |
|
|
|
|
|
|
|
|
|
|
|
|
发表于 30-5-2017 08:26 PM
|
显示全部楼层
|
再加貨~! |
|
|
|
|
|
|
|
|
|
|
|
发表于 20-6-2017 03:01 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 20-6-2017 09:27 PM
|
显示全部楼层
本帖最后由 icy97 于 20-6-2017 11:43 PM 编辑
SUMMARY OF KEY FINANCIAL INFORMATION
30 Apr 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Apr 2017 | 30 Apr 2016 | 30 Apr 2017 | 30 Apr 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 32,546 | 23,606 | 106,269 | 90,411 | | 2 | Profit/(loss) before tax | 7,885 | 4,802 | 30,223 | 21,362 | | 3 | Profit/(loss) for the period | 6,370 | 3,703 | 23,715 | 16,660 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 6,370 | 3,703 | 23,715 | 16,660 | | 5 | Basic earnings/(loss) per share (Subunit) | 8.02 | 4.66 | 29.87 | 20.98 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 11.00 | 9.00 |
|
| 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 ($$) | 1.3601 | 1.1265
|
|
|
|
|
|
|
|
|
|
|
|
|
发表于 21-6-2017 08:10 PM
来自手机
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 22-6-2017 04:18 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | SUPERLON HOLDINGS BERHAD ("SUPERLON" OR "THE COMPANY")DIVIDEND POLICY | The Board of Directors (“Board”) of Superlon Holdings Berhad (“Superlon”) is pleased to announce that the Company will adopt a dividend policy to allow shareholders to participate in the profits of Superlon, as well as keeping sufficient reserves for future growth.
Barring any unforeseen circumstances, Superlon targets a payout ratio of at least 30% of its audited consolidated profit after taxation attributable to shareholders for each financial year, after excluding non-operating income that is capital in nature. This dividend policy will take effect from the financial year ending 30 April 2018.
The declaration of interim dividends and the recommendation of final dividends are subject to the discretion of the Board and any final dividend for the year is subject to shareholders’ approval. Any dividend payment will depend on various factors, including Superlon’s earnings, operating conditions, capital requirements, future expansion plans, general economic condition and working capital requirements, the Company’s distributable reserves, any contractual obligations and other factors considered relevant by the Board.
The dividend policy reflects the Board’s intention to continue to reward the shareholders and does not constitute a legally binding statement in respect of the Company’s future dividends which are subject to modification (including reduction or non-declaration thereof) at the Board’s discretion.
This announcement is dated 20 June 2017. |
|
|
|
|
|
|
|
|
|
|
|
|
发表于 22-6-2017 04:20 AM
|
显示全部楼层
EX-date | 05 Jul 2017 | Entitlement date | 07 Jul 2017 | Entitlement time | 05:00 PM | Entitlement subject | Interim Dividend | Entitlement description | An Interim dividend of 1.5 sen per ordinary share, tax exempt under single-tier system in respect of the financial year ending 30 April 2018 | Period of interest payment | to | Financial Year End | 30 Apr 2018 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222 | Payment date | 28 Jul 2017 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 07 Jul 2017 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| | c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| | Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.015 |
|
|
|
|
|
|
|
|
|
|
|
|
发表于 23-6-2017 04:31 AM
|
显示全部楼层
业绩超标．扩大生产．世霸龙明年盈利上调24%
（吉隆坡21日讯）世霸龙控股（SUPERLN，7235，主板工业产品组）2017财政年业绩超越预期，分析员看好该公司扩大生产规模，未来营运盈利有望进一步改善，上调2018财政年盈利预测24%。
MIDF研究指出，该公司销售首次超越1亿令吉，按年增17.5%，主要是受贸易业务表现比预期理想支撑。而净利走扬42.4%至2372万令吉，是因为获较高销量及更佳赚幅支撑。
该公司录得年度及季度最高销量，2017财政年盈利赚幅，从2016财政年的39.04%进一步改善至41.45%，净利润则从18.43%走高至22.32%。
MIDF研究相信，该公司销量还有成长空间，因其新仓库还未全面使用，一旦全面全面使用，预计至少有额外10%的产能优化。
该公司越南新厂房预订在2019财政年投运，MIDF研究对此不感意外，因越南为该公司重要市场。新厂房将建在2.47英亩的土地上，资本开销预算400万美元（1700万令吉）。
该行相信融资将不成问题，因该公司拥有强稳营运现金流及处于净现金水平，有空间可举债。
专营橡胶隔热绝缘材料与配件的世霸龙控股，现金流比去年的3040万令吉进一步增至3239万令吉，不过，因扩张业务贷款，净现金企于2202万令吉。
该行相信，其现金将在未来派上用场，以最低融资成本用于越南新厂，主要是净现金已超过1700万令吉资本开销预算。
30%派息政策正面
另外，该公司也宣布30%派息政策，该行指出，虽然比过去5年的50%最高派息率低，但依然正面看待，因这意味回馈股东的承诺将被正式化。
考量未来享有较高销售及更佳获利赚幅，MIDF研究上调2018财政年盈利预测24%，同时也看好，更佳规模经济将进一步改善营运盈利，调高每股派息预测，从5.5仙增至6仙。
另外，该行也提高2018财政年每股盈利预测，从14仙增至17.35仙。
有鉴于此，该行维持“买进”评级及上调目标价至2令吉26仙。
文章来源：
星洲日报‧财经‧报道：郭晓芳‧2017.06.21 |
|
|
|
|
|
|
|
|
|
|
|
发表于 27-6-2017 01:38 AM
|
显示全部楼层
|
|
|
|
|
|
|
|
|
|
|
发表于 6-7-2017 10:36 PM
|
显示全部楼层
本帖最后由 icy97 于 7-7-2017 12:08 AM 编辑
【绝世霸龙】- SUPERLN(7235) 投资USD 4 mil越南设厂，FY2018营业额盈利预计再破历史新高！
July 5, 2017
http://harryteo.blogspot.my/2017/07/1403-superln7235-usd-4-milfy2018.html
SUPERLN(7235)在6月20日交出了非常惊艳的业绩，营业额以及盈利都突破了历史新高。而且单个季度的营业额从之前最高的RM25.801 mil增长到RM32.546 mil，足足增长了26.14%。虽然营业增长了许多，大家有没有发觉盈利QOQ之增长了区区RM0.117 mil。
之前参加了不少股东大会，了解到不少华资企业会选择在年终或者每年的1-3月派发花红。因此笔者【推测】公司Net Profit Margin下滑是因为Bonus等开销，这种情况也曾经发生在FY2016的Q4, 连续2年的Q4的Net Profit Margin都是1年的低谷。
不过SUPERLN未来2年的成长非常值得期待，因为管理层很积极地扩张海外的市场以及提升Operating Profit Margin。
虽然公司的在FY2017的营业额只增长了18%，但是Net Profit却增长了42%。笔者非常感叹这家公司的Profit Margin，在5月的EGM也发问过这个问题。管理层表示公司的规模较小，所以可以有效的控制成本以及提升效率，而且未来还是会持续改善Profit Margin。
此外，管理层的目标是营业额每年增长10%，因此FY2018的营业额有望冲击历史新高的RM120 mil。此外，由于产量加大会产生Economies of Scales的效果，Operating也会有增长的空间。
公司的全年盈利已经连续11个季度保持成长，可以看得出管理层真的非常用心地创造价值来回馈股东。在新Warehouse的贡献下，预计FY2018会继续攀登新的高峰。
公司在FY2017投入了RM15.015 mil在买进新机器以及建设仓库，这就是公司保持成长的底气。此外，Investing cash flow出现了Prepaid lease payments for land，这笔开销有可能是用来租借越南的地皮来建设新厂。
跟1年前相比，PPE从RM56.3 mil增长到RM71.52 mil，而且公司的Inventories (存货)也从RM9.594 mil增加一倍到最新季度的RM19.796 mil。因为新的仓库开始运作，所以SUPERLN有更多的空间存放存货，同时也可以接更大的订单。
公司拥有RM37.344 mil的现金，扣除RM7.927 mil的总借贷，公司手握RM29.417 mil的Net Cash。雄厚的现金流让SUPERLN可以维持丰厚的派息以及不断扩张海外市场，让公司的价值不断提升。
SUPERLN在Prospect里提到，公司将会投资USD 4 mil在越南建设新厂，预计FY2019可以开始贡献盈利。根据媒体的报导，越南的新厂会在FY2018上半年动工(也就是现在)，预计FY2019的上半年完成建设，FY2019下半年开始运作。而FY2019的Q3就是在2018年11月，这意味这1年半后越南新厂就可以开始贡献盈利，FY2019会更加出色亮眼。
以现在RM2.25的股价结算，SUPERLN在2017年的涨幅(包括3次股息)高达83.2%。因此笔者预计今年的涨幅跟上半年相比会放缓许多，但是FY2018以及FY2019会更加令人期待。这是一家每年可以保持20%成长的稳健优质股，当股价被不理智的抛售时将会是不错的进场时机。 |
|
|
|
|
|
|
|
|
|
|
|
发表于 8-7-2017 04:23 AM
|
显示全部楼层
Notice of Interest Sub. S-hldr (Section 137 of CA 2016)Particulars of Substantial Securities HolderName | KUMPULAN WANG PERSARAAN (DIPERBADANKAN) | Address | Level 36 Integra Tower
The Intermark
948 Jalan Tun Perak
Kuala Lumpur
50400 Wilayah Persekutuan
Malaysia. | Company No. | KWAPACT6622007 | Nationality/Country of incorporation | Malaysia | Descriptions (Class) | Ordinary Shares | Name & address of registered holder | KUMPULAN WANG PERSARAAN (DIPERBADANKAN)LEVEL 36, INTERGRA TOWERTHE INTERMARK348 JALAN TUN RAZAK50400 KUALA LUMPUR |
| Date interest acquired & no of securities acquired | Date interest acquired | 04 Jul 2017 | No of securities | 1,500,000 | Circumstances by reason of which Securities Holder has interest | Acquisition of sares in open market by Kumpulan Wang Persaraan (Diperbadankan) ("KWAP") | Nature of interest | Direct Interest |  | | Total no of securities after change | Direct (units) | 7,408,400 | Direct (%) | 4.665 | Indirect/deemed interest (units) | 1,453,100 | Indirect/deemed interest (%) | 0.915 | Date of notice | 05 Jul 2017 | Date notice received by Listed Issuer | 07 Jul 2017 |
No | Date of change | No of securities | Type of Transaction | Nature of Interest | | 1 | 05 Jul 2017 | 2,400,000 | Acquired | Direct Interest | Name of registered holder | KUMPULAN WANG PERSARAAN (DIPERBADANKAN) | Address of registered holder | Level 36 Integra Tower The Intermark 348 Jalan Tun Razak 50400 Kuala Lumpur | Description of "Others" Type of Transaction | |
Circumstances by reason of which change has occurred | Open market deal | Nature of interest | Direct Interest | Direct (units) | 9,808,400 | Direct (%) | 6.177 | Indirect/deemed interest (units) | 1,453,100 | Indirect/deemed interest (%) | 0.915 | Total no of securities after change | 11,261,500 | Date of notice | 06 Jul 2017 | Date notice received by Listed Issuer | 07 Jul 2017 |
|
|
|
|
|
|
|
|
|
|
| |
 本周最热论坛帖子
|
3962 
65
