Nuffnang

Wednesday, 23 October 2013

基本投机篇:YFG

平时除了投资在基本好的股,偶尔也会投机在基本不超烂和看到有一点甜头的股。只要那些甜头能带来比较大的胜算,我还是会买入少许治手痒。这样的股,基本就一眼带过。重点都是做甜头的调查。

YFG的前名为PJI。主要做建筑和房地产的生意。
甜头如下:
1. 手中拥有超过5亿的工程。去年整年的营利才1.35亿。公司也正在投标着7亿多的工程。
2. 咸鱼翻身的效应。
3. 技术面。

风险如下:
1. 公司的现金低,工程收不到钱分分钟会导致公司黄飞鸿收档。
2. 有些工程大,限期又短。不能准时交工,随时中罚钱。
3. 没股息,股价变死水一般,到头来什么都得不到反而错失投资其它好股的机会。

投资在好基本的股,风险都不能避免。所以,投机在基本不稳的股,风险就变得更大。还是老土的再说一句,买卖自负!

Aside from invest in good fundamental stock, I do buy stock for speculation purpose. But it must come with reasonable requirements and the stock must not to be a company with very bad result. For this kind of speculation with FA, just take a brief look on fundamental figure will do. Focus is more on some key-point which is able bring up the share price.

YFG, known as PJI in the past, is mainly doing construction and property business.
Below are the key-points to speculate:
1. On hand contract with more than RM500mil. Last fiscal year's revenue is only RM135mil. Company is still actively tendering for more jobs worth about RM700mil.
2. The effect of salt fish revival.
3. Technical chart looks good.

Below are the risks:
1. Cash level is very low. If receivable unable turn into cash during or after project completion, company may face bankruptcy.
2. Certain on hand contracts come with big value and short completion time-frame. If job fail to meet the timeline, company may be penalised for late delivery.
3. No dividend. If the share price remain flat for long time, you may get nothing and also miss out opportunity to invest in other good stocks.

We have to face risk even invest in strong fundamental stock. Thus, the risk will be greater for speculation. Buy at your own risk!


YFG

YFG to build affordable homes (9-Sep-13)

Friday, 11 October 2013

UMSNGB: 卖掉香港的子公司 (Disposal of fully owned subsidiary in HK)

给一个简单的结论:香港的这个子公司,接下来的未来都不看好。卖掉它,不但可以避免每季的亏损,还可以挤出更多的现金来发展公司的生意。简直是个天大的好消息!

Provide a brief summary: Disposal of this fully owned subsidiary (HK), shall avoid further loss incur to the company as well as rise up the capital for CAPEX purpose. It is definitely a great news to the company!

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS): RELATED PARTY TRANSACTIONS UMS-NEIKEN GROUP BERHAD ("UMS-Neiken" or "the Company") Proposed Disposal by UMS-Neiken of Its Entire Shareholding in High Project Limited, a Wholly-Owned Subsidiary of the Company

UMS-NEIKEN GROUP BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
DescriptionUMS-NEIKEN GROUP BERHAD ("UMS-Neiken" or "the Company")
Proposed Disposal by UMS-Neiken of Its Entire Shareholding in High Project Limited, a Wholly-Owned Subsidiary of the Company

Please refer to the attachment for details of the announcement.
This announcement is dated 11 October 2013.


Announcement Info

Company NameUMS-NEIKEN GROUP BERHAD  
Stock NameUMSNGB    
Date Announced11 Oct 2013  
CategoryGeneral Announcement
Reference NoCA-131011-57450


UMSNGB

Thursday, 10 October 2013

UMSNGB: 噢亿噢 O.E.O.

遵守自己的承诺来做个交代。之前的调整,我还是一直守。也答应适当的时候,把盈利放出来。这将会是我第一次和最后一次的买卖交代。改次跟随买入的人,还是那句,买卖自负。

股票投资的回报,不是一朝一日的事。
买入前,做功课。买入后,耐心等。思想乱,回头想。

恭喜那些有耐心跟我一起守票的战友!大家现在都属于不败之身的地步了。接下来的战场,就由你自己去学习和体会。。。

Just to keep my promise. I still keeping the share during recent market adjustment. As I mentioned, I will post up the profit when the time is right. This will be my first and last announcement. In future, for those who follow to buy in, you shall always trade at your own risk.

Don't be too greedy and hurry to aim for instant profit. You won't able to make it for every time.
Do your homework before buy in. Be patient after you buy in. When get panic, goes back to the starting point and re-think again.

Congratulation to my allies who dare to hold and ride through the panic moment! Your position now is very very safe. Just go ahead to fight and learn the coming battle strategy by your own...

UMSNGB