Nuffnang

Saturday, 29 March 2014

TROP: 简单信息里的奥秘 (The secrets behind the simple messages)

加快,增强,可维持。。。和。。。股东基金化

Accelerating, enhancement, sustainable... & ...INSTITUTIONALIZE shareholders base!

Source: http://ir.chartnexus.com/tropicana/presentation.php (March 2014 Investor Presentation, page46)

信息重温!Refresh the message!
切入点 vs 心态 (Time The Trend vs Mentality Management)

Tuesday, 25 March 2014

TROP: 强中之强! (It will become greater!)

重点:
1)未入账销售达~21.8亿令吉。
2)2014年拥有总值32亿令吉的发展和预测能发售20亿令吉的增收。
3)积极减低净负债比率。【净负债比率 = (总负债 - 现金或现金同等)/ 总资产)】
4)一流的发展地段。
5)一等一的房地产发展商。

以上的(1)+(2),粗粗预测接下来的3-4年内,单单靠房屋销售的收入,平均每年的每股盈利最低可以到达15仙,应该会更高。
以上的(3),会带来多次的一次性的高收入。最近19-Mar-14的消息,公司卖出部分的地段给Eco World,已经肯定会带来大概每股12仙的盈利。预测陆续还会有惊喜!
以上的(4)+(5),是一个品牌保证的资产。也是证明管理层的付出。

在未来的20年,手上可发展的地段总价值超过800亿令吉!

这次,我不再看为投机了!这是一题短中期的投资。基本面和技术面看来,亏损有限,赚副无限!值得一试!

更清楚的资料,都可以从公司网站里的报告看。不要错过!
http://ir.chartnexus.com/tropicana/presentation.php

Focus Points:
1) Unbilled sales stand at RM2.18bil.
2) RM3.2bil new launches in FY14, target sales of above RM2bil.
3) Aggressively lower down the net gearing. [Net gearing = (Total Liabilities - Cash and equivalent) / Total Assets.]
4) First class landbanks in well locations.
5) A premium brand property developer.

For (1) + (2), estimation for the 3-4 years down the road, the properties sales are expected to contribute to company earning at least eps 15sen yearly (rough calculation), but expect to me more.
For (3), expect more contribution of one time deal income to company earning. The latest news on 19-Mar-14, the company sold part of its land to Eco World and expected to bring earning to company about eps 12sen. Expect more surprise will be coming!
For (4) + (5), the branding is the guarantee of great assets for the company. It also prove great effort from the management.

There is more than RM80bil of GDV for the coming 20 years to feed the company very well.

It is no longer a trading for me, but good investment for short to mid term. Fundamentally and technically view as limited downside, but offer great room for upside. Worth a try!

For details, company website provided a greater presentation material to explain it. Don't miss it!
http://ir.chartnexus.com/tropicana/presentation.php

Monday, 24 March 2014

Venture Capitalist


Dictionary Says

Definition of 'Venture Capitalist'


An investor who either provides capital to startup ventures or supports small companies that wish to expand but do not have access to public funding. Venture capitalists are willing to invest in such companies because they can earn a massive return on their investments if these companies are a success.

Venture capitalists also experience major losses when their picks fail, but these investors are typically wealthy enough that they can afford to take the risks associated with funding young, unproven companies that appear to have a great idea and a great management team.
Investopedia Says

Investopedia explains 'Venture Capitalist'


Well-known venture capitalists include Jim Breyer, an early Facebook investor; Peter Fenton, an investor in Twitter; Peter Theil, the co-founder of PayPal and Facebook's first investor; and Jeremy Levine, the largest investor in Pinterest.

Venture capitalists look for a strong management team, a large potential market and a unique product or service with a strong competitive advantage. They also look for opportunities in industries that they are familiar with, and the chance to own a large percentage of the company so that they can influence its direction.

Related Video for 'Venture Capitalist'


Other Source:
http://en.wikipedia.org/wiki/Venture_capital