Tuesday, May 10, 2011

换马行动

今天把我 EPF 户头的 MEGB 全数套利,然后买入 COASTAL.
就看看 COASTAL 是否还会重演 KPJ, QL, KULIM, MITRA 和 MBSB 的历史。

MBSB 是最暗干的。除价前的盈利,因为计算方法的问题导致全数回吐。还好有 9 仙的股息安慰下. 不过,我有可能把 MBSB 做长期投资。不是因为住套房,而是很喜欢它的生意模式。何况,不排除它经过这次加大股本,进而转型成为银行。信用卡和 personal loan 是银行最赚钱的管道。AEONCR 就是一个好例子。MBSB 以 personal 为基础,净利年年翻新高,股息也不错,应该值得守。

唯一的隐忧是大环境的状况。昨天和一位供应建筑器材的朋友聊天,他说本地的建筑工程已经沉静了 2 个月,政府没有出钱。很难估计前景如何。

(难怪昨天糖又起价了,总要从某些地方下手)

14 comments:

有目标的大头 said...

接下来什么都要起了。。。可恶啊!!!

choon seong said...

为什么要卖完MEGB呢?它现在的PE也很低嘛

Ohaiyo said...

因为我可能需要动用大笔现金做进口生意. 惟有动用 EPF 的户口. EPF 户口里头, 全都是 MEGB. 衡量了 MEGB 和 COASTAL, 还是选择短期先战 COASTAL, 3-6 个月后再调回来 MEGB. 希望它还在 RM2.00 等我.

cutemum said...

我不懂所谓的策略。。。不过很单纯的看了想请问:一个C可以买2个M了喔?为什么你会舍弃M去买C?
如果你认为M 3-6个月可能到RM2。。那意思目前的RM1.50可能上了5毛钱。。。
而你对C的看法则是。。。它短期的涨数更高是吗?意思目前RM3.50可能3-6个月会涨更多的意思啊?
我不大会分析股。。。只会从表面钱来看而已。嘻

Ohaiyo said...

买股不应看股价,而是应该衡量其价值。
你应该把我的 MBSB 和MEGB 混乱了。
我是从 MEGB 换去 COASTAL.

MEGB 的 rolling EPS 大约是 36 仙。现在股价为 RM2.27, PE = 6.3倍。

COASTAL rolling EPS = 55.43 仙。股价是 RM3.57, PE = 6.4 倍。

两个的投资价值都一样。

MEGB 我看好它未来的盈利,但可能最快在一年后才开始爆发。

COASTAL 是油气股。油气行业在大马是不会死的。这个牵涉到国家利益。短期内有红股和凭单效应。通常这种提议会在 3-6 个月内除权。只要没有什么大件事发生,赚钱的机会应该很浓。

cutemum said...

PAISEH。。。PAISEH。。。我确实想住MBSB了。
意思C+MEGB2只股都好。。。不过C先爆发所以选C。。。然后才把盈利再买MBSB而不是MEGB了??

Ohaiyo said...

大概是酱

nsp said...

may i know how to apply EPF money to buy share?

thanks

Ohaiyo said...

Apex or Jupiter can help you.

nsp said...

TQ

hoo said...

Coastal slips but cancellation of MoU with Ramunia minimal

Written by Joseph Chin of theedgemalaysia.com
Friday, 20 May 2011 15:49
http://www.theedgemalaysia.com/business/186892-coastal-slips-but-cancellation-of-mou-with-ramunia-minimal-impact.html

KUALA LUMPUR: Shares of COASTAL CONTRACTS BHD [] fell in late afternoon on Friday, May 20 in line with a lacklustre market while analysts viewed the cancellation of the MoU with Ramunia Bhd would have minimal impact.

At 3.43pm, Coastal was down seven sen to RM3.57 with 371,000 shares done, off the intra-day high of RM3.65.

On Thursday, Ramunia said Coastal’s unit Pleasant Engineering Sdn Bhd and Ramunia had both agreed not to proceed with the MoU signed on Jan 28, 2010 for the proposed collaboration to undertake tendering, bidding and fabrication in relation to structures for the O&G industry.

OSK Research said its fair value for Coastal remained unchanged at RM4.85 based on the existing price-to-earnings ratio (PER) of 8.0 times FY11 earnings.

“We continue to like Coastal for its strong delivery track record and we think its performance would be sustainable as it still has a strong orderbook of RM760 million which can keep the company busy over the next 12 months while it proceeds to enhance its shareholders’ value by finding a business partner for the O&G opportunities,” it said.

hoo said...

Koon Yew Yin, the founder of some of the largest construction companies in Malaysia - IJM Corporation, Gamuda and Mudajaya

When to sell Coastal Contracts?
Koon Yew Yin 30th May 2011
http://malaysiafinance.blogspot.com/2011/06/when-to-sell-coastal-contracts.html

http://www.investalks.com/forum/redirect.php?goto=findpost&ptid=1245&pid=658160

Ohaiyo said...

thanks for sharing. This could be good and bad. This rich guy hold so huge amount of COASTAL and he seems to have big influence.

Must be extra careful, in case need to run, must run before him.

hoo said...

12,308,700 x 3.64 = 44,803,668

3.4%股票市值4千4百多万。
要留意他所带出来的讯息。