Tuesday, January 14, 2014

股海宝藏:发林变沙中金子

股海宝藏 财经周刊 投资观点 2014-01-13 12:51

发林(Farlim,6041,主板产业股)于2013年9月23日宣布,将槟岛阿亚依淡23.48英亩土地,以1亿1200万令吉出售给一个马来西亚发展有限公司(1Malaysia Davelopment Bhd),净赚4610万令吉。

槟岛阿亚依淡一块土地刚于2012年12月从发林控股(Farlim Holding)转让予发林,以清完公司内部贷款5734万令吉。

现在还不到一年,地价几乎涨了一倍,让发林大赚一笔,印证“土地为王”的时代。此项交易预料于今年1月底前完成。

根据计算,公司资产实值为每股2.22令吉。

发林卖地之后,还有什么值钱资产呢?

股价大平卖

发林每股净有形资产2.55令吉,公司资产全是房地产与现金(不包括净流动资产),属于良性资产,但股价只有51仙,资产折扣高达80%。

更妙的是,公司每股净现金86仙,比股价高出35仙。所以说,发林股价大平卖,一点也不夸张。

发林在过去多年无派发股息,而且盈利表现平平,2012年12月财政年,甚至亏损463万令吉。

结果,在去年大牛市中,发林股价独憔悴,最惨时曾跌至23仙,令股东们心碎。

























(C)净现金(售地后):1亿2159万令吉(每股86仙)
总资产(A)至(C):3亿5808万令吉,即每股2.55令吉

3利好扭转乾坤

从今年开始,发林有望扭转乾坤,让股东们苦尽甘来,其理由有三:

(一)今年卖地完成后,公司拥有净现金1亿2159万令吉,摇身一变成为有钱公司。“有钱好办事”,公司将有足够财力重派股息,更有充足本钱拼业绩,提高盈利。

(二)公司仍有3块珍贵的发展地皮,可以大展鸿图,例如:

1.槟岛阿亚依淡10.32英亩,这是槟城产业热卖地点之一,房子不但好卖,而且还可以卖得好价且赚大钱。

2.雪州蕉赖13.61英亩。这是巴生谷捷运工程的发展焦点之一,目前已有产业发展项目,将来可加速发展而赚更多钱。

3.Kertil,Kemaman,Trengganu的208英亩。这是登嘉楼州石油港口兼石化重工业所在地,有潜能发展为登州最大城镇,所以,这块地皮日后可成为发林的镇山之宝。

(三)发林在1990年代成功发展槟岛阿亚依淡新市镇而闻名,后因投入重金到中国搞贸易,蒙受超过2亿令吉亏损而一獗不振(公司于2006年结束中国业务)。

由此可见,发林在产业发展的专业是顶瓜瓜的。现在,公司有了大笔现金,又有“阿爷地”,就有条件在产业界重振雄风。

现金多地皮佳前景看俏


发林的股价像是一只廉价股,但从最新基本面来看(财务地位与盈利潜能),假使公司在未来几年成功将宝贵的产业发展经验、庞大的现金与良好的地皮结合起来,发挥其潜能,发林将变成沙中金子。

况且,之前由于业绩蒙受亏损而受到忽略的发林控股,随着进行这一系列的企业计划之后,已经成为一家拥有现金的公司,再加上拥有庞大的地库供发展的用途,所以,相信此股一旦受到投资者的注目,预料将会出现“瘦田无人耕,耕开有人争”的局面。

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