Tuesday, February 11, 2014

股海宝藏:绿野每股净资产RM8.55

股海宝藏 财经周刊 投资观点 2014-02-10 13:57

绿野集团(CHHB,5738,主板产业股)创办人丹斯里李金友,在2011年对媒体说,若资金充足,他会收购所有产业股票,因股价严重低估。去年,股市传言,他有意私有化公司。

今年1月,他从股市买进2028万9000股,使股权从53.53%,增至60.88%(股价1.31令吉至1.41令吉)。

此外,李金友在离开绿野集团管理层5年后,再次重返由他一手打造的企业王国,这次是担任顾问。

另一方面,最近绿野集团总执行长李静雯接受《南洋商报》访问时也透露,该公司今年将再推出总值6亿8000万令吉的房产项目。

她表示,目前地库达6000英亩,其中200英亩土地已经进行发展规划。这些新项目会在未来5年陆续推介,发展总值达60亿令吉。

当中,有6亿8000万令吉的房产会在今年推介。

据她表示,她手上可供发展的地库,位于吉打、马六甲、古晋、波德申、赛城、雪州的加影、巴音(Pajam)、白沙罗和沙登。

目前,绿野集团的身价———每股8.55令吉。

该公司盈利表现平平,10年来未派一分股息,还背负2亿3000万令吉借贷。他为何增加股权?又为何私有化的传言四起?

要揭开此谜底,就得探讨公司的资产价值。请参见绿野集团的资产统计表。

股神巴菲特投资股票,只谈盈利,不提资产。他认为公司资产会贬值,唯有盈利才有投资价值。

其实,股神的话只说对一半。

房地产不会贬值

产业股资产尽是房地产,不会贬值,长期增值,大马今日房地产价与10多年前相比,已暴涨数倍,甚至数十倍。

这两年,不少产业专家大谈投资产业致富。但今日产业价高涨,你买不到便宜地廉价楼。

通过股票买产业就不同,尤其是二三线产业股,由于股价极度低估,意味着其地价楼价“大平卖”。

一般人看不出,也不相信,但公司主脑了如指掌。

AsasDunia总裁以超级廉价每股1.70令吉全面收购之。今日威省地价再涨,收购者做梦也会笑。

李金友要买产业,又何必高价抢购,只要私有化绿野集团,资产折扣超过80%,如此便宜的地价楼价,如此好赚的买卖,看来只有股市才有。

绿野集团净资产

重估总值(A)+(B)-借贷2亿3000万
=12亿2600万+13亿6700万-2亿3000万
=23亿5600万
即每股净资产=8.55令吉
上周五闭市:1.59令吉

作者备注:非专业估价,误差难免,唯仍低估成分高。

慧眼 电邮:shares888@yahoo.com

南洋网

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