黄金十年 财经周刊 投资观点 2013-03-04 13:02
蛇年才开始不到一个月,我们已感到投资形势的难以捉摸,近来的投资似乎难以讨好。
继上周匆匆忙忙卖掉小有赚头的史可米海事(SCOMIMR,7045,主板贸服股),本周同样卖掉几周前买入的益资利金融(ECM,2143,主板金融股)。
卖掉益资利金融是考虑到它将停牌,同时一变为四,1万股的益资利金融,化为3240股、1440股肯南嘉(Kenanga,6483,主板金融股)、570股肯南嘉可转换债券(RULS)和5340令吉。
由于有散股和没上市的债券,不为投资者喜爱,所以遭受抛售。我们考虑到之后跟踪股价的复杂性,决定在停牌前一天以86仙卖出,和当初买入成本一样,达到损益两平。
收购水务如政治秀
不过,内心里我们觉得该股价是被低估了超过10%,其两位大股东丹斯理阿兹曼哈欣和林建安也深有同感,后者更在停牌前持续买进了约750万股,堪称大手笔。
另外,收购雪资产集团(KHSB,6246,主板产业股)在全购献议限期结束的前一天(2月28日)惨遭抛售,一度暴跌至45.5仙,显示出大家很怀疑这项收购是否只是政治秀。
随着28日傍晚柏朗桑集团(KPS,5843,主板贸服股)宣布接受达鲁益善集团(KDEB)的76仙收购,股价在3月1日才跳空开市,结果企稳在62.5仙。
一项简单的收购计划,而且是无条件全购,竟然会发生如此大的波折,真令人大跌眼镜!
我们看TWS种植(TwsPlnt,6327,主板种植股)和国家稻米(BERNAS,6866,主板消费股)的无条全购(出价5令吉和3.70令吉),28日才宣布,3月1日股价已收在4.95和3.67令吉,这才叫有效率的收购计划。
趁成功多多跌增持
好象雪资产集团这样,出价76仙之后,股价还在62.5仙,折扣18巴仙,前所未有,是此类收购计划的一大笑话。
卖掉益资利金融之后,我们的现金流活络起来,所以趁成功多多价钱滑落,再买进2000股(每股4.21令吉),把成本拉低至4.32令吉。
同时,我们也希望获得比较稳定的收入,所以买进1万股太平洋与东方(P&O,6009,主板金融股),每股1.29令吉。
P&O将在3月6日举行股东大会和特大,到时将寻求股东通过其将49%保险业务售于非洲SANLAM集团,价钱暂订在2.7亿令吉。获得通过的话,股东有望得到15仙的特别股息,算来周息率约12%,颇为不错。
最后一周的财务报告,为我们带来诸多惊喜,其中在油棕价低迷之际,合成统一(HAPSENG,3034,主板贸服股)每股赚益仍能保持高位(净赚19.6仙,本益比8倍),更派息6仙,全年股息达到10.5仙(周息率6.5%),确属难能可贵。
刚买进的新贵马化工(CCM,2879,主板工业产品股),全年每股净利8.9仙(本益比10倍),比前年的5.5仙激增60%,股息也增加100%至5.75仙(周息率约6.3%),股价也因此回弹至90仙以上。
马国民再保业绩佳
马国民再保(MNRB,6459,主板金融股)的业绩更令人看了精神一振,在上季意外亏损之后,今季一扫霉气,每股大赚27.7仙,三季来已累积了45.6仙的赚幅。
原本我们想在2.50令吉增持,股价在上周五已涨了约10%至2.72令吉,让我们止步观望。而玮力产业(IVORY,5175,主板产业股)产业全年每股盈利虽有8.8仙,但末季蒙亏,同时其执行董事在受委不到一年内辞职,让人担心公司的前景。
草根牛马
【南洋網】
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