tag:blogger.com,1999:blog-250589152024-03-28T16:19:07.418+08:00Sharetisfy歌词Unknownnoreply@blogger.comBlogger33125tag:blogger.com,1999:blog-25058915.post-45124556734691534932023-09-27T22:53:00.004+08:002023-09-27T22:53:30.683+08:00SPRITZER 7103 SPRITZER BHD 绝佳投资机会!全球水市场爆发性增长,2022年至2030年预计以6 7%的复合年增长率(CAGR)飙升。然而,这里有一家可能被市场忽略的股息成长型公司,正悄然崛起,为投资者带来可观的回报。SPRITZER 7103 SPRITZER BHD 绝佳投资机会!全球水市场爆发性增长,2022年至2030年预计以6 7%的复合年增长率(CAGR)飙升。然而,这里有一家可能被市场忽略的股息成长型公司,正悄然崛起,为投资者带来可观的回报。<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/5lDuiQcFowk" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=5lDuiQcFowkAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-2952067900097422802023-04-21T13:49:00.001+08:002023-05-06T20:22:01.910+08:00SPRITZER 7103 SPRITZER BHD 为什么SPRITZER早不升,迟不升,现在才来升?一只“睡觉股”是怎样醒过来的?【专题】【中字】SPRITZER 7103 SPRITZER BHD 为什么SPRITZER早不升,迟不升,现在才来升?一只“睡觉股”是怎样醒过来的?【专题】【中字】<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/PRKVizPH2-w" width="644"></iframe></p><br/>https://www.youtube.com/watch?v=PRKVizPH2-wAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-24261241878040547212023-04-21T13:12:00.005+08:002023-05-06T20:22:02.026+08:00SPRITZER 7103 SPRITZER BHD 上个14年起了5倍,那这次呢?SPRITZER 7103 SPRITZER BHD 上个14年起了5倍,那这次呢?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/9RuHSEdD-_o" width="644"></iframe></p><br/>https://www.youtube.com/watch?v=9RuHSEdD-_oAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-91753036513501952332023-03-25T18:50:00.005+08:002023-05-06T20:22:15.866+08:00SPRITZER 7103 SPRITZER BHD | 企业新进展<p>SPRITZER 7103 SPRITZER BHD | 企业新进展<br /><br />瓶装水生产商 Spritzer Berhad(SPRITZER、7103)应该可以说是一家大家可能都常看到或常用他们的产品,但又对其股票不太了解的一家公司。<br /><br />但其实呢,版主也是第一次以投资的角度接触 SPRITZER;那么接下来我们也将会先简单的介绍 SPRITZER 的业务,再讨论公司在近期内的发展。<br /><br />图片来源:公司官网<br /><br />SPRITZER 是一家主要以生产和销售瓶装水为主的企业,而该公司在马来西亚的瓶装水市场也已有超过 30 年以上的经验;目前来说,SPRITZER 的瓶装水市占率大约为 40.0% 左右(如无意外应该是马来西亚市占率最大的公司),该公司每年的产能也可达 1,000 Million 公升,平均来说其厂房使用率大约在 70.0% ~ 75.0% 左右。<br /><br />据了解,SPRITZER 的营业额中约有 90.0% 左右来自于马来西亚的市场,而以综合产品的分布来说,公司的营业额中约有 80.0% 是由矿泉水(“Mineral Water”)所贡献,剩余的 20.0% 左右则是来自于其他的饮用水(“Drinking Water”)。<br /><br />那么,矿泉水又是从何而来的呢?<br /><br />如果我们以 SPRITZER 为例的话,该公司分别在太平和柔佛州的永平分别持有 390 英亩(“Acres”)和 36 英亩的土地以采集水源,而这两个区域也是公司矿泉水的主要生产地,公司在 Shah Alam 也有一块 7 英亩左右的地皮,但很显然,该区域并不适合生产具有合适矿物质的矿泉水,更多是用于生产加工后的一般瓶装饮用水。<br /><br />作为参考,SPRITZER 本身也是综合型的瓶装水生产商,也就是说这些水瓶和瓶盖也是公司自己生产,近期内公司的新 SPRITZER 矿泉水的瓶子有部分也以新的可再循环塑料(原料为 rPET)生产,降低了塑料的使用量。<br /><br />另外,公司本身的大股东 Yee Lee Corporation 也是他们的分销商,因此绝大部分时候 SPRITZER 都是专注于产品的素质、成本控制和品牌营销上。<br /><br />值得一提的是,SPRITZER 在 2023 年内预计还会持续投入约 RM 60.0 Million ~ RM 70.0 Million 左右的资金到新的仓库和厂房;而公司在 2020 年内也完成了其自动化厂房(配有 AGV 机器人)的建设,可见该公司一直以来都有持续在发展。<br /><br />而在过去的 5 个财政年内,SPRITZER 也都有维持派息的习惯,公司更是在 2022 年 6 月份中将股息政策(“Dividend Policy“)提高至 35.0%,目前来说公司的股息率则大约在 2.5% ~ 2.8% 左右浮动。<br /><br />另外,版主也留意到公司的大股东在近期内从公开市场中慢慢增持 SPRITZER 的股权,这一点读者们也同样可以留意。<br /><br />据版主的理解,公司在 Q4 的时候曾经就有调整平均售价(“ASP”);不过该调整主要都是在矿泉水上,如果是一般的饮用水的话,市场竞争非常的大,因此可进行 ASP 调整的空间也并不大。<br /><br />按照分析员的报告来看,2022 财政年可以说是公司非常好表现的一年,接下来的话就非常取决于天气、户外活动和游客数量等因素等以决定需求。<br /><br />那么,读者们对于 SPRITZER 这家公司又有什么看法呢?<br /><br />点我开设免费股票户口<br /><br />点我加入 TELEGRAM 获取第一手市场资讯<br /><br />免责声明:<br /><br />以上所有的内容都单纯只是个人的观点,所涉及的内容只能被当成是学习,教育与资讯用途,而绝非专业的金融,投资意见,或买卖意见。<br /><br />请自行分析,了解其风险,再向专业的金融理财顾问专家探讨投资的性质。Eventure Group 绝不对任何分享的内容,观点,的准确性,完整性,正确性,有效期性负责任。<br /><br />https://klse.i3investor.com/web/blog/detail/vitaeventure/2023-03-23-story-h-275231113<br /><br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-81431235627123157792023-01-14T08:53:00.004+08:002023-01-14T08:53:18.692+08:00SPRITZER 7103 SPRITZER BHD ECOPARK TRANSFORMED TO COLOURFUL SPRING OVERNIGHT<p> SPRITZER 7103 SPRITZER BHD ECOPARK TRANSFORMED TO COLOURFUL SPRING OVERNIGHT<br /><br />Winter has gone and spring has begun at Spritzer Ecopark<br /><br />KUALA LUMPUR/TAIPING (12 January) – Say goodbye to the snowy white winter wonderland and hello to the colourful florals of spring as SPRITZER (the Company) ushers the Year of the Rabbit by transforming Spritzer EcoPark through their creative use of Spritzer bottles repurposed to welcome the lunar new year traditions with a modern flare.<br /><br />Be greeted by a striking 28-foot tree partially created from thousands of recycled Spritzer bottles while walking through a garden of eye-popping playful pink and radiant red peonies signalling the coming of spring from now to 5 February, including New Year Day itself on 22 January. Ring in the Year of the Rabbit celebrations with Spritzer as a traditional lion dance will be held on 26 January to bring good luck and fortune for the auspicious new year.<br /><br />Capture those Instagram-able moments as you step back in time at a traditional Chinese ancient house, stroll into a gorgeous tunnel ringed by flowers also partly created from Spritzer bottles, visit a domed house decorated with exquisite opulent ornaments and stop by the beautiful gazebo – perfect for photo opportunities for a lifetime.<br /><br />All are welcome and admission is free. Visitors who spend at least RM10 at the souvenir shop and water shop will receive Spritzer angpow packets. Remember to keep the receipts as Spritzer water products purchased will let you enter “The SYOK Goes On With Spritzer” online contest for a chance to win RM100,000 of gold bars and other SYOK prizes.<br /><br />In line with the Company’s values, Spritzer encourages recycling and repurposing. The Company continuously strives to incorporate sustainability into every aspect of its operations, from bottles, labels and its people. Join Spritzer by incorporating recycling into your 2023 and beyond.<br /><br />Spritzer hopes to continue welcoming everyone in a safe manger. Please plan your time and have a fun-filled experience at Spritzer EcoPark this coming Year of the Rabbit!<br /><br />https://klse.i3investor.com/web/blog/detail/Abidin/2023-01-13-story-h-301064428-SPRITZER_ECOPARK_TRANSFORMED_TO_COLOURFUL_SPRING_OVERNIGHT<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-46775344642916649552022-02-10T18:29:00.001+08:002022-02-10T18:29:11.691+08:00最糟时期已过 零售业有望强劲增长<p>最糟时期已过 零售业有望强劲增长<br /><br />(吉隆坡9日讯)国内经济活动稳定重开,且国人疫苗接种率也走高,消费领域是时候翻开新篇迎接新一年,分析员相信,爆发另一波疫情的风险低微,只要政府不重启抗疫行管措施,相信商场人流量将回流,看好今年零售业者有望录得强劲表现。<br />商场人流量将回流<br /><br />BIMB研究分析员在报告指出,零售业在疫情行管期间的封锁措施下,一直苦苦挣扎符合标准作业程序(SOP),而快速消费品(FMCG)作为基本必需品,纵然在疫情行管期间也并未受到太大影响,仍表现强劲。<br /><br />“归功于政府推行2019冠病全国疫苗接种计划,随着成年人口的接种率已达98%及全国人口接种率79%,我们认为零售业最糟的时候已经过去了。另外英国方面的研究显示,比起Delta病毒,Omicron病毒‘攻击力’相对更小,随着主要经济活动恢复,相信消费领域正在蓄力准备迎接全面复苏。”<br /><br />该行披露,政府也在去年底推动加强针计划,在疫苗接种率稳定走高的情况下,爆发另一波疫情的风险大大缩小,重新落实行管抗疫政策的可能性也不大,加上政府或进一步放宽边境,这也有助刺激经济活动带动旅游业,从而缓和失业率。<br /><br />“在国家复苏计划(NRP)逐步推进,我们认为,疫情过渡至地方性流行病进程料将在近期,即最早在3月重启,看好零售及餐饮业的消费者信心将走高。”<br /><br />另一方面,分析员点出,疫情改变人们对于食物的看法及饮食习惯,就如可持续解决方案公司杜邦(Dupont)报告所述,植物性饮食趋势不断攀升,这也为亚太区创造一个前景可期的市场,当中预期植物肉类市场2019至2024年间可录得7%的年复合成长率(CAGR)。<br /><br />“作为各自领域的知名品牌,我们看好雀巢(NESTLE,4707,主板消费产品服务组)、佳源食品(KAWAN,7216,主板消费股)及子母牌炼奶(DLADY,3026,主板消费产品服务组)有能力影响消费者购买决定,让植物类食品及饮品更为本土化、健康及量身定制。长期而言,我们预期,这几家公司将能完全收获植物类餐饮的潜能。”<br /><br />BIMB研究维持消费领域“增持”投资评级,主要是看好中短期国内经商环境稳定走强,预期可带动消费领域继续维持获利增长趋势,而快速消费品也能透过价格调整转嫁成本压力。<br /><br />“只要政府不重新落实行管封锁措施,我们相信零售商场的人流量将逐步回流,进而带动零售业走强,我们给予MRDIY(MRDIY,5296,主板消费产品服务组)、巴迪尼控股(PADINI,7052,主板消费产品服务组)、佳源食品、雀巢、子母牌炼奶及必胜(SPRITZER,7103,主板消费产品服务组)‘买进’评级,至于安利控股(AMWAY,6351,主板消费产品服务组)则给予‘守住’建议。”<br /><br />分析员认为,过于关注估值的投资者都低估了零售业的获利增长潜能。<br /><br />“在我们追踪的零售股中,诸如巴迪尼控股及MRDIY都将是消费领域复苏的首要受惠公司,至于快速消费品则能依靠自身强劲的品牌优势,在中短期内维持稳健增长趋势。以现有水平来看,零售及快速消费品次领域拥有诱人的估值,分别达13.7倍和24.3倍,比起4年预估本益比中值的20倍及32倍显著趋低。”<br /><br />https://www.sinchew.com.my/20220210/%E6%9C%80%E7%B3%9F%E6%97%B6%E6%9C%9F%E5%B7%B2%E8%BF%87-%E9%9B%B6%E5%94%AE%E4%B8%9A%E6%9C%89%E6%9C%9B%E5%BC%BA%E5%8A%B2%E5%A2%9E%E9%95%BF/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-26084395211550058652021-05-05T21:02:00.001+08:002021-05-05T21:05:57.471+08:00回报率逾10%跑赢大市 20只小型股潜力更大<p><span></span></p><a name='more'></a><p></p><p>(吉隆坡5日讯)小型股当家!在新冠肺炎的经济背景下,市值较小的企业在管理多变并且动荡的商业环境中适应能力更强,甚至比大型企业更灵活;如今散户投资踊跃,兴业银行集团今年在马股选出20只小型股,冀为投资者带来更大的价值。</p>
<br /><br /><p>兴业银行集团董事经理拿督凯鲁沙烈说,小型股指数表现令人鼓舞,今年至今的回报率为10.7%,相比去年是9.9%,相信这个上升趋势将继续。同时,也跑赢富马隆综指-1.40%的回报率。</p>
<p>他指出,在当前的低利率环境下,得益于潜在需求缺乏弹性和投资者兴趣浓厚,科技、工业产品与服务行业继续占据市场主导地位。</p>
<p>他今日在《2021年大马20只小型股瑰宝》线上推介礼上,如是指出。</p>
<figure class="wp-caption aligncenter" id="attachment_2498465"><a href="https://www.chinapress.com.my/wp-content/uploads/2021/05/20210505CPKK24c_STOCK_MARKET_234597252-152001.jpg"><img alt="兴业银行集团今年在马股选出20只小型股,供投资者参考。" class="size-full wp-image-2498465 img-fluid" height="400" src="https://www.chinapress.com.my/wp-content/uploads/2021/05/20210505CPKK24c_STOCK_MARKET_234597252-152001.jpg" width="600" /></a><figcaption class="wp-caption-text">兴业银行集团今年在马股选出20只小型股,供投资者参考。</figcaption></figure>
<p>兴业投银区域研究主管谢福隆说,今年至今,富时70中型股和富时小型股指数回报率分别增加3.1%和10.7%,打败马股(-1.40%),这得益于投资者复苏乐观情绪上升,以及科技、电子制造服务、消费、再生能源更好的表现。</p>
<p>他说,这些行业适应新的后疫情(new post-pandemic)商业环境,并继续取得优越的增长和持续可见的盈利,因此预计中小型股的表现将继续比富马隆综指来得好。</p>
<br /><br /><p>“交易活动保持活跃,今年至今的富马隆综指、富时70中型股和富时小型股指数的成交值分别上涨25%、11%和150%。”</p>
<p>他补充,散户参与度强劲,大约是38%,这有助于抵消机构投资者和外资较低的参与度。</p>
<p>“我们相信,年轻的散户投资者也有助于支撑利益和估值 。”</p>
<p>凯鲁沙烈说,《2021年大马20只小型股瑰宝》中的股项都是首次入榜,平均市值多达4亿3700万令吉,总市值为87亿令吉,而平均本益比和股本回报率(ROE)分别为21.9倍和4.8%。</p>
<br /><br /><p>“20只股中,75%的市值不超过5亿令吉,其中市值最小的是加力敏(CARIMIN,5257,主要板能源),为1亿6020万令吉,而市值最大的是马面粉厂(MFLOUR,3662,主要板消费)约9亿583万令吉。”</p>
<p>他指出,筛选20只股时,考量的因素包括企业的流动性分布与规模、管理层的业绩纪录、行业基本面、盈利增长潜力、在行业的长期可持续性,以及对环境、社会和治理实践(ESG)承诺。</p>
<p>他说,去年选出的20只瑰宝表现跑赢大市,价值加权持有期回报率为100.1%,相比富时70中型股(FBM70)(增31.1%)和富时小型股指数(FBMSC)(增49.3%)。</p>
<p>在这20只股中,90%是跨越各个行业的上涨股,展现出适应和利用“新常态”商业和经济环境的能力。</p>
<table><tbody><tr>
<th colspan="5">2021年马股20只小型股瑰宝</th>
</tr><tr>
<td>公司</td>
<td>股名</td>
<td>公允价值</td>
<td>市值(令吉)</td>
<td>5月5日闭市价</td>
</tr><tr>
<td>加力敏</td>
<td>CARIMIN</td>
<td>85仙-1.03令吉</td>
<td>1亿6020万</td>
<td><br /></td>
</tr><tr>
<td>乌兹马</td>
<td>UZMA</td>
<td>94仙-1.12令吉</td>
<td>2亿2080万</td>
<td><br /></td>
</tr><tr>
<td>德成</td>
<td>TEKSENG</td>
<td>1.06令吉-1.16令吉</td>
<td>2亿2900万</td>
<td><br /></td>
</tr><tr>
<td>HPP控股</td>
<td>HPPHB</td>
<td>77仙-87仙</td>
<td>2亿3890万</td>
<td><br /></td>
</tr><tr>
<td>JAG公司</td>
<td>JAG</td>
<td>64仙-70仙</td>
<td>2亿6000万</td>
<td><br /></td>
</tr><tr>
<td>星报媒体集团</td>
<td>STAR</td>
<td>55-仙62仙</td>
<td>2亿8270万</td>
<td><br /></td>
</tr><tr>
<td>HSS工程</td>
<td>HSS</td>
<td>75仙</td>
<td>3亿740万</td>
<td><br /></td>
</tr><tr>
<td>许甲明工业</td>
<td>KKB</td>
<td>2令吉</td>
<td>3亿8670万</td>
<td><br /></td>
</tr><tr>
<td>鹏达集团</td>
<td>PANTECH</td>
<td>66仙-80仙</td>
<td>4亿330万</td>
<td><br /></td>
</tr><tr>
<td>ES陶瓷科技</td>
<td>ESCERAM</td>
<td>1.40令吉-1.65令吉</td>
<td>4亿1440万</td>
<td><br /></td>
</tr><tr>
<td>方案工程</td>
<td>SOLUTN</td>
<td>1.50令吉-1.77 令吉</td>
<td>4亿6260万</td>
<td><br /></td>
</tr><tr>
<td>必胜</td>
<td>SPRITZER</td>
<td>2.50令吉-2.75令吉</td>
<td>4亿6400万</td>
<td><br /></td>
</tr><tr>
<td>霹雳运通</td>
<td>PTRANS</td>
<td>1.13令吉-1.22令吉</td>
<td>4亿7920万</td>
<td><br /></td>
</tr><tr>
<td>联圣</td>
<td>N2N</td>
<td>1令吉-1.12令吉</td>
<td>4亿8120万</td>
<td><br /></td>
</tr><tr>
<td>InNature</td>
<td>INNATURE</td>
<td>88仙-98仙</td>
<td>4亿9060万</td>
<td><br /></td>
</tr><tr>
<td>KESM工业</td>
<td>KESM</td>
<td>16.10令吉-18令吉</td>
<td>5亿2050万</td>
<td><br /></td>
</tr><tr>
<td>明试控股</td>
<td>AEMULUS</td>
<td>1.16令吉-1.44令吉</td>
<td>5亿3320万</td>
<td><br /></td>
</tr><tr>
<td>GDB控股</td>
<td>GDB</td>
<td>1.28令吉</td>
<td>5亿5940万</td>
<td><br /></td>
</tr><tr>
<td>协德</td>
<td>HIAPTEK</td>
<td>85仙-1.05令吉</td>
<td>8亿8750万</td>
<td><br /></td>
</tr><tr><td>马面粉厂</td><td>MFLOUR</td><td>1.10令吉-1.25令吉</td><td>9亿5830万</td></tr></tbody></table><br />https://www.chinapress.com.my/20210505/%E5%9B%9E%E6%8A%A5%E7%8E%87%E9%80%BE10%E8%B7%91%E8%B5%A2%E5%A4%A7%E5%B8%82-20%E5%8F%AA%E5%B0%8F%E5%9E%8B%E8%82%A1%E6%BD%9C%E5%8A%9B%E6%9B%B4%E5%A4%A7/Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-75292531464707278922021-01-16T21:21:00.005+08:002021-01-16T21:21:51.463+08:00Eye On Stock - SPRITZER (7103) SPRITZER BHD<p><span></span></p><a name='more'></a><br />Eye On Stock - Spritzer<br /><img class="img-fluid" src="https://apicms.thestar.com.my/uploads/images/2021/01/16/1010246.jpg" /><br />Spritzer Bhd (code: 7103) gapped up at Friday’s opening to challenge the 200-day simple moving average (SMA) but erased all its gains to close unchanged at day’s end.<br /><br />The stock has been facing consolidation pressure ever since it bottomed out at a recent low of RM1.87 on Monday. There have been two attempts thus far to break above the 200-day SMA, but both were unsuccessful. At present, the stock remains at risk of resuming its correction unless buying interest is sustained to make a break above the resistance.<br /><br />Based on the daily price chart, a breakthrough of the 200-day SMA and the nearby 21-day SMA would see the counter trading above all the key moving averages. This would free the bulls to roam higher towards an initial resistance of RM2, and higher still to a stiffer hurdle of RM2.04.<br /><br />The RM2.04 mark serves as the 50% Fibonacci retracement level, a crossing of which would suggest strong upward momentum. For the present, momentum remains weak following Friday’s performance. Although the slow-stochastic has risen out of oversold conditions, it is hovering at a low level of 24 points.<br /><br />The 14-day relative strength index has flattened out above 30 points, also indicating a lack of upward momentum. Meanwhile, the daily moving average convergence/divergence line remains on a downtrend as it heads lower below the zero line.<br /><br />Based on the trading volume, investor interest in the stock remains tepid as compared to the build up of volume seen in the early December period as the stock built up to a strong rally. This would suggest that there is yet to be a strong catalyst to give the stock the necessary push to break out of the current bearish channel.<br /><br />At the lower end of the chart, support is found in the RM1.85-RM1.87 range, a negative breach which would signal an extension of the downtrend.<br /><br />The comments above do not represent a recommendation to buy or sell.<br /><br />https://www.thestar.com.my/business/business-news/2021/01/16/eye-on-stock---spritzer<br /><p></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-2592452122961491122020-10-09T19:15:00.003+08:002020-10-09T19:15:31.026+08:00[SPRITZER (7103) 必胜 SPRITZER BHD:销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降] - James的股票投资James Share Investing <p><span></span></p><a name='more'></a> [SPRITZER (7103) 必胜 SPRITZER BHD:销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降]<br /><br />集团在截至2020年6月30日的本季度录得收入5,440万令吉,较去年同期的9,480万令吉减少43%。集团本季度来自制造业的收入为5140万令吉,比去年同期的9030万令吉减少了43%。同样,在截至2020年6月30日的本季度中,贸易部门的收入从440万令吉减少31%至300万令吉。<br /><br />截至2020年6月30日止的本年度,集团录得收入1.472亿令吉,较去年同期的1.899亿令吉减少22%。这集团的制造业部门年初至今收入为1.398亿令吉,较去年同期的1.808亿令吉减少了23%。截至2020年6月30日止的年度迄今,贸易部门的收入从890万令吉减少18%至730万令吉。<br /><br />截至2020年6月30日的本季度和年初至今,这集团的销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降。在截至2020年6月30日的当前季度的大部分时间里,大多数酒店,饭店和咖啡馆(“ HORECA”)要么完全关闭营业,要么仅开放供外卖,由于禁止跨州旅行,在严格的条件下许多加油站暂时关闭。学校和其他形式的学习机构已关闭,而社交活动,会议,宗教聚会和体育活动(通常饮用瓶装水被消费的地方)被禁止。此外,在MCO和CMCO期间,人们只能在家中遵守严格的行动限制,所喝的瓶装水要少得多。尽管这集团通过邻里超市的销售得以维持,并且这集团的在线销售有所增长,但其他销售渠道(如HORECA,便利店和大卖场)却由于消费者留在家里而受到了严重影响,销售下降。<br /><br />其他损益:<br />截至2020年6月30日的本季度和年初至今,投资收入分别减少42%和48%,这是由于动用了多余的资金来支付购置物业,厂房和设备的费用。<br /><br />税前利润和部门业绩:<br />截至2020年6月30日的本季度,集团的制造部门业绩为210万令吉,较去年同期的1130万令吉下降了81%。在截至2020年6月30日的年初至今,制造业部门的业绩为1,570万令吉,较去年同期下降26%。<br /><br />截至2020年6月30日的本季度,这集团录得税前盈利160万令吉,较去年同期的1070万令吉减少85%,而年初至今的税前利润为1,480万令吉,比去年同期减少29%。<br /><br />这集团在截至2020年6月30日的当前季度和年初的整体财务绩效下降是由于消费者需求显着下降,并因此导致了COVID-19大流行在MCO和CMCO期间造成的瓶装水销量下降。<br /><br />QoQ:<br />截至2020年6月30日的本季度,这集团的收入为5,440万令吉,较截至2020年3月31日的上一个季度的9,280万令吉减少41%,原因是MCO和CMCO期间的销量减少。<br /><br />截至2020年6月30日的本季度,这集团的税前利润为160万令吉,比截至2020年3月31日的前一季度的1,320万令吉减少88%,这主要是由于销售收入的大幅下降,而固定的间接费用和薪资支出保持不变。尽管本季度业务活动水平低下,但这集团继续按计划全额支付其雇员薪金。<br /><br />前景:<br />在2020年第二季度,马来西亚的GDP同比大幅下降至-17.1%。马来西亚国家银行也将其2020年GDP预测从-2.0%和0.5%下调至-5.5%和-3.5%,主要反映出COVID-19大流行的严重程度。<br /><br />由于健康和经济状况的不确定性以及市场上存在大量瓶装水生产商和众多瓶装水品牌的竞争压力,这集团预计短期内经营环境仍将困难重重。<br />------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.64, dividend RM0.052, in 2 years 1 month 26 days, total return is 416.4%<br /><br />b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 6 days, total return is 339.2%<br /><br />c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.23 adjusted, dividend RM0.055, in 1 Year 4 months 6 days, total return is 276.3%<br /><br />d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.59, dividend RM0.003, in 1 Year 1 month 13 days, total return is 250.1%<br /><br />e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.975, dividend RM0.005, in 4 months 14 days, total return is 176.1%<br /><br />f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.36, dividend RM0.02, in 8 months 6 days, total return is 142.1%<br /><br />g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 5 months 12 days, total return is 73.7%<br /><br />h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 18 days, total return is 65.2%<br /><br />i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 19 days, total return is 59.7%<br /><br />j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.88, in 1 year 8 months 18 days, total return is 53%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis:<br /><br />预计公司每年的增长率必须超过14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br /><br />Whatsapp : 011 - 15852043<br /><br />请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br /><br />免责声明:<br />高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。<br /><br />James Ng<br />-----------------------<br />[SPRITZER BHD: significant decrease in sales volume during the MCO and CMCO period. The Group derives more than 90% of its revenue from sale of bottled water which is a consumer product where demand had dropped significantly during the MCO and CMCO period]<br /><br />The Group recorded a revenue of RM54.4 million during the current quarter ended 30 June 2020, which is a 43% decrease from the RM94.8 million recorded in the preceding year corresponding quarter. The Group's current quarter revenue from manufacturing segment of RM51.4 million is a 43% reduction from the RM90.3 million revenue in the preceding year corresponding quarter. Similarly, revenue from trading segment has decreased 31% from RM4.4 million to RM3.0 million in the current quarter ended 30 June 2020.<br /><br />The Group recorded a revenue of RM147.2 million in the year-to-date ended 30 June 2020, which is a 22% decrease from the RM189.9 million recorded in the same period of the preceding year. The Group's year-to-date revenue from manufacturing segment of RM139.8 million represents a decrease of 23% from RM180.8 million in the same period of the preceding year. Revenue from trading segment decreased 18% from RM8.9 million to RM7.3 million in the year-to-date ended 30 June 2020.<br /><br />The reduction in the Group's sales revenue in the current quarter and year-to-date ended 30 June 2020 is due to significant decrease in sales volume during the MCO and CMCO period. The Group derives more than 90% of its revenue from sale of bottled water which is a consumer product where demand had dropped significantly during the MCO and CMCO period. During most part of the current quarter ended 30 June 2020, most of the hotel, restaurants and cafes ("HORECA") were either completely closed for business or opened for take away only, many petrol kiosks were temporarily closed as interstate travelling were prohibited except under strict conditions. Schools and other forms of learning institutions were closed, while social activities and events, conferences, religious gatherings and sporting activities, typically where bottled water are consumed were prohibited. In addition, people were confined in their homes to observe the strict movement restrictions during the MCO and CMCO period, consumed significantly less bottled water. Even though the Group's sales via neighbourhood supermarkets managed to sustain and there is increase in online sales for the Group, the drop in sales from other sales channel such as HORECA, convenient stores and hypermarkets had been severely impacted as consumers stayed home.<br /><br />Other gains and losses:<br />The reduction of investment revenue of 42% and 48% in the current quarter and year-to-date ended 30 June 2020 respectively, is due to utilisation of excess funds to pay for acquisition of property, plant and equipment.<br /><br />Profit before tax and segment results:<br />The Group's manufacturing segment results of RM2.1 million in the current quarter ended 30 June 2020 represents a drop of 81% from the RM11.3 million achieved in the preceding year corresponding quarter. In the year-to-date ended 30 June 2020, the manufacturing segment results of RM15.7 million represents a 26% drop compared to the same period in previous year.<br /><br />The Group recorded a profit before tax of RM1.6 million during the current quarter ended 30 June 2020, representing an 85% decrease from the RM10.7 million recorded in the preceding year corresponding quarter where as the year-to-date profit before tax of RM14.8 million represents a 29% decrease from the same period in previous year.<br /><br />The Group's overall drop in financial performance in the current quarter and year-to-date ended 30 June 2020 is due to significant decrease in consumer demand and therefore sales volume of bottled water during the MCO and CMCO period caused by the COVID-19 pandemic.<br /><br />QoQ:<br />The Group recorded a revenue of RM54.4 million during the current quarter ended 30 June 2020, which represents a 41% decrease compared to the RM92.8 million recorded in the immediate preceding quarter ended 31 March 2020 due to decreased sales volume during the MCO and CMCO period.<br /><br />The Group recorded a profit before tax of RM1.6 million during the current quarter ended 30 June 2020, representing an 88% decrease from the RM13.2 million recorded in the immediate preceding quarter ended 31 March 2020 mainly due to significant decrease in sales revenue and where as fixed overheads and pay roll expenses remained rather constant. Despite the low business activities level during the current quarter, the Group continued to pay its employees payroll in full and as scheduled.<br /><br />Prospects:<br />The Malaysian GDP has declined sharply to-17.1%, year on year, in the second quarter of 2020. Bank Negara Malaysia has also revised its 2020 GDP forecast downward to between -5.5% and -3.5% from -2.0% and 0.5%, mainly to reflect the severity of the impact of COVID-19 pandemic.<br /><br />The Group expects the business environment to remain difficult in the short term amidst the great uncertainties in health and economic conditions and the competitive pressures with the presence of a large number of bottled water producers and the numerous bottled water brands in the market.<br />--------------------------------------------------------------------------<br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must over 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />James Ng<br /> <br />https://klse.i3investor.com/blogs/general/2020-10-09-story-h1534554245.jsp<br /><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-62523844418702853632020-04-25T21:21:00.000+08:002020-04-25T21:21:24.553+08:00马来西亚瓶装水行业先驱和行业的领导者 『SPRITZER (7103) 必胜 SPRITZER BERHAD』<br />
<a name='more'></a><img alt="" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" data-attachment-id="398" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="PF33161118140149" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/pf33161118140149.jpg?w=750" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/pf33161118140149.jpg?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/pf33161118140149.jpg" data-orig-size="1024,768" data-permalink="https://eecameron500984643.wordpress.com/2020/04/25/%e7%93%b6%e8%a3%85%e6%b0%b4%e8%a1%8c%e4%b8%9a%e5%85%88%e9%a9%b1%e5%92%8c%e8%a1%8c%e4%b8%9a%e9%a2%86%e5%af%bc%e8%80%85-%e3%80%8e%e5%bf%85%e8%83%9c-spritzer-berhad%e3%80%8f/pf33161118140149/" height="768" src="https://eecameron500984643.files.wordpress.com/2020/04/pf33161118140149.jpg?w=1024" width="1024" /><br />
自1989年,由八家子公司组成在太平(TaiPing)
运营,期间经过风风雨雨,至今也迈入了第31年,而Spritzer也成为马来西亚最畅销的天然矿泉水,Spritzer
是瓶装水行业的先驱和行业领导者。在2000年,Spritzer 是第一家在Bursa Malaysia
上市的瓶装水公司,至今第20个年头,是第一家并到目前为止还是唯一一家,估计市场份额 约为40%。 Spritzer
的核心品牌是Spritzer,Spritzer Sparkling,Spritzer Tinge,Spritzer POP,Spritzer
BonRica,Cactus,Cactus Sparkling,Desa和 Summer。<br />
<br />
<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-391" data-attachment-id="391" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="s1" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/s1.png?w=540" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/s1.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/s1.png" data-orig-size="540,304" data-permalink="https://eecameron500984643.wordpress.com/s1/" src="https://eecameron500984643.files.wordpress.com/2020/04/s1.png?w=540" /></figure>
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<div class="has-text-align-center has-large-font-size">
<b><span class="has-inline-color has-primary-color"><span style="text-decoration: underline;">产品 Products</span></span></b></div>
1. 天然矿泉水 Sparkling & Natural Mineral Water<br />
2. 蒸馏饮用水 Distilled Drinking Water<br />
3. 碳酸果汁味饮料 Carbonated Fruit Flavoured Water<br />
4. 非碳酸果汁味饮料 Non-Carbonated Fruit Flavoured Water<br />
5. 果味能量饮料 Functional Drink<br />
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<figure class="wp-block-image size-large"><img alt="" class="wp-image-392" data-attachment-id="392" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="s2" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/s2.png?w=585" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/s2.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/s2.png" data-orig-size="585,187" data-permalink="https://eecameron500984643.wordpress.com/s2/" src="https://eecameron500984643.files.wordpress.com/2020/04/s2.png?w=585" /><figcaption><br /></figcaption></figure>
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<div class="has-text-align-center has-large-font-size">
<b><span class="has-inline-color has-primary-color"><span style="text-decoration: underline;">瓶装水市场 – 天然矿泉水(Natural Mineral Water) VS 饮用水 (Packages Drinking Water)</span></span></b></div>
<br />
<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-393" data-attachment-id="393" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="s3" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/s3.png?w=654" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/s3.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/s3.png" data-orig-size="654,631" data-permalink="https://eecameron500984643.wordpress.com/s3/" src="https://eecameron500984643.files.wordpress.com/2020/04/s3.png?w=654" /></figure>
<br />
<ol type="1">
<li>天然矿泉水(Natural Mineral Water)
的生产设施须远离工业或住宅区而饮用水(Packages Drinking Water)
则是主要在工业或住宅区附近,双方都需要得到马来西亚卫生部(Ministry of Health, MOH ) 的批准才能运行。</li>
<li> 要进入<天然矿泉水>( Natural Mineral Water) 行业的门槛更高,需要符合以上列出的标准,才能被考虑,也需要不断严格的管控和维持标准,而饮用水(Packages Drinking Water) 相对比较低,也同时拥有更多的竞争对手。</li>
<li> 天然矿泉水(Natural Mineral Water) 的瓶盖颜色并没有限制(除了白色),因此售卖价格将比 [白色]瓶盖的 饮用水 (Packages Drinking Water) 更高。</li>
</ol>
<b>SPRITZER 的工厂 >>与生产的产品</b><br />
<ol type="1">
<li>太平 >>必胜和仙人掌矿泉水</li>
<li>永平 >>必胜和仙人掌矿泉水</li>
<li>沙亚南 >>Summer碳酸,蒸馏水</li>
</ol>
<br />
<br />
<figure class="wp-block-gallery columns-2 is-cropped"><ul class="blocks-gallery-grid" data-carousel-extra="{"blog_id":175912267,"permalink":"https:\/\/eecameron500984643.wordpress.com\/2020\/04\/25\/%e7%93%b6%e8%a3%85%e6%b0%b4%e8%a1%8c%e4%b8%9a%e5%85%88%e9%a9%b1%e5%92%8c%e8%a1%8c%e4%b8%9a%e9%a2%86%e5%af%bc%e8%80%85-%e3%80%8e%e5%bf%85%e8%83%9c-spritzer-berhad%e3%80%8f\/"}">
<li class="blocks-gallery-item"><figure><img alt="" class="wp-image-406" data-attachment-id="406" data-comments-opened="1" data-id="406" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="distilled_catagories" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/distilled_catagories.png?w=450" data-link="https://eecameron500984643.wordpress.com/distilled_catagories/" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/distilled_catagories.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/distilled_catagories.png" data-orig-size="450,450" data-permalink="https://eecameron500984643.wordpress.com/distilled_catagories/" src="https://eecameron500984643.files.wordpress.com/2020/04/distilled_catagories.png?w=450" /></figure></li>
<li class="blocks-gallery-item"><figure><img alt="" class="wp-image-407" data-attachment-id="407" data-comments-opened="1" data-id="407" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="mineral" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/mineral.png?w=450" data-link="https://eecameron500984643.wordpress.com/mineral/" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/mineral.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/mineral.png" data-orig-size="450,450" data-permalink="https://eecameron500984643.wordpress.com/mineral/" src="https://eecameron500984643.files.wordpress.com/2020/04/mineral.png?w=450" /></figure></li>
</ul>
</figure>
<br />
<div class="has-text-align-center has-large-font-size">
<b><u><span class="has-inline-color has-primary-color">SPRITZER 的优势</span></u></b></div>
必胜在太平的设施完善,拥有极佳品质保证的天然矿泉水来源,且位于热带雨林中,占地330英亩处于和地面距离420英尺,通过了那样的自然的过滤系统才能保持清洁和新鲜度,并另加
位置优势工厂位于最高海拔的城镇,因太平也被称为“雨城”,因为当地的雨量比起马来西亚的其他的地方多一倍,被许多座位周围环绕,因此Spritzer有大量的水源,矿泉水产量
不是大问题。 氧化硅,更强壮且健康。它有助于增强大脑,神经细胞和脊髓的结缔组织,从而改善记忆力并有助于防止记忆力减退。<br />
<br />
<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-394" data-attachment-id="394" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="s4" data-large-file="https://eecameron500984643.files.wordpress.com/2020/04/s4.png?w=750" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/04/s4.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/04/s4.png" data-orig-size="781,329" data-permalink="https://eecameron500984643.wordpress.com/s4/" src="https://eecameron500984643.files.wordpress.com/2020/04/s4.png?w=781" /></figure>
当在过滤被抽取的地下水时,Spritzer 将用碳去除气味,同时使用沙和镁 去除对人体有害的重金属,之后将会使用过滤膜去除大于 0.2
微米的细颗粒状。 不仅如此,Spritzer 跟其他瓶装水生产商不一样的是,Spritzer 能够自行生产自家的 聚对苯二甲酸
Polyethylene Terephthalate (PET) 塑料瓶。 PET 树脂原料是以美金购买,Spritzer
虽然在一年里生产大约 700 Million Litre 的塑料瓶 ,平均一个月 大约 59 Million Litre , 平均一天 大约 2
Million Litre。<br />
Spritzer也在同时投资了自动化立体仓库系统(ASRS),因Spritzer面临越来越高的增长的固定成本压力,美金与油价任何的风吹草动,美元变强硬或油价上涨将增加Spritzer的固定成本,因此自动化
立体仓库系统(ASRS)能够渐进减少人员的劳动力成本,减少低人为失误,提升效率,刹车能够降低固定成本。 高效率,缩短装载的时间等等。<br />
以往的购买Spritzer 方式都是透过超市等,但Spritzer 其实用自家的Spritzer Online,
这可以让你直接与Spritzer 购买并直接送到住家,购买时还可以累积忠诚度以及分数,Spritzer Online 推出了一段时期 ,
不过大部分民众并不知道,近期Spritzer 重新在公共交通LRT 与MRT 里宣传,
传达让民众知道,也可以在不需要去超市,只要在网上下单,这是直接与Spritzer 购买,付款后产品 就会送到住家,不仅方便,这也能够省时且省力。<br />
東方精英萌呆蜜獾隨筆<br />
【DISCLAIMER:以上只是小编看法,大家买卖自负,祝投资愉快】<br />
========= 好康分享 =========<br />
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<br />
https://eecameron500984643.wordpress.com/2020/04/25/%e7%93%b6%e8%a3%85%e6%b0%b4%e8%a1%8c%e4%b8%9a%e5%85%88%e9%a9%b1%e5%92%8c%e8%a1%8c%e4%b8%9a%e9%a2%86%e5%af%bc%e8%80%85-%e3%80%8e%e5%bf%85%e8%83%9c-spritzer-berhad%e3%80%8f/Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-67702166771605813542019-12-06T15:19:00.003+08:002019-12-06T15:19:40.778+08:00股票速速看 < SPRITZER (7103) 必胜> - 东方萌呆蜜獾<br />
<a name='more'></a><br />
股票速速看 < SPRITZER>
<br />
<div style="color: rgb(28 , 30 , 33); font-family: "helvetica" , "arial" , sans-serif; font-size: 14px; margin: 6px 0px;">
<br /></div>
<div style="color: rgb(28 , 30 , 33); font-family: "helvetica" , "arial" , sans-serif; font-size: 14px; margin: 6px 0px;">
<b>SPRITZER (必勝)</b></div>
<ul>
<li style="color: rgb(28 , 30 , 33); font-family: "helvetica" , "arial" , sans-serif; font-size: 14px; margin: 6px 0px;">
1989年在太平(TaiPing) 運營,市場份額占據大部分 高達40%</li>
</ul>
<div class="text_exposed_show" style="color: rgb(28 , 30 , 33); display: inline; font-family: "helvetica" , "arial" , sans-serif; font-size: 14px;">
<div style="font-family: inherit; margin: 0px 0px 6px;">
<b>製造 </b></div>
<ul>
<li style="font-family: inherit; margin: 0px 0px 6px;">
天然礦泉水</li>
<li style="font-family: inherit; margin: 0px 0px 6px;">
蒸餾飲用水</li>
<li style="font-family: inherit; margin: 0px 0px 6px;">
碳酸果汁味飲料</li>
<li style="font-family: inherit; margin: 0px 0px 6px;">
非碳酸果汁味飲料</li>
<li style="font-family: inherit; margin: 0px 0px 6px;">
果味能量飲料</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<b>Core brands are Spritzer, Spritzer Sparkling, Spritzer Tinge, Spritzer POP, Spritzer BonRica, Cactus, Cactus Sparkling, Desa and Summer</b></div>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>Business Segment </b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
Natural mineral water</li>
<li style="font-family: inherit; margin: 6px 0px;">
carbonated water</li>
<li style="font-family: inherit; margin: 6px 0px;">
Non-carbonated flavoured water</li>
<li style="font-family: inherit; margin: 6px 0px;">
distilled & drinking water, </li>
<li style="font-family: inherit; margin: 6px 0px;">
polyethylene terephthalate (“PET”) preforms & bottles,caps & toothbrushes</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>管理層 </b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
50%為 Lim Family , 豐富經驗的兩兄弟</li>
<li style="font-family: inherit; margin: 6px 0px;">
哥哥Kok Cheong 弟弟Kok Boon,</li>
<li style="font-family: inherit; margin: 6px 0px;">
還有弟弟Kok Boon兩個的兒子 幫忙打理</li>
<li style="font-family: inherit; margin: 6px 0px;">
BOD裡面的成員 大部分持有Yee Lee 公司的職位和股份</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>廠房 - 生產產品</b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
太平 -必勝和Cactus 礦泉水</li>
<li style="font-family: inherit; margin: 6px 0px;">
永平 -必勝和Cactus 礦泉水</li>
<li style="font-family: inherit; margin: 6px 0px;">
沙亞南 -Summer 飲用水, 蒸餾飲用水</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>優勢</b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
必勝在 太平的設施完善 擁有極佳品質保證的天然礦泉水來源 坐落于熱帶雨林中 占地330英畝處於和地面距離420尺 ,通過了那樣多層的自然的過濾系統 保持清潔和新鮮度 加上位置優勢 工廠處於降雨量最高的城鎮 礦泉水產量不是大問題 有充足的水源</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>要進入 <天然礦泉水 >行業的門檻更高</b><br />
需要花更長的時間經過和得到 MOH的 Approval<br />
瓶蓋顏色也沒有得到限制<br />
所以它售賣的價格可以比 [白色]瓶蓋的(飲用水)更高, Spritzer 有9個井口 ,5個等待MOH 批准</div>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
太平也被称为“雨城”,因为当地的雨量比起马来西亚的其他地方多一倍,被许多座山脉环绕。</div>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
Spritzer 有一個特別之處是 水裡面拥有Silica<br />
SPRITZER所生产的天然瓶装矿泉水更拥有高含量的原硅酸(SILICON)常饮用高硅含量矿泉水, 有助体内胶原蛋白生成及钙质吸收, 提升肌肤细胞成长、骨骼健康、血液循环和保护心脏</div>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>二氧化硅 Silica </b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
Silica for -Bones, teeth, joints, tendons, ligaments, and connective tissue in order to be strong and healthy. It helps to strengthen the connective tissues of the brain, nerve cells, and spinal cord thereby improving memory and helping to prevent memory loss.</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<b>怡保 - polyethylene terephthalate (“PET”) </b><br />
PET 塑料瓶製造業務 , 10%<br />
Annual production capacity about 700 million litres of bottled water<br />
= 58.33Mil L /Month, 30Days =1.94Mil L /Day<br />
PET 原料是以美金購買<br />
所以 令吉( RM) 變弱不是一件好事 ,Cost of good sold 需要使用更多的錢 ,但是SPRITZER 卻不能提高銷售價格 把費用轉價給消費者<br />
Rubber and 油價 上升也是會影響到購買的成本</div>
<div style="font-family: inherit; margin: 6px 0px;">
<br />
<b>利好 </b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
美元變弱,令吉(RM)變強 ,</li>
<li style="font-family: inherit; margin: 6px 0px;">
Rubber 和油價下降</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
<b>利空</b></div>
<ul>
<li style="font-family: inherit; margin: 6px 0px;">
美元變強, 令吉(RM) 變弱 </li>
<li style="font-family: inherit; margin: 6px 0px;">
Rubber 和 油價上升</li>
</ul>
<div style="font-family: inherit; margin: 6px 0px;">
<br /></div>
<div style="font-family: inherit; margin: 6px 0px;">
东方萌呆蜜獾笔上~<br />
【DISCLAIMER:以上只是小编看法,大家买卖自负,祝投资愉快】</div>
</div>
<br />
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-56762432604838877282019-12-06T09:48:00.000+08:002019-12-06T09:48:16.303+08:00【Be Water, My Friend】——SPRITZER (7103) 必胜<br />
<a name='more'></a><span style="font-size: large;"><br /></span>
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<span style="font-size: large;"><img src="https://klse.i3investor.com/files/my/blog/img/bl2714_brucelee.jpg" style="height: 300px; width: 300px;" /></span></div>
<span style="font-size: large;">
</span>
<div style="font-family: Helvetica,Arial,sans-serif; margin: 1em 0px 0px;">
<span style="font-size: large;">
李小龙说过:“Empty your mind, be formless, shapeless – like water. Now you put water into a cup, it becomes the cup, you put water <span class="text_exposed_show" style="display: inline; font-family: inherit;">into
a bottle, it becomes the bottle, you put it in a teapot, it becomes the
teapot. Now water can flow or it can crash. Be water, my friend.”</span></span></div>
<span style="font-size: large;">
</span>
<div class="text_exposed_show" style="display: inline; font-family: Helvetica,Arial,sans-serif;">
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;">
‘‘Be Water’’是一种哲学思维,意思是为人处世要如同流水一般,能够随时适应万物,可刚克柔,能屈能伸,不向困难低头,不被形式所困。</span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;">
想要在风云莫测的股票市场里生存,身为投资者的我们就必须在个股的基本面、技术面或市场情绪发生变化时,做出相应的操作。<br />
我们应该随时留意投资对象的表现。我发现有很多投资者在公司的基本面恶化时,依旧死抱不放,跟股票谈恋爱,以为不卖就不赔,导致长期下来亏损累累。<br />
对于他们,我在此奉上一句 ‘‘Be Water, My Friend’’ 。</span></div>
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<span style="font-size: large;">
</span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;"><img height="400" src="https://klse.i3investor.com/files/my/blog/img/bl2714_spritzer_02.jpg" width="600" /></span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;"><span style="font-family: inherit;">在大马股市中里,有一间值得我们关注的Water公司——SPRITZER BHD</span></span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;">
身为马来西亚销量第一的天然矿泉水品牌,相信大家对Spritzer这个名字都耳熟能详。Spritzer旗下产品除了天然矿泉水之外,还有Spritzer
Distilled Drinking Water、Spritzer TINGE、 Spritzer POP、Spritzer
Sparkling、Spritzer BonRica以及Cactus、 Cactus Sparkling、Desa and Summer。</span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;">
SPRITZER BHD在大马的市场占有率为40%,目前打算通过产品创新,在未来的3-5年内将市占率提升至45%。<br />
Spritzer的业务主要在马来西亚国内,出口市场只占了大约10%的营业额。因此,Spritzer正在积极扩张海外业务:2016年4月,进军中国广州;2017年1月,进军英国;近期也把产品出口到荷兰;昨天更是宣布了将要业务扩张至美国的计划。</span></div>
<div style="font-family: inherit; margin: 1em 0px;">
<span style="font-size: large;">
https://www.facebook.com/investmanofficial/</span></div>
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<span style="font-size: large;"><img src="https://klse.i3investor.com/files/my/blog/img/bl2714_spritzer_2019q3.png" style="height: 498px; width: 450px;" /></span></div>
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<span style="font-size: large;"><span style="font-family: inherit;">【2019 Q3季报】</span></span></div>
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2019 Q3对比去年同期</span>
<span style="font-size: large;"><span class="_5mfr" style="font-family: inherit; margin: 0px 1px;"><span class="_6qdm" style="background-image: url("https://static.xx.fbcdn.net/images/emoji.php/v9/td3/1.5/16/25aa.png?_nc_eui2=AeFSb4Ez99tLmQe2PM3avYpHrM2h2RMbOO_oBSKqPETinCAiTqk6n_VBxFtIT3ZAZvAdsUuHkgXKpjFSDE6c3zG7sNGPChI2y4NUO5cR5k6CYA"); background-repeat: no-repeat; background-size: contain; display: inline-block; font-family: inherit; height: 16px; text-shadow: none; vertical-align: text-bottom; width: 16px;">▪️</span></span>营业额从96.0M提升2%至97.5M</span>
<span style="font-size: large;"><span class="_5mfr" style="font-family: inherit; margin: 0px 1px;"><span class="_6qdm" style="background-image: url("https://static.xx.fbcdn.net/images/emoji.php/v9/td3/1.5/16/25aa.png?_nc_eui2=AeFSb4Ez99tLmQe2PM3avYpHrM2h2RMbOO_oBSKqPETinCAiTqk6n_VBxFtIT3ZAZvAdsUuHkgXKpjFSDE6c3zG7sNGPChI2y4NUO5cR5k6CYA"); background-repeat: no-repeat; background-size: contain; display: inline-block; font-family: inherit; height: 16px; text-shadow: none; vertical-align: text-bottom; width: 16px;">▪️</span></span>税前利润从10.8M提升16%至12.5M</span></div>
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FY19业绩对比去年同期</span>
<span style="font-size: large;"><span class="_5mfr" style="font-family: inherit; margin: 0px 1px;"><span class="_6qdm" style="background-image: url("https://static.xx.fbcdn.net/images/emoji.php/v9/td3/1.5/16/25aa.png?_nc_eui2=AeFSb4Ez99tLmQe2PM3avYpHrM2h2RMbOO_oBSKqPETinCAiTqk6n_VBxFtIT3ZAZvAdsUuHkgXKpjFSDE6c3zG7sNGPChI2y4NUO5cR5k6CYA"); background-repeat: no-repeat; background-size: contain; display: inline-block; font-family: inherit; height: 16px; text-shadow: none; vertical-align: text-bottom; width: 16px;">▪️</span></span>营业额从262.2M成长10%至287.4M</span>
<span style="font-size: large;"><span class="_5mfr" style="font-family: inherit; margin: 0px 1px;"><span class="_6qdm" style="background-image: url("https://static.xx.fbcdn.net/images/emoji.php/v9/td3/1.5/16/25aa.png?_nc_eui2=AeFSb4Ez99tLmQe2PM3avYpHrM2h2RMbOO_oBSKqPETinCAiTqk6n_VBxFtIT3ZAZvAdsUuHkgXKpjFSDE6c3zG7sNGPChI2y4NUO5cR5k6CYA"); background-repeat: no-repeat; background-size: contain; display: inline-block; font-family: inherit; height: 16px; text-shadow: none; vertical-align: text-bottom; width: 16px;">▪️</span></span>税前利润从29.6M成长12%至33.1M</span></div>
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由季报中我们可以得知SPRITZER这一次的业绩得以实现增长,主要归功于更好的销量与平均售价,以及包装成本的下降。<br />
2019 Q3,在营业额在增长2%的情况下,由于PET价格下跌,导致生产成本下降了10%。</span></div>
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你知道吗?<br />
一瓶矿泉水生产成本,大部分来自包装成本!也就是说,矿泉水的瓶子比里头的矿泉水还要贵。。。</span></div>
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为了保持较低的成产成本,公司计划在未来的两年内投入RM25mil来提升现有的PET包装厂。与此同时,耗资RM50mil打造的自动化仓储系统将在明年正式运营。<br />
这一系列的措施都将能够提升公司的生产效率,降低成本。</span></div>
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那么SPRITZER值不值得我们投资呢?<br />
以目前RM2.20的股价来看<br />
PE:16倍左右,如果Q4业绩能够延续现在的势头的话,PE就会是14倍左右<br />
DY:公司目前股息率只有1.6%,因为公司只拿出一小部分的盈余作为股息</span></div>
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SPRITZER是一支boring stock,成交量偏低,股价波动性也比较小。但是它是一间拥有强大品牌的公司,我认为只要在合理的价格买入,绝对会为投资者创造出源源不断的价值。<br />
总的来说,SPRITZER今年9个月的税后利润已经跟去年12个月的税后润持平,SPRITZER的全年业绩势必超越比2018年要好。</span></div>
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https://www.facebook.com/investmanofficial/</span></div>
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<span style="font-size: large;"><img height="414" src="https://klse.i3investor.com/files/my/blog/img/bl2714_investman_logo.png" width="387" />—————————————————————————</span></div>
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不知道大家有没有发现市面上售卖的瓶装水,有的盖子有些是白色,有些是绿色的呢?通常白色瓶盖的水会比绿色瓶盖的水便宜一些。</span></div>
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他们其中的差别就是:白色瓶盖的水是Drinking Water,就是普通的过滤水,价格便宜;而绿色瓶盖的瓶装水则是Natural Mineral Water,是从冰川/湖泊/岩层内的地下水提取,保留了对人体有益的微量元素和矿物质,所以价格比较贵。</span></div>
https://klse.i3investor.com/blogs/jylee0923/241895.jsp
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-70584242171548574922019-07-29T18:09:00.000+08:002019-07-29T18:09:57.023+08:00[SPRITZER (7103) 必胜 SPRITZER BHD:随着2019年7月实施糖税,瓶装水的消费量可能会有所改善] - James的股票投资James Share Investing<br />
<a name='more'></a> [SPRITZER BHD:随着2019年7月实施糖税,瓶装水的消费量可能会有所改善]<br /><br />必胜于本季度及截至2019年3月31日止的年度至今录得收入9,510万令吉,较去年同期录得的8,250万令吉增加15%。收入增加主要是由于销售量增加及瓶装水平均售价增加所致。<br /><br />截至2019年3月31日止的本季度及年初至今,必胜来自制造部门的收入为9050万令吉,较去年同期的7,850万令吉增加15%。交易部门的收入由本季度及截至2019年3月31日止年初的390万令吉增加15%至450万令吉。制造业收入增加乃由于销量及平均售价增加所致。交易收入增加主要是由于销量增加。<br /><br />必胜的交易部门的业绩于本季度及截至2019年3月31日止年度迄今为止的亏损由上年同期录得的80万令吉增加32%至RM50万。这一改善主要得益于更好的销售业绩和中国业务的间接成本降低。必胜于本季度及截至2019年3月31日止年初至今录得的税前利润为1,000万令吉,较去年同期录得的950万令吉增加5%,主要由于销售收入增加。<br /><br />截至2019年3月31日止的本季度,必胜录得收入9,510万令吉,较截至2018年12月31日止的前一季度录得的8,550万令吉增加11%。收益增加是由于客户在春节期间预期消费需求会增加,因此销售的瓶装水销量增加。<br /><br />截至2019年3月31日止本季度,必胜录得税前溢利1,000万令吉,较截至2018年12月31日止的前一季度录得的420万令吉增加136%,主要由于瓶装水的销量增加所致,加上原材料和包装材料成本的降低。<br /><br />前景:<br />他们将继续进行营销和销售,以提高他们在马来西亚和中国广州的瓶装水销售。他们目前正在太平矿泉水厂建造一个自动化仓库,以满足不断增加的业务量,并提高运营效率。他们将继续提高内部效率,并通过增加高速和全自动生产线进一步增强其能力。凭借其强大的品牌和针对各个市场的全面且不断增加的优质瓶装水产品,他们希望瓶装水产品的销售在国内市场中是可持续的。他们还采取坚定措施,进一步改善在中国的业务运营。<br /><br />随着2019年7月实施糖税,瓶装水的消费量可能会有所改善。虽然在2019年注意到经营成本仍然很高,但董事们对必胜能够在截至2019年12月31日本财政年度取得令人满意的业绩持谨慎乐观的态度。<br />-----------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.63 (dividend RM0.015) in 11 months 13 days, total return is 130.1%<br /><br />b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.43 in 7 months 10 days, total return is 78.8%<br /><br />c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 24 days, total return is 78.6%<br /><br />d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.1875) in 9 months 11 days, total return is 44.8%<br /><br />e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.79 in 6 months 6 days, total return is 37.4%<br /><br />f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.42 in 1 month 25 days, total return is 36.5%<br /><br />g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 7 months 3 days, total return is 34.5%<br /><br />h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.035) in 8 months 8 days, total return is 33.5%<br /><br />i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.88 (dividends RM0.063) in 9 months 18 days, total return is 22.2%<br /><br />j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 25 days, total return is 16.5%<br /><br />k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.04) in 9 months 25 days, total return is 16.1%<br /><br />l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.455 in 5 months 9 days, total return is 13.8%<br /><br />m) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 6 months 6 days, total return is 4.8%<br /><br />n) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.495 (dividend RM0.0225) in 10 months 3 days, total return is 4.5%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br /><br />预计公司每年的增长率必须> 14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br /><br />1)【看懂年报和季报】课程:<br />11a.m. – 7p.m.,免费茶和咖啡<br /><br />8月11日星期日:AG Hotel Penang, George Town 4份点心<br /><br />9月8日星期日:Hotel Sri Petaling, KL 3份点心<br /><br />10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />2)【股票-实际操作班】课程:<br />10a.m. – 9p.m.,免费午餐和晚餐<br /><br />8月10日星期六:AG Hotel Penang, George Town<br /><br />9月7日星期六:Hotel Sri Petaling, KL<br /><br />10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru<br /><br />3) 【公司业绩分享会】:<br />2p.m. – 7p.m.,免费茶和咖啡<br /><br />8月9日星期五:AG Hotel Penang, George Town 4份点心<br /><br />9月6日星期五:Hotel Sri Petaling, KL 3份点心<br /><br />10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />有兴趣的朋友,可以电邮或PM FB page联络我<br />email:jamesngshare@gmail.com<br />电话/Whatsapp : 011 - 15852043<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br /><br />这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br /><br />James Ng<br />-----------------------<br />[SPRITZER BHD: consumption of bottled water may improve with the implementation of sugar tax in July 2019]<br /><br />The Group recorded a revenue of RM95.1 million during the current quarter and year-to-date ended 31 March 2019, which is a 15% increase from the RM82.5 million recorded in the same period in previous year. The increase in revenue is mainly due to increase in quantity sold and average selling prices of bottled water.<br /><br />During the current quarter and year-to-date ended 31 March 2019, the Group's revenue from manufacturing segment of RM90.5 million represents an increase of 15% from RM78.5 million in the same period in previous year. Revenue from trading segment increased 15% from RM3.9 million to RM4.5 million in the current quarter and year-to-date ended 31 March 2019. The increase in manufacturing revenue is attributable to the increase in sales volume and average selling prices. The increase in trading revenue is mainly due to higher sales volume.<br /><br />The Group's trading segment results has improved 32% to RM0.5 million loss during the current quarter and year-to-date ended 31 March 2019 from the RM0.8 million loss recorded in the same period in previous year. The improvement is mainly due to better sales performance and reduction in overhead costs of the China operations. The Group recorded a profit before tax of RM10.0 million during the current quarter and year-to-date ended 31 March 2019, representing a 5% increase from the RM9.5 million recorded in the same period last year mainly due to increase in sales revenue.<br /><br />The Group recorded a revenue of RM95.1 million during the current quarter ended 31 March 2019, which is an 11% increase from the RM85.5 million recorded in the immediate preceding quarter ended 31 December 2018. The increase in revenue is due to increase in sales volume of bottled water sold due to customers increased stock holdings in anticipation of the increase in consumer demand during Chinese New Year festive period.<br /><br />The Group recorded a profit before tax of RM10.0 million during the current quarter ended 31 March 2019, representing a 136% increase from the RM4.2 million recorded in the immediate preceding quarter ended 31 December 2018 mainly due to the increase in sales volume of bottled water coupled with the reduction in raw materials and packaging material costs.<br /><br />Prospects:<br />They will continue with their marketing and sales efforts so as to improve their sales of bottled water in Malaysia and in Guangzhou, China. They are currently constructing an automated warehouse at their Taiping mineral water plant to cater for the increased business volume and also to improve their operational efficiency. They will continue to improve their internal efficiency and further strengthen their capacity and capability with the addition of high speed and fully automated production lines. With their strong branding and a comprehensive and increasing range of quality bottled water products catering to the various market segments, they are hopeful that the sales of their bottled water products will be sustainable in the domestic market. They are also taking firm steps to further improve their business operations in China.<br /><br />The consumption of bottled water may improve with the implementation of sugar tax in July 2019. While being mindful that the operating costs will remain high in 2019, the directors are cautiously optimistic that the Group will be able to generate a satisfactory performance in the financial year ending 31 December 2019.<br />--------------------------------------------------------------------------<br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must > 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />James Ng<br /><br />https://klse.i3investor.com/blogs/general/217082.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-44007310049435245612019-04-11T15:05:00.000+08:002019-04-11T15:05:13.646+08:00投资SPRITZER (7103) 必胜)需知的3件事<br />
<a name='more'></a>必胜 (Spritzer)在马来西亚的业务分别为制造与分销天然矿泉水。公司的天然水源取自它坐落在霹雳州太平市,面积达330英亩的大本营。经过29年营运,必胜已成为马来西亚最畅销的矿泉水品牌。<br /><br />除了天然矿泉水,公司也推出蒸馏水,调味饮料,能量饮料以及牙刷。虽然矿泉水业务对于投资者或许显的沉闷,但对于收入投资者可说是平稳的投资对象。以下是投资必胜需留意的3件事。<br />放眼国际<br /><br />必胜于1989年开始销售瓶装水,是马来西亚瓶装水领域的先驱。虽然集团大部份的收入来自本地市场的瓶装水销售,但它目前正积极开发海外市场。在2016年,必胜在广州的独资贸易公司开始销售、批发及分销瓶装水给当地及邻近市场。<br /><br />此外,公司也在2017年1月开始出口名为ACILIS by Spritzer 的天然矿泉水至英国市场。海外扩张固然存在挑战,但市场机会将随着扩张成功而大大增加。<br />收入稳定成长<br /><br />过去五年,必胜的收入从FY14(截至2014年5月31日)的2亿3,880万令吉<br />增长至FY18(截至2018年12月31日)的3亿4,770万令吉。单是2018年,集团的收入就增加了11%,因销量及平均售价均有提升。<br /><br />但是,必胜的盈利相对不稳定。在2018年,由于生产成本提高,集团的税前盈利下滑4%,因为包装物料及聚酯(PET)树脂成本均有上升,令销售成本增幅比收入增长来得快。<br />资产负债表稳健<br /><br />尽管生产成本不稳定,必胜的盈利多年来保持稳健。公司的业务也创造相当程度的现金营收,因此,必胜的财务状况可说是稳健。截至于2018年12月31日,必胜持有1,830万令吉现金与现金等值物,以及大约880万令吉债务,让它处于950万令吉的净现金状态。此外,股东权益在2018年增加1,200万令吉至3亿8,920万令吉。<br /><br />同年,集团从营运获得的总现金流为3,430万令吉,属于健康水平。以必胜的强健财务及稳定的现金流表现来说,它有足够实力投资于扩张计划以及派发股息来回馈股东。<br />总结<br /><br />必胜在马来西亚拥有历史悠久的成长记录。近期,它也踏出进军海外的第一步。虽然海外业务充满挑战,可是一旦成功则让集团的业务在未来有所增长。<br /><br />公司稳健的资产负债也让业务扩张不会导致财务受压。截稿时,必胜的股价为每股2.17令吉,相等于18.8倍的本益比以及2.5%的股息获益率。<br /><br />http://cj.sharesinv.com/20190411/64783/<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-82926454003354821622018-09-29T22:28:00.000+08:002018-09-29T09:58:26.899+08:00小而美 比蓝筹有潜力 8宝石股蓄势待发<br />
<a name='more'></a><span style="font-size: large;">2018年9月25日</span>
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(吉隆坡25日讯)相比昂贵的蓝筹股,低价小型股或许拥有更大的增长空间,MIDF投资研究锁定了8只“宝石股”,值得赶快入场等待下一波涨潮到来。</span></div>
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这些宝石股,都是拥有强稳的盈利增长潜力,也是所属领域的潜力股,展现了强劲的韧力。</span></div>
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根据MIDF投资研究,从今年1月底至今,富时隆综指表现超越富时小型股指数。若是从过去12个月来看,综指是在19.3倍的本益比交易,高于17.4倍的5年均值。</span></div>
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而小型股指数则在18.6倍的本益比交易,低于27.6倍的5年均值。</span></div>
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若将目光拉长到过去5年,小型股指数在大多数时间的表现都超越综指,其中一个原因是,小型股基础较小,更能展现高盈利增长。</span></div>
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“既然一些中小型股的估值已经相当合理,也许是时候在这领域找寻未来能持续增长的宝石了。”</span></div>
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对此,该行从多个领域中,挑选出8家在盈利能力、资产负债表或增长潜能上都表现强稳的公司。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">派息率稳定</b></span></div>
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这些公司大部分是所身处领域的市场领导者,并展现了强劲的营运现金流,因此,可稳定地派息奖励股东。</span></div>
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也有一些公司的上市时间不长,但已经展现出他们非凡的实力,并成功进军新市场,丝毫不比其他稳健同行逊色,“小也是一种美”。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■必胜(SPRITZER,7103,主板消费股)</b></span></div>
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评级:中和</span></div>
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目标价:2.27令吉</span></div>
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业务:大马瓶装水市场领导者,在太平、莎阿南和永平拥有15条生产线,年产量达6亿5000万公升。品牌包括Spritzer、Spritzer Sparkling、Spritzer Tinge、Spritzer POP、Cactus和Summer。</span></div>
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旗下的Spritzer和Cactus品牌,是我国矿泉水市场的老大和老二,市占率超过50%;在瓶装水市场,也有逾40%的份额。去年在本地的矿泉水销量就按年增长26.3%,至5亿7490万令吉,推动净利年增18.8%。</span></div>
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未来2至3年,还会增加15%的产量。目前利用率超过75%,有增加2条或更多生产线的空间。</span></div>
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虽然本地销售强劲,但原料成本上涨,还有中国对品牌接受度较慢,可能是近期的威胁。长期方面,依旧有更好的营运效率、较高自动化,以及中国业务达到收支平衡所支撑。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■菲马集团(FIMACOR,3107,主板工业股)</b></span></div>
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评级:中和</span></div>
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目标价:1.90令吉</span></div>
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业务:种植业务拥有8230公顷的已种植土地(77%在加里曼丹岛,其余在大马),在2018财年生产17万5774公吨的鲜果串;另外一个业务是生产和销售保密文件。</span></div>
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在2018财年,种植业务贡献税前盈利60%,或6490万令吉;保密文件制造业务则贡献2550万令吉,或37%。长期而言,相信会专注收入更高的种植业。</span></div>
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预计现财年的核心净利能达3570万令吉。</span></div>
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该公司净现金达2亿1100万令吉,并提供6.3%的良好周息率,强稳的资产负债表将可支撑未来股价。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■世康(SCICOM,0099,主板工业股)</b></span></div>
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评级:买入</span></div>
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目标价:2.29令吉</span></div>
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业务:商业程序外包(BPO)供应商,同时为政府提供服务外国学生的一站式签证中心。</span></div>
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今年,世康获越南颁发类似的签证服务合约,服务来自86个国家的顾客,海外业务贡献70%销售额。</span></div>
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自上市以来,该公司每年皆获得盈利。</span></div>
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2013至2017财年的营业额年均复增10%,净利增32%。过去5年,派息率介于60至89%的净利之间,周息率达5%。</span></div>
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自2006年来,世康一直保持净现金,因营运现金流大幅增长,资本开销的增速却没那么高。目前,持有5230万令吉的现金。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■许甲明(KKB,9466,主板工业股)</b></span></div>
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评级:买入目标价:1.13令吉</span></div>
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业务:从事制钢行业,在东马的市场份额显著。</span></div>
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最新完成的项目有沙马拉祖工业园的Ferro Alloy大厦、液化天然气Train 9项目,以及升级与重新发展数个机场,包括纳闽机场、亚庇国际机场、古晋国际机场,以及亚庇廉价航空终站。</span></div>
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今明两年的业绩表现,有舒适的订单所支撑。9亿令吉的泛婆罗大道建筑订单,确保许甲明达到2019财年2亿2420万令吉的营业额预估,以及300万令吉的税后和非控制权益净利。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■伟迈控股(WEGMANS,0197,创业板)</b></span></div>
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评级:无评级</span></div>
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业务:位于柔佛麻坡的出口家具商,顾客来自全球70个国家。刚于今年3月上市。</span></div>
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伟迈控股是强势美元的受益者,因为有99%的收入来自国外,却有超过95%的成本是以令吉计价。</span></div>
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此外,中美贸易战升温,美国买家将会从其他国家寻找供应商,也让该公司从中受益。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■霹雳运通(PTRANS,0186,创业板)</b></span></div>
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业务:在霹雳州怡保经营阿曼再也综合车站,并出租车站内的零售单位和广告位置。三大业务是综合车站、巴士营运和油站。</span></div>
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新的金宝车站落成后,将有40万平方尺的可出租面积,还有戏院、廉价酒店和保龄球场等。接下来,也计划在端洛和美罗打造综合车站。</span></div>
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该公司已在端洛收购16.64英亩土地,及在买下美罗4.9英亩土地,未来建成车站将可支撑长期盈利。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■森化集团(SAMCHEM,5147,主板工业股</b></span></div>
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评级:无评级</span></div>
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业务:在大马、中南半岛和印尼经营化学品分销,售卖超过500种产品,给逾3000位顾客。</span></div>
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在越南、印尼、新加坡和柬埔寨皆有办事处的森化集团,今年次季也拓展至缅甸和菲律宾。这两个国际经济表现良好,预计今年国内生产总值(GDP)可分别涨7.4%和6.7%。</span></div>
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海外业务对营业额的贡献,从2012财年的30%,提高至目前的50%,有效缓解单一市场风险。</span></div>
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<span style="font-size: large;"><b style="box-sizing: border-box; margin: 0px; padding: 0px;">■金群利集团(MATRIX,5236,主板产业股)</b></span></div>
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评级:无评级</span></div>
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业务:深耕森美兰芙蓉产业发展商,该业务贡献96%营业额。其他业务则有教育、酒店和建筑。</span></div>
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金群利集团最重量级的发展项目,就是达城(Bandar Sri Sendayan)期间发展计划,当中,目前正进行中和未来的项目发展总值高达47亿令吉,专注在可负担屋发展的策略吸引买气。</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDqGSjx1QjvNgbWrnAK5Jr47NLwjVZQGkYx10icQHpWDTdkibxaCPu0DrFNuPOncaHcPMWiZaGtpy5WxDY191PSCW860md-EMPku7Ny8UTdskJ_735U-bKFHMOWMK61sRXlEAwhw/s1600/STOCKS+MARKET+6.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="356" data-original-width="400" height="284" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDqGSjx1QjvNgbWrnAK5Jr47NLwjVZQGkYx10icQHpWDTdkibxaCPu0DrFNuPOncaHcPMWiZaGtpy5WxDY191PSCW860md-EMPku7Ny8UTdskJ_735U-bKFHMOWMK61sRXlEAwhw/s320/STOCKS+MARKET+6.jpg" style="display: inline;" width="320" /></a></div>
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截至今年首季,未入账销售达12亿令吉,可支撑1.5年的盈利表现。周息率具吸引力,约6.4%。</span></div>
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http://www.enanyang.my/news/20180925/%E5%B0%8F%E8%80%8C%E7%BE%8E-%E6%AF%94%E8%93%9D%E7%AD%B9%E6%9C%89%E6%BD%9C%E5%8A%9B-8%E5%AE%9D%E7%9F%B3%E8%82%A1%E8%93%84%E5%8A%BF%E5%BE%85%E5%8F%91/</span><br />
<span style="font-size: large;"><br /></span>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-70944033782332145272018-09-19T19:39:00.002+08:002018-09-19T19:39:59.066+08:00SPRITZER (7103) 必胜 - 必胜 免SST价格占优势<br />
<a name='more'></a>目标价:2.40令吉<br /><br />最新进展<br /><br />必胜(SPRITZER,7103,主板消费产品股)首半年的营业额增长10%,归功于国内市场的需求复苏、小型的产品包装和消费情绪改善。<br /><br />贸易业务的营运亏损从520万令吉,收窄至170万令吉,因为中国业务的销售与行销策略改变,得以节省成本,料在中期内取得收支平衡。<br /><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjriiHApXS0nVD229dFy_eY-RVEQphl7a9xWxl0T0vkI_861A9aT92lXCmgNeagTQvap7jZ3SUYpD_XQhmi2wiRjjA5TkwAcdjrNTVA7yxOEzjnoNeMtm9abpcL6uaxiEuVaqdBCw/s1600/internet.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="330" data-original-width="610" height="173" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjriiHApXS0nVD229dFy_eY-RVEQphl7a9xWxl0T0vkI_861A9aT92lXCmgNeagTQvap7jZ3SUYpD_XQhmi2wiRjjA5TkwAcdjrNTVA7yxOEzjnoNeMtm9abpcL6uaxiEuVaqdBCw/s320/internet.jpg" style="display: inline;" width="320" /></a></div>
<br />行家建议<br /><br />与管理层会面后,我们谨慎乐观看待必胜短至中期的展望,因为生产成本日益高涨,可能导致赚幅承压。<br /><br />原油价格攀升或导致聚对苯二甲酸乙二酯(PET resin)再涨价15%。因此,我们将今明两年的财测分别下调8.3%和4.6%。<br /><br />不过,长远来看,新的自动化仓库将在明下半年竣工,可缓解成本高涨问题。<br /><br />此外,我们有信心,新的销售策略奏效,可改善中国业务的表现。<br /><br />基于公司大部分产品被豁免征收销售与服务税,使得产品价格保持在低位,我们认为这有益于需求增长。<br /><br />维持“跟随大市”评级,惟根据明年16倍预估本益比,将目标价从2.50令吉下调至2.40令吉。<br /><br />
<img alt="180919x1305_noresize" class="alignnone wp-image-1109178 size-full" height="1774" src="http://www.enanyang.my/wp-content/uploads/2018/09/180919x1305_noresize.jpg" style="width: 700px;" width="1842" /><br />
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<br /><br /><br />http://www.enanyang.my/news/20180918/必胜-br-免sst价格占优势/Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-60329480631483980742018-05-31T21:13:00.004+08:002018-05-31T21:13:46.145+08:00SPRITZER (7103) 必胜 - 必胜 SPRITZER 股东大会 30-05-2018 @ TAIPING <br />
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必胜 SPRITZER 股东大会 30-05-2018 @ TAIPING
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5月30日,是必胜矿泉水公司的股东大会,而目的地是太平,鉴于行程太远,如果没什么特别事宜,基本上我不会出席的,不过29日则是佛诞,鉴于我是基督徒,所以突如其来的假期,就让我可以提早一天先去当地游玩,隔天再顺便出席股东大会,一举两得。。<br />
<a href="https://www.blogger.com/null" name="more"></a>途径怡保当然进去叫鸡。。饭吃啦,所以我们到达太平的时候,大概是4点左右,正好可以CHECK IN,过后朋友就带我们去吃咖喱面后再到这条桥吹吹风。。<br />
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好壮观呢。。(有看到亮点吗~。~?)</span></div>
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过后当然到处吃吃喝喝玩玩吹水咯,不过我知道你们对我的旅行史不感兴趣的了=。=,所以直接入正题。。<br />
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<span style="font-size: large;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6U6SdtJ64Skp1JGjZ9RyDCfsm_IKPl5iRSPMe4Q2g29U5wp6AsJcdj117hnYynBjpCpFMbxbouxFZ0XlqEiuuhfrY618usXZS3MpG9is-Kcl9sPlPTtqSP-bYAfc8yob8sKS7/s1600/spritzer.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1200" data-original-width="1600" height="480" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6U6SdtJ64Skp1JGjZ9RyDCfsm_IKPl5iRSPMe4Q2g29U5wp6AsJcdj117hnYynBjpCpFMbxbouxFZ0XlqEiuuhfrY618usXZS3MpG9is-Kcl9sPlPTtqSP-bYAfc8yob8sKS7/s640/spritzer.jpg" width="640" /></a></span></div>
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大会在10点半正式开始。。</span></div>
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出席的人数目测大概70-100,可以跟吉隆坡有的来,但是整个大会是一个人都没发问,所以所有议程在大概15分钟左右就搞定了。投完票后,有安排食物给
大家,边吃边等。。当然当大家都涌去吃的时候,我却等待着与CEO私底下聊天的机会,上个厕所回来后,发现他终于AVAILABLE了,所以凑过去,这时
候已经跟其中一位股东正在交谈,当然后来我也融入他们一起交谈,顺便发问了几个我比较感兴趣的问题。(不过鉴于问题都是私底下发问,所以就不便刊登了)</span></div>
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后来,那位交谈中的老兄,居然认得我=。=,还跟CEO作介绍,搞到我多么不好意思=。=,当然问完问题后,也跟这位老兄闲聊了一下,也从中学习到新的看法和想法,此行获益良多,当然,大会完毕后,居然叫我托=。=,没错,就是叫我托。。</span></div>
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<span style="font-size: large;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij0xzSNYmml72tH8ooPnSp6iL-f2KaHfvz8lcl55VGkyhm_XbBM9uGqw7mc7XqXnhyQGDp7q7NljPzw6KD-X6l5aduk3MdCsUFHAP195739T2YKYay5AfEmO7CtT-ppgRi8UsB/s1600/spritzer+tinge.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="324" data-original-width="800" height="258" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij0xzSNYmml72tH8ooPnSp6iL-f2KaHfvz8lcl55VGkyhm_XbBM9uGqw7mc7XqXnhyQGDp7q7NljPzw6KD-X6l5aduk3MdCsUFHAP195739T2YKYay5AfEmO7CtT-ppgRi8UsB/s640/spritzer+tinge.png" width="640" /></a></span></div>
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这次大会的门礼就是一箱TINGE啦,是不是要托叻~。~,不过我已经戒掉了汽水和甜饮,所以基本上这些都是我儿女的囊中物了=。=</span></div>
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总结</span></div>
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大会的资讯不多,不过私底下却获益良多,CEO非常友善,没有架子,跟两年前还是一样,而且重点是大家说中文XD,不然我半桶水的英文就真的很难沟通了,
而公司在中国的业务短期内不会有起色,但是目前来说,属于成长中的阶段,预测另一个三五年后,可以自给自足,因为公司的方向比较保守,所以在发展上会比较
慢,但是保守也有保守的好,积极也有积极的好,对于我这种人来说,保守反而我喜欢,需要的是耐性而已,虽然暂时我不会多买,不是他不好,而是我的资金布局
不允许我去买他而已,总的来说,公司非常好,但是预测短期内,不会有很大的成长力度,所以短炒或短期持有基本上不是很好的选择,但是如果你有足够的耐心,
我相信未来几年他绝对能够做到比今天好。。</span></div>
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<span style="color: red;">写这篇文章的时候我个人是持有该公司股份,但是请</span><span style="color: red;">别看到我的文章就胡乱以为我叫你买或卖,整篇文章并没有任何买卖建议,或推高股压低价的其他企图,单纯分享我的功课,</span><span style="color: red;">本人怒不对你的盈亏负任何责任,谢谢。</span><br />
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<span style="color: blue;">你的一个小小的like或share,是让我们用心整理更多好文章的最佳鼓励和动力哦^。^</span><br />
HAPPY INVESTING<br />
BY ~ 第一天<br /><br />http://windscopo.blogspot.com/2018/05/spritzer-30-05-2018-taiping.html</span>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-57237968716658145782018-05-02T20:21:00.000+08:002018-05-02T20:21:07.762+08:00SPRITZER (7103) 必胜 - 我回来了 + 参观Spritzer记 <br />
<a name='more'></a>时光在流逝,从不停歇。万物在不断更新,而人类在不断成长。岁月是那么的公平,从不给任何人多一秒,相反的也不会给任何人少一秒,每个人都会由时光的飞逝而经历着人生中最重要的过渡。<br />
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时间距离上一篇文章已经阔别将近4个月,在这4个月里,无论在工作上或者个人生活都安排了很多计划,过得非常匆忙又充实。<br />
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首先在工作上,我需要负责公司的一项产能扩充项目,上两个月都在进行机器的安装并开始进行commissioning,但由于要调试出来的成品宽限非常非
常精细,所以近期都在为这项不可能的任务奔波,等有时间会分享关于capex扩充项目的小小亲身经验,我们每天看到财报上的capex扩充看似很容易,但
实际上的过程和操作真的不简单,如果是涉及建新厂的扩充更是足以让整个公司上上下下的工程师都忙得不可开交。<br />
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在下班和周末时间我也没闲着,今年初我开始报读和自修一些相信是未来几年的大趋势的课程:AI, IoT & Industrial 4.0
。人工智能和各种类的感应器将会为我们未来的生活扮演重要的角色,趁着年轻多学习一技之长,无论是对工作或是个人前途都会有很大的帮助,毕竟投资股票之
外,我们还能选择投资自己,以便在必要的时候可以派上用场。<br />
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参观Spritzer记</h3>
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由于公司有两天的shut down,今天即使放假也不浪费任何时间,因此随团去参观Spritzer工厂。另外一个原因也是因为踏入社会工作将近4年,在工作上开始遇到难以突破的瓶颈,需要一些创新的灵感来自我突破,所以就去看看别人的工厂学习学习。<br />
我下面就长话短说的做今天参观的收获和总结:</div>
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1) Spritzer是全马最大的矿泉水生产商,旗下品牌包括spritzer, cactus, desa, summer, 还有为tesco,
aeon, petronas mesra等等的牌子生产矿泉水。另外还有生产一些有气矿泉水例如Pop,
Tinge。我们以前经常听到的广告歌曲“Pop不是汽水不是汽水,Pop是天然口味有气矿泉水”。不过在众多的品牌中,最高矿物含量的是
Spritzer品牌矿泉水,所以价钱也相对比较高,但最受欢迎的还是cactus,因为属于比较便宜的经济型矿泉水。</div>
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2)Spritzer的矿泉水都是来自地底下的,一共有8个地底水源,深度高达420尺,也就是大概30层楼的深度,而且每个水源都是受到保护的。这些水
源最大的差别就是里面含有的矿物质,所以拥有最好的矿物质水源是Spritzer品牌,至于其他矿物质含量比较低的水源可能就是给cactus和其他经济
型矿泉水所使用的吧。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFrOqTljyvQJOfQnB6Gth5LOnZLhi7A8lT-7FHztj_uMhkoFxcDzUmrKjp_AoPb7xpR7xWh1OUUtDCbXT-KjFqFT4MqCtE4_bo4IkgdcQRkcu6KmLGVmfnUWE0FWnXUoPnmsHVAQ/s1600/Groundwater.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="541" data-original-width="637" height="271" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFrOqTljyvQJOfQnB6Gth5LOnZLhi7A8lT-7FHztj_uMhkoFxcDzUmrKjp_AoPb7xpR7xWh1OUUtDCbXT-KjFqFT4MqCtE4_bo4IkgdcQRkcu6KmLGVmfnUWE0FWnXUoPnmsHVAQ/s320/Groundwater.jpg" width="320" /></a></div>
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曾经有一个谣言说Spritzer的水源库附近都是坟墓,所以喝的水是尸水。但以逻辑思考,一座坟墓深度也只是10-20尺,而Spritzer的地底水
源深达400尺,是穿越过各种地底下的岩石层进行天然过滤后提取的水源。除此之外,Spritzer
也将水源库周围的330英亩(相等于266座的足球场)的地都买下来作为保护区,以保证水源的品质受到保证。</div>
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3)
Spritzer的水源拥有非常高Silicon矿物的含量,华语叫“硅”。Silicon可以有效的避免我们身体尤其是脑部去吸收食物或烟草中摄取的铝
矿物,能够减少老人痴呆症的患病率。经过医学研究证明,持续13个星期喝Spritzer矿泉水的15位实验者,能够减少他们体内高达70%的铝矿物,让
人体保持更良好的身心。除此之外,Silicon也对我们人体的骨头、细胞组织和关节的修复有所帮助,同时silicon也能对我们的头发、皮肤和指甲起
到保养和抗老化的作用。</div>
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4) Spritzer一共有3家矿泉水生产工厂,位于霹雳太平、柔佛永平和雪州沙亚南。另外也有一家塑料瓶生产工厂位于霹雳怡保。Spritzer 的瓶子都是自己购买resin然后自己生产的。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGS9SmK0o_WJSB0xuEVhHl1oZL0nsaGni8moNaxJUkBmoTdqG4uCYuLx1UJouKelQRpYmPLXV_WH-TQm-Y0qs_kLhY9fewWIU0j7uliVeKv8GAh_YU-lSvOMSk0KtwK7K9xV1UkQ/s1600/oil+barrel-saidaonline.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="333" data-original-width="417" height="159" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGS9SmK0o_WJSB0xuEVhHl1oZL0nsaGni8moNaxJUkBmoTdqG4uCYuLx1UJouKelQRpYmPLXV_WH-TQm-Y0qs_kLhY9fewWIU0j7uliVeKv8GAh_YU-lSvOMSk0KtwK7K9xV1UkQ/s200/oil+barrel-saidaonline.jpg" width="200" /></a></div>
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5) 题外话,1公吨的塑料瓶的原料需要使用大约4
barrel的原油来制作。所以spritzer也一直有进行研究来减少他们的resin使用量,让所生产的瓶子更环保。Spritzer最大的成本不在
于水,而是瓶子,而PET resin也占据了Spritzer过半的原料开销。</div>
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6) Spritzer所生产的矿泉水都是由YEE LEE来经销,YEE LEE也是Spritzer的最大股东,也可以说是合作的母公司。另外,Spritzer其实只是他们最大牌子的名称,Spritzer的公司原名叫Chuan Sin。</div>
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7)
接下来说说关于生产,Spritzer的矿泉水从最原先的水源到最后的装罐和包装,甚至装箱都是完全没有与人体接触到的,所以他们的生产线是几乎全自动化
的,而且我看了生产的速度简直快到我眼花缭乱,一个个瓶子在我眼前迅速的飘过,没几下子就装满水,然后包装好了,每分钟可以完成几百瓶的矿泉水。在装箱过
程中也采用了机械和机械手臂Robotic Arm的帮助,对人工的依赖性是非常低的,整个生产线我几乎没看到什么人。</div>
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8) 年报中有提到去年Spritzer耗资来打造一个自动化的仓库,但今天参观的时候似乎还没完工,负责人以安全为由不让我们进去参观。这个自动化仓库充满神秘感,甚至连一同参观的物流公司职员都非常好奇和感兴趣。</div>
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9) 太平拥有雨城的称号,但在2014年的时候就出现过长达1个月没有下雨,优美的太平湖也因为天气干旱而“露底”了,但当时对Spritzer的影响也只是停产1天。所以如果出现长期的干旱天气可能会影响他们的生产量,但不至于太过危急。<br />
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10) Spritzer大部分生意都是在我国本土,只有少数是出口,出口的国家就有新加坡、中国、香港、台湾、英国等等。像香港的都属于OEM,而英国的是属于代产。</div>
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整个矿泉水的生产过程如下:</div>
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那个形状长得有点像保险套又有点像化学液体试管的东西,其实就是还未形成塑料瓶的初步形态,也有个很幽默的名称叫baby bottle,这个初期的瓶子送入模子后经过高温加热再吹气就会形成我们平时看到的塑料瓶了。</div>
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我曾经在2014年我国陷入干旱天气的时候有买过spritzer,之后在2016年时卖掉了。到目前为止,并没有任何spritzer的股份,暂时也不
会想买入,因为技术上它已经结束了长达9年的上升趋势,并且迈入了新的短期下跌趋势,会保持多久没有人会知道,所以在趋势被扭转之前,并不那么值得去深入
分析,我就不进入财务状况的基本面分析了,而且今天的分享也只是恰好,本来没打算要去分析 :P</div>
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最后,</div>
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部落格那么长时间没更新不知道还有没有人记得牛奶冰,不过忙碌和自我进修都是暂时的,我已经为下半年规划好了不少投资相关的计划,也会分享更多在这段时间闭关后的全新投资思维,请继续关注我们的专页以获得最新的分享。</div>
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<b>FB Page:牛奶冰投资分享站</b></div>
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<a href="https://www.facebook.com/icemilkinvestment/"><b>https://www.facebook.com/icemilkinvestment/</b></a></div>
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<a href="http://icemilkinvestment.blogspot.my/"><b>http://icemilkinvestment.blogspot.my/</b></a></div>
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<b>牛奶冰</b></div>
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<b>02/05/2018</b></div>
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<h3>
<b>免责申明:此文章纯属资讯分享,并非股票买卖建议或操纵股价意图,买卖自负,谢谢。<br /><br />https://icemilkinvestment.blogspot.my/2018/05/spritzer.html</b></h3>
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-3300431523982299332017-07-20T19:10:00.000+08:002017-07-20T19:10:17.428+08:00YEELEE (5584) 義利和SPRITZER (7103) 必胜的创办人<br />
<a name='more'></a>Spritzer 矿泉水,红鹰油,Sabah Tea Garden 对于马来西亚🇲🇾人来说都不是陌生的品牌。就是由这位成功商家发起的。<br />
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林国璋的奋斗步伐,似乎从来没有停止过。从20世纪中期开始,他就在战火纷飞的马来西亚开始了同命运的博弈。1968年他逆势而上,创立义利集团(Yee Lee Corporation),经历近半个世纪的风霜雪雨,事业根基与日丰厚。2012年,在马来西亚华商总会改届选举中,林国璋被一致推举为新一任会长,从此他要为之奋斗的,则升级为关系千万华人生存发展的大命题。<br />
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英雄何必问出处<br />
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作为中国企业“走出去”投资东盟的最佳选择地,马来西亚在1974年与中国正式建立外交关系后,双边关系一直稳健发展,可以说,在整个东盟地区,两国在贸易、投资、教育、旅游、文化等各方面的合作交流最为紧密。2012年,义利集团董事经理拿督林国璋出任马来西亚中华总商会(以下简称:中总)总会长,肩负起沟通中马两国经济贸易继续友好往来的重任,成为大马政商舞台上不可或缺的关键人物。<br />
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一心扑在华总事务上的林国璋很少对外界提及自己的过往,但在大马,许多人都曾被他的励志传奇所鼓舞。林国璋曾对年轻后辈说过一句话,“每个人都无法选择自己的出身,有良好出身要珍惜,出身清寒也要积极不断的自我提升。”<br />
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林国璋就是从清贫之中走出的华商侨领。他出生在马来西亚最为动荡的战乱年代,经历过日军侵马的兵荒马乱、马共对抗英军的紧急状态期,也目睹了震惊国人的513反华事件。因为局势不稳,生命与生活几乎没有任何保障,更不必说可以接受完整教育。林国璋曾感叹,在那个年代能接受完整的教育简直是一种福气,而他自己在不断迁移的成长历程中,就辗转念过7间小学及3间中学。<br />
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“虽然我的童年过得很坎坷,但并不因此自暴自弃自卑。”刚刚长成后的林国璋乐观不弃,开始在各种社会环境中历练。他曾给新加坡的杂货店帮过忙,也曾在父亲的介绍下到吉隆坡的大油厂去做销售员。也就在那段期间,有心人林国璋因为工作原因跑遍雪兰莪州和吉隆坡,掌握市场讯息,从中体会、洞察商业先机,为后来创立义利集团奠定了重要思想基础。<br />
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1968年,由林国璋带头的义利集团正式成立,主攻食用油市场。众所周知,马来西亚向来以种植棕榈树、生产棕榈油为主要经济开发手段,也催生了许多业内寡头长久又稳定得盘踞市场。最初,为了在市场竞争中立足,林国璋采用了许多灵活打法,例如他曾在企业草创时期积极争取大油厂忽略的小市场,用以逐渐扩展地盘,后来直接设立炼油厂,以此打破供销束缚。尽管那时一没人脉,二无资金,但林国璋也没想过放弃。他拿着皮箱挨个去找亲戚朋友借钱,冷言热语都听过,后来因为获得银行的贷款,才终于在70年代在怡保打昔工业区买下8亩地,建设炼油厂。<br />
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1976年,由义利集团生产的红鹰油正式打入市场,以不含胆固醇的食油品质为主打优势,同时进行包装改革,将原来不透明的铁罐包装改革为透明的塑胶瓶子包装,这一创新之举使红鹰油迅速在市场占领优势,使义利集团因此成为大马食油业的领航者,更在1993年于吉隆坡股票市场挂牌上市。<br />
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在食油业取得成功后,林国璋开始投资其他,包括创建大马第一间矿泉水生产厂必胜(Spritzer),这一次同样是在众人的冷嘲热讽中,他坚持经营,最终让必胜成为今天大马最畅销的矿泉水品牌,并且于2000年成功上市。必胜之外,林国璋的另一个投资重点瞄准了大马特产——沙巴茶。据他介绍说,义利集团当年从沙巴州政府手中买下神山脚下的6000亩地,利用其中2000亩来种植茶叶,专门出产不含农药的沙巴茶,同时用剩余土地开发建设沙巴传统长屋生态旅游园,大幅提升了当地的经济效益。<br />
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林国璋似乎总是擅长将看似没有未来的生意做活,做强,在生意场上日渐春风得意的他后来也投入了许多精力参与各种教育、体育、社团的工作,而他也同样发现投入公益活动也是可以促进人脉,带来商机。例如林国璋一直支持红鹰油和必胜两个品牌通过赞助体育竞技项目而开拓商机,而他自己也通过体育运动,特别是篮球运动中获得启发,他认为团体精神是企业家精神的重要组成,必须学会如何配合,不能单打独斗。<br />
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在一些演讲场合中,林国璋曾对自己的商业人生做出总结——英雄何论出身低?唯有正视自己的出身,才会成功。他这样说道,“人都是会有自卑的心态,但如果一直有负面想法,这怎么会成功?只有当你想要成功,并开始做各种准备、收集资料、做调查,才能看准目标。”他也坦陈,父亲从小对他的教诲也让他受益良多,“踏实做人,诚信做事,勤俭乐施,不计较太多”,这些都成为他人生的座右铭。<br />
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<img alt="" class="spotlight" src="https://scontent.fkul8-1.fna.fbcdn.net/v/t1.0-0/p240x240/20229028_1957271901174970_3290238226236870868_n.jpg?oh=dc9f855c858c7b6932c1959881853e82&oe=59F8938F" style="height: 309px; width: 660px;" /><br />
<img alt="No automatic alt text available." class="spotlight" src="https://scontent.fkul8-1.fna.fbcdn.net/v/t1.0-9/20046281_1957271807841646_863883113547935526_n.jpg?oh=161fbaac4af30bba3103c4476a946a24&oe=5A0AC60F" /><br />
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<img alt="Image may contain: drink" class="spotlight" src="https://scontent.fkul8-1.fna.fbcdn.net/v/t1.0-9/20046628_1957271821174978_8667162011766149192_n.jpg?oh=be478807d90a4ba02afd2ca9dcffba1e&oe=59F7655B" /><br />
https://www.facebook.com/perakwonders/?hc_ref=ARRaj_DFeH3iAHffJytwDvXNzbvWVkEQwnd4DfiKJ1ldf2Dxd52ft6Aus3VvuM1K4CEUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-82424259244789639772017-06-21T09:10:00.001+08:002017-06-28T08:11:02.236+08:00SPRITZER (7103) 必胜 - 必胜涨幅跑赢综指<br />
<a name='more'></a> 2013-07-08 14:27<br />
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问1.必胜(SPRITZR,7103,主板消费产品股)的股价已经攀升许多,是否已经很昂贵?<br />
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2.该公司业绩展望如何?表现好吗?<br />
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3.请问矿泉水业务的展望如何?<br />
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答自从我们首次给予必胜(SPRITZR,7103,主板消费产品股)“短线交易”的评级后,该公司的股价即从当时4月30日的1.16令吉,攀升了52%。<br />
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实际上,必胜股价的涨幅很明显地跑赢了富时隆综指,该指数在同期仅仅增长了3%。<br />
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我们预测,必胜将在本月底宣布2013财年业绩,我们估计,该公司将可交出卓越的成绩,盈利料达到1690万令吉,按年增长60%,主要是归功于瓶装水的销量走高,以及聚乙烯(PET)树脂的价格下降。<br />
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然而,我们认为市场已经反映了这个利好消息,因为必胜的股价在过去2个月以来,已经增加了50%以上。<br />
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上涨空间不大<br />
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目前,必胜的本益比已经来到15.0倍,若根据5年历史平均的10.7倍,已经显得有点昂贵,此外,该水平也高于富时小资本股历史平均的11.5倍。<br />
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由于估值已略高的因素,因此,我们认为股价上涨的空间已经不大,更何况目前的市价(1.76令吉)也高于我们之前给予的目标价(1.35令吉)。<br />
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短线套利长线守住<br />
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虽然我们建议“套利”,然而,必胜对于长线投资来说仍然非常理想。<br />
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我们相信,在可支配收入提高之际,大马人口对于矿泉水的消费将会增加,此外,到访游客的增加,也可刺激矿泉水的销量。<br />
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必胜的主要业务,是生产天然矿泉水、有汽水、蒸馏水,以及饮用水。<br />
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此外,该公司也生产聚乙烯瓶、牙刷,以及家用塑胶产品。<br />
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目前,瓶装水业务占该集团2012财年营业额的93%。<br />
<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-57991912839749092112017-05-03T15:06:00.002+08:002017-05-03T15:06:35.621+08:00SPRITZER (7103) - Spritzer Berhad<br />
<a name='more'></a>SPRITZER (7103) - Spritzer Berhad<br /><br />Spritzer share price RM2.39<br />Spotted in my telegram RM2.31<br /><br />Spritzer Dividend yield 1.4%<br /><br />See what the company said.<br /><br />Despite a soft consumer market, Spritzer Bhd anticipates a double-digit growth in sales this year. The Start Monday, 24 April 2017<br /><br /><br />Exported to UK and target Europe.<br />Spritzer Bhd has started exports of its mineral water to the United Kingdom and hopes the country will eventually be a springboard for it to penetrate into Europe. The Star Saturday, 11 February 2017<br />## The quantity to UK is very small, but hope it can really be a springboard to Europe.<br /><br /><br />Promote as Health<br />"We will market the product under a new brand name called Acilis and position the product as an upper mid to premium product so that it will be feasible to sell there.<br />He says the UK Trading Standard has also allowed this product to be labelled in the country as possessing anti-aging properties that encourage softer skin, stronger nails, shiny hair and supple joints due to silicon enhanced promotion of natural collagen in the body.<br />"We think this will be our competitive edge as we won't be competing with the cheaper bottled water brands there.<br />"As proven in research by Keele University, it also helps in the removal of aluminium in the body - which is a known neurotoxin as a result of life-long exposure to the metal in food, tap water, cosmetics, medications and environmental air pollution from car exhaust and cigarette smoke," Chuah says.<br />The Star Saturday, 11 February 2017<br /><br /><br /><br />Room for Export to grow?<br />Exports presently constitute to about 10% of Spritzer's annual revenue.<br /><br /><br />China<br />Given the number of incumbents already in the market, the group's task in China will not be easy. That said, with China's history of food scandals coupled with rising affluence in the nation, people might be more willing to pay extra for 'premium' imported products - the segment targeted by the firm - that are deemed as 'safer'. Tan Jiahui May 6, 2016 Stock Market, Upside Potential<br /><br /><br />China- 2 years from April 2016.<br />Spritzer started exporting mineral water to China at the end of April 2016. Malaysia's largest bottled water producer expects the venture to become profitable in two years. In the meantime, the expenses incurred to carry out the venture may affect its financial performance. The Edge Financial Daily, on June 26, 2016.<br />"Water is bulky, we know that expanding to China is even more costly. However, we will not be competing with the low-price segment. We will sell it at medium to premium price, so it can cover our cost," he said.<br />Sow said it launched 'Spritzer Tinge' in China at a price of between five to eight yuan per 500ml bottle. It will also sell Spritzer Fibre and Spritzer mineral water there.<br />## Probably we can start seeing the result by next year.<br /><br /><br />I don't think this stock will jump up sky high. Water is heavy and cheap, so probably the export market may not be so easy except for premium bottle which has a smaller market size.<br /><br /><img border="0" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7O7lmewm-IWL0UI9HVdVVGwWmPNejR3HzWBWv3tjv_HONbrzH0X9oBGKDuDIIZCDuecJr9Kyv8EGpg8OFA_StWJVHY4eOce-0aKCwuJnAd5Vy2FVrjAHqB6vTGxQsFDFLk08XmQ/s640/52c472a95dad7bbf846c0be3218883f5.jpg" width="517" /><br />SPRITZER (7103) - Spritzer Berhad<br />http://politemarket.blogspot.my/2017/05/spritzer.html<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-71080467577620493082017-03-15T11:07:00.000+08:002017-03-15T08:35:18.357+08:00Bermaz Auto, Pan Malaysia, UMWOG, Transocean, Spritzer, Eka Noodles and Digistar<br />
<a name='more'></a>KUALA LUMPUR (March 14): Based on corporate announcements and news flow today, companies that may be in focus tomorrow (March 15) may include the following: Bermaz Auto, Pan Malaysia, UMWOG, Transocean, Spritzer, Eka Noodles and Digistar.<br />
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Bermaz Auto Bhd’s net profit fell 38.9% to RM25.1 million in its third quarter ended Jan 31, 2017 (3QFY17) from RM41.1 million a year ago, as softer consumer demand impacted domestic sales while supply constraints and competition in the Philippines affected sales in the other country.<br />
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Reduced performance from its associated companies and higher vehicle cost because of a weak ringgit also caused net profit to fall but this was mitigated by a drop in operating expenses after measures were taken to cut it.<br />
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In a filing with Bursa Malaysia today, Bermaz said revenue slipped 35.2% to RM338.7 million in 3QFY17 from RM522.6 million last year.<br />
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“Softer consumer demand has impacted domestic sales while supply constraint on certain Mazda models and competitors’ new model launches has affected sales in the Philippines. This was further aggravated by intense competition in the domestic market, where sales were predominantly driven by aggressive discount promotion activities by competitors,” it said.<br />
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Bermaz recommended a third interim single-tier dividend of 2.75 sen for the financial year ending April 30, 2017 (FY17), to be payable on April 26.<br />
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Pan Malaysia Holdings Bhd (PMH) said it is unaware of what could account for the recent sharp rise in the price of the company's shares.<br />
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In a reply to Bursa Malaysia's unusual market activity (UMA) query earlier, PMH said there are no new corporate developments that the board is aware of.<br />
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The company also said it is not aware of any rumour or report concerning the group's business and affairs that may account for the trading activity. Earlier today, Bursa had slapped PMH with an UMA query after its share price rose as much as 43.3% to hit an intraday high of 21.5 sen.<br />
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UMW Oil & Gas Corp Bhd (UMWOG) has bagged a contract from British oilfield company Petrofac (Malaysia-PM304) Ltd for the provision of a jack-up drilling rig, specifically UMW Naga 5, to drill two wells.<br />
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UMWOG did not disclose the value of the contract in its filing with Bursa Malaysia today. The contract commences in the second quarter of 2017.<br />
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The letter of award was secured via UMW Offshore Drilling Sdn Bhd (UOD), a wholly-owned subsidiary of UMW Malaysian Ventures Sdn Bhd, which is in turn UMWOG’s fully-owned unit.<br />
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"The contract is for the provision of drilling rig services for Petrofac's drilling programme, whereby (we) will assign the UMW Naga 5 for this contract," said UMW O&G.<br />
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This is the second contract UMWOG has secured this month, with the first being the jack-up drilling job from Vestigo Petroleum Sdn Bhd announced on March 10.<br />
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Logistics solutions provider Transocean Holdings Bhd announced it will acquire the entire equity interest in Taipanco Sdn Bhd for RM140 million to revitalise its business.<br />
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In a filing with Bursa Malaysia today, the group said it will issue 102 million new ordinary shares and 38 million new redeemable convertible preference shares (RCPS), both priced at RM1 each.<br />
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The group acquired Taipanco by inking a conditional sale and purchase agreement and a profit guarantee agreement with the company's shareholders and directors Jee Chau Hau, Nazari Akhbar and Nor Rahah Ab Ghani (the vendors).<br />
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The vendors will also grant Transocean a profit guarantee that Taipanco's profit before tax (PBT) for FY2017, FY2018 and FY2019 shall be not be less than RM10 million each, and that the cumulative PBT for the three financial years shall not be less than RM33 million.<br />
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The vendors will have a collective shareholding of 55.25% of the enlarged issued share capital of Transocean and 64.64% upon full conversion of the RCPS, effectively emerging as major shareholders in the company, making the deal a reverse takeover (RTO).<br />
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However, as it is not their intention to do so, they will seek an exemption from undertaking an MGO from the Securities Commission Malaysia.<br />
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Mineral water producer Spritzer Bhd announced that FMR LLC, part of United States-based Fidelity Investments, has emerged as a substantial shareholder after it acquired 38,100 shares in the open market.<br />
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This boosted FMR's holdings in Spritzer to 9.25 million shares, equivalent to a 5.07% stake. FMR's share acquisition in Spritzer was part of a simple portfolio of investments, the company said.<br />
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Headquartered in Boston, Fidelity Investments is the fourth largest mutual fund in the world, with presence in eight other countries across North America, Europe, Asia and Australia.<br />
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Loss-making Eka Noodles Bhd, which was embroiled in a boardroom tussle earlier this year, announced a slew of boardroom changes today via several Bursa Malaysia filings.<br />
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Both its executive director Datuk Ahmad Zaffry Sulaiman, 42, and independent and non-executive director Raja Nazrin Raja Ghazilla have resigned due to personal commitments, with immediate effect.<br />
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Meanwhile, Datuk Dr Chin Yew Sin, 57, Leong Woay Hong @ Neoh Woay Hong, 50, Lim Choo Hooi, 47, and Fong Yit Meng have been appointed the company’s new independent and non-executive directors, starting today.<br />
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Trading in the shares of information technology and security solutions provider Digistar Corp Bhd will be suspended tomorrow (March 15), between 9am and 2pm, pending the release of a material annoucement.<br />
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Sources told The Edge Financial Daily that Digistar will be launching its advanced security system — Panther Mobile – and it has roped in Celcom Axiata Bhd as partner.<br />
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BAUTO, BAUTO (5248), 5248, EN5248, KLSE:BAUTO, PMHLDG, UMWOG, TOCEAN, SPRITZER, EKA, DIGISTA, <br />
http://www.theedgemarkets.com/my/article/bermaz-auto-pan-malaysia-umwog-transocean-spritzer-eka-noodles-and-digistarUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-32595787371343158682017-02-05T22:02:00.000+08:002017-02-05T22:02:48.565+08:00SPRITZER (7103) 必胜 - SPRITZER (7103) - 进军中国第一站,广州! <br />
<a name='more'></a>SPRITZER (7103) 必胜 - SPRITZER (7103) - 进军中国第一站,广州! <br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7_WQATKEeRCVfDuwxRuwD5Sjqx3FLo5vcwL-tk-dFnRI8vsQvIkmnT4BMr6gJGgzjrEHQM_X9cLQEbZ3O7kjJrQJP6ozEhzMrO7EWsO84Ev93FG9N3wZ4tKoNJQ_wWYmFMrx8/s1600/Capture.JPG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="146" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7_WQATKEeRCVfDuwxRuwD5Sjqx3FLo5vcwL-tk-dFnRI8vsQvIkmnT4BMr6gJGgzjrEHQM_X9cLQEbZ3O7kjJrQJP6ozEhzMrO7EWsO84Ev93FG9N3wZ4tKoNJQ_wWYmFMrx8/s640/Capture.JPG" width="640" /></a></div>
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♫♫♫ POP不是汽水不是汽水 POP是天然果味有汽矿泉水 没有味素 没有色素 POP不是汽水不是汽水 POP就是POP ♫♫♫<br />
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这一首朗朗上口的广告曲子曾经在电视在电台都无所不在。这主攻健康路线并强调不是汽水的有汽矿泉水曾经也是过年的必买饮料,家喻户晓是小孩子的最爱。但是笔者在这个新年里去亲情家拜访,几乎都看不到它的踪影。或许是因为促销和包装的问题吧,毕竟罐装和盒装的饮料才有过年feel。<br />
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言归正传,上次的分享说到必胜进军中国这个拥有接近十四亿人口的市场,还梦到这十四亿人口一人拿着一支必胜矿泉水。现在季报出炉啦,让我们一起来看看战绩如何。<br />
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<b>最新季报:</b><br />
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<b style="background-color: yellow; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.85px;">#注:必胜将更换财政年(从5月31号改去12月31号)</b><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFNmKVgue95qiNfWw4RBGG9K_zYAv6w-hSmJ9d8g5jPA1P2QehbgwT39PZ0DrNTKdtiEvYgRknZ6laigfkxHML0U1ckR3yHplXUEhijcPVg3FraPta3cUNEE7BXUM88QHTrOD4/s1600/1.JPG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="448" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFNmKVgue95qiNfWw4RBGG9K_zYAv6w-hSmJ9d8g5jPA1P2QehbgwT39PZ0DrNTKdtiEvYgRknZ6laigfkxHML0U1ckR3yHplXUEhijcPVg3FraPta3cUNEE7BXUM88QHTrOD4/s640/1.JPG" width="640" /></a></div>
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管理层发文告指出 :营业额<span style="color: blue;">相比去年同期增长了23%</span>,主要是瓶装水产品和包装材料销量增加了。但赚幅继续受到营运成本走高的打压<span style="color: red;">(相比同期提高了30%)</span>,主要是受到市场开拓的分销成本和拓展中国市场的广告和促销费用拖累。每股净利减少了34%,不过值得注意的是现金增加了许多。<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsA2CjguCHVGmYR-D4vHX1uioP7vDK4m23kGpy_cxmRdH5BGWCvkSIZey9yD60r567O9VSFGomDoLjKQJt2Ex4J60GbVtHfe-wE7avZbyGKWVRE3ThYFuZgOyYyeo4NTCXRRGq/s1600/2.JPG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="242" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsA2CjguCHVGmYR-D4vHX1uioP7vDK4m23kGpy_cxmRdH5BGWCvkSIZey9yD60r567O9VSFGomDoLjKQJt2Ex4J60GbVtHfe-wE7avZbyGKWVRE3ThYFuZgOyYyeo4NTCXRRGq/s640/2.JPG" width="640" /></a></div>
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如果累计六个月的业绩(六月至十一月),再比较去年同期。<br />
营业额整体提升了21%,管理层说是因为销售价格和销售量提高了。<br />
而销售和营运成本的提高除了是因为拓展中国市场的费用外,员工成本在最低薪金制下也有所提高了。<br />
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<b>业务贡献总营业额的比率分析:</b><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifjRtj0Qg-Wum4Pfd6iBquLwZ7bQ-Bq4iFQ9otY-LK-lzTK9q56X8G4MF0kg3cGF-6EFPLtGlW6M8jelhC_VgwPkvzaZ9HgZ2t8eA68n7cqIg75RzPzhp_01sZzwQaLvEafLEf/s1600/3.JPG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="280" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifjRtj0Qg-Wum4Pfd6iBquLwZ7bQ-Bq4iFQ9otY-LK-lzTK9q56X8G4MF0kg3cGF-6EFPLtGlW6M8jelhC_VgwPkvzaZ9HgZ2t8eA68n7cqIg75RzPzhp_01sZzwQaLvEafLEf/s640/3.JPG" width="640" /></a></div>
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<span style="background-color: yellow;"><b>(上图)~ 累计三个月(比较同期)</b></span><br />
<span style="background-color: yellow;"><b>(下图)~ 累计六个月(比较同期)</b></span><br />
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管理层在文告中指出
:Manufacturing的营业额随着价格调整,加上销量增加而提升了。Trading则因为拓展业务至中国市场后有所提升了。必胜于去年四月开始在中国广州销售瓶装水。虽然累计六个月的涨幅有45%,不过基于Trading业务对整体营业额的贡献本来就不大,只占了不到6%,所以效果不明显。<br />
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<b><b>展望未来:</b></b></div>
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<b><br /></b>经济不稳定造就消费意愿低落,财政赤字逼使减少各种津贴,加上马币贬值,种种因素都会影响赚幅。管理层在文告中表示将着重于加强品牌价值,创新产品,自动化生产线来提高产量,提升仓库和改善分销系统,并相信瓶装水的销售量会继续成长。至于中国市场方面,必胜正积极开发市场和建立品牌知名度。并预见需要更多的广告和品牌认知活动来打响这个新市场,不会在短期内看到成效。<br />
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在这充满挑战的经济环境下拓展业务至国外,营运成本提高是在所难免的。不过随着生活水平日渐提高,消费者对物质生活水平也日益提高,主攻健康饮料的必胜相信还是会受到消费者的青睐。我们对必胜的产品和品牌价值充满信心,也相信必胜拥有一定的护城河,是本地矿泉水市场的佼佼者。如果把它放进一支足球队,它必定是一只很好的防守股。<br />
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WeShareWeTrade<br />
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SPRITZER (7103) 必胜 - SPRITZER (7103) - 进军中国第一站,广州! <br />
http://wesharenwetrade.blogspot.my/2017/02/spritzer-7103.html Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-71043420441227684772016-11-02T19:30:00.001+08:002016-11-02T19:30:32.645+08:00SPRITZER (7103) 必胜 - SPRITZER 股东大会 26-10-2016 @ TAIPING PERAK<br />
<a name='more'></a>SPRITZER (7103) 必胜 - SPRITZER 股东大会 26-10-2016 @ TAIPING PERAK<br />
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10月26日那天一次过有3场股东大会,分别是SPRITZER,HLBANK和PADINI,老实说三场我都想过去,但是考虑到吉隆坡的随时随地都可以去,但是在外地的是可遇不可求的,而且也是有考虑到持股的数量三只里也属于SPRITZER占最大,所以就决定了要过去一趟,顺便可以旅游,就约定了一伙朋友过去出席顺便旅游了。我早上6点半开车,去到那边大约9点15分,停好我的车后就坐上当地友人兼死党的车,我们也先去吃个早餐,才到达大会现场。<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhP5FMMFR06r9NMETVJN_v9HYZVpH7NJDcO9LndafgBXi-fMAh97VEkod5TYxEKva3uPG79h2Oy4eurSBOrD3KOPStsp3b1cTocYaBV9V5lBr6mpzuJqQPepPtircwiJkE3Fx28aQ/s1600/20161026_101905.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhP5FMMFR06r9NMETVJN_v9HYZVpH7NJDcO9LndafgBXi-fMAh97VEkod5TYxEKva3uPG79h2Oy4eurSBOrD3KOPStsp3b1cTocYaBV9V5lBr6mpzuJqQPepPtircwiJkE3Fx28aQ/s400/20161026_101905.jpg" width="400" /></a></div>
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虽然吃过早餐,但是也还是早到了,最起码比团队入席早~。~</div>
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而大会开始后。。</div>
<a href="https://www.blogger.com/null" name="more"></a>管理团队按照正常程序,让股东可以开放发问,但是很无奈的是,整个大会是一个问题都没有=。=,所以议程的时间也是按照主席的阅读时间而定,当他读完所有的议程后,就正式开始投票了,票交上去后,团队给予大约45分钟时间计票,期间就让大家可以去享用自助早餐,也算蛮丰富的早餐了,不过鉴于我吃过了,所以就不贪图这些了,找到了公司的CEO,直接以广东话(粤语)来跟进公司的进度。。大纲如下。。<br />
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-公司进军中国广州,但是短期内还1不会那么快看到成绩,因为再怎么说我们也算新品牌,所以需要时间打响知名度,最起码也要3几年才知道成果。</div>
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-目前公司的本地生意占营业额的90%,对比外国只占10%来说,认为未来外国生意有成长的空间。而公司目前市占率占大马40%,是大马龙头的品牌。</div>
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-大马业务方面,公司表示很有信心在今年取得不错的成绩。</div>
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-太平也被称为雨城,所以公司的水源是在地下400多尺从雨水经历了许许多多的岩石层过滤后所产生的,而SPRITZER这个地区产生的矿泉水,都有一个叫SILICON(ORTHOSILICIC
ACID)的含量,英国一份报告指出,长期饮用有这个含量的水,可以消除体内的neurotoxin
aluminium,所以可以减低患上老人痴呆症的风险,并且可以美颜和保护头发并减低掉发问题。但是水源能够维持多久是没人知道,只要太平持续有下雨,那么水源就会持之不断。。</div>
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SPRITZER公司连续几年持续保持增长,但是速度并不是太快,属于缓慢增长型,二目前的股价来看,对比52周高低来看,不算太高也不算太低,正好在中间,股息每年持续成长,但是幅度非常低,目前每股每年只派发5.5SEN,回报率大约只有2.3%左右,不太具吸引力。以目前价格来看,属于在合理阶段。</div>
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SPRITZER 7103</div>
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最后交易价格 Rm2.43</div>
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Happy Investing~。~</div>
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By 第一天</div>
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<span style="font-size: small;">写这篇文章的时候我个人是持有该公司股份,但是请别看到我的文章就胡乱买或卖,整篇文章并没有任何买卖建议,或推高股压低价的其他企图,单纯分享我的功课,本人"怒"不对你的盈亏负任何责任,谢谢。</span></div>
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<span style="font-size: small;">SPRITZER (7103) 必胜 - SPRITZER 股东大会 26-10-2016 @ TAIPING PERAK </span></div>
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<span style="font-size: small;">http://windscopo.blogspot.my/2016/11/spritzer-26-10-2016-taiping-perak.html </span></div>
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-55731339195321481902016-10-31T10:05:00.001+08:002016-10-31T10:05:43.072+08:00SPRITZER (7103) 必胜 - 勝利告诉必勝:成功还需要努力 <br />
<a name='more'></a>SPRITZER (7103) 必胜 - 勝利告诉必勝:成功还需要努力 <br /><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgllh0B0knQJZ1D7EgTTuAhpjPR5lnT47HY1b9e0P5OYjilCG4sAoPUPKS8PTgLo2yyMsMscrqDWNY4sK-PB35yBsy1UA-DSjyLa3IQAs6A0Eo2UGjbd-jQu0UjH0tkew48ZH5_/s1600/Capture.PNG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="412" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgllh0B0knQJZ1D7EgTTuAhpjPR5lnT47HY1b9e0P5OYjilCG4sAoPUPKS8PTgLo2yyMsMscrqDWNY4sK-PB35yBsy1UA-DSjyLa3IQAs6A0Eo2UGjbd-jQu0UjH0tkew48ZH5_/s640/Capture.PNG" width="640" /></a></div>
试想想中国这个接近十四亿人口的市场,只要一人和你买一支矿泉水。假设一支售价为人民币1.60(兑换马币:RM1),那么随便就贡献了十四亿(RM1.4billion)的营业额了。这是2016财政年营业额的五倍,想到这惊人的潜在增长力,晚上睡觉还会乍醒呢!当然这只不过是乐观主义者一厢情愿的想法而已。毕竟市场上还有许多竞争者,包括中国本身的产品和海外品牌的竞争,而且消费者也不一定要购买你的产品。<br />
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<b>必勝过去五年的业绩:</b><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMixmwF-XAQwDsHU_1ukcsqIpugrGVepgZLUO9L9Af3B55iPy7sZquAg4F_uuSA2ttXQcFQ5QYeTJQUd2DPzgkvMz6nzsKgnESmDQBDiQQjoS46gXiHC4zcKzxWq3d-oy1X_OD/s1600/1.PNG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="513" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMixmwF-XAQwDsHU_1ukcsqIpugrGVepgZLUO9L9Af3B55iPy7sZquAg4F_uuSA2ttXQcFQ5QYeTJQUd2DPzgkvMz6nzsKgnESmDQBDiQQjoS46gXiHC4zcKzxWq3d-oy1X_OD/s640/1.PNG" width="640" /></a></div>
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<b style="background-color: yellow;">#注:必胜将更换财政年(从5月31号改去12月31号),所以接下来将会是一个累计四个月的季报。</b><br />
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<b>基本面分析:</b><br />
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过去五年营业额平均每年增长14%,进军中国相信会是必胜未来继续成长的主要动力。EPS和每股股息也不断成长,股息支付率大约30%。低负债,手持大约1800万现金。市值在过去五年增长了接近四倍。<br />
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<b>最新季报: 对比去年同季</b><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPhwejEXFMoRvw02TWqPNbtIvdcxiNiYJeI6ysSxvtiLTt1X45F9ATCpe17oZ8e-lTuDgjAB1R63B8n5v6Uef-Kee2lxpPI9VyZySzHEMTwYzDXdbDT7TDWppECZKFtnI2uMKE/s1600/321.PNG" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="420" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPhwejEXFMoRvw02TWqPNbtIvdcxiNiYJeI6ysSxvtiLTt1X45F9ATCpe17oZ8e-lTuDgjAB1R63B8n5v6Uef-Kee2lxpPI9VyZySzHEMTwYzDXdbDT7TDWppECZKFtnI2uMKE/s640/321.PNG" width="640" /></a></div>
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营业额上涨<span style="background-color: white; color: lime;">(18%)</span>但净利却下跌<span style="color: red;">(9%)</span>,相信这是因为进军中国市场后对产品进行推广和广告宣传等额外费用导致利润率被侵蚀<span style="color: red;">(PBT:14%>>>12% , PAT:11%>>>8%)</span>。<br />
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<b>对比上一季:</b><br />
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如果对比上一季,营业额则有所减少了。管理层解释说这是因为气候转冷而导致销售减少。<br />
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<b>估值:PE & D/Y</b><br />
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目前股价RM2.44,本益比13,周息率只有2%。股价并不具吸引力。<br />
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<b>展望未来:</b><br />
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总执行长林勝利几天前在股东大会上表示说中国市场的业绩取得了初步的成果,但发展路途依然长远,尚需努力。目前霹雳太平,吉隆坡,柔佛皆有生产线,一年产量达六亿公升。贯穿北中南马的生产线相信能够继续满足国内的需求。必胜在本地的市占率有40%,营业额的90%来自于国内,出口占10%。我们相信进军中国市场将会是必胜保持持续增长的催化剂,但是效果如何还有待观察。<br />
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SPRITZER (7103) 必胜 - 勝利告诉必勝:成功还需要努力 <br />
http://wesharenwetrade.blogspot.my/2016/10/spritzer-7103.html Unknownnoreply@blogger.com