马镀锡工业的盈利从去年第三季开始就见起色,季报中指出盈利的增长主要是销售增加,马口铁价格却比去年同期来得低。这让我联想到公司的产品已有能力与中国、韩国金口的马口铁一争高下了,再翻看去年的年报,发现公司在大马的工厂已改善了生产流程并会在今年对越南的工厂进行改善。
(年报原文:The Group has completed its conversion of tinplate process to methane sulphonic acid process in Pasir Gudang plant with some additional improvement. The Group intends to extend the same to its operation in Vietnam during the year apart from modernization of its shearing process. With this facility, the Company is well prepared to meet the market requirement. Barring any unforeseen circumstances, the Board envisages that the Group can achieve a satisfactory performance.)
糊涂认为这是一个较为正面的发展,若公司的盈利能够重回以前的高峰,相信除了丰厚的股息之外,公司的股价可能也能够为我的投资组合带来一点点的资本回酬。这是我2013年为长期投资组合买入的最后一单买卖,就简单得记录一下买入的考量与功课。
糊涂兄,想要问你关于他派息20仙但是eps只有19。27。 是不是说他拨出了retain earning 了。这样做会好吗?
回复删除