今天富佳木业的业绩出炉,盈利跟业绩一齐突破历史新高。EPS 7.8仙,全年的EPS来到了19.14仙。今天的股价RM1.51,所以PE 才7.89。而且ROE也逐渐从之前的11.38进步到13.88,Profit Margin更是进步到了14.2%。
上个季度的业绩盈利因为货箱延迟进入美国港口,所以盈利有所下跌。不过延迟的盈利以及Revenue还是算进了Quarter 2,所以这个季度才会有爆发性的进步。比2014年Q2的EPS进步了127%。2014年前2个季度的EPS是7.4 cents,现在是11.02cent,足足进步了49%。
而这个季度的现金又继续增加,而且FLBHD完全没有借贷,Net cash for compay is 80.794 mil,现在FLBHD的股本是103.2mil。所以Q2的每股现金78.2仙。就算扣除了5仙的Dividend,每股现金还是有73.2仙。公司是有非常大的机率派发特别股息或者Bonus issue的。
看看为什么业绩盈利为什么走高,原因是美金走强,而且成本受到控制。Q4一直是FLBHD最强的季度,所以今年的盈利有望继续成长。也难怪股价可以从8月17号的1.29上涨到今天的1.51,4天的时间股价上涨了17%。不管故事上涨或者下跌,盈利永远还是王道。
以上纯属分享,买卖自负。
Harryt30
20.42p.m.
2015.08.21
this quarter included the shipment to USA which was delayed. does that mean next quarter result will not be as good if this shipment to USA is a one-off? appreciate your advice.
ReplyDeletedon't forget malaysia ringgit devaluate drastically in the recent month. I believe next quarter report should remain strong
DeleteAlthough a lot of people believe FBLHD next quarter result will be good, but our market sentiment is really bad. so be careful ya.
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