友佳國際(2398)個人認為值得留意的股票......業績好...公司不斷壯大~~它的產品受惠於中國經濟繁榮的大浪~~業務包括(1)佔86%是CNC工具機,主要客戶為汽車零部件及
機械製造商,(2)4.95%是停車裝備業務,(3)8.58是叉車業務。
由二零零五年至二零零九年工具機於中國市場的複合年均增長率為12.7%,反映中國對工具機需求殷切,為工具機製造業提供一個龐大的發展空間。中國乃全球第一大工具機消耗國,為滿足中國市場的龐大需求,友佳國際(2398)將繼續擴充產能及提升生產效率,為客戶提供高品質的CNC工具機,以鞏固友佳國際在中國市場的份額。
估計二零一零年十二月三十一日止年度,CNC工具機業務之銷售量及銷售額分別為4,500台及約人民幣1,960,000,000元(2009年分別為1,352台及約人民幣615,450,000元).
2010年及2011年業績應增長強勁.
2010年中期息加至HKD0.172(+91%) ~代表董事局對公司下半年業績充滿信心,
2009年中期息HKD0.09,
2010年大約 PE~=8.71 @HKD6.00/EPS0.70
上海集優(2345)包括四種業務(葉片業務,軸承業務,刀具業務和緊固件業務).
2010年大約 PE~=12.38 @HKD2.08/EPS0.168
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