Tuesday 22 February 2011
(39)友佳國際(2398)~2011年業務繼績增長。(Revised)
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)CNC工具機,主要客戶為汽車零部件及
機械製造商,(2)停車裝備業務,(3)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。
2010年大約 PE=14.35 @HKD6.95(EPS HKD0.484)(Revised)
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16 comments:
老實講此公司十分老實，透明度又高，嚴重被底估2011年起碼值15元
對啊！持有此公司的股票真是悶聲發大財，2009年3月時股價最低是$0.73，至現在(最高價HKD7.59)已升了939.72%。
樓主有冇留意同是工業設備股558?
想聽聽你的高見,thanks.
558力勁科技是一間負債重的公司,但最近獲得FountainVest China Growth Partners GP, Ltd.的幾億元入股,財務上是可以幫助力勁科技一把,業務前景是有的,預測2010PE=11(@$2.87).
多謝樓主意見!
I believe eps for 2010 should be around 0.41
The half yr interim report indicated that they can only made 0.19 for the first 6 months
I wonder how can it made 0.7 eps for 2010
Please be reminded that 接單不相等於銷售
因2010下半年營業額大增至16.85183億元,純利大約佔營業額12%左右,等於2.222億元(RMB),上半年是0.7121億元,預測全年賺2.7364億元(RMB),除4.032億股=0.67元(RMB)(EPS),
0.67x1.15=HKD0.77(換算為港幣)/EPS.
Hi, happy to discuss with you sir
From their announcement of 接單of the first 6 months首6個月，是
$1152785000 但半年業績顯示的是銷售金額（請用會計的booking concept)
$581817000 這是一般公司入賬方式，好像億和一樣，已接了四訂單但分四年入，至於你所指下半年的數是接單而不是入賬數
我亦真接跟友佳的RM 核對而聯絡上
Hi Hicker,
Thanks for your information, may be you are correct, but I am still waiting for the Annual report 2010 and then the estimated EPS of 2398 will be revised.
Ya that's see
Honestly I bought 2398 as well and I hope it give a good return
Hope the result will be good
2398 is a good company and I guess the yield is more than 5% at HKD 6.95 in 2010.
Oh shit
It's so scary to see the disaster happening in japan
2398 had placed the order at a Japanese company to buy the core parts of the CNC machine
Do you know what will happen next to 2398
I 'm afraid this will have a big impact
May it be!
I believe that natural disasters are difficult to predict and avoid.
Hi 師兄
您好，在下於3月9曰所預測2398 的eos. 準確嗎？
哈哈，相信極度接近，之後亦不太吸引
哈哈,實際EPS(2011)是HKD0.4845,較你估計高了18%,
2398來年仍然吸引.
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