Friday, December 28, 2007

招揽志同道合的基本投资者

在现今的股票市场里很难找到一群能够互相分享的基本投资者。希望通过此博客能够招揽同道合的基本投资者,组织成一只强大的投资团队,大家互相指导与学习,向财务自由的目标迈进。

注:若发现此博客的分析有误请给于珍贵的意见或分析。此博客的所有分析只供参考。

6 comments:

howhow81 said...

Hey, thanks for sharing the information!
I am a newbie here..
learning from yr blogs!
Thank again!
Cheers..

jeff7 said...

To howhow81,

No thanks man. I am also in the learning stage. Let's learn together.

In the recent market, people who hold the cash is the king. All the stock will go back to their true value in the bear market.Try to find your value stock, ready for it, but not now.

For a long term investor, the bear market is an opportunity for us to enter the market when the other are panic for it. It will create an opportunity for us to get a better discount for the potential stock which is overvalue in the bull market. It will come back to it's real value.

Be a value investor! Good Luck!

gbless2k said...

hi..

im also newbie here.. refering ur info..

have some question to ask..

if invest in low p/e ratio company is the best, what do u think about UBG(utama bank group)? their p/e ratio is only 1.23 , and nett asset 2.96 per share..

hope u can gv me some comment on that..

Thanks first!!.

共勉之。。

gbless2k said...

hi..

im also newbie here.. refering ur info..

have some question to ask..

if invest in low p/e ratio company is the best, what do u think about UBG(utama bank group)? their p/e ratio is only 1.23 , and nett asset 2.96 per share..


[ - 国内新闻 -



第一银行联合中东财团 齐推动砂再生能源走廊 2008/02/01 11:19:45
●南洋商报


(八打灵再也31日讯)《南洋商报》探悉,作为砂拉越再生能源走廊“领头羊”的第一银行集团,将结合中东主权基金及大财团的雄厚财力,共同推动这项计划。


当中,又以永续发展与有利环保的领域,如以水力发电及环保工程为主要环节。

砂查也马特资产管理公司总执行长谭建兴今日透露,第一银行集团将是砂州再生能源走廊的主导机构。

“我们已鉴定该走廊三大领域,即(一)水力发电厂、(二)水力、能源及石油与天然气,以及(三)建筑与基建发展,为该集团未来主要的成长动力。”

砂查也马特资产管理是砂查也马特旗下的公司,后者则是第一银行集团目前的大股东。

脱售银行业务后,目前手握庞大现金及正在重组的第一银行集团,引进阿布扎比-科威特-大马投资机构(简称ADKM)为新大股东。

注重永续发展

该公司与砂州政府的投资臂膀砂查也马特联手,共同进军大马、阿拉伯联合酋长国及科威特境内的建筑、基本建设发展、水力发电、水务、环保工程、能源、石油与天然气及石油化学工程等领域。

谭建兴表示,ADKM和砂州政府拥有共同理念,即着重永续发展及再生能源等环保领域。

由于ADKM是世界最大主权基金阿布扎比投资机构旗下的公司,可以预见的是,以该基金为首的中东财团及投资者,今后将和砂州政府更密切的合作,包括共同参与砂州再生能源走廊内的各项投资与发展计划。

他向《南洋商报》指出,除了鉴定在大马各走廊的发展机会,该集团也派员到各走廊进行实地勘察及精密审核,认真探讨它在各走廊的发展潜能。]

hope u can gv me some comment on that..

Thanks first!!.

共勉之。。

howhow81 said...

Hi gbless2k ,

P/E is one of the reference that the stock is under or overvalue. When P/E is Too low, you need to be cautious what make it so.

If you refer to the 2007 quarter earning, you can see with Revenue-RM432,047,000 but haveing Profit RM1,123,986,000.

You need to check what cause this unreasonable profit. I boost the EPS to 168.75 for 2nd quarter alone, it is of coz will cause the P/E become VERY LOW. Its average EPS should be around 1-1.5

But as I said P/E is just 1 of the reference, need to see on other factor as well.

Happy Investing!

jeff7 said...

Thanks to Gbless2k joining us & thanks to howhow81 reply & sharing.

Sorry for the late reply on your question Gbless2k, because a bit busy on my shop opening.

But it was great that our team mate howho81 have gave you a great answer on your question.

Pls bare in mind that, PE cannot be the sole judgement when u evalute a company. For me, i will go for ROE 1st before i consider the other judgement. Cause we have to make sure our investment's value increase when we put our money on it, and also the increment have to beat the market inflation rate. If not, no point for us to invest on it.

Good job man, howhow81!

Cheers~~~