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Tuesday, June 23, 2015

冰冷美人

主力股之一的美女Magni昨天公布了Y/E 30th Apr 2015最后一季的业绩, 全年的表现继续维持稳健的成长.

全年营业额提升了10%, 每股盈利 也从去年的38.67仙增加24%48.04, 除了营业额的提升, 相信较佳的营运成本控制以及比去年增加了63%的外汇盈余(RM3,615,234增加到今年的RM5,891,000 ) 也对每股盈利有所贡献.

值得一提的是今年全年RM5,891,000的外汇盈利里,当中有RM2,745,000或几乎一半的46.6%是在刚过去的三个月里产生的(20152~4), 可见得今年美元对马币的强势对美女相当的有利.

当然, 最令水星熊感到振奋的还是美女建议派发3仙的终期股息和7仙的特别股息,令全年的股息提升到15, 比起去年的13仙有了15.4%加薪

此外,美女的股价已经从今年年初时的RM2.72悄悄地攀升了约32%到昨天的RM3.60, 这可是比主要收入来得更高的花红. 
 
以刚出炉的业绩计算, 目前PE 7.5, 股息率约4.2%.
希望这位低调的冰冷美人(因为冷门)能够在未来继续静静地缝制衣服, 为水星熊的组合带来肥美的收入.

2 comments:

  1. Hey congrats, happy to see the result as well. By the way VT's counters doing quite well as for auto, food as well

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    1. yup, sorry for the very late reply, now look back at your comment and think about a month ago, Magni did go pretty crazy in past one month despite VT is selling his portion of shares in Magni, DY becoming less attractive but PE wise still ok and not overvalued, Mercury hopes it would "开番" someday then will consider selling half of it to get back my initial investment and put the extra cash for higher DY counter, just like what Mercury did for Ptaras :)

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