新协利在3.17徘徊多时,逐步上升了7巴仙,最新业绩出炉,2015财政年表现不俗,第四季录得6千万的营业额,NP是近年来最好的一次有4千万,无论是季对季,或与前一季比较都几乎
是一倍或以上的成长。EPS更是近五年来最好的一次,因此公司也很大方的给出1角的股息。大出市场的预料。
Date
|
Financial
Year |
No.
|
Financial
Quarter |
Revenue
(RM,000) |
Profit Before
Tax (RM,000) |
Net Profit
(RM,000) |
Earning
Per Share (Cent) |
Dividend
(Cent) |
NTA
(RM) |
27/05/2015
|
31/03/2015
|
4
|
31/03/2015
|
60,976
|
46,110
|
44,245
|
18.27
|
10.00
|
2.880
|
26/02/2015
|
31/03/2015
|
3
|
31/12/2014
|
60,813
|
28,201
|
23,073
|
9.53
|
0.00
|
2.520
|
26/11/2014
|
31/03/2015
|
2
|
30/09/2014
|
56,168
|
26,640
|
20,060
|
8.29
|
7.00
|
2.490
|
27/08/2014
|
31/03/2015
|
1
|
30/06/2014
|
52,339
|
23,106
|
17,191
|
7.10
|
0.00
|
2.460
|
28/05/2014
|
31/03/2014
|
4
|
31/03/2014
|
37,767
|
20,136
|
14,354
|
5.93
|
7.00
|
2.450
|
26/02/2014
|
31/03/2014
|
3
|
31/12/2013
|
52,479
|
21,631
|
16,971
|
7.01
|
0.00
|
2.410
|
21/11/2013
|
31/03/2014
|
2
|
30/09/2013
|
55,859
|
19,556
|
14,560
|
6.01
|
7.00
|
2.400
|
29/08/2013
|
31/03/2014
|
1
|
30/06/2013
|
58,825
|
13,207
|
9,934
|
4.10
|
0.00
|
2.430
|
30/05/2013
|
31/03/2013
|
4
|
31/03/2013
|
70,218
|
16,027
|
11,399
|
4.71
|
0.00
|
2.380
|
27/02/2013
|
31/03/2013
|
3
|
31/12/2012
|
27,235
|
11,242
|
8,088
|
3.34
|
0.00
|
2.340
|
27/11/2012
|
31/03/2013
|
2
|
30/09/2012
|
44,302
|
11,267
|
8,587
|
3.55
|
0.00
|
2.300
|
29/08/2012
|
31/03/2013
|
1
|
30/06/2012
|
40,359
|
8,495
|
6,401
|
2.64
|
0.00
|
2.330
|
23/05/2012
|
31/03/2012
|
4
|
31/03/2012
|
12,199
|
7,040
|
4,891
|
2.02
|
0.00
|
2.300
|
23/02/2012
|
31/03/2012
|
3
|
31/12/2011
|
10,357
|
5,811
|
4,939
|
2.04
|
0.00
|
2.270
|
22/11/2011
|
31/03/2012
|
2
|
30/09/2011
|
30,752
|
6,803
|
4,732
|
1.95
|
0.00
|
2.250
|
24/08/2011
|
31/03/2012
|
1
|
30/06/2011
|
24,615
|
5,617
|
3,810
|
1.57
|
0.00
|
2.280
|
24/05/2011
|
31/03/2011
|
4
|
31/03/2011
|
35,625
|
9,836
|
7,399
|
3.06
|
0.00
|
2.260
|
22/02/2011
|
31/03/2011
|
3
|
31/12/2010
|
36,840
|
8,397
|
6,019
|
2.49
|
0.00
|
2.230
|
29/11/2010
|
31/03/2011
|
2
|
30/09/2010
|
50,538
|
9,653
|
6,979
|
2.88
|
0.00
|
2.260
|
24/08/2010
|
31/03/2011
|
1
|
30/06/2010
|
67,066
|
9,602
|
7,118
|
2.94
|
0.00
|
2.230
|
26/05/2010
|
31/03/2010
|
4
|
31/03/2010
|
64,358
|
9,425
|
7,723
|
3.19
|
0.00
|
2.210
|
24/02/2010
|
31/03/2010
|
3
|
31/12/2009
|
63,385
|
7,072
|
5,305
|
2.19
|
0.00
|
2.170
|
24/11/2009
|
31/03/2010
|
2
|
30/09/2009
|
62,068
|
9,784
|
7,041
|
2.91
|
0.00
|
2.200
|
25/08/2009
|
31/03/2010
|
1
|
30/06/2009
|
62,320
|
8,858
|
7,001
|
2.89
|
0.00
|
2.170
|
26/05/2009
|
31/03/2009
|
4
|
31/03/2009
|
48,912
|
4,131
|
2,903
|
1.20
|
0.00
|
2.140
|
23/02/2009
|
31/03/2009
|
3
|
31/12/2008
|
77,494
|
10,805
|
7,459
|
3.08
|
0.00
|
2.130
|
24/11/2008
|
31/03/2009
|
2
|
30/09/2008
|
60,569
|
7,179
|
5,556
|
2.29
|
0.00
|
2.140
|
26/08/2008
|
31/03/2009
|
1
|
30/06/2008
|
77,638
|
8,716
|
5,987
|
2.47
|
0.00
|
2.120
|
28/05/2008
|
31/03/2008
|
4
|
31/03/2008
|
61,288
|
9,573
|
7,200
|
2.97
|
0.00
|
2.110
|
27/02/2008
|
31/03/2008
|
3
|
31/12/2007
|
20,017
|
48,514
|
47,486
|
19.61
|
0.00
|
2.080
|
28/11/2007
|
31/03/2008
|
2
|
30/09/2007
|
72,167
|
9,480
|
7,211
|
2.98
|
0.00
|
1.930
|
27/08/2007
|
31/03/2008
|
1
|
30/06/2007
|
37,809
|
5,073
|
3,539
|
1.46
|
0.00
|
1.900
|
28/05/2007
|
31/03/2007
|
4
|
31/03/2007
|
40,159
|
4,951
|
5,012
|
2.07
|
0.00
|
1.890
|
26/02/2007
|
31/03/2007
|
3
|
31/12/2006
|
27,864
|
2,252
|
2,094
|
0.86
|
0.00
|
1.840
|
27/11/2006
|
31/03/2007
|
2
|
30/09/2006
|
39,935
|
2,747
|
3,347
|
1.38
|
0.00
|
1.880
|
SHL在新一季最要的收益来自雪兰莪的Bandar Sungai Long South的Goodview Heights和Sungai Choh 的Rawang Corporate Industrial Park,这两个区领带来了很高的盈利。而部分资产的重估和砖产品的销售也提高了营收。
SHL手握2亿现金,沒什么借贷,并且有能力完成建屋工程后独力发售,同时拥有的超过3亿的地库多年未重估,重估后的市场估计有10亿,约1.2块,因此 以目前股价来算有望达到最少4.6。而如果这些地库全部用来发展,并获得收益,可望为公司创造至少6块的股价。而这些都是保守估计。
接下来2016财政年,SHL在巴生谷会推出多个发展计划主要是在Semenyih, Kajang and Puchong以及MRT和SSP(Sungai Buloh-Serdang-Putrajaya)沿线的效区的需求也会提高。
虽然消费稅和国家银行持续收紧借贷,但公司管理层仍乐观认为这对屋价的涨幅和潜在购屋者的情绪,只是很小的沖击。
值得注意的是SHL的大部分股票在主要董东手上,公众持续只有23.5%,现在提高派息,有望获得有意长期持有的公众注意。当然如果股价不升反跌的话,能夠在3块以下捡到便宜货就不要手软了。
*仅供参考,盈亏自负
http://ckidairy.blogspot.com/2015/05/shl6017.html