千呼万唤,终于在5月最后的一个工作日出2Q季报了。
Revenue增加11.2%, 净利增加37.95%,EPS从2.12提高至2.92,增加37.73%!
这季也如常派息 (Wellcal 一年派4次股息),但股息增加了。从2仙提高至2.3仙。
Ex date: 9 June 2015 , Paydate 23 June 2015
回到Q2季报,文中提到外地市场Revenue增加13.9%,而本地市场下降15.6%
Export Market increase : continued recovery in demand of the products with the exception of local sales.
Local Market decrease: Local customers held back orders in anticipation of the introduction of GST 6%, which will result in lower tax paid compared to the previous sales tax rate of 10%
另外 Profit before tax 比Revenue 增加 2-3倍是因为 lower material cost, a favorable foreign exchange gain and overheads as a result of higher utilisation of production capacity.
未来展望:
今年仍然是充满挑战的一年,但公司对今年的成绩有信心。
在4月建好的第3间厂将在今年7/8月投入运作,公司也很积极拓展顾客圈。 :)
Ps: 觉得下一季成绩也会标清,因为本地顾客在Q2保留预订,在GST后才如常生意,很可能生意额是double up.
Revenue增加11.2%, 净利增加37.95%,EPS从2.12提高至2.92,增加37.73%!
这季也如常派息 (Wellcal 一年派4次股息),但股息增加了。从2仙提高至2.3仙。
Ex date: 9 June 2015 , Paydate 23 June 2015
看过往记录,最近两年是持续地成长:
Export Market increase : continued recovery in demand of the products with the exception of local sales.
Local Market decrease: Local customers held back orders in anticipation of the introduction of GST 6%, which will result in lower tax paid compared to the previous sales tax rate of 10%
另外 Profit before tax 比Revenue 增加 2-3倍是因为 lower material cost, a favorable foreign exchange gain and overheads as a result of higher utilisation of production capacity.
未来展望:
今年仍然是充满挑战的一年,但公司对今年的成绩有信心。
在4月建好的第3间厂将在今年7/8月投入运作,公司也很积极拓展顾客圈。 :)
Ps: 觉得下一季成绩也会标清,因为本地顾客在Q2保留预订,在GST后才如常生意,很可能生意额是double up.
WELLCAL (7231) - 股市 | Wellcal (7231) Q2,2015季报
http://angelpoiwoon.blogspot.com/2015/05/wellcal-7231-q22015.html