1)公司计划尽快制造一系列新的屋面瓦和屋架产品,我们希望能在2018年提高我们的年产量。”
在截至7月31日的2017财年,产量为11.4万吨,包括建筑材料,屋面产品和农业综合体系。
在Nibong Tebal新建的5千万令吉工厂中,Ng表示,2019年完工将使产量从目前的12万吨提高10%。
“有了额外的产能,公司可以计划增加对东盟国家出口销售的贡献。
他补充说:“阿斯蒂诺对菲律宾,印度尼西亚和越南的出口创造了集团年收入的10%左右。
据黄先生介绍,新工厂将提升集团在北方地区的竞争优势,从而占领新的市场份额。
2)迄今为止,阿斯蒂诺集团在槟城(3间厂),雪兰莪(2间),马六甲(1间)和彭亨(1间),共拥有7个生产设施。第八间厂房将会于今年7月开始生产。
黄先生补充说,中部地区仍是全国重点市场。
3)一家每年营业过5亿多的公司,拥7间工厂,第8间今年7月底会建设好,有从cscsteel 取得原材料,
专业加工至成品出售,生产金属屋顶与建材,品质佳。
今明年是公司的好年,净利隨钢价好而产品售价赚副也提升,达6.9%的净赚副,
马币回升加上新厂房第三季或年底开始生产,国内外营业持续增長,
今明年净利将破新高且紅股派发机会大,Astino 的成本转价能力好,马币上升对扁钢採购更具优势了,老板一步一脚印发展至今快拥8间厂房,是正派的生意人,想信黄老板会帶領公司步入另一高峰。買入並持有是良策。
4)去年2017年7月止全年Eps=12.59 sen,
取今年10至15%成長算:
2018年7月止的Eps=12.59+(1.259 至1.888)=13.85 至14.47 sen
取Pe=10 至12倍,股价=Rm1.38 至1.44
5)网友透露消息,公司决策人有通知其好友收集Astino 的股票,因此连公司内部人都信心喊話了,我们还等什么呢,新厂房花5千万建设,如看不到前景你要丢下這笔钱吗?值得深思。
只供参考,買卖自负。
Astino aims to post 5% growth for 2018 financial year
TheStarMon, Jan 29, 2018 - 4 days ago
NIBONG TEBAL: Building material manufacturer Astino Bhdaims to achieve 5% growth for the 2018 financial year ending July 31, despite a slowdown in the construction industry.
Group managing director Ng Back Teng (pic) told StarBiz that a slight growth could be expected as the cost of steel
had increased by about 20% over the past 12 months.
“We expect to grow about 5% for the first six months of our 2018 financial year.
“Much of the growth was experienced in the first quarter,” he added.
The group posted RM9.5mil in after tax profit on the back of a RM138.7mil turnover, compared to RM5.5mil and
RM113mil achieved in the previous year’s corresponding period.
The construction industry is so far about 20% down from 2017, according to Ng.
“But if the price of steel remains the same in 2018, we could see slight growth of about 5% for the current financial
year ending July 31,” he added.
Moving on, Ng said the group would introduce new building materials to widen its domestic market share in 2018.
“When our eighth manufacturing facility is ready for operations this July, the yearly output for 2018 should go up
to about 120,000 tonnes from 114,000 in 2017.
“In 2019, we can expect a further 10% increase for our yearly output.
“The investment for this eighth facility is expected to be RM50mil,” he said.
At present, the group has three manufacturing plants in Penang, two in Selangor, one in Malacca, and one in Pahang.
The group is also working to increase the contribution of its export revenue.
“Currently, we are experiencing growth in the orders for our agro-houses used in the poultry industry.
“The demand for our agro-houses are coming from the Philippines, Indonesia, Vietnam, and Bangladesh.
“Last year, the export revenue was about 10% of our annual revenue.
“By 2019, the contribution has the potential to increase to between 15% and 20%,” he added.
Penang Master Builders & Building Materials Dealers Association immediate past president Datuk Lim Kai Seng
said that although there would be fewer construction jobs given out in the country this year, the cost of construction
would not be affected.
“This is because the price of steel has increased by about 20% since last year due to shortage.
“The current price is around RM2,710.00 per tonne, compared to RM2,260.00 per tonne in 2017.
“The levy on foreign workers has been imposed since Jan 1.
“This would raise the cost of construction rather than put pressure on pricing,” he added.
The freeze on the development of properties priced above RM1mil would cut down the jobs to be given out this year
by 20%, he said.
According to Transparency Market Research’s report on the “Roofing Market – Global Industry Analysis, Size,
Share, Growth, Trends and Forecast, 2016-2024”, the global roofing market is projected to reach US$124.5bil by 2024
from US$71.23bil in 2015.
http://kongsenger.blogspot.my/2018/02/astino-7162.html