2016年8月5日星期五

7315 AHB

制作办公室家具的公司
管理层在过去一年间买了6m多的机器, 看来是准备大展身手
Trade Receivables 也成功减少很多
Other Income 占了Revenue 20%, NP的三倍,不是很好的迹象
190人控制了78%的股权,应该没有大鳄在控制
Director (Yong Yoke Keong) 占了19%股权,32%的warrant, 可以说是大权在握

目标价: 0.12/ 0.17

一直好股票会因为好业绩而升值,让我们拭目以待

2016年8月3日星期三

MQREIT 2nd Quarterly Report

整体净利上升12%

对比去年同季:

1.Property operating expenses 减少了1m
2.Interest income 起了2.5倍,看来是新收购的产业Platinum Sentral贡献收益了.mainly due to higher amount placed and better interest rates from financial institutions and interest earned on finance lease arrangemen
3.Administrative expenses比之前少了260千,看来MQREIT管理层成功做到缩减成本
4. 公司的FD先比之前的赚到1.4m, 到现在亏了700k
5.Deposit 比之前多了5m
6.proposed private placement, and acquisition
7.investment objective of MQReit is to acquire commercial properties primarily in Malaysia with a view to provide long-term growth and sustainable distribution of income to unitholders to achieve long-term growth