钻井平台不好么?
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作者:苏乞儿 (等级:2 - 初出茅庐,发帖:312) 发表:2013-05-07 13:53:30  楼主  关注此帖
0.089 买入,觉得行业比kreuz好些
钻井平台不好么?
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作者:苏乞儿 (等级:2 - 初出茅庐,发帖:312) 发表:2013-08-28 10:05:41  2楼
年报昨天出来了,不错http://infopub.sgx.com/FileOpen/Santak_FullYearResults.ashx?App=Announcement&FileID=253982 revenue上涨 38%, profit 上涨 27%, EPS: 9.14 分, P/E: 3.8 ,dividend 2分。 盈利里面没有一次性的项目, 债务不如现金多。 真实便宜的不像话了。特别感兴趣他的precision engineering 业务到底干什么的,客户都谁。
偶然看到这个关于margin的数据,贴一下
http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/margin.html

另外NRA之前的报告里面提到这样几句,
A precision engineering components specialist. Competence includes manufacture of precision machined components, die-casting as well as mold / fixture design and fabrication. The group is also engaged in the trading and distribution of electro-mechanical and mechanical components. It serves a wide spectrum of industries and technology sectors, including data storage, telecommunication, networking, consumer electronics, mobile applications and medical.

A recovery year after changing its product mix. Its hard disk drive (HDD) and Telecom base station business remains competitive. The group lost market share allocation from one of its HDD customer in year FY06/10 and the price erosion also cut into it margins. However, the ramping up of precision engineering projects from the consumer electronics sector in Jun last year, including accessories and smart phone products, helped demand to recover.

看起来手机相关的业务目前还是有利可图的。
记得之前的juken是从传统相机零件转到汽车配件行业的,看来Precision engineering是有些绝活的。
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