长线看好.

最近会转业。好久没见了。最好能聚一聚。
好的，看看财报再说。

对了是精密制造。我和深圳的那个同名的弄混了。
发现这个股票nra 有一组报告，也是看多的。

今天130！ 爆了！

感谢豹哥推荐。这几天涨势凶猛，与此股之前慢牛性格截然不同，不知豹哥怎么看。还请豹哥赐教。

继续持有

有点不确定

豹兄会选择加仓么？

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。

http://www.nracapital.com/research/sgxresearchreport/1302LN4MQJ

The increase in sales in PE was mainly due to the higher sales arising from the ramping up of mass
production of major precision machined components projects for the
electronics sector.
看起来是制造手机器件的。

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。