我来推荐一支股票: Pacific Andes Holdings不过不是为了短期炒作.若持有半年到一年,相信它的投资回报率会让你满意的.
Pacific Andes Holdings: Good set of 9-mth results
Summary: Despite the traditionally low season, Pacific Andes Holdings (PAH) saw a 20% YoY rise in 3Q net earnings to HK$31.1m. For the 9-month period, revenue rose 42.8% to HK$2984.2m, while net earnings jumped by a similar percentage to HK$161.6m. The strong results were due to stronger demand for fish in China and more importantly, from the higher contribution from its Fishing unit under listed China Fishery Group (CFG). In Jan this year, CFG signed its third and fourth Vehicle Operating Agreements (VOAs) and increased its supertrawlers fleet to 23 and harvest volume to about 270,000 tonnes in 2007, an almost doubling from 2006. As PAH's 9-mth results were in line with our expectation, we are retaining our FY07 earnings estimate of HK$350.3m. However, this close to the year-end and with the higher number of supertrawlers, we are rolling into FY08 estimates. Using the same valuation parameter of 8x and FY08 earnings, we are raising our fair value from S$1.08 to S$1.41. PAH stays as a BUY. (Carmen Lee, OCBC)
0722 GMT [Dow Jones] STOCK CALL: DBS raises Pacific Andes' (P11.SG) target price to S$1.20 (based on 10x 2008F PE) from S$1.01, keeps at Buy; expects strong quarter in 4Q as it is peak fishing season. Notes recent surge in China Fishery's (F95.SG) share price, says PAH's 28.8% stake in company alone would be worth about S$569 million, when marked to current market price, which "essentially means that the group's value is waiting to be unlocked." Revises net profit forecasts up by 11%, 8% in FY07, FY08 to S$312.9 million, S$398.0 million respectively. Trades up 10.6% at S$0.985 on heavy volume. (JEM)
[bigapple (2-15 20:43, Long long ago)]
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好股共享,请大家关注.vested.[bigapple (2-16 10:51, Long long ago)] [ 传统版 | sForum ][登录后回复]2楼
这贴更惨,一个顶的都没有. 唉...[bigapple (2-24 12:51, Long long ago)] [ 传统版 | sForum ][登录后回复]3楼
你要有点自己的看法.现在StockCall的都很难相信了.有些可能是主力雇的.有些自己就是主力.[ssc (2-24 13:53, Long long ago)] [ 传统版 | sForum ][登录后回复]4楼
Longterm的好.准备进一些中长期的.以后就不用上班时间老得偷偷摸摸看股价.[ssc (2-24 13:58, Long long ago)] [ 传统版 | sForum ][登录后回复]5楼
(引用 bigapple:好股共享,请大家关注.vested.)可惜.象主力推荐...可能等着大家踩进去然后就闪了[欢乐股市 (2-24 18:07, Long long ago)] [ 传统版 | sForum ][登录后回复]6楼
(引用 ssc:你要有点自己的看法.现在StockCall的都很难相信了.有些可能是主力雇的.有些自己就是主力.)也不完全这样,也有good call,不过自己的功课总是少不得的[bigapple (2-24 21:40, Long long ago)] [ 传统版 | sForum ][登录后回复]7楼
偶为啥推荐这支股?从2000到2006财政年度各项指标的CAGR:
Revenue - 19.9%
Gross Profit - 33.5%
EBIT - 36.5%
Net Profit - 37.0%
EPS - 26.8%
更加impressive的是,各项指标持续稳定地增长,从未下降.
这样的股,SGX上恐怕找不到多少吧. 您要是有啥好股也象这样,千万也请推荐给我啊.[bigapple (2-24 21:58, Long long ago)]
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(引用 bigapple:也不完全这样,也有good call,不过自己的功课总是少不得的)很多等call出来的时候都已经涨得差不多了.[ssc (2-25 12:25, Long long ago)] [ 传统版 | sForum ][登录后回复]9楼
有谁买了吗?[bigapple (4-4 15:53, Long long ago)] [ 传统版 | sForum ][登录后回复]10楼
这里有很好的价值分析.http://forum.channelnewsasia.com/viewtopic.php?t=48548
提醒:不要玩短期,危险.[bigapple (4-4 15:59, Long long ago)]
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记得一月份85的时候OCBC给出的TP是1.04,没想到这么快就114了[forpc (4-4 17:47, Long long ago)] [ 传统版 | sForum ][登录后回复]12楼