奧思 (1161)
即係H2O+ 果間, 朋友之中, 冇人覺得佢的產品掂, 亦沉左幾年
最新的業績顯示大陸的業務增張十分強勁, 集團似乎已經搵啱條路, 中期息共派5仙, 十分慷慨, 亦顯示出對未來的信心。
市值只係3億唔夠, 同卓越(653)差唔多, 手持一億多現金及大約三千萬的投資物業, 無負債, 足夠支持未來數年的高息政策。
Neutrogena 的獨家分銷唔係講笑, 絶對係現金牛業務...應該盡快結束台灣的虧損業務及收細香港的投資, 集中資源開拓大陸市場!
公司細, 成交細, 應該冇乜人會留意!
7 comments:
咦, 諗得過, 細細隻容易吃. 放入watch list.
業績一出, 今日破頂升 10%...之前幾日已經大升, 好明顯有春江鴨...咁其實仲有冇水位?
有冇水位在乎你睇佢值幾多錢咋喎...
現價PE 大約15倍, 息率10%
如扣除手頭淨現金及投資物業, 現價PE 大約6-7倍左右, 未來三年的複式增張應該大約30%。
聽 Wing 兄所說好似相當和味...
Thanks, Wing.
grapped a small lot this morning at an average price of 0.885 in the first 30 min.
I read the annual report and half year result last night. Was surprised to find out the company paid dividend more than they earned in the last two years which I covered.
in other words, the company treats the advance receipts as profit available for distribution effectively.
The growth of the advance receipts is also encouraging.
今日已經好多人留意到啦 ..
我有少少誤導, 如果扣除淨現金及投資物業, 盈利會減少最少600萬(利息收入), 核心業務PE 應該係9-10倍先啱。
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