【TONGHER 5010 交流专区】东和资源

ThermoFisher

我为你＂坚定的立场＂而鼓掌。。。

（但我不知道这个决定是对还是错的。。。路遥知马力。。。 ）

悶蛋

原帖由 弹煮 于 27-5-2008 11:33 AM 发表
财报里面可有解释为何盈利酱糟糕还要给双倍dividend??

我的电脑没有excel,看不到
但是猜测是安抚股东的确心,
避免过度抛售吧,
先说明,一厢情愿的猜测而已,
没有任何根据

悶蛋

原帖由 ThermoFisher 于 27-5-2008 11:35 AM 发表
我为你＂坚定的立场＂而鼓掌。。。

（但我不知道这个决定是对还是错的。。。路遥知马力。。。 ）

说真的,我也不知道是对是错
但是我只知道,即使亏损也不可怕,
可怕的不知道为什么亏损

弹煮

有能耐度过寒冬的是“高息股“，如PANAMY, JTI等等，并非DY5的中息股。

悶蛋

其实回头想想,不知道为什么亏损也没什么可怕,
卖掉就好了
可怕的是,
公司将来会赚大钱而我们却不知道尔

悶蛋

原帖由 弹煮 于 27-5-2008 12:01 PM 发表
有能耐度过寒冬的是“高息股“，如PANAMY, JTI等等，并非DY5的中息股。

可这还是个成长中的公司啊,
这就不是panamy等公司有的潜能了,
更何况,这只是中期股息

ThermoFisher

原来闷蛋兄喜欢业绩大起大落的公司，在下先行告退。。。

悶蛋

原帖由 ThermoFisher 于 27-5-2008 12:09 PM 发表
原来闷蛋兄喜欢业绩大起大落的公司，在下先行告退。。。

哈哈哈哈,大起大落虽然不好,
但这是行业环境的使然,
我们能够的就是避免自己不喜欢的情况,
这点我就佩服鱼大了,
只选最稳定的,
而我则是如此,只要公司可以成长,
间中的一些短暂问题则我会略过不去在意,
只看最后结果,
能够做到一直成长的当然最好,
但是这在工业股是比较难达到的,
尤其当你还要兼顾财表的时候,
在工业股里,我发现能够兼顾成长与股息的似乎不多见,
也难怪jackphang说他找不到值得长期投资的工业股,
对于东和,我最快会收到09年工厂建好,
2010年开始投产后才寻找卖出点,
当然,这是计划,间中不排除有变化的可能,
况且东和的周期也似乎没有大家想象中的久,
这在过去几年的业绩应该可以看出一点迹象

ThermoFisher

希望这一季已经是TONGHER最坏的情况了，否则你可能等不到2010年。。。

悶蛋

原帖由 ThermoFisher 于 27-5-2008 12:30 PM 发表
希望这一季已经是TONGHER最坏的情况了，否则你可能等不到2010年。。。

为什么呢?
难道我会心脏病

弹煮

结论是什么？
继续收着，跌就摊低成本。是这样吗？

悶蛋

原帖由 弹煮 于 27-5-2008 12:37 PM 发表
结论是什么？
继续收着，跌就摊低成本。是这样吗？

没意外应该是这样,
你有什么意见给我吗

弹煮

您对tongher比较了解，小妹不便置评了

scsiang82

27-05-2008: Tong Herr sees revenue doubling in 5 years
by Regina William
Email us your feedback at fd@bizedge.com

BUTTERWORTH: Tong Herr Resources Bhd, which is spending RM75 million to expand both its facilities in Malaysia and Thailand, expects its revenue to double within five years following the increase in its production capacity.

Tong Herr managing director Tsai Ming Ti said the expansion at its Perai plant costing RM45 million would increase its production capacity by 3.5 times from the current 1,600 tonnes per month.

The expansion at the plant in Thailand costing RM25 million will double the factory space from the current 7,020 sq metres and increase the current 500 tonne per month capacity by 1.5 times.

Tong Herr makes stainless steel fasteners including nuts, bolts, screws and all other threaded items which are mainly exported to the US market. It wholly owns Perai-based Tong Herr Fasteners Co Sdn Bhd and a 50.01% stake in Tong Herr Fasteners (Thailand) Co Ltd.

While the plant in Perai started operations in 1989 producing 50 tonnes per month, the plant in Thailand started operations in 2006 and is already running at 80% capacity.

Tsai said both the expansion projects would be completed by September this year.

“We hope to increase our range of products with the completion of our two expansion projects which we also believe will double our revenue in five years.

“The new plants will help us increase our production for the US market while we will also venture into the Asean Free Trade Area (Afta),” Tsai said after Tong Herr’s AGM here yesterday.

He said the increase in steel prices had a minimal impact on the company’s bottom line.

Despite operating in a highly competitive market characterised by higher operating costs as a result of high raw material prices, he said the group recorded its highest ever revenue of RM487.67 million for the year ended Dec 31, 2007, with a net profit of RM65.12 million, up from RM52.82 million in FY06.

Tsai attributed the significant increases in both revenue and net profit to an increase in demand and higher product pricing for stainless steel fasteners during 1H2007.

http://www.theedgedaily.com/cms/ ... a-18bbf550-a9347377

kiaoka

反向投资的机会来了，各位东和的股友们心中应该有一个合理的买入价吧。

弹煮

spend那么多，几时才回本啊？

kiaoka

等Raw Material的价格再往上爬的时再看看。

弹煮

raw material起价对tongher有什么好？
请解释。

kiaoka

The higher revenue and lower profit before income tax for this quarter are due to higher demand for the product and higher cost of raw materials purchased in the preceding quarters

弹煮

原帖由 kiaoka 于 27-5-2008 08:48 PM 发表
The higher revenue and lower profit before income tax for this quarter are due to higher demand for the product and higher cost of raw materials purchased in the preceding quarters

红对红，青对青，再读一遍。