2015/07/02

坐享其成 投资的果实-股息,红股,特别股息

soucces : 点击阅读全文Sunway - Construction IPO indicative range at RM1.15/share-RM1.20/share BUY

- Sunway has also priced the retail portion at RM1.20/share – representing a prospective PE of 13x FY15F, in line with our earnings projection for the construction division of RM117mil or 9sen/SCG share. SCG has revised its dividend policy to paying out at least 35% of net profit from the 20% that was initially proposed under its draft prospectus. Of the 573.7mil shares under the IPO, Sunway had on 5 June 2015 distributed dividend-in-specie 175mil shares to shareholders.

- Sunway now expects to distribute a special cash dividend of 25 sen-28 sen to shareholders – representing 89%-94% of the cash proceeds and translating into a yield of 7%-8%. This is better than our special dividend assumption of 22.5 sen/share. We have also assumed a regular dividend of 10 sen/share.

- As at end-March 2015, SCG held an outstanding order book of RM2.76bil. Management is maintaining its target of securing RM2bil worth of contracts annually (including FY15F). These include potential building jobs in Putrajaya. SCG is banking on RM500mil-RM800mil worth of jobs annually (comprising mostly commercial buildings and facilities), stemming from Sunway’s projects, a robust domestic construction sector and HDB public housing development in Singapore (which benefits its precast concrete division).

- For FY14, SCG posted a net profit of RM124.8mil, representing an ROE of 38%. As at end-FY14, SCG had a net cash position, with mostly short term debt of RM132mil and cash of RM291.6mil. Management does not expect net gearing at any point in time to exceed 30%.

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sources: 点击阅读全文Sunway Construction dangles dividend payout

Sunway Group founder and chairman Tan Sri Jeffrey Cheah has brushed off the pessimism, saying that the construction industry has the backing from the Government under the 11th Malaysia Plan.

 “If you see in the construction segment the Government is pouring in money. It’s RM260bil for the next five years,” he said when met after the group’s prospectus launch yesterday.

 “Therefore it is very exciting for us. If investors don’t see it, then what can I do?” he said.

Sunway Bhd chief financial officer Chong Chang Choong added that the current IPO price was of reasonable valuation.

 “Even if the market is not very exciting due to unfavourable external conditions, in terms of the valuation ... for long term investors it’s a good entry point to participate,” he added.

The group said it aimed to grow its construction order book by between RM1.5bil and RM2bil by the end of this financial year ending Dec 31, with RM500mil already secured so far.


歪言歪语                                               

第一篇分析写特别股息25-28cents,不懂数字怎么算出来。不久前,在股东大会是听到25cents。

如果Sunway真的转宣布28cents特别股息,我也乐得坐享其成嘛:)

若25cents真的提升到28cents,就upgrade 自己下一趟出游的预算,可以豪华一点的。:)

这个特别股息比咖啡,更能提神。

我的精神良品-爱算股息;

14, 000 x 25 cents = RM3500 @ 14,000 x 28cents = RM3920

即将上市的免费票- 1300股SunCon, IPO价格 RM1.20 = RM1560

长期投资也没有什么不好,只要公司基本面好,加上管理层愿意回馈股东们,作为该公司的小小股东就不停的坐享其成。

那种感觉就像快速致富,投钱下去后,什么也不用做,就等股息,红股,特别股息,可能几年遇一次right issue。

我领悟迟了,在Sunway right issue前跑去减持了很多,以为自己赚到了,却原来卖错了。

Sunway right issue price RM1.70, 身为小股东之一的我,自动享有以RM1.70价格认购506股Sunway股份。

知道吗?那个时候,当我套利很多Sunway股份, 才遇到Sunway公布right issue,我的心是真的真的很痛,很后悔的。。。

所以,后来我就不停累积自己认定的好公司,一家可以长期投资的好公司。

又后来给我遇到10送1,每10股Sunway送1股SunCon。

在过去泡Sunway年报时,我发现SunCon子公司业绩突飞猛进,就迫不及待要累积满最少10,000股Sunway,以便获得1000股SunCon。

在ex date前,我共累积13000股Sunway, 超越自己原设定的目标10,000股,就因为我贪心咯~。:)

 如今1300股SunCon已经进入户口,就算自己申请不到认购SunCon IPO,我的手上也早有股份,而且是FREE的


读者显龙的鼓励                                   

前几天,收到一封读者显龙的鼓励email:)


读着,读着,我才想起n年前遇到的Sunway right issue RM1.70。

所以,今天就用来往事从提成为今天的题材,写了这篇《坐享其成》。

把钱用来买入好公司的股份,就能坐享其成,而在坐着等的时候,只要留意公司每三个月交出来的业绩报告,留意新闻报导该公司发布出来的业务进展,就这样而已。

也因为我有留意自己的心头好,知道公司是赚钱的,我才能有勇气去不停累积,并且有机会一次一次遇到奇迹。

昨天与鱼大谈到Astro录制的节目(会在这个星期六晚上播出),然后,或许有越来越多人认得歪歪。

而我是没有想过要当什么红人,或要有很多人认识我。

我一向不善打交道,应该说打交道对我来说是一件很不想做的事情,就是我希望能免则免。

爱人非常了解我的pattern,所以,他常说我是孤独精。^^

而我的辩解呢?就是如果我不是如此性格,我写不出如此多的文章。:)

话说当时,我之所以会答应的理由,就是Ally夫妻说,可以鼓励更多年轻人理财投资。

记得,在我还不懂他们真正找我的目的时,我有提到现在很多人喜欢快速致富,喜欢坐享其成,结果都被骗钱~

那些什么每个人投资RM100,找3或5个下线。或是,黄金投资赚取高息,结果,搞到渣都没有。。。

选择把这些钱用来投资Reits,我们熟悉的购物中心-Mid Valley, Pavillion, KLCC, Sunway Pyramid,赚取比定期高利率的股息,不是更安全,也更好吗?

股票投资只要有正确的认知,知道股票是买入一家公司的股份,自己懂得选择好公司来买,也是一样可以致富。

只是这个股票投资的致富速度,稍微需要比快速致富较长的时间,小资本也能靠复利的帮助钱滚钱,一切只需要大家的耐心一步步去做。

如果这个东西是不行的,今天我所写的东西是不会有人支持,从第一本电子书,第二本电子书,再到第三本实体书也有人愿意买,甚至读者介绍读者。




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7 条评论:

  1. "你放钱在那边,它就会自动来了。。"

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    回复
    1. 买入Reits, 每三个月收一次股息, 股息率比定期高,不是钱自动来吗?

      早期买入sunway, 就放在那边,股息,特别股息,free suncon,也是自动来的:)

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  2. 想问问,你拿到的bonus issue 10送1,是自动进account的吗?

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    回复
    1. 我用direct cds account, 自动进户口。

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    2. YY, when did you received the suncon share?

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    3. 明了,谢谢,我还是股票新手。。。

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    4. Lam Hang Foung 6月头的事情了。很多Sunway kaki都有收到了。你去investalks sunway楼看。

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