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2015/10/20

20102015 加码Karex



一个敬佩的大大看我写的《股息增长》说,要把Sunway大部分特别股息分放在定期,他问我,为什么不善用特别股息资本在投资上,反而是把特别股息放到定期?

大大说,自某年开始,他就没有定期,才能获取现在的一切。(保密)

想想下,也有道理。

反正定期也存到差不多,钱放太多在定期, 不是一个好办法,因为现实中的通货膨胀速度是越来越惊人呀~~~我不能浪费钱赚钱的本能,还有时间是非常珍贵的。

前几天,我俩的晚餐都就花了RM18+~~ 我们还是随便吃。

我们的随便吃,收费还真不怎么随便~~~~

我想想,自己能够获取现在的投资回报,还不是因为以前抱着泼出去的心态,敢敢有多余钱就拿来优先买股收息吗?

怎么钱不是很多的时候,一副不怕死的心态,一直都敢敢敢来。

现在反而会想太多了??

反正等10月30日,又会有一笔Sunway普通股息入账~

到时候就看那家心头好公司股价合适,就买来收。

选好公司,就专注几家公司,容易追踪,也容易照顾。

不管牛市熊市,只专注所选好的公司,紧盯公司业务和业绩最实在!










2015  How far can Karex stretch?

重点

Karex is sitting on a cash pile of RM219mil, and is on the lookout for a combination of both brand owners and manufacturers to help it fortify its position as the No.1 condom player in the world.

Karex will be launching its polyisoprene condoms by the end of the year, a product which has been in the research and development (R&D) stage for at least seven to eight years


So far, the ONE brand is contributing about 10% to Karex’ sales, and has increased its OBM contribution to 7% from 4% previously. Goh expects the OBM segment to grow by at least 20% in the next five years.
Also, Karex’s new manufacturing plant in Thailand is at the final stages of completion, which will complement its existing plants in Klang and Pontian, Johor.
The new plant in Hadyai, Thailand, which will be the first “green” condom factory in the world, will be certified as either gold or silver under leadership in energy and environmental design standards, a standard certification for green buildings.
The new plant will give the group an additional 50% of new capacity.
Meanwhile, the upgrading of its plant in Pontian is expected to be completed by the end of next year.
The company recently acquired a Spanish shell company listed on the Hong Kong Exchange. Renamed as Karex Europe Pte S.L., Goh says the rationale for the acquisition is to expand its presence in European markets.
“We have been trying to get further into the European market but it has been difficult. It hasn’t been doing as well as the rest of the world for us. Europeans prefer to deal with you if you’re somewhere in Europe,” he says.
He adds that there are lots of opportunities for Karex to work with supermarkets and pharmacies there which prefer to use their own brands. The European market only contributes around 8% of Karex’ revenue.
“Europeans may not necessarily want to buy cheaper products. They are an educated and developed society and they understand that condoms are a medical device. In that sense, Malaysians are more brand loyal compared with them,” says Goh.
不懂AGM会在几时,这一次爱人或许可以一起出席,他在今年Karex红股分派前,有买到~~
随这次加码,手上所持有的Karex会在年尾结束前能够获得一次的2.5cents股息
股息看似去去年一样, 但是,若你是在今年红股前就买到Karex, 然后,什么也没有做。
你的股数是随红股而有增加, 所以,是以更多股数获取相同的2.5cents,股息收入是有被增加。:)
不懂Karex会不会一年派一次红股呢?不懂Karex接下来再宣布的业绩,会否继续有increase呢?
希望Karex CEO说到做到,就是在2015年把销售量增值5亿,2016年为6亿,2017年为7亿。
我所能看到的是过去有做到,希望现在与未来也继续是如此:)

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理财投资这回事,是越早懂就越好。

时间是一天天的过,今天还不采取行动,还要等到几时?

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订购方式;

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