剖析上公司的方法 – (Latexx 7064利得股份)
Posted in: (LATEXX 7064) 利得股份
最近有位股友说我对某股看漏眼而很高兴写道「哈哈」，我不屑一顾基本面不强的公司，而若说胶手套行业，我真正看漏眼应该是 Latexx， 一个由亏转盈，连创佳绩的公司，自2004年起 Low Bok Tek CEO从兄弟手中收购 30%后，便开始了誉为最快成的胶手套公司，也是第一间KLSE上市的胶手套公司。
这次的分析我是以下列层面进行检讨：
内部透视法
(1) 现金流 Cash Flow
(2) 应收款项 Account Receivable
(3) 存货 Inventory
(4) 折旧 Depreciation
也乘这个机会重温分析公司的方法：
公司检测
(1) 公司是什么行业？这行业前景如何？
(2) 公司管理层可靠么？
(3) 三表分析法(Income Statement, Balance Sheet, Cash Flow)，用我们选股的评分法。
选择时机进场
(1) 牛市
(2) 熊市
(3) 横摆
选了优质股我们是买来收Buy and Hold， 选时是低买高卖Buy low sell high。
最后，便是财务管理，保本至上，必须是闲钱，不可动用生活费，不可投机，不可买亏损的公司，一季也不放过。
总结一下流程，(A)选行业 (B)选股 (C)分析 (D)财务管理 (E)投资 (F)观察守候 (G)收成，这便完成我们投资的几部曲。
也许这方法有错误的地方， 还请多多指教， 过去我曾犯下许多错误，今日遂步加强，在股市的面前，人人均有犯错的机会。报喜不报忧是股坛的至爱。(只讲赚不讲亏，「哈哈」。)
待续。
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Tags: (LATEXX 7064) 利得股份
期待小旺子写的LATEXX……..
也能够写些ADVENTA吗?
小旺子写的东西非常丰富!让大家了解很多!
谢谢!
谢谢你的支持，我坚恃买优质股而不投机，但常常怕连累人，明明讲好至少收一年，偏偏有人这边买那边卖，也无可奈何。
我只提供资讯，买卖自便。 Adventa 相信也会写，年尾还得到国外，至少二趟，有了上次经历，希望这次的如期写部落。
很正确的投资心态… 谢谢
(没扁意)
谢谢老大的交流，我只想大家走正路，自己曾伤过，借於让他人警惕。
最近想研究一些没研究过的公司，本来还没有头绪，看到你这么说，我就锁定在ADVENTA 和 Latexx 吧。
chengyk
好呀! 这次我在
(1) 现金流 Cash Flow
(2) 应收款项 Account Receivable
(3) 存货 Inventory
(4) 折旧 Depreciation
方面着手，你可从ROE下手，那就园满了。不如大家交换链接，不知你愿意否?
Hi, it is great to know that you do HAVE a new 分析 system now. Everyday is a new day for us to learn something NEW but useful. Well done!!
Do you still keen to 分析 some NOT-so-bad com? I am talking about GROWT stage com. At least more than 50% growth in; Every 3 months, Every 6 months, Every year, QTRLY Y to Y basis.
)
There are:-
1.)LonBisc (Cash is lower in this latest QTR)
2.)Liihen (Cunning com, play some forex gain, Furniture
3.)KKB (Construction)
4.)Mudajya (Construction)
And of course they do have some PRO and CON, But..but look at their profit and sales ! Will they fly another 50% and MORE
Time will tell
当然没有问题，不过我需要一些时间来研究。
Hi! Hsunl,
In fact, I do not have a new system. It is only the integrity check of company. My basic system still stays.
I will take a look at those companies that suggested by you. I might write one of those if I think it is beneficial to my readers. Thanks for your info.
Adventa 3rd qtr result came out today. For me it is still POOR. Forex losses still THERE but a bit better compare to last qtr. Profit only 5% increase if compare to last qtr-same-yr – exclusive of Forex losses. Indeed, poor
. No BIG improvement in H1N1 period. To my surprice ! Demand is weak vs supply…. Production capa NO problem at all. Just the demand is very weak. Additionally, already 3 consequtive qtr profit eaten up by Forex losses(more than half). Just wondering….. PE still cheap ?? PE abt 13 !! Well, it may go up as well if people only compare existing result with last yr 3rd qtr. Let C … how they react with this results…
For close to 40% Forex losses, it is high.
PE is only a reference to price. When market is moving up, new price high will give a higher PE. How high is high? I think as long as the trend is still up, it will keep on going higher and higher. Subjective? right ?
By the way, we’re moving away from value investing and we concentrate on price itself a lot. Ha! Ha!