海鸥集团 (Haio) vs 速远机构 (Zhulian) 推算

Haio (2008 3rd Report):

Revenue: 302,331,000
Profit: 37,141,000

我假设 4th quater 也很好

Profit: (37,141,00 /3) * 4 = 49,521,333
Profit Margin: 12.28%
Total share: 82,589,342
NTA: 1.88
EPS: RM 0.60 (estimate)
ROE: 30.47%

Zhulian (2008 4th Report):

Revenue: 303,577,000
Profit: 74,690,000

Profit Margin: 24.60%
Total shares: 345,000,000
NTA: 0.81
EPS: RM 0.2165
ROE: 26.72%

负债不用看了，因为大家都是零负债。

看看股价与回酬:

Haio: RM 3.52 (02-Apr-2009)
Zhulian: RM 0.99 (02-Apr-2009)

就当 Haio = RM 3.50 和 Zhulian = RM 0.99，投入资金 RM 3500。

可买到: 1000 shares Haio 或者 3500 shares Zhulian。

算算 EPS:

Zhulian: 3500 x 0.2165 = RM 757.75
Haio: 1000 x 0.60 = RM 600

投入的资金都是 RM 3500，到底 Haio 比较会赚钱还是Zhulian。

(转载: http://chinese.gaiso.com.my/viewthread.php?tid=3&extra=page%3D1)