3月31日更新
说明:
- 总体 outperform STI。
- UE E&C,LKH,Roxy,GuthrieG,QAF,YHI等表现不错,超过了10%。
- 由于股价发生变化,这个股票列表可能需要调整一下。还有像yzj是大盘股,放在这个列表里可能不是很合适。
- 下个月观察几个没有怎么动的股,例如Kingsmen,OKP,Sim Lian,Stamford Land,TechOil&Gas,UMS等。
- Kingsmen在64c附近有个big seller,要等这个人卖完才能冲得起来。
- OKP我不懂为何还不动。
- Sim Lian在62c附近有个big seller,不知道上周这个人卖完了吗。
- Stamford Land我不懂为何还不动。
- TechOil&Gas在93-95有个big seller,在91-92有个big buyer。要看这两个的胜负决定方向。
- UMS的大股东在这个月抛售了大约30mil的股票,要等市场完全消化掉才能冲得起来。我注意到,大股东在47-48大举抛售时,the buyer was also very agressive。
- 表中数据是我到处摘录编辑而成,难免有错漏之处。表中股票仅供参考,不作为股票推荐。如有投资损失,与本人无关。
- 欢迎同学们推荐其它被忽略的好股。
- 如有数据错误,欢迎指正。
EPS | PE Ratio | Dividend | Dividend Yield | Remarks | |||||
Counters | Price on 2/3/2012 | Price on 30/3/2012 | Change | FY11 | FY11 | FY11 | FY11 | ||
1 | Challenger | 0.400 | 0.435 | 8.75% | 0.045 | 9.67 | 0.022 | 5.06% | |
2 | ChipEngS | 0.490 | 0.520 | 6.12% | 0.187 | 2.78 | 0.04 | 7.69% | |
3 | ECS | 0.550 | 0.560 | 1.82% | 0.107 | 5.23 | 0.022 | 3.93% | fy10 eps 0.145, dividend 0.036 |
4 | Elec | 2.550 | 2.750 | 7.84% | 0.274 | 10.04 | 0.27 | 9.82% | US$ |
5 | Elite KSB | 0.340 | 0.365 | 7.35% | 0.053 | 6.89 | 0.015 | 4.11% | fy10 result. 2q11fy on par with that of last yr |
6 | GuthrieG | 0.595 | 0.675 | 13.45% | 0.070 | 9.64 | 0.055 | 8.15% | eps not inclusive of fair value gain |
7 | InnoTek | 0.505 | 0.505 | 0.00% | 0.002 | 210.42 | 0.05 | 9.90% | Last yr eps 0.0775 |
8 | Kingsmen | 0.620 | 0.640 | 3.23% | 0.086 | 7.44 | 0.04 | 6.25% | |
9 | LeeMetal | 0.225 | 0.230 | 2.22% | 0.040 | 5.75 | 0.03 | 13.04% | |
10 | MTQ | 0.780 | 0.785 | 0.64% | 0.120 | 6.54 | 0.04 | 5.10% | fy10 result. Noticed 19% profit drop in 2q11fy result |
11 | LKH | 0.390 | 0.485 | 24.36% | 0.111 | 4.37 | 0.04 | 8.25% | fy10 result. Noticed 5% profit drop in 3q11fy result |
12 | OKP | 0.610 | 0.615 | 0.82% | 0.090 | 6.83 | 0.02 | 3.25% | Last yr dividend 0.04 |
13 | Pan United | 0.520 | 0.525 | 0.96% | 0.054 | 9.72 | 0.035 | 6.67% | |
14 | QAF | 0.665 | 0.750 | 12.78% | 0.116 | 6.47 | 0.05 | 6.67% | |
15 | Roxy Pac | 0.475 | 0.560 | 17.89% | 0.078 | 7.18 | 0.02 | 3.57% | |
16 | Sim Lian | 0.595 | 0.625 | 5.04% | 0.235 | 2.66 | 0.048 | 7.68% | fy10 result. Noticed 35% profit drop in 2q11fy result |
17 | Stamford Land | 0.540 | 0.555 | 2.78% | 0.070 | 7.93 | 0.03 | 5.41% | fy10 result. Noticed 37% profit drop in 3q11fy result |
18 | Stamford Tyres | 0.305 | 0.305 | 0.00% | 0.057 | 5.35 | 0.015 | 4.92% | fy10 result. Noticed significant profit drop in 2q11fy result |
19 | STKOSV | 1.645 | 1.765 | 7.29% | 0.293 | 6.02 | 0.1 | 5.67% | New IPO in Nov 2010 |
20 | TechOil&Gas | 0.920 | 0.920 | 0.00% | 0.097 | 9.48 | 0.12 | 13.04% | fy11 result. Noticed profit increase in 1qfy12 |
21 | UE E&C | 0.570 | 0.725 | 27.19% | 0.250 | 2.90 | 0.06 | 8.28% | New IPO in Feb 2011 |
22 | UMS | 0.485 | 0.480 | -1.03% | 0.080 | 6.00 | 0.06 | 12.50% | |
23 | WorldPreci | 0.540 | 0.540 | 0.00% | 0.090 | 6.00 | 0.027 | 5.00% | |
24 | Yangzijiang | 1.355 | 1.330 | -1.85% | 0.210 | 6.33 | 0.055 | 4.14% | |
25 | YHI | 0.320 | 0.360 | 12.50% | 0.065 | 5.54 | 0.02 | 5.56% | |
Ave | 6.41% | 6.53 | 6.95% | ||||||
(not incl Innotek) | |||||||||
STI | 2993.490 | 3010.460 | 0.57% |