Saturday 7 December 2013

新伊斯兰準则

新伊斯兰準则


网友Eugene询问,为什么YTLPOWR的股价频频下跌?

其实除了YTLPOWR外,最近有几只股都惨遭基金抛售,如SPSETIA也是其中一只。

这是因为刚于11月13日生效的《新伊斯兰準则》,新准则采纳了新的符合回教教义股项的筛选方式。在这项调整下,上市公司必须符合两项主要指标,才能归类为符合回教教义的股项。

第一项指标为财务比例指标,根据公司的债务及现金的比例来筛选。若一家公司的债务及现金占总资产有超过33%是来自传统举债方式或金融工具,这些公司就不符合回教教义条例。

第二项指标为不符合回教教义的业务比例,占总营业额及税前盈利的贡献比重。之前的筛选方式分为4个类别,就是5%、10%、20%,及25%。在新的条例生效后,将会重新调整为两个组别而已,分别是5%及20%。

所以,自新条例生效后,无法达到新指标的股项将面对严重的卖压,YTLPOWR和SPSETIA就是因不符第一项指标,而遭到回教基金股东抛售

根据YTLPOWR的最新年报,Lembaga Tabung Haji持有1.99%的股权或相等于1亿3918万股,要完全脱售这批股权需时,相信卖压将还会持续一段时间。

有兴趣了解哪些公司符合回教教义,可参考以下网页:
http://www.halal-u.com/malaysia-list-of-bursa-listed-shariah-compliant-securities-under-revised-screening-methodology-as-of-november-2013.html

copy from http://bblifediary.blogspot.com/2013/12/blog-post_5.html#comment-form

Wednesday 4 December 2013

虚拟组合

组合截止30-11-2013




2013-11-30
cash
10,000


2013-11-3成立
2013-11-1klse---1810.41
2012 epf dividend yeild 6%


Monday 2 December 2013

3 Years Continuously Improvement in Revenue & Profit (2011,2012,2013)




Stock Code Stock Name Revenue (2013) Revenue (2012) Revenue (2011) Profit (2013) Profit (2012) Profit (2011)

5139

AEONCR

467,128 344,268 236,616 181,107 128,061 85,024

6432

APOLLO

222,746 200,549 176,292 42,450 28,593 22,576

5021

AYS

648,779 264,685 0 14,963 9,314 71

5196

BJFOOD

121,915 88,598 38,823 22,429 14,639 7,876

9474

BRAHIMS

285,709 196,656 139,979 36,613 23,241 17,742

0090

ELSOFT

21,159 18,758 12,653 9,012 6,665 4,868

0078

GDEX

135,154 116,322 93,071 19,255 12,254 9,865

5062

HUAYANG

408,670 306,412 188,865 95,305 72,511 34,388

5108

ICAP

65,953 29,999 19,936 58,976 21,258 13,917

0166

INARI

241,140 180,775 78,487 43,288 20,302 8,306

5038

KSL

565,919 404,431 272,234 242,435 174,103 111,820

3174

L&G

216,293 130,798 44,201 72,761 43,533 13,877

7126

LONBISC

282,844 250,669 197,673 17,008 14,669 12,609

5129

MELATI

226,235 125,792 81,725 16,755 9,826 8,150

6114

MKH

688,297 555,876 290,612 135,792 99,545 39,269

5125

PANTECH

637,160 437,031 335,563 80,221 47,157 37,435

7055

PLB

229,738 152,725 88,007 18,288 15,668 7,390

7237

PWROOT

279,355 217,036 132,745 41,963 19,373 9,589

4286

SEAL

183,300 122,854 51,821 52,816 42,488 8,908

7103

SPRITZR

201,935 178,209 147,681 22,788 14,252 10,167

1538

SYMLIFE

404,781 340,313 243,232 110,828 61,163 20,340

5622

TRIPLC

168,768 88,024 7,591 47,844 19,936 3,080

2976

WINGTM

601,200 457,684 283,398 176,750 121,211 78,362

7293

YINSON

862,916 715,824 640,825 45,440 32,820 24,993
copy from www.malaysiastock.biz




Saturday 30 November 2013

3 Years Continuously Improvement in Dividend (2011,2012,2013)



Stock Code Stock Name Dividend (2013) Dividend (2012) Dividend (2011)

5139

AEONCR

35.50 30.00 26.50

2488

AFG

16.60 13.30 7.00

1015

AMBANK

22.00 20.10 18.00

1818

BURSA

36.00 27.00 26.00

7171

CENBOND

5.00 4.00 3.00

3417

E&O

4.50 4.25 2.00

0149

FIBON

1.25 1.15 1.12

3107

FIMACOR

38.50 35.00 30.00

7022

GTRONIC

14.00 12.00 8.50

7668

HAIO

14.00 9.00 7.50

3034

HAPSENG

16.00 10.50 8.60

5819

HLBANK

45.00 38.00 24.00

3301

HLIND

26.00 23.00 20.50

3336

IJM

13.00 12.00 11.00

0166

INARI

4.50 2.80 1.80

7006

LATITUD

6.30 3.00 2.00

7087

MAGNI

13.00 11.00 8.00

3859

MAGNUM

63.79 16.00 15.00

5090

MEDIAC

46.15 8.33 6.00

7004

MULTICO

12.00 6.00 5.00

0138

MYEG

1.80 1.40 1.10

0049

OCNCASH

0.40 0.30 0.20

6009

P&O

26.19 8.40 5.60

7052

PADINI

8.00 6.00 4.00

5125

PANTECH

4.60 3.50 3.30

5657

PARKSON

18.00 16.00 15.00

9598

PTARAS

25.00 20.00 19.00

5207

SBCCORP

4.00 3.50 2.50

4731

SCIENTX

26.00 14.00 12.00

6017

SHL

12.00 8.00 7.00

7103

SPRITZR

4.00 3.00 2.50

5176

SUNREIT

8.30 7.50 6.60

6139

TAKAFUL

42.00 25.00 17.00

5347

TENAGA

25.00 20.09 4.50

7231

WELLCAL

18.00 16.00 12.00

copy from http://www.malaysiastock.biz


Thursday 28 November 2013

KLSE Dividend Policy Stocks

KLSE Dividend Policy Stocks


Stock Name Dividend Policy (%) Total EPS (Last 4Q)
(cents)
Expected Dividend (cents) Last Price (RM) Dividend Yield (%) Details

*UNIMECH

30 18.57 5.60 1.590 3.50 UNIMECH Dividend Policy

MBSB

30 45.37 14.00 2.640 5.16 MBSB Dividend Policy

*TDM

30 35.63 11.00 0.935 11.43 TDM Dividend Policy

VS

40 24.23 9.70 1.370 7.07 VS Dividend Policy

TA

40 7.06 2.80 0.795 3.55 TA Dividend Policy

TOMYPAK

40 13.94 5.60 1.460 3.82 TOMYPAK Dividend Policy

TENAGA

40 83.54 33.00 9.430 3.54 TENAGA Dividend Policy

HOMERIZ

40 7.56 3.00 0.575 5.26 HOMERIZ Dividend Policy

MNRB

40 48.00 19.00 3.480 5.52 MNRB Dividend Policy

PICORP

40 2.05 0.82 0.175 4.69 PICORP Dividend Policy

*TAMBUN

40 15.37 6.10 1.440 4.27 TAMBUN Dividend Policy

*KNM

50 7.13 3.60 0.485 7.35 KNM Dividend Policy

*BIMB

50 28.14 14.00 4.490 3.13 BIMB Dividend Policy

TECNIC

50 42.60 21.00 3.100 6.87 TECNIC Dividend Policy

CSCSTEL

50 9.03 4.50 1.300 3.47 CSCSTEL Dividend Policy

*THPLANT

50 19.28 9.60 1.840 5.24 THPLANT Dividend Policy

PRESBHD

50 18.00 9.00 2.500 3.60 PRESBHD Dividend Policy

MSM

50 38.21 19.00 5.000 3.82 MSM Dividend Policy

HAIO

50 23.21 12.00 2.640 4.40 HAIO Dividend Policy

*DELEUM

50 32.33 16.00 4.560 3.54 DELEUM Dividend Policy

*SKPRES

50 4.21 2.10 0.350 6.01 SKPRES Dividend Policy

AFFIN

50 42.30 21.00 4.250 4.98 AFFIN Dividend Policy

CSCENIC

50 9.70 4.80 1.230 3.94 CSCENIC Dividend Policy

AFG

50 36.10 18.00 4.990 3.62 AFG Dividend Policy

*DAIBOCI

60 23.58 14.00 3.800 3.72 DAIBOCI Dividend Policy

HUPSENG

60 29.86 18.00 5.700 3.14 HUPSENG Dividend Policy

ZHULIAN

60 30.14 18.00 4.740 3.82 ZHULIAN Dividend Policy

PIE

67 56.77 38.00 5.950 6.39 PIE Dividend Policy

*BSTEAD

70 37.66 26.00 5.200 5.07 BSTEAD Dividend Policy

*JOBST

75 19.77 15.00 2.150 6.90 JOBST Dividend Policy

*BJTOTO

75 27.98 21.00 4.030 5.21 BJTOTO Dividend Policy

BURSA

75 32.90 25.00 8.120 3.04 BURSA Dividend Policy

DIGI

80 18.05 14.00 4.800 3.01 DIGI Dividend Policy

AMWAY

80 64.68 52.00 12.380 4.18 AMWAY Dividend Policy

TM

90 30.54 27.00 5.160 5.33 TM Dividend Policy

Wednesday 27 November 2013

五年达三百千,可能吗?怎样做?

最近看到一个部落格,“靠股息年轻退休”,可能吗?怎样做?
我想这不只是笔者,我,应该很多年轻人的梦想。passive income来退休。

笔者的计划是:投资起始本金:RM10,000 .每个月加RM500,目标:RM500,000(五年)。
如果用compound interest 来算,这个目标需要68%年率,看起来很高,如果 2019 达到300,000也很不错。三百千也要55%年率。还是很高。梦想破灭了?慢着,我们来看看真实的股票,能否达到。

我用了ZHULIAN及DLADY来个模拟实验:

根据5年的股价,ZHULIAN可以达到RM 198千,DLADY则达RM 165千。距离目标还有一段距离。



如果调整一下,投资策略,本金:RM15,000 .每个月加RM1000。那么ZHULIAN就可以达RM 345千,DLADY就RM 297千。三百千的目标是可以达成的。重要是有计划,自律。不是每个股票都能翻倍,挑选对的股。




p/s: Amendment, some minor adjustment for ZHULIAN, miss out Bonus share 1:3 ratio on 13/07/2010. Case 1 should be RM191,713, and Case 2 is RM336,077




转载自 http://aliinvest.blogspot.com/2013/11/blog-post_12.html.
谢谢他帮我算好了 。哈哈哈