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APOLLO V4

APOLLO业绩,终于出了!
12.05的EPS,不错不错。
营业额比上一季增加了7%
看看外汇赚幅,RM3.62mil,
哇,外汇赚幅超过了营业额的7% (上一季只是营业额的5%)。
财富列者可以大概的推敲一个合理的解释:
8月的汇率从USD/MYR 3.8310 到10月尾的USD/MYR 4.3003,升值了差不多12%. Apollo有一半的海外营业额,从5%到7%算合理吧。
净现金也慢慢的累计,每股RM1.46, 差不多是股价的四分之一。
但是我们可以看到,如果把外汇赚幅移除,APOLLO的赚幅与盈利是比上一季少得多的,该是营运效率的问题吧。而我们身为一个散户投资者,我们不会有能力去探讨这笔账是如何算来的。
到底APOLLO 估值如何?
EPS = (12.05+13.98)/2*4=52.06
今天的收市价是RM5.71,潜在PE是10.96. (其他上市业者OFI PE 18.64, LONBISC PE 10.79, HUPSENG PE 20)
财富猎者相信APOLLO将会追随其他业者的市盈率,继续为股东创造价值。

有成本优势者,应该没什么好担心。。

Today marks the day of Apollo releasing its precious second quarter’s result.
The result is absolutely awesome by achieving EPS of 12.05. The achievement is mainly contributed by the strengthening of USD/MYR, where about half of Apollo’s operation is export-oriented. The transactions abroad are dominated in USD. FYI, USD has strengthened against MYR about 12% throughout the reporting period (August 2015 to October 2015).
To take note, by excluding the Forex Gain for the newly released quarterly results, the net performance is not that decent but we have no way to get the answer on this as a retail investor. We believe cost efficiency and automation are always management’s effort and main priority, other than focusing to sell more locally or globally.
Another grateful thing to highlight is the accumulation of net cash in the Company, which stands at RM1.45 now.
We foresee that APOLLO will most likely follow other peers in terms of PE, and thus for all the shareholders, CHEERS!
财富猎者/ Wealth Hunter


APOLLO V3
想必有跟踪或买进的朋友已经拿了25分的利息,然后,股价又来到的5.40.

现在应该拥有了8-10%的成本优势。还有5%的DY值。

我们还是继续跟踪这只优质股。基本上现在在等业绩报告。

技术形式上,调整了3天,卖压不明显,有望为业绩前的偷步拉升。





APOLLO V2
观察了APOLLO股价一阵子,用大量突破了RM5关口,然后又拉回守着。现在又来到RM5.35的关口。

技术上来看,突破阻力的力量正酝酿着。业绩应该会在12月中呈现。技术上来看,是时候准备突破操作。可以把RM5当作很强的扶持。

上看RM5.80为第一个目标价。






风险:
1)业绩不如预期
2)大市向下


APOLLO 蠢蠢欲动?
APOLLO一路以来都被称为老人股,因为它比较吸引的都是丰厚的股息,而不是那些你一直可以看到屡创新高的股项。
最近,APOLLO的交易量隐隐约约透露了一些信息。
十月尾到现在,我们可以说看到的是天量,近几年都没有这么大的量出现过。
但是,市场似乎还没察觉到APOLLO这艘太空船。
你们还记得吗 ?最近不是有人狂炒食品股?
APOLLO呢?难道是因为股价5令吉而被忽略了?

为何看好APOLLO?
1. 食品股主题的遗珠
2. 最近太多股创新高
3. 低原产品价格
4. 耀眼的第一季业绩
5. 可以派红股
6. 净现金
7. 受惠于强势美元
你不理财,财不理你!
财富猎者将会继续的分享,来让大家减短趋向财务自由的这条路!
请追随我们的部落格


APOLLO (6432) - Apollo Food Holdings Berhad 阿波罗食品 (Apollo,6432)
http://wealthrich-hunter.blogspot.my/2015/11/apollo.html
KLSE:APOLLO
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