8/25/2012

你可以给下意见吗？

八月 25, 2012  MichelleTan  6 comments

米歇尔尽量把集中投资组合，

组合不想多过三个

米歇尔的100%资金

30%OLDTOWN

30%CMMT

10%备份

还有30%正在物色着以下的股

AEONCR，IGPREIT， KLLCP，DIGI，ZHULLIAN，

不知如何决定，

你可以给下意见吗？

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對我來說: CMMT = IGPREIT = 50% KLCCP, 有了CMMT可以剔除 IGPREIT 和 KLCCP

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My recommendation:-)
Zhulian - strong foundamental, expand into indo market, net cash, 60% dividend payout policy.
AEONCR - good bussiness model in dealing with malay market sector. The implementation of min wage rm900 will benefit AEONCR as more malay can affort for load. Good dividend payout.

XiuHa :谢谢你提供你的看法，你这么说也是对的；）

wongwc ：but the AEONCR only 30% dividend payout policy, DY 3%

You are right, the dividend yield of Aeoncr dropped to below 3%. Investors have high expectation on its future earning. The fundamental is strong as the average growth rate of net profit for the past FY is more than 15%. The Eps for past 4 rolling quaters is 87.1 cents and the current pe is around 14.6. The price is a bit higher as investors are willing to pay a bit higher PE than banks.

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