Sunday, 5 July 2009

Advance Packaging Technology Bhd.

2008 年 3 月份,我买入 Advpkg。这是被我选入 net-working-capital 投资组合中的第一支股。

当时,它的 Net working capital per share 为 81 sen。 我的买入价为 55 sen,相等于 Net working capital 的 68%,一个相当不错的交易。

除了 Net working capital 符合条件,它还具有许多优点,包括:

  • 零负债.
  • 过去十年有稳定的营业额、盈利。
  • 稳定的派息记录。(平均 net DY 约为 5%)
  • 拥有丰厚的现金。(每股现金= 63 sen)

我尤其喜欢最后一项(现金)。对于这家零负债的公司来说,以 55sen 买入几乎是稳赚不赔的。

3 comments:

Fa Cai said...

These are the things need to consider:-
1)The management teams, the capability and quality of human resources.
2)Free Float, able to sold at anytime.
3)Growth or business expansion, future prospect and the vision.
4)Able to compete in the open business environment.
5)Transparency.

Anonymous said...

Can you explain what is the core business for this company ? As i am not able to find their website.

invest_klse said...

我只知道它是生产包装材料的(packaging material),是从它的年报中知道的。其它详情不大清楚。。。

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