» » Cold eye recommend logistic company

Cold eye recommend logistic company

My conclusion:

1) Freight - no dividen declare reject
2) Century and Tasco - both got dividen declare, share price of Tasco run up lately, so if buy will hoot CENTURY.

1) Freight Management - 7210 - RM 0.91


Listing Information & Profile
Reference No MI-120112-39982

Submitting Merchant Bank
:
RHB INVESTMENT BANK BERHAD  
Company Name
:
FREIGHT MANAGEMENT HOLDINGS BERHAD  
Stock Name
:
FREIGHT-WA  
Date Announced
:
12/01/2012  

Instrument Type
:
Warrants
Description
:
Issuance of 24,342,857 free warrants in Freight Management Holdings Bhd (“FMHB”) (“Free Warrants”) on the basis of one (1) Free Warrant for every five (5) existing ordinary shares of RM0.50 each held in FMHB
Listing Date
:
13/01/2012
Issue Date
:
09/01/2012
Issue/ Ask Price
:
Not Applicable
Issue Size Indicator
:
Unit
Issue Size in Unit
:
24,342,857
Maturity Date
:
08/01/2017
Revised Maturity Date
:
Exercise/ Conversion Period
:
5.00Year(s)
Revised Exercise/ Conversion Period
:
Exercise/Strike/Conversion Price
:
MYR 0.9700
Revised Exercise/Strike/Conversion Price
:
Exercise/ Conversion Ratio
:
1 Free Warrant : 1 Ordinary Share of RM0.50 each
Revised Exercise/ Conversion Ratio
:
Mode of satisfaction of Exercise/ Conversion price
:
Cash
Settlement Type/ Convertible into
:
Physical (Shares)

Current price RM 0.91
Warrant RM 0.25
No dividend declare.


Financial Results
Reference No CU-120222-51408

Company Name
:
FREIGHT MANAGEMENT HOLDINGS BERHAD  
Stock Name
:
FREIGHT  
Date Announced
:
22/02/2012  
Financial Year End
:
30/06/2012
Quarter
:
2
Quarterly report for the financial period ended
:
31/12/2011
The figures
:
have not been audited

Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2011


     
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
     
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
     
31/12/2011
31/12/2010
31/12/2011
31/12/2010
     
$$'000
$$'000
$$'000
$$'000
1Revenue
80,726
73,473
161,737
145,576
2Profit/(loss) before tax
6,149
5,596
12,616
11,391
3Profit/(loss) for the period
4,664
5,242
10,063
9,953
4Profit/(loss) attributable to ordinary equity holders of the parent
4,306
5,189
9,327
9,656
5Basic earnings/(loss) per share (Subunit)
3.54
4.26
7.66
7.93
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9700
0.8700



2) Century - RM 1.84
CENTURY LOGISTICS HOLDINGS BERHAD is a Malaysia-based investment holding company. The Company, through its subsidiaries, is engaged in the provision of integrated logistics activities. It provides freight forwarding, transportation, warehousing and other ancillary services. The Company is involved in the supply chain management and ship husbandry for fuel oil traders, including the services for floating storage units (FSU). In addition, it offers a range of procurement and assembly services for various electrical and electronic products. The Company offers original equipment manufacturing (OEM) solutions to locally-based electrical and electronic products manufacturers and traders. Its direct subsidiaries are Century Total Logistics Sdn. Bhd., Century Logistics Sdn. Bhd., Storewell (M) Sdn. Bhd., Century Logistics (Sarawak) Sdn. Bhd., Century Global Logistics Sdn. Bhd.,Century Logistics (Johore) Sdn. Bhd., Century Advance Technology Sdn. Bhd. and CenturyForwarding Agency Sdn. Bhd.


Financial Results
Reference No CS-120223-97C32

Company Name
:
CENTURY LOGISTICS HOLDINGS BERHAD  
Stock Name
:
CENTURY  
Date Announced
:
23/02/2012  
Financial Year End
:
31/12/2011
Quarter
:
4
Quarterly report for the financial period ended
:
31/12/2011
The figures
:
have not been audited
Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2011


     
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
     
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
     
31/12/2011
31/12/2010
31/12/2011
31/12/2010
     
$$'000
$$'000
$$'000
$$'000
1Revenue
61,174
63,738
281,654
270,444
2Profit/(loss) before tax
6,106
8,977
36,222
35,971
3Profit/(loss) for the period
5,762
8,276
29,431
30,411
4Profit/(loss) attributable to ordinary equity holders of the parent
5,949
8,407
30,067
30,620
5Basic earnings/(loss) per share (Subunit)
7.39
10.67
37.79
38.71
6Proposed/Declared dividend per share (Subunit)
7.00
4.00
12.00
9.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
2.4900
2.2200


Warrant profile:

Listing Information & Profile
Reference No OD-100128-68901

Submitting Merchant Bank
:
HWANGDBS INVESTMENT BANK BERHAD  
Company Name
:
CENTURY LOGISTICS HOLDINGS BERHAD  
Stock Name
:
CENTURY-WB  
Date Announced
:
02/02/2010  


Instrument Type
:
Warrants
Description
:
Rights issue of warrants
Listing Date
:
03/02/2010
Issue Date
:
28/01/2010
Issue/ Ask Price
:
MYR 0.0500
Issue Size Indicator
:
Unit
Issue Size in Unit
:
40,753,042
Maturity Date
:
27/01/2013
Revised Maturity Date
:
Exercise/ Conversion Period
:
3.00 Year(s)
Revised Exercise/ Conversion Period
:
Exercise/ Conversion Ratio
:
1:1
Mode of satisfaction of Exercise/ Conversion price
:
Cash
Settlement Type/ Convertible Into
:
Physical (Shares)
Exercise/ Strike/ Conversion Price
:
MYR 1.0000

Remarks :
The Warrants shall be exercisable at any time within the period commencing on, and inclusive of, the Issue Date of the Warrants and ending on the Maturity Date, or if such date is not a market day, then it shall be the market day immediately preceding the said non market day, but excluding the five (5) clear market days prior to a books closure date or entitlement date announced by the Company and those days during that period on which the Record of Depositors and/or the Warrants Register is or are closed. Warrants not exercised during the Exercise Period will thereafter lapse and cease to be valid for any purpose.

The Exercise Price may from time to time be adjusted in accordance with the provisions of the deed poll dated 21 December 2009 constituting the Warrants.



3) Tasco - RM 2.08

TASCO BERHAD, formerly Trans-Asia Shipping Corporation Berhad, is a Malaysia-based total logistics solutions provider. The Company offers logistics solutions covering air, sea and land transportation. It has categorized its services into international logistics solutions and domestic logistics solutions. International logistics solutions provide air freight services, sea freight services and buyer consolidation services. Domestic logistics solutions provides custom clearance, haulage transportation, warehousing services and warehouse inplant services, through forwarding division; car carrier and pre-delivery inspection, through auto logistics division, and domestic trucking and cross border trucking, through trucking division. The Company has nine subsidiaries, including Baik Sepakat Sdn Bhd, Tunas Cergas Logistik Sdn Bhd, Emulsi Teknik Sdn Bhd, TASCO Express Sdn Bhd and Maya Kekal Sdn Bhd, among others.


Financial Results
Reference No CA-120222-52328

Company Name
:
TASCO BERHAD  
Stock Name
:
TASCO  
Date Announced
:
22/02/2012  
Financial Year End
:
31/12/2011
Quarter
:
4
Quarterly report for the financial period ended
:
31/12/2011
The figures
:
have been audited


Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2011


     
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
     
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
     
31/12/2011
31/12/2010
31/12/2011
31/12/2010
     
$$'000
$$'000
$$'000
$$'000
1Revenue
113,870
124,692
469,211
443,362
2Profit/(loss) before tax
9,572
9,602
37,364
32,778
3Profit/(loss) for the period
13,991
8,473
34,676
24,830
4Profit/(loss) attributable to ordinary equity holders of the parent
13,963
8,471
34,590
24,776
5Basic earnings/(loss) per share (Subunit)
13.96
8.47
34.59
24.78
6Proposed/Declared dividend per share (Subunit)
12.90
9.13
12.90
9.13








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
2.4100
2.1400

分享锦集:典型的第二线优质股 by 冷眼


2月20日，本专栏曾刊出一篇《如何发掘第二线优质股》，笔者认为今年的赚钱机会是在第二线优质股，笔者也列出了第二线优质股应具备的五个条件：
①合理的盈利表现
②合理的股息
③现金流量平稳
④本益比低(8倍以下)
⑤有成长潜能

有些读者认为要找符合此五条件的第二线优质股，难度颇高，不易做到。
2物流股被忽略
难度是有，却不是不可能做到，只要大家勤力探索，就不难找到机会。
本报昨日(3月16日)就为读者提供了宝贵的线索。
本报《财经》版刊出的一篇《小型物流股有看头》，对少为人留意的物流业，作了相当深入的报道，文中所提到的两只物流股世纪通运(Century)和货运管理(Freight)，就是符合五条件的典型第二线优质股。
本益比偏低
物流业是指从事海陆空货运、报关及货仓业务的公司，有别于客运的航空公司。
该篇报道引述拉昔胡申的一份研究报告，再电访该研究机构分析师黄敬云和研究主管林志成，对物流业前景作有深度的分析，他们都看好物流业。
同时，他们也点出两只小型物流股世纪通运(Century)和货运管理(Freight)，认为两股均被市场忽略，价值被低估，而前景展望正面，故给予“超越大势”的评估。
以目前的股价计算，世纪通运和货运管理的本益比分别为4.71倍和5.53倍(请查阅本报股票表)，跟其他贸易∕服务股的相比，两股之本益比均属偏低。
泛亚属优质股
其实，除了上述两只股项之外，另一只小型物流股泛亚综合物流(TASCO)，本益比只有5.46倍，而业绩表现亦不在上述两公司之下。
世纪通运、货运管理和泛亚的周息率(股息回酬)分别为6.74%、5.59%和6.82%，可谓不俗。
于2007年上市的泛亚，全名为Tran-Asia Shipping Corporation Bhd.(TASCO是缩写)。母公司为日本物流业跨国公司日本邮船株式会社(NYK，即Nippon Yusen Kabushiki Kaisha)，日邮在东京、大阪和名古屋股票交易所挂牌，在Forbes的全球500最大公司中，排名468 (2010)，提供全球性的海陆空货运、报关及货仓服务，在全球雇用5万名员工。泛亚是该株式会社在大马的子公司，持有60.59%股权。
泛亚在大马提供海陆空货运、报关及货仓全面服务，跟日邮的全球营运网合作，囊括了大马日资公司的大部分货运生意。该公司在大马拥有30家分行，雇用1000名员工。
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