Monday, May 11, 2015

SASBADI “魔法书” 又爆发了? 



文语控股(SASBADI, 5252, 主瓣消费产品股)AKA “J的魔法书”,它帮组合带来51.56%的纸上盈利。当初会买它的原因是公司刚上市不久,它在市场有一定的Market Share。完全没做功课下,将它归纳组合里。

现在持有10 lots,看着它慢慢的往上爬,心中难免会想为什么买那么少?趁现在加码吧!不然迟了又后悔。

如果以一个投机者的角度来看,这么好纸上盈利,应该套利。但是这位菜鸟J相信它是值得长期拥有,不管纸上盈利多高,J还是会慢慢的累积它的股。

相对同行对手,小时候比较熟悉的彩虹出版(PPG, 7190, 主板工业产品股),上市比SASBADI来得久,股价还是在于RM 0.48 - RM 0.82之间。在同行出版社二选一下,自己还是比较喜欢文语控股。



上星期五,文语控股宣布好消息,股价也再一度破新高(RM2.50),总交量1,118,600,也排在Top 10 gains list 里。



好消息:

OTHERS SASBADI HOLDINGS BERHAD ("SASBADI HOLDINGS" OR "THE COMPANY") LETTER OF ACCEPTANCE FROM THE MINISTRY OF EDUCATION ("MOE")

SASBADI HOLDINGS BERHAD


TypeAnnouncement
SubjectOTHERS
Description
SASBADI HOLDINGS BERHAD ("SASBADI HOLDINGS" OR "THE COMPANY")
LETTER OF ACCEPTANCE FROM THE MINISTRY OF EDUCATION ("MOE")

1.       Introduction

The Board of Directors of Sasbadi Holdings is pleased to announce that the Company’s wholly-owned subsidiary, Sasbadi Sdn Bhd (“SSB”), had received a Letter of Acceptance dated 8 May 2015 from the MOE appointing SSB to publish, print and supply the textbook for the subject of Design and Technology for Year 6 of the Chinese national-type primary schools (“SJKC’s”) (“Textbook”) to the SJKC’s throughout Malaysia (“Contract”).  The Contract is for the period from 8 May 2015 to 31 December 2017 at a total value of RM406,600.00.

2.       Financial Effects

The Contract will not have any material effect on the earnings and net assets of the Sasbadi Holdings Group for the financial year ending 31 August 2015 as SSB is expected to deliver the first tranche of the Textbook worth approximately RM379,000 to the SJKC’s in the first and second quarters of the financial year ending 31 August 2016.  In this regard, the Contract is only expected to contribute positively to the earnings and net assets of the Sasbadi Holdings Group for the financial year ending 31 August 2016 onwards, during the duration of the Contract.
3.         Risk Factors
The Company does not foresee any exceptional risk other than the normal operational risks associated with the Contract.  The Company will take the necessary steps to mitigate the risks as and when they occur.
4.         Directors’ and/or Major Shareholders’ Interest
None of the Directors and/or major shareholders of Sasbadi Holdings or persons connected with them has any interest, whether direct or indirect, in the Contract.
5.         Directors’ Statement
The Board of Directors of Sasbadi Holdings is of the opinion that the Contract is in the ordinary course of business and in the best interest of the Company.
This announcement is dated 8 May 2015.
Source: http://www.bursamalaysia.com/market/listed-companies/company-announcements/4731177


冷眼前辈的书《年股票投资心得》里有提及一段,内幕消息影响股价也对小股民的不利。

J一度在想,大马市场的信息公开透明度真的不及别的市场?刚好也在ALI的最新文章里找到同感。

怎么说呢?

个人觉得上星期五文语控股的股价一度上升,很多大客户也趁机买入,但奇怪的是这好消息是在闭市后才在大马交易所公布。这是不是意味着有些人已经知道内幕消息后偷偷买高卖低呢?这对小客户来说公平吗?

嗯。。。其实这也是愚昧J的想法和感想,不是一定的事实,读者自己去分析那所谓的透明度吧!

再说,这也不会影响J持续拥有这“魔法书”的初衷。今天的股价再一次破新高,有点心动要追高加码。


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今天下午J还有一个面试机会在小新,三对一的interview,看J如何去应付,过后再分享。

祝J好运吧!





 - J丰-
11/05/2015



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