2020年6月29日 星期一

KKB股價不安全

KKB Engineering Bhd (KKB,9466) 从事钢结构制造,民用建筑,热浸镀锌和液化石油气(LPG)气瓶的制造。它分为两个部分,工程和建筑部门包括土木工程和建筑,钢铁制造和热浸镀锌。制造部门制造液化石油气瓶,钢管和相关产品。它的大部分收入来自工程和建筑领域。

我說過,不同人投資風格不一樣,我本人不怎麼喜歡投資重型工業生產和資本密集公司,KKB Engineering Bhd 的確不是我所喜歡的。

但無論如何,我們先看它財務數據:

KKB Engineering Bhd 的ROE呈現的是典型景氣循環公司的特徵,幾年好又幾年不好。

但它好景時,ROE也很少超過10%。

但也不是說沒有優點。

KKB Engineering Bhd 的ROA和ROE解近,這意味它並沒有過多債務槓桿,也就是債務相對比較少。

因為這公司業務模式非我本來所喜歡,我也不說太多,只是簡單說,如果要買這類公司該如何做?

對於資本密集的景氣循環公司,買進時機自然是經濟的谷底,其股價低於長期平均價值的時候。

對於這類公司,P/E年年波動,很難判斷它的內在價值,相比之下使用 Price/Book 比較理想。

以下是 KKB Engineering Bhd 的 長期 Price/Book。

2012  1.43
2013  2.46
2014  1.39
2015  1.38
2016  1.19
2017  0.87
2018  0.77
2019  1.21
最新  1.24

以目前經濟來判斷, 1.24 的 Price/Book 有很大下跌空間。

所以最好低於0.80後才考慮。

當然,到底最後會跌到多少,我不能預測的出來。

最後,就看 KKB Engineering Bhd 的技術分析看看!

看日圖, KKB Engineering Bhd 反彈力道已經趨緩,成較量萎縮,各項指標都跌到負數區。


看周圖,上升武力和下跌信號更明顯,尤其是資金流指標Chanikin Osc 已跌入負數,未來表現恐怕不樂觀。

这一套三本投资书胜过你看外面20本,因为外面的投资书是东说一点,西说一点,我是把精华整理归纳,以Step by Step方法铺陈,化繁為簡,全面講解投資分析法。
股票基本面分析的《股票真智慧》、技术面的《图表趋势秘密》和经济分析的《经济周期投资》。
詳細內容可瀏覽

購買請mail: kongfaw.choo358@gmail.com


投资教学視頻(捐款用途)




2 則留言:

阿弟@投資世界 提到...

美联储主席鲍威尔:可能再次降低企业获得紧急贷款的门槛
https://finance.sina.com.cn/roll/2020-07-01/doc-iircuyvk1328127.shtml

美日增新冠病例或达10万? 疫情下航空业陷寒冬
https://finance.sina.com.cn/world/2020-07-01/doc-iirczymk9885704.shtml

Brandon Jayson 提到...

OMG!! This is certainly a shocking and a genuine Testimonies. I visited a forum here on the internet on the 20TH OF OCT 2020, And I saw a marvelous testimonies of this powerful and great Doctor called PRIEST AZIBA on the forum. I never believed it, because I never heard nor learnt anything about Natural Enlargement Products. Nobody would have been able to influence me about Natural Enlargement Product not until PRIEST AZIBA did it for me and restored my Penis to a Normal size which i was very ok to have(11inch) he ask if I want to increase it further more i told him am ok with this I have now, so I'm recommending y'all in same situation to contact DR AZIBA via Email: PRIESTAZIBASOLUTIONCENTER@GMAIL.COM and also Contact him on his whatsApp +2348100368288I am really short of expressions, and i don't know how much to convey my appreciation to you PRIEST AZIBA you are a God sent to me and my entire friends whom has also use your product.. And now I am a joyful man with my family. here is DR Email and WhatsApp contact below Email: priestazibasolutioncenter@gmail. com & WhatsApp:+2348100368288










OMG!! This is certainly a shocking and a genuine Testimonies. I visited a forum here on the internet on the 20TH OF OCT 2020, And I saw a marvelous testimonies of this powerful and great Doctor called PRIEST AZIBA on the forum. I never believed it, because I never heard nor learnt anything about Natural Enlargement Products. Nobody would have been able to influence me about Natural Enlargement Product not until PRIEST AZIBA did it for me and restored my Penis to a Normal size which i was very ok to have(11inch) he ask if I want to increase it further more i told him am ok with this I have now, so I'm recommending y'all in same situation to contact DR AZIBA via Email: PRIESTAZIBASOLUTIONCENTER@GMAIL.COM and also Contact him on his whatsApp +2348100368288I am really short of expressions, and i don't know how much to convey my appreciation to you PRIEST AZIBA you are a God sent to me and my entire friends whom has also use your product.. And now I am a joyful man with my family. here is DR Email and WhatsApp contact below Email: priestazibasolutioncenter@gmail. com & WhatsApp:+2348100368288