Wednesday, 28 February 2018

List of articles of January~February 2018


I will make a list of articles every last day of the month,
so that is easier for me and for everyone to refer~

 February 2018:
NESTLE 4th quarter 2017 financial report
HUPSENG 4th quarter 2018 financial report
F&N 1st quarter 2018 financial report
HARTALEGA 3rd Quarter 2018 Financial Report
How did I explain my investment
ALL IN!!! At shares investment


January 2018:
Important factors of share price rising
OFI 2nd Quarter 2018 Financial Report
Actually I don't like Bonus Issue & Share Split
F&N Annual Report 2017
How I calculated my investment return(ROA & ROE)
My investment return for year 2017
My Twitter : @TheCellist86
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2018年1月~2月文章目录


每个月的最后一天都会做个目录，方便自己也方便大家~


2018年2月：
NESTLE 2017年第4季度财政报告
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN


2018年1月：
股价上涨的要素
OFI 2018年第2季度财政报告
其实我讨厌红股与拆细
F&N 2017年度财政报告
我的投资回酬计算方式(ROE & ROA)
我的2017年投资成绩




我的脸书专页
我的推特：@TheCellist86
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Tuesday, 27 February 2018

NESTLE 4th Quarter 2017 Financial Report


Today let's talk about NESTLE which shares price sky-rocketed not long ago.

 Here is the latest financial result of NESTLE:

 Hmmm....
Revenue grew by 2.5% while gross profit grew by 1.1%,
quite disappointing actually....

 Then continued to read,
Wow!
Profit almost doubled!

 Before feeling too happy,
let's see what were the reasons:

The reason is written above.

 Basically,
since the Chinese New year for 2018 is a bit later than last year,
so the Marketing investment can be delayed to Q1 2018,
no need to spend so much on marketing in Q4 2017....

 Above also mentioned that the export business dropped by 3.2%,
and the reason is because later phasing of Chinese New Year?
Since Chinese New Year is a bit later, so the Marketing investment was delayed,
consequently the export dropped?

 Wah.......
Chinese New Year is really a world wide festival,
it did influence the export segment of company as well,
okay......I learnt(?) a new knowledge.......
.........
Not only I don't understand shares price of NESTLE,
I think I also don't understand the business of NESTLE already.............

Anyway,
if looking at the full year,
the revenue still grew by 3.9%.

 Local revenue grew by 4.1% while export grew by 3%.
Above also mentioned that the new products have contributed strong growth to the turnover.
Okay this one I understood,
a lot people bought MAGGI Hot Mealz whenever I was at supermarket......

 Lastly is Dividend, the favorite of everyone:

 135sen......
5sen more if comparing with previous year~
Atleast the company is trying to distribute more dividends.......

 Anyway,
the financial result of this quarter is within my expectation.
The management mentioned before that Q4 2017 result will be better since different phasing of Marketing investment,
I am glad that what they said came true.

 So here is the question,
the marketing investment is delayed due to late Chinese New Year,
if next quarter the marketing investment is higher,
then the financial result will................??

 Investment is about doing own thinking, making own decision.

 Thanks for reading.











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NESTLE 2017年第4季度财政报告


今天就来谈谈股价涨势惊人的NESTLE好了。

 话说NESTLE不久前就出了财政报告：
嗯......
营业额成长2.5%，毛利成长1.1%，
挺令人觉得失望的............

 结果再往下看，
盈利起了将近一倍！

 高兴之前，
先看看理由是什么。

理由在上面。

 简单来说，
就是今年(2018)的农历新年比较迟，
不用提早在2017年第4季度就花费宣传和促销，
可以把这些费用挪后到2018年第1季度.....

 上面也有提到说第4季度的出口业务下滑3.2%，
理由是2018年的农历新年比较迟？
因为农历新年迟了，所以推迟Marketing investment，
导致出口业务下滑？

 果然华人农历新年是世界性的节日，
连公司的出口业务都会受影响，
我学(?)到了新知识..........
............
除了越来越不明白NESTLE的股价，
我也越来越不明白NESTLE的业务了...............

看一整年的话，
NESTLE的营业额还是成长了3.9%。
当中本地成长4.1%，出口增长3%。
还有说到新推出的产品纷纷提供了强劲的营业额成长。
这个我能明白，特别是MAGGI Hot Mealz真的很多人买....

 最后当然是人人喜欢的股息：

 135sen......
比去年多了5sen~
可以看出公司很努力地想派出比去年更多的股息.....

 总而言之，
这一季的业绩是预料之中，
也很庆幸管理层说过Marketing investment会推迟，所以第4季的业绩会很好看的发言也成真。

 那么问题来了，
农历新年不是不来，而是迟来。
同样地，
Marketing investment不是不做，而是迟做。

 如果下一季的Marketing investment提高的话，
业绩会.......... ？？

 投资就是自己思考，自己做决定。
感谢阅读。



以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
HUPSENG 2017年第4季度财政报告
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86

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Thursday, 22 February 2018

HUPSENG 4th Quarter 2017 Financial Report


Today I would like to talk about HUPSENG which released the financial report before Chinese New Year.


The good news is that there was growth in revenue,
not only in domestic market, but also China market.
Growth in both domestic and foreign market, double good news~

 But how about the Myanmar market that facing difficulties in previous quarter?
There was no any mention about it..........

 For the profit:

 Even the revenue increased,
but higher input cost and promotion expenses still caused the fall of profit....

 If looking at the financial result of whole year:
Revenue increased especially the encouraging news for China market,
but the profit......

 Prospects by management:
Costs pressures are the main problem that HUPSENG is facing.
The company will enhances operating efficiency and try to increase revenue to overcome the problem.
Well... we can only hope that management will do their best for it.

 Then the dividend:
Another 2 sen dividend,
altogether the total dividend for year 2017 is 6 sen.
Dividend is more than the profit,
thanks HUPSENG~

 Let's hope that HUPSENG financial result will improve more for this year 2018!
Well...
might be no improvement too....

 Investment is about doing own thinking, making own decision.

 Thanks for reading.








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HUPSENG 2017年第4季度财政报告


今天想写写农历新年前就出业绩的HUPSENG。

令人开心的是营业额有所增长，
不只是本地，连中国市场也在增长，
本地和出口，双喜临门~

 不过之前下跌严重的Myanmar市场呢？
没有提及了......

 盈利方面：
虽然营业额有增长，
但还是原料成本上涨和促销费用抵消了，
所以盈利是下跌的......

 如果看全年的业绩：
好事是营业额有增长，
特别是中国市场方面有令人振奋的消息。
但盈利方面.......
加油吧！HUPSENG！

 管理层的发言：
总之原料成本始终是个问题，
公司会继续提升工厂效率和加强销售来应付，
一切就交给管理层了。

 然后大家最爱的股息：
又是2分股息，加起来全年有6分。
股息派的比赚的多，
感谢管理层~

 接下来就让我们期待2018年的HUPSENG会有怎样的进步吧！
当然，
也有可能什么进步也没有......

 投资就是自己思考，自己做决定。

 感谢阅读。



以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
F&N 2018年第1季度财政报告
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN
股价上涨的要素



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86


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Friday, 16 February 2018

F&N 1st Quarter 2018 Financial Report


Whenever we go to visit other people's house during Chinese New Year,
we will always have some drinks,
so today let's have a look at the latest financial report by F&N.

The revenue reduced by 2%,
but the profit reduced by more than 20% comparing with the corresponding quarter last year.....

For Malaysia operation:

The revenue reduced by 7.2%.
A lot reasons were given.....
Contraction in beverages market,
late CNY,
floods,
expenses of post transformation progamme,
the only good news is double digit growth of export....

The profit was worse, dropped by 39.8%,
but good news is that...
input costs should be lower from now on.

For Thailand operation:
Revenue increased slightly but profit dropped a bit.
The good news is that,
double digit growth of export to Indochina region.

Prospects by management:
All the same old things were mentioned,
contraction in beverages market and intense competitive price pressure,
hopefully the transformation programme will bring more fruitful results later!

 Also being mentioned that....
the strengthening Ringgit and Thai Baht will be benefiting,
but might be a challenge to exports business.

 Even though the latest financial result is not very good,
but the shares price of F&N still around RM30,
seems like everyone still has high hope on F&N.

 Will F&N submit a financial result which is worthy of RM30 shares price at next quarter?
Let us look forward to it!

 Investment is about doing own thinking, making own decision.

 By the way,
feel free to drink a few more cans of 100PLUS if the weather is too hot during CNY~

 Thanks for reading.




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F&N 2018年第一季度财政报告


农历新年一到，
去亲戚家拜年时都会喝汽水饮料，
所以今天就来看看F&N最新出的财政报告。

营业额稍微少了2%，
但盈利却比起去年同一季少了20%以上......

先来看看马来西亚部分：

马来西亚的营业额下降了7.2%。
理由给了一大堆.....
饮料市场萎缩，
农历新年比较迟，
一些地方水灾，
改革计划的开销，
唯一开心的就是出口业务由双位数增长.....

盈利更惨，跌了39.8%。
好消息是根据上面所写，
原料成本现在开始降低了。

泰国业务方面：

营业额稍微增加但盈利下跌一点点。
比较值得注意的是，
出口到Indochina区域有两位数的成长。

管理层关于未来的展望：

都是一些老生常谈的话题，
本地的饮料市场萎缩和低价竞争，
希望之前的大改革可以在接下来的季度带来好的成果吧！

  也有提到说马币和泰铢走强，会对进口原料有好处，
但会影响出口业务。

 尽管最新的业绩不见起色，
但F&N股价却在RM30左右，
显然大家对F&N有很大的期望。

 那么究竟F&N能不能够不负众望，
在以后拿出配得上RM30股价的业绩呢？
就让我们拭目以待吧！

 投资就是自己思考，自己做决定。

 过年天气炎热的话，
请喝多几罐100PLUS消暑解渴~
感谢阅读。


以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
HARTALEGA 2018年第3季度财政报告
我如何解释我的投资
在股票投资上ALL IN
股价上涨的要素
OFI 2018年第2季度财政报告

其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86
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Sunday, 11 February 2018

HARTALEGA 3rd Quarter 2018 Financial Report


Here we are again,
the month of financial reports.
So most of the articles of this month will be focused on the financial reports of some companies.

 The company that I am going to write about today,
is the famous glove company HARTALEGA.

 Let's have a look at the latest performance:

 Good performance,
the explanation by management:

 Basically,
since the sales volume increased by 36.2%,
so the revenue grew by 32.2%.

 The growth of sales volume was more than the revenue,
so which meant that HARTALEGA adjusted down the price of glove?

 PBT grew by 77.3%,
because of growth in revenue and lower cost incurred by improvement of production efficiencies,
also some net foreign exchange gain.

 Then,
let's have a look at the comparison of performances between this quarter and last quarter:

Comparing with previous quarter,
the revenue and PBT grew a little.

 Commentary on prospects:
Basically,
since China still pushing for strict environmental laws,
so the demand of gloves still rising.

 10 production lines out of total 12 lines in Plant 4 have been commissioned,
Plant 5 also being constructing now.

 The new anti-microbial gloves will be launched at Europe around April to June year 2018.
For US market, approval by FDA still in the process.
At last,
management even stated that they will price this new product competitively......

 For dividend:
Dividend is increased again~
Every shareholder is happy now~

 Not only that,
Bonus Issue of 1:1 also being announced,
which I don't really like it.....

 Next time when I tell people that I bought HARTALEGA at price around RM9,
hold until now RM5, I earned.
They will think I am crazy again....

 Anyway,
the future of gloves still looks bright though~

 So here comes the question,
the share price is above RM11 now.
If didn't buy when it was around RM9 at 3 months ago,
are you going to buy it now at RM11 above?

 Investment is about doing own thinking, making own decision.

 Thanks for reading.



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HARTALEGA 2018年第3季度财政报告


不知不觉，
又来到财报月了，
所以这个月的部落格会集中在各家公司的财政报告中。

 今天要写的公司，
就是鼎鼎有名的手套公司--HARTALEGA。

 先来看看最新的业绩：

 亮眼的业绩，
管理层的解释：

 简单来说，
营业额成长了32.2%，
这是因为手套销售量增加了36.2%.

 手套销售量增加幅度多过营业额，
这么说HARTALEGA的手套降价了吧......

 税前盈利增加了77.3%，
这是来自于营业额的成长和生产效率提升降低了成本，
还有一些外汇兑换的优势。

 那么来看看第3季度与第2季度的业绩对比：

 相比上一季，
营业额和税前盈利都增加了少许。
管理层关于未来的发言：

简单来说，
因为中国的严格环境管制，
对于手套的需求仍然继续存在。

 公司目前的PLANT 4有12条生产线，目前已经有10条在运作着，
PLANT 5也在建设着。

 新类型的手套预计会在2018年的4月到6月间正式在欧洲登场，
美国市场方面仍在等着FDA的批准。
最后还加了一句，公司会以竞争性的价格来推销新手套......

 股息方面：
一直增加的股息，
绝对是股东们的最爱~

 然后还有人人喜欢，
但我不是很喜欢的一送一红股。
以后跟人说HARTALEGA我在RM9左右买入，
现在RM5左右，我赚了，
又要被人当疯子来看待......

 不管怎样，
手套市场的未来仍是值得一看。

 但问题来了，
股价最近已经RM11以上，
3个月前RM9左右时不买，
难道要现在RM11以上才卖吗？

 投资就是自己思考，自己做决定。

 感谢阅读。


以上言论没有任何买卖建议，
大家买卖自负。


最近文章：
我如何解释我的投资
在股票投资上ALL IN
股价上涨的要素
OFI 2018年第2季度财政报告
其实我讨厌红股与拆细



其他链接：
2018年文章目录
2017年文章目录
我的2017年投资成绩
关于本人
我的脸书专页
我的推特：@TheCellist86









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Tuesday, 6 February 2018

How did I explain my investment


What is investment?
Which companies I investing at?
Did you having a hard time trying to explain how did you invest?

 This is an old article that I wrote at 30th December year 2012,
I copied it here, translated it into English.
Of course, I added a bit of new thoughts too.

 Starting of old article:
I just came back after meeting with a friend.
We never met for almost a year already.

 My friend was curious about how I investing,
so I asked my friend to meet at AEON shopping mall,
to show my friend the crowds.

 After having lunch,
we went to the retail section,
had a look at NESTLE Maggi, Nescafe, Milo, Yogurt Bliss products,
also F&N milk cans, 100Plus bottles and Seasons drinks,
last but not least the blue sea formed by DLADY milk drinks.

 This is how I showed my friend about my investment principle:
"INVESTING ABOUT DAILY LIFE"

 My friend bought two books (30years of shares investment by Cold Eye and Conspiracy Of The Rich by R.Kiyosaki) and went home.
Hopefully my friend learnt a lot today.

 Ending of old article.
Looking at this article again,
I realized that I repeated those actions again last year.

 I also asked my friend to have lunch at AEON shopping mall,
then we went to retail section,
I showed him the yellow sea formed by Maggi, green sea formed by Milo, white sea formed by 100Plus and blue sea formed by Dlady milks.
Then we went to Popular Book Store and I suggested a few books for him,
anyway I forgotten which books he bought~

 If anyone is curious about how I invest at this year,
I will bring friend to see the things above,
plus Hupseng cookies, Cocoland candies and Pwroot coffee~

 Instead of talking with friend for a few hours,
I can easily let my friend understand my investment by bringing friend to walk around supermarket.

 So how did you explain your investment to other people?

 Originally I planned to stop at here,
but since today was a bear market,
so I decided to write more.

 Anyway,
today when I woke up,
I saw friends talking about the dropping in shares market at Whatsapp.
(Yeah right, I slept until the market opened.)

 Then,
I didn't rush to my laptop.

 Instead, 
I enjoyed my breakfast and coffee,
busy settling my own stuffs until 10.30am only open my laptop,

 A red sea,
finally there is Chinese New Year mood~

 I looked at my shares list,
thought for about 5 minutes,
then I key in an action for a shares that dropped quite a lot today.

 Then I closed my laptop,
went out to earn money.

 After earning money,
I went to AEON shopping mall and tour around the retail section.
Seems like I have the habit of going there every time when the market is bearish.

 At there,
I found GERY crackers which appeared in famous youtuber Ryuu's video in his youtube channel:
Ryuuu TV

The sweet cheese flavour that I bought,
is so~~~~~~~~~~~~~~~~~~~~ delicious~

 Now AEON is having promotion, 
so the original price of RM3.90 is reduced to RM3.00 only,
feel free to go buy one and try if you are interested~

 But after eating,
is better to use water and rinse the plastic bag before throwing it into dustbin,
if not,
your dustbin will be invaded by armies of ants~

 Just now,
after market hour,
I opened my laptop to see the closing price of shares in my watch list,
then read the financial reports of F&N and HARTA.

 That's how I spent the day~

 If you are curious about the changes in my investment portfolio,
please stay tuned for my conclusion of investment which will be written at........... early April~
Thanks for reading.



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