Thursday, 31 May 2018

2018年1月~5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5月：
AEON 2017年度财政报告+2018第1季度财政报告
最近的心情..........
大选之后的第一个股票交易日
HUPSENG 2017 年度财政报告
一个大家都忽略了的买股成本


2018年4月：
OFI 2018年第3季度财政报告
COCOLAND 2017年第4季度财政报告
小刀锯大树
NESTLE 2017年度财政报告
PBBANK的海外业务
我面对大选的投资策略
我的2018年第1季度投资回酬


2018年3月：
造神论
AEON 2017年第4季度财政报告
我的2012年投资成绩
PANAMY 2018年第3季度财政报告
一股致富！


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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List of articles of January~May 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~


May 2018:
AEON 2017 annual report + 1st quarter 2018 financial report
Some thoughts lately........
The 1st shares trading day after G.E.
HUPSENG annual report 2017
The cost of investment is much higher than we thought
April 2018:
OFI 3rd quarter 2018 financial report
COCOLAND 4th quarter 2017 financial report
Cutting down trees by using a small knife
NESTLE annual report 2017
Oversea business of PBBANK
My investment strategy for upcoming General Election
My investment return for 1st quarter 2018


March 2018:
Human tendency and idolization
AEON 4th quarter 2017 financial report
My investment return for year 2012
PANAMY 3rd quarter 2018 financial report
Diversification VS Focused Investing


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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Friday, 25 May 2018

AEON 2017年度财政报告+2018年第1季度财政报告


今天来看看AEON最新出炉的年报好了。

 首先来看看过去5年的营业额，从右到左：

 营业额每年都在增加，看起来挺漂亮的。

 然后再看看盈利，同样是从右到左，千万别看错方向！

 盈利年年下跌，
但在2017年总算有稍微回升.........

 然后AEON在马来西亚的分布图:
暂时只有在西马..............
不过东马那里即将有AEON了~

 AEON Mall的数量:

 现在一股RM2左右，
只要买个1lot，
你就是AEON股东，
全马的AEON你都有股份，爽吧？

 别误会，
我只是开玩笑而已，并没鼓励买卖AEON股票。

 2017年，
主要的事情有:

 首先是AEON降低在ILMM的股份，
从中提拨了一笔损失，
然后卖了AEON Mahkota Cheras那里，
一得一失。

 AEON的产业管理方面:
有取得10.5%的增长，
然后occupancy rate是90.9%。

 然后今年会在Kuching, Sawarak开mall，
正式在东马插旗~

 Nilai, Negeri Sembilan那里也预计在2019年开一间：

 以上就是一些我觉得值得注意的重点，
充满了我个人的想法和主见，
要是有心想投资AEON的，
我建议各位还是亲自去阅读年报比较好。

 AEON的两大收入来源：租金和零售。

 基本上零售那里的收入从GST开始过后就几乎废了，
这几年都是靠租金在支撑，
一直到2017年才稍见起色。

 再看看最近各大消费公司的财政报告，
都可以看到营业额上涨，
显示消费情绪有恢复的迹象。

 但问题是.....
AEON在跟WCT打着的官司，
肯定会对财务造成挺大的影响。

 有好的消息，但也有坏的消息。

 这篇文章在AEON出了年度报告后就写好了，
一直拖到现在连2018年的第1季度财政报告都出炉了。

 最新的财政报告：
各方面都有所进步，
管理层的发言：
还信誓旦旦地说2018年的业绩会有所进步。

 AEON Bukit Tinggi方面，
AEON已经败诉，但决定appeal，
真的是死都不肯放手那里...................

 投资就是自己思考，自己做决定。

 感谢阅读。







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AEON 2017 Annual Report + 1st quarter 2018 financial report


Today let's have a look at AEON latest annual report.

 First,
let's see the 5 years revenue, from right to left:

The revenue grew every year, the chart looked pretty~

 Then let's have a look at the 5 years profit, again from right to left,
please don't mistaken the direction!
The profit kept dropping every year,
and finally a little bounced back at year 2017...........

 The location of all AEON malls at Malaysia:
Currently only at West Malaysia,
but soon there will be AEON mall at East Malaysia as well~

 The amount of AEON mall:

Now the AEON shares price is around RM2,
just buy 1 lot then you are the shareholder of AEON,
which means you own all the AEON mall in Malaysia, sounds fun right?

 LOL just joking,
I wasn't encouraging anyone to buy/sell AEON shares.

 For year 2017:

 ILMM ceased to be subsidiary of AEON and became associate,
form there an impairment loss was recognized,
also the AEON Mahkota Cheras was sold,
one loss one gain.

 For property management segment:
There was a 10.5% growth,
and the occupancy rate is 90.9%.

 For year 2018,
there will a new mall opening at Kuching, Sawarak,
AEON finally set foot on East Malaysia~

Another mall will be opened at Nilai, Negeri Sembilan at year 2019:

That's all the points that I think is important to take note,
anyway, this is full of my personal opinion and view,
if you really want to invest at AEON,
I strongly suggest you to read the annual report by yourself.

 The two main income streams of AEON: Property management & Retailing.

 Basically,
the income from Retailing segment was very bad since GST started,
so for this few years AEON relied heavily on rental income,
until year 2017 only things gotten a bit better.

 By looking at the financial reports from various consumer companies,
I realized that the revenue of those companies rose,
so maybe.... just maybe that the people willing to consume more again....

 But the problem is........
AEON is having lawsuit with WCT,
and this will definitely impact the business of AEON.

 Bad news come with good news.

 This article was written few days after the annual report was released,
but I kept until the 1st quarter 2018 financial report was released,
then only put all everything into one article.

 The latest financial report:

Improvements were seen,
even the prospects by management:
So confidently saying that the Company expects its performance for year 2018 to improve~

 As for AEON Mall Bukit Tinggi,
AEON lost in lawsuit but decided to appeal,
really die die also don't want let go...............

 Investment is about doing own thinking, making own decision.

 Thanks for reading.


I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

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Saturday, 19 May 2018

最近的心情............


注：与投资无关，纯粹最近心情分享。
话说自从马来西亚政府变天后，
股市蒸蒸日上，
我投资组合内的公司股价都上涨不少，
照理说应该非常开心才对，
但我的心情却一直很低落...

 为什么呢？

 话说.............
今年3月尾开始，
我每晚睡觉睡到一半都会被背后疼痛痛醒，
不管以怎样的姿势来躺都疼得无法再次入睡，
被逼起身站着或坐着一个小时，
然后疼痛消失，
才能继续躺着睡觉。

 当然，
为了这问题，
首先是怀疑内脏问题，
就验血验尿，
结果内脏功能一切正常。

 但是，
却发现我的LDL是3.2（正常要少过2.6），
然后空腹血糖是5.4(正常要少过5.4)，
因为后背疼痛去验血却发现别的问题，
实在是............-_-

 确定不是内脏问题后，
医生给了我一个星期的止痛药，
说是肌肉问题，慢慢康复就好。

 一个星期的止痛药服完，
疼痛还是持续，
医生只好让我去医院照X光。

 这一照就不得了，
原来我居然有脊椎侧歪！！

 因为后背疼痛去照X光，却发现有别的问题，
实在是............-_-

 从一开始的后背疼痛，
到现在加上高LDL，高空腹血糖，脊椎侧歪。

 这些坏消息令这几天股市赚到的钱都无法令我高兴起来。

 果然，
健康才是最重要的。

 希望大家忙着赚钱之余，
也不好忽略自己的健康。

 感谢阅读。







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Some thoughts lately...............


PS: This article has nothing to do with investment, just some sharing on what happened to me lately.
So....................
since the change of government,
Malaysia shares market kept rising,
and the shares price of the companies that I invested also rose a lot,
so I should be very happy...........
However I didn't feel that much happy..........

 WHY?

 Starting at end of March,
I always woke up at the middle of night due to back pain,
and no matter which sleeping posture I tried also can feel the pain,
so I was forced to stand up or sit for 1 hour,
then the pain will go away,
only I am able to fall sleep again.

 First,
the doctor suspected that it might be kidney problem,
so we did a medical check up,
and found that all my organs functioning normally.

 HOWEVER.............

 We also found out that my LDL is 3.2 (normally should be lower than 2.6),
and fasting blood glucose level is 5.4 (normally should be lower than 5.4),
I went to do medical check up to find out the reason behind my pain,
but ended up discovering something else................-_-

 After confirming it is not organs problem,
the doctor gave me painkiller for 1 week,
he said it should be muscle problem,
just give some times to rest.

 After 1 week plus,
the pain still occurs at the middle of my sleep,
so the doctor recommended me to take a X-ray.

 Guess what??
I have scoliosis!!

 I went to take X-ray to find out the reason behind my back pain,
but ended up discovering something else...........again -_-

 So now back pain,
high LDL, high fasting blood glucose level, scoliosis.

 Even though the value of my investment portfolio rose a lot,
but I didn't feel really happy......

 Since,
being healthy still the most important in my life.

 Everyone please don't neglect your health while busy earning money.

 Thanks for reading.


I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.


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Monday, 14 May 2018

大选之后的第一个股票交易日


马来西亚大选在5月9日投票，
而股市则一直到5月14日才重新开市。

 毕竟是换了政府后的第一个股票交易日，
值得纪念的一天，
所以在此稍微记录一下。

 大选前，
我的投资回酬是ROA=5.15%，ROE=6.18%。

 今天闭市后，
我的投资回酬是ROA=9.96%，ROE=11.95%，
回酬几乎翻倍。

 主要归功于：
AEON上涨了41sen，
AEONCR上涨了42sen，
HUPSENG上涨了10sen,
LPI上涨了38sen，
NESTLE上涨了RM5.80，
PANAMY上涨了RM1.10。

 然后我也把一部分上次在RM2.02买进的AEON以RM2.38的价钱卖出，
结果闭市的价格是RM2.45.......................

 至于接下来股市会如何发展呢？

 对我来说一切仍然都是未知，
但不管怎样，
我都会一直把超过100%的身家投资在股市里。

 还有，
虽然一直以来都已经知道，
但今天更加令我确信，
绝对不能碰官联股。

 而且，
马股好公司那么多，
何必冒风险去碰官联股呢？

 不过...........
既然换了政府，
可能未来的官联股会是好的投资也说不定？

 投资就是自己思考，自己做决定。

 感谢阅读。






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The 1st shares trading day after G.E.


The voting day for Malayisa General Election was held at 9th May,
and Malaysia shares market only resumed the trading day at 14th May.

 Since today was the 1st trading day after changing the government,
so I will write something down here for this remarkable day.

 Before the voting day,
my investment return was ROA=5.15%, ROE=6.18%.

 After trading hour ended today,
my investment return is ROA=9.96%, ROE=11.95%,
almost doubled.

 My return for today were mainly contributed by:
AEON (+41sen)
AEONCR (+42sen)
HUPSENG (+10sen)
LPI (+38sen)
NESTLE (+RM5.80)
PANAMY (+RM1.10)

 I also sold some portion of AEON shares that I bought at RM2.02,
sold at RM2.38,
and now RM2.45.........................

 As for what will happen to the shares market at the future?

 For me,
whatever at the future is always "UNKNOWN".
However,
I will continue to put more than 100% of my capital in the shares market.

 Oh yeah,
even though I already knew this since long time ago,
but after today I am confirmed that.............
NEVER TOUCH GLC COMPANIES.

 There are so many good companies in Malaysia shares market,
so why should we put ourselves at risk to invest at Government-Linked Companies?

 But.................
who knows,
maybe GLC companies will be a good investment at the future after changing government?

 Investment is about doing own thinking, making own decision.

 Thanks for reading.


I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.


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Wednesday, 9 May 2018

HUPSENG 2017年度财政报告


今天来看看HUPSENG年报。

 首先看一看一些基本的资讯：
其实HUPSENG的营业额还是挺不错的，
几乎年年都有进步。

 只可惜..............
盈利就...................

 过去5年的派息：

 可以看到过去3年的股息派得超多的，
所以PE才会那么高。

 海内外营业额的比例：

目前本地是70.9%，海外是29.1%。

 然后年报里这一句话挺让人在意的：

More aggressive promotion planning.....
看来今年的广告宣传开销可能会比2017年提升很多吧........
希望不会影响到股息的派发。

 Production方面：


工厂产能的使用率是82%。
当中Cracker series的生产线是100%使用率，
原订计划是增加多一条生产线，
但次计划却延迟到2020年了。

 然后也换了两条baking lines，
以及使用auto stacking systems。

 可见得现在每家公司都在追求自动化了，
我们也是时候想一想，
自己现在所做的事情有一天会不会被机器所取代？
未来会不会有一天机器人也写投资部落格？

 新产品：

 Premium Chocolate Cookies??
我饶了绕附近的霸级市场，没看到啊........-_-)

 出口方面：

前5名贡献了超过一半海外营业额的国家是：
Thailand, Saudi Arabia, Indonesia, Singapore和Myanmar。

 而且好消息好像挺多的：

首先海外市场的营业额进步了8%，
当中Saudi Arabia的时常更是取得了41%的增长。
然后上面的前5名国家之后，
第6名就是中国，
2016年还是第10名，如今却攀上第6名。

 很好，
这就是我想要的，
不只本地市场做得好，
也会积极开发海外市场。

 年报就到这里结束。

 公司积极扩展海外市场是好事，
但海外市场可不像马来西亚，
一定有很多强势的对手。

 就拿Indonesia的Garuda公司来说好了，
Gery Crackers还挺好吃的。

 究竟HUPSENG扩展海外市场能不能一直顺利下去呢？

 投资就是自己思考，自己做决定。

 感谢阅读。







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HUPSENG Annual Report 2017


Today let's have a look at the annual report of HUPSENG.

 First,
some basic financial informations:
Actually the revenue of HUPSENG is quite good,
almost have improvement every year.

 However..........
The profit..............

 The dividends for past 5 years:

Since year 2015,
HUPSENG distributed most the profit as dividend,
that's why the company is able to maintain the high PE.

 The ratio of domestic and export market:

Currently,
domestic market was 70.9% while export was 29.1%.

 Then,
this sentence quite caught my attention:

More aggressive promotion planning.....
Seems like the marketing expense will be more higher than year 2017..........
Hopefully it won't affect the future dividend distribution.

 For production:
：

The capacity utilization was averagely 82%.
The production lines for cracker series was at full capacity,
and an additional Cracker line is planned to replace the existing old line,
but the plan will be delayed to year 2020.

 Also, the company will replace two baking lines,
and start using auto stacking system.

 Now every company also go for automation,
is time for us to think.....
the works that we are doing now, will it be replaced by AI one day?
Will there be a day when...... everyone will be reading investment blog written by AI??

 New product:

Premium Chocolate Cookies??
I did look around in a shopping mall nearby, but couldn't find it though.........-_-)

 For export:

The top five countries which constitutes about 57% of total export revenue:
Thailand, Saudi Arabia, Indonesia, Singapore, Myanmar.

 Seems like a lot of good news for export segment:

First,
the sales revenue for export increased by 8%,
and Saudi Arabia hit 41% growth.
Also,
China jumped to 6th largest market form 10th in 2016~

 GOOD,
that's what I have been looking for.......
A company that not only doing well in domestic market,
but also keep expending to oversea market.

 That's all for the annual report.

 It is good for the company to expand to oversea,
but the oversea market will not be the same as Malaysia market,
a lot of strong players will be there.

 For example the Garuda company from Indonesia,
the Gery Crackers is quite delicious

 Will HUPSENG be able to withstand all these strong opponents and keep on growing the export segment?

 Investment is about doing own thinking, making own decision.

 Thanks for reading.

I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

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