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Market Date: 17 Aug 2018

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* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.

DateFinancial
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31 May 201831 Dec 2018131 Mar 2018276,75911,5888,6784.530.003.180 Malaysia Stock - KLSE Quarter Report History
26 Feb 201831 Dec 2017431 Dec 2017257,38511,89313,4287.054.503.179 Malaysia Stock - KLSE Quarter Report History
29 Nov 201731 Dec 2017330 Sep 2017287,54615,87212,4696.560.003.116 Malaysia Stock - KLSE Quarter Report History
24 Aug 201731 Dec 2017230 Jun 2017269,0699,6377,2963.850.003.102 Malaysia Stock - KLSE Quarter Report History
30 May 201731 Dec 2017131 Mar 2017267,8798,6236,1953.270.003.082 Malaysia Stock - KLSE Quarter Report History
28 Feb 201731 Dec 2016431 Dec 2016292,46814,52911,9016.364.503.062 Malaysia Stock - KLSE Quarter Report History
24 Nov 201631 Dec 2016330 Sep 2016247,91313,48810,9165.850.002.974 Malaysia Stock - KLSE Quarter Report History
25 Aug 201631 Dec 2016230 Jun 2016265,00312,68610,1425.450.002.942 Malaysia Stock - KLSE Quarter Report History
26 May 201631 Dec 2016131 Mar 2016252,42615,80311,5286.230.002.883 Malaysia Stock - KLSE Quarter Report History
29 Feb 201631 Dec 2015431 Dec 2015238,06714,60010,8995.983.502.844 Malaysia Stock - KLSE Quarter Report History
17 Nov 201531 Dec 2015330 Sep 2015197,8079,9718,5324.690.002.074 Malaysia Stock - KLSE Quarter Report History
26 Aug 201531 Dec 2015230 Jun 2015185,3616,6755,0832.800.002.029 Malaysia Stock - KLSE Quarter Report History
1234

DateFinancial
Year
Ex-DateEntitlement
Date
Payment
Date
Entitlement TypeDividend
(Cent)
Dividend
(%)
Details
27 Apr 201831 Dec 201729 Jun 201803 Jul 201817 Jul 2018First and Final Dividend4.50000.00 Malaysia Stock -  Dividend
27 Apr 201731 Dec 201630 Jun 201704 Jul 201718 Jul 2017First and Final Dividend4.50000.00 Malaysia Stock -  Dividend
28 Apr 201631 Dec 201529 Jun 201601 Jul 201615 Jul 2016First and Final Dividend3.50000.00 Malaysia Stock -  Dividend
28 May 201531 Dec 201421 Jul 201523 Jul 201504 Aug 2015First and Final Dividend3.00000.00 Malaysia Stock -  Dividend
02 Jun 201431 Dec 201318 Jul 201422 Jul 201405 Aug 2014First and Final Dividend3.00000.00 Malaysia Stock -  Dividend
03 Jun 201331 Dec 201216 Jul 201318 Jul 201301 Aug 2013First and Final Dividend2.50000.00 Malaysia Stock -  Dividend
04 Jun 201231 Dec 201123 Jul 201225 Jul 201208 Aug 2012First and Final Dividend2.50000.00 Malaysia Stock -  Dividend
07 Jun 201131 Dec 201025 Jul 201127 Jul 201110 Aug 2011First and Final Dividend2.50000.00 Malaysia Stock -  Dividend
25 May 201031 Dec 200923 Jul 201027 Jul 201010 Aug 2010First and Final Dividend5.00000.00 Malaysia Stock -  Dividend
03 Jun 200931 Dec 200827 Jul 200929 Jul 200912 Aug 2009First and Final Dividend5.00000.00 Malaysia Stock -  Dividend
03 Jun 200831 Dec 200730 Jul 200801 Aug 200815 Aug 2008First and Final Dividend4.00000.00 Malaysia Stock -  Dividend
01 Jun 200731 Dec 200630 Jul 200701 Aug 200715 Aug 2007First and Final Dividend3.00000.00 Malaysia Stock -  Dividend
12

DateEx-DateEntitlement
Date
Transfer
Date
TypeRatioRight Issue
Price
Details
18 Aug 201002 Sep 201006 Sep 201006 Sep 2010Bonus Issue2 : 50.000 Malaysia Stock -  Bonus/Rights Issue
17 Aug 201002 Sep 201006 Sep 201006 Sep 2010Bonus Issue2 : 50.000 Malaysia Stock -  Bonus/Rights Issue
17 Aug 201002 Sep 201006 Sep 201006 Sep 2010Others2 : 10.000 Malaysia Stock -  Bonus/Rights Issue

YEELEE (5584) : YEE LEE CORPORATION BHD
okass87
Member Star
Posts: 176
Joined: Dec 2011
Male, MYS
27 Feb 2014, 10:16 PMPost #1

FROM 股帮闲聊

公司名字 : 義利 (YEELEE)
代号 : 5584
市值 : 两亿三千万零吉 (230m)
每股净利 (最近四个季度) : 18.78仙
本益比 : 6.9倍
每股资产 : 1.77 零吉
现价 : 1.29零吉
目标价 : 1.87零吉
信心指数 : ★★★

业务 YEELEE的业务:
出产各类消费产品(食用油为主)和代理其他消费产品

前途 YEELEE今年成长不多,但依然成长。后几年,依然会持续成长。

1) SPRITZER的成长带动了YEELEE的成长。
2) 盈利赚幅改善
3) 不断进化为更全面的公司。

分析
1) SPRITZER的快速成长,拥有了30%的市场占有率。从两年前,SPRITZER只贡献YEELEE两百六十万。至去年首九个月就已经贡献了近五百万的盈利。预计整年会贡献几乎六百五十万的盈利。

2)虽然矿泉水竞争激烈,但很多的矿泉水公司都寻找Chuan Sin Sdn.Bhd.生产。而Chuan Sin Sdn.Bhd.正是SPRITZER子公司。

3)虽然YEELEE失去了几个品牌的代理权,但公司不断继续寻找更适合,拥有更高赚幅的合作伙伴。

4)YEELEE除了生产食用油,也已经进军油棕,让公司拥有了控制上游至下游的权力。

总结
以公司的稳定成长的前景判断,6.9倍的本益比有点低估了它。公司或许在2014年可取得22仙的每股盈利,以如今的股价来推算,本益比只有5.86倍。 假设用本益比8.5来计算,此股值1.87零吉

共勉之


okass87
Member Star
Posts: 176
Joined: Dec 2011
Male, MYS
27 Feb 2014, 10:19 PMPost #2


FROM : 闲谈股市,理财篇 (丐帮)

顺势投资Yeelee(严重被低估的消费股)

现价:1.26
目标价:2.50
信心指数:70%

~行业属性:消费股
~本益比:6左右
~ROE:10

【大马消费股】
NTPM(有royal gold,premier,compact,diapex,intimate多项品牌)
NESTLE(有kitkat,milo,nescafe,nestum多项产品)
POWER ROOT(有ali cafe,power root,ah huat白咖啡多项品牌)
PADINI(有seed,vincci,pdi,brand outlet等多项品牌)
F&N(有100plus,my cola,F&N diary等多项品牌)
DUTCHLADY(有dutchlady 牛奶品牌)
OLDTOWN(有oldtown white coffee 品牌)
HUPSENG(有乒乓牌饼干)
以上这8家消费股的本益比都超过13

【和yeelee有联系的品牌】
今天就和大家介绍一家本益比低,但拥有多项品牌的yeelee
那到底有什么yeelee产品是会在大家在日常生活中出现的?
1)红鹰油
2)red bull &campbell批发权
3)morning kiss 牙膏
4)spritzer矿泉水
5)spritzer pop
6)替reckitt benckiser批发多项著名国际品牌(包括dettol,durex,scholl,strepsill)

想了解更多过于reckitt bencksier
可以浏览这个链接:http://www.rb.com/our-brands

诺想了解更多关于yeelee的产品
可以浏览这个链接:http://www.yeelee.com.my/index/our_products.htm

【yeelee业务简约】
yeelee 业务可分为4个部门
1)种植业
2)贸易部门
3)制造业部门
4)联号公司32.26%的 spritzer

1)公司种植部门
棕油业务:有两大片油棕地,位于tapah和gopeng,总面积为677acre(这两片土地都是freehold)
茶叶业务:2046acre土地,位于sabah,610acre是种茶叶,尚未种植地段面积:1436acre
在这1436acre未种植地段,公司正在探讨研究要耕种棕油

2)贸易部门
在2011年,由于公司失去dutch lady和P&G的批发权,导致业绩下滑
但公司手上仍然握有着red bull 和campbell 批发权
而且公司凭着卓越的经验能力,成功在去年拿下Reckitt Benckiser和 BIC 的批发权

3)制造业部门
在制造业方面,包括提炼棕油,包装(在大马和越南的aerosal can业务,纸箱业务)
公司拥有两家棕油提炼厂(公司所生产的鲜串棕油都送去自家的提炼厂提炼crude palm oil)
至于包装业,公司主要是制造aerosal can和纸箱
最让人鼓舞的是,公司在越南包装业务不断扩大,2013年尾,越南新厂会投入运作
相信越南新厂的贡献,下个季报,公司的净利会有突破性成长
而且制造业是在yeelee盈利贡献上,是贡献最大的部门,超过70%

4)联号公司32%spritzer
以市价计算,yeelee 持有32%的spritzer就价值超过0.7亿
spritzer的 产品包括大家熟悉的spritzer pop,spritzer矿泉水
http://www.spritzer.com.my/html/products.aspx

【冷眼】是30大股东之一
【弱点】不是net cash company,股息不高

【后语】一家消费股本益比只有区区6左右,越南新厂投入运作,拥有677acre棕油地,两间炼油厂,和610acre茶叶地,未来可能种植油棕地1436acre,而且近期还获得rickett benckiser的代理权,可说是一家严重市场低估的消费股

共勉之
okass87
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Posts: 176
Joined: Dec 2011
Male, MYS
09 May 2014, 10:47 PMPost #3

券商買進心頭好.連續21年強勁盈利紀錄 義利估值嚴重遭低估

券商:肯納格證券研究

目標價:2.10令吉

義利(YEELEE,5584,主要板消費)自1993年上市以來,盈利連續21年取得強勁紀錄,但本益比相比同行卻遭低估,我們有信心該公司盈利前景將持續明朗。

 該公司股價雖曾取得高達24%漲幅,但目前本益比僅達9.6倍,相比同行的17.2倍,相等于44%折價,嚴重被低估。我們認為這是不公平,因義利未來前景仍持續增長,加上盈利取得良好表現。

 該公司核心盈利比我們預計的來得高,主要是其聯營公司必勝(SPRITZR,7103,主要板消費)在銷售額增長和成本降低下,于本財年首季貢獻230萬令吉,帶動義利核心盈利提高。

 另外,該公司營業額漲幅受限制;雖然種植業務稅前盈利轉虧為盈,但貿易和製造業務稅前盈利有所下降,影響該公司營業額;同時正如預期所說,該公司在首季並沒有派發股息。

 我們看好必勝貢獻將持續提高,因此分別調高義利2014和2015財年核心盈利達1%,至3400萬令吉和3780萬令吉。整體而言,預計該公司本財年核心盈利料有望增長8%,至3400萬令吉。

 義利週五(9日)閉市時報1.85令吉,起4仙,成交量63萬9100股。

http://www.chinapress.com.my/node/524548


okass87
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Posts: 176
Joined: Dec 2011
Male, MYS
10 May 2014, 02:47 PMPost #4

义利 较同行折价44%

http://www.nanyang.com/node/620013?tid=709
okass87
Member Star
Posts: 176
Joined: Dec 2011
Male, MYS
10 May 2014, 02:49 PMPost #5

券商買進心頭好.連續21年強勁盈利紀錄 義利估值嚴重遭低估

http://www.chinapress.com.my/node/524548

Asriel
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Posts: 142
Joined: May 2012
Male, MYS
12 May 2014, 08:31 PMPost #6

券商買進心頭好.連續21年強勁盈利紀錄 義利估值嚴重遭低估

...okass87 @ 10 May 2014, 02:49 PM

Thank you for highlighting so many info about this counter. Indeed I have already spotted this counter is very much undervalue few weeks ago. And now I will probably join you for long term.notworthyrolleyes
Asriel
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Posts: 142
Joined: May 2012
Male, MYS
12 May 2014, 08:31 PMPost #7

券商買進心頭好.連續21年強勁盈利紀錄 義利估值嚴重遭低估

...okass87 @ 10 May 2014, 02:49 PM

Thank you for highlighting so many info about this counter. Indeed I have already spotted this counter as very much undervalue few weeks ago. And now I will probably join you for long term.notworthyrolleyes
Asriel
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Posts: 142
Joined: May 2012
Male, MYS
19 Aug 2014, 11:59 AMPost #8
I wonder why is there a drop in profit by 15% even though the revenue has increased by6.9%? I didn't find such explanation in the company website, neither in Bursa site. Does anyone know how or where to find such info/explanation?notworthy
omightycap
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Posts: 63
Joined: Sep 2015
Male, MYS
18 Nov 2015, 01:43 PMPost #9
O'Mighty likes YEELEE!

Here is why https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/546824202147918/?type=3

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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