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EVERGRN (5101) : EVERGREEN FIBREBOARD BERHAD
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
22 Jul 2015, 05:54 PMPost #21
rolleyes
Evergrn5101 長青纤维板能展翅高飞吗?
公司脫售非核心資產后將獲得1.1億令吉現金,可讓公司減少債務或派發股息.
于31-3-2015 evergrn 的债务2.88亿,公司有CASH 7041万,
用1.1亿还了债务,loan只剩下1.78亿,若扣除cash 7048万,公司真正loan只剩1.08亿.
简单用Q1净利2000万算,只要累积多 5个季度就可以清完所有的债务,而成净现金公司,
当然这是在不派息情况下,但我想信以公司过去记录,只要净利多1,2季度就会派息了,成为现金公司,时间上会拉長吧.
从日前整个大环境对公司有利下(橡木原料成本低,美元 强,原油便宜(作粘接剂材料),
公司为此行业的先锋,投资者对公司恢复了信心,要达标机会大,接下来股价走向RM3元是有希望的,
本益比(PE)=20倍,EPS=RM0.15 SEN ,股价-RM3.00
供参考,进出自负.
Sebie_Kelate
Member StarMember Star
Posts: 746
Joined: Dec 2016
05 Jul 2017, 02:14 AMPost #22

On Tuesday, Evergreen Fibreboard Bhd (EVERGRN:KLS) closed at 0.88, 19.73% above the 52 week low of 0.735 set on Sep 01, 2016.

i4value
Member StarMember Star
Posts: 621
Joined: Aug 2020
21 Oct 2023, 08:59 AMPost #23

There are several product categories under the timber/wood-based products sector. The common characteristics is that they all use timber/logs as the ultimate raw materials and would be considered a cyclical sector. I screen for companies in this sector by looking at their performance relative to Eksons and Taann where I have detailed fundamental analysis. In this context, I would not consider EVERGRN past few years ROE to be better than those of Eksons. I have concluded that Eksons is a cash holding value trap so I would not dig deeper into EVERGRN.


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

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