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P&O (6009) : PACIFIC & ORIENT BERHAD
honggimeng
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05 Mar 2012, 12:45 PMPost #1
冷眼随笔:太平洋与东方明天会更好•冷眼

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2012-02-24 17:57
太平洋与东方保险(P&O)2月22日公布的本财务年首季业绩,每股净利由上一季的5.95仙,跌至0.31仙,股价应声而跌。

股友对该公司的首季表现,感到失望,抛售其股份,是可以理解的。

但是,假如投资者细读该公司的季报,同时又抱着长期投资态度的话,就可能不会产生恐惧的心理,而轻易的退股(卖掉股票就是退股)。

该公司在季报的“本年展望”中说:“国家银行由2012年1月1日起实施新的车辆保险架构,准许保险公司在未来4年中,逐年提高保费。”

该公司因此预测:“本财务年的业绩表现,将比一上个财务年更佳。”

查上一个财务年,该公司每股净赚20.18仙。

今年盈利胜往年

该公司董事部以白纸黑字用肯定的语气预测到今年9月30日财务年的业绩将比上一个财务年(至2011年9月30日)更佳,反映了该公司董事部的信心。

上市公司董事部通常都不敢或不愿对未来财务年的盈利作出预测,因为在每一家公司的季报中,都有一个项目,叫“盈利预测和保证”,董事部必须向交易所交代是否能做到。该公司上一季并未对本季的盈利作出预测。

本季财报虽然未提供预测盈利数额,但却明确的说“本财务年的业绩表现将胜过去年”,也算是相当大胆的预测了。

该公司本财务年首季盈利大跌,如果全年盈利要胜过往年,未来三季的盈利就必须比往年有更大的增幅。

该公司能否做到“今年盈利胜往年”,让我们拭目以待。

文:冷眼 (股市基本面大师) rolleyes
sweesin
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05 Mar 2012, 06:13 PMPost #2
冷眼推荐的。。 应该错不到哪里去吧。。 shy
Mike
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06 Mar 2012, 05:02 PMPost #3
冷眼推荐的。。 应该错不到哪里去吧。。 ...sweesin @ 05 Mar 2012, 06:13 PM
Not only this counter,there are MBSB,ECS and KEN too.thumbupthumbupthumbup
abraham
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Male, MYS
07 Dec 2017, 10:59 PMPost #4

Comments :

abraham
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07 Dec 2017, 11:09 PMPost #5

As a share holder and as a Non Chese, may I advise the board to consider to translate the comments given in Chinese to be translated into the English Language  as well for transparency and wider ciculation of these comments to all. The response from the Board is deeply appreciated.

abraham
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Male, MYS
07 Jan 2019, 01:22 PMPost #6

TO THE P&0 management:              I refer to the Post submitted by me earlier as an Investor on 7/12/2018. Regret the P&0 management has not paid attention to my comment made on 7/12/18. I said earlier that  as a Non Chinese, I was unable to follow the comments in the Posts and requested that these posts are made in English as well to serve all communities, Regards. A.David an  investor

abraham
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18 Feb 2019, 10:41 AMPost #7

I wonder why my question  made on 7/1/2019 was not answered.

abraham
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Joined: Dec 2016
Male, MYS
11 Aug 2019, 06:34 PMPost #8

I pointed out in the Post about the lack of corelation on Share of P&0 between its DY (which is positive)  and  ROE ( which is negative). I sought an explanation on my observation from P&0 management. But so far there is no response from P&0. Can the P&0 help me  on the dilema I face? Thank you. I am long time Investor.

As a long time share investor in this company, I am happy to receive the dividend of DY = 6.38% wich is spread out and paid five times in a year. I wonder why the dividend is spread out and paid 5 times and this just causes a lot of administrative work to the staff. I suggest the company pay the dividend  just twice in a year and reduce the operating costs. Another point I observe is that its DY which is equal to +6.38% but its ROE is negative 1.09%. The question I raised to the company, namely, how is it that the DY is positive at 6.38% but its ROE is negative. The question I raised to the company was that,  How can the company show the Dy as +ve of 6.38% which implies the company is making profits and giving out handsome dividends, but ROE remains negative. I am not an accountant to comprehend the statistics. Can some one come to my assistance to expalin what I have Observed. .     

 

abraham
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Posts: 36
Joined: Dec 2016
Male, MYS
19 Aug 2019, 06:18 PMPost #9

I pointed out in the Post about the lack of corelation on Share of P&0 between its DY (which is positive)  and  ROE ( which is negative). I sought an explanation on my observation from P&0 management. But so far there is no response from P&0. Can the P&0 help me  on the dilema I face? Thank you. I am long time Investor. 

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


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