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WELLCAL (7231) : WELLCALL HOLDINGS BERHAD
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
13 Feb 2015, 04:47 PMPost #181
WELLCAL Analysis - ...LCCHONG @ 31 Jan 2015, 03:05 PM
7231 WELLCALL rm1.97 强力买入,看到净利的增长--
理论上产能增加70%,净利也会增加,由于7月份才正式投入生产,
因此2015年Q4(7,8,9月)的产能加入,取三个月算,
2014年9月全年EPS=8.8sen,目前PE=22 ,股价=RM1.97
2015年9月全年估计净利为以下--
A)取70%,净利可增加为8.8+1.5=10.3sen ,PE=22 ,股价=RM2.26
B) 取50%保守,净利可增加为8.8+0.7=9.5sen,PE=22,股价=RM2.09
2016年9月全年净利估计为以下--
A)取70%,净利可增加为8.8+6.1=14.9sen ,PE=22 ,股价=RM3.27
B) 取50%保守,净利可增加为8.8+3=11.8sen,PE=22,股价=RM2.59
買股看未来净利是否取得增长,股价也随之上升,
wellcal看点有--
1)ROE=34%,老板精明经商。
2)业务具成长,产品有回头生意。
3)股息好,3个月拿一次(3月,6月,9月,12月派息),股东有钱增股。
4)竞争力强。
5)完善的经营模式。
6)健康的资产表,买入风险低。
7)美元上升,原料价格下降对公司赚副好.
8)30大股东已持有67.75%(224895张),市场流通量只有107070张(32.25%),总股数为331965張.
WELLCAL 绝对是投资者的首选股,公司的潜在价值好,成长佳,将会是一只黑马股。
9)20 13 年福布斯上榜公司。表现优越受肯定。(http://wsmong2.blogspot.com/2013/08/10102002013.html)。
10)大马股市中,最受股友欢迎公司排位,wellcal得到第五名。(http://www.malaysiastock.biz/Cor ... p;securityCode=7231)
11)大马最大之橡胶软管生产商,产品主要是供建筑、汽车与工业用途。超过20年的专业生产知识,
产品广泛在市场上使用及受认可,行业中有很强的立足地位,当经济低迷时,可立于不败之地,因此,买的安心,收的开心。
12)受惠于俄中天然气的输送管计划,产品出口有望增加。
13)顺势而行,出口类股的Latitud,VS走势呈现强势,随着净利之提升,wellcal绝对会是下一支强势股。
14)诚信度不用多说了,从每季派息中看出,几乎把净利全派完给股东,还能顾及公司的成长,
实属一流的管理,台商,果真是猛龙过江。(http://www.wellcall.com.my/about2.html)
15)集中火力,誏资本增值最大化,市场不缺好股,只缺发现,趁低进入。
16)技术图表很美,主力己近75%,没任何套牢散客,前路好呀!
只供参考,进出自负。
WellCall: The world’s largest industrial hose maker has gained from a weaker ringgit against the USD because it does not hedge on forex.
It makes rubber hoses for six major applications – air and water, oil and fuel, welding and gas, shipbuilding, automobiles as well as food and beverage.
Due to ringgit volatility it generally does not stock up its inventory and order beyond two months.
It sees to be commissioned new manufacturing plant to be a timely move as it will further address higher demand from the US, especially with its economic recovery.
It is in full swing preparing for the commissioning of Factory 3 for July or Aug 2015. It will be used to cater mainly for the US market.
It may take two to three years to fill up its new capacity.
Yummydividend
Member Star
Posts: 31
Joined: Jan 2012
26 Feb 2015, 12:26 PMPost #182
Anyone attended the AGM of wellcall? Please share some information here. Or any recording, please share to my email - d_har@outlook.com
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
28 Feb 2015, 10:47 PMPost #183
WELLCAL analysis - https://lcchong.wordpress.com/2015/02/28/wellcal-fundamental-analysis-28-feb-2015/
Yummydividend
Member Star
Posts: 31
Joined: Jan 2012
18 Apr 2015, 04:11 PMPost #184
http://www.bloomberg.com/research/stocks/financials/financials.asp?ticker=WELL:MK&dataset=balanceSheet

Some bad comments for wellcall.
gab102001
Member Star
Posts: 48
Joined: Jan 2012
29 May 2015, 01:47 PMPost #185
Another great improvement from revenue and profit for WELLCAL, since 2012 hold until today and continue add on buy in....Never regret for buying it....

Well done....thumbupyeah
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
04 Jun 2015, 10:42 PMPost #186
WELLCAL Analysis - https://lcchong.wordpress.com/2015/06/04/wellcal-fundamental-analysis-6-apr-2015/
Concorde
Member Star
Posts: 1
Joined: Dec 2013
08 Jun 2015, 02:47 AMPost #187
That is not "fundamental analysis", you are just making a bunch of assumptions. In the financial industry we call that "rubbish in, rubbish out". You are making a guess on what the company will be earning 3 to 5 years from now, And from that you try to calculate the correct share price from discounted cash flow etc. All guesswork and imaginary figures. On top of that you cut and pasted some commentary from the CIMB report. That is not deep analysis.

Look at the facts instead. The dividend is rising every year and is almost 5% now. ROE is above 40% and has risen every year for the last five years. Return on Assets is close to 25% and has risen over the last five years. How many other companies onb Bursa come close to that?


Wellcall can easily afford to carry-on its generous dividend policy. It has strong cash reserves and can afford any borrowing for higher dividends and capex.


Earnings will also remain above forecast because of the weaker ringgit. Its biggest market is the USA, and the dollar will keep rising vs ringgit. This share is rock solid share and still undervalued. RM 1.88 is cheap. Dividend yield is almost 5%. Buy on Monday and can pick-up the dividend as well.
Yummydividend
Member Star
Posts: 31
Joined: Jan 2012
09 Jun 2015, 11:24 PMPost #188
I respect others report, its a mirror effect for me. We all know this Company is solid good. But, his report give us a reminder for over-confident. Of course everything according to plan, the earnings and dividend will go up, but anything can happen in business.

Fingers crossed.

Oh, if without report from CIMB or any other investment bank, we cant get discounted share price right? Instead, we should thank him for providing us free analysis report!

BURSA dropping, and will continue to drop. Faster sell lor!!!!!lol
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
04 Feb 2017, 01:16 PMPost #189

WELLCAL – FY16 Q4 (2 Feb 2017)

https://lcchong.wordpress.com/2017/02/02/wellcal-fy16-q4-2-feb-2017/


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

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