Tuesday, March 23, 2010

有人唱好隆成

資料來源: 台北鉅亨資料中心

※股份推介
陸成集團評級:買進入市價:1.10元目標價:1.26元止蝕價:1.05元
近日新興潮語「孩奴」在內地冒起,用來概括形容父母一生,都在為子女打拼,為子女忙碌,為子女掙錢,而失去了自我價值體現的生活狀態。此外,更有報道指養寶寶5個月消費3.5萬元人民幣,雖然這可能是個別例子,但內地輕工業聯會亦表示,現時每個嬰孩年均消費達5,000元人民幣。
上述數值相對去年內地城鎮居民、農村居民的人均年收入17,175、 5,153元人民幣,確實不少,故我們亦不得不否認「一孩政策」下,孩子變得越來越矜貴,引伸之消費市場亦極具潛力,可為相關股份帶來商機。
當中隆成集團(1225)為全球第二大嬰兒車設計代工廠,除主要嬰兒車,集團亦有製造及分銷嬰幼兒汽車座椅、嬰兒床及圍欄,該業務佔整體收入84.6%,由於集團看好內地嬰孩市場,並發展自有品牌「小天使」嬰兒車,並於內地開設「幼幼天地」連銷店,零售幼童及嬰兒產品,包括零售奶粉、尿布、育兒產品、食物、衣飾及嬰兒車等,比重亦由去年中的0.1%,擴大至5.0%。
截至去年6月底,集團中期盈利上升9.6%,至3,492.7萬元,預料在內地龐大的市場中,自有品牌以及拓展零售業務,可成集團盈利增添上升之動力。

21 Comments:

Blogger Andy Yan, CFA said...

A funny comments on the 3 prices listed.

都係打份工啫~~

6:13 PM  
Blogger Chris said...

Peter哥今時唔同往日了,人出了名就是不同。今日一出頭條講886就引來散戶買貨,大戶獲利。Peter大哥最好唔好咁快又唱車仔,我仲未夠貨。哈哈!

7:51 PM  
Blogger HOI YI said...

標哥,湯臣售樓數字有增加,由網上房地產得知,唔會錯掛!

9:45 PM  
Blogger peter said...

right,brother, 打份工係咁上吓貨仔, 基本上佢都無講錯, 只係止蝕訂得高一點.
我今日是引述黃大哥教沽部份886先套利, 跌低味再買, 識做即日有著數.
1225邊使吹, tdr一上就自動波.
hoiyi,據我知, 一至二月賣咗五個一品單位, 川河講咗月底宣布業績, 唔知湯臣點解遲遲唔公布, 可以打電話去問吓公司秘書李小姐.

11:50 AM  
Blogger HOI YI said...

標哥,打到去問秘書,又話未返,其她唔知乜水回答話:281對外公告左,258就未公告,鬼唔知,九唔答八!最後留低電話等李小姐回覆.

7:48 PM  
Blogger HOI YI said...

標哥,剛收到李小姐來電,佢話281同258係獨立公司,和以往一樣一前一後,董事會一定要開,都是4月上旬,其它就不願透路.

8:15 PM  
Blogger Unknown said...

can change fangdi.com.cn
last year sold 80.

9:51 PM  
Blogger HOI YI said...

標哥,最新公告,湯臣出預喜,日期未出,李小姐值得一讚!

3:17 AM  
Blogger peter said...

hoiyi, 要讚妳才對!!

4:36 AM  
Blogger elvis said...

HOIYI真係好野!一問就出NOTICE

6:54 AM  
Blogger Andy Yan, CFA said...

This comment has been removed by the author.

8:05 PM  
Blogger Andy Yan, CFA said...

see if it breaks $1.27

8:07 PM  
Blogger Leo said...

Just checked with Mr Chan from #1225, he said TDR will be listed within 6 months once granted. He has no exact time schedule.
Peter, what do think?!

2:06 AM  
Blogger elvis said...

Hi Leo,
Normally, TDR need to issue within 3 months after application. And can extend 3 months more. Otherwise, after 6 months, they need to apply again. So, they have 6 months time to issue the TDR. Maybe the management wants the stock price to rise further first.

3:01 AM  
Blogger elvis said...

FYI

受理申請案件情形

http://www.sfb.gov.tw/Layout/main_ch/AllInOne_Show.aspx?path=2898&guid=ee901ded-0ca7-4e41-8dfc-0a1df493432a&lang=zh-tw

3:54 AM  
Blogger Leo said...

thanks elvis for your info.

6:21 AM  
Blogger peter said...

As I say in my hket.com article, 1225 has begun to launch its TDR, will be listed in April according to the Taiwan press.

8:23 AM  
Blogger Neil Sen said...

This comment has been removed by the author.

5:24 PM  
Blogger HOI YI said...

標哥,湯臣集團公告於4月13日星期2董事會會議.

7:27 AM  
Blogger peter said...

是的, 湯臣和隆成都宣布了業績期, 盼派息慷慨吧!

12:03 PM  
Blogger beimian3006 said...

peter:

do u have any comment on 1225.HK?
is the current price ok to buy?

8:07 PM  

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