祐玛战略（Yoma )又开始涨了，原来～～～-第6页-投资理财-新加坡狮城论坛

Master乌龟 LV9

发表于 23-10-2012 14:44:47 | 显示全部楼层

DBS 与 OCBC对上拉
:lol;P

DBS raises Yoma target price

DBS Vickers raised its target price for Myanmar property firm Yoma Strategic Holdings to $0.65 from $0.60, and kept its ‘buy’ rating, citing higher selling prices from a development project and better margins.

By 10:36 a.m., Yoma shares were flat at S$0.575, and have more than tripled in value so far this year, compared to the FTSE ST Industrials Index’s 24.8% gain.

Yoma posted a net loss of $4.12 million in July-September, compared to a net profit of $1.39 million a year earlier. Its core profits were below DBS’ expectations, but its margins, property sales and prices continue to rise, DBS said.

Although only 9% of the earnings from Yoma’s residential and commercial development in Myanmar, Star City, has been recognised, DBS expects this to rise going forward, helped by improved bookings and higher estimated average selling price.

“We believe as reforms in Myanmar progress and when financing is made available, the group should be able to raise ASPs in future,” said DBS, which estimates a 10% increase in ASP a year from 2014 onwards.

回复支持反对

使用道具举报

老鼠爱小米 LV9

发表于 25-10-2012 20:12:01 | 显示全部楼层

祐玛战略(Yoma Strategic Holdings)在过去一个月的走势相当强劲。这只股在创下了0.585元的新高后回撤。

从基本面来看，公司的1Q13净利几乎翻倍。其从营运活动中取得的现金年比从约160万元增加至约1,000万元，这显示其业务迅速增长。其现金与现金等值物达8,000万元，为去年同期的20倍，同时也高于总负债(6,200万元)。因此，公司应不会突然面对财务问题。另外，它在近期内应该能保持着其增长势头。

除此之外，虽然华侨银行投资(OCBC Investment)于上上周五下调其评级，祐玛的股票并没有遭到抛售。尽管其股价在本周跌穿了0.54元的支持水平，交易量并不高。这表示卖出股票的股东不多，投资者正期待其股价上涨。在接下来的几天内，若其股价突破过去两个交易日的高位，便有可能会回弹至在最近创下的高位，甚至继续攀升并再创新高。

回复支持反对

使用道具举报

老鼠爱小米 LV9

发表于 19-11-2012 15:18:57 | 显示全部楼层

Yoma H了，谁知道是什么事吗？

回复支持反对

使用道具举报

JUNZIZI LV15

发表于 19-11-2012 15:25:13 | 显示全部楼层

Proposed Acquisition and Proposed Rights Issue

回复支持反对

使用道具举报

狮城理财 LV13

发表于 20-11-2012 09:36:45 | 显示全部楼层

老鼠爱小米发表于 25-10-2012 20:12
祐玛战略(Yoma Strategic Holdings)在过去一个月的走势相当强劲。这只股在创下了0.585元的新高后回撤。

...

下调评级并没有很激进的下调到卖出,而是hold。所以说不上是对着干。
而且评价出来的时候，交易员是否跟进，完全看市场。重要的不是评级，而是评级里面的分析。简述了公司最近的状况，梳理了新闻，帮投资者节省时间。
0.38时评级是buy, 目标价0.45
0.54时评级hold, 目标是0.51

之前和 YOMA管理层的见面会上。我感兴趣的已经不是他们的地产业务。他们还在缅甸代理东风轻型卡车，对于一个农业国来说，这个需求可是了不得。