最近,CCM展开一系列企业活动,将把全部pharmaceutical业务集中于CCM Duopharma,而本身将持续发展chemical & polymer业务。

 

CCM的chemical业务为生产chlor-alkali and coagulant products(chlorine, caustic soda, calcium nitrate等)。


This article first appeared in Investips.my Blog & Facebook, on September 4, 2017.

 

Technodex 是一家科技公司,业务为Application support & Services & Hardware, manpower outsourcing和e-commerce。


This article first appeared in Investips.my Blog & Facebook, on June 23, 2017.

 

Alcom RM2.00/share, 市值RM268M,净现金RM57M,p/e: 23, ROE 6.6%


This article first appeared in Investips.my Blog & Facebook, on June 21, 2017.

 

Sapura Industrial是一家汽车零件制造公司。该公司主要客户为Perodua和Proton占大约83.7%财政收人(2017年,20报页)

Sapura Industrial RM1.00/share, 市值RM72.78M; P/E 11.7, ROE 5.79%, NTA RM1.46。


This article first appeared in Investips.my Blog & Facebook, on May 18, 2017.

 

Formosa Prosonic Industries Berhad (FPI) 主要生产扬声器系统(audio systems and components)和乐器组件(musical instrument components)。

 

现代人比较少购买扬声器系统,但因中产阶级人数增加(优其亚洲,中国等),大家对儿童教育比较注重.所以,很多小孩都有学习乐器以及家里都有一些乐器如钢琴和吉他等。

 


This article first appeared in Investips.my Blog & Facebook, on May 15, 2017.

 

根据Tenaga 2016最新年报表示,将会在2017年进行Advanced Metering Infrastructure (AMI), smart meter计划于340,000马六甲用户。

什么是Advanced Metering Infrastructure (AMI), smart meter呢?


This article first appeared in Investips.my Blog & Facebook, on April 28, 2017.

Prestariang主要业务为1)教育(University Malaysia of Computer Science & Engineering, UniMy),2)提供information communications technology (ICT)培训和认证课程,3)分销software (microsoft & Autodesk AutoCAD),4)技术和服务(Sistem Kawalan & Imigresen Nasional,SKIN)。


This article first appeared in Investips.my Blog & Facebook, on April 25, 2017.

 

Three-A Resources主要业务为生产caramel colour, vinegar, soya protein sauce, glucose syrup amd high maltose syrup和maltodextrin都是用来生存食品和饮料产品如调味汁和冲饮消费品。


This article first appeared in Investips.my Blog & Facebook, on April 11, 2017.

 

Ajiya有两个主要业务分别a) 工业屋顶产品,建筑结构架产品,Ajiya Green Integrated Building System (AGIBS) 都与钢铁有关; b) 玻璃产品。

Ajiya的钢铁产品前景如何将与未来Prima Corporation Malaysia (PRIMA)是否会使用Ajiya的新产品,AGIBS在其他建筑工程有直接关系。


This article first appeared in Investips.my Blog & Facebook, on March 28, 2017.

 

从最初的生产练习簿,Chee Wah集团已经扩大其产品范围到各种各样的文具项目,包括螺旋笔记本(spiral note books),垫,硬盖书(hard cover book),文件,纸袋(paper bags),礼品包装和出版儿童的书籍。

所以,Chee Wah的生意就是离不开纸张。其实,除了纸张已外,原油也是chee Wah主要生产成本之一。(请看Annual Report 2008, page 12)。


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