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盧志明先生

星島投資王: 統一中國成績亮麗(15/4/2016)

統一中國(220) 全年純利按年升1.92倍至8.35億元人仔,毛利按年升11.4%至81.4億元,毛利率上升4.3%至36.8%,由於業務營運效率改善,產品競爭力提升及原材料採購價格下降,成績表現不俗,方便麵收益較去年同期下跌4.9%,惟受惠產品結構調整,原材料採購價格下降,收益達到5億元,預期今年維持雙位數增長,而市場在人仔5元以上的產品,成為龍頭一哥,飲料事業全新品牌「海之言」及「小茗同學」,銷售持續強勁,兩品牌收益合計超過25億元,而果汁產品較去年同期亦有8.6%增長,整體表現較競爭對手優勝。候調整6.7上車,目標7.35大洋,下穿6離場是也。繼續一句,道家思想 : 審時度勢,見機行事。

Last Updated on Friday, 15 April 2016 11:33

Hits: 1982

星島投資王: 創科前景仍值留意(8/4/2016)

創科實業(669)受惠積極創新產品及市場推廣,去年成績表不俗,純利按年升18%至3.54億美元,毛利率按年輕微上升至35.7%,電動工具成期內盈利主要來源,由於產品組合改善,利潤率擴大90個基點,事實上,花旗國經濟情況大選年尚穩,其最大客戶家得寶有望增加採購,令其市佔率上升,雖然,地板護理業務利潤受重組影響,惟今年將推出新產品以搶佔歐洲的市場,改善空間持續,同時其現金流強勁,負債比率9.9%未來有機向下,可候28.7作上車準備,目標31.5大洋,下穿26.7離場是也。繼續一句,道家思想 : 審時度勢,見機行事。

Last Updated on Friday, 08 April 2016 11:32

Hits: 1857

星島投資王: 瑞聲非聲學求突破(2/4/2016)

瑞聲科技(2018) 去年純利火箭上升34%至31億元人仔,毛利率維持41.5%,連同中期息全年共派1.2港元,成績表不俗,受惠於非聲學業務收入升1.7倍,已佔總收入38%,由於市場金屬外殼產品成趨勢,有助提升其綜合無線射頻結構件解決方案市佔率,而非聲學業務屬發展初期,發展潛力極大,同時,主流iPhone聲學產品更新仍受益,預計觸控功能市場佔有率將達約40%,除祖國生產基地外,會按需求擴展拓展越南及菲律賓為生產基地,候調整55上車,目標62大洋,下穿49.5離場是也。繼續一句,道家思想 : 審時度勢,見機行事。

Last Updated on Saturday, 02 April 2016 11:29

Hits: 1953

星島投資王: 信義光能業績亮麗(18/3/2016)

信義光能(968) 去年純利火箭上升1.4倍至12億元,整體毛利率按年上升至36%,末期息亦按年上升88%至4.5仙,受惠於規模效益及產品組合調整,太陽能玻璃利潤率有所提升,成績表亮麗,由最初太陽能生產商轉型至綜合太陽能公司,配合上下游業務,馬來西亞及安徽光伏玻璃生產線將於第四季投產,太陽能發電場建設亦雄心壯志,未來焦點興建發電站,營運及擁有項目成未來發展目標,目標今年發電量可提升至1,700兆瓦以上,計劃2017年中分拆信義能源,成股份上升之催化劑,候調整2.6上車,目標2.9大洋,下穿2.25離場是也。繼續一句,道家思想 : 審時度勢,見機行事。

Last Updated on Friday, 18 March 2016 11:29

Hits: 2114

星島投資王: 友邦保險防守性佳(11/3/2016)

友邦保險(1299) 去年新業務價值升19%至約22億美元,利潤率持續上升,內涵值按年增12%,派息驚喜十足,總派息上升39%至69.7港仙,除韓國外,其他地區之新業務價值均有雙位數增長,祖國及香港皆升30%以上成增長動力,雖然,銀聯限制祖國強人在港刷卡買保險,每筆上限5,000美元,惟客戶佔比較少影響不大,其主要優勢在於產品及市場多元化,及受惠於區內經濟及人口結構發展,保險產品滲透率相對低,而其資本盈餘充足,具有併購機會,具長期投資價值,防守性較佳。候調整41.5上車,目標45大洋,下穿37離場是也。繼續一句,道家思想 : 審時度勢,見機行事。

 

Last Updated on Friday, 11 March 2016 11:27

Hits: 1906

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Mr Lo Chi Ming, Ken

He holds MBA from Leicester University and degree of Public & Social Administration in City University of Hong Kong. He is good at analyze Global, Hong Kong politics and financial market trend, complement with technical analysis to predict future market. Mr. Lo is a licensed person for regulated activities under the SFO.

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