当你在最高A (1997)的部分进场 KLCI 1250+，然后完全不理，在今天KLCI 1680+，还是有赚啊，傻人还是有傻福的。如果选的是好公司，甚至可以赚几次的100%呢。
当然如果你是神人，可以在 B进C出，D进E出，以此类推，你就是奇葩，比巴菲特还神奇，所以有此神人，请大力推荐。
这里的要诀就是时间和傻人的心态。 :)
2016年3月3日星期四
股市 | 有危才有机
有危才有机，但是我们预测不了什么时候已经到顶，什么时候已经到底，所以才有巴菲特，冷眼等等前辈的别人贪婪我恐惧，别人恐惧我贪婪的经验分享，以此为鉴。
当你在最高A (1997)的部分进场 KLCI 1250+，然后完全不理，在今天KLCI 1680+，还是有赚啊，傻人还是有傻福的。如果选的是好公司，甚至可以赚几次的100%呢。
当然如果你是神人，可以在 B进C出，D进E出，以此类推，你就是奇葩，比巴菲特还神奇，所以有此神人，请大力推荐。
这里的要诀就是时间和傻人的心态。 :)
当你在最高A (1997)的部分进场 KLCI 1250+，然后完全不理，在今天KLCI 1680+，还是有赚啊，傻人还是有傻福的。如果选的是好公司，甚至可以赚几次的100%呢。
当然如果你是神人，可以在 B进C出，D进E出，以此类推，你就是奇葩，比巴菲特还神奇，所以有此神人，请大力推荐。
这里的要诀就是时间和傻人的心态。 :)
2016年3月1日星期二
季报 | Elsoft (0090) Q4,2015 季报
不知不觉来到Elsoft 2015年的最后一季，成绩令人满意，可惜股价停滞不前。
本来说季度成绩好的话，股价都会暴冲一会儿。但是最近可以发现，有些股价非但没有随成绩向上，反而下跌更多。大家都变成惊弓之鸟吧，尤其是出口股，唯恐避不及。相信接下来投机会难上加难了。:P
和去年同个季度相比，盈利起了72%，净利则进步了64%。主要是智能电子行业需求回归以及汽车行业需求持续强劲，
For the current quarter, the Group registered revenue and profit before tax ("PBT") of approximately
RM16.759 million and RM7.330 million respectively. Compared to the preceding year corresponding
quarter revenue and profit before tax of approximately RM9.763 million and RM4.468 million respectively, revenue has increased by approximately 72% and profit before tax has increased by approximately 64% respectively for the current quarter.
The higher revenue recorded was contributed by the returned demand from smart devices industry as well as continuous demand from automotive industry compared to the preceding year corresponding quarter. The higher PBT recorded was mainly contributed by the higher revenue generated from smart devices industry and automotive industry.
至于和上个季度相比，盈利和净利都下降，原因是投资回酬不理想以及未实现的外汇损失。
For the current quarter, the Group recorded slightly lower revenue of approximately RM16.759 million as compared to RM17.258 million achieved in the previous quarter. PBT for the current quarter decreased from approximately RM12.406 million in the previous quarter to RM7.330 million in the current quarter mainly due to the unrealised loss in foreign exchange, share of losses in associate and lower contribution from other investment.
大概可以理解未实现的外汇损失是什么，和美元挂钩的，自然会上上下下。管理层应该比我们更清楚吧。
*When some foregin monetary asset or liability is translated for example at balance sheet date we take foreign exchange gain (loss) as unrealised but when the asset or liability is settled i.e. received/paid throug foreing currency the exchange gain (loss) becomes realised.
无论如何，公司对2016年的前景感到乐观。
Barring any unforeseen circumstances, the Board is optimistic on the Group’s prospects for the coming financial year.
对了，蝴蝶场的贡献应该会在后个季度看到吧 :P
公司也宣布了4sen的股息，2015年的全股息8sen，比前财政年多了1sen。以目前股价来说，DY大约是4.21%
本来说季度成绩好的话，股价都会暴冲一会儿。但是最近可以发现，有些股价非但没有随成绩向上，反而下跌更多。大家都变成惊弓之鸟吧，尤其是出口股，唯恐避不及。相信接下来投机会难上加难了。:P
和去年同个季度相比，盈利起了72%，净利则进步了64%。主要是智能电子行业需求回归以及汽车行业需求持续强劲，
For the current quarter, the Group registered revenue and profit before tax ("PBT") of approximately
RM16.759 million and RM7.330 million respectively. Compared to the preceding year corresponding
quarter revenue and profit before tax of approximately RM9.763 million and RM4.468 million respectively, revenue has increased by approximately 72% and profit before tax has increased by approximately 64% respectively for the current quarter.
The higher revenue recorded was contributed by the returned demand from smart devices industry as well as continuous demand from automotive industry compared to the preceding year corresponding quarter. The higher PBT recorded was mainly contributed by the higher revenue generated from smart devices industry and automotive industry.
至于和上个季度相比，盈利和净利都下降，原因是投资回酬不理想以及未实现的外汇损失。
For the current quarter, the Group recorded slightly lower revenue of approximately RM16.759 million as compared to RM17.258 million achieved in the previous quarter. PBT for the current quarter decreased from approximately RM12.406 million in the previous quarter to RM7.330 million in the current quarter mainly due to the unrealised loss in foreign exchange, share of losses in associate and lower contribution from other investment.
大概可以理解未实现的外汇损失是什么，和美元挂钩的，自然会上上下下。管理层应该比我们更清楚吧。
*When some foregin monetary asset or liability is translated for example at balance sheet date we take foreign exchange gain (loss) as unrealised but when the asset or liability is settled i.e. received/paid throug foreing currency the exchange gain (loss) becomes realised.
无论如何，公司对2016年的前景感到乐观。
Barring any unforeseen circumstances, the Board is optimistic on the Group’s prospects for the coming financial year.
对了，蝴蝶场的贡献应该会在后个季度看到吧 :P
公司也宣布了4sen的股息，2015年的全股息8sen，比前财政年多了1sen。以目前股价来说，DY大约是4.21%
2016年2月29日星期一
季报 | Wellcal (7231) Q1,2016 季报
Wellcal Q1,2016季报一出，股价从RM2.90+跌至RM2.40+，在高价买进的朋友应该会被套牢了。
先看盈利及净利下跌的原因：The Group reported a lower profit before tax ("PBT") of RM11.330 million for the current quarter ended 31 December 2015 compared to PBT of RM11.459 million recorded in the preceding quarter ended 30 September 2015. The slight decrease in PBT is not in line with the decrease in revenue and was mainly attributable to lower overheads and administrative expenses.
季报比较的是Q4,15和Q1,16的成绩，指出盈利下跌11.66%，而净利却下跌1.13%而已，这是因为较低的管理费用。有点无力：1）为什么不指出盈利下跌的原因？2）应该也需要和Q1,15做比较吧。。
管理层表示尽管2016年是充满挑战的一年，但因为原料价格和美金汇率不变，加上新厂会开始在2016财政年提出贡献，所以还是对2016年的表现感到乐观。
Demand for industrial rubber hoses will continue to see gradual recovery from both the emerging and developed economies. Moving forward, the Group will ensure it stays ahead of market trends, responding swiftly to changes through automation and research. In the near term, the Group expects the raw material prices to trend at current levels and US Dollar to remain strong. The easing of raw material prices has enabled a more favourable operating environment for sustainable growth in demand and earnings.
In the current financial year, with the additional capacity and product lines brought about by Factory 3, the Group hopes to further penetrate the market by offering a wider range of industrial hose. The outlook of the global economy for 2016 remains challenging and uncertain. Nevertheless, the Group’s strategies are to focus on leveraging on its extensive customer network, improved productivity, quality services and product range to enhance its competitive edge.
Barring unforeseen circumstances, the Board believe that the Group's prospects for the financial year ending 30 September 2016 remains favourable.
公司还是一样地发RM0.23的股息。就我而言，会继续留守观望。
先看盈利及净利下跌的原因：The Group reported a lower profit before tax ("PBT") of RM11.330 million for the current quarter ended 31 December 2015 compared to PBT of RM11.459 million recorded in the preceding quarter ended 30 September 2015. The slight decrease in PBT is not in line with the decrease in revenue and was mainly attributable to lower overheads and administrative expenses.
季报比较的是Q4,15和Q1,16的成绩，指出盈利下跌11.66%，而净利却下跌1.13%而已，这是因为较低的管理费用。有点无力：1）为什么不指出盈利下跌的原因？2）应该也需要和Q1,15做比较吧。。
管理层表示尽管2016年是充满挑战的一年，但因为原料价格和美金汇率不变，加上新厂会开始在2016财政年提出贡献，所以还是对2016年的表现感到乐观。
In the current financial year, with the additional capacity and product lines brought about by Factory 3, the Group hopes to further penetrate the market by offering a wider range of industrial hose. The outlook of the global economy for 2016 remains challenging and uncertain. Nevertheless, the Group’s strategies are to focus on leveraging on its extensive customer network, improved productivity, quality services and product range to enhance its competitive edge.
Barring unforeseen circumstances, the Board believe that the Group's prospects for the financial year ending 30 September 2016 remains favourable.
公司还是一样地发RM0.23的股息。就我而言，会继续留守观望。
2016年2月28日星期日
幼儿绘本 | Go, Dog. Go!
这是学前(Preschool)3-4岁Sonlight Program (在家教育书单) 的其中推荐书。
我在MBPJ Library的Playcenter看到这本书，可惜不能借贷，只能在场翻阅。后来我在MPH warehouse book sale里找到，一本RM10.
里面的英文用字简单并且重复性高，虽然画风没有像一般绘本那样精致，但内容相当风趣，而且我也想介绍不同类型的书籍给女儿，看看她的接受度有多高。
书名：Go, Dog. Go!
作者：P.D Eastman
读者年龄：>1岁
～琅琅上口，喜欢狗的小小孩会大爱。
呵呵，不出我所料，女儿一点兴趣都没有，甚至在我拿起这本书时，就连声'No, No’地阻止我。我也没有强迫，强扭的瓜不甜，哈哈哈。
有一次一日游旅行，我带了这本书。在巴士上没事做，就念给女儿听，女儿也没多少书可以选择，只有乖乖听咯（这旅行途中介绍新书的招式-尤其是接受度不高的书，屡试不爽）
读一遍后，女儿才把书里头的狗狗放在心上。
里头最有趣的是两只狗是否喜欢帽子的对话，而且在整本书中出现三次。
女儿在我每次唸'I do not'时，就说Good Bye了，哈哈哈～ 接下来五颜六色的狗狗在开狗派对！
第四次的派对帽，终于在 ‘I like it!’的回应下圆满结束了。
我在MBPJ Library的Playcenter看到这本书，可惜不能借贷，只能在场翻阅。后来我在MPH warehouse book sale里找到，一本RM10.
里面的英文用字简单并且重复性高，虽然画风没有像一般绘本那样精致，但内容相当风趣，而且我也想介绍不同类型的书籍给女儿，看看她的接受度有多高。
作者：P.D Eastman
读者年龄：>1岁
～琅琅上口，喜欢狗的小小孩会大爱。
呵呵，不出我所料，女儿一点兴趣都没有，甚至在我拿起这本书时，就连声'No, No’地阻止我。我也没有强迫，强扭的瓜不甜，哈哈哈。
有一次一日游旅行，我带了这本书。在巴士上没事做，就念给女儿听，女儿也没多少书可以选择，只有乖乖听咯（这旅行途中介绍新书的招式-尤其是接受度不高的书，屡试不爽）
读一遍后，女儿才把书里头的狗狗放在心上。
里头最有趣的是两只狗是否喜欢帽子的对话，而且在整本书中出现三次。
女儿在我每次唸'I do not'时，就说Good Bye了，哈哈哈～ 接下来五颜六色的狗狗在开狗派对！
第四次的派对帽，终于在 ‘I like it!’的回应下圆满结束了。
其实一开始会误认为这本Go, Dog. Go! 是 Dr Seuss的书，因为也是类似绕口令，玩文字的书。但其实作者是P.D Eastman。
原来在Blue back books 里面的书，除了Dr Seuss，还有其他的作者。整个配套包括三种Blue, Green和Yellow back.
原来在Blue back books 里面的书，除了Dr Seuss，还有其他的作者。整个配套包括三种Blue, Green和Yellow back.
- Blue Back Books for parents to share with young children
- Green Back Books for budding readers to tackle on their own
- Yellow Back Books for older, more fluent readers to enjoy
在Blue Back Books里头，有多少Dr Seuss的书是你唸过的呢？呵呵。 我在之前文章介绍过了The Eye Book 。
附上Go, Dog. Go! 的Video～！