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KLSE : PANTECH       PANTECH GROUP HOLDINGS BHD
Last Price Avg Target Price   Upside/Downside Price Call
0.585 0.63     +0.045 (7.69%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
20/07/2016 0.595 0.70 +0.105 (17.65%) BUY ALLIANCE Price Target News
27/04/2016 0.565 0.65 +0.085 (15.04%) HOLD TA Price Target News
27/04/2016 0.565 0.59 +0.025 (4.42%) HOLD RHB-OSK Price Target News
27/04/2016 0.565 0.55 -0.015 (2.65%) HOLD KENANGA Price Target News
27/04/2016 0.565 0.68 +0.115 (20.35%) BUY JF APEX Price Target News
27/04/2016 0.565 0.70 +0.135 (23.89%) BUY ALLIANCE Price Target News


Price Target Research Article/News (past 6 months)
20/07/2016  ALLIANCE PANTECH - Fuelling up for RAPID
27/04/2016  TA Improved Margin a Pleasant Surprise
27/04/2016  RHB-OSK Pantech - Not Enough Shelter From RAPID
27/04/2016  KENANGA Pantech Group Holdings - Below Expectations
27/04/2016  JF APEX Earnings dented by higher tax and lower sales
27/04/2016  ALLIANCE Meeting expectations on most fronts



  23 people like this.
 
lee0909 Snkfor only buy this share ? Cost what price
21/07/2016 20:37
danchong http://www.bursamalaysia.com/market/listed-companies/company-announcements/5153933

Although Revenue & profit both trending down, it is within expectation.

Good to see they continuing the dividend payout.

It needs more time to prove itself.
22/07/2016 10:31
CFTrader To me it's a fair result.

I'm watching PANTECH for almost 2 years !! I watch it rocketted to RM 1 and skydived to RM 0.50 due to pessimistic oil price. The reason I'm watching for such period is I am attracted to the quarterly dividend declaration.

The Keypoint I had observed :
(1) Pantech recorded an 11% decline in PAT. I believed it is justified at the current low depressed price. PANTECH is involved in the O&G sector, which oil price dictates the demand of their product trading division attributed to ~60% of revenue with margin of ~9.5%, and manufacturing ~40% revenue and margin of ~9%。

(2) The balance sheet is just a moderate BS with a total 144m of debt vs 80m of cash.

(3) The best segment in the QR is their Cashflow (CF). Their CFFO for this QR is a whopping 25m , and among that 14m is used to pare down their loan. At current rate, it needs approx 11 quarter or ~3 years to complete pare down everything. Dividend declared cost 3.0m, and interest cost 1.7m.

(4) Prospect is the thing that drove me away from PANTECH. O&G Prospect is very unclear, and is justified by their low to negligible capex ... I'll be watching tightly for any change of O&G prospect, and this will be my 2nd priority target for O&G play...
22/07/2016 13:04
mbs7633 which is your 1st selection for o&g play?
22/07/2016 18:02
mbs7633 skpetro? knm? or other else?
22/07/2016 18:02
danchong CFTrader, Excellent view!
23/07/2016 12:50
CFTrader mbs7633, my 1st O&G pick will be WELLCAL, which has 70% recurring customer and also quarterly dividend declaration.

I wouldn't talk about WELLCAL in this thread, you can climb back my thread at WELLCAL. Similarly, I make a thin profit after O&G crackdown on WELLCAL, but I still haven't give up on acquire WELLCAL if the golden age of O&G arrive at the doorstep...

Art Of War written by Sun Tze states that it is very important to factor in 3 factors,
1. 天时 - timing
2. 地利 - The environment
3. 人和 - The people

O&G sector clearly haven't have the 1st and 2nd factor... So we wait until the time comes and we strike.

Just take my advice as a noob , hehe.
23/07/2016 23:40
CFTrader And another thing, do not think big is good... SKPETRO, KNM those gigantic company ... we are unable to dissect their revenue properly, and a lot of shit might be hiding around the bushes...

I will recommend mid-cap with clear cut business, which we able to dissect, interpret, and project their profit properly...

Remember that the larger the nation (company), the larger the cost of bureaucracy (cost of hiring etc etc).
23/07/2016 23:44
westinee Good analysis CF Trader
24/07/2016 11:20
mbs7633 ok. ok.
24/07/2016 11:31


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