1205816899

1205816899 | Joined since 2013-01-14

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2014-07-11 09:26 | Report Abuse

buy before too late

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2014-01-10 15:16 | Report Abuse

wohoo, scable start flying alrdy!!!1

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2013-11-26 16:55 | Report Abuse

kik come jor .haha, dun miss the boat ya

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2013-11-12 20:44 | Report Abuse

buy before it is too late , bulish nw

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2013-10-25 11:52 | Report Abuse

MRT首3條路線料如期進行
分析員認為,政府將減少或展延或甚至取消一些工程計劃中,相信進行得如火如荼捷運地下鐵(MRT)首3條路線將如期進行及不受影響。而其他不受影響照跑的大型工程計劃,則包括雙溪毛糯樹膠研究院土地發展計劃、遺產高樓大廈。而柔佛邊佳蘭的油氣石化提煉及綜合發展中心(RAPID)、敦拉薩金融大廈,以及新馬高速火車鐵道計劃等,則可能放緩推行步伐或縮減規模。
企業領域推動的主要基建計劃,如半島西海岸高速大道(WCE)等也會照樣推行。而東馬區的基建料將不減反增,以及更多工程合約頒於土著承包商。安聯研究分析員指出,受惠的土著上市建築公司包括阿末查基資源(AZRB,7078,主板建築組)、TRC協作(TRC,5054,主板建築組)、納因控股(NAIM,5073,主板產業組),以及林葉資本(TSRCAP,5042,主板建築組)等。
安聯分析員認為,若是政府在2014年採取謹慎態度施政,預料將使銀行業領域的貸款成長,也受到負面衝擊。該行指出,若以上述預算案預測為准,而目前馬股已經完全反映市況,使該行將馬股綜指2013年杪的目標保持在1730點,而2014年杪目標則落在1840點水平。

http://biz.sinchew.com.my/node/84293

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2013-10-17 16:34 | Report Abuse

I think rm1is coming

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2013-10-17 01:01 | Report Abuse

Relax , rm 1.20 is coming

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2013-10-16 09:38 | Report Abuse

Engine start alrdy ,hold tight ya

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2013-10-11 14:16 | Report Abuse

160++ million contract .fast buy before it is too late .

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2013-10-03 13:11 | Report Abuse

this time can fly until 2.50 .haha

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2013-10-02 16:49 | Report Abuse

Wat job?mind share?

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2013-10-02 11:54 | Report Abuse

If rhb say sell , that means we should buy :-)

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2013-09-30 09:38 | Report Abuse

relax la , bro .have faith in scable pls

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2013-09-25 23:42 | Report Abuse

may i know where is the news?

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2013-09-25 16:27 | Report Abuse

haha , this boat start engine alrdy . last call

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2013-09-12 15:56 | Report Abuse

fast buy before puncak start to rocket up

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2013-09-11 19:41 | Report Abuse

the director start to buy already. So , good news is coming .haha

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2013-09-06 10:52 | Report Abuse

We remain OVERWEIGHT on the construction sector despite a subdued 2QFY13 amid increasing risk of certain high-profile mega projects being rescheduled as the Government steps up efforts to narrow the country’s fiscal deficit. We are comforted by the Government’s assurance and firm commitment towards the Klang Valley MRT project, which by itself will keep the sector buoyant until 2017.

- Generally subdued 2QFY13. The latest quarterly results of construction companies were generally subdued, largely due to slow billings from new jobs and variation orders (VO), cost pressure and the recognition of certain lumpy negative items. Out of the 11 construction companies under our coverage that reported results, three missed expectations while eight met our forecasts.

- MRT unscathed; sector okay. The current construction upcycle is underpinned largely by the MYR73bn Klang Valley MRT project. Given the scale of this project, its impact can be felt along the entire value chain of the sector. While other mega projects in the pipeline also generate work, their impact is much more limited. In other words, the local construction sector will continue to do well as long as the Klang Valley MRT project is intact. As such, we would be unfazed if one or two, or even more mega projects, are deferred. Our key “intact” test now is the Cabinet approval for Line 2 by the end of the year.

- Maintain OVERWEIGHT. The construction sector’s prospects are strong, buoyed by the MYR73bn Klang Valley MRT project as well as other on-going and shovel-ready mega projects. We advocate a two-pronged stock-picking strategy, i.e. going for: i) high-beta highly liquid big-cap Gamuda (GAM MK: BUY, FV: MYR5.45) that will take the lead in terms of reaction to new price catalysts such as the Cabinet’s approval for Line 2 of the Klang Valley MRT project, etc; and ii) undervalued and under-researched mid- and small-cap stocks such as Pintaras (PINT MK, BUY, FV: MYR7.00) (for good piling rates on capacity shortage in the market), and Naim (NHB MK: BUY, FV: MYR5.63) as well as Ahmad Zaki (AZR MK, BUY, FV: MYR1.33), which are trading at huge discounts to their break-up value.

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2013-09-05 12:55 | Report Abuse

yistok , the 3 company above tender the langat 2 project under 1 company la.

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2013-09-05 09:10 | Report Abuse

buy before it is too late

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2013-09-04 23:28 | Report Abuse

epf wont let mbsb drop until that level

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2013-09-04 14:38 | Report Abuse

wrong , mmc JV gamuda JV azrb

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2013-09-04 13:00 | Report Abuse

ahmad zaki is the front runner for langat 2 project

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2013-09-04 12:33 | Report Abuse

dun forget , salcon ,mmc and ahmad zaki are the front runner for the langat 2 water plant project

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2013-09-04 10:58 | Report Abuse

允雪收購4水務公司‧條件:批冷岳河濾水站

(雪蘭莪‧八打靈再也3日訊)能源、綠色工藝與水務部長拿督斯里麥西慕透露,內閣已批准雪州政府收購4家水務特許經營公司,其中條件是雪州政府必須批准冷岳河2濾水站工程。

他指出,內閣對雪州政府獻議收購雪州4家水供公司的建議抱持開放態度,但這項交易必須符合3項條件,即雙方是在願買願賣的情況下、遵守2006年水供服務工業法令以及必須展開冷岳河2濾水站工程。

“內閣已討論了由雪州政府呈上收購4家水務公司的建議書,也允准展開進一步討論和尋找解決方案。”

限3個月完成交易

麥西慕今日為第五屆國家能源論壇主持開幕後說,內閣給予該部3個月時間與雪州政府接洽和完成這項交易。

他指出,雪州於上週五因遭柴油污染河流導致雪州境內多個地區水供中斷問題,反映出中央政府與雪州政府必須合作,以確保州內的水供供應不會出現問題。

“我們將從9月1日開始算起,預料年杪會有消息公佈。

實際上我們已經開始著手處理此事,只是等待內閣的決定,以及雪州政府方面的配合。”

他表示,水供問題涉及公眾與國家利益,也影響到州內的投資活動,若水供供應不足,將影響聯邦直轄區和雪州的投資,這也將影響大馬的形象。

“冷岳河2濾水站工程勢在必行,因為若再不興建冷岳河2濾水站,未來幾年將會影響吉隆坡聯邦直轄區與雪州的水供來源。”

他指出,配合冷岳河2濾水站工程,中央政府已經完成為約80%的水管和挖掘地下隧道工程,但基於這項工程遲遲無法獲得雪州政府批准,所以水管與地下隧道無法運作。

委稽查機構
估算水務公司資產

麥西慕表示,他已和有關水務公司高層討論,接著將委任一家獨立稽查機構估計水務公司的資產,以從旁監督交易過程。

早前,雪州大臣丹斯里卡立表示,雪州政府已經有多項收購方案,以收購雪州水務資產,重整雪州水供工業,並且早在大選前寄信給首相,要求聯邦政府應允雪州政府重整水供工業,而雪州政府也將努力實現該計劃。

他指出,重整雪州水供工業,可以讓州政府整合生水供應、濾水站和輸水系統,實現更有效的水務管理。

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2013-09-02 11:31 | Report Abuse

- Maintain BUY on Sarawak Cable Bhd with a SOP-derived fair value of RM2.33/share.

- Last Friday, Sarawak Cable (S Cable) announced on Bursa Malaysia that its wholly-owned subsidiary Trenergy Infrastructure with JV partner Sinohydro Corp have received a letter of intent (LOI) from Sarawak Energy (SEB) its intention to award the two packages of the 500kV transmission line for a total of RM620mil.

- The packages consist of the Mapai-Lachau and LachauTondong lines worth RM353mil and RM266mil respectively.

- S Cable said formal contract agreements for the two packages are expected to be entered in due course. Commencement of works is slated for next month with completion periods of 23 months and 25 months for the Mapai-Lachau and LachauTondong lines respectively.

- The award confirms our previous reports that the 500kV line (packages now worth a total of RM1.2bil) was expected to be awarded in Aug/Sept. We expect contributions from the project to begin in the 4QFY13.

- The two packages won by S Cable is part of six that were awarded last Friday. According to The Edge Malaysia, the other successful bidders were:- (i) Toshiba Transmission & Distribution System Asia Sdn Bhd-Xian Electric Engineering (Similajau-Mapai and Mapai-Oya lines); (ii) KEC International Ltd (Mambong-Entiggan substation extension); and (iii) Pestech Sdn Bhd (Mapai substation project).

- Together with the 132kV Tudan-Miri airport job it secured in June, S Cable has won a total of RM650mil new transmission jobs this year. We have an order book assumption of RM1bil for FY13F.

- Looking forward, two more projects that might be awarded in the near term include the Tanjung Manis-Bintulu and Manbong-Kalimantan lines worth ~RM400mil.

- Meanwhile, it was also reported last week that the Indonesia government and Asian Development Bank (ADB) are moving forward with plans to build a cross-border transmission line linking Sarawak and West Kalimantan.

- ADB said the project would built a 145km distribution line within West Kalimantan, and another 83km cross-border line connecting Sarawak and West Kalimatan. ADB has secured a US$100mil loan for the Kalimantan side and is preparing a second loan to finance the project for the Malaysian side.

- Note that the ex-date for the 1-for-5 bonus issue has been set for Sept 10 and the entitlement date is Sept 12. S Cable is trading at an alluring core FD PEs of 6x-11x for FY14F-15F.

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2013-08-30 18:19 | Report Abuse

total only 1.2 B , they gt half of it alrdy.

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2013-08-30 18:10 | Report Abuse

aiyo , gt 618.6 m enough lo.monday sure fly.ye

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2013-08-30 13:13 | Report Abuse

buy before too late .

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2013-08-29 14:39 | Report Abuse

fas buy before too late

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2013-08-21 14:32 | Report Abuse

Langat 2 water treatment plant: Putrajaya sets three-month target to resolve issues with Selangor

PUTRAJAYA: The Federal Government has targeted reaching a resolution with the Selangor government over the Langat 2 water treatment plant project within three months.

Energy, Green Technology and Water Minister Datuk Seri Dr Maximus Ongkili said the special Cabinet committee to look into Selangor's water problems will brief the Cabinet on its recommendations soon.

The committee is chaired by Deputy Prime Minister Tan Sri Muhyiddin Yassin.

Ongkili said the committee's recommendations will be in accordance with the Water Services Industry Act 2006 and that Selangor's attempts to take over the state's water assets must be based on the "willing buyer, willing seller" concept.

"I believe that both the state and federal governments can resolve this together, for the good of the rakyat, without having to resort to any legal action.

"Our recommendation is that Langat 2 must go on but we must reach a consensus on the restructuring exercise based on negotiation and compromise.

"I cannot disclose the specifics but (we will use) these as our guide," Ongkili said when asked about the Langat 2 project in a press conference here Tuesday.

Depleting treated water reserves in Selangor have pushed the federal government to call for the construction of the water treatment plant, which has been reported to be able to treat some 1.89 billion litres of raw water.

The supply of water is expected to cater to demands in Selangor, Kuala Lumpur and Putrajaya until 2025.

Selangor Mentri Besar Tan Sri Khalid Ibrahim recently admitted the need for the plant but stressed that the takeover should be within the state government's expectations.

Khalid has proposed that all water assets in the state, including the Langat 2 water treatment plant, come under state investment arm Kumpulan Darul Ehsan Bhd (KDEB).

KDEB has made an offer to buy all the existing water assets in the state but Puncak Niaga Holdings Bhd has yet to accept the offer.

Ongkili said both consumers and investors have been impacted by the delay in the construction of Langat 2.

"Overall, 710 (investment) projects have been postponed based on the advice of SPAN (the National Water Services Commission).

"We didn't want investors to start on a project but not continue because we could not guarantee them water.

"It is not an emergency but it (the depleting water reserves) is at a worrying stage," Ongkili said.

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2013-08-21 09:35 | Report Abuse

today engine start alrdy , dun miss it.haha

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2013-08-13 16:04 | Report Abuse

On the way to rm0.50

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2013-07-31 14:01 | Report Abuse

haha , good result

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2013-07-22 12:07 | Report Abuse

Today many ppl taking profit

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2013-07-17 12:49 | Report Abuse

afternoon , azrb 's showtime alrdy. haha

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2013-07-16 11:46 | Report Abuse

up slowly and steady to 1.30
enough alrdy ..

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2013-07-15 09:00 | Report Abuse

Salcon ,azrb and mmcorp bid under 1combine company la ~they are not competitors la

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2013-07-11 13:53 | Report Abuse

Really gt project or nt?

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2013-06-21 16:45 | Report Abuse

Finally this sleeping giant wake up

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2013-06-20 12:19 | Report Abuse

why drop so much?

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