Kttai

Kttai | Joined since 2015-05-27

Investing Experience Intermediate
Risk Profile Moderate

Philosophy of investment: -The biggest risk is you do not manage your risk. -Price high does not mean expensive and price low does not mean cheap as well. -I dare to cut loss, but I am not afford to miss any chance to win big.

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Stock

2017-05-31 21:37 | Report Abuse

anyhow asset reevaluation also a gain. that's why it was park inside profit. like your house suddenly value increase, in paper you make profit actual your money inside the bank is same. unless you sell you house then it will be real gain in profit.

Stock

2017-05-31 21:31 | Report Abuse

In the yrly 2016 report, there declared 89m gain from asset reevaluation, I assume this it the one time gain. I take out this figure, that's why energy segment was around 22m.
remarks, I aware Q2 have slot of associate gain and share gain. It was included asset reevaluation.

Stock

2017-05-31 20:50 | Report Abuse

If you aware and understand of q1 of 2017 result, it already beat any qr of 2016. Cheer

Stock

2017-05-31 20:31 | Report Abuse

I did not study its energy that details, since you ask and my two cents,
Energy segment are project basis and upstream oil production. Last year 22m, average 5.5m per quarter, coming qr will not have much different I expect. 2nd half could be more than 1st half with extra farm out oil project and power plant. Anyhow, I think IT still lead the profit in this year.

Stock

2017-05-31 20:04 | Report Abuse

Wah , if rm1, I think that time gold price already usd 6000/oz. Haha

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2017-05-31 19:48 | Report Abuse

I also hope solar market will recover one day, but I don't know when, possible 1 yr or 10yr. Some are like to wait , some will move on their investment journey.
You can not expect different result if you repeat the same thing. What you do today , will be the result of tomorrow.
I do not mean you should sell or you should buy.
Finally, you have to make your own choice.
Good luck.

Stock

2017-05-31 18:49 | Report Abuse

Yes, Goinvest88, you are absolutely right and on the point.
compare the profit of IT compare to last year.
Yr2017 cumulative
Q1IT14m, energy3.8m
==================
Yr2016 cumulative
q4,IT21m( 5m),energy112m( 26m)
q3,IT16m( 4m),energy86m( 4m)
q2,IT12m( 6m),energy82m( 83m)
q1,IT 6.9m,energy -1.5m

The growth of IT hit 280%, these were contributed by additional of 1/2 qr of e working permits and improved of b2g and b2b. Coming Q will be full Q of e working permits. Profit from IT will be very interesting. Expecting VEP between Thailand between Malaysia and new project from energy will start in Q3, I expect Q3 and Q4 will delivery every much better results. Finally, growth of 30% Rev and 20% profit are acheiveable.

Could happen as well, Win the power plant in Indonesia, others IT project as well like VEP for Malaysia enter to Thailand. Thailand government may follow Malaysia as well. Potential of VEP between Indonesia , Brunei and Malaysia may follow in the near future. Future will tell.

Stock

2017-05-31 15:18 | Report Abuse

When up ,worry a trap. When down, nervous to be trap.

Stock

2017-05-31 14:08 | Report Abuse

I miss Bruce, come come come, let shout up up up.

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2017-05-31 07:42 | Report Abuse

no much can drop already lah.

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2017-05-31 07:39 | Report Abuse

no much can drop lah. refer to chart.

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2017-05-30 19:33 | Report Abuse

Most people easy on profit taking from good stock and difficult to cut loss from bad stock.

Stock

2017-05-30 14:01 | Report Abuse

where are Bruce today, I am just kidding.
come on and let us call up up up, hua hua hua and ong ong Ong...

Stock

2017-05-30 11:48 | Report Abuse

every 4yrs ask money from investors.
good thing only price spark at very short moment.
the best thing is still making loss after collected money.
it is real stock for newbies, to learn a lesson.
high risk dose not come with high return.
low risk also dose not mean can not get high return.

Stock

2017-05-30 10:46 | Report Abuse

Dog is faithful and best friend of human. It is good partner of hunter. if bornoil is dog, it will serve it's boss with it best, another word to reward all the share holder.

Stock

2017-05-30 07:15 | Report Abuse

News early of May ,FYI
(吉隆坡2日讯)迪耐(DNEX,4456,主板贸服股)有信心,藉著其两大核心业务,即信息科技(IT)及电子服务,和能源业务持续的成长,公司2017財政年(12月31日结账)的营收和核心净利有望双双获得双位数成长。

迪耐董事经理再纳阿比丁在今日的股东大会后向媒体表示,去年IT及电子服务占了迪耐逾86%的营业额,今年预计將继续成为公司的主要推动力。另外,该公司今年放眼打进包含太阳能、水力和地热等再生能源发电业务,並透过子公司--迪耐油田服务有限公司(DOSB)进一步向国油公司爭取更多的定向钻井(directional drilling)合约,令其能源业务进一步成长。

「去年迪耐拨出了逾1亿2500万令吉的资本开销,以收购英国Ping石油公司股权和OGPC公司等,今年公司的资本开销將降至5000万令吉以下,主要用以投资再生能源业务。」


竞標太阳能发电项目

他补充,迪耐正在竞標大马能源委员会(EC)的第二轮太阳能发电厂项目,计划在大马建造30兆瓦(MW)等级或以下的发电厂;同时,该公司在印尼竞標小型水力发电站和地热发电站项目。「印尼对电力的需求很大,这是我们选择进军该市场的原因之一;我们期望,可以在今年结束前得到好结果。」

再纳阿比丁透露,迪耐计划先由小型的再生能源发电项目开始,一步步建立自身的品牌和实力,隨后再伺机扩大规模。

「再生能源发电业务,將为公司带来稳定可持续收入。」

他指出,去年迪耐IT业务营收在新成立的汽车入境准证和收费系统(VEP&RC)业务激励下,按年大起62%,进而使该公司总营收按年上涨近1倍。

「我们已获得马新边境的VEP和RC系统合约,接下来我们將放眼马泰边境设立相同系统。」

他亦表示,排除一笔近9000万令吉的负面商誉註销所得,迪耐去年的全年核心净利约为5000万令吉,按年翻了5倍左右,IT和能源业务对公司净利的贡献比重大致相等。

「迪耐去年净利大增反映出,我们此前选择在低迷时进军油气业的决定收效,接下来將从油气业的上升循环中受益。」

一位不愿具名的小股东向《东方財经》透露,迪耐管理层信心满满地表示,根据年初至今的表现,该公司可在今年达成营收成长至少30%,核心净利成长至少20%的目標。

小股东也引述再纳阿比丁表示,「迪耐目前零负债,並有逾7200万令吉的现金在手,坐拥充裕的財政空间,以为未来的发展项目做准备。」

该小股东透露,迪耐管理层估计,大马的定向钻井市场每年价值为2亿至3亿美元(约8亿7000万至13亿令吉),而该公司的目標是在3年內,將其大马市占率提升至10%。

迪耐今日大起10.83%或6.5仙,以66.5仙掛收,成交量达1亿6695万股,是全场第2大热门股。

Stock

2017-05-29 23:28 | Report Abuse

I think many here are too much focus on price. Buying a good company and trading a product are differents. A product can not generate more profit, you have to sell it with the price you expect later. A company will continue generate profit to you and you should not sell this business.
Only when it can not generate enough profit for the price you pay, then it is time to sell. For now, Dnex still worth to hold.
Gd9.

Stock

2017-05-29 23:20 | Report Abuse

Ya, magnum is good. If both can drop their price , I will be happy to own as well. Thank our serious gentleman Bracoli. You win.

Stock

2017-05-29 22:31 | Report Abuse

Tecpower, you are patrol or solar power? Dnex need power to boost up the price leh, give your power to here, haha

Stock

2017-05-29 22:25 | Report Abuse

Bright prospects. I thought will drop more today so that can get some. Haha.

Stock

2017-05-29 21:59 | Report Abuse

Bruce, you everyday call up up up, but not really happen. Maybe you should call Hua Hua Hua or ong ong ong, see it will happen or not. Haha

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2017-05-29 21:54 | Report Abuse

Agreed with greatful. Haha

Stock

2017-05-29 21:47 | Report Abuse

See , when price drop, now attract the people's interest from every where. More and more comer to this stock. Haha

Stock

2017-05-29 20:43 | Report Abuse

The most active stock so far only two are green and the rest were red. Price down is an opportunity for investor.

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2017-05-29 17:25 | Report Abuse

the share buy back expired, need to renew further.

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2017-05-29 17:21 | Report Abuse

coming agm to propose for 10% share buy back.

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2017-05-29 17:20 | Report Abuse

good sign for share buy back

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2017-05-29 15:52 | Report Abuse

4.7m doubtful debt write off from .and extra cost 6m for trade of merchandise compare to flip qr.

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2017-05-29 15:15 | Report Abuse

price already adjusted to 12c, right?
then not entitle bonus

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2017-05-29 15:11 | Report Abuse

what price you buy?

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2017-05-29 14:39 | Report Abuse

in the near future, maybe company call china chop stick limited will come to list in Bursa, will you buy.

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2017-05-29 14:32 | Report Abuse

from an egg to chick also need 21days lah.

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2017-05-29 14:29 | Report Abuse

I am talking ponzi game, not cap. ok

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2017-05-29 14:26 | Report Abuse

later all they money in bank could be hack by someone and all inventory might be stolen as well.

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2017-05-29 14:15 | Report Abuse

I have strong feeling, the counter will be delist.

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2017-05-29 14:09 | Report Abuse

sorry I don't mean anyone of you.

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2017-05-29 14:07 | Report Abuse

Malaysian are very naive. Believe ponzi game , believe low risk high return, believe people are good kind will not cheat anyone. Then only realise they are paying high risk low return and even dunno he was been cheated.

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2017-05-29 13:57 | Report Abuse

toilet paper is more expensive then this one

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2017-05-29 11:50 | Report Abuse

beside the FA. the 3months mid termTA from at triangle up trend end point, break through is just a matter of time. Might happen this few days or later.

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2017-05-29 09:36 | Report Abuse

no worry lah bonus won't run away.

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2017-05-29 09:09 | Report Abuse

me as well

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2017-05-28 19:05 | Report Abuse

ya, more and more china solar companies come to Malaysia and use Malaysia as a stepping stone to export Solar to Europe and US. The price competition will be more and more tough in the future. This is the major solar industrial consolidation. Perhaps also some reason from the United Nation and government to make the solar cheap so that to switch the conventional energy to clean energy.

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2017-05-28 17:18 | Report Abuse

I cut when it was 1.14 last yr. I feel it will take long time to turn around. I am still awaiting.

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2017-05-28 17:16 | Report Abuse

worst case 0.45c every quarter, one year only earn 1.8c , Price at 60c now, PER is 33.
will this price justify and worthy.

News & Blogs

2017-05-28 16:39 | Report Abuse

let us have different thoughts, I3 might be too boring and we need. some fun from some people. Depends on how you look at it, I sincerely thank for all the author to post any articles. It fill up the imperfections.

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2017-05-28 16:23 | Report Abuse

amount of cash can be on of the reason, last year Oldtown also removed from shariah due to too much cash. No sure this is same reason not, I will said it is possible.

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2017-05-28 16:01 | Report Abuse

yes, too much cash did not comply with shariah, shariah fund throw, smart investor collect.

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2017-05-28 13:18 | Report Abuse

FYI

净利跌引拋售 旧街场前景仍看好


(吉隆坡26日讯)旧街场(OLDTOWN,5201,主板贸服股)交出了净利按年下跌四成六的末季业绩,令许多投行大跌眼镜,儘管如此,分析员以该公司快速消费產品(FMCG)及出口市场的成长潜力,继续看好该公司的前景。

不过,旧街场週五早盘面对恐慌拋售,股价一度严重插水。该股先以2.64令吉低开,在投资者大力拋售下,急速滑落至全天最低的2.47令吉,重挫20.06%或62仙。

惟,该股隨后稍微收復失地,在买卖双方的拉锯战中,股价在2.70令吉至2.80令吉之间波动,最终以2.78令吉掛收,全天滑落10.03%或31仙,排在下跌榜第2名。该股全天共有2172万股易手,是第18大热门股。


旧街场2017財政年末季(截至3月31日止)净利按年减少46.03%,至991万令吉;但营业额按年微升2.34%,至1亿零696万令吉。

全年而言,该公司净利和营业额按年增加16.26%及8.08%,至6077万令吉和4亿2520万令吉。

大马投行分析员认为,旧街场末季净利下跌,归咎于该公司认列一笔450万令吉的坏账拨备,以及承担较高的员工成本及开销。

「若排除上述不利因素,该公司末季业绩依然可圈可点。旧街场末季FMCG销售取得10%的健康成长,而出口至中国总额也大幅飆涨71%,抵消了本地销售下跌的影响。此外,其他国家的销售甚至取得超过1倍的增幅。」

同店销售增长正面

虽然旧街场的饮食业务因关闭了国內4%的分店而下滑,但庆幸的是,该公司仍交出正面的同店销售增长(SSSG)。

另外,该公司的资本开销较去年上涨一倍,显示该公司將继续自动化业务。

肯纳格投行分析员则指出,该公司2017財政年全年核心净利为6080万令吉(按年升16%),符合预期,但旧街场宣佈派发每股1仙的终期股息及3仙特別股息,令他感到意外,因为將全年派息推高至每股10仙,高于他预测的每股6仙。

「旧街场看似倾向將七成的净利用来派息,因此我们將该公司2018財政年的每股股息预测上调至11仙。」

出口业务看好

同时,该分析员预测2018至2019財政年净利,分別为7150万令吉和7600万令吉。

展望未来,丰隆投行分析员预测,隨著亚洲市场(尤其是东盟、中国及台湾)的人口总数和中產阶级不断攀升,旧街场的出口业务將继续成长,而该公司也將在近期,于越南、柬埔寨、香港及澳门获得分销执照或签订合作协议。

在旧街场召开匯报会之前,肯纳格投行给予该股「与大市同步」投资评级,目標价从2.64令吉,上调至2.95令吉。

大马投行员重申该股「买进」评级,合理价维持在3令吉,而丰隆投行则建议「守住」,目標价是2.62令吉