cheyhaw2

cheyhaw2 | Joined since 2015-03-18

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Stock

2017-03-01 20:06 | Report Abuse

It must be Proton back to profit, seen lots of new Personas on the road now, more than the ugly Bezza

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2017-02-28 15:24 | Report Abuse

Simply utter rubbish

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2017-02-01 01:45 | Report Abuse

In your dream

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2017-01-14 16:05 | Report Abuse

Go seat inside it then you will understand what is meant by cheap

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2016-12-30 14:49 | Report Abuse

Don't worry Bro, with 90 million population, over 70% adult, Vietlott's operation result will be explosive in coming years, just buy and keep.

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2016-11-23 17:52 | Report Abuse

better start buying beginning of december

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2016-11-23 17:51 | Report Abuse

C19, C20 expiring in 7 days, something fishy ???

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2016-11-23 17:43 | Report Abuse

sinking ship , oh man

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2016-11-08 00:01 | Report Abuse

up up to the sky

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2016-10-31 17:42 | Report Abuse

Ticket to Holland

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2016-10-18 09:15 | Report Abuse

Which listed company does not have debt?

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2016-10-17 04:06 | Report Abuse

It's only in Ho Chi Minh City, not yet nationwide.

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2016-10-14 13:02 | Report Abuse

Start engine now, TP RM 2.50 by year end

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2016-10-11 16:45 | Report Abuse

Today eX dividend 2 cents

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2016-08-25 16:26 | Report Abuse

Time to collect now, let your anak cucu sell for RM10/share

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2016-07-05 19:56 | Report Abuse

Dr already coming for one year but never came

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2016-04-09 00:28 | Report Abuse

no free warrant for us, it is going to be issued together with ICUL to the seller of BJlands shares

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2016-04-04 19:46 | Report Abuse

Back to RM3, DRB may look for foreign partners to take up shares in Proton

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2016-04-04 19:42 | Report Abuse

no news is good news

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2016-04-04 15:39 | Report Abuse

DRB sells motorbike and lorry also

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2016-03-30 15:45 | Report Abuse

Buy keep and forget

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2016-03-10 17:45 | Report Abuse

AAX same like MAS, bleeding non stop

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2016-03-10 17:44 | Report Abuse

MAS was last traded at RM0.265 before it gets delisted :)

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2016-03-10 04:12 | Report Abuse

Please be aware that the profit in last qtr is due to Other Income and gain of forex, you can't have so much other income and gain on forex every quarter, can you?

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2016-03-07 02:17 | Report Abuse

UEMS not involve in this project

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2016-03-03 18:13 | Report Abuse

In your dream

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2016-02-19 00:44 | Report Abuse

DR your TP 20 sen from 2015 till 2016 still not reached leh

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2016-02-17 23:22 | Report Abuse

Part cost is zero, will be bear by vendor

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2016-02-05 16:03 | Report Abuse

Will back to RM1 in no time

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2016-02-02 14:43 | Report Abuse

Vietnamese more keen on betting

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2016-02-01 19:48 | Report Abuse

Tomorrow many uncles aunties will come out to buy BJCorp

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2016-02-01 19:47 | Report Abuse

兩週前,成功集團(BJCORP,3395,主板貿服組)宣佈在越南贏得一紙為期18年的獨家彩票經營權,預料今年中推出第一項樂透積寶遊戲,之後再陸續推出數字遊戲。
更讓人驚訝的是,該集團打算在未來5年,於越南境內設立1萬個投注站,畢竟國內測字業龍頭、每年收取超過30億令吉投注額的成功多多(BJTOTO,1562,主板貿服組),目前也不過只有約680家投注站而已。
經反覆研究,《股海撈月》最終決定把2016年第一炮,射向沉寂多年的成功集團,看看這家作為大馬商界鉅子丹斯里陳志遠旗艦公司的大財團,能否順著勇闖越南彩票和數字市場的士氣,吹響股東們久候多時的反攻號角……
積極調整資產組合
成功集團是陳志遠一手打造的多元財團,業務覆蓋範圍非常廣泛,涵蓋了博彩、飲食、地產、零售、媒體、酒店、汽車、綠色科技和金融服務等等,掌控6家“成功系”上市公司和多家私人公司,總雇員人數達1萬8千人。
4年前,陳志遠毅然宣佈引退,把成功集團轉交其長子拿督陳永欽領軍,讓自己有更多時間參與慈善和私人事業;擅長企業活動的陳志遠退下火線後,該公司遂變得低調,再無大動作,加上業績無驚喜,於是漸被投資者忽略,股價也持續下滑。
經過一番沉澱,成功集團近兩年又悄悄活躍起來,除了積極調整旗下資產組合,套現兩項總值約22億令吉的地產及在多家上市公司的投資,還崛起成為立通國際(REDTONE,0032,創業板貿服組)的控制股東,並打算增持成功置地(BJLAND,4219,主板貿服組)股權至75%。
據觀察,成功集團的各種企業動作,頗有優化集團架構和強化核心投資的味道,這是好現象,因為龐大繁雜的企業架構往往難獲市場青睞,優化集團架構對投資信心或有正面助益。
資料顯示成功集團股價曾在2010年6月上探1令吉60仙高點,後來卻逐年下滑,一路敗退到去年8月的34仙才見底。
股票折價高達76%
不管怎樣,由於業績持續有盈利,同期每股淨資產值(NAV)卻持續升高,如今高企於1令吉60仙,意味以截至上週五的36.5仙最後掛價計算,成功集團目前只以其NAV的0.23倍交易,折價幅度高達76%。
此外,成功集團2007年至今每年都派至少1仙單層股息;以目前股價計算,其淨週息率最少有2.74%。
《彭博社》資料顯示,成功集團的偏低估值也引來一些海外基金的關注,如美國Dimensional基金顧問公司就持有該公司1億1千280萬股,全球首兩大資產管理公司――貝萊德(Blackrock)和美國先鋒集團(Vanguard),也分別持有3千零84萬股和1千128萬股。
進軍越賭業
擴大蛋糕
越南是備受矚目的新興國家,經濟成長高達6至7%,因此自越南政府開放賭業的風聲傳出後,許多大財團都磨拳擦掌,準備在當地大展鴻圖;面對群雄割據,成功集團最終仍脫穎而出,將獨家彩票經營權收為己有。
文告資料顯示,成功集團是透過拍夥越南國有彩票公司Vietlott,贏得18年獨家彩票經營權,這意味該公司今次殺入當地賭業,背後有越南政府坐鎮,大大消除了政策風險,尤其在上週越共大會結果符合預期後。
綜合數據顯示,在經濟規模約達1.13兆令吉、非穆斯林人口約1千200萬人的大馬,首3大彩票與測字業者――成功多多、萬能和大馬彩,每年收取的投注額超過70億令吉。
以此為準,就能曉得為何成功集團勇闖越南彩票市場可能對其未來影響深遠,潛力不言而喻。
值得一提的是,成功集團5年前一度飆漲至1令吉60仙高位,關鍵原因正是“與賭有關”;當時,陳志遠打算把即將贏得賭球執照的愛勝閣(Ascot)的70%股權注入成功集團,讓後者深受追捧,不料大馬政府後來突然取消頒發賭牌,收購案也被迫腰斬,成功集團股價就此一蹶不振。
目前,越南經濟規模大約為1千860億美元(約8千億令吉),人口則約9千萬;長期來看,越南彩票與測字市場的潛在規模,比起大馬料有過之無不及,或許這多少彌補了該公司當年痛失賭球執照的遺憾。
至於能否成為成功集團未來的催化劑,就得看該公司如何開墾這塊新到手的寶地了。
購成功置地的背後
成功集團上月杪宣佈以4億1千911萬令吉,向陳志遠和Penta投資公司購買成功置地12%股權,這項購股計劃的付款方式引起《股海撈月》的興趣。
資料說明,成功集團是計劃以3億5千325萬股可轉換債券股(ICULS),外加7億零650萬單位免費憑單和現金6千586萬令吉,向賣家換取成功置地12%股權。
《股海撈月》仔細分析發現,上述安排可謂暗藏玄機,陳志遠和Penta投資讓出成功置地股權,與其說是套現,不如說是為強化在成功集團的權益。
這是因為,10年期ICULS和免費憑單轉換價雙雙設在1令吉,明顯高於成功集團的36.5仙市價,即使在馬股交易相信也不易脫手,若成功集團股價無法在未來10年裡衝破1令吉,大量持有ICULS和憑單的兩位賣家可就虧大了。
然而,若成功集團股價未來大幅高於1令吉,陳志遠和Penta投資如今自願以吃虧條件讓出成功置地股權,卻是極精明的做法,也是他倆看好成功集團前景的最實際表現。


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2016-01-28 19:11 | Report Abuse

40cent before CNY

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2016-01-02 14:46 | Report Abuse

The most undervalue conglomerate company in Bursa, may BJcorp become the rising star of 2016. God bless.

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2015-11-12 16:19 | Report Abuse

Up Up Up non stop

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2015-11-11 16:26 | Report Abuse

2nd quarter not yet out, already talking 3rd quarter, real cbk

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2015-11-09 11:58 | Report Abuse

buy buy buy TP 1.60

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2015-11-05 17:13 | Report Abuse

I pray everyday

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2015-11-05 17:13 | Report Abuse

1.90 Please

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2015-11-05 16:09 | Report Abuse

buy buy buy please save my C10, lose a lot of money in it

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2015-11-03 00:23 | Report Abuse

Yes heavy weight, but once it moves, you can't stop it, just need patient. haha