Joel

Joel | Joined since 2013-12-16

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Stock

2014-03-12 17:04 | Report Abuse

Still will drop below Rm4.00.
wait wait wait.

Stock

2014-03-12 17:01 | Report Abuse

Kossan: Price Target Upside Rm0.31.
Still can buy in.

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2014-03-12 16:49 | Report Abuse

still got space to increase the Price fr now b4 Bonus issue is given to all of us.

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2014-03-12 16:48 | Report Abuse

Price Target Upside around RM0.300

Stock
Stock

2014-03-12 16:39 | Report Abuse

is rebound back....

Stock

2014-03-11 21:21 | Report Abuse

My remisier also almost similar opinion with asamlaksa.
He told me to buy to keep tightly Dsonic.

Stock

2014-03-11 11:25 | Report Abuse

Think will rebound today & close at RM3.90 or above.

Stock

2014-03-10 21:08 | Report Abuse

I dun think so Daya is a dead counter.

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2014-03-10 18:52 | Report Abuse

Cannot compared Dsonic b4 share split and after share split, it is different condition.
B4 share split, total up Dsonic share is at the ( 135,000,000 Datasonic Shares ),
but after Dsonic split , total up the share is increased at ( 675,000,000 Subdivided Shares).

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2014-03-10 15:28 | Report Abuse

Dsonic might get Passports contract fr gov bcos of MH370 aircrafts matter.

Stock

2014-03-10 15:09 | Report Abuse

It may reach at RM4.00 today.
Of cos everyppls is waiting for the Bonus Issue.

Stock

2014-03-08 23:42 | Report Abuse

2-3 days to go at RM4.00 soon begin next Monday.

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2014-03-07 11:59 | Report Abuse

The day I released Brahims to buy in Dsonic , silkhld.
i also keep Kossan share since October 2013 after share split, 1:1.

Fortunately I hold until now.

Stock

2014-03-07 11:53 | Report Abuse

As a conclusion: above chinese news related to Kossan is good news.
Dun worry juz buy.
Kossan build factory in Indonesia, cheap labor charge & RM vs US Dollar around RM3.30
Good news to Kossan invest factory in Indonesia.

Stock

2014-03-07 11:49 | Report Abuse

May reach RM4.20-RM4.40 end of Mac 2014.

Stock

2014-03-07 11:47 | Report Abuse

On the road to rm4.00.

Stock

2014-03-06 20:23 | Report Abuse

I am hoping after Bonus Issue , Dsonic price will be at Rm2.50 or above.

Stock

2014-03-06 20:22 | Report Abuse

Few week ago I released already but juz only earned Rm1200 after deduct brokearge fee & etc.
Now I really dunno wether still can enter or or?

RM2.70 for Brahims worth still to buy in?
Campany only earned / accumulative Profit after Tax only at RM12,000,000 lebih kurang , right?

RM2.70 seem like too high to chase, I feel so confuse?

Stock

2014-03-06 20:09 | Report Abuse

My Prediction Fri close at RM3.80 or above.

Stock

2014-03-06 20:09 | Report Abuse

Still got chance to collect at below RM4.00.
If above RM4.00, is hard to buy in. unless u so kaya.

Stock

2014-03-06 13:19 | Report Abuse

ironman3, dun worry will rebound ones. Think Bonus Issue.

Stock

2014-03-06 13:16 | Report Abuse

产量增提高销量 高产尼品净利上看1.8亿

财经新闻
财经

2014-03-06 12:53

(吉隆坡5日讯)鉴于高产尼品工业(KOSSAN,7153,主板工业产品股)今年产能将额外增加50亿只手套,券商因而预测,2014财年全年净利将随之年增29.4%,创下新业绩表现记录。

高产尼品工业2013财年末季净利和营业额分别增长30%和2.76%,至3855万6000令吉和3亿2738万3000令吉;全年净利和营业额则年增37.5%和6.14%,分别至1亿4064万5000令吉和13亿976万9000令吉。

上述业绩表现,归功于产量提高而拉高销售量,而且赚幅也年增了3%至14.3%。

达证券分析员表示:“我们认为,2014年对高产尼品工业来说是精彩的一年,因为其产量会进一步增加,至每年额外50亿只,料净利因而增加29.4%。”

他预料,该公司2014财年净利可达1亿8200万令吉。

券商首选股

联昌国际研究分析员也评选高产尼品工业为领域首选股,因为其多元化收入来源策略,以及专业用途手套销售量不断增加。

“高产尼品工业当中一半天然胶手套销售额,来自于专业领域客户。稳定的客户,减少公司对天然胶手套整体市场需求下滑忧虑。”

此外,其技术胶手套和无尘室手套产品赚幅强劲,协助支撑整体业绩表现。

“虽然手套制造领域竞争激烈,但我们相信其专门且高品质的手套销量,不会受到太大的影响。”

安联研究分析员也根据其销量稳定而预测,高产尼品工业的销售额增长率将超于领域平均水平。

“我们认为,该公司未来销售额增长率可超越市场平均的18%。”

传有意投资越南

高产尼品工业高层在近期内,数次造访越南,外界因而传言该公司有意在当地投资。

联昌国际研究分析员表示:“基于公司在印尼建设技术胶手套厂房的可能较高,我们猜测越南的投资或会是胶手套厂房。”

无论如何,他认为投资国外是对的决定。

“我们认为这是对的策略,因为在越南和印尼设厂不但可享有税务减免,而且当地劳工成本比较便宜。”

http://www.nanyang.com/node/604171?tid=462

Suggestion : May Accumulate Kossan as the price now is not exceed RM5.00 or more.

Stock

2014-03-06 11:45 | Report Abuse

I will hold Dsonic until Bonus Issue is given to us.

Stock

2014-03-05 22:27 | Report Abuse

Dsonic anytime can rebound.

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2014-03-05 22:20 | Report Abuse

The most imminent of the lot would be Reach Energy Bhd, the upcoming O&G exploration and production shell, which has Daya Materials Bhd as its initial investor.

Daya will be paying RM8mil for a stake in Reach Energy, headed by its director Shahul Hamid Mohd Ismail.

In July, Daya told Bursa that it will subscribe to 533,334 redeemable convertible preference shares in Reach Energy at RM4.50 each and acquire 12.44 million shares in the shell company at 45 sen each.

On the other new stricter guidelines for SPACs, it includes extending the moratorium on promoters and initial investors as well as capping the discounts these investors enjoy in their SPAC shares,

The new rules also stipulate that the initial investors of a SPAC can only enjoy a 40% discount on their shares.

Stock

2014-03-05 22:19 | Report Abuse

U think will rebound tomolo.
Dun worry.

Stock

2014-03-05 08:43 | Report Abuse

http://biz.sinchew.com.my/node/91054?tid=18

末季意外蒙虧‧達雅油氣前景仍看好
2014-03-04 17:47



(吉隆坡4日訊)達雅集團(DAYA,0091,主板貿服組)末季虧損1千558萬令吉令人失望,惟大眾研究認為,該公司旗下油氣業務前景依然亮麗,尤其是旗下兩艘船只長期出租,將提供未來盈利可見度。

電纜工程超支重挫業績表現

大眾研究指出,達雅集團2013年財政年第四季業績表現,出乎意外地重挫,主要是去年10月完成大部份的設置電纜工程的成本超支所致。今年至今為止營業額按年增長85%至5億1千350萬令吉,惟淨利卻按年大跌83%至340萬令吉。

達雅集團管理層保證,它的成本超支已在最新一季全面計算在內,從2014年財政年起的資產負債表將輕盈俊俏。

大眾表示,達雅集團旗下業務成長緩慢及行業受到外國競爭對手的競爭,惟該公司持續推行營運措施以改善生產效率及成本架構,並已反映在最新業績里。

該公司營業額走高,主要是數項工程計劃延遲推行所致,使今年的營業額料有增無減,特別是持續建立及執行它的工程合約訂單。

達雅集團的利好,包括兩艘只Siem Daya 1及Siem Daya 2都長期出租給Technip,以便在北海投入操作,旗下勘探及生產業務——Reach Energy業務前景良好(即將要上市),下游化學及特殊起重服務及手握17億令吉的工程合約等。

大眾預測其2014年核心淨利為4千610萬令吉,2015年為5千570萬令吉。該行對它保持“超越大市”評級,目標價保持在43仙,或等於其2014年財政年預測本益比的12倍水平(預測每股淨利為3.7仙)。

Give DAYA a Chance to invest .
Thanks a lot to all investors.

Stock

2014-03-05 08:36 | Report Abuse

目标价:4.08令吉

最新进展

德达飞讯(DSONIC,5216,主板贸服股)的2013财年营业额按年上涨45.9%,至2亿6070万令吉,归功于Mykad供应增加,刺激销量走高。

同时,在经济效益提升及护照合约回酬率改善下,税前盈利按年倍增至1亿100万令吉;全年净利达8189万9000令吉。

行家建议

该公司的2013财年净利符合我们的预期,达全年预测的101.4%。

让我们惊讶的是,管理层宣布以1配1方式派送红股,完成后,该公司的股本将倍增至13亿5000万股。

我们相信该公司有意通过上述活动改善股票流动性,以回馈现有股东的支持。

去年12月中旬,该公司完成了把1股分拆为5股的活动。

我们预计该公司完成派送红股活动后,将有助于促进股票交易,因此把本益比从23.5倍,增至25倍。

同时,我们也把2014财年及2015财年预测微调0.8至1.2%,目标价为每股4.08令吉。

鉴于股价仍有13%上涨空间,我们因而给予该股“买入”评级。

http://www.nanyang.com/node/603691?tid=709

Stock

2014-03-05 08:33 | Report Abuse

Expect will hit at RM3.80 close at RM3.78

Stock

2014-03-04 06:46 | Report Abuse

DAYA will recover back to normal price soon RM0.40 above.
Dun too worry, long term investment not to concern this matter.

Stock

2014-03-03 16:07 | Report Abuse

Maintain BUY. While making no major changes to our assumptions, we
tweak our FY14F-FY15F forecasts 0.8-1.2% higher for housekeeping
purposes. In view of the likely improvement in trading interest following
the proposed bonus issue, we are bumping up our valuation to a 25.0x
P/E (from 23.5x). Rolling forward our valuation to FY15, our FV now
stands at MYR4.08 (or MYR2.04 ex-bonus). Given the upside of over
13%, we maintain our BUY recommendation.

Stock

2014-03-03 16:03 | Report Abuse

Thheavy , good future OG campany !
grab if can.

Stock

2014-03-03 16:01 | Report Abuse

Malaysia-based contractor TH Heavy Engineering (THHE) has, as expected, landed the procurement, construction and commissioning job for the topsides for Petronas Carigali’s Kinabalu non-associated gas (NAG) project off Sabah, East Malaysia. THHE should take about 18 months to complete the workscope, including fabrication at its Pulau Indah yard.

Stock

2014-03-03 15:09 | Report Abuse

Time to rebound i Think.

Stock

2014-03-03 15:03 | Report Abuse

Kossan will rebound anytime.

Stock

2014-03-03 15:00 | Report Abuse

DAYA MATERIALS BERHAD - An Unexpected Finish

Author: PublicInvest | Publish date: Mon, 3 Mar 10:13

Daya’s full year FY13 performance took an unexpected dive in 4Q,

attributed to the cost overrun in the cable laying project which was largely completed in October 2013. YTD revenue recorded RM513.5m (+85% YoY) while earnings plunged to RM3.4m (-83% YoY).

Management has reassured that the cost overrun issues have been fully accounted for this quarter and hence will start their FY14 balance sheet on a clean slate.

Despite our disappointment to this quarter’s unfavourable outcome, fundamentally based on the prospect of Daya’s O&G segment in particular, its vessel chartering will provide growth for the Group going forward.

We are maintaining our Outperform call on Daya with an unchanged TP of RM0.43 based on 12x multiple to its FY14 EPS of 3.7 sen.

Dragged by Oil and Gas (O&G).From what we understand,

Daya initially recorded higher profits YoY, however due to the cost overrun issue from the cable laying project, a revision had to be made to the profit margin.

Albeit this incident, O&G will contribute significantly going forward, premised on

i) the LT charter of Siem Daya 1 (SD1) and Siem Daya 2 (SD2) to Technip, which has been deployed in North Sea as of end-February.

ii) prospects of exploration and production business via its investment into Reach Energy (soon to be listed SPAC).

iii) Downstream chemicals and specialised lifting services. iv) Outstanding orderbook of RM1.7bn.

Improving Polymer business.

A slow growing division from the prospects of the industry and continued foreign competition.

The Group however had implemented ongoing operational initiatives to deliver better production efficiency and improved cost structure, reflected in the positive results.

Technical Services to grow. Revenue increased due to the progress in several projects which were previously delayed, thus higher revenue was registered this year.

A significant contributing division going forward, as the Group continues to build and execute its orderbook.

Maintain Outperform. We continue to recommend Daya based on our PE valuation of 12x implied PER to our FY14F EPS of 3.7 sen.

As the Group’s vessels SD1 and SD2 have already been chartered out for a LT contract with Technip, earnings visibility is already materialised hence we see our valuation as reasonable at this juncture.

Source: PublicInvest Research - 3 Mar 2014

Stock

2014-03-02 17:31 | Report Abuse

I think is going to rebound on tomorrow Monday.

Stock

2014-03-02 17:25 | Report Abuse

Iris worth to invest.

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2014-03-02 17:22 | Report Abuse

short term loss money ma, what to affraid ?
Bought vessel to invested in OG business.
Dun forget Daya stilll have OG contracts in hand,
promise to earn money in next coming Q.

Stock

2014-03-01 15:03 | Report Abuse

This year 2014, is the good year shinning year for OG campany, trust me. Keep tight ur OG campany like THHEAVY, DAYA, ALAM, etc

Stock

2014-03-01 15:00 | Report Abuse

Monday will rebound back to normal price RM4.50 >