MyWay

cmLai | Joined since 2015-12-15

Investing Experience -
Risk Profile -

Followers

1

Following

0

Blog Posts

0

Threads

489

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
489
Past 30 days
2
Past 7 days
0
Today
0

User Comments
Stock

2016-12-01 21:24 | Report Abuse

RH Research
Like This Page · 1 hr ·

VIVOCOM – 理性思考及分析

VIVOCOM的话题一直以来都非常火热,几乎每天都可看到“护主”派和“看扁”派的股友在争论。本专页认为双方都有道理。至于是否可以投资在VIVOCOM,则取决于大家的投资心态和理念。

首先,VIVOCOM的业绩在官方未发布时,CIMB投行已在28日率先发布最新的分析报告。报告里的数据和VIVOCOM业绩的相识度非常高,几乎可说是一样。随着业绩内幕泄漏,CIMB投行在发现犯下错误后赶紧把报告删除。然而,一切都太迟,这份报告被第三者及时下载并发布在部落格。

对于这件事情,CIMB投行的确是犯下非常严重的错误。VIVOCOM也不应该在官方未发布业绩前,把业绩数据和投行们分享。大马交易所理应对双方采取处分,以杜绝同样的事件不再发生。根据多数人的看法,VIVOCOM管理层和CIMB投行分析师的关系非常友好,双方拥有不浅的利益关系。

值得一提,CIMB投行和MIDF投行分别对VIVOCOM设下RM0.62和RM0.40的最新目标价。虽然VIVOCOM的业绩下滑,但是CIMB投行并未下调其目标价,似乎意味着它想借助大众的力量再次推动VIVOCOM。本专页也不排除CIMB分析师或许已在私底下累积非常多票,只是在等待正确的时机出动。

无可否认,VIVOCOM管理层确实有狡猾之嫌,但是从大局观来看,CIMB投行和VIVOCOM双方的方向都是一致,就是希望把VIVOCOM的股价推高,要不然也不需大费奏章和无时无刻追踪点评VIVOCOM的企业发展。

其实,对于股民来说这是件非常好的事情。然而,对于一些非常遵守于价值投资的股友,他们会认为VIVOCOM管理层想把股票推高,然后再丢给散户接票及套利。换句话说,他们认为管理层和CIMB投行不诚实及想要坑散户们。这已是道德上的问题。

至于本专页的看法,散户最重要的是从股市里赚钱。大家只要专注在自己身上就足够了,不贪心追高及在对的价位套利。大家也可和他们顺势一起赚钱。

回归基本面和FY16Q3业绩,VIVOCOM的营收和盈利按季分别下滑54%和42%,主要因为建筑项目的收入进账周期不一样。这个季度的收入恰好遇到其建筑项目进账周期的淡季。必须强调,VIVOCOM低迷的营业额并不是因为它的建筑项目进度不如或者工程往后延迟。

此外,VIVOCOM这个季度的建筑毛利率 (Gross Profit Margin)和前两个季度的数据是一样,维持在25%左右,显示出VIVOCOM的执行能力并没有任何问题。同时,它另两项业务 - 铝窗/门安装和电信设备安装业务的赚幅也按季提升。

展望未来,目前VIVOCOM手上的订单强劲,可维持集团未来2至3年的收入。管理层表示VIVOCOM有信心在FY16交出优越的业绩。因此,本专页认为,只要VIVOCOM按照原有计划和进度来执行建筑项目,它明年的建筑业务预计会有非常可观的收入进账。这还未包括未来潜在获得的建筑项目,如南马铁路项目等等。

估值方面,VIVOCOM近3个季度的累积每股盈利是1.64仙。只要VIVOCOM有能力在FY16Q4交出RM15m以上的业绩,它的每股盈利可达2.20仙左右。以标准的10倍PE计算,VIVOCOM短中期的潜在价值处在RM0.22左右。

为什么是短中期呢?这是因为VIVOCOM拥有3张凭单,可进一步稀化股东盈利。然而,VIVOCOM最早到期的凭单是WB,2018年9月。同时,这3张凭单都是以溢价交易,短期内不会有人去行使。换句话说,在未来的一年内,大家根本不需在意凭单所带来的稀化程度。

总结,每个人的投资理念不一样,选股方式自然也不一样。本专页并不是偏帮VIVOCOM管理层或者CIMB投行,只是认为从理性的角度去分析,VIVOCOM的确拥有一定程度的操作价值。VIVOCOM未来2个季度的业绩将成为关键。大家一起期待吧!

Stock

2016-11-30 16:05 | Report Abuse

why index drop so fast

Stock

2016-11-29 19:56 | Report Abuse

I don't think this is bad result
Q3R 15--- 6,741M
Q4R 15--- 2,149M
Q1R 16---19,871M
Q2R 16---21,014M
Q3R 16---12,152M

Stock

2016-11-29 17:41 | Report Abuse

Hope CIMB is correct
China thematic play
Investors remain skeptical about Vivocom’s strategic relationship with CRCC following
newsflow on CEO Dr Yeoh’s potential departure. Findings from our channel checks
suggest that Vivocom remains CRCC Malaysia’s strategic partner and nominated subcontractor.
However, newsflow on the Gemas-JB double tracking project and the
Penang roads project has been slow. But if the “Chinese FDI flow into Malaysia” theme
revives in 2017, we see Vivocom as a clear proxy.

Stock

2016-11-29 10:52 | Report Abuse

Vivocom Intl Holdings Bhd (ADD, tp:RM0.62) - Tracking expectations
https://brokingrfs.cimb.com/dE7p_F6mVDcL8K43yHrEtnsy7lL7MO8Vnb0jx9T--p0FdtQf7x_orbGMqnNhH5iBxTw-3EBfmJHZzQ2.pdf
The note is ‘No Longer Available’ for
Viewing and has been Removed from
our online services etc. Thank You.

Stock

2016-11-28 09:16 | Report Abuse

https://brokingrfs.cimb.com/mJ1e81lRlF5mKsSvBl5o50tYjGLM8SNCGKf6BBGtOX7adQoeNMWRlbRR_0URKvbbGVoNC2qf_PrhBQ2.pdf
Tek Seng Holdings Bhd, which manufactures polyvinyl chloride (PVC)
products and solar cells, expects net profit and revenue for the financial year
ending Dec 31, 2016 (FY16) to improve compared with last year. Group
managing director Loh Kok Beng told StarBiz that the solar cell business should
contribute about 60% to the company’s 2016 revenue.
 “For the past nine months, we have delivered more than 60m units of solar
cells to customers in China and Europe, which is about 20% more than the
same period a year ago,” he said. Tek Seng will gradually increase solar
cell production capacity to 10m pieces per month from six million pieces
currently, or about 250MW production capacity.
 “We hope to achieve the 10 million solar cells per month target by the
second half of next year. The order book for the third quarter 2016 was
about 50% filled up. For the fourth quarter, the order book is about 70%
filled,” he said. Tek Seng targets about 500MW or 120m pieces of solar
cells of production next year. “In 2016, the total output is about 200MW or
60m pieces of solar cells,” he added. Loh said the company initially targeted
to produce 740MW or 156m pieces of solar cells in 2017. (Starbiz)

Stock

2016-11-24 11:29 | Report Abuse

On my view, they burn money to bring down the price is to waiting or offering for "BIG INVESTOR".

Stock

2016-11-24 09:56 | Report Abuse

Vivocom seems to be waiting for something......

Stock

2016-11-11 10:16 | Report Abuse

USD/MYR-4.7300???????

Stock

2016-11-11 09:41 | Report Abuse

index rebound below 20

Stock

2016-11-10 10:47 | Report Abuse

"Nang boh ti nang kui boh ti kui !" ha ha ha GOOD

Stock

2016-11-07 12:16 | Report Abuse

Let together wait for the vivo announcement

Stock

2016-11-07 08:31 | Report Abuse

Posted by CKNYAM > Nov 2, 2016 05:02 PM
http://www.stockhut.com.my/news/142996
Construction segment is a jewel among gems
The key turnaround for the group would be its construction segment, which we believe, would continue to be driven by more contract awards, particularly from CRCC. Currently, the group’s construction segment has managed to secure an order book amounting to RM2.8bn. Going forward, the group will continue to act as CRCC’s main sub-contractor in this region (through Dr. Yeoh’s affiliation with CRCC). Hence we are confident that the group could potentially add an additional RM2.5bn contract wins to its order book in 2016.
Background of CRCC in Malaysia
Since CRCC’s entrance into South Asia, Dr.Yeoh (current CEO of Vivocom group) has been the key to facilitating CRCC’s success in securing projects totaling up to RM40bn in other South East Asian countries, including Malaysia. Before he was elected as Vivocom’s CEO, Dr.Yeoh through his private consulting firm (WT Consulting) has helped and supported CRCC through various processes, such as tender document submissions and presentations as well as offering technical expertise in design consultancy when CRCC tenders for a contract. Furthermore, we understand that Dr. Yeoh has a strong working relationship with CRCC’s China and Malaysia office, which started in the early 2000s. Note that, CRCC currently has an estimated order book of RM15.8bn in Malaysia.

Stock

2016-11-03 19:43 | Report Abuse

CKNYAM http://www.mbincperak.com/news/mb-inc-bina-4000-rumah-mampu-milik
03/11/2016 19:08

MB Inc Bina 4,000 Rumah Mampu Milik
04-08-2016
IPOH: Perbadanan Menteri Besar (MB Inc) Perak dan Vivocom Enterprise Sdn. Bhd. akan bekerjasama untuk membina kira-kira 4,000 unit rumah mampu milik di Bandar Tasik Amanjaya.

Majlis menandatangani perjanjian kontrak bagi projek itu diadakan di Bangunan Perak Darul Ridzuan di sini pada Khamis yang turut disaksikan, Pengerusi Jawatankuasa Industri, Pelaburan dan Pembangunan Koridor, Datuk Mohamad Zahir Abdul Khalid.

Pada majlis itu, Ketua Kumpulan Strategi Kewangan Korporat MB Inc menandatangani perjanjian bagi pihak MB Inc manakala Vivocom diwakili Pengarah Eksekutifnya, Choo Seng Choon.

Ketua Eksekutif MB Inc, Datuk Aminuddin Hashim menjadi saksi bagi pihak MB Inc makanala saksi Vivocom ialah Francis Wong.

Zahir berkata, projek tersebut bukan sahaja membantu merancakkan pembangunan di negeri ini, tetapi sekaligus memenuhi komitmen kerajaan negeri untuk menyediakan lebih banyak rumah mampu milik untuk rakyat.

“Ia juga membuktikan bahawa pembangunan di Perak tidak hanya tertumpu di sekitar Lembah Kinta tetapi juga tersebar keseluruh negeri,” katanya selepas majlis tersebut.

Sementara itu, Aminuddin memberitahu, projek itu mengandungi 16 blok bangunan 21 tingkat yang akan dibina di dalam empat fasa yang dijangka dimulakan hujung tahun ini.

Menurut beliau, di bawah projek berkenaan, mereka akan membina rumah yang berkeluasan 900 kali persegi dengan kemudahan tiga bilik, dua bilik mandi, dapur dan ruang makan dengan harga antara RM180,000 dan RM220,000.


“Projek ini adalah sebagai pembangunan menyeluruh Taman Tasik Amanjaya yang mengandung 1,469 ekar dan kami juga akan membangunan beberapa kawasan lain di sini secara serentak,” ujarnya.

Stock

2016-11-02 17:18 | Report Abuse

資匯 The busy weekly
3中资公司拿下南马89亿令吉铁路项目

由中国中铁、中国铁建及中国交建三家组成的财团,中标马来西亚南部铁路项目,项目合同金额为89亿令吉(约折合144.69亿元人民币),比去年公佈的71亿令吉高。

这个财团已接获大马交通部通知,中标金马士(GEMAS)至新山(JB)双线电气化铁路(简称南部铁路)设计、施工、供应、安装、竣工、测试、试运行及维护工程。

由森州至柔州的南部铁路项目全长191.14公里;设计客运速度160公里/小时,货运速度90公里/小时;项目工期为4年。

在财团中,中国中铁在建设部分所占比例为三成,共计约43.41亿元,中国铁建在建设部分占四成份额,共计57.87亿元。
3 Chinese companies take south 89 billion ringgit railway project
By iron in China, China Railway Construction Corporation and China National building consisting of three home consortium, bid malaysia south railway project, project contract amount of 89 billion ringgit (approximately equivalent to 144.69 billion yuan), than last year Released 71 billion ringgit high.
This foundation has received the Malaysian Ministry of transport, the notification biāo jīn gemas (horse) to Johor Bahru (JB) Double Line Railway Electrification System (Southern Railway) the design, construction, supply, installation, testing, the completion of the trial operation and maintenance Works.
Jason by the state to the state of johor southern railway project total length of 191.14 km; Design High-speed speed of 160 km / hour, cargo speed 90 km / hour; project completion for 4 years.
The Consortium, China China railway construction part in proportion to a total of three, about 43.41 billion Yuan, China railway construction in building a part four per cent of the share, with a total of 57.87 billion yuan.
Translated from Chinese (Simplified)
1 hour ago

Stock

2016-11-02 17:09 | Report Abuse

Thank CKNYAM
https://m.facebook.com/BusyWeekly/posts/1319004694776441:0
3中资公司拿下南马89亿令吉铁路项目

由中国中铁、中国铁建及中国交建三家组成的财团,中标马来西亚南部铁路项目,项目合同金额为89亿令吉(约折合144.69亿元人民币),比去年公佈的71亿令吉高。

这个财团已接获大马交通部通知,中标金马士(GEMAS)至新山(JB)双线电气化铁路(简称南部铁路)设计、施工、供应、安装、竣工、测试、试运行及维护工程。

由森州至柔州的南部铁路项目全长191.14公里;设计客运速度160公里/小时,货运速度90公里/小时;项目工期为4年。

在财团中,中国中铁在建设部分所占比例为三成,共计约43.41亿元,中国铁建在建设部分占四成份额,共计57.87亿元。
3 Chinese companies take south 89 billion ringgit railway project
By iron in China, China Railway Construction Corporation and China National building consisting of three home consortium, bid malaysia south railway project, project contract amount of 89 billion ringgit (approximately equivalent to 144.69 billion yuan), than last year Released 71 billion ringgit high.
This foundation has received the Malaysian Ministry of transport, the notification biāo jīn gemas (horse) to Johor Bahru (JB) Double Line Railway Electrification System (Southern Railway) the design, construction, supply, installation, testing, the completion of the trial operation and maintenance Works.
Jason by the state to the state of johor southern railway project total length of 191.14 km; Design High-speed speed of 160 km / hour, cargo speed 90 km / hour; project completion for 4 years.
The Consortium, China China railway construction part in proportion to a total of three, about 43.41 billion Yuan, China railway construction in building a part four per cent of the share, with a total of 57.87 billion yuan.

Stock

2016-11-02 15:48 | Report Abuse

abc7news
Tuesday, November 01, 2016 06:14PM
In the latest results, 46 percent of likely voters support Trump, and 45 percent are for Clinton. With the data taken to a decimal place for illustrative purposes, a mere 0.7 of a percentage point divides them.

Stock

2016-11-02 15:40 | Report Abuse

The tumultuous presidential race appeared to tighten after news that the FBI was reviewing more emails as part of a probe into Clinton’s use of a private email server.
While Clinton held a five-percentage-point lead over Trump, according to a Reuters/Ipsos opinion poll released on Monday, other polls showed Trump ahead by 1-2 percentage points.

Stock

2016-10-31 19:57 | Report Abuse

新加坡《联合早报》表示,纳吉布在访华期间,将和中方相关单位洽谈新隆高铁事宜。

全长350公里的新隆高铁计划连接马来西亚首都吉隆坡和新加坡的裕廊东,在马国境内设有五个站点,预计2018年动工,2026年投入运作。

vivocom go

Stock

2016-10-29 12:07 | Report Abuse

Big operators not sell low, but accumulate at low.

Stock

2016-10-29 10:50 | Report Abuse

"Buy low sell high to make monies", but how the big operators sell low to make monies ???????

Stock

2016-10-28 09:33 | Report Abuse

Never try to catch a knife when is dropping

Stock

2016-10-28 09:03 | Report Abuse

Posted by CKNYAM > Oct 24, 2016 11:31 PM | Report Abuse

Total Value Date Receive LOA Date Commerce Date Completion Durations Remarks
1 Pavilion Hilltop, Mont Kiara fr CRCC 34,762,000.00 11/12/15 1/12/16 7/12/18 18 months
2 Rumah Selangorku Bdr Ulu Klang fr CRCC 116,400,000.00 12/8/15 1/18/16 7/1/17 18 months
3 1 Gateway Klang, Selangor fr CRCC 195,525,000.00 11/12/15 1/12/16 12/1/18 3 years
4 Neata Aluminium old orderbook as September 2016 351,753,000.00 11/12/15
Kemensah height (82.4mil),tamarind square(10.3mil),lumi tropicana (37.7mil), KL Gateway (15.4), Eclipse Residence (15mil)
5 Teras Millenium to Instacom for Telco Hub sites 29,000,000.00 11/12/15 1/12/16 8/12/16 7 months
6 Jointly Develop Kharisma Port Indonesia 1/15/16 No agreement sign
7 Desa Tasik Project fr Coneff Corp (2 block Commercial) 240,418,000.00 1/20/16 3/8/16 12/8/19 45 months
8 Desa Tasik Project fr Coneff Corp (24 storeys Condo ) 230,000,000.00 1/26/16
9 PBT Engineering for Third Avenue Cyberjaya to Neata 22,500,000.00 4/4/16 4/4/16 9/4/17 17 months
10 V-Development fr Gated Housing Bdr Ulu Klang 15,000,000.00 4/4/16 7/1/16 2/1/18 18 months
11 Green Venture Chepor Hulu Kinta Project 90,000,000.00 4/26/16
12 De Facto Wilayah Sultan Azlan Shah Hulu Kinta Project 160,000,000.00 5/5/16
13 Goldenhill Accenture Genting Sempah pahang project 46,000,000.00 5/20/16 7/20/16 7/20/18 24 months
14 Kiara5 Development Kg Kayu Ara Sg buloh 25,000,000.00 6/23/16 8/23/16 2/23/18 18 months
15 Lim Hoo Seng Construction Lorong stonor project to Neata 12,800,000.00 6/23/16 6/30/16 5/1/19 35 months
16 Seni perspek Bandar tasik Amanjaya Daerah kinta 756,000,000.00 8/4/16 JCA status
17 Green Venture Wilayah Chepor Project 18storeys Apartment 100,000,000.00 8/19/16 24 months
18 Dazamega Mukim Hulu Kinta Project 600,000,000.00 9/1/16 48 months
Total Project Pipeline that annouced in BursaMalaysia 3,025,158,000.00

Project Not Annouce Yet
19 Tropic Regal Sarawak 250,000,000.00
20 V Plaza Balakong 23,000,000.00
21 Regal Singapore 200,000,000.00
22 M101 Skywheel 500,000,000.00
23 Penang Tunnel 350,000,000.00
24. Gemas double track railway
25. Crcc HSR KL Singapore

Stock

2016-10-27 09:01 | Report Abuse

(Barrell) Most people call the penny stocks and stocks

Recently, this page found that very many technology investors are not optimistic about VIVOCOM, while many of the fundamentals of the Master also urged you not to touch the stock, and even some investors have been desperate for the trend of VIVOCOM. VIVOCOM really so bad?

Since the name change, VIVOCOM's construction business accounted for 84% of the overall turnover. According to [CIMB] September 2016 report, VIVOCOM received new orders this year to RM2.9billion. In addition, the investment bank is also optimistic about the amount of VIVOCOM orders can be increased to the end of RM3.0billion, is expected to remain busy until 2019. Currently, VIVOCOM is still in the number of consultations with a number of cooperation / building plans, signed a number of agreements not yet implemented.

In addition, VIVOCOM is a local project delivery partner for Beijing Construction Engineering Group and CRCC. As a result, VIVOCOM has long been regarded as a beneficiary of a large number of foreign investments in emerging economies as part of the "new Silk Road" policy. Each year, VIVOCOM will get a lot of contracts from their hands. Since the acquisition of [NEATA] aluminum, VIVOCOM from the hands of a total of [CRCC] RM350m building contract.

VIVOCOM is a subcontractor in addition to project management consultants in the building value chain. As a prime contractor and subcontractor, VIVOCOM can mitigate high capital expenditures, such as tender costs. Through its project management role, VIVOCOM can also control costs, design, estimate construction progress and so on.

Through these roles, VIVOCOM can fully control the construction process, and from the progress of settlement benefit. As a result, its profit margins are higher than those of other builders. It is worth mentioning that, VIVOCOM in FY16Q1 and FY16Q2 building gross margin was 25.34% and 24.66%. This is a very high data.

Valuation, VIVOCOM in FY16 the first two quarters of earnings per share is 1.23 cent. Assuming it will deliver the same results in the last two quarters, VIVOCOM's FY16 EPS will be 2.46 cent. Conservative 8-10 times the PE calculation, VIVOCOM potential value per share is RM0.20-0.25.

Here are some of the target prices set by VIVOCOM:
> CIMB - RM0.62
> MIDF - RM0.635

From a technical chart, VIVOCOM in the past two months are in decline, fell from 0.24 today's 0.185, equivalent to a decline of 23%. At present, it has come to the most critical support price 0.18. VIVOCOM has been around 2 times fell to this price, but can stand, and a strong rebound. As to whether this time to stand again and rebound, this page is still very good.

First, Vivocom is a profitable construction company. In the absence of [INSTACOM] acquisition, it has a good track record. Second, VIVOCOM PE is only 12 times. This has not been calculated VIVOCOM the next two quarters of the construction contribution.

Based on the above two points, this page that the current price is a very good buy point. As long as the rules to comply with a good stop, the risk of this investment is already small. Once the VIVOCOM below and closed below 0.18, is to stop (loss <10%). As long as the firm above 0.18, is expected to long-term VIVOCOM bullish to 0.24 (profit 30%). Which also happens to form a 1: 3 risk reward ratio.

When we panic, is Jiancang and the accumulation of cheap stock a good time.

#VIVOCOM
Pure sharing!
26/10/2016 20:08

Stock

2016-10-27 08:44 | Report Abuse

(RICHE HO) VIVOCOM – 多数人喻为的仙股和炒股
Author: RicheHo | Publish date: Thu, 27 Oct 2016, 01:48 AM

VIVOCOM – 多数人喻为的仙股和炒股
近来,本专页发现非常多技术派的投资者不看好VIVOCOM,同时很多基本面师父也呼吁大家别碰这支股票,甚至有些投资者对于VIVOCOM的走势已经感到绝望。VIVOCOM真的有那么差吗?
自改名后,VIVOCOM的建筑业务占了整体营业额的84%。根据【CIMB】2016年9月的报告,VIVOCOM今年所获得的新订单达到RM2.9billion。此外,这家投行也看好VIVOCOM的订单额能在年底增加至RM3.0billion,预计可保持忙碌至2019年。目前,VIVOCOM仍然在和数方商讨一些合作/建筑计划当中,签署了一些还没落实的协议书。
此外,VIVOCOM也是北京建工集团 和中国铁建【CRCC】的本地项目交付合作伙伴 (Project Delivery Partner)。因此,VIVOCOM一直以来都被视为中国外资大量投入新兴经济体的受益者,作为“新丝绸之路”政策的一部分。每一年,VIVOCOM都会从它们的手上获得不少合约。自从收购【NEATA】铝业后,VIVOCOM一共从【CRCC】手上获得RM350m的建筑合约。
VIVOCOM在建筑价值链里,除了是项目管理顾问,它也是分包商。作为主要承包商和分包商,VIVOCOM能够减轻高资本支出,如投标成本。通过其项目管理的角色,VIVOCOM也能够控制成本、设计、估计施工进度等等。
通过这些角色,VIVOCOM可全面控制施工过程,并从进度结算中受益。因此,它的利润率比起其他建筑商来得高。值得一提的是,VIVOCOM在FY16Q1和FY16Q2的建筑毛利率分别是25.34%和24.66%。这是个非常高的数据。
估值方面,VIVOCOM在FY16首2个季度的每股盈利是1.23 cent。假设它在最后2个季度也交出同样的业绩,VIVOCOM的FY16每股盈利将会是2.46 cent。以保守8-10倍PE计算,VIVOCOM的每股潜在价值是RM0.20-0.25。
以下是一些投行为VIVOCOM所设下的目标价:
> CIMB – RM0.62
> MIDF – RM0.635

从技术图表来看,VIVOCOM在过去的2个月都处于跌势,从0.24跌至今天的0.185,相等于23%的跌幅。目前,它已经来到了最关键的支撑价位0.18。VIVOCOM曾经前后2次跌至这个价位,但都能站稳,并强势反弹。至于这次能否再次站稳并反弹,本专页还是非常看好。
第一,VIVOCOM是家赚钱的建筑公司。在还未被【INSTACOM】收购时,它已有良好的业绩记录。第二,VIVOCOM目前的PE只是12倍。这还未计算VIVOCOM未来2个季度的建筑贡献。
基于以上两个重点,本专页认为目前的价位已是个非常好的买入点。只要遵守好止损的规则,这笔投资的风险其实已经不大了。一旦VIVOCOM跌破并收低于0.18,一点要止损 (亏损<10%) 。只要站稳0.18以上,预计中长期VIVOCOM可看涨至0.24 (盈利 30%)。这也恰好形成了1:3的风险回酬比例。
大家恐慌的时候,就是建仓和累积便宜股票的好时机。
#VIVOCOM
纯属分享!

Stock

2016-10-21 21:22 | Report Abuse

Dr_Yeoh Just visited PM office today. PM agree to give RM 500 million project after Budget.
Comment on 17/10/2016 21:29

Stock

2016-10-21 18:59 | Report Abuse

Dr_Yeoh Just visited PM office today. PM agree to give RM 500 million project after Budget.
17/10/2016 21:29
Wait for Vivo announced.

Stock

2016-10-06 09:44 | Report Abuse

dont sell
buy rate 98%

Stock

2016-10-06 09:33 | Report Abuse

0.200--470800
0.195--9200
hold tight

Stock

2016-09-29 21:29 | Report Abuse

GEORGE TOWN (Sept 29): Penang government says the latest retrenchment exercise at a unit of Penang-based Tek Seng Holdings Bhd was due to the company's redundancy caused by UNMET BUSINESS FORECAST

Stock

2016-09-27 11:08 | Report Abuse

engchun p/s give some comment.

Stock

2016-09-21 14:14 | Report Abuse

Real CKNYAM79 still there ??

Stock

2016-09-21 11:30 | Report Abuse

Real CKNYAM79 Post removed
WHY?????

Stock

2016-09-21 11:05 | Report Abuse

2 CKNYAM79

CKNYAM79 Wake up reader. What the dogs are here...
21/09/2016 10:56
Fr CKNYAM79
CKNYAM79

CKNYAM79 ya vivocom dogs forum for CKNYAM79 and golden ... golden ???
21/09/2016 10:56
Fr CKNYAM79
traderman

Stock

2016-09-20 19:59 | Report Abuse

Disposal 3,000,000 share @ 0.28
push down the price to buy back at lower price

Stock

2016-08-05 16:14 | Report Abuse

profit grows 20% on higher sales, better margins; declares 3.5 sen dividend,why drop ???