erkongseng

erkongseng | Joined since 2011-04-17

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Stock

2018-10-23 14:07 | Report Abuse

gkent 现在RM1.08 買入,每年分三次股息,保守应该有4至5仙,周息率为3.7至4.6%

Stock

2018-10-21 15:58 | Report Abuse

Gkent 3204 RM1.14:
(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps),(以上为粗略计算,未扣除其他成本。)
乱世局中收股息是安穩的,11月,2019年1月与4月拿股息,中長期取得资本增值,1,12完全反应公司负面与利空了,收与进为良策。
LRT3项目確定实施,未来净利显现,现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍,股价应为RM1.60至2.40,目前价格RM1.19只是本益比7.4倍在交易,明显被低估了。
个人分享,投资自负。

Stock

2018-10-19 17:14 | Report Abuse

投资gkent rm1.20内如買不过,我看也没什么股票更值得推荐了!

Stock

2018-10-19 07:21 | Report Abuse

7)(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps),(以上为粗略计算,未扣除其他成本。)
乱世局中收股息是安穩的,11月,2019年1月与4月拿股息,中長期取得资本增值,1,12完全反应公司负面与利空了,收与进为良策。
8)LRT3项目確定实施,未来净利显现,现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍,股价应为RM1.60至2.40,目前价格RM1.19只是本益比7.4倍在交易,明显被低估了。
个人分享,投资自负。

Stock

2018-10-18 07:33 | Report Abuse

gkent RM1.14是今,明年您投资组合中必须有的一支股,買在黑马飞奔前。体验大草原上奔驰的快感,享受接下来的乐活!

Stock

2018-10-17 19:00 | Report Abuse

转贴
gkent is a good invest:
market cap:642m
net cash:301m
stock price:RM1.14
net cash position:46.9%
Perhaps a more "investable" names on the net-net universe... Here's a screener by:
1) KLSE stocks
2) Market Cap above RM 100 mil
3) Net Cash position is at 50% or more of its market cap value

At least some of the names here are more familiar, hehe. I'm planning to study some of the names, having cash which is 50% of market can be considered first line to "value" in my opinion.

Stock

2018-10-16 16:10 | Report Abuse

国际钢铁协会上调2018和2019年需求增长预期 但风险犹存
路透东京10月16日 - 国际钢铁协会(WSA)周二将2018和2019年全球钢铁需求增长预期上调一倍,但警告称贸易紧张局势给需求前景蒙上阴影。

国际钢铁协会在东京举行的年会上表示,预计明年钢铁需求增加1.4%至16.81亿吨。上述增幅是4月份预期的0.7%的两倍。

但这一增速仍低于2018年预期增速。受全球最大钢铁消费国中国推动,预计2018年全球钢铁需求增加3.9%,至16.58亿吨。国际钢铁协会4月份曾表示,预计2018年钢铁需求较去年增加1.8%。

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2018-10-13 06:14 | Report Abuse

rm1.60 有加码一些。

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2018-10-12 09:27 | Report Abuse

rm 1.10 above close today,buy more for good future, have chance taken a MRT2 underground works.
https://www.theedgemarkets.com/article/govt-rejected-24-reduction-construction-cost-mrt2-underground-works

Stock

2018-10-10 08:58 | Report Abuse

乱世局中收股息是安穩的,11月,2019年1月与4月拿股息,中長期取得资本增值,1,12完全反应公司负面与利空了,收与进为良策。

Stock

2018-10-10 08:36 | Report Abuse

498m/563.269m股数=rm0.88(eps)

Stock

2018-10-09 15:55 | Report Abuse

(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent

Stock

2018-10-09 11:44 | Report Abuse

Can Investors Piggy-Back off of GEORGE KENT (MALAYSIA) BERHAD (3204.KL)’s -9.92% Decline?
Tweet Share Share
By LNR Staff on October 7, 2018
GEORGE KENT (MALAYSIA) BERHAD (3204.KL) shares are showing negative signals short-term as the stock has finished lower by -9.92% for the week. In taking a look at recent performance, we can see that shares have moved -4.07% over the past 4-weeks, -71.77% over the past half year and -61.56% over the past full year.

Investors may be wondering what’s in store for the next few months in terms of the equity market. Many investors may be hesitant to get into the mix with markets still trading at such high levels. Sometimes, the fear of missing out on the next big run will cause investors to make hasty decisions. Taking the time to do the full research can help offset the jitters associated with picking stocks. Finding stocks that still have room to head higher can be tricky, but there are still plenty of them out there. Although nobody can say for certain which way the market will trend into the New Year, investors should be on the lookout for opportunities that may present themselves over the next quarter. All eyes will be focused on company earnings when the next round of earnings reports begins.

Investors may be tracking certain levels on shares of GEORGE KENT (MALAYSIA) BERHAD (3204.KL). The current 50-day Moving Average is 1.35, the 200-day Moving Average is 2.67, and the 7-day is noted at 1.24. Moving averages can help spot trends and price reversals. They may also be used to help find support or resistance levels. Moving averages are considered to be lagging indicators meaning that they confirm trends. A certain stock may be considered to be on an uptrend if trading above a moving average and the average is sloping upward. On the other side, a stock may be considered to be in a downtrend if trading below the moving average and sloping downward.

Traders may be relying in part on technical stock analysis. GEORGE KENT (MALAYSIA) BERHAD (3204.KL) currently has a 14-day Commodity Channel Index (CCI) of -131.64. Despite the name, CCI can be used on other investment tools such as stocks. The CCI was designed to typically stay within the reading of -100 to +100. Traders may use the indicator to determine stock trends or to identify overbought/oversold conditions. A CCI reading above +100 would imply that the stock is overbought and possibly ready for a correction. On the other hand, a reading of -100 would imply that the stock is oversold and possibly set for a rally.

At the time of writing, the 14-day ADX for GEORGE KENT (MALAYSIA) BERHAD (3204.KL) is 16.38. Many technical chart analysts believe that an ADX value over 25 would suggest a strong trend. A reading under 20 would indicate no trend, and a reading from 20-25 would suggest that there is no clear trend signal. The ADX is typically plotted along with two other directional movement indicator lines, the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI). Some analysts believe that the ADX is one of the best trend strength indicators available.

The Relative Strength Index (RSI) is one of multiple popular technical indicators created by J. Welles Wilder. Wilder introduced RSI in his book “New Concepts in Technical Trading Systems” which was published in 1978. RSI measures the magnitude and velocity of directional price movements. The data is represented graphically by fluctuating between a value of 0 and 100. The indicator is computed by using the average losses and gains of a stock over a certain time period. RSI can be used to help spot overbought or oversold conditions. An RSI reading over 70 would be considered overbought, and a reading under 30 would indicate oversold conditions. A level of 50 would indicate neutral market momentum. The 14-day RSI is currently sitting at 37.21, the 7-day is at 28.32, and the 3-day is spotted at 17.45 for GEORGE KENT (MALAYSIA) BERHAD (3204.KL).

Stock market players may have differing opinions on which type of research approach is best. Individual investors who prefer buy and hold strategies may be more likely to be studying the fundamentals. Traders that are constantly buying and selling shares may be more concerned with technical analysis. High frequency traders may be willing to take on more risk entering the market. For these types of traders, entry and exit points become far more important. Traders may be relying solely on charts in order to capture profits based on day to day, hour to hour, or minute by minute price fluctuations. Long term investors may not be as concerned with the daily ups and downs of the market.

Stock

2018-10-09 09:31 | Report Abuse

投资者可以挽回GEORGE KENT(马来西亚)BERHAD(3204.KL)-9.92%的跌幅吗?
分享分享
由LNR工作人员于2018年10月7日
乔治肯特(马来西亚)BERHAD(3204.KL)股票短期呈现负面信号,因为该股本周已经收低-9.92%。在观察近期业绩时,我们可以看到股价在过去4周内上涨了-4.07%,过去半年为-71.77%,过去一年为-61.56%。

投资者可能想知道未来几个月股票市场的存量。许多投资者可能会犹豫不决,因为市场仍处于如此高的水平。有时,担心错过下一轮大运会将导致投资者仓促做出决定。花时间进行全面研究可以帮助抵消与挑选股票相关的紧张情绪。寻找仍有空间走高的股票可能很棘手,但仍有很多股票在那里。虽然没有人可以肯定地说市场会走向新的一年,投资者应该留意下一季度可能出现的机会。下一轮收益报告开始时,所有人都将关注公司收益。

投资者可能会跟踪GEORGE KENT(马来西亚)BERHAD(3204.KL)股票的某些水平。目前的50天移动平均线为1.35,200天移动平均线为2.67,7天的移动平均线为1.24。移动平均线可以帮助发现趋势和价格逆转。它们也可用于帮助寻找支持或阻力水平。移动平均线被认为是滞后指标,意味着它们确认了趋势。如果交易高于移动平均线并且平均值向上倾斜,则某些股票可能被视为处于上升趋势。另一方面,如果交易低于移动平均线并向下倾斜,则股票可能被视为处于下降趋势。

交易者可能部分依赖于技术库存分析。 GEORGE KENT(马来西亚)BERHAD(3204.KL)目前拥有14天的商品通道指数(CCI)-131.64。尽管如此,CCI还可用于其他投资工具,如股票。 CCI的设计通常保持在-100到+100的读数范围内。交易者可以使用该指标来确定股票趋势或识别超买/超卖情况。 CCI指数高于+100意味着该股票处于超买状态且可能已准备好进行修正。另一方面,-100的读数意味着该股票处于超卖状态,可能会出现反弹。

在撰写本文时,GEORGE KENT(马来西亚)BERHAD(3204.KL)为期14天的ADX为16.38。许多技术图表分析师认为,超过25的ADX值表明趋势强劲。低于20的读数表明没有趋势,20-25的读数表明没有明显的趋势信号。 ADX通常与另外两个方向移动指示线一起绘制,即方向指示器(+ DI)和负方向指示器(-DI)。一些分析师认为,ADX是可用的最佳趋势强度指标之一。

相对强弱指数(RSI)是由J. Welles Wilder创建的多种流行技术指标之一。 Wilder在1978年出版的“技术交易系统中的新概念”一书中介绍了RSI.RSI测量了定向价格变动的幅度和速度。数据通过在0和100之间波动来图形化地表示。该指标通过使用特定时间段内股票的平均损失和收益来计算。 RSI可用于帮助发现超买或超卖情况。超过70的RSI读数将被视为超买,而低于30的读数将表明超卖情况。 50的水平表明中性市场势头。 14天相对强弱指数目前位于37.21,7天是28.32,而GEORGE KENT(马来西亚)BERHAD(3204.KL)的3天RSI为17.45。

股票市场参与者可能对哪种类型的研究方法最好有不同的看法。喜欢买入和持有策略的个人投资者可能更有可能研究基本面。不断买卖股票的交易者可能更关心技术分析。高频交易者可能愿意承担进入市场的更多风险。对于这些类型的交易者,进入和退出点变得更加重要。交易者可能仅依靠图表来获取基于日常,小时到小时或每分钟价格波动的利润。长期投资者可能不会关注市场的日常起伏。

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2018-10-08 18:08 | Report Abuse

吉隆坡(2018年7月7日):中国交通建设股份有限公司(CCCC)与其合资公司(合资公司)合伙人乔治肯特(马)有限公司之间的事情被理解为因为问题而陷入困境“在最新一期。

该周刊表示,该问题“被认为是Sungai Buloh-Serdang-Putrajaya快速公交线路(MRT2)的10亿令吉系统工作包”。

两家公司于2016年8月获得了工作包。

消息人士告诉The Edge,Mass Rapid Transit Corp Sdn Bhd(捷运公司)知道此事。捷运公司是巴生谷大众捷运大型项目的开发商和资产所有者。

CCCC和George Kent以51:49的比例拥有名为CCCC-George Kent JV的合资企业。

320亿令吉MRT2长52.2公里,高38.7公里,地下13.5公里。它将有35个站。

截至今年4月,高达25%的MRT2已经完成。从Sungai Buloh到Batu Kentonmen的第一阶段计划于2021年第三季度开始运营,并将在一年后完成。

据Edge报道,捷运公司首席执行官拿督斯里沙希尔莫赫塔拒绝对两者之间可能存在的任何争执发表评论,但他告诉周刊:“我们正在密切关注他们(合资公司)。”

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2018-10-08 08:57 | Report Abuse

Lrt3项目mrcb与gkent共享,希望帶动喬治股一起上。mrt2的地下工程希望可分享到一些糖果。
https://www.thestar.com.my/business/business-news/2016/08/24/mrt-awards-rm1b-work-package-to-china-ccc-george-kent-jv/

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2018-10-04 08:56 | Report Abuse

一支非常物美价廉的股,光看nta都值rm3之上,股价rm1.83严重落后净利奔跑前,買入待丰收.

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2018-10-02 16:47 | Report Abuse

1.34卖光,全力加注muda3883

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2018-10-02 14:45 | Report Abuse

2.79 卖完,all in muda.

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2018-09-21 09:33 | Report Abuse

Dufu :
26/9 股息2.5仙除权。
11月漂亮Q3业积。
12月红股除权。
还有三个月时间拉升,红股后继续亮眼。

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2018-09-21 05:51 | Report Abuse

http://gu.sina.cn/us/hq/quotes.php?code=stx&from=pc
从seagate的股价看到dufu未来的营收好。

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2018-09-21 05:50 | Report Abuse

http://gu.sina.cn/us/hq/quotes.php?code=stx&from=pc
从seagate的股价看到dufu未来的营收好。

Stock

2018-09-21 05:07 | Report Abuse

dalpinia 不客气,守着见明月了,估计红股除前可到RM2.8至3

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2018-09-20 19:11 | Report Abuse

http://www.klsescreener.com/v2/announcements/view/28930632
那么快,昨天才说今天就发布了,Dufu 红股2送1,股价有望继续向北。
风险与回報是成正比的,切记所有的软件呈现出的技术面走势,其后面务必有好的基本面前景或企业消息,不然都是短期的炒作,很快恢复原形。当然是会追随整个市场的投资气氛而改变。我想信有望发放红股,就像旱前的一些科技股,纯属个人观点,不用理会。

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2018-09-18 09:14 | Report Abuse

rm2.22 buy more

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2018-09-16 12:32 | Report Abuse

Dufu目前rolling 4 quarters eps=17.3 sen,pe=13.1,股价rm2.28
如取2018财政年eps20sen计,rm2.28只是在本益比11倍出交易,股价是否贵?心中有数,隆科技股目前本益比在15~40倍交易。
2018年6月第二季度累积共赚eps=10.7仙,全年估计可赚eps=20仙,pe=15,股价=rm3.00
个人分享,自行决定買卖。

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2018-09-16 04:47 | Report Abuse

希捷固态混合驱动器(SSHD),主体仍然是机械硬盘,因此公司成長仍然在,
,希捷为杜甫的最大客户。

Jcy,notion更本不用和dufu競争

https://cj.sina.cn/article/norm_detail?url=http%3A%2F%2Fyd.sina.cn%2Farticle%2Ftopcj%2Fkjhot%2Fdetail-ihiycyfx1791916.d.html&docid=comos:hiycyfx1791916&source=cj&dv=2

https://cj.sina.cn/article/norm_detail?url=http%3A%2F%2Ftech.sina.com.cn%2Froll%2F2018-08-12%2Fdoc-ihhqtawx2606771.shtml&source=cj&dv=2

记得之前的ksem,inari

举例而已

台企在半导体与精蜜工业很强。

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2018-09-16 04:41 | Report Abuse

取自沙拉斯投资笔记:

未来展望
1. Hard disk drive 的未来趋势:其实hard disk drive已经慢慢要被Solid state drive取代。

HDD 和 SSD 长得怎样




看了图应该不难理解SSD能够取代HDD。体积方面小了很多。而且速度更快,不会有声音,防震功能也比较好。
而且现在大部分的人都用smartphone,tablet 和notebook。用desktop的人还是有,但肯定的是已经慢慢减少了。所以对他们来说在未来肯定会对收入有影响。

2. 云端系统的崛起:现在用smartphone和tablet的人越来越多,再加上宽频网络成熟了。所以现在就流行了云端。你不必再拿着EXTERNAL HARD DISK/PEN DRIVE到处走,直接从云端下载就可以了。而且电脑坏了还有一个BACKUP在云端。目前比较普遍的是ICLOUD和GOOGLE DRIVE,而且是免费的。当然如果储存的数据过于庞大就必须要付STORAGE FEE了。所以对他们来说在未来肯定会对收入有影响。 可是目前大部分提供云端的公司都是用着HHD。因为HHD的成本比较便宜。根据网络上的数据一个SSD的价格可以买5个HHD。在短期内SSD还是无法完全取代HHD。

3. 公司在近几年当然注意到了HDD会逐渐被淘汰,他么也努力尝试着不完全依赖HHD的业务。目前他们的另一个业务是开发工业安全与感测器工业(industry safety and sensor)。目前HDD的业务占了70%(2016年:76%)。这对公司或对股东来说是好的,至少管理层不是坐着等关闭。
万分感谢以上的分享人。

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2018-09-12 06:30 | Report Abuse

big chance to rm1.38 at 2018,buy in for good future.