欢喜得到这匹狼~
1.）0.30sen买进，是有机会丰衣足食的。
2.）随着中国股市的后市看好，相信会带动马股的中资股。
3.）一般上中资股都有不错的现金，低本益比，大跌后是浮现买入良机，
4.）众说云云，什么假账之类，诚信度不好，在马股也是有呀（如以前的金腾），但也不是全部的中资股不好，应有一个公平的论点。
5.）对中资股我不抱长期，只求赚取价差，现0.30sen我看有很大的上升空间。
6.）sdL今年有大马的企业活动，和27-1-2014的红股及附加股上市，现有卖压，之后大股东相信会进行另一波的推高股价活动。
7.）个人推算，进出自负。

恭喜今天进场的人,明天大力回升有望,
附加股价位为0.35 sen ,27-01-2014 上市的新股,其价位没理由低于0.35 sen 的.
董事局也澄清公司无接着 bursa 的Uma .

THAT hardly traded Tiong Nam Logistics Holdings Bhd was one of the top 10 best performing stocks on Bursa Malaysia last year would have caught many by surprise, but not those who track the company closely and followed the series of restructuring exercises the company underwent in recent years to unlock asset value and streamline operations.
These exercises also paved the way for Tiong Nam to venture into property development in its home base of southern Johor.
But more importantly, the low-profile company’s earnings have been on an upward trend over the last five years. Profit grew nearly 10 times from RM2.5 million in FY2009 ended March 31 to RM21.8 million in FY2013 while revenue rose from RM275.9 million to RM340 million.
In its latest cumulative six months ended Sept 30, 2013, the company chalked up a net profit of RM34.62 million or 32.22 sen per share, which was almost five times its net profit of RM7.1 million or 8.44 sen per share in the previous corresponding period.
Tiong Nam also rewarded its shareholders with a higher dividend of 12 sen per share in FY2013.
Since 2012, its property letting and warehousing division has overtaken its logistics division in terms of earnings, becoming the main contributor to group profit, thanks to the company’s asset restructuring exercise.
Property letting and warehousing raked in a profit before tax of RM13.36 million in FY2012 whereas logistics only managed RM6.76 million.
In its latest annual report, the company states that it is expecting its property division to contribute positively to the group, backed by the growth potential of Iskandar Malaysia, which is supported by foreign interest.
It is worth noting that Tiong Nam has been actively streamlining its assets since 2008 to keep its debt under control. In 2010, it made a significant move to become asset-light and adopted a sale and leaseback model for its trucking services. Tiong Nam explained in its announcement then that the sale and leaseback model would enable the company to raise fresh cash for working capital and at the same time repay part of its borrowings to strengthen its balance sheet.
Since its inception, Tiong Nam has evolved from a transport company into a full-fledged logistics solution provider with its services now including warehousing, customs forwarding, cold room facilities, express delivery and crane and forklift rental services. The company also provides property letting and warehousing services in different parts of the country.
Its property division could be a potential growth catalyst for Tiong Nam as it has been focusing on such activities recently. Its 2013 annual report shows that it has over 54 acres of vacant land, mainly in Senai, that could be developed.
Tiong Nam’s interest in property became obvious in 2011 when it began to actively acquire land in Johor and buy into companies with property development as their core business.
Last year, the company proposed a rights issue of 210 million warrants, raising RM42 million of fresh capital. About RM20 million of this has been earmarked for land acquisitions in Johor, Selangor and Penang. In a circular to shareholders, the company said it was looking for land in the said areas for warehouse construction to support its logistics services.
It also revealed that it was keen to expand its landbank for the development of industrial properties, shopoffices and serviced apartments.
A top concern for the company is probably its stubbornly high net debt, which, as at Sept 30, 2013, stood at RM288.66 million. This indicated a net gearing of 89% — about the same levels recorded in FY2011 and FY2012.
However, Tiong Nam’s net gearing should have dropped to 76.2% — based on the assumptions made in the circular to its shareholders — since it completed its share split and rights issue of warrants recently. The exercise price of the five-year warrants is RM1.
Should all the warrants be exercised in the future, its cash will be boosted by RM210 million while its shareholders’ funds will grow to RM549.9 million. This will consequently bring net gearing down to a mere 8%.
Tiong Nam’s shares spiked to 22.4 sen in July 2012 after trading below 18 sen for years. The surge came on the heels of rumours that the company planned to launch a real estate investment trust to unlock its asset value. There was also speculation that the company, which was then trading way below its current market price, was privatisation target.
Investors who had bought into the logistics company at the beginning of last year, when the shares were at 38.6 sen, would have seen their investments quadruple at the end of it for the stock rose to RM1.45.
Needless to say, the market will watch Tiong Nam closely this year in the expectation that its shares will maintain their growth momentum.
While the company’s logistics and warehousing services continue to operate in a challenging environment of stiff competition and rising costs, will its property division help boost its earni

tnlogis Rm 1.36 再次加码.
14天的Rsi 己下至33(超賣了),趁价位回升,配合2月末第三季业绩,是时候进了.

Cview 5049 annual results of listed to hit a record high ---
a) 2013 年 11 earned 77.79 million during June
b) A total of four quarterly dividend of 27 sen net dividend has 20.25 sen, in order to calculate the share price Rm 3.25, Yield = 6.23
c) nta = 2.35
d) eps = 77.79 sen
d) Rm 3.25 price-bit count, pe = 4.17 times in the transaction, is not very attractive, if seriously take reasonable PE ratio six times count, price = Rm 4.66
Most counterparts in other industries share pe = 8 times in the transaction, visible cview is cheap, Yield = 6.23, hold and buy the next clothing.

Cview 5049 全年业绩創下上市来的历史新高---
a)2013年11月全年赚 7779万
b)四个季度共发出27 sen的股息,净股息有20.25 sen ,以股价Rm 3.25算,周息率=6.23
c)nta=2.35
d)eps=77.79 sen
d)现价位Rm 3.25 算,pe=4.17 倍在交易,是不是很有吸引力,若认真拿6倍的合理本益比算,股价=Rm 4.66
同行其他产业股大都在pe=8倍以上在交易,可见cview是价廉物美,周息率=6.23 ,持有并買进,未来丰衣足食.

Rm 3.15 快点赶上列车吧，超好的第四季度业绩既将公怖,股票价格会向北,哈哈,幸福的未来己看到了.

Rm 3.04趁低加码.哈哈.
買股看前景,短暂的下降,为長远投资提供进场良机,
这支股当買方到来,势不可挡.

简单推算，公司赚副为30%，a）若店屋有60%出售，240乖160万=3.84亿（30%赚幅有1.15亿）b)若公寓销售完,约有2亿(30%赚幅有60m).c)因双层排楼在2011年己推出,因此不计算了(但或多戓少也还有贡献,这里我不算进去了).
总共净利=1.75亿/3=每年有58m(2014,2015,2016年),这里取80%算,未来3年都有46m

Four Seasons Garden visited the sales, the following is information obtained from the sales staff ---
1) Development of land has been riddled 3 acres more than half acres of land for future development are still riddled apartments swastika houses, semi-detached.
2) a total of about four hundred three shophouses between, each priced at 1.6 million, has been completed and two one hundred and may the year 2014 occupation.
3) Double-row floor is completely non-indigenous units sold and had to stay, there are indigenous units for sale at $ 700,000.
4) one sentral service residence launched in August 2013, a total of tower A and tower, Block B, sub-type A -740 sqft, type B-938 sqft, type C-1260 sqft III, a total of 426 unit,
A seat has to sell 75 units, B Block had to sell 93 units, is currently selling for Rm 550/sqft. In August 2016 before the post house.
5) summarizes the personal point of view, because the transportation is convenient, close to Singapore, this area of the industry to attract buyers in a new job, sell optimistic about the future of the industry, is a good way to hold cview, happy future has been seen.

拜访了四季花园的销售情况，以下是从销售员工获取的资料---
1）3百出亩的土地己发展过半，尚有百出亩土地未来发展公寓，田字屋，半独立屋。
2）共约4百间的三层店屋，每间售价为160万，己建成2百间，并可以今年2014年入伙。
3）双层排楼非土著单位完全出售并己入住，尚有土著单位出售，售价为70万。
4）one sentral service residence 于2013年8月推出,共有tower A 和tower B座,分type A -740 sqft , type B-938 sqft ,type C-1260 sqft 三型,共426 unit,
A座己出售75个单位,B座己出售93个单位,现售价为Rm 550/sqft.于2016年8月前交屋。
5)总结个人观点,因为交通便利,近新加坡,这区的产业吸引在新工作的買家,未来产业出售看好,守住cview是良策,幸福的未来己看到.

如之前Bubi兄所说,牛市当前,保本至上,買入低估股,风险相对小,以cview的价位 Rm3.05 和发展前景,我会加码中.

Share bubi analysis brother - talk cview

Price: 2.83
Target price : nill
Confidence : nill

Early studies cview
Been ignored cview largest development projects * nusa sentral *
https://www.facebook.com/permalink.php?story_fbid=657497100969696&id=213988865320524

1 ) talk nusa sentral development plan:
In order to understand nusa sentral Housing Development Programme
I checked the Internet , and also get a lot of information
Also found nusa sentral housing developments worth seeing
nusa sentral is a large housing scheme is located in the southern Johor , covering 300acre
Near legoland, puteri habour etc.
Early in 2010 the company began the implementation of phase 1 to phase 5 are big sellers housing development
The next project is located in one sentral nusa sentral
Interested to know nusa sentral, please visit the following link
http://www.newly-launched.com/one-sentral-nusajaya/
http://www.countryview.com.my/....../nusa_sentral_2010.pdf
http://thissit.com/Projects-Nusa-Sentral-Project-70.aspx
http://www.jbtalks.cc/thread-1084484-1-1.html

2 ) to warehouse areas:
Under the landbank now summarize how cview
~ Johor nusa sentral 313acre ( As to how much is left to develop the lot , with a total gross development value is how much , or could not be identified )
~ Kedah 550acre
~ Snow Laner 364.8 acre
This four lots , cview land positions in more than 1200acre

3 ) Dividends areas:
2013 , cview dividend four times before and after school
net dividend per share is 15sen
Buy at current prices , net dividend yield> 5%

4 ) PE ratio aspects:
Current single -quarter net profit of 019 million
The annualized net profit , PE ratio is < 4

5 ) Future Watch:
The company is the largest housing development in nusa sentral latest project, one sentral
Intends to understand one sentral housing development program , available on youtube inquiry

The drawback ** cview
1 ) is not a net cash company
2) The Company's current ticket rarely , in its annual report show that the first 46 major shareholders would hold nearly 97.74% of cview stock
( Flow amount is too small , large hard to fancy )

Words: the world is not perfect company to present cview price, whether it is the dividend payout ratio , to warehouse areas , difficult to find cview is a seriously undervalued by the market of the company
If you can accept such a company , you can consider buying a small amount of

Encourage each of

Explore the outbreak of shares

1) cview 5049 Kang Wei RM3.1 buy , the next clothing.
2 ) Upside has 60%, 9M2013 earned 55m, EPS = 55sen, this month announced results for the estimated 15m, EPS throughout the year 70sen, the annual big profits 70m, seven times at a reasonable PE ratio (PE) count, target price = RM4.90
3 ) low liquidity is the disadvantage of this stock , but it is also the advantage , because more people to explore this issue, the market demand outstrips supply , the price will burst up . Nominal bit just PE = 4.5 times the full-year EPS = 70sen, significantly undervalued , many peer- to PE = 8 times in the transaction .
4 ) The company is now the focus of development in NUSA SENTRAL ( Four Seasons Garden ) , which is the company's progress in pushing the industry Jida hand , there are three hundred acres of land for development , the introduction of double- row floor ( partially occupancy ) , apartments , three shophouses . From an introduction to get a good sales record , thanks to the excellent location, starting about 15 minutes from here to reach :
CIQ A) of the second channel
B) Zhenlin Hill downtown
C) NUSAJAYA DC Lane
D) PERLING TOLL
C) SKUDAI area such as Royal Garden Graceland , Queens , Li-Ning , University City .
5 ) The results should be good the next few years , projected from the sales.
( January 11, 2014 went to the Four Seasons Garden understanding of the situation , the company for success )
Like the previous TNLOGIS.
6 ) Nominal bit low risk approach , and get dividends (Q4 released this month , I believe will send dividends ) earned more than the company's recent and generous dividends to retain investors , in the foreseeable future , I believe can be sent stocks as usual .
Number 7 ) company shares 100,000,000 shares , after deducting the major shareholder , market liquidity scarce , so a good chance to send future bonus or stock split
( When performing such activities , major shareholders will push stock prices higher )
8 ) in JB KIARA HILL households with more than a hundred events , I believe that the recent be resolved .
9 ) Before missed TNLOGIS, do not miss this CVIEW the opportunity is not often, the dark horse in 2014 !
10) nearly 1,000 acres of land , for many years did not estimate , now has great value .
11 ) has a healthy balance sheet , with current net income , the company is very likely to pay off the debt in two years . ( About 90m), and a net cash company ( currently there are more than 20m in cash )
12 ) These are the catalyst to stimulate risen !
13 ) Personal organize and projections, and out of conceit , your future ourselves.

发掘爆发股

1）cview 5049 康地威 RM3.1 买进，未来丰衣足食。
2）潜在上升空间有60%，9M2013已赚55m，EPS=55sen,这个月公布的业绩估计有15m，EPS全年有70sen,全年大赚70m，以合理的7倍本益比（PE）算，目标价=RM4.90
3)低流通量是此股的缺点，但也是优点，因更多人发掘此股，市场上求过于供时，股价就会爆升。现价位只是PE=4.5倍，以全年EPS=70sen，明显被低估了，同行许多以PE=8倍以上在交易。
4）公司现发展重心在NUSA SENTRAL（四季花园），这是公司业积大进步的推手，有三百多亩土地供发展，推出双层排楼（部分已入住），公寓，三层店屋。从一推出就取得很好的销售记录，归功于优越的地理位置，从此处出发约15分钟可到达:
A）第二通道的CIQ
B）振林山市区
C）NUSAJAYA特区里
D）PERLING TOLL
C）SKUDAI区花园如帝雅園,皇后,丽寧,大学城等.
5）未来几年的业绩应该不错，从销售成绩推算。
（2014年1月11日去了四季花园了解情况，公司取得佳绩）
好比之前的TNLOGIS.
6）现价位进场风险低，并可得股息（Q4这个月公布，相信又会发股息）公司近来赚多并大方发股息，以留住投资者，在可预见的未来，派股相信可照旧。
7）公司股数1亿股，扣掉大股东后，市面流通量稀少，因此未来很有机会派红股或分拆股票
（当进行这类活动，大股东就会推高股价）
8）公司在JB KIARA HILL与百多名住户的事件，相信近期可获解决。
9）之前错过了TNLOGIS，这次不要错过CVIEW了，机会不常有，2014年的黑马！
10）公司土地近1000亩，多年未估，现今己大大增值。
11)拥有健康的资产负债表，以目前的净利来看，很大可能公司在两年里还清债务。（约90m），而成为净现金的公司（目前有超过20m的现金）
12）以上都是刺激股价上升的催化剂！
13）个人整理与推算，进出自负，你的未来自己掌握。
2分鐘前發佈 · 讚好

分享bubi兄的分析--再谈cview

现价：2.83
目标价：nill
信心指数：nill

早期研究cview
一直忽略了cview最大型的发展计划*nusa sentral*
https://www.facebook.com/permalink.php?story_fbid=657497100969696&id=213988865320524

1）谈谈nusa sentral发展计划：
为了了解nusa sentral 房屋发展计划
我上网翻查了了,也获得不少资料
也发现nusa sentral的房屋发展计划很有看头
nusa sentral是一项位于柔佛南部房屋大计划，占地300acre
靠近legoland,puteri habour 等
公司早期2010年开始所推行的phase 1到phase 5的房屋发展都大卖
公司下个project是位于nusa sentral的one sentral
有兴趣了解nusa sentral,可浏览以下链接
http://www.newly-launched.com/one-sentral-nusajaya/
http://www.countryview.com.my/....../nusa_sentral_2010.pdf
http://thissit.com/Projects-Nusa-Sentral-Project-70.aspx
http://www.jbtalks.cc/thread-1084484-1-1.html

2）地仓方面：
现在总结下cview的landbank 有多大
～柔佛nusa sentral 313acre（至于剩下多少可发展地段，总发展总值是多少，还是无法查明）
～吉打550acre
～雪兰儿364.8 acre
这4个地段，cview 的地仓就超过1200acre

3）股息方面：
2013年,cview前后派了4次股息
net dividend per share是15sen
以目前价格买入,net dividend yield>5%

4）本益比方面：
目前单季净利为0.19亿
把净利全年化,本益比为<4

5）未来看点：
目前公司最大的房屋发展计划是nusa sentral最新的project,one sentral
有意了解one sentral 房屋发展计划,可上youtube查询

**cview的缺点
1）不是net cash company
2）公司流动票很少,在年报显示,前46位大股东就持有接近97.74%的cview股票
（流动量太少,大户很难看上）

后语：世界上没有十全十美的公司,以目前cview的价格，无论是派息率,地仓方面,不难发现cview是一家被市场严重低估的公司
如果你能接受这样的公司，可以考虑小量买入

共勉之

Cview 5049 康地威 Rm 3.12 欢喜进入,我看到是2014年的一匹黑马---Cview 5049 Rm 3.12 buy in , I saw a 2014 dark horse ---

明天下的話，我会加码，为2月中9m14的漂亮业绩作准备,haha,记得長线是金,短线是银.
持有前景佳的东南,不用太介意短暂的价位上下,把眼光看远,最后收获更多.

东南今天只是派出军師出征,就有成绩了,3-1-2014东南的王将军親自领军,更有看头了,想信可大获全勝,哈哈

原本收到风王司令 3号才会挥军北上，想不到提早出击，给敵人措手不及，哈哈。

大军驻扎在 1.45的关口,安全上路吧,

东南快車慢慢收货，想信3-1-2014就要开始跑了，还没上車的旅客请快了，哈哈，幸福的未来是丰衣足食的，我已经看到了。别急等我多收一些货,放心,王老板3号会来指挥,大军杀到,一路向北,哈哈

大红花石油的走势看好----1）因为公司在阿曼並没有废置该区块的任何计划，公司无须针对所涉及的成本进行註销。
2)Dr.keneith , 当时创办了 SAPURA , 对油气业有经验.公司的团队才是我的信心重点.(取自Kencana 兄)
3)短期该股料会于上挑1.73至1.85令吉水平.
4)挪威 , 澳洲的执照都拿到了,公司还是有前途的.
5)公司截至2013年9月30日止，首9個月轉虧為盈取得279萬9千令吉淨利.
6)大红花石油（HIBISCS，5199，主板工业产品股）澄清，该公司从去年起就成为一家全面的石油勘探及生产公司，不再是特殊收购公司（SPAC）.
7) 大红花管理层都是富有经验的石油界精英领导，其中包括Ainul Jamal是executive director, Jamal是Schlumberger亚洲区的总裁，当年曾经以40岁的年纪成为2个geormarkets的总经理。(取自Darren chong兄)
8)个人小小的意见，大红花上个星期遭受抛售，主要是大部分散户对石油勘探不了解。石油勘探固然是非常高风险的投资，但是回报却是非常的丰厚。大红花在Oman第一个勘探油井因为mud loss而无法钻到预先计划的深度，但是却已经得到该区域的地质资料，也对外发布该油井确实有油层的存在。所以第2个油井可以做好准备，mud loss是可以通过技术解决的。所以第2个油井成功的机率可是相当的大，如果发现可运作油层，股价可能2，3倍翻。(取自Darren chong兄)
9)个人整理与推荐,进出自负.

Large bullish trend safflower oil ---- 1) because the company in Oman block any plan that did not abandoned the company shall not be canceled for the costs involved.
2) Dr.keneith, was founded SAPURA, for the oil and gas industry experience.'s Team is the focus of my faith.
3) Short-term stock material will pick from 1.73 to 1.85 ringgit on the level.
4) Norway, Australia have got the license, the company still has a future.
5) months ended September 30, 2013, in the first nine months of turnaround achieved net profit of 2,790,009 thousand ringgit.
6) finishing with a personal recommendation, out of conceit.

东南物流【TNLOGIS】，旭日『东』升
取自扬帆启航兄之精华---http://klsecompany.blogspot.com/2013/12/tnlogis.html

1)五年时间,warrant至Rm 1.00是一定可以的(rM1.00+RM1.00转换价=RM2 .00母股),但母股到RM2.50我看也有可能,须看下来的业绩. 2)公司的企业活动（買回资产及发售凭单），加大公司必须使股票交易活跃，以吸引投资者投入资金。

8397w在3-1-2014才上市,不用考虑了,进母亲吧,丰衣足食的.
8397w上市若走到 0.60 sen ,tnlogis最少有RM 1.50 呀.
罗里看起来是旧了点,真的开动你一定哈哈笑.

STEP6978 ,8397W IS 3-1-2014 CAN BUY IN ,YOU BUY IN 8397 FIRST ,0K

超额认购
47800009
22.73% , 8397w 將飞上天,势必带领 tnlogis母亲一起飞,haha,先恭喜发财了,看到风采了.

8397 tnlogis is a black horse

brother abudance,warrant fair is 1.40 ,tnlogis tp=2.40

brother free,7889 is sell ,buy in 8387 tnlogis ,good future ,tp=2.40

any drop is chance to buy in.

放心,老板说了,华人新年会发大红包,記的进或守住哦.
Rest assured, the boss said, the Chinese New Year will be issued a red envelope, write the forward or hold oh.

为何再次上车？
1，现今的政，时局对东南物流都是有利的，东南是强势股。
2，此股的莊（大股东）特别强，股价要上要下轻而易举。
3，长期走势是向上的，任何回跌是进场良机，我给东南的评级为（99%上升，1%下跌）。
4，公司的企业活动（買回资产及发售凭单），加大公司必须使股票交易活跃，以吸引投资者投入资金。
5，最重要是净利从3月2013财政年的17m提升至3月2014财政年的54m（估计）。因此，股价上升是大势所趋。
6，取全年（3月2014年）赚54m（估计）来算，eps=12。8sen
a，28-2-2014股价=RM1。60 PE=12。5
b，31-5-2014股价=RM2。00 PE=15。6
c，31-8-2014股价=RM2。40 PE=18。7
7，如果我是老板，当股价RM2。40时，市值达10亿（正好和10亿产托吻合）
8，量化宽松即将退市，不利因素出尽。
9，全球经济明显改善，企业营收增加，投资信心回笼。
10，幸福的未来已看见，要不要拥有就看你自己了，哈哈！
个人推算，进出自负。
Why the car again ?
1 , today's government, the current situation is beneficial for Southeast Logistics , Southeast is a strong stock .
2 , Zhuang ( major shareholder ) This share is particularly strong, the share price should be lower on the breeze .
3, the long-term trend is up, any approach fell back is a good opportunity , I will give a rating to the southeast (99 % in 1% decline ) .
4 , the company's business activities ( bought on sale of assets and vouchers ) , and increase the company must make stock trading activity, in order to attract investors to invest .
5, the most important is the net profit from the March 2013 fiscal year to March 2014 17m enhance fiscal year 54m ( estimated ) . Thus , the share price rise is the trend.
6 , taken throughout the year ( March 2014 ) earned 54m ( estimated ) to count , eps = 12. 8sen
a ,28-2-2014 price = RM1. 60 PE = 12. 5
b ,31-5-2014 price = RM2. 00 PE = 15. 6
c ,31-8-2014 price = RM2. 40 PE = 18. 7
7 , If I were the boss , when the stock price RM2. 40, a market capitalization of one billion ( 1,000,000,000 production and care just fit )
8 , quantitative easing is about to withdraw from the market , unfavorable factors out to do .
9 , significant improvement in the global economy , increased business revenues , investor confidence return .
10 , happy future have seen , you do not have on your own , ha ha !
Personal projection, out of conceit .

Before A) I'm just a conservative calculation, as follows;
Earned second quarter - 27.1 million, EPS = 6.4 sen
Estimated annual 43 million, eps = 10sen, pe = 16 times the target price = rm1.60
B) If the average count taken in the second quarter, as follows;
There are 54.2 million estimated annual, EPS = 12.8 SEN, PE = 16 times the target price = RM 2.04
c) calculated by james brother company of nearly 1 billion industry, has revenues of 120 million turnover, if all future development finished, the other 880 million turnover, 35% of earned profit taking count, there 300 million profit in the foreseeable future a few years to see

lotust 1 brother--one of the big landlords waterfront2014 SAR listed, greatly stimulate the SAR exposure-related stocks, I believe when the SAR development company, scenery reproduction, revival is just around the corner, the southeast will benefit them.

A)之前我只是保守算，如下；
二季赚了--2710万,EPS=6.4 sen
估计全年有4300万,eps=10sen ,pe=16倍 ,目标价=rm1.60
B)若取二季平均算,如下;
估计全年有5420万,EPS=12.8 SEN , PE=16倍 ,目标价=RM 2.04
c)用james兄的计算,公司产业发展额近10亿,已经收入的营业额1亿2千万,未来若是全部开发完,则其他8.8亿的营业额,赚利取35%算,都有3亿的利润,可见未来几年看
http://www.investalks.com/forum/viewthread.php?tid=18466&extra=&page=39

http://www.iskandarwaterfront.com/

进东南，有希望。2014年马到成功。----
1，随着更多的国内外资金，新加坡政府及私人界也进入，发展项目进驻Iskandar特区，基础建设的逐渐完成，特区是一步步走向成功。东南必将受益。
2，特区大地主之一的waterfront2014年上市，大大刺激特区相关股的曝光率，相信到时特区有发展项目的公司，风光再现，风云再起是指日可待了，东南也会受益其中。
3，凭单发售价20sen，3-1-14上市最少有40sen以上，正所谓母子相随，形影不离，发光发热，大放异彩。（3-1-14这天准备好香槟庆祝吧！哈哈）
4，酒店业为公司创造稳定的现金流，坐落在著名的旅游区更佳，加上产业收益增多，催化股价长期看好，把握良机上车，为2014年再造资本增值吧！
5，投资愉快，丰衣足食。
Into the southeast, there is hope. 2014 instant success. ----
1, as more domestic and foreign capital, the Singapore government and the private sector has also entered, stationed Iskandar Development Zone, the gradual completion of infrastructure, DC is a step toward success. Southeast bound to benefit.
2, one of the big landlords waterfront2014 SAR listed, greatly stimulate the SAR exposure-related stocks, I believe when the SAR development company, scenery reproduction, revival is just around the corner, the southeast will benefit them.
3, vouchers offer price of 20sen ,3-1-14 listed at least 40sen above, is called mother go hand in hand, like a shadow, shine, shine. (3-1-14 champagne ready to celebrate this day of it! Haha)
4, the hotel industry for the company to create a stable cash flow, located in the famous tourist area better, coupled with an increase in industry revenue, long-term bullish on the stock catalytic grasp the opportunity to get on the train, for the 2014 recycling capital appreciation of it!
5 Investment pleasant and clothing.

( Johor Bahru ‧ 10 hearing ) Prime Minister Datuk Seri Najib Razak said the establishment of the Malaysian Legoland Malaysia not only round the theme parks have their own dreams , but also successfully let our famous overseas , further Iskandar Malaysia Zone into a world -class tourist center.

Legoland Malaysia Hotel has been officially opened.

Due to arrive Pahang, Najib visited the flood disaster, and therefore by the Johor Minister Datuk Seri Mohd Khalid presided over the opening ceremony this afternoon on behalf of Legoland hotel .

When he read on behalf of Najib 's speech, the case notes.

Najib said that many countries have their own theme park , Legoland has now launched a theme park , water park and hotel , complete facilities for the park to become a world -class tourist destination.

Tourism to attract more tourists

He jokingly said that if Legoland built in his childhood , will make his childhood fun.

"Every child have played Lego , which allows children to build their creativity can be fully LEGO models they want to establish Legoland can also narrow the gap between parents and children pull the relationship between them ."

Najib noted that in addition to Legoland , the theme park and the Puerto Princesa Traders Hotel (Traders Hotel) also established more attractive SAR , 2014 Tourism Malaysia to attract more tourists come.

Also present were Johor Tourism, Trade and Consumer Affairs Committee chairman Datuk Zhengxiu Qiang , vice-chairman Tan Sri Reno and Khazanah Mohd ,丹斯里阿兹Man Moda managing director , Themed Attractionsand Resorts Private Limited Managing Director and Chief chief executive officer Tengku Datuk Oman Boolean Hannu Ding et .

Ministers hope to build more hotels SAR

Iskandar Malaysia for the hotels, insufficient issue, Mohd Khalid admitted by the advisory After the ceremony , the hotel within the region is indeed inadequate.

Therefore, he hoped that more companies could enter the SAR opened hotel to meet the growing surge in the number of visitors .

Note - tnlogis built hotel in Puerto Princesa , the future of clothing.

（柔佛‧新山10日訊）首相拿督斯里納吉表示，大馬樂高樂園的設立不只圓了大馬擁有自己主題樂園的夢想，也成功讓我國揚名海外，進一步將大馬依斯干達特區打造成世界級旅遊中心。

大馬樂高樂園酒店已正式開幕。

由於納吉要趕到彭亨州巡視水災災情，因此由柔佛州務大臣拿督斯里莫哈末卡立今午代表主持樂高樂園酒店的開幕儀式。

他在代讀納吉的講稿時，如是指出。

納吉表示，很多國家都有各自的主題樂園，如今樂高樂園已經推出了主題樂園、水上樂園及酒店，完整的設施讓該樂園成為擁有世界級水準的旅遊勝地。

旅遊年可吸引更多遊客

他打趣的表示，如果樂高樂園在他小時候建造，一定會讓他的童年生活充滿樂趣。

“每一個小孩都曾玩過樂高積木，這讓小孩子能夠充份發揮創意打造他們想要的樂高模型，樂高樂園的設立也能拉近父母與孩子拉彼此間的關係。”

納吉指出，除了樂高樂園外，公主港主題樂園及商貿酒店（Traders Hotel）的設立也讓特區更具吸引力，2014年大馬旅遊年可吸引更多旅客到來。

出席者包括柔佛州旅遊、貿易及消費事務委員會主席拿督鄭修強，以及國庫控股副主席丹斯里諾莫哈末、董事經理丹斯里阿茲曼莫達、Themed Attractionsand Resorts私人有限公司常務董事兼首席執行員東姑拿督阿曼布爾漢努丁等。

大臣盼特區建更多酒店

針對大馬依斯干達特區內酒店不足一事，莫哈末卡立在儀式後受詢時坦承，特區內的酒店的確不足。

因此，他希望，有更多的企業能夠進駐特區內開設酒店，以滿足日益劇增的旅客人數。

注--东南在公主港建酒店，未来丰衣足食。

Chance of Southeast Express
1) There are themes, visibility has improved.
2) Iskandar zone effects.
3) the stability of the industry net profit next three years.
4) production of child care lined message.
5) the shareholders to buy back company stock, the stock has support.
6) a good investment environment.
7) continued good quarterly net profit.
8) Puerto Princesa pinetree apartments will soon break ground, the stock react.
9) Southeast, I see it as (6139 takaful) replica bullish trend.
10) Southeast Express, the final stop of RM1.60 a pleasant journey, ha ha, for reference only, and out of conceit.





Earned second quarter - 27.1 million, EPS = 6.4 sen
Estimated annual 43 million, eps = 10sen, pe = 16 times the target price = rm1.60

Thank you for your support, sitting on the Southeast Express is stable and comfortable, and beautiful scenery along the way, I wish a happy journey. Haha.

谢谢大家的支持，坐在东南快車上很安稳与舒服,一路上风景优美,祝旅途快乐.哈哈.

東南通运的機會
1）有主題，曝光率已提高。
2）依斯干達特區效應。
3）未來三年穩定的產業淨利。
4）产托成行的消息。
5）股东买回公司股票，股價具支撐。
6）良好的投資環境。
7）持續性良好淨利的季報。
8）公主港pinetree公寓即將動土，股價有所反應。
9）東南，我把它看做是（6139 takaful)的翻版，走勢看好。
10）東南快車，終站為RM1.60 旅途愉快，哈哈，只供參考，進出自負。





二季赚了--2710万,EPS=6.4 sen
估计全年有4300万,eps=10sen ,pe=16倍 ,目标价=rm1.60

RM1.20 再次上車,8397 东南TNLOGIS 2014年又是一个丰收年.目标价RM1.60

abu sahid holing is 5.8% only,

DOLMITE 终于回弹了,希望可以安定住,开往美好的前景.与大家共勉之---甘愿一生等待妳.

风雨交加，彩虹出现，哈哈。
通常莊家的招式，拉高压低，再慢慢收货，待下一波推进更高的价位。安静心态，理智处事。才能立足于不败

34-40 sen可进到,将来绝对物超所值.最少有60sen.
q3业绩少赚,但从0.495已下降30%,可进去了

small shareholder ,haha

今天的市场反应也太大了，Q3只是赚少,又没亏,三个季度也赚1237万,
36sen看来我要继续累积了,人丢我取,直到丰衣足食,哈哈.