Newman, any counter for intra tomorrow ?

Newman, nice to meet u.. farmbes can tambah? bought at .715 buy knm right?

flying lor。。go go go

Matrixcool, not yet in sbc.. Maybe will buy on Monday.. Any new counter u bought this few days? Enjoy ur good wine.. Make me thirsty.. Haha

Good counter.. No worries..

This counter is for long term.. I bought .155 yesterday.. Regret din buy at .115 next generation is IT world.. So give nextgram big support & invest.. Maybe another GHL.. WiseEYe right ?

Anything can happen in market.. Trade carefully

matrixcool, missed ur gadang..aiyah.. any new counter u go in? sbc looks good?

Hi Mr. OTB, how to whatsapp u?

lembaga tabung haji hold many

bone， stuck at .715.. bila telur akan masak? someone trying to pull down de price..

Engine started.. big boss collecting..

https://site.recognia.com/kenanga_news/serve.shtml?page=event&name=stocks&eid=MYvvISAAf_9wAggABAACAAAD6CRg&symbol=TAS&exchange=MYX&lang=en&eml=limayseng1952@yahoo.co.uk&gaid=::GA_TRACKING_ID

Momentum coming.. watch out..

Sifu mike, aeon now can go in? Wanna cover my loss on daya..

Matrixcool, where can buy this book.. Hard to find

matrixcool, candlestick by Gregory L. Morris ?

guess aje.. evryweek de director keep buying

hiddengem, waiting ur call too.. :)

someone will buy this company..

I catching de good price to entry again.. Azlan88, any sharing..

yalor, like daya.. sifu told us sold already.. i not notice.. now big paper loss..

10cent dividend so good ah.. 5.5% per annual, i think not so many. 30% from their profit.. any new project launch at kl..? how's de status they joint venture with another company in project klang valley. hard to find their news.

I guess too, drop more.. I wan collect.. Anyone know why de price keep climbing ?

Yalor ccc5197, from 2.7 to 1.45, I still holding tight tight.. Relax n minim coffee :)

（吉隆坡5日讯）达雅集团（DAYA，0091，主板贸服股）料计划通过市场筹资9.5亿令吉购船，消息传出后，该股倍受投资者追捧，价量齐增，成为今日10大热门股之一。
该股今日一度攀扬4%或1.5仙至37仙，涨幅尔后收窄，惟交投量持续放大，闭市时，该股全日交投达8438万5600股，收挂36仙，起0.5仙。
肯纳格投行在报告中指出，达雅集团正在着手处理15%股权的私下配售作业，计划透过凭单发行、可赎回债券以及优先债务（SeniorDebt）融资，筹集9.5亿令吉。
报告指出，达雅集团筹资所得将用作购置两艘岸外海底建造船（OSCV），分别是Siem Daya1和SiemDaya2，船只购置预计耗资1亿4000万美元（约4亿6000万令吉）。
达雅集团指出，在完成船只购置后，达雅集团每日可节省1万5000美元（约5万令吉）的租赁费用。

Highlights

Weak 4QFY13 result due to one-off event… YoY, Daya’s 4Q13 earnings swung from profit to a loss of RM15m. Full year FY13 earning made up only 14% of consensus. This was mainly due to cost overruns at its first subsea project (Tapis EOR). As the project is almost near completion (~96% completed) and the cost overrun has already been fully reflected in Q4FY14, we view this as a one-off event.

Looking forward for SD1 and SD2…Siem Daya 1(SD1) and Siem Daya 2 (SD2) are expected to commence works with Technip Norge in Mar 13. 1QFY14 earning will remain weak given the initial mobilisation and charter costs. However, they will register maiden full contributions in 2QFY14 with deployment of 220-250 days/pa (vs. original 100-175 days).

Margin expansion for the propose acquisition… The company is working on a fund raising exercise to raise RM930m (combination of debt and equity, Ref Fig 1) to acquire 100% of SD1 and SD2 vessels. Each vessels cost around US$130-140m. The company expects saving of US$15-20k/day/vessel under an ownership model (vs. lease model). We estimate each vessel to generate RM24m PAT vs. RM6m under lease model. Management expect the corporate and acquisition to complete in 1H14.

Potential third vessel in 2H14? We understand the company is negotiating with Technip on a 3rd vessel charter. Successfully executing jobs on SD1 and SD2 will path the way for future SD3. If acquisition of SD3 in FY14 materialized, FY15 earnings could be boosted by ~30%, resulting in a drop in P/E to 10x while net gearing of circa 1.5x will remain below the company’s maximum tolerance of no more than 2x.

Not as dilutive as thought? Under the RM930m fund raising exercise, the company targets 65% from debt and 35% from equity (combination of private placement, right issue and convertible bond). We expect share base to enlarge from 1.39bn to 2.6bn after the exercise. Despite the huge dilution, average pre-tax margin for both vessels are expected to increase from 5% to 23% from lease to owned model (Ref fig 1).

Balance sheet remains comfortable… After the corporate fund raising, net gearing is expected to increase from 0.3x in FY13 to 1.1x in FY14.

Valuation

After the corporate fund raising to acquire 100% stake in both vessels, Daya is expected to trade at 25x FY14 and 13x FY15 P/E (Ref Fig 1, Scenario1). To note, we only factored one quarter of contribution under asset owned model in FY14 (as we expect the deal to complete in 2HFY14) and expect FY15 earnings to increase by 94% YoY given full year contributions from both vessel.

Source: Hong Leong Investment Bank Research - 6 Mar 2014

Hope will break rm2.50 tomorrow.. I bot 2.70.. Tomorrow confident to tambah.. Short circuit, hahaha..

Limit up up up.. Hooray !!

Y everyday share buy back..

Matrix, good analysis.. i guess will big drop too although i dunno TA well. Public share really not so many, control by their own company & tabung haji too.. now side see n waiting whats going on.. thanks Matrixcool !!

Matirxcool, what about titijaya.. from 1.42 speeding to 1.79 between one n half months, de bottom price is 1.42, i cannot read & find de support line for trading recently. They will testing 1.92 since ipo first day highest price. The share to public is very limited right?

Candlesticks, noted.. Those software can guide n monitor us too...? I forgot de software name.

now must learn some TA from matrixcool le.. very clear for Matrixcool analysis.. got any class we can participate..? hehe

yalor.. dunno when can come out from de gap.. memang sakit hati.. must buy 9191 for lucky draw..

i know.. just be positive :)

http://www.thestar.com.my/Business/Business-News/2014/01/04/Appetite-for-SPACs-Demand-for-shares-of-SPACs-continues-to-be-strong/

Sunlight, i same with u too.. lost alot.. 0091

Matrixcool.. need ur analyst about titijaya, guh & prlexus.. hard to catch them, need to find de safty price.. titi ppl keep buying keep throwing, guh share buy back 1.13 since they did share buy back so many times.. prlexus up n down suka hati saja..

Bravo, matrixcool !!!

They already mentioned construction hard to make money, vessel is their major bisnes in future.. They got stake in Reach Energy (Ipo soon)..

butter_will_fly why this scenario not happen on Daya.. sad..

big show always start on 4.30pm, if u want lowest price of de day, can get by 4.30pm.. 4days continue down, all they do big show on 4.30pm onwards..

0.36 is bottom price.. but now they want money.. any price buyer wanna buy, boss or shark will let go.. so becareful if u want play short term.. long term player, side see n find de lowest price.. contra player will bring down de price.. this counter, uncle aunty can buy n keep, but i worry they will get heart attack.. haha

CASH FLOWS FROM INVESTING ACTIVITIES
Purchase of property, plant and equipment (11,222) (6,502)
Purchase of land held for property development - (10,384)
Purchase of investment property (8,462) -
Proceeds from disposal of property, plant and equipment 1,324 3,483
Purchase of intangible assets (495) (98)
Purchase of available-for-sale financial asset (2,400) -
Acquisition of a subsidiary (i) (1,135) -
Acquisition of joint venture companies (152) -
Proceeds from issuance of shares to non-controlling shareholder of a subsidiary 70 131
(Increase) / Decrease in pledged deposits placed with licensed banks (6,405) 1,483
Decrease in deposit placed with licensed banks more than three months - 1,807
Distribution of profits from a jointly controlled entity - 2,218
Dividends received - 6
Interest received 1,355 1,212
Net Cash Used In Investing Activities (27,522) (6,644)

what property they bought?

Bought vessel at last quarter and acquire stake RM8M in Reach Energy caused daya loss.? Anyone know about it..

Daya chart how? Since loss for QR

Hepi, monday sell or hold?

Hiddengem, good price to entry now? Will downtrend again, for ur experience..

Qwertyuiop, what price can buy now.. I saw ppl bot 1.66 with 100k on Monday..