May be park almost capital to bond investment as current announce by Bursa.Will be the best short term choose.

I prefer depend on time to time basic strategy.My intention will be caution on coming GE13 only.

估值溢价 财报疲弱 投资者宜选择性锁定获益.
http://www.nanyang.com/node/503327?tid=462

Entry on RM0.47 and 300 lots only.You prefer can collect more and what TP ? Please advice your opinion in near or mid term.

Still my paper loss counter's. 8 cents to go on recover back the invest capital.

The proposal is part of the company’s plan to diversify its revenue sources to reduce the group’s sole dependency on its core business. Salcon expects the property development to contribute 25 percent or more to its net profits in the future. The company will continue to seek and secure more property development projects in the long term.

More previous info..
Perdana Petroleum To Secure More Contracts
Perdana Petroleum is expected to seek more long-term charter agreements after having secured a RM430 million contract to provide Petronas Carigali with four anchor handling tug supply units. According to one analyst with RHB Research, Perdana could secure a few more long-term charters for its other offshore support vessels (OSVs). RHB has maintained its ‘outperform’ rating on Perdana with fair value of RM1.31. Public Investment Bank on the other hand was more optimistic in its research report on Perdana, raising its target price to RM1.50 from RM1.31. This was based upon expectations that the new contract of RM430 million will boost bottom line by 30 percent in FY13 and 24 percent in FY14. Perdana also announced on Friday that it had been awarded two contracts worth a total of RM70 million for the provision of a workboat and workbarge for two separate firms. The news however has not convinced OSK Research to revise its rating on Perdana. Instead, the company has been downgraded to ‘neutral’ from ‘buy’, given the limited upside to its fair value of RM1.17.

Significance: According to OSK research, key re-rating catalysts include Dayang Enterprise increasing its stake in Perdana Petroleum and improving charter rates above US$2.0 per bhp across its vessels. Currently, even with the news on Petronas contract, analysts have priced Perdana’s charter rates at about US$1.90-2.00 bhp per day.

Share price will swing around RM3.00 till end of Jan 2013 on reason due to this..Refer info link :http://klse.i3investor.com/blogs/journeytowealth88/23073.jsp
Any further opinion ? Please share out.Thanks :)

Yungshen1,b'cos of your aggressive intention on KNM.I learn and collected to invest on it's.Appreciate on your hard work.

Chung,good figuring out of earn.More or less is still return.I'm not hold a single warrants share.All on his mother share since few months back.Let's sing a song until new year big"Ang Pow"receive.

Chung,nice words impress.All earn.

Chung,good capital gain ahead.Give me big cash of "Ang pow" or bank in to my Maybank a/c:6868-1188-118 on coming Ulala new year.Ok?

Congrats.Diam diam earned 22.5% today gain.Good luck always.

tonylim,you still holding on Pantech_wa ? If yes good lah.

One word "Good" only.Cheers until end...

Why so fast ?

Tarik tali rally on current stage of price 0.20-0.205 Who will win at the end ?

Positive sign of restructuring charge on Unisem business ?

Up again...Wash hand show time ?

Total agreed!Smart guy's with smart money $$$$...

Fantatic.No comments just going up....

Asia media may decline if it closes below the RM0.20 support level. Liquidation can be undertaken if that happens, and supports are anticipated at RM0.16 and RM0.145. However, if it does not break below RM0.20, buying may return. Resistances are seen at RM0.22 and RM0.25
http://klse.i3investor.com/blogs/journeytowealth88/23343.jsp

Potential counter ! Reviewing more home work.Congrats all MyeG holder.

Foresee,I'm missed the boat after sold all on early stage with average entry price RM0.95(see my early posting). But congrats to who still holding on this potential counter's.

Thanks Smallturtle on good observation and home work.I likes your incremental analysis by which very small changes in specific variables are studied in terms of the effect on related variables and the outcome as a whole.
Let's follow the ways you go and KNM flying high to higher.Right?
Bro and Sis let's push it...

OTK=Oldtown KaraOkey.Towards to RM0.515 now.

My Bro KC Loh knew it what it's mean.Right KC ? Now touch up on 51 cent.

Break! Now at RM0.505 Steady man.OTK OTK tonight again.

OSK TP RM1.00
http://klse.i3investor.com/servlets/ptres/13032.jsp

Share price up will due to a part related counter's for Oil&Gas industry parts or on coming good financial performance announcement.Cheers ahead,

Share price up due to issue of up to 40.9m free warrants on the basis of one warrant for every 10 existing ordinary shares announcement soon?

Nice ! On monitoring mode.Powering up...Steady go..

Agreed ! Lock for future opportunities again during weakness,I with you.Right ?

Expecting long-term OSV contracts
MYR3b in contract tenders for up to 20 AHTS, 8 PSVs and 6 SSVs. expect PCSB, the operating subsidiary of PETRONAS, to seek up to 34 OSVs in 2013, believe that the vessels’ contract tenures will range between 5-6 years and be tendered in 2013.

Market breadth on current bull run or continue it's uptrend ?

In a week with RM500m book order awarded.Believe further upside exists, both from contract roll-outs and as Perdana is positioned to acquire new vessels from its 7.4% shareholder Nam Cheong to ride the OSV recovery.

Learn and invest on this lesson of transfer to Main boards environment.Accured benefit contributions to the potential investors, the business partner, or both.

Forecasted expectations Perisai will perform well during an upcoming quarter, year or other time period. An bright outlook could include expectations for upcoming projects, productivity and balance of trade growth.Valuation will better to best.

Petronas-capex-drive-continues on 2013.
http://www.theedgemalaysia.com/in-the-financial-daily/228717-petronas-capex-drive-continues.html

Whereby as an investor must realize the impossibility of achieving a return on their investment without facing the certain amount of risk involved the process.There are difference awards and risks invest in current industry environment of Technology counters.

Not yet.still early and more to go for this ulala year.I hold most the o&g counters for since last year.Very lucky all gained.Thanks Amen.

Fantatic ! 30 cents gain since last year June till now.remain minor holding position only.More to go on Oil&Gas counters.

More projects will be announce by today from Petronas,caligari around RM430 million.Let's wait and see today share price performance.Happy trading.

May be possible OSK revise his research reports by tomorrow on valuation update.Upgrading the Perdana Target price as well.Right ?

10心水股評一評.

沙肯石油獲大型合約有賺頭

由沙布拉浪峰及肯油企業合併而成的沙肯石油（SKPETRO,5218,主板貿服組）於2012年中旬以全新姿態上市，前景受市場看好，特別是收購Seadrill鑽油井業務後，更崛起成為全球最大的鑽油井業者之一。

隨國際油氣開銷上揚，尤其是國家石油（Petronas）祭出3千億令吉資本開銷，該公司可望攫取更多油氣合約，帶動未來盈利強勢成長，估計未來兩年錄得65%年均複合淨利增長。

沙肯石油已崛起成幾乎所有主要油氣服務活動的領跑者，訂單填補進度強穩。目前該公司手持135億令吉訂單，超過60%會在未來兩年兌現，同時也覬覦另200億令吉新訂單，料將陸續傳來好消息，而新油氣田發現和潛在併購活動等因素將為明年油氣業發展帶來蓬勃生氣。

分析員認為該股估值廉宜，除了獲龐大合約訂單利好支撐，Berantai邊際油田計劃將提供新成長動力。
http://biz.sinchew.com.my/node/68988?tid=6

2海外服裝品牌夾攻‧巴迪尼銷售拓展受阻
大馬 2013-01-07 17:57


（吉隆坡7日訊）巴迪尼控股（PADINI,7052,主板消費品組）受兩大海外服裝品牌雙面夾攻，分析員預見競爭加劇蔓延至其他州屬，導致其同店銷售成長減緩和面臨店面空間限制，拓展步伐受阻。

日本服裝品牌優衣庫（UNIQLO）今年3月將在檳城開設第八家分店，這是該品牌自2010年進軍大馬後，在巴生河流域以外地區的首家分店。目前7家分行位於飛輪海88、吉隆坡陽光廣場（Suria KLCC）、谷中城、萬達廣場、實達City Mall、雙威金字塔購物中心和佰樂泰購物廣場（Paradigm Mall）。

服裝零售業競爭加劇

大馬優衣庫是永泰（馬）（WINGTM，2976，主板產業組）及日本迅銷公司（Fast Retailing Co.）的聯營公司，股份比例為45：55。

鑒於需求強勁支撐，大馬研究不意外優衣庫及瑞典服裝品牌H&M也將順應此趨勢拓展至其他州屬。

該行指出，這兩家服裝品牌已在設有巴迪尼分店的購物中心營業，料加劇服裝零售業競爭，導致同店銷售成長從2012財政年的15%減速至2013-2015財政年的7.5至10%。

相信現有商場樓層面積受限和缺乏新商場供應零售空間，將成為該公司短期內拓展業務的主要障礙。

“優衣庫、H&M皆需要廣闊零售空間，料為巴迪尼空間需求形成挑戰，尤其是概念店，最大空間需求達2萬平方呎，平均面積需求為1萬1千至1萬5千平方呎。＂

該行認為，該股以12倍本益比交易，雖然高於10倍平均本益比，但依然位於3年本益比波動範圍內。

鑒於零售業同店銷售成長放緩、缺乏樓層空間和競爭加劇因素導致波動局面，該行維持“守住＂評級，合理價1令吉80仙不變。（星洲日報／財經）
http://biz.sinchew.com.my/node/68982?tid=6

開創小站式咖啡館‧舊街場分店料雙位數成長
大馬 2013-01-07 18:01


（吉隆坡7日訊）舊街場（OLDTOWN,5201,主板貿服組）欲擴張其規模，計劃每年增設30至40間分店，並開創小站式咖啡館，分析員認為估值比同儕低，分析員預料該公司的分店規模將繼續雙位數成長。

每年擬增30至40分店

豐隆投行表示，目前舊街場的本益比為13.7倍，較其他業內同儕平均15.1倍顯示9.3%的折價。

在2012年的首9個月該公司共已派發6仙股息，相等於56.6%的派息率，派息政策為盈利的至少50%。

“舊街場正透過設立更多的分店來擴張其快速消費品業務的規模，其中包括在Suria KLCC開創首間小站式咖啡館。此模式一旦被證明成功，就會每年增設20至30間小站在全馬較集中的地區。他們也提出計劃在已發展國家中高度繁榮的城市如香港發展此營業模式。＂

目前，舊街場共有210間咖啡館，其中包括9間在新加坡，7間在印尼，3間在中國。

“在未來，我們預期咖啡館的數量會持續以雙位數增長。尤其是中國，預期從2013至2015年會有12至15%的增長。＂

豐隆投行也補充，一旦所有分店都獲得清真資格並投入充份的宣傳工作，穆斯林市場將為集團的盈利給予顯著的貢獻。

目前只有77%在大馬的分店是獲清真認證，該公司預期今年初能讓所有分店都被獲認證。

豐隆投資銀行給予“買進＂評級，設目標價在2令吉52仙。

該公司可能面臨的風噞包括原料漲價、小站式營業模式接受度低落、餐飲素質和產品需求相對有彈性等。（星洲日報／財經）
http://biz.sinchew.com.my/node/68985?tid=6

第三季銷售額或達1.75億‧騰達盈利料超預測
大馬 2013-01-07 17:59


（吉隆坡7日訊）騰達集團（PANTECH,5125,主板貿服組）將於本月公佈2013年財政年第三季業績，分析員預料其淨利介於1千450萬令吉至1千650萬令吉之間。

達證券指出，該公司第三季銷售額料介於1億6千500萬至1億7千500萬令吉之間。按季營業額及淨利，分別增長1至4%及1至15%。若屬實，將超越該行預測，即其首9個月淨利就達到全年預測的79%至83%。

騰達集團預料在2013年1月22日或23日公佈最新業績。

訂單保持3億令吉水平

達證券表示，據該公司管理層指出，在任何時候，該公司的製造及貿易訂單將保持在3億令吉水平，即是該公司一年盈利的透明度。

該公司較看好旗下碳鋼產品，因油氣領域的需求強勁。惟不銹鋼產品需求適中，主要是過去一年的鎳價格持續波動，使客戶較遲疑地投下較大的訂單，因為較高的鎳成本最終將會轉嫁給客戶。該公司不銹鋼產品的原料中，鎳佔了近70%。

騰達集團在巴生的碳鋼工廠在第三季的使用率達100%，未來至2013年5月為止將持續。

它最近將巴生工廠年度產能增加1千公吨至每年1萬8千公吨水平。

該公司在柔佛巴西古當工廠，它在第三季的不銹鋼年度產量達1萬2千公吨，比較年度產能則為1萬4千400公吨。由於需求穩定，預料它下一季的工廠使用率將可保持在83%水平。

該公司最新收購的Nautic設施的產能使用率達到85%，預料2014年財政年時，它將可達到全面使用水平，因管理層對它的運作及商業模式更加熟悉。該公司也計劃收購一塊土地供擴展的Nautic業務用途。
http://biz.sinchew.com.my/node/68983?tid=6

達證券指出，該公司優勢，包括慷慨周息率（2013年為7.2%），未來季度的賺幅擴大，大馬及巴西油氣業資本開銷擴張期的受惠者之一，及具吸引力的單數本益比（2013年財政年8.6倍）。使該行建議“買進＂評級，目標價為82仙。（星洲日報／財經）

吉隆坡7日訊）柏達納石油（PERDANA,7108,主板貿服組）攫獲2項總計7千萬令吉之工作船與駁船租約，分析員多看好此正面發展，惟財測不變，多數認為更多合約將接踵而至。

豐隆看好這項合約，因出租率遠較明後年財政出平均出租率高出13%，而且這項合約也使其使工作船與駁船使用率達一半或四分之一。

柏達納石油子公司Intra Oil服務與柏達納海事岸外是從環境海事資源（ALAM,5115,主板貿服組）與Ibunsina資源獲取上述合約，合約期限分別為9個月與21月，有延長1年與3年之選擇。

受上述新合約激勵，該股閉市上漲6仙，掛1令吉17仙。

豐隆研究看好柏達納，是因目前正處於岸外支援船隻（OSV）市場上調週期，且沒有任何政治掛勾，不僅具有盈利清晰度，且在動蕩的市場更具防禦或抗跌功能。

今年油氣業慢慢活絡

大眾研究也強烈相信，在柏達納石油與達洋企業（DAYANG,5141,主板貿服組）展開策略聯盟後，基於今年油氣業慢慢活絡起來，中期將獲得更多合約。

上述合約每日租費約2萬5千美元，以12至13%賺益計算，馬銀行研究估計可從此合約獲淨利最高達900萬令吉。其整體使用率由去年的73%，上調至今、明年的86%與93%。

基於已把一些短期獲取合約考量在內，迄今該行維持淨利預測不變。

馬銀行預測它將競獲至少4項國油探勘的三用工作船艦（AHTS）合約，國油探勘招標34艘類似船艦，總合約達30億令吉。未來若獲這類工程及伙同於達洋企業競標的泛馬油田維修工程合約，可催化今明兩財政年淨利增長23%與8%。

僑豐也認為這是正面之發展，惟基於已把合約替換考量在內，財測不變。基於股價上漲空間有限，由“買進＂下調至“中和＂評級。（星洲日報／財經）
http://biz.sinchew.com.my/node/68980?tid=6

Current rating on Scomi.
Positives
a)Demand drivers improving. 
b)Oil&Gas service supply relatively inelastic. 
c)Earnings inflection as restructuring nears completion. 

Negatives 
a)Increased competition for growth markets. 
b)Complexities of restructuring.