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2012-06-25 20:03 | Report Abuse
Tenaga could be a trading BUY or even a medium-term trade if it can break above the RM6.70 mark convincingly.
2012-06-25 20:00 | Report Abuse
Favco may trade higher after closing at its highest in a year last
Friday. A position can be initiated above RM1.55, with a close below
last Friday’s low of RM1.48 as stop-loss. The price target is RM2.00,
with selling also expected at RM1.80. The trade may not work
should the stop-loss be triggered, after which the stock may
continue its sideway move. Strong support lies at RM1.35.
2012-06-25 19:34 | Report Abuse
Is the big gift for me since hold it for pass 2 month.Well done Pretariang.
2012-06-25 19:31 | Report Abuse
Is the right time to take some profit by today..Good move.
2012-06-24 22:56 | Report Abuse
KEY STEEL PROJECTS IN MALAYSIA
(1) Ann Joo Resources
Type Mini-blast furnace for production of hot metal/pig iron
Location Prai, Penang
Capacity 450 cu m or 500,000 tonnes
Value (RM mil) 600
New jobs created approximately 640
Date commissioned October 2011
(2) Perwaja Holdings
Type Iron ore concentration & pelletization plant
Location Bukit Besi, Terengganu
Capacity (tonnes) 240,000
Phase 1 120,000
Phase 2 120,000
Value (RM mil) 400
New jobs created approximately 3000 skilled & unskilled
Targeted commissioning Phase 1: 1H12
Phase 2: 2H12
2012-06-24 00:49 | Report Abuse
Money to rely on themselves to do their homework
(1) buy when preparing for long-term investment.
The business takes time to operate, will it be possible to make money hand. You have to give time for the company's management to make money for you.
Business step by step to go in order to create wealth.
Wealth creation can not be achieved steady is better than a one-off windfall.
(2) buy the stock to be close to follow up the progress of the company's performance, if the company can not achieve expected profitability, without sufficient and reasonable grounds, it should be immediately Divestment - sell the stock.
③ All investment decisions should be made based on the fundamentals.
Must have facts and figures support the fundamentals, not illusions, but not biased.
Remember, money is a very personal thing, and others difficult to make decisions for you.Just my opinion of future investment..Cheer.
2012-06-24 00:33 | Report Abuse
In any case, the operator of the source is also optimistic about the Malaysian Drogan-chip stocks, such shares at a low ebb for some time, so even if the KLCI fell, the decline of these stocks will not be much. Suozhuo Global (SOZO, 5187, the consumption shares) and China shipped holding (MSPORTS, 5150, the motherboard consumption shares) have begun to pay a dividend.
2012-06-24 00:30 | Report Abuse
KNM (KNM 's, 7 164 industrial stocks) announced the sale of additional shares to 2 with a ratio of two cascade manner, to reduce the debt ratio, but market participants remain cautious about the prospects for the stock. mainly due to the company's earnings considerable low. Affin investment bank analyst said frankly, am disappointed that the recommendations of the above issued shares of the KNM. This is mainly because analysts had earlier said that the company or the sale of additional shares as to expand and develop new business, rather than now used for debt service purposes. In any case, the Kennan Jia analysts this proposal is not surprised. Although the management has said the funds for debt servicing, but the analysts believe that the company or may be related programs of the funds for the British Petersburg Energy Park (PEP) and Sri Lanka waste renewable energy factories. "If the company's capital investment in these two plans, we will be cautious about its fund-raising intentions, as well as its short-term ability to profit, after all, the plans are still many uncertainties, the lack of adequate contract Order. " In addition, if the Offer Price for each additional shares was 0.40 ringgit (60 cents from the share premium account capitalization), KNM will be able to raise 200 million ringgit of funds, but its share capital will be expanded to 1.5 billion shares. Investment rating downgrades as of March this year, the company's borrowings of up to 1.06 billion ringgit cash flow amounted to 223 million ringgit, equivalent to 0.52 times the net debt ratio. In other words, the money is not sufficient to significantly reduce its debt ratio, but the company because of the enlarged share capital, which led to earnings per share has been seriously diluted. Wong DBS Vickers Research analyst, said after the completion of the issued shares of the company's earnings per share would be diluted up to 33%. Kennan Jia Research analysts said, if the additional shares and voucher pricing is all a share of RM1, the additional shares of the scheme is expected to dilute the 2012-2014 fiscal year per share earnings of 40-45%. Integrated a number of negative factors, Affin Investment line rating on the stock from the original short-term buy "down to" sell ", target price has also been revised down to 0.82 ringgit. Wong DBS Vickers Research is to maintain the stock "hold" rating and 0.70 ringgit target price, and that the continued downturn in external demand, the company earned pieces of material is difficult to a strong recovery. Kennan Jia research give the stock to "underperform the market" rating, target price of 0.73 ringgit.
2012-06-24 00:27 | Report Abuse
HSL was awarded a 26 million ringgit of government projects.
The company received Sarawak Ministry of Industrial Development Letter of Intent, will be responsible for the infrastructure projects of the Industrial Park in Kuching, Di Mala do not (Demak Laut).
Analysis
The MIDF study Hock has made 100 million $ 1 million ringgit contracts, accounting for 36% of the bank forecast full-year 500 million ringgit contract the new contract so that the hands of the group contract orders increased from 1.7 billion to 30 million ringgit .
The bank believe that the forecast of 500 million ringgit contract may be up to Hock is Sarawak's primary contractor, can benefit from the state's booming construction activities. The bank to maintain a buy rating and target price of RM2.
Leong said that the assumptions to make the rate of 10%, the new contract will make the company's earnings per share increased by approximately 0.5 cents.
The company had earlier announced first quarter results, the Malaysian study, turnover and net profit forecasts slashed 16%, delayed due to the state awarded the engineering contract to prepare the election.
The bank believes that the the Hock depth of involvement in a number of projects to promote economic growth in Sarawak, the stock 2012-2014 fiscal year PE ratio of only 6 to 9 times, has been underestimated, so keeping buy recommendations and target price RM 59 cents.
2012-06-24 00:23 | Report Abuse
Just back from best friend wedding dinner.
Hello Shine,all this info as above mention get it from one of the best friend of investment analyst $ consultant.Just for your helpful reference..Thanks.
2012-06-23 16:16 | Report Abuse
VALUATION
Market Cap (M MYR) 380.80
Price/Book (mrq) 0.5905
Price/Sales (ttm) 0.2409
Enterprise Value (M MYR) 1,581.82
EBITDA -79.93
Enterprise Value/EBITDA (ttm) 80.70
Enterprise Value/Revenue (ttm) 1.00
EARNINGS
Earnings Per Share (MYR) (ttm) -0.3533
Quarter Estimated EPS (MYR) (mrq) -
Year Estimated EPS (MYR) (12/2012) 0.0790
P/E Ratio (ttm) -
Estimated P/E (12/2012) 8.6076
Relative P/E vs. FBMKLCI -
Next Earnings Announcement 08/24/2012
2012-06-23 16:11 | Report Abuse
I believe that the steel producers' share performance would be more moderate going forward. I see the near-term upside gain as possible due to strong momentum of ETP demand.
2012-06-23 07:55 | Report Abuse
Current P/E Ratio (ttm) 21.5712
Estimated P/E (08/2012) 14.0461
Earnings Per Share (MYR) (ttm) 0.3106
Est. EPS (MYR) (08/2012) 0.4770
Est. PEG Ratio 2.6060
Market Cap (M MYR) 36,653.91
Shares Outstanding (M) 5,470.73
Enterprise Value (M MYR) (ttm) 51,966.50
Enterprise Value/EBITDA (ttm) -
Price/Book (mrq) 1.0447
Price/Sale (ttm) 1.0679
Dividend Indicated Gross Yield 0.7597
Next Earnings Announcement 07/20/2012
2012-06-23 07:53 | Report Abuse
Current P/E Ratio (ttm) 6.4223
Estimated P/E (12/2012) 8.4116
Earnings Per Share (MYR) (ttm) 0.3628
Est. EPS (MYR) (12/2012) 0.2770
Est. PEG Ratio -
Market Cap (M MYR) 2,869.59
Shares Outstanding (M) 1,231.58
Enterprise Value (M MYR) (ttm) 4,510.28
Enterprise Value/EBITDA (ttm) 5.66
Price/Book (mrq) 2.3321
Price/Sale (ttm) 2.1223
Dividend Indicated Gross Yield 5.1502
Next Earnings Announcement 08/02/2012
2012-06-23 07:52 | Report Abuse
Current P/E Ratio (ttm) 15.6632
Estimated P/E (12/2012) 14.7465
Earnings Per Share (MYR) (ttm) 0.2043
Est. EPS (MYR) (12/2012) 0.2170
Est. PEG Ratio -
Market Cap (M MYR) 3,413.73
Shares Outstanding (M) 1,066.79
Enterprise Value (M MYR) (ttm) -
Enterprise Value/EBITDA (ttm) -
Price/Book (mrq) 1.7909
Price/Sale (ttm) 1.4650
Dividend Indicated Gross Yield 3.3594
Next Earnings Announcement 08/24/2012
2012-06-23 07:51 | Report Abuse
Current P/E Ratio (ttm) 20.3401
Estimated P/E (03/2013) 16.0697
Earnings Per Share (MYR) (ttm) 0.1588
Est. EPS (MYR) (03/2013) 0.2010
Est. PEG Ratio 1.1730
Market Cap (M MYR) 2,687.37
Shares Outstanding (M) 832.00
Enterprise Value (M MYR) (ttm) 3,253.13
Enterprise Value/EBITDA (ttm) 13.23
Price/Book (mrq) 3.3110
Price/Sale (ttm) 1.3803
Dividend Indicated Gross Yield 1.3158
Next Earnings Announcement 08/22/2012
2012-06-23 07:50 | Report Abuse
Current P/E Ratio (ttm) 15.9384
Estimated P/E (12/2012) 26.8396
Earnings Per Share (MYR) (ttm) 0.3570
Est. EPS (MYR) (12/2012) 0.2120
Est. PEG Ratio 1.4915
Market Cap (M MYR) 20,355.42
Shares Outstanding (M) 3,577.40
Enterprise Value (M MYR) (ttm) 22,492.92
Enterprise Value/EBITDA (ttm) 6.57
Price/Book (mrq) 2.6344
Price/Sale (ttm) 2.1686
Dividend Indicated Gross Yield 3.4446
Next Earnings Announcement 08/24/2012
2012-06-23 07:46 | Report Abuse
Key statistics for ALAM.
Current P/E Ratio (ttm) 15.8824
Estimated P/E (12/2012) 7.9412
Earnings Per Share (MYR) (ttm) 0.0340
Estimated EPS (MYR) (12/2012) 0.0680
Market Cap (M MYR) 425.09
Shares Outstanding (M) 787.21
Enterprise Value (M MYR) (ttm) 901.88
Enterprise Value/EBITDA (ttm) -
Price/Book (mrq) 0.8689
Price/Sale (ttm) 1.2923
Next Earnings Announcement 08/22/2012
2012-06-22 23:55 | Report Abuse
在原有的岸外支援船(OSV)服务合约订单,以及离岸安装和建筑领域拓展潜能的支撑下,环境海事资源(ALAM,5115,主板贸服股)预计今年的营业额可取得双位数成长。环境海事资源主席拿督阿末苏菲安称,目前的OSV合约订单为7亿令吉,足以供未来3年的营运;而该公司也拥有一项为期14年的2艘船租赁合约。「我们认为公司的情况正逐渐好转,而这趋势料将能在本财政年持续发酵。」阿末苏菲安在股东常年大会结束后向媒体表示。环境海事资源成功2011财政年转亏为盈;而营业额也从2亿4219万令吉,上扬至3亿零812万令吉。此外,环境海事资源董事经理兼首席执行员阿兹米阿末表示:「OSV核心业务拥有较高的平均使用率及每日租用率,是我们转亏为盈的关键。
2012-06-22 23:42 | Report Abuse
K-One Technology Bhd has signed an
agreement to develop, manufacture and supply lighting products (electronic head
lamps) for sports activities to Zedel Sas of France.
Zedel Sas is a member of the Petzl Group which markets its products or
solutions under the renowned brand name "Petzl" worldwide.
In a filing to Bursa Malaysia today, K-One said the agreement is for a
period of one year commencing today and would be renewable annually.
"The agreement reaffirms the steady business contribution of Petzl towards
K-One Tech for this financial year and past.
"It is expected to have an increasing positive financial impact on K-One
Tech's results as we move forward in the coming years, with projected sales
contribution for the next five years expected to exceed RM100 million,"
2012-06-22 19:04 | Report Abuse
TM is likely to continue with its uptrend line.Nice day for TM.Cheer....
2012-06-22 19:01 | Report Abuse
Alam Maritim Resources Bhd expects a double-digit growth this year on the back of existing orderbook for offshore support vessel (OSV) services and potential expansion into offshore installation and construction segment.
Chairman Datuk Ahmad Sufian said OSV's orderbook now stands at RM700 million, which in average the contract would last for three years, and a long- term charter contract for two vessels that would last 14 years.
"We feel the company has turnaround and the trend will be that way in this current financial year," he told reporters after the company's annual general meeting today.
The company's pre-tax profit for the financial year ended Dec 31, 2011 rose to RM14.08 million from RM18.11 million pre-tax loss in 2010.
Its revenue rose to RM308.12 million last year from RM242.19 million in the previous year.
"We managed to return to the black due to higher average utilisation rate and daily charter rate from our main business segment, the OSV," said Managing Director and Chief Executive Officer Azmi Ahmad.
2012-06-21 22:27 | Report Abuse
Nestle in 2008-2010, investment in more than 500 million ringgit wantonly to expand production capacity can plan now began to grab access to huge back unpaid export market potential well, will future business growth to provide strong support.
Maybank said Kim Eng, Nestle dropped huge amounts of capital expenditures in support of its earnings momentum, especially in the Shah Alam factory is about to put into operation, will provide additional capacity. The company exports to maintain stable growth of double digits.
The bank pointed out, Nestle in 2010 and 2011, export sales growth of 21% year-on-year, the other hand, the same period in the domestic market, sales grew only 4% and 16% respectively. More than 50% of exports to the ASEAN market is expected good growth potential, because Nestle Malaysia has been specified for the Muslims of the Nestle Group edible products center.
2012-06-21 22:23 | Report Abuse
Malaysia Airlines (MAS, 3 786, the Main Board of Trade and service group) today announced the latest business plan is not much new, except to take a pragmatic action, the focus is still fall push up revenues and reduce costs to the 2014 financial turnaround in one year delay than the original objective
2012-06-21 22:22 | Report Abuse
沙肯石油(SKPETRO,5218,主板貿服組)是大馬大規模油氣股最廉價股項,同時在競標計劃佔優勢下盈利能見度強勁,惟即將出爐的首季業績可能受合併費用影響。
最廉價油氣股
競標計劃佔優勢
黃氏唯高達研究表示,沙肯石油估值只有2013年本益比的15倍,比較同儕是22倍,估值低廉,因此予“買進”評級和目標價2令吉70仙。
該行認為,該公司是國油資本開銷的主要受惠者,截至5月12日的訂單達143億令吉,也將支撐未來數年盈利,惟5月完成總值1億3千萬令吉的合併費用可能打擊首季盈利。
該行預見,國油在下半年頒發更多合約,而沙肯石油料為國油值9億令吉的維修競標的優先人選,歸功於該公司透過旗下Allied海事和設備引領市場。
沙肯石油也可能競標分別值50億和20億令吉的國油和蜆殼石油(SHELL,4324,主板工業產品組)的維修與岸外裝配和營運(HUC)合約,這些計劃估計在年杪頒發。
此外,該公司在紅土坎使用率不足的製造廠,也令該公司在資本開銷節節上升下,有望成為更多製造合約的主要“候選人”。
另一方面,合作夥伴Seadrill脫售沙肯石油3億股票料不會對鑽油和舖管的聯營業務帶來負面衝擊,主要是資金可能將注入聯營公司。
該聯營主要放眼在2014年前傳送三艘舖管船,以負責巴西國油(Petrobras)值14億美元的舖管合約。由於沙肯獲邀競標巴西外海山多斯海盆(Santos Basin)的下階段合約,意味該公司在巴西也擁有更多機會。
2012-06-21 22:21 | Report Abuse
(SKPETRO, 5218, the trade service group) Malaysia's large-scale oil and gas stocks, cheapest stocks, while strong earnings visibility in the bid plans dominant, except for the upcoming first quarter results may by merging the cost implications.
The cheapest oil and gas stocks
bids plan dominated
Huang Vickers said that Shaken oil valuation 2013 PE ratio of 15 times 22 times to compare peer and low valuation, so I "buy" rating and target price of 2 ringgit 70 cents.
The line that the company is the main beneficiaries of the capital cost of the Petronas orders as of May 12 amounted to 14.3 billion ringgit, will also support the profit of the next few years, but completed in May worth 130 million ringgit merger The costs may be against the first-quarter earnings.
The bank foresees, Petronas awarded more contracts in the second half of the year, Shaken oil is expected to lead the market through its Allied Marine and Equipment Petronas value of 900 million ringgit maintenance bid priority candidates, thanks to the company.
The Shaken oil, respectively, the value of 5 billion and 20 billion ringgit, Petronas and Shell (SHELL, 4 324, motherboard industrial products group), maintenance and offshore assembly and operation (HUC) may bid contracts, these plans is estimated be awarded by year-end .
Addition, the company in Lumut underutilized manufacturing facilities, so that the company's capital spending is rising, is expected to become more manufacturing contract "candidate".
Partners, Seadrill, on the other hand, the sale of 300 million shares of Shaken oil is not expected to have a negative impact to an associate of the business of oil drilling and pipe laying, funds may be injected into the associates.
The associate look in 2014, send three pipe-laying ship, responsible for Petronas in Brazil (Petrobras) to $ 1.4 billion of pipe-laying contract. As Shaken invited to bid for the Brazil outside the seamount Duosi Hai basin (Santos Basin), the next phase of the contract mean that the company also has more opportunities in Brazil.
2012-06-21 19:05 | Report Abuse
Maybulk should be a good counter to be monitor as the chart had been seeing a good level of recovery. Besides that, as big scale liner had been seeing red, Maybulk is good enough to hedge against the odds of going into deep red with prudent management.
2012-06-20 21:22 | Report Abuse
PRESBHD, 5204, the Main Board of Trade clothing shares expected annual turnover this year, double-digit growth, at the same time, does not exclude the M & A activity this year. Must Costa bright mainly engaged in the information technology industry, the main business, including software license distribution, as well as information and communication technology (ICT) training. As of 2011, these two operations accounted for 23% and 77% of the turnover. Abu Ha Hill, chief executive officer turnover can reach a balanced ratio of 40% and 60%. "Our goal is to double-digit (annual turnover) growth this year." As for the merger and acquisition targets, he admits, must Costa bright weakness lies in education and employment sectors, therefore, able to find partners can play a complementary role. But the details need to wait for the release of the announcement. Abu Ha Hill to attend the Second Annual General Meeting of shareholders to the media that the company currently has orders worth 100 million to 60 million ringgit, to achieve profitability in the next 3-4 years. This year the company will focus on three major areas, namely the expansion of the business of education, and promotion of IP R & D and development of new partnerships. Fu in July last year, will Star bright, big spenders, had already sent a dividend of 10 cents in just one year, respectively, of the 2011 fiscal year, 8 cents per share dividend, as well as in the first quarter of fiscal year 2012 per share the mid-cents dividend. He pointed out that the company's dividend policy, the top limit of 50% of the net profit, I hope the next quarterly dividend target. Companies engaged in information technology (IT) industry, the main cost is human capital, while at the zero level of debt, to conduct the above activities is not a problem for the company's cash flow is sufficient to meet future M & A activity, Abu Ha mountain. Will be Star light in April this year signed a memorandum of understanding with the British International School Certification Services (ASIC), to promote its flagship product 1CITIZEN would like to take overseas. "Iran, Iraq and Turkey are our target market in the Middle East."
2012-06-20 21:21 | Report Abuse
必斯達亮(PRESBHD,5204,主板貿服股)預期,今年全年營業額可取得雙位數成長,同時,不排除今年會進行併購活動。必斯達亮主要從事資訊與科技業,主要業務包括軟件執照分銷,以及資訊與通訊科技(ICT)培訓。截至2011年,這兩大業務分別佔營業額23%及77%。首席執行員阿布哈山希望營業額可以達到40%及60%的均衡比例。「我們的目標是在今年取得雙位數(全年營業額)的成長。」至於合併與併購的目標,他坦承,必斯達亮的弱點在於教育及就業環節,因此,希望能覓得可起互補作用的合作夥伴。惟詳情需等待公告的發布。阿布哈山出席第二屆股東常年大會後向媒體表示,公司目前擁有總值1億6000萬令吉的訂單,在未來3至4年裡實現盈利。該公司今年將把焦點放在3大領域,分別是擴展教育業務、推廣IP研發以及發展新夥伴關係。甫在去年7月上市的必斯達亮出手闊綽,在短短一年內便已派出10仙的股息,分別是2011財政年的每股8仙股息,以及2012財政年首季的每股2仙中期股息。他指出,該公司的派息政策的頂限為淨利的50%,希望往後能達到季度性派息的目標。針對公司的現金流是否足以應付未來的併購活動,阿布哈山表示,公司從事資訊科技業,主要開銷是人力資本,同時處於零債務水平,要進行以上活動不是問題。必斯達亮在今年4月與英國國際學院認證服務機構(ASIC)簽署一項諒解備忘錄,希望藉此在海外推廣其主打產品1CITIZEN。「伊朗、伊拉克及土耳其是我們在中東的目標市場。」
2012-06-20 21:19 | Report Abuse
MISC (MISC, 3816, Trade and service sector) after the exit of the high operating costs of the container transportation business, will focus on seven stable business growth, so the performance is expected to be improved, and believe the next few quarters do not need to make provision for loss. MISC company main席乔治拉蒂Lal said that the company will completely withdraw from the six Yuemiao container transportation business in the business to cease operating this loss, it is expected that the Company's performance will be improved. This business for many years at a loss, coupled with an oversupply of fierce competition situation, MISC eventually decided to withdraw from. The company's previous financial year facing the loss of RM1.2 billion, mainly out of the provision of container transport operations. At the same time, MISC also announced to exit the business, start selling the vessel, and at present only a small part of the vessel to be off sale. George Ratilal revealed that these vessels are sold based on market prices, but did not set out the buyers of the vessel. MISC companies exit the occasion of the container transportation business in cities like Sydney, Melbourne, India, New Zealand, Singapore and other related business agent office will also be shut down. The future, the company will focus in the other seven with stable growth businesses, including oil and chemical business, the business of liquefied natural gas (LNG) and oil tankers. George Ratilal added: "The prospect of steady business, recurring income, so we are confident that after the exit of the high cost of container transportation business can achieve better performance." The market for leasing tankers outlook, MISC Company believes that the next few years continued downturn in the pattern, which is based due to the excess production. Unless the market demand fully absorb the supply, the overall situation will be improved, but how long it takes, is still unknown. However, liquefied natural gas business has good prospects, because of Japan's experience with natural disasters and the test of a nuclear power plant, this area has good growth, there are more of the industry to build a liquefied natural gas tanker. The same time, the MISC holds 22 liquefied natural gas tankers, five for third-party industry, most of the rest used for the national petroleum engineering. The company also provide services around the world and seek the opportunity to participate in the project. MISC capital expenditures for the construction of super-large oil tankers (VLCC). As of the 2011 fiscal year, the company received the approval and signing of the tanker involved in the capital of 3.3 billion ringgit; In addition, shipbuilding capital of 6.1 billion ringgit has been approved in 2023 for future use, and for the majority to oil tankers Lord. Since the MISC companies face a loss and announced its withdrawal from the container transportation business, the stock price fell sharply. George Ratilal said that the shipping industry by key in the field to face the same fate only MISC company's stock price performance is the most sensitive. He therefore hoped that the company's net profit performance improved, the stock can rebound. MISC company fell 7 cents to close at 3.88 ringgit on volume of 4,213,200 shares. Asked MISC whether the company will withdraw from other business or open up new business, the company's management said it would consider in a volatile situation, we can maintain a competitive business. In addition, for the views of the national oil company MISC, George Ratilal, as an investor, Petronas of course want to see the MISC can turn a profit as soon as possible, and I believe the latter in the right direction, core competition competitiveness has continued to strengthen.
2012-06-20 21:19 | Report Abuse
MISC公司(MISC,3816,主板貿服股)在退出營運成本 高的貨櫃運輸業務後,將專注在7項成長穩定的業務,因此,業績表現預計將獲得改善,並相信未來幾個季度都不需要再作出虧損撥備。MISC公司主席喬治拉蒂拉爾表示,該公司將在6月杪全面退出貨櫃運輸業務,在停止經營這項虧損的業務下,預計公司業績表現將獲得改善。這項業務已連續多年出現虧損,加上市場供過於求,形成激烈的競爭局勢,是MISC公司最終決定退出的原因。該公司在上財政年面臨12億令吉虧損,主要由退出貨櫃運輸業務的撥備所致。同時,MISC公司亦宣佈退出該業務後,開始出售相關船隻,目前僅剩小部分船隻待脫售。喬治拉蒂拉爾透露,這些船隻依據市場價格出售,但未列明船隻的買家。MISC公司在退出貨櫃運輸業務之際,也將其在各地如悉尼、墨爾本、印度、紐西蘭、新加坡等的相關業務代理辦公室關閉。未來,該公司將專注在其他七項具有穩定成長的業務,包括石油和化學業務,液化天然氣(LNG)和油船等業務。喬治拉蒂拉爾補充:「這些前景持穩的業務,可提供公司經常性收入,因此我們有信心在退出高成本的貨櫃運輸業務後,能取得更好的業績表現。」針對租賃油船的市場展望,MISC公司認為未來幾年都會持續不景氣格局,這是基於產量過剩所致。除非市場需求全面吸收供應,整體局勢才會好轉,但需要多久的時間則仍是個未知數。不過,液化天然氣業務具有較好的前景,因日本經歷天災及核能發電廠的考驗後,這個領域具有較好的成長,目前有更多的業者建造液化天然氣油船。同時,MISC公司持有22艘液化天然氣油船,有5艘為第三方業者服務,其餘大部分為國家石油工程使用。該公司亦在全球各地提供服務,並尋求參與工程的機會。至於MISC公司的資本開銷,大部分用以建造特大型油船(VLCC)。截至2011財政年,該公司在獲批准和已簽約的油船,涉及的資本達33億令吉;另外,還有61億令吉的造船資本已批准,預計供未來兩三年使用,且多數以油船為主。自從MISC公司面臨虧損並宣佈退出貨櫃運輸業務,股價出現大幅下跌。對此,喬治拉蒂拉爾表示,航運領域業者皆面臨相同的命運,僅MISC公司的股價表現顯得最敏感。因此,他希望公司的淨利表現獲得改善後,股價能夠反彈。MISC公司週三下跌7仙,收在3.88令吉,成交量為421萬3200股。詢及MISC公司是否會退出其他業務或開拓新的業務時,該公司管理層表示,將考慮在動盪局勢中,可維持競爭力的業務。另外,針對國油對MISC公司的看法,喬治拉蒂拉爾表示,以投資者的身份,國油當然希望看到MISC可儘早轉虧為盈,並相信目前後者在正確的方向,核心競爭力也持續加強。
2012-06-20 21:17 | Report Abuse
In business activities is expected to drive the Islamic bank (BIMB, 5258, the motherboard financial stocks) and the Malaysian Islamic insurance (TAKAFUL, 6 139, motherboard financial shares) stock price the past few days continued to rise on Wednesday, both crowded into the rising standings. Recently, the Managing Director, Datuk Seri Zhu Keli Samad Islamic Bank (Bank Islam,) disclosed to the media, or to allow Islamic banks to replace the listing status of the parent company. Market participants believe that the expectations of the business activities is perhaps one of the factors that push up the stock. In addition, the operator of the source of a commission broker, said market rumors that Islamic banks interested in the privatization of control 65.22% of the Malaysian Islamic insurance, the message may also be the two share the main cause of both higher in the multicenter days. Islamic Bank rose 12 cents Wednesday, or 3.785 percent to 3.29 ringgit to hang closing ranks up list 18; Malaysian Islamic insurance rose 17 cents, or 2.957 percent to 5.92 ringgit hanging income in terms of rising list Section 12. In addition, a number of Islamic banks to subscribe vouchers market, the pursuit of higher-CF (BIMB-CF), Islamic banks, which, more rose 30 cents to reach the level of the daily limit to close at 0.50 ringgit. The two share the last few days rally strong Islamic Bank shares have surged 29 percent since June 1, while the Malaysian Islamic insurance soared 34.85 percent to become the market focus. In addition, the Malaysian Islamic insurance 2012 fiscal first quarter (ended March 31), net profit year-on-year rise 38 percent to 30.96 million ringgit, surpassing market expectations. Luwen Hao, a commission broker, said that the Malaysian Islamic insurance undervalued the stock rally support factors. He said that the stock price is lower than its per-share assets, except for this rally, the stock price has go-ahead assets per share of about 2 times, so if investors want to buy the stock, you must proceed with caution. In any case, he did not think that the Islamic banks and the Malaysian Islamic insurance, both sharply higher, because the reasons for privatization rumors. "Logically speaking, if either party want the privatization of a company should be as early as possible hand, not letting the stock continued to ascend, it will cause them to bid higher.
2012-06-20 21:16 | Report Abuse
Privatization rumors led shares higher, but the character and the source of that, the private of rumors are the main cause of the two stocks both higher. His analysis, the two stocks continued to ascend, but the volume is not particularly significant. Meanwhile, as far as he knew, retail less hold and buy two relatively unpopular stocks, so he speculated that the current upward trend of market participants by the minority knows the inside story of the transactions, such as fund managers. Generally knows the inside story of the people to understand the offer related to the privatization of purchase price, so the Malaysian Islamic Insurance shares rise, the material will not exceed the offered purchase price to the review of the past privatization cases, offer the spread of the purchase price and the stock price . " He also added that want to sell privatization tend to be phase related to the company's good profitability prospects, so as early as possible privatization, still is more cost effective deal that it would need to be privatized at a higher price.
2012-06-20 20:55 | Report Abuse
STOCHASTIC
It is on an upswing.
With oversold technicals and Double Bottom up.
2012-06-20 20:47 | Report Abuse
Have a good start for today.Cheer..
2012-06-20 08:00 | Report Abuse
(KINSTEL, 5060, the Main Board of the Industrial Products Group) in the first quarter performance turnaround earlier out of a disadvantage than market expectations of future business prospects shine once again. especially the bottom rebound of the global steel market has shown signs of the company is expected from this turning point in a wash decadent air.
2012-06-19 23:18 | Report Abuse
Marcus Beh,Based on good further financial performance & positive technical breakout, Alam could be a good stock for with its future prospect is brightening.The rating and target price "outperform" and RM1.14
2012-06-19 21:39 | Report Abuse
Islamic bank (BIMB, 5258, a subsidiary of Main Board of the financial group) - Malaysia's takaful (TAKAFUL, 6 139, motherboard financial group) market capitalization soared three times in six months, analysts believe that the valuation of the company is highly underestimated, does not rule out the management will introduce most of the businesses to unlock value.
Malaysia back to the insurance
market value six months soared to three times
The Kenna Ge said that the 65% subsidiary of the Islamic banking - the Malaysian takaful market value in just six months, soared three-fold from 300 million in December 2011, 26 million ringgit to the existing 900 million and 400 million ringgit, the Malaysian Takaful is expected to successfully re-assessment will have a positive impact on Islamic banking valuation.
"Islamic banking investment in the Malaysian takaful market value fetched (Mark-to-market) method to analyze the latter 65% equity valuation, which amounts to the Islamic Bank of 55 cents per share, Yu Zeyuan since 51% of the Malaysian Islamic Bank (Bank Islam,) and other asset classes. "
Ken Nage study added that if the Malaysian takaful market value fetched investors only 1.36 times the stock price net (P / BV) to investment in Malaysian Islamic banks than other banks 1.8 times the peer valuation discount of 25 %
2012-06-19 21:31 | Report Abuse
(MULPHA, 3905, the Chairman of the Main Board of Trade and service shares) Lee Seng Huang said the company will continue to engage in stock repurchases in order to narrow the company's share price and net tangible assets (NTA) distance. Lee Seng Huang pointed out that the horse of the future of international development and its share price performance are closely related. Therefore, the company will choose to stock repurchase or sale of non-core assets, to narrow the distance of the net tangible assets and share price. Stock repurchases in addition to boost the share price performance, better for the shareholders a greater interest and value. Up to now, we have repurchased approximately 3-4% of the stock. " Lee Seng Huang is the 38th shareholder in the company Annual General Meeting and Extraordinary General Meeting, a statement to reporters. Accompanied at the press conference, including the chief executive officer Chung Tze Hien. According to the news released by the Exchange, the company had in June 5, repurchase 458,400 shares, shares of the total repurchase up to 80,681,600 shares, accounting for 3.4% of the paid-up capital. At the same time, the horse of international current stock price in the price of 0.41 ringgit, its net tangible assets was 1.30 ringgit. Therefore, its price is only 0.3 times book value (P / BV), the company hopes to reduce this gap through stock repurchase.
Right time to collect ??
2012-06-19 21:21 | Report Abuse
3A: Ripe for a rebound as technicals are on the mend
Since peaking at 52-wk high of RM1.54 (28 June 11), 3A share prices have been trapped in a downtrend channel to as low as RM1.07 on 4 Oct 11 but there are signs of a potential reversal. Given that technical indicators are grossly oversold and with early signs of bottoming up, share price could trend higher to stage a challenge for the 50-d SMA at RM1.17 and a crucial resistance at RM1.20 (200-d SMA). A strong breakout of RM1.20 will spur prices higher to stronger resistances at RM1.30 (downtrend channel and weekly upper Bollinger band) and RM1.40 (50% FR-weekly). Supports are RM1.09 (weekly lower Bollinger band) and RM1.07. Cut loss below RM1.05.
Source: Hong Leong Investment Bank Research - 19 June 2012
2012-06-19 21:13 | Report Abuse
MBSB should resume its climb if it can close back above the Mar
high of RM2.42. A purchase can be made if that happens, with a
close below the recent low of RM2.27 as stop-loss. The price target
is RM3.00, with resistance also expected at RM2.80. The stock’s
failure to close above RM2.42 could lead to a return in selling, with
a close below RM2.27 as confirmation. Expect support at RM2.12
and RM2.00.
2012-06-19 18:59 | Report Abuse
Marcus Beh.Is great to break RM0.53 today.
2012-06-19 07:54 | Report Abuse
(Alam, 5115, Main Board of Trade and service sector) to the Malaysian Exchange report, the subsidiary have been Korea, Malaysia Samsung gross value of construction amounted to $ 18 million (about 52 million ringgit) supply contracts .
World Maritime, a subsidiary of Alam, the Maritim Malaysia Samsung Electronics has received requisitions will be responsible for the supply of Malaysian Samsung Electronics engineering services, supply materials engineering.
The above works take effect immediately, supply date is expected in the first quarter of the fiscal year ended December 31, 2012.
Stock: [ALAM]: ALAM MARITIM RESOURCES BHD
2012-06-25 20:13 | Report Abuse
Is a good sign with maintain high trading volume momentum since last month.
Ist Target RM0.56
2nd Target RM0.64
Cut loss below RM0.50
Buy on possible rebound above RM0.53