kcfan

kcfan | Joined since 2010-10-24

Investing Experience Intermediate
Risk Profile Moderate

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Stock

2013-05-20 21:25 | Report Abuse

Not recover yet.still can rebound nicely.

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2013-05-20 21:23 | Report Abuse

Worst fundamental counter also rebound good.

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2013-05-20 21:17 | Report Abuse

Going to touch records high..Yummy

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2013-05-20 21:04 | Report Abuse

Vroom.. for 2 more days and decision make to take some profit.

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2013-05-20 13:36 | Report Abuse

Congrats.Good picks on this long term stable fundamental base company.You are best.

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2013-05-20 13:32 | Report Abuse

Full hope by tomorrow good news announcement.

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2013-05-20 13:27 | Report Abuse

Game just started on this counter.Let's focus.No thanks.

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2013-05-20 07:52 | Report Abuse

Annual General Meeting by tomorrow morning.What will expecting on announcement ?

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2013-05-18 15:18 | Report Abuse

The research house viewed the news as a positive surprise and retained the stock as its top pick in the technology and small-cap sectors. It had raised its target price for MyEG from RM1.34 to RM1.57 with outperform rating, and believes the long-term earnings from this concession will be very attractive if all goes well.

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2013-05-18 15:17 | Report Abuse

Kenanga Research also indicated counters such as Coastal Contracts and Pantech Group Holdings seem to be lagging behind the current bullish trend, pegging their target prices at RM2.90 and RM1.18, respectively, with “outperform” ratings.

Stock

2013-05-18 15:15 | Report Abuse

Benalec is confident that the deal with Abu Dhabi will be the catalyst for the people whom they are currently discussing with to speed up the decision process. The company is expected to monetise at least half of the land bank in the near future.

Stock

2013-05-17 20:55 | Report Abuse

汇华产业母子全日齐涨逾20仙
财经股市16 May 2013 23:04
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转寄 列印 字体:
 (吉隆坡16日讯)汇华产业(HUNZPTY,5018,主要板房产)旗下投资房地产总值超过40亿令吉,获券商看好为一家资产充裕公司,母股凭单今日涨势凌人,齐齐跻入今日十大上升股榜。

 今早汇华产业扬5仙迎市,挂1.95令吉,过后走势如建高楼般步步走高,休市时涨幅扩大至18仙,挂2.08令吉;午盘该股持续攀升,盘中一度走高至2.11令吉水平,闭市时涨20仙,挂2.10令吉,成交量97万3400股。

 该股凭单汇华产业-WB(HUNZPTY-WB, 5018WB,主要板凭单)表现亦不遑多让,开市扬3仙,挂88仙,休市时涨幅扩大至17仙,挂1.02令吉;午盘该股一度走高至1.09令吉,闭市时起23仙,挂1.08令​​吉,成交量112万1600股。

 安联证券研究分析师在报告中指出,随着新关仔角百丽宫广场(Gurney Paragon)今年中正式竣工,汇华产业收入及净资产值将大获提升。

 “目前该公司旗下投资房地产总值超过40亿令吉,预计未来可变身成为一家资产充裕的公司,若以此计算,目前股价较现有6.55令吉的每股重估净资产值(RNAV)折价71 %,已遭低估。”

 安联证券研究建议有意长期投资者买进汇华产业,目标价2.62令吉。

Stock

2013-05-17 20:53 | Report Abuse

地库值飙成新贵成隆机构应声涨
财经股市17 May 2013 17:24
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报导:张洁莹

 (吉隆坡17日讯)成隆机构(DIJACOR,5401,主要板房产)成功向雪州投资机构收购莎阿南哥打哥文宁运河城土地后,旗下地库发展总值直达600亿令吉,窜起成为国内房地产业者“新贵”,前景备受看俏,带动股价劲涨。

 今早成隆机构以平盘1.64令吉开市,早盘股价平步青云,一度涨9仙跃上1.73令吉水平,休市时涨幅稍收窄至6仙,挂1.70令吉;闭市时,该股起10仙,挂1.74令吉,成交量743万4100股。

收购运河城影响深远

 成隆机构-WA(DIJACOR-WA,5401WA,主要板凭单)同样平盘开市,挂80仙,但稍后走势更旺,一度涨10仙至90仙水平,休市时起8仙,挂88仙;闭市时,凭单起13.5仙,挂93.5仙,成交量360万700股。

 兴业证券研究分析师在报告中指出,成功收购运河城土地后,目前该公司旗下地库面积达2000亩,整批土地发展总值约达600亿令吉。

 分析师指出,若以此估计,该公司旗下土地发展总值在国内主要业者中,仅居UEM置地(UEMLAND,5148,主要板房产)及实达集团(SPSETIA,8664,主要板房产)之后。

 目前,UEM置地持有1万2561亩土地,发展总值高达811亿5400万令吉;实达集团仅持5185亩土地,发展总值却高达1021亿1000万令吉,高居国内业者之冠,成隆机构紧追在后。

 分析师指出,收购运河城影响深远,大力巩固该公司在柔佛、槟城和巴生谷3大房地产热点的市场地位,积极策略料助该公司短期内受益。
http://www.chinapress.com.my/node/423188
http://klse.i3investor.com/blogs/rhb/29819.jsp

News & Blogs

2013-05-17 13:36 | Report Abuse

Aggresive on company transformasion plan.It's the opportunities outlook.

Stock

2013-05-17 12:15 | Report Abuse

Warrants more perform better .Good man.

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2013-05-17 12:14 | Report Abuse

Your wish came true.Nice

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2013-05-16 20:31 | Report Abuse

Past few days traded with high volume.What this signal expecting to ? With this come out info..
Dijaya may climb higher after making a strong move yesterday. A position can be initated if it closes above MYR1.60, with a close below MYR1.57 as a stop-loss. The price target is MYR1.85, with resistance expected at MYR1.70. Failure to get above MYR1.60 will likely see the stock trade lower and the downside risk will increase on a close below MYR1.50
http://klse.i3investor.com/blogs/rhb/29750.jsp

Stock

2013-05-16 20:27 | Report Abuse

Drive in safe.Once you back,tomorrow Gadang will raise higher.Right ?

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2013-05-16 20:19 | Report Abuse

KC Loh,how your trip at Thailand ?
Gadang,with reviewing some of the most well-known valuation ratios are price-to-earnings,PE(6) and price-to-book,P/B(0.66)
I'm used on this basic measurement to gain some understanding of the company's value. The ratios are compared on an absolute basis, in which there are threshold values.With price-to-book, companies trading below '1' are considered undervalue.Gadang along with comparisons to competitors and the overall market itself are on positive direction with better outlook on more project pickup.

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2013-05-16 07:54 | Report Abuse

The big money was made in the waiting on who invested in early stage margin of safety, and limit downside.Congrats on this value stock.

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2013-05-16 07:49 | Report Abuse

Is on my opinion great ideas are rare, so bet big when they come along and when you have confidence in them.Let's wait the performance come with us.Happy trading ahead.

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2013-05-15 23:30 | Report Abuse

Believe the market has yet to price in the full prospects of the Dijaya Corp, considering the sharp improvement in earnings that will result in a massive PE compression to 7.6x in FY13.
Remarks:Still lag badly behind on share price raise compare with UEMLand,SP Setia,IJM Land,Mah Sing Sunway,Huayang,Tambun and etc.
Dijaya with Gross Development Value(RM50bn),GDV/Market cap ratio,CY13 P/E(7.6),P/B(0.68),EV/EBITDA(6.79),Net profit growth CY13F(185.4%).Let's the valuation reflect on their actual share price.

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2013-05-15 10:35 | Report Abuse

super steady man.foresee some announcement soon.

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2013-05-15 07:57 | Report Abuse

Company and stock price both performing well.Let's focus and down the road to invest,believes will roll out our capital in double of gain.

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2013-05-14 23:36 | Report Abuse

业绩强劲业务看好 鹏达仍具上升潜能
財经 2013年5月14日
By A Web Design


(吉隆坡14日讯)鹏达集团(PANTECH,5125,主板贸服股)的股价表现强劲走高,促使分析员评估该股,且持续看好该公司有利可图的业务组合。

鹏达集团股价走势在过去一週持续走高,並在周一衝破1令吉水平,写下52週新高水平之余,也是自2007年8月以来的最高水平。 无论如何,该股在週二稍窄涨幅,並由涨转跌,以0.975令吉掛收,全天跌3.5仙或3.47%。

盈利成长59.4%

鹏达集团在2013財政年取得强劲业绩的表现,盈利按年59.4%成长,达5500万令吉。同时,其股价持续稳健上扬,在过去三个交易日更上升了21.2%,促使拉昔胡申分析员重新探討鹏达集团。

分析员相信,鹏达集团將持续呈正面成长,並有信心该公司在2014財政年將持续取得按年15%增长。

对此,主要的推动因素包括其贸易和碳钢配件製造表现稳健、不銹钢业务或开始作出全面贡献、订单提升,以及其子公司Nautic钢铁的进一步扩展计划。

另外,若鹏达集团的不可赎回可转换无担保债券(ICULS)和凭单全面转换成新股,加上该股目前以13倍本益比进行交易,对比油气领域的15倍,其合理价格將被稀释至1.27令吉,不过相较上週五的闭市价仍有38.8%上涨的空间。

此外,鹏达集团提供良好的派息率回顾股东。该公司在过去三个財政年的股息派发率为约40%,保守估计鹏达集团有30%的派息率,仍可提供3.6%至4%的週息率。

分析员持续看好鹏达集团並相信该股有良好潜能。因此,分析员將该股合理价格从1令吉上调至1.43令吉,这是按2014財政年预测本益比13倍,油气领域平均本益比折扣13%,以及假设全数不可赎回可转换无担保债券將被转换计算所得。同时,分析员维持该股「买进」评级。
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=55522:&Itemid=198

Stock

2013-05-14 23:21 | Report Abuse

Believes that the prospects of the construction industry will be expected more clearer after current election, construction stocks continue to bright and improve, or many people bargain hunting good quality of construction stocks. This is mainly in recent years, the construction sector underperformed the market has fallen to a low level, after the election is expected to revaluation and catch up.Gadang is the one.

Stock

2013-05-14 08:00 | Report Abuse

Why nobody focus this back ?

News & Blogs

2013-05-13 13:04 | Report Abuse

Good prospect and growth outlook.2nd TP RM1.43

News & Blogs

2013-05-13 13:02 | Report Abuse

Major deals will major collecting.

Stock

2013-05-13 12:58 | Report Abuse

Reiterate BUY, FV revised higher to MYR1.43. As we see good potential in Pantech, are lifting our FV to MYR1.43 from MYR1.00, based on a 13x FY14f P/E assuming all ICULS are converted. This offers a 56.3% price upside. Even if we assume that all ICULS and warrants are converted, our FV would be diluted to MYR1.27, which still offers investors a decent 38.8% upside from its last closing price. Hence, we reiterate our BUY recommendation.
http://klse.i3investor.com/blogs/rhb/29507.jsp

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2013-05-13 10:33 | Report Abuse

Thanks Bro KC Loh.Nice pick on potential growth on outlook.

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2013-05-12 07:51 | Report Abuse

Congrats to Dijaya shareholders.Foresee coming breakout on current price on their improving of retained earnings by this year onwards.

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2013-05-12 07:42 | Report Abuse

An underperforming stock compares with index linked stocks.Collecting mode by last week.How about you all ?

News & Blogs

2013-05-12 07:34 | Report Abuse

Pantech still an investment whose return has trailed that of other similar investments on Oil & Gas sector.

Stock

2013-05-11 23:23 | Report Abuse

After lagging badly behind during the last three years, properties and construction have been rising faster than other sectors since the start of 2013.

The fact that the bullish breakout in the property and construction sectors is relatively recent makes it the best rotational choice for post-general election play.

Dijaya is undervalue stock ! Let's focus.

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2013-05-11 23:18 | Report Abuse

若私有化马建屋 EPF保障小股东利益
財经 2013年5月10日
By A Web Design
孔令尧 报导



阿末再尼奥斯曼(中)、马建屋高级副总裁兼首席財务员邓佑西(左)以及马建屋高级副总裁兼首席营运员克莱夫安东尼在股东常年大会后共同主持记者会。
(吉隆坡10日讯)雇员公积金局(EPF)首席执行员拿督沙里尔向马建屋(MBSB,1171,主板金融股)小股东们保证,若该局在未来私有化马建屋的话,將確保小股东的利益能够获得保障。

拿督沙里尔是在周五以马建屋非执行董事的身份出席该公司第43届股东常年大会时,如此来回应小股东的提问。

据一名在场的小股东向《东方財经》透露,大会中其中一名小股东要求沙里尔阐明市场上有关公积金局將对马建屋的併购与私有化谣言,並表达公积金局当前的立场,以便小股东们能够对该公司的前景有更明確的概念。

早前有报导指公积金局计划对马建屋进行私有化活动;而也有传言今年初兴业资本(RHBCAP,1066,主板金融股)料將被私有化,然后让旗下兴业银行(RHBBank)与马建屋的部份资產合併后重新上市。公积金局是马建屋和兴业资本的共同大股东,持有马建屋65.17%的控制性股权。

据透露,该名小股东向董事局发表意见指出,马建屋的潜力仍未全面体现,並相信若给予该公司额外一至两年的时间,包括公积金局在內的所有股东將可从中获得更大的利益。

无论如何,于今年4月份上任公积金局首席执行员一职的沙里尔並未对此给予明確的答案,但他表示,公积金局在过去一直都赋予马建屋全面的支持,也如同其它股东一般,专注于如何使该公司的价值得到最大的提升。

该名小股东称道,「沙里尔向股东们保证,无论未来发生什么事,作为大股东的公积金局將实践高標准职业道德,且不会作出任何伤害小股东利益的事情。该局將確保小股东的利益能够获得保障。」

针对此课题,马建屋总裁兼首席执行员拿督阿末再尼奥斯曼表示,管理层目前能做的是加强公司的企业价值;至于私有化及內部重组的问题则属于股东层面的事项。

「我们可以单靠本身的业务来取得增长,也可以通过併购,甚至收购兴业资本来取得增长,可以是多种形式的可能性。如果我们的公司拥有价值,那上述的一切便都有可能实现。」

阿末再尼奥斯曼是在股东常年大会后的记者会上,向媒体发表以上言论。该股东大会通过將该公司的法定股本从目前的28亿令吉,上调至100亿令吉的议案。

提高缴足资本

阿末再尼奥斯曼透露,马建屋计划通过股息再投资计划(DRP)以及发行附加股和债券,于未来3至5年时间內把该公司的缴足资本提高到30亿至40亿令吉。惟,阿末再尼奥斯曼並未对此计划透露更多详情,仅表示此建议將在今年或明年开始投入行动。

另外,马建屋冀望在本財政年的伊斯兰个人贷款將达到每月10亿令吉的目標数额。

「这势头是存在的,我们已投入策略方案,以吸引新客户以及旧客户的贷款。」

阿末再尼奥斯曼补充,有信心能够达到所设定的目標数额,並且放眼该公司2013年的贷款成长20%。

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2013-05-11 07:55 | Report Abuse

Sign of peaking?

Stock

2013-05-11 07:49 | Report Abuse

Buy and hold. Expected turning positive on AJR due to: (i) pent-up local steel demand from 2H13 onwards; (ii) a potential long-term high-margin vendor contract from Petronas; (iii) stronger earnings in 2H13 upon the completion of the fine-tuning of its mini-blast furnace (BF) offsetting continued expected losses in the upcoming quarterly results. Maintain forecasts on better outlook.

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2013-05-11 07:30 | Report Abuse

Marubeni partnership could lead to more global ventures.
New power plant in Malaysia and future acquisitions are longer term catalysts. YES is a drag in near term earnings growth. Hold for reasonable valuations and 4% net yield.

Stock

2013-05-11 07:24 | Report Abuse

Low valuations offer upside gains.
Pantech's shares are very attractively valued against estimated growth for the company as well as the broader market's average valuations. This promises good capital gains potential as the stock is gradually re-rated upwards.

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2013-05-11 07:22 | Report Abuse

Proxy to renewable energy with promising growth prospects. Riding on booming theme parks in Asia; Shanghai Disneyland is the wild card.

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2013-05-10 21:54 | Report Abuse

Looking back to touch to RM1.00 after better outlook announcement.

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2013-05-10 21:52 | Report Abuse

This one must hold tight tight now.

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2013-05-10 21:51 | Report Abuse

still on board to hold some.

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2013-05-10 21:50 | Report Abuse

Rebound and recover further ahead.Invest and wait strategy.