kennethcheah

kennethcheah | Joined since 2015-09-18

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Stock

2015-12-01 15:09 | Report Abuse

Many ppls Collected at rm2.17 .

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2015-12-01 12:39 | Report Abuse

12月中-12月第三个星期Fy2015.

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2015-12-01 11:54 | Report Abuse

看不见third resistance price of EVERGREEN。

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2015-12-01 11:50 | Report Abuse

看来Pohuat-wb 也许更高今天。
带动母股POHUAT。

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2015-12-01 11:44 | Report Abuse

对啊!beanchan.

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2015-12-01 11:43 | Report Abuse

FIRST resistance price rm2.25 LIKELY to be reach today.

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2015-12-01 11:38 | Report Abuse

99% Comfirm Bonus Issue.

FIRST Resistance Price : rm2.25
SECOND Reisitance Price : rm2.38.

(两者都不算高的-Resistance Price)

Stock

2015-12-01 11:23 | Report Abuse

有没有claim到insurance 也好,
不会影响POHUAT名誉!

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2015-12-01 10:15 | Report Abuse

可以说只有国际油价来到每桶USD80-90 以上,
RM才有机会达rm3.50。
(当然这是MAIN POINT OF WHY RM 疲软原因,其他原因影响不大)

Stock

2015-12-01 10:12 | Report Abuse

USD 1.00 = RM4.50
(AFTER RISE INTEREST12月里的任何一天,这件事将成真 )
国际油价即将走更低!

美元每走強1%,EVERGREEN‘s 每股淨利也相應走高10%!

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2015-11-30 15:25 | Report Abuse

2016年,可说是EVERGREEN 的春天。

Stock

2015-11-30 15:23 | Report Abuse

美国升息,
USD1.00=RM4.50。
目前RM4.20,都已经为EVERGREEN带来可观净利,
更何况RM4.50 in future.

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2015-11-30 11:31 | Report Abuse

买二送一红股,
假设最后一天EVERGRN股价处于RM3.00的话来说,
RM3.00 / 3 x 2
= RM2.00 (BONUS ISSUE 后)

Please Correct me if I'm wrong, thanks.

Stock

2015-11-30 11:08 | Report Abuse

BONUS ISSUE 是肯定了的。
先给EVERGRN时间, 好让公司完成Private Placement 10% First.

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2015-11-30 10:51 | Report Abuse

我简直想当无间道混入公司探探3rd Report。

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2015-11-30 09:17 | Report Abuse

$1.50 good to collect

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2015-11-30 09:16 | Report Abuse

Chinwel facing selling pressure. (Today Theedge 报道)

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2015-11-30 09:03 | Report Abuse

非常期待12月中Tecguan's 3rd Quarter Report!!!
打死我都不相信Tecguan 股价不会超过
区区BV of rm2.08.

Stock

2015-11-29 09:13 | Report Abuse

Sell On Good News.

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2015-11-29 09:10 | Report Abuse

同意您,lian shen.

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2015-11-29 09:09 | Report Abuse

他们/major shareholders 在rm0.56 左右都大量购入。
可能您讲的below rm0.50 买入地较多吧。

Stock

2015-11-29 09:06 | Report Abuse

Cumulative Period 30.9.2015 compared to 30.9.2014

1. Cash & Bank Balance rm55,561,000 vs rm44,370,000
LYSAGHT's Cash Per Share RM1.34
( 公司没有债务!,净现金公司!)
2. Effect of Changes in Exchange Rate rm1,210,000 vs loss -(rm308,000)
3. PBT rm15,573,000 vs rm10,291,000
4. Total Profit After tax rm12,745,000 vs rm7,959,000
5. Total EPS rm0.3065 vs rm0.1914
6. NTA rm2.75 vs rm2.40
7. Gain / (loss) on Foreign Exchange rm768,000 vs rm104,000
8. Other Income rm6,262,000 vs rm1,656,000

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2015-11-28 19:24 | Report Abuse

Below rm0.60是Major Shareholders的Avg price.

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2015-11-27 11:37 | Report Abuse

Coreection price@Sell On Good News.

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2015-11-27 11:35 | Report Abuse

好让MAJOR SHAREHOLDERS 有机可成买入低价。

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2015-11-27 11:33 | Report Abuse

kepada semua pemain Contra :
Sila meninggalkan Keinhin secepat mungkin jika ingin berbuat demikian.
Terima Kasih.

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2015-11-26 21:51 | Report Abuse

Sorry, is OUT, 不是 OUR (刚才按错)

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2015-11-26 21:50 | Report Abuse

CONTRA PLAYERS MUST ALL OUR from Keinhin.
Keinhin 才会真真地涨。

Stock

2015-11-25 15:00 | Report Abuse

目标价:3.08令吉

最新进展

长青纤维板(EVERGRN,5101,主板工业产品股)建议私下配售占缴足资本高达10%比重的股票,以及发送高达2亿8213万7900股红股。

假设每股配售价为1.95令吉,预计可筹得1亿3万令吉,用于扩展业务、偿还债务、营运资本,及相关资本开销。

另外,截至9月30日第三季,净利按年增1.74倍至2758万6000令吉,归功于美元走强、较低胶水成本,及厂房完成重组。

此外,营业额从2.34亿令吉,按年增9.19%,达2.56亿令吉。

行家建议

首9个月核心净利7200万令吉,比我们全年预测的高15%。

我们相信,公司一旦脱售橡胶园及其他非核心资产后,股东在明年可能会获得特别股息。

至于2送1红股计划,将会把股本提高至7.7亿股,这是正面的,因为可改善股票流通率并提高估值。

不过,私下配售则会稀释盈利10%,然而,由于公司现金流强稳,我们认为明年将恢复派息。

我们把2015至2017财年的每股净利预测上修4至19%,目标价也顺应从2.90令吉,提高至3.08令吉。

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2015-11-24 16:31 | Report Abuse

给EVERGRN时间bullish。

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2015-11-24 16:29 | Report Abuse

Profit Taking.

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2015-11-24 06:38 | Report Abuse

The Performance of KIMHIN

1. Firstly, we look into KIMHIN’s Revenue. For Financial ended 30.6.2015,
Amt of Revenue registered as high as rm177,881,000 compared to rm146,902,000 in 30.6.2014. Gross Profit ended at 30.6.2015 rm60,028,000 vs rm39,290,000. 增加了52.78%! Profit Before Tax registered higher at rm25,095,000 vs rm20,246,000 ended in 30.6.2014. 23.95%.
1.1再来看看KIMHIN’s净利,至30.6.2015为止,集团目前总净利为rm21,745,000 比起同期的rm19,657,000 增加了10.62%!
我们就当作接下来KIMHIN’s 3rd & 4th Fy2015 的净利各register at rm10,000,000,好吗?(非常保守罢了)
那么,全年2015总净利一共写下了RM41,745,000 !
(对上去年集团总净利为RM24,727,000)
从这里,我们可以知道KIMHIN’s 2015 vs 2014 净利最起码会增加68.82%!
1.2 Total comprehensive income for the period Net of Tax is RM28,240,000 vs RM17,384,000 ended in 30.6.2014, …Increased 62.45%
1.3 EPS at rm0.1504 vs rm0.1335 ended in 30.6.2014.
1.4 目前KIMHIN’s NTA in 30.6.2015 is RM3.44 compared to RM3.26 in 30.6.2014.
2. 不知大家是否晓得Kimhin的Exchange Foreign Rate (马币vs 美金)

从KIMHIN的第二财务报告里头显示,Exchanged translation differences on Foreign Subsidiaries, cumulative financial period ended in 30.6.2015 已写下了总RM6,495,000 比起 making a loss at –(rm2,273,000) in 30.6.2014.
2.1 Effect of Foreign Exchange rate changes ended in 30.6.2015 is rm649,000 compared to ONLY rm50,000 ended in 30.6.2014. Increased as high as high as 1198% ( 增加了整整11.98 倍呢!)

3. KIMHIN 的现金状况。
至30.6.2015 为止,集团总现金有rm47,922,000 compared to rm53,090,000 ended in 30.6.2014.
3.1 注意:During the 6 months ended 30.6.2015, KIMHIN Acquired Property,Plant & Equipment at cost rm5,369,000 And rm9,200,000 in 30.6.2014.
3.2 Loan & Borrowings ended 30.6.2015 is rm9,696,000 compared to rm10,638,000 ended in 30.6.2014.

4. KIMHIN’s Revenue improved by 21% to rm177.9 mil from rm146.9 mil.
4.1 The increase in Revenue was contributed by the higher domestic demand in Malaysia operation & the inclusion of contribution from JOHNSON TILES PTY LIMITED which was Acquired on 30.6.2014.
4.2 Meanwhile, Profit Before tax registered a significant of rm25.1 mil compared to rm20.2 mil. 2nd Qr 2015’s Revenue improved to rm89.5 mil from rm78 mil as compared to 30.6.2014. THE HIGHER REVENUE mainly due to inclusion of of contribution from JOHNSON TILES PTY LIMITED.
4.3 Kimhin registered Profit Before tax of rm12 mil vs rm14.6 mil in the 2nd qr 2015 vs 2014 recognition of negative goodwill arising from the Acquisition of KIMHIN AUSTRALIA PTY LTD (Previously knowns as
NORCROS INDUSTRY PTY LTD ) on 30.5.2014 amounting rm5.91 mil.
(集团有扩展业务,增加/刺激未来营业额及净利)
KIMHIN AUSTRALIA PTY LTD 预计将为公司贡献3rd 和4th Fy2015’s 净利in future as well as in year 2016-2017.

最后,说实在的,Target for PE ratio of KIMHIN 近期迎来(Pe) 10 to 12 都有可能。

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2015-11-24 06:34 | Report Abuse

The Performance of FPI

1. Ended if 30.9.2015, FPI registered higher PBT of RM14.4 mil vs RM10.3 mil (30.9.2015) due to higher sales achieved by its Malaysia’s operation as a result of the Acquisition of Manufacturing Assets & Equipment in Sungai Petani in March 2015 and also higher share of Profit in an associate.
1.1 FPI also Benefited from favourable Foreign Exchange Rate resulted from Appreciation if USD against RM.

2. FPI’s China manufacturing operations which contributed RM137.1 mil in sales & RM3.1 mil in Profit before Tax ended 30.9.2015 were disposed of as disclosed Note 20 of this interim report.

3. PBT higher at RM12.2 mil in Q3,2015 from RM3.9 mil Q2,2015 as a resulted of 30% increased in sales to RM150 mil from RM115.5 mil & Foreign Exchange Gain!
3.1 Excluding the discontinued, FPI’s Profit Before Tax was also Higher at RM11.6 mil in Q3,2015 from RM2.1 mil in Q2,2015 as a resulted of 31% increased in sales from RM70 mil to RM91,7 mil & also Foreign Exchange Gain too!

4. FPI’s Directors Expect Profitable result for the Financial year ending 31.12.2015!

5. Do u know, FPI’s Cumulative Period ended 30.9.2015 FOR ONLY Foreign Exchange Gain to as high as RM2,573,000 vs RM243,000 in 30.9.2014. 增加了1058.8%. 换句话说,升了整10倍!。

5.1 In Q3,2015 , Foreign Exchange Gain RM2,012,000 vs making loss at –(rm824,000).

Stock

2015-11-24 06:32 | Report Abuse

The Performance of TECGUAN PERDANA

1. In 2nd Fy 2015 ended in 31.7.2015, Revenue of Tecguan rised as high as rm66,090,000 compared to rm45,694,000 ended in 31.7.2014. Gross Profit registered as high as rm8,377,000 vs rm1,735,000 in 31.7.2014. Profit Before Tax also registered at rm4,261,000 vs making loss –(rm2,312,000). 更值得我们去注意的就是净利,TECGUAN第二期财务报告为投资者们捎来更好消息,单单只是2nd 净利已经去到RM2,586,000 比起31.7.2014 亏 –(rm1,864,000).
1.1 In Cumulative Financial Period, (1st & 2nd Fy2015) Gross Profit rm16,759,000 vs rm11,842,000 in (1st & 2nd Fy 2014). 再谈谈净利吧,
目前总净利(1st 和2nd Fy2015 )已而已经写下RM5,428,000 比较起RM1,906,000 ,增加了整184%!EPS 已经是RM0.1354 vs RM0.0475.
NTA 200.82 cent ended in 31.7.2015 Vs 187.28 cent ended 31.7.2014.
1.2 3rd and 4th Fy2015 被受看好!
预计2015全年总净利可达RM11.5 mil -13 mil

2. TECGUAN 主要业务占最多在于PALM OIL PRODUCTS。 目前registered rm117,090,000 , Coaca products rm3,238,000.
Palm Oil Products is a main source of Tecguan Revenue,contributed 98.59%. The increased mainly due to the increased in sales Volumn.
同时,在TPP下,Malaysia exporters will gain competitive advantage over regional competitors in exporting product such as:
1. Electrical & electronic
2. Chemical products
3. Palm oil products
4. Rubber products
5. Wood products
6. textiles
7. Automotive parts & compenents

2.1 The Palm Oil Products turned in an operating profit of rm4.81mil in Q2, 2015 vs to a loss –(rm990,000).
2.2 The Increased mainly attrtibuted to the increased in Operating Margin & also a Favourable Currency Exchange Rate of RM vs USD.

注意:TECGUAN USED:Forward Currecy Contract which issued to hedge the Group’s Sales Denomonated in USD.
什么是hedge?
Hedge means of defence against possible loss (防备损失的对策)

2.2 As at end of Current quarter (31.7.2015), Contract National Amt at rm9,780,175 with liability ONLY –(rm278,260).
3. TECGUAN PERDANA currently Trading below BV/share of
200.82 cent NTA. Minimum value@RM2.00
Share Issue ONLY at 40.1 mil.
Major shareholder holded around 59.8%-60%.
5.1 短期TP rm2.00 ( 2nd - 3rd Fy2015 期间)
5.2 中期TP rm2.50 (3rd 期间)
5.3 长期股价可来到rm3.10-rm3.50 (3rd-4th 期间)
In 2015/16,TECGUAN PERDANA是否会捎来Bonus Issue/ Share Split消息,就让公司高层们开会来决定吧!

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2015-11-23 22:43 | Report Abuse

她要买kimhin ofcos she call sell.

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2015-11-23 20:09 | Report Abuse

我已整理好Fpi,Keinhing, Tecguan.
现在H只剩下Kimhin......

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2015-11-23 14:58 | Report Abuse

我这几天会把Kimhin's info post in kimhin's i3investors.

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2015-11-22 21:39 | Report Abuse

您去阅读keinhing的财务报告就会晓得它的前景。