longtermvaluegain

longtermvaluegain | Joined since 2017-08-13

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Stock

2019-02-11 05:52 |

Post removed.Why?

Stock

2019-02-11 05:51 |

Post removed.Why?

Stock

2019-02-11 05:50 |

Post removed.Why?

Stock

2019-02-11 05:50 | Report Abuse

达洋的赚钱能力是油气股中的佼佼者,有极出色的经营和执行记录,营运现金流也很强,资产负债表料继续明显改善,掌握可观订单则让未来业绩继续明朗;即使油价维持现况,预计达洋也能延续好表现,若油价进一步反弹,前景就更可期了。

加上股价如今仍处于长期低点,所以在马股众多油气股中,笔者首选达洋。

油价回稳 业绩持续复苏

随着油价回稳,达洋过去半年开始感受到市场升温;截至2018年9月30日止9个月,达洋营业额按年成长24.96%至6亿5199万令吉,并转亏为盈报净利6649万令吉,每股盈利6.89仙,管理层乐观认为在现有30亿令吉订单支持下,公司业绩可持续复苏,资产负债表也会明显改善。

TMS业务长期出众

达洋的TMS业务长期以来表现出众,业绩而言经营效率远胜同侪。过去4年间,布兰特原油平均价虽只介于50至60美元之间,较巅峰时折半,达洋却仍能持续赢得新订单,让该公司截至去年杪牢牢把握逾30亿令吉订单在手,未来几年铁定保持忙碌。

即使在最差时期(2016年),TMS业务也赚了近1亿令吉税前盈利,反映其核心运作在油价低迷期间仍非常强稳,逆境赚钱能耐在油气股之中要算数一数二。

也因如此,在各油气股被迫大量发股筹钱还债之际,达洋过去4年却只进行过一次私下配售,筹逾9000万令吉,期间债务更大量减少,2015年杪高达18亿令吉的债务,来到2018年9月杪已减剩逾11亿,短短2年9个月里“干掉”7亿令吉债务,减债能力实在惊人,何况这还发生在达洋业绩最低迷的两年里,足见其营运现金流之强。

达洋之所以能在领域逆流中保持勇猛,除归功于管理层的经营能力,其TMS业务对油价波动的敏感度相对低也是原因之一。

油田产油周期一般很长,且前期投资金额非常巨大,开始产油后通常不会随便因油价下跌而停产,花巨额打造的平台和设施亦需获妥善照顾,达洋服务的正是这类顾客,服务合约一般有3到5年,往往还获续约,其业绩记录正是最有力的证明。

三只股走势:
CARIMIN
from 0.265 to 0.875
Up 230%

DAYANG
from 0.50 to 0.68
Up 36%

DAIM
from 0.46 to 0.615
Up 33.7%

Stock

2019-02-11 05:34 |

Post removed.Why?

Stock

2019-02-09 10:44 | Report Abuse

先感激你的负面意见,cheoky........。我可能又有机会买入便宜价位。

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2019-02-09 10:34 | Report Abuse

NIK HAMDAN disposed 才会涨。

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2019-02-08 16:47 | Report Abuse

无论大家怎么去估计/计算,after or before right issue,
目标价都是远远高于rm1.00的。
最低都好,都会有rm1.77 (7.5x of PE)
RM2.36则是我们理想的看NAIM。
PE of 12x, NAIM目标价是rm2.83。

Stock

2019-02-08 16:41 | Report Abuse

就算我计算right issued 过后的NAIM,它的股数是513.80 mil 张票。
平均每一业绩EPS 保守地估计报rm0.059
那么,全年(4个业绩里)EPS是rm0.2360
Applyng 10x, or even lower at 7.5x就好了,
NAIM 实际价值站在rm1.77
If 10x, rm2.36 of Price Target。

Stock

2019-02-08 14:38 | Report Abuse

As same as peoples always asked Carimin 60 sen & Frontkn 60 sen, still can go in.

Stock

2019-02-08 14:22 | Report Abuse

I can understand why mayongzheng saying
"打死我都不相信"这一句话。"

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2019-02-08 13:41 | Report Abuse

Keep medium to A year is not a problem.

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2019-02-08 13:36 | Report Abuse

We count only SATU QR EPS of Discount 30% =rm0.0896
Currently, NAIM only run PE of 6.8x with 60.5 sen nowaday.
Another 3 coming Qr Eps 呢.(自己去思考吧)

Stock

2019-02-08 10:45 | Report Abuse

More and more negative comments pls, in order for Me to buy cheaper.

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2019-02-08 10:42 | Report Abuse

Eps of 12.8 sen, 我们吝啬地打折NAIM 30% of 12.8 sen,
来临的每一个季报料只会报8.96 sen 就好了,全年35.8 sen.
Not equally PER of 10x, just apply 7.5x is enough for Naim,
NAIM最低价值怎样都不会低于RM2.688
~rm 2.69.

Stock

2019-02-06 20:52 | Report Abuse

ACCUMULATED Counter.
Target 1 mil shares

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2019-01-23 21:05 | Report Abuse

New accumulater of Barakah recently still dunno who.

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2019-01-22 09:56 | Report Abuse

Barakah in collecting mode.

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2019-01-20 15:53 | Report Abuse

怎么说?
就是要有胆量和眼光。
mayongzheng, 你很庆幸因身边有这类型的人,我就没有。
:-)

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2019-01-20 15:50 | Report Abuse

Very less people have such good eye and brave thinking , and that why most of the peoples buy this stock earn money, but buy others stocks loss back his earn money.

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2019-01-20 15:47 | Report Abuse

Sometime we trade and invest in penny stock get better handsome profit rather in FA stock.

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2018-12-07 22:17 | Report Abuse

Jangan mengeluarkan kata-kata seperti TUHAN.
Hanyalah TUHAN yang tahu hala tujunya.

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2018-12-06 20:07 | Report Abuse

公积金从RM5.00开始就卖出,又买进POS.
同样的手段也一样发生在TM, AXIATA.(其他基金局买卖)

Stock

2018-12-05 21:17 | Report Abuse

U all may go to see and read GENM AND TM i3investor's forum,
A lot of peoples CAKAP TAK GUNA OTAK PUN, PAKAI HAMTAM SAHAJA DENGAN KATA-KATA YANG PADA HAKIKATNYA TAK AKAN BERLAKU, KONONNYA GENM akan jatuh pada RM2.00 dan TM akan jatuh pecah di bawah RM2.00.

Yang rugi ialah orang yang tunggu dan tunggu hari demi hari.
Yang BIJAK ialah orang yang beli dan simpan.

Stock

2018-12-05 21:12 | Report Abuse

When TELEKOM MALAYSIA (TM) annouced Impairment loss of Qr., we expect to see RM2.00, but in the reality, IT WAS NOT/AND IT WOULD NOT HAPPEN.

When GENTING MALAYSIA (GENM) annouced Impairment loss of Qr., we expect to see RM2.00 , but in the reality, IT WAS NOT/AND IT WOULD NOT HAPPEN.
(AKU TUNGGU LAMA, RM2.50 PUN TAK BERLAKU)

POS MALAYSIA (POS) announced qr. loss in earning ( NOT IMPAIRMENT LOSS ).
已经够超卖/超跌了。

Stock

2018-11-16 20:24 | Report Abuse

I added again 41 sen !

Stock

2018-11-16 20:23 | Report Abuse

朝鲜传来武器负面消息,影响投资者买卖情绪。

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2018-11-14 05:51 | Report Abuse

本人更期待TECFAST 的第四业绩,所以我会一直累积TECFAST 50sen below票。

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2018-11-13 21:01 | Report Abuse

DOW pls dun up first, cos I still in TECFAST ACCUMULATE period .

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2018-11-13 12:14 | Report Abuse

Pls dun rebound back today, I wanna to Q a bit lower price.
(Now still in Q., pls, throw to me)

Stock

2018-11-13 06:00 | Report Abuse

Yup, lousy counter,
But I like to BUY.

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2018-11-09 11:19 | Report Abuse

过了这第三次业绩后,接下来第四业绩更劲!

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2018-11-09 10:34 | Report Abuse

Hope TECFAST will not bullish too fast , I have not ENOUGH to collect yet.
Please.

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2018-11-09 09:24 | Report Abuse

Tecfast forum here still not hot.
They/most of Investors and traders still dint know about TECFAST.
ACCUMULATED SECARA SENYAP-SENYAP.

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2018-10-18 16:48 | Report Abuse

Directors 大力,大量地买入在之前70-90 sen。

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2018-10-18 16:47 | Report Abuse

Rm1.20 to 50 sen previous days ago already dropped 58%.

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2018-10-17 17:18 | Report Abuse

Sold all just now......

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2018-10-17 08:20 | Report Abuse

Nia sheng, I will just BUY at 42.5 or 43 sen once market buka nanti.

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2018-10-16 18:47 | Report Abuse

这Nov 尾的第三业绩盈利包括K-16 再加上世界油价USD 75-80之间徘徊统计,REACH ENERGY 盈利料rm16 mil 至rm20 mil.
EPS for Third QR rm0.015-rm0.018.

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2018-09-30 13:32 | Report Abuse

Ya la tu, hoi App.....,
Jerit la tm tp rm0.01 kan lebih sesuai dengan mulut kau.

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2018-09-29 13:01 | Report Abuse

月费降低,网速提升?大马网友:去大马电讯公司办妥后才相信是真的!
面子书专页《Cheap精团》发布一则帖文及照片,宣称自己目前使用的网络配套即便宜,网速又快。「月费终于降低了,而网速提升啦!之前还半信半疑,直到亲自去了一趟大马电讯公司办妥后才相信是真的。」

21世纪的时代,网络已成为大家不可或缺工具,各公司推出的网络配套也层出不穷。然而,凡事精打细算的我们一定会货比三家,选出价格廉宜,且网速流量较大的配套。

「如果你家没办法安装Time,或其它电讯公司的配套不适合你,或者目前unifi的月费比现在大马电讯公司提供的配套更贵的话,你可以去降低月费,从而提升网速。」

「比方说,我每月付RM199(有GST时付两百余令吉)却只有50mb,就可以换去较便宜却得到高网速的配套了,从此每月省下RM70。」

然而,事主指出,不是每一家大马电讯公司都能办到,他之前去了八打灵再也UpTown的总公司,还拨打100号去大马电讯公司也无法办到。

根据事主,申请者要带身份证,并亲自去大马电讯总公司,需要输入指纹,并签署为期两年的合约。

「我原本的配套的合约已经无效了,不清楚还绑定合约的配套是否要特别处理,建议你询问任何一家大马电讯公司分局或拨打100号查询。(有网友说是可以更换配套,只是两年的合约要重新计算)」

「如果不降级的话,日后不会涨价,但能提升去500mb的网速,但不懂何时才升级,不必500mb啦,现在50mb看《如懿传》里的妃嫔相互盖耳光都没卡到。」

「目前较多人选30mb,每月付RM79的配套,以及100mb,每月付RM129的配套,电讯公司的员工会上门更换解调器。」

「询及大马电讯公司的员工,最近真的很多人来办降级手续,而此举也是有期限的,但还不懂几时是截止日期,因此有意要办的要尽快。」

如果你家里的网络是「龟速」的话,或许应该考虑‘降级’更换配套了。

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2018-09-28 12:49 | Report Abuse

小心他们这些鬼人。

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2018-09-28 12:48 | Report Abuse

Some analysts Talk cock like RHB Target 30 sen SELL GRADE for KAREX.
As an example, They targeted 30 sen KAREX only they wanted to buy cheap in KAREX.

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2018-09-28 07:25 | Report Abuse

Epf 买卖。

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2018-09-26 21:25 | Report Abuse

从28 Apr 2017至30 OCT 2017 共买进69,958,500 around RM1.05

从2 MARCH 2018至4 JUNE 2018,共买进了28,002,300 around RM0.90

69,958,500@rm1.05=RM73,456,425
28,002,300@rm0.90=RM25,202,070

HIS's AVERAGE COST PER SHARE RM98,658,495除于97,960,800
=RM1.007122
近每股RM1.01.

由于他在2017年里买进的SENDAI 时期价位时跑在RM0.85至RM1.38,

所以,可以相信69,958,500 的每股平均价位其实还要(RM1.15)
RM80,452,275

RM105,654,345/97,960,800 share
RM1.0785
近RM1.08

我们获得一个答案,他每股价位处于RM1.01至RM1.08不等。

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2018-09-26 17:16 | Report Abuse

Hope still have chance to buy below rm0.80 tomorrow.