mayongzheng

mayongzheng | Joined since 2018-02-04

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

489

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
489
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-01-07 20:27 | Report Abuse

MUST WAIT ORANG YANG TIADA NILAI KESABARAN KELUAR DARI YKGI, calvinharris.
If U are currently RED then buy slowly tomorrow to average down. But if U are already GREEN just wait and see first... Cheers :)

Stock
Stock

2019-12-03 13:07 | Report Abuse

MASTER and PPHB rose a lot, now is a time for them to rest.
I just came in BRIGHT with a little high prcie of 33 sen today.
hold, guys. (advice honestly)

Stock

2019-11-12 15:57 | Report Abuse

又有另外一个人rm2.60直接买入30,000 units.

Stock

2019-11-12 15:46 | Report Abuse

Wow, one person eaten at 50,000 units at rm2.60.

Stock

2019-11-12 15:45 | Report Abuse

Next Coming Quarter superior ?

Stock

2019-11-12 15:44 | Report Abuse

Currectly ,they are eating ours tickets at rm2.60......

Stock

2019-11-12 15:43 | Report Abuse

Director umpan kita to Q to sell at rm2.60 .......

Stock

2019-11-12 15:36 | Report Abuse

If not share split and bonus issue, Magni might be ONE OF THE COUNTER ABLE TO REACH RM10.00 In FINANCIAL YEAR OF 2020.

Stock

2019-11-12 09:51 | Report Abuse

我认同你的看法,lcng123'

Stock

2019-11-12 08:11 | Report Abuse

Lcng 123, 从口说出来的话,我们就可发现是什么素质。

Stock

2019-11-07 15:21 | Report Abuse

FY2020, assuming each quarter EPS of 7.5-10 sen,
Eps rm0.30-rm0.40 Fy2020.
Applying Pe of 10x, MAGNI VALUE rm 3.00-RM4.00.

Stock

2019-07-19 06:19 | Report Abuse

以前的我也是像你们一样的说别买这个,买那个啦(因为自己不会去阅读,避免这个啦,原因是自己买到很高价位,不懂得如何是好)

Longtermvaluegain, 你的assuming of GFM 也太过吝啬,接下来的业绩,它不可能只赚rm5.5mil的.

Stock

2019-07-17 08:39 | Report Abuse

5G的影响还触及医疗及其它日益依赖高速连接的领域。

“要说到远程手术或联网汽车,你可不想有太多延迟,”手机设备制造商爱立信公司(Ericsson)执行副总裁弗雷德里克·杰德林(Fredrik Jejdling)说。
5G什么时候会到来?

对于美国的智能手机用户,答案似乎是在2019年第二季度;确切时间尚不确定。

根据高通公司编制的时间表,预计2019年将在美国之后于推出5G技术的国家包括英国、德国、瑞士、中国、韩国和澳大利亚。

Stock

2019-07-17 08:37 | Report Abuse

这是唯一重要的速度吗?

不是。还有另一种速度,被称为延迟的滞后问题,这个在5G上可能更加重要。

当前在智能手机上发出一条指令——比如开启网页搜索——得到的响应确切来说并不是即时的。延迟50至几百毫秒很常见,部分是因为信号通常要在不同的运营商交换中心之间传递;5G采用了更新的网络技术,被设计用于将延迟降至几毫秒。它还被设计用于比早前的蜂窝网络更可靠地传输信号,后者如今在一些并非不可或缺的使用中,比如在手机上看电影,是经常会丢掉一些数据的。

这种改进可带来很多益处,比较显著的是在虚拟现实这类领域。最高质量的虚拟现实应用现在一般都要配备笨重的头具,以有线方式接到附近生成3D图像的个人计算机上。

高通半导体业务总裁克里斯蒂亚诺·阿蒙(Cristiano Amon)说,有了5G就可以无线连接到其它机器上,使用户可以自由移动,也可以更容易开发出眼镜大小的目镜。

穆尔咨询和战略公司(Moor Insights & Strategy)分析师帕特里克·穆尔黑德(Patrick Moorhead)说,在增强现实(AR)的相关领域,人们可以用智能手机的摄像头对准一场足球比赛,在显示屏上观看直播视频的同时,可以看叠加的球员统计数据或其它数据。

Stock

2019-07-17 08:36 | Report Abuse

2019年,一场重大的技术变革终于要开始了。这是我们的无线系统十年一次的升级,将在几个月内开始触及手机用户。

但这不仅仅是让智能手机变得更快那么简单。向新的第五代蜂窝网络(简称5G)的过渡,还将影响许多其他类型的设备,包括工业机器人、保安摄像头、无人机和相互发送交通数据的汽车。通过提供能让人们在几秒钟内下载整部电影,并很有可能给电子游戏、体育和购物带来巨大变化的移动互联网速度,这个新时期相对当前的无线技术——即4G——是一次飞跃。

美国和中国的官员们视5G网络为一种竞争优势。更快的网络可以帮助传播人工智能和其他尖端技术的使用。

在1月拉斯维加斯的大型消费电子展会CES和2月巴塞罗那世界移动通信大会(MWC)这样的活动中,预计很快就能了解更多关于5G的信息。包括AT&T和威瑞森(Verizon)在内的无线服务提供商已经在谈论5G。设备制造商正在预测试与该技术配套的设备。

三星(Samsung)最近展示了预计会在威瑞森和AT&T网络上运行的5G智能手机样机。许多其他制造商正在竞相跟进,尽管苹果(Apple)预计不会出现在最初的5G浪潮中。分析师预测,采用新技术的iPhone将直到2020年才会到来。苹果发言人拒绝置评。
这里是你需要知道的东西。

5G究竟是什么?

严格来说,5G是一套技术基础规则,它定义了蜂窝网络的工作方式,包括使用的无线电频率以及电脑芯片和天线等各种组件如何处理无线电信号和交换数据。
自从20世纪70年代手机首次被演示以来,来自多家公司的工程师就已经聚集起来,就蜂窝网络的新一套规范达成一致,即蜂窝网络每十年左右被指定为新一代技术。为了获得5G的产品功效,用户将不得不购买新的手机,而运营商将需要安装新的传输设备以提供更快的服务。

5G有多快?

答案取决于你生活在哪里、你使用哪种无线服务以及你何时决定尝试使用5G。

无线芯片制造商高通公司(Qualcomm)称5G的下载速度峰值可以达到每秒4.5千兆比特,但预计初始中值速度约为1.4千兆比特。这相当于目前4G体验的大约20倍。

5G速度在高质量流媒体视频中尤其引人注目。按照高通所称的中值速度,下载一部常规大小的电影用5G只需17秒,而4G需要6分钟。

Stock

2019-05-31 11:30 | Report Abuse

NAIM may further purchase such
additional number of shares provided that the total shares purchased (including shares held as treasury shares then) does not exceed ten per centum (10%) of its ordinary issued and paid-up share capital at the time of such purchase

Stock

2019-05-31 11:29 | Report Abuse

THE PROPOSED SHARE BUY-BACK
The Board proposes to seek from the shareholders of the Company a renewal of authority for the Company to purchase from time to time and
at any time, in aggregate such number of Shares representing not more than ten per centum (10%) of the total number of issued shares of the
Company at the time of the purchase subject to compliance with Section 127 of the Act, the Listing Requirements and any prevailing laws, rules,
regulations, orders, guidelines and requirements issued by the relevant authorities at the time of purchase.

The issued share capital of the Company as at 29 March 2019 (“latest practicable date”) is RM454,801,172 comprising 513,799,322 shares
(inclusive of 13,056,000 treasury shares). The maximum number of shares which may be purchased by the Company shall not exceed 51,379,932
shares.

The purchase of own shares will be carried out on Bursa Securities through appointed stockbrokers.
The Proposed Share Buy-Back is subject to compliance with the Act and any prevailing laws, rules, regulations, orders, guidelines and
requirements issued by the relevant authorities at the time of the purchase including compliance with the public shareholding spread as required
by the Listing Requirements. The authority from shareholders for the Proposed Share Buy-Back, if renewed, will be effective immediately upon
the passing of the ordinary resolution to be tabled at the forthcoming Seventeenth AGM of the Company and will continue to be in force until:
i. the conclusion of the next AGM of the Company, following the general meeting at which such resolution was passed at which time it shall
lapse, unless by ordinary resolution passed at that meeting, the authority is renewed, either unconditionally or subject to conditions;
ii. the expiration of the period within which the next AGM after that date is required by law to be held; or
iii. revoked or varied by an ordinary resolution passed by the shareholders in a general meeting;
whichever is the earlier.

Stock

2019-05-31 11:17 | Report Abuse

Sentiment on the domestic construction industry has been boosted by positive newsflow such as (i) resumption of ECRL project; (ii) revival of 121 infrastructure projects (RM13.9bn) offered through direct negotiations and limited tenders by the previous government after cost review; (iii) potential revival of HSR and (iv) approval of high-impact projects under mid-term review of 11th Malaysia Plan such as Kulim airport (RM1.6bn), logistics and manufacturing hub in Sidam (RM300m) and construction of Phase 1A and 1B of the Northern Corridor Expressway (RM1.7bn). Although we do not expect the domestic construction industry prospects to go back to where it was during the period of pre-GE14, we opine that the worst is over for the industry.

NAIM - proxy to Sarawak’s stimulus measures, backed by a RM1.9bn sizeable orderbook (~4.8x FY18 construction revenue). To recap, the state government has allocated c.RM9bn for development expenditure under state budget 2019 which is the biggest in the history of the state. Funding for those projects is expected to come from Sarawak’s state reserves (c.RM31bn) which may insulate the projects from risk of reduction of federal government spending. In early April, Opus was appointed as the project management consultant for the coastal road and second trunk road projects, indicating that these jobs are on the verge of rolling out. The momentum of project flows in Sarawak should also gain traction as the next state elections must be held before Sept 2021. Currently, NAIM has a sizeable construction order book of c.RM1.9bn and is slated to win more projects in future based on its track record in various notable projects such as Sabah O&G Terminal, MRT Lembah Kalang/Sg Buloh-Kajang, Pan Borneo Highway etc.

NAIM has sizeable development land banks in Sarawak with low holding cost, mostly located in critically masses population areas like Kuching and Miri. Currently, the group has three flagship mixed development projects in Sarawak, namely Kuching paragon, Bintulu Paragon and Bandar Baru Permyjaya, Miri (developing on a total ~730 acres site). In addtion to the above, Naim has other land banks totaling ~1800 acres located in Bintulu, Kuching and Miri for future development.

Kuching Paragon (covering approx. 33 acres, with indicative GDV of RM1.5bn, lasting for 15 years) is a new landmark which introduces multifaceted lifestyle experiences integrating residential, business, retail and hospitality components . The group has commenced the 1st residential development, known as Sapphire On The Park (comprising 427 units in three high-end condominium towers) with total GDV ~RM310m. The 1st tower, Sapphire Classic with an estimated RM120m was recently completed. The remaining two towers are slated to be completed by 1Q2021.

Bintulu Paragon is an integrated development on a 36-acres land in the heart of Bintulu Town (to be developed in 2 phases), with a total indicative GDV of ~RM2.3bn (lasting for 15 years). The group has completed a RM300m Streetmall and SOVO units while the Peak, with 261 units of condominiums totalling to RM150m of GDV is expected to be completed by 2Q19.

Bandar Baru Permyjaya in Miri (BPP) is a self-contained township developed on a 3300 acres site (indicative GDV of RM5bn), located close to Miri’s central business district. Since launching in 1995 with over 9,000 properties delivered valued at ~RM2.2bn. Currently, its active ongoing project comparises a 450-acre Southlake project valued at RM1bn GDV. To date, the group has launched a 416 units (RM180m GDV) of residential properties scheduled to be completed by 2020. With a remaining 660 acres of land available for development, which may to last for another 15 years.

The unnoticed (ex O&G) earnings growth potentials from core property and constructions segments. Valuations are undemanding at 8.5x FY18 P/E (25% below peers) and 0.43x P/B (62% below peers) and trading at 57% to its adjusted BVPS of about RM2.50 (adjusted 3 for 2 rights issue at RM0.45 completed in Jan 2019). Based on Dayang’s market cap of RM1.29bn, NAIM's 26% associate stake of RM336m already accounted ~61% of its entire NAIM’s RM550m market cap, implying that the market was pricing its embedded property and construction earnings only at 5.4x P/E (vs peers’ 9-10x) based on FY18 PBT of ~RM40m. To recap, the property and construction divisions contributed about 51% (~RM40m) to FY18 PBT whilst the rest 49% (~RM38m) was contributed by Dayang. Given its robust construction orderbook, positive outlook of Dayang and resilient earnings from its property division, supported by the state’s buoyant economy and expectations of more pump-priming activities before Sept 2021 state election, market could assign a higher rating on its property & construction businesses.

Stock

2019-04-25 21:16 | Report Abuse

历史回顾

MALTON 在 JANUARY 2017 年之前价位只有区区的70 sen多,April 2017 当而得MALTON价位在RM1.80-RM1.90)
在May 2017年,当政府宣布暂停BM时,Malton才被逼回落

可,如今TUN MA已经COMFIRMED BANDAR MALAYSIA 启用,还加上建立10,000 units 可负担房屋呢!
打死我,都不相信MALTON怕不回去至少RM1.00吧。
RM1.80 的50%discount 都得到RM0.90咯。

Stock

2019-04-24 20:25 | Report Abuse

GAP UP TOMORROW liao.

Stock

2019-04-22 20:58 | Report Abuse

Expecting some changes to benefit local construction-based players. This development comes in as a positive surprise as it is being announced just a few days after the ECRL project. The project was subsequently retendered after the termination, though the process had been somewhat quiet after rounds of bids. In July last year, the ministry’s officials disclosed that there were “zero” developers who had expressed interest in the project. Reinstatement of this project is an obvious shot-in-the-arm, particularly to the local construction sector. Given the greenfield nature of this project, players exposed to the initial infrastructure-based phases (access roads, earthworks, water and sewerage treatment plants, substantial piling works) could be sizeable opportunities.

Within our universe, big names like Gamuda, IJM Corporation and WCT Holdings could be beneficiaries for the construction works.

Specialist contractors such as Advancecon Holdings (not rated) for earthworks, Econpile Holdings (not rated) and Pintaras Jaya (not rated) for piling, Lafarge Cement (not rated) and Tasek Corporation (not rated) could also be beneficiaries.

This “re-award” to the IWH-CREC Sdn. Bhd. consortium which was chosen in an international open tender exercise participated by over 40 world renowned companies, including from Japan, Australia and the Middle East is expected to rerate Iskandar Waterfront Holdings (not rated). That said, details are still light at this juncture on the actual investment/land cost the JV is forking out for the mammoth development. Other beneficiaries in our view are Malaysian Resources Corporation (not rated) which was the joint-venture partner under the Bandar Malaysia Integrated Transportation Terminal and MMC Corporation (not rated) for the potential revival of Bandar Malaysia MRT 2 underground stations.

这么大块肉(建筑工程)很需要JV。

Stock

2019-04-22 20:55 | Report Abuse

The Bandar Malaysia project that had been terminated in May 2017 is a mixed-use, transit-oriented development (TOD) in Kuala Lumpur and planned as a central transport hub with connections to KL HSR, MRT, KTM Komuter and ERL plus 12 other highways.
(MALTON 在 JANUARY 2017 年之前价位只有区区的70 sen多,April 2017 当而得MALTON价位在RM1.80-RM1.90)
在May 2017年,当政府宣布暂停BM时,Malton才被逼回落)

可,如今TUN MA已经COMFIRMED BANDAR MALAYSIA 启用,还加上建立10,000 units 可负担房屋呢!
打死我,都不相信MALTON怕不回去至少RM1.00吧。
RM1.80 的50%discount 都得到RM0.90咯


It is meant to transform a 486-acre former military base into a global hub to further attract high-impact global finance, technology and entrepreneurial firms. The project is expected to positively benefit urban development, attracting foreign direct investments and generating an expected GDV of RM140bn. It will draw major international financial institutions, multi-national corporations (MNCs) and Fortune 500 Companies to locate their regional headquarters in Bandar Malaysia. We also understand that tech giants such as Alibaba and Huawei have also manifested interest to establish their ICT centers in the area. The IWH-CREC led consortium have been asked by the Government for an advance payment of RM500m in addition to the original deposit sum of RM741m, within 60 days to reinstate their participation in the project.

Stock

2019-04-22 15:31 | Report Abuse

MALTON or WCT 都要握住好好的,紧紧的。

Stock

2019-04-22 13:56 | Report Abuse

Below 80 sen good to collect,
JANGAN until 90 sen Baru hendak tengok MALTON.

Stock

2019-04-22 13:55 | Report Abuse

New too will add Malton later 65 or 66 sen.

Stock

2019-04-22 13:54 | Report Abuse

Good to hold, EST85.

Stock

2019-04-22 13:41 | Report Abuse

Htpadu 日后的盈利很好,还不累积吗?issued share too less. Anytime will announce bonus issue or share split.

Stock

2019-04-22 13:35 | Report Abuse

Calvinharris much clever than us, switched to Iwcity and Ekovest last Friday.
我也要检讨自己。

Stock

2019-04-22 13:33 | Report Abuse

My cost 52 sen, later will sell quickly.
Loss brokerage fee I dun mind, but miss the related Bandar Malaysia counters, I MIND.

Stock

2019-04-22 13:17 | Report Abuse

I will hold for 6 months.
Malton can reach 90 sen-rm1.00

Stock

2019-04-22 13:17 | Report Abuse

I BOUGHT at 62.5 sen today because it consider quite low and cheap.

Stock
Stock

2019-04-11 08:48 | Report Abuse

Yesterday, Prime Minister Tun Dr Mahathir Mohamad said Malaysia is exploring proposals aimed at reducing the cost of the HSR project and will be discussing this further with Singapore before the end of the suspension period on May 31, 2020.

He told a joint press conference with his Singapore counterpart Lee Hsien Loong yesterday that Malaysia is also looking at affordable and sustainable alternatives to the Johor Bahru-Singapore Rapid Transit System Link (JB-Sg RTS) project.

Stock

2019-03-18 10:13 | Report Abuse

Perdana vs Destini.
I will select DESTINI.

Stock

2019-03-18 10:12 | Report Abuse

Big vol good support
I only expect afternoon second season of new look of DESTINI 42 sen.

Stock

2019-03-17 20:35 | Report Abuse

33-33.4 sen

Stock

2019-03-17 20:35 | Report Abuse

Gap up tomorrow.

Stock

2019-03-16 23:01 | Report Abuse

Bull bro, 他们都是特意去玩弄别人情绪,买不到/错过了便宜价,就好bad mounting 咯。其实哪些人都已经买入了Destini的。PE 不合理因为Last FY 有一季record loss. But 都成为过去了。

Stock

2019-03-16 14:00 | Report Abuse

Lauyw, Your Bad Mounting perhaps can help me to collect cheaper price of Destini. Pls give more badword, JANGAN GOSOK GIGI SETIAP HARI.

Stock

2019-03-02 12:34 | Report Abuse

Normally, I accumulate when people bad mouthing the counter.
(Attn:: yongch. I need your bad mouth)

Stock

2019-03-01 07:54 | Report Abuse

功课就好自己花时间在周末做。

Stock

2019-03-01 07:53 | Report Abuse

自己买好好了,才叫人家追高价位。
自己在背后出票。
(谨慎!)

Stock

2019-03-01 07:29 | Report Abuse

Calvintaneng, sell first and buy back.

Stock

2019-02-28 20:43 | Report Abuse

azrb第四业绩还是一样亏钱。
Visit again 35-40 sen.
Sad!

Stock

2019-02-28 16:40 | Report Abuse

你认为poor result, then out.
你认为great result, then add or hold.