paperplane

paperplane2016 | Joined since 2015-12-21

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User Comments
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2019-07-01 13:22 | Report Abuse

Still no limit up. Sad

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2019-07-01 09:06 | Report Abuse

Everyday say limit up still nothing. So disappointing

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2019-07-01 08:55 | Report Abuse

So mana limit up

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2019-06-28 22:24 | Report Abuse

still no limit up ah

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2019-06-28 13:21 | Report Abuse

Mana limit up??????

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2019-06-26 23:20 | Report Abuse

use Bloomberg EQS to filter je

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2019-06-26 19:09 | Report Abuse

Eh. Mana itu limit up

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2019-06-26 19:07 | Report Abuse

Just collect div raint

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2019-06-26 19:07 | Report Abuse

Now ppl Chase div stock

News & Blogs

2019-06-26 08:14 | Report Abuse

John. Today rm1?? Guarantee? Haha

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2019-06-26 07:41 | Report Abuse

Every day also limit up??? Lol. Mana itu limit up

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2019-06-25 10:48 | Report Abuse

Why no limit up

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2019-06-23 18:23 | Report Abuse

Epf buy for div. Bond 10yr also no 4%,buy high div yield better

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2019-06-23 11:42 | Report Abuse

Posted by John Lu > Jun 23, 2019 11:05 AM | Report Abuse

After 25/6, Ekovest guaranteed and confirm and surely shoot to SKY.

John, sky is how high. if not you guarantee losses here?? write down your nric, real name, home address, office address. easier for us to claim money from u if not profit.

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2019-06-22 00:12 | Report Abuse

can TM pay good div moving fwd??

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2019-06-22 00:08 | Report Abuse

in low yield environment, soon all will buy high and stable div yield stocks. besides REITs, this is one of it. Others like BJTOTO, LIIHEN, HARISON......etc

FM=use Bloomberg EQS lah!

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2019-06-22 00:00 | Report Abuse

why govt need to buy over?? epf alredi has 40% on Duke 1,2

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2019-06-21 09:53 | Report Abuse

apa news

News & Blogs

2019-06-21 08:03 | Report Abuse

有一个关心公司运作的老板已经很好了。虽然他拿很高薪水,但是你知我知啦。

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2019-06-20 13:29 | Report Abuse

Rm2 lah longterm
Look at longterm

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2019-06-20 11:42 | Report Abuse

Tanam durian in bandar Malaysia??

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2019-06-20 08:57 | Report Abuse

Serba Dinamik (SDH MK MYR4.04, Not rated): Won multiple contracts; outlook remain intact

• Secured multiple contracts worth up to USD60m.
• Growth prospects look intact.
• Trading at 12.6x consensus FY19 EPS.

What’s New? Serba Dinamik announced that:

1) Its wholly-owned subsidiary Serba Dinamik International Ltd has secured a operations and maintenance (O&M) contract worth USD60m (approximately MYR250.6m);

2) Its wholly-owned subsidiary Serba Dinamik S/B has secured a total of six O&M contracts. These contracts do not have specific value as they are on a “call-out” basis whereby work orders will be awarded at clients’ discretion.
With these contract awards, Serba’s outstanding order book is expected to soar to approximately MYR8.5b, a step closer towards its MYR10b order book replenishment target for 2019.

Strong order book. More importantly, the latest job awards are O&M related, of which works are less susceptible to the fluctuation in oil price. Note that out of the outstanding order book (excluding these latest contract awards), O&M made up approximately 73% while EPCC accounted for 27%.

Growth prospects look intact. With the strong pipeline, Serba’s growth prospects look intact. Its outstanding order book is equivalent to ~2.3x its FY18 revenue. The street is forecasting a 14% 2-year EPS CAGR for FY18-21, also underpinned by management’s efforts to build up its asset base.

Assets. Under its stable, the group has: 1) a Compressed Natural Gas plant located in Sumatra, Indonesia; 2) water treatment plants in Kuala Terengganu (construction in progress); and 3) a 29.1MW hydropower plant in Kota Marudu Sabah (to commence operation in 4Q18); just to name a few.

Valuation. Brokers are positively biased on the stock with nine Buys and one Hold. The mean target price is MYR5.13. At current price, the stock is trading at 12.6x consensus FY19 EPS of 32sen, tad lower than its 2-year historical average P/E of 12.8x.

News & Blogs

2019-06-19 21:49 | Report Abuse

saltedfish still alive ah. goreng syndicate long dead

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2019-06-19 21:45 | Report Abuse

john lu, mana limit up you

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2019-06-19 12:17 | Report Abuse

Research by RHB
BUY ; Target Price (Return) MYR8.00 ; Upside (+17%)

"Submarine Sailing Through Headwinds; Stay BUY "
 Stay BUY, with new TP of MYR8.00 from MYR7.00, 17% upside, plus 4% yield after a recent discussion with management. We think STMB is poised to deliver another strong quarter, led by robust performance in family takaful segment. The general segment may see some weakness, as a whole, we believe the group is on track to achieve FY19F target. Our GGM-derived TP is based on c.4.8x FY20F P/BV post earnings revision.
 FY19F-20F EPS revised upward by 9.8% and 8.2% to MYR0.46 and MYR0.51. The earnings revision is underpinned by higher group gross earned contributions (GEC), and lower claim ratio assumptions. We cut our general GEC forecasts by 2.7% and 5.4%, but raise family GEC forecasts by 6.2% and 8.1% for FY19-20. Net-net, overall group GEC growth is expected at 16.4% and 9.8% for FY19F-20F.

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2019-06-19 08:15 | Report Abuse

Cement price finally controlled?

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2019-06-18 08:45 | Report Abuse

Kelington (KGRB MK, MYR1.24, Not rated): Briefing note: In order

• FY18 was a record year.
• Healthy prospects lies ahead.
• Trading at 11.6x consensus FY20 EPS.

What’s New? Kelington hosted a meeting last week. Management provided updates on its existing projects as well as future outlook. Key takeaways as below:

FY18 was a record year (reported PATMI +57% YoY), attributable to larger UHP projects completed, better project mix and a lower effective tax rate compared to a year ago. Management is equally excited about FY19 after 1Q19 PATMI rose 15% YoY. On a sequential basis, 1Q19 PATMI was down 5% QoQ as 1Q is seasonally weaker.

Strong order book. Its outstanding order book is now at MYR330m, equivalent to approximately 95% its FY18 revenue. Note that Kelington’s projects are mostly short-term in nature, ranging from 6-9 months. Management expect more job wins in coming months. Current tender book is ~MYR1.2b. For comparison, the group secured MYR424m worth of projects in FY18 vs. MYR374m in FY17. In 1Q19, its has secured MYR146m worth of projects vs. MYR79m a year ago.

Of the MYR330m outstanding order book, about 79% and 16% are from UHP and PE projects respectively. These projects tend to carry higher margins in nature, underlying management’s optimism for FY19. Orders from Singapore accounted for about 60% of its outstanding order book.

Setback. Trade tensions between the US and China could pose some challenges. This, however, is cushioned by its geographical diversification. Projects from China made up around 15% of its outstanding order book and about half of its tender book. The diversification into industrial gases supply should provide a steady income to the group.

To grow its industrial gas division. At present, Kelington has secured its first 10-year industrial gas supply contract. Contribution is small but management envisage to grow its industrial gas division to contribute 30% of the group’s revenue within 3-5 years. For its liquid carbon dioxide business, the setup of the new plant is scheduled to commence production by 4Q19.

Balance sheet is healthy. Kelington is sitting on a net cash of MYR76.5m at end-Mar 2019 (approximately 25sen/sh). Capex is need-based, particularly if it were to invest in air separation unit which is critical for industrial gas operations.

Valuation. Overall, management is upbeat about its long-term growth prospects. Brokers are also bullish on the stock, with two Buys and a mean target price of MYR1.67. Valuation wise, the stock is trading at 11.6x consensus FY20 EPS of 10.7sen, below its 3-year historical average P/E of 15.9x.

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2019-06-17 17:36 | Report Abuse

But i tot nothing to do with ekovest or iwcity

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2019-06-17 17:35 | Report Abuse

Huh. Gap up? Sure? Hehe

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2019-06-17 16:43 | Report Abuse

Ya. Weak mkt ahead seems

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2019-06-17 13:28 | Report Abuse

They must sell some let mkt have a bit trading mah

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2019-06-15 10:56 | Report Abuse

玩monopoly game

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2019-06-14 09:43 | Report Abuse

if google move some cloud biz here, enough for malaysia mkt. Malaysian must capture this opportunity, work with Singapore together. its a longterm good biz

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2019-06-13 23:16 | Report Abuse

i heard google moving all cloud server from china to taiwan and malaysia. horseh

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2019-06-12 12:56 | Report Abuse

very usual way of ekovest, goreng 2 -3 days with volume, then volume die down. Then gap up/ down again. haha

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2019-06-12 12:52 | Report Abuse

sandakan video...lol

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2019-06-11 15:40 | Report Abuse

Hmmm. 听很爽。真的话更爽

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2019-06-10 21:13 | Report Abuse

pp 0.82
seems like in 24month x2 is the trend oh?

0.82 x 2 =1.60??......hmmmmm, TA macam ini oh?

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2019-06-10 21:08 | Report Abuse

lai lai, u all goreng kaki, wanna goreng to RM1?? haha. or is this a trap again?

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2019-06-10 16:23 | Report Abuse

if mother RM5.20, wa should be 0.48.

if mother RM5.50, wa should be 0.78.

Good not, risky now with HK Issues
haha

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2019-06-10 15:07 | Report Abuse

good run so far

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2019-06-07 17:07 | Report Abuse

Just hope not affected much by trump politics. Its a necessities good

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