good morning all... buy today

Pantun untuk seacera

Pagi pagi start puasa,
Waktu petang masa berbuka,
warisan merdeka untuk seacera,
nantikan saja RM Lima,



kikikii

ayam tua: good song. pretty girl also

sklyte: just one month and a half, price surge more than 30%. So I sell slowly. im 80% fundamental and 20% technical. will buy back soon.... in my mind TP is rm2 (without warisan merdeka). once we secure warisan merdeka, then will never sell seacera and play around.

sold 6k units... stil got 164k units... hold tight tight

naik perlahan lahan

if the price always increase every day, Bursa will question the activity...

down down down. tomorrow also down, and slowly buy

good news coming soon

-warisan merdeka
-security fence
-kajang land
-new factory in kamunting perak
-project from SPAZ rm350mil..seacera own 60% of SPAZ share

Dont worry la... target price TP rm5...

TP IS RM 5

down down down

no power today.....

It had entered into a MOU with intelligent Fence Sdn Bhd to bid for a project to build and operate an electric security fence along Malaysia Thai border.

It has also ventured into the construction , property development and building material industries as well.

In Jan 2014, it acquired a 60% stake in SPAZ Sdn Bhd for rm3 million to make inroads into the construction sector. It had bagged a road construction project in Kelantan worth rm20.3 million.

It has also 500 acres in Sungai Long, Cheras with an estimated GDV of rm3 billion waiting to be developed.

The company had partnered two of China’s largest construction companies – Sinohydro Corp Ltd and Shanghai Construction Group Co Ltd – to bid for the 118 storey Warisan Merdeka.

SPZA has been in the construction for more than 20 years and has projects in hand that are worth rm350 million.

On June 2014, it had entered into a MOU with SPAZ, Sinohydro and Shanghai Construction to bid for the construction of Warisan Merdeka.

The pre qualified parties for the rm3 billion project are expected to be announced as early as July 2014. The tower is due for completion in 2018.

Seacera is bidding for the super structure of the project, not all of it, which is estimated to cost about rm1 billion to rm1.5 billion. The four parties will forms a JV or consortium if they get past the pre qualification stage.

International players will hold a dominant stake of 60% in the project while the local contractors will hold 40%.

In terms of funding of the mega projects, Seacera will not have a problem because it had completed two private placements and a rights issue.

Seacera is also looking at making property development a major part of its business, seeing that has a total of 570 acres in Cheras, Perak and Melaka.

Seacera bought the 250 acres in 2007. The value of the tract had doubled since Seacera had bought it. Once this development begins, expect a contribution of about rm300 million per annum for the next 10 years.

The group aims to be a big property developer.

Seacera has proposed to buy a 37 acre tract in Sri Alai, Meleka for m32.7 million and has 33 acre tract in Kamunting, Perak, where it plans to relocate its tile operation from Selayang.

On the company building material division, its tile business will remain the chief contributor to earnings. It had invested rm15 million in capex.

Its CEO sees Seacera becoming a property cum construction company in the next five years from 2014.

I Learned from Inari Experience... back to 1 year ago, Inari price was rm1.2... i earned big profit from Inari... and the price increase to 1.6 and then rm2.0 very quick. So I was scare with massive increase.. So i slowly sell some of my Inari... I know the price can hit Rm3.5 in 2 years, but I scare with the massive increase..

Now, with seacera, no more slowly sell... TP is rm5... I just hold till the price reach rm3.5-rm4.5...

people scare to sell this share because in short term it can reach rm2.00

Waiting WA and WB down.

other counter also slow this morning....

Security fence... govt bear rm55bil a year smuggling at malaysia thai border. security fence only cost rm5bil.... security fence project highly likely to be proceed

"dont trust technical analysis" warrent buffet

American index still positive yesterday

once we secure warisan merdeka, just use 20% technical analisis.

Dont trust technical analysis..... 80% fundamental and 20% technical....

down down down

TP is Rm5

I Learned from Inari Experience... back to 1 year ago, Inari price was rm1.2... i earned big profit from Inari... and the price increase to 1.6 and then rm2.0 very quick. So I was scare with massive increase.. So i slowly sell some of my Inari... I know the price can hit Rm3.5 in 2 years, but I scare with the massive increase..

Now, with seacera, no more slowly sell... TP is rm5... I just hold till the price reach rm3.5-rm4.5...

Ayam Tua: you also oraccle of bursa... you, optimus are oracle of bursa

Sklyte: when seacera price reach rm2, market capital will be 400mil... so with another right issue 400mil, it will be 800mil market cap...

Sklyte: now market cap is 200mil... next right issue worth 400mil for warisan merdeka... 200mil + 400mil = 600mil... You only expect 700mil capital after right issue...Please do calculation better la bro....

sklyte: Rm2.5 is easy.... 2 years ago, kenanga, hong leong said TP for Inari is Rm1.2... but today reach rm3... Seacera can earn EPS 30sen

market cap rm1.5bil is small for high reputation company (if we completed Warisan Merdeka).. Seacera business is very unique... he produce tile is not just for public...but for its own project and development like Kajang, Warisan merdeka, MAHB

Sklyte: this stock could be next Inari... in 2 years increase 500%... but i think seacera is just 300% I believe this company can maintain 60mil profit even after completed warisan merdeka...

What happen in the future 2-5years
I think they will cash call only 400mil for warisan merdeka. so after complete warisan merdeka project, what they gonna do with 400mil and profit from warisan merdeka... with amount of the money, how much normaly we expect profit... my opinion 10%... so 40mil ...maybe more... they can use the money for another big project in the future...

Today Market capital is rm200milll... It can reach rm1.5bil in 3-5years

Holding Mother 170k units tight,tight...Seacera-WA 19k units tight2 also

freonsf: i think seacera have no too much cash... they have to raise right issue

Sklyte: Rm Tp2 is just for current project...without warisan merdeka... you want me to show how we get Rm2...

What gonna happen if we won warisan merdeka? Seacera will raise right issue... normaly 20% of total project... if project is rm2bil, then right issue will be 400mil... they will borrow our money for that project

THIS IS MESSAGE FROM SKLYTE

guys, hold this stock... tremendous catalyst upside.. personally not so bullish like AYAM TUA/ optimus, but...

(i) tiles - new capacity and plant - profit should be RM8m minimal
(ii) construction - few backlog projects about RM150m - RM8m profit minimal
(iii) properties - a few launching and new projects soon
(iv) warisan merdeka - worth RM1.5b , 40% portion seacera , assuming pat margin of 10% = RM20m profit per year
(v) electric fense - cash cow concession, one off contract construction at RM1b, assuming JV 50% - RM500m portion, seacera one off profit could be RM30m, maintenance could be RM5-10m

Add up everything.. profit could well be RM60-80m per year, however they might need to raise fund to do all these projects, so assuming rights issue and share cap double to 300m shares

you still get 50-180% upside from the price current here.. TP RM2

still holding mother 170k units.... WA is just holding 19k units

Sklyte: please show your calculation for TP

TP is RM5.00

Sklyte: what is your TP for this stock... show your calculation...

RM5 is reasonable... It can reach rm7 if we secure warisan merdeka... from warisan merdeka, we earn profit and most important thing is reputation.... when you have big reputation, investor will invest in this stock

sklyte... dont consider right issue at the moment... the best way dealing with this is calculate market capital...

sklyte....How can i make you understand....dont consider right issue at the moment... we dont know yet how much they will giving right issue...


First thing,,, as you mentioned before...we can earn 60mil per annum.. your calculation ya...not mine... 60mil per annum, how much EPS we can earn... 60mil/200mil... 30sen right... from 30sen EPS X 17= rm5.1

Bought some more Seacera-WA...

killabuggy: high posibility Rm5 if we win warisan merdeka. after we complete warisan merdeka, we earn massive profit and the most important is we gain reputation!!!!!

Bought Seacera-WA at 40sen...

Warisan Merdeka is for seacera..TP is RM5.00

Warisan Merdeka Project is for seacera

ramai hari ni beli saham... mesti sebab american punya index