Posted by Madam YS > 2014-02-01 21:40 | Report Abuse

kalau gitu kita sama2 tunggu ok
hehehehe

Posted by Risk Trader > 2014-02-01 21:50 | Report Abuse

Tunggu apa madam ?

Posted by Joel > 2014-02-02 09:10 | Report Abuse

SILKHLD this counter really able to reach at RM1.00.

I CONFIDENT WITH IT.

( BCOS OF O&G & TOL )

Posted by lee9fold > 2014-02-02 12:08 | Report Abuse

how long have u been study on this silk joe?

Posted by Tessa Joseph > 2014-02-02 12:34 | Report Abuse

I dunno much but I think it is possible...hmm

Posted by lee9fold > 2014-02-02 19:35 | Report Abuse

why leng lui tessa?

Posted by Risk Trader > 2014-02-02 20:47 | Report Abuse

This mth confirm above rm1.00

Posted by Mark T Bird > 2014-02-02 20:54 | Report Abuse

wow, thats great :-)

Posted by lee9fold > 2014-02-02 21:21 | Report Abuse

why leng zai risk trader?

Posted by martiniclub7 > 2014-02-03 06:40 | Report Abuse

Because investment banks have already bought in, and some of them bought it at a high price of 60+sen. I sense another announcement coming on the way.. My short term TP RM0.90 before selldown happens. Just imagine the profit they can reap from the tol hike, and yes i sense something fishy with Silk and petronas too. Lol.. this is just my opinion and definitely hope to see RM0.90 this month.

Posted by melvinha9 > 2014-02-03 08:33 | Report Abuse

Calvintaneng,I m new here but did read about ur stock picks of the year 2014,they r really impressive !You r really the sifu I m looking for.May i join ur class and could i be ur student.

Posted by Johnson Lam > 2014-02-04 08:52 | Report Abuse

GG.com

Posted by mrlim > 2014-02-04 10:07 | Report Abuse

still going strong

Posted by abc529 > 2014-02-04 10:15 | Report Abuse

雪隆子民2014年最火红话题 : <<大道起价>>

公司名字 : SILKHLD
代号 : 5078
市值 : 一亿九千九百万 (199m)
每股净利 (最近四个季度) : 0.78仙
本益比 : 52.79倍
每股资产 : 0.32 零吉
现价 : 0.41零吉
目标价 : 0.95零吉
信心指数 : ★★★★

业务
SILKHLD的业务: （2013年报告）
1） SILK大道 （19.87%）
2） OFFSHORE MARINE (O&G) (79.29%)
3） 其他 (0.84%)

前途
SILKHLD前途还算不错。营业额会持续的增加。
1） 近期火红的O&G领域带动了SILKHLD OFFSHORE MARINE 需求持续增加。主要顾客是PETRONAS CARIGALI。
2） SILK大道收费调涨80%（传言，可是最少会涨30%照合约进行[2010-2018]）。
3） 大道收费调涨能减少公司对O&G领域的依赖。

分析
1) 0&G 领域，2013年报告这领域比去年营业额成长12.1%. 2013年营业额达到306.54百万，盈利34.52百万，利润率11.26% （2012 ：10.69%）。假设2014年成长与2013相同，利润率拿较低的10.69%（2012），那营业额将是343.63百万，盈利36.73百万。
2) SILK大道，2013年营业额是76.81百万，净亏16.49万，成本93.3百万（2012：86.98百万）而营业额成长是13.6%。车流量的增加让本人觉得2014年营业额会持续增长13.6%，加上kajang和semenyih近期大力发展增加了人口，SILK大道是通往城市的必经大道。大道收费增加最少30%已是为公司带来了一大笔横财。假设收费调涨30%，估计营业额是113.43百万，盈利为20.13百万（成本与2013相同）。假设收费调涨80%，估计营业额是157.06百万，盈利为63.76百万 （成本与2013相同）。

总结
大道收费增长30%，公司总盈利将是56.86百万（每股净利13.55仙）. 大道收费增长80%,公司总盈利将是90.49百万(每股净利23.94仙)。大道收费可说较稳定收入。保守估计大道收费涨30%而已，本益比7，股价也值0.95零吉。公司股价严重被低估。

*本人把此公司本益比从10调低至7因为公司存有几点需要考量:
1) 债务高 (大道债务高, 金融开销高, 占了大部分大道开销, 大道开始赚钱, 公司有能力还债, 金融开销自然减低, 到时大道盈利会随涨船高)
2) 公司暂时没派股息
3) 税务
4) 其他

共勉之

https://www.facebook.com/pages/%E8%82%A1%E5%B8%AE%E9%97%B2%E8%81%8A/1407343752839869?fref=ts

Posted by aslamsham92 > 2014-02-04 10:31 | Report Abuse

will silk go up??

Posted by saddiqsepakraga > 2014-02-04 10:33 | Report Abuse

yes....certainly .....

Posted by Mark T Bird > 2014-02-04 10:35 | Report Abuse

TP 0.95 :-)

Posted by aslamsham92 > 2014-02-04 11:14 | Report Abuse

now we hve to hold la.. hope it will go up more..

Posted by calvintaneng > 2014-02-04 12:59 |

Post removed.Why?

Posted by Joel > 2014-02-04 13:05 | Report Abuse

For me, I think SILKHLD still can hit to the next higher lever.
Not only at rm0.70 something.

Posted by calvintaneng > 2014-02-04 13:14 | Report Abuse

Joel,

For SILK to justify further price rise these three factors must follow:

1) Securing a Big Contract from Petronas
2) Govt grant SILK permission to raise toll tariff by a good margin.
3) Kajang/Semenyih people will pay to use SILK highway. Currently, not many vehicles ply SILK highway yet. Google and see at youtube SILK Highways Kajang the few and infrequent cars and lorries.

You see. The bottom line is - EARNINGS PROPEL SHARE PRICES. So wait for SILK Earnings to play catch up.

Posted by psd57 > 2014-02-04 14:17 | Report Abuse

Calvintaneng: SILK is running up on pure 'earnings' fundamentals. There is a lot of great deal makings within the company which u r not privy to. It is among the most sort after stocks of a lot of fund managers now. The last time u commented on KNM shares, it was 55c, kindly check the price now!! So do not open ur trap and be looked upon as a fool! You should go back and promote ur 'PM Corp Stock', which ran ahead of earnings, and now comin back to daddy- 'financials'. U were promotin it to glory then, knowing very well earnings was lagging a mile behind the trending price and ur TP of Rm 1.50! . Why this hypocricy man !!!

Posted by Joel > 2014-02-04 14:23 | Report Abuse

I also heard fr my remisier that SILKHLD probably
will hit exceed RM1.00 or above in this coming few months 2014.

Posted by psd57 > 2014-02-04 14:26 | Report Abuse

Joel: u r right man. don't listen to naysayers, who mascaraed as experts

Posted by Joel > 2014-02-04 15:21 | Report Abuse

Silkhld this stock, almost similar to Tas & Perdana.

Posted by Joel > 2014-02-04 15:22 | Report Abuse

The main diff is that Silkhld got Tol Business.

Posted by lee9fold > 2014-02-04 15:30 | Report Abuse

PSD STARTED TO STUDY DEEPLY INTO SILK? GREAT!

Posted by Johnson Lam > 2014-02-04 15:33 | Report Abuse

But now look like no power to push....
Some more keep continul drop...

Posted by Johnson Lam > 2014-02-04 15:54 | Report Abuse

Gerong also can't up...

Posted by melvinha9 > 2014-02-04 16:03 | Report Abuse

Thank you very much, sifu Mr.calvintaneng! There is so kind of u.

Posted by Joel > 2014-02-04 16:06 | Report Abuse

STARTED TO CLIMB.

Posted by psd57 > 2014-02-04 16:08 | Report Abuse

SILK >>>>>>>>>>>>>>>>>>>>>

Posted by aslamsham92 > 2014-02-04 16:10 | Report Abuse

now it seem go up again..

Posted by Joel > 2014-02-04 16:10 | Report Abuse

SILK ah, Silk...
LAST MINUTES u REBOUND.

Posted by Joel > 2014-02-04 16:11 | Report Abuse

I Q at 0.690 since this morning.

Posted by aslamsham92 > 2014-02-04 16:13 | Report Abuse

joel : did u get it?

Posted by Joel > 2014-02-04 16:16 | Report Abuse

No. but b4 that I have 10 lots at 0.560.
I juz wanna to accumulate more Silkhld share.

Posted by Johnson Lam > 2014-02-04 16:17 | Report Abuse

Hope tomorrow will hit 0.80...

Posted by Joel > 2014-02-04 16:17 | Report Abuse

aslamsham92, how many do u collect Silkhld share?

Posted by aslamsham92 > 2014-02-04 16:26 | Report Abuse

me too.. 1o lots.. i just wait for silk go up more... i believe it can hit 0.8

Posted by psd57 > 2014-02-04 16:31 | Report Abuse

SILK TP 0.80c

Posted by Syukran > 2014-02-04 16:46 | Report Abuse

If 2moro reach 0.80 are you going to let go your shares?

Posted by Johnson Lam > 2014-02-04 16:51 | Report Abuse

If hit 0.80 I will let go, I have wait 2 week for it to reach 0.80...

Posted by Syukran > 2014-02-04 16:55 | Report Abuse

Silk is underdog counter. I have been looking at it since 0.45 .. Hmm

Posted by SPECIAL_ID > 2014-02-04 17:19 | Report Abuse

Good Counter !

Posted by martiniclub7 > 2014-02-04 17:35 | Report Abuse

Dont u see it? Eventho the market bleed so bad this morning, it was only down 0.035 for awhile and was fairly stable at RM0.71. This is because a lot of support and no big players are selling yet. Normally if this is a goreng stock, first thing when market bleed, everyone start dumping. I think tomorrow might green. I still remember last Monday it went down 5sen and went up 5sen last 30mins. This counter always rebound last minute of the day.. hmmm..

Posted by lee9fold > 2014-02-04 19:05 | Report Abuse

i guess the big player...eg bank is accumulating... distribution stage not reach yet

Posted by Madam YS > 2014-02-04 20:15 | Report Abuse

aku suka silk
hehehe

Posted by Risk Trader > 2014-02-05 07:03 | Report Abuse

Very fundamental stock....good investment for long term.....TP rm2.00

Posted by lee9fold > 2014-02-05 07:54 | Report Abuse

risk is more to punter i guess? lol