TASCO BERHAD

KLSE (MYR): TASCO (5140)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

0.795

Today's Change

+0.005 (0.63%)

Day's Change

0.79 - 0.805

Trading Volume

452,800


3 people like this.

843 comment(s). Last comment by NatsukoMishima 1 month ago

Wong Ning

61 posts

Posted by Wong Ning > 2011-11-11 10:04 | Report Abuse

wong ning.around 1.50 can collect,above 1.65 remember sell yah,gd luck . must satify with what u gain loh,haha...

akehlishi

205 posts

Posted by akehlishi > 2012-04-13 23:40 | Report Abuse

As analysis...it's big properly will have bonus share issue, would I right?

Posted by Kim Yap Lau > 2012-04-21 00:08 | Report Abuse

where is the source?

kcfan

1,881 posts

Posted by kcfan > 2012-05-02 23:27 | Report Abuse

泛亚物流(TASCO,5140,主板贸服组)海空物流业务健全成长,全方位物流方案获高赚益、第三方物流扩大客户群较同侪低本益比,获侨丰研究推荐为首选物流股。
分析员认为,其全方位物流方案获高赚益,是公司主要成长动力;今年2月与3月间获跨国的快速移动消费品与电子电器产品,明日公布的首季业绩或捎来惊喜。派息料续具吸引力
“即使资本开销今年增长至9千300万令吉,预期将维持具吸引力之派息,2009至2011财政年派息率介于32至42%,今明两财政年若派息率达35%,每股派息12.53仙/13.16仙,股息回酬达5.9%/6.2%。

Posted by Pomato Ian > 2012-07-17 16:40 | Report Abuse

price jumped today. the figure in Q2 quartery reports must be very pleasing..insider all hoping on the train.

avenger88

522 posts

Posted by avenger88 > 2012-09-21 19:40 | Report Abuse

TIME TO BUY

Posted by Fat Cat Tim Buddy > 2012-11-13 16:51 | Report Abuse

hey, i just found out that -_- fong siling is the top 30 shareholder of this counter...

i remember last few months , he recommend century and freight.

now i think back..of course he recommended the lousy 1 la, and keep the best hidden for himself until he done collecting, then only he publish it , what a croc!!

now.. he might have recommended tasco, do correct me if im wrong :)

necro

4,726 posts

Posted by necro > 2013-05-14 16:31 | Report Abuse

TASCO FONG SILING SELL kaa?

necro

4,726 posts

Posted by necro > 2013-05-14 16:32 | Report Abuse

aik revenue net popit drop!!!

caven101

911 posts

Posted by caven101 > 2013-05-17 08:42 | Report Abuse

what happen to TASCO? revenue net popit drop and the share price also drop

xingxian

78 posts

Posted by xingxian > 2013-06-10 09:22 | Report Abuse

Freight fly, Century fly, Tasco's turn soon!

Posted by How Wong > 2013-07-14 12:36 | Report Abuse

when to turn tasco,haha

Alex Chong

712 posts

Posted by Alex Chong > 2013-09-10 12:40 | Report Abuse

Tasco price will fly up soon. Good news after Tokyo host for 2020 Olympic. More business, more profit.

tonylim

4,796 posts

Posted by tonylim > 2013-09-26 11:16 | Report Abuse

..

Alex Chong

712 posts

Posted by Alex Chong > 2014-01-13 11:54 | Report Abuse

Write a comment..导读:北港与西港增加capex扩大处理标准货柜量,谁受惠呢

在马六甲海峡,一共有两个港口
1)北港(north port)
2)西港(west port)

《西港上市,筹资扩大》
目前西港处理每年处理9.5million标准货柜
2015年CT7会投入运作,西港每年处理11million 标准货柜
长远来看,CT 8和CT 9投入运作,10年内,西港每年处理的标准货柜将增至16million

《北港方面》
CT 4和berth 8
在月尾将投入运作

《tasco何能受惠?》
当我们发现北港和西港不断增加处理标准货柜
作为下游业的tasco也将会受惠
原因是tasco 目前在全马拥有30个logistic centre
其中19间logistic centre是集中靠近马六甲海峡
1)port klang
2)shah alam
3)bangi
4)northport
4)klia

后语:拥有地理优势的tasco,要从中受惠,一点都不难

投资讲究逻辑思考,好比:
~westport 和northport的竞争能使tasco受惠
~同样的mas和airasia的竞争使airport 受惠

以上纯属个人推断,要买入tasco的投资者,要自己做功课

共勉之

Alex Chong

712 posts

Posted by Alex Chong > 2014-01-13 11:55 | Report Abuse

硬战tasco(优秀的日本管理层+2020年东京奥运会+日元走软)

现价:2.11
目标价:3.5
信心指数:70%

投资原因:
1)tasco母公司NYK在日本是第三大物流业者
所以tasco作为子公司,获得很多在大马营业的日本企业运输合约

2)tasco的chairman同时也是panasonic,umw的chairman
tasco的managing director同时也是sony logistic sdn bhd的managing director

tasco主流客户包括
~sony是以电子业为主
~panasonic是电器供应商
~jtiinter是日本香烟制造商
~honda(本田)是日本汽车制造商,汽车零件等
~toyota(丰田)是日本汽车制造商,零件等

**个人认为只要这五家在大马经营的日本企业在未来不断成长,tasco的生意也会越做越旺

3)日本展开新一轮的刺激日本经济政策
日元兑马币大幅度下滑
日元走软,有望刺激日本出口
相信作为物流业的tasco,未来展望良好

4)在年报显示,公司不断扩大仓库,以应对日益增长的客户订单

5)tasco是冷眼42心水股其中一家,而且冷眼是30大股东之一
个人认为冷眼介绍的公司,都值得大家留意,毕竟冷眼的基本面分析非常强
转载:http://www.nanyang.com/node/429654

6)公司目前本益比越8左右,今年dividend yield可达>5%

7)同行物流业的average pe ratio 为11左右(tiongnam,century,freight,pos,gdex等)
目前tasco本益比只有7左右,trade below average 57%

8)2020年,日本将会在东京举办奥运会,预计这有望促进日本的进出口
而作为物流业的tasco有望受惠

9)个人对于日本管理层的公司,较为信心,毕竟aeon和aeoncredit,panasonic,jtinter都是日本人加入管理层,tasco的高层多数为日本人
这也是为何在众多物流公司,最终选择tasco

后语:本益比合理,股息高,未来展望佳,属于进可攻,退可守的公司

为了硬战tasco,个人把已高涨的港口业(suria和prkcorp)套利,进行组合调整,剩下免费股
把资金注入较为看好的tasco

共勉之

Posted by KinSoon Kok > 2014-02-19 11:20 | Report Abuse

Tnks 4 u promotion. Tasco is flying now..

smchin81

14 posts

Posted by smchin81 > 2014-02-19 11:38 | Report Abuse

YES i will buy in 5 lots in this week..

Posted by freeman975 > 2014-02-20 19:28 | Report Abuse

1 lot = 1000 shares?

Alex Chong

712 posts

Posted by Alex Chong > 2014-02-21 14:53 | Report Abuse

TP 3.50 soon

zack_liza

1,560 posts

Posted by zack_liza > 2014-02-21 15:57 | Report Abuse

good stock can buy...collect now at 2.20 and below...target price this year 2.50 to 2.80...

Posted by KinSoon Kok > 2014-02-23 19:08 | Report Abuse

Profit margin 7%. ROE 11%. Highly competitive business. However, financial status is v.good. Good management.

chongkonghui

1,117 posts

Posted by chongkonghui > 2014-02-23 19:12 | Report Abuse

Low profit margin is not a big problem as long as the volume is high and consistently high. ROE 11% is good and hopefully gets better. Will increase by 2,000 shares if up 3%.

zack_liza

1,560 posts

Posted by zack_liza > 2014-03-17 12:21 | Report Abuse

second time (13/5/2013) touch 2.40 ..if today close 2.40 and above...this stock will continue uptrend....

ann5142

18 posts

Posted by ann5142 > 2014-03-20 16:05 | Report Abuse

2.46 stll can buy or wait?

Alex Chong

712 posts

Posted by Alex Chong > 2014-04-03 12:22 | Report Abuse

Buy before it fly high soon...

Alex Chong

712 posts

Posted by Alex Chong > 2014-04-07 09:22 | Report Abuse

I believe Tasco can fly higher.

henken

47 posts

Posted by henken > 2014-04-10 23:17 | Report Abuse

hi

gohku

373 posts

Posted by gohku > 2014-04-12 22:19 | Report Abuse

this counter trade at pe 7x and the dividend is quite decent.
it is a good buy.

Posted by Kian Giap Yu > 2014-04-15 18:46 | Report Abuse

Good to accumulate before the next leg !

Posted by Lim Lee Siew > 2014-04-19 10:07 | Report Abuse

With multi Japanese companies logistic undertaken and expand,profit reap in will definitely be boosted in the long run. Unless economy tumble or any severe ties with Japan,With current PM economic should be quite sustainnable !

Posted by Kian Giap Yu > 2014-04-19 12:50 | Report Abuse

4 quarters improving, likely to post a better results in the coming month s ahead !

Alex Chong

712 posts

Posted by Alex Chong > 2014-04-24 14:54 | Report Abuse

And the higher dividend payout as well.

Alex Chong

712 posts

Posted by Alex Chong > 2014-05-05 11:31 | Report Abuse

Better 1Q14 results and dividend announcement confirm will boost up the share price this month. Stay tune Tasco buddy.

ykgykg

341 posts

Posted by ykgykg > 2014-05-17 11:12 | Report Abuse

Final dividend will likely to announce soon together with the quarter results ! Quite optimistic and credible as the GDP registered better than expected at 6.2 % a few days before .

Posted by lianlian8011 > 2014-05-19 14:10 | Report Abuse

today close with 2.7, is it still worth to buy?

Alex Chong

712 posts

Posted by Alex Chong > 2014-05-20 17:20 | Report Abuse

lianlian, judge by yourself, no one can give you this answer.

Alex Chong

712 posts

Posted by Alex Chong > 2014-05-26 11:50 | Report Abuse

Any news on the propose dividend ex-date?

Go4Share

108 posts

Posted by Go4Share > 2014-07-23 17:54 | Report Abuse

Best time to issue bonus shares and free warrants. Please consider it my dear Tasco's management.

tjhldg

27,218 posts

Posted by tjhldg > 2014-08-08 01:38 | Report Abuse

:)

lyk204

86 posts

Posted by lyk204 > 2014-08-08 11:10 | Report Abuse

Dow Jones is crashing....Can still buy TASCO ??

speakup

26,520 posts

Posted by speakup > 2014-08-08 11:28 | Report Abuse

Tasco good company

tjhldg

27,218 posts

Posted by tjhldg > 2014-08-08 17:37 | Report Abuse

hahahahahahahaaa .... monday bbq

zack_liza

1,560 posts

Posted by zack_liza > 2014-08-11 15:31 | Report Abuse

target 3.20....next 3.50...

ywong888

48 posts

Posted by ywong888 > 2014-08-11 16:55 | Report Abuse

so crazy!!! Up up everyday

speakup

26,520 posts

Posted by speakup > 2014-08-11 17:03 | Report Abuse

everyday up then must buy lor :-)

Funtrade

596 posts

Posted by Funtrade > 2014-08-11 17:08 | Report Abuse

This TASCO much more better than the protasco.

speakup

26,520 posts

Posted by speakup > 2014-08-11 17:31 | Report Abuse

prtasco is PRO-TASCO, penyokong TASCO :-)

tjhldg

27,218 posts

Posted by tjhldg > 2014-08-11 19:56 | Report Abuse

huat huat huat

ykgykg

341 posts

Posted by ykgykg > 2014-08-11 20:04 | Report Abuse

EPS almost 10 cents , quite credible and justify with the price , but the dividend should run parallel going forward .

Post a Comment
Market Buzz