Posted by sephiroth > 2013-03-12 14:58 | Report Abuse

Burst of power now at 1.29

Posted by ST > 2013-03-12 15:01 | Report Abuse

ww_guy, u missed the boat already...sigh...
not believe me is your choice...jus some shares that I comment and I don simply comments..... :D

Posted by sephiroth > 2013-03-12 15:07 | Report Abuse

i'm firmly on the boat since 1.15, the boat might transform into ship in the near future. What's yr TP ST?

Posted by ST > 2013-03-12 15:20 | Report Abuse

sephiroth, TP2.00...i believe today already done and no FFK..but still pending confirmation from source...

Posted by sephiroth > 2013-03-12 15:33 | Report Abuse

Oops loss power at 1.27, tomorrow recharge and march thru 1.30

Posted by ST > 2013-03-12 15:38 | Report Abuse

no worries...expect end of the month

Posted by ST > 2013-03-12 17:47 | Report Abuse

MoU is signed...potential of fly high...
http://klse.i3investor.com/servlets/staticfile/214077.jsp

Posted by sephiroth > 2013-03-12 19:33 | Report Abuse

Will it fly as the Mou is expected to be sign???

Posted by Superbjet > 2013-03-12 19:50 | Report Abuse

It is already signed, only tiny details to be finalised!

Posted by ST > 2013-03-13 09:26 | Report Abuse

3 months down the line, the agreements will be signed... :D

Posted by sephiroth > 2013-03-13 09:26 | Report Abuse

Only land sale with substantial profit will move the price. The market have expected and price in yesterday announcement

Posted by bys777 > 2013-03-13 09:30 | Report Abuse

http://www.theedgemalaysia.com/business-news/232873-benalec-sells-1000-acres-off-tg-piai.html
The latest announcement will be be a major boost to the group.
As what i said earlier, never worry for Benalec.
It is a hidden diamond.

Posted by sephiroth > 2013-03-13 09:42 | Report Abuse

Turn red, the profit will only be reflected in FY14

Posted by ST > 2013-03-13 10:01 | Report Abuse

turn red due to market reaction... :)

Posted by Por Soon Keong > 2013-03-13 22:05 | Report Abuse

200% confident on this stock!!!

Posted by kcfan > 2013-03-13 23:01 | Report Abuse

210亿储油槽计划启动‧大马迈向区域油气枢纽
大马 2013-03-13 17:53

（吉隆坡13日讯）宏洋控股（BENALEC,5190,主板建筑组）启动丹绒比艾石油储藏设施建设活动，分析员认为相关计划将加快大马储油槽版图进程，相信随着柔南地区在2017年新增1千600万立方米储藏空间，国内储藏能力将提升至2千100万立方米，有望超越新加坡成为区域石油与天然气枢纽。
大马研究表示，随着宏洋控股与柔佛州秘书处将脱售1千英亩土地予1MY策略石油终站私人有限公司，以兴建和营运原油与石油储藏设施和私人码头，将加快大马储油槽版图的成形。
根据协议，宏洋控股将授权在丹绒比艾和边佳兰进行面积达3千845英亩和1千700英亩的填海工程，但公司将把焦点先放在丹绒比艾，直到边佳兰提炼及石化综合发展计划（RAPID）顺利进行为止。
相关工程总值可能达到210亿令吉，将是现今为止最大宗的外国在马储油槽设施投资，相等于戴乐集团（DIALOG,7277,主板贸服组）、柔州政府和皇家孚宝公司（ Vopak）总值50亿令吉，占地500英亩的边佳兰液化天然气终端站计划的4.2倍。
宏洋崛起为国内最大储油槽业者
大马研究说，鉴于相关计划规模庞大，以及其他外资投资者可能进驻抢夺丹绒比艾和边佳兰其余4千245英亩土地，宏洋控股已借此项计划超越戴乐集团和MMC机构（ MMCCORP,2194,主板贸服组），崛起成为国内最大储油槽业者。
此外，通过上述计划也将持续推进柔佛南部多元储油终站计划发展，以善用邻近区域转运枢纽――新加坡的地理，以及充沛土地和廉宜成本等优势。
http://biz.sinchew.com.my/node/71558

Posted by kcfan > 2013-03-13 23:09 | Report Abuse

受惠柔南石油计划　宏洋看高一线
財经 2013年3月13日
By A Web Design

（吉隆坡13日讯）在大马与阿联酋签署柔佛的石油投资合约后，宏洋控股（BENALEC，5190，主板建筑股）即宣布获得当地的填海工程。市场分析员认为，这是「迟来的好消息」，並看好该公司將继续受惠于柔南石油计划。

宏洋控股週二宣佈，旗下Spektrum Kukuh私人有限公司已和柔州政府和一个大马战略石油终站私人有限公司（1MY Strategic Oil Terminal）签署条款书，在丹绒比艾（Tanjung Piai）外海进行面积达1000英亩的填海工程，並將在3个月內敲定买卖合约（SPA），把该地段售予一马战略石油终站公司，作建筑与营运石油仓库用途。

宏洋控股週三交投炙热，成交量达1023万4000股，成为全场第11大热门股，但股价却下跌4仙或3.20%，以1.21令吉掛收。

肯南嘉研究和大马研究分析员皆认为，上述填海工程合约是迟来的好消息，也证明了宏洋控股在柔南市有计划中的发展潜能。

肯南嘉研究分析员补充，政府早已宣布把柔南打造成石油中心的计划，但却因环境影响评估（EIA）研究而拖延至今。

儘管有关当局仍未公佈上述石油仓库计划的进一步详情，但大马研究分析员相信，该计划已变得相当明朗。

该石油仓库地段面积达1000英亩，规模超越戴乐集团（DIALOG，7277，主板贸服股）位于边佳兰的500英亩石油仓库计划，料將吸引更多投资者落户，並將加速环境影响评估的批准。

肯南嘉研究分析员则以每平方呎80令吉的土地市价及未来4年30%的营运赚幅估算，宏洋控股的2014財政年每股盈利（EPS）预测有望被调高104%，至33.5仙。

同时，两名分析员皆对宏洋控股有足够能力承担上述填海工程的財务负担。

大马研究分析员指出，截至去年12月31日，该公司拥有4200万令吉的净现金；而肯南嘉研究分析员则推算，假设填海成本达24亿令吉，该公司或將需要在未来4年內，每年借贷至少1亿8000万令吉来执行工程，首年负债率將从目前的0.03倍上升至0.36倍的健康水平。

有望夺更多合约

此外，分析员也看好，宏洋控股有望获得更多合约。该1000英亩面积仅为当初政府原则上同意的5245英亩地段发展计划的19%，因此分析员预计，该公司或將在未来12至18个月，获得更多工程合约。

肯南嘉研究和大马研究分別维持宏洋控股的「超越大市」和「买进」评级，目標价格分別为1.71令吉和2.48令吉。
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=46187:&Itemid=198

Posted by kcfan > 2013-03-13 23:14 | Report Abuse

传填土工程合约值25亿宏洋控股大受追捧
企业财经13/03/2013 20:36
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　（吉隆坡13日讯）刚获柔州丹绒比艾（Tanjung Piai）填土工程的宏洋控股（BENALEC，5190，主要板建筑），较后将签署正式合约，消息说，总面积约1000英亩填土工程，合约值至少25亿令吉。

　该公司昨日（12日）向马证交所报备，子公司Spektrum Kukuh已与柔佛州及1MY策略石油终站公司签署谅解备忘录，以负责一项填土工程，面积约1000英亩。

　不过，报备文件并无阐明合约值，仅提及将在3个月后正式签署合约，《The Edge财经日报》引述消息报导，宏洋控股填土区域初始订价，每英亩为300万令吉。

　“但基于1000英亩面积颇大，价格或调低至介于每英亩250万令吉至300万令。”

　上述利好仅短暂推高宏洋控股走势，较后窄幅波动，全日在1.21令吉至1.28令吉拉扯，闭市时跌4仙，收在1.21令吉全日最低，交投颇热，成交量达1023万4000股。

　大马投资研究报告指出，这项颇具规模的工程，更进一步坚定对丹绒比艾高发展潜能的信念，同时也再次证明宏洋控股本事，未来也有助争取更多合约。

　“宏洋控股估值便宜，不失为投资油气业的另一项选择，该股2013至2015财年本益比介于8倍至11倍，相较油气领域平均本益比则达17倍。”

　该行说，若这项填土工程实行，该公司在南马仍有庞大地库，计有4245英亩，在丹绒比艾有2485英亩，边佳兰则为1760英亩。
http://www.chinapress.com.my/node/403047

Posted by kcfan > 2013-03-13 23:32 | Report Abuse

Bright outlook on Benalec.
http://www.kinibiz.com/story/corporate/8610/piai-to-be-malaysia%E2%80%99s-second-major-oil-trading-hub.html

Posted by powerwk > 2013-03-14 00:06 | Report Abuse

Wow, so confidence, are you majority holder? -> Por Soon Keong 200% confident on this stock!!!

Posted by sephiroth > 2013-03-14 09:45 | Report Abuse

http://www.theedgemalaysia.com/business-news/233000-benalec-has-much-more-coming.html

Posted by ST > 2013-03-14 09:58 | Report Abuse

u see...earlier, i told you all the TP is 2.00 and The Edge Malaysia also giving a TP2.48.. Super confidence!!!

Posted by bryan_su > 2013-03-14 10:01 | Report Abuse

talk cock meh... keep give good news... give a good financial result and dividend la....

Posted by lmf_hau > 2013-03-14 12:19 | Report Abuse

ST ,

Pls see probably,
yesterday close 1.21
today gap up +2c , 1.23 , now also 1.23.

currently , Big boy r distributing , so for sure has to goreng some Theme (news) to attack others to buy at high side.

I hv no offence for TP 2.00 , and glad to look forward too.

But I m more agreed with Bryan-Su , in order to reach TP 2.00 , the aggressive PnL & Dividend policy much in place 1st.
And , its need time to prove the Co. strength in next 1 year , but not just a piece of newspaper article.

Otherwise , fund manager would not interest into those company which only talk but cashless...

Cheer , hopes u make $ from this current mkt .....

Posted by Bang Teh > 2013-03-14 12:46 | Report Abuse

buy and keep for 2 years

Posted by ST > 2013-03-14 14:49 | Report Abuse

:D Thanks lmf_hau

Posted by kcfan > 2013-03-14 21:50 | Report Abuse

柔佛发展计划唱好‧宏洋控股财测调高
热股评析 2013-03-14 18:37


（吉隆坡14日讯）宏洋控股（BENALEC，5190，主板建筑组）与柔佛州秘书处和1MY策略石油终站私人有限公司签署条款清单，以在丹绒比艾（Tanjung Piai）进行填海工程和销售约1千英亩土地，兴建和营运原油与石油储藏设施和私人码头。
分析
分析员展望正面，认为宏洋控股的土地价值不只从柔佛资本价值重估中受益，也可能成为大马与阿布扎比合伙关系的主要受惠者，进而带动丹绒比艾发展潜力，加速成长为石油中心。
肯纳格研究表示，以每平方呎市价80令吉、4年30%营运利润估算，调高2013年每股盈利104%至33.5仙。
该行补充，柔佛土地在过去一年因马新政府合约进展而重估，目前每平方呎要价涨至80令吉，假设土地成本为56令吉，宏洋控股的估值可望上扬27%至2令吉17仙。
负债率增至0.36倍
鉴于发展计划面积达1千英亩，假设4年填海成本为24亿令吉，肯纳格研究认为宏洋控股每年需贷款1亿8千万令吉执行该工程，导致首年负债率从0.03倍增至0.36倍，不过依然处于舒适水平。
该行相信，宏洋控股将成为大马与阿布扎比合伙关系的主要受惠者，包括柔佛潜在210亿令吉石油储备设施发展计划，专门为阿布扎比储存6千万桶原油和石油储备设施。
“1千英亩只占柔佛这项计划总地段的19%，估计接下来的12至18个月内，该公司将确立更多还未纳入预算的同类型合约，料带来新盈利贡献，不过因土地价格有待确定，维持其财测不变。＂
目前该公司柔佛总发展地段为5千245英亩，丹绒比艾占3千485英亩，边佳兰湾1千760英亩。

Posted by powerwk > 2013-03-16 09:38 | Report Abuse

It weird... someone behind is controlling this stock. Despite all the good news from time to time someone juat don't like this stock to move up. Perhaps he/she want to sell all the stock and get out drom Benalec or there are biggest plan behind the scene. Either way I believe is good to all investors. :)

Posted by ST > 2013-03-18 08:53 | Report Abuse

you are right powerwk...it cant fly high due to some factors..more or less you should know what reason that we are facing... :D If people looking for overnight fly high price, then sorry, this will make u scolding all the time over here.. :p

Posted by Ben Hu > 2013-03-18 09:38 | Report Abuse

Not a good stock to make money.Uninteresting.M'sia Pension Fund keeps buying and selling to make small profit.

Posted by Junglestock > 2013-03-18 09:45 | Report Abuse

good dividend just paid out.

Posted by anbz > 2013-03-18 20:32 | Report Abuse

the major shareholders are disposing amid 'good news' , i wonder if all the TP and recommendations are true, he he

Posted by kelvintcg > 2013-03-18 20:59 | Report Abuse

buy good stock must have patient to keep,take a look on Ingress, sleep at RM1.21 for long long long long time, suddenly wake up and fly to RM 1.50 catch no birds...
18/03/2013 20:58

Posted by Ben Hu > 2013-03-19 09:09 | Report Abuse

benalec is dead.

Posted by ST > 2013-03-19 09:18 | Report Abuse

Is not dead, is controlling...TP2.00 :D

Posted by dknycom > 2013-03-19 16:40 | Report Abuse

Benalec useless counter... like snail.

Posted by kcfan > 2013-03-19 18:58 | Report Abuse

Time to collect more during weakness and wait.....

Posted by sephiroth > 2013-03-19 18:59 | Report Abuse

collect below RM1.15 is the safest

Posted by kcfan > 2013-03-19 19:01 | Report Abuse

Yes.Go ahead sephiroth.

Posted by TheSageOfSemantan > 2013-03-20 07:54 | Report Abuse

anbz, which of the "major shareholders are disposing amid good news" as you claim? maybe you know something that we all don't. Care to share? why would a major shareholder want to sell when there is good news?

Posted by Ben Hu > 2013-03-20 09:11 | Report Abuse

'kumpulan wang persaraan'is the one who sold Benalec shares to make quick bucks.kiasu.

Posted by sephiroth > 2013-03-20 09:24 | Report Abuse

Why no trading today???

Posted by Steve Jub > 2013-03-20 09:46 | Report Abuse

got ah 2 biji :D

Posted by Ben Hu > 2013-03-20 09:50 | Report Abuse

Major shareholder waiting to sell. How to trade??

Posted by TheSageOfSemantan > 2013-03-20 09:50 | Report Abuse

BenHu, KWAP has been a net-buyer in March so far. Am I missing something here?

Posted by sephiroth > 2013-03-20 09:57 | Report Abuse

KWAP increase shareholdings from 49,668,000 shares on 24/10/12 to 54,184,500 shares on 11/3/13

Posted by Ben Hu > 2013-03-20 10:11 | Report Abuse

4,900,000 was sold by 'kummpulan wang persaraan' during the same period besides other major shareholders like Foo P Lin. They trade by the hundreds but we trade by units or tens

Posted by sephiroth > 2013-03-20 10:19 | Report Abuse

It was sold during the runup to RM1.49. I bought 1.15 sold 1.45 during round 1. Short term profit taking is inevitable as long as the net holdings increase. Round 2 also bought 1.15 sold some at 1.29

Posted by Ben Hu > 2013-03-20 10:27 | Report Abuse

i'm praying that Benalec price will show its real worth and break the resistance 1.50 fast

Posted by quyen850906 > 2013-03-20 19:48 | Report Abuse

this stock just swing between 1.2-1.3..dun hope too much on this