Posted by Abudance > 2013-07-24 16:59 | Report Abuse

When and how much is dividend, anyone can share? Tq!

Posted by erkongseng > 2013-07-25 17:59 | Report Abuse

无风不起浪，我相伩股起必有因，这是我在之前10-01-2013发布的（2.62势不可挡。个人浅见，之前说东南之产托估值10亿，只取一半（5亿）来算，股数约为8千4百万股，可算出每股值约6元。想必这是股价急升之因素之一，（只供参考）。）15-06-2012 商海发布的---自己放大看- 现上调目標价至 8,00 http://www.investalks.com/forum/viewthread.php?tid=18466&extra=&highlight=tn&page=20

Posted by erkongseng > 2013-07-26 17:18 | Report Abuse

这台货车看起来是旧一点，但跑起来还真快，最重要是坐上去感觉舒服与安稳，东南有妳的日子真美，开心每一天，果真誏我睡的甜密，夜夜好夢。
趁低買进，長抱必胜，恭喜己上车者，你上车了吗？

Posted by erkongseng > 2013-07-26 18:16 | Report Abuse

我在新加坡开巴士,每天见到东南的货车,下班从第二通道回skudai,路上又见到东南货車,是缘份吗?哈哈,这货车和我有缘,我追随你,想伩公主港的五星公寓狂销,东南在大马产业界己经一泡而红.成功进军地产了.

Posted by erkongseng > 2013-07-28 03:25 | Report Abuse

发掘爆发股--
1）一个潜在价值超过10亿令吉的最大物流实业投资信托。若成行释放岀来的价值效应有多大，由时间去验收吧。
2）产业贡献势必推升公司的净利，看好股价可达 8元。
3)相伩8月的首季业积是亮眼的.
4）估计2014年3月的全年净利为3364万，eps=0,40 . pe=20 . 股价=8,00
5)个人推算,进出自负

Posted by erkongseng > 2013-07-28 11:47 | Report Abuse

从产业畅销来看,是有可能的,股市本是事先预测公司未来净利,前景的投资事务,提早在低价位时进货,等待春天,像东南,在我看来路途还远,目前只来到中途,之后会开往更高的山夆.试目以待,用愉快的心情去体会,任何回跌都是買回良机.( iskandar 特区有公寓项目,都会是近,后期热棒的催发剂,带升股价),别又一次错过资本增值之机会.敢敢进,轻鬆赚.

Posted by erkongseng > 2013-07-29 16:37 | Report Abuse

今天休息去了东南建公寓与洒店的现场，照了广告牌与场地，感觉很棒，想到3年后的情景，真的很兴奋，哈哈-http://www.investalks.com/forum/viewthread.php?tid=18466&rpid=2520510&ordertype=0&page=23#pid2520510

Posted by Lai Ah Foo > 2013-07-29 17:59 | Report Abuse

余兄，你对李顺成发表的谈话，非常感动，想跳进去又不敢。你有它近期的音讯马？

Posted by erkongseng > 2013-07-29 18:41 | Report Abuse

东南更正通知---2013年3月财政年是赚 2179 万,我算后 EPS=25，9仙 .现 4，07 元 ,PE=15，7 倍 , 现金有1325 万 . http://www.bursamalaysia.com/market/listed-companies/company-announcements/1361509

Posted by iQBE189 > 2013-07-29 18:50 | Report Abuse

wah! one year b4 price less than rm1!!!

Posted by JXRepcoBuffet > 2013-07-31 10:05 | Report Abuse

target RM8, Mr. Er, how many years can reach?

Posted by erkongseng > 2013-07-31 18:56 | Report Abuse

give tnlogis two years .

Posted by Lai Ah Foo > 2013-07-31 21:32 | Report Abuse

之前没看到你的。。。。， 现在去投资，是否有些冒险，不妨看看KFM。

Posted by erkongseng > 2013-08-04 17:12 | Report Abuse

好消息，东南房地产集团在努沙再也SIL C 6，兴建第一期共60个单位的双层半独立工商企业厂房，在未公开发售前就已全数售完。
该发展商紧接推出第二期，共58个单位的双层半独立工商企业厂房已公开登记。相信很快也会售完，推高公司的净利。

Posted by erkongseng > 2013-08-06 18:06 | Report Abuse

记得加码 tnlogis 8397--4,28 ,正开向 5,00

Posted by volks2 > 2013-08-07 10:51 | Report Abuse

ole ole ole......another new high record

Posted by erkongseng > 2013-08-07 17:19 | Report Abuse

以不断学习之心态来投资。分享，体会，享受投资的乐趣与过程。目标是丰衣足食的悠闲生活。借机广告，买进东南 8397 tnlogis 4.36 ，助你实现梦想，哈哈~ Selamat Hari Raya

Posted by erkongseng > 2013-08-11 20:33 | Report Abuse

东南大股东最新持股,有累积情形出现,是否看见美好的未来了，别错失幸福之机会.http://www.investalks.com/forum/viewthread.php?tid=18466&page=29&extra=#pid2545049

Posted by erkongseng > 2013-08-12 18:20 | Report Abuse

1)2013年的第二和第三季都有5百多万净利,但第四季增加到近1千万,想伩是来自产业的贡献加大.因此,产业方面收入流进TNLH己是事实.
2)物流方面,在倉库出租贡献可观收益,公司未来重心会放在产业发展,但不会放棄物流业,许多人还得靠它吃飯.
3)东南倉库地很多,只要有部份的地点转成产业地,就有很高的增值潜能.
4)对于产托一事,我是抱希望的,产托成行,将带给东南价值效应,对公司只有益处,我找不到老板不想誏产托成行的理由.
5)人是健忘的,给股友愎习一下,哈哈.
自己放大看.http://www.investalks.com/forum/viewthread.php?tid=18466&pid=2547953&page=29&extra=#pid2547953

Posted by volks2 > 2013-08-15 09:56 | Report Abuse

breaking the new high record very soon...

Posted by erkongseng > 2013-08-15 17:58 | Report Abuse

東南通运的機會
1）有主題，曝光率已提高。
2）依斯干達特區效應。
3）未來三年穩定的產業淨利。
4）产托成行的消息。
5）股东买回公司股票，股價具支撐。
6）良好的投資環境。
7）持續性良好淨利的季報。
8）9月發12%的股息，扣稅后（10 lot=90元）。
9）公主港pinetree公寓即將動土，股價有所反應。
10）股數少，買方一到股價上升快。
11）東南，我把它看做是（6139 takaful)的翻版，走勢看好。
12）東南快車，終站為8元，旅途愉快，哈哈，只供參考，進出自負。Southeast Express opportunities
A) a theme, visibility has improved.
2) Iskandar zone effects.
3) the next three years stable industrial profit.
4) production prop lined messages.
5) shareholders repurchase company stock, the stock has support.
6) a good investment environment.
7) sustained good quarterly net profit.
in September issued a dividend of 12%, net of tax (10 lot = 90 million).
9) Puerto Princesa pinetree apartments about to be built, the stock react.
10) less the number of shares, the buyer has risen faster one.
11) SE, I see it as a (6139 takaful) replica of bullish trend.
12) Southeast Express, the final station is 8 yuan, have fun, ha ha, for reference only, and out of conceit.

Posted by volks2 > 2013-08-19 10:12 | Report Abuse

i think today will go another new high record...ole ole ole.

Posted by erkongseng > 2013-08-19 17:51 | Report Abuse

东南首季大赚 1535万 ,eps=18,25 仙 ,超好的业积
8元之说不是夢,若2014全年eps=50仙 ,股价=8,00 ,pe=16 倍.http://www.bursamalaysia.com/market/listed-companies/company-announcements/1379353

Posted by erkongseng > 2013-08-19 17:54 | Report Abuse

若2014年(eps=0.50),现4,59 ,pe=9,1 低估了,pe=16=8,00 另一支takaful

Posted by volks2 > 2013-08-20 09:28 | Report Abuse

the announcement is today after 5pm...

Posted by erkongseng > 2013-08-21 17:48 | Report Abuse

看见机会,进东南 tnlogis 8397 ,小弟又来推算了。
1）2013-05-30 ，股价=2,50
2）2013-08-30，股价=4,60 ，首季赚1535万，eps=18,25(己公布)
3) 2013-11-30 , 股价=6,00 , 第二季赚1000万,eps=11.8 (推算)
4)2014-02-28 ,股价=7,00 ,第三季赚1000万 ,eps=11,8(推算)
5)2014-05-30 ,股价=8,00 ,第四季赚1000万,eps=11,8(推算)
总计2014年全年赚4535万 ,eps=53,6 ,股价8,00 ,pe=15倍
6）用9个月来赚取近70%的资本增值机会--
4,60进场，9个月后（2014-05-30）若8,00 出 ，赚取3,30（扣除费用），很有吸引力。
7)只供参考,进出自负.

Posted by CityTrader > 2013-08-21 17:58 | Report Abuse

Mr. Er. I enjoy reading your posting n thanks for sharing.

Posted by erkongseng > 2013-08-21 19:39 | Report Abuse

Saw the opportunity to enter Southeast tnlogis 8397, projected a brother again.
1) 2013-05-30 price = 2,50
2) 2013-08-30 price = 4,60, 1Q profit 15,350,000, eps = 18,25 (already published)
3) 2013-11-30 price = 6.00 in the second quarter to earn 10 million, eps = 11.8 (projected)
4) 2014-02-28 price = 7.00 in the third quarter to earn 10 million, eps = 11,8 (projected)
5) 2014-05-30 price = 8.00 in the fourth quarter to earn 10 million, eps = 11,8 (projected)
Total 2014 annual profit 45,350,000, eps = 53,6, price 8,00, pe = 15 times
6) with nine months to earn nearly 70% of the capital appreciation opportunities -
4,60 approach, nine months later (2014-05-30) If 8,00 out and earn 3,30 (net of expenses), very attractive.
7) for reference, and out of conceit.

Posted by jvhuat99 > 2013-08-26 12:40 | Report Abuse

Drop ? Time to grab more kah

Posted by ipomember > 2013-08-26 16:04 | Report Abuse

http://finance.yahoo.com/news/tiong-nam-frost-sullivans-2013-034300632.html

Sounds good but i think the market prefers its property development sector.

Posted by dknycom > 2013-08-26 16:50 | Report Abuse

What happened?

Posted by volks2 > 2013-08-26 16:59 | Report Abuse

correction?

Posted by Elves > 2013-08-26 22:29 | Report Abuse

这几天怎么跌了那么快呢？

Posted by volks2 > 2013-08-27 10:27 | Report Abuse

3.82, good chance to enter?

Posted by Stock Operator > 2013-08-27 16:59 | Report Abuse

no.

Posted by Elves > 2013-08-28 18:57 | Report Abuse

Good chance to enter now ?

Posted by volks2 > 2013-08-29 09:19 | Report Abuse

whoever entered at 3.36-3.50 are now laughing to the bank...missed the boat

Posted by JXRepcoBuffet > 2013-08-30 13:46 | Report Abuse

Mr. Er, any changes to TNLogis target if QE3 is tappering off?

Posted by erkongseng > 2013-08-30 17:13 | Report Abuse

东南 8397，一支令人又爱又恨的股，下跌，不怕，不怕，有標青的业积作后盾，又回来了，哈哈。

Posted by Stock Operator > 2013-09-04 10:30 | Report Abuse

chairman buy himself. low vol. counter... he control all the shares. want up or down he dictates.

Posted by erkongseng > 2013-09-06 17:24 | Report Abuse

欢迎上车，东南会给你欢喜的，趁低进入，4,10 加码，离股东大会（14-09-2013）只剩5天交易日，股价多少有些作为，哈哈。

Posted by volks2 > 2013-09-17 15:27 | Report Abuse

engine restarted...

Posted by erkongseng > 2013-09-17 17:34 | Report Abuse

8397 tnligis 4,35 谢谢myvan 兄的抽空出席与分享,并问了产託一亊,老板娘说继续收住票,哈哈,这答案很好,说明公司有前途,值得啦.http://www.investalks.com/forum/viewthread.php?tid=18466&pid=2637196&page=35&extra=page%3D1#pid2637196

Posted by erkongseng > 2013-09-17 18:41 | Report Abuse

Sunday, July 8, 2012

东南物流 传10亿产托明年上市
（吉隆坡8日讯）知情人士透露，东南物流（TNLOGIS，8397，主要板贸易）大股东探讨，将供物流用途货仓及已出租的房地产，以产业信托（Reit）方式于明年上市马股，潜在估值料达10亿令吉，料一跃为国内最大型产托。
　英文财经周刊《The Edge》引述相关金融执行员报导，即将注入上述产的资产，料都是东南物流大股东王永业（译音）私人持有的业务。
　“另有一个可能，即部分东南物流资产，或也将一并注入其中。”
　报导说，王永业为TNTT实业公司（TNTT Realty）创办人兼董事经理，连同妻子杨锦琳（译音）为东南物流大股东，共持有15.24%持股。
　报导称，上述产托计划于明年登场马股，一旦成事将成国内最大型产托，潜在规模高达10亿令吉。
　“据称，马银行投资银行已受委处理这宗产托上市案。”
　根据东南物流网站，旗下房产分别坐落在柔佛、槟城、马六甲、彭亨、雪兰莪与玻璃市，甚至海外如新加坡、泰国与中国也有资产，总面积逾600万平方英尺。

Posted by erkongseng > 2013-09-18 17:45 | Report Abuse

东南这次相伩会开往5,00元的路上，哈哈

Posted by CityTrader > 2013-09-18 21:26 | Report Abuse

congrats to u Mr Er.

Posted by JXRepcoBuffet > 2013-09-19 09:12 | Report Abuse

Congrats.....

Posted by JXRepcoBuffet > 2013-09-19 11:27 | Report Abuse

（吉隆坡18日讯）东南物流（TNLOGIS，8397，主板贸服股）建议进行一系列企业活动，包括拆股、发行凭单以及修改公司章程。

根据文告，该公司计划把目前的1股分拆为5股，每股面值从1令吉改为20仙。

目前，该公司的缴足股本为8410万3400令吉，包括8410万3400股。

完成拆股活动后，该公司的缴足股本保持不变，但股票量将增至4亿2051万7000股。

该公司说：“过去3个月，股票交易价平均为3.79令吉，公司建议分拆股票将可提高股票流动量，让投资者可接触公司股票。”

该公司计划在完成拆股活动后，以2股配1凭单方式，发行2亿1025万8500张凭单，预计可借此筹集4205万1700令吉现金。

配合上述活动，该公司还建议修改公司章程。

Posted by erkongseng > 2013-09-19 18:38 | Report Abuse

1) 原来是这回事，我己出售东南，待完成拆与warrant上市后才决定是否再上车,
2)为了把资本增值最大化,己转入 guh 3247--1,54
3)红股2送1的效应大,guh 肯定继续上升,估计2元,
4)不用出钱(红股)怎样都好过出钱(东南购warrant),因而我决定出售东南.
5)愿各位一路顺风.

Posted by JXRepcoBuffet > 2013-09-19 21:46 | Report Abuse

Mr. Er, i thought target is RM5 or perhaps RM8 after 2 yrs? what's the reason behind if TNL 以2股配1凭单方式，发行2亿1025万8500张凭单?