Posted by Molek Nan Fang > 2016-09-24 03:40 | Report Abuse

若不计算凭单转换成母股,以现有股数计算, Target price达RM2.74!!

Posted by Molek Nan Fang > 2016-09-24 03:47 | Report Abuse

(1)以RM2.16计算,Warrant值得RM1.16, 涨幅可达65% (2)以RM2.74计算, Warrant值得RM1.74, 涨幅可达惊人的148% !! 买TNLOGIS-WC来收两个月, 回酬将会很可观。各位别走宝了噢!

Posted by Jmin Lim > 2016-09-26 10:03 | Report Abuse

bought ! now waiting

Posted by Jmin Lim > 2016-09-26 14:37 | Report Abuse

drop le =(

Posted by VitaminM > 2016-09-26 23:07 | Report Abuse

When listing of REIT, will the warrants affected? Buy mother or warrants better?

Posted by manstar > 2016-09-26 23:40 | Report Abuse

i wan 2 knw aso...
only afford warrant

Posted by vioscity > 2016-09-27 10:40 | Report Abuse

Punctured again

Posted by Lee Yih Yeong > 2016-09-27 10:52 | Report Abuse

lorry langgar lembu

Posted by yktay1 > 2016-09-27 12:16 | Report Abuse

bye bye RUNNNN

Posted by yktay1 > 2016-09-27 14:36 | Report Abuse

bye bye bye or buy buy buy??

Posted by inikalilah888 > 2016-09-27 15:12 | Report Abuse

give u chance to collect more, hahaha

Posted by lee9fold > 2016-09-29 14:54 | Report Abuse

collect now before it continues to climb further

Posted by Molek Nan Fang > 2016-09-29 15:46 | Report Abuse

TNLogis 2.10 ; TNLogis-WC 1.10 (Target price for both of them within 3 months)

Posted by wisdomtot > 2016-09-30 12:17 | Report Abuse

Short term still at risk as chart may be forming expanding triangle pattern , unless break above 1.75. If drop below 1.65, likely will head downwards(~1.50) to complete last correction leg of expanding triangle. Mid to long term uptrend remains intact.

Posted by lee9fold > 2016-09-30 13:49 | Report Abuse

downside risk limited

Posted by smartrader2020 > 2016-10-04 11:17 | Report Abuse

http://klse.i3investor.com/blogs/discoverychannel/105667.jsp

Posted by LanSeeBoy > 2016-10-05 14:40 | Report Abuse

Mgt badly advised by inv bankers simply dying for biz. Doing a REIT on their warehouses sucks. Look at land-scarce Singapore...their listed REIT (industrial) are dying...REITs in Msia will never take off like Singapore.

Posted by tsh123 > 2016-10-07 12:33 | Report Abuse

means good? but y price dropped huh?

Posted by Molek Nan Fang > 2016-10-08 14:08 | Report Abuse

Listed company won't do a major decision merely based on the advice fr Investment Bank. Pls don't be so naive.

Posted by Molek Nan Fang > 2016-10-08 14:11 | Report Abuse

TNLogis has been wanting to list their warehousing asset on REIT since yr 2012. Now is the best timing to do so, judging from the overall environment conditions.

Posted by Molek Nan Fang > 2016-10-08 14:14 | Report Abuse

Furthermore, I have consulted my friend who is an experienced investor in Sg. Industrial REITs in Sg are doing well and their annual returns have been consistently maintaining at ard 7% pa.

Posted by Molek Nan Fang > 2016-10-08 14:18 | Report Abuse

Share price of TNLOGIS has been controlled lately. Once the application has been submitted by the end of this month, it's price is expected to soar. Street consensus target price is at least RM2.

Posted by Molek Nan Fang > 2016-10-08 14:20 | Report Abuse

I have been accumulating its Warrant-C at 0.66. Target price will be above RM1.

Posted by hotdogge > 2016-10-11 15:18 | Report Abuse

old news
http://www.sinchew.com.my/node/1563544/产托年杪将上市%EF%BC%8E东南物流有望派21仙特别息

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（吉隆坡2日讯）东南物流（TNLOGIS,8397,主板贸服组）在物流库存以及产业部门支持将会迎来获利成长，并会在10月宣布把旗下货仓资产分拆为产业信托（REIT）上市以降低负债率，分析员认为此举除了降低债务外，也让该公司有能力派发每股21仙特别股息的可能。

10月申请上市

根据汇报会，让公司管理层透露产业信托的上市，预计在10月杪宣布，该公司对货仓的估值预计本月杪完成，预料可在10月向证券监督委员会提呈上市申请。

负债降至0.57倍

达证券表示，这项分拆上市计划最迟在明年初可完成，而除了降低集团负债至0.57倍，还有剩余的现金，估计每股21仙，会当特别股息回馈给股东。

丰隆研究认为，这项分拆上市计划对该公司股价是催化素。

管理层透露其仓库建筑费用一共举债2亿5000万令吉，分析员预测该公司只会持有相当联号公司股权，足以减少其负债，并可能把剩下8850万令吉（每股21仙），用来特别派发股息。

物流和仓储业务部份，达证券认为随着新自动化存储以及检索系统（ASRS）将在今年10月完成以及PineTree住宅项目入账，其获利会有更好表现。

根据管理层透露资讯，该公司2017年第二季的PineTree项目将会完成至30%，这将会为该公司带来4040万营业额，比公司上一季产业领域营业额多出75.8%。

该公司的ASRS系统将在今年10月开始运作，初步订单将来自该公司其他位于巴生河流域一带的租用仓库。管理层相信其ASRS使用率在2017年底时会达到75%。

丰隆则表示，在中国智慧型手机和日本汽车物流订单的支持下，该公司会获得更好的赚幅，这有助于该公司2017年第二季表现。

Posted by Lincorn Matthieu Seven > 2016-10-11 20:05 | Report Abuse

warrants good! Mother up how much, warrants direct follow

Posted by Molek Nan Fang > 2016-10-18 10:55 | Report Abuse

已准备就绪,随时启动申请上市程序。

Posted by Molek Nan Fang > 2016-10-20 12:00 | Report Abuse

今天Kenanga IB也出来为TNLOGIS背书了。这间投行有个特点, 它不看好的公司, 股价就会在短期内开始上升。这些都是有幕后议程(hidden agenda)的。它给的目标价是: 1) 1.76 (REIT没有上市) 2) 2.08 (REIT上市)。让时间给我们最后答案吧!

Posted by Max Tan > 2016-10-21 15:10 | Report Abuse

Oct2016 only leave 1 week to finish, will tnlogis get ready to announce its REIT ? I doubt...

Posted by inikalilah888 > 2016-10-21 16:17 | Report Abuse

Everyone loss patient d...

Posted by smartrader2020 > 2016-10-23 09:30 | Report Abuse

Top 10 small-mid cap investment
http://klse.i3investor.com/blogs/discoverychannel/106954.jsp

Posted by Molek Nan Fang > 2016-10-23 12:50 | Report Abuse

再次证明TNLogis值得RM2.10以上。以1.10计算其凭单合理价,拥有70%上涨空间。接下来的季度财报非常值得期待。RM0.65继续加码。

Posted by gthhh > 2016-10-24 19:15 | Report Abuse

ini kalilahhhh... monopoly sure gonna up one day.. wait nia

Posted by Molek Nan Fang > 2016-10-24 23:42 | Report Abuse

今天成交量显示庄家在1.61-1.62累计母股的现象; 共计1.5Mil资金流进TNLogis。

Posted by Molek Nan Fang > 2016-10-25 18:24 | Report Abuse

Another fund inflow of 1.3Mil today. High chance by this week.

Posted by Molek Nan Fang > 2016-10-26 17:20 | Report Abuse

第三天了!! 今天又有1.7Mil的资金流入东南的母股和凭单了。其走势呈现蠢蠢欲动之势。未来几天有机会爆发吗? 从成交量和资金流入来分析的话, 是有机会的。

Posted by Molek Nan Fang > 2016-10-27 18:52 | Report Abuse

庄家继续累计母股和凭单,今天再有1.5Mil资金流入。股市就是一个考验耐心的好地方。

Posted by surewinz > 2016-10-28 16:34 | Report Abuse

tnlogis consolidate in such a tight price range...zzz

Posted by surewinz > 2016-10-31 10:10 | Report Abuse

huat day liao

Posted by surewinz > 2016-10-31 12:06 | Report Abuse

will break 1.7 aftnernoon session today

Posted by Molek Nan Fang > 2016-10-31 14:30 | Report Abuse

截至早市, 一共有2.22Mil资金流入东南物流的母股和凭单。午市的表现值得期待!

Posted by inikalilah888 > 2016-10-31 16:43 | Report Abuse

More to come i guess, cheer!!!!

Posted by Molek Nan Fang > 2016-10-31 17:27 | Report Abuse

今天高达6百万资金流入东南母股和凭单。很美的收市价, 加上成交量的突破。注意TNLogis-WC,有折价,值得追涨。

Posted by necro > 2016-11-01 10:41 | Report Abuse

2018 ONLY REITs COME OUT...THATS ONLY PROPOSAL...KENCING KUAT!!!!

A Potential REIT-play? Management has expressed their intentions of disposing 31 warehouses (RM665m in value) into a REIT. Cash from the disposal will be used to pay off related debts of RM246m - arriving to a net cash impact of RM310m, after taking into account TNLOGIS’ suggested stake of 26%. Guided target yield is at c.6%. Comparatively, our in-house valuations have given its closest peer AXREIT a target yield of 5.45%. However, we reckon that it may only be finalised in late-FY18, given that it is still at early valuation stage. Thus, we have excluded it from our current valuation. Nonetheless, any substantial materialisation on the REIT would serve as a major re-rating catalyst. Our post-REIT hypothetical valuation gives a fair value of RM2.08 (32.0 sen premium to current fair value), after adjusting for logistics and warehousing earnings to exclude the warehouses, while including the net-cash impact from the REIT-spinoff into the valuation.

Posted by Sazai > 2016-11-01 14:46 | Report Abuse

target pe=10

Posted by Molek Nan Fang > 2016-11-01 14:51 | Report Abuse

终于破新高了!! 单单一个早上就高达7.2Mil的资金流入东南母股和凭单了。Kenanga给的目标价1.76已经到达,相信它的朋友们是时候套离场了。我在想这几天这么多的资金不断累计流入东南物流, 应该不止是在1.76就满足了吧?!

Posted by Molek Nan Fang > 2016-11-01 15:09 | Report Abuse

Warrant- C和母股有着5分的差价。母股若继续往上攀升,凭单将是不错的选择。

Posted by hotdogge > 2016-11-07 21:46 | Report Abuse

http://www2.theedgemarkets.com/my/article/东南物流推新路线通往中国?type=新闻

Posted by Jmin Lim > 2016-11-10 18:16 | Report Abuse

今天没什么动哦

Posted by Loo Ken > 2016-11-12 11:56 | Report Abuse

The deal only finalize in late of 2018, means they won't push to 2.0 in near future? Unless result play

Posted by inikalilah888 > 2016-11-14 15:05 | Report Abuse

tyre puncture d...habis la