Posted by Striker90 > 2018-08-14 21:48 | Report Abuse

http://instant.com.my

Posted by Striker90 > 2018-08-14 22:27 | Report Abuse

http://www.pinetreemarinaresort.com/?page_id=340

Posted by Striker90 > 2018-08-14 22:28 | Report Abuse

Hotel review consider very good, anyone know whether the Hotel revenue will be park under TNLOGIS?

Posted by Larrytrader > 2018-08-14 22:34 | Report Abuse

From 1.82 to 1.02 I am stuck

Posted by Striker90 > 2018-08-15 01:02 | Report Abuse

你去买，ZARA /11street/goshop 或打电话去问这些公司就可以知道了，得空帮你问哈哈

Posted by Striker90 > 2018-08-15 01:04 | Report Abuse

不过我猜这些都不是TN的顾客， 去看 INSTANT.com, TN 经营模式不同，不像其他last mile delivery, 长远来看更加有潜能，已经跟对手走不同路线了

Posted by Striker90 > 2018-08-15 01:05 | Report Abuse

听说AMway是他的顾客，所以你也可以去打听

Posted by Striker90 > 2018-08-15 01:07 | Report Abuse

E -commerce 潜能巨大，好多人还在加入这个行业，物流非常竞争，有最大最多warehouse 是 TN巨大优势，将来靠租借warehouse 都赚了

Posted by Striker90 > 2018-08-15 01:10 | Report Abuse

TN 很多年前就在JB发展，也有有大量地皮在那里，认识/投资IWCITY 没什么出奇，单纯看好JB发展，就好像TN自己也搞房产

Posted by Striker90 > 2018-08-15 01:14 | Report Abuse

个人认为如今股价已经非常吸引人，扣除这三年的大肆发展，加上一带一路, last mile delivery, 房产等等，可是股价已经是在5年低点

Posted by Striker90 > 2018-08-15 01:17 | Report Abuse

下跌风险已经大大减少，买在低点，等待收成

Posted by Striker90 > 2018-08-15 01:25 | Report Abuse

短期利好: 即将公布财报盈利极大可能 比 YOY, QOQ 都来的好， tun马 访问中国再次拜访马云，Alibaba旋风也能再次推动物流公司股价

Posted by Kymkym > 2018-08-15 08:28 | Report Abuse

Buy and hold

Posted by Striker90 > 2018-08-15 14:38 | Report Abuse

近期物流的确竞争非常大，只有把自己定位在不同或更加高端的顾客群才能脱颖而出，TN这方面的确做的不错，朋友多点耐心吧

Posted by Striker90 > 2018-08-15 14:39 | Report Abuse

Warehouse扩建需要时间，当他要建好了你选择离开?

Posted by Striker90 > 2018-08-15 14:41 | Report Abuse

要卖的票其实不多，只是最近人们忘了物流板块，毕竟盈利因为竞争及扩充而导致下降， 还是那句，买在低点(或觉得物有所值的价位)

Posted by Striker90 > 2018-08-15 15:16 | Report Abuse

http://m.gmw.cn/2018-06/20/content_29362797.htm?s=gmwreco

Posted by Striker90 > 2018-08-15 15:16 | Report Abuse

马云说，菜鸟不与任何物流公司竞争，而是建立物流网络。这张网络需要连接所有的物流公司，包括马来西亚本土的物流公司，使他们能够在本国和全球高效运输。

Posted by Striker90 > 2018-08-15 16:41 | Report Abuse

1.5M queue sell at 1.01, what you trying to tell ? Lol

Posted by hoongkk > 2018-08-15 19:46 | Report Abuse

Agm 25 August?

Posted by Kymkym > 2018-08-15 22:06 | Report Abuse

Tomorrow up up up

Posted by Kymkym > 2018-08-16 12:15 | Report Abuse

Are u ready....1.15

Posted by lemonyutaka > 2018-08-16 14:12 | Report Abuse

Kymkym - now only 1.0 and u think when can reach 1.15 ?

Posted by Kymkym > 2018-08-17 08:39 | Report Abuse

Lemonyutaka..... Hold for awhile, wait and see

Posted by lemonyutaka > 2018-08-17 10:42 | Report Abuse

很奇怪，大市好竟然到10.40am 现在一笔成交量都没有，各位有何意见?

Posted by Striker90 > 2018-08-17 15:22 | Report Abuse

怕是它起的时候你来不及追咯

Posted by Striker90 > 2018-08-17 15:23 | Report Abuse

了解公司，了解行业，买在低点，控制风险，等待收获

Posted by Striker90 > 2018-08-21 08:42 | Report Abuse

Anyone knowing how the work progresssion for TN warehouse in Laos?

Posted by Yael Jasper > 2018-08-21 11:20 | Report Abuse

All stocks are green today.we may see minimal growth. Worth to invest

Posted by Striker90 > 2018-08-21 11:30 | Report Abuse

210M of WC right issue at price of 0.20 cents with exercise price of 1.00

Posted by Striker90 > 2018-08-21 11:31 | Report Abuse

My wild prediction for short term player, co is in expansion period and hot money is needed and is in the mgm plan to raise money through this WC

Posted by Striker90 > 2018-08-21 11:37 | Report Abuse

Somehow the mgm will make the price justifiable

Posted by nnMM > 2018-08-23 12:18 | Report Abuse

HONG KONG (Aug 23): China Logistics Property Holdings (CNLP), backed by e-commerce giant JD.com Inc, plans to set up funds with industry players to co-invest in warehousing projects in a bid to ease capital pressure and double its domestic market share.


CNLP said it is partnering with LaSalle Investment Management Asia, a unit of global property services firm Jones Lang LaSalle, in a fund that will invest up to US$300 million over five years into China warehouses.

The company is looking to set up at least four more funds in three years and is in talks with investors, Chairman and President Li Shifa told Reuters on Wednesday.

It aims to boost the firm's domestic market share to 20% over 3-5 years, he added.

The plans to use co-funding to fuel an expansion comes at a time when China's logistics industry is seeing a surge in demand for warehousing and delivery from e-commerce behemoths such as Alibaba and JD.com.

The sector is currently quite under supplied, with Jones Lang LaSalle estimating China's modern warehousing area at only a quarter of US levels.

"The cooperation can reduce CNLP's capital pressure, laying down a wider (financial) platform for our next development," Li said. The company's capital expenditure in 2017 was 2.2 billion yuan (US$320 million).

CNLP's fund with LaSalle can develop a gross warehousing floor area of up to 600,000 square meters, or the size of about 80 soccer fields.

After five years, LaSalle can "exit, acquire, or sell" its stake in the projects, or extend the fund period, Li said.

EXPANSION PLANS

CNLP, ranked No.2 among China's logistics property developers by consultancy Cushman & Wakefield with a 7% market share, wants to boost its gross floor area to 10 million square meters in three years from 3 million now.

It is also aiming to expand to countries such as Vietnam, Cambodia, Indonesia and Malaysia in the future.

Li said he does not expect JD.com's plan to shift management of its warehousing assets to a separate unit to impact China Logistics. The online retailer is a major client and will use CNLP's warehouses as a priority, he added.

In April, JD.com bought an almost 10% stake in the logistics firm for US$115 million.

Commenting on China's trade spat with the United States, he said there has been very limited impact on the company because it focuses entirely on domestic consumption.

"China domestic demand is still strong; we feel that even if the trade spat intensifies, it may only impact the tariff-free zones," Li said, referring to the eleven free trade zones in the country that focus on import and export

Posted by Striker90 > 2018-08-23 20:22 | Report Abuse

Wow nnMM, nice article sharing.. You are studying regional logistic outlook, goodjob!

Posted by Striker90 > 2018-08-23 20:23 | Report Abuse

TNLOGIS foresee exactly CNLP/JD , and aldy doing what they wish to do or expand.. Goodjob TNLOGIS

Posted by Striker90 > 2018-08-23 22:17 | Report Abuse

http://www.theedgemarkets.com/article/jdcombacked-china-logistics-property-eyes-coinvestments-expand-cut-expenses

Posted by henry1112 > 2018-08-24 13:58 | Report Abuse

hi everyone! im new to TNLOGIS.

Posted by lemonyutaka > 2018-08-24 15:18 | Report Abuse

Alex5398 YoY 去年业绩最烂， QoQ 第二烂， 不可能再烂吧？ 话说不是房地产卖的很好吗 在免GST 期间。 还有可能业绩炸弹？

Posted by lemonyutaka > 2018-08-24 15:20 | Report Abuse

hope anyone have attend AGM, please update the AGM results here. Thanks

Posted by Striker90 > 2018-08-24 19:19 | Report Abuse

@Alex, 你是TN的客户?

Posted by Striker90 > 2018-08-26 11:09 | Report Abuse

有在TNLOGIS 做工的吗？

Posted by 天龙八部≈ 扫地僧 > 2018-08-26 13:03 | Report Abuse

有，之前当清洁卫生工人

Posted by Striker90 > 2018-08-26 14:11 | Report Abuse

在哪个warehouse?

Posted by henry1112 > 2018-08-27 14:19 | Report Abuse

的确是听说过管理层态度和表现欠佳，不过看了年报和近几个月的有关新闻觉得还是有潜质。太多因素顾及不来，该做的都做了，如果还是沉船我也认命了呵呵

Posted by Striker90 > 2018-08-27 15:03 | Report Abuse

https://www.jobstreet.com.my/en/companies/439829-tiong-nam-logistics-solutions/reviews

Posted by Striker90 > 2018-08-27 15:04 | Report Abuse

Review 还是不错的，大家投诉的是工作多，福利不够好，不过这些东西在投资者看来是好事呀

Posted by henry1112 > 2018-08-27 16:01 | Report Abuse

Striker90 谢分享

Posted by Striker90 > 2018-08-27 18:05 | Report Abuse

Result is out, another boring quarter

Posted by lemonyutaka > 2018-08-27 18:16 | Report Abuse

Qr no surprise.

Posted by lemonyutaka > 2018-08-27 18:17 | Report Abuse

有机会变 “仙”股