Posted by keyin > 2018-05-14 22:21 | Report Abuse

Haha . David loss in hsl.angry . Scold around

Posted by slee > 2018-05-16 14:14 | Report Abuse

一家业绩明显由坏变好的公司，往往最具爆发力。但这样的公司不易找，一来股价常提前反映，二来业绩转好时机极为难测。然而，本期《股海捞月》幸运地捞到一家。业绩翻盘在望，股价却企近年低点的，就是开始破茧蜕变的实康（SALCON，8567，主板贸服组）了。
水务、地产、科技、交通、旅游
业务多元

成立于1974年的实康，是国内著名水务工程专家，从水务项目的设计、建筑、营运至维修维持等工作都能一手包办，成立至今已在区域各国成功执行了超过900项水务和污水处理项目，在业界极具盛名，是各类大小水务工程的长期赢家。

精通水务的实康原本在中国拥有6项水务资产，惟2013年决定以近5亿2000万令吉悉数脱售套现，拿回大量现金；完成脱售后，现金充沛的实康除继续在国内和区域发展核心水务业务，也开始网罗高赚幅新业务，至今涉猎了地产、科技、交通和旅游市场。

多元化策略下，实康率先相中的是产业领域，该公司执行董事拿督梁国华曾坐镇实达集团（SPSETIA，8664，主板产业组）董事部，和当代产业界红人丹斯里刘启盛一起打天下，梁国华目前也是绿盛世（ECOWLD，8206，主板产业组）的副主席，实康和绿盛世这几年两度在产业项目上展开合作，相信正是梁国华搭的桥。

此外，实康还收购了Volksbahn科技的50.1%股权，这家提供光纤电缆和通讯服务的公司是国家基建公司（Prasarana）的合作伙伴，目前正负责替巴生河流域108公里的轻快铁（LRT）和单轨火车（Monorail）线路安装光纤电缆，全面竣工后将获15年经营期，国内各电讯公司料都会成为该光纤基建的租户。

亚通（AXIATA，6888，主板贸服组）旗下电讯塔臂膀Edotco公司甚至还委任Volksbahn协助光纤化其位于轻快铁和单轨火车周边半径2～5公里内的通讯台，并给予10年经营期，这又是另一支经常性收入源流。

Volksbahn把自己定位为独特的“精明城市基建与服务供应商”，放眼捕捉精明城市概念所衍生出的各种商机，其光纤基建除会出租给电讯公司，未来也放眼直接替大小企业提供商业以太网（Ethernet）和无线服务，产业发展商和市政机构也是目标服务对象，业务潜能极佳，是可成大器的公司。

另外，实康去年收购的子公司北京信联移通公司，也获大马旅游局委任在阿里巴巴（Alibaba）旗下旅游臂膀飞猪旅行（Fliggy.com）网站中开设大马旅游馆，协助宣传大马旅游业，也替实康打开旅游业务大门，捕捉中国来马游客大增所衍生的巨大商机。

实康还染指交通业务，透过子公司Eco-Coach & Tours提供环保交通服务和生态旅游服务，这家公司强打的是环保交通概念，旗下约有160辆供载客的环保交通工具，包括巴士、货车、休旅车和客车，知名国际公司如英特尔（Intel）、威腾电子（WesternDigital）等，都是Eco Coach的长期顾客。

鉴于需求增加，Eco-Coach去年增购了30辆货车和4辆巴士。

预算案拨款逾18亿发展水务

在前周公布的2018年预算案中，政府除了宣布拨款4亿2000万令吉发展水务基建，还另拨相信是历来最高的14亿令吉供无收益水（NRW）项目，确保国内无收益水在2020年降至25%目标；不过，市场并没注意到实康正是此拨款的潜在赢家。

翻开过往纪录，政府在2015年预算案中只为无收益水计划拨出1亿令吉，今年则拨出5亿令吉，明年则激增至14亿令吉，拨款激增显示政府越来越重视此问题，这对觊觎相关商机的实康来说无疑是好消息。

过去两个月，实康共赢得两项无收益水计划下的水管替换工程，合计值2647万令吉。

今年6月，梁国华曾向媒体透露实康仍握有6亿4500万令吉未执行订单，足以确保公司未来3年保持忙碌，另外也正在海内外竞标总值22亿令吉的水务相关工程。

目前，投资者对水务股的兴趣，因雪州水务整合计划迟迟未能通过最后一关──完成收购雪河公司（SPLASH），而一直无法升温；不过，鉴于政府已成功收购其余水务资产，拿下SPLASH料是迟早的事，毕竟眼下仅剩出资问题待解决而已。

待雪州水务整合圆满落幕时，市场镁光灯相信会射向实康，因水务整合耽搁间接拖慢了各项水务发展计划，如价值庞大的冷岳2滤水站的第二阶段工程就延迟颁布，而与联营伙伴携手拿下首阶段工程的实康被分析员看作是此合约的夺标热门。

新业务过渡期
水务订单未进账

尽管涉猎颇广，但实康对各新投资的管理都非常到位，所有新业务都有强大伙伴及客户支持，大大提升成功率，资本支出亦非常严谨，使积极开疆辟土的实康截至今年6月杪止依然掌握1亿3386万令吉净现金在手，相当于每股19.7仙，占股价近半。

1.33亿现金在手

而且，随发展值约1亿6000万令吉的士拉央Res280产业计划竣工在即，目前被归类作“货存”的大笔发展成本预计很快变现，进一步提升实康手上的银弹。

自脱售中国水务资产以来，实康业绩就一直没有突破，近几季更陷入亏损，致股价明显回调，创4年半新低；不过，业绩低迷纯粹只因新业务处过渡期，及新水务订单未进账的缘故，问题仅出在时机。

鉴于产业计划铁定会在今年内进账，光纤电缆亦预计在今年内全面安装完毕，收割期将至，实康业绩基础正在迅速转好中，何况其未执行水务订单价值是2016财政年集团营业额的6倍以上，在在显示实康翻身本钱很雄厚，时机也即将成熟。

虽然业绩翻身在望，可实康股价目前却只比4年半低点稍高一些，只以账面值的0.58倍交易，显然未反映潜在利好。因此，实康截至今年3月杪的股东名册里出现多位知名企业家和基金经理名字，并不让人意外。

现金充沛，管理记录佳，业务潜力大，股价谷底徘徊。符合这些条件的公司，试问马股还剩几家？

随2017年接近尾声，那些可望在2018年发光发热的公司，估计会渐渐引起关注；因此，若本月公布的第三季业绩一如预期般翻盘，实康就很有机会在众多公司里脱颖而出，以受瞩目的新星姿态昂首迈向2018年。

Posted by Sebastian Sted Power > 2018-05-18 01:28 | Report Abuse

only hopefully next week QR wont so ugly..Otherwise all swim naked will be floating

Posted by Tham Hoe Yean > 2018-05-19 08:46 | Report Abuse

Don worry, next QR will stll as ugly as usual.

Posted by keyin > 2018-05-19 12:24 | Report Abuse

Worry

Posted by cutie > 2018-05-21 22:27 | Report Abuse

Malaysia is the ninth largest market worldwide for Chinese tourists’ overseas spending as recorded by Alipay, a third-party mobile and online payment platform offered by Ant Financial, an affiliate company of Alibaba Group.

The transactions, which was recorded during the May Day holiday period, also saw Malaysia beating more developed markets like the United States.

The three-day annual holiday, celebrated in China, saw Alipay process five times as many in-store transactions overseas than 2017.

“Despite only being introduced to Malaysia in May last year, the country made its mark by becoming one of the top ten countries for transactional volume recorded, with an average per-capita spend of 1,021.18 renminbi or RM635.97,” it said.

Active in the local Malaysian e-wallet industry since its introduction, Alipay is now accepted in over 18,000 mechants nationwide.

Posted by slee > 2018-05-24 11:22 | Report Abuse

突破，回调。。是时候加马了

Posted by slee > 2018-05-24 11:31 | Report Abuse

另一点是，有股息和红股支撑。。是不会跌到哪里去的。。。

Posted by keyin > 2018-05-25 13:31 | Report Abuse

Cham result coming soon

Posted by slee > 2018-05-28 09:14 | Report Abuse

No too worry about report. Result 2018 should batter then 2017. Some more is net cash company.. as long as have holding power. Should not drop much d, have bonus issue n dividend as support...

Posted by husky88 > 2018-05-29 11:21 | Report Abuse

Splash bring any benefit for salcon?

Posted by Tham Hoe Yean > 2018-05-31 13:58 | Report Abuse

QR out already?

Posted by keyin > 2018-05-31 17:31 | Report Abuse

Out.Very bad

Posted by davidkkw79 > 2018-05-31 17:34 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5810865

Posted by newbiehk2014 > 2018-05-31 18:09 | Report Abuse

still in loss....

Posted by roberttan1006 > 2018-05-31 19:46 | Report Abuse

Several ongoing projects haven't paid off yet .Be patient.

Posted by newbiehk2014 > 2018-05-31 20:06 | Report Abuse

but got money to give dividend and bous issues and warrant. wont be that bad

Posted by Tham Hoe Yean > 2018-05-31 22:59 | Report Abuse

Hope for selangor water issue settling soon after all cabinets are formed.

Posted by keyin > 2018-05-31 23:34 | Report Abuse

Crashed

Posted by newbiehk2014 > 2018-06-01 06:48 | Report Abuse

if crash can buy cheap

Posted by keyin > 2018-06-01 09:11 | Report Abuse

You can all in, tqtq

Posted by johnmaster2017 > 2018-06-01 12:50 | Report Abuse

Ok in

Posted by keyin > 2018-06-01 14:47 | Report Abuse

In more please

Posted by newbiehk2014 > 2018-06-01 17:20 | Report Abuse

I am keyin keyin.....

Posted by keyin > 2018-06-06 19:23 | Report Abuse

Sleepy stock, very boring

Posted by slee > 2018-06-07 23:18 | Report Abuse

Rebound should at corner d..

Posted by slee > 2018-06-08 15:59 | Report Abuse

MACD very near golden cross d...

Posted by keyin > 2018-06-09 10:16 | Report Abuse

Haiz, always drop one lo. Got good news also drop. Bad news also . Eat shit

Posted by slee > 2018-06-10 22:42 | Report Abuse

By technical view is very nice d.. should between this two days..i believe..

Posted by davidkkw79 > 2018-06-10 22:48 | Report Abuse

Trap

Posted by keyin > 2018-06-10 22:55 | Report Abuse

Trap by davidkkw79

Posted by slee > 2018-06-12 22:30 | Report Abuse

Buy...

Posted by keyin > 2018-06-13 17:29 | Report Abuse

No up lol

Posted by slee > 2018-06-13 21:35 | Report Abuse

Today close on double doji candles
双十字星理论
股票在一个上升波段的初期，如果在5 日均线上方连续收出2根缩量的十字星K 线，这种“双十字星”走势的出现是股票开始上涨的信号，具有短线介入的投资机会。
一、形成条件
1、双十字星要出现在股价经过一定的调整，之后又温和放量收出1根至3根中阳线重新开始一个上升波段后；
2、2根缩量的十字星K 线均在5 日均线上方，第二根十字星K 线后的5日、10日、20日均线呈多头发散状态。
二、市场意义
股价经过了一定的调整之后温和放量收出1 至3 根中阳线，股票又开始了一个上升波段，说明前期的调整是主力资金在进行洗盘，温和放量是主力资金又在加仓，2根双十字星K线的出现是主力资金拉升前的又一次强势洗盘，因此在出现双十字星时都没有跌破5日均线。
三、买入时机
在双十字星走势出现后积极买入，短线持有。
四、注意事项
1、双十字星中的十字星K线，可以是2根阳十字星，也可是2根阴十字星，或者是1根阳十字星加1根阴十字星；
2、如果双十字星K线处放量过大，不宜介入，观望为主。

Posted by keyin > 2018-06-14 10:53 | Report Abuse

Slee, you buy more lor

Posted by slee > 2018-06-17 15:51 | Report Abuse

OK lo.. 10yr chat now can consider bottom n consider is strong support range. 0.4

Posted by husky88 > 2018-06-17 17:17 | Report Abuse

Chart cheated

Posted by ckh823 > 2018-06-18 00:54 | Report Abuse

slee. seem no moving in the past few days.

Posted by keyin > 2018-06-18 11:09 | Report Abuse

Slee chart failed

Posted by stteck > 2018-06-18 11:21 | Report Abuse

No right or wrong for any supporter of salcon, i once a loyal supporter for Salcon, maybe a 8 years holding period is not enough, but Salcon has never excited me in its performance.

Posted by OngLai88 > 2018-06-20 21:02 | Report Abuse

Selangor MB optimistic of resolving water restructuring issue next month

http://www.theedgemarkets.com/article/selangor-mb-optimistic-resolving-water-restructuring-issue-next-month

Any effect on the share price of Salcon ????

Posted by slee > 2018-06-22 07:12 | Report Abuse

For me,overall market weak but for salcon still able sustain consider not bad d...

Posted by husky88 > 2018-06-25 14:39 | Report Abuse

Tun m said yes, why salcon price no repossess? Splash no bring benefit for salcon?

Posted by Tham Hoe Yean > 2018-06-26 09:23 | Report Abuse

actual due not done yet, price will not move till bonus issue completed. Wait for a few months la

Posted by keyin > 2018-06-27 13:58 | Report Abuse

Anybody people attend agm

Posted by OngLai88 > 2018-06-27 14:20 | Report Abuse

What is the outcome of the AGM ? Should be approved ?

PROPOSED BONUS ISSUE OF UP TO 169,423,613 NEW ORDINARY SHARES IN SALCON (“SHARES”) (“BONUS SHARES”) ON THE BASIS OF 1 BONUS SHARE FOR EVERY 4 EXISTING SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER (“ENTITLEMENT DATE”) (“PROPOSED BONUS ISSUE OF SHARES”)


PROPOSED ISSUE OF UP TO 338,847,226 FREE WARRANTS IN SALCON (“WARRANTS”)ON THE BASIS OF 1 WARRANT FOR EVERY 2 EXISTING SHARES HELD ON THE SAME ENTITLEMENT DATE AS THE PROPOSED BONUS ISSUE OF SHARES (“PROPOSED FREE WARRANTS ISSUE”)

Posted by keyin > 2018-06-27 17:26 | Report Abuse

Agm only talk about director salary. Puma

Posted by husky88 > 2018-06-27 18:44 | Report Abuse

Onglai , you attend egm today?

Posted by Paulnga > 2018-06-27 19:34 | Report Abuse

When is the bonus issue date and what is the exercise price for warrant issued?

Posted by husky88 > 2018-06-27 21:00 | Report Abuse

Yes, i knew.