Posted by rylyaoming > 2016-01-21 15:54 | Report Abuse

the price is so ridiculous...

Posted by huatgorgor > 2016-01-21 19:18 | Report Abuse

Sales hehe

Posted by valueinvestor000 > 2016-01-21 23:35 | Report Abuse

sentimental problems, oils retreated, concern over the slow growth in China. Indeed, most of the major indices and SE Asia was severely affected.

Posted by lloydlim > 2016-01-22 01:31 | Report Abuse

Best buy at 0.60

Posted by Lee Richard > 2016-01-26 09:47 | Report Abuse

Good to accumulate as price should go up once Kl118 steel work contract announced and dividend soon

Posted by iqie > 2016-01-28 10:21 | Report Abuse

I think, The dividend will be at lease 1.5 cents. with current price, DY will be 2.2%.

oklah. hope for better contract award ahead and improve profit margin.

Total Retain Earning = RM333 million.

Total Div payout for past 4 years only RM56mil. ~ only 18% from total profit. 82% reinvest.

Hope they will change policy. At lease 30% payout.

They should give more dividend to make investor happy.

Q4 revenue will be RM462 Mil (based on group presentation)
Let say profit margin still low (same for the past Q) at 3.7%.

Q4 profit {forecast} = RM462mil x 3.7% = RM17 mil.

Q1 to Q3 profit = RM48mil.

So, 2015 profit will be = RM48mil + RM17mil = RM65mil.

If 30% payout.

Rm65mil x 30% = RM19.5 mil. (total amount of dividend paid)

RM19.5 mil divided by total shareholding 774mil. unit = 2.5% (dividend) (DY 3.6% @ 0.68)
Sendai still can reinvest RM45mil. (more than profit last year !)

Last year Payout Ratio 25%.

If still same for this year, Dividend will be 2% (DY2.9 @0.68)

if 18% ( average )

RM65mil x 18% = RM11.7mil

RM11.7mil / 774mil unit = 1.5% (dividend) (DY 2.2% @ 0.68)

Posted by i_investor > 2016-01-29 12:27 | Report Abuse

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https://www.youtube.com/watch?v=xoaH2lHJLKc

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Posted by i_investor > 2016-01-29 14:29 | Report Abuse

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SENDAI EARNINGS: http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C458002G0

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Posted by i_investor > 2016-01-29 15:14 | Report Abuse

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EVERSENDAI OFFSHORE: http://www.eversendaioffshore.com/about-us/corporate-profile/

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Posted by i_investor > 2016-01-29 16:46 | Report Abuse

RECAP:

Eversendai in strategic partnership to compete better in tenders: http://www.thestar.com.my/business/business-news/2015/12/22/eversendai-in-strategic-partnership-to-compete-better-in-tenders/

Eversendai clinches contracts worth RM316m: http://www.thesundaily.my/news/1619190

Eversendai bags RM246m Saudi contracts: http://www.thesundaily.my/news/1356604

Eversendai bags RM120m contract : http://www.thesundaily.my/news/1325475

Eversendai bidding for RM23b jobs : http://www.thesundaily.my/news/1475250

Eversendai ventures into Thailand : http://www.thesundaily.my/news/1627920

Evensendai tipped to bag structural steel works contract for KL118 Tower :
http://www.theborneopost.com/2015/12/29/evensendai-tipped-to-bag-structural-steel-works-contract-for-kl118-tower/#ixzz3yca0eIhL

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Posted by iqie > 2016-02-02 07:51 | Report Abuse

Hopefully, Sendai will be benefit from this project.
Vietnam, Malaysia and Singapore.

Energy sector investments seen to top Vietnam’s FDI list at $4.5b in 2016 (Samsung C&T main Investor)

http://www.dealstreetasia.com/stories/vietnams-energy-sector-projected-to-absorb-4-5b-fdi-28818/

1.2 Bil GDV in UMcity Office at Iskandar = Samsung C&T (main contractor)

http://www.thestar.com.my/metro/smebiz/news/2016/01/30/striving-for-greater-success-developer-bags-international-recognition-for-its-innovative-architectur/

"Samsung C&T Corporation $SGD 555 million to construct the Marine Parade station and its associated tunnels in Singapore"

http://www.straitstimes.com/singapore/transport/948m-worth-of-mrt-deals-awarded

Posted by Sanatan > 2016-02-03 22:29 | Report Abuse

Every time there is news of deals & projects beneficial to Sendai the price drops ???

Posted by i_investor > 2016-02-04 10:39 | Report Abuse

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Large-scale infrastructure projects such as the MRT, LRT, PBH and HSR will proceed.

The MVV (Sime Darby Bhd-Employees’ Provident Fund), the CCC (Malaysian Resources Corp Bhd) and the HSR will be implemented on a public-private partnership basis, hence private investments will reduce the burden on the government’s finances.

Meanwhile, Rapid will continue to be developed by Petroliam Nasional Bhd due to committed investments in building the refinery and oil storage facilities.

The MRT, LRT and PBH will be funded by government-guaranteed bonds raised by DanaInfra Nasional Bhd, the government’s special-purpose vehicle to finance infrastructure projects.

Hence, it is not affected by the cut in development expenditure since DanaInfra’s government-guaranteed bonds are just a contingent liability, of which repayment and debt servicing will come from operating expenditure in the future. (The Edge)


TP for SENDAI : 1.18 (Buy, Source: Affin)


EVERSENDAI Oil & Gas : http://www.eversendai-og.com/web/

EVERSENDAI OFFSHORE: http://www.eversendaioffshore.com/about-us/corporate-profile/

SENDAI : http://www.eversendai.com/web/

SENDAI EARNINGS: http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C458002G0

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Posted by i_investor > 2016-02-04 12:26 | Report Abuse

RECAP:

Eversendai in strategic partnership to compete better in tenders: http://www.thestar.com.my/business/business-news/2015/12/22/eversendai-in-strategic-partnership-to-compete-better-in-tenders/

Eversendai clinches contracts worth RM316m: http://www.thesundaily.my/news/1619190

Eversendai bags RM246m Saudi contracts: http://www.thesundaily.my/news/1356604

Eversendai bags RM120m contract : http://www.thesundaily.my/news/1325475

Eversendai bidding for RM23b jobs : http://www.thesundaily.my/news/1475250

Eversendai ventures into Thailand : http://www.thesundaily.my/news/1627920

Evensendai tipped to bag structural steel works contract for KL118 Tower :
http://www.theborneopost.com/2015/12/29/evensendai-tipped-to-bag-structural-steel-works-contract-for-kl118-tower/#ixzz3yca0eIhL

.

Posted by i_investor > 2016-02-04 12:26 | Report Abuse

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Large-scale infrastructure projects such as the MRT, LRT, PBH and HSR will proceed.

The MVV (Sime Darby Bhd-Employees’ Provident Fund), the CCC (Malaysian Resources Corp Bhd) and the HSR will be implemented on a public-private partnership basis, hence private investments will reduce the burden on the government’s finances.

Meanwhile, Rapid will continue to be developed by Petroliam Nasional Bhd due to committed investments in building the refinery and oil storage facilities.

The MRT, LRT and PBH will be funded by government-guaranteed bonds raised by DanaInfra Nasional Bhd, the government’s special-purpose vehicle to finance infrastructure projects.

Hence, it is not affected by the cut in development expenditure since DanaInfra’s government-guaranteed bonds are just a contingent liability, of which repayment and debt servicing will come from operating expenditure in the future. (The Edge)


TP for SENDAI : 1.18 (Buy, Source: Affin)


EVERSENDAI Oil & Gas : http://www.eversendai-og.com/web/

EVERSENDAI OFFSHORE: http://www.eversendaioffshore.com/about-us/corporate-profile/

SENDAI : http://www.eversendai.com/web/

SENDAI EARNINGS: http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C458002G0

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Posted by i_investor > 2016-02-05 10:07 | Report Abuse

RECAP:

Eversendai in strategic partnership to compete better in tenders: http://www.thestar.com.my/business/business-news/2015/12/22/eversendai-in-strategic-partnership-to-compete-better-in-tenders/

Eversendai clinches contracts worth RM316m: http://www.thesundaily.my/news/1619190

Eversendai bags RM246m Saudi contracts: http://www.thesundaily.my/news/1356604

Eversendai bags RM120m contract : http://www.thesundaily.my/news/1325475

Eversendai bidding for RM23b jobs : http://www.thesundaily.my/news/1475250

Eversendai ventures into Thailand : http://www.thesundaily.my/news/1627920

Evensendai tipped to bag structural steel works contract for KL118 Tower :
http://www.theborneopost.com/2015/12/29/evensendai-tipped-to-bag-structural-steel-works-contract-for-kl118-tower/#ixzz3yca0eIhL


HLIB has raised its target price for Eversendai to RM1.55 (from RM1.06 previously), which implies an 18.9 times its 2015 earnings, and a more reasonable 13 times and 10.5 times 2016-2017 earnings, respectively.

According to HLIB, Eversendai’s earnings are set to recover strongly, backed by an all-time high orderbook and surging job wins.

Eversendai’s orderbook is now valued at RM2bil, which translates to a strong cover ratio of two times, compared with its historical range of 1.1-1.6 times.

So far this year, the group has bagged RM864mil worth of jobs, which accounted for 62% of HLIB’s RM1.4bil full-year target.

Another RM804mil worth of contracts could be forthcoming in the next six months, supported by developments in the Middle East and India, as well as the Refinery and Petrochemical Integrated Development project and the KL118 Tower project locally.
(http://www.thestar.com.my/business/business-news/2015/06/16/eversendai-stays-a-buy/)


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Posted by i_investor > 2016-02-05 10:16 | Report Abuse

.
https://www.youtube.com/watch?v=yAFIR_bEBYU

https://www.youtube.com/watch?v=HCRYgsVDY94

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Posted by iqie > 2016-02-05 10:58 | Report Abuse

If all with invitation, then there should be new contract award from thailand and indonesia soon.
And,
If sendai announce 3% dividend (DY 4.4%) end of this month, how far will the price go ?

Posted by rylyaoming > 2016-02-05 16:52 | Report Abuse

can it reach 0.9 :)

Posted by i_investor > 2016-02-10 12:03 | Report Abuse

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SENDAI EARNINGS, PRICE , DIVIDENDS : http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C458002G0

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Posted by rylyaoming > 2016-02-15 15:59 | Report Abuse

looking for end of month

Posted by domperrier > 2016-02-15 19:12 | Report Abuse

How will Eversendai make a provision for the 90% plunge in the market value of its investment in Tech Oil & Gas shares listed on the SGX?

Posted by iqie > 2016-02-16 00:37 | Report Abuse

It doesnt effect Q4 2015 report.

Maybe will effect Q1 2016. But surely AK will do something. Maybe it's time for AK to take over 100% of technics. Cheap price !

Posted by Davidl > 2016-02-16 10:24 | Report Abuse

Time to accumulate!

Posted by i_investor > 2016-02-18 11:28 | Report Abuse

BUY SIGNAL !!!

Posted by Old90 > 2016-02-19 15:07 | Report Abuse

Sendai is back on track, breakout resistance, more upside to come.

Posted by iQie > 2016-02-19 15:08 | Report Abuse

Insider dah mula beli ke ? Hope it will be great Q4 result and handsome dividend as promise.

Posted by rylyaoming > 2016-02-19 15:10 | Report Abuse

is it related to today Material Litigation announcement?

Posted by iQie > 2016-02-19 15:47 | Report Abuse

Sendai price should be around RM1.30 - RM1.50 by june 06.

Posted by rylyaoming > 2016-02-19 15:54 | Report Abuse

iQie hope u r right :D

Posted by kwongliang > 2016-02-19 16:25 | Report Abuse

engine started or fake breakout???

Posted by Old90 > 2016-02-19 16:28 | Report Abuse

Engine just started, technical wise show positive signal.

Posted by Lee Richard > 2016-02-21 09:17 | Report Abuse

Sendai is expanding in Sri Lanka and is set to win few prestigious jobs soon .., so the prospect looks good and belive to expand to involved ion RC works to increase revenue..

Posted by iqie > 2016-02-22 10:43 | Report Abuse

Nice...hope can close 0.75 today.

Posted by rylyaoming > 2016-02-22 14:48 | Report Abuse

iqie what ur pov for the price to reach RM1.30 - RM1.50 by june 06.

Posted by iqie > 2016-02-22 15:05 | Report Abuse

Base on AK Nathan comment.

1. Profit margin will improve.
2. SENDAI will be Dividend play stock.

Apapun, tunggu hujung minggu ini, kita lihat bagaimana prestasi Q4 sendai dan berapa dividend yang dicadangkan.

Posted by rylyaoming > 2016-02-22 15:13 | Report Abuse

any website can view the news for sendai?

Posted by Old90 > 2016-02-22 15:14 | Report Abuse

Bullish trending on Sendai, maintain BUY, more upside to come.

Posted by i_investor > 2016-02-23 09:37 | Report Abuse

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RECAP:

Eversendai in strategic partnership to compete better in tenders: http://www.thestar.com.my/business/business-news/2015/12/22/eversendai-in-strategic-partnership-to-compete-better-in-tenders/

Eversendai clinches contracts worth RM316m: http://www.thesundaily.my/news/1619190

Eversendai bags RM246m Saudi contracts: http://www.thesundaily.my/news/1356604

Eversendai bags RM120m contract : http://www.thesundaily.my/news/1325475

Eversendai bidding for RM23b jobs : http://www.thesundaily.my/news/1475250

Eversendai ventures into Thailand : http://www.thesundaily.my/news/1627920

Evensendai tipped to bag structural steel works contract for KL118 Tower :
http://www.theborneopost.com/2015/12/29/evensendai-tipped-to-bag-structural-steel-works-contract-for-kl118-tower/#ixzz3yca0eIhL


HLIB has raised its target price for Eversendai to RM1.55 (from RM1.06 previously), which implies an 18.9 times its 2015 earnings, and a more reasonable 13 times and 10.5 times 2016-2017 earnings, respectively.

According to HLIB, Eversendai’s earnings are set to recover strongly, backed by an all-time high orderbook and surging job wins.

Eversendai’s orderbook is now valued at RM2bil, which translates to a strong cover ratio of two times, compared with its historical range of 1.1-1.6 times.

So far this year, the group has bagged RM864mil worth of jobs, which accounted for 62% of HLIB’s RM1.4bil full-year target.

Another RM804mil worth of contracts could be forthcoming in the next six months, supported by developments in the Middle East and India, as well as the Refinery and Petrochemical Integrated Development project and the KL118 Tower project locally.
(http://www.thestar.com.my/business/business-news/2015/06/16/eversendai-stays-a-buy/)


Large-scale infrastructure projects such as the MRT, LRT, PBH and HSR will proceed.

The MVV (Sime Darby Bhd-Employees’ Provident Fund), the CCC (Malaysian Resources Corp Bhd) and the HSR will be implemented on a public-private partnership basis, hence private investments will reduce the burden on the government’s finances.

Meanwhile, Rapid will continue to be developed by Petroliam Nasional Bhd due to committed investments in building the refinery and oil storage facilities.

The MRT, LRT and PBH will be funded by government-guaranteed bonds raised by DanaInfra Nasional Bhd, the government’s special-purpose vehicle to finance infrastructure projects.

Hence, it is not affected by the cut in development expenditure since DanaInfra’s government-guaranteed bonds are just a contingent liability, of which repayment and debt servicing will come from operating expenditure in the future. (The Edge)


https://www.youtube.com/watch?v=yAFIR_bEBYU

https://www.youtube.com/watch?v=HCRYgsVDY94


EVERSENDAI Oil & Gas : http://www.eversendai-og.com/web/

EVERSENDAI OFFSHORE: http://www.eversendaioffshore.com/about-us/corporate-profile/

SENDAI : http://www.eversendai.com/web/

SENDAI EARNINGS, PRICE , DIVIDENDS : http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C458002G0


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Posted by ahtutthelegend > 2016-02-23 10:57 | Report Abuse

rylyaoming.. you need TOB to increase the market prices

Posted by ahtutthelegend > 2016-02-23 11:00 | Report Abuse

heung heung ki .. dn scare

Posted by rizerlee > 2016-02-24 11:05 | Report Abuse

Saudi Arab still have money or not ?
Seems like they are in very tough time.

They wanna kill America Shale Oil ,
but end up they shout to freeze output first.

Posted by filidon > 2016-02-26 13:08 | Report Abuse

saudi did not freeze output. they still pumping at same level

Posted by rylyaoming > 2016-02-26 15:59 | Report Abuse

report out on monday?

Posted by newbiehk2015 > 2016-02-29 09:03 | Report Abuse

Positive qtr report?

Posted by rylyaoming > 2016-02-29 09:21 | Report Abuse

any news?

Posted by smithy6264 > 2016-02-29 16:35 | Report Abuse

no quarter report?

Posted by kwongliang > 2016-02-29 17:12 | Report Abuse

drop before quarter result announcement, perhaps it is not a good result?

Posted by newbiehk2014 > 2016-02-29 18:41 | Report Abuse

qtr rpt out. results of this qtr is lower though financial year still good.

Posted by newbiehk2014 > 2016-02-29 18:42 | Report Abuse

got dividen though could be better