星期二, 四月 18, 2017

(转帖东方日报)有望晋升综指成份股 实达集团目標价上调

有望晋升综指成份股 实达集团目標价上调

(吉隆坡17日讯)隨著实达集团(SPSETIA,8664,主板產业股)宣佈收购岛屿(I&P)公司和雪州万宜地皮,分析员认为,该公司能藉此在短期內壮大业务,并有望晋升为富时大马综合指数成份股,因此上调该股目標价。

该股上週五暂停交易作出有关宣布,今日復牌走高,盘中一度触及3.77令吉,最终收在3.67令吉,涨12仙或3.38%,是今日上升榜第16名,成交量为597万1900股。

实达集团上週五(14日)建议,以介于35亿令吉至37亿5000万令吉,向其大股东--国民投资机构(PNB)及公共信託有限公司(AST)收购岛屿公司的所有股权,另再以4亿4758万令吉,向Seriemas发展私人有限公司收购雪州万宜一块面积342.5英亩的地皮。该公司將通过发股、內部资金和借贷进行此项收购。

兴业投行分析员表示,「儘管具体细节和融资方法仍未出炉,但我们乐观看待这消息。实达集团在完成收购岛屿公司后,市值料成长超过五成。同时也將成为本地拥有第3大地库的发展商,地库面积將从5218英亩,增加88%至9823英亩。」

不仅如此,岛屿的4263英亩地皮中,有60%位於巴生谷和伊斯干达等策略地段。

另外,肯纳格投行分析员认为,实达集团的集资额料超越岛屿收购价,未来可能以2配1比例发股集资,因为发股可让该公司在最短时间內达到150亿令吉市值的目標。

另外,大华继显分析员指出,实达集团和岛屿公司將可互补,而实达集团的献购价也相当公平,但目前双方只签署无约束力的意向备忘录(MOI),加上最终的收购价须在精密审核出炉后再做决定,因此,收购价格和付款时机仍是一大不確定性。

「截至2016年杪,岛屿公司重估净资產价值(RNAV)介於61亿至64亿令吉,而实达出的收购价是35亿令吉至37亿5000万令吉,价格对重估资產净值(P/RNAV)比例介於0.55至0.62倍,我们认为相当公平。另外,岛屿公司已是成熟的发展商,拥有良好记录,虽然其净利正走下坡,但財务状况非常稳健,拥有逾5亿零300万令吉的凈现金。」

另一方面,肯纳格投行分析员说,实达集团以4亿4758万令吉收购Seriemas公司万宜的土地后,也会与后者分享最高4480万令吉的盈利,相等於每平方呎33令吉。

「该计划的发展总值(GDV)为27亿4000万令吉,虽然土地成本占GDV的18%,较一般的15%高,但该项目的发展总值目前仍略显保守。」

丰隆投行分析员也认为,万宜购地价格偏贵。

大华继显分析员因双方潜在合作带来的利好,把实达集团的目標价从3.10令吉,上调至3.61令吉。肯纳格投行也將该股的目標价从3.60令吉,提高至3.85令吉、丰隆投行也上调该股3.29令吉的目標价,至3.97令吉。

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没什么好骄傲的,在这牛市(小牛?初牛?),人人都是金手指!
但还是高兴,赚了多少没卖都是假的,我可是长期投资者,最近的跌竟然没卖,PENTA,SP SETIA,VS,SUNWAY, MATRIX,还有密股H,密股D都没卖,还加码了!可是在牛市熊市,钱永远不够,上了年纪了,是太保守了。

进进出出的trader是不会明白我的痛苦的!

星期三, 四月 12, 2017

星洲:新产品提振销售.海鸥创5年新高

近期备受吹捧的海鸥企业,股价一度改写新高。
(吉隆坡11日讯)近期备受吹捧的海鸥企业(HAIO,7668,主板贸服组),股价一度改写新高。

海鸥企业周二股价最高上涨至3令吉89仙,创下5年新高后,尾盘收窄涨幅,收报3令吉88仙,全日涨10仙或2.65%,成交量89万5800股。
值得一提的是,该公司3月28日红股除权后,在短短10个交易日内,股价已经上扬了56仙或16.87%,显示市场对该公司前景充满了信心。
艾毕斯研究表示,该公司透过数码化策略及电子商务平台,以驱动多层次行销(MLM)业务,加上新产品受落,前景看俏。
艾毕斯指出,该公司将积极拓展电子商务平台,并在社交媒体宣传促销活动,以迎合当下消费者的购物模式。
艾毕斯补充,预期该公司新产品可在来临财政年提振销售取得双位数成长。
艾毕斯看好该公司未来盈利能力,上调2017及2018财政年的盈利预测,分别调高10.4%及17.8%,评级维持“守住”

不变,目标价则大幅上调,从3令吉21仙调高至3令吉91仙。

星期六, 四月 08, 2017

收到詢問個人資料電話 銀行公會:馬上掛斷

收到詢問個人資料電話 銀行公會:馬上掛斷

http://www.chinapress.com.my/20170407/%e6%94%b6%e5%88%b0%e8%a9%a2%e5%95%8f%e5%80%8b%e4%ba%ba%e8%b3%87%e6%96%99%e9%9b%bb%e8%a9%b1-%e9%8a%80%e8%a1%8c%e5%85%ac%e6%9c%83%ef%bc%9a%e9%a6%ac%e4%b8%8a%e6%8e%9b%e6%96%b7/
吉隆坡7日訊)大馬銀行公會(ABM)建議民眾,一旦收到自稱來自銀行的電話,詢問有關欠款數目或要求確認信用卡交易,請即時掛斷電話!


大馬銀行公會在文告指出,市場上普遍存在兩種詐騙方式,第一種是透過預先錄制的留言通知民眾,稱該民眾尚有積欠余額,要求民眾聯絡客戶服務人員,或撥打指定電話號碼至銀行的客服部門。

第二種是撥電者(詐騙集團)自稱是來自某某銀行的職員,並通知民眾說,目前對方有一項信用卡交易正在進行中,又或者他的貸款或信用卡支付已逾期未還,要求民眾的個人資料以與系統資料核實。

文告指,有些時候,撥電人還會將電話接駁至據稱來自銀行投訴部門或相關部門的另一名“職員”。


為了讓整個騙局更真實,撥電人還會建議民眾撥電給國家銀行或警局,他們還會提供電話號碼,但這個號碼並非有關當局真正的電話號碼。

大馬銀行公會因此建議民眾在接到類似電話時,切勿跟隨撥電人的指示,也勿透過電話披露任何的個人資料;另外,也切勿撥打對方提供的電話號碼。

該公會促請民眾,直接瀏覽銀行的官方網站查詢客戶服務號碼,撥電澄清或確認有關電話的真偽。

該公會強調,最重要的是銀行從來不會透過電話向客戶索取個人資料。

民眾若有任何疑問,可撥打大馬銀行公會熱線1-300-88-9980或登錄www.abm.org.my.通過
eABMConnect發送咨詢。

只有自己打电话去银行问东西,才会问你一些资料确定你的身份。
但各银行outsource可不可以不要一直疲劳轰炸吗?
没兴趣就是没兴趣了。
我分分钟几百万上下,你那些小钱没兴趣借啦!

星期二, 三月 21, 2017

Logistics counters rally 马云来了



http://www.thestar.com.my/business/business-news/2017/03/21/logistics-counters-rally/#w8fY4KhKUejbTtxj.99

PETALING JAYA: Logistics and courier companies rallied strongly yesterday ahead of a reported meeting between Alibaba Group Holding Ltd’s executive chairman Jack Ma (pic) and Prime Minister Datuk Seri Najib Tun Razak this week for the launch of a new regional distribution hub in Malaysia.

As at closing time yesterday, more than six listed companies reported gains of between 2% and 13% on heavy trading volume.

The largest local player, Pos Malaysia Bhd, led the gainers to a new all-time high of RM4.65 per share, which represents a nine sen gain from last Friday’s close. Another prominent logistics operator, GD Express Carrier Bhd (GDEX), also rose nine sen to an all time high of RM1.95.

Among the logistics counters that reported strong gains were Integrated Logistics BhdTasco BhdTiong Nam Logistics Holdings Bhd, Nationwide Express Holdings Bhd, Freight Management Holdings Bhd and Complete Logistics Bhd.

According to recent reports, Alibaba plans to set up a hub within the KLIA Aeropolis, a 24,700-acre development led by Malaysia Airports Holdings Bhd that will generate more than RM7bil in domestic and foreign investments.

The e-commerce giant’s plans to set up a distribution centre in Malaysia goes hand-in-hand with Alibaba’s online expansion aspirations in South-East Asia. The company had earlier invested US$1bil for a stake in Singapore-based online store Lazada South East Asia Pte Ltd, the largest online platform in the region.

In a research note yesterday, MIDF Research raised its target price for GDEX to RM2.28 from RM2.06 previously, citing the company as a major beneficiary from the coming e-commerce boom.

The research house also unveiled potential incentives that could be included with the new Alibaba hub. The government will be adopting new measures to woo prominent e-commerce players to set up shop in the country as part of the National E-commerce Strategic Roadmap.

The potential incentives include tax holidays for e-commerce platforms that establish their regional distribution hubs in Malaysia, tax exemption for goods priced below RM1,200 and assistance for small medium enterprises to adopt e-commerce.

“GDEX is a prime beneficiary of e-commerce growth as a pure play courier service provider which has increased its daily parcel sorting capacity from 78,000 a day in financial year (FY) 2016 to 85,000 a day as of 1HFY17. We expect the company to be able to increase its capacity to 100,000 parcels a day under normal conditions by end-FY17,” it explained.

Read more at http://www.thestar.com.my/business/business-news/2017/03/21/logistics-counters-rally/#Qf1bvGHfRug9mJka.99

星期五, 三月 17, 2017

17.3.2017 天天股语



这几天都在研究这两只股及它们的WA&PA.

FA,TA是不想看了,agak-agak 就好,反而如何以小搏大,又能全身而退是我现在要做的事。

我又兼职trader了,这个忙碌的季节,真的要懂得自保。

1。不要亏损。
2。不要忘记1。
Instrument CategorySecurities of PLC
Instrument TypePreference Shares
Description
Islamic redeemable convertible preference shares of RM0.01 each in S P Setia Berhad ("S P Setia" or "Company") ("RCPS-i")

Listing Date06 Dec 2016
Issue Date02 Dec 2016
Issue/ Ask PriceMalaysian Ringgit (MYR) 1.0000
Issue Size IndicatorUnit
Issue Size in Unit1,127,625,002
MaturityNon Mandatory
Maturity DateNot Applicable
Name of GuarantorNot Applicable
Name of TrusteeNot Applicable
Coupon/Profit/Interest/Payment Rate
The RCPS-i shall carry the right to receive preferential dividends, out of the distributable profits of the Company earned from the first day of the calendar month following the Issue Date ("Profits"), when declared and approved by the Board of Directors of S P Setia, at the expected preferential dividend rate of 6.49% per annum.

From the period commencing on and including the 15th anniversary of the Issue Date until the Redemption Date (as defined below), an additional stepped-up preferential dividend rate of 1.0% per annum above the expected rate mentioned above, shall be payable on the RCPS-i on an annual basis, provided that the aggregate of the expected preferential dividend rate (including the stepped-up preferential dividends, if applicable) shall not exceed a total rate of 20%.
Coupon/Profit/Interest/Payment Frequency
The preferential dividends, if declared, shall be distributable semi-annually, subject to the availability of Profits.
Redemption
Subject to the Companies Act, 1965, the Company may at any time on or after the 15th anniversary of the Issue Date, at its discretion, redeem all (and not some only of) the outstanding RCPS-i by giving not less than 30 days' notice in writing to the RCPS-i holders of its intention to do so. The redemption of the RCPS-i shall take effect on the 30th day from the date of the notice or such other later date as may be specified in the notice ("Redemption Date").
Exercise/Conversion Period15.00 Year(s)


这个SPSetia的PA真的好奇怪!
7:2  conversion3.50
高股息
15 年
研究中

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