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

星期四, 三月 16, 2017

16.3.2017天天股语

股市跌,组合还不错,做个showhand前的纪录。帮太太投资的account拿来showoff!


星期四, 三月 09, 2017

8.3.2017 & 9.3.2017天天股语


等呀等,是高兴的,因为忙、忙、忙,没什么monitor,也就没什么买卖,也就只会买(买入容易多了)不会卖(卖得好是高人所为,非我辈的功力所及),也就就看到其中一格组合有了突发性的成长(当然是成长,没卖不算赚幅,纸上的我没兴趣!)。

竟然有了开班或facebook live show 的念头,真是过分!口齿不清,心地善良,自己投资都还赚不够,还想学人献丑,误导新人,罪过罪过!

不好好学习就是要付学费的!


天啊,才一天就败退了,真是tak boleh pakai!

我一天几百万上落,不,是几百元上落,很怕很怕。。。

老股友,你知道怎么做了!

星期五, 三月 03, 2017

3.3.2017 天天股语

http://www.thestar.com.my/business/business-news/2017/03/03/call-for-promotion-on-use-of-locally-manufactured-products/

老大又在讲话跟我有什么关系,提醒我要看看手头上及瞄着的手套股要多做研究了。

美元又起了。。。。

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