Wednesday, 29 February 2012

Robert Kiyosaki 杀到马来西亚

在Groupon看到的,分享一下

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[Up to 82% Off]
Tickets to 'Unfair Advantage'.
Meet Robert Kiyosaki & Kim Kiyosaki at a 3-Day National Achievers Congress 2012.
Choose 1 (RM197) / 2 Tickets (RM350)



Highlights
•Event date: May 29, 2012 – May 31, 2012 (3-day continuous).
•Financial education congress on investment, real estate, sales, leadership and more.
•Learn from best-selling authors and experienced business owners.
•Speakers include Robert Kiyosaki, Kim Kiyosaki, Ken McElroy, Tom Wheelwright and more.
•Held at Sunway Pyramid Convention Centre.
•Suitable for entrepreneurs, CEOs, managers, students, and retirees.


Fine Print

GENERAL
•Event date: May 29, 2012 – May 31, 2012 (3-day event).
•Bookings must be made between Feb 29, 2012 – Mar 13, 2012.
•Event Time: 9am – 8pm
•Dress code: formal or smart casual only.
•Food not provided.
•Free seating within allocated seating section.
•Limit 1 per person. May buy many as gifts.
•Valid at Success Resources:
hone: 03-7801 2888 (Calling hours 9.30am – 6pm).
•Fax: 03-7880 2490
•See the rules that apply to all deals.



[Up to 82% Off] Tickets to 'Unfair Advantage'. Meet Robert Kiyosaki & Kim Kiyosaki at a
3-Day National Achievers Congress 2012. Choose 1 (RM197) / 2 Tickets (RM350)


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Tickle minds and brain arenas as famed financial authors like Robert Kiyosaki, Kim Kiyosaki, and Ken McElroy elucidate expertise on the different aspects on successful investing to reach out to the participants as it will be conducted from ground-up with the team touching on the fundamentals of being rich and successful. In three consecutive days, participants absorb knowledge in mental sponges from regaled tales to self-improve, increase personal gold pots, and attain fiscal enlightenment. While suitable for entrepreneurs, CEOs, and managers; students and retirees can demonstrate life betterment pursuits to prove age is no barrier, obstacle or wine. Though oral messages can enter receptive earlobes in any climates, attendees are advised to dress warmly in the air-conditioned Sunway Pyramid Convention Centre.


Phone: 03-7801 2888 (Calling hours 9.30am – 6pm).
Fax: 03-7880 2490

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与金英合并可释放价值 券商高度评价马银行/时光网络 并购计划巩固盈利

Update 新闻,内容大概还是一样,即唱好MBB和Timecom.-------------------------------------------------------------------------------------------------
与金英合并可释放价值 券商高度评价马银行

财经新闻
财经
2012-02-26 17:
(吉隆坡26日讯)券商针对马银行(MAYBANK,1155,主板金融股)
日前公布的业绩表示欣赏,纷纷给予高度评级,并认为与金英的合并,
能够释放该集团的价值。

资料显示,马银行截至2011年12月31日的季度,取得12亿9667万9000令吉净利,
去年同期的11亿2524万8000令吉增长15.23%。

最新季度营业额,也从上财年同期的51亿8863万9000令吉,
扬升31.25%至68亿1016万5000令吉。

保险业务收入提高

MIDF研究分析员说:“当季业绩超越我们预测,主要是来自保险业务收入提高的贡献。”

资料显示,马银行当季保险业务净收入,从2亿2258万令吉上扬至3亿2230万令吉。

此外,分析员也认为与金英的合并,释放了集团潜在价值。

“与金英合并完成,加上银行业务整顿完毕,相信是集团迈向强大投资银行的催化剂。”

非利息收入增长19.4%

马银行投资分析员认为,除了保险业务是幕后功臣外,集团非利息收入强劲的涨幅,也带动了当季业绩。

“集团的非利息收入增长了19.4%或3亿8500万令吉,主要来自金英的2亿4960万令吉收费收入贡献。”

海外业务营业额上扬36%

数据显示,马银行海外业务营业额和税前盈利,共分别上扬36%和27%。

当中,新加坡业务营业额和税前盈利,分别按年上扬16.4%和10.4%,
表现健康。至于印尼和巴基斯坦业务也有所进步。

目前,本区域3大市场——大马、新加坡、印尼,
总共为马银行集团贡献了95.3%的收入以及94.3%的盈利。
在今年,这三个国家的国内生产总值(GDP),预测分别增长3.5-4.0%、3.0%、6.3%。

给予“买入”评级

不过,达证券行分析员则因为大环境前景不明朗,
决定下调集团2012、2013和2014财年净利预算,
别从51亿5450万令吉、55亿9640万令吉和61万8750万令吉,
下调至48亿650万令吉、54亿8180万令吉和60亿6410万令吉。

丰隆投资银行分析员却认为,马银行可以凭着提高印尼当地营运、
开设新业务带动集团未来赚幅。

“我们根据集团目前表现,以及上述因素给予“买入”评级。”

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貸款強勁‧業績驕人‧馬銀行獲大力唱好

熱股評析
2012-02-24 19:08

(吉隆坡24日訊)馬來亞銀行(MAYBANK,1155,主板金融組)最新業績表現強勁,
貸款及淨利成長超越預期,分析員持續看好其前景,視為銀行領域首選股項。

馬銀行今日買氣不俗,全天微揚7仙,掛8令吉77仙。

達證券指出,馬銀行7至12月的淨利達25億8千萬,比預測出色,主要是基於3大因素,
總基金基礎的收入增長16.2%、保險業務貢獻更高盈利和淨利息收入增長19.4%。

連續3季
貸款成長逾20%

聯昌研究表示,馬銀行連續3季保持貸款成長逾20%,令人印象深刻。

馬銀行去年12月的整體貸款成長高達23.7%,其中大馬市場成長17.6%,新加坡的貸款勁升33.4%,
和印尼激增28.9%。同時,主要貸款項目如產業和營運資本貸款都成長逾20%。

聯昌指出,貸款成長接下來可能放緩,但馬銀行近期的強勁貸款增長將可支撐今年的營收成長。

儘管貸款成長標青,但聯昌並不太擔心馬銀行在經濟一旦放緩時的資產素質,馬銀行的貸款減值比率,
從去年9月的3.25%降低至12月的2.86%,而貸款虧損涵蓋率從81.9%提高至86.9%。

高額股息料保持

馬銀行的派息率也為市場捎來驚喜。興業研究表示,馬銀行派發每股36仙終期股息,
淨股息派發率為80%,高於預測的27.5仙和60%派發率。

分析員預料馬銀行將保持此高額的股息派發率。

聯昌研究指出,馬銀行的保險相關收入強勁,帶動6個月非利息收入升高31.9%和淨利成長20%,
馬銀行旗下伊斯蘭保險業務在去年採用國行的新估值指南,而取得一筆9千800萬令吉的淨盈餘調整,是導致其保險收入大增的主因。

聯昌研究保持買進馬銀行的建議,認為它是銀行領域的首選,
提供逾6%的周息率也是銀行業之冠。
馬銀行也是政府落實經濟轉型計劃下的最大受惠者,
將帶動其投資和商業銀行,以及保險業務的收入升高。

益資利指出,馬銀行的淨利息收入在去年下半年成長17%,
受貸款成長16%和存款增長22%帶動。

基於馬銀行最新一季的存款和淨利息收入超越預期,
益資利上調今明年每股盈利預測5至8%,
目標價也從7令吉80仙,上調至8令吉25仙,
該行是少數未作出買進評級的證券行。

另一方面,馬銀行設定今年的關鍵指標表現(KPI),
包括集團總貸款成長16.2%和在大馬市場取得13.6%貸款成長,
聯昌研究認為,由於今年經濟將放緩,此貸款成長目標顯得相當激進。

據馬銀行管理層解釋,可透過贏取其他銀行的市佔率而達到目標,
目前其房貸市佔率僅13%,仍有成長空間,相比之下其商業貸款的市佔率達17至18%。

聯昌預期馬銀行今年貸款成長11.5%,如果可達到16.2%貸款成長目標,
則將上調淨利預測5至7%。

馬銀行去年的關鍵表現指標幾乎全部達標,其中總貸款成長目標為12%,
最終成功取得16.3%,只有大馬貸款成長項目,該銀行目標是取得12%成長,
惟去年只達到10%成長。



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时光网络 并购计划巩固盈利

股市
行家论股
2012-02-24 18:12
目标价:85仙

最新进展:时光网络(TimeCom,5031,主板基建股)2011财年净赚9350万令吉,
符合市场预期。

该公司在刚宣布的2011财年报告中,营业额上扬20%,
语音业务进账按年升4%,按季持平。

以领域区分,时光网络的批发营业额按年增长4%,企业和政府营业额增12%,
而中小企业和消费者的营业额则按年增加9%。

时光网络本土市场增长将由批发和企业领军,而并购献意因在等候高庭批准而被延迟。

行家建议:我们预测,时光网络与寰宇电视(Astro)的合作,预计在2012财年下半年才会有所贡献
,短期内税前赚幅将受装置和器材费用所影响。

另外,我们相信并购计划也将促使该公司的盈利进一步巩固。

全球对优质数据宽频的需求大增和并购计划有利公司业务,但有市场竞争激烈和价格下降的风险。
分析:丰隆投资银行研究

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楊世光 胡思亂想的天空《57金錢爆》

觉得很有意思,分享下。


楊世光 胡思亂想的天空57金錢爆
投資的眼光 投機的方法 二者搭配得宜是一種修鍊 也是一種藝術 所以股市有人買就會漲 有人賣就會跌 金融市場扣除所有交易成本及稅費後 是一個零和遊戲 有人獲利有人賠錢 股市不會創造財富 只會轉移財富 散戶被軋空 對立面是主力滿手筹碼 富人有錢沒閒 窮人沒錢有閒 所以散戶的優勢在於"閒" 這是時間的優勢 富人會為了多活一天扔大錢 窮人會多一分錢浪費時間 假如窮人不願意輕易浪費時間 富人會花更多錢交換時間

以农立业:油棕芽腐病还是个谜 (下)

朱乾海博士又写了篇有关油棕芽腐病的恐怖。放上来增加知识。
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每日一专 农业 2012-02-29 11:27

本栏目2月22日写的是油棕芽腐病是个谜,我继续看南美洲有关芽腐的报告,
没想到看到2009的文章,芽腐的病因还是个谜。

哥伦比亚是南美洲最大的棕油生产国,前文写这个国家的芽腐病,
现在写其他南美国家相同的病害。

南美洲的油棕面积很小,研究工作乏善可陈(中美洲哥斯达黎加的油棕育种研究较为突出),南美文献记载的芽腐病也有可能是病症相似的其他病害。

当芽腐病在哥伦比亚肆虐时,苏里南在1971年种了1700公顷油棕,
到1976年,树龄4年的油棕已染上芽腐病。到1984-1987年间,病情加剧。

到1992年,被摧毁的植株达85%。联合国粮农组织1990年的统计显示,
苏里南有收成的树共有5400公顷,
到2000年的统计时只剩40公顷。虽然1986-1988国家不靖,
但芽腐病之为害肯定是油棕种植业一蹶不振的主因。

南美洲品种似能抗病

大约同时间在1980年代,巴西Para州的Belem
(我在橡胶文章里常提及的橡胶业历史重镇)也发生了油棕芽腐病,
当地人称之为Amarelecimeto fatal(葡萄牙语),简称AF,
哥伦比亚及其他的西班牙语国家称之为Pudricion del cogollo,
简称PC。葡萄牙文的fatal和英文同义,致死之意。

病害的丛生及传播大致相同:开始时少数植株,在不同地方发生,
然后传染开来成疫。Belem地方种有5300公顷油棕,
1988-1990年,2000公顷染病,几年后园主放弃油棕种植。

巴西别地方如阿姆逊州的油棕同样遭殃。庆幸的是州首府Maraus及Para
州首府的Belem都没有感染到AF或PC(参阅文献到1990年)。

这二个城镇我曾工作过一段时间,这里有野生及半驯化的南美洲油棕品种。
上周栏目我指出南美洲品种油棕似乎有抗芽腐病能力。

加强研究揭神秘面纱

在厄瓜多尔,芽腐病的首次记录在1976年,相信发现时病害已存在多年。

染病的全是4年树龄以上已结果的树。不过多数的病株陆续复元,
这是国土太平洋这一边的种植情况。在阿姆逊这一边,
2年树龄的树也已染病。在1992-1993年间,这里有2个大园坵,
各有5000公顷,到2000年2个园坵不复存在。

在秘鲁和委内瑞拉也有不完整的芽腐病报告。至於中美洲的哥斯达黎加的树冠病害,
那是另一种芽腐病,但一直被称为普通矛腐病(common spear root)。

我们对南美洲油棕的芽腐病或类似的树冠病害了解不多,我们应该加强这方面的研究,
当神秘的面纱揭开后,芽腐病就不再是个谜,如何应对才有意义。

朱乾海博士 橡胶研究专家
http://www.nanyang.com.my/node/425267?tid=678


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提醒下Green Ocean最新财报很糟糕,它的董事也前几天已陆续出货了。
有买的看着办吧。

Thursday, 23 February 2012

以农立业:油棕芽腐病是个谜

放上增加知识,也解释我对农业股的戒心。


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http://www.nanyang.com.my/node/423406?tid=678

每日一专
农业
2012-02-22 13:08

我在本栏目写过大马油棕业拉警报(7/12/2011)。事缘在吉隆坡举行2011年国际油棕大会上,
有来自哥伦比亚的种植人宣称他3200公顷油棕被芽腐病摧毁。

马来西亚或印尼没有芽腐病的正式报告,为了防患于未然,大马油棕局将成立工作小组探讨目前只发生在拉丁美洲的芽腐病。
我先看了一些资料,以便探讨工作进行时有一些准备。

手头上一份2003的详尽报告指出,拉丁美洲的油棕面积约37万公顷。哥伦比亚和厄瓜多尔占了60%。
有一段时间,哥伦比亚还是世界第4大棕油生产国,在马来西亚、印尼及尼日利亚之后。

拉丁美洲油棕业发展缓慢,除了是社会动荡因素,就是病害问题,最严重的病害是芽腐病。顾名思义,
病害始于树冠中心的矛状新叶,当病害蔓延至分生组织,植株随之死亡。

报告形容二种芽腐病:一种急性、一种慢性。前者病株必然死亡,发生在厄瓜多尔、巴西阿马逊、苏里南及哥伦比亚。
后者植株受伤,自动复元,但叶片缩小。研究人员不敢确定急性及慢性是二种不同的病,
还是一种病在不同环境情况下出现急或慢反应。在形容油棕叶病时,还有树冠病及矛腐病,我不清楚这些病和芽腐病有无关系。

芽腐病可能不是新病

芽腐病可能不是新病,早在1928年拉丁美洲开始种油棕时,就有此病的记载!

在1935年非洲刚果共和国也有芽腐病的记录。可惜上述2个国家在60年代社会动荡,
科学研究停顿不前,芽腐病没有下文。从60年代末期一直到1995年,
哥伦比亚则一直有芽腐病的讯息,这显示这病害在传播扩散,经济损失愈来愈严重。

位于北哥伦比亚Turbo地方的一个私人油棕园,在1965年发生芽腐病,几年后尚是幼龄期的2800公顷的非洲油棕(Elaeis guineensis)几乎全部染病
。非洲油棕即我们栽种的品种,曾在金希望园坵公司的研究所工作的友人P.D. Turner博士说,1969年芽腐病在哥伦比亚一个1800公顷的油棕园发生,
49,000植株染病(20%),1973年,尚有收成的树剩下850公顷,到1975年,油棕园宣告结束。

几十年来,研究工作者做了大量的研究,以期找出芽腐病的病因,想得到的可能病因都测试过,
包括病原菌可能是露菌的Phytophthora也实验过,病因依然全无头绪。近期据说已证明病原菌是Phytophthora palmivora。
这是一个很容易取证的病,为什么到现在才得到证实?

非洲油棕和南美油棕(E. Guineensis X.E. Oleifera)杂交的品种似乎有抗芽腐病的能力,
不过南美油棕品种产量较低,并且雄花粉产量少,结果南美油棕种植材料也较贵。

朱乾海博士

Maybank's BII pre-tax profit rises 25pc

Update下MBB印尼BII税前盈利增长25%,今天将公布的MBB季报应该不会很差吧.

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KUALA LUMPUR: Maybank's Indonesian unit PT Bank Internasional Indonesia Tbk's (BII)
pre-tax profit for the year ended December 31 2011 reached 985 billion rupiah (RM331 million),
25 per cent higher compared with 2010.

The improved performance was mainly driven by solid growth across the bank's core businesses,
improvement of asset quality, as well as from overall operational improvements, said BII in a statement yesterday.

The bank continued to book strong loan growth throughout 2011.

It recorded a 25 per cent consolidated loan growth from 53.6 trillion rupiah (RM18 billion) in
December 2010 to 67.2 trillion rupiah (RM23 billion) in December 2011.

Corporate loans contributed the largest growth of 42 per cent from 12.2 trillion rupiah (RM4 billion) in December 2010
to 17.3 trillion rupiah (RM5.8 billion) in December 2011, followed by small and sedium enterprises & commercial
and consumer loans which rose by 27 per cent and 15 per cent, respectively, compared with in 2010.

Bernama

Read more: Maybank's BII pre-tax profit rises 25pc http://www.btimes.com.my/Current ... icle/#ixzz1nA815s6v

Wednesday, 22 February 2012

马银行次季净利料12.7亿 按年增13% 按季滑1.3%

财经新闻
财经
2012-02-21 19:24


马银行海外的贷款业务将持续走强。
(吉隆坡21日讯)马银行(MAYBANK,1155,主板金融股)在2011财年第二季估计能够取得12.7亿令吉净利,按年增长率高达12.9%。

马银行将在本月23日宣布2011财年第二季业绩,由于该公司已把财年截止日期从6月底改为12月,
因此,2011财年只包含6个月的业绩,而即将宣布的第二季,是指2011年10月至12月的业绩。

MIDF研究的分析员指出,马银行第二季的12.7亿令吉净利预测,相等于16.6仙的每股净利,虽然按年增长12.9%,不过按季却微跌1.3%。

“按季下跌并不令人意外,因为大众银行(PbBank,1295,主板金融股)和大马投资银行(AMMB,1015,主板金融股)也出现相同的情况。”

6个月累计,马银行的净利估计达25.6亿令吉,每股盈利为33仙。
分析员预测,营运收入按年增18.6%,主要由较高净利息收入以及回教银行业务支撑。

至于非利息收入(包括保险业务收入),在第二季预测达13.5亿令吉,按季微增2.1%。

PT马银行盈利贡献低于10%

印尼子公司——印尼PT马银行(PT Maybank Indonesia),在6个月为马银行集团贡献的盈利比重,
估计仍然低于10%(首季为6%),分析员认为,扩展分行加上净利息赚幅下滑,都是主要的因素。

印尼央行在去年第四季,曾经宣布减息75个基点。

在贷款业务增长方面,分析员预测马银行能够达到预定的12%目标,因为首季贷款增长率年度化已经高达17.6%。

“虽然市场竞争剧烈,马银行首季本地房贷业务仍增长17.4%(年度化),比业界的14%来得高。”

随着工业贷款在2011年12月加速增长,因此,分析员预测马银行第二季的本地贷款业务将会反弹。

此外,根据新加坡和印尼工业贷款的增长趋势,马银行海外的贷款业务将持续走强。

2财测上修7.9%

由于非利息收入估计将会增加,因此,分析员上修马银行2011和2012财年的净利预测,幅度为7.9%。

“上修净利预测,是因为我们预测企业债券市场在未来将更加活跃,
尤其是近期的消息指有关当局将发售高达300亿令吉的回教债券以发展捷运工程,
此外,明讯(Maxis,6012,主板贸服股)也计划发售债券,用作资本开销以及为债务再融资。”

此外,两个财年的每股盈利也顺应上修,从32仙和63仙,提高至33仙和66仙,并已把股息再投资计划下所发行的新股计算在内。

分析员最终也把马银行的目标价格,从8.80令吉提高至9.55令吉,投资评级也从“中和”提升至“买入”。

Maybank IB sets sights on big IPOs

MAYBANK Investment Bank Bhd (Maybank IB) is optimistic of handling more higher valued initial public offerings (IPOs) this year.

"There was a dramatic slowdown in last year's IPO trend but we see big ones coming up this year,"
said Maybank IB chief executive officer Tengku Datuk Zafrul Aziz.

Last year, Maybank IB helped arranged four big IPOs, namely; MSM Malaysia Holdings Bhd,
Eversendai Corp Bhd, Bumi Armada Bhd and Pavilion REIT.

"This year, apart from Khazanah's Integrated Healthcare Holdings Bhd, Felda Global Ventures Holdings Bhd and Gas Malaysia Bhd,
there are another three to five big IPOs in the pipeline," he reporters after launching the company's mobile trading application
for the iPhone and iPad here yesterday.

The mobile trading application offers investors the convenience of checking their investment
portfolios, stock market news and trading ideas anytime, anywhere.

Also present at the launch were Maybank IB head of retail equities Mohamed Ariff Ismail
and Maybank IB research head of equity markets Wong Chew Hann.

Ariff said Maybank IB is projecting significant growth in retail stockbroking revenue.

"We're bullish on the prospects for this new application ... about 28 per cent of our stockbroking clients
are already trading via the Internet," he said.

To a question on the integration between Maybank IB and Singapore broker,
Kim Eng Holdings, Tengku Zafrul said it is progressing well.

"The integration process needs time as it entails various work streams.
It is important to realise the synergy between Maybank IB, Kim Eng and PT Bank Internasional Indonesia (BII) in Indonesia,
Maybank Philippines Inc and Maybank Singapore," he said.

The enlarged Maybank IB now has operations in Malaysia, Singapore, Hong Kong,
Thailand, Indonesia, the Philippines, India, Vietnam, Saudi Arabia, London and New York.

Going forward, he said Maybank IB will focus on establishing and expanding its line of business -
investment banking and advisory, retail equities, institutional equities, derivatives and asset management -
in its home markets - Malaysia, Singapore, Thailand and Indonesia.

Meanwhile, Wong said the local bourse and regional peers are currently experiencing liquidity-driven rally.
"While we see lots of liquidity flowing into Asia, it's not a start of a bull-run," she said.

She maintained a modest year-end target for the benchmark FTSE Bursa Malaysia Kuala Lumpur Composite Index at 1,500 points.




Read more: Maybank IB sets sights on big IPOs http://www.btimes.com.my/Current ... _html#ixzz1n4GBoAhc

Tuesday, 21 February 2012

传设10万吨棕油食用油厂 格林欧深获2400万政府资金

做个记录。

了解到油棕对我国经济的重要性,也知道它的潜能。
但对种植股还是敬而远之,因为心中对气候和传染病的戒心还是很深。
或者这么说,如果一个公司是靠天气吃饭,而且有可能被传染病影响的我都不大敢买。
可能是我杞人忧天,也可能是我明白传染病蔓延的迅速和可怕。
但棕油代替石油/制造食油实在是个不可忽视的商机和潜能,所以还是时不时留意它的发展。
月头看到这个新闻,心中还在犹豫。。。 思前想后。。。亏损公司咧。。。。
MBB,Timecom,Stareit对不起了,谁叫你们不跌反起。长期投资自我设下的目标还是要遵守的,所以投资户口的钱没动到。
最后。。。 从非投资的户口挪用了一些钱(玩乐用的)RM0。26买了一点点。。。。。

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传设10万吨棕油食用油厂 格林欧深获2400万政府资金 http://www.nanyang.com.my/node/419657?tid=462

(吉隆坡7日讯)知情人士披露,首相署旗下表现管理和履行单位(PEMANDU)将发放2400万令吉予格林欧深(GOcean,0074,创业板),
以设立1间可生产10万吨棕油提炼食用油厂房。

不愿具名知情人士告诉《南洋商报》:“基本上,格林欧深获得政府的支持,是经济转型执行方案(ETP)的部分计划。”

但是,为何格林欧深能够找到政府这座靠山呢?

原因很简单,因为格林欧深掌握了名为“NOVelin”的技术,能将棕油提炼成食用油,就算是摄氏零度也可以维持纯度。

目前,若气温低于摄氏24度,棕油提炼成的食用油将分解,换言之,
这类食用油只能在欧洲以及其它四季明显国家,如中国与韩国等使用大约8个月。
知情人士说:“随着格林欧深的产品能让韩国全天候使用,意味提炼方程式已彻底改变,这也是为何政府愿意当格林欧深后盾的关键因素。”


享20年专用权

“政府认为,格林欧深有潜力将大马的食用油出口量提升50%。”

他还披露,上述将棕油提炼成食用油的技术与专利权属于大马棕油局,格林欧深则拥有20年特许使用权。
目前,格林欧深销售1万1000吨棕油提炼食用油至韩国。

营业额剧增73%

另一方面,截至去年9月30日第二季,格林欧深营业额剧增72.77%至4442万5000令吉,上财年同期为2571万3000令吉,归功棕榈仁价格走高。

现财年首半年营业额累积至9245万9000令吉,较上财年同期的5115万7000令吉劲飙80.74%。

不过,生物科技业务总赚幅萎缩,导致公司现财年第二季净亏损从上财年同期的3万3000令吉,扩大至27万1000令吉。

截至去年9月杪首半年内,公司净亏64万7000令吉,比上财年同期的107万3000令吉取得显著进展。

截至去年9月杪第二季,格林欧深每股净亏损为0.16仙。
独家报道

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Wednesday February 8, 2012
New venture for Green Ocean

PETALING JAYA: Green Ocean Corp Bhd expects to start commercial production
of its NoveLin cooking oil in April, said president and managing director McKin Lee Byoung Jin.

The company has been working on the palm oil-based product that could withstand cold weather since 2009.

Lee, a South Korean national who bought into Green Ocean three years ago,
also said that the company was finalising a deal with two conglomerates for the exclusive supply of NoveLin.

“Production will be ramped up to 100,000 tonnes by the end of next year,” he told StarBiz.

Under Lee's stewardship, Green Ocean had secured the exclusive licence
to produce NoveLin edible oil from Malaysian Palm Oil Board (MPOB) in 2009.

Lee is a veteran in the Malaysian palm industry, having been in the sector over the last decade.
In 2006, using MPOB's technology to produce biodiesel,
Lee was instrumental in commercialising the production of biodiesel in South Korea.

NoveLin edible oil is a registered trademark technology developed by MPOB.
Invented by Dr Siew Wai Lin of MPOB, NoveLin could change the landscape of the crude palm oil market
by making it possible to export cooking oil to Europe.

Presently, palm-based cooking oil in its natural form cannot be exported to cold countries
as it crystalises in temperatures below 15 degrees. With the NoveLin technology,
palm-based cooking oil will remain in liquid form even in sub-zero temperatures.

Green Ocean subsidiary Ace Edible Oil Industries Sdn Bhd entered into the technology
transfer and licensing agreement with MPOB for the production of NoveLin edible oil in 2008.
Back then, it was still in the research and experimental phase.

“MPOB has exclusively given the NoveLin licence to Green Ocean for the commercialisation of the oil for 20 years,
since 2009. Green Ocean will pay 1% royalties to MPOB for the sale of NoveLin oil throughout this period.

“We will start the commercialisation of NoveLin in April this year.
Thus, this will be our new core business apart from our present activity of kernel crushing,” Lee said.

Green Ocean plans to start the construction of its second factory in September for the production of the 100,000 tonnes NoveLin oil.
The facility will be completed in eight months and the first 10,000 tonnes will be exported to South Korea.

“The appreciation of palm oil is very much discounted globally simply because it is not stable in cold countries.
Right now, Malaysia does export palm-based cooking oil but in extremely diluted form.
It is mixed with other softer oils to ensure it remains in liquid form,” Lee said.

He added that Green Ocean had been researching and developing
NoveLin over the last two years before finally getting the processes right.

“The tie-up with the conglomerates will be for an exclusive supply of NoveLin oil.
There is a guaranteed quantity to be supplied and an indirect profit guarantee to ensure that Green Ocean does not bear risk,” he said.

Green Ocean was previously an information and communication technology (ICT) company known as Online One Sdn Bhd.
Its business changed when Lee bought over and renamed it Green Ocean. He changed the business model to palm kernel crushing.

Nonetheless, Green Ocean had to write down the previous management's legacy bad debts,
and recognise the depreciation charges from the previous business model.
After three years of kitchen sinking, the balance sheet has now been cleaned up as the company enters a new phase of growth.

Lee said kernel crushing was a low-margin business and he planned the change the company's direction
by value adding the kernels to also produce cocoa butter substitute.

He said as there were no more writedowns now, he was confident that Green Ocean would turn around this year.

For the second quarter to Sept 30, 2011, Green Ocean revenue was up 72.77% to
RM44.43mil but it continued to be in the red with a net loss of RM271,000 from a loss of RM33,000 previously.

For its full year to March 31, 2011, it recorded revenue of RM152.6mil and net loss of RM2.9mil.

The company has cash of close to RM1mil and long and short-term borrowings of RM6.76mil.

---------------------------------------------------------------------------------------------------------------------------------------

KUALA LUMPUR:
Green Ocean Corp Bhd is poised to post a record profit of between
RM15 million and RM20 million in the financial year ending 31 March 2013.

The loss-making company is expected to register its first profit in four years for the financial year ending 31 March 2012.

“We should make a profit in the range of RM2.5 million,”
said its group managing director Lee Byoung Jin in an interview with Business Times.

Lee, a South Korean national, and parties aligned to him control about 28 per cent of the company.

Lee is banking on the company’s exclusive technology to push the company back to the road of profitability.

The technology was developed by the Malaysian Palm Oil Board (MPOB),
and Green Ocean pays the board a royalty for 20 years of exclusive use of the technology.

The technology, known as Novelin, allows Green Ocean to produce cooking oil which has cold stability at zero celcius,
which means it can be used during the cold winter period.

Palm-based products tend to solidify at about 24.1 degree Celcius,
which means palm oil-based cooking oil can’t be used during winter.

The Novelin technology, which has been trademarked by the MPOB,
is a game changer in the global cooking equation as it removes palm oil’s Achilles’ heel in cold weather.

If proven to be commercially successful on a large scale, it is also a significant cash cow for Green Ocean,
which has already commercially tested its products in the South Korean market.

Green Ocean has never posted a double-digit profit, and Lee,
who took the company over some three years ago, has been busy cleaning up the company’s balance sheet.

Today, the company has about RM9.70 million debts and about RM34.78 million assets, and Lee is excited about the future.

“We are expecting to get a grant of about RM24 million from the government’s
Performance Management and Delivery Unit (Pemandu) sometime in March to build a new factory.

The new factory will help us increase our production capacity by as much as 10 times.
"Our current production facility has a capacity to produce 11,000 tonnes of cooking oil,
but with the new plant, our capacity will increase to 100,000 tonnes," Lee said.

Green Ocean currently has a pilot plant near Port Klang, and the new plant,
which will take about nine months to complete, will be located in the same area.

He added that Pemandu is involved because the project undertaken by Green Ocean is part of the
government's Economic Transformation Programme.

Lee proudly pointed out that his company is 100 per cent export-based, namely to South Korea and China,
and that Green Ocean is the only company in Malaysia with the exclusive Novelin technology.

"We are the first and only company doing this right now," said Lee.

Read more: Green Ocean banks on new technology for profit http://www.btimes.com.my/Current_News/BTIMES/articles/20120208011015/Article/index_html#ixzz1n0AQvjs4


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Tuesday February 21, 2012

Bursa issues query over high share price and trading volume of Green Ocean

PETALING JAYA: Bursa Malaysia has stopped the trading in Green Ocean Corp Bhd's shares
less than half an hour before the market closed due to unusual market activity earlier in the day.

Bursa has questioned the ACE Market-listed company over the conspicuous increase in its share price and high trading volume.

Its share price soared 13.3% from 22.5 sen to 25.5 sen within the first half of yesterday's trading.

It halted trading at 4.34pm yesterday 11.1% higher than a day ago at 25 sen.
It was the most actively traded stock with 58.8mil shares changing hands.

Green Ocean's share price has been moving up since the end of last month, from 8.5 sen on Jan 31.

In a reply to Bursa Malaysia, Green Ocean said its subsidiary Ace Edible Oil Industries Sdn Bhd
was in the advance stage of negotiation to supply the entire premium cooking oil production to a conglomerate.

“We are still in negotiations stage on the intended supply agreement.
The company will make the appropriate announcement when the agreement is finalised in compliance
with Rule 9.03 of Bursa Securities ACE Market Listing Requirements,” it said.

Apart from Ace Edible Oil Industries' ongoing negotiation, Green Ocean said after making
due enquire with its directors and major shareholders, it was not aware any development that could contributed to the UMA.

Earlier this month, the group managing director McKin Lee Byoung Jin said that the
company would begin commercialisation of its non-solidifying cooking oil NoveLin in April.

NoveLin is a palm-based cooking oil created using the technology by the Malaysian Palm Oil Board (MPOB).
Its stabilising properties allow the oil to be used in winter, making it possible to export the product to Europe.

It was recently reported that Green Ocean was finalising a deal with two conglomerates for the exclusive supply of NoveLin.

If the deal goes through by the fourth quarter of their 2012 financial year,
the company targets to achieve RM15mil to RM20mil in profit in the next two years, in line with its expansion.

In addition, it is applying to receive a grant of RM24mil from the Government's Performance Management
and Delivery Unit in March to build a new factory.

Last month, Green Ocean proposed to undertake a private placement of up to
10% of the issued and paid-up capital of the company to investors yet to be identified.

It told Bursa Malaysia then that as of Dec 30, 2010, the issued and paid-up share capital
of the company was RM16.95mil, comprising 169.5 million ordinary shares of 10 sen each.

Green Ocean was initially an information and communication technology company known by the name of Online One Sdn Bhd.

When Lee bought over the company, he changed the business model to palm kernel crushing and has since renamed it.

Separately, Cybertowers Bhd denied that there were significant corporate developments in
the company following an unusual market activity (UMA) query by Bursa Securities.

Cybertowers' board replied that they were not aware of any rumour or report concerning the
business and affairs of the company as well as corporate developments that might account for
the sharp increase in price and high volume of trading in the company's shares.

Thursday, 16 February 2012

印尼政策逆转 大马银行再东渡并购

早上才提到的印尼不限制外资对当地银行的持股权,
你看网上南洋报道要等到19:16才看到。(不过比较详细)

及时的资讯真的很重要。。。

----------------------------------------------------------------------------------------

  2012-02-15 19:16
(吉隆坡15日讯)印尼政府政策逆转,不限制外资对当地银行的持股权,不但令联昌国际(CIMB,1023,主板金融股)和马银行(Maybank,1155,主板金融股)松口气,也将重燃大马银行东渡并购的风气。

根据路透社报导,印尼存款保证机构(LPS)总执行长柴蓝尼(Firdaus Djaelani)透露,为了避免吓跑竞逐国家持有的Mutiara银行股权潜在外国竞标者,印尼中央银行将不会执行限制外资持有国内银行股权的措施。

目前,外资能够持有印尼当地银行的股权高达99%,印尼央行早前曾经透露,会把上限降至50%左右。

丰隆投银研究分析员表示,上述来自印尼的消息,将使联昌国际和马银行松了一口气。
分析员说:“尤其是联昌国际,因旗下在印尼的联昌国际商业银行(CIMB Niaga Bank)对母公司盈利贡献高达三分之一,而印尼国际银行(BII)对马银行则仅有低于10%的盈利贡献。”

无论如何,联昌国际和马银行的基本面依然不变,
因分析员早前认为印尼在执行持股上限的政策,知易行难及耗时。
“由此,我们不认为联昌国际和马银行在印尼银行的持股会有任何变动。
所以也维持他们的业绩预测不变。”

另一方面,分析员指出,印尼外资持股上限政策告吹,大马银行东渡并购的风气也会重燃。
“这将使兴业资本(RHBCap,1066,主板金融股)和艾芬控股(Affin,5185,主板金融股)已经分别搁置的印尼Mestika Dharma银行与印尼Ina Perdana银行股权收购案,见到重新启动的曙光。”
他补充,若收购案最后事成,相信兴业资本的受益最大,
将有助于提升海外业务的盈利贡献,达5%至10%的规模。

印尼欲取回巨额救助金 Mutiara吸引优质竞标者

Mutiara银行是印尼政府于2008年金融风暴中,
以至少6.7兆印尼盾(约22.5亿令吉)巨款拯救存活的银行。

由于此拯救行动一直引来国会议员的轰击,故政府在设法取回救助资金的压力之下,
必须致力吸引越多越好的竞标者,来参与由LPS执行的Mutiara银行股权竞标活动。

LPS是该国借鉴1998年金融风暴后,
于2004年由印尼当局颁布相关法令下所成立的独立机构,并直接向总统负责。

针对脱售Mutiara银行股权事项,柴蓝尼表示:“我肯定央行会在外资持股权方面给予帮忙,
即不会颁布持股上限的政策。因为在我们在邀请外国企业竞标Mutiara银行资产之际
,央行将不会对此有所干扰。”

稳定外资信心

而印尼央行也曾在去年11月表示,该持股上限政策还在讨论当中,
但并不是该央行着力关注的重点,因他们不想因此触动“意想不到的后果”。
假设事件发展真如柴蓝尼所述,使得印尼央行去年所酝酿、
备受争议的外资持银行股上限计划胎死腹中,将给予外资追求印尼银行资产方面极大的信心稳定。

Aabar售兴业股权传闻 重燃银行并购风

银行界并购风气并不只有在邻国吹起,昨日传出阿布扎比的Aabar投资探讨脱售兴业资本股权事项,也撩起大马沉寂一段时间的银行界并购潮。
根据路透社报导,消息称Aabar投资正探讨脱售手中持有兴业资本总值13亿美元(39.58亿令吉)或25%的股权,并传出曾与日本三井住友银行(Sumitomo Mitsui Banking Corporation)会谈,
惟稍后来自与三井住友关系密切的消息来源表示,三井住友对该股权没有很大兴趣。

丰隆投银研究分析员表示,根据Aabar投资的意愿,兴业资本可能再次卷入并购揣测当中。
“因为Aabar投资看来并不会以低于先前每股10.80令吉的购入价,来脱售手中兴业资本股权。”

催化股价上修

兴业资本昨日(14日)闭市价落在7.28令吉,而今天闭市时报7.37令吉,起9仙或1.24%。
肯南嘉研究分析员则表示,Aabar投资的脱售动作,
对兴业资本将有催化股价上修的作用,也将引起竞逐该股权的激烈现象。

“在Aabar投资正为脱售股权整理潜在竞标者名单之际,
我们不排除此刻会出现非常激烈的竞标盛况。”
值得注意的是,他们认为对于此并购案的潜在估值,可能飙升高达2倍的账面价值。

“意味着兴业资本股价将可冲上介于10.20至11.50令吉的水平,此计算是根据该银行2011至2012财年每股5.09至5.75令吉的账面价值预测。”

Wednesday, 15 February 2012

HwangDBS keeps 'buy' call on Maybank



HwangDBS Vickers has raised its dividend expectations on Malayan Banking Bhd (Maybank) to
70 per cent from 60 per cent as it expects the bank to utilise its existing S108 tax credits before it expires.

In a note here today, the research house said the RM1.95 billion tax credit which expires in 2013,
implied that Maybank could pay a dividend of up to RM7.8 billion without incurring an additional tax.

It said, the bank's growth in Singapore and Indonesia remained strong, recording last year a
year-on-year (y-o-y) loan growth of 44.6 per cent and 28.8 per cent respectively,
which is seen to be stronger than Malaysia's 18.6 per cent.

In addition, HwangDBS noted that Singapore and Indonesia contributed
14 per cent and six per cent respectively to Maybank's pre-tax profit.

Maybank has an advantage of leveraging on deposits franchise for transactional banking,
given its high current and savings account base, which has a share of 36 per cent of the total deposits, it said.

"It is less susceptible to capital market weakness as over 50 per cent of its non-interest income is recurring,
mainly from transaction banking activities," added HwangDBS.
Maybank remains its top pick for defensive qualities and highest dividend yields in the sector.

Meanwhile, the research firm has maintained a "buy" call on the bank with a RM10.60 target price. -- Bernama

Read more: HwangDBS keeps 'buy' call on Maybank http://www.btimes.com.my/Current ... _html#ixzz1mQGnvgyl

掌握最新信息的重要性



早上朦朦胧胧听到radio说希腊的援助金会延发因为希腊政府未能做出什么东东。。。(听不清)
一听立刻精神大振,心想这次银行股可能会受影响下跌。
梳洗完毕便开电脑看有没有跌到我要的价钱。。。
怎知股价不跌反升,没关系先做我的东西。。。然后时不时看下股价。。咦?。。。还是一样。
纳闷下查看美国昨日收市,咦?也还好,没出现大跌?
心想可能新闻是在收市后发的,便去看了看新闻。。
一看头条。。哪有延发?还有利好消息。。。


Shares finish flat in late rally on Greece
(Reuters) - Stocks erased losses to end little changed on Tuesday after a Greek government source said
the conservative party leader was expected to deliver a letter of commitment to the country's international lenders.
NEW YORK | Tue Feb 14, 2012 7:46pm EST
http://www.reuters.com/article/2012/02/15/us-markets-stocks-idUSTRE80T0J120120215


奇怪之际,再随便看看新闻。。。原来。。是radio播了‘过期’新闻。虽然只相隔一小时,但消息面相差太大了。
希望本地电台新闻部勤劳点更新新闻,怪不得现在人们都依赖网上新闻了。


Greek leaders blow chance of quick EU bailout approval
(Reuters) - Euro zone finance ministers have dropped plans for a
special face-to-face meeting on Wednesday on Greece's new international bailout,
saying political party chiefs in Athens had failed to provide the required commitment to reform.
BRUSSELS/ATHENS | Tue Feb 14, 2012 6:46pm EST
http://www.reuters.com/article/2012/02/14/us-greece-idUSTRE8120HI20120214


这也令我想起了《货币战争》里罗斯柴尔德发迹的神话。虽然有人批评那是不严肃地在戏说历史,但我们就当故事来看好了。
重点是最新信息对投资者的重要性,尤其操盘频密的期货玩家。

西方流行文化中的一些传说,即罗斯柴尔德派人亲临现场观战,
得到英军胜利的消息后通过特快把消息传回伦敦,比指挥英军的威灵顿勋爵的信使快了一天。

当罗斯柴尔德得到确切的情报后,就在股市大抛政府的债券。
一直把他视为有最牢靠权威的消息来源的投资人,
由此产生了英军失败的错觉,立即陷入恐慌,导致债券大跌。

等债券价值跌到惨不忍睹的地步时,他突然出手大规模购入。
当这些债券低价到手时,威灵顿勋爵的信使也带回拿破仑覆灭的捷报,引起债券大涨。
罗斯柴尔德就是靠这样的阴谋而一夜暴富。’

MBB第二季業績简报


MBB第二季業績就快公布了。从两个报纸文章得出的简略内容如下。

興業研究在報告中說:
1。6个月的净利可达25亿6000万令吉,按年增长19.1%。
2。净利预测按季或有0.7%的微跌幅度,但按年应可增长13.5%。
3。以60%派息比率推測料派發每股27.5仙累計股息,若沿用近期的70%派息比率,每股派息至少可達32仙
4。高涨的贷款减值亏损(按季飙升200%)或削弱次季净利表现。


另一个是HLIB的报告指出根据Reuters说印尼不会实行限制外资持有当地银行的股权,这样对MBB的BII有利。


---------------------------------------------------------------------------------------------
马银行次季料增13.5%

财经新闻
财经
2012-02-15 08:57
(吉隆坡14日讯)在净利息赚幅(NIM)下滑及高涨贷款减值亏损拖累下,
马银行(Maybank,1155,主板金融股)次季净利表现估计将被削弱,惟各关键数据还算符合预期。

马银行将在下周公布2011财年次季业绩,分析员预测,累积6个月的净利可达25亿6000万令吉,按年增长19.1%。

拉昔胡申研究分析员预计,马银行次季净利预测虽然不比上一季好,
或有0.7%的微跌幅度,但按年来看,应可增长13.5%。

“马银行各个主要业绩数据应可符合预期。惟净利息赚幅按季下滑9个基点,
高涨的贷款减值亏损(按季飙升200%)或削弱次季净利表现。”

基于马银行约60%的净派息率,分析员看好该银行将宣布派发每股27.5仙的终期股息。

但他补充,马银行近期的派息记录都超过70%。
“若再重复此般派息水平,我们预测终期股息至少有32仙。”

至于展望2012财年贷款减值前净利预测,分析员放眼按年增6%,
提振动力来自净利息和非利息收入,分别预测有5.3%和5.4%增长。

“预测贷款增长会进一步下滑至9%,同时,
净利息赚幅也将面对收窄压力,预期会减低2个基点。”

无论如何,在预期高涨的信贷成本(47个基点)拖累下,分析员认为2012财年净利按年会有1.4%的收缩。

“2012年的信贷成本还是有转向比预期温和的机会,这将为未来盈利带来潜在升级空间。”

分析员维持评级和目标价,分别为“超越大市”和9.47令吉。
http://www.nanyang.com.my/node/421478?tid=462
http://biz.sinchew-i.com/node/56839

Sunday, 12 February 2012

国库欲脱售45% 3财团竞投时光工程


http://www.nanyang.com.my/taxonomy/term/462?page=1


(吉隆坡11日讯)国库控股(KHAZANAH)欲脱售时光工程(Time,4456,主板贸服股)
的45.03%股权,引来了三个财团的竞投。

这三个财团为ICT consultancy Zamcorp有限公司、IT solutions公司MM Tech机构,
以及一个与企业家赛莫达关系密切的财团。

《The Edge》财经周刊引述了不具名的消息来源指出,
“这三个财团最近接到通知,呈交他们对时光工程的业务计划书,包括了他们的献购价。”

“这些提出的献购价都比市价稍高,虽然也有财团拒绝付出比净资产值高的价位。”

时光工程的股价打从今年初以来,就一直上扬,并且在上周五以35仙作收,
写下了7个月以来的新高,超越了其每股净资产值20仙和每股盈利11.52仙。

陆续减持官企

国库控股欲减持时光工程股权之事早已是公开,
最近更公布将会通过公开竞标活动,将5家非核心业务的公司脱售。

市场因此传出,除了了时光工程,其他欲减持的公司股权,就包括了辉百(Faber,1368,主板贸服股)、
Muamalat回教银行、时光网络(TimeCom,5031,主板基建股)以及大马洋灰工业(CIMA)。

针对赛莫达也参与竞标时光工程之事,消息来源提到,
“丹斯里赛莫达或许要将旗下其他的业务,与时光工程相配。这样的合作关系,
可带来很多协同效益。”

在2011年脱售其皇冠上的宝石——时光网络后,时光工程仅留下三项核心业:
Dagang Net科技私人有限公司(网络商务公司)、时光系统综合私人有限公司(资讯工艺咨询公司),
以及时光Quantum科技私人有限公司(资讯科技解决方案供应商)。

Thursday, 9 February 2012

长期持有的简单道理?

本贴题目《长期持有的简单道理》就很清楚了,问题是买股的人清楚自己在做什么吗?
长期持有有两个道理
1。住入套房,被逼长期持有
2。当然是指长期投资

什么是长期投资?
顾名思意-就是要买个股票长期拥有,和公司一起成长,分享他的盈利。
不要说你的长期是因人而异,是5年,是10年,是20年。。。。

长期是你买后如果没有突发事件,你根本不会脱手。
你买了一间公司,有打算几年后脱手。。。。不是长期投资
你买了一间公司,有打算赚了几番后脱手。。。。那也不是长期投资
你买了一间公司,只想它不断成长,不断赚钱,直到永远。。。。
恭喜你! 有这种心态我才承认你是要长期投资。

你说:‘这谈何容易?如果那公司亏钱呢?如果公司处于被淘汰边缘呢?如果公司遇到强大竞争者呢?你还会长期持有?’

所以我说选股的重要性!

问:如果那公司亏钱呢?
答:为何你不选有堡垒的公司?

问:如果公司处于被淘汰边缘呢?
答:为何你不选有堡垒的公司?

问:如果公司遇到强大竞争者呢?
答:为何你不选有堡垒的公司?

为何你不选有堡垒的公司?

亏钱的公司-
是因为经营不善?还是有突发事件如天灾人祸?
前者罪无可赦,后者情有可原。
有堡垒的公司-无论哪个原因,亏钱后很快转为盈利,基本上生意有堡垒,很少亏钱。

处于被淘汰边缘的公司
有堡垒的公司,历久不衰。原因生意模式难于被取代,或是公司有自我更新基因,会不断创新提升自己。

遇到强大竞争者的公司-
有堡垒的公司,就算竞争者的投入千百亿,也只能从中抢走一些生意,不能取代它龙头老大的位置。


所以小弟觉得,如果你真的要长期投资。。
第一 请先调整心态
第二 好好选股


那么,突然间你会觉得四周的人很怪。。。

为何股价起了还那么开心?我要再买不是更加贵吗?
为何牛市那么开心?不是熊市才是机会吗?
为何每天盯着股价?不是应该看年报看新闻吗?

当然,说就容易,做却谈何容易。
所以长期投资都需要一种安慰剂叫做股息,它也显出你的公司是有能力赚钱并与股东分享的。
心态容易调整,好股难以选出。(呼吁大家分享心中的堡垒股!!!!!)

所以建议先调整心态
分的清清楚楚,那些钱是长期的,那些是投机的。
长期的- 沉着应战,心中着念不动如山。
短期的- 痛痛快快杀进卖出,让大势成为你的助力!

短期的,知道自己在做什么,也有一定的经验和知识- 为何不能称作投资呢?
长期的,不知道自己在做什么,只会死死抱住一味加码-难道不叫投机?

Sunday, 5 February 2012

時光網全年淨利料漲8.8%

大家好!! 新年过的好吗? 是时候回来做正经事了(前几天放了个白痴贴关于Wira追Lamborghini)。
真的笑瓜我 无聊的话去看看吧,看前三楼就好了。哈哈哈!!http://www.investalks.com/forum/viewthread.php?tid=12828



言归正传,Timecom又被救命丸DiGi的股息带动股价上升。本来合理价60仙到71仙再调到79仙。
证卷商的合理价听听就好,最重要你自己认为你买的公司值多少,SET了后反而应该祈祷股价一泻千里那么才有机会买更多。
看到FNN楼的有人很兴奋认为机会来了,恭喜恭喜!!

对不起之前答应的STAREIT分享很懒惰去整理。。。过年嘛。。。。
最近少看股市,一直在思考到底哪间公司有堡垒。。。
觉得现持有的Stareit,Timecom&MBB都不能符合。。。(MBB某方面可以)
FNN有想过但还是觉得不行(不要射我)。

你们有任何建议吗?
一个公司的堡垒是--你拿很多很多钱投入跟他竞争也注定要失败的(或者不能挤下他的龙头位置)。
常听到的有可口可乐,麦当劳,铁路公司等。

有建议吗?
有人有以下新闻的报告吗?OSK的。可以放上来吗? 谢谢!!


--------------------------------------------------------------------------------------------------------
時光網全年淨利料漲8.8%

熱股評析
2012-02-03 19:10
(吉隆坡3日訊)時光網(TIMECOM,5031,主板基建計劃組)獲數碼網絡(DIGI,6947,主板基建計劃組)
4千730萬股息收入激勵,2011財政年核心淨利料按年漲8.8%至9千680萬令吉。

時光網從營運中賺取4千720萬令吉稅前盈利,在數碼網絡股息方面,
則由440萬令吉增至4千730萬令吉,使時光網核心淨利(扣稅前)高升至9千680萬令吉。

時光網持數碼網絡3.5%股權或2億7千500萬股。

時光網將於本月16日公佈第四季和全年業績,其批發與企業區塊預料使營業額提高。

僑豐預期第四季為傳統旺季,時光網國內寬頻與租賃網絡享高成長,第四季營業額料按季成長21.2%、
按年成長9.1%至9千330萬令吉,這也把全球寬頻銷售(GBS)考量在內。

僑豐調高時光網評級至“短線買進”,目標價調高至79仙,具14.5%潛在上漲空間。

數碼網絡的考量達55%或43仙,數碼網絡拆細後,目標價調整至3令吉95仙,
若在估值時光網時把數碼網絡因素考量在內,時光網目標價是83仙。(星洲日報/財經)


http://biz.sinchew-i.com/node/56544?tid=18