tag:blogger.com,1999:blog-250589152024-03-28T16:19:07.418+08:00Sharetisfy歌词Unknownnoreply@blogger.comBlogger94125tag:blogger.com,1999:blog-25058915.post-78893083738608157452021-01-25T20:07:00.000+08:002021-01-25T20:07:43.496+08:00PRESBHD (5204)Prestariang unit seeks up to RM922m in damages after govt unilaterally terminated SKIN contract<p> <span></span></p><a name='more'></a><br />Prestariang unit seeks up to RM922m in damages after govt unilaterally terminated SKIN contract<br /><br />KUALA LUMPUR (Jan 25): Prestariang SKIN Sdn Bhd, a unit of Prestariang Bhd, is entitled to damages of between RM733 million and RM922 million after the Pakatan Harapan government unilaterally terminated a concession agreement (CA) for the provision of a comprehensive immigration system over 15 years with the company, said its lawyer.<br /><br />At the start of Prestaring SKIN’s hearing against the government, its counsel Datuk Lim Chee Wee in his opening statement, said the company had completed 22.37% of the project since 2017, based on an assessment by an independent expert.<br /><br />“The company did not breach any contract with regards to the CA with the government.There is no breach of contract, rather it is a unilateral termination by the Malaysian government over the CA by way of expropriation. Therefore, this court should not accept any argument that a clause in the agreement means the company is only entitled to receive a penalty sum.<br /><br />“In any case, the sum of RM732.86 million or RM922 million claimed by the company or what the court is willing to decide in these proceedings is calculated from July 22, 2019, is not unconscionable as alleged by the Malaysian government,” the senior counsel said.<br /><br />Lim submitted this before High Court's Judicial Commissioner Latifah Mohd Tahar on Friday evening, with a copy of the opening statement being sighted by theedgemarkets.com.<br /><br />Latifah replaces Justice Datuk Mohd Sofian Abdul Razak, who has been promoted to the Court of Appeal.<br /><br />Prestariang SKIN filed the suit in 2019, based on the contractual formula provided for in the CA, and after the two sides were unable to reach an agreement on the quantum to be paid by the government after engaging in a few rounds of negotiation.<br /><br />Prestariang SKIN secured the RM3.5 billion “Sistem Kawalan Immigration National” (SKIN) national integrated immigration system) project in August 2017 from the previous Barisan Nasional government. The project involves a 15-year concession to design and maintain a new immigration and border control system.<br /><br />On Dec 10 2019, the then-Pakatan Harapan government announced that the Cabinet had decided to scrap the project in favour of a new system that would save government funds.<br /><br />The concession involved a three-year build and deployment phase and a 12-year maintenance and technical operation phase. Payment by the government to Prestariang SKIN was to commence upon the full commissioning of the system with an average annual payment of RM294.7 million.<br />'Compensation should include RM231.54 million'<br /><br />Lim said the compensation sought by his client should include, but is not limited to, the costs it had incurred, namely RM231.54 million plus any loss of profit, as verified by Prestariang SKIN's independent expert Sanjay Sidhu of BDO Consulting Sdn Bhd.<br /><br />“In the event that this court finds that the contractual formula and approved financial model are not applicable to calculate the quantum of payment by the Malaysian government, Prestariang SKIN at the very least ought to be entitled to recover compensation for the work done,” he said.<br /><br />Lim emphasised that the execution of the CA requires his client to spend about one year to collate and gather information or produce a proposal for the project.<br /><br />He added that this project is a public private partnership approach, whereby Prestariang SKIN would bear all costs incurred, and completion risks during the first three years' from the development commencement date, and the government would not have to incur any cost until the program is fully developed -- that is, after the first three years of the concession.<br /><br />The government, Lim said would only pay after the project is completely operational, subject to the entire capital expenditure incurred as the project is privately funded.<br /><br />The company and the government executed the CA on August 9, 2017 and work gradually expanded, leading to a supplemental agreement on April 11, 2018.<br /><br />The PH government terminated the 15-year CA on Jan 22, 2019, by way of expropriation, on the grounds of national interest and public interest.<br /><br />As a result, Lim said his client suffered losses, including its parent company Prestariang's shares, which he claimed were “hammered down”, citing media reports that 35% of Prestariang Bhd's share value was wiped out in just a single trading day after news broke the project had been scrapped.<br /><br />He added that all third-party contracts between his client and others had to be terminated, and the company is now liable to make payment to these creditors, while various early termination costs have been incurred.<br /><br />“It is presently undergoing debt restructuring, where repayment under the scheme of arrangement is entirely contingent upon the receipt of payment from the government. This had led to the company's reputation to be greatly affected due to the various connotation of the termination being circulated by the media upon the expropriation,” he added.<br /><br />Lim said as the company is undergoing financial distress, it had to cut the number of employees. Prior to Nov 2018, the number of employees at Prestariang was 319. But after the expropriation, only 154 employees were retained as at April 2019, and as at June 2020, this fell further to 85.<br /><br />“Specifically, for Prestariang SKIN, there are no longer any employees since June 2020,” he said, adding that when the government re-opened the tender process, the work requirements demanded is similar to those stipulated in the CA, denoting his client's capability.<br /><br />Saying Prestaring SKIN is a victim of present circumstances, Lim said substantial time, energy and resources invested by his client throughout the entire CA to produce the best possible immigration system and the government is now refusing to honour its contract as stipulated in the CA.<br /><br />The government is disputing the calculation and findings of Prestaring SKIN's experts. It is represented by senior federal counsel Abdul Hanir Hambali.<br /><br />The hearing will continue on Jan 29.<br /><br />http://www.theedgemarkets.com/article/prestariang-unit-seeks-rm922m-damages-after-govt-unilaterally-terminated-skin-contract<br /><p></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-64916769551944751312020-09-03T18:22:00.000+08:002020-09-03T18:22:49.365+08:00Cover Story: These penny stocks are actively traded: Are they any good?<br />
<a name='more'></a>AMID the spike in retail participation in Bursa Malaysia, there is one eye-catching trend: investors concentrating on penny counters — even if these companies have largely underperformed historically.<br /><br />Of the 20 most active stocks on Bursa, 15, or 75%, have generally been loss-making.<br /><br />The five companies that have shown stable earnings in the recent past are Lambo Group Bhd, Borneo Oil Bhd, Iris Corp Bhd, KNM Group Bhd and Bioalpha Holdings Bhd.<br /><br />But earnings is not the reason these companies are hogging the limelight. Retail players are going for these counters because of the companies’ business venture announcements or speculation about them in share investing forums or online blogs.<br /><br />All these counters traded at below 60 sen at their peak, allowing for ample participation by retail investors who have limited capital.<br />When any news is good news<br /><br />In terms of volume, XOX Bhd led the pack with a total traded volume of 15.39 billion shares since June — more than seven times its issued share capital. From eight sen, the stock spiked to a four-year high of 31.5 sen in August.<br /><br />The mobile virtual network operator piggybacks on Celcom’s cellular network, and also offers services such as insurance and cloud service for its subscribers. Since its Bursa debut in 2011, XOX has been loss-making for eight years and profitable for two.<br /><br />Last month, XOX announced several new substantial shareholders: Hong Kong businessman Daniel Tam Ping Kuen with an 8.68% stake, and loss-making IT outfit Key Alliance Group Bhd with a 16.88% stake, following a one-to-one conversion of XOX preference shares at five sen apiece for RM6.22 million.<br /><br />XOX also has corporate figure Datuk Chai Woon Chet as a substantial shareholder with a 5.83% stake. Chai is also the substantial shareholder and managing director of Anzo Holdings Bhd, which also saw a spike in the trading of its shares recently.<br /><br />The renewed attention in XOX also spilled over into DGB Asia Bhd. Back in April, the two companies expressed their intention to collaborate in a vending machine business, tapping XOX’s network and DGB’s core business in automated identification and data capture (AIDC) solutions.<br /><br />As traders seek investment stories among small-caps in the current overheated market, any corporate exercise could easily attract attention.<br /><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/Cover_TOP20_TEM1333_theedgemarkets.jpg" /><br />For example, there are industrial automation system manufacturer AT Systematization Bhd, which is venturing into rubber glove manufacturing, and ICT firm Nexgram Holdings Bhd, which is moving into personal protective equipment and vaccine bottling manufacturing.<br /><br />K-One Technology Bhd, which develops electronic end-products and sub-systems, has made two separate announcements on its plan to manufacture nasal swabs for Covid-19 tests, and low-cost breathing ventilators amid the pandemic.<br /><br />Another company, MQ Technology Bhd, which manufactures equipment for hard disk production, announced its intention to acquire a rubber glove factory, amid speculation that it is eyeing Kamunting-based Latexx Partners Bhd.<br /><br />Meanwhile, Borneo Oil caught investors’ attention after it announced that it had found gold deposits in its mining land in Pahang. The Sarawak-based company currently operates five F&B brands, and owns limestone sites and agricultural land in East Malaysia.<br /><br />PDZ Holdings Bhd, which provides shipping services, confirmed speculation that it was partnering loss-making Sanichi Technology Bhd to develop an e-commerce logistics hub in Johor, which speculators said would cost more than RM1 billion — or 10 times its market capitalisation of RM93.87 million.<br /><br />Meanwhile, shares in health supplement products manufacturer Bioalpha were sought after, as it had secured a five-year contract worth RMB3.5 billion (RM2.1 billion) to supply ingredients for health food and nutritional meals to private and public sectors in China.<br /><br />The excitement in AT Systematization also appeared to spill over into Trive Property Group Bhd, in which the former has a 6.99% stake. It bought into Trive Property in February 2019, as it wanted to collaborate with Trive’s solar division at the time.<br />Thematic play pushes traders to solar, tech and oil<br /><br />There was also the recent hype in renewable energy stocks. Besides Trive, attention was also focused on VSolar Group Bhd, which is bidding in the upcoming Large Scale Solar (LSS) award by Putrajaya.<br /><br />In terms of market capitalisation, integrated upstream oil and gas contractor Sapura Energy Bhd leads the pack with RM1.91 billion, followed by Iris with RM917.69 million and KNM with RM612.05 million.<br /><br />The interest in Sapura and KNM may be due to the recent rise in oil price to US$45 per barrel, although it is far from the desired price and the oil market is still considered volatile.<br /><br />Iris, which produces passports and smart cards for local and overseas customers, saw its shares touch a five-year high of 44 sen this month, on news that it is one of two front-runners for the billion-ringgit National Integrated Immigration System (NIIS) contract.<br /><br />NIIS is the new iteration of the scrapped Sistem Kawalan Imigresen Nasional (SKIN), which was awarded to Prestariang Bhd in 2017 for a 15-year concession worth RM3.5 billion.<br /><br />The overheated market also boded well for Fintec Global Bhd, which is involved in the trading of securities. It posted a substantial profit jump in recent quarters, owing to a spike in the prices of its marketable securities.<br /><br />Investors were also looking to ride the global tech rally, which probably contributed to the high trading activity in IT consultant group NetX Holdings Bhd. The company proposed a private placement in July to fund the development of its digital platforms and analytics systems.<br /><br />The tech fever also spread to Eduspec Holdings Bhd, which provides IT literacy materials for primary and secondary schools and e-commerce business operator Lambo.<br /><br /><br /><br />This story first appeared in The Edge Malaysia CEO Morning Brief on Aug 19<br /><br />http://www.theedgemarkets.com/article/cover-story-these-penny-stocks-are-actively-traded-are-they-any-good<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-61416910502223016082020-07-27T21:59:00.001+08:002020-07-27T21:59:48.016+08:00PRESBHD (5204) Something is brewing within? <br />
<a name='more'></a><br /><br />
<div class="margint30" id="blogcontent" itemprop="articleBody">
With NASDAQ reaching new high in the past few weeks, the technology
sectors seems to be making a comeback. With some of the tech stock
rallying to some of the new highs (even higher than before the plunge in
March), one of the stock has caught my attention. <br />
<span style="color: #333333; font-family: Verdana, Arial, Helvetica, fantasy, sans-serif;">*I'm
just a newbie in this field and this is just my thoughts. My views are
not a buy/sell call. This is just my 2 cents on this counter. </span><br />
<br />
<strong><span style="color: red;"><u>Presbhd: Looking back on what has occured in the past week</u></span></strong><br />
<span style="color: black;">1) A new judicial commissioner - Datuk
Seri Latifah has been appointed to hear the case (involving the
cancellation of the SKIN Project, a RM732.86mil suit between Presbhd
against Malaysia Government). The date has been fixed on Jan 21,22
2021. </span><br />
<span style="color: black;">2) Dr Abu Hassan Ismail (founder,
president cum CEO of Presbhd) has subscribe to 79.58mil shares in
Presbhd (15% stake) through a private placement exercise. The price per
subscription is at 35 cents. </span><br />
3) Presbhd has announced a rights issue exercuse. It is expected to
raise RM35.57 million (or 176.84mil shares @ RM0.20). For every three
Presbhd shares, shareholder is entitled to 1 rights share and 1 free
warrant. The proceeds will be utilised in the following manner:<br />
<img height="283" src="https://klse.i3investor.com/files/my/blog/img/bl6453_presbhd_annoucenment.png" width="600" /><br />
*Extracted from the announcement dated 23 July 2020.<br />
4) Affinhwang Multi Asset Fund has been acquiring a total of 20mil
shares in Presbhd (20 Jul - 22 Jul 2020), raising their direct interest
to 11.31% (currently holding 60mil Presbhd shares). <br />
<br />
<span style="color: red;"><u><strong>What caught my attention</strong></u></span><br />
Many people told me that having a rights issue right now is like taking
a suicidal pill. This is because the timing of having a rights issue
right now would mean that the company is in deep trouble, having no
alternative cash or cashflow to fund their business. As such, they seek
to raise money from shareholders.<br />
However, given the fact, the share price closes at RM0.505 on friday
even though the rights issue were announced. This is a good sign.<br />
On top of that, the owner of the company willingly subscribe to the
shares at RM0.35. The rights issue provide an avenue for shareholders to
subscribe it at RM0.20 with free warrant attached. Why would anyone pay
for something more expensive and provide the shareholders to subscribe
to something that is way cheaper? This makes no sense to me at all. <br />
<div>
</div>
<span style="color: red;"><u><strong>Technical Chart</strong></u></span><br />
Technical wise, the chart seems to be doing well. With friday closing price at RM0.505,<br />
1) The price is above its 7,14, 200 Moving Average.<br />
2) With the chart forming a double bottom, this is a good reversal trend, showing that the stock is bullish.<br />
3) Bullish engulfing is formed.<br />
<br />
<img height="289" src="https://klse.i3investor.com/files/my/blog/img/bl6453_pres.png" width="600" /><br />
<br />
<span style="color: #333333; font-family: Verdana, Arial, Helvetica, fantasy, sans-serif;">Feel free to drop me a message/comment below for your input. Hopefully we can have a healthy discussion on this counter. <br /><br />https://klse.i3investor.com/blogs/starringpresbhd/2020-07-26-story-h1510751236-Something_is_brewing_within.jsp</span><br />
</div>
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-31401461793220584142020-07-24T18:43:00.002+08:002020-07-24T18:43:34.472+08:00Prestariang seeks to raise RM35m through one-for-three rights issue<br />
<a name='more'></a><br /><br />KUALA LUMPUR (July 23): Two days after proposing a private placement of 15% of its shares to its founder Dr Abu Hasan Ismail, Prestariang Bhd today announced another cash call.<br /><br />In a bourse filing, Prestariang said it is planning to raise a further RM35.37 million via a renounceable rights issue of ordinary shares with free detachable warrants.<br /><br />The rights issue will involve up to 176.84 million new shares at an issue price of 20 sen per rights share, on the basis of one rights share for every three Prestariang shares held. The rights issue will come with free detachable warrants, on the basis of one warrant for every one rights share subscribed.<br /><br />Together with the RM27.85 million injection agreed to by Abu Hasan on Tuesday, Prestariang is aiming to raise a total of RM63.22 million through the two corporate exercises.<br /><br />Abu Hasan will take up a total of 79.58 million new shares or a 15% stake in the company at 35 sen per share with free detachable warrants on the basis of one warrant for every placement share.<br /><br />Of the total proceeds raised, Prestariang said RM28.3 million will be used for working capital, RM17.51 million for business expansion for new product offerings and RM16.5 million for partial repayment of advances from directors as well as redemption of the redeemable secured loan stocks.<br /><br />“Barring any unforeseen circumstances and subject to all required approvals being obtained, the proposals are expected to be completed by the fourth quarter of 2020,” the group said.<br /><br />As at July 20, being the latest practicable date for the corporate exercises, Abu Hasan did not hold any shares in the company.<br /><br />As part of the corporate exercise, Prestariang said it is also establishing a long-term incentive plan, which comprises an employee share option scheme and share grant plan of up to 15% of the issued share capital of the company.<br /><br />Shares of Prestariang closed one sen or 2% lower at 49.5 sen today, valuing the company at RM263 million. The stock has rebounded 330% from its recent low of 11.5 sen on March 19.<br /><br />http://www.theedgemarkets.com/article/prestariang-seeks-raise-rm35m-through-oneforthree-rights-issue<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-40385569777061370432020-06-29T18:34:00.001+08:002020-06-29T18:34:38.051+08:00New judge to be picked for PRESBHD (5204) Prestariang's RM732.86m suit against the government<br />
<a name='more'></a>New judge to be picked for PRESBHD (5204) Prestariang's RM732.86m suit against the government<br /><br />KUALA LUMPUR (June 29): A new judge will be selected for Prestariang SKIN Bhd's RM732.86 million suit against the government, as the initial replacement for Justice Datuk Indera Mohd Sofian Abd Razak, who has been elevated to the Court of Appeal, could pose a conflict of interest.<br /><br />Datuk Lim Chee Wee, the counsel for Prestariang SKIN, which is a subsidiary of listed company Prestariang Bhd, told the court that Justice Wong Chee Lin, who will be replacing Mohd Sofian, was a former partner of his at Skrine.<br /><br />Lim said there might be a conflict of interest, although he himself is soon leaving Skrine for his own legal firm.<br /><br />"May I seek your lord's permission to proceed before a different judge?" asked the lawyer.<br /><br />"I will write to the CJM (Chief Judge of Malaya) for another judge to take over, besides Wong Chee Lin," said the judge.<br /><br />Meanwhile, Mohd Sofian has vacated the July dates which were previously set for the suit, as Lim told the court that both parties in the suit are still exchanging affidavits and therefore it would not be prudent to start on July 1.<br /><br />The trial was previously slated to continue on July 1, 2 and 3.<br /><br />The judge said that it would not be right for him to set the future dates of the trial, as the new dates should only be set by the judge to be appointed to hear the case.<br /><br />Prestariang filed the action to claim the amount from the government in 2019 following the termination of the national immigration control system (SKIN) project.<br /><br />Prestariang SKIN secured the RM3.5 billion SKIN project in August 2017 from the previous Barisan Nasional government. The project involves a 15-year concession to design and maintain a new immigration and border control system.<br /><br />On Dec 10 last year, the Pakatan Harapan government announced that the Cabinet had decided to scrap the project in favour of a new system that would save government funds.<br /><br />The concession involved a three-year build and deployment phase and a 12-year maintenance and technical operation phase. Payment by the government to Prestariang SKIN was to commence upon the full commissioning of the system with an average annual payment of RM294.7 million.<br /><br />http://www.theedgemarkets.com/article/new-judge-be-picked-prestariangs-rm73286m-suit-against-government<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-77359407715500977132020-06-23T17:57:00.000+08:002020-06-23T17:57:06.730+08:00Stocks you wish you had bought during the March equity rout<br />
<a name='more'></a><br /><br />
<div class="content text-justify" style="font-size: 16px;">
KUALA LUMPUR (June 23): At the peak of the global
equities rout in March, when share prices were battered to decade-low
levels, the best bargain-hunting opportunities presented themselves.<br />
Investors who dared to go against the herd then and seized such opportunities will be laughing to the banks now. <br />
The FBM KLCI, which fell nearly 400 points to a low of 1,219.72
points — its lowest since the Global Financial Crisis in October 2009 —
has since rallied to reach 1,511.24 points yesterday, erasing nearly all
its losses this year.<br />
Likewise, the Bursa Malaysia Small Cap Index has bounced back 4,450.74 points to 12,140.01, from this year’s low of 7,689.27.<br />
Given the strong share price rebound, the CEO Morning Brief has
compiled a list of star performers on Bursa Malaysia — stocks that you
probably wish you had acquired on March 19, when most hit their trough.
The stocks are divided based on their market capitalisation (market
cap).<br />
<h3>
Market cap of more than RM10 billion</h3>
In this category, nine saw more than 30% jump in share price.
Altogether, these stocks have gained some RM187.61 billion worth of
market value since March.<br />
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<a class="mobx embedimg-icon imgw-240" data-rel="ceolightbox" href="https://assets.theedgemarkets.com/pictures/super-big-cap-above-10bil-new-22062020.png"><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/super-big-cap-above-10bil-new-22062020.png" /></a></div>
Topping the list is Top Glove Corp Bhd, whose share price has more
than doubled over the past three months, followed by Hartalega Holdings
Bhd and Kossan Rubber Industries Bhd, amid growing expectation of
immense demand for rubber gloves.<br />
Press Metal Aluminium Holdings Bhd, which sank to a near three-year
low of RM2.84, is another star performer. It has since surged 63.5% to
RM4.65. Both Genting Bhd and Genting Malaysia Bhd, which experienced an
unprecedented worldwide shutdown of their casinos as the pandemic swept
across the globe, have also managed to rally over 40%.<br />
<h3>
Market cap of RM5 billion to RM10 billion</h3>
There are 24 companies that are valued over RM5 billion. Of these,
half did not make the cut for this bracket because the gains seen were
not that impressive. <br />
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<a class="mobx embedimg-icon imgw-240" data-rel="ceolightbox" href="https://assets.theedgemarkets.com/pictures/big-cap-5bil-10bil-new-22062020.png"><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/big-cap-5bil-10bil-new-22062020.png" /></a></div>
The pack that did is led by glove maker Supermax Corp Bhd, whose
stock has soared five times (406.8%) to RM7.40 in the past three months.
Valued at just below RM2 billion in mid-March, the company is now worth
RM8 billion more, with its market cap standing at RM9.56 billion on
market close on June 19.<br />
MyEG Services Bhd, which rose 84.91%, is the second top gainer in
this category after it jumped onto the pandemic bandwagon with
healthcare related business ventures.<br />
Airport operator Malaysia Airports Holdings Bhd, despite being one of
the worst hit by the pandemic, saw its share price climb 41.6% from
RM3.99 — which was its lowest point since August 2015.<br />
<h3>
Market cap of RM1 billion to RM5 billion</h3>
Other than Shangri-La Hotels (M) Bhd that has fallen another 6.53%
since March, the other 99 companies that are valued above RM1 billion to
RM5 billion have recouped losses. Ten of these companies saw their
share prices double.<br />
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<a class="mobx embedimg-icon imgw-240" data-rel="ceolightbox" href="https://assets.theedgemarkets.com/pictures/mid-large-cap-1bil-5-bil-new-22062020.png"><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/mid-large-cap-1bil-5-bil-new-22062020.png" /></a></div>
Comfort Glove Bhd, notably, joined the billion-ringgit club after
growing fourfold (365%) to RM2.88. Valued at just RM361 million in
mid-March, it now has a market capitalisation of RM1.68 billion.<br />
Interestingly, technology counters also crowd this list, on
optimistic prospects about automation upgrades and 5G development. UWC
Bhd for one, has leapt 235% in the past three months; Greatech
Technology Bhd (up 193%), Frontken Corp Bhd (129%), and Pentamaster Corp
Bhd (100%) are also among the top gainers.<br />
<h3>
Market cap of RM500 million to RM1 billion</h3>
Besides glove makers that dominate this list, Luxchem Corp Bhd has
also performed well, with a gain of 110% to 70.5 sen. The company
supplies chemicals to glove manufacturers.<br />
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<a class="mobx embedimg-icon imgw-240" data-rel="ceolightbox" href="https://assets.theedgemarkets.com/pictures/mid-cap-500mil-1bil-new-22062020.png"><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/mid-cap-500mil-1bil-new-22062020.png" /></a></div>
Another top gainer is Supercomnet Technologies Bhd, which has jumped
some 288% from its low of 32 sen in March to RM1.24 on Friday. It was
reported that the company has seen its order volume doubling since the
Covid-19 outbreak began. Yesterday, the counter climbed another 26 sen
or 20.97%, to close at RM1.50, prompting an unusual market activity
query from Bursa Malaysia. Earlier in the day, it gained as much as 36
sen or 29.03%.<br />
Other notable stocks which saw their share prices surpassing their
start-of-the-year prices include frozen food maker Kawan Food (which has
rebounded 115% in the past three months to RM1.75), pharmaceutical
giant Pharmaniaga (up 152% to RM2.36), plastic-packaging maker Thong
Guan Industries (rallied 80% to RM3.68) and tissue paper maker NTPM
Holdings (rebounded 80% to 54.5 sen).<br />
<h3>
Market cap of RM100 million to RM500 million</h3>
Sinotop Holdings Bhd tops this list with its share price having
increased to 56.5 sen, up over 600% from its March low of eight sen. It
jumped on board the e-government services bandwagon at end-April by
buying a stake in Dapat Vista Sdn Bhd, which owns MyPay, an app that can
access multiple government services.<br />
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<a class="mobx embedimg-icon imgw-240" data-rel="ceolightbox" href="https://assets.theedgemarkets.com/pictures/small-cap-100mil-500mil-new-22062020.png"><img alt="" class="img-fluid" src="https://assets.theedgemarkets.com/pictures/small-cap-100mil-500mil-new-22062020.png" /></a></div>
As for ConnectCounty Holdings Bhd, the company has said it is in
talks for a possible reverse takeover involving S5 Systems Sdn Bhd — an
immigration security firm that is deemed an important strategic partner,
even by My EG Services Bhd. However, the company did not reveal any
concrete plan.<br />
The chase for stocks under the government solutions theme has even
spilled over to Prestariang Bhd, which has rebounded by some 374% to
54.5 sen. The company has not reported any material developments lately,
other than a stake divestment that raised RM5.52 million. The firm is
still engaged in a court case with the government that started in 2019,
following the termination of the national immigration control system
(SKIN) project.<br />
<h3>
Small and nano caps jump on new healthcare ventures</h3>
The share price trends of most small and nano cap companies have been
mainly dictated by news flow about their opportunistic ventures into
the healthcare segment.<br />
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Companies that ventured into ventilators manufacturing such as AT
Systematization Bhd and K-One Technology Bhd have jumped 575% and 405%
respectively. Those that went into the distribution of Covid-19 test
kits have also seen their share prices surge, like Ho Wah Genting Bhd
(up 600%) and ACO Group Bhd (272%).<br />
Meanwhile, MQ Technology, up 233% to 5 sen, has been deemed the
newest proxy to the glove rally, after it confirmed on Friday that it
was one of the front frontrunners to acquire loss-making glove
manufacturer Latexx Partners.<br />
<br />
http://www.theedgemarkets.com/article/stocks-you-wish-you-had-bought-during-march-equity-rout <br />
</div>
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-17787027433516982692020-06-23T17:55:00.000+08:002020-06-23T17:55:57.426+08:00你希望在3月股市暴跌期间有买入的股票<br />
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(吉隆坡23日讯)在3月全球股市暴跌的高峰期,股价跌至10年来低位,逢低吸纳的最佳机会出现了。<br />
当时敢于逆势而为,抓住这个机会的投资者现在可是很得意。<br />
富时隆综指挫跌近400点,至1219.72点低位,为2009年10月全球金融危机以来最低。截至昨日,综指回升至1511.24点,几乎收复今年所有失地。<br />
同样,富时大马小型股指数从7689.27点的年内低位,反弹4450.74点,报12140.01点。<br />
鉴于股价强劲反弹,今日的CEO Morning Brief整理了大马交易所表现出色的股票,你可能希望自己在3月19日买入这些几乎都跌至谷底的股票。股票是根据市值来划分。<br />
<strong>市值超过百亿</strong><br />
在这类别中,有9家公司的股价涨幅超过30%。自3月以来,这些股票的市值累计上涨了约1876亿1000万令吉。<br />
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居榜首的是顶级手套(Top Glove Corp Bhd),股价在过去3个月上涨了一倍多。紧随其后是贺特佳(Hartalega Holdings Bhd)和高产柅品工业(Kossan Rubber Industries Bhd),因市场对橡胶手套的巨大需求预期不断上升。<br />
股价跌至2.84令吉近3年低位的齐力工业(Press Metal Aluminium Holdings Bhd)是另一只表现出色的股项,劲扬63.5%至4.65令吉。而因新型冠状病毒肺炎疫情肆虐,前所未有地关闭全球赌场的云顶(Genting Bhd)和云顶马来西亚(Genting Malaysia Bhd)也上涨了40%以上。<br />
<strong>市值介于50亿至100亿</strong><br />
有24家公司的市值超过50亿令吉。当中,有一半没有达到标准,因为涨幅并不是那么可观。<br />
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表现最佳的是手套制造商速柏玛(Supermax Corp Bhd),在过去3个月飙升406.8%至7.40令吉。该公司在3月中旬的市值略低于20亿令吉,如今市值增加了80亿令吉,截至上周五(19日)收盘报95亿6000万令吉。<br />
进军医疗保健相关业务,加入大流行病顺风车的MyEG服务(My E.G. Services Bhd)劲扬84.91%,涨幅为第二高。<br />
机场营运商大马机场控股(Malaysia Airports Holdings Bhd)虽然是受疫情影响最严重的公司之一,但股价却从2015年8月以来最低的3.99令吉,攀升了41.6%。<br />
<strong>市值介于10亿至50亿</strong><br />
除了香格里拉(Shangri-La Hotels (M) Bhd)自3月再次下跌6.53%之外,其他99家市值介于10亿至50亿令吉的公司已收复失地,其中10家公司的股价翻了一番。<br />
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股价大涨365%至2.88令吉的Comfort Glove Bhd加入十亿市值俱乐部。今年3月中旬市值仅为3亿6100万令吉,而现在市值达16亿8000万令吉。<br />
由于对自动化升级及5G发展的乐观前景,科技股也占据该榜。以UWC Bhd为例,该股在过去3个月跃升了235%、阁代科技(Greatech Technology Bhd)的涨幅为193%、前研科技(Frontken Corp Bhd)129%,以及腾达(Pentamaster Corp Bhd)100%。<br />
<strong>市值介于5亿至10亿</strong><br />
除了盘踞该榜的手套股,理建(Luxchem Corp Bhd)的表现亦不俗,上涨了110%至70.5仙。该公司向手套制造商供应化学品。<br />
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另一大赢家是神通电线(Supercomnet Technologies Bhd),从3月的32仙低位,涨了约288%至上周五的1.24令吉。据报道,自疫情爆发以来,该公司的订单翻了一番。昨日,该股再攀26仙或20.97%,收于1.50令吉,因而遭马交所发出不寻常市场交易(UMA)质询。当天稍早,该股一度上涨36仙或29.03%。<br />
其他值得注意,股价超过年初价格的股票包括冷冻食品制造商佳源食品(Kawan Food Bhd),过去3个月回弹115%至1.75令吉、制药业巨头发马(Pharmaniaga Bhd)扬升152%至2.36令吉、塑料包装生产商通源工业(Thong Guan Industries
Bhd)升80%至3.68令吉,以及卫生纸制造商启顺造纸业(NTPM Holdings Bhd)反弹80%至54.5仙。<br />
<strong>市值介于1亿至5亿</strong><br />
顶峰控股(Sinotop Holdings Bhd)位居榜首,股价从3月的8仙低位,激增逾600%至56.5仙,因在4月底收购拥有MyPay应用程序的电子政府服务商Dapat Vista私人有限公司。<br />
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至于ConnectCounty Holdings Bhd,该公司表示正与S5 Systems私人有限公司就潜在倒置收购进行谈判。后者是一家移民安全公司,甚至被MyEG视为重要策略合作伙伴。不过,该公司没有透露任何具体计划。<br />
追逐政府解决方案股延续至Prestariang Bhd,该股回升约374%至54.5仙。除了售股筹资552万令吉外,该公司最近没有任何重大发展。由于国家移民监控系统(SKIN)项目遭终止,该公司自2019年起与政府进行诉讼。<br />
<strong>微小型市值</strong><br />
大多数小型和微型市值公司的涨势,主要受到进军医疗保健业务的消息所提振。<br />
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涉足呼吸机制造的公司,如宜鼎系统(AT Systematization Bhd)和企文科技(K-One Technology
Bhd)分别暴增575%和405%。而分销新冠肺炎快速检测试剂盒的公司也大幅上涨,如豪华云顶(Ho Wah Genting Bhd)劲涨600%,以及ACO集团(ACO Group Bhd)扬272%。<br />
同时,被视为手套涨潮新代表的微领科技(MQ Technology Bhd),大涨233%至5仙。该公司上周五证实,竞购手套公司利得股份(Latexx Partners)。<br />
<br />
(编译:陈慧珊)<br />
<br />
http://www.theedgemarkets.com/article/%E4%BD%A0%E5%B8%8C%E6%9C%9B%E5%9C%A83%E6%9C%88%E8%82%A1%E5%B8%82%E6%9A%B4%E8%B7%8C%E6%9C%9F%E9%97%B4%E6%9C%89%E4%B9%B0%E5%85%A5%E7%9A%84%E8%82%A1%E7%A5%A8 Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-30717538973103589482020-06-16T22:09:00.002+08:002020-06-16T22:09:52.764+08:00[Facebook live video:浅谈PRESBHD (5204) 必达量 Prestariang berhad (PresBhd)] - James的股票投资James Share Investing <br />
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<b>[Facebook live video:浅谈PRESBHD (5204) 必达量 Prestariang berhad (PresBhd)] - James的股票投资James Share Investing </b><br />
-----------------------------<br />
James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
<br />
a)<b> FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.49 (dividend RM0.04) <b>in 1 year 10 months 4 days, total return is 253.8%</b><br />
b) <b>TOPGLOV (TOP GLOVE CORP BHD),</b> recommended on 1 July 18, initial price was RM12.14, rose to RM31.92 (adjusted)(dividend RM0.32) <b>in 1 Year 11 months 15 days, total return is 165.6%</b><br />
c) <b>MI (MI TECHNOVATION BERHAD</b>), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.66 (adjusted)(dividend RM0.055) <b>in 1 Year 14 days, total return is 122.5%</b><br />
d) <b>KKB (KKB ENGINEERING BHD</b>), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) <b>in 1 year 11 months 15 days, total return is 116.4%</b><br />
e)<b> JAKS (JAKS RESOURCES BHD),</b> recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.905 i<b>n 1 year 4 months 27 days, total return is 57.4%</b><br />
f)<b> PWROOT (POWER ROOT BHD),</b> recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.23 (dividend RM0.148) <b>in 1 Year 8 months 9 days, total return is 49.6%</b><br />
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b><br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br />
Whatsapp : 011 - 15852043<br />
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这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR3TYN3W1Py_Ik2DK1HCXdK0OZZAtwrouRj7CR3G30QS9PK-yd2D0E4Ke9Y&h=AT2LfbsEGMsbgBxT02vSwZk7knbcWAbzpqo_hnK_ZIlpx96uBQoEzo0J-DR5nCkaXJVzp_k20FaNAItGf3CCIQv9wSLkLVv6-PWleyS0KTma3hriaIYJMO7NVFeMSlDmOlTNRut8EiNVQG86-zaYqVC-5cK6Ez9AZYfr7jr8aGZq9aLqyZSlozEszuSHw2ZhHkfDCpJiYY7mfiHf7n5Dzty2h0Q_SfLdFEiJWoUN2IBnkfq9481AORwKQtT6VgSRBL3D6aBhslCvYnA5pdG2E3OKkigVkLm2sxz6N73Mm81qDwiygf8t8BF4dB_s8f3VodkhaxHTWQENaQv-ggQtqkLHo-gCo6BHJvuqntkLAIpJzpQpHrb67hnf_ES1Y5X4zK2s6HHmjeVRfdzyPdWyHoQ0bcmSr2YWqk1Jj0i6zs4c09VhwtSsiGJf8k3__hekssFyL8kXM7c7O_o6WaRqbGvUVNWFfvnBGHJH8SU3lJXJMM32CwJ61aodadYEVrN0wdmP726JapsqRLmne_vPK8L57D8Av9paFqWzaZs1za7RuM9G6WbPSF0BaIE1T0z7-ndxjDTbeyg4Y3wYXrahXtXdS6Nvh-L_gxOtFSDBJI0kyvd9UklGdHQYQ_K1vbt5sGyyprZgMypS5bipfyy9TQ6iDyMhfqWpomc" rel="noopener nofollow" target="_blank">https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw</a><br />
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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br />
James Ng<br />
<iframe frameborder="0" height="274" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F3130617617054948%2F" width="560"></iframe>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-39888828541302023162020-03-02T20:21:00.000+08:002020-03-02T20:21:55.759+08:00政府将颁两合约 刺激电子政府服务供应商股价走高<br />
<a name='more'></a>(吉隆坡2日讯)电子政府服务供应商可能获得合约的利好消息,提振股价今日继续攀升。<br /><br />MyEG服务(My EG Services Bhd)今早一度大涨14.3%,至1.28令吉盘中高位。截至早盘休市,该股回吐了部分涨幅,扬6.25%或7仙,至1.19令吉,共9348万股转手,成为大马交易所第四大热门股。<br /><br />同样的,德达飞讯(Datasonic Group Bhd)今早也一度弹升22.4%,至1.31令吉盘中高位,之后回落至1.16令吉暂休,市值为15亿7000万令吉。该股交投活络,共5300万股易手,为马交所第八大热门股。<br /><br />Prestariang Bhd今早一度攀升18.8%,至38仙盘中高位。该股以33.5仙暂休,上扬1.5仙或4.69%,市值为1亿5916万令吉,成交量为367万股。<br /><br />电子政府服务供应商的股价走高,是因为今年首季即将公布两份合约,分别是外国签证系统(VLN)及综合移民系统(IIS)。<br /><br />根据以前的VLN合约协议,供应商可获得每位游客100令吉的费用。2018年,大马接待了2583万名游客,其中11.2%或290万人是中国公民。<br /><br />《The Edge》稍早前报导,大约30家公司竞标IIS,竞标价值介于10亿至18亿令吉,取代之前Prestariang获得的35亿令吉国家移民监控系统(SKIN)项目。<br /><br /><br /><br />(编译:魏素雯)<br /><br />http://www.theedgemarkets.com/article/%E6%94%BF%E5%BA%9C%E5%B0%86%E9%A2%81%E4%B8%A4%E5%90%88%E7%BA%A6-%E5%88%BA%E6%BF%80%E7%94%B5%E5%AD%90%E6%94%BF%E5%BA%9C%E6%9C%8D%E5%8A%A1%E4%BE%9B%E5%BA%94%E5%95%86%E8%82%A1%E4%BB%B7%E8%B5%B0%E9%AB%98<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-14424574057741207162020-02-17T18:10:00.000+08:002020-02-17T18:10:02.688+08:00What drives MyEG share price higher<br />
<a name='more'></a><br /><br />KUALA LUMPUR: The notion that My EG Services Bhd (MyEG) is politically linked to the previous administration no longer seems to dampen shareholders’ confidence over the electronic government service provider’s chances of securing new public contracts.<br /><br />Buying momentum has been building up in MyEG, which analysts believe is driven by continued acknowledgement of the company’s successful expansion in Indonesia and its bright prospects for two government contracts at home, thanks to the firm’s proven track record.<br /><br />MyEG’s share price has soared over 30% since early February, closing at RM1.37 last Friday.<br /><br />“The keyword is a proven track record, barring everything else,” BIMB Securities Sdn Bhd analyst Afifah Abdul Malek told The Edge Financial Daily.<br /><br />Afifah said the share price rally in the last couple of weeks is especially driven by shareholders’ optimism that MyEG could secure the contracts for the foreign visa system (VLN) and the Integrated Immigration System (IIS).<br /><br />According to reports, the awarding of both contracts are expected to be announced in the first quarter. Afifah believes the announcement for the VLN would come sooner than the IIS.<br /><br />“The climb on MyEG share price is perhaps due to the anticipation that the VLN contract could be announced as early as next week. Shareholders are anticipating that MyEG could win the contract given its partnership with a China-based travel agency,” said Afifah.<br /><br />Based on the previous VLN contract agreement, the project could see its vendor receive a payment of RM100 per tourist. In 2018, Malaysia received 25.83 million tourists, of whom 11.2% or 2.9 million were Chinese nationals.<br /><br />Tourism and Culture Minister Datuk Mohamaddin Ketapi recently said that Chinese nationals continued to make up about 11% of total tourist arrivals in Malaysia last year. This means that MyEG could rake in about RM290 million in revenue from Chinese tourists alone, should it be granted the VLN contract.<br /><br />On the IIS contract, Afifah said there is a possibility that the project would be awarded to a consortium instead of a single company. Among the companies bidding for the project are Iris Corp Bhd, Scicom (MSC) Bhd and HeiTech Padu Bhd.<br /><br />“If this is indeed true, it would definitely widen the chances of MyEG to be part of the project,” she added.<br /><br />The Edge reported that bids ranging from RM1 billion to RM1.8 billion have been submitted by some 30 bidders for the IIS, which is replacing the now defunct RM3.5 billion National Immigration Control System awarded to Prestariang Bhd.<br /><br />Meanwhile, MIDF Amanah Investment Bank Bhd analyst Martin Chuan Loong Foo said, the MyEG share price rally could be contributed by shareholders’ positive reaction towards the firm’s recent venture in Indonesia.<br /><br />On Jan 13, MyEG announced that its Indonesian associate PT Cartenz Inti Utama had secured additional government mandates to roll out its tax monitoring system in seven provinces besides Jakarta. This followed the company’s successful commencement of the system implementation in Jakarta.<br /><br />“The one in Jakarta was a pilot project done free-of-charge. But the new contracts secured for the other provinces are chargeable. This development still has a positive effect on the stock price although it was announced about a month ago,” said Martin.<br /><br />On the technical front, Malayan Banking Bhd stock dealer Muhammad Rafiq Jajuli said MyEG has ended its seven months long downtrend after showing signals of strength since Feb 3.<br /><br />“There’s a breakout from the downtrend line which indicates that the downward trend is over. The stock has seen a consolidation phase and the price now settles above the Ichimoku Cloud which suggests that the uptrend is intact,” he said.<br /><br />The Ichimoku Cloud is a collection of technical indicators that show support and resistance levels, as well as momentum and trend direction.<br /><br />Research houses including MIDF Investment, BIMB Securities and CGS-CIMB Securities Sdn Bhd have a buy call on MyEG with target prices between RM1.49 and RM1.96, citing its promising geographical diversification as one of the factors, compared with last Friday’s closing of RM1.37.<br /><br />Apart from its Indonesia venture, MyEG recently announced that its Philippines subsidiary MYEG Philippines Inc has launched its first phase of digital electronic government services in the Philippines, thanks to its partnership with a state-owned firm in the country.<br /><br />MyEG posted a net profit of RM60.43 million on revenue of RM119.14 million for the quarter ended Sept 30, 2019. Earnings per share (EPS) was 1.7 sen for the quarter.<br /><br />For the 12-month financial period ended Sept 30, 2019, MyEG posted a net profit of RM235.31 million on a revenue of RM476.25 million. EPS stood at 6.7 sen.<br /><br />There are no comparative figures for this period as the group has changed its financial year end from Sept 30 to Dec 31. As such, the next set of audited financial statements will be for a period of 15 months.<br /><br />Likewise, Datasonic Group Bhd share price has also fared well. The stock has leaped over 60% since December last year from RM1 to slightly above RM1.60 last month. It retreated to RM1.51 last Friday.<br /><br />Which is the better bet? It is not known as yet, but one thing is for sure one’s success could be at the expense of the other.<br /><br /><br />http://www.theedgemarkets.com/article/what-drives-myeg-share-price-higher<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-48289154793612263862019-07-01T13:46:00.000+08:002019-07-01T18:46:35.547+08:00PRESBHD (5204) Prestariang secures RM22.94mil contract<br />
<a name='more'></a>KUALA LUMPUR: Prestariang Bhd has secured a contract worth RM22.94mil from the Finance Ministry to supply Microsoft software licenses, products and services under the Master Licensing Agreement (MLA) 3.0 to the Education Ministry (MOE). <br /><br />In a filing with Bursa Malaysia, Prestariang said its wholly owned subsidiary, Prestariang Systems Sdn Bhd (PSSB) received a letter of award (LoA) dated June 28 from the Finance Ministry. The contract is for a period of one year. <br /><br />Prestariang said the LOA formalises the appointment of PSSB to supply Microsoft software licenses, products and services under MLA 3.0 to the Education Ministry which will be managed through the following programs:-<br /><br />- Education alliance agreement to all schools under MOE, shall be effective from March 10, 2019 until March 9, 2020 at a price of RM11.22mil, and<br /><br />- Enrolment for education solutions to all agencies under MOE, shall be effective from July 3, 2019 until July 2, 2020 at a price of RM11.71mil.<br /><br />http://www.thestar.com.my/business/business-news/2019/07/01/prestariang-secures-rm22-94mil-contract/<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-36558427736720669812019-06-24T15:28:00.002+08:002019-06-24T15:28:34.147+08:00[PRESTARIANG BERHAD:SKIN项目终止导致其停止收入确认] - James的股票投资James Share Investing<br />
<a name='more'></a> [PRESTARIANG BERHAD:SKIN项目终止导致其停止收入确认]<br /><br />Q119 vs. Q118:<br />毕达良本季度收入较低,为4180万令吉,而去年同期为7,270万令吉,低了3090万令吉或43%。收入大幅减少主要是由于SKIN项目终止导致其停止收入确认。<br /><br />毕达良录得LBT为360万令吉,较上一年度相应季度减少1,670万令吉,原因是已终止确认SKIN收入的净流量及当前业务的较高成本即较高的融资成本,加上一次性拨备因UNIMY搬迁至新地点而导致的固定资产减值。<br /><br />PTD19 vs. PTD17:<br />由于支付税项及其罚款,软件和服务的财务和运营成本较高,而教育部门因较低的学生注册水平和更高的运营支出而保持疲弱,因此集团PBT较2017年的PTD的3790万令吉低了1810万令吉或48%。<br /><br />Q119 vs. Q418:<br />毕达良录得LBT为360万令吉,比上一季度的130万令吉低了490万令吉,原因是营运成本较高,因为教育业务较低的学生入学人数及软件的财务及营运成本较高,和由于UNIMY搬迁而导致固定资产减值准备增加导致经营支出增加。<br /><br />前景:<br />这公司预计毕达良于2019年6月30日止财政年度的表现仍将继续面临挑战。<br />-----------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.35 (dividend RM0.015) in 10 months 5 days, total return is 90.9%<br /><br />b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 1 day, total return is 68.8%<br /><br />c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 16 days, total return is 64.8%<br /><br />d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 3 days, total return is 41.9%<br /><br />e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 25 days, total return is 30.4%<br /><br />f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 4 months 28 days, total return is 29.6%<br /><br />g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 18 day, total return is 19.6%<br /><br />h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.44 (dividend RM0.035) in 6 months 30 days, total return is 16.1%<br /><br />i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 18 day, total return is 14.7%<br /><br />j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 24 days, total return is 12.3%<br /><br />k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 19 days, total return is 4.4%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br /><br />预计公司每年的增长率必须> 14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系<br /><br />1)【股票-实际操作班】课程:<br />10a.m. – 9p.m.,免费午餐和晚餐<br /><br />7月14日星期日:AG Hotel Penang, George Town<br /><br />7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru<br /><br />9月7日星期六:Hotel Sri Petaling, KL<br /><br />2)【看懂年报和季报】课程:<br />11a.m. – 7p.m.,免费茶和咖啡<br /><br />7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />8月11日星期日:AG Hotel Penang, George Town 4份点心<br /><br />9月8日星期日:Hotel Sri Petaling, KL 3份点心<br /><br />3) 【公司业绩分享会】:<br />2p.m. – 7p.m.,免费茶和咖啡<br /><br />7月13日星期六:AG Hotel Penang, George Town 4份点心<br /><br />7月21日星期日:Hotel Sri Petaling, KL 3份点心<br /><br />7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />有兴趣的朋友,可以电邮或PM FB page联络我<br />email:jamesngshare@gmail.com<br />电话/Whatsapp : 011 - 15852043<br /><br />为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 <br />https://web.facebook.com/jamesshareinvest/posts/2292806867652721 找到公司和选股文章以及视频。<br /><br />James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/<br /><br />James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/By1OzSXnSD_<br /><br />这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br /><br />James Ng<br />------------------------------<br />[PRESTARIANG BERHAD: termination of SKIN project resulted to discontinuing its revenue recognition]<br /><br />Q119 vs. Q118:<br />The Group recorded a lower revenue of RM41.8 million, RM30.9 million or 43% lower for the current quarter compared to RM72.7 million recorded in previous year corresponding quarter. The significant reduction in revenue was mainly due to termination of SKIN project resulted to discontinuing its revenue recognition.<br /><br />The Group recorded LBT of RM3.6 million, RM16.7 million lower than the previous year corresponding quarter due to net flow through of discontinued recognition of SKIN’s revenue and higher costs of doing current business namely higher finance cost , coupled with one off provision for impairment of fixed assets due to relocation of UNIMY to new location.<br /><br />PTD19 vs. PTD17:<br />The Group PBT was lower by RM18.1 million or 48% in comparison to PTD 2017 of RM37.9 million due to payment of under taxation and its penalties, higher finance and operating costs for Software and Services whilst Education segment remained weak due to lower student enrollment and higher operating expenditures.<br /><br />Q119 vs. Q418:<br />The Group recorded LBT of RM3.6 million, RM4.9 million lower than the preceding quarter of RM1.3 million due to higher costs for doing business namely higher finance and operating costs for Software and Education segment remained weak due to lower students enrollment and higher operating expenditures compounded by provision for impairment of fixed assets due to UNIMY’s relocation.<br /><br />Prospects:<br />The Company foresees the Group's performance for the financial year ending 30 June 2019 continue to remain challenging.<br />--------------------------------------------------------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.35 (dividend RM0.015) in 10 months 5 days, total return is 90.9%<br /><br />b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 1 day, total return is 68.8%<br /><br />c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 16 days, total return is 64.8%<br /><br />d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 3 days, total return is 41.9%<br /><br />e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 25 days, total return is 30.4%<br /><br />f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 4 months 28 days, total return is 29.6%<br /><br />g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 18 day, total return is 19.6%<br /><br />h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.44 (dividend RM0.035) in 6 months 30 days, total return is 16.1%<br /><br />i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 18 day, total return is 14.7%<br /><br />j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 24 days, total return is 12.3%<br /><br />k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 19 days, total return is 4.4%<br /><br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must > 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/<br /><br />In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2292806867652721 by date.<br /><br />James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/<br /><br />James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />James Ng<br /><br />https://klse.i3investor.com/blogs/general/211188.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-51089795834249162082019-04-16T17:16:00.000+08:002019-04-16T17:16:11.473+08:00政府取消SKIN项目 PRESBHD (5204) 必达量索赔7.33亿<br />
<a name='more'></a><br />(吉隆坡15日讯)对于国家移民监控系统(SKIN)项目被终止一事,Prestariang Bhd已向政府索赔7亿3286万令吉。<br /><br />Prestariang表示,其子公司Prestariang Skin私人有限公司(PSKIN)索赔的数额,是基于特许协议(CA)中规定的合约公式。<br /><br />Prestariang指出,PSKIN决定提起诉讼,是因为双方在进行几轮谈判后,未能就政府支付的数额达成协议。<br /><br />2017年8月份,PSKIN获前朝国阵政府颁发价值35亿令吉的SKIN项目。该项目涉及15年特许权,以设计和维护新的移民和边境控制系统。<br /><br />希盟政府在去年12月10日宣布,内阁决定取消该项目,以节省政府资金。<br /><br />特许权包括为期三年的建设和部署阶段,以及为期12年的维护和技术营运阶段。系统全面启用后,政府将会付款给PSKIN,平均每年2亿9470万令吉。<br /><br />Prestariang说:“Prestariang重申,PSKIN从未在CA上违约。尽管达成了15年的特许权协议,但政府单方面终止了在2019年1月22日生效的CA。PSKIN强烈认为,CA是公平与合理的。”<br /><br />Prestariang持有PSKIN的70%股权,其余股权由Muhammad Nagib Gopal Abdullah、Raja Azmi Adam Nadarajan及Faisalludin Mohamat Yusuff持有。<br /><br />截至下午4点43分,Prestariang报53仙,跌7仙或11.67%,市值为2亿5894万令吉。<br /><br /><br /><br />(编译:魏素雯)<br />
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https://www.theedgemarkets.com/article/%E6%94%BF%E5%BA%9C%E5%8F%96%E6%B6%88skin%E9%A1%B9%E7%9B%AE-prestariang%E7%B4%A2%E8%B5%94733%E4%BA%BFUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-41936566166958977562019-04-16T15:12:00.001+08:002019-04-16T15:12:51.276+08:00诉政府索赔投资者抛售 PRESBHD (5204) 必达量股价急跌10%<br />
<a name='more'></a><br />诉政府索赔投资者抛售 PRESBHD股价急跌10%<br />16/04/2019 <br /><br />SKIN计划遭终止,决定起政府索赔7.3亿令吉的毕达亮(PRESBHD 5204),今日开市至惨跌10%,截至早上九时四十五分,跌5仙至RM0.48,共有4245万股易手,抛售压力沉重。<br /><br />毕达亮的业务主要都是政府合约,其中包括独家供应微软软件给政府,该公司决意和政府对簿公堂,部份投资者担心,该公司今後可能更难以获得政府合约。<br /><br />毕达亮股价在二零一七年七月之前高企於RM2.00之上,当时市场憧憬该公司将从总值35亿令吉SKIN系统赚大钱,因此推高股价。<br /><br />去年五月九日全国大选换政府,毕达亮股价从五月十四日股市重开後的RM1.39价位,一路插水至最低的RM0.26。<br /><br />最近市场有传言指该公司可能从获缩小规模和价值的SKIN合约,其股价出现回弹,然而昨日宣布起诉政府後,股价再度陷入滑落趋势。<br /><br />昨天收市时,毕达亮跌7仙至RM0.53。<br /><br />毕达亮声称,其子公司是根据特许协议中的条件,对政府索赔上述数额赔偿金。<br /><br />该公司向大马交易所报指出, 公司和政府经过几轮谈判,不能政府愿赔偿的数目达成协议,决定付诸法律行动。<br /><br />毕达亮子公司是在二零一七年八月获得国阵政府颁发该项总值35亿令吉,为期十五年的计划;希望联盟政府上台後,於去年十二月十日决定终止该计划,以节省开支。<br /><br /><br />https://9shares.my/%e8%af%89%e6%94%bf%e5%ba%9c%e7%b4%a2%e8%b5%94%e6%8a%95%e8%b5%84%e8%80%85%e6%8a%9b%e5%94%ae-presbhd%e8%82%a1%e4%bb%b7%e6%80%a5%e8%b7%8c10/<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-63721989001551393332019-03-13T06:23:00.000+08:002019-03-13T21:24:05.141+08:00Renewed buying interest emerged in Prestariang, says AllianceDBS Research<br />
<a name='more'></a>KUALA LUMPUR (March 13): AllianceDBS Research said Prestariang Bhd (Presbhd) had on March 12 traded higher to 57 sen before settling near the day’s high at 56.5 sen (up 4 sen or 7.61%).<br /><br />In its evening edition yesterday, the research house said a crossover of the 60 sen hurdle would likely see Presbhd trading upward with the next upside target pegged between 69 sen and 74 sen.<br /><br />It said risk taking traders can establish a buying position at 55.5 sen on a small pullback.<br /><br />“Once a buying position is established, a stop loss at 54 sen level must be placed for risk capital protection, and this 54 sen is to be followed by a trailing stop loss strategy.<br /><br />“If you are prepared to take a trading loss risk of RM15 (excluding brokerage) for RM135 – RM185 potential profit, you may acquire 1,000 shares with a capital amount of RM555 assuming buying order is filled at 55.5 sen,” it said.<br /><br />http://www.theedgemarkets.com/article/renewed-buying-interest-emerged-prestariang-says-alliancedbs-research<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-28371884949017431772019-03-11T08:18:00.002+08:002019-03-11T08:22:26.205+08:00PRESBHD (5204) 必达量股价飙涨 莫扎尼称不再与该公司有关系<a name='more'></a><div class="separator" style="clear: both; text-align: center;">
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(吉隆坡8日讯)由于有望重获去年12月初被终止的35亿令吉国家移民监控系统(SKIN)合约的传言甚嚣尘上,Prestariang Bhd重新成为市场关注的焦点。<br />
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股价从26.5仙低位,上涨近一倍。昨日单日飙升22.7%或10仙,至54仙。成交量增至2亿2163万股的纪录高位,约相当于流通的2亿6940万股。<br />
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今日休市时,该股起1.5仙或2.78%,挂55.5仙,共1976万5800股易手。<br />
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大马交易所今日继续暂停该股日内的管制卖空和即日卖空活动。<br />
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Prestariang昨日向马交所报备,该公司不知道价值35亿令吉的SKIN项目会否重启。<br />
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“若(SKIN)项目有任何重大发展,公司将做出必要的公告。”<br />
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彭博社周二报道,持有Prestariang 5.83%股权的大股东公务员退休基金局(KWAP)探讨降价,以要求政府重启SKIN项目。<br />
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据报道,大马行政管理现代化局(MAMPU)的评估报告提出重启SKIN项目的建议。然而,KWAP并没有对这一消息作出回应。<br />
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这项消息引起许多人的关注,因为新政府承诺所有的公共项目都将通过公开招标来颁发。<br />
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值得一提的是,KWAP一直在减持Prestariang。截至去年1月,该局持股12.9%,相比目前的5.83%。<br />
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Prestariang上周宣布,委任两位独立董事,分别是Yeow Kheng Chew(人称KC Yeow)的女儿Ginny Yeow Mei Ying及Baldesh Singh a/l Manmohan Singh。<br />
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KC Yeow被认为是丹斯里莫扎尼的亲信。Kencana Capital私人有限公司是两人的投资工具,截至2016年10月31日,莫扎尼持有该公司的70%股权。根据大马公司委员会最新资料显示,莫扎尼目前持有Kencana Capital的99.9%。<br />
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当《The Edge》财经日报联系莫扎尼时,他表示,在很久以前脱售所持的股份后,与Prestariang已不再有任何关系。<br />
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Kencana Capital是Prestariang的早期投资者,在该公司于2011年上市之前,持有称为Prestariang Systems私人有限公司的85%股权。<br />
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同时,Baldesh是Kencana Capital的策略主管及Liannex Corp Ltd的总财务长兼策略主管。他还曾担任SapuraKencana Petroleum Bhd副主席办公室的执行副总裁。莫扎尼曾是SapuraKencana的副主席,于2015年辞职。<br />
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值得注意的是,由于去年12月被逼仓,Prestariang总裁兼总执行长Dr Abu Hasan Ismail被迫出售他持有的全部股份。<br />
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根据向马交所的报备,他于12月14日脱售1亿1719万股或24.3%股权。他是通过Ekohati私人有限公司、Sigma Dedikasi私人有限公司及Anjakan Evolusi私人有限公司持有这些股票。<br />
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同一时期,Areca Dynamic Growth Fund购入16.06%股权,成为Prestariang的单一最大股东,而艾芬黄氏多元资产基金成为第二大股东,持有4000万股或8.3%。<br />
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(编译:陈慧珊)<br />
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https://www.theedgemarkets.comUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-24002282279842642862019-03-08T19:57:00.000+08:002019-03-08T19:57:30.197+08:00大型计划有望重启·希望概念股热起<br />
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<span style="font-size: large;"><img src="https://cdnpuc.sinchew.com.my/pic/2019-03/07/411d6e37-4fef-4ce9-9131-7419437173f054d9f5d2-2628-4705-ad4e-de099b1f7e9f.jpg" style="border: medium none; box-sizing: border-box; height: auto ! important; list-style: outside none none; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span><figcaption class="imgComment_content" id="figures_1551952046028" style="border: 0px none; box-sizing: border-box; line-height: 20px; list-style: outside none none; margin: 5px auto 0px; max-width: 90%; overflow-wrap: break-word; padding: 0px; top: 600px; width: 588.594px;"><span style="font-size: large;">(图:马新社)</span></figcaption></figure>
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(吉隆坡7日讯)原本紧捂钱袋的政府有松口放行各项合约迹象,催动“希望概念股”升高,当中拉法基马(LAFMSIA,3794,主板工业产品服务组)和大石洋灰(TASEK,4448,主板工业产品服务组)两大建材股更是热不可挡,成为今日市场焦点。</span></div>
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<span style="font-size: large;"><span style="border: 0px none; box-sizing: border-box; list-style: outside none none; margin: 0px; padding: 0px;"><span style="border: 0px none; box-sizing: border-box; font-weight: 700; list-style: outside none none; margin: 0px; padding: 0px;">拉法基马涨停遭UMA质询</span></span></span></div>
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希盟政府上台后,为了降低债务而取消多项大型计划,近期却放软口风,释出愿意降价重启大型项目信号。继放行捷运二线(MRT2)后,市场也翘首期待东海岸铁道计划(ECRL)和国家移民控制系统(SKIN)等项目陆续重启。</span></div>
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建筑业有望活化,洋灰股闻风起舞,法国资金的洋灰巨子拉法基马(LAFMSIA,3794,主板工业产品服务组)涨停,一度高涨60仙至2令吉60仙,闭市起35仙,报2令吉35仙。</span></div>
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午盘后,涨势凌厉的拉法基马,大马交易所祭出不寻常交投(UMA)质询,追查股价大涨原因。</span></div>
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国内老牌洋灰业大石洋灰(TASEK,4448,主板工业产品服务组)也走高,一度升62仙至5令吉32仙。闭市时,该股涨47仙,报5令吉17仙,晋身第二上涨股。</span></div>
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在吉隆坡淡江至市区拥有多条收费大道的怡克伟士(EKOVEST,8877,主板建筑组),同样价量齐升,为十大热门股之一。周四闭市,该股起0.5仙,报58仙。</span></div>
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昨天传出大股东退休基金局(KWAP)争取重启移民控制系统的毕达良(PRESBHD,5204,主板科技组)价量齐升,交投大热外,最多上涨15.5仙至59.5仙,最后以54仙挂收,全天走高10仙,并以2.1亿股跻身最热门股。</span></div>
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由于日鲜卖空活动(IDSS)触及仅限3%发行股之门槛,毕达良午盘后受令暂停借票卖空(RSS)、日鲜卖空与自营即日交易(PDT)。</span></div>
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市场盛传,退休基金局打算削减17%成本,游说政府让原本由毕达良负责的移民控制系统项目规模从35亿令吉减至28亿9000万令吉,以寻求政府重新启动此项目。</span></div>
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毕达良的大热程度,远超早前每日遭罚款7500令吉,日前罚款不再、暂解冲击的MY EG服务(MYEG,0138,主板科技组)。MYEG最高涨10仙至1令吉29仙,1.9亿股易手而成第二热门,闭市起4仙至1令吉23仙。</span></div>
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大马竞争委员会(MYCC)最近接受MYEG网上外劳更新系统的更改,认为MYEG已全面遵守委员会和竞争审理委员会较早决定,从而终止每日罚款7500令吉。</span></div>
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<span style="font-size: large;"><img src="https://cdnpuc.sinchew.com.my/pic/2019-03/07/9dd4ef24-dffe-4451-8f62-6d472f5d11467a8bf8ab-da5a-4bc6-8974-959d7424ad2c.jpg" style="border: medium none; box-sizing: border-box; height: auto ! important; list-style: outside none none; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span></div>
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<span style="font-size: large;"><img src="https://cdnpuc.sinchew.com.my/pic/2019-03/07/552eaa2e-3cb6-471c-8115-e882914c21f9a669908f-7438-4bfe-93e5-23589f6e4fca.jpg" style="border: medium none; box-sizing: border-box; height: auto ! important; list-style: outside none none; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span></div>
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<span style="font-size: large;"><img src="https://cdnpuc.sinchew.com.my/pic/2019-03/07/11e602da-0a94-43df-8ca5-35cabccdab4f4ed7af64-5aaf-4031-9025-eba52d62bef6.jpg" style="border: medium none; box-sizing: border-box; height: auto ! important; list-style: outside none none; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span></div>
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<span style="font-size: large;"><span style="border: 0px none; box-sizing: border-box; font-weight: 700; list-style: outside none none; margin: 0px; padding: 0px;"><span style="border: 0px none; box-sizing: border-box; list-style: outside none none; margin: 0px; padding: 0px;">蓝筹股冷清</span></span></span></div>
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相对于小股炽热的轮流炒,蓝筹股就显得冷清多了,促使富时综指只在1682至1690点之间窄幅游移。</span></div>
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不过,交投相对火热的当属大众银行(PBBANK,1295,主板金融服务组),尽管股息甫除权,惟市场依然看好,涨2仙至24令吉54仙。</span></div>
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中国有意扩大棕油采购,并签署协议,潜在价值高达8亿9100万美元(约36亿4000万令吉),而森种植(SIMEPLT,5285,主板种植组)更是少数的受惠者之一,升1仙至5令吉14仙。</span></div>
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星洲日报 2019-03-07</span></div>
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-59737207763222750652019-03-08T19:15:00.001+08:002019-03-08T19:15:14.577+08:00Why the frenzied buying in Prestariang Bhd (PRESBHD, 5204) ?<br />
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https://www.theedgemarkets.com/article/why-frenzied-buying-prestariang<br />
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KUALA LUMPUR: Prestariang Bhd is back in the limelight as rumours spread like wildfire that there could be hope for the company to win back the RM3.5 billion national immigration control system (SKIN) contract that was terminated in early December last year.<br />
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Its share price has almost doubled from a low of 26.5 sen. Yesterday alone, it shot up 22.7% or 10 sen to 54 sen. Trading volume swelled to an all time high of 221.63 million shares, about equivalent to its free float of 269.4 million shares, according to Bloomberg data.<br />
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Prestariang told Bursa Malaysia yesterday that it is not aware of any potential revival or reinstatement of the RM3.5 billion (SKIN) project. “The company will make the necessary announcements once there is any material development in relation to [the] SKIN project,” the company said in a filing.<br />
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Bloomberg reported on Tuesday that Kumpulan Wang Persaraan Diperbadankan (KWAP), a substantial shareholder with a 5.83% stake, is seeking to revive the project by offering to lower its cost to the government.<br />
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According to Bloomberg, a review by the Malaysian Administrative Modernisation Management Planning Unit or Mampu had led to a recommendation to revive the SKIN project. KWAP, however, has not responded to the news.<br />
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However, it is worth noting that KWAP has been trimming its stake in Prestariang. The pension fund held 12.9% as at January last year compared with 5.83% currently.<br />
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Last week, Prestariang announced the appointment of two independent directors, namely Ginny Yeow Mei Ying and Baldesh Singh a/l Manmohan Singh. Ginny is the daughter of Yeow Kheng Chew, who is better known as KC Yeow.<br />
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KC Yeow is known as a close associate of Tan Sri Mokhzani Mahathir. Kencana Capital Sdn Bhd was the duo’s investment vehicle, in which Mokhzani held 70% as at Oct 31, 2016. The latest filing to the Companies Commission of Malaysia shows that Mokhzani now holds 99.9% in Kencana Capital.<br />
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When contacted, Mokhzani told The Edge Financial Daily he is no longer involved with Prestariang after selling off his stake “long ago”.<br />
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Kencana Capital was an early investor in Prestariang — which was known as Prestariang Systems Sdn Bhd — with an 85% stake, before its listing in 2011.<br />
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Meanwhile, Baldesh was the head of strategy for Kencana Capital and chief financial officer and head of strategy for Liannex Corp Ltd. He was also once the executive vice-president in the office of the vice-chairman for SapuraKencana Petroleum Bhd. Mokhzani was formerly SapuraKencana’s vice-chairman. He stepped down in 2015.<br />
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It is worth noting that Prestariang president and chief executive officer Dr Abu Hasan Ismail was forced to sell his entire stake due to a margin call in December last year.<br />
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The sale of the 117.19 million shares, representing a 24.30% stake, took place on Dec 14, according to a Bursa filing. The shares were held under his private vehicles Ekohati Sdn Bhd, Sigma Dedikasi Sdn Bhd and Anjakan Evolusi Sdn Bhd.<br />
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In the same period, Areca Dynamic Growth Fund bought a 16.06% stake and emerged as the single largest shareholder in Prestariang, while Affin Hwang Multi-Asset Fund came out as the second largest shareholder after purchasing 40 million shares or a 8.3% stake.<br />
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<br />https://klse.i3investor.com/blogs/klselim/197052.jsp
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-60243963016945822642019-03-08T19:08:00.001+08:002019-03-08T19:08:11.828+08:00[Facebook live:浅谈Prestariang berhad (Presbhd)] - James的股票投资James Share Investing<br />
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<b>浅谈Prestariang berhad (Presbhd)</b><br />
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James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
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a) <b>KKB (KKB ENGINEERING BHD)</b>, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22<b> in 8 months 6 days, total return is 53.5%</b></div>
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b) <b>GBGAQRS (GABUNGAN AQRS BHD)</b>, recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.20 <b>in 2 months 18 days, total return is 50%</b></div>
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c) <b>FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007)<b> in 6 months 22 days, total return is 35.2%</b></div>
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d) <b>KGB (KELINGTON GROUP BHD)</b>, recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in <b>2 months 12 days, total return is 31.6%</b></div>
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e) <b>JAKS (JAKS RESOURCES BHD)</b>, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.71 in <b>1 month 15 days, total return is 23.5%</b></div>
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f) <b>BAUTO (BERMAZ AUTO BHD)</b>, recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.0375)<b> in 4 months 20 day, total return is 17.9%</b></div>
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g)<b> VIZIONE (VIZIONE HOLDINGS BHD)</b>, recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 <b>in 2 months 8 day, total return is 16.5%</b></div>
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h) <b>ELKDESA (ELK-DESA RESOURCES BHD)</b>, recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.36 (dividend RM0.035)<b> in 3 months 16 days, total return is 9.8%</b></div>
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i) <b>HSL (HOCK SENG LEE BHD)</b>, recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) <b>in 8 months 6 days, total return is 6.4%</b></div>
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我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):</div>
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<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b></div>
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我想说服读者学习基本面分析FA以便能从股市赚钱。</div>
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我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/page.php?id=1981488095451268&extragetparams=%7B%22__tn__%22%3A%22%2CdK-R-R%22%2C%22eid%22%3A%22ARAe4OBjckEFXEriHRkdPm8r3CG1FiktgvNF28x0YQQFot1hPyAXrAzsr_WgO8jtlKH-eAlTeKkdYLNq%22%2C%22fref%22%3A%22mentions%22%7D" href="https://www.facebook.com/jamesshareinvest/?__tn__=K-R&eid=ARAe4OBjckEFXEriHRkdPm8r3CG1FiktgvNF28x0YQQFot1hPyAXrAzsr_WgO8jtlKH-eAlTeKkdYLNq&fref=mentions&__xts__%5B0%5D=68.ARDM5da59uZrTzNyyOF0384RUgE17Q6Kzq63gW8KbHfwOPQLzUp-Lmo8YYnknBrNeIcJ52B82giVndjEDKgDv-XdapuJ-z8XqSMQ2uFlV9vW5P--Zb9Xua9Mwda4pW5qamqsUtYxlrfHzEIbt_9-wa6Vo8JBtawSlGENmqJdpipfMnAvz0QavRUR830P4VEEM8g5Eov-pVos4pHXJNQBMNsSxkW7djxoQAUBomBnzcWh6amAFP_RDvhvc1TSAXZRiOVN4lEesEZjLs9scwzAyZORmWIwuCqrPAe1_R_fc4Z07Gcs-dTS2CBK_sPqwoj47b-CcJgecy5uqrPdkkdGjAxoFffATz4VcKk" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://web.facebook.com/jamesshareinvest/</a> 与我联系</div>
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<b><span style="font-size: 16px;">【看懂年报和季报】课程</span></b><br />
时间:11a.m. – 7p.m</div>
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日期:3月9日星期六和3月10日星期日(6pm to 9pm)<br />
地点:Kuching</div>
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日期:4月21日星期日<br />
地点:G Inn Hotel, George Town (Penang)</div>
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日期:4月28日星期日<br />
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)</div>
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日期:5月26日星期日<br />
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)</div>
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有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043</div>
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为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这<br />
<a href="https://www.facebook.com/jamesshareinvest/posts/2209750675958341?__xts__%5B0%5D=68.ARDM5da59uZrTzNyyOF0384RUgE17Q6Kzq63gW8KbHfwOPQLzUp-Lmo8YYnknBrNeIcJ52B82giVndjEDKgDv-XdapuJ-z8XqSMQ2uFlV9vW5P--Zb9Xua9Mwda4pW5qamqsUtYxlrfHzEIbt_9-wa6Vo8JBtawSlGENmqJdpipfMnAvz0QavRUR830P4VEEM8g5Eov-pVos4pHXJNQBMNsSxkW7djxoQAUBomBnzcWh6amAFP_RDvhvc1TSAXZRiOVN4lEesEZjLs9scwzAyZORmWIwuCqrPAe1_R_fc4Z07Gcs-dTS2CBK_sPqwoj47b-CcJgecy5uqrPdkkdGjAxoFffATz4VcKk&__tn__=K-R" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://web.facebook.com/jamesshareinvest/posts/2209750675958341</a>找到公司和选股文章以及视频。</div>
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James的股票投资James Share Investing Blog: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Fklse.i3investor.com%2Fblogs%2Fgeneral%2F%3Ffbclid%3DIwAR3GvfpOTb2x1NjO1Nw2Om5BQTbIxwHSOwHZ4wIErhWOXCsyfTOyvMVZKgg&h=AT2NnpGyZFyF_hDVi6tayvYHwjnZWStQe4pFJMAB9dx8zWrGg4tI7gXTHYsRtajP8MUtsgHcDmxnW_dWkANC4mtnk7_4KyVdLjL0scOEs-sZz8UyunpKsDGFrCGKNXDcWXAcsdULT9apJd_9L4L6UZ5XosUMcbZs_rx_Fms1oh7k9d9sNekzDqj8ec4XYCsHgT_1SoIqYrjFRkevVmztPY0m41G2--IiJfL0F0_dvVI4AWqQXBhkk2W6PlkywZMn0nODJCHa0n48xXHFklfK3XSh5wVwsH1q4nnRXt5IYw0MFbnuA5P7a_NHx_PFKAW7m64nV6t8fqtO1IHlM84iYNLU0Xlkr8Rh4JXLAhNcSF_tMBhHakUUww0z8rVL3vkLhVbTQSpNxxZu4TpH6bWieus6WUcAmFYtBVpjyXbdSPTj53GPBMLXhu9hpqAVdx__h-Pvk4c3ENAwNp7-0HSZQo0GHF_2VwJh4j7qeh4z1M1CBdLTHWn6M62rYO9HTd8lnMO4vsm4mZCra0M0csd43dEOFbaPfsrqdXu_YJbKmcpvB3FJlXOoTTv-HI9q2ELaUvHcdvMgMnj0lN-UBoAtqtfqnsU3XhOEdCZ_85kaTBre_xxQcZDYbmTT-Djhmw-v2wzV9FzM-tUSlEhN_k1ruNDlfUZd7ZE" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://klse.i3investor.com/blogs/general/</a></div>
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James的股票投资James Share Investing Blog Index: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Fklse.i3investor.com%2Fblogs%2Fgeneral%2Fblidx.jsp%3Ffbclid%3DIwAR2IBXG7hchCyA7Pzz6nAQrKD1gdOm534wea5ahgTaWbo7rGiS1rCijEyEo&h=AT2qQCJAImWAXCpnqeOVEhbAW4C3-AYc8vLxorNxXWGFVuV2lMFVa1MehgUcFRJmxUE3BsrcbMstCYQ-wb8ZeLiEV5qO3OwaFpvFfRnn6FNnafA8UGi-zHjpDiWmP46L4XGc9Wtqqt8aZfgDkIvkh-EP8iq7WvS5F8pg6bHrxjkh9aqYnIwoim7Z55zskINtqKa0PL0hxgslkgEVHzwTD_8HhH859lq2UqEK4a492ghZNBWQElukieY89BFe4UdZG3kbSrbc51hzcNUonW-ja4iuSvR0DUts9PGVYMWe7Oz2tXDbp6lscokk4--bqc7Z-RWuMEgg0MGpC6LoJ8lDCJssP1o_qDqmkL51qx6HAxmIcX7feJNZS79cqloT0sUCVZT06p_Wr-NA5e6w77lFGU9eC_P-B46Z8Nxya8kQEWK_Wbu4Rxe1nqeDB-Aq-D5zeU1F5yUC1muWsb3xMfMZez5WMKIozF3ydxT0avQbVDxiuMkZZr0VCk_QJn7S-GNKB8Ru4D4KszYgHyey2hOwIcn-EvrI1njWBJROtfqK32cfsV3jOSiy7bXWtrUDuEaP0XkNhjRKPo0mhSCTSUhL5ImqftEm0xR2fsbaF8k-g_jYa8uPd-56wCOWMqLWH8WO3Pw9zq7Ph01vp8hbQTcQcBEeR8wP3x4" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://klse.i3investor.com/blogs/general/blidx.jsp</a></div>
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Facebook Group: <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/group.php?id=371086966701968&extragetparams=%7B%22fref%22%3A%22mentions%22%7D" href="https://www.facebook.com/groups/jamesinvesting/?fref=mentions&__xts__%5B0%5D=68.ARDM5da59uZrTzNyyOF0384RUgE17Q6Kzq63gW8KbHfwOPQLzUp-Lmo8YYnknBrNeIcJ52B82giVndjEDKgDv-XdapuJ-z8XqSMQ2uFlV9vW5P--Zb9Xua9Mwda4pW5qamqsUtYxlrfHzEIbt_9-wa6Vo8JBtawSlGENmqJdpipfMnAvz0QavRUR830P4VEEM8g5Eov-pVos4pHXJNQBMNsSxkW7djxoQAUBomBnzcWh6amAFP_RDvhvc1TSAXZRiOVN4lEesEZjLs9scwzAyZORmWIwuCqrPAe1_R_fc4Z07Gcs-dTS2CBK_sPqwoj47b-CcJgecy5uqrPdkkdGjAxoFffATz4VcKk&__tn__=K-R" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://www.facebook.com/groups/jamesinvesting</a></div>
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这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR346bdrLFcnO13QdFK6YOO7kNQEe_shxYw0Jh0tsyWHG9XrwA8mk9n1sEo&h=AT0mAUsBLY9aYvLsnAT0if63AVsdph9_9FE7yYdoDSHlFG3Rj1tKS2BD9abKM9oC9SqQiiAUopP-uaLcMSjMeObtWrwiYR8i7lFPQD0xSdCBfe2zhmXN7pvrv_qI3ioVU5R_zUarOP34Idz4HfcqqC9pfEnwSaJ4JRRhFm69IJiWf3xf-AGEWPjujsKYbIRYHepp6B5EMh3oa8z6vfp8PaXtxBRZOmr97IZb1SG7XwaXnijiWUwbDefAYhGFnQ-tOnBnk-grFmi98EuVU5LqAt1TasYkGBc5rmZYP0Hw0IwDY1JkBuBXhPwKAoqXVyN-OEFWixWyt4zqW2w3OzOyrhAdq1dD0dz1Eph2KpTwDMlDviRkkTUYgxRJBfjv4kHWKI3LeVqPJfvNwydIYl9JIMCQcYdfqGqf9wSGemOiGPV65KSriPjOeebeCeu3bbKPA2lGz8w-mYnGo9BO_-J9T66HCXoAzkUF3H7axAdiY_qhqx2J2VQo1CAdB94cyX_KYU-6S2dwJFfhKoUnVw0l7QcJo9Z6__yaqRw6L0CA9FBGVRGgQnF4BAPS0mjjb8niyYUY3EbdasSmOg0rHw86jmuOkg2yrg9agSZL_Qk1lQp3ETeQKAuNu_xJNs6Pkt-_CKBp2U38sMdu-s9-lgFRa8pH7gcpyZA" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw</a></div>
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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。</div>
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James Ng</div>
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-31937125852415763782019-03-07T21:31:00.000+08:002019-03-07T21:30:59.668+08:00传重启SKIN项目 PRESBHD (5204) 必达量称不知情<br />
<a name='more'></a><br />传重启SKIN项目 Prestariang称不知情<br />TheEdge Thu, Mar 07, 2019 - 2 hours ago<br /><br /><br />(吉隆坡7日讯)Prestariang Bhd澄清,该公司不知道价值35亿令吉的国家移民监控系统(SKIN)项目会否重启。<br /><br />该公司今日向大马交易所报备:“若(SKIN)项目有任何重大发展,公司将做出必要的公告。”<br /><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQpggAWJTV4LUhnH9gdHhR3rHHQ7RjE2ON1GSkhil0MO3nSCtqPSCedozjvFoxEGYrbCAcYcWR2kOZh9tbP1wPnCYbbZYLb7tVc7dAODG0x_fbJ_TapJtdfWCY2V0LpMzHFR7VWw/s1600/4banner300xh.gif" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="170" data-original-width="300" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQpggAWJTV4LUhnH9gdHhR3rHHQ7RjE2ON1GSkhil0MO3nSCtqPSCedozjvFoxEGYrbCAcYcWR2kOZh9tbP1wPnCYbbZYLb7tVc7dAODG0x_fbJ_TapJtdfWCY2V0LpMzHFR7VWw/s1600/4banner300xh.gif" style="display: inline;" /></a></div>
<br />彭博社昨日报道,公务员退休基金局(KWAP)探讨降价,以要求政府重启SKIN项目。<br /><br />受利好消息提振,Prestariang今日一度大涨11.5仙或24.21%,至59仙。之后,该股回落至54仙挂收,市值为2亿6136万令吉。<br /><br />根据彭博社消息,KWAP提议将项目成本削减17%至28亿9000万令吉,且如果项目重启,将增持Prestariang。<br /><br />自去年12月12日宣布SKIN合约被取消,KWAP脱售了Prestariang的1260万股,持股权由7.82%,降至5.27%。<br /><br /><br /><br />(编译:魏素雯)<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-25514497995074840482019-03-07T21:09:00.000+08:002019-03-07T21:09:26.239+08:00拟削减17%成本·PRESBHD (5204) 必达量寻求重启SKIN<br />
<a name='more'></a>(吉隆坡6日讯)市场盛传,毕达良(PRESBHD,5204,主板科技组)的大股东退休基金局(KWAP)有意通过削减成本,向政府争取重启该公司丢失的国家移民控制系统(SKIN)项目。<br /><br />消息人士向《彭博社》透露,退休基金局建议削减17%成本,将项目规模从35亿令吉降至28亿9000万令吉,寻求政府批准该公司重新启动之前获得的移民管制系统项目。<br /><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC5QDMh04QPphNKfxGJzjZuzzY0wQ6lC-agiqUpK2llyzGDqJLN6Z0jvST2Dmz7fdupqOWGQKb-L-4m9aL7R8od8-l_ovngVf5z56s6DdGuOqbdhYOmk40ckMy_ytXaU0e4clvog/s1600/nm_454d8b.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="300" data-original-width="533" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC5QDMh04QPphNKfxGJzjZuzzY0wQ6lC-agiqUpK2llyzGDqJLN6Z0jvST2Dmz7fdupqOWGQKb-L-4m9aL7R8od8-l_ovngVf5z56s6DdGuOqbdhYOmk40ckMy_ytXaU0e4clvog/s320/nm_454d8b.jpg" style="display: inline;" width="320" /></a></div>
<br />据称,负责审视政府数码措施的大马行政现代化及管理策划单位(MAMPU),已建议重启上述项目。<br /><br />MAMPU认为,项目重启后,预计新系统可在2年内完成,长远来看可减少成本,若开启新项目则需花费5年完成及运行,而目前大部分移民系统都陆续会在2020年达至使用年限。<br /><br />对此消息,毕达良和退休基金局均拒绝回应。<br /><br />自去年宣布终止该项目后,毕达良股价暴跌73%,而退休基金局作为主要股东,也损失惨重,促使该机构去年抛售该公司1260万股,股权从7.82%降至5.27%。<br /><br />首相敦马哈迪在努力抑制预算赤字的过程中取消多项计划后,如今愿意以较低成本恢复一些大型项目,包括MMC机构(MMCCORP,2194,主板交通物流组)和金务大(GAMUDA,5398,主板建筑组)下砍22%后重启的捷运二线。近期大马也正与中国协商,希望通过削减成本架构,恢复东海岸铁道计划(ECRL)。<br /><br />项目重启消息并未引来投资者热烈追逐毕达良,该股今日游走于43.5至46仙之间,最终草草以44仙平盘价报收,成交量提高到2313万6800股。<br />文章来源 :<br />星洲日报 2019-03-07 Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-55919163291413338142019-03-05T07:43:00.003+08:002019-03-05T07:43:57.309+08:00Today and Tomorrow, focus this stock - potential burst<br />
<a name='more'></a><br /><br />Since market is very good, all quarterly report also already out, and US DOW JONES going up with regional Asian market as well, KLSE also going to see resume activity with bargain hunting, value buy and a lot of good buy, especially those that had dropped a lot since the new government cancel this and that, but now we are on a u turn theme, so alot of thing is going to be restored, and share price also will be going up again.<br /><br /><br /><br />Oil and gas stock already up a lot, and still have momentum to go.<br /><br />Construction stock also got up and down. Up because prospect is good again, down because the quarterly report reflect last year last quarter sentiment, which is of course not so good at all. Due to holiday and also a lot of policy pending, the earning is not so good.<br /><br /><br /><br />Now, Presbhd is also going to be good, because so far Presbhd already invested a lot of money into SK1N project.<br /><br /><br />If government cancel the project, then they are bound to repay the cancellation fee.<br /><br />If don't cancel, then continue the project.<br /><br /><br />Maybe the project will continue but at a revised cost, but that is better than nothing.<br /><br /><br />But worst off, it is cancel, then Presbhd will still get back compensation.<br /><br /><br />
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<br /><br /><br />Now Presbhd is very attractive. Chart wise, very good position. Pending break out from resistant. <br /><br />Resistant 41 cents region. Once break 42 cents, then very positive already.<br /><br /><br />Quarterly report already out, so don't expect any shocking news to put this share to ground. <br /><br />Now only need to wait <br /><br />Option 1 - Cancel project - get compensation (WIN)<br /><br />Option 2 - Revive project - get work to do (WIN ALSO)<br /><br /><br />
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<br /><br />Seldom have win win scenario, so I think now is good chance to go in.<br /><br /><br /><br />Habis cerita, the rest is at your hand.<br /><br /><br />Good luck all Presbhd investor including me.<br /><br />https://klse.i3investor.com/blogs/targetinvest/196332.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-19194000914118112392019-02-14T23:35:00.000+08:002019-02-14T21:57:46.190+08:00外资政治股咸鱼翻身<br />
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戊戌狗年,家家户户都希望能迎来勇猛的啸天犬来安宅,谁知却迎来贪吃的“天狗”把代表光明的太阳给吞了,让投资者在黯淡无光的投资前景中跌得损手烂脚。<br />
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己亥土猪即将降临大地,也将赶跑为祸的“天狗”,但不怕神一样的对手,就怕猪一样的队友霍乱全局,在面对不按牌理出牌的市况,猪队友满到泄的时候,身为人类的我们该如何自救?<br />
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大马政权意外变天、全球贸易战、美国升息及全球资本市场大波动掀起乱流,吓得外资四处乱窜,马股狗年被外资杀得见骨。<br />
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数据显示,外资大举撤离,拖累马股100大市值股中有四分之三市值缩水,其中超过32%股价跌幅超过30%,另有16只股跌幅超过50%,其中不乏外资宠股和政治相关股项。<br />
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不过,狗年的输家却可能会是猪年的赢家。过往纪录显示,投资者在特定年分开年时买进跌深股时,往往取得意想不到的丰厚回酬,更是长期致胜的战略。<br />
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因此,《星洲财经》特意整理狗年深跌的外资宠股和政治相关股项,检视是否潜存猪年大翻身潜能。<br />
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●亚通(AXIATA,6888,主板电讯媒体组)估值诱人<br />
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亚通股价在狗年下挫28.21%,相信股价已普遍反映营运臂膀短期疲弱表现冲击。随着天地通和XL业务逐步好转,将成为亚通股价复苏的关键催化剂。<br />
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与此同时,新加坡M1、edotco和印度Idea-沃得风(Vodafone)等资产“现金化”计划成真,将可为投资者带来额外花红。<br />
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目前,亚通以5.9倍的企业价值倍数(EV/EBITDA)进行交易,低于5年平均1.8个标准差,总体估值诱人。<br />
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●金务大(GAMUDA,5398,主板建筑组)转运在望<br />
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金务大去年风雨不断,先是脱售水务资产,成全雪州水务大整合计划,后又闹出捷运二线地下隧道瘦身风波,令狗年股价几近腰折。<br />
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不过,金务大今年有望转运,高达40亿令吉的产业预售将可填补雪河公司的盈利缺口,同时槟城交通大蓝图也只等联邦政府点头就可成事。<br />
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据悉,联邦政府已原则上批准轻快铁计划,接下来就是SRS集团(金务大持股60%)签名和拟定交付合作伙伴(PDP)协议即可,而这可能与联邦政府机构批准轻快铁铁路项目、泛岛连接高速大道和填海工程环境影响研究报告同步进行。<br />
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整体来看,金务大风险回酬显得诱人,现股票以9倍本益比进行交易,低于均值2个标准差,也较领域平均10倍折价。<br />
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●凯德商托(CMMT,5180,主板产业投资信托组)买进时机<br />
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产业投资信托向来被视为“妥当当”的投资类别,但凯德商托也不堪疯狗浪狂刮,股价表现落后大市。<br />
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凯德商托巴生河流域购物广场资产虽在狗年上半年录得负面租金调整,但在槟城合您广场和关丹东海岸广场的推动下,旗下购物广场资产的租金调整依旧正面,而产托持续对齐下资产进行优化和重新配置将有利追上购物者趋势。<br />
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此外,消费者情绪改善,开销增多将对产托购物广场资产表现带来扶持。<br />
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凯德商托周息率达8%,为马股众产托之冠,但股价却以其净资产值(NAV)0.8倍进行交易,现有估值涌现诱人买进机会。<br />
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●MYEG服务(MYEG,0138,主板科技组)东山再起<br />
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一朝天子一朝臣,向来被投资者视为与前朝政府关系密切的MYEG服务狗年也上演变脸戏码,从当红炸子鸡变成人人喊“卖”,股价更是直直落。<br />
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股价难看也就算了,消费税取消,迫使承包监管系统的MYEG服务也需为此大作减记,让狗年财报以亏损封关。不过,走过不顺遂的狗年,MYEG服务凭藉品牌效益及卓越的资讯科技基础建设,绝对有希望在猪年杀退一众竞争对手东山再起。<br />
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更重要的是,MYEG服务有意将当前成功的商业模式扩大至增长潜能庞大的菲律宾、孟加拉和印尼市场,同时以区块链科技打造的PayME新计划也有望推动集团猪年进一步增长。<br />
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●云顶(GENTING,3182,主板消费产品服务组)银弹充裕<br />
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云顶狗年被新主题乐园、拉斯维加斯赌场系列官司热闻轰炸“热成狗”了,股价也热得直喘息,一路从高位下滑,让投资者纷纷揣测猪年集团股票会否上演大反弹。<br />
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从基本面来看,云顶业务相当多元,一方有难可由另一方补上。<br />
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云顶大马(GENM,4715,主板消费产品服务组)贡献集团营运盈利约34%、云顶新加坡盈利贡献比重则高达45%,电力则贡献5%。<br />
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值得注意的是,云顶现手握313亿令吉现金,而集团狗年首3季已创造近50亿令吉的营运现金流,让其有充份的银弹为未来发展计划进行部署。<br />
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最重要的是,撇除官司问题,云顶拉斯维加斯赌场依旧将在明年开业,当前任何得问题也不会动摇其稳固的根基。没错,这些问题需要时间解决,但并不会对业务的稳定向带来太大的影响。<br />
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●KESM科技(KESM,9334,主板科技组)投资周期<br />
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全球贸易战硝烟迷漫,科技股也从市场宠儿变成定时炸弹,不仅尖牙股饱受卖压,马股科技股狗年也表现惨澹,其中KESM科技就是最大输家。<br />
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受到半导体领域销售放缓影响,KESM科技最新财报表现逊色,短期盈利可能持续低迷,销售仅有望在猪年下半年转好。不过,集团管理层已透露销售仅可能短期放缓,业务基本面依旧完好无缺。<br />
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值得一提的是,KESM科技现仍处于投资周期,集团持续投放资本转型成“智能工程”,有望透过更高的自动化来创造更好的营运效率,同时集团凭藉卓越的汽车微晶片预烧(burn-in)和测试能力,长期半导体业务有望出现强劲的结构增长。<br />
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●毕达良(PRESBHD,5204,主板科技组)前景堪忧<br />
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毕达良在狗年屡遭毒手,不仅毛皮遭政府扒走,股票更是遭投资者无情抛弃,拖累股价表现一蹶不振。<br />
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毕达良旗下国家移民监控系统(SKIN)项目遭内政部取消,彻底将集团的弱点血淋淋扒开给投资者看。除了SKIN计划,集团其他业务不是表现平平,就是陷入亏损难自拔。<br />
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目前,软件准证代理业务即将面对重新竞标风险,而资讯通讯科技培训和UniMy业务短期也转盈无望,毕达良前景确实叫人担心,股价是否已经见底仍值得投资者进一步观察。<br />
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结语<br />
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管理学之父彼得杜拉克曾说过,愿意花心思栽培他人的人,自己的能力才会跟着提升,只要投资者愿意给予猪队友更多的关心和时间栽培,相信猪队友也有化身神团队的潜力,祝愿大家猪年投资大发、猪笼入水。<br />
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文/洪建文<br />
文章来源 : <br />
星洲日报 2019-02-14<br />
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https://www.sinchew.com.my/content/2019-02/14/content_2009543.htmlUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-82597077308361155972019-02-13T15:49:00.001+08:002019-02-13T15:49:21.648+08:00SKIN revival on the cards <br />
<a name='more'></a>A number of factors are said to be presented to the government<br /><br />FOLLOWING the renegotiations of some government projects deemed vital, submissions have been made to rescue the concession dubbed Sistem Kawalan Imigresen Nasional or SKIN.<br /><br />In July 2017, a unit of Prestariang Bhd , Prestariang SKIN Sdn Bhd (PSkin), inked a 15-year concession agreement with the-then Barisan Nasional government to implement the RM3.5bil border protection project.<br /><br />Last December, though, the same unit received a letter from the Home Ministry confirming the Cabinet’s decision to terminate the SKIN project by way of expropriation.<br /><br /><br />
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<br />The contract’s termination took effect on Jan 22 this year.<br />
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<br />But sources now say a number of factors are being presented to the government for it to consider reviving SKIN. These factors include a reduction in the total cost of the project, weakness in the existing immigration system, the long delay associated with a new tender process and a new ownership structure which would see a government-linked investment fund becoming the major owner of the project.<br /><br />SKIN is a new core immigration system meant to replace the Immigration Department’s existing “MyIMMs” infrastructure. Built in the 1990s, MyIMMs is said to be a patchwork of different systems, which, in turn, has led to oft-reported instances of border control compromise and the inability of the government to carry out crucial threat assessments.<br /><br />Another crucial part to the saga is the fact that the cancellation opens up the government to a compensation suit by PSkin, which could seek up to RM1bil in termination fees, say some.<br /><br />https://www.thestar.com.my/business/business-news/2019/02/09/skin-revival-on-the-cards/Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-73862957369893718512019-01-07T22:24:00.001+08:002019-01-07T22:24:22.484+08:00PRESBHD (5204) 必达量的教训/前线把关<br />
<a name='more'></a>2019年1月6日<br />前线把关<br /><br />在2018年12月18日,必达量(PRESBHD)的股价是28.5,等于市值1亿4036万令吉,全年共跌了81.13%。<br /><br />必达量的股价表现让股东们上了一堂重要的课,在作出投资决定时,需要特别考虑三个风险因素。<br /><br /><img src="http://www.enanyang.my/wp-content/uploads/contentdir/image/258270/190107X08_C4583-0.jpg" style="border: 0px; box-sizing: border-box; margin: 0px; max-width: 100%; padding: 0px; user-select: initial !important; vertical-align: middle; width: 600px;" /><br />必达量的股价表现让股东们上了一堂重要的课。<br /><br />1.风险是否过度集中(如国家移民控制系统,简称SKIN),及是否非常依赖政府合约(政治风险)。<br /><br />由于内政部长丹斯里慕尤丁宣布内阁决定取消35亿令吉的SKIN计划,而必达量持有该计划的70%股权,股价应声下跌。<br /><br />当一家公司的营业额过于依赖一个或少数几个客户时,这代表过度集中的风险。这是帕累托定律,即当你20%的客户贡献了80%的营业额,或是少于20%,或更糟糕的是,只有1名客户贡献了80%营业额。<br /><br />(证监会对此风险非常清楚,因此坚持公司要在招股书中披露是否有过度集中的风险。同时,年报中的财报备注中也有提及。)<br /><br />
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<br />随着大马首次政权更迭,政治风险随之升温。<br /><br />任何人都可以轻易地点出受到改朝换代影响而损失惨重的公司。<br /><br />在风险管理上,我们会分析“可能性”和“后果”。往后,有必要在分析的“可能性”和“后果”时,更重视政府更换带来的政治风险。<br /><br />2.主要大股东持股权高,并抵押在按金融资户头口的风险。<br /><br />根据媒体在12月18日的报道,必达量总裁兼总执行长阿布哈山博士,因被逼仓而脱售所有股权,不再是大股东。<br /><br />该公司向交易所报备,他在12月14日脱售了1亿1719万股,相等24.3%。(阿布哈山在10月22日和23日也因为个人按金情况而脱售了共3.13%股权)<br /><br />根据年报中主要股东、董事持股权和首30名大股东的资料,阿布哈山的持股权如下:<br /><br />两个月内,阿布哈山总共被逼脱售了所有27.43%股权。这也影响了股价,对小股东大为不利。<br /><br />虽然年报有披露阿布哈山的股权,但没有表明他是否将持股权作为按金抵押。虽然后有文告宣布他因个人按金情况而脱售股权,但这对小股东来说太迟,没有什么意义。<br /><br />问题是,年报是否应清楚披露大股东有否将股权作为抵押(按金融资或贷款),投资者才能做更好的决策。<br /><br />而且,是不是也要披露主要股东、董事们和首30大股东是否将股权抵押。我们可以规定一个门槛,比如超过20%就必须披露。<br /><br />MSWG认为,这个资讯在做投资决定时非常有用。小股东能知道主要股东抵押股权的程度,未来被逼仓时可能会影响股价。<br /><br />当股价跌到一定的水平(胥视按金融资协议的门槛),被抵押的股票可能会面对逼仓的情况,造成股价下行压力。<br /><br />阿布哈山<br /><br />■关键人物的股权风险<br /><br />如果关键人物也是大股东,当他被逼仓全卖,或只剩下小部分股权,意味着他也不再“利益共享、风险共担”,那股东可能要面临他不再竭力谨守岗位的风险。要如何真实且有形地确保他能在没有股权或只有少数股权仍维持一贯表现呢?<br /><br />不再利益共享风险共担<br /><br />以必达量的例子,阿布哈山说他将继续担任总裁和总执行长,并有新机构投资者和董事部的支持,继续领导管理层。<br /><br />在另一份文告中,董事部也表明支持阿布哈山继续领导集团。<br /><br />许多小股东投资在一家上市公司,是因为关键人物持有股权,代表大家利益一致。如果关键人物不再是大股东,小股东会想要知道潜在的风险。<br /><br />值得注意的是,这样的风险可能会发生在任何一家上市公司,必须严正看待。因此,监管单位是时候思考,是否要披露股票抵押的信息。这些信心将会帮助小股东做出更好的投资决定。<br /><br />MSWG企业活动快讯:<br /><br />富士通应速呈年报<br /><br />富士通(FSBM)无法在2018年12月31日前,呈交包含已审计财报、审计师和董事报告的2018年报,因为公司正努力解决部分交易和其他应收账款的问题,并要求将期限延长至3月29日。<br /><br />该公司因此根据上市条例,从11月9日开始停牌。如果无法在6个月内发布年报,大马交易所将展开除牌程序。<br /><br />评论:<br /><br />这是富士通第四次基于部分交易和其他应收款项的问题,而延迟呈交2018年报。<br /><br />MSWG希望董事部尽快解决问题,勿把股东蒙在鼓里。<br /><br />本周重点观察股东大会及特大<br /><br />这里只简要的概括小股东权益监管机构所关注的重点。读者可以查询MSWG的网站,www.mswg.org.my,以得到对公司所提呈的问题详情。<br /><br />1. 协固工程产品(CEPCO)股东大会<br /><br />年报第41页的营收贸易账项减值中,根据减值评估,董事部确认了1069万1910令吉的累积减值亏损拨备金。<br /><br />请问收回该款项的可能性大吗?公司采取了什么行动?<br /><br />2. 顶级手套(TOPGLOV)股东大会<br /><br />2018年报第52页的永续发展声明里,该集团在2018财年面对更高的事故率,每1000员工有3.82宗事件(2017年为2.31宗),或是每100万小时中,有21.29宗(2017年为14.05宗)。<br /><br />■请问严重事故率增加的原因?<br /><br />■公司将采取什么措施来确保员工处于更安全的工作环境?<br /><br />免责声明<br /><br />●小股东权益监管机构持有文中提及公司少数股额。<br /><br />●本栏简报与内容版权属小股东权益监管机构,所表达的意见是采自大众媒体。<br /><br />●我们将尽力确保所发布的资讯准确及最新,但不担保信息和意见的精确和完整。<br /><br />●内含资讯和意见仅供参考,并非买卖建议,或认购相关证券、投资或其他金融工具的认购邀约。<br /><br />更多详情可查询: www.mswg.org.my<br /><br />欢迎回馈意见:mswg.ceo@mswg.org.my<br /><br /><br /><br /><br /><br />http://www.enanyang.my/news/20190106/必达量的教训前线把关/Unknownnoreply@blogger.com