timcheeso.blogspot.com
palm oil(棕油网): 再谈kulim的情况
http://timcheeso.blogspot.com/2010/12/kulim.html
Kulim收到了来自Idaman Saga Sdn Bhd的offer,献议kulim脱售qsr股权。 Kulim收到了来自Carlyle Group的offer,内容同上,但offer price比上面的高。 Kulim董事以“看好QSR前景”的理由,拒绝了Carlyle Group的offer。 Kulim在明年1月17号,召开特别股东大会,寻求罢免其中一名董事 – TAN SRI DATO’ MUHAMMAD ALI BIN HASHIM ,这名董事若没错的话,他同时也是QSR的董事。 1 宣布 85% 15% 的股息。 相等于一股50sen的股息。 验证了johorcorp手头很紧的臆测。 2 2010 11月29号,拒绝了Carlyle Group的offer。 这对QSR品牌股东来说,是个很好的消息,因为QSR值RM6.7以上!!! 但,董事没有说,他们不会把QSR股票,以RM5多的价格卖给Idaman Saga Sdn Bhd!!! 2007年,巴布亚新几内亚政府规定,kulim必须把NBPOL的股权降至60%。 Subscribe to: Post Comments (Atom).
bursamalaysiatrading.blogspot.com
Stocks & Futures Trading In Bursa Malaysia and MDEX Malaysia: Moved To New Blog
http://bursamalaysiatrading.blogspot.com/2006/04/moved-to-new-blog.html
Stocks and Futures Trading In Bursa Malaysia and MDEX Malaysia. A Collection Of Analyst Research On Malaysian Stocks Listed On Bursa Malaysia. Covers Daily Commentaries, Macroeconomics, Interest Rates, Monetary Policy, Technical Analysis, Foreign Research Reports And Special Reports On Significant Developments In The Malaysian Corporate World. Tuesday, April 11, 2006. Moved To New Blog. This blog is now moved to Bursa Malaysia Trader. Happy Trading And Investing! Posted by Bursa Trader at 7:13 AM.
bursamalaysiacompanyresearch.blogspot.com
Bursa Malaysia Company Research: January 2006
http://bursamalaysiacompanyresearch.blogspot.com/2006_01_01_archive.html
Bursa Malaysia Company Research. Features Bursa Malaysia Analyst Research Reports On Listed Companies. Wednesday, January 25, 2006. Berjaya Toto by KLCity Research 26th Jan 06. Posted by Bursa Trader at 11:25 PM. Telekom by OSK 26th Jan 06. Posted by Bursa Trader at 11:24 PM. Tenaga by OSK 26th Jan 06. Posted by Bursa Trader at 11:22 PM. Berjaya Group by OSK Research 26th Jan 06. Posted by Bursa Trader at 7:09 PM. Tuesday, January 24, 2006. Gamuda by Arab Research 25th Jan 06. Monday, January 23, 2006.
bursamalaysiacompanyresearch.blogspot.com
Bursa Malaysia Company Research: February 2006
http://bursamalaysiacompanyresearch.blogspot.com/2006_02_01_archive.html
Bursa Malaysia Company Research. Features Bursa Malaysia Analyst Research Reports On Listed Companies. Tuesday, February 28, 2006. Magnum by OSK Research 1st Mar 06. Posted by Bursa Trader at 5:57 PM. Magnum by OSK Research 1st Mar 06. Posted by Bursa Trader at 5:57 PM. MISC by OSK Research 1st Mar 06. Posted by Bursa Trader at 5:55 PM. Pentamaster by OSK Research 1st Mar 06. Posted by Bursa Trader at 5:54 PM. Monday, February 27, 2006. Magnum by AmResearch 28th Feb 06. Posted by Bursa Trader at 10:57 PM.
bursamalaysiatrading.blogspot.com
Stocks & Futures Trading In Bursa Malaysia and MDEX Malaysia: Accumulate On Weakness With A Stop In Place
http://bursamalaysiatrading.blogspot.com/2006/01/accumulate-on-weakness-with-stop-in.html
Stocks and Futures Trading In Bursa Malaysia and MDEX Malaysia. A Collection Of Analyst Research On Malaysian Stocks Listed On Bursa Malaysia. Covers Daily Commentaries, Macroeconomics, Interest Rates, Monetary Policy, Technical Analysis, Foreign Research Reports And Special Reports On Significant Developments In The Malaysian Corporate World. Sunday, January 22, 2006. Accumulate On Weakness With A Stop In Place. Posted by Bursa Trader at 10:06 PM. View my complete profile. Test Of Support At 900.
bursamalaysiatrader.blogspot.com
Bursa Malaysia Trader: May 2006
http://bursamalaysiatrader.blogspot.com/2006_05_01_archive.html
All Aspects Of Trading And Investing In Bursa Malaysia. Fundamental And Technical Analysis In Stocks And Futures. Research Reports And Charts. One Stop Investing And Trading Centre For Bursa Malaysia. May 31, 2006. Where Are We Going From Here? Where do you think this market is headed? What are the views of most analysts, brokers, friends, colleagues on the outlook of the market? So, what are you waiting for? Sell your whole portfolio and migrate to Australia? Posted by nomadhunter at 9:04 PM. Tanjung Of...
timcheeso.blogspot.com
palm oil(棕油网): August 2010
http://timcheeso.blogspot.com/2010_08_01_archive.html
GNEALY的合理价应该是RM 5.6? 我保留。 发表日股价 : RM4.6. 旗下的木材公司 Lingui(yahoo:2011.KL ). 65292;持有GLENEALY PLANTATIONS (MALAYA) BERHAD (GNEALY, 2372,kl). 3639% 股权。 可以说,GNEALY是一间家族企业。作为sarawak木材公司旗下的一间种植公司,它的便利是能够取得品质不佳但广阔的sarawak地库。 2 业务高度集中在上游,除了园丘和提炼厂以外,几乎没有其他的业务(包括任何周边业务)。股票投资属于长期持有,有机肥料的贡献微不足道。 3 公司的CPO售价紧紧跟随市价,存货很快出清,作业方式简洁干净,相信这和他的大股东背景有关。 6 面对最大的问题是sarawak州的低产量压力,而高产量的sabah州面临了油棕树老化的压力。至今集团还扭转不了过度依赖sabah州贡献的问题。 2000年左右,GNEALY是一间从事夹板生意的公司,业务状况不理想,在脱售了这门生意以后,才把业务重心放在油棕种植。 Cpo price sensitivity:. 如果CPO下跌到RM1571*ʌ...
timcheeso.blogspot.com
palm oil(棕油网): May 2010
http://timcheeso.blogspot.com/2010_05_01_archive.html
最近证券行对wilmar进行了worst case senario,意思是“做最坏的打算”,但我觉得这个方法有点搞笑。 Sime亏了9亿,你可以直接从市值扣出一个合理价,因为它是一次性的开销。 但wilmar不一样,假设2007年和2008年被证实有逃税的话,那么我们就可以说2007年和2008年的盈利是虚假的了。 如果2009年和2010年wilmar遵守了条例,他的盈利势必减少,哪怕是1%。 假设wilmar真的逃税了,但它通过一些“疏通”掩盖了实情,那么2009年和2010年它肯定会收敛起来,也会影响盈利。 Dutaland的nta(nav)是多少? 在计算dutaland的nta(nav)时,我们不能忘了dutaland-la 和 dutaland-lb的转换可能。 Bursamalaysia quarter results template web提供的数据是错误的。 Dutaland在计算diluted eps时,也没有真的diluted过。 目前,在bursamalaysia上市的dutaland股票,共有5组:. Monsanto配合美国政府,禁止农民保存种子,...
timcheeso.blogspot.com
palm oil(棕油网): October 2010
http://timcheeso.blogspot.com/2010_10_01_archive.html
Kfima,25 oct 2010的收购事项。 Kumpulan fima 以RM21 millions,向Network jaya收购Victoria square 80%股权。 Victora square的主要资产为位于Miri Sarawak的一块面积5000公顷的空地,60年地契。 如果以RM21 millions的成本计算,每公顷成本:. 21 m / (80% x 65% x 5000) = RM8077. 这笔买卖,虽然符合市值,但就我观点而言:昂贵。 同时,kfima的股价应声下跌了3sen或更多,不管是不是巧合,显示市场不看好这笔交易。 除此之外,这间JV公司,须在5年内动用70m来开发园丘。 个人观点:Buying on bad news。 (buy below RM1.28). 理由很简单,我们不知道下次的调整几时来,不妨在沉闷的观望市里,拿点本钱(最好是免费筹码)出来试试。 如果这笔21 m的款项,一文不值,那么,股价应当最多下跌8.7sen。 公司网站: http:/ www.npc.com.my/profile.htm. 1)risk ,. Npc的收割产量,...