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2019-08-21 23:01 | Report Abuse
潜在收购估值125亿·亚通电讯塔资产买家围绕
市场攻略
广告
(吉隆坡19日讯)市场盛传,亚通(AXIATA,6888,主板电讯媒体组)旗下电讯塔臂膀——Edotco正引来诸多追求者提亲,潜在收购计划估值可能高达30亿美元(约125亿令吉)。
《彭博社》引述消息人士称,亚通在最近几个月已接获潜在收购Edotco集团的初步意愿书,而整个交易估值可能达到30亿美元。
续与挪威电讯进行整合审查
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不过,消息人士说,非正式接触并未推进任何详细洽商,而亚通也正持续与挪威电讯(Telenor)进行整合计划的精密审查活动。
“若与挪威电讯整合计划无法突破障碍,其中包括政府对裁员和外资掌控关键电讯资产等忧虑,亚通仍有其他的选项。”
某公司发言人透过电邮回复表示,自从初期私下配售后,Edotco集团持续接获潜在投资者的关注,但据了解当前Edotco集团并没有任何私下配售或注资计划。
亚通拒绝回应
亚通发言人拒绝回应上述传闻。
目前,Edotco集团在大马、斯里兰卡、孟加拉、柬埔寨、巴基斯坦和缅甸持有超过2万9300座电讯塔,而亚通持有Edotco集团的63%股权,其它股东包括国库控股(Khazanah)、日本产业革新机构(INCJ)和公务员退休基金局(KWAP)。
广告
亚通是在2017年1月与日本产业革新机构和大股东国库控股签约,分别以4亿美元和2亿美元脱售34.1%持股。
退休基金局则在2017年4月以1亿美元认购Edotco集团的股票,最终INCJ、国库控股和KWAP共持有其馀37.6%股权。
Edotco原本计划在去年杪或2019年初,通过上市行动(IPO),发股至少筹集5亿美元,不过,随着巴基斯坦的交易告吹,预料集资计划将展延。
该公司原本计划以9亿4000万美元收购巴基斯坦移动通讯公司1万3000个电讯塔,但无法获得监管单位批准。
合并前景不明
冲击股价
亚通在今年5月宣布,和数码网络(DIGI,6947,主板电讯媒体组)母公司挪威电讯洽商“以非现金”方式整合东盟和南亚业务,打造出全球大型电讯公司,并把总部设立在大马,而整个协同效益将为50亿美元。
广告
不过,首相敦马哈迪对潜在整合计划可能带来的裁员问题感到担忧,因此要求双方释出更多交易细节,随后更一度传出亚通和挪威电讯的区域业务合并计划触礁,但遭双方否认。
亚通失守5令吉
数码网络跌5仙
可惜的是,投资者信心已受到动摇,亚通周一股价应声下跌,5令吉关口宣告失守,盘中最低见4令吉80仙,挫22仙或4.38%,创下今年4月22日来最低,最终报4令吉89仙,跌13仙或2.59%;数码网络则跌5仙至4令吉97仙。
数据显示,亚通过去5日下滑2.8%,过去30日跌幅更高达4.3%。不过,亚通过去52周累积涨幅达到15%,远高于基准富时综合指数的10%跌幅。
文章来源 : 星洲日报 2019-08-19
2019-08-17 13:03 | Report Abuse
this is a free and complex share trading market; we need to keep learning on how to hold good share counters for far better gain with analytical skill :) . Good luck !
2019-08-12 22:55 | Report Abuse
Hi Guys,
Even this counter is quite potential but world market trend must be considered first ; world market will volatile on US - China trade war. Of course, we would like to pick very good and potential counters at better lower price as their prices drop following US market index drops significantly.
Good luck !
2019-08-09 08:40 | Report Abuse
Hi Guys,
Even this counter share price has been on the rise since IC contract was awarded to this company that give good sign of having good chances of being awarding new contract, we need to put ourself on the ground and think why the share price was up so much ; will there “real strong buying be “ in the past and coming period we need to analyse if with your analytical skill.
To me, the past two months price up were due to promising contracts for the company in the future.
There is no free lunch in the capital market and good luck !
2019-08-08 18:18 | Report Abuse
Hi contra guys may lose money’ as it need to be held for investment but not for gamble . Be careful !!
2019-08-08 18:16 | Report Abuse
Hi Guys,
Recently, Dsonic has been awarded IC contract that has been good imagination over next SKIN contract tender by this company.
Datasonic: To bid for new Integrated Immigration System tender. Datasonic Group will participate in an open tender for a new Integrated Immigration System (IIS), as the company believes it has most of the expertise required. The due date for submission is Aug 19, and deputy MD Chew Ben Ben said management is confident of the company's chances in the upcoming tender. (The Edge)
2019-08-08 17:07 | Report Abuse
Hi Guys,
It must be promising good news on con... I Guess ! Good luck for investment.
2019-08-05 12:05 | Report Abuse
Hi Michael Kwok,
KNM price drops It is about market weakness currently but nothing to do with “overbuying”.
Please do not recommend innocent here to buy your rubbish stocks by this platform. you bought them are enough for you. You always come over this busy platform for your speculation and promotion of the rubbish counter.
2019-07-26 18:15 | Report Abuse
Hi Guys,
As analytical investors, we do not buy warrants for investment . Furthermore , KNM warrant price has been up much more than gamble price. If you like this warrant that means you like to take very high risk and gamble your hard-earned money ( like playing online casino).
We prefer buying undervalued shares including MBM , Gamuda , KNM ( from lower price to certain estimated higher price that might happen in future) ..... with analytical skill and business & investment perception.
Good luck for investment but not for gamble and contra !
2019-07-26 14:47 | Report Abuse
Guys,
Yup, KNM is on the track for Borsig listing hopefully as the boss mentioned it before in 2016 and boost other segments of KNM as well, which are potential such as WTE and Clean petrol in Thailand . Good luck for investment
2019-07-19 11:01 | Report Abuse
Hi Sardin81 and Jack Yip,
There are good experiences for those who do not have investment perceptions and financial analysis skill to learn about yours analysis.
Particularly, business perception and sharetrading trend as fund managers have their strong investment perception and skill to trade in shares like KNM such as future business trend of KNM ( are Borsig - make KNM secure more high tech O&G contracts, Ethonal - fund managers like reliable increasing recurring income and WTE - future bright trend bringing very potential business? .... answer is very promising). Many of retail investors do not even know such as perception; there many ppl have gamble attitude .
Hope some ppl understand this statement.
2019-05-18 18:40 | Report Abuse
Hi Guys,
Why they did not paste this egg price oftenly before this counter share price dropped last week ? Of course, they had not sold out their shares at higher price. Now, they want to collect this counter shares at lower prices for next round play in the crocodile market . Am I right ?
Anyway, let us collect this counter shares at lower prices . Thanks
Kariwong,
Thanks for your honest and cautionary information pasted before this share price dropped last week
2019-05-16 21:10 | Report Abuse
Based on investment perception on EPS and dividend yield growth, it is good chance to buy the shares at 1.20 to 1.24.
2019-05-16 17:00 | Report Abuse
Today, Lay Hong share price drop a bit but Teo Seng share price drop a lot despite being good profit and dividend yield . The reason is about pushing its warrant price down by operator of this company. It is good to buy even lower prices like 1.20 to 1.24 for investment. Good luck !
2019-05-16 16:13 | Report Abuse
Add some shares at 1.27 for investment.
2019-04-20 13:27 | Report Abuse
Look at Double track railway from Gemas to JB which this company packed part of this project -RM400 plus million. The most importantly the whole construction sector will become focus in next week generally .
2019-04-19 22:10 | Report Abuse
It is about construction sector that will be benefiting from Bandar Malaysia.
2019-04-19 19:08 | Report Abuse
Hi Guys other than these companies, construction sector companies will be benefiting from this announcement! Good luck !
2019-04-19 17:57 | Report Abuse
2019-03-29 10:50 | Report Abuse
Most of the buyers and sellers are from the same group for collecting shares at lower price. Good luck !
2019-03-27 09:37 | Report Abuse
Mr Tan KW,
I Guess you and other IB know the EPS of company and target price of this company very well.
2019-03-26 09:25 | Report Abuse
Hi guys,
It has been so always that mainly players really pushed down this counter share prices for days . If you have experience and have analytical skill over the analysis trend you would know easily about the real market:) over certain counters. Good luck for the investors but not for contra guys !
2019-03-25 12:09 | Report Abuse
Hi Guys,
After clearing those last week weak holders and contra guys ( of course there are less new contra guys and weak holders), the mainly players are pushing up for next Q result and of course there are minor correction onwards as well.
2019-03-25 09:35 | Report Abuse
Hi Guys,
Okay , cleared most of the weak holders and contra guys. Good luck for investment !
2019-03-25 09:21 | Report Abuse
Bought some at RM1.29 .
2019-03-24 21:33 | Report Abuse
Anyway, this tricky market can help us to learn more about realistic market where there are main players always use their tool like media to achieve certain objectives :) and if there are good counters share price dropped significantly and under very low value, there is an opportunity for us to get more of the shares at lower price with lower risk but the share price has higher change of being up provided you know how to calculate prudent target price with your adequate investment money.
Please do not use your hard-earned money, which is for other purposes, for investment or speculation. Good luck !
2019-03-24 18:28 | Report Abuse
pjseow,
your views are quite in line with mine; all are about evidence on the performance of the company and external factors. One thing we must ask yourself if you have quite experience in market trend analysis as follows:-
1) why a few days before Dayang share price dropped from RM1.7 plus to RM1.30 , there were no Dayang share price was not up but under despite other oil and gas counters such as Carimin and Perdana share price were up strongly and there some mainly significant selling pressures before that analysis from some institutions and why they did not quickly release analysis immediately ( 1-2 days after the last Q result) and why the analysis do not focus and calculate on profit growth and EPS trend of company for target price ?
We should use our financial skill to analyse the company performance on certain ratios such as EPS particularly, potential business performance in future like oil & gas activities based on oil price roughly and order book and profit growth
2019-03-22 10:17 | Report Abuse
Contra guys and weak holders have suffered a lot .
2019-03-21 16:32 | Report Abuse
Main players are quite experienced to clear contra guys and weak holding power shareholders at lower prices for a few days . Good luck for investment !
2019-03-21 10:22 | Report Abuse
Need to clear contra guys first .
2019-03-20 16:26 | Report Abuse
Dayang main players need to clear contra guys first .
2019-03-20 16:14 | Report Abuse
Hi Guys?
Just imagine why transaction of buying and selling so slow after today 4.00pm ; have there been a lot of the same buyers and sellers for collecting lower prices shares since yesterday:) . Good luck for investment !!
2019-03-12 18:36 | Report Abuse
Stockraider,
Please do not bluff on RM3.00 TP of Sapura Energy here for publicity .
Please do not bluff innocents on Sapura Energy that will hit RM3.00 in 3 years time. Just imagine how many billion shares that SapuraE has and how much profit that this company need to earn a year to hit RM0.30 per share in a year based on 10 PE ?
It has almost 16 billion ordinary shares excluding convertible loan that can be converted into about 3 billion preference shares. So based on the 16 billion shares ,the EPS of RM0.30 is about “RM4.8 billion” in net profit a year based on PE 10 time. Do you think it managed to hit ? I do not think so .
You may say that Sapura Energy will hit RM0.40 on recent hot O &G stocks for a while that is more relevant.
2019-03-12 16:43 | Report Abuse
This counter is moving up too fast today
2019-03-11 15:52 | Report Abuse
Thanks for correction !
2019-03-11 15:45 | Report Abuse
Good correction and collect shares at RM1.51 for investment !
2019-03-11 15:04 | Report Abuse
Today, It is a good correction for consolidation for those who have holding power. Good luck !
2019-03-09 15:16 | Report Abuse
“ Two cents view on Investment perception over potential counters “
It is too bad that , many people do not even know how to analyse financial performance of a company for investment and what make a company share price up and up again in term of EPS growth and other calculations ; Warren Buffet said you must invest something “under your control” ( i.e understand the business with your analytical skills, otherwise do not invest your hard earned money cause it could gamble away your entire money or your money for your family) that can reduce risk of losing your hard earned money .
However, there are Many innocents simply blame others for losing their earned money without “ blaming yourself “for buying speculative shares at very high price or penny shares not under your control ; Warren Buffet said and my 2 cents view as well, you must invest in those counters at much lower price based on potential EPS growth with PE basically where the share worth RM1.00 per unit but now it is only RM0.50 per unit for example . Dayang is a good example and we need to “learn good thing and leave poor mindset ” with your open mind. Hope these 2 cents views can help those people who need them. Good luck !
2019-02-25 10:32 | Report Abuse
All about investment knowledge , accounting knowledge and experience to get shares at cheap price as you find very good EPS that we can learn from Warren Buffet ; if you know that the target share price is RM2.00 ( based on EPS and other business factors like oil market and our world market investment policy influencer - Dow Jone :) ) but now, it is only RM1.00 . Good luck for investment !!
2019-02-25 09:12 | Report Abuse
Hi Guys,
Hold it for investment if you have simple investment knowledge and perception . Otherwise ,it is too bad for you with this golden good financial results in last 3 Quarters !
2019-02-23 20:01 | Report Abuse
Hi Guys,
You can find that Kumpulan Wang Persaraan (KWSP) always sold at lower prices of Dayang shares in the past 2 months even at 50 plus sens . This indicate that it might be short of cash or do not know ....
2019-02-23 17:30 | Report Abuse
Simple man and JJchan, wish you all good luck for your speculation and gaining experience :)
2019-02-21 13:54 | Report Abuse
Hi Guys,
It is all about market condition. now Fund managers and major players are focusing on construction sector as USA market is very good and ECRL might likely continues with smaller scale . Hope this market sentiments remain good and this counter will reach RM0.70 in a month time from now. Good luck for our investment.
2019-01-15 15:09 | Report Abuse
Hi Guy,
Hope you hold this counter shares until RM0.75 at least if you know how to read this share chart and have basic investment perception as I wrote a few days ago. Good luck !!
Stock: [OCK]: OCK GROUP BERHAD
2019-08-22 00:45 | Report Abuse
没有直接的关系,但是有市值和需求的参考; 我们需以投资和商业角度来看它。hope this will help you