缅甸淘金（系列5）：进军缅甸要趁早
每日一专 龙腾东协 2014-05-06 13:58

过去20年，有不少企业或品牌进军缅甸，且做得有声有色，其中包括大马国产快餐连锁店———玛利朗（Marrybrown）、高雅（CLARA）、机兴控股（KHIND，7062，主板消费产品股）等。
由于不少领域、产品及服务仍面临供不应求的现象，这市场仍有很多商机，尤其是消费产品及工业品。
家电品牌———机兴控股也获得市场青睐，有不错的成绩。

在泵的补助之下，管内的石油与天然气才能输送到目的地，因此，有关的补助皆是该领域不可缺少的器材。
国内的一家上市公司——超力（Turbo，5167，主板贸服股），是东南亚区域的旋转设备供应商，销售离心泵、计量泵、高压气体压缩机、高压泵、非封密泵、汽轮机、工业冷却风扇和零件等。
超力的主要业务，涵盖销售、安装、检查、维修旋转设备和零件等全方位服务的业者，为石油与天然气公司的提炼厂提供相关设备与服务。
其中，该公司所代理的产品，包括新日本造机株式社会、Sundyne Nikkiso公司、Nikkiso公司和哈德逊等。
如今，超力的业务共遍布7个国家，包括泰国、印尼、菲律宾、汶莱和越南，并拥有办事处、工作坊、制造厂房和代理办事处。
至于下一个目标，该公司放眼进军拥有庞大市场潜能的越南，而目前已有一些韩国公司在当地开发天然气田。19 Mar 2012

目标价：1.25令吉
最新进展
OKA机构（OKA，7140，主板工业产品股）建议，以4送1比例，派送3045万6500新股。
同时，也献议进行占发行及缴足资本最高15%的雇员认股计划（ESOS）。
完成上述活动后，发行及缴足资本将从6091万3000令吉，扩大至8756万2438令吉，每股面值50仙。
行家建议
红股计划将提高流动量，然而，2015财年的每股盈利预计将从12仙，冲淡至9.6仙。
整体来说，由于本地基建发展强劲，我们继续看好OKA机构的未来前景，归功于该公司在半岛的强大地位和稳健盈利能见度。
销售增长和赚幅改善带动，2015财年盈利料强劲，我们因而上调营业额和净利预测，幅度分别为5%和12%。
维持“买入”评级，目标价从1.12令吉，上调至1.25令吉。15 Jul 2014

http://www.nanyang.com/node/635128?tid=709

OKA means OK.

Profit taking

Agreed

Could be one day show again!

Why diversified into construction sector since done well in logistics? Was it a mistake?

Looks like no strength to go higher.

Today we saw he selling pressure in response to the worse than expected results. Wonder how much lower it will go.

Why lower profit margin?

Q2 results expected to be better than Q1. Time to go in?

Results out at end of month

From 9 April 2014 until today, there were at least 6,685,300 shares traded at RM1.20 or higher. At least 3,786,200 shares traded at RM1.27 or higher.

Let's see the result to be released this month.

Why up today?

What I heard was higher revenue bec. seasonal. So I'm optimistic

That will take a long long time! Always very unpredictable price movement.

Higher fuel price might have reduced the profit.

Profit below expectation

Profit taking today ...

EGM on 28/8/2014

BRIGHT DAYS AHEAD

Lorries full of cash

In share market salted fish can alive again. You do not know? Salted fish can be more expensive than fresh one and some people prefer the salted one!

I collected the cash from the lorries recently and this time again I am confident myself will be one of the recipients.

30 sen in two days?

Opportunity to buy cheap now for a bigger profit soon!

Accumulate now bec. the lorries are expected to head north and thereore heavily loaded with cash to be distributed to the patient and smart investors before end of the month!

Buy low sell high. No problem.

CHHB allowed to buy back own shares up to 10%, equiv. to about 27,5 mil shares and they have started it. This will result in less shares in the market, so its price will tend to go up bec. of less supply. The buying back itself should also support or cause price to go up. The approved buy back decision could be bec. of its high NTA compared to its current share price.

High NTA RM2.935. Very much undervalued share price.

Don't sell

Hold tightly ...

Both the net profits of Q4 (31/3/14), RM30.830 million and of FY ending 31/3/14, RM74,706 million were the highest so far! Fantastic results!

Above RM 1.40.

After the impatient investors sold their shares, the price will shoot up like mad soon!

12 sen dividend for par value RM 1, now the par value is 20 sen, so 1/5 x 12 sen = 2.5 sen.

Game over...

4th Q (31/05/2014) EPS 8.9 sen is lower than 3rd Q (10.03 sen) this year and corresponding Q 2013 (12.69 sen).

Good stock. Buy and hold!

Last Q's (31/05/2014) profit margin (10.2%) was much higher than the corresponding Q (6.6%) in 2013.

Expect better results from coming quarters and years after the right issue exercise completed end of last year.

Definitely.

RM 3 in no time

Coming qtr result expected to be v. good.

Next target RM1. Better hold ...

Yes. Going to shoot up soon. Target at least 70 sen

Providing services to the oil & gas industry with high profit margin. U turn, started to go up. Best buy!

It has its turn to go up. Be patient.