ok, desa.
I Took 20k unit juz now KEINHING.
THANK.

林順福成顯著股東‧達雅迎新氣象？
2016-02-13 17:00



（吉隆坡13日訊）拿督林順福在本月初，以每股8仙在場外收購達雅集團（DAYA,0091,主板貿服組）5千萬股股票，以6.65%持股崛起成為顯著股東。

林順福在2011年8月受委為公司董事，其公子林海良（譯音）也是公司代理董事。

有趣的是，林順福和家族持有的Optic Marine Services私人有限公司（OMS），據網站介紹，該公司主要提供潛艇纜繩組裝工程等全面和綜合解決方案，其中包括工程管理與顧問、取證、海事機構與物流諮詢、電匯、拉索着陸裝置等。

目前，O M S擁有鋪纜船（總值1千500萬美元和1千萬美元的M V Orchestra和Cable Empowered）、MV Janet錨處理拖船和多個船幅。

基於OMS為私人公司，無法一窺其財務狀況，但從其馬爾代夫——斯里蘭卡光纖海底電纜工程、杜邁馬六甲電纜系統等工程紀錄來看，相信公司獲利甚豐。

達雅集團則擁有涵蓋海底建設船艦，以及貿易和特殊化學與催化劑代理等資產基礎。同時，該公司也擁有25架石油與天然氣領域岸內與岸外起重機。

截至2015年9月30日止9個月，達雅集團淨利和營業額分別為1千850萬令吉和5億7千812萬令吉，比較前期為1千456萬令吉和4億8千210萬令吉，業務表現改善歸功於船艦使用率增加、低成本架構和化學下游業務銷售改善。

同時，達雅集團手握9千935萬令吉現金，而短期和長期債務則分別為8千349萬令吉和7千612萬令吉。（星洲日報／財經‧The Edge專版）

點看全文: http://biz.sinchew.com.my/node/131223#ixzz408bdw3Ih
Follow us: @SinChewPress on Twitter | SinChewDaily on Facebook

http://biz.sinchew.com.my/node/131223?tid=6

有时想要key in， 但又觉得无奈，想key in， 又不要先key in。

soros,
那我们只能留意经济新闻再作决定。

haha,
是你对拉.

股价起得多，跌得更加伤。

无可否认，KYY 很厉害的投资者！
他老人家眼观很好，
只是currrent economic 有变化。
LATITUDE 最吸引人的地方就是EPS。

Poor.

If yup, he is very rich.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4972217

KYY is it KOON YEW YIN ?

TOPGLOVE will add another 6.2bn pcs of SR gloves and 1.4bn pcs NR gloves in the next 13 months.

Management is also aiming to add 2 factories/yr (which should translate to an additional 4-5bn pcs of gloves) should demand continues to expand. Its product mix target is 60:40 of NR:SR (current: 68:32).

Assume its product mix would change to 63:37 and 60:40 for FY16 and FY17 respectively.

TopG continues to lookout for M&A deals within the glove sector that would complement its existing business.

Referring back to 2012 announcement on the Group’s interest to venture into upstream rubber plantation.

Due to the current oversupply of natural rubber commodity and softer latex prices,

TOPGLOVE has put on hold those plans and is possibly looking to dispose its plantation land.

TOPGLOVE's Producing 2.4bn/annum of nitrile gloves, the factory is running at a line speed of 35,000 pcs/ hour.

The current utilisation rate is about 85%-90%.

The lines include a double-dipping process which will further enhance the quality by minimizing pinholes on the gloves.

Internal mould supply.
TopGlove has invested less than RM20m to set up its own mould manufacturing facility.

The manufacturing plant will be rolled out in two phases with 1.4bn units/yr total capacity, which accounts for c.50% of the group’s current total requirement.
The first phase is expected to commence in April.

With its internal mould supply, the Group is estimated to save about 15% of its total mould costs, and can control the product quality with the aim to extend its useful life.

TOP PICK FOR GLOVE PLAYER:
1. TOPGLOVE
A. Well-Diversified Customers Base.
B. Attractive Valuation Against Peers.
C. Wider Products Mix.

resistance price ONLY for today rm5.97.
second resistance price rm6.20

U r right.

Correct, burger.

可是该不会从34.26x 来到25x (PE)

TOPGLOVE 的PE ：19.31
KOSSAN 的PE ：22.41

备注：
Karex 虽然不是和TOPGLOVE and KOSSAN 同行，
可是他们的领域息息相关。

Karex 的PE要是来到25x，
合理股价应该是RM2.70。

Market Capital (RM)
: 2.379b

EPS (cent)
: 10.39 *

P/E Ratio
: 34.26

Par Value (RM)
: 0.250

Number of Share
: 668.25m

NTA (RM)
: 0.690

RHB TP Hold Digi at rm4.70 :-(

Agree with u, shareinvestor88.

My remisier is my relative.

称呼人家idiot之前，
是否自己的休养不足。

我有尝试过问Remisier的意见，
他有说过Pe真的过于高，
别以为跌破rm4.00可以进场，还会再跌，
你接票，你就会烫到手，
所以我就没买当天。
对，有些股项不适合以Pe来做标准，
(如Myeg)

可是,KAREX绝对非常适合以Pe做标准的。
(不管是不是Monopoly Stock)

该不会来到rm2.80的啦，不用太怕。
不会低过rm3.40.
(就是有rebound back,都会被"吃"下来的)

1.Sell or Buy let ppls decide.
2. 就看庄家了。
3。 至周五，大部分的散户已经离开七七八八了。

:-)
那就得看谁对，谁错.

In 27.11.2015 ,
A Director Mr. Tsai Yung Chuan
Acquired CHINWEL 3,900,000 units@rm1.54.
Deemed interest 54.187%
如果你是庄家，您会洗牌洗到rm1.50 吗?
(自己去想吧)
祝大家:新年快乐!

RM1.50 ？
我都很想买CHINWEL。
有这么样的傻瓜肯以RM1.50卖给你吗？
还是您很想当傻瓜？

很少会有这样好的股，
业绩不美都会涨。
可惜我只有5k units@Digi.

Rm2.80.

REDUCE ALSO CAN UP.

buy OVERSOLD stocks.

Buy Chinwel,
rebound will happen any time.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4994933

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4994941
(EPF ACQUIRED !) 29 Jan, 2016

cheeseburger:
那么，照我看，KAREX 明天也许更加低？

CORRECT.

EPF 对DIGI 很有兴趣！

3 Feb, 2016 TODAY.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4993777
(AmanahRaya)

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4993773
(EPF)

PUBLIC INVEST RESEARCH
DIGI TP rm5.80

Both DiGi and Maxis announced their respective spectrum reallocation under the 900MHz and 1800MHz bands. However, pricing was not announced. Instead of an open bidding exercise, the authority maintains its direct allocation method but converts the annual assignment fee to an upfront fee with long-term concession, in this case a 15-year period. The refarming of spectrum will be positive for the sector as it discourages hogging and promotes a more efficient use of scarce resources. With a more optimal use of spectrum and competition from Telekom and U Mobile, we could only expect greater efficiency and affordability for customers. However, this will be at the expense of incumbents’ profit margins.

DiGi was given additional spectrum under 900MHz but 1800MHz reduced. As expected, DiGi received additional spectrum under the 900MHz. It was allocated 2x5MHz, an upward revision from the current 2x2MHz. However, its allocation was cut under the 1800MHz band from 2x25MHz to 2x20MHz. With an improvement in allocation under the lower spectrum band, DiGi would benefit as it could widen its network coverage with lower capex investment on additional sites and equipment. Also, its network quality should improve as the lower spectrum is ideal for indoor coverage.

Maxis’ allocation was reduced. Under the 900MHz and 1800MHz band, Maxis’ allocation was cut to 2x10MHz and 2x20MHz respectively. Currently, Maxis has 2x16MHz and 2x25MHz. This is negative for Maxis as it means the telco would need to invest more on capex in order to maintain its LTE rollout plan in the future. However, with the anticipation of a release of 700MHz band to telco operators beyond 2017, it could offset some of the additional required.

Digi.Com Bhd - Early Ang Pow

Author: kiasutrader | Publish date: Wed, 3 Feb 2016, 10:23 AM
News

Digi confirmed that it has been allocated 2x5 MHz (from 2x2 MHz previously) of 900MHz and 2x20 MHz (from 2x25 MHz) of 1800MHz band for 15 years with full implementation starting 1st July 2017.

The company notes the importance of taking a holistic view on spectrum and welcomes the timely review of the 700MHz, 2300MHz and 2600MHz bands by the end of 2016, as having a fair and balanced portfolio is crucial to delivering affordable and quality internet services to meet growing demand.
Comments

We are POSITIVE on the latest spectrum allocation to Digi as the much-needed additional 900MHz band will not only enhance the group’s network coverage but also improve its quality (i.e. to address/partially eliminate its poor in-door signal penetration issue) moving forward. We believe the additional 900MHz band would allow the group to optimise its future capex plan further as it requires lesser capex to enhance its network coverage (especially in the rural areas). Indeed, management has been keeping no secret in eyeing the additional 900MHz band for more than a decade.

On the 1800MHz spectrum front, despite Digi’s allocation being narrowed by 10MHz (similar to its rival – Maxis), it may not pose a great challenge to the group in view of its vast experience in managing spectrum portfolio.

Meanwhile, we also do not discount that the industry players could apply a change in spectrum usage (i.e. to deploy 4G services under the 900MHz and etc.). This, if approved by the authority, will allow the incumbents to optimise their spectrum portfolio further.
Outlook

Competition is expected to remain intense in view of the stronger competition from U Mobile. Similar to Digi, we believe U Mobile could be allocated a comparable spectrum under the 900MHz and 1800MHz bands, which could pose a great challenge to the industry’s incumbents moving forward.
Forecast

We leave our FY15/16E earnings unchanged for now pending the upcoming 4Q15 results review.
Rating

Upgraded to OUTPERFORM
Valuation

Raised TP to RM5.45, based on a higher targeted FY16 EV/fwd. EBITDA of 13.0x, representing an average 4-year’s mean (vs. 12.3x previously, which implied -0.5x SD below its 4-year’s mean). Although the upfront Spectrum Assignment fee is yet to be confirmed, we believe the latest spectrum allocation (in both the 900MHz and 1800MHz bands) to Digi could eliminate some investors’ concern and provide a short-term positive catalyst to the group.
Risksto Our Call

Intensifying competition.

Source: Kenanga Research - 3 Feb 2016

DiGi: Spectrum Allocation Allows Better Investment Plan, Network Design

By Meena Lakshana / theedgemarkets.com | February 2, 2016 : 7:15 PM MYT



KUALA LUMPUR (Feb 2): DiGi.Com Bhd said the spectrum allocation will allow the company to better plan its investment and network design.

DiGi has been allocated the spectrum of 2x5 megahertz (MHz) of 900MHz and 2x20MHz of 1,800MHz for 15 years beginning July 1, 2017.

The telecommunications company (telco) said in a filing with Bursa Malaysia that the allocation will improve its spectrum portfolio for the 900MHz band.

"The certainty on allocation and tenure of these two bands will allow for better investment planning and optimal network design," the statement read.

"With the improved spectrum portfolio for the 900MHz band, DiGi looks forward to continue bringing quality high-speed internet to its 11.7 million customers and more nationwide," it added.

The company said it noted the importance of taking a holistic view on spectrum, and welcomes the timely review of 700MHz, 2300MHz and 2,600MHz bands by the end of 2016.

"Having a fair and balanced portfolio is crucial to delivering affordable and quality Internet services to meet growing demands," it added.

On Monday, Malaysian Communications and Multimedia Commission chairman Datuk Seri Dr Halim Shafie said spectrum in the 900MHz and 1800MHz bands will be reallocated among Celcom Axiata Bhd, DiGi, Maxis Bhd and U Mobile Sdn Bhd by August this year.

He had said the two bands of spectrum will be assigned for a fee to the four telecommunication players for a period of 15 years.

Analysts had previously stated that among the telcos, DiGi stands to benefit the most from the auction of spectrum due to its low net debt to earnings before interest, taxes, depreciation and amortisation (EBITDA) value of 0.3 times compared to Maxis (1.8 times) and Axiata (1.3 times).

However, Kenanga Research had said in a note today the government's model for the reallocation of spectrum is unlikely to have a severe operational impact on telcos.

http://www.theedgemarkets.com/my/article/digi-spectrum-allocation-allows-better-investment-plan-network-design

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4988961

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4990365

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4990353

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4990337

I mean on KAREX.

小心下个星期二开市。

很pandai 玩心理学/心理战术。
真的佩服！
来临FEB.的季报会告诉大家。

更新於晚上8时46分


（吉隆坡26日讯）经过两天的朝野唇枪舌战，备受爭议的跨太平洋伙伴关係协议（TPP）今晚以127支持票对84反对票下，在国会下议院通过。该协议將在明日提呈上议院，並在同一天寻求通过。

国会下议院是於今晚约7时30分，以票决方式通过支持跨太协的签署。

在表决跨太协有关动议前，下议院议长班迪卡突然批准诚信党雪邦国会议员哈尼法迈丁的动议，进入辩论阶段。哈尼法迈丁是援引议会常规第30（1）条文，要求刪去跨太协动议中「接纳」字眼，这样我国就算签署跨太协，也不一定需要接纳该协议的內容。

哈尼法用男女交往比喻说，「签约就像约会，而接纳协议就像结婚，是伴隨著法律责任的」，不过有关刪去字眼的动议，经过公正党梳邦国会议员西华拉沙，以及国阵巴力苏隆区国会议员诺来妮的辩论后，该修改建议在声浪表决后被驳回。

跨太平洋伙伴协议涵盖12个国家，包括美国、越南、澳洲、汶莱、加拿大、日本、智利、墨西哥、新加坡、纽西兰、秘鲁及大马。

该项协议將在2月4日，在纽西兰的奥克兰正式签署，各国签署后，將有2年时间来完全接纳有关协议內容。

http://www.orientaldaily.com.my/nation/gn12784