Even the solar selling price reduce..the line 4-6 got minimum order one..if not the client need to compensate
Beside pls go check n compare the usd/rm apr16 to jun16 n jul16 to sep16

Simply ask ppl sell...what intention?

Go see tekseng 30/6 qtr report la..not only solar segment profit..pvc segment also profit improve la..if without solar still got profit 9m lah

100k retrechment cost only...so panic?

大華繼顯發表的分析報告也指出，雖然太陽能領域的長期前景保持正面，但太陽能晶片的平均售價正面臨壓力，短期料持續低迷。

「德成集團太陽能晶片的平均售價從8月的每兆瓦32美分，下跌至9月的每兆瓦27美分。」

德成評級下調

大華繼顯分析員認為，德成集團的裁員舉動料對該公司的影響不大，原因是此次裁員的開銷將由客戶承擔。

分析員解釋說，德成集團的第4至第6條生產線已由台灣的客戶承包。該客戶在簽訂最低數量的訂單后，若是無法達到最低訂單要求，將作出賠償。而且該公司也可將成本轉嫁給客戶。

「德成集團第4至第7條生產線已簽訂5年的訂單合約，及5年可選擇性續約。」

同時，分析員稱，上述生產線的賺幅較其他生產線低，預計每年貢獻500萬令吉，或相等于2017財政年盈利的10%。

太陽能板價格趨軟

另外，根據《Energy Trend》的報道，雖然太陽能需求處上升趨勢，但太陽能晶片的售價在9月下滑，主因為供應商競爭激烈及美國市場可從其他免稅供應商拿貨。

分析員認為，德成集團2016財政年將取得明顯的成長，但由于太陽能晶片價格趨軟，因此今年下半年盈利料不及上半年。

整體而言，該分析員將德成集團今明兩年的太陽能板平均售價分別下調13%和17%，至每瓦30美分至32美分，並將該股投資評級下調至「賣出」，目標價為1.05令吉。

（吉隆坡27日訊）德成集團（TEKSENG，7200，主板消費股）子公司——TS Solartech私人有限公司，傳來裁員的噩耗，拖累該股今日大熱走跌，全天下跌18仙或14.17%，至1.09令吉，位居熱門榜及下跌榜第7和第5名。

TS Solartech私人有限公司于26日發出一則裁員聲明，指該公司因產能過剩而須將第4至第6條生產線的員工裁退，相信將近240名員工受影響。

德成集團執行董事駱永俊在接受《東方財經》電訪時表示，此項裁員的目的是為了減少不熟練及未正式受聘的員工人數，而該公司對受影響員工所做出的賠償金額僅約10萬令吉，因此，相信對公司的整體影響不大。

另外，駱永俊指出，德成集團擁有足夠的員工，以應付公司的生產需求；同時，配合自動化生產線，該公司進行裁員，把員工人數從近800名，減至500多名。

詢及其他生產線的員工是否會受影響時，駱氏答道，該公司不會再進行類似的裁員計劃。

Retrechment compensation usually based on year of service ..i think the cost just leas than 1m

Boss good in action to reduce cost for company..200 plus retrechment cost for operation staffs little bit only la..unless u think the staff salary more than 10k loh
Even RHB retrech 300 plus staffs with rm300m..the share of RHB where got panic like tekseng today.

Staff still under probation period lah.some staff performance no good ..company offer them to other production line..some chose for VSS

http://www.enanyang.my/news/20160927/ts-solartech%e8%a3%81%e5%91%98br-%e5%8f%97%e5%bd%b1%e5%93%8d%e5%91%98%e5%b7%a5%e6%98%af%e4%bb%96%e4%bb%ac/

lets wait the latest annual report top 30 shareholders..i believe all big crocodile shares increase haha

so who still said gap down?

this big project under epf one haha

Kwasa Damansara a future township located on the area of a former rubber estate in the Malaysian state of Selangor that is in the process of being developed. The development is expected to take place over 20 years from 2015 and is part of the Greater Kuala Lumpur Strategic Development Project under the 10th Malaysia Plan announced in 2010.[1]

The project is located on the 2330-acre (939-hectare) site formerly occupied by Rubber Research Institute Malaysia (RRIM) in Sungai Buloh.[1] In 2010, prime minister Najib Razak announced that the land was being earmarked for development.[2] In 2012, the Employees Provident Fund (EPF) subsidiary Kwasa Land Sdn Bhd purchased the land for RM2.8 billion and was tasked as the master developer for the proposed township.[3]

kwasa boss? hehe

DEALINGS OUTSIDE CLOSED PERIOD

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5212929

Tan sri disposal share outside closed period..dun knw disposed to who haha

Solar business mainly export to oversea..why said forex has minimal impact

Based on the HOA..they need to sign letter of award before 30/9 or extension of time
Lets wait n see

After the completed of jkr project..digista will get recurring income every mth..
Beside, hotel business seem to have better profit for 3rd n 4th qtr due to more holiday like raya,haji, malaysia day long weekend.
The boss acquisition abt 3m share in jun at 0.16..i believe the price wont go down more

Base on QR 30/6/16..revenue for solar was rm100m
if 2017 hit usd234m..mean per qtr will hit 234m(base on usd/rm 4.00)
I believe will hit more as usd/rm today 4.14 hehe

“We now have a total of seven lines, of which three will be fully operational in September. Two more production lines will be added by end of 2016, which will increase the total number of lines to nine by the end of this year.

“With nine lines in full operation, our capacity per annum from end 2016 onwards would be 740MW or about 156 million pieces of solar cells, which will have a market value of US$234mil, based on today’s market value of solar cell,” Loh said.

He added that given the market value of US$1.50 for a piece of solar cell, the total value of 10 million pieces per month would be about US$15mil.

http://www.thestar.com.my/business/business-news/2016/07/18/tek-seng-counts-on-solar-cell-business/

Ya pls go verify ...last time he said solar power revenue usd15m per mth..and usd 234m for 2017

Good fundamental stocks.dun worry will up more ...expected good result and good dividend

This stock is not follow market one...is follow contra kaki one haha

Ms Anne got 131m share as at 31/3/16..sell 3m share only panic wat

No need to email la..u think the boss so free to answer meh
The only chance to ask question - AGM or EGM

Longnian..main contractor can and always sub out some work to sub contractors..so dun worry

2015 start 1.9b add 1b recognised 0.2b ..2016 2.7b add 3b recog 0.6b..2017 5.1b add 3b recog 3b..2018 5.1b add 3b recog 3b...wat wrongs?

Aiya dun bother those talk no sense here..PE ratio is the basic thing for judge a stock
Can anyone show me a PE 3.48 stock( dun said any with one off gain like sell assets)..i will sell all my vivocom change to tat stock

PE 3.48..pls judge urself over or undervalue?

Cause the boss said 4b end of this year mah...
cimb one 2017 need to get another 3b new contract

Anyway i just use simple calculation..if they can get 5b contract this year and with better margin..pe is lower than 3 for year 2017...super under value haha

5.1b 2017..3b depletion..3b replenishment..then same to 2018

Longnian..cimb said 3b cause they assume 5b end of this year..next year another 3b new contract.haha all research i also got study

Lets assume 4b contract end of this year ..we use average 36 mths(some aluminium work just 17mth) and profit margin 15%(Mar16 14%.Jun16 17%) and no of share 3.234b

Profit 2017 4b/36*12mth x 15% = 200m
Eps 2017 200m/3234m = 0.0618
Pe base on 0.215 = 3.48
How abt pe 7,8,9,10...who the fark said this con stock? Pls give me a company just pe 3.48 in the market..so for those dy bought vivocom pls keep tight ur stock u will get handsome return in 2017

Some of the projects construction period just 1-2 years ..why no possible?
Fyi even the construction period 3 years..vivocom will try to complete early for the developer apply authority permit 'CCC'
Anyway cimb predict 5b contract end of this year..but boss said 4b haha..let wait and see

Trademan even with old news already mentinoned 3b contract..actually boss dy said 4b contract
I know u wan to collect cheap..tat why keep on talk rubbish here..
Please go to check the condition to transfer to main board only talk..

The company wil transfer to main board on 2nd half 2017..as required by bursa
Vivocom need to meet 5 year profit(total 20m) to transfer main board.
Since vivocom profit start from 2012..thus 2017 transfer main board is reasonable

http://www.nst.com.my/news/2016/03/132979/vivocom-set-clinch-rm3-billion-worth-contracts?m=1

With double track contract win..the company will hit 4b order book

By the way 30/6/16 vivocom margin 17 percent ..and cimb research estimated vivocom will get 5b contract

Vivicom boss said 4b contract .. Base on margin 15 percent.2017 eps ard 0.06 sen ..base on price now pe just 3.6..pls dun listen those ppl without knowledge.

When everyone think will drop..it will up haha

Dun bother rubbish ppl..of course he/she wan to collect lower

If yoy improve...you are rubbish..

Rubbish ppl talk rubbish..yoy sure improve

Boss dy said 1.8b until year end..cimb research said total orderbook will hit 5.1b woh..scare wat