Posted by ws leon > 2013-06-15 11:26 | Report Abuse

One more time yoyo, I'm going to boycott this stock. Lol

Posted by alkop > 2013-06-15 11:38 | Report Abuse

ws leon...wish u well.. i followed the pattern i make twice....so if monday drop...of course i do not want n hope it to drop..IF it drop so follow it pattern in n out again....tq

Posted by ykinvestor > 2013-06-15 12:32 | Report Abuse

I posted this question to myself about Pantech as I am a long term investor in Pantech.With all the M and A activities (Yinson's buy of Fred Olsen, Tanjonf Off plans acqusition etc..) happening in the uptick and booming O n G sector now, as well as famous persons buying up stakes in some O n G counters (Quek's new stake in THHeavy , Kencana Capital's stake in Yinson etc..), could the same thing happens to Pantech too ? I think this is possible in the near future. The reason is that the success of Nautic Steel has proven its management’s sharp eye in identifying small and well-established companies to value add to the group. Thus Pantech will look out for more companies like Nautic, which have the following: (i) an established clients’ network, (ii) has the approval of international oil majors, (iii) manufactures parts that are in the PFFs value chain, and (iv) able to fetch high margins.
Pantech has set its sights on achieving MYR1.0bn in revenue by 2015, the group’s FY16. A simple calculation shows that if Pantech were to achieve this, it would have to boost its topline at an annual rate of 15%-17%. Thus is M and A activity part of the plan to achieve thier MYR1.0bn in revenue by 2015 ? I guess the Pantech management has no problem to duplicate Nautic Steel’s success.
Again Pantech can also ask some famous corporate figure's to get some placement shares for it's new M n A activities too
There is a high possibility that Pantech will get rerated again with a higher PE i.e 15 after the release of coming quarter result next month. So this means, with a project EPS of 0.13 cent (this could be higher) next year, its TP price would be 1.95. Taking into the considerations of the potential M n A activities, the factors like the excellent mangement teams and its excellent yoy growth rate, I will not be worry about the short term volativity and will keep on investing on it as well as waiting for it to hit over 2.00 in the next 6 months to 1 year.
http://klse.i3investor.com/blogs/rhb/29507.jsp

Posted by alkop > 2013-06-15 12:38 | Report Abuse

tq..ykinvestor .for the info..it helps the investor

Posted by ykinvestor > 2013-06-15 12:55 | Report Abuse

NP alkop :-)

Posted by Stockinvester > 2013-06-15 22:28 | Report Abuse

Thank you for the info. I hope that rhb give us the correct information.

Posted by Stockinvester > 2013-06-16 22:48 | Report Abuse

Can't wait to see what will pantech show us this week. Will it create 52 weeks new high?

Posted by money_lov3r > 2013-06-16 23:09 | Report Abuse

Nice share.. wait for me!!

Posted by Knavi > 2013-06-17 09:11 | Report Abuse

non of the stock climb everyday, jz wait la...

Posted by eric eow > 2013-06-17 22:28 | Report Abuse

dj up +160 this week will hit 1.05

Posted by buybuybuy > 2013-06-18 09:11 | Report Abuse

Good dividend yield share so better accumulate the share now before the price goes up.

Posted by Stockinvester > 2013-06-18 10:16 | Report Abuse

Drop again!!!!

Posted by lilian18 > 2013-06-18 10:37 | Report Abuse

buybuybuy i agreed

Posted by kcfan > 2013-06-18 14:44 | Report Abuse

Stock collecting back by today.Foresee better financial position and consistent dividend paid out by next month.

Posted by Eugene91 > 2013-06-18 22:27 | Report Abuse

Director exercised ESOS acquired 200,000 shares @RM0.67 mmmm

Posted by ALaw > 2013-06-18 22:42 | Report Abuse

BAD OR GOOD?

Posted by ykinvestor > 2013-06-18 22:46 | Report Abuse

This is good it means they are confident the pantech shares will go much higher in the future because they know the pnatech future financial results would be good.

Posted by Ameen007 > 2013-06-19 00:46 | Report Abuse

I have 2 counters which just issued esos; alam and thheavy or is it tgoff. Forgot :-). But price went down when issue date. Heartsick. Pocket also sick.

Posted by kcfan > 2013-06-19 07:44 | Report Abuse

Collecting more on today trade.Let's wait to touch back RM1.00 and above.

Posted by Stockinvester > 2013-06-19 09:09 | Report Abuse

Let start the market.

Posted by AlanT33 > 2013-06-19 09:30 | Report Abuse

tighten up your seat belt guys!

Posted by Stockinvester > 2013-06-19 11:30 | Report Abuse

Seem today is no the day for pantech to fly yet.

Posted by Stockinvester > 2013-06-19 11:32 | Report Abuse

Can anyone tell me what is ESOS? How is this work? Thank you!

Posted by Eugene91 > 2013-06-19 11:36 | Report Abuse

Employee Share Option Scheme. Gives the employees rights to buy the share at a cheaper price in this case RM0.67?

Posted by Stockinvester > 2013-06-19 11:40 | Report Abuse

Wao.... So nice. I want to be employee of pantech, so that I can earn money easily. They can buy at 0.67 then sell at current market price?

Posted by newboy > 2013-06-19 11:43 | Report Abuse

ESOS is good to appreciate and reward its own employees. However, ESOS will dilute the EPS and thus affects the earnings. Will the coming quarter be affected by the redemption of ESOS? Any sifus to comment?

Posted by Stockinvester > 2013-06-19 11:59 | Report Abuse

Affect the earning? If the company able to reward their worker with their share, is it that mean the company has good financial fundamental? It will affect EPS and PE?

Posted by Eugene91 > 2013-06-19 12:01 | Report Abuse

For sure with more shares out there it will affect demand & supply so price will be affected as well. The ESOS should have a certain date to allow the employees to sell them. (Definitely not immediately or in a short time). Usually this scheme is to reduce the "agency problem" as according to the Agency Theory and also a way to reward employees :)

Posted by kjk85 > 2013-06-19 12:02 | Report Abuse

if they are greedy and need money urgently, for sure they will sell now and bring down the price.

Posted by Stockinvester > 2013-06-19 12:12 | Report Abuse

Thank you, newboy and eugene91 for the explanation

Posted by ykinvestor > 2013-06-19 12:19 | Report Abuse

According to Eugene above, Director exercised ESOS acquired 200,000 shares @RM0.67 mmmm. This is interesting, instead of making the profit (0.935 - 0.67 = 26.5 * 200, 000) straight away by disposing the shares, the Director has picked up the shares. This is an indication that he is expecting the shares to go up much higher in the near future. So I am more convinced now that the next month's result will be very good and the mother share will certainly go over 1.00 and goes towards 1.20

Posted by newboy > 2013-06-19 13:49 | Report Abuse

me worry is, if ESOS to be exercised, it means more shares will be take up by ppl. If the company earning remains the same and now more ppl owning the shares via ESOS, this means the earnings are now divided to more shares. Thus, each person will have a diluted earnings. This is reflected in the EPS - earning per share in the coming quarter report.

When EPS is low, PE will go up. and this is bad indicator somehow from the FA point of view. I'm no expert but read here and there. Any sifu can confirm my thoughts here on "ESOS will dilute EPS and negatively affect the PE"? thank you thank you. **smiles**

Posted by ykinvestor > 2013-06-19 13:56 | Report Abuse

The EPS dilution via ESOS is insinificant.

Posted by fatinvest > 2013-06-19 14:20 | Report Abuse

Agree with ykinvestor.
With present no of shares issued >450m,this EPS dilution via ESOS is small.
Looking forward to its quarterly result announcement next month.

Posted by AlanT33 > 2013-06-19 14:20 | Report Abuse

According to FASB, ESOS must be disclosed but not recognition. E.g they do not have to recognized options costs as an expenses under income statement!

Posted by Eugene91 > 2013-06-19 14:23 | Report Abuse

Now what we don't know is if there is such a date set, for ESOS holders to be able to sell their shares. Unless someone can point it out.. But I believe it won't be in such a near date.. As ykinvestor mentioned probably we will be looking at an interesting Q2, 2013 result. Let's hope that it will be :)

Posted by Robert Ho > 2013-06-19 17:49 | Report Abuse

Esos is a form of reward for employees. They help retain loyalty too and give the employees a sense of stake in the company. The alternatives are higher compensation, increased bonuses, better retirement benefits, etc which eat into cashflows.

Posted by newboy > 2013-06-20 09:00 | Report Abuse

Sales coming??

Posted by ncm6116 > 2013-06-20 09:41 | Report Abuse

dj n nikkei down..klci always follow ma...

Posted by SANG-JERO > 2013-06-20 10:34 | Report Abuse

We will some action from Pantech soon...tungguuuuu...

Posted by Stockinvester > 2013-06-20 11:00 | Report Abuse

Sang-jero, what is that mean?

Posted by Stockinvester > 2013-06-20 11:01 | Report Abuse

Fight back the bear......

Posted by newboy > 2013-06-20 11:02 | Report Abuse

Hehehehe...Either 'Happy' action or 'Sad' action. which one?

Posted by ncm6116 > 2013-06-20 11:29 | Report Abuse

if u have the bullet u must happy now...like me...huhuhu...time to shoot...

Posted by SANG-JERO > 2013-06-20 11:31 | Report Abuse

Have a look at the Q...then you know what I mean...

Posted by Stockinvester > 2013-06-20 11:55 | Report Abuse

What is the Q? Cannot see the Q.

Posted by hobson64 > 2013-06-20 11:59 | Report Abuse

no faith in Pantech anymore...came up from 0.72 if this is market correction, I worry it may drop back to where it was before.

Posted by SANG-JERO > 2013-06-20 12:01 | Report Abuse

Q to buy and sell lah....Ha ha ha...

Posted by hobson64 > 2013-06-20 12:01 | Report Abuse

this market tak boleh harap a lot...throw and go away for peaceful holidays and do some soul searching better.

Posted by janetrohan > 2013-06-20 12:17 | Report Abuse

pendek cannot become panjang!