Posted by top_idiot > 2019-10-31 10:29 | Report Abuse

（吉隆坡25日讯）尽管鹏达集团（PANTECH,5125,主板工业产品服务组）2020首半年业绩不如市场预期，但分析员看好旗下碳钢全面恢复出口至美国，製造业务可在下半年改善盈利。

艾毕斯研究指出，鹏达被征收的183%反倾销税收被撤销后，恢复向美国出口碳钢对焊配件，第二季製造业务销量因此按年增长24%至6520万令吉。

达证券也指出，该公司碳钢製造厂利用率已从2020财政年首季预测的30至40%，增高至次季的100%。

但艾毕斯表示，由于恢复出口美国的第一批碳钢的製造成本增高，导致营运利润从11.5%下滑至8.2%，净赚幅收窄至5%。



艾毕斯指出，该公司2020财政年首6个月净利1840万令吉，仅达全年财测的34%，营收也只相等于2020财政年预测的45%。

不过，该行指出，随著碳钢逐渐恢复出口至美国，製造业务财测将有所改善，进而维持2020至2021财政年的营收和每股盈利预测。

另一方面，达证券则基于该公司次季表现不如预期，对其製造业务赚幅收窄和贸易量减少作出调整，进而下砍2020至2022财政年财测26至27%。

但是，达证券对于鹏达集团的投资主轴不变，主要在于健康的资产负债表和潜在收购合併，以及国油的本地资本支出转移至上游项目，将酝酿出对本地离岸项目的需求。

在调整财测后，达证券维持2020年10倍本益比来估算，下调目标价至57仙。

Posted by top_idiot > 2019-10-31 10:30 | Report Abuse

talk like shit , hahaaha .
fake hope every years

Posted by Awangtoklah > 2019-10-31 19:11 | Report Abuse

Top_idiot, just sell it la. Take whatever amount left and put it in other counter. It think it is not worth it at all for you to stay with pantech

Posted by rsim03 > 2019-11-01 02:14 | Report Abuse

Will rise today with kwsp accumulate the share

Posted by slts > 2019-11-06 13:37 | Report Abuse

damn forever sleeping

Posted by top_idiot > 2019-11-08 11:40 | Report Abuse

sleeping beauty, its need a kiss

Posted by top_idiot > 2019-11-08 11:40 | Report Abuse

or kick its ass

Posted by slts > 2019-11-09 10:20 | Report Abuse

i prefer to kick its ass 1000x
need 1 bottle of Viagra to wake up, really lol

Posted by alvin_ci > 2019-11-14 10:14 | Report Abuse

when profit they sleep.. time loss we go through together..

Posted by moneytr33 > 2019-11-19 16:27 | Report Abuse

price sharp drop rather than increase? wth

Posted by top_idiot > 2019-11-20 20:35 | Report Abuse

haha,more idiot kenel lock in there

Posted by Jeffreyteck > 2019-11-25 09:50 | Report Abuse

Goreng agian but never deliver.

Posted by maytehpg > 2019-11-25 21:08 | Report Abuse

pantech can start watch these 2 week

Posted by cat lim > 2019-11-25 21:08 | Report Abuse

Don't skl lar

Posted by thesteward > 2019-11-25 23:33 | Report Abuse

PAntech sud be coming soon

Posted by top_idiot > 2019-11-29 09:44 | Report Abuse

sian ka lan

Posted by top_idiot > 2019-11-29 09:44 | Report Abuse

how soon it will coming ? haha
two years more?

Posted by MoneyGamer > 2019-12-20 13:54 | Report Abuse

Seemed like a decending triangle chart pattern is forming. Potential breakout looks imminent.

Posted by stockraiders > 2019-12-27 18:58 | Report Abuse

Bottom fishing over?

Posted by wahd > 2019-12-31 12:03 | Report Abuse

Oil price increase will affect the margin luxchem right ?

Posted by wahd > 2019-12-31 12:04 | Report Abuse

Oops wrong post

Posted by Sc Lee > 2020-01-03 10:23 | Report Abuse

better quarter expected and stamp duty exemped

Posted by Jeffreyteck > 2020-01-03 10:57 | Report Abuse

Another trap?

Posted by AllanTingAS > 2020-01-03 20:54 | Report Abuse

Seem like Malaysia is follow US and CNY on rally. My strategy is take profit and wait for another round of <0.50

Posted by Sc Lee > 2020-01-14 09:54 | Report Abuse

Q3 coming soon,expected better

Posted by ramada > 2020-01-15 20:18 | Report Abuse

1.37 sen.
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5125

Posted by Jeffreyteck > 2020-01-16 07:33 | Report Abuse

Claimed will be better but negative is the truth. Really wrong pick. Some penny stocks are more excited. After US ban, price dropped from above 0.60, ban uplifted, price remains below 0.50. The only thing is the management prefer you hold for long... long term.

Posted by jcpy > 2020-01-16 07:57 | Report Abuse

Seemed encouraging results with increasing revenue due to the stronger sales from higher US shipment in the manufacturing division, but I hv to admit that net profit was a bit disappointing. However, cash flow from ops has improved substantially to 87 mil.

Posted by lwyy60 > 2020-01-16 07:59 | Report Abuse

Aaccumulate when low not high, XD, div 5% no bad, this 1 steady among others. Good luck all.

Posted by pengyou > 2020-01-16 14:08 | Report Abuse

lwyy60 is right, dividend is 5%. Just keep like fixed deposit. When time to go back up, can sell back for profit.

Posted by top_idiot > 2020-01-17 06:01 | Report Abuse

fxxk la, talk many, price never up

Posted by top_idiot > 2020-01-17 06:03 | Report Abuse

fix deposit,can,take back money lo,
this fxxking sampah share , make you money lose

Posted by top_idiot > 2020-01-17 06:04 | Report Abuse

normal investor avg price at 65sen
now 50sen , how could you say macam fix deposit?

Posted by top_idiot > 2020-01-17 06:07 | Report Abuse

check back forum history, two years already.
many ppl like you, now diam diam already

Posted by Jeffreyteck > 2020-01-17 08:48 | Report Abuse

Dividend is 0.5 sen, is that called 5%. Not to mislead or be misled.

Posted by Surewind > 2020-01-17 10:32 | Report Abuse

Dividend is 0.05sen * 4 = 0.02
0.02/0.495 = 4.04%

Still the highest FD for 12 months now is 3.9% by Affin bank.
Investing in Pantech at current price is still better than FD.

If the last dividend for the year is 1 sen then even higher dividend yield.
A good price to enter would be below 0.49 i guess.

Posted by ValueMe > 2020-01-30 16:03 | Report Abuse

Źzzzzzzzzzzzzzzzzz..............

Posted by top_idiot > 2020-01-31 10:59 | Report Abuse

永不起价的烂股... 没有最低 只有更低

Posted by bursabull > 2020-02-04 11:41 | Report Abuse

Right time to accumulate now... some more good dividend yield...

Posted by bursabull > 2020-02-04 11:44 | Report Abuse

鹏达集团 今明年盈利看涨 BUY Call

Nanyang Thu, Jan 16, 2020 

目标价：57仙

最新进展

贸易业务销售走低，拖累鹏达集团（PANTECH，5125，主板工业股）2020财年第三季净利表现，按年少赚8.23%，至1026万8000令吉，但仍宣布派息每股0.5仙。

不过，当季营业额按年上扬18.09%，至1亿6551万3000令吉，归功于美国对集团制造业务的碳素钢产品需求提升；上财年同季营业额报1亿4015万8000令吉。

累积9个月，该集团净利报2862万3000令吉，或每股3.82仙，逊于上财年同期的3617万8000令吉，跌幅达20.88%；营业额小跌1.72%，至4亿5856万7000令吉。

行家建议

鹏达集团首9个月核心净利年跌20%，报2820万令吉，符合我们的预期，但比市场预测来的差，分别达全年预测的73%与60%。

同时，此次宣布派发每股0.5仙股息，也在我们预料范围内；上财年同季派息每股0.51仙。

该集团财务状况稳健，因此现阶段热衷于并购项目，追求通过外部来增长。

此外，国油提高本地油气业上游资本开销，我们估计该集团能从中受惠。再加上碳素钢产品出口恢复，预计今明财年盈利会增长。

我们维持“买入”评级和57仙目标价，相等于本财年本益比10倍。

Posted by bursabull > 2020-02-04 11:49 | Report Abuse

Immediate Shares Buy Backs from Pantech recently... from 16-Jan-2020 until yesterday... good sign...

Posted by top_idiot > 2020-02-06 09:43 | Report Abuse

烂股持续下跌，人家肺炎也关他事，跌就跟着跌，
起牛的时候，不见得烂股跟着起

Posted by Jeffreyteck > 2020-02-23 16:37 | Report Abuse

Share buy back, hopefully is not misused to purchase from those with esos and with insider information. Time to review the rules on share buy back as it may give a wrong signal as well as misused. Genm, eg. bought back when price above 5, then above 4, now no action when price fell to 3.
Wrongly judged this counter.

Posted by ValueMe > 2020-02-25 13:07 | Report Abuse

Bullcrap malang share market.

Posted by wahd > 2020-02-27 12:55 | Report Abuse

weak WTI oil price seem affected pantach share price

Posted by Sc Lee > 2020-04-01 11:41 | Report Abuse

time to collect

Posted by Knownfact > 2020-04-05 22:59 | Report Abuse

Depends on the coming Q results

Posted by mawiLegend > 2020-04-07 17:00 | Report Abuse

Long term saham ni bodoh,,beli simpan aja,,tiap2 thun mkn div,,bangang pnya korg

Posted by Jeffreyteck > 2020-04-08 10:18 | Report Abuse

Trying to mislead shares buy back? Confusing filing on buy back, bought back earlier but only reported yesterday. Sleeping authority encouraged all these nonsense?

Posted by Surewind > 2020-04-09 18:30 | Report Abuse

I believe the new buy backs so they can give share dividend for next quarter instead of cash dividend.
Currently they have bought back 1.04820%. They will need app. 1.405% for 0.005 cent dividend.