Posted by kcfan > 2012-10-17 21:27 | Report Abuse

Is the time I'm waiting for...I crazy to bought so much..Lol

Posted by kcfan > 2012-10-17 21:29 | Report Abuse

Financial report..Near 100% increase.
http://klse.i3investor.com/servlets/anpth/184061.jsp

Posted by avenger88 > 2012-10-17 21:30 | Report Abuse

tomorrow up and sell?

Posted by kcfan > 2012-10-17 23:08 | Report Abuse

Group Performance
For the 1 st half year ended 31 August 2012, the Group registered higher revenue of RM309.35 million (1HFY12: RM195.93 million) and a higher profit before taxation of RM40.58 million (1HFY12: RM19.02 million), an increase of approximately 58% and 113% respectively.

The better performance of the Group is mainly due to improved demand from current and ongoing oil and gas sector and export market, as well as positive contribution from newly acquired Nautic Steels Group in United Kingdom.

Corresponding to the better performance of the Group, the Group profit after taxation for the 1 st half of the financial year has registered an increase of approximately 99% to RM26.77 million (1HFY12: RM13.48
million).

Posted by kcfan > 2012-10-17 23:15 | Report Abuse

Prospects
The Group will continue to focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both locally and overseas, by expanding its capacity as the major pipes,fittings and flow controls solutions provider to the oil and gas industries and related upstream and downstream industries.

The recent oil and gas discoveries offshore Malaysia and the on-going oil and gas investment under Economic Transformation Programme (ETP) announced by the Government of Malaysia is expected to intensify capital investment in this sector.

The Group is of the view that the long term outlook of the oil and gas industries continues to be positive and barring any unforeseen circumstances, the Group expects its overall performance for the current financial year to remain satisfactory.

Posted by Siow Wei Sen > 2012-10-18 09:31 | Report Abuse

It is a diamond, let wait and see..

Posted by viperize > 2012-10-18 09:43 | Report Abuse

kcfan : support your statement, high potential & uptrend now

Posted by kcfan > 2012-10-18 20:56 | Report Abuse

Pantech performance in line with expectations.
http://biz.sinchew.com.my/node/66305

Posted by Mohd kelmy > 2012-10-21 21:30 | Report Abuse

looks like this counter is going uptrend

Posted by Molek Nan Fang > 2012-10-22 22:33 | Report Abuse

Bright future prospect (according to my friend who is working in Dialog now ), high dividend yield........ some more low PE.

Posted by tonylim > 2012-10-22 23:07 | Report Abuse

i might take position if dow do red tonight

Posted by Stock Operator > 2012-10-23 15:34 | Report Abuse

so pantech is a better buy than dialog?

Posted by kcfan > 2012-10-23 21:44 | Report Abuse

1)Maintain BUY, FV remained at RM0.81. We are keeping our BUY recommendation for Pantech and its FV at RM0.81 which was derived from a 6x FY2/14f PE, on the back of its sustainable growth plans tabled by the management as well as the positive outlook for the O&G sector.Source:OSK

2)Positive on the stock. Our OUTPERFORM call is premised on Pantech's earnings growth potential and attractive dividend yield that top most of the oil and gas stocks under our coverage. Our fair value of RM0.81, based on 9x targeted PER (based on a close approximate of the 5-year historical forward +0.5SD PER of 8.55x,) on fully-diluted EPS implies a total 22.6% upside (17.4% capital upside from its current share price together with our forecasted dividend yield of 5.2%) Source: Kenanga

3)Valuation
Reiterate our Buy on Pantech at target price of RM0.82, based on CY13 PER of 9x. Our Buy recommendation on the stock is premised on: 1)generous
dividend yield (FY13: 7.2%), 2) Pantech is a beneficiary of O&G capex upcycles in Malaysia and Brazil, 3) margin expansion in upcoming quarters, and 4)attractive single digit PE (FY13: 8.6x) despite strong earnings growth (FY13 EPS: +52%). On top of that, note that we have not imputed any potential upside in earnings resulting from efficiency gain at Nautic, implying upside risk to our earnings forecast.Source: TA

Posted by E R > 2012-10-23 22:48 | Report Abuse

nice.. waiting to buy on lower high..

Posted by kcfan > 2012-10-24 10:42 | Report Abuse

slowly slowly..go go

Posted by kcfan > 2012-10-24 22:45 | Report Abuse

Pantech riding momentum from positive demand.
http://www.theedgemalaysia.com/in-the-financial-daily/223716-pantech-riding-momentum-from-positive-demand-.html

Posted by kcfan > 2012-10-26 08:01 | Report Abuse

High potential with following reasons:
(i) the management is clear on its direction and takes things one step at a time to ensure that strong and sustainable growth is achievable,
(ii) it has sharp market instincts and an eye for acquiring companies that offer positive synergies, case in point being Nautic Steel,
(iii) it is a niche market player offering high-quality products, and is able to ride on the development of the O&G sector.

Posted by kcfan > 2012-10-29 07:59 | Report Abuse

Attractive valuation on strong growth prospects
Pantech remains on track to achieve strong double-digit sales and profit growth over the next few years. The company targets
to hit the RM1 billion mark in sales by 2015.

We estimate FY13 earnings at RM54.3 million, which represents 57% growth from the profit of RM34.5 million recorded in
FY12. Net profit is expected to expand a further 21% to RM65.6 million in FY14.

Based on our forecast, the stock is trading at very attractive valuations — price-earnings multiples of only 6.1 and 5.1 times
respectively for FY13 and FY14, or 7.9 and 6.5 times on a fully diluted basis for the two financial years.

Its valuations compare favourably against that for most O&G stocks listed on the local bourse and the broader market’s
average valuations as well as against our projected growth for the company. Plus, the stock is trading below its net asset of 73
sen per share as at end-August.

Pantech has proposed a second interim dividend of 1.2 sen per share on top of the one sen per share dividend paid in 1QFY13.
We estimate dividends will total 4.5 sen per share for the current financial year. This will earn shareholders an attractive net
yield of 6.7% at the prevailing price.

Posted by tamizy > 2012-10-29 08:34 | Report Abuse

I think this stock will move up steadily. Must keep some!!

Posted by bursabulltrader > 2012-10-29 21:32 | Report Abuse

Looks tempting....Mmmmmm

Posted by kcfan > 2012-11-19 14:51 | Report Abuse

Steady!Going to break year record high.Cheers

Posted by tcr5585 > 2012-11-19 14:52 | Report Abuse

wat happen?

Posted by kcfan > 2012-11-19 14:56 | Report Abuse

Investor's and insider focusing on undervalue stock likes Pantech and Tas as well.

Posted by kcchongnz > 2012-11-19 15:00 | Report Abuse

yeah man kcfan. pantech is good stuff

Posted by Siow Wei Sen > 2012-11-19 15:18 | Report Abuse

Hold it tight.. don't sell.

Posted by sugar_crackers > 2012-11-19 15:37 | Report Abuse

It break 0.7 with high volume...what happened?

Posted by kcfan > 2012-11-19 17:06 | Report Abuse

As value investor,Pantech overly Aggressive Performance Targets on ups the ante by continually setting revenue and earnings growth targets that are far ahead of its competitors' on it's current biz outlook.

Posted by sixteenblue > 2012-11-19 17:11 | Report Abuse

"Pantech on track for solid earnings"
http://www.btimes.com.my/Current_News/BTIMES/articles/20121118233636/Article/index_html

Posted by kcfan > 2012-11-19 17:13 | Report Abuse

Thanks sixteenblue on good sharing.

Posted by hamPAS > 2012-11-20 08:37 | Report Abuse

go go go gooooooooooi

Posted by kcfan > 2012-11-21 22:59 | Report Abuse

Pantech 80 cents on the probe.

Posted by Shanu N Apai > 2012-11-22 14:51 | Report Abuse

80 cents, wow i'll go in now

Posted by Josh Ong > 2012-11-22 19:01 | Report Abuse

it will up at least 1 after next report release.

Posted by Mohd kelmy > 2012-12-03 10:59 | Report Abuse

this counter can go in now at this price?? Needs some advice.

Posted by Josh Ong > 2012-12-03 19:24 | Report Abuse

Step in no worry...

Posted by Mohd kelmy > 2012-12-03 21:31 | Report Abuse

Thanks Josh, happy trading

Posted by Matsaham Mashuk > 2012-12-03 21:39 | Report Abuse

Hmm..a long way uptrend mode.nice.smile--)

Posted by kcfan > 2012-12-03 21:42 | Report Abuse

Latest progress:
Pantech the second quarter of fiscal year 2013 for 14.3 million ringgit net profit of 98.6% and 14.8%, respectively, year-on-year quarterly growth, thanks to a substantial improvement in trade and manufacturing operations.
The company also announced the distribution of 1.2 cents per share interim the dividend,Ex-date on 21 Dec 2012.Cumulative dividends in the first half to 2.2 cents per share.

Expert recommendations:
On view that Pantech Group's future performance will be more and more excellent, thanks to earnings growth potential, and to look to the good oil and gas sector.

Demand for oil and gas fields at home and abroad of the company's products, is expected to solid growth.

In addition, committed to expand the production capacity of the manufacturing business, especially in the British subsidiary of the Nautic Steel, in order to meet market demand, therefore, the performance increase for the coming year period.

Near term target price RM0.80

Posted by Muadzam Muzafar > 2012-12-08 15:21 | Report Abuse

Will this counter go uptrend this month in view of the dividend???

Posted by Josh Ong > 2012-12-08 15:28 | Report Abuse

To be honest, this share is only suitable for middle or long term investors (2-5 years). For those spectacular who hope to raise the share in short term, please get rid of this. That's my 2 cent opinion. Anyway, this is a hidden gem in KLSE. You will laugh till the end with current price in coming 5 years.

Posted by Muadzam Muzafar > 2012-12-08 15:37 | Report Abuse

thanks a lot, Josh

Posted by tonylim > 2012-12-09 13:26 | Report Abuse

Josh, in that case then the warrants is cheap now.
Already bought

Posted by Mohd kelmy > 2012-12-09 14:52 | Report Abuse

Josh Ong, your 2 cent opinion speak volume, tqvm

Posted by winwin > 2012-12-09 14:57 | Report Abuse

how about the revenue for coming 3 or 4 years since this stock suitable for long term investment? revenue and profit growth above 15% for guarantee?

Posted by Josh Ong > 2012-12-10 18:34 | Report Abuse

Tonylim, FYI personally Im still collecting wa now :) From 0.2-0.24.

Posted by tonylim > 2012-12-11 00:40 | Report Abuse

Josh, amboi, no wonder la. ding dong ding dong

Winwin, I read the annual report last night. profit 15% is tough, this confirms my fren telling me a tough industry, cut throat.
Having said that, they have an edge setting up offices in many places, the deputy is an accountant, many years in this industry. growth shd be sustainable.

Posted by tonylim > 2012-12-11 00:44 | Report Abuse

Good product mix, like a supermarket, semua ada.

Posted by kcfan > 2013-01-07 11:59 | Report Abuse

More to go and foresee better financial announcement result coming soon by month end.Cheers

Posted by Andrew Law > 2013-01-07 12:01 | Report Abuse

today really cheong man!!!

Posted by kcfan > 2013-01-07 12:04 | Report Abuse

Super up since morning.For man only !Ulala..