Posted by kcfan > 2013-01-07 23:17 | Report Abuse

第三季銷售額或達1.75億‧騰達盈利料超預測
大馬 2013-01-07 17:59


（吉隆坡7日訊）騰達集團（PANTECH,5125,主板貿服組）將於本月公佈2013年財政年第三季業績，分析員預料其淨利介於1千450萬令吉至1千650萬令吉之間。

達證券指出，該公司第三季銷售額料介於1億6千500萬至1億7千500萬令吉之間。按季營業額及淨利，分別增長1至4%及1至15%。若屬實，將超越該行預測，即其首9個月淨利就達到全年預測的79%至83%。

騰達集團預料在2013年1月22日或23日公佈最新業績。

訂單保持3億令吉水平

達證券表示，據該公司管理層指出，在任何時候，該公司的製造及貿易訂單將保持在3億令吉水平，即是該公司一年盈利的透明度。

該公司較看好旗下碳鋼產品，因油氣領域的需求強勁。惟不銹鋼產品需求適中，主要是過去一年的鎳價格持續波動，使客戶較遲疑地投下較大的訂單，因為較高的鎳成本最終將會轉嫁給客戶。該公司不銹鋼產品的原料中，鎳佔了近70%。

騰達集團在巴生的碳鋼工廠在第三季的使用率達100%，未來至2013年5月為止將持續。

它最近將巴生工廠年度產能增加1千公吨至每年1萬8千公吨水平。

該公司在柔佛巴西古當工廠，它在第三季的不銹鋼年度產量達1萬2千公吨，比較年度產能則為1萬4千400公吨。由於需求穩定，預料它下一季的工廠使用率將可保持在83%水平。

該公司最新收購的Nautic設施的產能使用率達到85%，預料2014年財政年時，它將可達到全面使用水平，因管理層對它的運作及商業模式更加熟悉。該公司也計劃收購一塊土地供擴展的Nautic業務用途。
http://biz.sinchew.com.my/node/68983?tid=6

達證券指出，該公司優勢，包括慷慨周息率（2013年為7.2%），未來季度的賺幅擴大，大馬及巴西油氣業資本開銷擴張期的受惠者之一，及具吸引力的單數本益比（2013年財政年8.6倍）。使該行建議“買進＂評級，目標價為82仙。（星洲日報／財經）

Posted by kcfan > 2013-01-09 11:21 | Report Abuse

Share price up will due to a part related counter's for Oil&Gas industry parts or on coming good financial performance announcement.Cheers ahead,

Posted by kcfan > 2013-01-09 11:26 | Report Abuse

OSK TP RM1.00
http://klse.i3investor.com/servlets/ptres/13032.jsp

Posted by buybackma > 2013-01-09 13:09 | Report Abuse

kcfan.. I like to read ur statements/comments on this stock. Your kindness and valuable info. are always welcome. So hot pantech lately is it, maybe coz of div. play exdate 21jan.

Somemore with the coming report to be announced. And this activities by Dato' last mth "Conversion of 30,000,000 ICULS for 5,000,000 Ordinary Shares of RM0.20 each on the basis of 6 ICULS for 1 new Ordinary Share" by Bursa . Actually not good to explain the above. need ur kind explanation...tq...smiles..

Posted by Matsaham Mashuk > 2013-01-09 13:16 | Report Abuse

Hmm...uptrend mode..buy on weakness.nothing to loss..smile--)

Posted by kcfan > 2013-01-09 14:47 | Report Abuse

Fantatic.No comments just going up....

Posted by kcfan > 2013-01-09 18:50 | Report Abuse

One word "Good" only.Cheers until end...

Posted by Chung > 2013-01-09 19:03 | Report Abuse

i bought Pantech warrant last 2 days already get rm 3350 paper gain.... if pantech conyinue up till Rm 1.00 by than warrant should be at 0.50 cents wow... chinese new year ang pow me...

Posted by Josh Ong > 2013-01-09 19:51 | Report Abuse

Hold first... More to go!

Posted by kcfan > 2013-01-09 20:50 | Report Abuse

Chung,good capital gain ahead.Give me big cash of "Ang pow" or bank in to my Maybank a/c:6868-1188-118 on coming Ulala new year.Ok?

Posted by Chung > 2013-01-09 20:59 | Report Abuse

kcfan
i boughtt 100,000 share at average 0.245 cent last 2 daysi park to sell 35000 share morning at 0.245 ( switch to Alam ) balance still got 65000 share. Who know it start to goreng by 10.am.... if i did not sell it total profit maybe Rm 5000++ insted of Rm 3350.... Year 2013 is Oil & Gas counter.... Maybe tomorrow Alam turn to fly again......hahaha

Posted by kcfan > 2013-01-09 21:06 | Report Abuse

Chung,good figuring out of earn.More or less is still return.I'm not hold a single warrants share.All on his mother share since few months back.Let's sing a song until new year big"Ang Pow"receive.

Posted by Chung > 2013-01-11 23:10 | Report Abuse

Monday is 3+1 days in afternoon session all contra kaki will flash out from this counter. Looking forward to see more up trend to 0.80 cents.....

Posted by Matsaham Mashuk > 2013-01-15 21:00 | Report Abuse

Hmm..slow and steady O&G counter.uptrend mode..smile--)

Posted by alexliaw > 2013-01-15 21:29 | Report Abuse

CNY Ang Pow coming soon.....

Posted by bbull > 2013-01-16 08:09 | Report Abuse

sure

Posted by bbull > 2013-01-16 12:34 | Report Abuse

t+4 cleared
stronger goreng this afternoon
tp1.00

Posted by bbull > 2013-01-16 14:35 | Report Abuse

switch your funds to pantech
it's still a virgin
got more upside than alam

Posted by Jowie Loo > 2013-01-16 14:47 | Report Abuse

yea! support pantech, aiming for rm1
btw this ctr good in shaking you out!

Posted by kcfan > 2013-01-16 20:19 | Report Abuse

More to go before financial announcement by next week.Cheers ahead.

Posted by sugar_crackers > 2013-01-21 11:52 | Report Abuse

hold on! Report out this week~

Posted by Josh Ong > 2013-01-21 18:53 | Report Abuse

get trapped already ler... hahaha...

Posted by JASON80 > 2013-01-21 18:55 | Report Abuse

usually report out not necessary share price going up. its all depend on big gun . support level 0.75 .... should have cut loss or take profit .

Posted by bbull > 2013-01-21 18:56 | Report Abuse

got f u c k buy politics
BN or PKR all the same bastard
so sad

Posted by JASON80 > 2013-01-21 18:58 | Report Abuse

aiyo ... go f najib as he let the investor guessing making everyone panic when hear election . nothing to do with pkr . it is najib fault

Posted by KC Loh > 2013-01-21 18:58 | Report Abuse

i have to agree bbull! hahahahaha

have to make the best of it lor! :)

Posted by bbull > 2013-01-21 19:07 | Report Abuse

wat makes PKR any different from BN
all power & money hungry
all politicians just wan to enrich themself
their all pigs

Posted by Josh Ong > 2013-01-21 19:12 | Report Abuse

btw, i just loaded in some shares. Thanks for panic sales!!!

Posted by JASON80 > 2013-01-21 19:12 | Report Abuse

hey .. be end is ruling malaysia . want to blame , blame on be end . dont go to an innocent person . by the way , hey we disscuss share, have matter regarding political party , go other place . ok ?

Posted by meegoreng > 2013-01-21 19:15 | Report Abuse

That's truly the predicatement of Malaysian voters. We are simply lack of choice. Unfortunately, not many people are well informed and able to discern.

Posted by chung > 2013-01-22 18:08 | Report Abuse

Quarter result net profit 16.56 million.... total 9 months 42.3 million

Posted by bbull > 2013-01-22 18:38 | Report Abuse

ytd eps = 9.03 sen/share, est annual eps 12 sen
based on pe 10x fair value = 1.20 & bright outlook for OnG business

this stock is so undervalue , current pe 6x
must sapu tomolo..

Posted by bbull > 2013-01-22 18:42 | Report Abuse

also declared another interim 1.2 sen dividend

buy buy

Posted by tcleng > 2013-01-22 18:44 | Report Abuse

PANTECH is really good to invest and gain dividend also

Posted by kcfan > 2013-01-22 19:52 | Report Abuse

Nice performance of earning records. http://klse.i3investor.com/servlets/anpth/881984.jsp

Posted by JASON80 > 2013-01-22 20:53 | Report Abuse

cont happy la... later tml crash u know how to cry . remember when u win , the other side lose n cry ...

Posted by JASON80 > 2013-01-22 20:57 | Report Abuse

u are rite i waiting it to crash ... mesti lagi mega mega sale . hahah

Posted by JASON80 > 2013-01-22 21:07 | Report Abuse

wow ... so confident is win conuter .. keep on ur confident level ...

Posted by Josh Ong > 2013-01-22 21:09 | Report Abuse

do more homework u will know :)

Posted by JASON80 > 2013-01-22 21:10 | Report Abuse

haha.. actually i recommend this stock . a great stock to invest . jz kacau u jz now see how confident u are . hehe dont scold me ..

Posted by kcfan > 2013-01-23 01:55 | Report Abuse

http://www.theedgemalaysia.com/business-news/229712--pantech-gets-boost-from-oag-sector.html

Posted by talk2pkc > 2013-01-23 05:30 | Report Abuse

Latest financial data looks encouraging and here comes 1.00 , just hold on n maybe add more , loh ......

Posted by sephiroth > 2013-01-23 09:27 | Report Abuse

Holding for years at 0.625 and 0.465, keep collecting dividend and super normal capital gain and now even quarterly dividend. This counter is a money printer

Posted by kcchongnz > 2013-01-23 09:37 | Report Abuse

sephiroth,
Patience (in holding fundamental good stocks) pays the highest dividends. Well done!

Posted by bbull > 2013-01-23 10:52 | Report Abuse

RHB Equity Research

Pantech

Pantech announced 3QFY13 net profit of RM15.6m (+9.1 per cent qoq, +51.2 per cent yoy) which was within our expectation. Its 9MFY13 cumulative earnings improved 77.9 per cent mainly thanks to its successful investment in the Nautic Steel in UK.

In terms of segmental 9MFY13 profit before tax, its trading division improved 55 per cent yoy mainly due to higher sales demand from oil and gas sector as well as higher profit margin due to better cost control, while its manufacturing arm chartered a growth of 221 per cent and that again, was mainly contributed by Nautic Steel and the improved product mix of carbon steels manufacturing division.

We think Pantech may be able to continue to ride on the O&G boom in FY14 with Nautic Steel the main profit contributor while its trading division can leverage on Nautic Steel’s brand name to expand its business network.

Furthermore, we expect its stainless steel division may possibly start contributing positively to its bottomline in the next financial year thus we may see more upside to earnings.

We continue to like Pantech for its exposure in the booming O&G sector and we think that the recent correction in its share price gives investors an opportunity to accumulate the stock.

We are maintaining our Buy recommendation with an unchanged FV of RM1.00, based on 9x FY14 EPS.

Posted by sugar_crackers > 2013-01-23 11:07 | Report Abuse

based on current EPS and apply same PE for 2011-2012, current price should be 0.85.

Posted by titus > 2013-01-23 11:16 | Report Abuse

Pantech is a good stk. Been holding it for time. I think more upside for pantech. Keeping it because it will benefit from all the OnG project.

Posted by Desmond Liew > 2013-01-23 11:24 | Report Abuse

i m not familiar with this stock,, Is it a young enegetic or old man stock?? pls advise. tqvm

Posted by titus > 2013-01-23 11:32 | Report Abuse

Hi Desmond, not sure which category it fall into but it a fundamental strong stock with decent dividend and has been been growing stronger. Guess it will grow bigger. So far not much analyst cover it and that i guess that why it has been slow.

Posted by Desmond Liew > 2013-01-23 14:25 | Report Abuse

tqvm Bro Titus