Posted by Titicamara > 2013-07-25 16:23 | Report Abuse

Guys/gals, eps decreased 2.5% y/y. There won't be any big upwards movements on the share price for the next 3 months at least until the next quarterly result is out.

Posted by hobson64 > 2013-07-25 16:25 | Report Abuse

it doesn't matter....bottom line must engage aggressive players lah, look pathetic coupled with RHB/Kenanga nonsense comment.

Posted by divine > 2013-07-25 16:26 | Report Abuse

@titi and why were 9000 Q-ing to buy at 1.07?

Posted by Steve Jub > 2013-07-25 16:27 | Report Abuse

half say up, half say down = flat

Posted by hobson64 > 2013-07-25 16:28 | Report Abuse

that 1.07 is all remisier's queue, not fund lah, can smell it.

Posted by SANG-JERO > 2013-07-25 16:29 | Report Abuse

hobson64...Honestly speaking, i saw this kind of statement when the price was 0.90 until today...mmmmm

Posted by hobson64 > 2013-07-25 16:30 | Report Abuse

if can close flat at 1.11 is totally acceptable, it seems impossible.

Posted by Titicamara > 2013-07-25 16:38 | Report Abuse

Divine, they are investing for the long term I guess. The analysts expect Pantech to make 0.118 and 0.136 for 2014 and 2015 respectively.

Their historical high P/E has always been 10. Unless there is a rerating in P/E, we will conservatively attach P/E 10 to this company.

Thus;

value for 2014 : 0.118*10= RM1.18
Value for 2015 : 0.136*10= RM1.36

Unless they reach that, share price will remain sideways for the time being.

Posted by Titicamara > 2013-07-25 16:40 | Report Abuse

Share price must always follow earnings. You will only see RM1.3++ in 2015.

Posted by Steve Jub > 2013-07-25 16:43 | Report Abuse

can close at 1.09 or not?

Posted by slts > 2013-07-25 16:54 | Report Abuse

tmr 1.05

Posted by Steve Jub > 2013-07-25 17:00 | Report Abuse

wa, really? cham lo

Posted by usry > 2013-07-25 17:04 | Report Abuse

heavy selling.. look like someone try to pull down or manipulate the price..

Posted by BBB79 > 2013-07-25 17:08 | Report Abuse

look like got people like to manipulate with give out dividend and cash repayment share, like digi, pantech, magnum, bat, puncak, kps...

Posted by Steve Jub > 2013-07-25 17:28 | Report Abuse

got dividend also kena push down.. so cham

Posted by Hanzhong Pang > 2013-07-25 17:34 | Report Abuse

My theory very simple: Are they down below RM1? Chances vry low..TP? min RM1.2 or maybe can go higher...worth to buy with current price? Yes, of course, but buy on ur own risk...

Posted by slts > 2013-07-25 17:47 | Report Abuse

today drop 3 sen so 1.2 + 1.2 sen = 2.4 sen dividend gone today
tmr dumping should continue
below 1.00 by sep

Posted by Steve Jub > 2013-07-25 18:07 | Report Abuse

seldom see double dividend also kena tembak

Posted by CityTrader > 2013-07-25 18:28 | Report Abuse

If based on ta point of view, the price ll up

Posted by Steve Jub > 2013-07-25 18:38 | Report Abuse

but sentiment might kacau a bit tomoro.

Posted by usry > 2013-07-25 19:14 | Report Abuse

If market ..'kacau' tomorrow hope it not down to rm1.05.
If 1.06 break..than it will goes further to rm1.01 and below.

Posted by Steve Jub > 2013-07-25 19:20 | Report Abuse

hmm maybe i should bait at 1.01

Posted by kcfan > 2013-07-25 20:15 | Report Abuse

鵬達集團（PANTECH，5125，主板貿服組）2014財政年首季業績達標，放眼下半年受不銹鋼需求上揚帶動，激勵公司盈利。
肯納格研究指出，儘管大選因素影響了大型工程的進度，進而衝擊該集團的產品銷量，但盈利仍能按季增長3.8%，所公佈的2014財年首季淨利亦符合該行6千610萬與市場6千530萬令吉的預測。
分析員認為，盈利按季增長，主要是由於前一季的農曆新年等假日，減少了營運時期，提高了第一季的比較數據，加上該集團旗下不銹鋼生產部的利潤提高。
此外，分析員也指出，該集團去年收購的Nautic鋼鐵（Nautic Steel）業務成長可觀，加上集團通過後者進軍英國市場，開發新財源，相信未來有助提振集團整體業務表現。
區域油氣業工程增加
肯納格研究表示，區域內的油氣業工程越來越多，這種趨勢有助刺激集團旗下業務。
該行也提到，雖然鵬達挑戰美國反傾銷令的訴訟中，有望於2014年首季解決，但該集團已積極尋求替代方案，包括生產不受反傾銷令管制、利潤又高的高檔不銹鋼配件；以及在南美洲與歐洲，發掘更多潛在的出口市場。
然而，分析員亦指出，倘若油氣業突然行情低迷，該集團的展望將難免受影響；而若原材料價格出現大幅度的波動，旗下業務的營運利潤亦有可能下挫。
肯納格研究維持該集團“超越大市”的評級，以及1令吉28仙的目標價。（星洲日報／財經）
http://biz.sinchew.com.my/node/79237

Posted by rocketjet > 2013-07-25 20:32 | Report Abuse

1.07 tested for 3 days in a row, so I believe, tmrw could be trending UP.

Posted by lucky9922 > 2013-07-25 20:58 | Report Abuse

Resistance 1.07 today, If dj not drop later, tomorrow Maybe trending up. Today sell volume high can hold at 1.08. Not bad.

Posted by hobson64 > 2013-07-25 21:29 | Report Abuse

Guys, to trend up, who is buying? You and me not buying, retailers not buying, RHB and Kenanga also not buying under their wealth management, the owners are not supporting, not matter how good the valuation is, it just won't go up. Share price spike is all about mankind activities and aggressive interception, without both, it will just stay there. RHB/Kenanga are just small boys to make comments, don't trust their research.

Posted by weiboy90 > 2013-07-25 21:45 | Report Abuse

i think the uptrend is ending soon. look at MACD indicator, almost going to cross-over.

Posted by divine > 2013-07-25 21:57 | Report Abuse

I finally pick a stock with supposedly good fundamentals and it proves to be disappointing....

Posted by weiboy90 > 2013-07-25 22:07 | Report Abuse

if you believes this stock will give u a return in a long run (as long as fundamental is good), just ignore short term fluctuation. but do careful because this stock has been overbought, so some correction may occur.

Posted by divine > 2013-07-25 22:17 | Report Abuse

thanks for caution note weiboy90

Posted by BBB79 > 2013-07-25 22:18 | Report Abuse

one of the reason drop because puasa, after raya sure will up...

Posted by AlanT33 > 2013-07-25 22:33 | Report Abuse

Main support @ 1.07. If you draw a line on the chart, you can clearly see the price that went over 1.07 was because felda acquired on the 16 & 18 hence it pushes the price up. I believed it would consolidate for the next 1-2 week before breaking 1.14.

Posted by lucky9922 > 2013-07-25 22:39 | Report Abuse

Ya no big drop today, is lucky, If u c prolexus went announced report short drop 20% within 3days. And dj open up trend, hope can up tomorrow.

Posted by apprentice > 2013-07-25 22:44 | Report Abuse

Dividend of 1.2 plus 1.2 is nothing to shout about. EPS of 10 sen, depending on what PE one attaches to the counter, its price is anything between 90 sen to 1.20. Don't forget its price have risen 100% in 12 months and those just in may be holding the baby.

Posted by sephiroth > 2013-07-25 22:49 | Report Abuse

buy 0.46 sell 1.00, my profit 117%, 2 to 3 yrs back, when trading at 0.46-0.55, the dividend is damn great, now that the price have more than double, yield drop drastically

Posted by BBB79 > 2013-07-25 22:53 | Report Abuse

you really can hold so long, earn 100%++, geng, if i will sell out after 10%...feel shame on it...

Posted by sephiroth > 2013-07-25 22:58 | Report Abuse

3 yrs give decent dividend 6-8% at price of 0.46, much better than fd but capital gain more than 100%, cannot tahan,cabut

Posted by lucky9922 > 2013-07-25 23:01 | Report Abuse

Ya very good counter

Posted by rchi > 2013-07-25 23:02 | Report Abuse

better return than Warren Buffett....lol

Posted by apprentice > 2013-07-25 23:03 | Report Abuse

Yes sep, the DY is halved, time to move on.
B79, that's what undervalued shares can do for you. 8% to 10% DY and later sell at 100% profit.

Posted by slts > 2013-07-26 06:20 | Report Abuse

for those who are still holding, my advise
is to take your profits if any. like any Oil stocks there have peak
and are now in correction mode
do not hold it for the 1.2 x 2 dividends
traditionally aug - oct are down months
for stock mkt worldwide & after a 7 mths run since jan
without a serious pull back, chances is
you will see a bad one soon
u can always buy it back cheaper near ex-date in sep/oct
for the dividends.

i cannot talk the stock price down, but the mkt forces will
do it

Posted by slts > 2013-07-26 06:30 | Report Abuse

the rule of the thump is to "protect your profits"
if you want to be in the mkt for long
unless your are a millionaire than you can lock it
up forever.
there are no good stocks when the mkt kaput!!!

Posted by kcchongnz > 2013-07-26 06:41 | Report Abuse

How does a loan stock like Pantech LA work?

Posted by wm83 > Jul 24, 2013 11:24 AM | Report Abuse
wanna ask a newbie question, i bought pantech-LA, does it work like warrant? mother share increase, would LA increase? what's the difference?

Pantech LA is a hybrid investment instruments. It is also known as ICUL, irredeemable convertible unsecured loan stock. Holders of Pantech LA (Face value 10 sen) is paid 7% coupon rate (3.5% every 6 months), or interest of 0.7 sen a share a year. Similar to warrant, you can also convert your LA share to Pantech share with a conversion rate of 6 LA to one before the expiry date end of 2017. In essence, LA provides the benefits of a bond and a warrant until it is converted to an equity. Hence LA will increase in price as Pantech does which is evidenced in its movement with the underlying share.

So with Pantech price at 1.08 and LA at 18 sen, which is a better investment?

A analysis of the investment value of LA basing on its cash flows from the coupons is 11.0 sen. The assumption of risk premium is 1.5% over the risk free rate of 3.5%, and hence a required return of 5.0%.

Using a historical volatility of 35% for Pantech, the option value of the warrant portion of LA is 41.9 sen, or 7.0 sen per LA. Hence the total value of LA is 11+7.0=18.0 sen.

Hence there appears to be no difference in whether one invests in Pantech or LA.

Posted by slts > 2013-07-26 06:43 | Report Abuse

statistic show that 90% of retailers
lost money even in a bull mkt
it's because of "greed & play on hope"
as long as you profit from the mkt run
you should be thankful regardless how much
you made
like i said "protect your profits"

Posted by Junglestock > 2013-07-26 07:00 | Report Abuse

Please advise if sell now, can still get the dividend ? Thanks

Posted by tallman > 2013-07-26 07:29 | Report Abuse

i like the word greed & play on hope.
at the end lost $$$$.....

Posted by BBB79 > 2013-07-26 07:41 | Report Abuse

all is the expert or master...you never face the situation that, when i bought the share, it will drop and need to hold; after sell out then keep up, really haiz...

Posted by super911 > 2013-07-26 07:46 | Report Abuse

Bbb79, this weekend, go sembayang sikit. Do more charity. And read more about shares trading. I cant deny if we have luck, things can go easier.

Posted by BBB79 > 2013-07-26 07:54 | Report Abuse

super911, now i change my strategic to more focus on the share with give out dividend,at least it drop still can get dividend,no like other wait for nothing, hahaha...

Posted by super911 > 2013-07-26 08:06 | Report Abuse

Good, you are definitely on the right track. Besides that, 2 more things you might want to take note also:

1. Is the dividend being paid out consistently?
2. Is the dividend yield attractive? You see reits, those that bought during the hoohah period now all stuccked.