TEK SENG HOLDINGS BHD

KLSE (MYR): TEKSENG (7200)

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Last Price

0.27

Today's Change

-0.005 (1.82%)

Day's Change

0.27 - 0.27

Trading Volume

41,000


14 people like this.

12,796 comment(s). Last comment by yujue2019 2024-07-30 00:34

dragon1

102 posts

Posted by dragon1 > 2016-09-02 10:03 | Report Abuse

Glad that someone is seeing what I see. Thanks mate, sincerely.

The down definitely not done by retailers. Retailers will not able to make such as mess. I personally believe fund managers are rushing and fighting with each other to get out of the game.

Overwhelming demand, Yes. Was in the past and environment change since 3 months ago.
Data has supported this fact.

Posted by sunshinesolar > 2016-09-02 10:07 | Report Abuse

skyrider regrets to sell cheap and tries to talk bad abt TS. Let us ask him why does he bother to still be here if not interested? That is obvious he wants to buy back cheaperbut panic already so buying now today. Learn from yr mistakes, never sell good shares but accumulate more at any lower prices.

optimus9199

2,794 posts

Posted by optimus9199 > 2016-09-02 10:09 | Report Abuse

TS is not just abt selling solar cells and panels, it has the manufacturing of plastics too.

dragon1

102 posts

Posted by dragon1 > 2016-09-02 10:09 | Report Abuse

I think skyrider is trying to share the information gathered with retailers and retailers only.

Superb99

6,603 posts

Posted by Superb99 > 2016-09-02 10:13 | Report Abuse

luckily average down, believe yourself, don't listen to rumors, from now till next quarter, still got few months la, enjoy the ride first

Superb99

6,603 posts

Posted by Superb99 > 2016-09-02 10:15 | Report Abuse

hopefully can break 1.25 today

optimus9199

2,794 posts

Posted by optimus9199 > 2016-09-02 10:22 | Report Abuse

the CEO is convincing..i like

Superb99

6,603 posts

Posted by Superb99 > 2016-09-02 10:28 | Report Abuse

huge block at 1.23, wtf

MuttonCurry

1,192 posts

Posted by MuttonCurry > 2016-09-02 10:48 | Report Abuse

slow n steady ... no worries

Posted by BRITISHEMPIRE > 2016-09-02 10:52 | Report Abuse

BUY BUY BUY As I have said before fundermentals excellent can not fail long term

Posted by Izam_mahathir > 2016-09-02 11:40 | Report Abuse

Why compairing solar tech market and ts market?if they sell their product for same customer thats call suicide

Tai KT

1,419 posts

Posted by Tai KT > 2016-09-02 12:02 | Report Abuse

Demand of renewable energy like solar is growing. This cause everyone jump into this business. Short term they are over supply. Now everyone started to reduce production, some even close down completely. For me, it is not a bad news at all. The incompatitive player will be flush out, until the supply and demand is balance again. Sooner the price will also recover. Take how long, maybe 1 month or few months. As long as TS stay in business, the production engine will run full speed again. I am neutral if you have different view point.

Posted by Hui Xin Sim > 2016-09-02 12:05 | Report Abuse

actually just one question i keep ask myself... if solartech is aiming to sell TS solar product to taiwan then china which profit margin is lower... then solartech can invest in it own factory in taiwan rather than invest in malaysia... they set up in malaysia for 2 reason that i know of... one better margin due to less price war in SEA... second can export to EU/USA easier due to no anti dumping policy apply...

Posted by BRITISHEMPIRE > 2016-09-02 12:07 | Report Abuse

If you know anything about solar markets tou would know that solar tech is a completely different market ! I have no idea why you compare these other companies they are in different countries and have none of the advantages that Tek Seng have ie currency week therefore cheap to buy from overseas , Green incentives from MIDA Malaysian government which allows for refund of expansion costs that they are just completing and then tax incentives on there sales if that is not enough then they have access to the purest silicone supplies in the world which are in Sarawak so are paid for in local currency ! NO IMPORT CURRENCY COSTS !

AGAIN LIKE I SAID DO YOUR RESEARCH AND LOOK AT FUNDERMENTALS INSTEAD OF COMPLAINING.

erkongseng

3,192 posts

Posted by erkongseng > 2016-09-02 13:14 | Report Abuse

路谣知马力,tekseng绝对是一匹黑马,安心进入与守住吧,我一張都沒出,哈哈。

VenFx

14,784 posts

Posted by VenFx > 2016-09-02 13:15 | Report Abuse

Agree, next Pmetal on making.

Tai KT

1,419 posts

Posted by Tai KT > 2016-09-02 13:29 | Report Abuse

when people scare, you should greedy. when people greedy, you should scare.

erkongseng

3,192 posts

Posted by erkongseng > 2016-09-02 14:09 | Report Abuse

以前的pwroot,gkent,gadang,padini,等都是例子。

Posted by BRITISHEMPIRE > 2016-09-02 14:23 | Report Abuse

In response to the chinese article above addressing a slow down in Taiwan markets and Chinese market.

It is obvious that you are not aware that these two countries and any Solar companies located in these countries are banned from selling into the North American countries and therefore rely on domestic and European markets only for which they have additional taxes in the European market as there is no free trade aggreement. Tek Seng has no such limitations and is free to trade with all countries including China and Taiwan. Again I do not know why you are comparing Tek Seng with Taiwan and China as they are not Equal !!!!!!!

Posted by Mohd Fahmi Bin Jaes > 2016-09-02 14:28 | Report Abuse

Posted by titus > Sep 2, 2016 09:29 AM | Report Abuse

sold tek seng. Monthly solar sales really going down.
http://en.solartech-energy.com/invest/report-mon.aspx

after sold, fly

Posted by BRITISHEMPIRE > 2016-09-02 14:29 | Report Abuse

In addition to the above it should be noted that as Great Britain made the wonderful decision to Brixet it will allow Tek Seng to sell to Britain with no European Taxes ! Another advantage for Tek Seng as Malaysia already has a trade agreement with Britain but was subject to tax tarrifs due to Britain being part of the useless EU !

I should know I am British and negotiate the trade agreements.

nicky11

654 posts

Posted by nicky11 > 2016-09-02 14:30 | Report Abuse

Luckily can get the price bounced back. It is a good news.

Posted by BRITISHEMPIRE > 2016-09-02 14:43 | Report Abuse

And now I see Mohd Fahmi Bin Jaes posts SOLAR TECH ENERGY results BUT NOT TEK SENG results they are a different company located in another country ! That is like comparing Ryani Air results with Air Asia and then selling Air Asia because of the bad results with the other airline ! Just as well you sold your shares as you have no idea what you are doing.

optimus9199

2,794 posts

Posted by optimus9199 > 2016-09-02 15:00 | Report Abuse

Alot of buyers returned in the afternoon for TS..

erkongseng

3,192 posts

Posted by erkongseng > 2016-09-02 15:08 | Report Abuse

德成半年净利己达31m为2015年全年多,2016年全年净利肯定超过2015年的二倍多,股价一定爆发的,如2016年eps=15至17sen,pe=10,stock price=rm1.50-1.70

Posted by Izam_mahathir > 2016-09-02 15:33 | Report Abuse

Will hit 1.25 today.dont miss the boat

Tai KT

1,419 posts

Posted by Tai KT > 2016-09-02 16:49 | Report Abuse

well said British, erkongseng. PE 10 is too conservative.

Patrick13

1,971 posts

Posted by Patrick13 > 2016-09-02 17:12 | Report Abuse

I always believe this share sure will fly high high. No much bother by the current market price now :)

MuttonCurry

1,192 posts

Posted by MuttonCurry > 2016-09-02 17:17 | Report Abuse

decent show ... congrats all. Hv nice weekend

hornbill

822 posts

Posted by hornbill > 2016-09-02 17:36 | Report Abuse

solartech-energy own the remaining.

Posted by BRITISHEMPIRE > 2016-09-02 20:07 | Report Abuse

No two seperate companies Solartech BHD is a subsidery of Tech Seng, independant of both Tech Seng and Taiwan therefore only based on Malaysian company performance. Best way to give an example is Air Asia India and Air Asia Malaysia independent companies if one fails the other is unaffected. This is business how it has been done for hundreds of years.

Posted by BRITISHEMPIRE > 2016-09-02 20:10 | Report Abuse

Everyone is mis undertanding Solar tech Taiwan is a different market and is paying corporate tax to the Taiwan government nothing to do with Malaysia on top of that Malaysia can sell panels to the USA and Taiwan can not ! That is one of the key reasons Taiwan company sales have slowed they have restricted market.

Posted by BRITISHEMPIRE > 2016-09-02 20:14 | Report Abuse

I used to work for Virgin group this was also standard practice say Virgin Airlines went bankrupt it would not affect Virgin Media or the other 100 or so companies in Virgin group as they are independent seperate accounts etc etc

陈炎

390 posts

Posted by 陈炎 > 2016-09-02 20:22 | Report Abuse

British so ts still can hold or not prospect good?

Posted by BRITISHEMPIRE > 2016-09-02 20:41 | Report Abuse

Prospects are excellent due to the future increased demand from the new Paris Climate accord 200 countries have to spend 100 billion us dollars a year buying Solar panels and wind turbines HOW CAN THEY FAIL TO MAKE MONEY ?

陈炎

390 posts

Posted by 陈炎 > 2016-09-02 20:46 | Report Abuse

OK tq

optimus9199

2,794 posts

Posted by optimus9199 > 2016-09-02 20:57 | Report Abuse

agreed

Posted by Izam_mahathir > 2016-09-02 21:08 | Report Abuse

200 countries.woww..almost the whole world

Posted by BeRealistic > 2016-09-02 21:16 | Report Abuse

us labour data just released. sept almost impossible for rate hike. bull resume

Posted by Kelvinrichard Tai Tzyy Jiun > 2016-09-02 22:16 | Report Abuse

I think ppl still confuse about the structure here.... Ok ts solar is a subsidiary own by both 1)Taiwan solar tech 2) tekseng..... By study both Tekseng report and solar tech report I found, ts solar financial report is included in tekseng with PVC and all in quarter report...but TS solar earning is NOT included in the monthly profit of solar tech....it only show in other segment in ANNUAL report under other subsidiary.... Which solar tech have other subsidiary.... But TS solar seems to be among the good one...... In simple word, ts solar is share by tekseng and solar tech..... Tekseng is small diversify company(solar and pvc etc)who own a solar factory TS solar with solar tech and TS solar performance affect tekseng greatly because tekseng is smaller.... Solar tech is a huge solar company who produce solar product mainly in Taiwan sell to China who also invest in TS solar.... But TS solar is small in comparison with solar tech.... So the earning contribution of TS solar is small to solar tech because it have own big solar company in Taiwan and other smaller solar factory..... Conclusion is.. I think performance of solar tech really does not indicate the performance of TS solar( the mainland and other subsidiary perform badly but TS solar good).....but TS solar performance really affect tekseng greatly..... Pls read the Udn link very carefully, apart from mentioning that TS solar is delay in expansion, they also keep mention TS solar is perform at full power at that moment.... And TS solar have better margin.... Finally I suggest you all can study into solar tech annual report in Chinese if you want... Then you will realize TS solar just a small part of solar tech....

陈炎

390 posts

Posted by 陈炎 > 2016-09-03 19:21 | Report Abuse

Kelvin so finally ts value to invest or not my English so poor can't understand what u comments. Thank

Tai KT

1,419 posts

Posted by Tai KT > 2016-09-03 19:46 | Report Abuse

As far I know from the explanation from Kelvin and the comment from British; TS fundamental is remain same as now, only growing speed might slower. Estimate of eps 17 to 19 are unchange for this year.

SP0094701

654 posts

Posted by SP0094701 > 2016-09-03 22:57 | Report Abuse

oversold liaothe warrent convert already stop ...is time to catch up...since after Q 2 week straight drop ..... is the time to climp up ......:>

Posted by Hui Xin Sim > 2016-09-04 08:54 | Report Abuse

world is really moving forward to solar energy and other renewable energy.... solar industry is facing downturn as every other industry... it is always cyclical..now they facing downward pressure is mainly due to over production to chase china subsidy policy before 30 june... and malaysia we have few advantages for being a SEA country, higher profit margin, easy asses to local market and not bound to US anti dumping policy... by looking at the bigger picture i believe Tekseng have a bright future...

Tai KT

1,419 posts

Posted by Tai KT > 2016-09-04 09:00 | Report Abuse

good sharing, hui.

陈炎

390 posts

Posted by 陈炎 > 2016-09-04 11:16 | Report Abuse

good sharing, hui.

陈炎

390 posts

Posted by 陈炎 > 2016-09-04 11:16 | Report Abuse

Thank

Posted by Hui Xin Sim > 2016-09-04 12:40 | Report Abuse

陈炎兄, TEKSENG 值不值现在投资真是一个不容易回答的问题, 许多人对太阳能的前景持乐观态度,只是目前太阳能板供应过剩造成许多投资者纷纷套利持观望态度,个人认为Q3 表现应该不会太亮眼, 但应该也比台湾大陆同行好些,因为它还有其他的部门,而大马的太阳能板也不那么受到台湾大陆的价格浮动影响。 Q4 等待大陆欧美订单纷纷拉货后太阳能板相信能复苏。我个人持有tekseng, 我会等到Q4 才会决定如何定夺。


from kelvin, i am using my wife account... lazy to change to my own one.. and i3 always have problem posting my comments...

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