TEK SENG HOLDINGS BHD

KLSE (MYR): TEKSENG (7200)

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0.27

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14 people like this.

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

noobnnew

973 posts

Posted by noobnnew > 2016-01-07 16:43 | Report Abuse

Any website for me to monitor solar price? I thought Ah Seng only manufacture PV. Related with solar price also?

JNG9678

157 posts

Posted by JNG9678 > 2016-01-07 16:44 | Report Abuse

Noobnnew when you said a lot ah seng half lorry , do you mean 500K or 5M shares of ah seng?

JNG9678

157 posts

Posted by JNG9678 > 2016-01-07 16:47 | Report Abuse

Chickmonk what you shared it absolutely right! In finance the term is hedging!!

noobnnew

973 posts

Posted by noobnnew > 2016-01-07 16:49 | Report Abuse

My half lorry is small lorry only. 500k, if bot 5M I need use container d.

noobnnew

973 posts

Posted by noobnnew > 2016-01-07 16:50 | Report Abuse

JNG, u owned 5M?

noobnnew

973 posts

Posted by noobnnew > 2016-01-07 17:24 | Report Abuse

Ah seng son rise a lot leh..when will be the turn for ah seng

JNG9678

157 posts

Posted by JNG9678 > 2016-01-07 19:01 | Report Abuse

Noob, only 2 lorries niah

newboy

745 posts

Posted by newboy > 2016-01-07 19:04 | Report Abuse

yeah..Great performance today for Ah Seng Son... :)

Posted by Sean Lui > 2016-01-07 22:26 | Report Abuse

Hope tomorrow ah seng son will increase more and more...

mh87

3,966 posts

Posted by mh87 > 2016-01-08 02:58 | Report Abuse

Even yesterday China market was shut down but still can close in green at th end of trading session. Sure something good is waiting ahead..

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 08:33 | Report Abuse

JNG, u gt 2 lorries mean 10m?

chickmonk

991 posts

Posted by chickmonk > 2016-01-08 09:08 | Report Abuse

《產業分析》黑天鵝風暴,太陽能點燃黑夜明燈
2016/01/08 08:48 時報資訊

【時報記者任珮云台北報導】2016年初始,全球金融市場動盪,如何尋找中長期題材的投資,成了黑天鵝風暴下的重要課題!美系券商奧本海默證券(Oppenheimer )建議,從政府的政策尋找亮點,在全球緩經濟成長和乾淨能源的倡導下,太陽能產業無疑是黑夜中的明燈,奧本海默證券認為,今年的太陽能產業股價表現可望優於大盤。

據奧本海默證券指出,全球的太陽能發電正持續成長,2015年的需求已經超過了51.3GW,而今年估將突破60.9GW。主要的安裝量將是日本和印度。展望2017-2018年,還是安裝的高成長,包括美國、新與市場和印度等。

在生產和銷售方面,奧本海默證券指出,近期的太陽能模組價格表現持穩,預估今年在需求強勁以及平均成本下降下,模組價格可望更親民,而生產成本也有機會再朝更經濟規模發展。

目前市場大都聚焦在太陽能的發電設備,但電力儲存較少被提及,奧本海默證券認為,電力儲存顯然是一個重點議題。在全球愈來愈多地區採用太陽能發電的趨勢下,電力儲存絕對會愈發顯得舉足輕重。太陽能電力儲存的承包工程自2014年開始萌芽,近期才慢慢趨於成熟,預估今年至明年會進一步的標準化。

以台灣的太陽能業者而言,去年的營收是倒吃甘蔗,也印證市場的需求正在加溫。近一周的太陽能產品報價,矽晶圓部分,多晶矽晶圓大幅漲價,一般高效多晶矽晶圓成交價格大多落在US$0.88~0.90/pc之間。中國多晶矽晶圓報價亦漲幅明顯,雖一線垂直整合大廠仍能享受較優惠的長約價格,但洽談現貨價格的客戶已出現RMB 6.6-6.8/pc的報價,一月漲幅驚人。

電池片部分,受限於先前電池片漲幅已高,電池片廠商一月報價僅小幅上升,且不少廠商認為二月適逢農曆年期間,從過往經驗看來需求都會較淡,故價格已接近頂點,再漲下游模組廠已難以接受。台灣電池片價格約落在US$0.34~0.345/watt,未能完全反映一月多晶矽晶圓之漲幅,然而本周導電漿料廠銀粉原料提供商DOWA發生事故,目前已全面停工,漿料廠、電池廠仍在積極評估替代品之可行性,預估若DOWA仍需時日才能復工,部分電池廠出貨量將受影響。

模組受惠於中國本土電站需求續旺,近期廠商報價仍有上升,但實際成交價格維持在US$0.52/watt左右。預期中國多晶模組價格在農曆年前仍將呈現較為持平的態勢。

至於個別公司方面,昱晶 (3514) 去年12月營收月增18. 2%、達16.39億元,創下近一年半新高;累計去年第4季營收44.21億元 ,比前1季成長2.8%,比前年同期增加10.4%;新日光 (3576) 受惠於旺季效應,加上模組出貨量大增,去年12月營收以26.4億元,創全年度新高和歷史次高,月增率更高達34.6%;國碩 (2406) 在矽晶圓受惠報價提升、多晶矽原料下滑的挹注,去年12月營收衝上20.3億元,月增率3.9%,也是連續第8個月締造歷史新高。太極 (4934) 去年12月除了出貨暢旺外,更有出售太陽能電廠貢獻,營收爆衝至11.59億元、月增率高達52.8%,並創單月歷史新高。而昇陽科 (3561) 去年12月營收月增率也達13.1%,也寫下2011年5月來單月新高。綠能 (3519) 去年12月營收15.31億元,月增9.4%,年增率16.18%,全年度營收155億,年增率1.45%。碩禾 (3691) 在銀價重挫之際仍繳出亮麗成績,去年12月營收17.23億元,月增率為4.9%,連續第9個月改寫歷史新高,年增率高達62.7%,去年第4季營收49.74億元,比第3季的45.08億元成長10.3%;累計去年全年營收158.48億元,比起前年的97.34億元,大幅成長62.8%。

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 09:10 | Report Abuse

Good good...more good news for Ah Seng. Hope it break 1.1 today

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 09:33 | Report Abuse

Ah Seng go go go!!!

JNG9678

157 posts

Posted by JNG9678 > 2016-01-08 09:36 | Report Abuse

Today Oldman Ah Seng crazy and short , Cialis n Viagra eat together, can't control further except all the way up up up !

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 09:42 | Report Abuse

Show them your power Ah Seng!!

newboy

745 posts

Posted by newboy > 2016-01-08 09:43 | Report Abuse

ah seng broke 1.1 mark...currenty it is at 1.15 ;)

Posted by Zamry Yahaya > 2016-01-08 09:47 | Report Abuse

Ah seng kena steroid... Go.. go ah seng...

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 10:29 | Report Abuse

Lets hope Ah Seng stand firm and closed 115 today,

newboy

745 posts

Posted by newboy > 2016-01-08 11:01 | Report Abuse

If Ah Seng spin off his solar business, walalalala.....
http://www.thestar.com.my/business/business-news/2015/11/30/tek-seng-diversification-into-solar-panel-making-a-success/

Good for all of us. Once the new factory is up, once more solar production lines are running, once sales hit record after record, then, you know the story after it...

Dont forget, Ah Seng also selling to our national grid and Tenaga is buying from him.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1194565

Solar business got supported from the recent international paris climate agreement.
http://www.greentechmedia.com/articles/read/how-the-paris-climate-agreement-could-impact-the-solar-market

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 11:09 | Report Abuse

Tek Seng’s net profit is expected to swell to RM41mil in 2016, with the solar panel division accounting for 65% of profits, while the PVC division maintains its annual profit of RM14mil-15mil.

Next year’s dividend yield could reach 5% based on the company’s minimum 30% payout ratio, assuming some dilution (an additional 30% of warrants is to be converted), said Vincent Khoo, head of research, UOBKayhian.

Tek Seng plans to list its solar division post-2016, implying that shareholders would be rewarded with shares as dividend in specie, said Khoo. It is estimated to achieve an 81% compound annual growth rate in net profit from 2014-17, thanks to the turnaround in the solar division.

Invest in Ah Seng = Invest in future.

If any of these come true. Ah Seng will easily worth 2 and above

JNG9678

157 posts

Posted by JNG9678 > 2016-01-08 11:34 | Report Abuse

JNG TP
wave 3, 1.5
wave 4, 2.5
wave 5, 3.5 that is exit 2017

Let see the future beyond 2017

chickmonk

991 posts

Posted by chickmonk > 2016-01-08 11:41 | Report Abuse

wow!! JNG9687 good TP!!

JNG9678

157 posts

Posted by JNG9678 > 2016-01-08 11:45 | Report Abuse

Chickmonk your real time info and data sharing on Global solar development is an enabler to this forum! Keep it up!!! Good jobs!!

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 11:46 | Report Abuse

JNG and Chickmonk is the top contributor and long timer in Ah Seng forum. Keep it up. We need more information from u guys

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 15:40 | Report Abuse

I am so happy that Ah Seng break 115. Just let it sustain till end of day.

newboy

745 posts

Posted by newboy > 2016-01-08 16:27 | Report Abuse

yeah..me too. very good performance. I am so excited and happy and it got me to average up my holdings today. lol....will go long and longer with Ah Seng in his journey in year 2016.

larryleow

70 posts

Posted by larryleow > 2016-01-08 16:29 | Report Abuse

......better go buy BHS & BHS-wa for short term............ BHS - Harvest Reborn
.............BHS Industries - Tapping into biomass wastes

mh87

3,966 posts

Posted by mh87 > 2016-01-08 16:38 | Report Abuse

Another all time high.. This year will hit more than rm2..

noobnnew

973 posts

Posted by noobnnew > 2016-01-08 16:51 | Report Abuse

Ah Seng eat viagra today!!!! Totally on fire d.... JNG tonight can go buy BMW

mh87

3,966 posts

Posted by mh87 > 2016-01-08 16:54 | Report Abuse

Not only BMW, Lambo also no problem for him.. Haha..

newboy

745 posts

Posted by newboy > 2016-01-08 16:57 | Report Abuse

After loading up Ah Seng, i play small small by loading up his son too. Son has small discount now. ;)

chickmonk

991 posts

Posted by chickmonk > 2016-01-08 17:28 | Report Abuse

Today ah Seng closed at record high! TP1.50 coming soon, RM2.00 on the way.

newboy

745 posts

Posted by newboy > 2016-01-08 17:38 | Report Abuse

Congrats to all big big Ah Seng Kaki and also small small timers like me and to all Ah Seng believer. Lets look forward for TP1.50 very very soon.

Posted by Mohd Fahmi Bin Jaes > 2016-01-08 17:42 | Report Abuse

Very good stock

chickmonk

991 posts

Posted by chickmonk > 2016-01-08 18:38 | Report Abuse

Possible ah Seng list TS Solar in bursa? If yes, then HUAT lor! Remember treat me good food! Haha!

zx08

256 posts

Posted by zx08 > 2016-01-08 22:35 | Report Abuse

Guys.. Buy now before too late.. Rm2 reachable..

Posted by Mohd Fahmi Bin Jaes > 2016-01-08 22:41 | Report Abuse

Sure. Quarter in febuary. At 2nd febuary mighy be 1.60

Posted by Mohd Fahmi Bin Jaes > 2016-01-08 23:52 | Report Abuse

A Single Tier Interim Dividend of 0.5 sen per ordinary share of RM0.25 each
for the financial year ending 31 December 2015

Ex-Date 13 Jan 2016

chickmonk

991 posts

Posted by chickmonk > 2016-01-09 16:55 | Report Abuse

《德成控股》总裁骆国明 长辈谏言●经商宝典
有故事的人
12/12/201510:55

请骆国明总裁和员工合照,他低调地“躲”在员工群里面,可见他是没有架子的领导人,成功凝聚公司的向心力。

作为上市公司的总裁,骆国明日理万机,他的办公室仍维持简朴风格,就像他踏实不浮华的个性一般。

《德成》子公司《TS Solartech》位在淡汶,主力生产太阳能电池与太阳能板。

当年迁入武吉敏惹工业区工厂的第一台机械,助《德成》一步一脚印迈向上市之途。

请骆国明总裁和员工合照,他低调地“躲”在员工群里面,可见他是没有架子的领导人,成功凝聚公司的向心力。

作为上市公司的总裁,骆国明日理万机,他的办公室仍维持简朴风格,就像他踏实不浮华的个性一般。
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报道:彭可晶
摄影:钟天顺
“父亲留给我最好的遗产,就是一群好朋友。”《德成控股》总裁骆国明,在20出头的年纪就一肩扛下骤逝父亲留下来的贸易公司,凭借父亲的好人缘,与自身诚信与事事拚搏的精神,及拥有与弟弟骆国清的良好关系和信任,在商场上无往不利,15年内小公司扩展成大马最大的PVC塑胶产品生产厂,再一跃为上市公司,2011年更大举进军太阳能电池领域。
无人知晓人生的剧本下一刻怎么写。10余岁就随着父亲经商的骆国明,在父亲巨大温暖的羽翼下,过着幸福小日子。那年23岁的生日还没过,父亲突然倒下,没有多余时间伤春悲秋,他强迫自己一夜长大,一手与弟弟接下父亲留下了的入口塑料贸易公司《德成有限公司》。
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诚恳经商|累积信用
行事低调无架子的《德成控股》总裁骆国明笑言:“父亲在世时,我只负责业务范围,周末公事包一抛,就可快乐享受人生。”父亲离开后,他全然明了担子都在自己身上了,他平日开着车子全国各地跑业务,周末回到公司,继续埋头管理工作,周日员工休假,他便到货仓“代班”。
他用一年时间和时间赛跑,每天工作时间至少16个小时,每天一睁开眼睛就是工作。“父亲留下客户群给我,可是银行和供应商方面,我还需要再建立起自己的信誉。”用诚恳的经商理念累积了信用,不到一年他就能独当一面运筹帷幄。
1997年,三十而立的骆国明下了一个重大决定。他们原本从事入口贸易,但时局转变,东协自由贸易区《共同有效优惠关税计划》实施,贸易空间停滞不前,他决定转型成为制造商,在武吉丁雅设厂,自行制造聚氯乙烯(PVC(Polyvinyl chloride))相关产品和PP无纺布制品。
倾尽身家|必须成功
“由父亲的台湾好友协力,我自台湾进口机械,并请来台湾专才来马传授制造技术。因应市场需求,当时我们生产A级与B级产品,B级产品不浪费不丢弃而是以更平实价格出售。”在他开疆辟土下,2000年,《德成》扩大生产线,迁移至武吉敏惹工业区。
“当时附近一片荒芜,我们先盖屋顶而已,就把机械搬来,因为电源没接通,先用发电机运转机械,每每我从外地出差回来,就马上赶到新厂工作直至夜深。”
偌大的厂地里,只有他和守卫的身影,他忘却时间,忘却安危,只想赶快把厂安顿好。“我倾尽全副身家,所以一定要成功。”
《德成》主力在生产PVC地板,还有PVC泡沫垫层、胶布、PVC桌布、汽车脚垫、PP无纺布、人造胶皮革、PVC篷布,2001年他们进军印尼市场,客户是印尼数一数二的塑料进口商。“我们没有签合约,讲的就是信用。”
薄利多销|度过风暴
隔年《德成》的产品外销亚洲、中东与非洲国家,2000年至2008年,每年营收都维持在双位数成长。2004年《德成控股》在吉隆坡股票交易所次板上市,2006年《德成控股》跃上吉隆坡股票交易所主板。
骆国明坦言,从父亲手中接下担子后,他不骄不矜只想把公司稳住,当时并没有计划上市,后来有商场上的朋友提点我说,其实以当时的规模,公司绝对有上市的资格,《德成》尔后才筹备上市事宜。
叱吒商场多年,骆国明经历过1987年股灾、1997年亚洲金融风暴、2007年至2008年环球金融危机,他在经验中学习如何在风暴中沉稳前进,顺利度过多次险境。“风暴来袭,我选择薄利多销的经营手法,安然度过风暴的冲击。”
他坦言非常相信“听取老人言”的道理,在父亲过世后,他仍与长辈们保持良好关系,长辈的谏言,都是在他经商路上的宝典。“当时候父亲倒下时,很多人不看好我,说我们家生意在一年内一定瓦解。”
咬牙撑过风雨后,自言是保守派冒险家的他,用不凡的毅力,短短十数年即跃为国内顶尖企业人物。
员工有自主权
“我常常和员工说,我们是同一艘船的人,我在前面,你们在后面,我有收益,员工就有收益,我们要一起成长。现在时代不一样了,从前的企业管理员工是用威权,现在则是要和员工打成一片。我也常说,疑人不用,用人不疑,用人就要放手让他们去做。”
他指出,要让员工有自主权,员工有错,主管要指导,而不是用责骂的方式。“我也不是十全十美的人,在公司内,我采纳开放的方式,接纳各方意见,我有错,下属可以反驳我,我才能有进步空间,如果每个人都唯唯诺诺,那我永远都不会发现自己的失误或不足。”
“我常常告诉工作伙伴们,我喜欢有主见的同仁,如此才能让公司的步伐更为稳健,若事事都不敢提意见,最终公司内部将沦为一言堂,前进的步伐也会越来越缓慢。”
太阳能工业大有可为
以塑料制造业起家的《德成控股》,目前重心将转移到太阳能业务。2011年,国家推动绿源工业,《德成控股》在机缘巧合下进军太阳能工业,在2012年开始生产太阳能电池与太阳能板。去年年底,《德成控股》与台湾上市公司升阳科技(Solartech Energy)合资子公司《TS Solartech》,《德成控股》持股68.09%。
在与台资合作后,原本遇到瓶颈的业务在技术有所提升后,今年8月反亏为盈,4条产线运行,把2015年前7个月的亏损都赚回来。“坦白说,太阳能工业一片看好,我们将会重心发展此领域。”
“台资会在我国投资太阳能产业,是因为美国商务部新双反终判出炉,虽然台电池厂的反倾销税降到19.5%,
但此税率对台厂而言也难有获利的空间,台湾相关行业都意识到,他们要出产至美国市场,只有透过第三地的生产才能继续运转,这样的趋势,对大马太阳能行业非常有利。”

Posted by Mohd Fahmi Bin Jaes > 2016-01-09 16:57 | Report Abuse

in english please

chickmonk

991 posts

Posted by chickmonk > 2016-01-09 17:50 | Report Abuse

Google translate plz

JNG9678

157 posts

Posted by JNG9678 > 2016-01-10 00:46 | Report Abuse

In summary, Ah Seng forward looking is very dynamic and explosive explosive growth. With the incorporation of PERC technology Ah Seng is even more powerful in efficiency conversion.

Yesterday I got nothing to do, so morning walk to uncle Ah Seng house and "hello to him", uncle Ah Seng very happy, told me next week he will eats American Ginseng and Malaysia Tangkat Ali two in one till end Jan'16, to validate if it is stronger or milder than cialis.

Let see if uncle Ah Seng bs me or not ! If you interest to see him here let me know yeah!

Posted by Sean Lui > 2016-01-10 11:36 | Report Abuse

Dun know tomorrow ah seng will keep up or not..

Posted by Mohd Fahmi Bin Jaes > 2016-01-10 11:42 | Report Abuse

Wait monday

zx08

256 posts

Posted by zx08 > 2016-01-10 12:14 | Report Abuse

JNG , why u sound so hilarious ? haha.. congrats all tekseng hugger.. lets ride to 2

noobnnew

973 posts

Posted by noobnnew > 2016-01-11 08:28 | Report Abuse

Lets hope that Ah Seng is not just one day show. I rather Ah Seng to move up slow and steady rather than one day show.

Posted by Mohd Fahmi Bin Jaes > 2016-01-11 09:54 | Report Abuse

1.19

Posted by Mohd Fahmi Bin Jaes > 2016-01-11 10:00 | Report Abuse

1.22

chickmonk

991 posts

Posted by chickmonk > 2016-01-11 10:02 | Report Abuse

Tongkat ali too strong!

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