Posted by jeff7777 > 2016-02-17 09:16 | Report Abuse

Still can buy?

Posted by JNG9678 > 2016-02-17 09:41 | Report Abuse

Based on today price 1.20 and uncles JNG's >36 years techno-industrial know how and analysis

2016 rolling PE less than 6
2017 rolling PE less than 4

We think deeper , Ah Seng can buy or not ?
If we are long term investors, plus TS MD Mr. Loh KB set RM200M Capex
capacity investment for total 10 lines expansion 2016!

We buy, invest keep for 2 to 5 years!
Ah Seng changes your life and living standard!

Happy keep collecting

Posted by chickmonk > 2016-02-17 09:47 | Report Abuse

Thumbs up!

Posted by papaya > 2016-02-17 10:36 | Report Abuse

ah seng must be very tired today....hehe

Posted by 914601117 > 2016-02-17 11:02 | Report Abuse

Personally, i don't believe solar business is so much profitable because of worldwide overcapacity and margin has been declining for past few years.

TEKSENG is making record profit? Hmm..... only magic if you guys understand the solar business, unless this business is protected business in Malaysia like Proton.

Posted by Smart Investor > 2016-02-17 11:54 | Report Abuse

Ah Seng expanding due to demand! Buy when still cheap!

Posted by Mohd Fahmi Bin Jaes > 2016-02-17 12:09 | Report Abuse

sell time.
1.16

Posted by papaya > 2016-02-17 12:11 | Report Abuse

gone.....

Posted by Sebastian Sted Power > 2016-02-17 12:12 | Report Abuse

Fahmi, apa apa pun sell

Apa boleh beli?

Posted by papaya > 2016-02-17 12:13 | Report Abuse

sbb tu dia kaya.....sell only....hehe

Posted by papaya > 2016-02-17 12:16 | Report Abuse

seems like someone transferring wa .....erhmms

Posted by noobnnew > 2016-02-17 12:20 | Report Abuse

third round collection mode ON!!Will buy whatever below 1.15

Posted by paperplane2016 > 2016-02-17 12:40 | Report Abuse

NTA berapa?? 0.66! Buy near tht priec

Posted by HCHEN > 2016-02-17 14:03 | Report Abuse

Sell on result. buy on Rumours

Posted by Timie > 2016-02-17 16:40 | Report Abuse

Energy producer now can switch from solar to oil. Oil is very cheap, why need solar power..

Posted by Smart Investor > 2016-02-17 17:06 | Report Abuse

Time to reload.

Posted by moneySIFU > 2016-02-17 17:27 | Report Abuse

Wow, this one also fast up & down stock, scary

Posted by zx08 > 2016-02-17 17:30 | Report Abuse

Ppl selling to get Private placement.. Just reload since it is cheap now

Posted by Smart Investor > 2016-02-17 18:20 | Report Abuse

Zx08, pls elaborate on the private placement.Tq.

Posted by Mohd Fahmi Bin Jaes > 2016-02-17 18:27 | Report Abuse

wait it more cheap

Posted by Ting Ley Yiew > 2016-02-17 18:59 | Report Abuse

When the private placement ''stop'?

Posted by Ting Ley Yiew > 2016-02-18 09:00 | Report Abuse

Solar Panels Heats Up Teck Seng's Financials
Our Reporter few seconds ago
Kuala Lumpur : If there is one stock worth watching it must be Teck Seng Holdings Bhd.

Teck Seng which is involved in the the PVC and solar panel business had reported this week, a set of earnings that is nothing short of IMPRESSIVE.

For the final quarter ended Dec 31 2015, Teck Seng's pre tax profit shot up to RM16.435 million versus a loss of RM416,000 in the same quarter a year ago.

This helped push the 12 month profit to RM34.67 million against a pre tax profit of RM18.12 million in the same time one year ago.

The last quarter profits shows that Teck Seng has been serious in getting its act together.

With the company aiming to ramp production out put capacity this year by 200 per cent, it will be prudent to sit up and take notice of what is brewing in Teck Seng now when it is still a RM1.12 stock rather than latter.

Posted by Terrence Foo > 2016-02-18 09:14 | Report Abuse

bought at 1.26 ....

Posted by papaya > 2016-02-18 10:37 | Report Abuse

sleeping day....really tired...hehe

Posted by Smart Investor > 2016-02-18 11:17 | Report Abuse

Pls repeat 1.26 queue again.

Posted by Unicorn_park > 2016-02-18 11:44 | Report Abuse

Sure. Just a matter of time.

Posted by JNG9678 > 2016-02-18 11:46 | Report Abuse

After the effective dates ( 5 days averaging price for private placement done ) next week Tuesday,
personally I don't think that we can buy below 1.16 anymore !

It means after pp exercise done, Ah Seng will eagerly take cialis and Viagra again !
The "secret or why portion " you go think about it and find out why !

Posted by JNG9678 > 2016-02-18 11:47 | Report Abuse

I trust Chickmonk can see what I see!

Posted by chickmonk > 2016-02-18 12:09 | Report Abuse

JNG9678. Just wait and see!

Posted by chickmonk > 2016-02-18 12:12 | Report Abuse

昇陽科評估在台、馬兩地擴產；Q1 EPS挑戰1元

人氣:
MoneyDJ新聞 2016-02-18 10:01:51 記者 萬惠雯 報導

昇陽科營運展望

1.工作天數回升 3月營收續向上

2.推動價高、成本不變的Perc產品

3.馬來西亞廠獲利亮眼 認列轉投資獲利豐

4.上半年訂單展望樂觀

5.法人估淨利率已站上2位數 Q1 EPS1元起跳

6.評估台、馬兩地擴產 最快下半年新產能挹注


太陽能電池廠商昇陽科(3561)3月營收回升，但隨著第一季電池價格微增，公司持續推廣價高的Perc產品、以及馬來西亞廠在投產後挹注的轉投資獲利貢獻豐厚，上半年利潤率佳。法人估，以1月份營運表現來看，昇陽科淨利率已站上2位數的水準，第一季每股獲利挑戰1元以上表現。

在市場面部分，昇陽科中國占比重3-4成，日本占比重1-2成，歐洲占比重3成。目前看來，需求是各個市場都有提升，包括大陸、歐洲以及中東和美國市場。

在近期營運上，昇陽科2月份因為工作天數減少，營收約會較1月下滑，但3月在工作天數回升後，訂單目前仍是相當樂觀，基本上生產的出來都可以賣的出去，上半年的訂單展望佳，有機會3月份營收再超越1月份的水準。

而在昇陽科合資的馬來西亞廠的部分，昇陽科持股比例40%，主要市場為美國以及東南亞，售價比台灣價格高近1-2成，成本則沒有比較高，目前移入的三條線都滿載，對昇陽科去年第四季和今年第一季的轉投資獲利認列，幫助很大。

昇陽科也在積極發展Perc，由於Perc電池效率高，每片可增加的瓦特數增加，故售價較一般品高，且成本約與一般品相當，故利潤率高，昇陽科擁有的Perc產能占總產能4成，目標Perc占比重可以再提升，對獲利幫助貢獻大。

昇陽科目前仍未拍板定案今年會擴產，但因需求熱絡，公司已在評估在台、馬兩地擴產，因為目前太陽能訂購機器設備機台的Lead time僅需3-4個月，再加上公司從擴產到投產的學習曲線已大幅縮短，所以若決定擴產，最快下半年就會有新產能挹注。

Posted by JNG9678 > 2016-02-18 12:39 | Report Abuse

Chickmonk you hv done extra miles! Thank you, your routine and uptodate PV info to forumers here truly great benefial!

Momentum keep going!
Happy collecting Ah Seng !

Posted by chickmonk > 2016-02-18 12:48 | Report Abuse

Let's wait and see who is the person who subscribe the PP.

Posted by JNG9678 > 2016-02-18 12:53 | Report Abuse

兄弟啊！
肥田大家要分享，
当然肥水不流外田啰！

好事一定！
一定好事！

Posted by Jonathan Keung > 2016-02-18 17:12 | Report Abuse

most private placement are parcel out to friendly third parties. pricing are based on the average traded prices ( 5-7 trading days ) . after price is fixed the quantum of shares issued out ( not exceeding 10% or 15 % ( whichever authorised limit based on their M & A ). After that wait for announcement. hopefully we get our ang pow. cheers

Posted by tripleiii > 2016-02-18 19:18 | Report Abuse

next week fly fly fly

Posted by chickmonk > 2016-02-19 08:50 | Report Abuse

太阳能储能+互联网强势来袭 发电厂将被“杀死”？

　　OFweek太阳能光伏网讯：电信公司抢电力公司的饭碗，这场实验已经在澳大利亚开始了，未来全球能源行业的变革还有更多新奇的可能性等着我们，而在中国的情况又更加复杂，这种模式显然无法照搬。不过，他国的电力市场革新可以从思路和方法上给中国电力行业提供有益的借鉴。

　　一场新的“能源战争”正在世界各地如火如荼地进行。

　　储能，或者更具体的说，太阳能加储能革命，这个话题现在人人都放在嘴边。

　　太阳能发电已经在市场上出现几十年了，但能源行业仍然坚守着传统阵地——太阳能发电的致命弱点就是间歇性，在大电网为基础的前提下，无法满足夜间用电。

　　而太阳能加上储能，让这一难题似乎在一夜之间解决了。当然，太阳能加储能技术经过了多年的积累，但它对传统的电力供应者造成的冲击是非常剧烈的。现在，太阳能和化石能源、政府和消费者之间的动态关系非常复杂，并且以后更是如此。



　　一个新的苗头是，电信公司现在想要掺一脚——他们有钱，有消费者，还有巨大的市场影响力。

　　澳大利亚电信公司（Telstra）近日宣布计划推出家用太阳能储能解决方案，该公司在澳大利亚有数以百万计的消费者，它将提供整个家庭的互联网+能源解决方案，包括互联网、手机和太阳能，以期能够使澳大利亚的太阳能成本能够更加实惠。

　　Telstra的进入澳大利亚能源市场信号带给行业一个巨大的变化，这可能使全国各地的可再生能源的使用量巨大增长。该公司此项新业务的领导人辛西娅·惠兰说：“Telstra公司正在寻求机会帮助客户监控和管理家庭的方方面面，包括能源。”

　　“在越来越多的设备连接在所谓物联网上之后，能源自然能够加入到我们的‘数字家庭’战略中”，她说。

　　太阳能储能+互联网，电信公司能“杀死”发电厂吗？

　　Telstra公司已确定现有的消费群不久的将来搬迁到太阳能的巨大潜力。可以预见的是，随着太阳能储能的迅速增长，其他大型电信公司也会效仿这一做法，每个人都想分一杯羹。虽然像Telstra和其他的跟随者是电信、互联网行业内的专家，但这并不意味着传统的电力公司就很容易被击败，毕竟电力公司的经验更加丰富。

Page 2 of 2
　　现在的问题是：在能源行业有着悠久的历史，不仅是一种优势，也有可能是劣势。因为现状是很难改变的，传统能源从业者一定有着不愿意改变的“痛点”。Telstra看中的就是这种机会。

　　电力公司（行业）的弱点

　　一切事关消费者关系。这似乎是一个显而易见的重点，但能源公司和消费关系的历史并不是聚焦在“客户服务”上的。公共电力公司与客户之间的传统关系一直是单方面的供应关系，让电力公司对能源价格有很大的控制权。在澳大利亚，能源供应商的口碑非常的负面，根据IPSOS-Mori在英国进行的一项调查，只有22％澳大利亚人对能源行业持正面看法。

　　澳大利亚人和能源供应商的糟糕关系包括天然气供应问题、高电价等。现在这些垄断的电力公司需要培养或者修补他们与客户的关系。随着太阳能革命正在扩大，以及像Telstra这样的客户服务专家竞争对手的进入，电力零售商要开始后悔与客户关系的“权力不对等“关系了。2014年费尔法克斯商业智能调查衡量客户服务的满意度表明，能源电力公司在客户服务方面排名最差。

　　咨询机构埃森哲公司和澳大利亚金融评论已经发布建议能源行业要做出改变。他们建议以消费者关系为中心，是能源公司在充满变数和竞争日益激烈的能源市场上取得成功的关键所在。

　　“能源提供商需要认识到，客户是非理性的，而且很多消费者都偏爱通过新的方式进行交互。能源公司应该更好地利用数字化，个性化和用户为中心的设计，“

　　而这一点电信公司已经做了多年。电信业的本质要求电信运营商的客户服务水平要很高，这让他们在进入太阳能行业时有了消费关系的优势。

　　埃森哲的报告介绍了能源市场正在经历“在开拓未来中重新再造，在未来的繁荣市场中，消费者可以并会选择完全移出电网，在他们的能源选择中更有控制力。”

　　马克·考夫林，普华永道（PwC）的事业负责人也强调客户服务为中心因素将决定行业的成功之一。 “传统的电力供应商模式是电力公司控制着“电“，消费者别无选择，这种模式越来越难以满足客户的需求。“

　　消费者的权力伴随着太阳能存储行业巨大的增长而发生变化，而且毫无疑问，自给自足的能源需求十分高昂。

　　消费保护组织机构“澳大利亚太阳能“引用了一项数据，今年以来已经有很多消费者寻求保护自己避免高电价的解决方案，趋势已经开始，不可避免。

　　显而易见，澳大利亚每一个家庭购买、储存和消费电力的方式将会改变，也包括大型的公共设施和商业市场——这只是一个时间问题。

上一页

Posted by papaya > 2016-02-19 09:49 | Report Abuse

really control the price....but supported not to drop...very smart....are they prepare for big boom next week???....

Posted by chickmonk > 2016-02-19 10:13 | Report Abuse

Is a great time to collect now.

Posted by JeevS > 2016-02-19 10:16 | Report Abuse

boom shakalaka

Posted by Icon8888 > 2016-02-19 10:17 | Report Abuse

Dear chickmonk, thanks for the info. Tek Seng has become one of my favorite threads as I can get a lot of solar info from here. Please continue to post whenever there is new info

Posted by Icon8888 > 2016-02-19 10:22 | Report Abuse

the following is the english version of the Telstra article :-

==============

Telstra takes on energy utilities with home solar and storage plan
By Giles Parkinson on 9 February 2016

Australian telecommunications giant Telstra plans to accelerate the rollout of solar and battery storage technologies, and is looking to offer home energy services to millions of consumers in the first sign it will take on the major energy utilities.

Telstra has established a dedicated project team to be led by Ben Burge, the feisty CEO of Powershop and Meridian Energy Australia, which has made major inroads into the Australian energy oligopoly, and which has been a keen proponent of wireless technology and smart-phone apps.

The arrival of a giant corporation such as Telstra into the home energy market signals massive change in the industry, as new technologies such as solar and battery storage, and the “internet of things” offer new avenues to the consumer market.

Telstra is flagging the possibility of offering home energy services – including solar and battery storage – as part of its bundled services that includes internet and telephone.

“We see energy as relevant to our Connected Home strategy, where more and more machines are connected in what is called the Internet of Things,” Telstra’s head of new business, Cynthia Whelan says in her corporate blog.

“We are looking at the opportunities to help customers monitor and manage many different aspects of the home, including energy.”

Whelan – appointed to her position last October – says the major focus for the new team to be led by Burge will be solar energy and improvements in battery technology, and how this can dovetail with Telstra’s massive network, and its millions of consumers.

“As technology continues to transform the way we all work and live, new developments in solar energy and storage, software and connected home are opening up ways to make energy consumption more dynamic and efficient,” Whelan says.

telstra connected homeAnalysts have predicted for several years now that the traditional energy industry would come under attack from new players such as telcos, and IT giants such as Google.

Mark Coughlin, the head of utilities at PwC, says electricity utilities, are facing their “Kodak moment” as the emergence of rooftop solar, in combination with battery storage and smart software, shift the power from the utility to the customer.

And, he says, telcos such as Telstra are better at consumer service than energy utilities, which will struggle to maintain their right to survive. “This traditional utility model where the company controls the ‘electrons’ and the consumer has little choice is on its last legs – this model is struggling to meet customer needs,” Coughlin says.

Energy utilities have traditionally had poor contact with consumers – as highlighted by the most recent survey, why Australians hate their energy utilities more than most – and there is a view among telcos that younger people would prefer to have one provider for all services – and to connect with them through the smart phone.

In hiring Burge, Telstra have also chosen someone with a deep knowledge of the industry, prepared to use software and social media, and someone who is not intimated by the power of the incumbents. And, as he told RenewEconomy’s Disruption and the Energy Industry conference last year, consumers are ready to shift providers.

“The hatred of power companies, both networks and retailers, is so palpable,” Burge told an audience populated by senior executives from said networks and retailers. “There is a deep satisfaction the customer will get by shifting the power base.”

Burge said it was the desire to save money, and “stick it to the incumbents” – that is driving people to shift to solar, and to consider batteries even before they are economically viable. He accused incumbent energy companies of using hidden fees, confusing tariffs, loyalty penalties and other such strategies to “enslave” the customer.

Telstra is a heavy energy user but has already invested heavily in solar, and battery storage. In fact, it was a pioneer of battery storage technology, using it for its remote telecommunications network.

Many of those battery storage installations are “passive”, meaning that they are just there on standby. But it understood that Telstra is now looking at how those battery installations can be upgraded, either through new battery technology or smart software, to become “active” participants in the grid, where they are connected.

Telstra uses solar and storage on thousands of its rural and regional exchange buildings- mostly off grid – but has recently started to install solar on city-based facilities.

telstra solarIn 2014, it installed a 12kW system at its Greensborough and Oakleigh exchanges in Melbourne, and last month installed 30kW systems at its Deer Park and Lyndhurst exchange buildings in Victoria.

All the solar on these buildings will be consumed on site, red

Posted by papaya > 2016-02-19 10:35 | Report Abuse

agreed with you chickmonk.....seems...moving fwd slowly and people start collecting...

Posted by Jonathan Keung > 2016-02-19 10:41 | Report Abuse

tq ( icon 8888) for the telstra tranlation. the other point i like to share is the investment tax credit (ITC) scheme. part of the reasons for the popularity of bio-fuel in the US was the ITC introduced in the early 2011-2012 period. there was a boom in the bio=fuel usage. with the green technology. US is pushing hard for the solar power. Happy trading

Posted by papaya > 2016-02-19 10:55 | Report Abuse

collect....b4 to late.....hehehe

Posted by papaya > 2016-02-19 11:01 | Report Abuse

hehehe.....

Posted by papaya > 2016-02-19 11:02 | Report Abuse

one roadblock gone....

Posted by tkp2 > 2016-02-19 11:03 | Report Abuse

lai liao lai laio

Posted by JNG9678 > 2016-02-19 11:25 | Report Abuse

Icon8888, you also come in one leg for Ah Seng! Good lah!
If one day u icon8888 get chance to know JNG9678 and his selected portfolio, sure you ah ha ! ah ha!

Anyway we welcome positive contributor! Icon8888

Posted by Icon8888 > 2016-02-19 11:26 | Report Abuse

this McKinsey article explained why renewable is surging despite lower oil price

http://www.mckinsey.com/industries/oil-and-gas/our-insights/lower-oil-prices-but-more-renewables-whats-going-on#0

four main reasons :-

(a) different market segment - oil and gas is mostly used for cars and transportation while renewables is for power generation

(b) economies of renewables improving - solar cells, wind farms getting cheaper and expected to continue to decline. Also, last time government spent on fossil fuel subsidies. But now fossil fuel price came down, more cash freed up for renewables.

(c) global dynamics of energy is changing - last time only developed countries deploy renewables. But now China, India, Brazil they all using more and more renewables

(d) the science is improving - 3D printing, better energy storage, etc

Posted by Icon8888 > 2016-02-19 11:31 | Report Abuse

JNG9678 nice to meet you too : )