Posted by icetwink > 2016-08-15 15:30 | Report Abuse

RHB research call to buy tek seng with a target price RM1.50, followed
by RM1.68

Posted by OOMMGG > 2016-08-15 15:36 | Report Abuse

More than 60% of solar product is sold to Solartech energy Taiwan. Should using Taiwan price

Posted by JNG9678 > 2016-08-15 15:40 | Report Abuse

RHB's link pls

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

Thanks a lot OOMMGG.

Posted by George888 > 2016-08-15 15:44 | Report Abuse

many sellers at rm1.41 despite good result, wonder who's that... :(

Posted by OOMMGG > 2016-08-15 15:45 | Report Abuse

Many people seem bullish on solar product of Tekseng. Look at the decline solar product price in past few months, we should think about the solar product performance on coming Q result.

Posted by Abilakh > 2016-08-15 15:56 | Report Abuse

Vivoviva missing?

Posted by aikinlai > 2016-08-15 16:27 | Report Abuse

I believe, i believe, next time u share with me.

Posted by skyrider > 2016-08-15 17:02 | Report Abuse

vivoviva, u lose this time. Ah seng no 1.46 today, not even close.

Posted by cschai > 2016-08-15 17:03 | Report Abuse

Ok, vivoviva, except for today your tip has been good, keep it up, don't be dejected

Posted by skyrider > 2016-08-15 17:19 | Report Abuse

just as expected vivoviva a trader ........ after eat his meat said bye bye ... who follow him?

Posted by lching > 2016-08-15 17:24 | Report Abuse

this counter good for long term.

Posted by JNG9678 > 2016-08-15 17:37 | Report Abuse

You see, trader shiok shiok, bilis die die! As a wise investor, need to hold longterm on FA good counter and the Trustworthy BOD is more important than FA and TA.

Posted by Abilakh > 2016-08-15 17:42 | Report Abuse

Really appreciate if anyone could share the CIMB and RHB research report to look at some of the fundamentals rather than listening to traders and speculators

Posted by A1688 > 2016-08-15 17:50 | Report Abuse

Ah seng ok la .. Today New High 1.40

Posted by Hotrod > 2016-08-15 18:13 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5174641

Posted by MDollah > 2016-08-15 21:54 | Report Abuse

sure go ... http://www.thestar.com.my/business/business-news/2016/02/15/tek-seng-set-to-triple-production-capacity/

Posted by iwcking > 2016-08-15 22:40 | Report Abuse

vivoviva. thanks for the headup. i listen to u and bought in pecca and ahseng. both really strong. will hold it to the TP as u mention 1.50 earlier. must get to know u and treat u lunch soon.

Posted by erkongseng > 2016-08-16 08:50 | Report Abuse

德成控股Tek Seng Holdings Bhd 7200 RM1.40 買进--
1)
估计2016 eps=19 sen,pe=10,股价=rm1.90
公司loan为5889万,cash有2800万,依目前每季保守净利,想信一年后成净现金公司.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=T&securityCode=7200

http://www.tekseng.com.my/

http://klse.i3investor.com/servlets/stk/7200.jsp
2)取自TANTEEHEAN--
德成现有七条生产线，年尾加多两条，总产能将达到13 millions / month

Current production capacity of solar panel ( 7 lines ) = 5.6 millions / month
Future production capacity of solar panel ( 9 lines ) = 13 millions / month

Estimated revenue from solar panel on 2017 = 13 millions x 12 x $1.50 ( unit price of solar panel ) x 4 ( conversion rate )
= RM936 millions
Estimated Margin = 12%
Net Profit = RM112.32 millions

Estimated profit from PVC, PP = RM18 millions ( maintained as at 2015 )
Total = RM130.32 millions

No of share = 309 millins ( ignore warrant conversion )
EPS = RM130.32 / 309
= RM0.42 - 35% Minority Interest
= RM0.27
If PE = 10 ( conservative )
Estimated Share = RM2.70 ( 2017 )

当然，每一项投资都有风险，德成的风险包括美国干净能源政策，外汇，额外产能前期亏损，硅片价格走势，供需因素，等等。

3)
大马投资大师冷眼也出现在Tekseng2015年的年报里：(1200,000股份)

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

Another money making machine ....buy SkPetro-C25...potential to jump up.

Posted by SharehlderOppression > 2016-08-16 09:16 | Report Abuse

If this counter has good prospects, why are there so many sellers done and in queue
Either the insiders can't wait to get rid of it or institutional funds

Posted by fakhrul3379 > 2016-08-16 09:23 | Report Abuse

This is a good counter. Some minor correction should not be an issue.

Posted by Nigel Low > 2016-08-16 09:28 | Report Abuse

vivoviva - so what is your take on this share now? Hold for long term?

Posted by SpaceNeedle > 2016-08-16 09:52 | Report Abuse

Seem those short term is lowering down the take-profit price after failed to push the price up.

Posted by icetwink > 2016-08-16 10:21 | Report Abuse

I was bought tek seng last year with the price of $0.545 and still keep holding since it show a good financial result from one quarter to other with a bright future.

Posted by titus > 2016-08-16 11:36 | Report Abuse

it has fallen back to friday price. What ever gain yesterday all returned.

Posted by Izam_mahathir > 2016-08-16 11:43 | Report Abuse

No matter what im gonna hold this stock untill Q4.fundamental will always win

Posted by chl1989 > 2016-08-16 12:02 | Report Abuse

So funny. U all so happy hit n run with few cents gain. LOL :)
Remind me of kesm when i bought at rm4. That stock was so depressed by then despite a series of good quarters shown. Ppl said gone case lah peak lah hopeless lah. See where is kesm now. After it went up so much, fundamental is the same only when it was rm4. Now only all the ib come up their report to promote. We call them horse behind cannon. Lousy :)

Posted by fakhrul3379 > 2016-08-16 12:06 | Report Abuse

Agree with chl1989. Do you have other counters under your watch which could perform same like KESM?

Posted by Up_down > 2016-08-16 12:13 | Report Abuse

Patient pay off unless its growth dented and earnings deteriorated due to strengthen of RM below 3.8.

Posted by titus > 2016-08-16 12:16 | Report Abuse

i bought some at 1.40 yesterday. Buying more now.

Posted by omnigunk > 2016-08-16 12:21 | Report Abuse

Entered at 1.35

Posted by Up_down > 2016-08-16 12:24 | Report Abuse

Buy the dips. Follow the golden rule of kyy. We will be well reward later.

Posted by Nigel Low > 2016-08-16 13:58 | Report Abuse

Up_down - Pardon my ignorance, what is golden rule of "KYY"?

Posted by hotman87 > 2016-08-16 14:04 | Report Abuse

Company growing, u selling? Judge yourself... waiting for another quarter result.

Posted by ahjib88 > 2016-08-16 14:05 | Report Abuse

Ask u all to sell already yesterday. I sold all at RM1.42 yesterday.
hahahaha

Posted by Lk036 > 2016-08-16 14:06 | Report Abuse

Yes, a good growing company. Sell first at 1.4 n buy back on dip. Maybe will drop to 1.3?

Posted by ahjib88 > 2016-08-16 14:32 | Report Abuse

vivo, are u dreaming?

Posted by nicky11 > 2016-08-16 14:37 | Report Abuse

This stock really weird, good QR but price drop. Same as last Q..

Posted by Up_down > 2016-08-16 14:39 | Report Abuse

Nigel. Kyy's Golden Rule:

I must make sure the company can make more money this year than last year and the " projected " P/E is less than 10, before I buy the share, because when the company announces a better profit the share price will go up. The reason I buy at P/E 10 is to avoid any unforeseen weakness that I have not checked.

Posted by powerak > 2016-08-16 14:46 | Report Abuse

Why...now drop til 1.35

Posted by Mohd Fahmi Bin Jaes > 2016-08-16 14:49 | Report Abuse

more hold more down. sell yesterday

Posted by ahjib88 > 2016-08-16 14:53 | Report Abuse

Waiting at RM1.2

Posted by titus > 2016-08-16 15:11 | Report Abuse

if tekseng go down to 1.2, tk FD and buy

Posted by Nigel Low > 2016-08-16 15:13 | Report Abuse

Up_down - Thanks for explaining. Yes, buy a good undervalued business with healthy yoy and qoq growth.

Posted by Nigel Low > 2016-08-16 15:13 | Report Abuse

Price dropping due to contra players taking gain. Now it will have good support base. It will move up with momentum from now.

Posted by wangge > 2016-08-16 15:17 | Report Abuse

The HL trader, if you so good pls sell down some more loh!

Posted by Hui Xin Sim > 2016-08-16 15:26 | Report Abuse

pls selll!!!!! so i can buy

Posted by Hui Xin Sim > 2016-08-16 15:30 | Report Abuse

i think its due to this counter is being focus by many ppl, so a attracted a lot of contra player... but its a good chance for me to top up... friday is T1, mon T2 today T3 sure la have to sell to pay.... but after that will rise again LOL....

Posted by Nigel Low > 2016-08-16 15:33 | Report Abuse

Having contra players is part of the package, just have to get use to it. Price after correction will have strong support base and if there's not upset in company's growth & performance, share price will continue to move up unless any major mishap.