Selling of Right is $0.50(bfor ex) ; $0.58 is the Theory price after ex-right, related to warrant with exercise price $0.50 . Basing their not so strong sentiment from their existing Share trading I doubt that could stay at $0.58 ex-right given their weak eps.
Shareholding a bit complicated link to T.t. 's Plc namaly We & Jubilee, and the other one oso T.t. company can't recall it. I doubt this kind of complex sticky linking. It is hardly to take care of whose interest to be prompted while issues arising.
Let the results talk. At this juncture , I'm getting lack confident on this counter. Plan to trim it to less than 5% from my portfolio. Lock it to freezer .
I hv no doubt this T.T. are planning to cashing out from his Singapore asset, on the other flip side, it might hive T.t. a breath to be more focus on his new controlled EG. It really leave no choice for the existing shareholders to furthur bargain . So, all need to say is Watch for the Synergy (might be) that could TT. Make out for EG. For me its a Kiv mode rite now. It's going to take a while first rather than juz jumping in. Thus, my position are remain small. Will add more while supported by solid improvement . EG工业大股东套现新国投资? 我们回头说EG工业(EG)。近年来有一些新加坡投资者收购了大马上市公司的股权,然后进一步涉及公司管理层,因而把公司办得有声有色。 其中一间是我们曾经投资过的SAM工程(SAM)。不过,公司背后大股东是鼎鼎有名的淡马锡控股,有出色的表现并不为过。 而EG工业刚换的管理层兼大股东团队,是我们不熟悉的JUBILEE工业和WE控股,这些公司虽然在新加坡上市,但它的管理表现还待时间证明,因此,EG工业值得投资吗? 我们看回EG工业的业绩。在旧大股东管理之下,公司自2003年起,虽然年年赚钱,但赚幅很小,甚至是营运额增加了100%至8亿令吉,也无法大幅提高利润,猜想大概是从事低科技的业务,只能陷入“割喉式”模式,以量取胜。 到了2014年,新股东收购显著股权,正式改朝换代,公司业绩也大有改善,赚幅比前一年增加了65%。 在2015年首季,公司盈利大跃进至756万令吉,超越2014全年盈利(610万令吉)。 同时,公司也建议削减面值、附加股和私下配售的计划。公司业绩在次季继续告捷,上半年的盈利标青,主要是公司脱售所有投资资产获得1550万令吉。在下来的第三季,公司盈利则正常化至134万令吉。 无论如何,EG工业负债1.8亿令吉(负债比高达1.44倍),是相当令人不安的。 在这当儿,EG工业买入相联公(Singyasin95.8%和WE控股10.22%)的股权,各为1030万和555万令吉,令我们有点担心大股东巧妙利用公司现金来套现自己在新国的投资,是福是祸,还待观察。
Singaporean could have good networks to secure more overseas project but haiz... market bad, economy slows RM depreciate actually helps this counter as well
First things first, udgrading & expand plant; secured more BETTER MARGIN order, make right Forex hedging (to protect its profit not to speculate), lowering $200/mil debt (too high ), then only look into dividen. A long way to go. Got the pictures ?
Understanding the' style of your investment' , plan your portfolio , pick the biz that transparent and intended to make most of the investor Easy know (no hanky panky), recruit the biz that suit your selection criteria. Then, 90% will be profitable than others Common Investor. Learn and sharpen your edge.
First things first, udgrading & expand plant; secured more BETTER MARGIN order, make right Forex hedging (to protect its profit not to speculate), lowering $200/mil debt (too high ), then only look into dividen. A long way to go
U oredi said the most of it.
Let's see whether the rights issue could be implemented .....
"murali > First things first, udgrading & expand plant; secured more BETTER MARGIN order, make right Forex hedging (to protect its profit not to speculate), lowering $200/mil debt (too high ), then only look into dividen. A long way to go
U oredi said the most of it.
Let's see whether the rights issue could be implemented ..... 11/09/2015 08:19 "
"Ven Felix > Not to succed from the right issue. 23/09/2015 11:05 "
Could it hit $0.735 ? It really depend on the captain. A volumn of trading above 35000 will give its supporter a very big exciting, problem is would it be ? And whats your plan if it does ?
Morning folks, has anyone dug Eg latest qtr result and share their view here, I'm interested to know what the fair price now and post right issue. Actually , I hv tge fair price on mind. But, it has come to my curiosity why there are very thin vol. Traded and the price remain below my so call fair price. What are the most investor waiting for , whats the catalyst .?
Charlie 您好,I'm juz keen or rather interesting to know how most of the investor /retailers respond to the qtr result and their implications from the results.
Apart the above purpose, I'm also almost confirm that Eg are not even in any Fund manager's portfolio. But, that also why I'm selected Eg and hope... ; whushing if there any forumers might understand Eg & its industry segment better and share their valueble idea here.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Ven Felix
2,182 posts
Posted by Ven Felix > 2015-08-02 19:56 | Report Abuse
Selling of Right is $0.50(bfor ex) ; $0.58 is the Theory price after ex-right, related to warrant with exercise price $0.50 . Basing their not so strong sentiment from their existing Share trading I doubt that could stay at $0.58 ex-right given their weak eps.