Agree with bombastic, director sell their share, CFO resign.. Epf keep selling.. Not a good sign, just AK and me keep buying and believe this company. Hehe. Nvm, hold, nak cut lost banyak sangat. Tahun depan sembang baik2 dengan AK.
Ingat teruk sangat sampai cfo resign, ok lagi, dari bacaan, tahun ini dapat lepas 1 billion revenue, untung mungkin kurang, jika dapat job buat liftboat dalam masa terdekat cukup baik dah..
why a so good reputation company, the price can continuous dropping?
We acknowledge that Eversendai is: (i) a globally competitive structural steel contractor (ii) a good proxy to the oil wealth (and indulgence of the oil-rich countries in new iconic buildings which require highly complex steel structures), and iii) an up-and-coming oil and gas play.
performance below expectation (making loses for 3rd quarter). go into O&G at wrong timing. without RM580 mio liftboat job from related company, the pipeline is actually much lower and below expectation.
80% of their billing is USD, all the staff are under contract paid in RM, order book in middle east quite healthy. should recover next Q. only EPF SELLING..
everyday EPF sell small amount and the price drop like no tomorrow.... it drop from RM 1++ since I started monitor from sept...and now is almost 50%discount...luckily I am no in it
Teh, i hold at Average 0.989 at large number of share.. nak let it go pun tak berbaloi sekarang, tunggu 3 tahun, kalau ada improvement hold sampai economy pulih balik dalam 5 ke 7 tahun. tahun depan kalau dapat masuk senarai, datang sebagai 30 major shareholder, nak tanya soalan banyak2.. CFO baru pun tak lantik lagi sekarang ni.
jika ikut perbentangan analisis Q3 report, tahun ini pendapatan cecah 1billion. tahun depan pun cecah 1 billioln, cuma tahun 2015 kena kerja keras untuk dapat orderbook bagi 2016. tapi masalah eversendai ini satu je, margin untung jatuh teruk, dari kebiasaan 10% sekarang purata 3%. harap projek manager dapat lebih serius pilih projek.
iqie, kenapa tak nak average down lagi? This company still looks okay and the share price has been always under performed for some strange reason. Do think privatizing this company is a better option for AK?
Pernah baca temuramah AK, dia kata dia tak minat nak privatekan company dia. Wait 2017, tgk boleh capai tak 2billion revenue. AK mesti sayang company dia, sanggup hutang 500juta untuk beri projek pada eversendai.
iqie kenapa kamu sangat confident sendai future? kalau market stable, saya akan pertimbang beli banyak sendai share, tunggu recover hingga above RM1 :-) sekarang beli mesti mati, tiap tiap hari turun, dari oct hingga sekarang tak pernah lihat ada satu hari ialah hijau
Kalau AK nak privatekan, ini masa terbaik, beli banyak waktu harga murah. Lepas dah cukup 85% baru umum nak privatise, jadi kosnya akan berkurang, jika sekarang dia dapat collect 15% lagi pada harga rm0.5++, dan bila umum nak privatise tinggal 15% je lagi, itu agaknya tinggal tabung haji, epf dan lain2. Masa tu dia nak tawar harga RM1.30 pun dia masih untung lagi. NTA RM1.10.
kalau sekarang privatise, AK akan order 60-70 sen saja. semua shareholder tak ada chance turnover. Beli above RM1 macam mana? buka seluar naked.. kalau econ pulih mungkin akan rise balik RM1 above.. satu sample boleh rujuk MAS, yang beli awal 27sen keatas macam mana
HowIn, NTA MAS 0.15 sen. dia offer 0.27 kira oklah. NTA Eversendai 1.10
AK kena tawar pada premium dari NTA. sekarang mungkin boleh collect guna proxy, dah cukup, baru umum take-over, jadi kos averagenya berkurang. sebab hanya tinggal tak sampai 15% untuk collect lepas umum.
harga sekrang memang turun, tapi volume kecil, investor taknak lepas, mungkin yang pegang kecil2 sudah lepaskan semua. tunggu sahajalah.
Spending in the 2015 budget is projected at a record 860 billion riyals (RM800 billion), up 0.6 per cent from 855 billion riyals in the 2014 budget plan - the smallest rise in over a decade.
new CFO pandai buat window dressing...minta-minta dia pandai bagi dividen juga nanti. apapun harapnya bukan sekadar window dressing, harap-harap dapat sign kontrak buat liftboat..takpun AK nak privatise, jual NTA pun ok. RM1.10.
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....
ybka
17 posts
Posted by ybka > 2014-11-26 15:36 | Report Abuse
slowly down 1 cent everyday... soyonara 1st... ciao~