Zaman 2013; sendai kuat swing.. dalam sehari boleh naik 20sen. Kini situasi lebih baik, harap2; sendai boleh lakukannya sekali lagi, come on sendai, kejar evergreen, dekat rm2 tu..
The downgrade reflects the considerable weakening of Eversendai’s balance sheet and debt-protection metrics over the past 2 years vis-à-vis expectations during our initial rating. In addition, while the Group still possesses a strong business position in structural steel works, its profitability has declined due to variation works on 2 projects with sizeable outstanding claims pending finalisation and softer project margins.
Mungkin investor luar tak beli sendai lagi sebab ram rating tu, tapi berdasarkan interview HLG, ia telah selesai.
"“Problematic 3” have left. Earnings delivery has been questionable in the past 2 years, being plagued by variation orders (VOs), high O&G start-up costs and associate losses. This is now history with VO related jobs completed, O&G jobs contributing and Technics no longer an associate. As a result, earnings in the last 2 quarters rebounded strongly."
Oh ya, margin untung pun improve. Jadi Ram rating ini mungkin sedikit outdated.
Ia satu peluang baik, nantikan Q2 hujung bulan depan, jika Q report mantap, peluang tarik investor luar semakin cerah. RM1.50 coming..
Tq for highlighting it, tapi ia sudah diambil kira. Peringatan yang baik agar sentiasa berhati-hati. Kwsp sure dah baca juga, tapi mereka terus beli dan beli share sendai. Tq paperlane.
Ala, mana2 kaunter yang mula gerak, pasti ada penyebar berita malapetaka...kikikiki..Jangan pedulikan jembalang-jembalang itu...kikikikiki. Kalau kita x layan, lama2 dia pun senyap
Last time EPF followed ur style to keep 3-years so they lost huge in 97, 98 but now they manage the risk and trade with first information and things have changed positively.
Sadly to say now you follow their style way back 1997/1998...... Think you gonna lose big in soonest.
I saw few times Sendai failed to surpass 1.04-1.05, just be ready for correction, I'd sold today n move to wood n chipboard comp, better appreciation when usd strengthen, gd luck u all
Bagus juga dia ada, jadi kita lebih berhati2. Apa pun, rating ram itu masih healthy, AA3. Masih terkawal dan tidak bahaya. AK dah kata 3 masalah utama selesai, tunggu Q2 hujung bulan depan, kita lihat bagaimana.
Correction mungkin akan berlaku. Normal. Dan ia aktiviti sihat sebelum harga pergi lebih tinggi.
Selamat u bukan AK. Hehe. Masing-masing ada pandangan, raikan. Ada kebenaran juga apa yang dikatakan. Tapi bagi saya, ia masih terkawal, dan RAM rating boleh berubah jika hutang sendai sudah semakin baik. Apa pun prospek projek Sendai sangat baik. Setakat ini, orderbook RM2.2 billion, dan akan ada beberapa lagi kontrak yang akan dapat dalam beberapa bulan ini.
On balance, the Group’s aptitude in securing jobs in the structural steel space remains intact in our view. This is supported by its established credentials in globally high-profile undertakings, commendable execution of complex projects, and its track record of timely project delivery. Furthermore, construction prospects in Eversendai’s key markets of the Middle East remain healthy, and should present considerable opportunities for order-book replenishment. In 1Q 2015 alone, the Group announced RM864 million worth of jobs secured, surpassing the amount clinched throughout 2014 (if the said liftboat contract could be excluded), alleviating some earlier concerns on its job pipeline. With these wins, Eversendai’s outstanding order book as at end-March 2015 advanced to RM2.0 billion (end-December 2014: RM1.4 billion), and remains diversified geographically.
Seems like kwsp is playing sendai share. This month Buy 1.06 miliion share, sell 1.25 million share, since sendai floating share is very small, the best way to push price is playing thatv way.
Bukan spekulator, ia hanya merancakkan pasaran, lihat misc. Kwsp jual beli sepanjang tahun, push sampai harga RM9.30 beberapa bulan lepas, kini stabil rm7.90.. volume penting untuk menarik minat pelabur runcit.
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....
iqie
756 posts
Posted by iqie > 2015-07-15 16:15 | Report Abuse
Healthy volume..all sign bullish... mood raya..hehe..