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Showing posts from June, 2008

Tanjong - Potential grow stock?

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大馬財經 業績評論  2008-06-24 12:00 (吉隆坡)丹絨(TANJONG,2267,主板貿服組)首季淨利符合及高於證券行預測,但分析員在大馬電力領域走勢預期放緩及此公司首季出現龐大開銷下調整其財測,惟海外電力業務貢獻依然看俏。 丹絨截至2008年4月30日首季淨利上漲81%至2億96萬7000令吉;受淨利上揚推動,該股週一(23日)以14令吉30仙報開,上揚10仙;更一度上漲30仙或2.1%至14令吉50仙,但閉市時漲幅收緊,僅能以14令吉20仙平盤掛收。 大馬研究指出,此公司首季淨利較該行預測高出14%,並較市場預測高24%。然而,在大馬電力市場盈利可能受創下,大馬研究下調丹絨2009年至2011年財政年盈利預測7至9%。 基於旗下Pahlawan電力廠於首季出現儲運損耗現象、海外電力資產的競標開銷及第二季即將配合維修而關閉廠房的因素影響下,2009年財政年的電力業務預期萎縮22%至3億4000萬令吉。 儘管大馬電力業務貢獻走低,但集團電力盈利依然預期上漲15%至8億9200萬令吉,主要動力來自GLOBELEQ資產支撐。此資產貢獻首季39%整體電力盈利,海外電力資產則貢獻70%營運盈利。 獨立發電廠(IPP)所徵收的暴利稅預期只會對這公司帶來極微影響。這是因為該公司超過50%電力業務盈利來自海外資產,而在高營運與維修開銷影響下,大馬的電力業務也預期不會出現驚人表現。 全年料派息1.07令吉 “股息派發預期維持吸引力,而全年預測達1令吉零7仙;首季總股息達17.5仙,比較同期的14仙。” 另外,分析員相信該公司已準備競標更多海外電力資產,而海外市場也預期在現有的經濟環境下出現更多電力廠買賣活動。 僑豐投資研究指出,丹絨的首季表現符合僑豐投資研究預測,主要受到GLOBELEQ資產的貢獻及較低的博彩派獎率推動,而首季淨利也包括脫售英國麥格理廣播控股權所獲得的6千200萬令吉投資賺益。 電力業務依然為這公司增長動力,並首次從去年收購的GLOBELEQ獲得全面貢獻。此公司首季電力業務營業額上漲49.5%,盈利則上揚26.1%。如果沒有納入旗下電力廠儲運損耗所帶來的影響,其增長率依然強勁。 博彩業的1.6%增長率與同期一樣,派獎率則為64%,比較前期的66%。 管理層透露,此公司正針對埃及電力資產的債務再融資事項進行籌備,而相關貸款被分為兩批發行,淨利息成本介於

Recession is Coming?

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Recently receive below message from friends seem the source from CIMB: Recession is coming ... make your own judgment, don't panic !! Do what is wise. The recession looks very eminent. It is really time to take pro active steps to avoid a painful time in the next two years which is how long the recession is expected to last. Suggestions: 1. Don't take any loans, buy homes, properties with loans, or even cash. Keep as much cash as possible. 2. Pay off as much of personal loans, private loans, as debt collection will be hastened. 3. Sell any stocks you can even at lower prices. 4. Take money off from Trust Funds. 5.  Don't believe in huge sales forecast from customers, be extremely prudent, lowest inventories, reduce liabilities. 6. Don't invest in new capital. 7. If you are selling homes/ properties/ cars , do it now, when you can get good prices, they are going to fall. 8.  Don't invest in new business proposals. 9. Cancel holiday plans using credit card

How to Find Company's Historical Data

If you want to know how to find Malaysia's listed Co. Data, below link is a good recommendation:   http://sg.biz.yahoo.com/il   1. Search for Malaysia.   2. If you want to seach for Maybank, then click on M   3. Find "MALAYAN BANKING BHD" or key in "1155" and click on Quote / Search   4. Click on Historical price   5. U can also see the price for last 5 years & save in file   6. U can view some of the Basic Chart   7. U can save click "Add to Portfolio" so that next time u can go to my Portfolio and view the info easily.

Sleep with the lights off to reduce cancer risk

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SLEEPING WITH LIGHT ON MAY CAUSE CANCER KIDS who sleep with the light on could risk leukaemia, parents were warned yesterday. Scientists have found the body needs darkness to produce a chemical that fights cancer. Even switching the light on for the toilet, staying up late, travelling across time zones, or the light from street lamps can stop enough melatonin being made, they say. The body needs the chemical to prevent damage to DNA and its absence stops fatty acids reaching tumours and preventing them growing. Texas University Prof Russell Reiter, who led the research, said: "Once you go to bed you should not even switch the light on for a minute. "Your brain immediately recognises the light as day and melatonin levels drop." Rates of childhood leukaemia have doubled in the past 40 years. About 500 youngsters under 15 are diagnosed with the disease each year and around 100 die. A conference on childhood leukaemia in London yesterday heard that people

"股市教父"胡立阳教你大赚小赔

秘技核心在于通过机械化操作克服人性弱点   在长达3个多小时的演讲中,胡立阳向 投资 者透露了他的多个炒股秘技。这些秘技的核心就在于通过机械化操作来克服人性弱点,使自己在 股市 中变成"不正常的人"。   胡立阳说,正常人在股市中没法赚到钱。根据他在股市33年的经验,全球投资者都具有相同的无法克服的人性弱点。假如在20元买入一只 股票 ,这只 股票 第二天涨到22元,会很高兴。第三天涨到23元,还是没有问题。问题就在第四天发生,当这只 股票 跌到22元,投资者会开始患得患失。最危险的第五天来了, 股票 跌到21.8元,几乎没有一个例外,投资者都会在这里选择卖掉,结果错过了赚几倍甚至数十倍的机会。为了克服人性的弱点,他总结了多个招数让投资者机械化操作。他说,虽然市场不是绝对的,这些招数不能说百分百准确,但这都是他根据大量数据长期统计出来的。如果能严格遵照执行,长期来看一定有益处。   封面联动   1 "进三退一"华尔滋法   高买低卖是股市中的铁律。如果做不到,那就每一交易要做到大赚小赔。因此,每购买一只股票就要将向下10%作为割肉点,向上30%作为盈利点。如这只股票20元,则26元作为盈利点,18元作为止损点,哪个点先到就卖哪个。没有达到"一定要把手捆起来"。根据他的统计,几乎所有好股票涨30%都会修整一下,所以休息一下以后再把它买回来也没关系。一只好股票如果跌了10%,就往往是出了问题,或者这只股票和投资者没有缘分,切莫强求。   2 农夫播种术   所有好股票涨势价格图都是大赚小赔。因此,在买一只股票的时候,资金量不要超过1/3.假如你最初购买这只股票以一手为单位,那么股价每往上涨3%就加一手,往下跌超过3%就减一手。一定要用相同的单位追加,切忌涨了3%的时候多追几手,结果头重脚轻从而被套。根据统计,在一般的多头行情下,每12只股票中总有1只能成倍增长,这种方法就是要留下好种子剔除坏种子。假如买了20只股票,只有1只成倍增长,用这种方法就能留下这1只,并及时剔除剩下的19只,最终这一只的盈利能盖过所有的损失甚至还要多。使用这种方法的时候,一定要以每天收盘价为准,然后在第二天一开市就以市价操作。这次A股市场从6000点跌到3000点,使用这种方法留下的种子不会发芽,但也不会大赔。当所有的种子都不发芽

Finance Asia - Asia Best Manage Company

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Finance Asia  - For our eighth annual poll of Asia's top companies we have collected votes from 167 investors and analysts across the region. The results will be published country by country over a two-week period and the final day will also reveal which companies are viewed to be the best managed in the region in eight key sectors. Here are the results for Malaysia. Best managed company Votes 1. Public Bank 39 2. CIMB 24 3. IOI Corp 21 4. Genting 18 5. Digi 14 6. Maybank 14 7. Petronas Gas 11 8. SP Setia 10 9. BAT Malaysia 9 Best corporate governance Votes 1. Public Bank 46 2. CIMB 25 3. Digi 20 4. Maybank 16 5. BAT Malaysia 13 6. IOI Corp 12 7. Telekom Malaysia 10 8. Media Prima 8 9. MMC Corp 7 Best investor relations Votes 1. Public Bank 36 2. Digi 31 3. CIMB 26 4. Sime Darby 23 5. Maybank 13 6. Tanjong 10 7. Media Prima 8 8. Genting 8 Most committed to a strong dividend policy Votes 1. Public Bank 47 2. BAT Malaysia 36 3. Maybank 18 4.