Saturday, 7 October 2017

介绍本人会买入的股票

Matrix             1.28%
Pie                   -5.6%
Scientx             1.03%
Tnlogis            -13%
Cypark            -1.4%
Ghlsys             12.75%                        总盈利率:3.65%
Ssteel               29.88%
Trc                   34.8%
Insas                7.65%
Yeelee             -22.5%
Rcecap            -4.7%

年中介绍的好像太差了,好像也太多,连我也不是全部都买入。最近选股感觉有些进步,那就精简些介绍几只。


Company
Current price
CAREPLS
0.33
N2N
0.985
LCTITAN
5.23
LAYHONG
1.05
TUNEPRO
1.17
XOX
0.105
PWORTH
0.26
SERBADK
2.33

除了xox及pworth其他都是fundamental 的好股。有兴趣可以自己做功课。

Monday, 24 July 2017

Karex

最近没什么注意,今天才看到。现在这种表就是falling knife。不是一直有人说"Never try to catch a falling knife", 所以等他开始涨就可以快速买入,而且涨得也会很快。Easy money.
不过topglove也要抢condom生意,这点你们得注意。

tadmax

刚好今天可以喘口气,看到了koko介绍 tadmax,我也研究研究
1. has got official government approval to build a 1,000 MW combined cycle gas-fired power plant(Ausgust 2016), the proposal will pass up before August 17, 2017 and wait for approval from EC. If sucess it will contribute RM250million every year start from 2023, Past 4 quarter the revenue only RM48 Million

2. Tadmax plan selling RM 300 million of Indonesia Planted land, about 17sens will give as dividend once selling out, and to quit plantation business, current price RM 0.41

3. CHINHIN shareholder Datuk Seri Chiau Beng Teik buy about 5% at (March 2017). DATUK KOK BOON KIAT buy 10% at (May 2017)

4. average RM10 Million every quarter will contribute for the next 5 year from selling of  residence property

整体来说只要residence property 的income进来应该可以转亏为盈。但是这公司从2008年亏到现在,管理层真的没话说,没查清楚最近有没有换管理层。

发电厂如果批准了绝对大涨。不过盈利得到2023年才有看头,不过至少消息出来时觉得大涨。
有点心动,又有点怕。对此股,我没买卖建议


本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议。 任何人因看此部落格的文章而造成任何投资损失, 恕不负责。

Thursday, 29 June 2017

记录

刚买入Tguan,至于原因是因为他的扩展计划,以及吸引人的价钱。
卖出ghlsys,倒不是不好,只是风险有点高,原本计划是放些在高风险高回报的股里,不过想了想还是稳点比较好。
持有nhfatt, serbadk, and tnlogis

也许接下来会写关于nhfatt的资料,不过没这样快吧。

Friday, 9 June 2017

karex

我注意到了karex跟hovid一样,出坏消息,可是director 却买进去。
也许这是个机会也说不定。只要英国那边开始盈利,营业额还有一阵上涨期。
当然我本身没有买入,都在其他股里面。

Friday, 2 June 2017

6月记录

等着股市回扬,也许还得等多一阵子。
stock can check
karex-https://klse.i3investor.com/blogs/ethg/104305.jsp
很好的一个分析关于karex的
oldtown

浅谈SERBADAK

SERBA DINAMIK HOLDINGS BERHAD

Core Business (providing engineering solutions)
Operation & Maintenance (O&M):
Maintenance, Repair and Overhaul (MRO) of rotating equipment, which includes gas and steam turbines, engines, motors, pumps, compressors and industrial fans
-This services are currently focused on rotating equipment used in the energy industry, including O&G production and refineries and power plants.
-Services offered: Predictive Maintenance, Equipment Overhaul, Balancing and Alignment, Replacement and Upgrades of Components and Parts, Maintenance of Process Control and Instrumentation

Inspection, Repair and Maintenance (IRM) of static equipment and structures, which includes boilers and unfired pressure vessels, piping systems and structures
-This services have two type: scheduled maintenance and unscheduled maintenance
-Services offered: Boilers & Unfired Pressure Vessels (repair work, other necessary tests, cleaning), Heat Exchangers (repair work), Pipelines & Piping System (Cleaning, replacement of damaged pipes, other repair work)

Maintenance of process control and instrumentation

EPCC: Engineering→Procurement→Construction→Commissioning
Installation of piping systems
Installation of rotating and static equipment
Installation of power generation equipment and plants
Development of infrastructure
Construction of amenities and buildings

Other products and services:
Provision Of Technical Training
Provision Of ICT Solutions And Services
Supply Of Products And Parts
Logistic Services
Compressed Natural Gas

- Plant in Indonesia: Compressed natural gas making it viable for transportation to end-users. Start operations on 25 November 2016

Financial Highlights


2013
RM’000
2014
RM’000
2015
RM’000
2016
RM’000
2017 1Q
RM’000
Revenue
536,195
755,768
1,402,942
2,168,328
612,423 
Net Profit
61,619
67,373
156,562
245,809
78,329
Profit Margin
11.49%
8.91%
11.16%
11.34%
12.8%
Dividend Yield
 -
 -
 -
 -
2.2 cent 

REVENUE ANALYSIS
 Our revenue grew by 54.6% from RM1.4 billion in FYE2015 to RM2.17 billion in FYE 2016 mainly due to:
(i) Maintenance and EPCC works contracts/orders being secured, including maintenance services which are recurring in nature. Comparatively, for FYE 2016, we had 83 maintenance contracts and 10 EPCC works contracts/orders, with a total of approximately 2610 work orders, whilst for FYE 2015, we had 78 maintenance contracts where approximately 1,826 work orders were requested by our customers and 24 EPCC works contracts/orders; and
(ii) Our other products and services segment which comprises technical training, ICT solutions and services, and supply of products and parts. For FYE 2015 to FYE 2016, revenue from our other products and services segment was mainly attributed to the supply of products and parts to customers through purchase orders as well as ICT solutions and services; and
(iii) Our enlarged customer base in Malaysia and the Middle East region.

Result of 2017 1Q
Serba Dinamik’s (Serba) 1QFY17 results were commendable, recording revenue of RM612.4m and earnings of RM78.3m. The Group’s positive performance is driven by its O&M operations which contributed the bulk of profits (c.90.6%) and enhanced by growing contributions from the Middle East where contracts are achieving better margins.

O&M. Revenue recorded RM555.0m, coming mainly from Malaysia (31.6%), Qatar (21.2%) and Bahrain (15.4%). This division will continue to provide the recurring income support for Serba, but we do see the quantum of EPCC to expand with new contracts in the pipeline. EBIT came in at RM98.0m.

EPCC. Revenue achieved was RM56.5m with EBIT at RM9.3m. The division’s contribution is mainly from operations in United Arab Emirates (UAE) and Malaysia, in particular contracts with New Thunder Technical Services from UAE, Sarawak Shell and Petronas Carigali Sdn. Bhd. (PCSB). The Group’s “Others” division (0.2% of revenue) was supported by the provision of IT related services and technical training through its approved training programs.

I like Serba Dinamik for its engineering solutions to the oil and gas (O&G) and power generation industries supported by its core operations and maintenance (O&M) services and engineering, procurement, construction and commissioning (EPCC) works. Growth prospects are from international markets such as the Middle East regions while leveraging on its expertise to expand into the power generation sector as an asset owner, contractor and operator.













RISKS
·         Dependence On Skilled Professionals/Engineers
·         Delays In Completion Of A Project Or Work Order For A Contract
·         Overseas Operational Risks
·         Ability To Secure And Negotiate For Projects And Contracts
·         Procurement and/or Renewal And Duration Of Contracts

·         Level of Activity In The O&G Industry In Malaysia And Overseas
Although costs incurred for our services are not directly affected by the price of oil, during periods of rising oil prices, the O&G exploration, development and production activities are expected to increase. Meanwhile, prolonged depressed O&G prices will generally lead to a curtailment in O&G activities and spending in the oil and gas industry. However, certain sectors such as maintenance of assets particularly in the production of crude oil and natural gas and downstream refineries, processing and petrochemical plants, are, to a certain extent, less affected as operations would still have to continue.

·         Impact On Margins Of Cost
Our margins are affected by the direct cost of operations which mainly comprises purchases of materials such as machine and equipment parts, consumables, tools and equipment, services provided by suppliers which include a combination of mechanical, electrical and/or instrumentation work, wages and salaries, and professional fees.

·         Impact Of Foreign Exchange On Results Of Operations
For FYE 2015 and FYE 2016, 65.4% and 64.5% of our revenue were derived from countries outside of Malaysia, respectively. Our revenue from overseas projects/contracts is typically denominated in USD. We maintain our cash inflow in a USD-denominated bank account, where it will be used to settle the portion of our cost of operations which are payable in USD. This provides us with a natural foreign currency hedge.

Nonetheless, any unfavourable movements in the USD exchange rate may adversely affect our profitability.

·         Impact Of Interest Rates On Results Of Operations
As at 31 December 2016, we have RM639.66 million of borrowings. Of our total borrowings, RM619.33 million, or 96.82%, as at 31 December 2016 are floating-rate loans. Therefore, any increase in the interest rate of our borrowings would increase our interest expense and therefore, adversely affect our profitability.

·         Implementation Of Expansion Plans To Own And Operate Facilities
We plan to expand our asset ownership business model to diversify our revenue streams. We have started to embark on this strategy with our first CNG plant in Muaro Jambi, Sumatra in Indonesia.

News
斯巴活力擬购欧美零件商(http://www.orientaldaily.com.my/s/198219)
Serbadk有意收购欧美油气领域零件製造商,放眼在未来3年成为一站式服务供应商.我们计划收购欧美的零件制造企业,以获得相关科技和技术,除了借机开拓新收入来源,也能降低成本,改善盈利表现。
Prospect
-斯巴活力持有超过125份合约,期限介于2017年至2021年,手持订单总额达40亿令吉。
-持有30%股份的One River Power私人有限公司,在沙巴设3个小型水力发电厂料能贡献长达21年的经常性收入。This contract is expected to commence upon the completion of construction by the end of 2017.
-隨著石油输出国家组织(OPEC)周四决议將石油减產计划延长9个月,至20183月,惟减產期限不如市场预期的12个月,导致油价下跌。对此,他说,儘管油价表现疲软,但却不会影响斯巴活力的业绩表现。

-We have comitted to undertake the projects in place for the development, ownership, operations and maintenance of the following assets:
(i) One 0.8MW gas power plant in Ambon Island, Indonesia;
(ii) One 4MW gas power plant in Muaro Jambi, Sumatra, Indonesia
(iii) One 4MW & one 1MW gas power plants in East Kutai in East Kalimantan, Indonesia; and
(iv) One industrial park with CUF in Sarawak

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Current price RM 2.13
IF this year eps can have 20 cent x 12 = 2.4(first target price) 

除非这股有明显的盈利下滑,不然会长期持有。当然如果遇到熊市不管为什么我都会放手。


本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议。 任何人因看此部落格的文章而造成任何投资损失, 恕不负责。