金狮的动向

建能

金狮所有的股这几天跌的很重。这里有谁知道什么内幕消息？

LuckyStorm

之前起得太厉害了,是时候回调了....

chukh1

也没有什么利好消息了...

其实不只金狮集团的股项跌得重而已，一些14RSI已达70以上的蓝筹股和二三线股都已出现技术调整。只要基本面还好，适度的调整（不超过10％）是可接受的。

briansam_84

短期的波动是没有什么关系的，这反而给了趁低吸购的机会。LION的公司无论如何还是被低估，买进守长期绝对没有问题，只要基本面不变坏，但是最近的一件事，令我对他们的管理层更加增加信心。
至于lion的业绩，如无意外，今年也会比去年好。

LuckyStorm

各位....
金狮所有的股当中,你们最喜欢哪一只?
我本人较喜欢LIONDIV....

briansam_84

liondiv,lionind,lionfib,我也蛮喜欢的，不过tansri钟庭森号称钢铁大王，他最擅长还是做钢铁业务，所以我还是比较喜欢lionind，不过所属lioncor的megasteel的前景也是很不错。在未来所有lion的公司都回归轨道的话，lion group大有可能恢复当年的威风。

PS：放眼lionind能回到当年Rm5多的高峰期，各位拥有lion集团的大大耐心等待吧，lion的狮威将会在近几年大发。

建能

经过查证，看来是Tabung Angkatan Tentera这几天一直在卖，难怪可以看到卖方都是一千粒一千粒的来丢。我想这个Tabung一定是很烂的一个，乱乱卖！

我个人也是比较看好Liondiv，因为它旗下的Parkson最近又进军越南了。只是Liondiv现在的价格还是有点高，如果能够跌到RM1.90的话我一定买。

Lioncor这个母公司本益比好象太高了点，更何况它旗下的Amsteel 和Silston还没有转亏为盈。Lionind这几天也在roller coaster，我想看看他是不是在RM1.60还会有强力支持。

我很欣赏金狮，只是他现在的股还不能列为抗跌股，股价起伏差距太大，在高价买进的话就要吃草了，更何况我现在都不知道他高会高在那里，低又会低到那里去。

糊涂

Tabung Angkatan Tentera可是政府基金中回酬最高的基金之一，它的回酬可比EPF强多了。它绝对不是一个烂基金来的，如果它真的套利走人的话。。那我们就得多点留意Lion的负面消息了，它可能发现了一些我们不知道的资讯。

也许我们必须留意近来国际钢铁价格的走势，尤其是中国钢铁供需问题。。

vcycle

各位前輩大大，請問那裡可以知道基金在出貨呢。
基金出貨是否耍向 bursamalaysia 報告呢。
謝謝。

建能

vcycle 于 22-1-2005 06:36 PM  说 :
各位前輩大大，請問那裡可以知道基金在出貨呢。
基金出貨是否耍向 bursamalaysia 報告呢。
謝謝。

糊涂坛主所言既是，看来短期内还是隔岸观火为妙。

其实要知道基金是否有出货，除非你有基金内行消息吧，Tabung Angkatan Tentera的出货我也是从金狮股的个别News那里看到的，等你看到后，都晚了。人家已经逃跑了，剩下散户在哭泣。

虽然钟庭森号称钢铁大王，但近几年钢铁业务上也面对不少竞争者这包括锦记钢铁（Kinstel，5060，主板工业产品股）、南达钢铁（SSteel，5665，主板工业产品股）、安裕资源（AnnJoo，6556，主板工业产品股）以及谦工业（HumeInd，3328，主板工业产品股）。面对同业的竞争，他已不能垄断大马钢铁业。

在本地市场，值得关注的主要发展是，政府会否接纳业者的意见，采用自动定价机制，取代限制钢铁顶价。若政府允许采用自动定价机制，将有利于钢铁市场的发展，因为这可使业者迅速对全球废铁价格走势作出适当反应。众多钢铁股中，首选还是金狮工业和锦记钢铁，因为它们的股价处于吸引人的水平。从股息角度看，安裕资源以及谦工业或许比较适合。

在供应方面，更高的铁、煤以及运输费成本等“成本效应因素”，将确保钢铁价格不会显著下跌。事实上，韩国、日本、台湾及中国的主要钢铁公司已提升它们将于2005年首季交货的制成品价格。

另一个支撑钢铁公司盈利潜能提升的因素是，潜在的令吉升值趋势。这主要是因为70至80％的原料，即废铁，是以美元购入，而卖出时却是以令吉计算；提供业者潜在的赚利提升。

在全球钢铁需求持续强稳，以及国际钢铁价料将看涨的支撑下，相信钢铁领域有望持续大放异彩，使本地钢铁公司前景看俏。

这倒未必，LIONCORP 的 MEGASTEEL 依然有其过人之处。。 但钢铁价长期始终还是波动很大，之所以LIONDIV 的EPS会比较稳定(因为他有PARKSON)，再加上他拥有20%的LIONCORP 股权。。

以上只是我个人的看法，如有错误，请多多原谅。。。

以技术图表来说，Lionind 近期的股价走势正处于一个下降趋势之中。股价在过去7个交易日，有6天就属于开高走低格局。上周四，股价在1.60得到些许支持。相信1.57将成为下个支持点。

移动平均线：跌破了30天，14天和7天平均线。属于空头格局。
动量指标：它的短期动量指标持续处于O轴线下波动但也露出了疲态。
强弱指标：它的14日强弱指标已从56%拉回至周四的29.2%水平。
成交量:成交量连续4个交易日都在增加,但成交量依然未突破40天成交量平均移动线（VMA）水平以上。说明了卖压度还不是很强。
随机指标：周四跌破30％，所以随机指标发出股价短期下滑的讯号。以过去记录，股价出现技术反弹的机会率很高。

下周展望：Lionind股价在1.57会得到支持。根据12月至上周四的记录，Lionind股价有3次的小下跌调整。3次的下跌，在没巩固的情况就即刻出现反弹。这次的下调，相信历史也会重演，出现反弹。Lionind股价在1.57会得到支持，1.72为当前阻力点。除非下周有特别不利消息出来，不然以技术面来说Lionind股价下跌的机会已不大。只要市场一旦消化卖压后，Lionind将恢复它的上升势线。祝大家投资获利。

briansam_84

没错，虽然钢铁业的竞争相当大，但是在市场占有率和营业额之间，lionind一直都在维持，现在最重要的是lionind要尽力提高profit margin，不然再多的营业额也是徒然。lionind比其他公司的优势在于它拥有全球较大的销售路线，再加上欧洲和中国的钢铁需求量持续上升，钢铁价格提升也是再所难免。只要lionind加强与骨干销售商的关系，这将会是lionind获取价值的地方。

以上纯属个人意见，请多多指教。

blackhawk

LISTING'S CIRCULAR NO. L/Q :  29197 OF  2005
Kindly be advised that the abovementioned Company’s additional 329,000 new
ordinary shares of RM1.00 each issued pursuant the aforesaid Scheme will be
granted listing and quotation with effect from 9.00 a.m., Friday, 28 January
2005.

请问各位前辈，发新股会影响股价吗？
这几天lion ind 很不稳，又好像被大户丢货，钢铁不受看好了吗？



PROPOSED DISPOSAL OF 100% EQUITY INTEREST IN LION KLANG PARADE BHD (LKPB) FOR
RM1.00 AND THE SETTLEMENT OF INTER-COMPANY BALANCES BASED ON THE PROPERTY ASSET
VALUE OF RM109.642 MILLION TO BE ADJUSTED FOR THE NET TRADE ASSETS/LIABILITIES
TO BE TAKEN OVER BY TMW LION GmbH (PURCHASER) ON COMPLETION (PROPOSED
DISPOSAL OF LKPB)
We refer to the announcements made on 9 November 2004 and 9 December 2004 in
relation to the above and wish to announce that Bank Negara Malaysia had vide
its letter dated 25 January 2005 and received by us on 26 January 2005,
approved the advance to LKPB by Focal Quality Sdn Bhd, a wholly-owned
subsidiary of the Purchaser, to settle the inter-company balances owing by LKPB

to LLB Harta (M) Sdn Bhd.

As at the date of this announcement, the Proposed Disposal of LKPB is subject
to the approval, where applicable, being received from the security trustee,
the facility agent and/or holders of the bonds and debts issued by the Company
pursuant to the group wide restructuring scheme affecting the Group, for the
Proposed Disposal of LKPB.

小弟不是很明白这是福是祸， 可以指点吗？ LkPB是象subang parade这种零售业的？可以到哪找LKPB的资料？equity interest 是什么？

谢谢

金狮集团齐下的股项都跌的蛮重的,事出必有因。不知你们有什么内幕消息。可否分享？

至于Lioncor 和 Lionind的技术分析可到LC理财论坛参阅或点选下列连接链=>http://forum.lcmart.com/viewthread.php?tid=658
欢迎交流。

建能

哗，看来金狮一定是有什么问题，希望是钟廷森因为要过年才这样吧，要不然的话，Lioncor, Lionind, Lionfib今天都跌的非常狠，不会是成了地雷股？

只知道Lionfib因为大众持股不足而必须申请多一点的时间，其他的，看样子也不是什么好消息。

Uncomfortable with Lion
02-02-2005




Even as earnings recovery for the Lion group continues to unfold, we are growing increasingly uneasy with some of its recent corporate manoeuvres. We view Lion Forest Industries’ proposal to buy over Silverstone Corp’s tyre manufacturing business as just the latest in a series of less-than-positive developments.

One step forward, two steps back?
Lion spent the better part of the past four years untangling the group’s cross shareholdings and settled billions of ringgit in inter-company loans. The massive restructuring exercise streamlined its sprawling businesses into focussed units. Now, Lion appears to be heading back towards square one.

Lion Forest’s proposed acquisition of Silverstone Bhd, the unlisted tyre manufacturing subsidiary of Silverstone Corp, was clearly meant to help boost the latter’s severely diminished cash flow. Silverstone Corp is saddled with some RM594 million in net debt. Interest expense totalled nearly RM50 million in FY04.

Meanwhile, its tyre business is barely profitable due to intense competition and high rubber prices. Net profit fell from RM16 million in 2000 to just RM317,000.

This isn’t the first time Lion Forest is being tapped to support its sister companies. Last year, the company loaned RM100 million to Amsteel Mills (under Lion Industries) so that it could complete a meltshop facility.

Lion Diversified, which was to focus on the Parkson retail business, is building a direct reduced iron plant costing some RM310 million. The semi-processed iron product is to be used as feedstock in Megasteel’s operations (Megasteel is owned by Lion Corp). Lion Diversified is cash rich after disposing of its brewery business in China.

Expansion rather than debt cut
Under its restructuring plan, Lion identified some RM3.7 billion worth of assets for progressive divestment. Proceeds are to be used to pay down its debts. Instead, recent events suggest a broad expansionary strategy for the group.

Borrowings at the most indebted Lion companies have remained more or less unchanged. Lion Corp’s net debt remains at about RM3.9 billion despite vast improvement in Megasteel’s utilisation and profitability. Lion Industries has RM1.9 billion in net loans while Amsteel Corp’s gearing level is over 15 times.

Will Lion Forest continue to pay high dividends?
Lion Forest will pay RM267 million for Silverstone, including RM42 million in inter-company loan to Silverstone Corp. It’ll issue 26.5 million new shares as part-settlement while the balance is structured as staggered annual payments from 2006-2009.

As such, we’ll probably see minimal immediate impact on Lion Forest’s bottomline. Its paper and timber operations are doing well thanks to strong demand and high selling prices. The company was to pay out some 80% of annual net profits as dividend. We expected Lion Forest to be a high- yield stock. That’s less certain now.

In its announcement, management stated that the tyre business would require significant investment to expand overseas in order to stay competitive. Its new manufacturing venture in China is estimated to cost some US$30 million. Whether Silverstone can reverse its downtrend remains to be seen.

Note: This report is brought to you by Asia Analytica Sdn Bhd, a licensed investment adviser. Please exercise your own judgment or seek professional advice for your specific investment needs. We are not responsible for your investment decisions. Our shareholders, directors and employees may have positions in any of the stocks mentioned.

briansam_84

回首當年的貼，真的是感觸良多,慶幸當時沒有收到外界影響,Lionind 幫我開了番,令我堅持投資才是股票的正道.大家一起加油吧,不要再投機了,到頭來是一場空的.