【LCL 交流专区】LCL 集中分析区。

amdfan

4.96...Like a dream
RM8.9....

Sold 4000 unit at 2.65

8years

现在我才知道lcl的project value越来越大

什么时候会拿500mil呢？？我最希望看到的是lcl能够进入日本市场，那才是代表着最优良品质的功夫。有可能吗？？

8years

完美的市场需求


Boom times in Middle East. The next few years are expected to be exciting times for
the Middle East IFO industry. In view of the ongoing construction boom, an
independent research study forecasts the Middle East IFO industry to be worth
around RM50bn annually over the next five years. This is close to 50x the size of
Malaysia’s RM1bn IFO industry. As an indication of the industry’s market size, the
Middle East imported close to US$5.5bn worth of furniture and interior products in
2006. This is projected to rise to US$7.5bn this year, 50% of which will be taken up by
the UAE and 30% by Saudi Arabia.

origen

我的妻舅有一个朋友是LCL的subcon，最近去middleeast办一场工后回来，准备要买benz slk，２００多千，他手上还有１５lotLCL，一ringgit多进的。
LCL真的是财神来的！

8years

如果可以拿走鬼佬的project，我们malaysia就出名了

Limited players for mega IFO projects. We understand that in the UAE, there are
only 5-10 major IFO players, non-listed companies like Depa Group which is believed
to have an order book of around DHM4bn-5bn (RM3.7bn-4.6bn), JC Maclean Group,
Greenline Interior and Leader Interior. LCL is one of the top 10 IFO players in Middle
East and is probably the only major Malaysian IFO company in the Middle East.

8years

现在真的打死我也不卖了

Cost overrun. Cost overrun is less likely for LCL than for other local contractors
undertaking jobs in the Middle East. Most of the IFO contracts span 6-18 months.
With the advance payments, LCL is able to purchase its raw materials and lock in the
raw material price at the early stages after securing the contract.
Furthermore, around 70-80% of its products like furniture, metal fixtures, ceiling,
stones and flooring materials are imported and fabrication is done at its factory in
Malaysia and not in the Middle East. Once completed, the products are shipped to the
Middle East and assembled/installed by workers stationed there.

8years

哈哈哈，对我来说最好的消息


Exposure to major clients. The group is very selective in its clients. Its two largest
clients in Middle East are the Emaar Group and Kerzner International, both of which
are internationally reputable companies and good paymasters.

8years

这么夸张？？最大的也看好？？现在打死我也不会卖

Who is Emaar Properties? Emaar is the largest listed company in the Middle East
[ 7 ]
and is 32% owned by the government of Dubai. It recorded DHM14bn revenue and
DHM6.3bn net profit in FY06. Shareholders’ funds totalled DHM30bn as at end-FY06.

ZheHui

8 年兄，你真的抓到一隻黑馬。
我看到口水直流喔。

現在要去找嘩梅止喝。

8years

其他的就不重要了，连最大的都可以“嘛“到变自己人，这就是已经够了。Emaar Properties给的project越来越大，就表示关系越来越好了。其他的就不用看了，就Emaar Properties就可以变成黑马了。very good paymaster and will give more and more project。想到就开心。谢谢lkpark的报告

8years

打死也不卖，好彩忍功够没有卖。。。。。

scsiang82

那不就买不到便宜货了。。。

siaolee2000

恭喜九年兄赚大钱，其实我有一个想法，你们可能觉得很可笑，除了投资，我更想成功创业，在将公司上市，为千千万万的股东创造价值，就好象LCL和KNM一样。

yusiang

我没那么大志，只想做LCL的subcon。

8years

好事，有康桃时记得介绍介绍。

LK-Park

不用客气。。

我是看到 os 兄的帖才开始留意 LCL 的。。
在 RM1.80 时没买，到 RM2.60 时也在忍。。
到上个拜五 RM3.32 时想买但是犹豫了一下，结果也没买到。。
这个拜一，才隔一个交易日就升到 RM3.80 了。。
然后快快买下，结果没有让我失望，三天就有了 30% 的纸上盈利。

LK-Park

好像负债满高和 cash flow 不是很好。。

http://lkpark06.googlepages.com/LCL7177.htm

siaolee2000

下星期会注册公司(Partnership)，打算一年后转成Sdn Bhd，十年内变成Bhd

8years

所以我才说这是打死也不卖的好消息

Who is Emaar Properties? Emaar is the largest listed company in the Middle East
and is 32% owned by the government of Dubai. It recorded DHM14bn revenue and
DHM6.3bn net profit in FY06. Shareholders’ funds totalled DHM30bn as at end-FY06.

公司高速成长的同时，cash flow和负债高少是没有办法的，因为是行业的关系。如果有一分钱就做一分钱的生意，那么就没有高速成长了。

project的business和其他不同，只要有project在手，没有钱也可以赚钱，当然paymaster最重要

Emaar Properties是very very good paymaster

8years

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