【KNM 7164 交流专区1】科恩马

guangguang

KNM (stock code 7164)

Chart wise : Waiting for the right time ……………
KNM had on 29/12/2009 crossed over
the immediate high of RM0.755 (17/12/2009) to reach a
day high of RM0.76 before settled at day high.  

Next Potential Upside Target : An upside violation of
RM0.76 level would likely see KNM to trade upward with
next upside target at RM0.80 – RM0.82.  

Entry Level  : Risk taking traders may establish buying
position at RM0.75.

Stop Loss Level : Once a buying position is being
established, a stop loss level at  RM0.71 level  must be
placed for risk capital protection purpose followed by
trailing stop loss strategy.

slutodomo

回复 2501# guangguang
epf 的holding快到13%了，一定是有内幕的。。。。。。。
http://mystockfolio.blogspot.com/2009/12/epf-continues-to-acquire-knm-shares.html
Name : Employees Provident Fund Board
NRIC/Passport No./Company No. : EPF ACT 1991
Nationality/Country of Incorporation : Malaysia

Address:
Tingkat 19, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur

Descriptions (Class and Nominal Value):
Ordinary shares of RM0.25


Name and Address of Registered Holder:
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.


Details of Changes

Date of Notice : 23/12/2009

Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 22/12/2009 Acquired 3,248,600 -
2. 23/12/2009 Acquired 2,000,000 -


Circumstances by reason of which change has occurred:
Acquisition of shares by EPF

Nature of Interest:
Direct

Consideration:



No of Shares Held After Changes:
Direct : 511,195,504 shares (12.9500%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 511,195,504 shares

Remarks:
1. The Company had on 29 December 2009 received the Notice of Change in the
Interest of Substantial Shareholder (Form 29B) dated 23 December 2009.
2. Percentage interest is based on the total issued and paid-up share capital
of the Company less treasury shares held as at 29 December 2009.


Submitted By:
Ir Lee Swee Eng

slutodomo

wkgareth85

回复 2501# guangguang

哗， 听到这样就放心咯。。。。。应该还可以再等吧！！！

guangguang

回复  guangguang
epf 的holding快到13%了，一定是有内幕的。。。。。。。

slutodomo 发表于 30-12-2009 09:36 PM

酱是KNM被看好吗？

内幕是怎么说？？？

tungstar

希望可以到达我想要的。

wkgareth85

今天上到0.8， 我就把他卖掉。。。。。

dicman

这次涨潮目标到RM1能吗？
持有到年中，应该会过RM1吧。

阿波羅1號

回复 2508# dicman

炒股還真的不好說，不過油價一直在起，感覺上還蠻有機會的（個人覺得）

maomao2

回复 2507# wkgareth85


    承大大贵言，真的RM0.80了。。。卖了吗。。。

slutodomo

guangguang

回复  wkgareth85


    承大大贵言，真的RM0.80了。。。卖了吗。。。
maomao2 发表于 4-1-2010 05:49 PM

哈哈 现年0.81 了。 还在起， 怎么舍得卖呢？？
通常人有“贪”欲， 总想要更多 很难有纪律的去投资的！

wkgareth85

哈哈， 我从来都不贪心的， 就算知道他会上， 也是会跟他卖掉的
因为我觉得赚些就够了， 其余的让想赚的人去赚。我昨天就卖出去了！！

dicman

有赚就好。只要自己的目标达到，直接套利。
每个人的目标都不同，这样才会股市流通。

slutodomo

KNM - PROPOSED INTERNAL RESTRUCTURING
1. INTRODUCTION

The Board of Directors of KNM wishes to announce that on 7 January 2010, KNM / KNM’s subsidiaries (“Vendors”) have entered into the relevant Shares Sale Agreements (“SSA”) with KNM / KNM’s subsidiaries (“Purchasers”) to implement the Proposed Internal Restructuring (“Proposed Internal Restructuring”). The Vendors and the Purchasers are wholly owned subsidiaries of KNM. The details of the Proposed Internal Restructuring are set out in Section 2 below.


2. DETAILS OF THE PROPOSED INTERNAL RESTRUCTURING

The Proposed Internal Restructuring shall entail the transfers by the Vendors of their equity interests in companies (“Target Companies”) to the Purchasers as summarised in Appendix I.

The transfer consideration in respect of the Proposed Internal Restructuring shall be determined based on the Vendors’ cost of investment (“Transfer Consideration”). The Transfer Consideration shall be satisfied via cash/debts owing by the Purchasers to the Vendors.

The Vendors shall transfer to the Purchasers the shares held in the Target Companies (“Sale Shares”) free from all charges, liens, restrictions against transfers, encumbrances and other third party rights of whatsoever nature together with all rights attached thereto with effect from 1 January 2010 (“Effective Date”). Voting rights on the Sale Shares shall be passed to the Purchasers on Completion Date.

Notwithstanding that the legal title in and to the Sale Shares shall be passed from the Vendors to the Purchasers only on the Completion Date of the SSA, the economic interests in the Sale Shares shall be passed and transferred to the Purchasers effectively from the Effective Date.

KNM and its subsidiaries (“KNM Group”) are not expected to record any gain/loss from the Proposed Internal Restructuring. The current KNM Group’s structure before and after the Proposed Internal Restructuring is depicted diagrammatically in Appendix II.


3. RATIONALE OF THE PROPOSED INTERNAL RESTRUCTURING

The Proposed Internal Restructuring is undertaken to streamline and realign the businesses and business units for the Caspian Region into the respective and distinct geographic locations. The Target Companies are presently dormant and will be activated to bid and undertake future projects in the Caspian Region.


4. EFFECTS OF THE PROPOSED INTERNAL RESTRUCTURING

The Proposed Internal Restructuring will not have any effect on KNM’s share capital, substantial shareholders’ shareholding, gearing, consolidated earnings and earnings per share for the financial year ending 31 December 2010. There is no impact to KNM’s consolidated net assets or net assets per share either resulting from the Proposed Internal Restructuring.


5. APPROVALS REQUIRED

The Proposed Internal Restructuring is not subject to the approvals of any governmental authority and/or the shareholders of KNM.


6. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST

None of the Company’s Directors and/or major shareholders or persons connected to them has any interest, direct or indirect, in the Proposed Internal Restructuring.


7. EXPECTED TIME OF COMPLETION

Barring any unforeseen circumstances, the Proposed Internal Restructuring is expected to be completed by the mid 2010.


8. DOCUMENTS FOR INSPECTION

The SSAs are available for inspection at KNM’s registered office at No. 15 Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan during normal office hours from Mondays to Fridays (except public holidays) for three (3) months from the date hereof.

slutodomo

Substantial Order secured by KNM Group Berhad’s subsidiary amounting to approximately RM143 million
1. Introduction

KNM Group Berhad (“KNM”) is pleased to announce that its wholly owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) and its affilliated company, KNM Projects (Thailand) Co. Ltd (“KNMPT”), had on 7 January 2010, collectively secured a substantial new order (“the Order”) amounting to Baht 1.3 billion (equivalent to approximately RM143 million based on the exchange rate of Baht 100 : RM11.02) from Impress Ethanol Co. Ltd for its Bioethanol Project in Thailand (“the Project”).

The Project involves the engineering, procurement, construction and commissioning (“EPCC”) of a 200,000 litres per day cassava based bioethanol plant in Chachaengsao, Thailand and is expected to be completed within 18 months.


2. Information on KNMPS and KNMPT

KNMPS was incorporated as a private limited company under the laws of Malaysia on 28 June 1990. Its registered address is at 15 Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan. KNMPS is principally involved in the design, engineering, procurement and manufacturing of process equipment, including without limitation pressure vessels, reactors, columns and towers, drums, heat exchangers, air finned coolers, process gas waste heat boilers and specialised shell and tube heat exchangers, condensers, spheres, process tanks, mounded bullets, process skid packages and turnkey storage facilities as well as technical and project management services in relation to process equipment, plant facilities and general facilities for the oil, gas, petrochemicals, minerals processing and renewable energy industries worldwide.

KNMPT was incorporated on 17 November 2009 as a private limited company under the laws of Thailand and having its registered address at 19/125 Sukhumvit Suite , 13th Floor, Soi Sukhumvit 13 (Saeng Chan), Sukhumvit Road, Klongtoey Nua, Wattana, Bangkok 10110, Thailand. Its registered capital is THB4,000,000 comprising 40,000 ordinary shares of THB100 each. KNMPT is principally involved in the provision of design, engineering, procurement, construction and commissioning and all other related services for the oil, gas, petrochemical, minerals processing, biofuel and energy industries. KNMPT is effectively a 73.48% owned subsidiary of KNM.


3. Approvals

The award is not subject to the approval of the shareholders of KNM or any regulatory authority in Malaysia or elsewhere.


4. Directors' and major shareholders' interest

None of the directors or substantial shareholders of KNM, or any persons connected to them, has any direct or indirect interest in the above secured Order.


5. Effect of the Orders

The above Order is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2010 and 31 December 2011

slutodomo

现在知道epf为何买入那么多了。应该陆续有来

tk123

[b]KNM 荣获-亚洲周刊-全球华商一千最绩优企业大奖。/b]

tk123

DJ MARKET TALK: Maybank Keeps KNM Group At Buy; MYR1.02 Target   
  
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0755 GMT [Dow Jones] STOCK CALL: Maybank Investment keeps KNM Group (7164.KU) at Buy with unchanged MYR1.02 target (based on 12X 20111 EPS); says MYR143 million job win from Impress Ethanol for bioethanol project will lift group's outstanding order book to over MYR2.0 billion. "Assuming a 20% gross margin, we expect this EPCC contract to contribute MYR10 million in net profit, to be substantially recognized in 2010-11," says analyst Andrew Lee. Still, broker keeps forecast for now; "we view 2010 as an order book recovery year whilst substantial earnings will be seen in 2011." Adds, stock fundamentals are at "cusp of recovery" while "investor confidence should increase once more new orders come in," says Lee. Stock last down 0.6% at 79.5 sen. (KPL)

guangguang

ChinaPress.com 更新: January 9, 2010 01:51


油價升勘採增
科恩馬熱不可擋
（吉隆坡8日訊）隨著國際原油價格大起，石油勘採計劃將增加，券商看好科恩馬（KNM，7164，主要板工業），預計公司將在今年獲得更多油氣工程。
在沉寂3個月后，科恩馬子公司日前剛獲頒泰國一項價值13億泰銖（約1億4300萬令吉）的生化乙醇（Bioethanol）合約，負責採購、建築及委外工作，這項工程將為公司帶來可觀盈利。

消息傳出后，科恩馬與旗下憑單，今日交投熾熱，成10大熱門股。

休市時，科恩馬成交量達2182萬6400股，報79.5仙，跌0.5仙；科恩馬-CB早盤成交量達946萬3500股，平盤報8仙。

但僑豐投資研究指出，科恩馬2010年的營業額預計可達28億令吉，上述工程僅佔其中5%。

該行在報告指出，隨著原油價格飆升超過每桶80美元（逾270令吉），相信公司接下來將陸續接獲許多大型工程，如Verwater公司的5至6億令吉工程、沙地阿拉伯煉油廠部分工程以及西澳的油氣工程。

聯昌證券研究指出，科恩馬目前訂單總額約29億令吉，預料可讓公司持續忙碌至2011年。

報告指出，雖然科恩馬長期獲利理想，但短期內未見任何中期工程訂單，因此將密切留意公司未來6個月的情況，並給予“落后大市”的評價，但目標價格略微上調至68仙。

閉市時，科恩馬報79仙，跌1仙，成交量3109萬8000股；科恩馬-CB報8仙，無漲跌，成交量1185萬100股。