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发表于 18-6-2007 11:40 PM
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发表于 18-6-2007 11:48 PM
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发表于 18-6-2007 11:50 PM
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回复 #279 8years 的帖子
当然，只要大股东还没卖票，我还是有一定的信心。
至于Goldman Sachs，它的真正意图是投资还是投机炒作，就不得而知。之前的ASIAEP，炒上之后，它就出货了。
其实我不是担心负债太大的问题，我是担心会不会有些之前的project收不回钱，而这些钱没被write off，仍在receivables中。如果这笔数太大的话，NTA分分钟都会变成负数。
如果我们假设所有的帐目都是正常的话，那么net cash generated from operating activities一直都是负数的原因就是每次赚到的钱都不足以应付下一个project的初始费用。
net cash generated from operating activities的一个算法是：
net cash generated from operating activities = 从客户收到的钱 - 给suppliers,employees的钱 - 还银行的利息 - 税
从这里可以看到，每年LCL从客户收到的钱都不足以还suppliers,employees，银行利息，税务。所以应该是大量入货，大量聘请新员工所致。 |
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楼主 |
发表于 19-6-2007 01:13 AM
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回复 #283 xzm 的帖子
“之前的ASIAEP，炒上之后，它就出货了“
不管是炒还是投资，今天的asiaep依然是在高峰期，goldman有很大的功劳。最少goldman已经将asiaep炒起来了，接下来要卖还是持有就投资者自己决定了。
不过asiaep本来就是一个泡沫，我认为应该卖，希望有asiaep的朋友应该立刻卖出，绝对不能持有，大股东和goldman已经出完票了。
不过也很有可能是goldman看到大股东在卖所以就卖完了。。。。。。 |
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发表于 19-6-2007 11:21 AM
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发表于 20-6-2007 12:46 PM
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发表于 22-6-2007 10:33 AM
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难怪LCL今早回升了一些。原来CIMB出了份company visit的报告。目标价依然是RM8.90。 |
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楼主 |
发表于 22-6-2007 10:37 AM
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发表于 22-6-2007 10:47 AM
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回复 #288 8years 的帖子
 要登录才可以看。
还是等LK-Park发上来吧，他有自己的空间可以上传。 |
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发表于 22-6-2007 10:47 AM
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发表于 22-6-2007 10:58 AM
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发表于 22-6-2007 11:01 AM
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发表于 22-6-2007 11:02 AM
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看那些中东的建筑照片，看到很爽。。  |
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发表于 22-6-2007 11:03 AM
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看那些中东的建筑照片，看到很爽。。 |
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楼主 |
发表于 22-6-2007 11:15 AM
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发表于 23-6-2007 09:03 PM
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发表于 25-6-2007 06:08 PM
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LETTER OF AWARD - ALAM WARISAN PROJECT AT PRECINCT 5, PUTRAJAYA
INTRODUCTION
LCL Corporation Berhad ("LCL" or " the Company") is pleased to inform that its subsidiary company, LCL Furniture Sdn Bhd ("LCLF") has on 23 June 2007, received a Letter of Award dated 22 June 2007 from IJM Construction Sdn Bhd ("IJMC") for the Proposed Supply, Delivery and Installation of Interior Design Fit- Out and all associated works on the Sub-Contract works for Package 3 of the Proposed Alam Warisan Project at Precinct 5, Putrajaya for a contract sum of RM7,652,858.44 ("the Project").
DETAILS OF THE PROJECT
The date of possession of site is 6 July 2007 and the date of completion shall be 18 January 2008 which is 28 weeks from the date of possession of site. The payment terms are based on the monthly progress claims based on certification of work done and such payment shall be made by IJMC within 14 days from the claims thereof. All payment shall be on a back to back basis whereby IJMC will only make payment to LCLF upon receipt of the same from the employer, Putrajaya Holdings Sdn Bhd. The said Letter of Award is available for inspection at the registered office from Monday to Friday between 9 am to 5 pm.
FINANCIAL EFFECT
The Project is expected to enhance the earnings of the Group but does not have any material effect on the net asset per share, gearing, share capital and substantial shareholders of the Group.
APPROVAL REQUIRED
The Board of Directors , after due consideration, is of the opinion that the Project is in the best interest of the Company. The Project being incurred in the ordinary course of business, is not subject to the approval of the shareholders or any relevant authorities.
DIRECTORS' AND MAJOR SHAREHOLDERS' INTEREST
None of the directors or major shareholders or persons connected to them have any interest, whether direct or indirect in the Project. |
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发表于 25-6-2007 06:20 PM
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发表于 25-6-2007 06:42 PM
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发表于 25-6-2007 06:42 PM
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.......................................... |
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