【LCL 交流专区】LCL 集中分析区。

tn728202

原帖由 8years 于 18-6-2007 11:27 PM 发表
新的报告：goldman在5。2++买进，然后在rm6.2++卖出，看来6.2会有很大的阻力了，看来lcl可能要睡一段时间了

那里找到相關的資料的？

8years

http://www.bursamalaysia.com/web ... pany_announcements/

xzm

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。

8years

“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。。。。。。

Mr.Business

LCL机构子公司 受委刷新酒店客房
2007-6-18 22:26:09

（吉隆坡18日讯）LCL机构有限公司（LCL，7177，次板贸易服务组）宣布，其子公司LCL家具私人有限公司已接获Inter Heritage（马）私人有限公司的委任信，以从事吉隆坡喜来登帝王酒店的客房刷新工程。

LCL机构表示，这项价值420万令吉的计划，已从2007年5月8日开始动工，为期33周。

它称，它预料将对集团现财政年度的收益带来正面贡献。

http://www.kwongwah.com.my/kwyp_ ... /18/jj2007618_88917

scsiang82

起了这么多，现在调整了。。

xzm

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。

8years

在那里？？贴上来吧。

xzm

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。

LK-Park

在这里。。。
http://lkpark06.googlepages.com/LCL_CIMB_22-Jun-07.pdf

scsiang82

谢了。。。

8years

“We visited Dubai“
这样夸张？？分析到需要去dubai??

LK-Park

看那些中东的建筑照片，看到很爽。。

LK-Park

看那些中东的建筑照片，看到很爽。。

8years

我看到全部正在起着的建筑物都需要装修
不然那里可以住人
看到“Buildings under construction a common sight in Dubai“和“Bird’s eye view of some buildings under construction“
就知道需要多少钱装修了

malaysia装修佬一句话：平靓正
其他装修佬：贵靓正

33333

有兴趣，多少钱可以进

scsiang82

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.

wa1

今天5.90。。。各位有目標價消息？8.9？

LK-Park

Goldman Sachs 跑人了咯。。。
http://announcements.bursamalays ... 34A164?OpenDocument

LK-Park

..........................................