【~~thomas2~~ 个人专区】T2的投资组合和部落...

elvingan

原帖由 thomas2 于 26-6-2007 03:09 PM 发表


竟然不但不上100，还要倒回下跌。。
又是区域指数回退的一天。。。

对啊!!
看,又在下跌了!!
但云顶今天居然标高了,还好我没看
走眼!~!!

thomas2

原帖由 elvingan 于 26-6-2007 03:19 PM 发表


对啊!!
看,又在下跌了!!
但云顶今天居然标高了,还好我没看
走眼!~!!

bonia 和bstead都不错 各起了 0.07和0.22

thomas2

上海指数和香港的指数都转绿了。。

elvingan

这两天只是上星期的套利罢了,
如有资金还能趁低吸购!!!

thomas2

原帖由 elvingan 于 26-6-2007 04:09 PM 发表
这两天只是上星期的套利罢了,
如有资金还能趁低吸购!!!

现在有点乱，不敢轻举妄动。。。

不过或考虑买IPO...

thomas2

（吉隆坡25日訊）撤銷上市次板的農業化學製造大資控股（Hextar Holdings），將退還認股資金給申請者。

證券監督委員會（SC）今日發佈文告說，要求撤銷上市次板的大資控股，透過諮詢銀行大馬投資銀行（AmInvestment Bank），以及發行公司大馬發行所（MIH），退還認股資金給申請者。

馬證交所將緊密監視整個流程，以確保所有認股資金將會有規則及按時退還給所有申請者。

原定本月21日上市次板的大資控股，因遭證券監督委員會要求，提呈最新財務數據以審批上市計劃，導致無法如願上市。

另一方面，公司今天稍晚向馬交所報備說，目前面對稅務問題，將會影響業績未來表現。

公司會在10個交易日內退款，並不排除日后再尋求上市。

thomas2

又是红红的一天,但stareit在这个时候站回了历史的最高点。。。

thomas2

stariet 1.100  (+0.02)
titan 1.600 (-0.02)
ytlpowr 2.36 (-0.02)
media 3.08(0.00)
atruim  0.975 (-0.015)

thomas2

http://www.tradewindscorp.com/01corporate_frame_subsidiaries.html

这件公司的董事很奇怪，全部都是非执行董事，non-executive...

thomas2

bursamalaysia 还能不能买进呢？？

上市公司不断的私有化，合并等等动作让bursa挂牌的公司慢慢的减少了。。。

目前的上市公司只有1012 相比去年的1027少了15家。。。

main board:640 (649,2006)
second board:243 (250,2006)
Mesdaq :129 (128,2006)

thomas2

YTLPOWER 今天好像吃了泻药，一整天都是红的，可是YTL CORPORATION起了。。。
真的是不解。。

有谁知道发生什么事？？

thomas2

ATRIUM REAL ESTATE INVESTMENT TRUST
Subject        :        NET ASSET VALUE ("NAV"

Contents :

NAV per unit as at July 6, 2007 is RM1.008


这是公司nav在上市后的新高。。。

thomas2

BoNIa,PADINI,CHeetah这几天都在起，有什么好消息吗？？

thomas2

電力股評級不變 政府檢討天然氣補貼影響微 - Wednesday, July 11, 2007

(吉隆坡10日訊)隨著政府可能會很快調整工業天然氣的價格，預料這將會加重電力領域的成本，惟國能將可透過提高電費的方式抵消衝擊。

根據報導，國際貿工部部長拿督斯里拉菲達表示，政府決定對天然氣領域進行全面性的檢討，以確保不會過度補貼，政府希望業者更有效率的使用天然氣。無論如何，拉菲達並沒有透露政府何時開始以及結束檢討。

根據來自國家石油(Petronas)的資料顯示，國家天然氣補貼再07財政年度達到了160億令吉，這比06財政年度的140億令吉高出 9.1%。在這當中，電力領域是最大的獲益者，總共佔補貼的75%，或相等於120億令吉.包括小工廠、商業以及住宅用戶的補貼達到40億令吉，這比06 財政年度的數字高出了39%。

目前，供應電力領域的天然氣價格固定在每mmbtu6.4令吉。至於消費與商業用戶的價格則是每mmbtu10令吉到18令吉。除了數量的因素外，補貼也因為國際天然氣價格的上漲而增加。目前，國際天然氣的價格為每mmbtu到6美元。如果油價持續提升，那麼預料天然氣的價格也將持續增加。

減少政府所提供的天然氣補貼已經不是一個新聞，但是大馬研究分析員認為，這將會是漸進式的。至於政府檢討的時間，分析員不認為這能夠在今年內完成。

亞歐美投資銀行分析員指出，根據敏感性分析，氣體價格上漲5%，對膠手套業者的衝擊也將微不足道，同時業者也可將新增成本轉嫁給客戶。

此外，分析員認為這對電力領域的衝擊並不大。對獨立發電商來說，大多數的天然氣－火力發電廠能夠將成本轉嫁到國家能源（TENAGA，5347，主板貿服股）。

對國家能源來說，雖然該公司沒有提供明確的答案，但是該公司管理曾不只一次向股東保證，該能夠將成本通過調整電費，轉嫁到消費者身上。

拉昔胡申研究分析員指出，根據他們向國家能源管理層了解，國家能源已經與國家石油達成協議，兩家公司將維持目前所承諾供應的1350mmscfd的價格。無論如何，新增供應量的價格可能需要更加貼近市場價格。

總的來說，分析員並不認為這將會對國際能源帶來重大的影響，因為該公司未來五年的新工廠主要都是煤炭發電。

拉昔胡申研究分析員維持對國家能源「超越大市」的評價，合理價格為14.8令吉。

大馬研究分析員維持對電力領域「加碼」的評價，而且維持對國家能源以及楊忠禮電力(YTLPOWR，6742，主板基建股)「買進」的評價

thomas2

首要媒體澄清符合廣告條例 - Tuesday, July 10, 2007

（吉隆坡9日訊）首要媒體（MEDIA，4502，主板貿服股）澄清，其海外商業廣播的比率僅佔15到20%，而不是外傳的80%，因此新的廣告條例，對它的影響並不會很顯著。

首要媒體是針對大馬製造(MIM)條例，而發表文告做出澄清，這個條例是要求國內電視台最多只能夠有30%的海外廣告，也就是說，至少70%的商業廣告必須是國內製造的，這將協助國內產品的發展，以及保留本地的文化和價值。

首要媒體表示，其海外商業廣告少過15到20%，並將尋求大馬通訊和媒體協會，能源、水供和通訊部及文化與藝術部的最後澄清。

再綜合了該集團旗下的4個電視頻道後，拉昔胡申研究分析員認為，該公司的確符合大馬製造的條例，不過，某些頻道如8TV和NTV7，則無法符合條例中的規定，尤其是6點至10點這段黃金時間的廣告。

他指出，若政府是根據每個頻道來規定其大馬製造條例，相信這將打擊首要媒體的收益成長。

該分析員表示，基於目前該股股價已全面反映其價值，因此重申該股「跑輸大市」的評級，並根據其08財政年20倍本益比，給予其3.03令吉的合理價格。

thomas2

Outperform on Starhill REIT


Macquarie Research is maintaining an "outperform" on Starhill Real Estate Investment Trust (REIT) which should continue to benefit from a healthy retail market.

It said last Friday the Visit Malaysia Year 2007 campaign was expected to draw more tourists to Kuala Lumpur, which would benefit retailers in the prime shopping district, such as Starhill REIT. "We believe domestic consumer spending may be boosted as the multiplier effect from the Ninth Malaysia Plan filters through," it said in a research note.

The research house said over the coming months, there could be some novation of the subleases fromAutodome, which is owned by YTL Corp Bhd, to the REIT.

Autodome has the master lease, which accounts for more than 40% of the rental income from Starhill Gallery and Lot 10. This would be positive for Starhill REIT as the underlying rentals of the subleases are higher than Autodome's lease rates.

Starhill REIT's net income for the year ended June 30, 2007 (FY07) more than doubled to RM72.69 million from RM35.91 million in FY06, due to new rentals and higher rental rates.

It declared a final income distribution of 2.1529 sen per unit, totalling RM25.38 million.

thomas2

Aseambankers: Atrium REIT to gain from 3PL services

Atrium REIT, a laggard among Malaysian REITs (M-REITs), stands to gain from the growing third party logistics (3PL) services in Asean and a potential cut or waiver of withholding taxes for M-REITs in this year's Budget, according to Aseambankers Equity Research.

The research house has initiated coverage on the company with a "buy" call at RM1, and a discounted cash flow-based target of RM1.28, suggesting 34.2% total returns over the next 12 months, capital gains of 28% and net dividend yield of 6.2%.

Atrium primarily owns 3PL properties leased to subsidies of multinational companies like CEVA (TNT) Logistics, Excel and DHL.

Aseambankers said Atrium had undeservingly lagged its peers, having risen 7% since its listing on April 2 this year against M-REITs' 21.7% over the period.

It added that Atrium was set to benefit from the growing global 3PL market, which had immense potential in Asia, where such services were still done in-house.

According to Frost & Sullivan, it is estimated that the 3PL market in Malaysia is expected to grow at 8% to 9% over the next two years to US$3.54 billion (RM12.2 billion) in 2007.

Aseambankers said: "M-REITs are generally benefiting from asset reflation; supported by high dividend yields and potentially a cut or waiver in withholding taxes. With Atrium's long lease structure (five to six years on average), it will have a slow but stable income stream with distribution yields of 8% at 95% payout. This excludes imminent earnings accretive acquisition opportunities by Atrium and potentially higher dividend yields arising from higher payouts of 95% to 98% to reward shareholders."

It said Atrium had set out to surpass one million sq ft of net lettable area (NLA) from the present 800,000 sq ft within a year of listing, and to double it over the next five years.

"We believe this five-year target is achievable as early as next year. Its promoters have recently been contracted to build two new logistic properties with 580,000 sq ft of NLA, and currently owns another 218,000 sq ft of warehouse space in Beijing," it said.

The research house said Atrium's gearing of 25.7% as at March 21, 2007 had the capacity to take on additional borrowings of RM35.5 million.

At its present 7.5% net property yield and borrowing cost of 4.5%, it said this could translate into an additional 0.8 sen per unit of incremental net profit or 84bps of additional yield, bringing FY08 gross dividend yield to 8.8%.

thomas2

原帖由 thomas2 于 17-7-2007 05:43 PM 发表
Outperform on Starhill REIT


Macquarie Research is maintaining an "outperform" on Starhill Real Estate Investment Trust (REIT) which should continue to benefit from a healthy retail market.
...

从目前的股价看来好像还是一般，主要还是他的expansion比较缓慢，因为都是向往一些更高级的购物广场。。。

thomas2

原帖由 thomas2 于 17-7-2007 05:44 PM 发表
Aseambankers: Atrium REIT to gain from 3PL services

Atrium REIT, a laggard among Malaysian REITs (M-REITs), stands to gain from the growing third party logistics (3PL) services in Asean and a  ...

今年对于REIT的税务率好像没去年那么激励的被讨论，不过还是希望预算案能有正面的宣布，否则大马REIT还是很难与sg 或是hk REIT那样吸引外资。。。

thomas2

ATRIUM REAL ESTATE INVESTMENT TRUST


SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/06/2007	30/06/2006	30/06/2007	30/06/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	3,316	0	3,316	0
2		Profit/(loss) before tax	2,517	0	2,517	0
3		Profit/(loss) for the period	2,517	0	2,517	0
4		Profit/(loss) attributable to ordinary equity holders of the parent	2,517	0	2,517	0
5		Basic earnings/(loss) per share (sen)	2.07	0.00	2.07	0.00
6		Proposed/Declared dividend per share (sen)	2.00	0.00	2.00	0.00