【LCL 交流专区】LCL 集中分析区。

eiji1108

開始抄了 >_< ~~

scsiang82

OSK Research maintains Buy on LCL Corp

Updated : 04-10-2007
Media : The Edge
Story By : N/A
via www.biznewsdb.com
Mail this story or page to friend(s).

OSK Investment Research is maintaining its Buy call on LCL Corporation Bhd with a target price of RM6.80 based on a series of promising joint ventures in United Arab Emirates and Kazakhstan.

¨Combining an opportunity in securing contracts worth RM570 million in Kazakhstan over the span of six years and a short-term outlook for LCL to further secure additional contracts worth more than RM200 million, we remain upbeat on LCLˇs profitability prospects,〃 said the report.

The key highlight in Dubai would be the near completion of the The Palm, Atlantis Hotel and Dubai Mall Hotel interior fit-out (IFO) works. Both contracts total up to RM230 million, and are scheduled to be completed towards end-2007.

Both projects would be the pinnacle of success for LCLˇs works in Dubai, and enable the company to branch out LCLˇs brand name throughout the Middle East.

¨Our discussion with LCLˇs management team also reveals that currently LCL is in the midst of negotiation for two IFO works to be carried out in the Palm Jumeirah Islands valued at approximately RM100 million each,〃 it said.

Assuming a best case scenario, if LCL were to be successful in obtaining both contracts, this will result in an order book size of RM1 billion by year-end.

OSK Research was optimistic on LCLˇs Middle East venture for it would be the key driving point for its performance in FY08 and FY09 while ventures in other regions will play a secondary role.

¨We remain upbeat on LCLˇs Middle East ventures which could potentially contribute more than 50% of its FY08 turnover. Large contract size, high profit margins and attractive payment terms are some of the key points of placing a much higher attention into this region,〃 said the research house.

While there was a burgeoning market size in Kazakhstan in particular the capital city of Astana, it believed the overall interior fit-out market was still in its infancy stage and is yet to hold a substantial portion in LCLˇs revenue.

It said the LCL JV had completed projects worth RM23 million and the JV was now working on projects worth RM11.4 million, and was negotiating for projects totalling more than RM350 million.Presently, the average fit-out price per square metre in Kazakhstan is the highest at US$1,000 to US$1,500 (RM3,500 to RM5,250). In Malaysia, the average price is approximately US$300 to US$400 while in Dubai, the average price is approximately US$500 to US$800 per square metre.

OSK Research also said LCL would see the Malaysian market now taking a back seat with domestic turnover capped at a maximum of 25% of total revenue. The emphasis on offshore markets was due to higher margins and a larger market for high-end IFO works.

It revised its FY08 earnings estimate upwards by 10.9%. Applying an average regional PER 10 times, it reached an upward revised target price of RM6.80 or 19.3% upside. This translated to a PE of 10 times pegged towards FY08.

http://www.biznewsdb.com/english ... bulan=10&kw=lcl

eiji1108

第二个机会溜走了。。。还会再去到RM6.XX 吗 >_<~~
都已经推到XX 价与PUBLIC SALES 了 -___-lll
天啊 ~~请再给我一个机会

股友

刚刚和我公司买了百多万的工厂。

8years

感谢资料。

scsiang82

是什么工厂呢？？

eiji1108

是指OFFICE外面的店吗??

她的男人

Company Name	:	LCL CORPORATION BERHAD
Stock Name	:	LCL
Date Announced	:	08/10/2007

Subject

:

LCL- EMPLOYEES' SHARE OPTION SCHEME ("SCHEME")

Contents :

Kindly be advised that the abovementionedCompany’s additional 70,000 new ordinary shares of RM1.00 each issuedpursuant to the Scheme will be granted listing and quotation witheffect from 9.00 a.m., Wednesday, 10 October 2007.

scsiang82

最近也没有什么新闻，有没有新的research report?

8years

等待着private placement的消息，应该会和project一起公布，那时候就是一飞冲天的时候。现在就只能等。private placement实在是让股价低迷了很多时候。

scsiang82

private placement的价钱如何定呢？？也会冲淡盈利。。

8years

private placement后肯定有好没有坏，只是问题因为private placement，所以大户不会公开市场买，每个人在等private placement（10%discount）才买。

所以就变成成交量非常静。

private placement后对盈利有超大好处 如何有好处，要自己研究咯

eiji1108

如果會是一飞冲天的話。。。我願意等

只是我怕還沒有等到又遇到美國大跌。。又大調整

最近的新聞有關於KAZAKHSTAN PROJECT 的。。。在STARBIZ(15/10/07) 。。。可是我很懶惰post  : P ~~

P/s:據我所猜。。。public placement 的價錢好像還沒log in ...(買賣自負)

8years

如果一confirm了private placement 的价钱，就会飞了。每个大户都不肯买进就是为了压低private placement的价钱。不过压了那么久价钱都没有跌，可以知道定价后会怎样冲

只怕在等待的同时美国大跌，不过好彩最近走势都很稳。

eiji1108

但是我有預感馬股很快就會大調整了(猜而已)。。。因為最近的那些馬來股升到 bah bah 聲(硬硬推)。。。然後我家附近的路都埔到七其八八了 : P ~~ haha

希望不要發生。。。因為我還想賺一些錢。。。再拿一點花紅好過年的說

8years

马来股是为了月尾的东部计划推上来的。大选肯定不会今年

我只怕美国，最怕11月头。。。。。。10月到尾都不会有什么大事发生。

eiji1108

話口未完 。。。米國就跌個三百幾點給你看。。。

希望下個星期一不要有太大的波動就好了

eiji1108

個人覺得應該是有人扶著。。。在最後幾分鐘一度把跌幅縮小到 0.15 。。。卻不懂那個PK又在最後幾分鐘把跌幅拉到0.30

衰收尾。。。

P/s:希望今晚米國要生生性性啊

scsiang82

LCL CORPORATION BERHAD ("LCL")

PRIVATE PLACEMENT OF NEW ORDINARY SHARES OF RM1.00 EACH IN LCL ("LCL SHARES") REPRESENTING NOT MORE THAN 10% OF THE ISSUED AND PAID-UP SHARE CAPITAL OF LCL ("PLACEMENT")

Contents :

We refer to the announcements dated 30 July 2007, 17 September 2007 and 2 October 2007 in relation to the Placement.

On behalf of LCL, CIMB Investment Bank Berhad wishes to announce that 6,420,800 new LCL Shares (“Placement Shares”), representing approximately 10% of the issued and fully paid-up share capital of LCL as at 22 October 2007 have been successfully placed out on 23 October 2007 at an issue price of RM5.60 per Placement Share and are pending listing of and quotation on Bursa Malaysia Securities Berhad. The issue price of RM5.60 per Placement Share represents a discount of approximately 1% to the 5-day volume weighted average market price of LCL Shares up to 22 October 2007 of RM5.65.

from: http://announcements.bursamalays ... 633677?OpenDocument

股友

在bukit angkat，kajang。四间排厂，价值RM1，200，000