舉債來投資 MEGAN 值得嗎 ? （九）

klse.8k 你在什么地方？
我们需要你的意见

kcthye

原帖由 vincent_lcm 于 14-5-2007 02:02 PM 发表
自坏消息公布后，Megan已经下跌了约40％。有些朋友所蒙受的亏损可能还不止40％。以约$0.40的价钱，可不可以投资，是见仁见智的。个人认为以一家NTA>$2 兼赚钱（PE超低）的公司，目前价位是非常、非常的吸引人 ...

宣布PN17时就是买进的时机。

chinchai

Hi, Kawan Megan.

在这个 "彷徨无助, 左右为难, 思前想后, 不知如何" 的时候。

1. Megan 会好像 ANTAH = HUAAN 缩阳症后, 重组吗?

2. MEGAN 会好运气遇到好公司如 TANJONG 公平来重组吗?

3. MEGAN 目前状况, 到底是"人为"的吗 ? (目的何在)?

4. MEGAN 会去 PN 17 报到吗 ?  (你值得再守下去吗)?

希望以上的问题, 经过你自己的再思考, 会帮到你。。

.

阿S

原帖由 tingshuo2 于 14-5-2007 04:29 PM 发表
klse.8k 你在什么地方？
我们需要你的意见

一刚注册就喊人家出来，你像是幸灾乐祸，别有居心多些。

[ 本帖最后由 阿S 于 14-5-2007 05:08 PM 编辑 ]

gutt

不用怕拉，megan的公司就在我公司对面。

以前，每天看到生产线产生的垃圾/废物要倒，一堆堆。。
外面的马来jual pisang goreng 的，人山人海。。
现在，只不过，清清洁洁，冷清清而已。。

得空，我就到他公司门口帮你们8下，探听下那些员工的看法。。

y7k

小弟之前在0.60买进，当出现坏消息后的星期一就快快0.55卖了，

紧记得股神巴哥说的保本至上..

想不到跌势会如此之快，希望megan会快点有好消息

esj_joo

虽然MEGAN我是输钱，但是赚在经验。

小散户

等MEGAN回勇了才支持她...

奥萨马宾拉丁

原帖由 阿S 于 14-5-2007 05:07 PM 发表


一刚注册就喊人家出来，你像是幸灾乐祸，别有居心多些。

现在佳礼很多媒岸的卧底,还是小心唯上.(没有什么好讨论了,就讨论卧底吧!)

chukh1

原帖由 奥萨马宾拉丁 于 14-5-2007 06:17 PM 发表

现在佳礼很多媒岸的卧底,还是小心唯上.(没有什么好讨论了,就讨论卧底吧!)

比无间道还要好看..哈哈哈!!!

leomaster

卧底兄， 出来说两句吧。
我们不讨论megan的作业了。
讨论你的作业吧

请接受我的采访
一天要上几次cari megan? 多久一次？
谁的发言要特别记录？
老板多就要一次报告？
底薪多少，重要消息有会有comission吗？。。。。。。。

东邪

原帖由 chukh1 于 14-5-2007 06:20 PM 发表



比无间道还要好看..哈哈哈!!!

希望不会是无间道CD-PRO2版本

sunday365

阿哟哟！ 跌到我的眼睛冒火了。:@

MEGAN 阿 ， MEGAN 今天 SUNDAY365 当了条底裤也要陪你玩下去！:@ :@

我没奢望你涨到RM1.60, 只要你站回RM0.68 我就 Alhamdulillah！

piao2

弄出一个有阅读权限的帖子来，卧底就会想办法进来看看。嘿嘿。

我可能也是卧底哦

Mr.Business

Headlines: RAM downgrades Memory Tech’s rating after default on trade facilities
Date Announced:        09 May 2007
         
RAM has downgraded the long-term rating of Memory Tech Sdn Bhd’s (“MTSB” or “the Company”) RM320 million Bai Bithaman Ajil Islamic Debt Securities (2005/2012) (“BaIDS”), from A2 (with a negative outlook) to C3. The BaIDS carries a corporate guarantee from MTSB’s holding company, Megan Media Holdings Berhad (“Megan Media” or “the Group”). Concurrently, RAM has placed the C3 rating of the BaIDS on Rating Watch, with a negative outlook.

The downgrade is premised upon the failure of MTSB and MJC (Singapore) Pte Ltd (“MJC”, another wholly owned subsidiary of Megan Media), to repay their trade facilities amounting to RM47.36 million, which fell due on 27 April 2007. Based on the terms of the trust deed, this default on the trade facilities constitutes a cross-default on the BaIDS. As a guarantor for the BaIDS, Megan Media has 30 days to remedy this breach.

According to Megan Media’s management, the inability of MTSB and MJC to meet their debt obligations had been primarily due to a liquidity crunch arising from slow collections from trade debtors. These trade receivables are mainly from the Group’s trading business, which has unexpectedly burgeoned since RAM’s last rating review in November 2006.  Meanwhile, Mr George Yeo Wee Siong, formerly the largest shareholder of Megan Media, has reduced his equity from 10.22% (in November 2006) to only 1.94%, and has also ceased to actively participate in the Group’s daily operations. Given that Mr Yeo had been the co-founder and a key person in Megan Media, his abrupt exit may have some relation to the Group’s sudden shift in business focus.

Prior to the latest developments, the Group’s operating performance has still been fairly sustainable. Megan Media posted a pre-tax profit of RM51.74 million on the back of RM774.65 million of revenue for the first 9 months of FYE 30 April 2007; its pre-tax profit was only 2.6% lower than that of the previous corresponding period. RAM notes that the Group had been servicing the BaIDS until now. Nonetheless, RAM had revised the outlook on the rating to negative in July 2006, in view of our concerns about Megan Media’s increasing debt load to support its capital spending and the prevailing industry depression.

RAM understands that Megan Media’s management is currently endeavouring to facilitate a comprehensive, group-wide debt restructuring involving all classes of creditors, including the BaIDS holders. Megan Media will be meeting with the BaIDS holders and creditors to discuss this issue on 11 May 2007.

RAM highlights that the rating of the BaIDS will be downgraded further should the current cross-default (a material credit event in itself) remain unresolved after the prescribed grace period. RAM will closely monitor the further developments on this matter and make the appropriate announcements as and when necessary.

Analyst:
Elsie Tham
(603) 7628 1032
laiching@ram.com.my

http://www.ram.com.my/custom.cfm?name=press.cfm&id=1670

[ 本帖最后由 Mr.Business 于 15-5-2007 09:49 AM 编辑 ]

东邪

原帖由 piao2 于 14-5-2007 06:47 PM 发表
弄出一个有阅读权限的帖子来，卧底就会想办法进来看看。嘿嘿。

我可能也是卧底哦

要有权限很容易的，
去吱渣吹水一个晚上。。
权限都比我现在还多

8years

在malaysia那一种人的钱最难赚？？？
答案是： 印度人

那么印度人通常会派钱还是挖钱？？大家看着办吧。

piao2

就是咯，吹水一晚的怀疑就大。

不过，应该有当会员很久的，就像无间道里的刘德华。这样就难搞了。。。

还是继续吹水，反正不用本

DISHAN

原帖由 gutt 于 14-5-2007 05:11 PM 发表
不用怕拉，megan的公司就在我公司对面。

以前，每天看到生产线产生的垃圾/废物要倒，一堆堆。。
外面的马来jual pisang goreng 的，人山人海。。
现在，只不过，清清洁洁，冷清清而已。。

得空 ...

Oh my god!!!!!

sunday365

MEGAN 大股东到现在还没有出来护盘一下。就算假装Share Buyback或大股东进场几粒意思意思一下都没有！
BJCORP, BJTOTO 大跌时VT都会假装护盘一下。

现在局面两极化了。真的不知道底牌是什么！

不过愿赌就要服输。我就“赛浪”看他的底牌！

开牌！开牌！