风起云涌之－－Olam Int'l 奥兰国际*25-05-2010*

弹煮

恭喜。
以后就可以多用一个工具帮助减低投资风险。

prestigio

原帖由 蚂蚁小弟 于 12-11-2007 06:17 PM 发表
助人为快乐之本
各位看官，学了过后欠小弟一块苏打饼+一杯热Milo做学费
谢谢

蚁兄，不要咸煎饼了吗？

蚂蚁小弟

哗～！！
陈年旧事了...
那个很油腻，吃多了不好，会好像那条龙那么胖的...

风起云涌

你们还真的很可以下

感谢蚂蚁大大教学分享－－感激中－－其实蛮感慨的

这楼其实是打算经验为我我长线投资－－标题放的那三只可以是我三－五年的票仓－－投机的只打算在一路向北楼内分享－－也难得间中有SUNWAY－TIMECOM友情客串下

最后－股海始终能拥有些蓝筹股－高股息股才是正道－－进进出出的日子不能持久－机会来了就好好把握－－愿大家在佳丽的旅途－股海的征途是愉快丰收的

蚂蚁小弟

也谢谢你的分享，
小弟认为，进进出出，其实是要筹钱买正道的股...

我常常说，"现在的终极目标，72粒的PBBANK"

弹煮

还真的是“友情客串”呢，哈哈！

风起云涌

原帖由 弹煮 于 12-11-2007 06:48 PM 发表
还真的是“友情客串”呢，哈哈！

期待一浪接一浪高潮的说

原帖由 蚂蚁小弟 于 12-11-2007 06:46 PM 发表
也谢谢你的分享，
小弟认为，进进出出，其实是要筹钱买正道的股...

我常常说，"现在的终极目标，72粒的PBBANK"

我们都需要努力多一点

风の信使

原帖由 蚂蚁小弟 于 12-11-2007 06:46 PM 发表
也谢谢你的分享，
小弟认为，进进出出，其实是要筹钱买正道的股...

我常常说，"现在的终极目标，72粒的PBBANK"

我也是，我是新新人，离目票标还很远。。。

股友

新鲜热辣的新闻：

13-11-2007: DiGi finally strikes deal with TdC
by Sharmila Ganapathy
Email us your feedback at fd@bizedge.com


KUALA LUMPUR: After more than two years of persistent market speculation, a DiGi.com Bhd and Time dotCom Bhd (TdC) tie-up is finally materialising.

Shares in both companies were suspended just before the midday break yesterday, pending an announcement by DiGi concerning a corporate exercise with TdC.

Prior to the suspension, DiGi fell 80 sen to RM23.60 with 160,700 shares done. TdC slipped 2.5 sen to 87 sen with 6.69 million shares traded.

“There will be a working partnership involving DiGi and TdC and it will be a win-win agreement,” an official close to the deal told The Edge Financial Daily.

In a filing to Bursa Malaysia yesterday, DiGi said the material announcement “may result in certain percentage ratios calculated in accordance with Chapter 10 of the Listing Requirements of Bursa Malaysia Securities Berhad equal to or exceeding 25%.”

Chapter 10 sets out the requirements that must be complied with in respect of transactions entered into by a listed issuer or its subsidiaries.

For acquisitions or disposals involving a percentage ratio of at least 25% - the value of the affected assets in relation to the net assets of the listed issuer - the issuer must obtain its shareholders’ approval.

This alone suggests that DiGi will be acquiring a substantial part of TdC’s assets that is equal to at least 25% of its own assets. Speculation has it that the acquisition will be made via a share swap.

The suspensions have re-ignited market talk that DiGi will be buying into TdC to secure rights to the latter’s third-generation (3G) spectrum.

The Edge Weekly had reported in July last year that DiGi and TdC were being matched, with plans for Khazanah Nasional Bhd to emerge as a shareholder in DiGi.

Then in July this year, The Edge Weekly reported that TdC’s wholly owned subsidiary TTdotCom Sdn Bhd could be acquiring a 5% stake in DiGi, giving up exclusive rights to the use of its 3G spectrum in return.

While details of the DiGi-TdC deal remain unclear, analysts concurred that the corporate exercise would likely involve a share swap agreement.

“In our view, the corporate exercise would likely involve a share-swap arrangement between TdC’s subsidiary company which holds the 3G licence and not with TdC directly as the latter has fibre optic assets which is deemed as national interest assets and highly sensitive (if acquired) by foreign parties (Telenor),” said Mohd Izhar Allaudin, an analyst with MIMB Investment Bank.

It is clear that DiGi wants the 3G spectrum, having previously failed to secure 3G and WiMax licences. DiGi chief executive officer Morten Lundal was quoted in recent media reports as saying that while WiMax and 3G could both offer broadband access, 3G was preferable as it could help DiGi increase the efficiency of its voice offerings.

DiGi’s rivals Maxis Communications Bhd and Celcom (M) Bhd both have 3G licences. A looming threat is U Mobile Sdn Bhd, which plans a 3G rollout by year-end.

Some quarters have speculated that DiGi is buying into TdC itself to gain access to the 3G spectrum and its broadband infrastructure covering over 5,200 km of fibre-optic lines nationwide. However, it is learnt that Lundal had indicated to fund managers the company did not see value in TdC’s fibre optic infrastructure.

A tie-up with DiGi would give TdC the additional resources and the capacity to roll out 3G services. Despite being debt free, it is saddled with accumulated losses of RM2 billion.

Adding to this pressure is the fact that TdC had been penalised RM5 million for its 3G rollout delay. It is learnt that TdC had received a letter from the Malaysian Communications and Multimedia Commission informing it of the penalty.

TdC had in the past been told by Khazanah to put on hold 3G plans pending discussions over TdC’s shareholding.

When contacted, TdC managing director Datuk Baharum Salleh declined to comment while DiGi officials were not available for comment. A TdC employee said it ‘was business as usual, with no indication that TdC will be sold.”

Sources said TdC had to postpone a working retreat for its board of directors scheduled to be held here today. The board was to work out its strategic planning for next year.

“Given the latest developments, the directors will instead be having an emergency board meeting today,” a source said.

The question now is how much DiGi is willing to pay for the 3G licence and how much Khazanah is willing to sell it for
Analysts say the price tag for TdC itself could be to the tune of RM1.20 per share and as high as RM1.60, post-partnership.

However, an analyst with a foreign research house valued TdC at a mere 64 sen due to its accumulated losses and “because it is sitting on assets that are highly underutilised’, referring to its underutilised 3G and fibre-optics infrastructure.

有谁可以用白话文讲解。请不要用software direct translate，会更乱。

RM２。００ 是怎么猜来的？

[ 本帖最后由 股友 于 13-11-2007 12:52 PM 编辑 ]

股友

问我的broker，她说timedotcom卖１１。９％的股＠RM0.90。给谁她说不知道。还有谁可套更多消息？

股友

3 Sept 2007: Off-Market Trades
By Nadia S Hassan
Email us your feedback at fd@bizedge.com

A total of 6.4 million shares in Time DotCom Bhd were traded off market over the past week in a series of block deals. The block of shares, equivalent to a 0.3% stake, were sold at between RM1.08 and RM1.16 each. It was recently reported that TDC, together with Palette Multimedia Bhd, would be rolling out its broadband network in economic development zones starting with Johor's Iskandar Development Region.
TDC's contribution to the partnership is its 800km of fibre optic line, while Palette will roll out the network. The two companies recently launched a broadband network in Damansara Perdana.

04-09-2007: Time sells 10.9m TdC shares for RM12m


Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Time Engineering Bhd has disposed of 10.92 million shares in Time dotCom Bhd (TdC) for RM11.91 million via open market transactions yesterday and last Thursday with the proceeds raised to repay a term-loan facility to a development bank. (RM1.09)In a statement yesterday, Time said the 10.92 million shares were pledged to the bank as security repayment for the term-loan facility, and the disposal reduced its shareholding in TdC from 39.86% to 39.43%. “The disposal transaction was solely undertaken by the company as agent for the development bank to facilitate the repayment of the term loan due and owing to the bank,” it said. Time said its original investment in the TdC shares was RM22.83 million, incurred in the year 2000. It said the term-loan facility of RM806.5 million was secured on Dec 22, 2000 in compliance with a condition imposed by the Securities Commission and as part of its restructuring plan. Time said the disposal would increase the group net assets from RM131.1 million to RM136.3 million based on its consolidated financial statements for the year ending Dec 31, 2006. “The disposal transaction will also improve the gearing of the Time group from RM599.9 million to RM588 million based on its audited consolidated financial statements for the financial year ended Dec 31, 2006,” it said. It said the disposal would have a positive impact on its earnings for the current financial year, primarily due to the interest savings arising from the repayment of the term loan.

07-09-2007: Time Engineering gains RM15.2m from disposing 31.3m shares in TdC
By Kevin Tan
Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Time Engineering Bhd has incurred a gain of RM15.2 million by disposing a total of 31.26 million shares in Time dotCom Bhd (TdC) based on its audited consolidated financial statements for the financial year ended Dec 31, 2006. In a statement to Bursa Malaysia last Friday, Time Engineering said it had disposed of the shares in the open market from Aug 30 to Sept 7, 2007 for a total net consideration of RM34.4 million. The company’s original cost of investment in TdC was RM65.33 million, which was incurred in 2000, it said. Time Engineering said the shares were currently pledged as security for repayment of a term loan facility in a development bank and the disposal was undertaken by the company as agent for the bank to repay the term loan. “The proceeds of the disposal transaction belong solely to the development bank,” it added. Following the disposal, its shareholding in TdC has reduced from 39.86% to 38.63%. According to Time Engineering, the term-loan facility of RM806.5 million was secured on Dec 22, 2000 in compliance with a condition imposed by the Securities Commission and as part of its restructuring plan. The company said the disposal would increase the group net assets from RM131.1 million to RM146.3 million based on its consolidated financial statements for the year ending Dec 31, 2006. “The disposal transaction will also improve the gearing of the Time group from RM599.9 million to RM565.5 million based on its audited consolidated financial statements for the financial year ended Dec 31, 2006,” it said. Time Engineering said the disposal would have a positive impact on its earnings for the current financial year, primarily due to the interest savings arising from the repayment of the term loan. “The disposal transaction will enable the company to reduce its interest expense of about RM2.9 million per annum,” it added.

股友

11-09-2007: Time sells 8.7m TdC shares for RM9.5m

Email us your feedback at fd@bizedge.com


KUALA LUMPUR: Time Engineering Bhd has further disposed of 8.7 million shares in Time dotCom Bhd (TdC) for RM9.5 million via open market transactions yesterday to repay a term loan facility to a development bank. (RM1.09)

In a statement yesterday, Time said the disposal would have a positive impact on the earnings for the financial year ended Dec 31, 2007 due to the interest savings arising from the repayment of the term-loan. The share disposal reduced Time’s shareholding in TdC from 38.63% to 38.29%.

Last Tuesday, Time said it sold 10.92 million TdC shares for RM11.91 million. The shares were pledged to the bank as security repayment for the term-loan facility.

“The disposal transaction will also improve the gearing of the Time group from RM599.9 million to RM588 million based on its audited consolidated financial statements for the financial year ended Dec 31, 2006,” it said.

25-09-2007: Time sells another 13m TdC shares


Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Time Engineering Bhd has further reduced its stake in Time dotCom Bhd (TdC), the latest disposal of 13.06 million shares from Sept 19 till yesterday for RM12 million. (RM0.918)In a statement yesterday, Time said the 13.06 million shares had been pledged as securities for repayment of term loan facility of a development bank. It said the disposal was made by the company as agent for the development bank for the purpose of securing the repayment of the amounts due to the bank under the term loan. “The proceeds of the disposal transaction belong solely to the development bank,” it said, adding that it would reduce its interest expense of about RM1.02 million per annum. Time said its stake in TdC was now reduced to 36.39% from 36.91% previously. Time registered a RM3.96 million gain on its audited consolidated financial statements for the financial year ended Dec 31, 2006.

04-10-2007: Time sells another 15.5m TdC shares


Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Time Engineering Bhd has disposed of another 15.52 million shares in Time dotCom Bhd (TdC) in the open market for RM14.63 million cash. (RM0.942)Time said in a statement yesterday the shares disposed by the company were shares pledged as securities for repayment of long-term loan facility of a development bank. It registered RM5.1 million gains from the disposal and the transaction would have a positive impact on the company for FY07 in terms of interest savings of about RM1.24 million. With the disposal, Time’s stake in TdC is reduced to 34.87%.



31-10-2007: Time Engineering disposes of more TdC shares
Sharmila Ganapathy
Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Time Engineering Bhd (TIME) yesterday said it had disposed of 31.2 million shares in TIME dotCom Bhd (TdC) for RM28.5 million between Oct 10 and 30th, bringing its total disposal of shares in the company to 164.4 million shares worth RM160.1 million. (RM0.973)TIME told Bursa yesterday that the disposal of the 164.4 million TdC shares had reduced its stake in TdC to 33.36% and proceeds pledged as security against a term loan from a development bank. The company said it registered RM59.3 million in disposal gains from the transaction. The company added that as at August this year, 1 billion shares in TdC or 39.85% of its paid-up share capital had been pledged as security for the term loan. As of Sept 30, 2007, the outstanding amount of the term loan was RM453.3 million, it said. TIME said it expected the disposal to increase the group’s net assets from RM131.1 million to RM190.4 million, as well as improve group gearing from RM599.9 million to RM439.8 million. It added that the disposal would positively impact the company’s earnings for the 2007 financial year due to the interest savings from the repayment of the loan.

股友

可以不可以大家pakat起来一起卖RM２。００？对大家都好。

股友

time,好凶的插水式，想弄死大家吗？ (2.41pm)

http://finance.yahoo.com/charts#chart1:symbol=4456.kl;range=1d;indicator=volume;charttype=line;crosshair=on;logscale=on;source=undefined

[ 本帖最后由 股友 于 13-11-2007 03:17 PM 编辑 ]

origen

就让我来翻译下。。


市场经过两年不断的猜测，DIGI 与TimedotCom 终于进行协作。昨天正午，因为一项关于DIGI公司股权重组的通告要宣布，双方的股票中止交易。
先前DIGI的股价跌落８０仙到RM２３。６０，成交量有１６０，７００单 而TimedotCom就跌落２。５仙到RM０。８７，成交量有６。百６９万。
一个与这项交易有关系的人士告诉the edge 金融日报＂这将会是两赢的协议，双方会有共同操作方式上的伙伴关系＂
在对Bursa Malaysia 呈送的文件，DIGI 说＂股权重组所牵涉的部份可能会等于或超过整个资本的２５％，＂这将造成它必须依从Bursa Malaysia上市条例第十章。也就是当上市公司或它的子公司要购买或出售２５％或更多的股权它必须受到股东批准。

这意味DIGI要获取等值它本身２５％资产的TimedotCom资产－－很大可能是３G执照－－一般的猜测是会通过股票相互调动这手段。

to be continued...

蚂蚁小弟

这楼的看官们，不懂各位对Perisai 有什么看法？
今年1H的eps已经有4sen了。如果接下来两季都有这么好的成绩，那么EPS大概可以达到8sen，现在的价位1.2x 来说，大概PE是15左右。

在技术图来说，它有一个优点就是CMF和价格呈现背离状态。
而1.2x也是属于它技术上的一个底线。

Announcement 来说，
当中今年大部分announcement都是股东disposed，epf disposed，tabung haji disposed
当中我喜欢看到Tabung Haji Disposed，不过是属于一个不成文的观点，也就是tabung haji丢的都会起

origen

在七月The Edge Weekly 报导说TimedotCom 的子公司TTdotCom Sdn Bhd可能要取得DIGI 5%股权，让DIGI使用它的３G频道。

尽管还没有细节，分析员大都同意DiGi- TimedotCom 会涉及双方面股票相互调动。 MIMB Investment Bank分析员Mohd Izhar Allaudin说＂在我们的观察，这次的重组将只会涉及是DIGI 与 TimedotCom 的子公司TTdotCom Sdn Bhd的３G频道而不是整个TimedotCom是因为TimedotCom的光纤维是关联到国家利益的敏感资源。＂
DIGI在申请３G与WiMax 执照失败后 ，DiGi CEO Morten Lundal近来在媒体中坦诚说， 比起WiMax， 3G会是更优越的宽频通路这是因为3G比较有通话上的效率。 他也曾经对基金经理说过DIGI不以为TimedotCom的光纤维网路是有价值的。
DIGI与TimedotCom的协作会供给TimedotCom额外的资源和能力去开动３G 服务，虽然它是零债务，不过有累积亏损二十亿。再加上这困厄是它受到Malaysian Communications and Multimedia Commission对它耽搁３G 服务的罚款。另一方面，Khazanah为了讨论股权的事曾经吩咐它推迟３G 服务。
当接触到 TimedotCom managing director Datuk Baharum Salleh 他拒绝评论这交易而DiGi 行政人员就不在场 不过 一个TimedotCom雇员 说一切假常，没有任何表示将被TimedotCom出售。
但是有来源说，TimedotCom的理事会今天有一个紧急集会。
如今的主题是DIGI会对３G频道出多少价和Khazanah会卖多少价。分析员说双方合并后TimedotCom的价钱会在１。２０－－１。６０。
不过另一个外国研究所分析员说只有６４仙，因为TimedotCom有二十亿累积亏损与荒废的光纤维网路和３G执照。

[ 本帖最后由 origen 于 13-11-2007 04:39 PM 编辑 ]

origen

An analyst with a foreign research house valued TdC at a mere 64 sen due to its accumulated losses and “because it is sitting on assets that are highly underutilised’,



等下Kawan TimedotCom 鸟你够力够力！

[ 本帖最后由 origen 于 13-11-2007 04:48 PM 编辑 ]

蚂蚁小弟

HOVID，DGATE今天继续各守各的。
HOVID站稳在395-400，DGATE站稳在605-615.
技术上没有太大的改变。
继续观望中...

股友

暂时只能以time股价的动作来想象里边发生了什么事。