Sunday, December 2, 2012

Padini(7052, Consumer Products) and others stocks are staging a rebound?

Meta Stock is one of the best investment software in the US. Over the weekend, it picked up 38 stocks which gave trading opportunities.

One of the stocks is Padini. Padini came down from the high of 2.37 on August 24, 2012 which was 98 days ago.  There were at least three rebound in between this period.  The recent top was 2.04 on Nov 20, 2012 and that was 8 trading days ago.

Last Friday, i.e. on Nov 30, 2012,  it was closed at 1.75.  The Japanese candle stick showed that there was some selling pressure for the stock when it tried to stage a rebound.

 If you were to draw a support line, you will see it touches June 11, 2012's low of 1.70. At that time, the stock staged a rebound to hit the target of 1.94 on June 21, 2012 just within 9 trading days.

This is to say, if the history repeated itself, the stock will hit 1.94 within a few days.

If you were to buy 10,000 shares at 1.75(Nov 30's closing price) and sell at 1.94(target price), you can make a profit of RM 1629.53 and your rate of return is 9.31 percent which is better than the bank.

There are many other stocks having the same pattern.


                                          The chart for Padini(7052)




Monday, May 21, 2012

光明日报龙虎榜(5月21日)

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.居林(KULIM) 2003 4.69 3.10 4.20 4.69 4.38 4.26 4.33
QSR大股東——居林,配合脫售行動,將脫售所得的11億5700萬令吉資金,悉數以每股約93仙的特別股息派發給股東,作為回饋。
2.大馬投資(AMMB) 1015 6.75 5.30 5.30 6.45 6.22 6.17 6.26
大馬投資2012財政年全年業績表現普遍符合市場預測,分析員說,該公司推出中期願望(MTA)目標,以及借助合作伙伴——─澳紐集團(ANZ)在國際市場的網絡及聯繫以擴展其產品與服務,將是業務未來進一步成長的主要動力。
3.沿海工程(COASTAL) 5071 3.79 1.62 1.78 2.74 1.90 1.88 1.99
2010年凈賺2億78萬7000令吉,2011年凈賺1億9095萬4000令吉,過去幾年皆有利可圖。
4.新威再也(WIJAYA) 4022 0.885 0.22 0.52 0.8885 0.59 0.59 0.65
這是投機股 ,而投機股有一個特點,就是虧本。2010凈虧6221萬7000令吉,2011年凈虧1181萬9000令吉,虧損減少了,也是好現象。
5.福勝利(HSL) 6238 1.77 1.22 1.43 1.75 1.51 1.46 1.52
2010年凈賺7343萬5000令吉,2011年凈賺 8726萬5000令吉

Monday, May 7, 2012

5月7日光明日报龙虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.木槿花石油(HIBISCS) 5199 2.19 0.52 1.57 2.19 1.78 1.75 1.88
該公司旗下子公司Lime石油將以3180萬挪威克朗(約1676萬令吉)收購挪威4個岸外油氣經營權的50%股權,以進軍北歐油氣市場。
2.MMC機構(MMCCORP) 2194 3.06 2.20 2.59 3.06 2.77 2.76 2.69
該公司放眼將旗下資產上市後,降低負債到15億令吉,馬拉科夫(Malakoff)將是繼大馬氣體(Gas Malaysia)後另一引頸長盼的上市目標,預計明年登場。
3.畢達良(PRESBHD) 5204 1.07 0.49 0.96 1.07 0.98 1.04 -
該公司將在5月28日公佈2012年首季業績,僑豐研究預期在周期效應影響下,首季淨利或按年呈跌,介於800萬至900萬令吉,惟估計將在下半年起飛。
4.成功集團(BJCORP) 3395 1.26 0.795 0.795 1.05 0.815 0.815 0.86
此股從4月20日的0.925滑下,至到5月2日的0.795,跌幅0.13,前後8天,上週五掛0.815,似乎在回升中。
5.友力森(UNISEM) 5005 1.80 0.98 1.41 1.66 1.44 1.45 1.45
此股從4月18日的1.53滑下,至到4月24日的1.38,跌幅0.15,前後5天,後逐漸上升,上週五掛1.45,當天最高1.49,有機會挑戰1.53,1.55,甚至1.66高點。

Monday, April 30, 2012

光明日报龙虎榜4月30日见报(吴继宗)

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.成功集團(BJCORP) 3395 1.26 0.805 0.805 1.05 0.825 0.805 0.905
以公司在2010年淨賺7999萬令吉,2011年凈賺3億4808萬1000令吉,0.805是今年的最低點。



2.雙威(SUNWAY) 5211 2.75 1.67 1.67 2.75 2.30 2.39 --
此公司2011年凈賺3億6971萬4000令吉。RSI已經跌至18。
3.友力森(UNISEM) 5005 2.08 0.98 1.38 1.55 1.44 1.45 1.45
此股從4月18日的1.53滑下,一連下了4天,並在4月24日的1.38找到底,此股目前在回升中,有機會挑戰3月27日的1.55,及2月29日的1.66。




4.馬太平洋(MPI) 3867 5.40 2.57 2.93 3.78 2.98 2.98 2.99
此公司截至2012年3月31日止第三季繼續蒙虧,虧損程度超越市場預期,但考量半導體產品需求持續回溫,分析員預見該公司財務表現即將邁入復蘇開端,未來表現可期,僑豐研究表示可短線買進,目標價是3.64。
5.八方旺組合(OCTAGON) 7109 0.215 0.10 0.10 0.215 -- 0.11 0.107
此公司預計在各項工程啟動下,今年業績將得以改善;位於斯里蘭卡總發展價值達2億6900萬美元(8億2342萬令吉)的廢料發電計劃,相信可在明年動工,並預計在2015年完成,該公司在國內與政府洽談一項約6億1000萬令吉的工程。

Alam(5115) 似乎在谷底回弹,4月30日挂0.685

Tuesday, April 24, 2012

光明日报龙虎榜-----4月23日

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.環境海事資源(ALAM) 5115 1.20 0.67 0.685 0.86 0.705 0.71 0.70
此公司業務涉及石油天然氣勘探、深海維修,2010年凈虧1198萬,2011年凈賺1417萬4000令吉。

2.友力森(UNISEM) 5005 2.13 0.98 1.46 1.55 1.48 1.47 1.47
此公司業務涉及集成電路板及半導體儀器,2010年凈賺1億8194萬2000令吉,2011年凈賺1972萬5000令吉。

3.ARIANTEC環球(AGLOBAL) 0020 0.25 0.025 0.17 0.25 0.18 0.22 0.135
此股最近炒風大起,不僅“新秀”拿督曾文秀涉及其中,原來在90年代堪稱“點股成金”號稱股市“金手指”的馬股宿將——森蘇甸阿布哈山也在推波助瀾。

4.大馬交易所(BURSA) 1818 8.15 5.76 6.85 7.72 6.97 6.85 7.06
該公司2012年財政年首季凈利符合市場普遍預測,不過,由於首季的馬股每日平均成交值逾18億7000萬令吉水平,預料未來數季將不可持續,因此該公司短期內難有更好業績表現。
5.柔佛醫藥保健(KPJ) 5878 5.36 3.76 5.25 5.84 5.30 5.27 5.22
該公司和納因控股(NAIM,5073,主板產業組)攜手在砂拉越美里一塊4英畝地段興建醫院,雙方分別持股70%和30%,該公司截至2011年杪的現金流達1億7730萬令吉,資金需求1380萬令吉僅佔公司現金7.8%,僑豐研究認為可買進,目標價是5.84。

Monday, April 16, 2012

光明日报龙虎榜--4月16日

本週龍5榜
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.3A資源(3A) 0012 1.69 1.07 1.12 1.44 1.16 1.17 1.14
公司主要業務是餐飲原料;這是一間賺錢公司2007年凈賺2011萬令吉,2008年凈賺1214萬,2009年凈賺1804萬,2010年凈賺1689萬,2011年凈賺1588萬7000令吉。
2.環境海事資源(ALAM) 5115 1.21 0.67 0.685 0.86 0.685 0.70 0.71
此公司在2008年凈賺7824萬令吉,2009年凈賺9128萬令吉,2010年凈虧1392萬令吉,2011年凈賺1417萬4000令吉。
3.史格米集團(SCOMI) 7158 0.335 0.25 0.26 0.325 0.28 0.28 0.27
這是緬甸概念股,通過在泰國的公司,正為緬甸提供油田服務,鑽井液(DRILLING FLUIDS)和化學產品。
4.商業高峰(PUNCAK) 6807 2.31 0.95 1.38 1.60 1.39 1.39 1.40
網絡消息說,此股在1.40找到扶持點,並且已經鞏固了一個時期,因此有望飆升至1.50甚至1.60。
5.陳順風資源(TSH) 9059 4.08 1.80 2.27 2.61 2.54 2.57 2.34
該公司2011年鮮果產能成長超過40%,分析員認為印尼年輕油棕園丘將是主要成長動力來源,加上管理層計劃加快未來數年栽種步伐,和持續擴張加里曼丹地庫,有望繪制美好的“印尼夢”圖景。

Monday, April 9, 2012

4月9日刊登于光明日报龙虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.世紀教育(SEG) 9792 4.14 1.65 1.72 2.10 1.75 1.77 1.76
《星報》報道,取得世紀教育26.5%股權的第二大股東Navis資本,最快可能在本週杪宣佈展開全面獻購行動。僑豐研究相信全面獻購價將至少為每股2.10高於Navis資本的成本1.71令吉。

2.統一資源(KBB) 7182 0.595 0.20 0.52  0.595 0.525 0.53 0.53
此股正被炒作,目標價為0.75至0.80,但此公司並不賺錢,2009年淨賺409萬7000令吉,2010年淨虧4672萬令吉,2011年虧損減至1206萬4000令吉。
3.馬化控股(MPHB) 3859 3.27 2.14 2.70 2.96 2.71 2.75 2.73
該公司將繼續展開脫售非核心資產的行動,包括酒店和股票行,至於普通保險業務則可能在年底進行。
4.友力森(UNISEM) 5005 2.13 0.98 1.32 1.66 1.47 1.50 1.42
全球科技業復蘇意願越見顯著,相關領域重新迎來曙光,僑豐在下半年上調友力森和馬太平洋(MPI,3867,主板科技組)評級至“短線買進”。
5.陳唱摩多(TCHONG) 4405 5.08 4.04 4.37 5.08 4.50 4.50 4.49
陳唱摩多現有汽車銷售轉強,加上下半年新車以具競爭力價格面市,有望與日系同儕一決高下,投資界認為新車將有望成為其銷售王,預見今明財政年盈利將隨銷售成長17%至18%。

Monday, April 2, 2012

4月2日龙虎榜刊登于光明日报

本週龍5榜
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.MMC機構(MMCCORP) 2194 3.06 2.20 2.79 2.97 2.79 2.81 2.83
市場盛傳,政府指示檳城港口(Penang Port)與企業大亨丹斯里賽莫達旗下公司進行合作,因此市場不排除賽莫達對之展開全購,並注入MMC機構,以完成其物流大藍圖夢想,從而為後者取得更好的經濟效益。

2.海鷗企業(HAIO) 7668 2.42 1.55 2.12 2.42 2.14 2.18 2.14
海鷗首9個月淨利按年增長21.7%至2470萬令吉,主要是其直銷業務淨利增長18%,批發組因賺益高產品推高稅前盈利16%,促使僑豐研究調高今明財年預測,因此,僑豐也上調目標價,由1.70調高至1.99。

3.世紀教育(SEG) 9792 4.14 1.65 1.69 1.99 1.73 1.80 1.79
這是一間有利可圖的掛牌公司,2010年淨賺4306萬,2011年淨賺7231萬4000令吉。



4.吉朗(ZELAN) 2283 0.615 0.235 0.43 0.55 0.44 0.435 0.47。
這是投機者最愛的股項,因為它的股價有波動性,但公司卻是連年虧本,2010年淨虧2億7492萬,2011年淨虧2億3788萬。




5.CYPARK資源(CYPARK) 5184 3.30 1.31 1.82 2.07 1.87 1.94 1.88
這間公司不是管理泊車(Parking)服務,而是負責固體廢物管理,2010年淨賺2028萬9000令吉,2011年淨賺2198萬4000令吉。

Monday, March 26, 2012

光明龙虎榜--3月26日见报

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.麥納首要(MAGNA) 7617 1.04 0.73 0.82 0.91 0.855 0.855 0.847
此公司在2009年淨賺662萬6000令吉,2010年淨虧1170萬4000令吉,2011年9月淨賺665萬3000令吉。


2.雪州柏朗桑(KPS) 5843 1.43 0.745 1.07 1.43 1.09 1.08 1.12
此公司在2008年淨虧17萬令吉,2009年淨賺7222萬令吉,2010年淨賺3007萬令吉。
3.納因控股(NAIM) 5073 3.20 1.54 1.85 2.39 1.95 1.95 2.11
該公司2011財政年表現疲弱,但公司正準備東山再起,主要是Samalaju工業區建設工作進展順利,其中日本德山(Tokuyama)的亞洲礦業(Asia Mineral)等數家國際業者正同意進駐設廠。


4.美全(MTRONIC) 0043 0.315 0.03 0.125 0.315 0.265 0.21 0.106。
這間公司過去幾年皆虧本,因此,沒有什麼人注意到它,但因為人們炒仙股而大熱,近日又因曾文秀連日來大手筆買進美全,促使持股增加至5.18%,成為顯著股東,使市場大為瘋狂。



5.柏丹(BERTAM) 9814 0.945 0.455 0.715 0.935 0.87 0.865 0.77
此公司在2008年淨賺550萬,2009年淨賺427萬,2010年淨賺1481萬令吉。


Monday, March 19, 2012

光明日报龙虎榜3月19日见报

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.WCT公司 (WCT) 9679 3.19 1.85 2.57 2.78 2.62 2.62 2.63
此公司有利可圖,2010年淨賺1億4115萬4000令吉,2011年9月淨賺1億1447萬9000令吉。



2.捷博集團(CEPAT) 8982 1.73 1.02 1.11 1.22 1.12 1.13 1.12
此公司有利可圖,2010年淨賺2488萬令吉。




3.金獅多元控股 (LIONDIV) 2887 0.575 0.29 0.335 0.415 0.345 0.345 0.344
此股從今年2月13日的0.415滑下後,目前在0.335至0.355之間波動,由於此股已經出現7次十字星(DOJI)訊號,因此相信近日會飆升,雖然可能幅不大,但足以讓你賺錢,上週五忽然飆升的佐漢控股(JOHAN:3441)就有相同的形態。




4.富達置地 (DUTALND) 3948 0.68 0.47 0.505 0.575 0.515 0.515 0.516。
此股在3月15日出示蜻蜓十字線,16日出示墓碑十字線,這可能暗示此股近期內會反彈,雖然反彈幅度可能不大,但如果買入量大,也有利可圖,而且此時買入風險低。




5.友力森 (UNISEM) 5005 2.13 0.98 1.24 1.66 1.31 1.34 1.32
此股從今年2月9日的1.66滑下後,並在2月23日的1.24逆轉,目前有上沖的形態。

Thursday, March 15, 2012

Is LionaDiv(2887) going to be like Johan(3441)?

I missed Johan(3441) because I wanted to wait for a clearer signal. And suddenly it moved today(March 16, 2012)

When I notice Johan the price was only 0.23(March 14, 2012. If I were to buy 100,000, I could have made 4625.70 if I can sell it at 0.28 today.  The return is 20.11% and it is within contra period.


Well, that is for Johan. It is a history. I think Liondiv(2887) can perform like Johan because it has the same pattern as Johan. 

Liondiv was priced at 0.415 on Feb 13, 2012. 0.415 is the high of this year.  Within 12 trading days, it came down to 0.335 on Feb 28. 2012. It has been consolidated between 0.335 and 0.355 from Feb 28, 2012 to March 15, 2012.  Already 13 trading days. This is accumulation stage. It can be pushed up any time.

Suppose you buy 100K at 0.345 and target to sell it at 0.415, you will make 6444.20 and make a return of 18.68%.

Johan has the similar pattern. Johan is priced at 0.27 on Feb 13, 2012. 0.27 is the high of this year. Within 15 trading days, it came down to a low of 0.225. We see a doji on March 5, 2012. Doji is considered a buy signal. On that day, Johan is opened at 0.23 and went up to 0.235 and dropped to 0.225 but rebound back to 0.23 at closing. It consolidated for 7 days.  On Mar 14, 2012, if you were to buy 100K at 0.23 before closing, you can sell at 0.28 today(March 16, 2012) which is still within contra period.

Nowaday, there are 56 licensed day traders in town, They will buy and sell within the same day and they are allowed to sell short. These licensed day traders created volume for Bursa. That is why we have at least 1 billion shares traded.

We need to go short term also. We cannot do long term because some stocks are traded for a few days only and after that they will be quiet.

Dutaland(3948) might be a play in the coming days because it has reached the low of this year.  Many played stocks are a buy on support which will probably be the trading pattern.

I have been observing this stock for many months and I found that the big players will come and push it back to 0.55 or more after it touched the low of 0.51. They said history repeat itself. I am sure. Please draw your own conclusion.

Cepat(8982) is priced at 1.12 today(March 16, 2012) which is also the support level for this stock.


Ecofirs(3557) is priced at 0.215 which is also the support for this stock. Normally, it will be accumulated at this level and when it has accululated enough stock, it will just push it up. So you have the holding power, this price is a buy and the risk of dropping is low and the possibility of making profit is high.

MRCB(1651) is considered a government link counter. Today it is priced at 1.97 and 1.98.  Normally buy below 2.00 is the right price because rebound is probably imminent.

 

Wednesday, March 14, 2012

Stocks to watch--MRCB,Ingens,Dutaland, Redtone

If you can read the charts, it can tell you a story. Look at the charts for MRCB, Ingens, Dutaland, and Redtone.

MRCB(1651) closed at 1.97 on March 14, 2012. It opened at 2.00 and went up to 2.03 before slipping down to 1.96 in the afternoon when market started to come down because of its macro economy policy to press down the housing prices.

MRCB is considered a GLC which is favored by many investors. Fro m Dec 15, 2011 until the day of writing, it offers at least 6 opportunities for the investors to make money. Let me list out two of the big gains. If you were to buy MRCB on Dec 15, 2011 at 1.93 for 10,000 and disposed it on Jan 13, 2012 at 2.18, you would make 2199.07, gained 25 cents and the holding period last for 29 days.

If you were to buy MRCB on Jan 19, 2012 at 2.05 for 10,000 and disposed it on Feb 8, 2012 at 2.17, you would make 1883.84.

MRCB is a resilence counter. It should be back above 2.00 when overall market  recovered.


Ingens(0034) closed at 0.10 on March 14, 2012. Market rumours said it will 0.45 height achieved on May 4, 2011. Time frame is not given, meaning you need to hold and wait for the right moment. Buyers are accumulating at 0.10 level. When the accumulation period is over, it will move.



Dutaland(3948) is a cyclical stock. When you buy at the low, you will always make money. Today it closed at 0.51 which is considered as a good price to enter. If you were to buy 20,000 shares at 0.51 and disposed at 0.55, you will make 643.44. You will have a return of 6.31% and the waiting period may be only a few days if you are lucky. From Dec 28, 2011 until the day of writing, there were at least 5 opportunities for the investors to make money. 0.50 and 0.51 seem to be the right price to enter.


Redtone(0032) closed at 0.26. Today's low is 0.255 and the high is 0.265.  In the past, this stock turned up at 0.23(Nov 16, 2011), 0.255(Dec 28, 2011), 0.30 (Jan 25, 2012).  Today's closing price 0.26 is a rebound from the recent low. Buy signal has already shown.

Monday, March 12, 2012

光明日报龙虎榜3月12日

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.頂級手套(TOPGLOV) 7113 5.88 3.85 4.67 5.32 4.70 4.70 4.80
為了攫取更多市場份額以及推高盈利表現,頂級手套放眼今年收購至少一家手套製造商。

2.豪華雲頂(HWGB) 9601 0.775 0.25 0.415 0.485 0.44 0.425 0.412
據知,全球最大錫生產與出口商——雲南錫業集團(Yunnan Tin Group)計劃以7500美元,收購豪華雲頂旗下錫礦業務。豪華雲頂已经对这项报道加以否认。

3.輝百集團(FABER) 1368 2.32 1.25 1.75 1.89 1.78 1.79 1.75
此公司在2010年淨賺7878萬,2011年淨賺6021萬6000令吉,似乎有一點退步。

4.統一資源(KBB) 7182 0.515 0.165 0.435 0.515 0.45 0.465 0.443
此股在2月28日從0.485滑下,直到3月7日的0.435便開始逆轉,上週五掛0.465,它有機會挑戰2011年7月7日所創下的0.515高點。此米粉製造商2011年淨虧1206萬4000令吉,比2010年少了許多。

5.金務大(GAMUDA) 5398 3.97 2.63 3.54 3.94 3.65 3.67 3.67
2010年淨賺3億2291萬8000令吉,2011年淨賺4億2541萬1000令吉,2011年比2010年大有進步,此股從2月8日的3.94滑下,至到3月7日的3.54形成一個底了,目前此股正在轉止,假如掌抓得宜,可以賺錢。

Monday, March 5, 2012

光明日报龙虎榜3月5日Guang Ming Daily News

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.商業高峰(PUNCAK) 6807 2.40 0.95 1.30 1.89 1.36 1.47 1.50
僑豐研究說,歸功於建築臂膀適時兌現盈利,商業高峰2011財政年錄得370萬令吉核心淨利,表現勝市場預測。



2.雪州產業(KHSB) 6246 0.80 0.205 0.535 0.80 0.565 0.625 0.60
雪州產業被列為水務股之一,商業高峰的飆升,也帶動了雪州產業,雪州柏朗桑(KPS,5843,主板貿服組)上週五也起5仙至1.16令吉。



3.木槿花石油(HIBISCS) 5199 1.94 0.52 1.49 1.94 1.79 1.80 1.76
木槿花石油的1.43%股權於上週五以平均每股1.78令吉在場外易手。




4.UEM置地(UEMLAND) 5148 3.01 1.54 2.18 2.47 2.35 2.36 2.29
UEM置地正籌備進軍東馬房產市場,並開始和當地地主洽談征地事項,同時將探討在其他東南亞國家展開聯營發展計劃,放眼今年寫下40%淨利成長。




5.意必銳(EBWORX) 0030 0.79 0.425 0.425 0.79 -- 0.785 0.73
該公司接獲日立(HITACHI)的收購獻議,以每股90仙的價格,自願性全面收購公司股權。


Monday, February 27, 2012

光明日报龙虎榜2月27日Guang Ming Daily News

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.亞通(AXIATA,主板貿服組) 6888 5.22 4.43 4.66 5.22 5.06 5.15 4.98
該公司2011財年全年凈利按年大漲32.5%,達到23億4562萬8000令吉,派出15仙終期股息,全年派息率60%,較2010財年增加1倍。



2.XOX說電訊(XOX,創業板貿服組) 0165 0.73 0.20 0.20 0.73 0.25 0.26 -
2月11日的消息說,瑪拉機構私人有限公司(MARAINC)最近在公開市場展開三次收購,成功累積電訊公司XOX說電訊的股權至1900萬股或6.29%股份。

3.宏流方案(GRANFLO,創業板科技組) 0056 0.56 0.32 0.415 0.56 0.50 0.505 0.440
該公司已向交易所申請轉板至主要板科技股,該公司2011財年再創新高,凈利按年增37%至947萬令吉,這過去是一隻冷門股,它是在2月20日才開始熱起來。




4.時光網(TIMECOM,基建計劃組) 5031 0.955 0.415 0.675 0.775 0.685 0.68 0.72
該公司稅前盈利達1億1900萬令吉,0.675是上週五低點,之前在1月31日的低點是0.68,似乎回到從前,會不會再來一輪?



5.綠馳通訊科技(GPACKET,主板科技組) 0082 0.895 0.50 0.62 0.70 0.655 0.64 0.64
最近此股大熱走高是因為市場傳言楊忠禮集團有意與ASIASPACE和綠馳通訊科技進行并購活動。此股在1月25日的0.58升起,直到2月22日達到頂點,日前可能陷入調整期。

Tuesday, February 21, 2012

A review of Glomac(5020) and other stocks

Glomac(5020) closed at 0.865 which is the high of the day. There were 496,000 shares changed hand. We have seen two white candle for this stock. We are more hopeful because the uptrend should continue.

Redtone(0032) closed at 0.285 which is the low of the day.  There were 2 million shares transacted.  There is still a chance that the stock may stage a rebound soon because of the expectation of the market. The low of 0.28 was achieved on Feb 14 and 0.285 is not the recent low. Therefore, there is still a small room for optimism. On Jan 25, when the price reached 0.30, the stock rebounded. Therefor if we hope for the same history to repeat itself, it is just reasonable.

 Canone(5105) reached tghe low of 1.64 and closed higher at 1.66. On Jan 11, this stock rebounded at 1.65.  Therefore, we expect the stock should stage a better performance soon.

3A(0012) closed at 1.28 and the low of the day is 1.27.  It has broken the previous low set on Feb 2, which is 1.29.

If there is strong support at 1.27 coupled with stronger buying interest, there is a possibility that this stock may make a come back soon.

Tgoff(7228) closed at 0.96 at the day low. There were 973,900 shares changed hand. Is the stock going for a reversal soon?

YTLLand(2577) closed at 1.14 at its day low. This is the same price as of Feb 20's closing price. There were 686,300 shares changed hand for today(Feb 20,2012) The low of 1.14 was achieved on Jan 31, 2012 and after that the stock staged a strong rebound. Is it going to be the same story this time?

Cepat(8982) closed at 1.20, 1 cent higher for Feb 21, 2012. The stock should perform better in the coming days ahead.

Kurasia(5097) closed at 0.60.  It seems that the investors for this stock are still accumulating and may just shoot up any time.

Fitter(9318)closed at 0.86, up 2 cents, which is the high of the day. We think the stock should continue its uptrend in the coming days.

商峰(Puncak,6807)

侨丰投资银行今天(2月10日)在报告中写道,市场传出商峰可能被私有化的消息,在分析员看来,成真的几率相当低,尤其是在这个时候。

商峰早前已接获好几个要买下其水务资产的献议,不过,这些献议由于出价达不到预期,都没有被董事局所接受,因为这可牵涉到水务特许经营权的债券可能违约问题。

此外,买卖水务资产,在这个全国大选随时都有可能举行的时候,是一个政治敏感的课题。与此同时,雪州的水务重组计划,在这个“政治敏感”的时期,至少在中短期内都不能获得解决。

多元化业务未回收

分析员提到,雪州水务重组问题,肯定会让欲购买商峰显著股权的投资者却步,因为这是一个极大的风险。

况且,被私有化的单位在资产买卖的过程中,也会失去谈判的筹码。

另一方面,虽然商峰的管理层积极将其业务拓展至石油天然气领域,以开拓收入来源。

然而,这个举动并还未能反映在其股价上。

商峰目前还在竞标各种水务工程,同时也通过联营公司Quality Concrete控股,获得乡区与区域发展部的6亿6732万令吉的合约。

基于商峰在这次联营中占有40%的股份,加上大约15%的总赚幅,商峰在这次的合约所获,并不会太大。

由于商峰刚进入石油天然气领域,预计将会经历严峻的学习阶段,尽管该公司已获得4亿令吉的合约。

侨丰将商峰的评级下调至“中和”,而大马研究则维持“中和”的评级。

Market observation

There were 9.9 million shares changed hand for Puncak(6807) on Feb 21, 2012. Investors were chasing the prices of the stock between 9:13 to 9:17am, 9:45 am to 10:12 am and 2:58 pm to 3:24 pm where prices were being pushed from 1.57 to 1.60, from 1.56 to 1.60 and from 1.57 to 1.62 respectively.

Other water stocks were also active.  The efforts to play water stocks did not follow thru. Puncak's price dropped back to 1.56 on closing, minus one cent.  Will there be a repeated play daily?



Monday, February 20, 2012

Why there is a play on insurance stocks?

The recent rise of Kurasia(5097) might be because of the announcement made by MATTA that Kurasia is one of the 6 insurance companies appointed as the Official Outbound Travel Insurance Service providers for MATTA member selling outbound tour packages.

On Feb 9, 2012, Kurasia(5097) dropped to a low of 0.58 but later it rebounded and shot up to 0.65 on Feb 13, 2012. As there were many profit takers on Feb 13, the stock came down to 0.595 on Feb 17. A sign of rebound was evidenced on Feb 20 where a white candle can be seen.  It opened at 0.60 and rises to 0.615 but later came back to 0.60.  The closing price is stabilised at 0.605.  There were 2,055,700 shares changed hands. It is possible that this stock may challenged the height of 0.65 achieved several days ago.




The Malaysian Association of Tour & Travel Agents (MATTA) today launched the Outbound Travel Insurance Coverage and the Appointment of 6 insurance companies as the Official Outbound Travel Insurance Service providers for MATTA members selling outbound tour packages.

MATTA had over the years been working to come up with an affordable outbound travel insurance coverage for the travelling public that covers all or most of the 8 critical points that are crucial in ensuring the interest of the consumers are looked after.

The 8 critical points are:
1) Medical, Hospitalisation & Treatment Expenses
2) Emergency Medical Evacuation & Repatriation
3) Reimbursement of Deposits or Full Payment of Air Tickets or Tour Packages
4) Repatriation of Mortal Remains
5) Compassionate Visitation Benefits
6) Accidental Death
7) Permanent Disablement
8) 24 Hours Emergency Hotline

A ceremony was held earlier this morning to commemorate the launching and the appointment of the 6 travel insurance service providers. Outbound travel insurance will be made MANDATORY effective 1st March 2012 for all MATTA Members selling Outbound Tour Packages which contain the following elements:

a) Transportation via Air, Sea or Coach from Malaysia
b) GA – Local Transfers & Accommodation
c) Tour Element


In announcing the appointment of the 6 insurance companies, Mr. John Tan, the MATTA Insurance Sub Committee Chairman said “Over the years, MATTA has been working with the insurance companies and the Ministry of Tourism in coming up with an affordable travel insurance scheme covering all or most of these 8 critical points for the benefit of the travelling public”.

He further added that “ MATTA is pleased to announce that out of the 14 insurance companies that MATTA had initially liaised with, MATTA has finally come up with an outbound travel insurance scheme that covers what MATTA wanted and which is Value for Money for the consumers”.

The 6 insurance companies appointed to work with MATTA members are:
1) Ace Jerneh Insurance Berhad
2) Chartis Malaysia Insurance Berhad
3) Hong Leong MSIG Takaful Berhad
4) Kurnia Insurance (M) Berhad
5) Lonpac Insurance Berhad
6) RHB Insurance Berhad

Ybhg Dato’ Mohd Khalid Harun, the President of MATTA stressed the importance of having an outbound travel insurance coverage when travelling overseas as “ there have been many cases of travel agencies becoming insolvent or absconding with the hard earned money of the consumers. It is very heart wrenching when you personally hear of these cases and meet the people. And that is why MATTA had been pushing to make travel insurance mandatory so that the interests of the consumers are looked after”.

He further added, “As of 1st March 2012, Travel Insurance will be made mandatory for all Outbound Tour Packages sold by MATTA Members. So my advice would be if you want to travel overseas with the added knowledge that your interest will be looked after as per the benefits spelled out in the travel insurance scheme, then BUY your Outbound Tour Packages from Travel Agents who are MATTA Members”

For further information, please contact:

Malaysian Association of Tour & Travel Agents
Wisma MATTA
No. 6 Jalan Metro Pudu 2, Fraser Business Park
Off Jalan Yew,
55100 Kuala Lumpur
Tel: 603 9222 1155 begin_of_the_skype_highlighting 9222 1155 end_of_the_skype_highlighting
Fax: 603 9223 8555
Email: sabihah@matta.org.my

   

2012年2月20日光明日报龙虎榜

股項 代號 高 低 支持 阻力 開 閉 14日平均價

1.高美達(GLOMAC) 5020 2.02 0.72 0.85 0.915 0.86 0.855 0.847
這是一間有利可圖的公司,2010年淨賺4074萬8000令吉,2011年淨賺6300萬6000令吉,2012年上半年淨賺4164萬7000令吉。此股正在緩慢上升中,可能會再創新高。


2.立通國際(REDTONE) 0032 0.37 0.145 0.28 0.355 0.295 0.29 0.311
該公司在2011年淨虧1172萬1000令吉,但該公司寬頻業務專攻企業領域,因此能夠在較少競爭的環境裡吸引到客戶。此股曾在此水平高升,相信歷史會重演。




3.銀嶺控股(SRIDGE) 0129 0.34 0.075 0.285 0.35 0.31 0.335 -
如果可以站穩0.30,則有機會升至0.35的第一目標價,第二目標價0.425,止損點破0.285,該公司2010年淨賺256萬4000令吉,2011年上半年淨賺363萬8000令吉。



4.冠旺(CANONE) 5105 2.24 0.88 1.68 2.24 1.69 1.72 1.86
此股從今年1月25日的2.24滑下至2月16日的1.68,幅度是0.56,日本陰陽圖顯示此出現反彈跡象。如果可以升上1.78,則可以升至1.83,如果可以跨越1.88則有機會挑戰2.00水平。



5.馬航(MAS) 3786 2.10 1.23 1.45 1.74 1.51 1.49 1.61
此公司在2011年9月淨虧12億4660萬4000令吉,今年1月19日,馬航股價從1.45升起,6天內至1月30日升至1.74升幅0.29,上週五此股以1.49收市。有機會再挑戰1.45支持點,假如1.45支持點把持不住,則會回到1.30的支持水平,股友看着辦吧。

Monday, February 13, 2012

股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.3A資源(3A) 0012 1.86 1.07 1.57 1.44 1.44 1.37 1.31
2008財年淨賺1214萬,2009財年淨賺1804萬,2010財年淨賺1689萬,只要可以越過1.42目標價,有機會邁向1.65及1.80的水平。


2.楊忠禮置地(YTLLAND) 2577 2.05 0.755 1.20 1.28 1.24 1.21 1.16
2009財年淨賺361萬,2010財年淨賺1862萬,2011財年淨賺1830萬。第一目標價1.30,第二目標價1.35,第三目標價1.40,第四目標價1.50,止損1.17以下。






3.楊忠禮電子(YTLE) 0009 1.24 0.68 0.83 0.94 0.87 0.89 0.858
2007財年淨賺505萬,2008財年淨賺403萬,2009財年413萬,2010財年883萬,2011上半年892萬8000令吉。如果可以突破0.92,則可以挑戰1.00水平。4.阿末查基資源(AZRB) 7078 1.15 0.585 0.85 1.15 0.975 1.05 0.824。

2008財年淨賺1573萬,2009財年淨賺2077萬,2010財年淨虧6163萬。第一目標1.12,第二目標1.20,第三目標1.30,止損點0.95以下。








5.WCT公司(WCT) 9679 3.40 1.85 2.34 2.92 2.78 2.77 2.46
2008財年淨賺1億零220萬,2009財年淨賺1億4710萬,2010財年淨賺1億4115萬令吉。只要一突破2.82,就可以達到2.90的第一目標價,此股第二目標價3.00,第三目標價3.35,止損點2.70以下。