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【MELATI 5129 交流专区】亿成控股

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楼主: 初生之犢       显示全部楼层   阅读模式

发表于 25-11-2007 03:18 PM | 显示全部楼层
原帖由 草下飞 于 25-11-2007 01:37 PM 发表



请问一下,你是在哪里看到消息说Melati已经宣布给5.475分的净股息?我在bursa 的announcement没看到有?之前不是propose给7。5sen的dividend吗?

如果你有这消息的link,可否放上来?



5.475 是扣掉 27% 稅...
你和生意兄說的都是同一樣東西
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发表于 25-11-2007 04:02 PM | 显示全部楼层

阻力1.56,支撑1.48。。。另一个支撑点在1.42。。。
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发表于 25-11-2007 05:04 PM | 显示全部楼层
原帖由 mjchua 于 25-11-2007 03:18 PM 发表



5.475 是扣掉 27% 稅...
你和生意兄說的都是同一樣東西



呵呵。。。原来如此。。。
melati应该还没决定几时会派股息吧。。。到时候公布了,股价应该会一路向北
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发表于 25-11-2007 05:12 PM | 显示全部楼层
原帖由 yy_218 于 25-11-2007 04:02 PM 发表
http://i54.photobucket.com/albums/g93/yy218/melati.jpg
阻力1.56,支撑1.48。。。另一个支撑点在1.42。。。



谢谢你的分析,可是小弟我才疏学浅,不会看图表。。。无论如何,以你的技术派分析,你怎么看这只股?可否和大家分享多一些?

小弟只是懂得看基本面。。。公司的ROE很高,PE却很低,业绩也蒸蒸日上。。。至于订单,呵呵。。。17亿的总数,后面可能还有我们还没看到的 在众产业股当中,可说是最物廉价美的。让我们拭目以待。。。
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发表于 25-11-2007 06:06 PM | 显示全部楼层
未来的趋势没办法知道,下跌?还是横摆?上涨??
以这个图表,分批买进比较实际。。。支撑点在1.48。如果跌破,另一个支撑点在1.42。。。
我个人觉得,背离很大找一个时机买进,但是这个背离会越来越大吗?没人懂。。。
所以选择分批买进是最好的了。。
(个人意见,纯粹分享)
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发表于 25-11-2007 06:09 PM | 显示全部楼层
我认为美国最少都会动12500点,最差的情况可以动12000点。所以我还在等

最好不要问t&r的问题先,对全部还没有买进的人都有好处。
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发表于 25-11-2007 06:54 PM | 显示全部楼层
集中讨论Melati,将草下飞兄的帖子摘录如下:
<MELATI EHSAN 和 OMEGA HOLDINGS BERHAD的瓜葛>


原帖由 草下飞 于 17-11-2007 08:48 PM 发表
MELATI EHSAN 和 OMEGA HOLDINGS BERHAD的瓜葛

请问一下,MELATI EHSAN 和 OMEGA HOLDINGS BERHAD有何瓜葛?

OMEGA HOLDINGS BERHAD已经在bursa除牌,不晓得什么原因,是经营不当吗?

MELATI EHSAN 的前身是 OMEGA HOLDINGS BERHAD吗?如果是的话,现在的MELATI EHSAN 里面的管理层是不是以前 OMEGA HOLDINGS BERHAD的那班人?



原帖由 8years 于 17-11-2007 08:57 PM 发表
当年omega破产,melati原本要做白武士后门上市。后来发现omega太多问题,所以取消。

最后决定自己上市。也就是现在的melati,可以短讯mr. business,他有非常多的资料


原帖由 草下飞 于 17-11-2007 09:08 PM 发表
谢谢告知。。。

你说的做白武士后门上市是什么意思,可否大概讲解一番?不好意思,小弟我是新人一位。

我刚刚还在看你的---8年的投资组合,没想到你就已经回复我了,真巧


原帖由 8years 于 17-11-2007 09:20 PM 发表
“白武士后门上市”
就是买要倒闭的上市公司,那么就可以省下上市的费用,上市要给很多费用的。买上市公司就不用给这些钱。
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发表于 25-11-2007 07:00 PM | 显示全部楼层
原帖由 草下飞 于 25-11-2007 01:37 PM 发表
请问一下,你是在哪里看到消息说Melati已经宣布给5.475分的净股息?我在bursa 的announcement没看到有?之前不是propose给7。5sen的dividend吗?

如果你有这消息的link,可否放上来?


mjchua兄解释了; 另外这股息要先等AGM批准。

Link:

B12.    Dividends
The Board of Directors is recommending a first and final dividend of 7.5 sen gross per ordinary share of RM0.50 each (2006 : Nil) less 27% income tax in respect of the financial year ended 31 August 2007 for shareholders approval at the forthcoming Annual General Meeting.

The total dividend of 7.5 sen gross per ordinary share of RM0.50 each is in line with the Group’s dividend policy as stated in the prospectus dated 26 February 2007.
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发表于 25-11-2007 07:10 PM | 显示全部楼层
看看klci。。。

klci在这几天跌了50点,回升一点是必然。。。。
从图标来看,我觉得MACD应该会跌到0一下。。。
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发表于 25-11-2007 08:06 PM | 显示全部楼层
原帖由 8years 于 25-11-2007 06:09 PM 发表
我认为美国最少都会动12500点,最差的情况可以动12000点。所以我还在等

最好不要问t&r的问题先,对全部还没有买进的人都有好处。


你和我一樣在等啊 ? 但是我想先上車買少少票先... 之後再等時候補票...
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发表于 25-11-2007 08:18 PM | 显示全部楼层
Melati随着交易量的减少而从高峰回跌。。。


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发表于 25-11-2007 08:28 PM | 显示全部楼层

回复 #70 mjchua 的帖子

我已经上车了
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发表于 25-11-2007 08:47 PM | 显示全部楼层
原帖由 8years 于 25-11-2007 08:28 PM 发表
我已经上车了


我還沒有上車... 很快的... 我會上車陪你... 不要怕...
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发表于 25-11-2007 08:51 PM | 显示全部楼层

回复 #72 8years 的帖子

危险!!一只股一旦缺乏成交量,很快就会被打回原型了,我就中了SAAG这个陷阱..
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发表于 25-11-2007 08:52 PM | 显示全部楼层
原帖由 ThermoFisher 于 25-11-2007 08:51 PM 发表
危险!!一只股一旦缺乏成交量,很快就会被打回原型了,我就中了SAAG这个陷阱..


RCE 也是沒有成交量了..
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发表于 25-11-2007 09:00 PM | 显示全部楼层
以下是篇旧文章,关于Melati的,时间应该是在Melati上市之前。要讲点背景资料,上市之前的Melati Ehsan集团是有turnkey consturtor和地产发展的业务的。地产发展主要是与TPPT合作中等房产,例如Johor的Taman Ehsan Jaya。欢迎Johor的网友讲讲关于这Taman Ehsan Jaya的评价。

"MEDSB director Zainudin Badarudin tells City & Country that it endeavours to provide affordable and well-designed homes to purchasers without sacrificing quality. “Our homes are designed and built for value creation for purchasers. Each unit comes with generous built-up, layout, additional parking space and attractive colour schemes,” Zainudin says."

"He adds that this approach is even extended to the low-cost houses, which have larger built-ups, being built in Taman Ehsan Jaya. “The standard regulation for low-cost flats is a built-up of 650 to 680 sq ft. In our low-cost flats, which are priced at RM35,000, the built-up is 700 sq ft.” He adds that the layout of the low-cost flats allows better use of space, instead of the normal “store room-sized” bedrooms found elsewhere."

"“While these features may not be of importance to all buyers, we believe they are significant enough to be appreciated by purchasers. We take pride in providing these features to a segment that we believe requires the extras,” Zainudin explains."

看来Melati还蛮注重客户的需要的。。。


Melati Ehsan set to bloom

By Allison Lee

The Melati Ehsan Group is confident its maiden venture in Johor, Taman Ehsan Jaya, will succeed with its mix of affordability, location and design. Situated along the Tebrau corridor, the RM850 million project is a joint venture between subsidiary Melati Ehsan Development Sdn Bhd (MEDSB) and landowner TPPT Sdn Bhd, a wholly owned subsidiary of Bank Negara Malaysia.

Located 14km northeast of Johor Baru, the 298-acre Taman Ehsan Jaya will consist of 5,000 units of residential and commercial properties. It is 25% complete with the first phase of 62 units of 2-storey terraced houses launched in 2001 and handed over in 2003. The phase is fully sold.

To date, over 2,000 units have been launched and 1,000 units handed over. There is a population of 4,000 to 5,000, which is expected to reach 20,000 upon completion in 2009.

MEDSB director Zainudin Badarudin tells City & Country that it endeavours to provide affordable and well-designed homes to purchasers without sacrificing quality. “Our homes are designed and built for value creation for purchasers. Each unit comes with generous built-up, layout, additional parking space and attractive colour schemes,” Zainudin says.

He adds that this approach is even extended to the low-cost houses, which have larger built-ups, being built in Taman Ehsan Jaya. “The standard regulation for low-cost flats is a built-up of 650 to 680 sq ft. In our low-cost flats, which are priced at RM35,000, the built-up is 700 sq ft.” He adds that the layout of the low-cost flats allows better use of space, instead of the normal “store room-sized” bedrooms found elsewhere.

“While these features may not be of importance to all buyers, we believe they are significant enough to be appreciated by purchasers. We take pride in providing these features to a segment that we believe requires the extras,” Zainudin explains.

Subcontracting start

MEDSB was incorporated in 1995 and was initially involved in small subcontracting construction works for housing developments in the Klang Valley.

Zainudin says its big break came in 2000 when it was appointed turnkey developer for the joint venture with TPPT.

“Being a relative unknown in the JB market, MEDSB hopes to gain recognition in the property market through Taman Ehsan Jaya.”

Taman Ehsan Jaya’s 2-storey Aman series was launched in March in conjunction with the Melati Ehsan Charity Fair 2006, which was officiated by Housing and Local Government Minister Datuk Seri Ong Ka Ting. The fair raised RM150,000 for SJK Foon Yew 5.

The Aman series has two designs. Aman B has a take-up rate of 30% for the 88 units launched, while some 800 registrants have signed up for Aman A. The RM60 million Aman series is targeted for completion by end-2007. It will consist of 281 units with built-ups of 1,871 to 2,312 sq ft and prices from RM185,980 to RM380,815.

“Taman Ehsan Jaya is sandwiched between two major expressways serving JB — Pasir Gudang and Tebrau highways. In future, it will be served by an inner ring road connecting to the proposed Senai-Desaru Expressway,” Zainudin says.

On how Taman Ehsan Jaya will fare amidst the slower Johor property market, Zainudin says the development was unlike a number of “mega” property development projects that have recently been launched in the state.

“Taman Ehsan Jaya has the advantage of being located within established and mature neighbourhoods. The surrounding property developments, such as Taman Johor Jaya (originally launched in the mid-1980s), Taman Desa Jaya and Taman Desa Cemerlang (launched in the 1990s), have developed into a mature residential and commercial area.”

Zainudin says another benefit from being located near existing neighbourhoods was that Taman Ehsan Jaya would be able to capture upgraders from the adjacent mature and established residential areas. “We are also targeting purchasers from within JB who would have the means and want to shift from existing homes in the crowded, busy city areas where the cost living is higher and the environment less healthy,” he adds.

He also points out the advantages of developing within an established neighbourhood — general amenities and conveniences are all just at the doorstep. These include hypermarket and shopping malls such as Giant, Carrefour, Makro, The Store and Jusco. Other amenities such as banks, government offices, food courts, petrol kiosk and recreation area, hospitals and Johor Jaya bus terminal are already in place.

Zainudin says MEDSB’s focus is on Taman Ehsan Jaya and it is also looking to increase its landbank in the Senai area. “We have two upcoming projects. Bayu Sierramas will begin construction in August and the first phase comprises 3-storey link houses with a gross development value of RM30 million. This will be followed by 500 units of high-end apartments. We are also developing the 70-acre Bandar Sentul Murni, which will be completed in 2009.”

Turnkey contractors

MEDSB is part of the Kuala Lumpur-based Melati Ehsan Group. The group is involved in property development, engineering and construction. Zainudin says companies within the group are currently involved in a number of residential development ventures and operating as “turnkey contractors or builders” for the government at state and federal levels.

Among the group’s previous and on-going projects are Bayu Damansara and Bayu Perdana in Section 11 of Kota Damansara. Bayu Damansara is a joint venture with Perbadanan Kemajuan Negeri Selangor. Comprising 334 terraced houses, 38 semi-detached houses and 10 bungalows, the RM150- million Bayu Damansara project was completed last December and is fully sold.

Meanwhile, the neighbouring RM24-million Bayu Perdana project comprises 61 link houses and 10 semi-detached houses. At present, Bayu Perdana is 60% completed and is slated for completion in September.

The RM40 million Desa Sri Bayu project in Rawang is a joint venture with the Selayang Municipal Council. The project is on 18 acres within the expanding Bandar Baru selayang. It comprises 197 link houses and 90 low-cost apartments. The link-houses were completed and handed over in January while the apartments will be handed over this month.

The 100-acre Taman Aman Putra in Jinjang Utara is a mixed development project comprising 6,688 apartments and shoplots. It is a joint venture with Kuala Lumpur City Hall. The first phase was launched in 2002 and to date, 1,000 low- and medium-cost apartments have been launched with a take-up of 60%.

http://www.theedgedaily.com/cms/ ... a-1c79dfc0-23d6b797
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发表于 25-11-2007 09:57 PM | 显示全部楼层
原帖由 8years 于 25-11-2007 06:09 PM 发表
我认为美国最少都会动12500点,最差的情况可以动12000点。所以我还在等

最好不要问t&r的问题先,对全部还没有买进的人都有好处。



说的也是,我也还没进够货
可是我不敢预测DJ指数会跌到12000。。。毕竟12月和1月通常股市都会上涨。。。如果要等,很可能还要等一段时间。。。无论如何,我认为以现在1。5左右的价钱已经算是上次调整后的折扣了。。。明天或后天我应该还会进一点货。。。然后作长线投资。。。
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发表于 25-11-2007 10:04 PM | 显示全部楼层
原帖由 ThermoFisher 于 25-11-2007 08:51 PM 发表
危险!!一只股一旦缺乏成交量,很快就会被打回原型了,我就中了SAAG这个陷阱..


klse.8k大大说过,成交量高的股不见得就是好股,而且通常他们已太昂贵。。。当初ytl是热门股吗?现在它都不知道几风光

melati是一只还未被群众发掘的高成长股,加上优异的管理层(诚信方面还没问我的朋友,就不敢讲了 )。。。只要有做一点功课,就知道melati的基本面真的很好。。。

我不怕他低成交量,最好我还没进够货之前他不要大涨,反正我是投资不是投机 。。。我相信8years和mjchua大大也是这样想
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发表于 25-11-2007 10:09 PM | 显示全部楼层

回复 #78 草下飞 的帖子

Melati的MD的访问。


Monday November 5, 2007

Melati Ehsan set to join the big league, says MD

Excerpts from an interview with Melati Ehsan's managing director Datuk Yap Suan Chee


STARBIZ: What do you think are the contributing factors to Melati Ehsan's good performance?  

Datuk Yap Suan Chee: Besides having the right set of construction skills and expertise, I believe it is also important to deliver projects on time and within budget.  

It's also important to pick the right projects and maintain good cash flow and keep borrowings as low as possible.  


STARBIZ: Melati Ehsan has always tried to raise funds internally for its operational requirements and expansion. Is this intentional or a policy of the company?

Datuk Yap Suan Chee: It's not a policy, but we try to borrow as little as possible.  

I guess it comes from my personal experience when I acted as a guarantor for a business, which required financing from a bank in the mid 1990s. When the business failed, I had to repay the loan and it was tough, but I finally managed to pay it over the years. It taught me a lesson to be very careful when taking a loan.


STARBIZ: What are your plans for the company, going forward?  

Datuk Yap Suan Chee: I think it's time for Melati Ehsan to leapfrog into the big league. Go for bigger projects. These projects require larger funds, so we need more funds.  

Taking loans from financial institutions is a possibility, but we have to be extremely cautious in doing so.


STARBIZ: Will the company be looking for both local and overseas projects?

Datuk Yap Suan Chee: The bulk of our projects are local, but if the opportunity arises and the projects overseas are commercially viable, then we can consider them.  

http://thestar.com.my/news/story ... 370670&sec=business

[ 本帖最后由 Mr.Business 于 25-11-2007 10:13 PM 编辑 ]
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发表于 25-11-2007 10:15 PM | 显示全部楼层

回复 #74 ThermoFisher 的帖子

我就是真正等他打回原型,不,是要他比原型更残
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