Investalks 马来西亚中文投资论坛 - 与你一起通往财务自由之路

 找回密码
 注册

最近看过此主题的会员

楼主: pwlow

[公司专区] 5191 Tambun Indah 恒大置地

    [复制链接]
x 4
发表于 2015-9-3 00:16 | 显示全部楼层
今天收市竟然跌至1.20。。。
好恐怖~~~~

x 0 我要送花

x 6
发表于 2015-9-3 11:19 | 显示全部楼层
其实现在可以买进吗?看起来这公司还不错下.

点评

其实我之前丢完了,现在看到这样的价位真的很想进场~~~~  发表于 2015-9-5 23:22
其实我之前丢完了,现在看到这样的价位真的很想进场~~~~  发表于 2015-9-5 23:22

x 0 我要送花

x 38
发表于 2015-9-3 12:29 | 显示全部楼层

点评

是啊,所以应该会购入一些吧! 感谢  发表于 2015-9-3 14:03
我覺得長期來看還不錯吧。地點好,balance sheet佳。  发表于 2015-9-3 12:42
谢谢读了资料,但公司潜质应该不是问题吧?  发表于 2015-9-3 12:36

x 1 我要送花

x 46488
发表于 2015-9-9 12:03 | 显示全部楼层
公积金减持至4.24% 不再是恒大置地大股东 2015-09-09 11:41


(吉隆坡8日讯)雇员公积金局(EPF)脱售恒大置地(TAMBUN,5191,主板产业股)的股权,不再是大股东。
恒大置地向马交所报备,雇员公积金局原持有5.17%股权,在上周三(2日)脱售350万股,或0.83%股权后,不再是公司的大股东,目前仅持4.24%。http://www.nanyang.com/node/722266?tid=462




x 2 我要送花

x 6
发表于 2015-9-9 19:58 | 显示全部楼层
请问EPF脱售350万股后会造成什么影响吗?

x 0 我要送花

x 38
发表于 2015-9-9 23:58 | 显示全部楼层
diorz1 发表于 2015-9-9 19:58
请问EPF脱售350万股后会造成什么影响吗?

會給機會你和我買入更多股票,成為大股東。

点评

由於持股低於5%,所以日後股票交易並不需向公眾報告。我們也無法再輕易得知它買還是賣了。  发表于 2015-9-11 06:16
我还是初哥一名,EPF其实只是脱售350万股而已?并没有完全退出吧?  发表于 2015-9-10 09:26

x 1 我要送花

x 26
发表于 2015-9-15 07:26 | 显示全部楼层
同意。机会来了。
来自安卓手机客户端

x 0 我要送花

x 187
发表于 2015-9-26 00:14 | 显示全部楼层
会掉到一块以下

点评

有什么不好消息吗?  发表于 2015-9-26 06:47

x 0 我要送花

x 46488
发表于 2015-10-12 17:32 | 显示全部楼层
廣告准證申請延遲‧恒大置地4億銷售難達標2015-10-12 17:03




(吉隆坡12日訊)恒大置地(TAMBUN,5191,主板產業組)等檳州產業發展商,難以向當局申請廣告准證及發展商執照,分析員認為,任何申請若進一步延遲,該公司全年4億令吉的銷售恐怕未能達標。


豐隆研究指出,檳城產業發展商面對難以向城市和諧、房屋及地方政府申請廣告准證及發展商執照的問題,使發展商不能刊登廣告及與購屋者簽署買賣合約。該公司正與有關當局進行協商以解決這項難題。



豐隆研究指出,任何進一步延遲,料將影響全年4億令吉的銷售目標(上半年為1億7千100萬令吉)。目前為止,該公司未入賬銷售額為4億零800萬令吉,或等於2014年財政年總營業額的0.9倍。

由於該公司旗下產業發展計劃100%專注在檳城市場及可負擔房屋計劃。所以,它潛在風險為檳州產業市場放緩,雖然可能性不高。

該公司計劃在2015年下半年推介雨林公園-2(Raintree Park-2)及Avenue Garden計劃,總發展值達3億令吉,豐隆研究看好它將取得良好訂購率。

該公司面對的廣告准證及發展商執照申請等利空,相信已經全面反映在股價里,即自今年4月15日以來已向下調整約20%。

該行預測其2015年淨利為1億零800萬令吉及2016年則為1億2千萬令吉。由於其估值便宜,2016年預測本益比僅為5倍、周息率則高達7.2%,使該行對它推荐“買進”評級,目標價為定在1令吉65仙。(星洲日報/財經‧報導:李文龍)






x 2 我要送花

x 46488
发表于 2015-10-22 12:09 | 显示全部楼层
多空一线:恒大置地上挑RM1.56 2015-10-22 11:36







周二,日股的技术反弹未能为马股带来应有支撑,持续处于1700点的支撑水平线上报收,交投趋势重点继续投向二三线项。
富时隆综指处于横摆盘整走势,以1707.11点报收,30只成分股进入横摆盘整中。
上升股为537只,而下跌股为310只。
恒大置地(TAMBUN,5191,主板产业股)闭市时反弹,收于1.46令吉,按日起5仙或3.53%。
恒大置地的日线图表的交投趋势,上破一道短线顶头阻力线(B1:B2)上报收。
它的日线平滑异同移动均线指标(MACD)的交投走势,已告处于一段持续上升趋势。
它处于“0”支撑线上波动,后市交投走势料会出现回试下限支持线的支撑。
恒大置地的日线图表走势于回试后,或会显现反弹走势,料会上挑1.47至1.56令吉的阻力位。
免责声明
本文纯属技术面分析,仅供参考,并非推荐购买。投资前请咨询专业金融师。


敏源 技术分析教父


http://www.nanyang.com/node/729980?tid=462


x 1 我要送花

x 6
发表于 2015-10-29 21:48 | 显示全部楼层
Hi Everyone,
actually i m going through tambun 2014 annual report now as a freshy...
lets say if i want to get its ROE, IS NET INCOME AFTER TAX/ shareholder equity, right?

but, in its report, i only manage to find its Shareholder equity (396992) at page 6

so, is there any term equivalent to net income after tax?

x 0 我要送花

x 26
发表于 2015-11-12 08:15 | 显示全部楼层
Trading idea: Attractive dividend yield proxy in property - TAMBUN (RM1.40/Vol:371k)
Author: kltrader | Publish date: Wed, 11 Nov 2015, 09:43 AM


HLIB Institutional Research has a BUY rating on TAMBUN with target price of RM1.65 (based on 30% discount to RNAV), or 17.9% upside. TAMBUN remains our top proxy pick for property sector as it offers resilient growth prospects, with FY14-16 earnings CAGR of 9.5% at undemanding 5x FY16 P/E (against average historical 10-year 5.7x and peers ’ 9.3x), s upported by attractive yields of 7.3-8.1% for FY15-16 (FIG1&2).
Unlike Iskandar, which is facing a supply glut, the Penang mainland market is experiencing a supply shortage and healthy demand. As at 30 June 2015, TAMBUN achieved an average take-up rate of 89.2% for its ongoing projects, with a total GDV of RM1.2bn; and unbilled sales of approximately RM408m. These s hould contribute positively to the Group’s earnings for the next two to three years.
Values resurface after recent plunge in share prices. While weak consumer sentiment post-GST, prolonged political uncertainties and the concern on further delay in advertising permits and developer license (APDL) could pose downside risks to share prices, we believe these negative news have largely been reflected in its recent share price correction (-39.4% from 52-week high) and have formed a temporary bottom, supported by oversold indicators coupled with buying supports by EPF.
Oversold and ripe for short term rebound. TAMBUN is oversold after recent slump in share price. Currently, it is building its base near RM1.38 (daily lower Bollinger band), with lower support above RM1.35 (50-d SMA and 23.6% FR).
A decisive breakout above RM1.43 (daily mid Bollinger band) could provide further impetus to retest short term upside targets of RM1.48 (38.2% FR) and RM1.57 (50% FR) before reaching our long term objectives of RM1.65 (200-d SMA). Cut loss at RM1.32 (3 sen below S2).
Good risk to reward ratio with 17.9% upside against 5.7% downside. All in, we see a good risk to reward ratio for investor with a theoretical entry price of RM1.40 given that the downside to the cut loss zone of RM1.32 is 8 sen (-5.7%) while the upside to the LT target of RM1.65 is 25 sen (+17.9%).
Source: Hong Leong Investment Bank Research - 11 Nov 2015
来自安卓手机客户端

x 0 我要送花

x 44
发表于 2015-11-15 22:05 | 显示全部楼层

300%%

x 0 我要送花

x 114
发表于 2015-11-15 22:21 | 显示全部楼层
krong 发表于 2015-11-15 22:05
300%%

好厉害啊!
来自安卓手机客户端

x 1 我要送花

x 46488
发表于 2015-11-19 18:04 | 显示全部楼层

5191    TAMBUN    TAMBUN INDAH LAND BERHAD
Quarterly rpt on consolidated results for the financial period ended 30/09/2015
Quarter:3rd Quarter
Financial Year End:31/12/2015
Report Status:Unaudited
Submitted By:
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
30/09/201530/09/201430/09/201530/09/2014
RM '000RM '000RM '000RM '000
1Revenue86,182116,774276,601356,755
2Profit/Loss Before Tax32,91434,75796,429103,111
3Profit/Loss After Tax and Minority Interest23,77925,53570,77076,263
4Net Profit/Loss For The Period23,87325,75671,57776,869
5Basic Earnings/Loss Per Shares (sen)5.616.2216.7518.96
6Dividend Per Share (sen)3.003.003.003.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM) 1.01000.9400
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

19/11/2015   05:56 PM


Ref Code: 201511193100210

x 1 我要送花

x 46488
发表于 2015-11-19 18:04 | 显示全部楼层

5191    TAMBUN    TAMBUN INDAH LAND BERHAD
Single tier First Interim Dividend 3 Sen
Entitlement Details:
Single tier first interim dividend of 3 sen per ordinary share of RM0.50
each for the financial year ending 31 December 2015
Entitlement Type:First Interim Dividend
Entitlement Date and Time:28/01/2016  04:00 AM
Year Ending/Period Ending/Ended Date:31/12/2015
EX Date:26/01/2016
To SCANS Date:
Payment Date:18/02/2016
Interest Payment Period:
Rights Issue Price:
0.000
Trading of Rights Start On:
Trading of Rights End On:
Stock Par Value:
Share transfer book & register of members will be closed from   to   (both dates inclusive) for the purpose of determining the entitlements
A Depositor shall qualify for the entitlement in respect of:
- Securities transferred into the Depositor's Securities Account before 28/01/2016 04:00 PM in respect of ordinary transfers.
- Securities transferred into the Depositor's Securities Account before     in respect of express transfers.
- Securities deposited into the Depositor's Securities Account before     in respect of securities exempted from mandatory deposit.
- Securities not withdrawn from the Depositor's Securities Account as at    .
- Securities bought on BMSB on a cum entitlement basis according to the Rules of the BMSB.
Registrar's Name and Contact:
TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower
A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan
Kerinchi59200Kuala LumpurTel:03-27839299
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
Submitted By:

19/11/2015   06:03 PM


Ref Code: 201511193200216

x 1 我要送花

x 46488
发表于 2015-11-19 18:09 | 显示全部楼层

OTHERS Tambun Indah Land Berhad (Tambun Indah or the Company) - Change of Dividend Policy
TAMBUN INDAH LAND BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionTambun Indah Land Berhad (Tambun Indah or the Company)- Change of Dividend Policy
The Board of Directors of Tambun Indah wishes to announce that the Dividend Policy of Tambun Indah had been revised in the manner set out below:-
Existing PolicyRevised PolicyEffective Date
40% to 60% of Tambun Indah Group's audited Profit After Tax ("PAT") for the financial year40% to 60% of Tambun Indah Group's audited PAT excluding any valuation gain or loss on investment properties for the financial yearFinancial Year Ending 31 December 2015
This announcement is dated 19 November 2015.


                                             






Announcement Info
Company Name                                                                         TAMBUN INDAH LAND BERHAD                                                         
Stock Name TAMBUN
Date Announced19 Nov 2015
CategoryGeneral Announcement for PLC
Reference NumberGA1-18112015-00080


x 1 我要送花

x 46488
发表于 2015-11-19 21:57 | 显示全部楼层
恆大第3季净利跌7%

(吉隆坡19日讯)恆大置地(TAMBUN,5191,主板產业股)2015財政年第3季(截至9月30日止)净利和营业额皆跌。该公司净利按年跌6.88%,至2378万令吉,去年同期为2554万令吉;营业额亦按年下滑26.2%,至8618万令吉。

该公司9个月净利为7077万令吉,按年挫7.20%;而营业额则达2亿7660万令吉,按年下滑22.47%。

配合业绩出炉,该公司宣布派发每股3仙股息,除权日为明年1月26日。

另外,恆大置地宣布调整其派息政策,从原本的占审核后净利的40%至60%,调整为占审核后净利(不包括资產估值获利或亏损)的40%至60%。http://www.orientaldaily.com.my/business/cj37246

x 1 我要送花

x 46488
发表于 2015-11-19 22:10 | 显示全部楼层
恆大置地每股派息3仙
  2015年11月19日 企業
 (吉隆坡19日訊)恆大置地(TAMBUN,5191,主要板房產)截至9月底第3季,淨利按年跌7%至2377萬令吉,營業額減少26%至8618萬令吉,同時宣布派息每股3仙,及調整股息政策。

 恆大置地向馬證交所報備,將于明年2月18日派發每股3仙中期股息。

 該公司首9月淨利跌7%至7077萬令吉;營業額下滑22%至2億7660萬令吉。

 從2015財年起,恆大置地股息政策仍維持在派發40%至60%的淨利,但此淨利將不包括任何估值收益或虧損。

 該公司原本將介于40%至60%淨利作為股息派發給股東。http://www.chinapress.com.my/201 ... E6%81%AF3%E4%BB%99/

x 1 我要送花

x 103
发表于 2015-11-20 08:24 | 显示全部楼层
TAMBUN减息了

x 0 我要送花

发表回复

您需要登录后才可以回帖 登录 | 注册 |

本版积分规则

Google 搜索本站 搜索WWW

快速回复 返回顶部 返回列表