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楼主: metroair

[公司专区] 0078 GDEX 吉运速递

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发表于 2011-4-8 12:28 | 显示全部楼层
本益比真的有点高了,要套利也是时候。不过会收一些等下个月的业绩出炉。
metroair 发表于 2011-4-8 11:10



    如果你的进场价便宜是可以守住,我想等便宜一点才买。

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x 17
发表于 2011-4-8 12:33 | 显示全部楼层
RM0.4? 算高嗎 ?
ShynanGoh 发表于 2011-4-8 12:30



    不错。现在1.13, 利润不错。如果现在0.4 我也会买。

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 楼主| 发表于 2011-4-8 12:37 | 显示全部楼层
如果你的进场价便宜是可以守住,我想等便宜一点才买。
serenepsl 发表于 2011-4-8 12:28


之前还没公布消息说Sing Post 要入股,我已经开始买了。
但warrant买得比较多,因为便宜可以买多点。 六毛时已套利一半。

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 楼主| 发表于 2011-4-8 12:39 | 显示全部楼层
RM0.4? 算高嗎 ?
ShynanGoh 发表于 2011-4-8 12:30



如果真的四毛持到现在,恭喜啦!老吴。

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 楼主| 发表于 2011-4-8 12:53 | 显示全部楼层
回复 36# ShynanGoh

我还没看,看后会与你分享(如果是好料)。

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发表于 2011-4-8 13:09 | 显示全部楼层
玩GDEX是不看基本面的,要看基本面远远都轮不到它..........

看老板的心情,基本上只有些投机客(散户)和老板的左手进右手出而已.

之前股价五毛六毛的时候,share issue才1亿股,现在RM1.10时已是2亿股了.看老板要不要推而已. 其实说到低盈利并无增长.

我很清楚这股.原因我就不说了.

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发表于 2011-4-8 13:19 | 显示全部楼层
回复 41# ShynanGoh


    秘密,不过我比BM知道得更多..........

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 楼主| 发表于 2011-4-8 13:19 | 显示全部楼层
回复 40# kennykam

我相信有一天,还是会跑回正轨的。如果是之前我就不敢说。

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发表于 2011-4-8 13:23 | 显示全部楼层
回复 43# metroair


    何为正轨?股价回落到五六毛钱还是跑回本益比20X以下.

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发表于 2011-4-8 13:43 | 显示全部楼层
太容易猜了,一定是和 Audit Firm 有關的工作
ShynanGoh 发表于 2011-4-8 13:22



吴大真的是神啊!

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 楼主| 发表于 2011-4-8 13:46 | 显示全部楼层
回复 46# ShynanGoh


Sing Post 都出价0.80哦

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 楼主| 发表于 2011-4-8 14:07 | 显示全部楼层
本帖最后由 metroair 于 2011-4-8 14:35 编辑

回复 49# ShynanGoh

买入Gdex是因为之前有收到一点消息,再看基本面都不坏,而且淡马锡都看好就买进。
往后的日子会有什么的的发展就要看大股东如何安排了。过去式的做法不等于以后没有改变。

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 楼主| 发表于 2011-5-28 15:51 | 显示全部楼层
Company Name
:
GD EXPRESS CARRIER BERHAD (ACE Market)
Stock Name
:
GDEX   
Date Announced
:
23/05/2011
Financial Year End
:
30/06/2011
Quarter
:
3
Quarterly report for the financial period ended
:
31/03/2011
The figures
:
have not been audited

Converted attachment :



Currency
:
Malaysian Ringgit (MYR)


SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2011


    INDIVIDUAL PERIOD
    CUMULATIVE PERIOD
      CURRENT YEAR QUARTER
      PRECEDING YEAR
      CORRESPONDING
      QUARTER
      CURRENT YEAR TO DATE
      PRECEDING YEAR
      CORRESPONDING
      PERIOD
        31/03/2011
        31/03/2010
        31/03/2011
        31/03/2010
          $$'000
          $$'000
          $$'000
          $$'000
          1Revenue
          23,109
          20,495
          67,765
          60,453
          2Profit/(loss) before tax
          1,841
          1,645
          5,679
          4,942
          3Profit/(loss) for the period
          1,306
          1,247
          4,163
          3,598
          4Profit/(loss) attributable to ordinary equity holders of the parent
          1,306
          1,247
          4,163
          3,598
          5Basic earnings/(loss) per share (Subunit)
          0.51
          0.48
          1.62
          1.40
          6Proposed/Declared dividend per share (Subunit)
          0.00
          0.00
          0.00
          0.00








          AS AT END OF CURRENT QUARTER
          AS AT PRECEDING FINANCIAL YEAR END
          7
          Net assets per share attributable to ordinary equity holders of the parent ($$)
          0.1700
          0.1600

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           楼主| 发表于 2011-5-28 15:54 | 显示全部楼层
          Type : Announcement
          Subject : PUBLIC SHAREHOLDINGS SPREAD



          Description : GD EXPRESS CARRIER BERHAD ("GDEX" or "the Company")
          - Public Shareholdings Spread Requirement Pursuant to Rule 8.02(1) of the Listing Requirements of Bursa Malaysia Securities Berhad ("Bursa Securities") for the ACE Market


          Announcement Details/Table Section :

          Further to our earlier announcement dated 4 April 2011 pertaining to the approval granted by Bursa Securities for a period of 6 months until 15 September 2011 to comply with the public shareholdings spread pursuant to Rule 8.02(1) of the ACE Market Listing Requirements of Bursa Securities, the Board of Directors of GDEX wishes to announce that the public shareholdings spread of the Company as at 25 May 2011, is 27.09% of its total paid up capital.

          Therefore, the Company has complied with the public shareholdings spread requirement pursuant to Rule 8.02(1) of the ACE Market Listing Requirements.

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           楼主| 发表于 2011-5-28 16:00 | 显示全部楼层
          听说GDEX来临的日子会有一些动作,是跟外国公司合作有关,

          会慢慢累积,但大多数的票都在大股东手里,交易量少之又少。

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          x 61
          发表于 2011-8-25 22:45 | 显示全部楼层
          GD Express 4Q net profit up 19.49% to RM2.82m      
            
          KUALA LUMPUR: GD EXPRESS CARRIER BHD [] (GDEX) net profit for the fourth quarter ended June 30, 2011 rose 19.49% to RM2.82 million from RM2.36 million a year earlier, due to higher demand for logistics services in the market.

          It said on Thursday, Aug 25 that revenue for the quarter increased 18.3% to RM25.31 million from RM21.39 million in 2010.

          Earnings per share rose to 1.10 sen from 0.92 sen in 2010, while net assets per share was 18 sen.

          GDEX proposed a final single tier dividend of 12.5% or 1.25 sen per share in respect of the financial year ended June 30, 2011, subject to shareholders' approval at its forthcoming AGM.

          For the financial year ended June 30, GDEX’s net profit rose 17.3% to RM6.98 million from RM5.95 million in 2010, on the back of a 13.7% rise in revenue to RM93.07 million from RM81.84 million in 2010.

          Reviewing its performance, GDEX said the favourable result was mainly due to the increase in the number of business days during the quarter as compared to the immediate preceding quarter.

          On its prospects, GDEX said it expects the domestic economy to remain healthy.

          “Whilst competition is expected to remain intense, GDEX will continue to focus in strengthening its service quality, increasing handling capacity and streamlining process flow to drive operational efficiencies to ensure the long term sustainability of the group.

          “Barring unforeseen circumstances, the board is of the opinion that the group’s prospects will remain positive,” it said.

          http://www.theedgemalaysia.com/b ... 949-to-rm282m-.html

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          发表于 2011-11-14 18:10 | 显示全部楼层
          Entitlements (Notice of Book Closure)
          Reference No CU-111114-29422

          Company Name
          :
          GD EXPRESS CARRIER BERHAD  (ACE Market)
          Stock Name
          :
          GDEX  
          Date Announced
          :
          14/11/2011

          EX-date
          :
          20/12/2011
          Entitlement date
          :
          22/12/2011
          Entitlement time
          :
          05:00:00 PM  
          Entitlement subject
          :
          First and Final Dividend
          Entitlement description
          :
          First and Final Single Tier Dividend of 12.5% or 1.25 sen per share
          Period of interest payment
          :
          to
          Financial Year End
          :
          30/06/2011
          Share transfer book & register of members will be
          :
          to closed from (both dates inclusive)  for the purpose of determining the entitlements
          Registrar's name ,address, telephone no
          :
          Tricor Investor Services Sdn. Bhd. (Company No. 118401-V)
          Level 17, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur
          Tel No. 03 22643883
          Payment date       
          :
          05/01/2012

          a.

          Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
          :
          22/12/2011

          b.

          Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
          :

          c.Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
          Number of new shares/securities issued (units) (If applicable)
          :

          Entitlement indicator
          :
          Percentage
          Entitlement in percentage (%)
          :
          12.5

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          x 61
          发表于 2011-11-24 22:47 | 显示全部楼层
          GD Express 1Q net profit up 27.4% to RM1.58m      

          KUALA LUMPUR (Nov 24): GD EXPRESS CARRIER BHD [] net profit for the first quarter ended Sept 30, 2011 rose 27.4% to RM1.58 million from RM1.24 million a year earlier, due mainly to higher demand for courier and logistics services.

          The company said on Thursday that its revenue for the quarter increased 23.3% to RM26.28 million from RM21.32 million in 2010.

          Earnings per share was 0.62 sen compared to 0.48 sen a year earlier, while net assets per share was 19 sen.

          Reviewing its performance, GD Express said the favorable performance was attributed by higher demand for courier and logistics services, in tandem with the growing outsourcing trend in the business environment.

          The company said that in response to external demand, it had invested further in infrastructure, processes and people to facilitate higher business growth and improved performance.

          On its prospects, GD Express said it expects the domestic economy to remain healthy, with the implementation of various government initiatives.

          However, the recent liberalisation of courier industry brought in new foreign entrants to the local market which intensify competition, it said.

          “The group will continue its key focus in improving service quality and gain greater trust from the customers.

          “Barring unforeseen circumstances, the board is of the opinion that the group’s prospects will remain positive,” it said.

          http://www.theedgemalaysia.com/b ... -274-to-rm158m.html

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          x 61
          发表于 2011-12-8 18:24 | 显示全部楼层
          GDEX still eyeing regional plans  

          KUALA LUMPUR: Although GD Express Carrier Bhd’s (GDEX) earlier plans to expand to Laos did not materialise, the express delivery and logistics services provider is still eyeing regional expansion as competition heats up in the domestic courier segment.

          GDEX CEO and executive director Leong Chee Tong said yesterday the group had been looking for opportunities in Southeast Asia, with Indonesia being a potential destination in the near term.

          The ACE Market-listed company is in preliminary discussions with potential local partners in Indonesia and other neighbouring countries, Leong told The Edge Financial Daily after the GDEX AGM yesterday.

          Leong said GDEX would likely team up with local partners in countries in Southeast Asia as direct entry appeared a less probable model.

          “The form of collaboration would depend on the situation and conditions in the respective countries,” Leong said.

          GDEX first revealed its regional aspirations in early 2009 when it entered into a memorandum of understanding with Laos’ national postal operator Entreprise Des Postes Lao.

          Entreprise Des Postes Lao and GDEX had concluded feasibility studies and worked on proposals for a prospective strategic partnership but the initial talks did not bear fruit.


          Leong: There are big opportunities in the Iskandar Malaysia region.
          “For the past few years, we have been working hard on Laos but we did face some hindrance there. Maybe the timing was not right. There are some changes in the country,” Leong said.

          Nevertheless, GDEX is still awaiting opportunities for its Laotian plans in the future, he said.

          When asked, Leong said GDEX could also team up with its substantial shareholder, Singapore Post Ltd (SingPost), for the group’s regional expansion plans.

          “I won’t rule out going regional with SingPost. But I think we will first look at what we can do together in Malaysia.

          “Singapore is a saturated market, SingPost doesn’t need us there. It is more for expanding here or in the region,” Leong said.

          SingPost emerged as a strategic investor of GDEX on March 15 after it increased its stake in GDEX to 27.08% from the initial 4.98%.

          According to the website, GDEX operates a network of 96 stations which comprise 53 branches, two affiliate stations and 41 agents throughout East and West Malaysia.

          It is currently assuming the role of SingPost’s local partner, delivering the Singapore postal operator’s express shipments to Malaysia.

          But there are plans to deepen the working relationship into other areas of cooperation.

          Leong pointed out that there are gaps in the services sector which GDEX could fill, such as in warehousing and logistics management.

          Anticipating growing demand for integrated logistics services, GDEX last year boosted its warehousing facilities and developed its freight handling resources to complement its core business of express delivery service. The group has leased a 59,886-sq ft warehouse and invested in upgrading its infrastructure and handling capacities.

          In GDEX’s 2010 annual report, the group noted that although these investments would initially affect the group’s bottom line, it is essential to propel GDEX to become a total logistics solution provider.

          Leong is upbeat that GDEX and SingPost can leverage on the warm diplomatic ties and flourishing trade between Singapore and Malaysia.

          He noted that some Singapore-based businesses had already moved their operations headquarters and production base to Malaysia.

          “There are big opportunities in the Iskandar Malaysia region in Johor. It is good that we talk now (to SingPost). When the time is ripe, we are ready,” Leong added.

          http://www.theedgemalaysia.com/i ... regional-plans.html

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          发表于 2011-12-23 19:43 | 显示全部楼层
          快递业面对激烈竞争 吉运速递续扩充成长



          (吉隆坡23日讯)若快递业可保持6%的常年成长率,吉运速递有限公司(GDEX,0078,创业板)仍有能力在成长中20亿令吉市场中分一杯羹。

          该公司已拟定策略性计划,以提高本身的竞争力,并迎合2012年不明朗的经济前景。

          吉运速递首席执行员梁智超指出,该公司将关注市场的变动,同时也不会忽视竞争的压力。

          大马快递业自2009年政府自由化该服务领域后竞争日益增长。

          环球业者如约旦Aramex国际、日本大和运输和中国顺丰快递的陆续加入,更令大马市场今年备受压力。

          现有业者如DHL、联邦快递、联合包裹和TNT快递等,也争取更大的市场份额。

          梁智超表示:“这些新外资业者已经在它们各自的国家占一席地,同时它们也表明有意参与本地市场,而不仅限于国际包裹。”

          “我预料非常激烈的竞争。但我认为这是好事。它将迫使我们的行业迈进另一阶段。”

          目前,该公司与2名新进军者拥有合作,以处理其它没有参与经营地区的远程包裹,但梁氏透露,一旦这些伙伴建立本身本地网络,它们将转为竞争对手。

          与此同时,在公司内部,吉运速递将投资于人力资本和扩充其处理能力,尤其是迈向成为一个综合物流服务供应商。

          去年,它已增加其仓库设备,租赁5万9886平方尺仓库,及发展其航运处理资源,以辅助其核心快递业务。

          梁智超指出,该公司已经耗资约200万令吉于基建,并预料每年将挪用200万至300万令吉,继续拨款提升其能力。

          在2010常年报告中,吉运速递称,虽然将对公司收支平衡产生初期影响,但这些投资属于必须步骤,以巩固它本身成为一个全面物流方案供应商。

          据他透露,吉运速递放眼填被物流工业服务领域的所有缝隙,尤其是仓库和物流管理等领域。

          吉运速递的优势在于拥有策略性股东新加坡邮政作为后盾。

          在今年3月,新加坡邮政提高在吉运速递的持股,从4.98%增至27.08%,有效使后者成为它在马来西亚的伙伴。

          虽然其与新加坡邮政的合作关系仍新,但梁智超表示,双边已经展开多次会议,以开发进一步合作的领域,包括扩充本地或东南亚的版图。

          吉运速递的马来西亚网络涵盖96个地点,包括53间分行、2个附属站和41名代理。

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