【IWCITY 1589 交流专区】依斯干达海滨城市（前名 TEBRAU ）

今天Tebrau大起，想知道大家对此有何意见？

原帖由 vis 于 28-3-2007 08:31 PM 发表
明日之星：TEBRAU                                                                                                                                                                                                                                                                                                                        朋友们：

好多股友胸有成竹地对我说：“TEBRAU从10仙左右，涨到RM1.50以上，腾涨10多倍，股价太高太高了，千万千万别追高，以免套牢！！！”

散户就是如此聪明……

技术派的朋友不买TEBRAU，因为他们认为股价太高、太高了。

基本派的朋友不买TEBRAU，因为他们认为业绩太烂、太烂了。

殊不知，TEBRAU的股价将屡创新高，成为令人赞叹的明日之星。

朋友们，你持有TEBRAU吗？

共勉之

祝
投资顺利      

[ 本帖最后由 Mr.Business 于 21-5-2008 06:48 PM 编辑 ]

SemiD

转载自star online, 是否因为这?

SemiD

http://biz.thestar.com.my/news/story.asp?file=/2007/3/27/business/17260754&sec=business
Targets for property stocks raised
PETALING JAYA: Singapore-based brokerage UOBKayHian has issued a100-page report on the Malaysian property sector, which it believes isat the early stage of a new upcycle. The brokerage attributes this toimproving domestic conditions and interest from international propertygroups.  
On that outlook, the brokerage has raised its target prices for anumber of property stocks to eye-popping levels, such as RM6.70 forE&O Property Bhd (closed at RM2.80 yesterday), RM5.50 for KLCCProperty Holdings Bhd (RM3.42), RM3 for Malaysian Resources Corp Bhd(MRCB, RM2.06), RM5 for Tebrau Teguh Bhd (RM1.09) and RM7 for UEM WorldBhd (RM4.22).  
These targets are based on the potential appreciation in land prices,which the brokerage estimates to be at 50% to 300% over the next two tothree years. These are not targets for the more usual 12-month periodsthat analysts work on.  
“Early investors should take the opportunity to buy the largestlandowners with land bank that is the most attractive to internationalinterest. Only these large land owners would be able to offerinternational developers suitable plots large enough for development,”the report said.  
UOBKayHian has identified several hotspots and thelargest landowners are those in the southern tip of the IskandarDevelopment Region (UEM World), Tanjong Pinang in Penang (E&OProperty), KL Sentral (MRCB) and KLCC (KLCC Property).  
Reputable international investors have only just started to enter theMalaysian property market, which would raise the quality of local realestate to world standards, thus leading to new price benchmarks.  
UOBKayHian believes the Four Seasons apartments, being developed bySingapore's Ong Beng Seng, would be launched at a record RM2,000 per sqft, double the highest launch price of RM1,000 per sq ft set last year.

转载自star online, 是否因为这?

[ 本帖最后由 SemiD 于 27-3-2007 10:47 PM 编辑 ]

明太祖

最少6。00。。。2-3年。。。

看看报纸

红青蜓

不要告诉我你想抓两三年？？？？？？难道你想改邪归正，不做投机者？？

liyen1708

大選后会上六元

publicpang

Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
  31/12/2006 31/12/2005 31/12/2006 31/12/2005
  RM '000 RM '000 RM '000 RM '000
1 Revenue 21,502 8,335 64,485 34,240
2 Profit/Loss Before Tax 1,090 1,601 1,432 66
3 Profit/Loss After Tax and Minority Interest 582 1,341 1,030 (259)
4 Net Profit/Loss For The Period 582 1,341 1,030 (259)
5 Basic Earnings/Loss Per Shares (sen) 0.09 0.20 0.15 0.04
6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00
      As At End of Current Quarter As At Preceding Financial Year End
7 Net Tangible Assets Per Share (RM)     0.7100 0.7100


Remarks:
N/A



21/02/2007   06:48 PM  
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亏钱+不赚钱公司。。旧年的净利是1百万。。前年亏259千。。
但是。。牛的时候。。。炒家就是 ￥￥￥￥￥￥￥

Tricky

是因为MP9,所以以前的report已经不准了。。。

liyen1708

原帖由 Tricky 于 27-3-2007 11:24 PM 发表
是因为MP9,所以以前的report已经不准了。。。

大選的赢家之一

publicpang

大选来的时候就是他们丢货的时候。。

红青蜓

不是。。。大选还没到就要丢了。。。不然就要保票睡觉了。。。

publicpang

问题是。。几时大选。。？ 要先他们1个月知道。。

原帖由 Tricky 于 27-3-2007 11:24 PM 发表
是因为MP9,所以以前的report已经不准了。。。

那9MP不成功，Tebrau变成仁

publicpang

tebrau = u ar bet = 你被赌了一窝!!!

红青蜓

这是肯定的。。。
你现在买，就要看你的运气好不好了...

自负盈亏。。

cct2048

原帖由 SemiD 于 27-3-2007 10:45 PM 发表
http://biz.thestar.com.my/news/s ... 54&sec=business
Targets for property stocks raised
PETALING JAYA: Singapore-based brokerage UOBKayHian has issued a10 ...

UOB KayHian 證券被收买 ？ 还是 Star 在吹牛 !？

E&O Property Bhd
2006 EPS = 18.53
2005 EPS = 7.06


KLCCProperty Holdings
2006 EPS = 13.85
2005 EPS = 13.01


MRCB
2006 EPS = 4.27
2005 EPS = 1.79


Tebrau
2006 EPS = 0.15
2005 EPS = 0.04


UEM World
2006 EPS = 9.34
2005 EPS = -7.99

[ 本帖最后由 cct2048 于 28-3-2007 12:54 AM 编辑 ]

cct2048

http://research.uobkayhian.com/research/content.show.action?filename=2007020609405858358211636.pdf
Tuesday, February 06, 2007 的报告

Mulpha International (BUY/RM1.50/Target Price: RM2.80). MIT’s share pricehas been consolidating for the past two months. The stock has been positioningitself for a rebound. MIT has started to attract the interest of international fundseg MacKenzie Cundill Investment Management recently took a 7.6% stake.Although 80% of its assets are based in Australia, MIT’s Leisure Farm landbank(remaining 800 acres), which is situated closest to the Nusajaya Free AccessZone, has huge potential and could boost its RNAV by 19% to RM3.34 (super-cycle price target) should land prices appreciate to Damansara’s level ofRM60psf. Leisure Farm has strong re-pricing potential given its high-enddevelopment and close proximity to Singapore (adjacent to the Johor-SingaporeSecond Crossing). MIT is trading at a 46% discount to our fully-diluted RNAVof RM2.80, which assumes a modest land price of RM35psf for Leisure Farm(bungalow lots are fetching RM40-50psf). Downside risk is mitigated by MIT’sP/NTA 0.9x and aggressive share buyback. To date, MIT has bought back73.9m treasury shares after cancelling 139.4m in May 05 (11% of issued sharecapital).


Tebrau Teguh (BUY/RM0.525/Target Price: RM1.67). Given the strong run-upin UEMW’s share price, Tebrau Teguh makes an attractive trading buy as itsshare price has remained range-bound for the past three months. Tebrau Teguhowns the last piece of large undeveloped landbank (1,012 acres) near the FreeAccess Zone in Johor Bahru City Centre. A recent transaction involvingcommercial land in Johor Bahru’s city centre was concluded at RM110psf,significantly above Tebrau Teguh’s book value of RM13.40psf. Its land value isfurther enhanced by its waterfront feature which allows its properties to be pricedat a significant premium. Tebrau Teguh is highly leveraged to Johor’s land priceappreciation – a 10% improvement will enhance its RNAV by 11% to RM1.85.9MP infrastructure projects, including Eastern Dispersal Link and the Johor LRTsystem which passes through its land, are set to improve accessibility. Given itsdistressed valuation (0.8x P/ NTA, 67% discount to RNAV of RM1.67) and debt-free balance sheet, Tebrau Teguh is an attractive merger and acquisition (M&A)candidate. Tebrau Teguh is a 42%-owned subsidiary of the Johor stategovernment’s development arm, Kumpulan Prasarana Rakyat Johor Sdn Bhd(KPRJ), which in turn is one of the major shareholders of SJER Corp Bhd thatwill lay out and implement the SJER Masterplan.

还来Mulpha?给炒了很久。。。

cct2048

原帖由 有点想发达 于 28-3-2007 12:54 AM 发表
还来Mulpha?给炒了很久。。。

这是 uobkayhian 的 2月份报告
我全盘 Copy .... 其中 2 家公司

今早美国股市下滑，肯定会印象本地股市，玩Contract的朋友得小心了