LKT 骆金 vs 珠穆朗玛 - 进入持久战

os

Net Profit         EPS
2006Q4        -6,960       -10.19    预测（9555 ； 14.00）
2006Q3         8,967        13.15    预测（9555 ； 14.00）
2006Q2         9,556        14.00
2006Q1        13,652        20.00
2005Q4         8,047        11.79
2005Q3         8,970        13.14
2005Q2         5,105         7.48
2005Q1         3,162         4.63

2004 EPS = 12.67 sen
2005 EPS = 37.04 sen      EPSG = 192.37%
2006 EPS = 62 sen         EPSG = 67.37%     预测
2006 EPS = 37 sen         EPSG = -0。2%

2005 NTA = 1.91
2005 ROE = 0.37/1.91 = 19.37
2005 PE = RM3.24/0.37 = 8.75

预测 2006 NTA = 2.20
预测 2006 ROE = 0.62/2.20 = 28.18%
预测 2006 PE = RM3.24/0.62 = 5.23

失算了。。。
2006 NTA = 2.16
2006 ROE = 0.37/2.16 = 17.1%
2006 PE = RM3.24/0.37 = 8.762006 PE = RM2.40/0.37 = 6.48

再来，
预测 2007 NTA = 2.60
预测 2007 Net Profit = 33 mil (EPS = 48 sen)
预测 2007 ROE = 0.48/2.60 = 18.46%
预测 2007 PE = RM2.30/0.48 = 4.79

这是我首次投资在电子/半导体。
LKT 最大的客户是 Intel。其他有 Motorola, AMD, Seagate, Agilent, Philips, Sony, GSI, .......
工厂扩大 RM60m, 80% 扩充大计将在现在 3Q06 进行到 1Q07.
听 sbbsec 讲，她已经成功增加多两个欧美大客。
LKT 再全球的占有率相当烂，少过 1%， (反向是不是应该说成长空间够大 ？)
LKT 在进入 2005 即刻展现了迅速的盈利及赚幅高成长.
在刚进入2006时，DQ 等其他证行都预测其 06 全年 EPS 大约为 40 sen。
CIMB 甚至认为 2006 年净利将只成长 11%。
谁知 Q1 和 Q2 就跑出 20 sen 和 14 sen 的 EPS。 结果半年 EPS = 34 sen 了。
根据传统，后半年尤其 3Q 是最强的。 （如果今年也是那就太好了。）
我相信如果她今年成功达到 〉50% 的 EPSG, 以及以他 < 0.1 的负债率 和高达 25% 的ROE，
在健康的淡市少少都有 PE = 7 吧。 （PE 7 x EPS 五六毛 少少都有 RM4 吧。）
如果参考Engtex, pentamaster, 甚至 mpi, unisem 的 PE，应该可以开接近一番吧。
另外，三块多左右的 DY 可以跟定存和通货膨胀打。

风险:
步 mieco expansion 的后尘。
Intel 另寻‘名厂’。
马币疯狂升值。
由于第一次投资科技半导体，我对这个行业的周期性不是很了解。
（其实就是因为不了解才特地投资她，以便在过程中容易了解。。。 高手说不熟不做，不过我不是高手。。只好做少少。。）
根据以上种种数据，我认为，此股值得一赌。

花絮：
个人蛮欣赏她的老板，比一般年轻人还要猛！



為華校籌款 大馬首名華裔征服珠峰   updated:2006-06-04 13:29:26 MYT
（星洲日報&#8231;2006/06/04）
  
■駱金朝工業的員工把駱基連（左）和邱瑞喬（右）高高舉起，慶祝他們征服世界第一峰。(放大)  
  
■大馬首名征服珠穆朗瑪峰的首席執行員駱基連（左）在絕頂插上大馬國旗，右為新加坡登山健將邱瑞喬。(放大)  
（檳城訊）首名征服世界第一高峰喜瑪拉雅山珠穆朗瑪峰的大馬華裔駱基連，攀登高峰為華校籌款，上週六（6月3日）下午凱旋返回家鄉檳城時，受到英雄式的迎迓。

駱基連（51歲）是大馬股市主板科技股駱金朝工業的首席執行員，他成為大馬首名征服世界第一高峰的首席執行員，及東南亞最年老的珠穆朗瑪峰征服者。

他雖然是英文教育出身，卻是檳島雙溪里蒙光華小學董事，此次征服海拔8848.15公尺高的珠穆朗瑪峰，也為光華學校籌募了30萬令吉擴建校舍基金。

他是於5月23日大馬時間清晨7時40分，和同伴新加坡登山健將邱瑞喬（42歲）一起完成這項創舉。兩人於上週六下午蒞檳時，在峇六拜檳城國際機場受到光華小學的師生、董事、校友和家長，及駱金朝工業職員的熱烈迎迓。

他在機場貴賓室接受報界採訪時說，登山是一項危險的挑戰，必須克服自身的恐懼感，本季有560名登山者，其中10人喪生。

視覺神經受傷害

他說，高山空氣稀薄，他的視覺神經受到傷害以致視力下降，導致他必須以紙巾蓋眼，踏著雪巴人留在雪地中的腳印，亦步亦趨的艱辛向前邁進。幸而後來視力完全恢復。

他說，在登山過程中，他的左腳腫了起來，右膝也受傷，這些困難都一一克服，傷勢也痊癒了。

他不認為自己的生命會因而有所改變，他只覺得是征服了一座山，不過確實學習到很多東西，特別是在一覽眾山小時，他學到做人要謙卑。

他說，能夠成功征服世界第一高峰，是因為他有充足的準備，同伴邱瑞昭已是第2次登上絕頂，而帶領他們的雪巴人是第11次上絕頂。

他與邱瑞喬僱用了5名雪巴人協助他們上山，從西藏一邊的南端出發，自第四營地攀上高峰總共花了約9小時，一般人需要8至12小時。

欲知他征服世界第一高峰詳情者，或願意助他一臂之力捐獻光華學校擴建校舍基金者，請上網瀏覽www.everestfriendship.net



[ 本帖最后由 os 于 25-3-2007 02:46 PM 编辑 ]

天堂有路

不能与mieco做比较。mieco 虽也是cyclical，但management无限制借债expand，又管理不当，看来只有Icapital还死守不放。

LKT 是以业绩所需而expand，管理良好，才在不久给10%tax exempted 股息。反而担心intel近期的cut cost，栽员会有影响。

LKT 是高beta 股，投机博得过，但没看到卖出讯号，操什麽心？投资博得过，最少还有四个好quarters,但还没跌到支撑点，买什麽买？

LKT 的老板好人一个，算是人缘不错，比起你提的几位公司华人老板好得太多了。

os

原帖由 天堂有路 于 1-8-2006 12:25 PM 发表
LKT 的老板好人一个，算是人缘不错，比起你提的几位公司华人老板好得太多了

逢场作戏，夜夜笙歌的大老板看过太多。
骆老板座拥千万身家，却偏爱翻山越岭，的确少见。
有爬过高山的人，都知道征服高山必须具备的条件。
所以我相信骆老板的人品。  

天堂有路 （地狱无门 ？），我也希望　ＬＫＴ　的扩展不会好像　ＭＩＥＣＯ　这样。
请问　ｉｃａｐ　有介绍过　ＬＫＴ　吗 ？　ｉｎｔｅｒｎｅｔ　的　好象还没介绍过．．．
个人认为，一下这篇，有点十分乐观。

ｘ　ｘ　ｘ

代工生产业务持续扩大 骆金朝表现或比预期佳 2006/07/29 14:43:00
●南洋商报
(吉隆坡28日讯)新的代工生产业务继续扩大，骆金朝工业(LKT，9822，主板科技股)上半年净盈利大幅增长180％，分析员看好该公司下半年取得更佳业绩，全年表现或超越预测。
经过去年的测试期后，骆金朝工业的代工生产业务开始以高速前进，伴随全球半导体销售上涨，该公司上半年扣除利息及税务前盈利从去年同期的1千190万令吉，增长146％至2千940万令吉。
不过，强势令吉却导致骆金朝工业次季净盈利与去年同期相比，下滑了30％。令吉兑美元汇率在今年4月中至5月中期间从1美元兑3.67令吉，升值至3.58令吉，肯南嘉证券行估计骆金朝工业期间因令吉升值3％，而损失了约100万令吉的营业额。
尽管如此，该行认为，骆金朝工业的接受订单至出货期限偏短，让该公司能够及时根据原料价格的变动，调整售价。
“骆金朝工业上半年业绩表现未受令吉汇率波动影响，更重要的是，即使原料价格上涨，该公司也有能力将所有增加成本转嫁给顾客。”
此外，骆金朝工业今年9月迁移至新建厂房后，生产效率和经济效益将进一步提升，该公司调整售价的灵活度也将提高。

下半年表现较强劲
虽然骆金朝工业上半年每股盈利只有34.1仙，但肯南嘉证券指出，过去记录显示，该公司下半年的业绩表现较强劲，因此该公司今年甚至可能会超越该行之前的每股盈利70仙的预测。
“骆金朝工业生产的部份机械以获得新兴工业地位，该公司目前正为更多机械申请新兴工业地位优惠，因此未来将享有更低的税务。”骆金朝工业今年上半年的税率从去年同期的28％降至20％。
“我们继续看好骆金朝工业，并重申对该股的买进建议。今年次季的疲弱表现只是特殊案例，下半年的传统业绩高峰期将推高盈利。上半年的34.1仙每股盈利已达到了我们每股70仙全年目标的48.7％。”
根据保守的8倍本益比计算，骆金朝工业的目标价格为每股5.60令吉。

天堂有路

我没在Icapital看到任何介绍LKT。Icapital除非已买入，骑虎难下，不然所做的
研究马马虎虎，不堪一看

LKT 主要的研究来自SBB，这个研究机构好大喜功，多会发表在报章，标题打得美，一出街股价必有波动。。。。提供了投机机会，近来却失灵了。

要注意的是投资机构都在两次的高点（380，350）出货。

os

Worldwide sales of semiconductors totalled US$20.1 billion (RM73.4 billion) in July, an increase of 11.5% from a year ago and is set to surpass the US$240 billion in sales this year, according to the Semiconductor Industry Association (SIA).

The SIA reported that the July sales represented an increase of 1.8% from the US$19.8 billion in sales in June 2006.

“The worldwide semiconductor industry is on track to surpass US$240 billion in sales this year, which represents a new record,” said SIA president George Scalise in a statement on Sept 1.

“Growth continues to be strong across a broad range of end markets and geographic regions as well, particularly Asia-Pacific which is up over 13% year-on-year, and the US where sales increased almost 18% over last year,” said Scalise.

He said capital spending and capacity utilisation continued to be in balance.

Capital spending in 2006 was expected to amount to about 22% of semiconductor sales, which was in line with anticipated technology requirements and anticipated sales growth.

Capacity utilisation edged up slightly in the second quarter of the year, from 89% to 91%, with leading-edge capacity at 97%.

“July sales reflect the historical pattern for the industry with growth in unit demand coupled with declining average selling prices. This trend helps make possible the very attractive prices for many consumer products,” Scalise said.

He cited that average selling price for a PC declined by approximately 7% year over year,” noted Scalise. Computer products represent over 40% of demand for semiconductors.

[ 本帖最后由 os 于 6-9-2006 08:22 AM 编辑 ]

os

By Anna Maria Samsudin
[email protected]
September 6 2006


MALAYSIA'S exports posted their best performance in 16 months based on percentage terms in July, driven by more shipments of electronics and higher crude oil prices.

Exports in July rose a better-than-expected 16 per cent to RM50.58 billion compared with the same month last year, a statement from Ministry of International Trade and Industry said.

A Business Times poll of economists had projected growth of 13.4 per cent in July.

July imports grew 10.2 per cent to RM41.49 billion, while total trade increased 13.4 per cent to RM92.07 billion.

The trade surplus for the month under review went up 10.3 per cent to RM9.09 billion, the 105th consecutive month of trade surplus since Novermber 1997.

For the seven months, total trade was up 11.7 per cent year-on- year to RM603.19 billion while trade surplus grew 7 per cent to RM57.73 billion.

The ministry said the strong performance of manufactured exports such as electrical and electronic products, transport equipment and manufactures of metal had boosted exports. Malaysia benefited from strong global demand for digital music players and third generation handphones that allow users to surf the Internet.

CIMB Securities economist Lee Heng Guie viewed July figures positively and said they showed a broad-based increase in major export products.

"The export growth registered in July would be a good start for the third quarter. The higher exports recorded for the month would at least provide the stimulus for the third quarter GDP," he told Business Times.

As for the remaining months in the third quarter, Lee estimated that export growth would be in the range of 11 to 12 per cent, much higher than second quarter growth, which was at 9.5 per cent.

Despite the favourable July figures, analysts remained concerned over Malaysia's export performance for the remaining half of the year.

This is due to expectations of a slowdown in global external demand for electrical and electronic products - which is the country's largest export item.

TA Securities economist Wong Lai Yee said the projected decline in global E&E demand could be due to a weakening US economy, which may affect semiconductor export.

There are signs of a decline for E&E exports. However, higher commodity exports as well as higher exports to China are expected to help cushion the impact," she added.

Asean, the US, EU, China, Japan and Hong Kong accounted for 78.4 per cent of Malaysia's total export in July.

Currently, Asean is the largest importer of Malaysian products, representing RM13.33 billion, or 26.4 per cent, of total exports in July, a 5.5 per cent month-on-month increase from RM12.63 in June.

Higher export earnings were also recorded for commodities, such as refined and crude petroleum, liquefied natural gas, crude rubber and palm oil.

os

x x x

Global chip sales hit record RM75.44b in August
By Joseph Chin

Worldwide sales of semiconductors reached an all-time monthly record of US$20.5 billion (RM75.44 billion) in August, up 10.5% from the US$18.6 billion a

year ago, the Semiconductor Industry Association (SIA).

Sales increased by 2.1% from July 2006, when total semiconductor sales hit US$20.1 billion, it said on Oct 3. The previous record for one-month worldwide chip sales was US$20.4 billion in November 2005.

“Once again we saw relatively strong sales across a very broad range of semiconductor products, which reflects healthy end markets,” said SIA president George Scalise.

He said sales growth was led by dynamic random access memory (DRAMs), which increased by 7.5% from July and by 31.4% from August 2005, an indication that PC sales remained strong.

Sales of microprocessors increased by 2.1% from July, while declining by 6.8% from a year ago. Strong competition has resulted in a year-on-year 18% decline

in average selling prices for microprocessors as unit sales have increased.

“Semiconductor devices for consumer applications – NAND flash and consumer application-specific semiconductors – showed strong sequential growth, as manufacturers began gearing up for the holiday season,” Scalise said.

He said a sharp decline in gasoline prices appeared to have boosted consumer confidence, especially since it was an industry that was now strongly driven by sales of consumer electronic products.

“The worldwide industry now derives more than 50% of its sales from the consumer market,” he said.

Scalise said semiconductor content of newer consumer products such as cell phones, flash MP3 players, and digital cameras accounts for an average of 40% of the cost of such products.

“Inventories have risen both at semiconductor manufacturers and in the channel in recent months, but remain in line with requirements for the holiday build season,” he added.

[ 本帖最后由 os 于 4-10-2006 08:59 AM 编辑 ]

os

Thursday October 5, 2006
BY C.S. TAN

PETALING JAYA: Shares in semiconductor equipment manufacturer LKT Industrial Bhd rose 14 sen to a 52-week high of RM3.88 yesterday. The stock is up more than 237% over that period.  

The share price dropped last week after a brokerage wrote a cautionary note on the company citing over-capacity in the global semiconductor industry.  

The brokerage forecast that LKT would earn a net profit of about RM33mil. However, considering that the company had already earned RM23mil in the first half, the forecast implies that the company’s earnings would plummet 50% in the second half.  

The price action in the last few days, however, could indicate that the market recognises the fact that the company’s earnings are likely to be stable.  

“The plant is operating at a high capacity, with some parts at 80% and some at 90% depending on the type of product,” LKT president Lim Wei Yee told StarBiz over the telephone from Penang yesterday.  

Although the company’s main business is in the manufacture of semiconductor equipment, it also produces a wide range of products including precision tooling and industrial storage systems.  

LKT has just completed its third quarter ended Sept 30, and the plant was busy throughout that period. There had not been any major drop in production during that time, Lim said.  

The production floor was, in fact, swarmed with work so much so that some of it had to be sub-contracted to third parties.

The company's new factory building was completed last month and some of the sheet metal cutting and welding operations have been shifted to the new plant.  

LKT is also investing about RM50mil on land and building for another plant that should be ready in the first quarter next year. The company’s balance sheet and cash flow is so strong that the financing for this new plant came entirely from internal funds.

This new plant will house all of LKT's operations for the manufacture of semiconductor equipment as an original equipment manufacturer (OEM).  

Currently, these are undertaken at LKT’s existing plant but that would be moved to the new plant next year.  

“We have several OEM customers and their orders will make up about 30% of the capacity of the new plant. We are continuing to look for more customers,” Lim said.

This will be a source of growth for the company, which mainly manufactured equipment under its own brand previously but now sees potential in making the products for equipment manufacturers from the developed countries.  

These equipment manufacturers rely on their track record of reliability and brands when they outsource the production work to companies like LKT.  

LKT started out in providing services to electronics companies in Penang's Free Trade Zone (FTZ) but started exporting its products since 2000. Currently, it exports about 70% of its products worldwide although about 30% are still sold to multinational corporations in the Penang FTZ.

anfield

os 兄，
谢谢你的资料！
在下也是LKT的一个小小股东，希望公司继续带给我们好的回酬吧！
p/s: 最近RHB 发表了一篇关于LKT的分析，迟一些我再设法放上来。

os

以上的新闻可以看出 LKT 的拓展如期进行。管理确实不错。

LKT has just completed its third quarter ended Sept 30, and the plant was busy throughout that period. There had not been any major drop in production during that time, Lim said.  

The company's new factory building was completed last month and some of the sheet metal cutting and welding operations have been shifted to the new plant.  

LKT is also investing about RM50mil on land and building for another plant that should be ready in the first quarter next year. The company’s balance sheet and cash flow is so strong that the financing for this new plant came entirely from internal funds.

os

骆金朝工业2新厂房 可应付半导体复苏需求 2006/12/06 11:16:34
●南洋商报
  
（槟城5日讯）随着半导体领域估计将在明年走软，半导体器具制造商骆金朝工业（LKT，9822，主板科技股）预计，其两家新厂房将能够应付该领域在2008年复苏的需求。

根据《路透社》报导指出，各科技供应商包括骆金朝工业的盈利是与全球电子领域周期息息相关，即含盖消费者需求的波动，以及存货正确数额的策划。

半导体领域协会透露，全球半导体2007年的销售增长率，可能会由今年的18％下滑至1.4％。但随着中国市场的带动，该销售额预计将在2008年回转至增长12％。

骆金朝工业执行主席骆基连说：“多元化是最佳方法。半导体领域一直在起落，但它仍是一个良好的业务，它也仍在增长。”

他补充，该公司将增设两间合约制造厂，好让其产量提高5倍，而该公司目前在本地和泰国共设有7间厂房。

据交易所资料显示，骆金朝工业在2005年共取得2千500万令吉的净利，以及2亿1千500万令吉的营业额。

今年净利料增长68％

至于今年，分析员估计该公司的净利将增长68％至4千200万令吉，而营业额则会达致3亿令吉，这主要是受到全球半导体销售额增长所支撑。

骆基连表示，该领域预计会在2007年放缓，而市值达2亿5千100万令吉的骆金朝工业则将会减低成本。

“我们一直都维持在低成本，而我们明年将只对必须的事项做出开销。我们将训练公司内各净利节省成本，以及没有加班。”

他透露，该市场在2007年首半年的走势将会比较软弱，但在之后，将会取得好转。

开拓非半导体新业务

上述新厂房将能协助骆金朝工业克服放缓的需求，因这显示着该公司将能够找寻新业务，并提供非半导体产品，如保健领域相关的。

他说：“这犹如鸡与鸡蛋一般的情况。即你不能说，给我你的业务，然后我就会投资。这是科技，每位客户都有各自的需求，而你必须有耐心。”

一名分析员也认同，额外的产量将有助减少该公司在明年所蒙受的打击。

据一名不愿具名的分析员指出：“提高产量，以及更积极地此向顶级客户进行买卖来提高公司订单，将能让公司在2007年取得正面的增长。”

[ 本帖最后由 os 于 25-1-2007 12:25 AM 编辑 ]

os

失宠的科技股。
七年前，科技股何等风光。
七年后，科技股已经失宠。
纵观如今的科技半导体股，ＬＫＴ，Ｐｅｎｔａ，Ｋｅｓｍ，Ｇｔｒｏｎｉｃ，ＭＰＩ，Ｕｎｉｓｅｍ等，股价都犹如困兽。
０７年市场的对科技产品和半导体的评价相当两极化。
有者看好，有者看坏。

不过几个跨国大公司的步伐并没有因此而暂停，尤其是在大马的扩充步伐。
一间年做大约三亿生意，每个季度盈利接近千万，低负债, 现金强稳，资产回筹超过２０％的公司，在目前这个市道卖个本益比小过六，应该不多。
我想，科技半导体股的走势在０７年可能会进入持久战。

8years

我喜欢他，有义气的人，值得尊敬。科技潮来我一定买lkt

cct2048

原帖由 os 于 25-1-2007 12:15 AM 发表
失宠的科技股。
七年前，科技股何等风光。
七年后，科技股已经失宠。
纵观如今的科技半导体股，ＬＫＴ，Ｐｅｎｔａ，Ｋｅｓｍ，Ｇｔｒｏｎｉｃ，ＭＰＩ，Ｕｎｉｓｅｍ等，股价都犹如困兽。
０７年市场的对科 ...

有关科技股的消息

分析称Vista效应有望一扫科技股基金阴霾   
   2007-01-15 09:43:14
      
  微软公司迄今投资额最大、投入开发人员最多的下一代操作系统———Windows Vista
即将走入人们的生活，已预装Windows Vista的家用电脑将于30日全球上市。而对于投资
者来说，“Windows Vista势必会刺激PC及消费性电子产业的新一轮需求，科技股基金也
有望在今年一扫去年的阴霾重新振作”，香港柏斯理财董事总经理庄汉辉表示。

　　Vista效应一触即发
　　庄汉辉指出，Windows Vista带来的最直接的影响是对内存的需求。根据美国半导
体公会(SIA)调查，未来四年市场对系统内存DRAM的需求平均每年有14%的增长，而预期
会出现的硬件更换潮更令2006年～2007年的需求超出历史平均水平。另外，DRAM今年料
再增加一成至2738亿美元，需求势头在2009年才可能会放缓。另一方面，Vista对硬件
要求较高，双核心处理器的使用及全新影音应用能力的提升，令CPU、图像处理器、DRAM
及多媒体外围装置从中受惠。

　　另据国际数据公司(IDC)统计，估计2008年底前PC用户的操作系统将全面更新，而
企业用户最慢也将在三年内全面采用，2007年全球PC的出货增长将达到11.7%，连带下
游产业都可从中受惠。

　　除了新窗口系统外，还有其它因素有利科技股发展。例如，手机需求占全球总芯片
需求的两成，目前全球的需求(尤以亚洲)依然炽热，电话亦添加了加插记忆卡的功能；
加上MP3正处于高增长期(预期今年增长达35%)，因此一般电子消费品衍生对芯片及内存
的需求不容少觑；再加上2008年北京奥运以及2009年数码电视的推行都可成为市场炒作
的借口。

　　不过，庄汉辉也提醒投资者注意两大因素，一是美国经济能否软着陆，一旦出现意
外，相关需求将进一步萎缩；另外，中国已成为韩国及日本的主要的贸易伙伴，但去年
中期开始中国进口略见下跌。


科技股基金 今年投資「黑馬」

自二千年科網狂潮冷卻後，科技股備受市場冷落，加上中資股成為熱捧對象，科技基金再不是投資者的心頭好。然而，隨?中資電訊股爆升，以及環球投資者對3G改觀，由過分看淡轉為樂觀，科技股基金再次受到市場注視﹔再者，微軟推出新一代電腦作業系統Vista，科技基金今年有望交出好成績。
近期市場焦點全聚焦在中資股和金融類股份，但作為一個穩健型的投資組合，理應分散投資，放眼各行各業，加入具增長潛力的股份，其中科技股可視為今年市場「黑馬」，相關科技傳媒電訊股票基金有望造好，獲取可觀回報。

受季節性需求推動

據晨星亞洲資料顯示，截至○六年十二月二十九日，科技傳媒電訊股票基金組合年初至今增長達百分之十二點三五，跑贏升幅不足百分之八的MSCI環球資訊科技指數。受惠於全球無?通訊業務強勁增長，電訊類股票基金的表現尤其突出，回報最佳者為富達電訊基金，去年年初直至十二月二十九日收益，接近百分之四十﹔科技基金整個組別平均回報逾一成，過去三個月增幅也達百分之七點五七，足見科技股票基金具趨升動力。

電訊股表現亮麗

有意見認為，科技股上揚是受到季節性需求引致，因每年第四季屬於消費旺季，電子類產品銷情顯著造好﹔戴爾等多家美國科技公司第三季盈利勝市場預期，帶動科技股攀升。

晉裕環球資產管理投資研究部聯席董事林偉雄說，分析員對○七年科技股大多持樂觀態度，原因之一是來自周期性動力，微軟剛推出新一代作業系統Vista，電腦硬件和軟件銷情將因而受惠。

另一方面，市場預期受美國○八年大選因素影響，今年下半年美國經濟動力將回來，消費亦將趨升﹔加上北京○八奧運在即，內地3G牌照即將出台，電訊設備需求將有所增加。林偉雄認為，過往大眾對3G過分看淡，現時資金正在追落後，帶動電訊股股價上揚。因此，預期今年科技股票基金中，電訊基金將會有好表現。

事實上，去年十大表現最佳的科技傳媒電訊股票基金中，專注買入電訊公司股份的基金便有三隻﹔除了富達電訊基金外，還有景順電訊基金及鋒裕環球電訊基金，同樣錄得超過兩成升幅。

新視窗系統助電腦銷情

晨星亞洲研究部主管楊潔指出，基金經理普遍看好今年科技基金前景，因為微軟推出的新一代視窗系統Vista，有利電腦軟件和硬件銷情。

她表示，去年電訊股基金表現尤為突出，因為中國及印度的電訊網絡發展迅速，相關電訊設備需求增﹔而年底科技股亦造好，原因是傳統上每年第四季，屬於美國的消費旺季，科技產品銷情理想。

[ 本帖最后由 cct2048 于 25-1-2007 01:03 AM 编辑 ]

cg_ong

唉！ 我们的股市靠炒，靠消息，靠概念，有炒有动，不炒不动。

像LKT这样的好股，没课题也只能静静的等。。。

os

from icapital [Updated on 30/01/2007 08:14:00]

LKT Industrial has fallen below its 30-day moving average support. Its MACD is turning down. Even though its DMI is bullish, a fall to RM2.00 is seen. Hence, i Capital rates LKT Industrial a trading Sell.

Can you tell me how do we know what is the latest share icapital is holding?

os

大约半年前的:
21,633,600        Lion Diversified Holdings Bhd
17,170,000         DiGi.Com Bhd
16,280,000         UMW Holdings Bhd
13,464,000         Petronas Dagangan Bhd
7,894,200         Fraser & Neave Holdings Bhd
7,430,080         United Malacca Bhd
4,248,860         VADS Bhd
3,563,160         Padini Holdings Bhd
3,080,000         Asiatic Development Bhd
1,551,120         Tong Herr Resources Bhd
824,000                 Mieco Chipboard Bhd
512,000                 Poh Kong Holdings Bhd

最新的你可以打电话去问陈鼎武，不过我没他的号码

原帖由 os 于 7-2-2007 01:01 AM 发表
大约半年前的:
21,633,600        Lion Diversified Holdings Bhd
17,170,000         DiGi.Com Bhd
16,280,000         UMW Holdings Bhd
13,464,000         Petronas Dagangan Bhd
7,894,200         Fraser & Neave Holdings Bhd
7, ...

哈哈， thanks alot, I only have Pohkong

原帖由 os 于 7-2-2007 01:01 AM 发表
大约半年前的:
21,633,600        Lion Diversified Holdings Bhd
17,170,000         DiGi.Com Bhd
16,280,000         UMW Holdings Bhd
13,464,000         Petronas Dagangan Bhd
7,894,200         Fraser & Neave Holdings Bhd
7, ...

哈哈， thanks alot, I only have Pohkong