舉債來投資 MEGAN 值得嗎 ? （八）

白狐狸

By Stevie Smith Apr 23, 2007, 14:58 GMT

As the tirade of HD back scratching continues unabated, with the Blu-ray and HD-DVD formats vying for market and consumer dominance, supporters in both camps claim superiority at every turn despite the pendulum motion attributed to sales of software and hardware across separate regions of the world.

With Sony’s recently released PlayStation 3 making a significant impact on the attraction of the Japanese giant’s Blu-ray high-definition format thanks to the videogames console’s sub-$500 USD price tag (which will soon shift to $599 USD following the production abandonment of the cheaper $499 20GB HDD model) sales of Blu-ray discs and hardware have been reported as continually outperforming that of its HD-DVD rival.

Most recently, according to a related Reuters report, Home Media Magazine has released figures indicating that Q1 2007 sales attributed to HD discs are split massively in Blu-ray’s favour, with the Sony-backed format notching up 832,530 sales against HD-DVD’s 359,300, which is a percentile of around 70 to 30 after the year’s first three months.

Following a market lead wrestled free in February, Blu-ray’s performance is now said to have evolved to the point where nearly three of every four HD discs sold belong to Sony’s format. Moreover, Home Media Magazine’s research, which is built on estimations from movie studios and Nielsen VideoScan point-of-sale records, further supports the notion that consumer choice resides firmly in Blu-ray’s corner.

More pointedly, when Martin Scorsese’s Oscar favourite “The Departed” was released on February 13 on both Blu-ray and HD-DVD, sales figures gathered up until March 31 showed that Blu-ray owners snapped up 53,640 units of the movie, while HD-DVD owners only contributed to sales of 31,590. And, it’s also worth noting that eight of the top-ten best-selling HD titles during the first quarter of 2007 were also assigned to the Blu-ray format, with hit James Bond vehicle Casino Royale sitting on top of the Q1 pile with approximately 59,680 unit sales.

Despite Blu-ray’s climb in popularity – no doubt boosted by the appearance of the PlayStation 3’s more accessible price point when compared to other existing Blu-ray players, industry watchers maintain that the format’s rise is to be expected as it is supported by more major movie studios than Toshiba’s cheaper to produce HD-DVD.

Yet, not everyone believes that Blu-ray will emerge victorious in the HD war, with HD-DVD backers and market commentators claiming that consumers will naturally move toward the cheaper of the two formats (with format backers closely pursuing the profit) as the differential in quality is negligible – at best – and that Sony’s track record regarding new media formats is not exactly glowing.

For example, tech writer Mark Raby at TGDaily suggests that “nothing could be further from the truth” considering the idea of Blu-ray’s PlayStation 3-bolstered rise leading to HD-DVD’s imminent demise.

“There are, without a doubt, a number of people who bought a PS3 and are testing out the Blu-ray movie player as a novelty,” opines Raby. “The PS3 counts for more than 75% of all BD players that have been sold, and when this novelty wears off for the non-enthusiasts, it may not be on such an elevated playing ground anymore.”

Raby also takes the opportunity to highlight the failures endured by Sony in recent years regarding ambitious formats such as Betamax, Super Audio CD, Minidisc, UMD, and others: “You can count the number [of formats] that turned out to be big successes by, well, doing absolutely nothing. The answer is zero.”

And, to enforce the possibility that the HD format heading to victory is more likely to be the one deemed more consumer friendly at retail, Engadget has revealed that American retail giant Wal-Mart is about to introduce a sub $300 USD high-definition player to retail – though its Japanese source isn’t able to confirm it as Blu-ray, HD-DVD, or a format-straddling hybrid player.

According to Engadget and Akihabara News, Wal-Mart has snapped up 2 million of the new Fuh Yuan and TDK engineered players from China-based Great Wall Corp., with its $299 USD price tag bringing it in a clear $100 USD cheaper than Toshiba’s current lowest offering, the A2 HD-DVD player, and a full $300 USD cheaper than Sony’s lowest priced player, the BDP-S300.


http://tech.monstersandcritics.c ... rformance_confusion

8years

原帖由 星空无限 于 23-4-2007 11:50 PM 发表
8years大大，光纤我想她应该是指光碟吧
而磁性产品应该是VIDEO TAPE这类行的

看了南洋的报导，原来MEGAN花了2亿来增加13条生产线。(如果我有错请指教)
如果以历年的盈利来看，大概每年赚50M。五年能赚300M ...

谢谢，你好像对megan很了解。

Mr.Business

MEGAN的第30大股东，Abu Talib bin Othman原来来头不小。


CYL Annual Report 2006 page 6:
TAN SRI ABU TALIB BIN OTHMAN, aged 68, Malaysian, was appointed as Non-Executive Chairman of
CYL Corporation Berhad, (“CYL”) on 16 September 2002. He is also the Chairman of the Nomination Committee
and Remuneration Committee.
He is a Barrister at Law from Lincoln’s Inn, United Kingdom. He has served in various capacities in the Judicial and
Legal Service of the Government of Malaysia. He was the Attorney-General of Malaysia from 1980 to his retirement
in 1993. Upon his retirement, he joined the public sector and was appointed Non-Executive Director in various public
and private companies. He is presently the Chairman of Alliance Unit Trust Management Berhad, Alliance Capital
Asset Management Sdn Bhd, IGB Corporation Berhad, British American Tobacco (Malaysia) Berhad and Sime
Darby Berhad. In 2002, he was also appointed as Chairman of Suruhanjaya Hak Asasi Manusia.

Sime Darby Group Annual Report 2006 page 7:
YBhg. Tan Sri Abu Talib, 67, a Malaysian, is a Non-Independent Non-Executive Director. He was previously an Independent
Non-Executive Director and had on 1st March 2006 declared that he is no longer independent as he is acting as a nominee
and representative of a major shareholder of the Company. He was appointed to the Board on 16th November 1998. Tan Sri
Abu Talib qualified as a Barrister-at-law from Lincoln's Inn, United Kingdom and has served in various capacities in the Judicial
and Legal service of the Government of Malaysia, including as Attorney-General of Malaysia. Tan Sri Abu Talib is currently the
Chairman of British American Tobacco (Malaysia) Berhad, IGB Corporation Berhad, MUI Continental Insurance Berhad and CYL
Corporation Berhad. He is also a director of Alliance Unit Trust Management Berhad and Alliance Capital Asset Management
Sdn. Bhd.Tan Sri Abu Talib is a member of the Executive Committee, the Remuneration Committee and the Risk Management
Committee of the Board.

原帖由 Mr.Business 于 24-4-2007 08:34 AM 发表
MEGAN的第30大股东，Abu Talib bin Othman原来来头不小。


CYL Annual Report 2006 page 6:
TAN SRI ABU TALIB BIN OTHMAN, aged 68, Malaysian, was appointed as Non-Executive Chairman of
CYL Corpor ...

这样也让你看到。佩服！佩服！
他来头确不小。
。。。前总检察长
。。。马来西亚人权委员会主席
。。。多间上市公司的主席
。。。当年安华被殴事件的独立委员会的主席
。。。还曾是本地某传销公司的主席顾问

megan的股价在底点盘整已超过一年，
看似风平浪静，但逐月平稳增加的交易量却让我有风雨欲来的感觉。
这个月的交易量肯定又多过上个月。

已经连续七个月了。。。

8years

原帖由 JayEarn 于 24-4-2007 11:42 AM 发表


这样也让你看到。佩服！佩服！
他来头确不小。
。。。前总检察长
。。。马来西亚人权委员会主席
。。。多间上市公司的主席
。。。当年安华被殴事件的独立委员会的主席
。。。还曾是本地某传销公司的 ...

如果megan做政府生意就发咯。。。。
可惜做外国生意。。。。。。。。。

yusiang

原帖由 JayEarn 于 24-4-2007 11:42 AM 发表
这样也让你看到。佩服！佩服！
他来头确不小。
。。。前总检察长

哈哈，可能他知道盗版商都是跟megan买CD的？他'捉'了那么多。

Mr.Business

哈，Tan Sri Abu Talib bin Othman和另一位大股东KAF Fund Management Sdn. Bhd. (前身为KAF Management Services Sdn. Bhd.)关系密切。Tan Sri在其他公司的投资也都是KAF负责的。他和KAF的老板(Datuk Khatijah Binti Ahmad)同是Sime Darby的董事。

PS: Tan Sri是BAT的主席，不知道他认不认识Brahmal?

PPS: KAF Fund Management Sdn. Bhd.是EPF的fixed-income portfolio manager。
http://biz.thestar.com.my/news/story.asp?file=/2007/3/24/business/17244125&sec=business

[ 本帖最后由 Mr.Business 于 24-4-2007 01:17 PM 编辑 ]

星空无限

我是刚好以前在HARDDISK厂做工，也很不巧的HARDDISK厂就是MITSUBISHI CHEMICAL在同一个屋檐下。所以对HARDDISK了解多有少少的了解。
而且很不巧的，对光碟做了少少的研究竟然发现到原来HD DVD和BR需要用到SPUTTERING MACHINE
才能生产。所以如果MEGAN没买新的机器，肯定是要关门了!
如果你是一个商人，一个有给你翻身的机会和一个倒闭的可能你会选择后者吗?

8years

原帖由 星空无限 于 24-4-2007 09:49 PM 发表
我是刚好以前在HARDDISK厂做工，也很不巧的HARDDISK厂就是MITSUBISHI CHEMICAL在同一个屋檐下。所以对HARDDISK了解多有少少的了解。
而且很不巧的，对光碟做了少少的研究竟然发现到原来HD DVD和BR需要用到SPUT ...

megan已经买了新机器，将在今年运作，会如何没人知道，只好等业绩报告咯。

jackphang

原帖由 星空无限 于 24-4-2007 09:49 PM 发表
我是刚好以前在HARDDISK厂做工，也很不巧的HARDDISK厂就是MITSUBISHI CHEMICAL在同一个屋檐下。所以对HARDDISK了解多有少少的了解。
而且很不巧的，对光碟做了少少的研究竟然发现到原来HD DVD和BR需要用到SPUT ...

一个有诚信的老板会与小股东共患难。

常山趙子龍

TO ： KLSE8K
请问最近你有没有看"XX"TV关于中美知识产权的问题？
我很高兴因为CD真的很好卖。。。我看到很多盗版CD被销毁!!


你对这有什么看法？？

[ 本帖最后由 常山趙子龍 于 25-4-2007 02:25 PM 编辑 ]

Mr.Business

DISC CONSTRUCTION AND MANUFACTURING

What is the construction of DVD-R and DVD+R discs?
DVD-R and DVD+R discs can be either single or double-sided. A single-sided (SS) disc is composed of a recording side and a dummy side while a double-sided (DS) disc consists of two recording sides. The recording side of a DVD-R and DVD+R disc is a sandwich of a number of layers. First comes a polycarbonate plastic substrate containing a shallow spiral groove extending from the inside to the outside diameter of the disc. A DVD-R disc additionally includes pits and lands on the areas between the coils of the groove (land pre-pits). Added to this substrate is an organic dye recording layer (azo, cyanine, dipyrromethene or others) followed by a metal reflective layer (silver, silver alloy, gold). The dummy side of a single-sided disc consists of an additional flat polycarbonate plastic substrate (sometimes with an additional metal layer to obscure the bonding layer from view for aesthetic purposes). An adhesive then bonds two recording sides (for a double-sided) or a recording and dummy side (for a single-sided) together into the final disc. Some single-sided discs are also topped on the dummy side with decorations or additional layers that provide surfaces suitable for labeling by inkjet, thermal transfer or re-transfer printers.

How are DVD-R and DVD+R discs made?
The first step in manufacturing a DVD-R or DVD+R disc is to fabricate the polycarbonate plastic substrates (incorporating the spiral groove and land pre-pits) using an injection molding process. The dye is then applied using spin coating and the metal layers by means of DC sputtering. After both sides of the disc are completed they are bonded together using a hot melt, UV cationic or free radical process. Additional decoration or printable layers are typically applied using screen printing methods. A DVD-R (General) disc undergoes a further manufacturing step in which a specialized computer DVD recorder is used to “prewrite” information in the Control Data Zone of its Lead-in Area to inhibit direct copying of prerecorded DVD-Video discs encrypted with the Content Scrambling System (CSS). Apart from this, and some minor differences in the configuration of the molding stamper used to create the substrates, the process for manufacturing DVD-R and DVD+R discs is virtually identical.

What is the construction of DVD-RW, DVD+RW and DVD-RAM discs?
To allow information to not only be written but also re-written many times over, DVD-RW, DVD+RW and DVD-RAM (rewritable) disc construction is more complex than that of DVD-R and DVD+R (recordable). Just like a recordable disc, a rewritable disc can be either single or double-sided. The recording side of a rewritable disc also uses multiple layers beginning with a polycarbonate plastic substrate containing a shallow spiral groove extending from the inside to the outside diameter of the disc. A DVD-RW disc additionally includes pits and lands on the areas between the coils of the groove (land pre-pits) and a DVD-RAM disc also inside the groove itself (land and groove). Next comes a dielectric layer (zinc sulfide and silicon dioxide), followed by a phase-change alloy recording layer (either indium, silver, tellurium and antimony or germanium, tellurium and antimony), another dielectric layer and a metal reflective layer (silver, silver alloy, aluminum). Additional layers may also be incorporated above or below the dielectric layers (germanium nitride, silicon carbide, silicon dioxide, silicon nitride, zinc sulfide, antimony telluride and others). The dummy side consists of a flat polycarbonate plastic substrate sometimes with an additional metal layer. An adhesive then bonds the sides together into a single disc. The exterior of the recording side may also be “hard coated” with a transparent material (indium tin oxide, silicon-based lacquer and others) designed to repel dust and resist fingerprints and scratches. Similar to a barcode in appearance, a DVD-RAM or DVD-RW disc can also contain near its inner diameter an optional Burst Cutting Area (BCA) or Narrow Burst Cutting Area (NBCA) to supply information required to implement Content Protection for Recordable Media (CPRM).

How are DVD-RW, DVD+RW and DVD-RAM discs made?
As with DVD-R and DVD+R, producing DVD-RW, DVD+RW or DVD-RAM discs involves using multiple manufacturing stages. The first step is to fabricate the substrates (incorporating the spiral groove, land pre-pits and embossed areas) by injection molding. The dielectric layers, phase-change recording, reflective and any additional layers are applied to the substrate using DC, RF and reactive sputtering. After both sides of the disc are completed they are bonded together using a hot melt, UV cationic or free radical process. Since the sputtering process lays down the phase-change alloy in its amorphous condition a special device using powerful lasers (initializer) returns the recording layer back to its crystalline state. Subsequent recording then results in less reflective (dark) areas being written against a more reflective (bright) background. The Burst Cutting Area (BCA) or Narrow Burst Cutting Area (NBCA) is marked into the disc using the initializer or a dedicated device outfitted with a YAG (yttrium aluminum garnet) laser. Hard coating can be applied to the substrates at different stages in disc manufacturing using a variety of processes such as spin coating, vacuum deposition and screen printing. A DVD-RAM disc can optionally undergo a further manufacturing step in which it is physically formatted by a conventional computer recorder (to detect and map any defective sectors). Apart from some minor differences in the configuration of the molding stamper used to create the substrates the process for manufacturing DVD-RW and DVD+RW discs is virtually identical while DVD-RAM fabrication is more involved.

How does writable DVD and CD disc manufacturing differ?
Apart from the thinner substrates and tighter manufacturing tolerances, the most significant difference between writable DVD and CD manufacturing is the need to perfectly bond two DVD halves together to create a disc that is the same thickness as a CD (1.2 mm). It is imperative that the two disc halves have the same long-term mechanical behavior to ensure that the resulting disc maintains its thermo-mechanical stability. This is particularly important for high-speed discs where flatness and uniformity are paramount. Writable DVD disc manufacturing equipment and production steps (with the addition of the bonding stage) closely resemble those used to fabricate their CD counterparts. In fact, many media manufacturers have simply modified their existing CD-R and CD-RW equipment to produce writable DVD discs although it is generally expected to become less feasible to do so (for productivity and product quality demands) as the technology and business evolves.

http://www.osta.org/technology/dvdqa/dvdqa13.htm

yusiang

有空可以看看这个..不过看了别骂我。
http://whereiszemoola.blogspot.com/2007/04/re-megan-again.html

8years

原帖由 yusiang 于 25-4-2007 12:54 PM 发表
有空可以看看这个..不过看了别骂我。
http://whereiszemoola.blogspot.com/2007/04/re-megan-again.html

哇，你不写还好，写了就惨，新的资料。管理层是黑的。

[size=100%]
[size=100%]The opinions back then, was the Megan shareholders was using the company as a tool to enrich themselves. They,the Singaporean shareholders, used Megan Media, a listed company inMalaysia, to purchase a company in which they have own vested interests. And they sold the company at a premium and with the sale the existing debts of MJC were sold to Megan.
[size=100%]Asmentioned before, when I purchase a stock, I consider myself being apart owner of the business. A business partner. So when my businesspartner places their ownselves before me, how could I trust being apart owner of such a company? And most important of all, do I seemyself benefiting in such a partnership? Can meh? How can I benefit when the owners main priority is to enrich their ownselves?

[size=100%]

[size=100%]
[size=100%]

[ 本帖最后由 8years 于 25-4-2007 01:56 PM 编辑 ]

DISHAN

原帖由 yusiang 于 25-4-2007 12:54 PM 发表
有空可以看看这个..不过看了别骂我。
http://whereiszemoola.blogspot.com/2007/04/re-megan-again.html

当初看到他对GAMUDA的评价，差点将手上的低价Gamuda凭单全丢了。。。
想起都冒冷汗。。。

Harimau

原帖由 DISHAN 于 25-4-2007 02:23 PM 发表

当初看到他对GAMUDA的评价，差点将手上的低价Gamuda凭单全丢了。。。
想起都冒冷汗。。。

哈哈哈, 他在 Topglove 最值得买进的时候也是狂踩 Topglove 的。

此人除了自己买进的股票外, 一律唱衰其他股。见怪莫怪。


PS: 此人曾经唱好的 Ajiya, 如今回首, 还衰过很多被他唱衰的股.

江湖

原帖由 Harimau 于 25-4-2007 04:44 PM 发表



哈哈哈, 他在 Topglove 最值得买进的时候也是狂踩 Topglove 的。

此人除了自己买进的股票外, 一律唱衰其他股。见怪莫怪。


PS: 此人曾经唱好的 Ajiya, 如今回首, 还衰过很多被他唱衰的股.

难道虎老大是在暗示现在是MEGAN最值得买进的时候？

magnumao

莫非虎兄识得此人?

我很好奇,到底有哪些股/公司是他看好的.向来只见他踩,没见他捧.

shuhjiunho

投资本来就是很主观的东西，因为每个人看到的风险也不一样。再说，每个人都某件事情的诠释方式，和理解能力都不一样。

Topglove外劳被罚款额的事情，有些人认为管理层的诚信不够，有些人看到用廉价劳工低成本的方式等等。如果没有双方面的看法，根本就不会有买卖这交易。

别人说什么不重要，只要自己了解自己的风险，自己知道自己的投资就可以了。

[ 本帖最后由 shuhjiunho 于 25-4-2007 06:07 PM 编辑 ]