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发表于 21-10-2009 06:25 PM
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发表于 21-10-2009 10:01 PM
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发表于 22-10-2009 10:11 AM
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回复 2407# 性感的手 的帖子
两块钱有点难。。除非原油冲回150++
呵呵。。是有可能。。。耐心等吧。。。
今天油冲到80了，knm却反常地如此寂静。。。
似乎在酝酿着什么。。。 |
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发表于 22-10-2009 12:18 PM
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原帖由 xiaomao 于 22-10-2009 10:11 AM 发表 
两块钱有点难。。除非原油冲回150++
呵呵。。是有可能。。。耐心等吧。。。
今天油冲到80了，knm却反常地如此寂静。。。
似乎在酝酿着什么。。。
在等T+3跟1023 |
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发表于 23-10-2009 02:56 PM
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MBB 评价。。。。。
At the cusp of recovery in orders
Upgrade to Buy; RM1.02 TP. We have turned optimistic ahead of a
recovery in orders and in light of undemanding valuations. KNM is now
among the better alpha plays on the weaker USD vis-a-vis stronger
commodities price theme, backed by its liquidity premium. Our TP pegs
KNM at 12x 2011 PER (previously 10x 2010 PER), still at a discount to
its +1 STD of historical mean (for early earnings recovery play) and 29-
42% below the 14-19x PER of its global peers.
Replenishment risk abating. KNM’s outstanding order book has
stabilised at RM2.7b as at Sep 09 (unchanged QoQ). This is an
encouraging sign, as its outstanding order book has been declining
over the past 2 quarters after reaching a peak of RM4.3b in Dec 08.
Also, new job flows have started to pick up. KNM bagged RM1b worth
of new orders in 3Q versus minimal replenishment in 1H09.
Job enquiries also on the rise. To-date, 50% of KNM’s RM14b in
tenders have been activated versus 10-15% 6 months ago. With job
enquiries growing, we expect higher contract flows in 2010. New order
wins will come from Malaysia and overseas (i.e. Middle East, Australia,
PNG). We think KNM stands a strong chance of winning another
RM400-500m contract from Verwater alone for Phase 2 of the storage
terminal and marine facilities project in Yan, Kedah.
Exiting Chad to be positive. Elsewhere, KNM’s intended venture into
Chad is likely to be off unless it secures bank financing for the Sedigi
project. The market would react positively should KNM drop its interest
in Chad as a turnkey contractor or just surface as a sub-contractor for
this project considering the security, execution and financial risks
involved. The contract manufacturing portion of this project is estimated
at USD220m, which has not been imputed in our forecasts.
Expect earlier recovery, by 2010. We cut 2009 EPS forecast by 10%
as we expect KNM to deliver weaker 2H earnings vis-à-vis 1H owing to
order book distortion and margin erosion. Reported 1H09 net profit was
RM170m (+13% YoY) while our new forecast implies a 19% HoH drop.
However, we raise 2010-11 forecasts by 16% and 28% respectively as
we expect full order book revival by 2H10. This suggests earnings
growth revival from 2010, ahead of our initial expectations. |
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发表于 25-10-2009 07:53 PM
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订单回复正常·估值不昂贵 可考虑买入科恩马
二零零九年十月二十三日 晚上十一时十一分
（吉隆坡23日讯）马银投资银行在公司修订报告中说，基于订单恢复正常以及估值不昂贵，因此它对科恩马集团有限公司（KNM，7164，工业产品组）展望已转为乐观。这只股评级由<脱售>调高至<买入>，目标价也由69仙调高至1.02令吉。 |
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发表于 27-10-2009 05:26 PM
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又开始跌回去了 |
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发表于 27-10-2009 05:42 PM
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发表于 27-10-2009 07:25 PM
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发表于 27-10-2009 11:59 PM
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回复 2414# mikeng88 的帖子
死亡 交叉线 |
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发表于 2-11-2009 01:14 PM
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发表于 2-11-2009 09:45 PM
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回复 2417# mikeng88 的帖子
对咯.....每次都是从0.7xx升到0.8xx然后又再重复又重复.... |
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发表于 3-11-2009 02:19 AM
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回复 2418# 性感的手 的帖子
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是咯。。。你的手还不够性感吧。。。吸引不到它上０。９x |
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发表于 3-11-2009 03:30 AM
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发表于 3-11-2009 09:50 AM
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发表于 3-11-2009 10:02 AM
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休息了几天，该动了吧 |
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发表于 3-11-2009 10:13 AM
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会动就可以进一点了。 |
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发表于 3-11-2009 12:15 PM
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发表于 3-11-2009 12:24 PM
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借位发问
E&O-LR 3417LR 有谁知道到底失踪去那里了？ |
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发表于 12-11-2009 09:08 AM
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KNM是不是在middle east有拿到新projects??? |
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