【IOICORP 交流专区】 IOI 老板一年前的致词

u346018

我猜這幾天IOI的股價會追高，
下個星期三的股東大會前應該不會大跌。

過后就要問神了。

loong81

今天的股价如果开高高
想追高都没有机会

lonely2

来啊来啊。。。
帮它推高高去～～
哈

u346018

没有想象中有力，
卖盘还是很强。

看来今天去不到RM3.70

牙齿

原帖由 -CLEMENT- 于 13-10-2008 09:40 PM 发表
明天就爆升了。。。。。还迟点才买

我买的是4块多的价钱

u346018

今天不能解套了，
明天到期，看来又要收票了。

scsiang82

Tuesday October 14, 2008
Analysts remain positive on Public Bank and IOI
By FINTAN NG and


PETALING JAYA: Blue-chip stocks such as Public Bank Bhd and IOI Corp Bhd have not been spared the massive selldowns in recent days as global equity markets buckled under the impact of the credit crunch.

Public Bank, the third-largest banking group by assets and loans, has seen its share price battered by a combination of continued concerns on financial stocks as well as institutional investors making redemptions, while IOI Corp’s share price has fallen in tandem with plummeting crude palm oil (CPO) price, now off its March high by more than 50%.

IOI Corp’s share price, meanwhile, had fallen 53% year-to-date to RM3.50 yesterday with the sharpest fall occuring in early July due to the softening of CPO future prices.

Its performance was in contrast to that of the plantation index which was down 48% year-to-date. Since the steep decline in CPO price, foreign shareholding had remained at 32%, according to OSK Research analyst Alvin Tai.

“IOI Corp’s earnings is the least sensitive to CPO price, hence most defensive,” he said.

OSK Research said in a report yesterday that CPO futures, which had fallen sharply recently to the RM1,800 level, not far from the RM1,400-RM1,500 level in 2005 where the last up-cycle started, were now near the bottom.

“If we are wrong (on CPO price being near bottom), you get hurt the least with IOI,” Tai said.

Aseambankers, which has a “trading buy” on IOI Corp, remains “overweight” on the plantation sector and said it was maintaining its 2009 average CPO price forecast of RM2,500 for now.

HwangDBS had turned cautious on the plantation sector and revised downwards yesterday its CPO price targets to RM2,890 for this year, RM2,190 for next year and RM1,830 for 2010, from RM3,220, RM3,080 and RM2,930 per tonne respectively.

“Following these revisions, our target prices for plantation stocks in our coverage were cut by 14.6% to 42.1%,” it said.

IOI Corp, meanwhile, is optimistic on its earnings performance for the financial year ending June 30, 2009.

Recent reports indicated the company was guiding for similar FY08 profits of RM2.23bil in FY09.

They also said IOI Corp expected to realise average CPO prices of RM2,865 per tonne for the period as it had sold forward about 80% of its monthly production at about RM3,400 per tonne up to February 2009.

Having said that, analysts remained concerned on the group’s margins due to the increase in production costs because of higher fertiliser prices, the largest cost component of a planter’s total cost.

To date, production costs have gone up by about 20%.

Being a diversified player with businesses not only in plantations but also in resource-based manufacturing and properties helped differentiate IOI Corp from other plantation players.

Its resource-based businesses, made up of oleochemicals and speciality fats, generated relatively healthy margins, while its property segment, although under pressure from higher construction costs, continued to generate steady revenue.

http://biz.thestar.com.my/news/story.asp?file=/2008/10/14/business/2265786&sec=business

傻人最有傻福

IOI集團展延獅城產業計劃        

• 即時新聞
• 國內財經

  2008-10-14 15:50        
（吉隆坡）鑒於新加坡產業需求放緩，IOI集團（IOICORP,1961,主板種植組）將展延在新加坡的一項產業計劃。
花旗集團是在與IOI集團管理層會面後透露上述。不過，IOI集團執行董事李耀祖未作出相關回應。
IOI集團是透過聯營公司於1月份成功競標到總值11億新元（約26億1639萬5703令吉）的地皮，以發展高檔住宅產業。
不過，受到全球經濟放緩影響，新加坡第3季經濟成長寫下2002年來首次衰退的現象。
花旗集團在剔除這項產業計劃所可能帶來的盈利估計後，調低IOI集團未來3年的盈利預測。


                星洲互動‧2008.10.14

傻人最有傻福

General Announcement

Reference No CU-081014-F5E6B

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	14/10/2008

Type	:	Announcement
Subject	:	Proposed Dealing by Director in the Securities of the Company during Closed Period
Contents	:	Thefollowing Director has given notice of his intention to deal (direct orindirect) in the securities of the Company during the closed periodfrom 14 October 2008 to 14 November 2008 pending an announcement ofIOI's financial results for the 1st quarter ended 30 September 2008 andhis current holdings of the securities is as follows :-
Announcement Details : Table 1 Direct Interest Deemed Interest Name of Director Number of Shares % of Issued Shares Number of Shares % of Issued Shares Tan Sri Dato’ Lee Shin Cheng 46,022,670 0.77% 2,430,525,343* 41.12% * via Progressive Holdings Sdn Bhd and shares held by his sons, Dato’ Lee Yeow Chor and Mr Lee Yeow Seng This announcement is dated 14 October 2008.

-CLEMENT-

明天又要暴升了

khokhokho

原帖由 -CLEMENT- 于 14-10-2008 08:02 PM 发表
明天又要暴升了

今晚美股大跌，馬股也

-CLEMENT-

你买在什么价位？？？？？

弹煮

我买4.04，配合IOI的字样

u346018

RM4.96 & RM3.48

草下飞

IOI展延新加坡一產业计划
大马財经  2008-10-14 18:13
（吉隆坡）鉴於新加坡產业需求放缓，IOI集团（IOICORP,1961,主板种植组）將展延在新加坡的一项產业计划。

花旗集团是在与IOI集团管理层会面后透露上述。不过，IOI集团执行董事李耀祖未作出相关回应。

IOI集团是透过联营公司於1月份成功竞標到总值11亿新元（约26亿1639万5703令吉）的地皮，以发展高档住宅產业。

不过，受到全球经济放缓影响，新加坡第3季经济成长写下2002年来首次衰退的现象。

花旗集团在剔除这项產业计划所可能带来的盈利估计后，调低IOI集团未来3年的盈利预测。

花旗在一份研究报告也表示，在原產品价格下跌之下，花旗也下修IOI集团现財政年的棕油平均价的预测。

cocoloco

揭发分析家的真面目

13/10/08 IOICORP (TP RM3.70 - HOLD)
19/08/08 IOICORP (TP RM8.75 - BUY)
29/05/08 IOICORP (TP RM8.75 - BUY)
16/05/08 IOICORP (TP RM8.75 - BUY)
15/02/08 IOICORP (TP RM8.80 - BUY)  
16/11/07 IOICORP (TP RM8.80 - BUY)

-CLEMENT-

:@ 分析家害人不浅迟早会得到报应的

股友

请用红字发功，威力增倍。

-CLEMENT-

这里有谁8块被套的吗？？？

傻人最有傻福

大馬印尼“救市”‧棕油價有望企穩1500
                                      

• 大馬財經

(吉隆坡）正當全球為國際金融風暴而展開救市之際，原棕油價格的節節敗退也敲響警鐘，激發全球原棕油生產巨霸的大馬及印尼也展開“救市”行動，包括調高原棕油出口的限額、取消暴利稅或調整底線價格、公共交通規定使用生物燃油及降低棕油出口稅。
分析員對目前佔全球80%棕油生產量的大馬與印尼的原棕油“救市”行動感到振奮，認為此舉有助原棕油價格維持每公噸估計1500令吉以上水平。
種植股保持“減碼”評估
儘管如此，由於缺乏詳情，分析員對種植股仍保持“減碼”評估，因原油價格保持低迷，而經濟的不明確或拖低需求量，進而對原棕油價格造成打擊。
種植及原產業部長拿督陳華貴較早透露，政府調升出口頂限達50%至300萬公噸，有助減低國內的原棕油庫存及提振原棕油價格。
大馬今年9月的棕油庫存量漲升5.5%至195萬公噸，寫下第三高的記錄水平。
與此同時，政府也將考慮規定公共交通使用生物燃油以及強迫大馬公司使用某個水平的生物燃油，以降低庫存量。
此外，砂拉越7大公司上訴要求聯邦政府取消暴利稅，以及調整門檻價格。
印尼方面，繼9月提高生物柴油政策後，政府也可能調降原棕油出口稅，因原棕油價格在過去6個月已猛挫50%。
大馬研究透露，大馬的燃油需求每年估計達1000萬公噸，5%生物燃油相等於50萬公噸，足以吸納國家4分1的庫存量或佔現年生產量的3%。
“大馬需要時間執行這項政策，因為還需要準備基本建設。”
聯昌研究說，“鑒於過去的拖延記錄和邏輯性問題，相信原棕油價格仍未反映有關因素。”
調高出口配額提高競爭力
大馬調高原棕油出口免稅配額，即從200萬公噸上調至300萬公噸，該行表示，此措施可能僅適用於一些在海外擴充業務的種植集團，如森那美（SIME,4197,主板貿服組）、IOI集團（IOICORP,1961,主板種植組）、聯邦土地發展局及豐益（WILMAR）。
“我們相信，比較印尼，此舉將提高大馬的原棕油競爭力，因大馬每公噸1800令吉的原棕油，出口稅為17.8%，比印尼現有的7.5%出口稅來得高。”
整體而言，此舉有助政府達到提高出口的作用，尤其是運往印度及巴基斯坦。
取消暴利稅或調整門檻價格方面，大馬研究表示，門檻價格的計算為每公噸2000令吉，以現有每公噸1800至2000令吉的價格，種植公司不需繳付任何稅率。