【新海峡时报(NSTP)交流專區】

qqtanlin

现在现金是王没错,不过不拿出来好好用,就什么都不是.你买股有限定只买几多种股票吗？

糊涂

原帖由 悶蛋 于 7-12-2008 07:46 PM 发表
在我住的这个小乡村，metro的销量远远超越berita harian，
其它地方就不知道了，糊涂兄，年报有提到吗

有，2006年的年报就指出Metro Harian在07年6月就已是马来报一哥。

以目前的形势看来，将来的报界将会是三强鼎立的局面，世华、新报与NSTP将会瓜分大马ADEX的60%蛋糕，这数字可不是盖的噢！
经济好转的时候，NSTP的价格可不止这数目了！也许大家算算世华与星报的总市值就明白NSTP的价格被低估得多么的利害！

糊涂

原帖由 qqtanlin 于 8-12-2008 04:41 PM 发表
现在现金是王没错,不过不拿出来好好用,就什么都不是.你买股有限定只买几多种股票吗？

近来改变了点策略，糊涂想要重押在3家公司上，其中两家我已向大家分享(NSTP与Integra)，还有一家在恰当的时候才向大家分享！

qqtanlin

跟我很象，我也是少而精，贵精不贵多，现在最多只买三间公司的股票，不过以这种方法投资要下点功夫研究止损，止损在看错时能保命

糊涂

原帖由 悶蛋 于 7-12-2008 08:08 PM 发表

年报虽然重要但并不是最重要，报业其实是个容易预测的行业，
所以当它太过明显的低于大势的时候，是否已经表示了一些什么东西呢？
糊涂兄对于确定性高又能开番的股票有兴趣的话为何不留意电力业，
有许多被忽略 ...

呵呵，在大马上市的发电业者计有Tenaga、Genting、Tanjong、YTL Power、MMCCorp，还有不入流的MFCB等。
糊涂不是不看好它们，只不过它们在工业、商业电力需求减少的当儿却需付上昂贵的利息开销，现在投资它们感觉可有点怪怪的！
嗯，这几家公司不是不好，只不过他们的股价并没有被严重低估，激发不起糊涂的购兴耶！若你问我哪家比较值得投资，糊涂认为Genting、Tenaga与Tanjong都不错，其它的可就马马虎虎罢了！

糊涂

原帖由 悶蛋 于 7-12-2008 08:33 PM 发表

说实在，忘了
但是不太重要了啦，只知道盈利肯定会增加了，
要注意的还有本地合约的期限，
不过很明显有远见的管理层都开始谋后路了，
ytlpower最近的收购不也是一种确定性？

呵呵，ytlpower的确定性最高，英镑大跌还有美元走强对它影响下季度就看出来了
还有新加坡的收购并无法在短期内获利，似乎也不见得有多高明耶。糊涂对它的看法是避开则吉

糊涂

原帖由 qqtanlin 于 8-12-2008 04:58 PM 发表
跟我很象，我也是少而精，贵精不贵多，现在最多只买三间公司的股票，不过以这种方法投资要下点功夫研究止损，止损在看错时能保命

呵呵，那可能是我们读到同一本投资书籍啦，竟然塑造出同样的投资方式耶！

糊涂

原帖由 tan81 于 7-12-2008 11:19 PM 发表
买一些自己也还没有看到的东西，不叫确定性。
这是我的忠告。

我倒认为，糊涂大大比较了解自己的选择。

不过，是否好选择，则是另外一回事。

谢谢您的肯定，或许我了解我的选择；可是我相信我也有不少的盲点，能够在论坛上发现自己看不到的另一面亦是美事一件。。呵呵

qqtanlin

呵呵...我倒觉得是我们臭味相投才对啊

hdcyng

原帖由 糊涂 于 8-12-2008 04:59 PM 发表


呵呵，在大马上市的发电业者计有Tenaga、Genting、Tanjong、YTL Power、MMCCorp，还有不入流的MFCB等。
糊涂不是不看好它们，只不过它们在工业、商业电力需求减少的当儿却需付上昂贵的利息开销，现在投资它们感 ...

个人觉得NSTP在现在需求减少的经商环境是上上之选, 跌会比别人少.
又可以博高息和私有化!
糊涂 大大对管理层的了解可以分享吗?

糊涂

原帖由 老散一名 于 7-12-2008 11:59 PM 发表

哈哈，想不到糊涂兄也收滿多的。
70，000 unit 占了你的比例應該也不小吧。

那天談了醬久都忘了問你現在是否有了小孩。
以前你也曾經說過要用 ＄30，000 成立教育基金。
老散的教育基金打主了，現在負負的回 ...

还好，那可也是糊涂目前总资金的三成比例了。
糊涂目前还没有小朋友，也许小朋友出世后再糊涂也会来佳礼开贴并为他成立个教育基金。

糊涂

原帖由 hdcyng 于 8-12-2008 05:09 PM 发表
个人觉得NSTP在现在需求减少的经商环境是上上之选, 跌会比别人少.
又可以博高息和私有化!
糊涂 大大对管理层的了解可以分享吗?

呵呵，这可把糊涂难倒了！
从年报的资料中获知它的管理层都是年轻化，较有远见，也能够兼顾市场的要求，这些都可以从以下几点看出来

• 有效的管理NSTP派发量以减少Waste
• 向读者survey Berita Harian销量下滑原因
• 关闭没有经济效应的部门、在2006年开始瘦身，在两年前已为即将来临的严峻市场准备(所以它今天能够那么从容的面对金融风暴)
• 曾经尝试把Malay Mail打造成为年轻人的刊物、注重于时尚、广告收入，事与愿违后就果断出售。
• 有目标，2006年报指出将会努力减低债务，结果短短3年内就把债务清还。

以他们这样的管理能力，糊涂深信这一次的寒冬就算再冷，也不会把它给冻死耶！

goodluck88

糊涂版主目前的总资金是否包括了refinance的融资？

Carimampus

哈哈。 看來好多人都已經出來博人生最重要的一戰。  祝糊塗大人， 旗開得勝！  

糊塗軍隊， 已經開始出擊。  分第一先鋒， 7萬大軍， 向NSTP大城邁進。  第二部隊， 和第三部隊， 在待機出發。  陸續而來。

欲知後事如何，  請看下回分曉。

titep_shin

看来糊涂版主已经目标明确
人生的机会不多,敢于把握才有机会成功

帮你加油
认定了目标,就勇敢向前

糊涂

原帖由 hdcyng 于 10-12-2008 03:05 AM 发表


只要还有最大几个股东不能有多过75%和股东最少要有1,000人以上的条例;永远都会有散户放票和买票.
现有条例我们只能知道当下的5%以上大股东有多少张票可放!

还有就是,NSTP还清short-term de ...

哈哈，NSTP超过5%股权的股东只有Media Prima与KWSP；换句话说，除了他们之外的股东都是潜在的卖家。

Mr.Business

新闻。

Tribune files for bankruptcy protection
Mon Dec 8, 2008 6:55pm EST
By Jui Chakravorty Das

NEW YORK (Reuters) - The publisher of the Chicago Tribune and the Los Angeles Times declared bankruptcy on Monday as the U.S. newspaper industry's unrelenting loss of readers and advertisers claimed its biggest victim yet.

Tribune Co, which owns eight major daily newspapers and several television stations, filed for Chapter 11 bankruptcy protection after collapsing under a heavy debt load just a year after real estate mogul Sam Zell took it private.

Like other big U.S. newspapers, Tribune is under pressure from declining advertising revenue and circulation as more people get news online and as companies cut their marketing budgets because of the economy.

"The Tribune Co's financial condition is symptomatic of the ills that plague the newspaper industry," said Jerome Reisman, a bankruptcy attorney with Reisman, Pierez & Reisman.

Tribune's bankruptcy filing is the latest chapter in the unraveling of the leveraged buyout boom which saw many companies bought by private equity firms and other investors ending up with massive debt loads.

Zell loaded up the privately held publisher with about $8 billion in additional debt when he took the company private in a transaction largely financed by company contributions to an employee stock option plan.

Like other big companies which took on heavy debt burdens during the private equity boom, Tribune is now being forced to find a way to cut its borrowings to an amount it can handle.

"This process of deleveraging America, whether financial institutions or Tribune, will be a long, slow and painful process," said Duke University Law School Professor James Cox. "That's what's going to prolong this recession."

Even newspaper publishers which haven't borrowed heavily have been struggling to cope: The New York Times Co is reevaluating its assets while slashing its dividend; media reports say McClatchy Co has approached potential buyers about a sale of the Miami Herald; and The Minneapolis Star-Tribune is restructuring while its owner, private equity firm Avista Capital Partners, has skipped debt payments.

Tribune, which also owns the Baltimore Sun and the Orlando Sentinel, had $7.6 billion in assets and $12.97 billion in debt as of December 8, according to its bankruptcy filing.

Tribune also owns 23 television stations, which are expected to be hit by the typical advertising declines that follow major elections when political spending virtually disappears.

"It has been, to say the least, the perfect storm," Zell said in a memo to employees. "A precipitous decline in revenue and a tough economy have coupled with a credit crisis, making it extremely difficult to support our debt. All of our major advertising categories have been dramatically impacted."

"There's been so much bad news constantly lately, everyone's just shrugging their shoulders," a Tribune newsroom staffer in Chicago said. "It's just one more day of more disappointing news."

Most of the $8.2 billion Zell buyout price was paid for by the pensions of Tribune's 20,000 workers, held in an employee stock ownership plan, or ESOP.

The ESOP structure was designed to reduce Tribune's taxes and it lowered Zell's own price tag to $315 million.

ASSET SALES

The filing does not include Tribune's Chicago Cubs Major League Baseball team or its storied ballpark, Wrigley Field -- both of which Zell has struggled to sell.

At least three groups submitted offers to Tribune last week in the latest round of bidding after receiving more detailed financial data on the Cubs, Wrigley Field and a 25 percent stake in a regional sports TV network.

Analysts have said the assets, which Tribune put on the block in April 2007, could attract bids topping $1 billion.

But the process has been repeatedly delayed and the slumping U.S. economy has led to speculation that final bids could be lower than initially expected.

"The reality is that we -- along with the rest of the country -- have very little visibility on where the economy is headed and how our businesses will perform given the recession," Zell said in the memo.

Tribune has already sold the Newsday newspaper on New York's Long Island to Cablevision Systems Corp.

During the third quarter, Tribune also sold a 10 percent interest in online job site CareerBuilder to Gannett Co Inc for $135 million.

The L.A. Times, the largest paper in the Tribune chain, has drawn steady interest from suitors that include entertainment mogul David Geffen. But Tribune has been reluctant to sell the paper, which still generates a profit.

Tribune said its unsecured creditors include J.P. Morgan Chase & Co's JPMorgan Chase Bank with an $8.57 billion claim under a senior facility, and Merrill Lynch & Co Inc's Merrill Lynch Capital Corp with a $1.6 billion claim under a bridge loan facility.

Its equity holders include a Tribune employee stock ownership plan with 56.52 million shares.

The filing said Tribune had retained Lazard and Alvarez & Marsal as financial advisers, and Sidley Austin and Cole Schotz Meisel, Forman & Leonard as legal counsel.

(Additional reporting by Megan Davies, Karen Pierog; editing by Matthew Lewis, Gerald E. McCormick, Richard Chang)

http://www.reuters.com/article/t ... rtualBrandChannel=0

[ 本帖最后由 Mr.Business 于 9-12-2008 09:01 AM 编辑 ]

悶蛋

原帖由 糊涂 于 8-12-2008 05:03 PM 发表


呵呵，ytlpower的确定性最高，英镑大跌还有美元走强对它影响下季度就看出来了
还有新加坡的收购并无法在短期内获利，似乎也不见得有多高明耶。糊涂对它的看法是避开则吉   

我只是举例，可没叫糊涂兄买进
但是对我来说，这样的市配合这样的新闻倒很吸引我
吸引归吸引，倒还不是动手的时候，
对我来说，现在的ytlpower是个短中期的选择（三年到六年左右）

悶蛋

原帖由 糊涂 于 8-12-2008 04:59 PM 发表

若你问我哪家比较值得投资，糊涂认为Genting、Tenaga与Tanjong都不错，其它的可就马马虎虎罢了！

除了tenaga我都有，其它马虎不该有的也都没有

hdcyng

Daily Close Price	0.980		Par Value	RM 1.00 par
Daily High Price	0.980		P/E	6.28
Daily Low Price	0.975		DY	8.16
Daily Opening Price	0.980		MCR	0.22
Daily Volume	1168		MIV	0.18
Price Change	+0.005		P/OC	2.01
Change %	+0.51%		52W-HI	2.080
			52W-LO	0.970
			Market Capitalisation	RM217.228m