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【TNLOGIS 8397 交流专区】东南物流

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发表于 26-12-2013 04:10 PM | 显示全部楼层
8397w在3-1-2014才上市,不用考虑了,进母亲吧,丰衣足食的.
8397w上市若走到 0.60 sen ,tnlogis最少有RM 1.50 呀.
  罗里看起来是旧了点,真的开动你一定哈哈笑.
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发表于 26-12-2013 04:41 PM | 显示全部楼层
看久都熟了,之前从1.07 上至 1.45 ,之后回调至1.33(约10%),現开始上,当破了1.45 ,就往1.60去了,小小见识,错了不要怪我,haha
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发表于 26-12-2013 06:14 PM | 显示全部楼层
1)五年时间,warrant至Rm 1.00是一定可以的(rM1.00+RM1.00转换价=RM2 .00母股),但母股到RM2.50我看也有可能,须看下来的业绩. 2)公司的企业活动(買回资产及发售凭单),加大公司必须使股票交易活跃,以吸引投资者投入资金。
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发表于 26-12-2013 07:48 PM | 显示全部楼层
东南物流【TNLOGIS】,旭日『东』升
取自扬帆启航兄之精华---http://klsecompany.blogspot.com/2013/12/tnlogis.html
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发表于 30-12-2013 03:38 PM | 显示全部楼层
东南快車慢慢收货,想信3-1-2014就要开始跑了,还没上車的旅客请快了,哈哈,幸福的未来是丰衣足食的,我已经看到了。
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发表于 31-12-2013 04:06 PM | 显示全部楼层
原本收到风王司令 3号才会挥军北上,想不到提早出击,给敵人措手不及,哈哈。
大军驻扎在 1.45的关口,安全上路吧,

本帖最后由 kongsenger 于 31-12-2013 04:07 PM 编辑

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发表于 31-12-2013 04:53 PM | 显示全部楼层
哇塞!是東南貨櫃變的超級金鋼嗎?
能送貨還能打求世人的transformers!




本帖最后由 vincychong 于 2-1-2014 01:01 AM 编辑

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发表于 1-1-2014 04:51 AM | 显示全部楼层
TIONG NAM LOGISTICS HOLDINGS BERHAD

LISTING'S CIRCULAR NO. L/Q : 69594 OF 2013

Kindly be advised that TNLOGIS’ 210,258,500 Warrants issued pursuant to the Rights Issue of Warrants will be admitted to the Official List of Bursa Malaysia Securities Berhad ("Bursa Securities") and the listing and quotation of the Warrants on the Main Market under the "Trading/Services" sector on a "Ready" basis pursuant to the Rules of Bursa Securities will be granted with effect from 9.00 a.m., Friday, 3 January 2014.

The Stock Short Name, Stock Number and ISIN Code of the Warrants are "TNLOGIS-WC", "8397WC" and "MYL8397WCSC5" respectively.


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发表于 2-1-2014 12:35 PM | 显示全部楼层
kongsenger 发表于 31-12-2013 04:06 PM
原本收到风王司令 3号才会挥军北上,想不到提早出击,给敵人措手不及,哈哈。
大军驻扎在 1.45的关 ...

今天已經1.49了
果然厲害

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发表于 2-1-2014 08:49 PM | 显示全部楼层
vincychong 发表于 31-12-2013 04:53 PM
哇塞!是東南貨櫃變的超級金鋼嗎?
能送貨還能打求世人的transformers!

明天下的話,我会加码,为2月中9m14的漂亮业绩作准备,haha,记得長线是金,短线是银.
持有前景佳的东南,不用太介意短暂的价位上下,把眼光看远,最后收获更多.
本帖最后由 kongsenger 于 2-1-2014 08:52 PM 编辑

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发表于 2-1-2014 09:27 PM | 显示全部楼层
kongsenger 发表于 2-1-2014 08:49 PM
明天下的話,我会加码,为2月中9m14的漂亮业绩作准备,haha,记得長线是金,短线是银.
持有前景 ...

你明天什么价位会加码呢?
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发表于 2-1-2014 10:57 PM | 显示全部楼层
kongsenger 发表于 2-1-2014 12:49 PM
明天下的話,我会加码,为2月中9m14的漂亮业绩作准备,haha,记得長线是金,短线是银.
持有前景 ...

专家讲在开始踏入新年的几天能看到整年的走式
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发表于 3-1-2014 02:29 AM | 显示全部楼层
TIONG NAM LOGISTICS HOLDINGS BERHAD

Instrument Type
Warrants
Description
Warrants issued pursuant to the Rights Issue of Warrants
Listing Date
03/01/2014
Issue Date
27/12/2013
Issue/ Ask Price
MYR 0.2000
Issue Size Indicator
Unit
Issue Size in Unit
210,258,500
Maturity Date
26/12/2018
Revised Maturity Date
Exercise/ Conversion Period
5.00Year(s)
Revised Exercise/ Conversion Period
Exercise/Strike/Conversion Price
MYR 1.0000
Revised Exercise/Strike/Conversion Price
Exercise/ Conversion Ratio
1 Warrant : 1 Ordinary Share of RM0.20 each
Revised Exercise/ Conversion Ratio
Mode of satisfaction of Exercise/ Conversion price
Cash
Settlement Type/ Convertible into
Physical (Shares)

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发表于 3-1-2014 09:20 AM | 显示全部楼层
kongsenger 发表于 2-1-2014 08:49 PM
明天下的話,我会加码,为2月中9m14的漂亮业绩作准备,haha,记得長线是金,短线是银.
持有前景 ...

直接狂瀉到1.38.大大加碼多少了呢?
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发表于 10-1-2014 12:33 PM | 显示全部楼层
大条大鱼去了那里?
几天没这里游说噢!
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发表于 17-1-2014 10:33 PM | 显示全部楼层
跌了好多啊,恐怕还是会跌。不过还是对前景有信心。
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发表于 22-1-2014 04:47 PM | 显示全部楼层
tnlogis Rm 1.36 再次加码.
14天的Rsi 己下至33(超賣了),趁价位回升,配合2月末第三季业绩,是时候进了.
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发表于 22-1-2014 05:17 PM | 显示全部楼层
Company Watch: Tiong Nam realignment warrants attention
The Edge Malaysia
http://www.theedgemalaysia.com/highlights/271576-company-watch-tiong-nam-realignment-warrants-attention-.html

THAT hardly traded Tiong Nam Logistics Holdings Bhd was one of the top 10 best performing stocks on Bursa Malaysia last year would have caught many by surprise, but not those who track the company closely and followed the series of restructuring exercises the company underwent in recent years to unlock asset value and streamline operations.

These exercises also paved the way for Tiong Nam to venture into property development in its home base of southern Johor.

But more importantly, the low-profile company’s earnings have been on an upward trend over the last five years. Profit grew nearly 10 times from RM2.5 million in FY2009 ended March 31 to RM21.8 million in FY2013 while revenue rose from RM275.9 million to RM340 million.

In its latest cumulative six months ended Sept 30, 2013, the company chalked up a net profit of RM34.62 million or 32.22 sen per share, which was almost five times its net profit of RM7.1 million or 8.44 sen per share in the previous corresponding period.

Tiong Nam also rewarded its shareholders with a higher dividend of 12 sen per share in FY2013.

Since 2012, its property letting and warehousing division has overtaken its logistics division in terms of earnings, becoming the main contributor to group profit, thanks to the company’s asset restructuring exercise.

Property letting and warehousing raked in a profit before tax of RM13.36 million in FY2012 whereas logistics only managed RM6.76 million.  

In its latest annual report, the company states that it is expecting its property division to contribute positively to the group, backed by the growth potential of Iskandar Malaysia, which is supported by foreign interest.

It is worth noting that Tiong Nam has been actively streamlining its assets since 2008 to keep its debt under control. In 2010, it made a significant move to become asset-light and adopted a sale and leaseback model for its trucking services. Tiong Nam explained in its announcement then that the sale and leaseback model would enable the company to raise fresh cash for working capital and at the same time repay part of its borrowings to strengthen its balance sheet.

Since its inception, Tiong Nam has evolved from a transport company into a full-fledged logistics solution provider with its services now including warehousing, customs forwarding, cold room facilities, express delivery and crane and forklift rental services. The company also provides property letting and warehousing services in different parts of the country.

Its property division could be a potential growth catalyst for Tiong Nam as it has been focusing on such activities recently. Its 2013 annual report shows that it has over 54 acres of vacant land, mainly in Senai, that could be developed.

Tiong Nam’s interest in property became obvious in 2011 when it began to actively acquire land in Johor and buy into companies with property development as their core business.

Last year, the company proposed a rights issue of 210 million warrants, raising RM42 million of fresh capital. About RM20 million of this has been earmarked for land acquisitions in Johor, Selangor and Penang. In a circular to shareholders, the company said it was looking for land in the said areas for warehouse construction to support its logistics services.

It also revealed that it was keen to expand its landbank for the development of industrial properties, shopoffices and serviced apartments.
A top concern for the company is probably its stubbornly high net debt, which, as at Sept 30, 2013, stood at RM288.66 million. This indicated a net gearing of 89% — about the same levels recorded in FY2011 and FY2012.  

However, Tiong Nam’s net gearing should have dropped to 76.2% — based on the assumptions made in the circular to its shareholders — since it completed its share split and rights issue of warrants recently. The exercise price of the five-year warrants is RM1.

Should all the warrants be exercised in the future, its cash will be boosted by RM210 million while its shareholders’ funds will grow to RM549.9 million. This will consequently bring net gearing down to a mere 8%.

Tiong Nam’s shares spiked to 22.4 sen in July 2012 after trading below 18 sen for years. The surge came on the heels of rumours that the company planned to launch a real estate investment trust to unlock its asset value. There was also speculation that the company, which was then trading way below its current market price, was privatisation target.

Investors who had bought into the logistics company at the beginning of last year, when the shares were at 38.6 sen, would have seen their investments quadruple at the end of it for the stock rose to RM1.45.

Needless to say, the market will watch Tiong Nam closely this year in the expectation that its shares will maintain their growth momentum.

While the company’s logistics and warehousing services continue to operate in a challenging environment of stiff competition and rising costs, will its property division help boost its earnings? The property bulls would say yes, given the influx of foreign land buyers willing to pay hefty premiums in southern Johor, but not the pessimists who see the boom coming to an end soon.  


本帖最后由 icy97 于 22-1-2014 06:39 PM 编辑

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发表于 12-2-2014 12:12 AM | 显示全部楼层
kongsenger 发表于 22-1-2014 04:47 PM
tnlogis Rm 1.36 再次加码.
14天的Rsi 己下至33(超賣了),趁价位回升,配合2月末第三季业绩,是时候进 ...

请问下季报告大概什么时候出呢?
各位大大觉得现在还可以进场吗?

@williamnkk81
大大,你对这支股有什么看法呢?
谢谢。

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发表于 12-2-2014 04:21 PM | 显示全部楼层
KuKuBirds 发表于 12-2-2014 12:12 AM
请问下季报告大概什么时候出呢?
各位大大觉得现在还可以进场吗?
Announcement
Date
Financial
Year
Quarter
Number
Financial
Quarter
Revenue
(RM,000)
Profit Before
Tax (RM,000)
Net Profit
(RM,000)
Earning
Per Share (Cent)
Dividend
(Cent)
NTA (RM)
18/11/201331/03/2014230/09/2013
133,323
21,155
11,749
13.97
0.00
3.880
19/08/201331/03/2014130/06/2013
124,228
23,746
15,353
18.25
0.00
3.630
29/05/201331/03/2013431/03/2013
102,052
12,974
5,809
6.91
12.00
3.460
25/02/201331/03/2013331/12/2012
80,010
6,229
4,432
5.27
0.00
3.390
26/11/201231/03/2013230/09/2012
78,312
6,213
5,269
6.26
0.00
3.390
23/08/201231/03/2013130/06/2012
79,638
3,082
1,832
2.18
0.00
3.330
29/05/201231/03/2012431/03/2012
74,981
6,543
5,249
6.24
7.00
3.300
21/02/201231/03/2012331/12/2011
75,090
1,175
612
0.73
0.00
3.240
24/11/201131/03/2012230/09/2011
76,584
-4,712
-4,926
-5.86
0.00
3.280
19/08/201131/03/2012130/06/2011
75,084
249
99
0.12
0.00
3.340
27/05/201131/03/2011431/03/2011
71,644
26,371
24,457
29.08
7.00
3.340
24/02/201131/03/2011331/12/2010
72,937
336
21
0.02
0.00
2.43

報告要出來的。。這個月。。下禮拜左右。。。
本帖最后由 icy97 于 12-2-2014 04:40 PM 编辑

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