【VINVEST 0069 交流专区】 (前名 VIVOCOM)

johorphang

VIVOCOM SEES SHARP TURNAROUND IN Q4, SURPASSES ANALYSTS' FORECAST AND ON TRACK TO "BUMPER YEAR" AHEAD!
Friday 26/02/2016
http://mrem.bernama.com/viewsm.php?idm=26278

• Vivocom’s transformation strongly underway!
• Q4 revenue surges to RM60.76 million, a four-fold increase from preceding quarter last year
• Profit leaps to RM6.75 million, a reversal from last year’s loss
• CIMB values company at 67 sen per share, while MIDF more conservative at 59 sen per share
• Group order book balloons to RM RM1.054 billion
  

PETALING JAYA, Feb 26 (Bernama) -- Vivocom Intl Holdings Berhad (Bursa stock code: 0069)’s transformation to becoming a formidable construction group is underway!

Announcing its financial quarter ended 31 December 2015 to Bursa Malaysia, Vivocom’s quarterly revenue surged to RM60.78 million, a four-fold increase from the RM13.97 million posted in the preceding year.

Consequently, quarterly group profit before tax soared to RM6.75 million, a reversal from the loss of RM565,000 previously.

The substantial increase in revenue was attributable to the consolidation of the results of the Group’s new subsidiary companies, Neata and Vivocom Enterprise Sdn Bhd (“VESB”). For the current financial quarter and current year-to-date, Neata and VESB contributed revenue of RM6.1 million and RM44.6 million respectively.

Please click here to download Financial Summary

CIMB Research in a report had described Vivocom akin to “Unleashing the Giant”, and had expected Vivocom to register RM7.8 million net profit for the year. Instead, Vivocom’s net profit climbed to RM8.4 million after accounting for non-controlling interests’ share of RM1.5 million, beating analysts’ estimates by some 7.7%!  

CIMB has a target price per share of 67 sen for Vivocom, giving rise to potential upside of almost triple the current level of approximately 24 sen.

Meanwhile, MIDF Research had described Vivocom as “New Silk Road Beneficiary” and values the company more conservatively at 59 sen per share.

“Vivocom is transforming into a serious player within the various segments of the construction value chain as it assumes the roles of project manager, main and sub-contractor. Vivocom is seen as a beneficiary of China’s massive FDI into emerging economies as part of their ‘New Silk Road’ development policy,” stated the report.

This bright outlook, added MIDF, stems from the company’s project management and sub-contractor business model, healthy financials and strategic position in construction value chain.

A copy of MIDF’s report can be accessed here.

Bumper year ahead!

Meanwhile, Vivocom executive director Choo Seng Choon expressed the Management’s appreciation to all Group employees for their commitment to the pursuit of excellence in Vivocom’s core businesses of construction, manufacturing and telecommunications solutions.

“We are pleased to report to shareholders that Vivocom is growing from strength to strength with an order book of RM1.054 billion,” said Choo.

Choo was speaking after returning to Kuala Lumpur from Hong Kong where he was a presenter for the Citigroup Infrastructure Investors roadshow.

On the construction front, the Vivocom Group has secured projects amounting to RM1.228 billion to date, including RM594 million from CRCC Malaysia.

Vivocom has a strategic relationship with CRCC Malaysia, a subsidiary of China’s construction behemoth China Railway Construction Corporation Ltd, and is their in-house contractor as well as their Project Delivery Partner in Malaysia.

Its recently awarded notable projects from CRCC Malaysia include a RM116 million project in Gombak and two projects totalling RM230 million related to the 1Gateway project in Klang and 1Pavilion Hilltop in Mont Kiara, Kuala Lumpur. In addition, the group has also secured potentially up to RM470 million with Coneff Corporation for developments in Sungei Besi.

These projects together with the company's current order book are expected to give a strong earnings visibility until end-2017 and beyond.

“Based on projects secured so far, Vivocom is confident of surpassing management targets it has set for itself for 2016,” said Choo. “Indeed, we strongly believe that 2016 will be a bumper year for the Vivocom Group.”


ISSUED BY VIVOCOM INTL HOLDINGS BERHAD

FOR MORE INFORMATION PLEASE CONTACT
Name: Choo Seng Choon, Executive Director
Email: info@instacom.com.my


--BERNAMA

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	60,758	13,966	98,671	66,008
2	Profit/(loss) before tax	6,745	-565	12,951	3,724
3	Profit/(loss) for the period	3,619	-583	9,825	3,703
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,149	-583	8,355	3,703
5	Basic earnings/(loss) per share (Subunit)	0.11	-0.07	0.62	0.47
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.2500		0.2400

johorphang

Vivocom 0069 - 第二轮刚刚开始，23C底价！  

现价24.5仙 ，28仙以下确实是个买进的好价格。

2015全年业绩刚被宣布 –比CIMB的预测超越了5%，
净赚8.3M相比预测的7.8M 。

2016年全年预测的净赚是RM45M 。听说公司已经获得足够的项目 以达到RM60M的净赚 。  

打从第一轮开始，基本价从11仙冲至34仙高。

第二轮基本价23仙， 69仙的短期目标价格，超越CIMB及以MIDF目标！  

趁低买进， 别错过！

johorphang

APULA

VIVOCOM控股 利好出籠大熱上漲
2016年2月29日
http://www.chinapress.com.my/20160229/vivocom控股-利好出籠大熱上漲/

（吉隆坡29日訊）聯昌證券研究認為，年初至今已獲6億令吉合約的VIVOCOM控股（VIVOCOM，0069，創業板科技）有望再獲新工程，加上業績超越預測，在強勁買盤下，股價大熱上漲。

VIVOCOM控股以24仙迎市，增1仙，一度起1.5仙或6.5%至24.5仙，休市暫掛24仙，升1仙；半日成交量1517萬3900股，為10大熱門股。該股截至下午4點半報25仙，起2仙，成交量4645萬7800股。

聯昌證券研究指出，VIVOCOM控股2015財年核心淨利840萬令吉，比該行的全年預測高出8%。

同時，該公司正在協商數項工程，或最早在3月16日宣布詳情。該行說，若該公司取得相關工程，將成為該股的重估催化劑。

值得一提的是，該公司年初至今已獲得約6億令吉新建設合約。

再者，該行認為，VIVOCOM控股股價經一輪跌勢后，目前是進場買進該股的良機，尤其該股具正面基本面。

聯昌證券研究維持該股“增持”投資評級，目標價為67仙。

johorphang

Mid-Day QATT Report.
VIVOCOM ended unchanged as prices consolidated on a volume of 23.15 M shares.
Buyers were more aggressive, paying up to take sellers on 71.3% of morning trades.
The immediate term price outlook remains bullish with prices staying above the upper level of the uptrend channel lines.
Meanwhile, the Quantitative Algorithm Trend-Tracker (QATT) expanded on its positive divergence and signaled the prospects of further expansion of the upward momentum.

johorphang

johorphang

CONSTRUCTING CHANGES AT VIVOCOM
Choo Seng Choon, Vivocom Intl Holdings Bhd
02-Mar-16 11:14
http://www.bfm.my/bg-choo-seng-choon-constructing-changes-vivocom

johorphang

Mid-Day QA Review.
VIVOCOM made new rally-highs today at 0.265 and closed with gains of 0.005 sens.
Much of the total volume of 23.47 M shares were traded at 0.260 where 15.19 M shares transacted as mild selling resistance emerged.
The QA Trend-Tracker expanded on it positive divergence and continues to show that the 4-day old upward wave is intact.
A successful vault about the 0.265-0.270 levels accompanied with high volume would signal the expansion of the uptrend -move into the 0.285-0.295 levels in the immediate term.

johorphang

VIVOCOM 0069 - 第二回合已在周一认证- 4天内涨3仙。

今天以34M的成交量居第六，闭市26仙。

Vivocom的股价也逐渐稳定地上升。

整体趋势也逐渐上升，极可能在短期内有新的反弹至 27.5-29仙。

更重要的是，从最新的成绩公布中，我们可以看到Vivocom的基本面依然稳固。

管理层有信心超越2016年的RM45M盈利预测- RM60M也可能达成 。

从长期来看，在30仙绝对是买进的好价格!!

千万别错过这上升的趋势!!!

johorphang

VIVOCOM 0069 - ACE市场上最大和最具有信誉的公司之一。

第二回合已在上周一认证开始，基本价格23仙。

周五以46m的成交量居第四，闭市27仙。

5天内上4仙，预测在几天内随着上涨的趋势达到30仙的水平。

Vivocom拥有稳固的基本面，将在不久内重温34仙的高峰。

2015全年收入是RM99m, 利润为RM9.8m.

那是约11％的利润率，这显着的数目比建设领域通常的利润率-5％-8％较高。

根据CIMB报告，Vivocom预计注册RM600m的收入。依据上一年的利率，RM60m的净利润有望到达！

订单目前屹立在RM3b-相信将持续的增加！

Vivocom肯定是投资者在建筑领域必具的股票。

现在低于30仙的价格肯定是买进的好机会。

Vivocom现在的价格是被低估了。随着越来越多的投资者在不久的将来买进后，价格将上扬至MIDF和CIMB的目标价-58仙及67仙！

千万别错过这上涨的趋势!!

APULA

VIVOCOM公司有望獲15億合約
2016-03-16 17:14
http://biz.sinchew.com.my/node/133185?tid=18

（吉隆坡16日訊）VIVOCOM公司（VIVOCOM，0069，創業板科技組）有望在6個月內贏得一項價值15億令吉的新訂單，聯昌研究對此深表驚喜，相信該公司全年可勇奪超過30億令吉新訂單，讓未來兩年業績連升數級。

聯昌研究在報告中指出，VIVOCOM目前已進入一項15億令吉合約的最後階段，相信會在未來6個月內頒出。

“這是非常大的驚喜，我們認為，VIVOCOM今年至今已贏得超過6億令吉新合約，若能再接再厲從金馬士通新山雙軌火車計劃中奪下8億至16億令吉新約，那全年30億令吉新訂單目標料可如願達成，甚至超越原訂目標。”

聯昌解釋，與其他建築公司相比，VIVOCOM的競爭優勢和卓越賺幅來自該公司是透過直接洽談方式爭取工程，焦點主要放在擔任中國鐵路建築公司（CRCC）的二手承包商，及其他非CRCC相關工作的主要承包商。

至於進軍印尼計劃，VIVOCOM則強調只會在擁有充足資源和取得規模經濟效益後才會考慮，董事部也相信公司可在2017年下年年轉至主板上市，原因是需擁有全年盈利表現後才能達成交易所的轉板要求。

針對如何為龐大訂單進行融資的問題，VIVOCOM回應說公司只須為每贏得的1令吉訂單值找尋10%營運資本即已足夠，主要是用於支付5%表現金和5%初期工作，該公司也打算在今年中前完成剩餘5.5%股權的配售活動。

由於新訂單陸續有來，聯昌認為VIVOCOM已來到該重估的時候，因在龐大新訂單的催化下，VIVOCOM的2017財政年營業額料飆升至32億3千330萬令吉，淨利預計高達2億4千零40萬令吉，使VIVOCOM預估本益比只有3.8倍。

有鑑於此，聯昌維持VIVOCOM“加碼”評級不變，目標價67仙。（星洲日報／財經‧報導：李三宇）

johorphang

VIVOCOM stayed firm and settled unchanged with a vol of 16.10M shares.

77.9 % of trades were buyers paying to take sellers while only 22.1% were sellers giving to the bid prices.

The Q ALGOR SIGNALS finished positive and suggested that we have seen the tail-end of the 7-day technical correction and are now set for an upward adjustment.

johorphang

johorphang

The 2nd wave has just ended.

We are now starting to witness the beginning of the new 3rd WAVE of the BULL.

johorphang

The chart say it all. It tell no lies and it is the reality of the stock.

Firstly, it kicked out of the upper resistance of the downtrend channel line.

Second, the very effective Quantitative Algorithm signals are on a screaming-buy mode.

Thirdly, the daily volume is at its best in eight days.

Market saying is"volume precedes price actions.
Pls take a close look at this chart.

This is a stock that I would recommend to my mum if she is alive!

The above scenario is typical of a stock that is on its way up.

johorphang

Vivocom TOP 4 Vol 40.5m up 1.5c  at 28c.

The daily volume yesterday is at its best in eight days.

Volume precedes price action has been proven right time n time again.

This time Vivocom is surging to break 30c-34c in a very short time frame.

With the heavy trading momentum generated, strong retail participation has returned.

They wait for no one!!!

At 28c to 30c levels BUY whilst u can before Q1 results are announced.

Heard Q1 results expected in the range of RM15M to RM19M PAT will surpass all expectations.

This will set the trigger for the price to GAP UP to CIMB’S n MIDF’S TARGET PRICE of 67c n 59c respectively.

Reaching above 50c this round is a safe BET!

Vivocom 🚀🚀🚀💰💰💰

johorphang

VIVOCOM ended lower at 0.275 after a quiet session ahead of the weekend.

Volume was low at 15.61 M shares.

Weekend long-liquidation saw sellers giving 64.9 % of the overall trades to buyers.

Buyers only paid up to take sellers on 31.5 % of
today's trades.

At close, the Q ALGOR remained bullish and confirmed that the upward cycle's underlying strength is still solid.

johorphang

VIVOCOM share prices came alive on higher volume  (13.0 M shares) as traders re-entered the market in a moderate way following market-talks that the 1Q PAT expected to be release in mid-May would easily exceed earlier expectations by a large margin.
Remours of impending announcement of fresh contracts also aided sentiment.
Prices test it immediate chart resistance briefly at 0.280 and closed at 0.275, up 0.005.
The QAGOR signals end constructive and call for further further sideways to higher fluctuation.
The volume distribution chart and transaction would provide a complete picture of today's trades.

johorphang

Vivocom 0069 - Friday closed up 1c at 28c vol 29M.

Breaking 28c - 29c in days.

Q1 results to be announced in May will surpass all analysts, funds n market expectations.

Will Gap Up to 34c previous rally highs when Q1 results out.

If trading momentum strong n market sentiments positive,  Vivocom may go all the way past 38c.

Rumour has it Target Price has been set at 45c.

Price moving news such as contract wins to be announced soon.

Popular market gurus with huge followings and reputable analysts all making BUY calls.

Buy n hold till May is the mantra.