【KNM 7164 交流专区2】科恩马

平院

http://klse.i3investor.com/servlets/ptg/7164.jsp

Date	Open Price	Target Price	Upside/Downside	Price Call	Source
24/10/2011	1.32	0.7	-0.62 (46.96%)	SELL	RHB
12/10/2011	1.22	1.22	+0.00 (0%)	HOLD	MIDF
12/10/2011	1.22	1.72	+0.50 (40.98%)	TRADING BUY	ECMLIBRA
10/10/2011	1.23	0.7	-0.53 (43.08%)	SELL	RHB
4/10/2011	1.17	0.7	-0.47 (40.17%)	SELL	RHB
4/10/2011	1.17	1.35	+0.18 (15.38%)	HOLD	HWANGDBS

【KNM 7164 交流专区1】科恩马

koonming

拿着不知几时才能放？

kanelee

KNM, Zecon, GAP yet to finalise terms for RM15b project      
Written by Syarina Hyzah Zakaria of theedgemalaysia.com     
Friday, 28 October 2011 20:31  

KUALA LUMPUR: KNM GROUP BHD [] and ZECON BHD [] have yet to finalise the agreement and financing for the RM15 billion petroleum refinery and polypropylene unit projects in Teluk Ramunia, Johor, with Gulf Asian Petroleum Sdn Bhd.

The two companies said on Friday, Oct 28 said the heads of agreements were signed on July 26, 2011 but they had “yet to achieve financial close for the refinery/polypropylene project and the storage project”.

To recap, the first agreement was to undertake the engineering, procurement, CONSTRUCTION [] and commissioning (EPCC) contract of the 150,000/200,000 barrels per day (bpd) petroleum refinery and 400,000/525,000 million tonnes per annum (mtpa) polypropylene unit for Gulf Asian Petroleum.

The second was to undertake the EPCC contract for the petroleum product storage terminal  comprising four terminals with a total storage capacity of 2.328 million cubic meters, complete with supporting infrastructure and auxiliaries including the jetty.

Gulf Asian Petroleum is owned 50% by Mubadala Capital Sdn Bhd and 50% by Abdul Aziz Hamad Al-Delaimi. It was established to build and operate an integrated petroleum complex comprising of the refinery and storage projects at Teluk Ramunia.

However, on Friday, KNM and Zecon said they would continue to pursue to finalise the EPCC contract, consortium agreement, shareholders agreement and financing for the projects.

icy97

KNM, Zecon, GAP yet to finalise terms for RM15b project      
Written by Syarina Hyzah Zakaria of t ...
kanelee 发表于 29-10-2011 01:46 PM

科恩马 亿强工程 150亿合约融资未定案

财经新闻 财经  2011-10-29 17:03
（吉隆坡29日讯）科恩马（KNM，7164，主板工业产品股）和亿强工程（Zecon，7028，主板建筑股）表示，总值150亿令吉炼油厂、聚丙烯加工厂承包合约协议及融资还未有定案。

科恩马和亿强工程周五表示，7月26日与Gulf Asian Petroleum私人有限公司签下炼油厂、聚丙烯加工厂和石油储存终站的工程合约、融资细节仍无定案。

上述计划位于五湾（Teluk Ramunia），炼油厂、聚丙烯加工厂计划为期18个月，而石油储存终站工程则为期40个月。

工程首份合约内容为承包产能15万或20万桶（150000/200000bpd）的炼油厂、产能40万或52万5000mtpa（每年百万吨）的聚丙烯加工厂。

第二份合约则为建造储存量为23亿2800万立方米的石油储存终站。

稍早前，财团公布将透过股票筹资方式筹集炼油厂计划30%资金，其余70%则通过出口信贷机构或其他金融工具（回教债券）筹集。

不过，科恩马和亿强工程在周五表示，筹资细节仍无定案，但会继续研究该细节条约。[NanYang]

kanelee

KNM - Enrouting a potential mad charge ahead
Yea, it is KNM, yet again. This time I think that they will be some high tension trading coming forward in the coming trading days, with a potential mad charge ahead.

Why so?

KNM had taken a bad slide since the end of May 2011, and had only continue to slide further downwards into the drains until the share see some side way trading recently.

The red line represent the downward trend line, while the green line represent a new trend after taking a 4 month slide, reach new lows. Personally thinking, this stock had hit some real bottom, and it should be time to take a turn on this. While some initial effort had been seen in trying to push the stock higher, I think in the coming days, there will be more testing coming in.

But upon all, my reason in covering it is because of the expiry of the warrants - KNM-CI.

KNM-CI, issued by OSK, expiry at 21 November 2011, could had catch some private equity attention in this play. It had been a quite popular play for warrants that are heading for expiry.

If you had remembered how Affin-CD had shoot up from RM 0.005 to RM 0.04 cents when Affin took a huge surge upwards, will it happen to KNM here? From RM 0.005 to RM 0.04, although it is small in difference, but in percentage wise, this is a 800% increase already. At huge volume, that would really interpret into some big figures altogether.

Of course, through my experience, most of the call warrant that are heading for expiry, usually those that had been hit down, will go through the pre-expiry frying syndrome. There are ample of examples in the market, and I am not taking out chances that KNM-CI will repeat such act.

In my opinion, KNM will be really worth a monitoring as there are a lot of other call warrants that had taken serious slide as KNM had slided out from it's peak point. At the price of RM 1.35 as of today closing, KNM will be worth a stock to hold for the coming few weeks.

However, do remember that this kind of play style will definitely exposed oneself to great risk that are lurking just at your doorstep. Anyone taking up the warrant should be aware on how much and how great a risk that he/his is willing to take up. Be ready to lose up everything should things go busted.

All the best, and happy trading.

Jack810810

KNM不知何时才会大起

1009

还不够火力，不知道他们还需要凑够多少???

icy97

KNM posts net loss RM116.29m in 3Q               
Written by Surin Murugiah of theedgemalaysia.com           
Tuesday, 22 November 2011 18:58

KUALA LUMPUR (Nov 22): KNM GROUP BHD [] posted net loss RM116.29 million for third quarter ended Sept 30, 2011 compared to net profit RM56.09 million a year earlier, due mainly to one off provision for foreseeable losses and credit impairments.

The company said on Tuesday that revenue for the quarter rose 6.41% to RM445.18 million from RM418.36 million in 2010.

Loss per share for the quarter was 11.88 sen compared to earnings per share of 5.69 sen a year earlier, while net assets per share was RM1.69.

There was no dividend declared or recommended during quarter under review.

However, KNM said it had adopted a dividend policy of distributing at least 50% of its consolidated net attributable after tax profit (subject to the availability of distributable reserves and compliance of financial covenants) with effect from financial year ending Dec 31, 2012.

For the nine months ended Sept 30, KNM posted net loss RM86.42 million compared to net profit RM110.57 million in 2010, while its revenue grew 19% to RM1.4 billion from RM1.17 billion.

Reviewing its performance, KNM said the higher revenue in this year was due to higher job recognition.

On its prospects, KNM said notwithstanding its strong order book, the company expects the business environment for the remaining quarter to remain challenging due to global uncertainties.

“However, the board is optimistic that going forward the prospects for the oil & gas industry remains positive,” it said.

Jack810810

KNM创下新低，血流成河。。。  

Jack810810

之前还认为KNM股价很低了，就大量买进Call Warrant, 谁知？？？ 亏损惨重了

3326

汽油股今年的行情都很不错~
哪里知道这个KNM还亏大钱，没办法啊
管理层的素质太糟糕了~

平平安安

请问为什么会跌？公司赚钱呀！

3326

请问为什么会跌？公司赚钱呀！
平平安安 发表于 23-11-2011 12:48 PM

    哪里赚钱了 三个季度一共亏八千七百多万
每股亏损8.83 sen~哪里可能会不跌~

Jack810810

业绩大亏出乎预料。。。  从年头 3块多跌到现在了，之前分析员都看好它，现在却被看贬了  

平平安安

回复 5# 3326


    我在我的网上交易的交易台看的，难道不够update?

cct2050

KNM 假账股

3326

回复  3326


    我在我的网上交易的交易台看的，难道不够update?
平平安安 发表于 23-11-2011 01:21 PM

    你去Bursa的网站看吧~你那个应该是去年的，或者还没加入第三季度的业绩~

vitaminm

你去Bursa的网站看吧~你那个应该是去年的，或者还没加入第三季度的业绩~
3326 发表于 23-11-2011 01:29 PM

性感头像的大大你好厉害，我用m2u share online 里面的记录还是赚钱的。

earning 131m

eps 13.3

P/E 8.55

这样不是要害人去买或接现在下跌的股票？

q

投资的人根本不会动knm
除非是投机客
能源股好的还有很多

niki_chow

KNM 有几十亿的 project 在手啊！