【WCT 9679 交流专区】WCT 工程

wwloon32

原帖由 鸟神~ 于 30-4-2009 02:13 AM 发表
你能给我机会发表吗？你说一半对，有时不是公司董事和高层放消息出来买卖而是某雇员介入招标和公司接受意向书或合同把消息放给朋友或亲戚。这是内幕消息。

证实招标取得的工程都可以在进行到一半取消，而且是特别大的工程。
你说你所谓的消息，有多大的可信度？

公司招揽到一些工程是个好消息，但是作用不大，毕竟公司本身就需要依靠招揽工程来做，
不然倒闭啦！公司只是履行自己的责任，为股东们创造盈利。
除非那工程是特别大或特别有意义（里程碑）。

鸟神~

例如　Ｆ１ .

wwloon32

原帖由 鸟神~ 于 30-4-2009 11:27 AM 发表
例如　Ｆ１ .

Meydan Racecourse不错。

米雪obama

你身边的朋友告诉我，

你买了wct, 可惜太早放了，

因此，到处唱衰它，希望它跌了再买回，

我们也非常鼓励你，因为我们还买不够多。






有个故事， 请大家反省下， 本身有没有犯同样错误，

一个男人，与女友分手后，

发现他曾经深爱的前任女友竟然是人人眼中完美的宝，

因此，到处唱衰她，

希望别人弃，他取。

这其实是好事，知错能改，但是他错用方法了，

以我之见，他该直接追回。

pcmont

原帖由 米雪obama 于 30-4-2009 11:45 AM 发表
你身边的朋友告诉我，

你买了wct, 可惜太早放了，

因此，到处唱衰它，希望它跌了再买回，

我们也非常鼓励你，因为我们还买不够多。






有个故事， 请大家反省下， 本身有没有犯同样错误，
...

买股票这么多大道理讲
我年初买大手比uemland。。。

鸟神~

男人与女人的例子，　好哈哈哈

[ 本帖最后由 鸟神~ 于 30-4-2009 11:54 AM 编辑 ]

wwloon32

原帖由 米雪obama 于 30-4-2009 11:45 AM 发表
你身边的朋友告诉我，

你买了wct, 可惜太早放了，

因此，到处唱衰它，希望它跌了再买回，

我们也非常鼓励你，因为我们还买不够多。






有个故事， 请大家反省下， 本身有没有犯同样错误，
...

你不爱她，却要追回她？

floristtly

我个人觉得即使是投机也要结合价值投资的原理。我是不会投机一支亏钱的公司的。而且一定是对那只股相当了解才能"玩” 的不是吗？一家公司可以tender 到外国公司的工程，不会差到哪里去的。只要公司是有志气的，有理想的公司，想把生意做大的，现在买了，即使投机不成，也不会睡不着，因为它有它的价值在那里。

鸟神~

说的好

feilong

要炒一只股票，只要放一些好消息就可以。当炒时，坏消息不会被放在眼里。
当一支股一沉百踩时，好消息人家会说是假消息。。。。

除非亲自到迪拜，否则那边的情况我们怎样知道？
股市里有那么多支股，这支亏了，也可以在别的赚回来呀！

pcmont

美国今晚应该表现平平
拜一我国股市应该又来猛涨！
拜一再找个好价钱卖掉吧！
希望猪大哥的感冒快快好啦！
然后就顺风顺水！

dg55

顶上去

有惊无险的过了一关。

不过星期一就不知道咯

米雪obama

wct, wct-wb

wwloon32

原帖由 floristtly 于 30-4-2009 03:55 PM 发表
我个人觉得即使是投机也要结合价值投资的原理。我是不会投机一支亏钱的公司的。而且一定是对那只股相当了解才能"玩” 的不是吗？一家公司可以tender 到外国公司的工程，不会差到哪里去的。只要公司是有志气的，有理想 ...

先说说投资失败最好的例子：

研究 －〉 信心满满购买 －〉股价升到预期价位 －〉觉得分析没错，公司有价值 －〉购买更多股票 －〉股价下跌，套住几年 －〉其他公司股价上升，怨恨自己

这是投资失败最好的例子。人家说，别和股票谈恋爱。有信心，有准备是一回事，你能够控制公司吗？你使用的模式能够与巴菲特比较吗？人家可是大投资者，进入董事会发表意见。你有这权利？不妨思考思考。

投机失败最好例子：

研究 －〉购买 －〉股价上升，开心出售 －〉股价下跌，购买average down －〉股价再下跌，再average down －〉“我被套住了！当投资吧！”

慢慢考虑你的决定。WCT是个bonus issue和right issue特别多的公司，企业动态也很多，发展也很快，你用这些心态去购买股票，是否会恰当？

dg55

哎呀。每次晚上起床看股票，

股票＝跌

到早上起床看股票

股票＝升。

错过好价钱套利

gekgek

又有什么坏消息呢? 为何中指突然下滑??? H1N1 进来了吗?

dg55

我还在握着不放。

工忙到忘记还钱给银行，被FORCE SELLING了１４张。

然后自己又卖出１０张。

少赚了很多。

不过手上还有票。

哇！吓到我。

昨天卖１７０没人要，

今天起到１７０。

疯了。

弹煮

原帖由 dg55 于 5-5-2009 04:54 PM 发表
我还在握着不放。

工忙到忘记还钱给银行，被FORCE SELLING了１４张。

然后自己又卖出１０张。

少赚了很多。

不过手上还有票。

哇！吓到我。

昨天卖１７０没人要，

今天起到１ ...

高手！
从块出起到块七才卖，很有耐心！

dg55

这里也卡，

搞什么

SiGinna

是否要跑了呢？？？？

HWANGDBS Vickers Research has reiterated that WCT Bhd is fully valued at RM1.55 as earnings visibility for the construction firm remained poor given that some 85% of its RM2.6 billion order book would be depleted in its fiscal year ending Dec 31, 2009 based on its expected completion data.

The research firm also said earnings visibility would also be low for WCT in FY10 as the firm would only see spillover from its Putrajaya project.

“We may be too optimistic about its order book assumption of RM1.5 billion for FY09F that would be gradually overbooked over FY10F. WCT’s internal forecast is only RM1 billion,” it said. Presently, some 51% of its order book comprises projects in the Middle East, mainly the Abu Dhabi F1 project, with the remaining in Malaysia.

However, HwangDBS had raised WCT’s target price to RM1.35 based on a higher multiple of 10 times from eight times, in anticipation of continued positive news flow in the sector.

“Although we raised our target multiple for WCT, we still see downside at current levels. WCT is trading at 11.7 times FY10F price-earnings (PE), a premium to 1998 average of 9.9 times and at parity with IJM Corporation Bhd. With its smaller market capitalisation (27% of IJM’s) smaller order book (49% of IJM’s), and with less entrenched position locally, we believe the risk-reward ratio for WCT has turned negative,” it noted.

While it acknowledged that WCT had moved ahead despite the unfortunate cancellation of a key project, it said the market “is pricing too much hope”.

“WCT is currently trading at 11.7 times FY10F PE on the back of 11% decline in earnings year-on-year. We think this is expensive. Assuming blue-skies scenario of one-standard deviation above its historical 10-year mean of 9.2 times, the stock would be worth RM2 at 15 times PE,” it said.

“But this is unlikely unless it can fill the void arising from the loss of the Meydan racecourse project,” HwangDBS said.

Among the three contractors under its coverage ( IJM, Gamuda Bhd and WCT), it said WCT’s earnings were most vulnerable after 2009 given that 85% of its current order book would be recognised by FY09.

It also said WCT’s business is less diversified and it had no meaningful concession earnings.

“Income from the property investment would grow with the completion of Paradigm, Kelana Jaya and its mall in Vietnam,” said the research house.

On new jobs for WCT, HwangDBS said it was possible for WCT to meet its target of RM1 billion new jobs by end-FY09. WCT is expected to receive letter of awards (LOA) for RM500 million worth of jobs in Sabah and the balance from new contracts in Abu Dhabi end-2009.

WCT had done groundwork for the projects, but nothing concrete had been finalised. “However, it is trying to win contracts from Aldar’s US$40 billion (RM142.8 billion) pipeline project in other areas. We also foresee a more competitive landscape in Abu Dhabi, which could compress margins as contractors move out of Dubai. Ideally, the contracts should be awarded in 1H09 to ensure gradual profit recognition in 2010,” it said.

http://www.theedgemalaysia.com/b ... alued.html