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发表于 13-11-2008 02:32 PM
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wow, 有人一开市就buy14669 在2。70。 股价一下就上了 6sen
[ 本帖最后由 triangel0 于 13-11-2008 02:47 PM 编辑 ] |
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发表于 13-11-2008 02:37 PM
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发表于 13-11-2008 02:44 PM
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发表于 13-11-2008 02:50 PM
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发表于 13-11-2008 03:00 PM
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发表于 13-11-2008 04:02 PM
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TM免费给了大家几年租金。。 |
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发表于 13-11-2008 04:06 PM
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发表于 13-11-2008 04:08 PM
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发表于 13-11-2008 04:42 PM
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lim pek 终于学会了这一招,等有一天我成为大户时,我一定把这招用得淋漓尽至。 那时一定通知各位,让你们赚一比 |
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发表于 13-11-2008 04:44 PM
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馬電訊股息驚魂打擊信心
即時新聞 國內財經 2008-11-13 16:30
(吉隆坡)馬電訊(TM,4863,主板貿服組)週三(11月12日)驚傳股息政策可能改變的消息,股價在短短一天半內猛瀉逾20%,惟隨後公司出面澄清“股息政策不變”,股價立即止跌回揚,儼然上演了一場“股息驚魂記”。
馬電訊董事部在週三的分析員匯報會上透露,將改以支付資本開銷、融資成本與營運資本後的自由流動資金情況,來決定未來的派息程度。
分析員普遍將這項訊息“解讀”為“馬電訊暗示派息政策有變”,加上資本開銷提高等因素可能衝擊盈利,導致分析員紛紛大砍此公司評級、盈利與股息預測。
受到此舉影響,馬電訊股價經週三暴跌51仙或15%後,今早更因大市普遍滑落而加劇跌勢,早盤一度潰退25仙或近9%,短短一天半內已丟失逾20%,儼然一場“馬電訊股災”。
所幸,隨著董事部立即作出澄清後,此股開始止跌回揚,並大幅收復失地。
星洲互動‧2008.11.13 |
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发表于 13-11-2008 05:04 PM
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收工.....出完了....RM2.82.....RM2.80....RM2.79 |
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发表于 13-11-2008 05:57 PM
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Telekom Malaysia affirms dividend policy
Shares of Telekom rebounded 1.43 per cent to RM2.83 by 3.10 pm after the company reaffirmed its dividend policy FIXED-line phone company Telekom Malaysia (4863)reaffirmed its dividend policy today in a move dealers said should helpstem a sharp decline in its shares, which have lost 20 per cent oftheir value in two days.
Telekom shares were up 1.43 per cent at RM2.83 ringgit by 3.10 pm.
The stock plummeted more than 15 per cent yesterday, a day after thecompany reported a third-quarter net loss of RM165.82 million (US$46.18million) on lower revenues and a hefty foreign exchange loss.
The shares fell a further 5.4 per cent by the mid-day break today, amidfears that the company would backtrack on its dividend policy of payingthe higher of RM700 million, or a 90 per cent payout, for 2009 onwards.
But Telekom Malaysia said its dividend policy “remains unchanged for 2009 and beyond”.
“Thecompany has sufficient consolidated cash and bank balances of RM1.144billion as at 30 September 2008, and it is confident that TMI is ableto meet its obligation due to TM of RM4.025 billion by April 2009.” itsaid in a statement.
Mobile phone operator TM International wasspun off by Telekom Malaysia earlier this year and was listed as aseparate company on the local stock market.
“In the event of adownturn in performance due to unforeseen circumstances, the companywishes to state that its recurring cash generation ability issufficient to meet its current dividend policy,” Telekom said in thestatement.
It added that the company’s retained earnings were also sufficient to support the current dividend policy.
“This is a positive statement by the company, and should lead to arecovery in Telekom shares in the afternoon session,” said a dealer ata local brokerage house.
“Investors were disappointed becausemost of them hold the stock purely for dividends, and if that’s not thecase, then there are better options available,” he said.
The stock has a 12-month dividend yield of around 12 per cent. - Reuters
http://www.btimes.com.my/Current_News/BTIMES/articles/20081113135850/Article/index_html |
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发表于 13-11-2008 05:58 PM
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Telekom Malaysia downgraded
HWANG-DBS Vickers downgraded dominant fixed-line operator Telekom Malaysia (TM) (4863) to “fully valued” from “hold".
The research outfit lowered the stock's target price to RM2.60 from RM3.40.
Meanwhile,Credit Suisse Group cut its rating to “underperform” from “outperform”on concern the company’s dividend payout will fall next year.
At mid-day, the stock fell 15 sen, or 5.4 per cent, to RM2.64, set for its lowest close since September 18, 2007. - Agencies
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发表于 13-11-2008 06:01 PM
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我的也是今天卖了. 2.78 卖的.
觉得明天还会掉所以决定在最后的两分钟卖出. |
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发表于 13-11-2008 06:04 PM
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发表于 13-11-2008 06:10 PM
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馬電訊爆股息驚魂‧7億股息派不派?股價瀉逾20%
(吉隆坡)馬電訊(TM,4863,主板貿服組)週三(11月12日)驚傳股息政策可能改變的消息,股價在短短一天半內猛瀉逾20%,惟隨後公司出面澄清“股息政策不變”,股價立即止跌回揚,儼然上演了一場“股息驚魂記”。
馬電訊董事部在週三的分析員匯報會上透露,將改以支付資本開銷、融資成本與營運資本後的自由流動資金情況,來決定未來的派息程度。
早盤再瀉25仙
分析員普遍將這項訊息“解讀”為“馬電訊暗示派息政策有變”,加上資本開銷提高等因素可能衝擊盈利,導致分析員紛紛大砍此公司評級、盈利與股息預測。
受到此舉影響,馬電訊股價經週三暴跌51仙或15%後,今早更因大市普遍滑落而加劇跌勢,早盤一度潰退25仙或近9%,短短一天半內已丟失逾20%,儼然一場“馬電訊股災”。
所幸,隨著董事部立即作出澄清後,此股開始止跌回揚,並大幅收復失地。收盤時,馬電訊報2令吉77仙,跌2仙。
馬電訊在去年進行業務分拆時曾保證,將會每年派發至少7億令吉或派息率高達90%充當股息,視何者為高。
擬以流動資金狀況派息
當初制定派息政策宗旨主要是確保可派發穩定股息給股東,並能維持有效資本架構,確保未來成長的融資能力充足。
不過,此公司管理層週三在匯報會暗示將改以“自由流動資金”狀況決定派息幅度,並經週三與今日(週四,11月13日)早上股價狂瀉後再“改口風”的作法,也令市場深感不滿。
企圖改變派息政策
不過,大馬研究分析員依茲阿丁表示,馬電訊雖然“見風轉舵”,但這仍是正面消息。
“由於此股最大吸引力是其豐厚穩定股息,一旦這個優勢盡失,購興當然逃之夭夭,投資者肯定會另抱琵琶尋找更好的投資管道。”
打擊市場信心
他認為,這項消息雖有助於穩定股價,但相信已打擊部份投資信心,主要是管理層“出爾反爾”,在實際有能力派息下卻企圖改變派息政策,令投資者對其“朝令夕改”作風不敢茍同。
“雖然管理層現在確保維持派息政策,不過難保業務出現困境時又會改變主意,因此在投資信心受挫下,未來股價波動可能更頻繁,因為許多投資者將把該股轉為短期炒作的工具。”
他補充,由於此公司今年首3季營業額與盈利差強人意,突顯受到經濟衰退的影響,因此料股價仍有進一步下滑空間,投資者可觀望多一陣子再進場吸購,長期較可享有偏高週息率。
目前,馬電訊12個月週息率為12%。
12日與13日早上
分析員大砍股息財測
由於擔心馬電訊的股息政策“改弦易轍”,亞歐美研究下調未來兩年每股股息預測,從26.6仙至29.4仙到26至27仙;聯昌研究預測派息率從90%下滑至70%,也下調預測從28仙至30仙到17仙至21仙;大馬研究則從從20仙下滑至12至13仙;達證券甚至預測派息率下滑至50%,股息約為13仙。
聯昌研究形容,這項消息令人錯愕與失望,並影響其“投資避風港”的品牌形象。
“由於首3季業績表現遜色,暗示明年營業額與賺幅都可能進一步走低;加上計劃耗資推行高速寬頻與網絡電視(IPTV)計劃,料未來3年每年資本開介銷於22億至24億令吉,因此將可能減少自由流動資金,派息能力不樂觀。”
分析員下調2008至2010財政年核心盈利介於6.5至22%,並預測明年營運流動現金達35億令吉,自由流動現金則為12億令吉或每股35仙。
亞歐美也下調2008至2010年核心淨利7.2至7.6%,主要是下調營業額預測4至9%所致,及擔憂語音營業額進一步下滑將衝擊未來兩年營業額與賺幅。
“雖然此公司承諾有多餘資金將會派發特別股息,而目前嚴謹信貸控制下盈利素質也提高,未來兩年派息率仍可望維持90%或至少7億令吉,不過在經濟放緩下,派息風險仍不明朗。”
質疑馬電訊國際還貸能力
另外,馬電訊國際(TMI,6888,主板貿服組)是否有能力償還明年4月到期的內部借貸40億令吉仍是疑問,由於前者目前營運情況低於預期,這也可能影響明年派息能力。
大馬研究則認為,在多項拓展計劃下,明年資本開銷從15億令吉暴增至24億令吉,負債率則從19%提高至24%,惟仍符合區域平均值20至30%。不過,若馬電訊國際無法償還貸款,負債率將暴增至60%,明年股息也會再減少5仙。
13日中午以後
馬電訊 股息政策保持
馬電訊(TM,4863,主板貿服組)立即澄清,此公司2009財政年年及以後的股息政策保持不變,並強調該公司擁有足夠現金可派息。
馬電訊在早盤休市前發表文告聲明,將保持現有的股息政策,繼續維持每年至少7億令吉或派息率高達90%的派息政策!
此公司決定維持派息政策,主要原因有三:
●截至今年9月的銀行儲蓄高達11億4400萬令吉,綜合現金充足,並相信馬電訊國際(TMI,6888,主板貿服組)有能力償還明年4月屆滿的貸款40億2500萬令吉
●雖然未來表現可能無法預料走低,不過仍希望循環現金收入足夠應付目前派息政策
●此公司正常盈利收入仍足以支撐目前派息政策
此公司解釋,由於全球市場異常波動,此公司將繼續審查業務、現金流、資本架構鄧影響,並繼續確保流動資金足以應付派息政策。公司也已建立一個未來成長與營運卓越的強穩根基。
星洲日報/財經‧2008.11.13 |
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发表于 13-11-2008 06:12 PM
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发表于 13-11-2008 06:19 PM
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发表于 13-11-2008 06:28 PM
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发表于 13-11-2008 06:29 PM
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Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965 | Reference No TM-081112-6F4B7 |
Company Name | : | TELEKOM MALAYSIA BERHAD | Stock Name | : | TM | Date Announced | : | 13/11/2008 |
Name | : | Employees Provident Fund Board | Address | : | Tingkat 19, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur |
| NRIC/Passport No/Company No. |
| : | EPF Act, 1991 | Nationality/Country of incorporation |
| : | Malaysia | Descriptions
(Class & nominal value) |
| : | Ordinary Share of RM1.00 each |
| Name & address
of registered
holder |
| : | Employees Provident Fund Board ("EPF Board"), Tingkat 19, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur |
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Details of changes | Type of transaction | Date of change | No of securities | Price Transacted (RM) | Acquired | 05/11/2008 | 622,000 |
| Disposed | 05/11/2008 | 6,500 |
| Acquired | 06/11/2008 | 416,900 |
| Disposed | 05/11/2008 | 336,100 |
| Disposed | 05/11/2008 | 58,000 |
| Disposed | 06/11/2008 | 241,900 |
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Circumstances
by reason of which change has occurred |
| : | 1) Acquisition and disposal of 1,038,900 and 6,500 shares respectively by EPF Board.
2) Disposal of shares by the following Portfolio Managements:
a) CIMB-Principal Asset Management Bhd. - 336,100
b) Mayban Investment Management Sdn. Bhd. - 58,000
c) RHB Asset Management Sdn. Bhd. - 241,900 |
| | : | | Direct (units) | : | 452,243,425 | Direct (%) | : | 12.64 | Indirect/deemed interest (units) |
| : | 58,452,500 | Indirect/deemed interest (%) |
| : | 1.63 | Total no of securities after change |
| : | 510,695,925 | Date of notice | : | 06/11/2008 |
| Remarks | 1)The number of shares directly managed by EPF Board are 452,243,425whilst the balance of 58,452,500 are managed by the following PortfolioManagers:-
a) Alliance Capital Asset Management Sdn. Bhd. - 1,716,500
b) AmanahRaya JMF Asset Management Sdn. Bhd. - 50,000
c) AmInvestment Management Sdn. Bhd. - 6,619,300
d) BNP Paribas Asset Management (M) Sdn. Bhd. - 104,800
e) CIMB-Principal Asset Management Bhd. - 8,090,900
f) Credit Agricole Asset Management (Malaysia) Sdn. Bhd. - 1,142,000
g) Hwang DBS Investment Management Bhd. - 1,875,300
h) Mayban Investment Management Sdn. Bhd. - 450,000
i) MIDF Amanah Asset Management Bhd. - 2,650,100
j) Nomura Asset Management (Malaysia) Sdn. Bhd. - 33,434,900
k) RHB Asset Management Sdn. Bhd. - 2,318,700
2) The notice was received by Telekom Malaysia Berhad on 12 November 2008. |
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