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楼主: 臥龍先生

【MIDAS 5EN 交流专区】麦达斯控股 MIDAS HLDGS LIMITED

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发表于 1-11-2012 10:59 PM | 显示全部楼层
今天很多股都跌
就连starhub都跌
之前便宜的时候没买到MIDAS
现在涨了许多
然后今天大跌
对有兴趣的人是一个进场的机会
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发表于 20-11-2012 11:38 AM | 显示全部楼层
Midas poised for a turnaround
http://www.theedgesingapore.com/the-daily-edge/business/41229-midas-poised-for-a-turnaround.html

Tue, 20 Nov 10:55
While orders have been slow in coming through to Midas, it has been enhancing both its production capacity and capabilities, in addition to diversifying its product range, says DBS Vickers. Jilin Midas now has an aluminium extrusion production capacity of 50,000 tonnes per annum and can fabricate a complete range of train parts, including for export.

DBS Vickers expects Midas to comfortably win orders of about RMB1b ($196 million) from metro, export and the non-rail segments (power and other extrusion products) over the next 12 months, while high-speed train orders will depend on how soon the Ministry of Railway (MoR) makes its purchases.

If the MoR does order 400 train sets, as people in the industry expect, DBS Vickers projects that Midas could win around RMB1b worth of high-speed train orders for delivery over the next 2-3 years. Meanwhile, associate Nanjing Puzhen should also see an earnings turnaround on its strong RMB8.5b order book.

DBS Vickers has Buy on Midas for 2013 turnaround story, with target price of $0.50. Midas is currently trading at 0.7x FY13 P/B, which the research house sees as attractive for a turnaround story.

“We believe the stock should re-rate as contracts start to flow in once again for the Group. Our TP is based on 1x FY13 P/B,” says DBS Vickers.

Midas is up 1.4% to $0.37.
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发表于 10-1-2013 12:37 AM | 显示全部楼层
OCBC raises Midas target price
http://www.theedgesingapore.com/the-daily-edge/business/42209-ocbc-raises-midas-target-price.html

Wed, 9 Jan 13:29
OCBC Investment Research raised its target price for Midas Holdings, which supplies components for railway projects, to $0.60 from $0.50 and kept its ‘buy’ rating, citing expectations of more high-speed rail contract wins.

As of 10:43 a.m., Midas Holdings shares were up 3.2% at $0.485, and have gained 14.3% since the start of the year, compared to a 1.8% rise in the FTSE ST All Share Index.

OCBC expects China’s railway investments to form a large part of the country’s overall infrastructure spending, and cited Xinhua news agency as saying about 600-650 billion yuan of railway investments will be made this year.

“We believe that China’s Ministry of Railways could resume high-speed passenger train car contract tenders in the first quarter,” said OCBC, which is expected to translate into order wins for Midas.
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发表于 17-1-2013 03:14 PM | 显示全部楼层
CIMB raises Midas Holdings target price
http://www.theedgesingapore.com/the-daily-edge/business/42330-cimb-raises-midas-holdings-target-price.html

Thu, 17 Jan 12:27
CIMB Research raised its target price for Midas Holdings, which supplies components for train projects, to $0.59 from $0.53 and kept its ’outperform’ rating, as its recent contract win reflects strong orders for the railway industry going forward.

At 10:14 a.m., Midas shares were up 1% at $0.525, and have gained 25% since the start of the year, compared to a 1.8% rise in the FTSE ST All Share Index.

Midas’s 32.5%-owned associate Nanjing SR Puzhen Rail Transport Co.won a tram contract worth 338 million yuan ($566.62 million), adding to NPRT’s order book of 9 billion yuan, CIMB said.

“This lends credence to our expectations of positive order flow momentum and could signify back-to-back contract win announcements and further re-rating potential,” said CIMB, adding that major clients have restarted negotiations with key suppliers.
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发表于 29-1-2013 11:07 AM | 显示全部楼层
我在yahoo看到这支股,现在买当大点的投资时间对吗?请前辈指点,谢谢
@tonytan8888
@Radeon1984
@fbb05 本帖最后由 icy97 于 29-1-2013 11:42 AM 编辑

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发表于 29-1-2013 11:28 AM | 显示全部楼层
  请问前辈,现在进场,做大点的投资合适吗?谢谢!
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发表于 29-1-2013 11:49 PM | 显示全部楼层
@rogerkoh
我也是初学者
我有不少钱被牢套了
所以不敢追高
这支股已经上涨了
假如还要再上就要看中国的表现了 本帖最后由 icy97 于 31-1-2013 10:39 PM 编辑

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发表于 31-1-2013 10:08 PM | 显示全部楼层
Midas Holdings Limited (5EN.SI)



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发表于 31-1-2013 10:13 PM | 显示全部楼层

Analysts’ Breakdown: Riding A Chinese Turnaround With Midas
Shares Investment – Wed, Jan 30, 2013 11:00 AM SGT

China intends to invest heavily in its railway infrastructure in 2013. According to the country’s 12th Five-Year national development plan, China will invest around Rmb600 billion ($119 billion) to Rmb650 billion ($125 billion) this year. State newspaper, The People’s Daily quoted a senior engineer at the China Railway Construction Company as saying that both the planned railway investment and length of railways to be constructed in 2013 will far surpass that of 2012.
The Midas Touch?
Enter Midas Holdings, with its 32.5 percent equity stake in Nanjing SR Puzhen Rail Transport Company (NPRT). The joint venture is one of only four companies licensed to manufacture and sell metro trains on a nationwide basis. NPRT’s grasp on the sector bodes well for Midas. In its FY11 annual report, Midas reported that revenue from the rail transport industry contributed a cool 78 percent to its main aluminium alloy division or 75 percent of Midas’ total revenue.
Given that Midas’ fortunes are tied closely to the railway transport industry, would NPRT’s recent contract win from Suzhou New District Tramway Company (valued at Rmb338 million or $67 million) spell more possible contracts down the road? Here are some snippets into analysts’ views on this and the prospects for Midas.
To further add impetus to the initial five-year investment plan, Andy Wong and Carmen Lee of OCBC Research note that,
“Vice Premier Li Keqiang is a strong advocate of urbanisation as a means of boosting China’s economic growth… We believe that it makes economic and social sense for the government to develop its railway transportation network.”
Andy and Carmen’s Call: BUY , with target price of $0.60 (potential upside of 5.3 percent*)
The management of Midas seems to also substantiate such an increasing trend as in a note to its clients, Daniel Lau of CIMB mentioned that,
“… our checks with management suggest that order momentum on the ground is gradually picking up with major clients restarting negotiations with key suppliers.”
Daniel’s Call: BUY , with target price of $0.59 (potential upside of 3.5 percent*)
The 18-Month Lull
It is also important to realise that the Chinese railway transportation industry had earlier been going through an 18-month period that was near devoid of high-speed railway contracts. This was largely due to the removal of the then Chinese Railways Minister Liu Zhijun in February 2011 on suspicions of corruption and a fatal high-speed railway accident near Wenzhou in July 2011. During this period however, Midas has not been slacking and instead embarked on a capacity and capabilities enhancement process.  
Paul Yong of DBS Vickers writes more,
“… in addition to diversifying its product range, Jilin Midas now has… (additional aluminium production capacity) of 50,000 tonnes per annum and can fabricate a complete range of train parts, including for export.”
Preparing For The Future
With these increased capabilities and capacity, and assuming a typical 18 to 24 months order to delivery cycle, Midas could be on track to deliver good financial performances in 2013 and 2014. In a sign of business astuteness and acumen, Midas is also seen to be preparing for 2015 and beyond. OSK Research’s Lynette Tan observes that,
“Midas, which plans to diversify into the production of aluminium alloy plates and sheets (used in the aviation, shipbuilding and automobile industries), has set up a joint venture company with Jilin Kaitong Engineering. It is building a plant with an expected capacity of 200,000 tonnes, which is envisaged to be operational in 2015.”
Lynette’s Call: BUY , with target price of $0.75 (potential upside of 31.6 percent*)
In summation, it seems that analysts are relatively bullish on the prospects of Midas. That being said, they seem to be waiting for more contract wins before they consider further re-rating of the counter. It is also worthy to note that Midas is currently outperforming the broader market. How long these tail-winds continue to boost Midas remains to be seen.
*Based on Midas’ closing price of $0.57 on 28 January 2013.

http://sg.finance.yahoo.com/news/analysts-breakdown-riding-chinese-turnaround-030006064.html
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发表于 31-1-2013 10:31 PM | 显示全部楼层
我相信你已经进行了一些研究,按照你的感觉走。
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发表于 3-2-2013 11:24 AM | 显示全部楼层
   谢谢你们!我是个中年人,对股市的认识很少,这中文论坛给我的帮助很大,非常感激你们的分享,
谢谢!
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发表于 7-2-2013 08:46 PM | 显示全部楼层
麦达斯控股的合资赢得7亿1,000万人民币地铁合约
http://www.sharesinv.com/zh/articles/37229/

2013年02月07日
麦达斯控股(Midas Hldgs)宣布,其合资公司南京南车浦镇城轨车辆有限公司(Nanjing SR Puzhen Rail Transport)从南京地铁公司赢得价值7亿1,000万人民币的地铁合约。合约包括为宁天城际地铁线第1期供应26套车厢(1套为4个车厢),并定于2014年在南京举行的青年奥运会之前交付。公司的总裁Patrick Chew表示,南京南车浦镇城轨车辆有限公司在新的一年带来好的开始,它在过去四个星期取得了两份合约,从而把其项目组合总值推高至超过10亿人民币。

启示:公司持有南京南车浦镇城轨车辆有限公司的32.5%股权,因此上述新合约将为公司的2014及2015年业绩带来正面贡献。公司也将能通过该合资来从商机盈盈的中国地铁交通业中受惠。
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发表于 12-3-2013 10:15 PM | 显示全部楼层
Midas wins 5 metro contracts worth $22 mil
http://www.theedgesingapore.com/the-daily-edge/business/43085-midas-wins-5-metro-contracts-worth-22-mil.html

Tue, 12 Mar 19:32  
Midas Holdings announced that its subsidiary, Jilin Midas Aluminium Industries Co. has won a combined RMB109.6 million ($22 million) worth of contracts to supply aluminium alloy extrusion and fabricated parts to five metro projects in China.

These include the Wuxi Metro Line 2 project, Dongguan Rapid Railway R2 Line project, Nanjing-Gaochun Intercity Rail project, Hangzhou Metro Line 2 project and Wuhan Metro Line project.
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发表于 13-3-2013 01:44 PM | 显示全部楼层
  谢谢! 请问此时买进OK吗? 请批示个方向, 谢谢!
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发表于 13-3-2013 01:48 PM | 显示全部楼层
谢谢你的资料, 请求指导此时可买进吗?  谢谢! 本帖最后由 icy97 于 13-3-2013 07:07 PM 编辑

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发表于 14-3-2013 02:49 PM | 显示全部楼层
Midas 还有什么更多的数据能分享吗?
我想进场。
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发表于 21-3-2013 01:03 AM | 显示全部楼层
麦达斯控股赢得2,940万美元的俄罗斯合约
http://www.sharesinv.com/zh/articles/37952/

2013年03月20日
麦达斯控股(Midas Hldgs)的子公司从西门子(Siemens AG)同俄罗斯Sinara Group所组合资Ural Locomotives赢得价值2,270万欧元(2,935万美元)的合约,为俄罗斯铁道服务供应铝合金外壳。在合约下,公司将供应用于生产100套电动列车(1套=5个车厢)的铝合金外壳,即相等于500个载人的电动列车车厢外壳。公司将在今年至2019年的期间分期交货。

启示:这是公司今年的首份国际合约,显示了其拓展至国际市场的策略和所付出的努力已见成果。预期合约将对其FY13至FY19的财年提供正面贡献。
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发表于 10-4-2013 01:30 AM | 显示全部楼层
Midas unit wins $17.3mil supply contract from MRT
http://www.theedgesingapore.com/the-daily-edge/business/43398-midas-unit-wins-173mil-supply-contract-from-mrt.html

Tue, 9 Apr 21:47
Midas Holdings says its subsidiary, Jilin Midas Aluminium Industries Co., has been awarded orders totalling $17.3 million from Alstom Transport S.A. to supply train car body module components for new trains on the Singapore North East Line (NEL) and Circle Line (CCL).

According to the orders, Midas will supply train car body module components for 18 train sets (1 train set = 6 train cars), or 108 train cars for the NEL, and 24 train sets (1 train set = 3 train cars), or 72 train cars for the CCL.

Patrick Chew, Chief Executive Officer of Midas, said, “Since 2004, we have successfully secured contracts to supply large section aluminium alloy profiles to manufacture body frames for the Singapore Downtown Line Project and Circle Line Project amongst others. We are pleased to have been awarded these orders from our long-standing major customer Alstom, testament to Jilin Midas’ technical capabilities both at home and abroad.”

In February 2013, Singapore’s Transport Minister announced that transport operator, SMRT Corporation, will spend about $1.75 billion from 2013 to 2019 to upgrade and purchase assets for its rail network. As part of this upgrade, SMRT will spend $750 million to purchase additional trains for its Mass Railway Transit and Light Rail Transit lines, including 24 new trains for the Circle line.

Delivery is slated to take place progressively from 2013 to 2015. These orders are expected to contribute positively to the Group’s financial performance for the financial years ending 2013 to 2015.
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发表于 11-4-2013 06:33 PM | 显示全部楼层
麦达斯控股从法国阿尔斯通赢得1,730万元的订单
http://www.sharesinv.com/zh/articles/38252/

2013年04月10日
麦达斯控股(Midas Hldgs)的子公司吉林麦达斯铝业(Jilin Midas Aluminium Industries)从阿尔斯通交通运输(Alstom Transport S.A)赢得总值1,730万元(约为8,650万人民币)的订单。这些订单涉及为新加坡地铁东北线及环线供应车壳组件。公司表示,它将分别为东北线和环线供应18套(1套=6个车厢)和24套(1套=3个车厢)车壳的组件。公司的总裁周华光表示:“自2004年起,我们不断从新加坡地铁市区线和环线项目及其他项目赢得供应大量铝合金车壳结构的合约。此次从我们的长期大客户阿尔斯通赢得订单令我们感到高兴,同时也验证了吉林麦达斯铝业在海内外的技术能力。”

启示:公司将在2013至2015年之间逐渐交货。更重要的是,这些订单料将为公司FY13至FY15的财务表现带来正面贡献。
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发表于 6-6-2013 01:00 AM | 显示全部楼层
Midas JV partner and consortium partners win $224 mil supply contract
http://www.theedgesingapore.com/the-daily-edge/business/44196-midas-jv-partner-and-consortium-partners-win-224-mil-supply-contract.html

Wed, 5 Jun 18:23
Midas Holdings said its joint venture company, Nanjing SR Puzhen Rail Transport Co., together with their consortium partners, has won a RMB1.1 billion ($224 million) contract.

The contract is for the supply of 29 train sets or 174 train cars, for Nanjing Metro Line 4 Phase 1 project, with delivery slated from 2014 to 2016.

The other consortium partners are Shanghai Alstom Transport Electrical Equipment Co. and Alstom Transport S.A.

This contract is expected to contribute positively to the group’s financial performance for the 2014 to 2016 financial years.
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