【ZECON 交流专区】亿強工程

jason1288

30億彭雪水源輸送8月招標
馬日公司組財團投標        

（吉隆坡訊）彭雪水源輸送計劃將於8月招標，國內外建築業者對價值逾30億令吉的上游工程虎視眈眈，分析員說，該計劃獲得日本的銀行提供貸款，因此不排除有關合約將由大馬和日本公司組成的財團負責。

亞歐美研究說，本地公司若得標，料對水務領域的展望有正面影響，而維持水務領域的“加碼”建議。

該行預測，本地有潛能得標公司包括金務大（GAMUDA,5398）、怡保工程（IJM,3336）、聯熹公用（RUBHD,5050）、億強工程（ZECON,7028）和達力集團（TALIWRK,8524）。

該行仍未將得標的利好，納入大型建築公司如金務大和怡保工程的評估內。由於該兩家公司的估值仍合理，而獲得維持“持有”建議。

WCT工程羅集團建議買進

而WCT工程（WCT,9679）和羅集團（LOH&LOH,7706），也獲得亞歐美投資銀行維持“買進”的評級。

由於大馬向日本國際銀行貸款部份融資，預料日本的建築集團將有機會分一杯羹，和本地業者負責共同承建。

該行指出，本地業者或根據專長、工程和採購經驗，以決定和那一家日本夥伴合作。

該行看好，日本的住友商社、鹿島建設、清水建設、久保田機構和大城建設，將是強有力的投標者。

彭雪水源輸送計劃的上游，將興建一座水壩和輸水隧道，工程價值料為30至38億令吉。

預料當局將於年杪揭標，得標的業者將於明年展開工程，整個上游工程包括在吉流和興建一座水壩，及44.6公里長的輸水隧道。

jason1288

A second board listed company formerly known as Zecon Engineering Bhd, Zecon has identified a foreign partner whom it believes would help increase its chances of winning the job.  “We will be announcing our partner soon,”   “We expect to secure three more packages from the project,” Zainal added.

ＴＯＯ　ＢＡＤ。。。收市破强大支持点ＲＭ１。５４。。。看来要去ＲＭ１。４５
了。。。。。

ＳＯＲＲＹ支持是ＲＭ１。５６

ＺＥＣＯＮ明天大票到期希望ＯＫ

guazing

原帖由 guazing 于 10-7-2007 10:43 PM 发表
zecon 正经历健康的调整，这数天可能比较难过，但熬得过的话，丰硕的成果将等候大家！如想卖出后买回，看看这两天的交易情况，能卖多高？又能买多低？一却都在庄的计算中！

zecon 面临t+4 竟然能轻松面对，庄的强大能力与之前假奘的软弱无能形成了强烈的对比！此庄伸缩自如，非常高明！

GSY

Zecon上了很多了，有好消息吗？还可以买进吗？

guazing

大市跌，zecon 逆流而上，径力充沛，意尤未尽！
昨天宣布另获得沙巴政府1.2亿道路工程。

jason1288

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18 Jul 2007

Zecon wins RM124mil Matang Highway extension project

By JACK WONG

KUCHING: Zecon Bhd has secured a RM124mil contract for the proposed extension project of the Matang Highway near here.

Chief executive officer Datuk Zainal Abidin Ahmad said the project would involve the construction of a 13.3km new dual carriageway leading to the proposed federal administrative centre in Matang.

When completed in 42 months, the project will see the highway extended closer to the city centre at Taman Matang Jaya.

Zainal said Zecon, an integrated construction and infrastructure firm, had completed nearly 60% of another 25km stretch of the Matang Highway, which will link the proposed federal administrative centre to Bulatan Abang Kipli.

Zecon secured this earlier project worth RM314mil in 2002.

A major part of the new Matang Highway will run parallel to the existing busy Matang Road.

`The award of this latest contract has brought Zecon’s order book to RM1.2bil,` Zainal Abidin told StarBiz yesterday.

Earlier this month, Zecon bagged a RM125mil raw water transfer project in Negri Sembilan.

Kuching-based Zecon has so far completed more than RM1.4bil worth of projects in Sarawak and Peninsular Malaysia. These projects include the Sungai Muar water transfer project and the Tun Salahuddin Bridge across Sarawak River here.

guazing

zecon 这两天欲拒还迎，像调整又反复上下，可能是庄以压低母股回收wa, 以及消化市场不稳定持票者，增进转手率。但散户并不认同。wa 继续强劲！

ＺＥＣＯＮ　ＷＡ。。。实在ＳＴＲＯＮＧ。。。。

你真利害。。。赞你ＳＴＲＯＮＧ就即刻红给我看》》》真好也！

hong07

开番了，我的Zecon-WA终于开番了。这是我第一个开番股。 守了四个月，终于守得云开见月明。
多谢guazing与各位前辈的分享，让我学到了许多。

guazing

hong07兄，
这是你观察、分析、勇气，以及你过人耐力的成果，没有这些，多好的分析，多无私的分享，倾囊相授也毫无意义！


这是我给一位网友的信，大家可以思考思考，要别人相信的确不简单，毕竟似是而非的言论太多了！而且我的表达可能也词不达意。

22/2/07
j兄,
对不起，没看到你在10 日的短讯，pw我还收着，目标是1.30 以上，上次应该有跟你提过。zecon 我不但没卖，而且还在1.75 时加注，后来x 过后又买了一些，我有cari的 烽火连天的纸上谈兵及lcmart 中的部落克中详细提起，cari 里应该相信的人不多，虽然我倾囊相授，但我也预算不多人会相信。你想了解我的想法，部落克中一清二楚。zecon 的目标其实相当高，现在已是天时地利具备，人和有待成交量的到来，庄之动向我已经跟了一年多，相信成果就在眼前，为什么你还问我买什么？奇怪，zecon 就是了！
祝您在新的一年里财源广进，万事如意！

20/7/07
这是新年期间给你的信，如你买进有耐心等待，现在你已经可以大笑了。其实你像很多人一样，机会来了没准备好，没能把握！网友中没一人我把见解讲解的那样清楚，除了你。看来要人相信的确难如登天。非不满你什么，我的确理解到这是人性的弱点！你能分辨克服，你就成功！

我没有guazing 大哥所说的观察、分析、勇气、过人耐力，不过pworth 、 zecon 和 zecon-wa 我都没错过，现在赚翻了！
pworth 92%、zecon 80%+ 和 zecon-wa 112%，guazing 大哥介绍的股不多，每个我都跟！


谢谢您，guazing 大哥！

guazing

这是我回给另一位网友的信：

原始短消息: Zecon & Zecon-WA

Guazing兄：
请问Zecon & Zecon-Wa 在 1.50+ 及 0.80+ 还可以买进吗？ 因为我知道最近的Zecon已上了好多。 先谢了。

以zecon 、zecon-wa 和pworth 三者相比，zecon 的之前多次记录为超过RM3，wa 会随zecon 浮动；pworth 最近走势已经突破这几年的记录，它在01 年挂牌时就从高峰RM3+迅速滑落而下，最低价为0.40+。老实说，叫我选，我会毫不犹豫选 zecon-wa。
其一：pworth 的崛起是主力应用share buy back 公司内部基金回购股票，公司有权力将所回购的票分配给现有股东、作消又或重新在公开市场售出，换句话说，风险是存在的。主力在最后关键的举措谁也猜不透。之前我曾经发现过有公司这样做，使持票者鸡毛鸭血。
其二：基本潜能，pworth 的业务是木材，无论它的业务有多进展，始终有限！现有价格已经超越其nta;zecon 的nta 虽然也被股价超越，但zecon 是建筑水务甚至产业股，两者的业务及发展潜能是有差别的。zecon 最近获得了两项同是大约1.2亿的建筑工程，股价已经如此飚升，它将再公布其他好消息的可能性是非常高的。第九大马发展计划还没宣布在沙拉越的发展计划，届时好消息可能接踵而至也说不定！
其三：zecon 的赚率比起wa 是相应的少，wa 的票数非常少，容易炒起。wa 拥有九年多的时间价值。zecon 的价格当然影响 wa 的价钱，我认为庄已经牢牢控制了zecon ,庄要炒起它根本不是问题！配合好消息，zecon很可能会到达一个很难相信的高价！

zecon 会降回你的买进目标价应该机率不大！



[ 本帖最后由 guazing 于 22-7-2007 10:13 PM 编辑 ]

gkweng

Zecon Bhd

It has secured a RM124mil (US$35.6mil) contract for the proposed extension project of the Matang Highway near here.  

Zainal said Zecon, an integrated construction and infrastructure firm, had completed nearly 60% of another stretch of 25km of the Matang highway which will link the proposed federal administrative centre to Bulatan Abang Kipli. Zecon secured this earlier project worth RM314mil (US$90.2mil) in 2002.  

With this latest contract, Zecon’s order book has been brought to RM1.2bil (US$344.8mil).
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Integrated engineering and construction company Zecon Bhd, which has bagged a RM125mil raw water transfer project in Negri Sembilan, is “favourably” placed to compete for a part in the Pahang-Selangor Raw Water Transfer project.
*** The newly-awarded project, the first package of the Sungai Teriang Water Transfer Scheme, involved the construction of a 12.6km tunnel whereas the interstate project called for the construction of slightly bigger pipes in a 40km tunnel. The Sungai Teriang water project entailed the transfer of some 330 million litres per day of raw water from Sungai Teriang and Sungai Kenaboi to Sungei Terip Dam for consumption in Seremban and its surrounding areas ***

They expect to secure three more packages from the project.  

The Sungei Teriang contract will be a good reference for them when they pitch for the interstate project. It has identified a foreign partner whom it believes would help increase its chances of winning the job.  

The first package of the Sungai Teriang project has boosted the company’s current order book value to RM1.2bil, which will keep it busy for the next three years.
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It had undergone two streamlining exercise to concentrate on its core business or construction and property. However, it begs the question of whether these corporate exercises are enough to boost the company’s profile and earnings.

Zecon is selling its toll concession business to related RM17 company Halifax Capital Bhd for RM106.9 million. The deal will be settled through a mixture of shares and debt settlement and is set to be completed b y October 2007.

It also completed the disposal of its plantation business to TH Plantation Bhd for RM51 million. Excluding these exceptional gain (about RM34 million), it would have reported a loss of RM23 million for the year ended Dec 31, 2007.
Going forward … Will Zecon be able to sustain its good results in the coming year?

So far, it has reported a net profit of RM1.3 million for the first quarter 2007, compared with a RM3.9 million loss in the previous corresponding quarter. Revenue also improved from RM13.3 million to RM27.2 million year on year.

Although its biggest earnings driver remains it property division – comprising 79.5% of total revenue in its latest quarter results - the number translate into a margin of 41%, suggesting perhaps the inclusion of some gains that are either non recurrent or exceptional in nature, such as land sale rather than developed properties. The company admit it. It has 2060 acres of prime land in Sarawak.

Its construction business has also been slow since it finished building the first phase of Unimas in May 2006. Its other project is the construction of the Matang Highway, which is 53% completed. The division appears to be struggling with its small turnover of Rm3.5 million and loss of Rm1.8 million, suggesting little work done in the first quarter.

Its high receivables despite its relatively low revenue numbers. Its trade receivables amounted to RM110.9 million compares with RM93 million in the previous corresponding period. It is affecting company cash flow position.

The only division that performed to expectations was the toll concession for the 3km Tun Salahuddin Bridge in Sarawak,  raking in steady revenue of Rm2 million. This is the business Zecon handing to Halifax.

If the restructuring plan approved, Halifax will ultimately end up Zecon’s subsidiary. It will provide a new lease of life to Halifax, which is involved in the assembly and electronic products business. However, some are wondering about Halifax’s expertise in this line of business.

In the meantime, Zecon is hoping for more construction and infrastructure projects to come its way under the Ninth Malaysia plan. It was recently awarded the project to build the medical facility on the Unimas campus for RM200 million as well as housing projects. This is however, an absence of clarity on the timeline for projects in the pipeline. In addition, Zecon has a relatively weak track record in securing new projects.

As for property division, it is aiming to launch its integrated mixed development project, Vista Tunku, by the third quarter of 2007.

jason1288

可以买进， 图象显示应该要起飞了，买进 ZECON， 他的上升空间大，下个目标 RM２.００.

jason1288

原帖由 Mr_Bull06 于 21-1-2007 06:10 PM 发表
庄家骑黑马，散户被马骑。等到上时才追，可能被马骑。

这就是我之前跟大家讨论过的，有买进ZECON，经已开番。
Mr_Bull06就是小弟的前身。

jason1288

原帖由 Mr_Bull06 于 21-1-2007 06:10 PM 发表 庄家骑黑马，散户被马骑。等到上时才追，可能被马骑。

这就是我之前跟大家讨论过的，
有买进ZECON，经已开番。
Mr_Bull06就是小弟的前身。

[ 本帖最后由 jason1288 于 23-7-2007 12:35 AM 编辑 ]