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发表于 14-11-2008 11:09 PM
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回复 250# 傻人最有傻福 的帖子
uncle lim 的云顶, 你是假假不知道吧 |
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发表于 16-11-2008 05:40 PM
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发表于 16-11-2008 05:41 PM
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寬頻成本壓縮現金流量‧馬電訊中長期派息惹猜疑
(吉隆坡)馬電訊(TM,4863,主板貿服組)股息政策朝令夕改,引起市場對股息展望投不信任票,分析員對馬電訊中長期持續派最低股息存疑,主要是高速寬頻和網絡電視計劃的高風險,將擴大成本重擔和提高資本開銷,恐壓縮馬電訊的現金流量。
此外,馬電訊國際(TMI,6888,主板貿服組)能否如期償還40億令吉內部貸款,也受到分析員質疑,馬電訊預定明年4月回收上述款項。
興業研究表示:“短期內,馬電訊可以維持最低派息率,但中長期而言,公司必須改善現金流。”
興業預料馬電訊今年的盈利約為5億令吉,2011年可提高至6億6500萬令吉,但還是低於7億令吉的最低派息率。
益資利認為,馬電訊的最低股息政策最多持續至2014年。
“目前唯一可抒緩馬電訊現金流壓力,只有馬電訊國際償還的40億令吉內部貸款,若動用該批款項支付最低股息,預料只維持6年至2014年。”
另一個更關注的問題,馬電訊2012財政年起將獨自融資高速寬頻計劃的營運資金,在缺乏營業額下,馬電訊從2012至2018年內,如何融資每年9億2800萬令吉的營運資金。
益資利以馬電訊2008財政年營運現金流為20億令吉估算,2009至2011年期間的資本開支,每年將為15億令吉,加上
融資成本3億5000萬令吉和稅務2億令吉,2008年的營運現金流難以應付。
儘管管理層澄清股息政策,達證券維持馬電訊的股息預測,即每股股息從20仙下調至13仙。
聯昌研究在保留盈利預測基礎上,上調2009至2010年每股股息至27和30仙之間,約等於10%的持續性週息率。
聯昌研究認為,馬電訊國際若如期償還40億令吉部貸款,或加強馬電訊派發每股29仙特別股息的機率,並限制股價下滑風險。
財測仍下修
分析員指出,高速寬頻和網絡電視計劃的高成本風險,將加重馬電訊的成本壓力,而推出初期預料面對ASTRO公司(ASTRO,5076,主板貿服組)的競爭,反應或不理想,將限制股價展望空間。
益資利估計這兩項業務每年成長率為0.5%,下調2009至2010年的盈利預測,介於29至33%,2009至2013年的平均盈利成長率將下跌0.6%。
亞歐美研究估計,2009和往後財政年的營運盈利賺幅將受壓縮,根據較低的盈利比較基礎,降低2009至2010年營運盈利賺幅至39%,也下調2008至2010年淨利預測10.7至13.1%。
該行認為,上述預測是否出現轉機,胥視網絡電視計劃推出後的反應。
馬電訊國際還債能力受考驗
益資利也質疑馬電訊國際的償債能力,公司2008年資本開支可能高達40億令吉,而截至2008年第2季止的營運現金流和現金盈餘,分別只有25億和26億令吉。
馬電訊國際也需要融資,償還63億令吉的短期貸款,儘管可配售10%新股套線,但估計只籌得15億7000萬令吉,湊合現金盈餘僅剛好償還馬電訊的貸款。
聯昌估計,馬電訊國際或不會一次過償還40億令吉貸款,而是2009和2010年期間每年償還5億令吉。
聯昌認為,此40億令吉貸款利率每年6.2%,馬電訊國際或儘快償還,以尋求每年5%的替代融資。
星洲日報/財經‧2008.11.15 |
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发表于 16-11-2008 06:15 PM
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分析员的报道为什么老是围绕在TMI的40亿?2013多媒体大学会还一笔大约5亿的欠款。我想派息能再加多一年。 |
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发表于 16-11-2008 07:15 PM
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原帖由 Genghiss 于 16-11-2008 06:15 PM 发表
分析员的报道为什么老是围绕在TMI的40亿?2013多媒体大学会还一笔大约5亿的欠款。我想派息能再加多一年。
他们都忘了有这笔钱 |
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发表于 17-11-2008 08:33 AM
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原帖由 metroair 于 16-11-2008 10:12 PM 发表
希望明天会涨啦,手上还有票。。
要小心咯....今天会发生什么事..???? |
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发表于 17-11-2008 08:37 AM
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哈哈。。。不用怕哦。。。我手上还有2。57和2。82的票都还没跑哦。。。。哈哈。。。 |
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发表于 17-11-2008 08:39 AM
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原帖由 jimmylye 于 17-11-2008 08:37 AM 发表
哈哈。。。不用怕哦。。。我手上还有2。57和2。82的票都还没跑哦。。。。哈哈。。。
平均RM2.70....还很多???炒家好像要跑了 |
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发表于 17-11-2008 09:44 AM
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发表于 18-11-2008 08:17 AM
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发表于 18-11-2008 08:18 AM
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4863
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : Employees Provident Fund Board
NRIC/Passport No./Company No. : EPF Act, 1991
Nationality/Country of Incorporation : Malaysia
Address:
Tingkat 19, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Share of RM1.00 each
Name and Address of Registered Holder:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
Details of Changes
Date of Notice : 10/11/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 07/11/2008 Acquired 758,300 -
2. 10/11/2008 Acquired 582,400 -
3. 07/11/2008 Acquired 935,000 -
4. 07/11/2008 Acquired 1,000,000 -
Circumstances by reason of which change has occurred:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
Nature of Interest:
Direct/Indirect
Consideration:
No of Shares Held After Changes:
Direct : 453,584,125 shares (12.6800%)
Indirect/Deemed Interest : 60,387,500 shares (1.6900%)
Total : 513,971,625 shares
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
Submitted By:
Wang Cheng Yong
17/11/2008 06:45 PM |
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发表于 18-11-2008 08:21 AM
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Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera
NRIC/Passport No./Company No. : 434217-U
Nationality/Country of Incorporation : Malaysia
Address:
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Share of RM1.00 each
Name and Address of Registered Holder:
Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera,
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Details of Changes
Date of Notice : 07/11/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 07/11/2008 Acquired 989,900 -
Circumstances by reason of which change has occurred:
Acquisition of 989,900 shares.
Nature of Interest:
Direct
Consideration:
No of Shares Held After Changes:
Direct : 277,841,100 shares (7.7700%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 277,841,100 shares
Remarks:
The notice was received by Telekom Malaysia Berhad on 13 November 2008.
Submitted By:
Wang Cheng Yong |
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发表于 18-11-2008 08:21 AM
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4863
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera
NRIC/Passport No./Company No. : 434217-U
Nationality/Country of Incorporation : Malaysia
Address:
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Share of RM1.00 each
Name and Address of Registered Holder:
Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera,
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Details of Changes
Date of Notice : 06/11/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 06/11/2008 Acquired 1,417,600 -
Circumstances by reason of which change has occurred:
Acquisition of 1,417,600 shares.
Nature of Interest:
Direct
Consideration:
No of Shares Held After Changes:
Direct : 276,851,200 shares (7.7400%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 276,851,200 shares
Remarks:
The notice was received by Telekom Malaysia Berhad on 13 November 2008.
Submitted By:
Wang Cheng Yong |
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发表于 18-11-2008 08:22 AM
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Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera
NRIC/Passport No./Company No. : 434217-U
Nationality/Country of Incorporation : Malaysia
Address:
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Share of RM1.00 each
Name and Address of Registered Holder:
Amanah Raya Nominees (Tempatan) Sdn. Bhd. - Skim Amanah Saham Bumiputera,
Tingkat 4, Balai PNB, 201-A, Jalan Tun Razak, 50400 Kuala Lumpur
Details of Changes
Date of Notice : 05/11/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 05/11/2008 Acquired 1,000,000 -
Circumstances by reason of which change has occurred:
Acquisition of 1,000,000 shares.
Nature of Interest:
Direct
Consideration:
No of Shares Held After Changes:
Direct : 275,433,600 shares (7.7000%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 275,433,600 shares
Remarks:
The notice was received by Telekom Malaysia Berhad on 13 November 2008.
Submitted By:
Wang Cheng Yong |
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发表于 18-11-2008 08:22 AM
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EPF也不知再搞什么鬼。这样是合法把钱从里面拿来花吧:@ :@ |
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发表于 18-11-2008 08:22 AM
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发表于 18-11-2008 11:00 AM
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回复 269# 傻人最有傻福 的帖子
是啊。。。可是EPF出进是比较慢公布的嘛。。。不知你有比较快消息吗??? |
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发表于 18-11-2008 11:08 AM
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发表于 18-11-2008 11:16 AM
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发表于 18-11-2008 11:23 AM
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