【TENAGA 5347 交流专区】国家能源

cocoloco

TENAGA-CA TP=RM2.50

买 0.31*50000
卖0.41*50000 这次肥啦

有人大量在买 TENAGA 短期应该可上 RM10.00

[ 本帖最后由 cocoloco 于 15-4-2008 11:30 AM 编辑 ]

_spring

原帖由 andycck 于 12-10-2007 11:06 AM 发表
Tenaga CB是什么事?转换吗???可以教教我如何吗?我买了20,000@0.32

TENAGA-CB 19/10 就到期了，转换价RM9.08...

cocoloco

你问你REMISER会较安全，CB要到期了

_spring

Cash Settlement Amount:

In respect of valid exercise of each Warrant, the Warrantholder will receive an amount
determined in accordance with the following formula:
Cash Settlement Amount = (Closing Level – Exercise Price) – Exercise Expenses

Where the Closing Level will be:
(a) if exercised before the Expiry Date, the Closing Level will be the closing price of the Share
on the Market Day immediately before the exercise date;

(b) if exercised on the Expiry Date, the Closing Level will be the 5-day VWAMP of the Share
before and including the Market Day before the Expiry Date;
* If the Share is de-listed or suspended, the Closing Level will be the closing market price of
the Share on the Market Day immediately before the delisting or suspension.

_spring

原帖由 andycck 于 12-10-2007 11:27 AM 发表
可以用华语解释吗???我有20,000 @ 0.32到时候应该怎样???我好紧张.是好事还是坏事???

CB是CASH SETTLEMENT的，你不用给钱。。。
如果母股＝RM9.35
那么到时候你每股会得到 RM9.35-9.08＝ RM0.27 （再扣除一些手续费）

_spring

原帖由 andycck 于 12-10-2007 11:33 AM 发表
那么说如果今天到期了.母股是RM9.40那么我的股是20,000股在RM0.32.该如何算?是不是RM9.40-(9.08+0.32)=0

如果RM9.40，那CIMB会付你每股RM0.32
你的买价也是0.32，理论上你没亏没赚，不过就亏了水钱

_spring

CB要到期了，CIMB也开始做工鸟，TENAGA卖压很重。。。保重

cocoloco

不要那么灰心可能会回光反照

_spring

原帖由 andycck 于 12-10-2007 11:49 AM 发表
哦,好像有点明白了.如果是RM9.60.那么RM9.60-9.08=0.52-0.32那么CIMB要还我每股RM0.20对吗?如果是RM9.20.那么RM9.20-9.08=0.12-0.32那么我要还多每股RM0.20???是不是这样??

不是酱。。。CIMB不会管你的买价是多少啦，你买0.32也好，0.50也好，1.00也好，他都只付你0.32 （母股RM9.40的话）。。。

如果母股到时低过RM9.08，那么最多你亏完全部的本钱 （RM0.32 X 20000），你不用再付任何钱给CIMB

_spring

原帖由 andycck 于 12-10-2007 11:51 AM 发表
是好事还是坏事?你可别吓我啊!!!

不是酱好咯。。。
希望能回光反照， 加油。。。

_spring

对了。。。。。。..

cocoloco

TENAGA Nasional Bhd’s core net profit for the fourth quarter ending Aug 31, 2007, will likely be around RM960 million, said Aseambankers Equity Research.

The research house said Tenaga is expected to register electricity demand growth of 5.5% in Peninsular Malaysia this year, Aseambankers Research, however, lowered its net profit forecast for Tenaga by 30.4% in the 2007 financial year to reflect the anticipated foreign exchange loss of RM500 million by the utility company given the weakening of the ringgit against the yen, euro and dollar.

Despite the recent arbitration loss of RM113 million by Tenaga’s subsidiary TNB Transmission Network Sdn Bhd and looming gas price increases by Petronas, the research house has maintained its Buy call on the counter with a target price of RM13, based on 14 times mid-2009 price earnings ratio (PER).

“We believe Tenaga’s proposal for a gradual removal of gas subsidies and imposition of surcharges is practical and sensible towards resolving the country’s high gas subsidies.

“Nonetheless, we believe any surcharge will only come after the general election,” it said.

Tenaga on Tuesday said it was filing an application to the High Court to set aside the RM113 million arbitration award given against it in respect of several tenancy agreement disputes with Irham Niaga Sdn Bhd (INSB) and Irham Niaga Logistics Sdn Bhd (INLSB).

Tenaga said it had been advised by its solicitors that it had strong grounds to set aside the arbitration award.

If the company successfully applied to have the award set aside, it would still take a few years for the court case to be concluded.

“No provisions have been made yet (though the bottom line impact is likely to be minimal, at 2.6% of our FY07 earnings forecast) as Tenaga will seek the advice of its auditors to discuss the need for any provisioning,” it said.

Meanwhile, HLG Research said the worst-case scenario impact of the tenancy disputes was small, representing only 3% of FY07 pre-tax profit or 3 sen per share.

“We believe Tenaga shares are a low-risk, low-return investment. Pro-Tenaga policy changes are unlikely to occur before the elections in 1H08.”

HLG Research said it was negative on the Malaysian power sector, given poor domestic growth and dividend yield

cocoloco

TENAGA如果RM10。00
    CA就是RM 2。04

博的过

rulesan3

原帖由 _spring 于 12-10-2007 11:28 AM 发表


CB是CASH SETTLEMENT的，你不用给钱。。。
如果母股＝RM9.35
那么到时候你每股会得到 RM9.35-9.08＝ RM0.27 （再扣除一些手续费）

请注意：TENAGA-CB的conversion ratio 是2:1, 所以你要用双倍CB的股数，来换（母股－转换价）的现金。

若到时母股＝RM9.40：
两个股会得到 RM9.40-9.08＝ RM0.32
每股会得到 RM0.32／2 = RM0.16

[ 本帖最后由 rulesan3 于 12-10-2007 03:00 PM 编辑 ]

_spring

谢谢纠正。。。
不过对andycck来说是更大的打击了。。。

ahkeong82

事实太残酷了，也太黑暗了，

cocoloco

今天加码买TENAGA－CA 1.52 X 5000

cct2048

原帖由 cocoloco 于 23-10-2007 03:27 PM 发表
今天加码买TENAGA－CA 1.52 X 5000

买 3000 TENAGA－CA
陪你玩玩 ....

cocoloco

应为觉得公布业绩会大升和石油降价了

Iovecindy

原帖由 cocoloco 于 23-10-2007 04:05 PM 发表
应为觉得公布业绩会大升和石油降价了

几时公布公布业绩?