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TEKSENG (7200) : TEK SENG HOLDINGS BERHAD
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
13 Aug 2014, 06:23 PMPost #1
rolleyesAt present, the stock market has long engaged in solar-related businesses of the company,
4731 scientx rm 6.25
1007 amprop rm 1.28
7200 tekseng rm 0.465
In the global energy demand and prices have to rise, the future use of solar energy
Said the popularity and growth will benefit, so this is a big industry, as with growth
tekseng is owned by the production of such material, a) solar cell (solar cell)
b) solar module (solar modules)
Now just use a mere o.47 sen can participate in the solar business, I think it is worth,
Minimum value of the future of this company has rm 1.00
Individual estimates, out of conceit
asianbuffett
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Posts: 6
Joined: Jul 2014
25 Aug 2014, 12:01 AMPost #2
http://asianbuffett.blogspot.com/2014/08/tekseng-7200-sun-will-never-die.html

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
15 Aug 2016, 10:20 PMPost #3
yeah德成控股Tek Seng Holdings Bhd 7200 RM1.40 買进--

估计2016 eps=19 sen,pe=10,股价=rm1.90
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
15 Aug 2016, 10:20 PMPost #4
yeah德成控股Tek Seng Holdings Bhd 7200 RM1.40 買进--
1)
估计2016 eps=19 sen,pe=10,股价=rm1.90
公司loan为5889万,cash有2800万,依目前每季保守净利,想信一年后成净现金公司.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=T&securityCode=7200

http://www.tekseng.com.my/

http://klse.i3investor.com/servlets/stk/7200.jsp
2)取自TANTEEHEAN--
德成现有七条生产线,年尾加多两条,总产能将达到13 millions / month

Current production capacity of solar panel ( 7 lines ) = 5.6 millions / month
Future production capacity of solar panel ( 9 lines ) = 13 millions / month

Estimated revenue from solar panel on 2017 = 13 millions x 12 x $1.50 ( unit price of solar panel ) x 4 ( conversion rate )
= RM936 millions
Estimated Margin = 12%
Net Profit = RM112.32 millions

Estimated profit from PVC, PP = RM18 millions ( maintained as at 2015 )
Total = RM130.32 millions

No of share = 309 millins ( ignore warrant conversion )
EPS = RM130.32 / 309
= RM0.42 - 35% Minority Interest
= RM0.27
If PE = 10 ( conservative )
Estimated Share = RM2.70 ( 2017 )

当然,每一项投资都有风险,德成的风险包括美国干净能源政策,外汇,额外产能前期亏损,硅片价格走势,供需因素,等等。

3)
大马投资大师冷眼也出现在Tekseng2015年的年报里:(1200,000股份)
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
17 Aug 2016, 10:26 AMPost #5

回转了,迟疑将错过良机rm1.37,tekseng 前途好.智慧呀,收集机会,你看回之前的padini,gkent,gadang就行了.
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
02 Sep 2016, 03:19 PMPost #6
德成半年净利己达31m为2015年全年多,2016年全年净利肯定超过2015年的二倍多,股价一定爆发的,如2016年eps=15至17sen,pe=10,stock price=rm1.50-1.70
Sebie_Kelate
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Posts: 746
Joined: Dec 2016
07 Feb 2017, 11:08 PMPost #7

monthly,

Weekly.

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Sebie_Kelate
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Posts: 746
Joined: Dec 2016
12 Mar 2017, 11:24 AMPost #8

weekly

ONLINE coaching - Group Premium Student Mahersaham

Sebie_Kelate
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Posts: 746
Joined: Dec 2016
12 Mar 2017, 11:26 AMPost #9

daily

ONLINE coaching - Group Premium Student Mahersaham

Sebie_Kelate
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Posts: 746
Joined: Dec 2016
24 Apr 2017, 04:38 PMPost #10

Sebie_Kelate
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Posts: 746
Joined: Dec 2016
24 Apr 2017, 04:40 PMPost #11

zaharibj
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Posts: 2
Joined: Jan 2018
12 Jan 2018, 03:13 PMPost #12

bila nak jalan ya...

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
04 Dec 2019, 07:48 PMPost #13

http://kongsenger.blogspot.com/2019/12/tekseng-7200-rm032.html?m=0

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
05 Dec 2019, 05:34 PMPost #14

http://kongsenger.blogspot.com/2019/12/tekseng-7200-5122019.html

Ahairytrader
Member Star
Posts: 1
Joined: Jun 2020
15 Jun 2020, 01:11 AMPost #15

With the excellent FY2020 Q1 results announced on 12 June 2020, what's next for TEKSENG?

I've done up my first blog post with an in-depth analysis as follows:

https://klse.i3investor.com/blogs/ahairytraderblog/2020-06-14-story-h1508786110-TEK_SENG_7200_Sell_on_News_or_Limit_Up.jsp

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
25 Aug 2020, 07:31 AMPost #16

https://kongsenger.blogspot.com/2020/08/tekseng-7200-85.html?m=0

c2kc2k
Member Star
Posts: 39
Joined: Sep 2014
01 May 2021, 07:46 AMPost #17

这股要回来了,全年Profit margin有所改善

i4value
Member StarMember Star
Posts: 612
Joined: Aug 2020
01 Aug 2023, 09:58 AMPost #18

Since 2020, the ROE has been declining. The stock price has followed suit. I think the market is just being rational. So unless we see improved performance, I am not sure why the stock price should go up. 

1

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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