【VINVEST 0069 交流专区】 (前名 VIVOCOM)

johorphang

End-Day Review & Analysis 11 July

VIVOCOM rebounded strongly on fresh retail and speculative buying and settled the day at its best level in 9-days.

Prices advanced to close 1.5 sen higher at 25.5 after having ranged from  24.0 to 26.0 sens.

Volume was 30.18 M shares with buyers going on the offensive by booking sellers on 80.7%
of the trades.

VIVOCOM is now on a bullish-rally mode.
The very powerful trend -tracker Quantitative Algorithm has given the buy-signal after being stuck in sell-mode for the last eight weeks.

This is confirmation of the fact that prices have finally reached their decline-lows and are now poised for a very meaningful technical recovery.

This is a very significant and powerful indication that this stock has entered into a trend-reversal phase and has room for further upside recovery.

The big question now is What is next?

Technical traders would normally want to seize the moment to enter into position around the 25.0-26.0 levels in anticipation of prices moving into the 28.0-29.5 levels in the immediate term.

The Quantitative Algorithm signal is in bullish-divergence and called for more price  upside in days ahead.

tayumkilau

发红股咯。。。

johorphang

End-Day Review & Analysis 12 July

VIVOCOM eased in late-trading dampened by a mild round of profit-taking selling and settled unchanged at 25.5 sen.

Overall volume dipped to 26.90 M shares and indicated positive cash flow with buyers hitting sellers on 64.6% of today's trades.

Market-talks that after market closes today, Vivocom will announce Bonus Issue 1 Bonus share for every 4 existing, help support prices.

Today is the third-day of the technical rebound  and prices are expected to stabilize around the 24.5-25.5 levels in coming sessions.

The Quantitative Algorithm signals settled the day positive and signaled the the recovery rally is still intact.
http://mrem.bernama.com/viewsm.php?idm=27128

Tony-Pua

强化资本基础及回馈股东 怡丰国际拟4送1红股
经济新闻
13/07/201619:09
http://www.kwongwah.com.my/?p=168031

（吉隆坡13日讯）怡丰国际控股有限公司（VIVOCOM，0069，创业板）向大马交易所呈上的文告表示，拟派发高达8亿7031万1821股红股，派发比例将以4股现有股票获赠1股红股。若股东们在除权日期仍持有股票，那么他们将可获派送红股，不过除权日期尚未决定。

怡丰国际控股执行董事朱升进表示：“上述4送1方式的红股派发活动是对于所有股东们的回馈，以感谢他们给予公司的支持。而这些忠诚的追随者有很大部分是在还未演变成怡丰国际之前的INSTACOM集团就一直伴随着我们。”

为各方面带来助力

根据朱升进，该企业活动也将有助于强化怡丰国际控股的资本基础，并且在无需增加股本权益百分比的情况下，扩大公司现有股东们所持有股份。

当然，这也将进一步推动怡丰国际控股在大马证券交易所的交易流动性，以及鼓励投资者们更积极参与交易活动，同时也扩大公司的机构投资者们所涵盖的股东基础范围。

反映公司真正水平

另一方面，朱升进指出：“派发红股也将有助于推动我们的已发行及缴足股本的增长，以达到更能反映公司业务规模及资产的真正水平。”

据了解，怡丰国际控股目前乃是创业板上市公司中最大的一家，其市值约为8亿3549万令吉。

怡丰国际控股集团所涉足的领域包括了建筑业、制造业以及电信业，而该集团目前所持订单额超过14亿令吉。

投资者兴致不减

值得注意的是，怡丰国际控股的股东基础已经由截至2月19日的1万2255名跃升至目前的1万5000名，意味着针对该公司股票的购买欲不仅持续强劲，同时也正日益增长。

怡丰国际控股于7月13日中午休市时，报收于25.5仙，对于逢低买入的投资者们应当有着极大诱惑，特别是鉴于上述派发红股的建议。

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) BONUS ISSUES
Description	VIVOCOM INTL HOLDINGS BERHAD ("VIVOCOM" OR "COMPANY") (FORMERLY KNOWN AS INSTACOM GROUP BERHAD)PROPOSED BONUS ISSUE OF UP TO 870,311,821 NEW ORDINARY SHARES OF RM0.10 EACH IN VIVOCOM ("VIVOCOM SHARE(S)" OR "SHARE(S)") ("BONUS SHARE(S)") TO BE CREDITED AS FULLY PAID-UP ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY FOUR (4) EXISTING VIVOCOM SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED BONUS ISSUE")
On behalf of the Board of Directors of Vivocom ("Board"), RHB Investment Bank Berhad ("RHBIB") wishes to announce that the Company proposes to undertake a bonus issue of up to 870,311,821 new Vivocom Shares to be credited as fully paid-up on the basis of one (1) Bonus Share for every four (4) existing Vivocom Shares held on an entitlement date to be determined later ("Entitlement Date"). Further details on the Proposed Bonus Issue are set out in the attachment enclosed. This announcement is dated 12 July 2016.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5145949

Attachments Vivocom_Announcement_Final.pdf

johorphang

怡丰国际
总执行长去留注目
2016年7月14日
http://www.enanyang.my/news/20160714/怡丰国际br-总执行长去留注目/

分析：联昌国际投行
目标价：78仙

最新进展

怡丰国际（VIVOCOM，0069，创业板）建议，以4送1比例送出红股。

一旦获得股东同意，上述建议预计可在两个月内完成。该公司上次派送红股的举动，是在去年10月。

行家建议

我们对怡丰国际派送红股的建议不感意外，因管理层在公布首季业绩时已稍有暗示。

对流通量不高的股项而言，派送红股可以推高散户对该股的购兴，不过，怡丰国际并没有这方面的问题。

在目前26亿股的股本中，其中有57%是在市面上自由流通的股票，该股更频繁地出现在10大热门股的名单中。

目前，投资者的焦点是总执行长拿督斯里杨雄木的去留。

针对此事，我们认为，公司理应厘清并解决该不稳定因素，因外界对杨雄木可能提早退休一事，出现许多揣测。

该股股价已从22.5仙的技术支撑点回弹，我们维持78仙的目标价格。

johorphang

End-Day Review & Analysis   13 July

VIVOCOM bullish price momentum sustainable...

VIVOCOM remained firm in the noon session and trended higher following a late wave of strong buying to close at a nineteen-day high of 27.0, up 1.5 sen from previously.

Today's large volume of 79.19 M shares was the highest last seen in mid-May 2016.

News of the bonus issue and general expectation of an attractive 2Q PAT number attracted many investors to jump back into the bandwagon.

Today's performances is technically viewed as a very constructive chart development.
And is considered as a classical case of price and volume breakout confirmation.

Prices closed at their 19-day and recovery-highs and volume surged to their three-month high today. (please  see chart).

Forward looking, prices are expected to move higher in a gradual manner to initially test the 28.5-29.5 levels.

When these overhead resistance are successfully vaulted, we are expecting prices to extend on its upward bullish momentum, perhaps to retest the 31.5-32.5 levels before the 2Q results.

The very reliable Quantitative Algorithm trend-tracker is now calling a screaming-buy, a clear indication that the   upward trend would persist.

johorphang

End-Day Review & Analysis 14  July

VIVOCOM finished the day one sen lower after lackluster trading on very light selling volume n mild profit taking activities.

Total volume for the day dropped to 15.60 M shares from 79.19 M shares a day earlier.

The bulk of today's trades were at 26.5 sen where 9.35 M shares were traded.

Buyers was the aggressor, taking sellers on 6.41 M shares and sellers gave 2.73 M shares to buyers.

Trade Distribution volume . Buyers took sellers 50.7%.  Sellers gave buyers 49.3%.

Volume distribution shows that buyers were the aggressors taking sellers on 7.48 M shares.

With sellers now reserved following news of the impending share bonus issue and fresh buying-interests developing, prices are seen to be in a consolidation phase.

The Quantitative Algorithm signal are still in bullish divergence and indicated that the upward trend is intact.

johorphang

Mid-Day Review & Analysis 15 July

VIVOCOM traded in thin volume in the morning session with prices caught within the confines of yesterday's range of 27.0-26.0 sens and settled unchanged at 26.0 sens.

Total volume was low at 13.75 M shares.
Sellers appeared to be on the offensive due to weekend book-squaring activities, giving 54.2 % of total trades to buyers.

Much of the morning volume was centered at 26.5 sens where 11.45 M shares changed hands.
Volume  Distribution was quiet even with sellers giving 6.13 M shares to buyers and buyers took 5.31 M shares from sellers.

At this stage of the upward trend, there are some important technical developments that traders and investors need to monitor.

Volume over last one-and-a-half days has dropped drastically compared to the extremely high volume of  79.19 M shares of 13 July

This glaring technical setting  is actually telling us some very vital trading information if we take the trouble to look at it.

Since the news of the Bonus Issue, prices advanced with high volume. It was case of speculators taking small profits while the smart-money took the opposite side.

The present low-volume scenario is clear evidence that the short-term profit-taking has ended and now traders are not keen to sell in anticipation of higher values ahead of the Bonus Issue and 2Q results.

The Quantitative Algorithm signal remains in positive divergence and indicated the upward cycle is still very much intact.

johorphang

End-Day Review & Analysis 15 July

VIVOCOM rebounded from  an intra-day low of 25.5  following a small wave of liquidation selling and closed the week firm and unchanged at 26.0 sens.

Total volume for the day increased marginally to 32.58 M shares.

Overall volume distribution shows that sellers were the more aggressive lot, giving 67.8% of total trades to buyers.

Bulk of today's volume were done from 26.0-26.5 levels with a minor volume of 29.6 M shares.

Prices consolidation is expected to continue into early trading next week where the prospects of a price hike is probable.

The Quantitative Algorithm signal ended the week constructive and shows that the upward momentum is strong.

icy97

怡丰否认杨雄木辞CEO职

2016年7月19日
（吉隆坡18日讯）怡丰国际（VIVOCOM，0069，创业板）董事部，否认公司联合总执行长拿督斯里杨雄木或会提早退休的传言，并表明杨雄木会继续留任总执行长职位。

早前，《The Edge》引述消息指出，杨雄木对于辞去总执行长的信念相当决绝，仅等待向董事部递上辞呈。

怡丰国际和中国铁建股份有限公司（CRCC）有策略伙伴关系，是后者的内部承包商和项目交付伙伴（PDP），其中，杨雄木是和中国铁建接洽的主要关键人物。

杨雄木是在去年11月2日，受委为公司联合总执行长，和前任总执行长龚世情并任。他在建筑领域拥有逾37年丰富经验，主要职责为领导公司的建筑业务。【e南洋】

Type	Announcement
Subject	OTHERS
Description	RUMOURS OR SPECULATIONS REGARDING DATO SERI DR. YEOH SEONG MOK ON HIS PURPORTED INTENTION TO RESIGN OR RETIRE FROM THE COMPANY.
VIVOCOM INTL HOLDINGS BERHAD (formerly known as INSTACOM GROUP BERHAD) ("VIVOCOM" OR THE "COMPANY") We refer to our announcement dated 27 June 2016 and the recent news articles pertaining to rumours or speculations regarding Dato’ Seri Dr. Yeoh Seong Mok on his purported intention to resign or retire from the Company. The Board of Directors (“Board”) would like to deny such rumours and speculations and wishes to clarify and confirm that Dato’ Seri Dr. Yeoh Seong Mok shall remain as the CEO of the Company, and that he has no intention of leaving the Company as reported in the press. The Board takes note of its obligations under the listing requirements on timely disclosure of material developments and will make the necessary announcements of such pertinent matters accordingly. This announcement is dated 18 July 2016.

johorphang

End-Day Review & Analysis 1 Aug 2016

VIVOCOM performed brilliantly following its price and volume break-out with an impressive upward-thrust to close the day at its rally-highs of 29.0, up 1.5 sens from previously.

Renewed buy-interests and bullish enthusiasm linked to ideas and market-talk that VIVOCOM prices are extremely under valued based on the improving fundamentals and technicals, helped stimulated fresh investors interests.

Today's volume of 69.09 M shares is the highest in eight days.

Volume Distribution analysis shows that  buyers were the aggressors today as they booked sellers on 63.3% of the total trades.

A higher-than-normal volume accompanied by an upward price break-out from its technical "descending- triangle' configuration is a very constructive development that calls for more advances in the coming sessions.

Today's close at the upper tail-end of the trading range  at 29.0 sen is a positive signal that all eager profit-taking selling volume were fully absorbed.

Traders may find it difficult to enter buying trades if they were to bargain too hard especially on this up and running stock.

In these kind of scenario, I would always book the sellers offer price.

The big-question confronting traders and investors now is this :

What's Next?

My technical crystal-ball is pointing to an immediate price-target at 34.5-35.5 levels for the very short-term.

In the intermediate term, the prospects of prices trending higher to re-test and punching above its historical-highs at the 37.0 sens and establish new historical-high are very real now. Pls see chart.

The very effective Quantitative Algorithm trading signal ended the day with its 'screaming-buy' call intact and suggested further price advances in sessions ahead.

Any student of market analysis would conclude after looking at the closing today that this bullish rally would sustain and expand.

Below 30c is still a safe bet!

QA on screaming buy mode

johorphang

Mid-Day Review & Analysis 2 Aug

VIVOCOM fluctuated on a wide 1.5 sen range and closed the morning at 28.0 off 1 sen from previously.

Light profit-taking selling and stale-long unwinding  aided in dampening the positive underlying.

Prices trended from
29.0 to 27.5 sen on a very low volume of 27.76 M shares.

Review of the volume distribution shows that trading was quiet balanced this morning with buyers taking sellers on 50.4% of the trades.

Technically, we are
witnessing a minor pause following yesterday volume and price breakout.

This situation would likely be short-lived before the fresh bullish momentum returns and lift prices off from  the 27.5-28.5 levels.

The Quantitative Algorithm is still in positive mode and indicated that the underlying strength of VIVOCOM is still intact,

johorphang

Quantitative Algorithm still constructive as today weaker sentiment just a temporary phenomenon n small retracement presents opportunity to collect.

VIVOCOM End-Day Review & Analysis
2 Aug
VIVOCOM takes a small breather....

VIVOCOM finished the day fractionally lower after being caught in tight band trading the entire day.
Prices settled one sen lower at 28.0 sen after a very late-wave of moderately active selling.

Very light profit-taking selling and some stale-bull liquidation has caused prices to stagnate.

Despite the moderately active  selling, buyers easily absorbed all selling pressure today.

Total volume dwindled to 44.89 M shares compared to 69.09 M shares a day ago.

Sellers were seen to be the aggressors when they booked buyers on 64.1% of today's trades.

With trades having traded from 27.5 to 29.0 level, much of the trades were centred at 28.0-28.5 levels where 42.57  M shares changed hands.

The current technical setting continues to show that the upward price momentum is still intact  and prices has more room to move on the upside.

The penetration of the 28.5-29.5 resistance level in the next few sessions would signal the resumption of the upward rally.
Meanwhile, the Quantitative Algorithm signal stayed in bullish-divergence at close and indicated that the bullish cycle has not ended yet.

johorphang

Mid-Day Review & Analysis 4 Aug

VIVOCOM closed the morning session slightly higher after light trading and settled at 28.0 Sen, up half a sen from previously.

Total volume stood at 13.93 M shares with trades centred at 28.0 sen  where 13.75 M shares changed hands.

We are now seeing some bargain-hunting buying after a mild rebound after yesterday's weakness.
The 27.5-27.0 levels remains an important chart-support for the immediate term.
The overall trend and sentiment is expected to stay constructive as long as these technical-base are not violated.

The Quantitative Algorithm signal finished the morning positive and indicated that the upward momentum has returned.

johorphang

End-Review & Analysis 4 Aug

VIVOCOM finished the day half a sen higher at 28.0 sens after very quiet trading ahead of its 2Q profits results due for release later this month.

Prices found buying-support at 27.5 and ranged traded from 27.5 to 28.5  sens.

Daily volume declined to 17.97 M shares with sellers taking buyer's bids on 61.6% of today's transactions.

Technically, the manner in which prices held itself on moderately low volume over the last three days around the 29.0 to 27.0 levels is indication of the firm and solid underlying strength of VIVOCOM.

From a quantitative algorithm perspective, it now appears that traders and investors are awaiting fresh bullish impetus and incentives to jump into market.

One strong incentive that could trigger this action would be prices breaking above the most-recent rally highs of 29.5 sens.

The Quantitative Algorithm signal ended mildly bullish and confirmed that the positive upward momentum is still intact.
http://www.businesstoday.net.my/ ... -to-shine-brightly/

johorphang

Type	Announcement
Subject	OTHERS
Description	VIVOCOM INTL HOLDINGS BERHAD ("VIVOCOM" OR THE "COMPANY") (Formerly known as Instacom Group Berhad)- JOINT COLLABORATION OF VIVOCOM ENTERPRISE SDN BHD WITH SENI PROSPEK SDN. BHD FOR THE CONSTRUCTION OF APPROXIMATELY 377 ACRES KNOWN AS BANDAR TASIK AMANJAYA (THE PROJECT) HELD UNDER PT183716 TO PT183726 AND A PORTION OF LAND TO BE ALIENATED (REZAB TALIAPI DAN SUNGAI), MUKIM BELANJA, DAERAH KINTA, PERAK DARUL RIDZUAN (THE LAND).
1. INTRODUCTION The Board of Directors (“the Board”) of Vivocom is pleased to announce that on 4 August 2016, Vivocom had vide its subsidiary company, Vivocom Enterprise Sdn Bhd (“VESB”), entered into joint collaboration agreement (“JCA”) with Seni Perspek Sdn Bhd (“SENI”). Through the JCA, VESB is appointed to be the turnkey contractor for the development of Block A3 (measuring approximately 53.54 acres) and Block E11 (measuring approximately 12.48 acres) consisting of four (4) phases with a minimum total of 4,032 units of residential units to be built. 2.1 SALIENT TERMS OF THE JCA The salient terms of the JCA include, amongst others, the following:- 2.1 Proposed Development SENI has been appointed as the developer to develop the Land via development rights agreement dated 13 June 2016 made between SENI and Menteri Besar Incorporated of the Perak State Government (“MBI”), 2.1.1 Subject to the terms and conditions of the JCA, SENI will appoint VESB as the turnkey contractor and grants VESB the rights to construct, develop and complete phase 1 of the Project located in Block A3 with the irrevocable option to construct, develop and complete any and all of the remaining phases 2 and 3 located in Block A3 and phase 4 located in Block E11 of the Development based on a provisional contract value of RM189,504,000 (Ringgit Malaysia: One Hundred Eighty Nine Million Five Hundred and Four Thousand Only) (the “Contract Sum”) per phase, only with a maximum variation of 5% thereto for each phase of the Project. The project duration for each phase is 36 months and the phases may run concurrently. 2.1.2 SENI shall use its best endeavours to assist and liaise with the relevant authorities, and where so required execute or caused to be executed all relevant documents, for the procurement of all approvals, consents, authorisations, licences and permits required pursuant to the Project, including but not limited to the development order(s) and building plans for the Project, change of land use, conditions and restrictions attached to the Land 2.1.3 SENI shall undertake the marketing, sales, negotiation, liaising and procurement of end purchasers for all Units in the Project at its own cost and expense without liability to VESB. 3. SOURCES OF FUNDS The cost and outlay by VESB as the turnkey contractor to implement the Project will be financed by way of internally generated funds and/or bank borrowings, as and when required. 4. FINANCIAL EFFECTS Barring unforeseen circumstances, the Project is expected to contribute positively to the future earnings of Vivocom. 5. INTERESTS OF DIRECTORS, SUBSTANTIAL SHAREHOLDERS AND/OR PERSONS CONNECTED None of the directors and/ or substantial shareholders and/ or persons connected to the directors and/ or substantial shareholders of Vivocom have any interest, whether direct or indirect, in the Project. This announcement is dated 4 August 2016.

icy97

订单持续增加‧VIVOCOM盈利看俏

（吉隆坡4日讯）VIVOCOM公司（VIVOCOM，0069，创业板科技组）的合约订单有望在2016财年第四季增加至39亿令吉，加上赚幅稳定和资产负债表改善，分析员看好该公司2016/17年盈利将稳健增长。

MIDF研究表示，VIVOCOM的工程订单从2015年第四季的24亿令吉增加37.5%至33亿令吉，展望未来，估计其订单将在今年第四季进一步增加至39亿令吉（增长18.0%）。

“我们预期VIVOCOM在2016年可赢得约9亿5000万令吉的工程合约。”

该行认为，VIVOCOM可保持约10%赚幅，因其建筑合约的资本密集度低，同时其手上的现金水平共2300万令吉，有充足财务空间以争取所投标的大型计划。

该公司的建筑营收稳健，占其营运收入的约80%，至于Neata铝业贡献约10%稳定收入。

VICOCOM的股本升高至25亿股，但该公司正处于成长期，因此管理层选择透过发股集资而非借贷。其加权平均资本成本（WACC）高达7.4%（建筑指数成份股平均为5.8%），显示它高度依赖股票融资。

MIDF研究认为7.4%仍是合理水平，一些业者甚至高达7.7%至8.5%。

“为了解决此问题，管理层已表示考虑将股票合并，因订单稳定及正等待转主板上市，可能是在2017财年第三季。”

该行也观察到，VIVOCOM管理层正专注于加强公司基本面，例如来自营运的现金流（CFO）从2014年的370万令吉增加135.5%至2015年的870万令吉，营运赚幅从9.3%改善至12.25%，以及股东基金从1亿6750万令吉增加96%至3亿2940万令吉。

MIDF研究保持“买进”评级，目标价59仙，该股近期在卖压下走低，该行认为这将属短暂，目前价位带来买进机会。

文章来源：
星洲日报‧财经‧报道：李勇坚‧2016.08.04

johorphang

johorphang

Mid-Day Review & Analysis 5 Aug

VIVOCOM opened higher on news of a fresh RM 756 million project in Tronoh, Perak, but the move fizzled as fast as it started on renewed selling from stale-bull liquidation and profit-taking activities and finally ended the morning at 28.5, up half a sen from previously.

Trades ranged from 29.0 to 28.0 on a moderate volume of 28.40 M shares.

Majority of the trades were executed at 28.5 where 15.76 M shares changed hand with sellers throwing down to buyers 10.79 M shares.
At 28.5 sens, 9.80 M shares were traded with sellers giving to buyers 9.35 M shares.

Sellers clearly took the offensive role the entire morning and they gave 70.90 % of total trades to buyers bids.

The icy-reception to the bullish news and general ideas among traders that it was a non-event, encourage them to unwind positions.

The noon session would provide fresh clues as to direction of the immediate price trend.
We have to see if the bulls could display a more bullish character in view of the latest positive fundamentals.

The Quantitative Algorithm signal remained in positive divergence at close and signaledfurther sideways to higher trading.

johorphang