【TRANMIL 7000 交流专区】金鹏

hmjj

TRANMIL （part of the Tan Sri Kuok group） 是一间赚钱的公司，因为audit出问题导致股票大跌......是一个买进的大好机会......别错过!




......................................


敬请要投资的股友耐心等候........
价格还在往下跌，现在先观察一阵。

等到股价持续往上升而不再跌时才进场。

P/S: 今天把讨论主题改了:“都是TRANMIL惹的祸”

[ 本帖最后由 kitkatlow 于 30-11-2007 08:33 AM 编辑 ]

ocean_1307

any more detail on this company ?
wat it involve in?who is the big boss? wat really happen
to this company today ?
any news?

colorwind

JP Morgan Cuts Malaysia Transmile To Underweight;Tgt MYR6.25

hmjj

马来西亚首富Tan Sri Robert Kuok & Family旗下公司。
Tan Sri Robert Kuok & Family own 40.18% OF PPB GROUP, PPB GROUP own 19.46% of Transmile. (Refer to Star BizWeek News dated Feb. 10, 2007)

Its direct wholly owned subsidiaries include Transmile Air Services Sdn. Bhd., which is engaged in the provision of air transportation and related services and dealing in aircrafts, aircraft parts and equipment; Transmile Management Sdn. Bhd., which is engaged in the provision of management services; Transmile Spares Sdn. Bhd., which is engaged in dealing in aircraft parts and equipment; Transmile Air (SPV) Ltd is a special purpose vehicle to undertake the issue of the United States Dollar (USD) denominated syndicated term loan, and TGB (SPV) Ltd is a special purpose vehicle to undertake the issue of the USD denominated convertible bonds.

More details refer to http://finance.google.com/finance?q=TRANSMILE+GROUP+BHD&hl=en

hmjj

Wher you got this news??

Orochimaru

没钱了，给GENTING锁住了， 如果月尾没有动静打算cut loss了，等了一个月很sien

colorwind

原帖由 hmjj 于 8-5-2007 01:22 PM 发表
Wher you got this news??

Invest Asia Online

siaolee2000

可以将整篇文章放上来吗？

money4me

原帖由 colorwind 于 8-5-2007 01:13 PM 发表
JP Morgan Cuts Malaysia Transmile To Underweight;Tgt MYR6.25

MYR6.25 ????  now is still RM9.45 ++ ........ 股票 .....股票

hmjj

大家请注意!
大家请注意!
没错，JPM Cuts Transmile To Underperform;MYR6.25 Target .
大家请注意!
........

hmjj

08-05-2007: Transmile opens limit-down

Transmile opened limit-down at RM9.10 on May 8 when its resumed trading after announcing its unaudited group financial results for the year ended Dec 31, 2006 were in doubt.

At the start of trade, it fell 30% or RM3.90 to RM9.10. There were 36,500 shares done.

In the first half-hour of trade, there 3.44 million shares done at prices ranging from RM9.10 to RM10.90. At 9.30am, it was trading at RM9.40, down RM3.60 or 27.7%.

Transmile said on May 7 a special audit had been commissioned to look into the matter. The company may further delay the submission of its audited financial statements for 2006 because of a shortfall in evidence to support its accounts.

The logistics company had said its auditors, Deloitte & Touche were “unable to obtain relevant supporting documentation from the management on certain transactions relating to the trade receivables and related sales and additions to property, plant and equipment so as to satisfy themselves on the fairness or validity of those transactions.”

“Consequently, the board has concerns as to the reliability of the unaudited consolidated results announced on Feb 15, 2007,” the company added.

amigoamigo80

原帖由 colorwind 于 8-5-2007 01:13 PM 发表
JP Morgan Cuts Malaysia Transmile To Underweight;Tgt MYR6.25

RM13 变 RM6.25 ?

hmjj

奇怪，我刚刚看过JP MORGAN网站的评价仍然是OW MS19.40 (Overweight)

...............

想知道更多有关JP Morgan的评价可以游览以下网址:
https://mm.jpmorgan.com/disclosures/company/cmp_G-2-503407-4.html

hmjj

奇怪，我刚刚看过JP MORGAN网站的评价仍然是OW MS19.40 (Overweight)

...............有可能还没UPDATE吗?...????????????

想知道更多有关JP Morgan的评价可以游览以下网址:
https://mm.jpmorgan.com/disclosures/company/cmp_G-2-503407-4.html

千子莲

TQ. Buy liow 9.60

amigoamigo80

i buy 5 lots RM9.70

hmjj

GOOD LUCK TO YOU!

pcmont

i will buy at 9.5
wait it drop!!!

aven

8/5/2007 CLOSE AT PRICE $10.00, DROP $3.00
-30% in one day!

明早还可以卖进！

hmjj

08-05-2007:

Transmile hits limit down on opening bell (Updated)

Transmile Group Bhd’s share price hit limit down at the opening bell yesterday after the company revealed that its unaudited group financial results for the year ended Dec 31, 2006 announced on Feb 15 were in doubt.

However, the counter recovered slightly to close near a two-year low of RM10, a drop of RM3 from last Friday's closing price of RM13, with 26.86 million shares done. The counter was traded at prices ranging from RM9.10 to RM10.90.

The selldown on Transmile shares and also the cautious Asian markets also weighed down Bursa Malaysia. The KLCI lost 10.61 points to 1,354.67 on a turnover of 1.43 billion shares valued at RM2.55 billion as declining counters beat advancers 730 to 208.

Several research houses had downgraded the counter after Transmile said on Monday that it might further delay the submission of its audited financial statements for 2006 because of a shortfall in evidence to support its accounts. It has commissioned a special audit to look into it.

In Monday's announcement, the logistics company had said its auditors, Deloitte & Touche were “unable to obtain relevant supporting documentation from the management on certain transactions relating to the trade receivables and related sales and additions to property, plant and equipment so as to satisfy themselves on the fairness or validity of those transactions.”

Meanwhile, JP Morgan Securities Malaysia had downgraded Transmile to underweight due to earnings credibility issue.

“With the checks and balances of sales as well as cash spent under question, and the inability to get any answers from management, we downgrade our recommendation to UW (underweight) and remove the stock from our Asia Analysts’ Focus List,” it said.

It added that the move to call for a special audit implied audited earnings differed by more than 5% from the initial results. It said a 5% restatement of earnings was the best-case scenario.

CIMB Research said the tone of Transmile’s announcement on Monday, “suggests that it is something serious and material”.

It noted that Transmile’s unaudited revenue rose to RM989.3 million in FY06, an increase of RM453.2 million from the RM550.1 million in FY05. However, trade receivable balances more than tripled from RM111.1 million in FY05 to RM381.2 million in FY06.

CIMB Research, however, kept its forecasts, neutral call and end-2007 target price of RM15.60, based on an unchanged forward price/earnings multiple of 18 times.


http://www.theedgedaily.com/cms/ ... a-f4216000-5b09de2f