【CBSTECH 交流专区】CBS Technology Berhad

hc.goh

還有.......  ?

wipower

0.95 x 18 粒放到完。。

“FD放一年利息3.5%, CBS現為RM0.94, RM0.10 股息為10.6%, 18 JAN 2008 派發, 只需兩個月.“
觉得有点押卖的感觉。。

brandbuster

上次說到還有...............
CBS有派發每股RM0.30現金的能力,現在只公佈RM0.10股息,估計短期內還有其他方式的回饋.拭目以待

hc.goh

cbs 又来鸟

Mr.Business

我将关于IPOWER的讨论分割出去(与【IPOWER 交流专区】合并 )，请大家在这里讨论CBS。谢谢。

brandbuster

再談談CBS. OSK最近對CBS前後發了兩份分析報告,但我覺得他們功課做的不足.所以也不想轉貼.
最新的報告把目標價定在RM1.30, 然後強調他們有造訪CBS老闆,得知CBS正在洽談幾宗海外大生意,快要敲定了.
對我來說,報告裡唯一對我有用的是關於30%土著配股的分析.他們得知CBS應該會分批和分時段的把30%股配出,理由是CBS要務色長期投資CBS的土著機構. OSK覺得SC應該不會反對,因為其他MESDAQ公司之前已有類似的先例.所以OSK估計2008年CBS只會配出大概18%的土著股,對股價的賣壓會有緩衝的幫助.如果真的如此,我之前的顧慮已經解除一半了.
今天CBS股價RM0.94,我還在持有....

brandbuster

General Announcement
Reference No CA-071212-55892  
Company Name : CBS TECHNOLOGY BERHAD (MESDAQ Market)
Stock Name  : CBSTECH
Date Announced : 12/12/2007


   
Type : Announcement
Subject : ACQUISITION OF A PIECE OF VACANT INDUSTRIAL LOT KNOWN AS LOT 5, JALAN TEKNOLOGI, TAMAN SAINS SELANGOR 1, KOTA DAMANSARA, SITUATED IN THE MUKIM OF SUNGAI BULOH, DISTRICT OF PETALING, SELANGOR

Contents :

1. INTRODUCTION

The Board of Directors of CBS Technology Berhad (“CBS” or the “Company”) is pleased to announce that Cyber Business Solution Sdn Bhd (“Cyber” or the “Purchaser”), a wholly-owned subsidiary of CBS, had on 12 December 2007 entered into a sale and purchase agreement (“SPA”) to acquire a piece of vacant industrial lot known as Lot 5, Jalan Teknologi, Taman Sains Selangor 1, Kota Damansara, situated in the Mukim of Sungai Buloh, District of Petaling, Selangor measuring approximately 131,203 square feet or 3.012 acres (“Land”) from Kiosk Commerce Sdn Bhd (“KCSB” or the ”Vendor”) for a cash consideration of RM6,297,744 (“Land Acquisition”).

Cyber was incorporated in Malaysia on 27 July 1996 as a private limited company under the Company Act, 1965. Cyber is primarily involved in providing and implementing Radio Frequency Identification (“RFID”) technology solutions, e-security solutions, e-procurement solutions and banking solutions.


2. DETAILS OF THE LAND ACQUISITION

2.1 Information on the Land

The details of the Land are set out below:-
Description of the Land : A piece of vacant industrial lot
   
Developer’s lot no. : Lot No. 5, Jalan Teknologi, Taman Sains Selangor 1, Kota Damansara, Mukim of Sungai Buloh, District of Petaling, Selangor
   
Individual title : Not issued yet
   
Individual lot no. : Not issued yet
   
Tenure of parent lot : Leasehold 99 years, commencing from the date of issuance of the individual title.
   
Land area : 131,203 square feet or 3.012 acres


2.2 Basis of arriving at the Purchase Consideration

The purchase consideration of RM6,297,744 for the Land Acquisition (“Purchase Consideration”) was arrived at on a willing buyer-willing seller basis after taking into consideration, amongst others the valuation carried out by the independent registered valuer, Messrs City Valuers & Consultants Sdn Bhd, using the Direct Comparison Method of Valuation which indicated that the market value of the Land is RM7,200,000 as at 30 November 2007.

2.3 Source of funding

The Purchase Consideration of RM6,297,744 shall be funded wholly by internally generated funds.

2.4 Information on the Vendor

KCSB was incorporated in Malaysia on 6 May 1999 as a private limited company under the Company Act, 1965 and the principal activity of the company is that of investment holding.

The Directors of KCSB are Chhoa Kwang Hua, Chhoa Kwang Yaw and Dera Otsubo.

KCSB is a wholly-owned subsidiary of Capital Decisions Sdn Bhd.

2.5 The original purchase price of the Land to the Vendor

The Land was acquired by the Vendor on 5 April 2005 at the purchase price of RM5,262,157.

2.6 Liabilities to be assumed

The Purchaser will not assume any liabilities arising from the Land Acquisition.

2.7 Salient Terms of the SPA

The salient terms of the SPA are as follows:

(a) The Land will be acquired free from encumbrances and with vacant possession.

(b) The Purchase Consideration will be settled fully in cash in the following manner:

(i) Upon execution of the SPA, the Purchaser will pay to the Vendor a sum of RM629,774.40 which shall constitute the deposit and in the event of the completion of the SPA as part payment towards the Purchase Consideration;

(ii) The remaining balance of RM5,667,969.60 (“Balance of the Purchase Consideration”) shall be paid by the Purchaser to the Vendor within three (3) months from the date of the SPA (“Completion Date”); and
(iii) In the event the Purchaser fails to pay the Balance of the Purchase Consideration on the Completion Date, an extension of one (1) month shall be granted to the Purchaser (“Extended Completion Date”) provided that the Purchaser undertakes to pay to the Vendor interest on the outstanding Balance of the Purchase Consideration at the rate of 10% per annum calculated on a daily basis from the Completion Date until such time when such Balance of the Purchase Consideration shall have been fully paid.

2.8 Risks in relation to the Land Acquisition

The Land Acquisition may be subject to general risks such as business risks and economic risks in Malaysia which could materially and adversely affect the financial and operating condition of CBS and its subsidiaries (“CBS Group”).

3. RATIONALE FOR THE LAND ACQUISITION AND PROSPECTS

The CBS Group plans to construct a new corporate office on the Land to house its existing business operation, a research and development centre and a new data centre for co-hosting services and CBS Group’s hosted application services such as e-procurement and supply chain management as well as to cater for the future business expansion.

The CBS Group has been operating in its own 3-storey shop office building since 1998. With the growing staff strength over the past few years, the existing 3-storey shop office building is no longer sufficient to accommodate the business operations of the CBS Group. Presently, the CBS Group rented an office space in two separate locations, one of which is in Technology Park Malaysia, Bukit Jalil and the other office is adjacent to the existing corporate office to resolve the existing space constraint problem. The proposed new corporate office will consolidate all the three offices in the separate locations to a single location which will enable the CBS Group to operate more efficiently.

The Land is located in an industrial park earmarked for modern and high technology industrial area that has excellent accessibility with close proximity to Kuala Lumpur and Petaling Jaya. The Land Acquisition will enable the CBS Group to own the Land and construct its new corporate office, research and development centre and data centre at a strategic location.


4. EFFECTS OF THE LAND ACQUISITION

4.1 Share Capital and Substantial Shareholders’ Shareholding

The Land Acquisition does not involve any issuance of new shares in the Company and therefore will not have any effect on the share capital and substantial shareholders’ shareholding of the Company.

4.2 Earnings

The Land Acquisition is not expected to have any material impact on the earnings of the CBS Group for the financial year ending 31 December 2007.

4.3 Net Assets and Gearing

The Land Acquisition is not expected to have any material effect on the net assets and gearing of the CBS Group.

4. CONDITIONS AND APPROVALS FOR THE LAND ACQUISITION

The Land Acquisition does not require the approval of the shareholders of the Company. However, the Company is required to send a copy of this announcement to the shareholders of CBS for information within ten (10) market days from the date of this announcement pursuant to Rule 10.05 of the Listing Requirements of Bursa Malaysia Securities Berhad for the MESDAQ Market.


5. DIRECTORS AND MAJOR SHAREHOLDERS’ INTERESTS

None of the Directors and/or major shareholders and/or persons connected to the Directors and/or the major shareholders of the Company has any interest, direct and indirect, in the Land Acquisition.


6. DIRECTORS’ OPINION

The Board of Directors of the Company is of the opinion that the Land Acquisition is in the best interest of the CBS Group.


7. ESTIMATED TIME FRAME FOR THE COMPLETION OF THE LAND ACQUISITION

Barring any unforeseen circumstances, the Land Acquisition is expected to be completed within three (3) months from the SPA date, and if required, Extended Completion Date of one (1) month as per Section 2.7 (b) (iii) above.


8. DEPARTURE FROM THE SECURITIES COMMISSION’S GUIDELINES FOR THE MESDAQ MARKET OF BURSA MALAYSIA SECURITIES BERHAD

The Land Acquisition is not subject to the approval of the Securities Commission (“SC”) and does not fall under the SC’s Policies and Guidelines on Issue/Offer of Securities (“SC Guidelines”) or any amendments thereof. As such the Land Acquisition has not departed from the SC Guidelines.


9. DOCUMENTS AVAILABLE FOR INSPECTION

The SPA and the valuation report are available for inspection at the Registered Office of the Company during normal office hours from Monday to Friday (except public holidays) at 312, 3rd Floor, Block C, Kelana Square, 17 Jalan SS7/26, 47301 Petaling Jaya, Selangor Darul Ehsan.


This announcement is dated 12 December 2007.

要注意了,CBS這幾年累積的三千萬現金已經用的差不多了. RM30,000,000 - RM10,000,000(每股RM0.10淨股息) - RM6,300,000(收購地皮) = RM17,000,000

剩下的RM17,000,000如果用來建公司大樓,應該沒剩了,可能還不夠,需要貸款.看來要刺激股價再升的話唯有靠其他利好因素了.

[ 本帖最后由 brandbuster 于 12-12-2007 10:21 PM 编辑 ]

阿S

这也不是什么大坏事，试想换成是你，除了满足30%土著问题，又要把现金派出去给他们，是你会甘愿吗？

brandbuster

我沒覺得是大壞事,但我認為它的三千萬用的差不多,那我期望短期內得到更多的現金回報機率降低許多. 哈哈,可是人算不如天算,計畫永遠趕不上變化,雖然短期內得到更多的現金回報機會不大,但是短期內的股價回報機率卻大大增加了,君不見CBS今天的 2 FOR 1 BONUS ISSUE 的建議公佈了嗎?

General Announcement
Reference No MM-071213-62543  
Submitting Merchant Bank : PUBLIC INVESTMENT BANK BERHAD  
Company Name : CBS TECHNOLOGY BERHAD (MESDAQ Market)
Stock Name  : CBSTECH
Date Announced : 13/12/2007


   
Type : Announcement
Subject : CBS TECHNOLOGY BERHAD (“CBS” or “Company”)
Proposed Bonus Issue of up to 52,731,130 new ordinary shares of RM0.10 each in CBS (“Bonus Shares”) on the basis of one (1) Bonus Share for every two (2) existing ordinary shares of RM0.10 each held in CBS (“CBS Shares”) (“Proposed Bonus Issue”)

Contents :

1. INTRODUCTION

On behalf of the Board of Directors of CBS (“Board”), Public Investment Bank Berhad (formerly known as PB Securities Sdn Bhd) (“PIVB”) wishes to announce that CBS proposes to undertake a bonus issue of up to 52,731,130 Bonus Shares, credited as fully paid-up on the basis of one (1) Bonus Share for every two (2) existing CBS Shares held at an entitlement date to be determined later by the Board.


2. DETAILS OF THE PROPOSED BONUS ISSUE

2.1 Basis and number of Bonus Shares

The Proposed Bonus Issue involves the issuance of up to 52,731,130 Bonus Shares to be credited as fully paid-up on the basis of one (1) Bonus Share for every two (2) existing CBS Shares held by the entitled shareholders of CBS whose name appear in the Record of Depositors at the close of business on an entitlement date to be determined later by the Board. Fractional entitlements of the Bonus Shares, if any, shall be dealt with in such manner that the Board in their absolute discretion thinks expedient and in the best interest of the Company.

As at 11 December 2007, the issued and paid-up share capital of CBS is RM10,051,266 comprising 100,512,660 CBS Shares and the number of outstanding options granted pursuant to the CBS employees’ shares option scheme (“ESOS”) (“Unexercised ESOS Options”) is 4,949,600.

The actual number of Bonus Shares to be issued may vary depending on the issued and paid-up share capital of CBS on the entitlement date after taking into consideration the 4,949,600 Unexercised ESOS Options that may be exercised on or prior to the entitlement date of the Proposed Bonus Issue.

The Company does not intend to grant any further ESOS options held from 11 December 2007 to the entitlement date.

The Proposed Bonus Issue is intended to be implemented prior to the proposed issuance of CBS Shares to Bumiputera investors approved by the Ministry of International Trade and Industry to meet the NDP requirement (“Proposed Special Issue”) which was announced on 30 August 2007 and approved by the SC on 1 November 2007.

2.2 Capitalisation

The Proposed Bonus Issue will be effected by way of capitalisation of up to RM5,273,113 from the share premium account of the Company.

Based on the Company’s latest audited financial statements as at 31 December 2006 and the unaudited quarterly report for the period ended 30 September 2007, the share premium account of CBS stood at RM5,732,937 and RM5,926,187, respectively, which are both sufficient to be capitalised for the implementation of the Proposed Bonus Issue. Pursuant to Rule 6.25(3) of the Listing Requirement of Bursa Malaysia Securities Berhad (“Bursa Securities”) for the MESDAQ Market, CBS will engage its auditors to confirm that the Company has adequate reserves to facilitate the Proposed Bonus Issue.

The Board confirms that the Company’s reserves required for capitalising the Bonus Shares are unimpaired by losses on a consolidated basis based on the latest audited consolidated financial statements as at 31 December 2006 and unaudited quarterly report for the period ended 30 September 2007.

2.3 Ranking of the Bonus Shares

The Bonus Shares shall, upon allotment and issue, rank pari passu in all respects with the then existing CBS Shares, save and except that the Bonus Shares will not be entitled to any dividend, right, allotment and/or other distribution, the entitlement date of which is prior to the date of allotment of the Bonus Shares.

2.4 Listing and quotation of the Bonus Shares

The Bonus Shares will be listed and quoted on the MESDAQ Market of Bursa Securities upon receiving the relevant approvals as disclosed in Section 5 below.


3. RATIONALE FOR THE PROPOSED BONUS ISSUE

The Proposed Bonus Issue will increase the Company’s issued and paid-up share capital to a level which would be more reflective of its existing scale of operations and assets employed, and to reward its shareholders for their continuous support to the Company by enabling them to have greater participation in the equity of the Company in terms of the number of shares held while maintaining their percentage of equity interests in CBS. The Proposed Bonus Issue is also expected to improve the liquidity and marketability of CBS Shares as a result of an increase in the number of shares available.


4. EFFECTS OF THE PROPOSED BONUS ISSUE

4.1 Issue and paid-up share capital

The proforma effects of the Proposed Bonus Issue on the issue and paid-up share capital of CBS as at 11 December 2007 is set out in Table 1.

4.2 Net Assets (“NA”)

The proforma effects of the Proposed Bonus Issue on the NA of the CBS and its subsidiary companies (“CBS Group”) are set out in Table 2.

4.3 Earnings

The Proposed Bonus Issue is not expected to have any effect on the earnings of the CBS Group for the financial year ending 31 December 2007 or the future financial years, except that the earning per share of CBS will be correspondingly reduced as a result of the increase in the number of CBS Shares in issue pursuant to the Proposed Bonus Issue.

4.4 Substantial shareholders’ shareholdings

The Proposed Bonus Issue will not have any effect on the substantial shareholders’ percentage of shareholdings in CBS as the Bonus Shares will be allotted on a pro-rata basis to all the shareholders of the Company. Accordingly, the number of Shares held by each shareholder will increase proportionately pursuant to the Proposed Bonus Issue.
4.5 Dividends
On 22 November 2007, a tax exempt interim dividend of 90% per CBS Share and interim dividend of 13.5% per CBS Share (less 26% taxation) for the financial year ended 31 December 2007 have been declared and payable on 18 January 2008.

The Board does not expect the Proposed Bonus Issue to have any material affect on the future dividend to be declared by the Company, which is dependent on the future profitability and cashflow position of CBS.

4.6 Gearing

The Proposed Bonus Issue will not have any effect on the gearing position of the CBS Group as the CBS Group does not have any bank borrowings based on the latest audited consolidated balance sheet of CBS as at 31 December 2006.


5. APPROVALS REQUIRED

The Proposed Bonus Issue is conditional upon the Company obtaining approvals from the following:
(a) Bursa Securities, for the listing of and quotation for the Bonus Shares on the MESDAQ Market of Bursa Securities;
(b) Shareholders of CBS at an extraordinary general meeting to be convened for the Proposed Bonus Issue; and
(c) any other relevant authority, if required.
6. DIRECTORS’ AND/OR SUBSTANTIAL SHAREHOLDERS’ INTERESTS

None of the Directors and/or substantial shareholders of CBS or persons connected to them has any interest, direct or indirect, in the Proposed Bonus Issue, save for their respective entitlements under the Proposed Bonus Issue for which all existing shareholders of CBS are also entitled to.


7. DIRECTORS’ STATEMENT

Having considered all aspects of the Proposed Bonus Issue, the Board is of the opinion that the Proposed Bonus Issue is in the best interest of the Company.


8. ADVISER

PIVB has been appointed as the Adviser for the Proposed Bonus Issue.


9. APPLICATION TO RELEVANT AUTHORITIES

An application to Bursa Securities for the Proposed Bonus Issue and the listing of and quotation for the Bonus Shares is expected to be made within three (3) months from the date of this announcement.


This announcement is dated 13 December 2007.

brandbuster

本來想在RM0.10淨股息的EX DATE前把我所有的CBSTECH賣掉,隨著2 FOR 1 BONUS 的建議公佈後,會考慮先把RM0.10袋袋平安,然後再決定要不要繼續持有,以接受配發的BONUS.

供參考.....

阿S

原帖由 brandbuster 于 13-12-2007 10:59 PM 发表
本來想在RM0.10淨股息的EX DATE前把我所有的CBSTECH賣掉,隨著2 FOR 1 BONUS 的建議公佈後,會考慮先把RM0.10袋袋平安,然後再決定要不要繼續持有,以接受配發的BONUS.

供參考.....

我本人不喜欢那些股价已经低於一块的还去发红股。道理是：低价股很难起的。
低价股都是一些没什么钱的散户在玩，一有margin就卖的；高价股一般散户玩不起，持票的都是够够力的人马，他们不卖股价都不易跌。

除非它在除权前上涨到一块多，红股后还至少保持现在这样价钱还不太坏。

己经很低价的股再分红股或是折细的，都不见得有什么好下场。

yusiang

这拆股的动作不懂是不是ftec/vun那班炒家转移战场的前奏?低价股容易炒。

brandbuster

請舉幾個類似例子,好讓我參考參考他們除權前後的股價走向,好做決定.謝謝.

阿S

原帖由 brandbuster 于 14-12-2007 05:18 AM 发表
請舉幾個類似例子,好讓我參考參考他們除權前後的股價走向,好做決定.謝謝.

例子是有，但是不好举。影响股价的因素很多，股价低（才几角钱那种）了还去分红/柝细是其中之一。

Palette 0005, Cheetah 7209，CNI 5104 .....
当然往上爬的也有：Success 7207, CBSTech (我自己讲的)

无论如何，万宗不离法，业绩好我就不相信他不起。

brandbuster

大股東EMIRATE INVESTING & DEVELOPMENT PSC, DUBAI 把CHIEF INVESTMENT OFFICER放進CBS的DIRECTOR BOARD 了.以中東財團的人脈和優勢,相信CBS要衝出東南亞,立足中東是指日可待了.不禁讓人想起THE STAR不久前把CBS和LCL相提並論的那篇報導,實在讓人無限遐想....

我決定領取31DEC2007的RM0.10淨息.然後繼續持有和觀望它的股價走勢,反正離派發1 FOR 2 BONUS的確實日子估計還有兩個月,我有兩個月時間決定拿不拿BONUS.

Change in Boardroom
Reference No CA-071213-63986  
Company Name : CBS TECHNOLOGY BERHAD (MESDAQ Market)
Stock Name  : CBSTECH
Date Announced : 14/12/2007


Date of change : 14/12/2007  
Type of change : Appointment
Designation : Director
Directorate : Non Independent & Non Executive
Name : Anthony Power
Age : 40
Nationality : American
Qualifications : Mr. Anthony Power holds master in Civil Engineering & Bachelors Degree in Mechanical Engineering from the State University of New York at Buffalo, U.S.A. He has attended several training programmes across the U.S.A. in finance and related areas.
Working experience and occupation  : Mr. Anthony Power is backed by 15 years of experience in key international markets such as Asia, Europe, the United States and the Middle East in business and funding and funding strategy. Prior to his appointment as Chief Investment Officer for Emirates Investment and Development PSC, Dubai, he was the Chief Operating Officer of SITA Internation for Malaysia, Singapore and Brunei and was later promoted to Country General Manager (Dubai) for SITA International from 2001 - 2003 .
Directorship of public companies (if any) : NIL
Family relationship with any director and/or major shareholder of the listed issuer : NIL
Details of any interest in the securities of the listed issuer or its subsidiaries : NIL

brandbuster

原帖由 brandbuster 于 12-12-2007 10:16 PM 发表
General Announcement
Reference No CA-071212-55892  
Company Name : CBS TECHNOLOGY BERHAD (MESDAQ Market)
Stock Name  : CBSTECH
Date Announced : 12/12/2007


   
Type : Announcement
S ...

現在看回之前的帖,必須承認我的股票知識和分析能力還不及格.之前以為公司派發紅股的資金只能來至於以下:
- 累積的營利現金
- 庫存股
CBS 的 BONUS ANNOUCEMENT 讓我知道原來還可以來自SHARES PREMIUM ACCOUNT里的錢.好在之前的誤解沒造成太大傷害.
另外今天又思考了一下,認為CBS老闆派發紅股不失為牢控股權的招數.
由於建議中的BONUS是不把即將發出給土著的30%配股包括在內,也就是說那30%額外的土著股東將不獲得這次的BONUS.
如此一來,土著配股後對EMIVEST,CBS老闆和現在所有的股東股份的DILUTION會來得少.因為他們的股份會先相對土著的股份,膨脹1.5倍.(是相對,不是絕對)
以上對我說是好事,之前擔心的土著的賣壓會因這BONUS執行而沖淡許多,好事一宗.
分析的不對的話,請大家指教.

[ 本帖最后由 brandbuster 于 16-12-2007 10:06 AM 编辑 ]

loong81

brandbuster

原帖由 brandbuster 于 16-12-2007 09:52 AM 发表


現在看回之前的帖,必須承認我的股票知識和分析能力還不及格.之前以為公司派發紅股的資金只能來至於以下:
- 累積的營利現金
- 庫存股
CBS 的 BONUS ANNOUCEMENT 讓我知道原來還可以來自SHARES PREMIUM AC ...

http://biz.thestar.com.my/news/story.asp?file=/2007/7/12/business/18280269&sec=business

就是這篇THE STAR報導把CBS和LCL做了一些比較,在最後一段,帶出無限遐想....

[ 本帖最后由 brandbuster 于 16-12-2007 10:26 PM 编辑 ]

Mr.Business

摘录自<CBS Technology 突涨30%>

原帖由 dique 于 9-7-2007 08:48 PM 发表
CBS Technology 突涨30%

新手报道请多多指教。

有谁买进 CBS Technology (0041) 吗？

听说目标价：RM1.50

上个新期 0.65 买进 30Lot, 过后几天观察在0.73 买进20Lot

今天突涨30%,看来还不错... Today closing 1.070

有大大能够分析一下吗? 我是打算在1.20下车...

原帖由 弹煮 于 9-7-2007 08:57 PM 发表
起到太突然，怕承受不住。
建议楼主先套利，等价格稍低时再买入。

原帖由 dique 于 9-7-2007 09:04 PM 发表
也有浆的想法,过去几天的closing都只是涨3-6仙...之前都知这是投机股了.

谢谢回帖!

原帖由 弹煮 于 9-7-2007 09:08 PM 发表
如果可以的话，套利之后不要再回头望。
我看他的过去成交量小到可怜，你也不想抱着不放，想卖却找不到买家的地步。

原帖由 dique 于 9-7-2007 09:20 PM 发表
请问,
如此看来,是否有人在大炒把它推到目标价?

原帖由 弹煮 于 9-7-2007 09:29 PM 发表
我给不到答案。
不过我有预感这间公司的老板很快就要去证监委员会喝茶了。

原帖由 tss125 于 9-7-2007 10:11 PM 发表
朋友在0.40+时叫我买不过我没买。。 0.50时又没买。。 0.65 时才买了50粒。。少赚了很多。。唉！！！
这间公司的现钱太多，快要发dividend了。
朋友说目标价是在2.00。。希望是真的。。

原帖由 dique 于 9-7-2007 10:58 PM 发表
我是听我老板说的,他的朋友认识CBS的人,说是1.50....
所以就进少少....但是突如其来的0.25仙都不知是好还是坏...

原帖由 brandbuster 于 9-7-2007 11:21 PM 发表
總的來說,這一次的漲潮有兩個原因:
1.公司手上現錢(包括SHORT TERMASSET)超出規定的總資產70%,被納入GN2,必須在12月內呈上建議,如何應用這筆錢,不排除回饋股東. THE EDGE在上星期有專題分析這事件, 還估計可得到不少過RM0.20 的SPECIALDIVIDEND,該分析還估計股價可上到RM0.90(今天股價RM1.07,已超出).
2.根據路透社消息,某國際財團相上這公司,要大量收購股份,成為策略性夥伴.先知先覺者開始進票,造成股價在上揚.

1.者千真萬確, 2.呢也差不多浮出檯面,今天該公司就已公佈上週五一筆25,000,000股(公司的四分一股份),涉及大股東賣出的超大場外交易.買方和交易價不詳,是不是國際財團再過幾天自有分曉.

至於2.會不會在來日再推高股價呢?那就取決於該宗交易的買方身份被證實後,會否被市場視為商界"呂不韋",相上了奇貨可居的"贏異人"了.敬請期待.

我不太投機,但以上1.有點投資成分,所以我之前買了一點.

原帖由 brandbuster 于 10-7-2007 07:26 AM 发表
昨晚提到要收購CBS的國際財團身份已揭曉,根據星洲日報10/7/07報導,買家為阿聯酋投資及發展公司(EMIVEST).報導還預測買家將會協助CBS拓展海外業務,因此大大刺激CBS股價上揚.

是否該套利了?還看今朝...

原帖由 brandbuster 于 10-7-2007 08:36 AM 发表
The Star 今天也有報導EMIVES-CBS的交易.

The Star, Tuesday July 10, 2007

Emirates Investment buys stake in CBS
DUBAI: Emirates Investment and Development has acquired a 25% stake inradio frequency identification (RFID) specialist CBS TechnologyBhd.  However, the Dubai government-owned investment company did notreveal how much it paid for the stake.   With this acquisition,Emirates Investment is now one of the substantial shareholders ofMesdaq-listed CBS.  Emirates Investment said in a statement yesterdaythat CBS would work closely with the investment company to furtherpenetrate and explore the potential business growth into the MiddleEast and European countries.  CBS manufacturers RFID tags that are usedin supply chain management to track and identify goods.   The companyhas anticipated further expansion in its export market, which currentlycontributes less than 10% of its business.  The company has hinted thatfurther investment was likely, stating that it would “activelyparticipate and contribute towards the future growth of CBS.”  ChairmanButi Saeed Al Ghandi said: “If you had to pick up just one technologythat could really make a difference to businesses, it would have to beRFID.  “This strategic partnership is indeed a positive move for bothparties and certainly proves that CBS is on the right path towardsachieving its goals.”  CBS chief executive officer Sun Chee Kongbelieved Emirates Investment's vast networks and active participationin the company could elevate to the next level in competing with globaltechnology and solution leaders.  Yesterday, shares in CBS touched a52-week high of RM1.12 during intra-day trading before closing atRM1.07 for a gain of 25 sen, or 30.49%, on a volume of 14.6 millionshares.

原帖由 dique 于 10-7-2007 09:08 AM 发表
哇，
酱的话今天就可能还会涨呢。。。
但是开市就下滑了。。。

原帖由 brandbuster 于 10-7-2007 09:34 AM 发表
個人覺得短期內的利好消息已全曝光,自己還是先套利為妙.
今早股價下滑時,把所有手上CBS在1.02賣出,賺進65%.

原帖由 dique 于 10-7-2007 09:36 AM 发表
remiser说，CBS老板开会后。。。在把手上的股买掉。

原帖由 brandbuster 于 10-7-2007 10:11 AM 发表
老闆有沒有賣,今晚http://www.bursamalaysia.com查的出來,身為小股東的我會儘量避免道聽途說.

有趣的是,雖然EMIVEST和CBS老闆交易價沒向媒體發佈,但根據mjcua的"每日場外交易"信息,(詳情見http://chinese5.cari.com.my/myfo ... page%3D1&page=2), 6/07/2007的那筆CSB 25,000,000股場外交易正是屬於EMIVEST和CBS老闆的交易,交易價是多少?

RM0.75 !!

我不是叫你賣或繼續持有CBS,但我們要先問問自己當初買入CBS的意圖是投資或投機,是中短或長期? 然後再參考RM0.75這兩大股東都認可的價錢,做出持有或賣出的決定!

P.S. 感謝mjchua的＂每日場外交易＂信息，至少它提供了我一些大股东不愿让我知道的信息．谢谢

原帖由 dique 于 10-7-2007 10:22 AM 发表
我下车了。。RM0.995, 当初是投機罢了。。。

原帖由 弹煮 于 10-7-2007 12:56 PM 发表
下得好！给股市的赢家一个掌声鼓励！

brandbuster

感謝版主貼上CBS的舊帖.看回我之前針對CBS的發表,一路走來,心情和信念始終如一.很多之前聽來的消息,分析的結果,現在都一一得到驗證.

CBS大老闆在11月27日執行了266,800 SHARES OPTION, 另外其中一位DIRECTOR在11月26到28日在股市買入23,000股.這些都是在公佈BONUS ISSUE前的事,君子愛財,無可厚非....