從ＬＣＬ事件看ＫＮＭ危機【ＫＮＭ假帳破綻】－第15頁

chookf

原帖由 蚂蚁小弟 于 4-2-2009 03:28 PM 发表
那么你有没有想过，有可能不是KNM用Borsig来骗人
而是根本就是Borsig把KNM给耍了？

你去看看Borsig的历史吧，一家在19世纪刚建立就制造 ...

你說的也有道理！
但是我認為，ＫＮＭ收購Borsig已經約超過９個月了！

Borsig是蟲是龍，沒有理由不清楚，
但是看ＴＨＥ　ＳＴＡＲ的採訪，ＫＮＭ的ＣＥＯ還說Borsig怎樣為ＫＮＭ帶來貢獻的話．．．

因此我認為，應該不是Borsig把KNM给耍了，而是KNM用BorsigＡ錢！
要不為何當收購Borsig的事件發生後，
那些外資好像逃命般把ＫＮＭ的股票賣掉！

蚂蚁小弟

就好象一些买了烂股的人不肯cut loss一样，KNM的CEO也不可能对外说他给人搵笨了。
而外资一看到KNM买Borsig就连跑带跳的撤离，更可以看出他们知道Borsig有问题而KNM看不出。
更何况，KNM怎么用Borsig来A钱呢？KNM收购了Borsig后，到底怎么A钱呢？
KNM只不过是想利用M&A的方式来增加盈利而已，这不是A钱，而是许许多多公司曾做过的事。在corporate世界里，只不过是一种维持公司成绩单的手段。算不上什么A钱的。何况在外资大量撤退的当下，KNM的头头们更A不到半分。

因为小弟没一直追踪，问一下KNM是不是之前有个大股东大量减持？
是的话，更能显出是KNM被Borsig搵笨了，这个大股东在过后才看出来。

蚂蚁小弟

有看Batman DarkKnight吗？
Bruce Wayne特地叫香港仔过来，说要收购他的公司，用意就是能够更仔细的看到他公司的帐目。
可惜，现实不是做戏，KNM只有在收购后，才能够更仔细的看到Borsig的情况。

蚂蚁小弟

另外还有一个问题
你一直说KNM用Borsig来A钱，那到底怎么A?
你都会说公布收购后外资都在丢，那靠收购来炒股A钱的方式就不成立了
利用Borsig来美化KNM的基本面的话，那其实很多人也会算他到底用了多少本益比去买Borsig。而不会算的那些人，会这么容易上当吗？更何况有外资抛售在先，谁要接手埋单？

最后做冤大头的，好像是EPF。
可是，EPF花了的钱，占EPF的portfolio的多少巴仙？
以EPF在PBBANK之类的高股息股，债券等等每年所得到的股息来比较，它所花的那比钱即使writedown掉去，它多久就可以靠其它入息翻本？

chookf

蚂蚁小弟，
我記得你看過Borsig的歷史．．．

說．．．曾经是德国第一家制造火车的公司（都說曾經，現在肯定不是囉）在一战和二战时期，是为德军制造武器的公司
不过，这家公司三番四次面临危机而进行多次重组
最后一次重组是2006年

而ＫＮＭ收購ＢＯＲＳＩＧ的時候，其網站提供了大約３年簡短的業績，裡面有營業額數據，而ＢＯＲＳＩＧ在2006年有重组．．．通常公司都是面對大問題時才重组的．．．．．

依據德國的宏觀經濟環境，通常都不利工業的．．．只有少數例外，
誰相信ＢＯＲＳＩＧ會在２００７年以後脫胎換骨，咸魚翻生的例子很少的．．．．

而ＫＮＭ在大約２００７－２００８年開始收購正在重組的ＢＯＲＳＩＧ．．．．

ＢＯＲＳＩＧ是什麼貨色，是蟲是龍？
大家大概心理有數吧！

chookf

蚂蚁小弟，
我記得你看過Borsig的歷史．．．

說．．．曾经是德国第一家制造火车的公司（都說曾經，現在肯定不是囉）在一战和二战时期，是为德军制造武器的公司
不过，这家公司三番四次面临危机而进行多次重组
最后一次重组是2006年

而ＫＮＭ收購ＢＯＲＳＩＧ的時候，其網站提供了大約３年簡短的業績，裡面有營業額數據，而ＢＯＲＳＩＧ在2006年有重组．．．通常公司都是面對大問題時才重组的．．．．．

依據德國的宏觀經濟環境，通常都不利工業的．．．只有少數例外，
誰相信ＢＯＲＳＩＧ會在２００７年以後脫胎換骨，咸魚翻生的例子很少的．．．．
而ＫＮＭ在大約２００７－２００８年開始收購正在重組的ＢＯＲＳＩＧ．．．．

ＢＯＲＳＩＧ是什麼貨色，是蟲是龍？
大家大概心理有數吧！

8years

如何A可以参考马来西亚政府怎样卖proton的augusta。和马来西银行如何买进印尼银行。

还不相信？？用3千万来买进我的公司，我告诉你我们如何winwin

chookf

蚂蚁小弟，
我記得你看過Borsig的歷史．．．

說．．．曾经是德国第一家制造火车的公司（都說曾經，現在肯定不是囉）在一战和二战时期，是为德军制造武器的公司
不过，这家公司三番四次面临危机而进行多次重组
最后一次重组是2006年

而ＫＮＭ收購ＢＯＲＳＩＧ的時候，其網站提供了大約３年簡短的業績，裡面有營業額數據，而ＢＯＲＳＩＧ在2006年有重组．．．
通常公司都是面對大問題時才重组的．．．．．

依據德國的宏觀經濟環境，通常都不利工業的．．．只有少數例外，
誰相信ＢＯＲＳＩＧ會在２００７年以後脫胎換骨，咸魚翻生的例子很少的．．．．

而ＫＮＭ在大約２００７－２００８年開始收購正在重組的ＢＯＲＳＩＧ．．．．

ＢＯＲＳＩＧ是什麼貨色，是蟲是龍？
大家大概心理有數吧！

蚂蚁小弟

8years兄，你的win-win嘛，那个我也会，新年前和你谈的，我会继续follow up。到时我们也来win-win

chookf

ＫＮＭ的股價會從高峰下跌到如此爛的地步，
其實一點都不奇怪！

你們只要看回過去ＫＮＭ的盈利成長紀錄，
都以超過５０％以上的速度成長．．．

這就是它股價會跌到如此爛的前因！
一間公司如果時常以超過50%的盈利成長好幾年，
９０多％沒有好下場！

這其實裡面暗藏學問的



【黑＠證券說】http://ckfstock.blogspot.com

chookf

你還學不乖！我早就對你愛理不理。你還有時不時來煩我。表面說客氣話，文字暗藏針刺人。
虛偽，陰險！你當我是傻瓜，看不出啊？難怪你講話那麼愛耍嘴皮子！

早知道你是這種人，十足後悔當初花這麼多時間歉你不要投機。惹小人上身！

你是該罵的！

人家問你citigroup $3++ USD, 你认为还会起吗？

你怎麼回答？
投机：<$4 就可以考虑了
投资：<$6

你想害死人啊！一點責任感也沒有！
你根本連美國公司的實際狀況是什麼都不清楚就胡亂給人意見。
難怪你講話那麼愛耍嘴皮子！

我已經這麼久不想理你！對你的話我可以避免回應就儘量避免。

頂你不順就直接嚴厲叫你不要再煩我。你我是雞同鴨講！
已經說了好幾次了！你還學不乖！還再來！還拿針刺我！

我沒你那麼虛偽和言詞尖酸陰險及繞圈子。
我要麼不說，要說就直接！

像你這樣搞股票，短期好運大賺，長期看死你會賠光！
你這種玩法，了解股市運作的人都會知道結果的。

看回你自己買的股票，只有１個是賺錢！
從你買進的股票來看，你選對股的成功率還不到１／１０。
不過你好運些！正好美國出現技術性反彈。要不然你死的更利害！
為什麼我说我投机一定会失败。
是你的成功率告訴我的。
是１００多年來投機成功率的歷史告訴我的。
投機發達的機率還低過中大彩！


不過你最多是賠光！
這裡有一個學你的人，恐怕要跳樓了！（名字不便公佈）
你還真害人不淺。

我也不喜歡和虛偽陰險的人有往來。

ＭＹ１聽到我說令他不順的話就罵我，我都沒真動怒，至少他沒做作，你我就會！
因為你聽到我說令你不順的話就記下心，表面客氣卻暗地扎針。
你以為我看不出啊？

我之前罵你的帖子，因為覺得語氣稍重些才刪除部份。
我不會理你實際上有無看到原文，你不必特地說是Ｋ男給你的。

如果Ｋ男自動給你代表他是煽風點火，
但我不會說Ｋ男，我還是ｓｈｏｏｔ你！
你以為我不知道你特地說出Ｋ男名字那小算盤嗎？

我還是罵你！不罵Ｋ男！
因為你夠虛偽陰險。不要在我面前玩這招！
記住！不要再煩我了！

8years

等你好消息

悶蛋

原帖由 chookf 于 4-2-2009 01:52 PM 发表
我唱衰過的有：
KNM，BHIC，LCL，FTEC，GDEX，KINSTEL，RCECAP，GENTING，RESORTS，CITIGROUP．．．
全部沒有好下場！

ＩＯＩ，ＣＯＭＭＥＲＺＥ呢？
我可不是為唱衰而唱衰，也沒有能力兼顧１０００多支股票． ...

别的我不知道，但是这两支在若干年后再创高峰又怎么说？

chookf

其實，如果依照一般慣例，
我發現ＫＮＭ的帳目，審計，收購ＢＯＲＳＩＧ令人疑惑。

為了保險起見，我應該這麼說：－

ＫＮＭ的帳目令我疑惑．．．．．．
我看不懂ＫＮＭ的帳目．．．．．．
收購ＢＯＲＳＩＧ的交易很奇怪．．．．．．
審計師的審計功夫沒有作足．．．．．．

如此類似等等．．．
這樣比較圓滑，婉轉些．．．

不過我又不代表任何團體，也不是公眾人物，
在INTERNET還這麼多顧忌幹什麼？
所以我直接說，ＫＮＭ有作假帳！
充其量嫌疑很大！

我唱衰ＫＮＭ是對事不對人；
不過難免還會間借打到人則非我所願。
好了！等ＫＮＭ的最新財報出了再說。

【黑＠證券說】http://ckfstock.blogspot.com

chookf

【ＫＮＭ假帳破綻】
ＫＮＭ股價重跌後，雖說是熊市，但是一直股價沒反應，
報紙也很少再有推薦ＫＮＭ的文章，其實是有原因的。

要了解真相，就看ＫＮＭ最新的財務季報，這裡簡單說明一下。

---------------------------------------------------------------------------
ＫＮＭ累積２００８年９個月的財務數據：
---------------------------------------------------------------------------
Net profit    Property, plant and equipment   回報率(%)
253,709　 617,535　　　　　　　　 ４１％（2.43年收回PPE本錢）
---------------------------------------------------------------------------
Net profit    有形資產淨Equity                回報率(%)
253,709　 219,878　　　　　　　　１１５％（不到１年收回股東投資本錢）

---------------------------------------------------------------------------
這麼超級高的回報率背後含有什麼深意，你們自己去想吧？

這種一看就知道是－作－假－帳！

還沒收購Borsig前還好，
一收購後反而將穿在ＫＮＭ身上的金玉衝掉，
赫然發現裡面原來是敗絮其中。

財務造假做的過度誇張，反而沒人相信！
中國的籃田控股也是這樣的。

雖然所謂股票專家蠢材很多，但是他們也不是白痴！
只有ＥＰＦ這白痴才會買ＫＮＭ。

【黑＠證券說】http://ckfstock.blogspot.com

klagigi

http://malaysianshares.blogspot.com/2009/01/knm-group-berhad-facing-insider.html

http://malaysiafinance.blogspot.com/2009/01/whats-shaking-knm.html

klagigi

http://malaysianshares.blogspot.com/2009_01_01_archive.html

Monday, January 5, 2009
KNM Group Berhad. 13,000,000 Units Accumulated by EPF.
Early in the morning I have posted some article about KNM (written by Mr. Dali). What I disagree about that this thing shouldn't be mention at all if there is nothing to support the statement that Mr. Rock mention. Here was his comment that he left on Mr Dali article in Malaysian Finance Blogspot. I think I need to answer some of his question if you all don't mind. It might be true and it might be wrong also. Just make your judgement.

The Rock has left a new comment on Mr Dali post "What's Shaking KNM":

I have been following KNM since early 2006. Made some small money. Recently I reviewed it again and asked around - what's happening to the price? Well the inside news is a total shock to me. No analyst or newspaper have a clue to what is really happening in the company or to its financial backers.

While it's probably not going to be a Transmile, but the people (a few of them, not just one) who have dealings with KNM advised me to stay away from the company.



One of the worse thing that happened to them was that the promoter's strongest financial backer decided to pull the plug ! That's is when u see the share price started to crash ! It has nothing to do with foreign funds. This is a local guy.

Jackie Lee : Point no.1 - Share price started to crash? This is nonsense. If we check on all the share prices, there are many counters facing the same situation since July 08 until now ever since the KL Composite started to move downtrend. KLK from as high as RM 19.00 drop to RM 7.00 in six months, would you call they are facing some problems ?

Second is KNM overpaid for Borsig. When a PE firm sells you something you got to ask WHY WHY WHY ? It was done at almost the peak of the oil cycle. Any acquisitions done in 2007 or even 2006 will be costly to the buyers. Look at Rio Tinto now trying to swallow their USD38 bil debt for buying Alcan ! It can actually bring down Rio if they can't get refinancing or the economy gets worse from here.

Jackie Lee : Point no. 2 – Who will know when you done a transaction it was at its peak of oil cycle. I think during that time most of us never knew that oil prices will reach USD 147 per barrel in July 08 and drop until USD 35 per barrel in December 08. This is what we call business. Sometime you win, sometime you lose. Right at this moment the global financial crisis just only started. It is only 4 months old. Would there be any problem during this short time of period for Borsig ?

The 3rd point is I was told KNM is linked to a political figure whose fortune has taken a turn for the worse since the March 8 general election. This point is related to the first point.

Jackie Lee : Point no. 3 – You was told KNM was linked to a political figure. Can I ask you a question, did any of the project that has been awarded to KNM has been taken back since March 8 general election. Political figure is easily to get some contract. Without the political figure I don’t think it is a problem for them because we must remember that the government’s is still the Barisan Nasional not Pakatan Rakyat.

Don't ask me to reveal the names of the no.1 and no.3 guys. If you think what I say here is credible - good. If not - it's your problem. I have bought Transmile shares before it crashed and suffered massive losses when the fraud was announced. Lesson learnt : when in doubt - don't touch.

Jackie Lee : You brought Transmile share during their share prices are higher. I think probably at RM 10.00 to RM 12.00, so it not a surprise if you suffer a lost at this level. KNM Group Berhad at RM 0.40 to RM 0.45 per share what do you expect ?

They are so many other clean stocks/companies to buy/invest. Why bother with a stock just because it was the darling of the analysts, whom none have had business dealings with KNM !! My sources are people who actually have had dealings with them. It is not based on newspaper or desktop analysis. You need to have an inside track in the current crisis before you jump in and put your money at risk. The low tide will expose more fraud.

Jackie Lee : Market is going for a trend reversal and EPF is accumulating the shares. 13,000,000 unit. I think EPF is wiser in making any decision in terms of their investment. KNM also lauching a share buy back programs at about RM 0.40 to RM 0.70 per share. Now their treasury share is about 36,290,200 units. At RM 0.40 over cents still cannot buy for short term play ?

MY advise - wait for a few more months and see if any more funny business surfaces. No point trying to jump in now hoping to catch at the bottom when we just don't know where and when is the bottom ! Just trying to be helpful...caveat emptor.

Jackie Lee : Because of this unreliable source or rumours, it has hamper many player to go in and make some profit out of it. This is a share market and anything can happen. I didn’t blame on The Rock for leaving a comments to Dali’s. He is just trying to give his concerns over KNM. It is just that RM 0.40 to RM 0.45 is indeed very cheap and if the counter went up to RM 0.70, it would be so disappointed that we were left out from this upwards bandwagon.



Today KNM Group Berhad share prices close at RM 0.48 per share.


Posted by Jackie Lee at 10:55 PM 5 comments

[ 本帖最后由 klagigi 于 6-2-2009 02:13 PM 编辑 ]

ThermoFisher

JPMorgan终于都把手头上的LCL清完了。。。

7177    LCL    LCL CORPORATION BHD

Notice of Cessation of Substantial Shareholder (29C)

Particulars of Shareholder 39 Name : JPMorgan Chase & Co NRIC/Passport No./Company No. : n/a Nationality/Country of Incorporation : United States Address: 111 Polaris Parkway, Columbus, Ohio 43240 United States Descriptions (Class and Nominal Value): Ordinary Shares of RM0.50 each Name and Address of Registered Holder: HSBC NOMINEES (ASING) SDN BHD for J.P. Morgan Whitefriars Inc. No 2 Lebih Ampang 50100 Kuala Lumpur Details of Changes Date of Notice : 03/02/2009 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 29/01/2009 Disposed 7,356,900 -[/td] Circumstances by reason of which change has occurred: The decrease in interest is a result of securities disposed in the market. J.P. Morgan Whitefriars Inc. is a member of the J.P. Morgan group of companies and their ultimate holding company is JPMorgan Chase & Co. Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 0 shares Remarks: N/A Submitted By: Carmen Loo

03/02/2009   12:31 PM

老散一名

无花

散兄教训得是....渐愧