2018年7月11日星期三

Dsonic-wa 5216wa德达飞讯憑单投资。






http://datasonic.com.my/welcome/
a)http://www.klsescreener.com/v2/news/view/392919
b)

Maintain BUY with TP of RM1.20

We retain our BUY call with a lower DCF-derived TP of RM1.20 (from RM1.45) (WACC: 5.1%, g: 0.5%). Our TP implies FY19E PE of 20.2x and 18.2x in FY20E. We believe this is fair as its c.RM700m order book provides visibility of up to FY23F.
Source: BIMB Securities Research - 1 Jun 2018
c)Datasonic: Unit gets extension of pioneer status. Datasonic Group said the pioneeer status of its wholly-owned unit, Datasonic Smart Solutions SB, has been extended for another five years. This group said the subsidiary’s statutory income from approved activities is thus exempted from tax during the period which took effect on May 18, 2017 and ends on May 17, 2022. Datasonic said the extension will contribute positively to the financial results of the group. (The Edge)
Source: PublicInvest Research - 5 Apr 2018
d)Insiders actions:
1) Chew Ben Ben   holding 13.8% and 11.6% (Latest as 11/7/ 2018) of direct and indirect stake respectively.
2) Abu Hanifah bin Noordin remains the largest shareholder with 15.1% of direct interest.
3) Top 10 largest shareholders included Lembaga Tabung Haji, Phillip Capital Management Sdn. Bhd., CIMB-Principal Asset Management (S) Pte Ltd, and Public Mutual Bhd.
 http://klse.i3investor.com/blogs/DSONIC5216/149017.jsp

e)2017-5-29 
【直播】《谈股论金》松大资本集团 Grandpine Capital
Datasonic Group Berhad
Mr. Chew Ben Ben
Deputy Managing Director

f)



周志鸿

(吉隆坡24日讯)德达飞讯(DSONIC,5216,主板贸服股)目前订单企于8亿令吉,有信心未来可增至超过13亿令吉。


营运总监周志鸿接受媒体访问时指出,该公司之前订单为13亿令吉,并交付了5亿令吉,希望可以很快获得护照聚碳酸酯(Polycarbonate)的延长合同,届时将对外公布。
他点出,目前订单8亿令吉,足以该公司忙碌3至5年。
“今年会继续从政府手中新增订单,我们很有信心,接下来的几个月可以继续取得新合约,提高订单数量。”
EMV信用卡进军印尼
在业务扩展方面,周志鸿称,德达飞讯将以联营方式在坦桑尼亚拓展业务,预计今年将开始整个项目的合作和执行。
“距离正式投运,我们还需要6至9个月时间。”
至于印尼,该公司与印尼国家印刷财团公司(PNRI)合作,计划在2021年将智慧型EMV带到印尼市场,并提供相关的基建解决方案。
“这将会是印尼第一次采用EMV信用卡。他们发现,德达飞讯是能够协助他们采用这项技术的供应商。”
他指出,印尼现在有1亿张信用卡发行量,将全部汰换为EMV信用卡。


http://sharesinfo4u.com/archives/category/股票新闻库/dsonic-5216
--公司于2018年1月订单企于8亿令吉,可穩定贡献净利至2023年。
--31/3/2018的库存为3421万。
--现金为3159万。
--借贷为1.42亿。
--7/6/2018的30大股东共持74.8%,
约10亿股,公司总股数为13.5亿股。




个人功课,不建议買卖,投资自负。