这两天看到早报连续两天刊登了对Centillion主席庄明桦的专访。Centillion的前身是做电子垃圾的Cityraya，前两年出事，老板跑掉了。后来，庄明桦和黄鸿年联手入股Cityraya，避免了清盘的厄运。复牌的半年多来，股价一直在14到17之间徘徊，交易量也比较温和。按庄明桦的说法，公司的业务已经转入正常运作。从行业来看，电子垃圾还是不错的，我们从自己电脑、手机等的更新速度就可以想见这种垃圾处理的需求。其实，最大的垃圾处理需求还是来自那些电子业的巨无霸，譬如诺基亚、摩托罗拉等。我想请大家注意的是庄家的操作手法，这样的专访感觉明显是要有所动作。所谓谋定而动，大户已经准备好了，造势只是第一步而已。庄明桦和黄鸿年都是精明的生意人，后者更是在融资和重组市场长袖善舞。在目前的大牛市当中，怎么能不让Centillion表现一下呢？何时启动、目标多少，我们无从所知，大家可以拿来当个案例，仔细体会庄家的手段。

说得有理, 个股值得关注.

希望以后蒸蒸日上!

谢谢!

虽然我们预料到庄家要动手了，但是庄家出手之快还是打了我们一个措手不及。 昨日（0601），Centillion在媒体造势的配合下，跳空高开于16，之后放巨量上冲17，全日在165展开激烈厮杀。尾盘在大盘回软的影响下，最终收于16，留下一条稍感遗憾的倒T线。 在目前这个时候，你可以选择进场，也可以一旁观望。不管怎样，我希望大家都能关注这支股票，全当是看一场大戏，看看主力庄家如何运作，看看机构之间怎样博弈，真的看明白了，我们离高手就近了。希望大家积极跟帖相关信息，包括公司信息、行业动态、机构评级等。 炒作，是股市永恒的主题。但是，炒作背后的股价变动的内在需求则是推动股价的终极动力。因此，当一种趋势（升或降）建立起来的时候，它一定会持续一段时间。如果运行正常的话（关键是大盘不出现重大调整），我们期望Centillian能够沿着16->20->22->26->29->...这样的升势运行一段时间。 当然，这个过程一定不是一帆风顺的，庄家一定会制造各种各样的麻烦。但是，只要这种升势确立了，我们坚信一切干扰都是暂时的。沉舟侧畔千帆过，病树前头万木春。

昨天（0604）Centillion发布公告，对上星期的媒体报道作了一番解释。我们应该怎样解读呢？由于昨日交易量缩减了70%，从庄家方面看，这疑似进二退一的招数。由于跟风盘太大，庄家可能会利用这个机会，首先清洗掉跟风的Contra盘，紧接着打压不稳定的持仓盘。庄家很清楚我们的持仓成本，也明白我们的止损点，所以一旦打压，将考验你的耐力。这个时候你一割肉，就上了庄家的当了。也许你应该坚持自己的风险控制纪律，但是如果这真是一个陷阱的话，千万不要固步自封。拿住、捂紧，不理会庄家的伎俩。大势既然是要拉高，我们就坐稳了。

Business Times - 06 Jun 2007
By LYNETTE KHOO

A NEW name, a new corporate culture and new shareholders - all these are resulting in a renewed business and potentially new contracts being secured. That's the message Centillion Environment & Recycling Ltd is sending eight months after its restructuring in October last year, when white knights Equation Corp (formerly Heshe Holdings Ltd) and businessman Oei Hong Leong brought the company out of judicial management.

The electronics waste recycler has since taken great pains to shed off its image as the beleaguered Citiraya Industries Holdings, the company that lost most of its clients since January 2005 in the wake of criminal investigations of some of its senior executives. Barely a month after taking over, the new management produced its first report card - a joint venture with the waste management arm of French-based environmental solutions provider Veolia Environnement, to process and recycle electronic waste materials in Singapore.

Centillion says this joint venture, called Centeonyx, is set to leverage on Veolia's strong European and Asian clientele network and will contribute 30 per cent of its group revenue by next year.

'Today the morale is a lot higher, people are looking forward. We have the French (partners) coming in to help us to run the whole JV, so things are turning on,' Centillion chairman Eddie Chng told BT recently.

He noted Centillion has since been 'busy hiring people, stepping up its standard operating procedures and redefining internal security control', to ensure there would be no repeat of the lack of internal checks that led to Citiraya's downfall.

Nevertheless, investors have yet to warm to the stock. Since its relisting last October after a 20-month suspension, the share price has fallen by some 85 per cent, as the market saw it as grossly overvalued and was unsure of the company's prospects. Currently hovering around 16 cents, the stock price is still way above the 0.84 cent that Equation Corp and Mr Oei paid for each Centillion share.

But there are enough fundamental reasons to believe why the new Centillion deserves a closer look. E-waste recycling is a global business with little seasonality. With product life cycles of digital devices getting shorter, the growing e-waste generated presents tremendous business opportunities for Centillion. In particular, it is keen to penetrate the markets of Europe and the United States.

In Europe, all 25 EU member states have legislated the mandatory take-back programme for the collection, recycling and disposal of waste electrical devices, while there is rising pressure on state governments in the US to legislate pro-environment laws promoting recycling. Certain states like Maine and California have implemented an advanced recycling fee, where the state government pays the recycler to clear e-waste.

These initiatives guarantee a steady and growing stream of e-waste for recycling. Centillion has revealed it wants to enter the US through partnerships with domestic recycling players, and is currently in talks with two US firms for potential joint venture or M&A. With a recycling plant in Wales, UK, it hopes to secure contracts in Europe by leveraging on Veolia's European network.

Centillion is also setting up a plant in Wuxi in China to capitalise on the growing e-waste tonnage generated from some rapidly growing Asian economies. The new plant is expected to contribute to group revenue in 2008.

With Centillion's operations being up and running again, the overhanging question now is when new contracts will start streaming in. Even with the macro-environment looking favourably for Centillion, is it able to win the uphill battle of persuading former customers to return to the fold?

For now, Centillion is still recycling e-waste from its own inventory. But it has recently started ramping up its recycling capacity in Singapore to raise it by 15 times to 6,000 tonnes per annum by the end of 2007, which suggests that it may be making headways in its talks with potential clients. The months ahead are crucial for Centillion as it seeks to secure an import licence from the National Environment Agency in four to 12 weeks to import e-waste for recycling.

Prudent investors may still want to wait and see if earnings visibility improves before chasing up the stock again. After all, it is unclear when Centillion may turn around financially. But recent disclosures by Centillion on its progress and future plans could be a harbinger of more good things to come.