在这做小小记録, 公司2015年第一季或于五六月公佈的季報简阅, 只做快速參考之用, 绝无投資价值, 呵呵。。。真真假假, 儍儍分不清楚, 自爽篇~ :P
2015-10-20 10:12
MMC每股4.40令吉私有化NCB, MMC機構（MMCCORP，2194，主板貿服組）宣佈出價每股4令吉40仙或總額11億526萬令吉，向國民投資公司（PNB）和公共信託有限公司（Amanah Raya）收購NCB控股（NCB，5509，主板貿服組）約53.42%股權，過後將以同樣每股4令吉40仙強制全面獻購NCB控股剩餘股權。一旦完成全購，NCB控股將除牌。
點看全文:http://biz.sinchew.com.my/node/1245082015-10-16, the edge
Star Media Group Bhd 宣布，以150万美元（约626万令吉）收购Li TV控股私人有限公司的其余49%股权, Li TV是一家联营公司，主要业务为经营与播放英语生活电视频道 “激励人生”（Life Inspired），此频道在亚洲地区播放。Star Media持有Li TV的51%股权，而Juita Viden持有其余的49%股权。
2015-10-15, the edge
IHH医疗保健（IHH Healthcare Bhd）位于中国成都的首家三级医院预计在2017年下半年开业。以及鹏瑞利房地产控股私人有限公司（Perennial Real Estate）达至一项租赁协议，在成都的鹏瑞利国际医疗健康中心经营一家拥有350张床位的三级医院。 IHH目前在中国已有11家医疗中心，包括在成都的医疗中心。除了中国以外，IHH在香港也经营一家医疗中心。此外，IHH正在香港打造一家拥有500张床位的鹰阁香港医院（bedGleneagles Hong Kong Hospital），预计在2017年初开业。
2015-10-15, the edge
联昌国际（CIMB Group Holdings Bhd）主席拿督斯里纳西尔在英国伦敦获颁Asia House亚洲企业领导人大奖（Asia House Asian Business Leaders Award），此奖项旨在表扬个人对经济成就、卓越专业表现、领导能力，以及对社会服务的整体贡献。
Dated 25th Jun 2015
-Asiapac-developer, less development land, Amigo Mall will general positive income, recently just reevaluate it amigo mall & retained earning are one time increased. (share issued:992.429M/market Cap:248.107M, paid up Cap:198.485M, last quarter revenue: 230.312M, PE 0.66, , share price closed@RM0.250)
-Cuscapi-pos system, waiting for China new contract confirmation, once confirm then will perform better in future, another rights issue might occur during next few quarter (share issued:433.53M/market Cap:80.57M, paid up Cap:43.55M, last quarter revenue:51.99M, PE negative, , share price closed@RM0.185, 2014 Annual Report shown total 64.52% on 30 shareholder, top 4 shareholder-Transight System Sdn.Bhd 15.32%, Halley Asian Prosperity (Fund)8.6%, Her Chor Siong 6.09%, Ann Chin Joo(Margin) 5.08%
-CMMT-reit, sg.wang affected due to NEW LRT, next door development(bb plaza), good points on Tropicana Mall & office confirm, FY2016 Melawati Mall will contribute new rental income (share issued-1.778B, will increase later for funding to Tropicana Mall /market Cap-2.454B, march'2015 revenue 317.406M, PE 13.31, , share price closed@RM1.38)
-GOB-developer, damen Mall will be attractive reason once completed at end of 2015 or beginning of 2016, land band at Batu Kawan & Sri Kembangan. (share issued-454.676M, will increase base on rights issued transfer /market Cap-229.611M, paid up Cap-227.338M, march'2015 revenue 445.747M, PE 6.56, , share price closed@RM0.505)
-IDEAL-construction consultant, penang development contract agency, good future benefit from Penang development & batu kawan. (share issued-185.401M will increase base on rights issued transfer /market Cap-88.065M, paid up Cap-18.54M, march'2015 revenue 9.685M, PE 18.7, AEC market, , share price closed@RM0.465)
-OKA-drainage, good profit maker with 10-20% profit margin, (share issued-155.721M/market Cap-135.477M, paid up Cap-77.86M, march'2015 revenue 163.264M, PE 9.21, , share price closed@RM0.870).
-WILLOW-security system, singapore dollars benefactor, 80% contract from S'pore, management performance positive. (share issued-248M/market Cap-228.16M, paid up Cap-24.8M, march'2015 revenue 114.704M, PE 13.27, share price closed@RM0.920)
-Pansar-construction/building materials/oil&gas, potentially with 10b project with start from Batu Kawan Fashion house, contract confirm. (share issued-280M/market Cap-145.6M, paid up Cap-140M, march'2015 revenue 449.77M, PE 9.7, share price closed@RM0.520)
-Econbhd-piling & construction, very impressive management with new contract for very two three months since IPO on Mid of 2014, (share issued-535M, market Cap-567.1M, paid up Cap-107M, march'2015 revenue 424.986M, PE 14.52, , share price closed@RM1.06),
-CYL-bottle manufacturer, PP bottle manufacturer, benefit from raw material dropped but depend on crude oil price. (share issued-100M, market Cap-72M, paid up Cap-50M(reserved 22.2M), April'2015 revenue 17.3M (reserved 22.2M, net cash 4.4M@ 0.044 cash per share ), PE 12.64, , share price closed@RM0.720, 2014 Annual Report with 84.06% details holder & no institution holder)
-BPplas-stretch film manufacturer, new machine completed on Jun'2015, increase production & less power usage, produce of Polystyrene(PE) film. export to US, europe, Japan, S'pore (share issued-187.688M, market Cap-174.549M, paid up Cap-93.844M, march'2015 revenue 66.845M(reserved 56.997M, net cash 59.31@0.31 cash per share), PE 16.88, , share price closed@RM0.930, 2014 Annual Report with 83.5% details holder & no institution holder)
-Cenbond-paper/stretch film/bottle manufacturer, three business contribute total revenue, paper wrapping is core business, plastic bottle, stretched film, rental from subsidiaries, JV with Indonesia company for paper bag manufacturing plant in process of Licence & ministry approval, benefit from lower cost of raw materials. (share issued-120M, market Cap-175.2M, paid up Cap-60M, march'2015 revenue 37.75M(reserved 115M, net cash 106M@0.88 cash per share) , PE 10.94, , share price closed@RM1.46, 2014 Annual Report with 79.8% & with four institution holder)
-EIG-beauty & wellness provided, owns and operates 73 corporate outlets comprising 56 AsterSpring skin care salons and 17 retail kiosks strategically located in key shopping malls and retail locations in Malaysia, Singapore, Hong Kong and Thailand. AsterSpring is today one of the leaders in professional skin care salons in Asia with millions of faces treated over 30 years. share issued-185.5M, market Cap-178.08M, paid up Cap(share cap)-92.75M, march'2015 revenue 41.165M(retained earning 35.866M, net cash 21.265M@0.11 cash per share) , PE 11.02 , share price closed@RM0.96, 2014 Annual Report with 95.26% & with four institution holder)
-HHgroup- principally engaged in manufacturing and trading of biomass materials and manufacturing and trading of mattresses and related products. export both to china with general company revenue about 80-90%, New plant for mattress product on to increase production Mid'2016 enjoy US rate, will bonus 1-1 within 6 months time, proposed to Mainboard & increase share volume to attract institution investor, construct new plant for bio-energy (share issued-205.8M, market Cap-139.944M, paid up Cap-20.58M, march'2015 revenue 37.75M(reserved 26.46M, net cash 3.739M@0.018 cash per share) , PE 10.75, , share price closed@RM0.68, 2014 **support@0.60-buy b4 july
-Liihen, furniture exporter, Koon holding 10.x% shares & price might going up til 6.xx, first is confirm next two quarter performing well according AGM recently, bonus issue later, share issued-60M, paid up Cap: 60M, march'2015 revenue 139.287M, net cash 20.573M@0.34cash per share) , par value: 1.00, PE 9.02 , share price closed@RM4.70, with dividend.2014 Annual Report with 7x.x% & with Koon Yin Hue holding the more, support@4.23 buy b4 july
-Deleum, on hand 3.3B projects utill 2020 & 400m project from Petronas
share issued-400M, market Cap-572M, paid up Cap-200M, march'2015 revenue 135.867M, retained earning 116.071M, net cash -47.255@-0.236 cash per share) , PE 8.34 , share price closed@RM1.43, with dividend. support@1.15 buy at anytime
CAELY HOLDINGS BHD(7154)
4th quarter ended 31 march 2015, price on 28/05/2015 at 0.510, share capital 40m, reserved increased to 37m, cash flow equal to current liabilities but non current liabilities still have 6.6m, cash flow still negative -7.8m!!!
-Prospects for the current financial year
The Group expects the operating environment for the next financial year to be challenging due to the uncertainties in the local and global economic environment. The Board is cautiously optimistic that the financial performance for the next financial year will be satisfactory.
-内衣业务严峻挑战，但马币对美元预测出口会推高盈利。exports its undergarments to Europe, Canada, the United States, and other Asian countries.
-建筑业务有大约3亿令吉值滴工程和发展计划在进行。
On 4 December 2013, the company announced that it has secured a RM97 mil construction contract from Felcra. The contract is target to be completed within 24 months (by end 2015).
(a) Export oriented, will benefit from weak Ringgit.
(b) Property development is the main contributor to earnings. The company is new to this business but the management team has more than 16 years experience (in their private capacity).
(c) Despite recent slow down in property industry, I am of the view that the group's involvment in property development is a plus point. Property development is highly scalable. With tiny market cap at RM36 mil, the group has potential for immense growth.
(d) The company declared 1 sen dividend in FY2014. Based on current market price, dividend yield is 2.2%.
http://klse.i3investor.com/blogs/icon8888/69984.jsp
入股息政策的公司如下:
六月資讯
-齐力工业（PMETAL，8869，主要板工业）管理层承诺未来30%至50%派息率。