At the Monetary Policy Committee (MPC) meeting today, Bank Negara Malaysia decided to maintain the Overnight Policy Rate (OPR) at 3.00 percent.
In the recent months, global economic and financial conditions have deteriorated following the escalation of the sovereign debt crisis in Europe, the ongoing fiscal consolidation and the significant policy uncertainties. Heightened market volatility, impaired financial intermediation and weak labour market conditions continue to weigh down on growth in the advanced economies. These conditions pose downside risks to global growth. In Asia, while growth continues to be supported by sustained domestic demand, the growth momentum has moderated amid the weaker external environment.
In the domestic economy, the latest indicators point towards continued expansion in the fourth quarter of 2011. Growth was driven by sustained domestic consumption and investment activities, while the external sector showed signs of moderation. Looking ahead, the economy is expected to continue to expand, underpinned by sustained private sector economic activity and further reinforced by public sector spending. Employment conditions are expected to remain stable while the outlook for domestic-oriented sectors continues to be favourable. Overall growth prospects, however, would be affected by the slowdown in external demand, resulting in slower growth in exports and industrial production.
Domestic headline inflation averaged 3.2% in 2011. Going into 2012, the assessment is that cost-push inflation will moderate as slowing global economic activity will alleviate the pressure on the prices of key commodities. The impact of domestic demand factors on inflation is expected to be contained, in line with stable domestic demand conditions. Headline inflation, therefore, is expected to moderate in 2012. Nevertheless, risks to inflation could emerge arising from supply disruptions that would result in higher food and commodity prices.
In the MPC's assessment, the global environment will become more challenging going forward. As Malaysia's economic growth and inflation prospects will be affected by these external developments, the MPC will continue to assess carefully the risks to domestic growth and inflation.
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Tuesday, 31 January 2012
Market Summary: 31/1/2012
FBM KLCI
Open: 1517.02 High: 1521.29 Low: 1509.49 Close: 1521.29 (+7.74 pts or +0.5%)
Open: 1517.02 High: 1521.29 Low: 1509.49 Close: 1521.29 (+7.74 pts or +0.5%)
NEW IPOs
CHINA STATIONERY LIMITED
Principal Activities:
- investment holding
- production and sale of plastic tape printer and ink
- R & D, production of polypropylene sheets
- production and sale of plastic stationery
INITIAL PUBLIC OFFERING IN CONJUNCTION WITH OUR LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD COMPRISING:
(I) OFFER FOR SALE OF 133,000,000 ORDINARY SHARES OF SGD0.001 IN OUR COMPANY (“SHARES”) BY WAY OF PRIVATE PLACEMENT TO SELECTED INVESTORS; AND
(II) PUBLIC ISSUE OF 90,000,000 NEW SHARES, COMPRISING:
• 60,000,000 SHARES MADE AVAILABLE FOR APPLICATION BY THE MALAYSIAN PUBLIC; AND
• 30,000,000 SHARES MADE AVAILABLE FOR PRIVATE PLACEMENT TO SELECTED INVESTORS,
AT AN OFFER/ISSUE PRICE OF RM0.95 PER SHARE PAYABLE IN FULL UPON APPLICATION
Opening of application : 31/01/2012
Closing of application : 10/02/2012
Balloting of applications : 14/02/2012
Allotment of IPO shares to successful applicants : 23/02/2012
Tentative listing date : 24/02/2012
(I) OFFER FOR SALE OF 133,000,000 ORDINARY SHARES OF SGD0.001 IN OUR COMPANY (“SHARES”) BY WAY OF PRIVATE PLACEMENT TO SELECTED INVESTORS; AND
(II) PUBLIC ISSUE OF 90,000,000 NEW SHARES, COMPRISING:
• 60,000,000 SHARES MADE AVAILABLE FOR APPLICATION BY THE MALAYSIAN PUBLIC; AND
• 30,000,000 SHARES MADE AVAILABLE FOR PRIVATE PLACEMENT TO SELECTED INVESTORS,
AT AN OFFER/ISSUE PRICE OF RM0.95 PER SHARE PAYABLE IN FULL UPON APPLICATION
Opening of application : 31/01/2012
Closing of application : 10/02/2012
Balloting of applications : 14/02/2012
Allotment of IPO shares to successful applicants : 23/02/2012
Tentative listing date : 24/02/2012
For more information, please visit: http://announcements.bursamalaysia.com/EDMS/subweb.nsf/LsvAllByID/510592DC470671D64825799600051F10?OpenDocument
Principal Activities:
- investment holding
- property development
- general and civil engineering contractor services
- project management
- hospitality and theme park operations
THE INITIAL PUBLIC OFFERING (“IPO”) OF 100,000,000 ORDINARY SHARES OF RM0.20 EACH (“SHARES”) IN SENTORIA GROUP BERHAD IN CONJUNCTION WITH THE LISTING AND QUOTATION OF 400,000,000 SHARES ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD COMPRISING:-
(A) PUBLIC ISSUE OF 60,000,000 NEW SHARES (“PUBLIC ISSUE SHARES”) IN THE FOLLOWING MANNER:-
• 20,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR APPLICATION BY THE MALAYSIAN PUBLIC AT THE IPO PRICE OF RM0.85 PER SHARE (THE “IPO PRICE”), PAYABLE IN FULL UPON APPLICATION;
• 10,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR APPLICATION BY ELIGIBLE DIRECTORS, EMPLOYEES AND BUSINESS ASSOCIATES OF SENTORIA GROUP BERHAD AND ITS SUBSIDIARIES AT THE IPO PRICE, PAYABLE IN FULL UPON APPLICATION; AND
• 30,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR PRIVATE PLACEMENT TO SELECTED INVESTORS AT THE PLACEMENT PRICE OF RM0.87 (THE “PLACEMENT PRICE”), PAYABLE IN FULL UPON APPLICATION; AND
(B) OFFER FOR SALE OF 40,000,000 EXISTING SHARES MADE AVAILABLE FOR APPLICATION BY BUMIPUTERA INVESTORS APPROVED BY THE MINISTRY OF INTERNATIONAL TRADE AND INDUSTRY AT THE PLACEMENT PRICE, PAYABLE IN FULL UPON APPLICATION
Opening of application : 31/01/2012
Closing of application : 10/02/2012
Balloting of applications : 14/02/2012
Allotment of IPO shares to successful applicants : 15/02/2012
Tentative listing date : 23/02/2012
(A) PUBLIC ISSUE OF 60,000,000 NEW SHARES (“PUBLIC ISSUE SHARES”) IN THE FOLLOWING MANNER:-
• 20,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR APPLICATION BY THE MALAYSIAN PUBLIC AT THE IPO PRICE OF RM0.85 PER SHARE (THE “IPO PRICE”), PAYABLE IN FULL UPON APPLICATION;
• 10,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR APPLICATION BY ELIGIBLE DIRECTORS, EMPLOYEES AND BUSINESS ASSOCIATES OF SENTORIA GROUP BERHAD AND ITS SUBSIDIARIES AT THE IPO PRICE, PAYABLE IN FULL UPON APPLICATION; AND
• 30,000,000 PUBLIC ISSUE SHARES MADE AVAILABLE FOR PRIVATE PLACEMENT TO SELECTED INVESTORS AT THE PLACEMENT PRICE OF RM0.87 (THE “PLACEMENT PRICE”), PAYABLE IN FULL UPON APPLICATION; AND
(B) OFFER FOR SALE OF 40,000,000 EXISTING SHARES MADE AVAILABLE FOR APPLICATION BY BUMIPUTERA INVESTORS APPROVED BY THE MINISTRY OF INTERNATIONAL TRADE AND INDUSTRY AT THE PLACEMENT PRICE, PAYABLE IN FULL UPON APPLICATION
Opening of application : 31/01/2012
Closing of application : 10/02/2012
Balloting of applications : 14/02/2012
Allotment of IPO shares to successful applicants : 15/02/2012
Tentative listing date : 23/02/2012
For more information, please visit: http://announcements.bursamalaysia.com/EDMS/subweb.nsf/LsvAllByID/91CAEC7C49BC646A4825799600036477?OpenDocument
Monday, 30 January 2012
Market Summary: 30/1/2012
FBM KLCI
Open: 1518.91 High: 1523.91 Low: 1512.03 Close: 1513.55 (-7.35pts or -0.5%)
Open: 1518.91 High: 1523.91 Low: 1512.03 Close: 1513.55 (-7.35pts or -0.5%)
投资交流站 30/1/2012
问：
我想请问您对菲马机构（FIMACOR，3107，主板工业产品股）的看法。
它的印刷业务的风险会高吗？它的本益比一直很低，还适合长期持有吗？本人已持有它两年多了。
先感谢主持人的回答，谢谢。
读者：阿伦
答：
根据菲马机构的网站资料显示，该机构的印刷业务（生产和贸易安全及机密文件），是我国最大型的安全印刷业者，也是政府机密文件的主要印刷业者。
截至去年9月30日半年内，该公司生产和贸易安全及机密文件，营业额年增4.6%至1亿420万令吉，但税前盈利则因不利销售组合而微滑0.6%。
菲马机构，该业务在下半年（2011年10月至2012年3月）将因季节性需求而导致营收比上半年更低。
然而，从菲马机构近年来整体业绩表现来看，无论是在营业额、盈利或是股息方面，皆呈增长趋势（见表）。
依据该股在上周五的闭市价格RM6.18，及2011财年业绩表现，该股本益比为6.41倍，周息率将近5%。
假设你在2年前以介于RM3-RM4购买该股，以2011财年每股30仙股息，那么，周息率将介于7.5%-10%。
然而，在去年7月，市场曾传出菲马集团（KFIMA，6491，主板贸易股）或将与菲马机构合并。一旦属实，有望推高股价。
在股值方面，菲马机构的价格对比净资产值为1.18倍，而该机构的其他核心业务包括产业管理和油棕种植，也通过联号公司提供印刷钞票服务。
我想请问您对菲马机构（FIMACOR，3107，主板工业产品股）的看法。
它的印刷业务的风险会高吗？它的本益比一直很低，还适合长期持有吗？本人已持有它两年多了。
先感谢主持人的回答，谢谢。
读者：阿伦
答：
根据菲马机构的网站资料显示，该机构的印刷业务（生产和贸易安全及机密文件），是我国最大型的安全印刷业者，也是政府机密文件的主要印刷业者。
截至去年9月30日半年内，该公司生产和贸易安全及机密文件，营业额年增4.6%至1亿420万令吉，但税前盈利则因不利销售组合而微滑0.6%。
菲马机构，该业务在下半年（2011年10月至2012年3月）将因季节性需求而导致营收比上半年更低。
然而，从菲马机构近年来整体业绩表现来看，无论是在营业额、盈利或是股息方面，皆呈增长趋势（见表）。
依据该股在上周五的闭市价格RM6.18，及2011财年业绩表现，该股本益比为6.41倍，周息率将近5%。
假设你在2年前以介于RM3-RM4购买该股，以2011财年每股30仙股息，那么，周息率将介于7.5%-10%。
然而，在去年7月，市场曾传出菲马集团（KFIMA，6491，主板贸易股）或将与菲马机构合并。一旦属实，有望推高股价。
在股值方面，菲马机构的价格对比净资产值为1.18倍，而该机构的其他核心业务包括产业管理和油棕种植，也通过联号公司提供印刷钞票服务。
Saturday, 28 January 2012
Market Summary: 27/1/2012
FBM KLCI
Open: 1523.87 High: 1523.87 Low: 1519.19 Close: 1520.9 (-2.96pts or -0.2%)
Open: 1523.87 High: 1523.87 Low: 1519.19 Close: 1520.9 (-2.96pts or -0.2%)
Thursday, 26 January 2012
Market Summary: 26/1/2012
FBM KLCI
Open: 1520.67 High: 1523.86 Low: 1519.86 Close: 1523.86 (+4.1pts or +0.3%)
Open: 1520.67 High: 1523.86 Low: 1519.86 Close: 1523.86 (+4.1pts or +0.3%)
Wednesday, 25 January 2012
Market Summary: 25/1/2012 (1st trading day of water dragon year)
FBM KLCI
Open: 1523.70 High: 1527.57 Low: 1518.35 Close: 1519.76 (-2.9pts or -0.2%)
Open: 1523.70 High: 1527.57 Low: 1518.35 Close: 1519.76 (-2.9pts or -0.2%)
Monday, 23 January 2012
基本选股：平面电脑受落 佳杰科技获利
随着科技的进步与创新，全球市场对手提或桌面电脑的需求已呈下滑趋势，逐渐转向平板电脑。
同样的，我国消费者也跟随全球趋势，需求已从传统的电脑，转至更轻便的平面电脑。
在这个趋势大转变之下，有望让国内的资讯与通讯科技（ICT）领先分销商——佳杰科技（ECS，5162，主板科技股）从中受惠。
平面电脑如今已成为大部分人的新宠，也成了佳杰科技在该领域的未来增长主要推动力。
佳杰科技在全马拥有超过2500家分销商，该集团的主要业务包括经销ICT产品、企业系统和ICT服务。
佳杰科技旗下独资子公司包括：
（一）ECS ASTAR：分销ICT产品，如电脑、手体电脑和打印机，以及软件供应；
（二）ECS PERICOMP：分销ICT价值产品，如为企业系统提供网络与通讯、服侍器、储存与软件；
（三）ECS KU：提供ICT系统和服务；以及
（四）ECS KUSH：提供管理、财务和物流服务。
佳杰科技母公司——ECS控股，则是一家新加坡上市公司，也是亚太领先的ICT分销商，业务遍布中国、泰国、马来西亚、新加坡、印尼和菲律宾，拥有超过2万3000个网络。
根据国际数据机构资料显示，我国在2010年的资讯科技（IT）总消费达67亿6900万美元（216亿6080万令吉）。
然而，在排除智能手机和IT服务消费后，则为42亿1000万美元（134亿7200万令吉）。
净利微挫0.5%
依据佳杰科技在2010财年的营业额（12亿7200万令吉）计算，这也意味着该集团的市占率达9.4%。
至于最新业绩方面，2011年7月至9月第三季净利，按年微挫0.5%至705万1000令吉，上财年同期为708万6000令吉。单季营业额也从3亿2980万8000令吉，按年下滑3.6%至3亿1786万6000令吉。
首九个月的净利和营业额，合计分别达1968万3000令吉9亿891万7000令吉，按年跌幅各为4.4%和4.9%。
展望2012年，IDC预测，我国今年的ICT总消费，可取得4.24%增长，达至46亿9000万美元（150亿800万令吉）。
放眼营收续超过10亿
尽管消费者开销放缓以及经济状况不稳定，佳杰科技也放眼在今年，营收可维持超过10亿令吉的记录，并且取得介于7%至8%增长，高于IDC的增长预测。
此外，肯南嘉投资研究分析预测，佳杰科技在2011财年的净利为2780万令吉，并逐年提高至 3050万令吉（2012财年）和3290万令吉（2013财年）。
净现金集团
另一方面，截至2011年9月30日，佳杰科技的每股净资产为1.35令吉，而目前的交易价位已出现折价。
值得一提的是，佳杰科技在2010年4月上市后，所获得的资金已还清贷款，如今是一家净现金的集团。
截至9月30日，佳杰科技的现金与现金等值达5479万5000令吉，每股大约为46仙。
尽管该集团计划派发30%的净利作为其股息政策，而其余大部分的盈利和现金将保留用作为业务扩展，特别是拥有高潜能的平面电脑和智能手机市场。
在过去1年，佳杰科技也获得平面电脑公司的分销权，包括苹果的iPad、三星的Galary Tab，以及华硕的EEE Pad Transformer。
尽管佳杰科技是于去年3月才获得苹果授权，在4月开始在国内行销iPad，但两家公司之间的合作早已从1999年开始，即经销MacBook及iPod产品。
推出联想平板电脑
展望未来，该集团将在全国零售网络，推出联想（Lenovo）平板电脑，这将可确保公司成为国内主要的平板电脑分销商。
同时，佳杰科技也持续扩展更高赚幅的企业系统业务，包括与Mahindra Satyam建立合作伙伴关系，推行Oracle程序，主要目标为中小型企业。
至于在风险方面，主要是产品价格的走势，特别是手提和桌面电脑，更是受到平面电脑的冲击。
在现阶段，该集团大部分的营收贡献，来自赚幅微薄的ICT产品（即手体电脑和桌面电脑），估计占总销量的75%。
与此同时，该集团的未来盈利，也受到令吉兑美元汇率走势的左右，因ICT产品的购价都是以美元交易。
http://www.nanyang.com.my/node/415999?tid=702
同样的，我国消费者也跟随全球趋势，需求已从传统的电脑，转至更轻便的平面电脑。
在这个趋势大转变之下，有望让国内的资讯与通讯科技（ICT）领先分销商——佳杰科技（ECS，5162，主板科技股）从中受惠。
平面电脑如今已成为大部分人的新宠，也成了佳杰科技在该领域的未来增长主要推动力。
佳杰科技在全马拥有超过2500家分销商，该集团的主要业务包括经销ICT产品、企业系统和ICT服务。
佳杰科技旗下独资子公司包括：
（一）ECS ASTAR：分销ICT产品，如电脑、手体电脑和打印机，以及软件供应；
（二）ECS PERICOMP：分销ICT价值产品，如为企业系统提供网络与通讯、服侍器、储存与软件；
（三）ECS KU：提供ICT系统和服务；以及
（四）ECS KUSH：提供管理、财务和物流服务。
佳杰科技母公司——ECS控股，则是一家新加坡上市公司，也是亚太领先的ICT分销商，业务遍布中国、泰国、马来西亚、新加坡、印尼和菲律宾，拥有超过2万3000个网络。
根据国际数据机构资料显示，我国在2010年的资讯科技（IT）总消费达67亿6900万美元（216亿6080万令吉）。
然而，在排除智能手机和IT服务消费后，则为42亿1000万美元（134亿7200万令吉）。
净利微挫0.5%
依据佳杰科技在2010财年的营业额（12亿7200万令吉）计算，这也意味着该集团的市占率达9.4%。
至于最新业绩方面，2011年7月至9月第三季净利，按年微挫0.5%至705万1000令吉，上财年同期为708万6000令吉。单季营业额也从3亿2980万8000令吉，按年下滑3.6%至3亿1786万6000令吉。
首九个月的净利和营业额，合计分别达1968万3000令吉9亿891万7000令吉，按年跌幅各为4.4%和4.9%。
展望2012年，IDC预测，我国今年的ICT总消费，可取得4.24%增长，达至46亿9000万美元（150亿800万令吉）。
放眼营收续超过10亿
尽管消费者开销放缓以及经济状况不稳定，佳杰科技也放眼在今年，营收可维持超过10亿令吉的记录，并且取得介于7%至8%增长，高于IDC的增长预测。
此外，肯南嘉投资研究分析预测，佳杰科技在2011财年的净利为2780万令吉，并逐年提高至 3050万令吉（2012财年）和3290万令吉（2013财年）。
净现金集团
另一方面，截至2011年9月30日，佳杰科技的每股净资产为1.35令吉，而目前的交易价位已出现折价。
值得一提的是，佳杰科技在2010年4月上市后，所获得的资金已还清贷款，如今是一家净现金的集团。
截至9月30日，佳杰科技的现金与现金等值达5479万5000令吉，每股大约为46仙。
尽管该集团计划派发30%的净利作为其股息政策，而其余大部分的盈利和现金将保留用作为业务扩展，特别是拥有高潜能的平面电脑和智能手机市场。
在过去1年，佳杰科技也获得平面电脑公司的分销权，包括苹果的iPad、三星的Galary Tab，以及华硕的EEE Pad Transformer。
尽管佳杰科技是于去年3月才获得苹果授权，在4月开始在国内行销iPad，但两家公司之间的合作早已从1999年开始，即经销MacBook及iPod产品。
推出联想平板电脑
展望未来，该集团将在全国零售网络，推出联想（Lenovo）平板电脑，这将可确保公司成为国内主要的平板电脑分销商。
同时，佳杰科技也持续扩展更高赚幅的企业系统业务，包括与Mahindra Satyam建立合作伙伴关系，推行Oracle程序，主要目标为中小型企业。
至于在风险方面，主要是产品价格的走势，特别是手提和桌面电脑，更是受到平面电脑的冲击。
在现阶段，该集团大部分的营收贡献，来自赚幅微薄的ICT产品（即手体电脑和桌面电脑），估计占总销量的75%。
与此同时，该集团的未来盈利，也受到令吉兑美元汇率走势的左右，因ICT产品的购价都是以美元交易。
http://www.nanyang.com.my/node/415999?tid=702
投资交流站 23/1/2012
问
我想知道，股票面值和股票市值，有任何相关因素的存在吗？
例如：虽然百乐园（Paramon，1724，主板产业股）的面值只有50仙，但交易价位已达1令吉。
读者：teelam soon
答
股票面值，是一家公司在发行股票时，在票面上所标明的金额，来表明股票所包含的资本数额。
其主要作用之一，是表明股票认购者（或股东）在该公司的投资中所占比例，作为确定股东权利的依据。
至于股票市值，则是该股在市场交易过程中，买卖双方所达成的成交价，也称为股票价格（股价）。
股价直接反映着股市行情，是股民买卖股票的依据。
基于股价走势方面，主要受到众多因素影响，但最终离不开经济学最基本的原则——需求与供应。
由此可见，股票面值和股票价格可谓没有什么直接关系。
然而，一些企业活动如股票分拆或股票整合，股票面值和股价也会一并变动。
比方说，一股股票被拆成十股，那么每股面值和价格也相应地变成此前的十分之一，反之亦然。
http://www.nanyang.com.my/node/415998?tid=687
我想知道，股票面值和股票市值，有任何相关因素的存在吗？
例如：虽然百乐园（Paramon，1724，主板产业股）的面值只有50仙，但交易价位已达1令吉。
读者：teelam soon
答
股票面值，是一家公司在发行股票时，在票面上所标明的金额，来表明股票所包含的资本数额。
其主要作用之一，是表明股票认购者（或股东）在该公司的投资中所占比例，作为确定股东权利的依据。
至于股票市值，则是该股在市场交易过程中，买卖双方所达成的成交价，也称为股票价格（股价）。
股价直接反映着股市行情，是股民买卖股票的依据。
基于股价走势方面，主要受到众多因素影响，但最终离不开经济学最基本的原则——需求与供应。
由此可见，股票面值和股票价格可谓没有什么直接关系。
然而，一些企业活动如股票分拆或股票整合，股票面值和股价也会一并变动。
比方说，一股股票被拆成十股，那么每股面值和价格也相应地变成此前的十分之一，反之亦然。
http://www.nanyang.com.my/node/415998?tid=687
Friday, 20 January 2012
Market Summary: 20/1/2012 (Closing of the Rabbit Year)
FBM KLCI
Open: 1518.14 High: 1522.98 Low: 1516.91 Close: 1522.66 (+5.85pts or +0.4%)
Open: 1518.14 High: 1522.98 Low: 1516.91 Close: 1522.66 (+5.85pts or +0.4%)
Thursday, 19 January 2012
Wednesday, 18 January 2012
Market Summary: 18/1/2012
FBM KLCI
Open: 1517.09 High: 1519.23 Low: 1513.38 Close: 1517.38 (-1.98pts or -0.1%)
Open: 1517.09 High: 1519.23 Low: 1513.38 Close: 1517.38 (-1.98pts or -0.1%)
Tuesday, 17 January 2012
Market Summary 16/1/2012
FBM KLCI
Open: 1520.39 High: 1521.2 Low: 1509.06 Close: 1509.06 (-14.01pts or -0.9%)
Open: 1520.39 High: 1521.2 Low: 1509.06 Close: 1509.06 (-14.01pts or -0.9%)
Monday, 16 January 2012
投资交流站 16/1/2012
问：
我想请问
1． 世霸龙（Superln，7235，主板工业产品股）这只股可以长期投资吗？
2． 资产有多少？
3． 现金有多少？
4． 负债有多少？
感谢主持人的回答。
谢谢！
读者：陈友毅
答：
世霸龙（Superln，7235，主板工业产品股）过去4财年的业绩表现（见表）：
在过去4年，营业额可谓表现平稳，但净利方面则不稳定。通过以上数据，相信你可自行作出评估，是否适合长期投资，同时考量其他因素。
截至去年10月31日，世霸龙的总资产7442万7000令吉；现金与现金等值为394万5000令吉；银行贷款达984万1000令吉。
http://www.nanyang.com.my/node/414356?tid=702
我想请问
1． 世霸龙（Superln，7235，主板工业产品股）这只股可以长期投资吗？
2． 资产有多少？
3． 现金有多少？
4． 负债有多少？
感谢主持人的回答。
谢谢！
读者：陈友毅
答：
世霸龙（Superln，7235，主板工业产品股）过去4财年的业绩表现（见表）：
在过去4年，营业额可谓表现平稳，但净利方面则不稳定。通过以上数据，相信你可自行作出评估，是否适合长期投资，同时考量其他因素。
截至去年10月31日，世霸龙的总资产7442万7000令吉；现金与现金等值为394万5000令吉；银行贷款达984万1000令吉。
http://www.nanyang.com.my/node/414356?tid=702
Friday, 13 January 2012
Market Summary: 13/1/2012
FBM KLCI
Open: 1525.66 High: 1526.27 Low: 1521.94 Close: 1523.07 (-2.49pts or -0.2%)
Open: 1525.66 High: 1526.27 Low: 1521.94 Close: 1523.07 (-2.49pts or -0.2%)
Thursday, 12 January 2012
Market Summary: 12/1/2012
FBM KLCI
Open: 1521.19 High: 1525.56 Low: 1520.78 Close: 1525.56 (+3.27pts or +0.21%)
Wednesday, 11 January 2012
Market Summary: 11/1/2012
FBM KLCI
Open: 1522.03 High: 1523.94 Low: 1518.80 Close: 1522.29 (+0.30pts or 0.02%)
Open: 1522.03 High: 1523.94 Low: 1518.80 Close: 1522.29 (+0.30pts or 0.02%)
Tuesday, 10 January 2012
Market Summary: 10/1/2012
FBM KLCI
Open: 1519.75 High: 1524.10 Low: 518.76 Close: 1521.99 (+0.26pts)
Open: 1519.75 High: 1524.10 Low: 518.76 Close: 1521.99 (+0.26pts)
Monday, 9 January 2012
International Reserves of Bank Negara Malaysia as at 31 December 2011
The international reserves of Bank Negara Malaysia
For the year 2011 as a whole, the international reserves rose by RM94.8 billion to RM423.4 billion (end-2010: RM328.7 billion). The higher reserves reflected mainly the current account surplus and inflows of foreign direct investment, portfolio capital and other investments. However, these inflows were partly offset by direct investment abroad. In addition, there was also a cumulative unrealized foreign exchange revaluation gain following the strengthening of some of the major currencies against the ringgit during the year.
Market Summary: 9/1/2012
FBM KLCI
Open: 1515.06 High: 1521.73 Low: 1513.35 Close: 1521.73 (+7.60pts or +0.50%)
Open: 1515.06 High: 1521.73 Low: 1513.35 Close: 1521.73 (+7.60pts or +0.50%)
一股作气：成功多多 派息有看头
自成功多多（BJTOTO，1562，主板贸服股）在半年前推出多多万字积宝游戏以来，已让该集团重新回到博彩字票游戏市场份额之首的怀抱。
在成功多多强稳的资产负债表支撑下，而且在未来两年不愁还债烦恼的问题，不少分析员皆认为，该集团在未来的股息派发可盼出现惊喜。
业务高抗跌性
该集团承诺高息策略，对于那些寻找高股息回酬的投资者，成功多多是其中一个理想的投资目标，主要是因业务高抗跌性。
成功多多的主要业务包括：营运多多博彩万字票游戏、出租线上博彩设备、制造与经销电脑化博彩与投票系统、产业投资与发展、营运保健与健身中心、营运酒店以及投资控股。
目前，多多博彩在国内提供6种彩票游戏，每周开彩3次，另加每年特别开彩约20次。
在海外方面，成功多多也通过其菲律宾当地上市的营运子公司——菲律宾成功股份有限公司（Berjaya Philippines Inc，简称BPI）拥有业务。
其中，BPI透过其独资子公司——菲律宾博彩管理公司（PGMC），供应和维护电脑化线上博彩体统，以及为菲律宾慈善大彩办事处提供软件支援。
菲律宾宋吕岛的博彩业务已于1995年投入运作，当地目前有超过2630间销售站提供8种博彩游戏。
至于在美国业务上，则通过子公司International Lottery & Totalizator Systems（ILTS），为线上彩票、全球赛车彩池和美国投票司法提供电脑化投注设备和系统。
全年盈利可回扬
业绩表现方面，成功多多在过去3财年的净利皆出现下滑趋势，从2009年4月30日年财的4亿1355万4000令吉，跌至2011财年的3亿4976万1000令吉。
然而，在2012财年截至2011年10月31日第二季，成功多多的净利达1亿567万3000令吉，比上财年同季激增62.4%。
由此可见，尽管开彩次数相比上财年同期减少，但在新博彩游戏推出和更低的派彩率，赚幅提高下促使该集团交出亮眼业绩。
半年股息16仙
至于在半年表现，净利合计达1亿9777万7000令吉，相等于2011全年的56.5%，在下半年是传统的强劲季节下，全年盈利有望重回增长趋势。
成功多多次季营业额8亿6237万1000令吉，首两季总合17亿818万1000令吉。
此外，该集团在次季也宣布派发每股8仙股息，比上财年同季的4仙高出一倍，半年内的股息达16仙。
根据成功多多的股息政策，该集团将延续派发至少75%的净利政策，惟这将取决于其现金流和储备金状况等因素而定。
截至2011年10月30日，该集团的存款、现金与银行余款达4亿7179万4000令吉，并且没有任何的银行贷款。
然而，成功多多在2011财年，共发行总值5亿5000万令吉、利率介于4.8%至6%的中期票据。
艾芬投资银行分析员指出，直到2013年中期，该集团都没有任何还债的烦恼，相信可提供相当大的空间于高股息惊喜。
分析员称，该股下行风险，也可借由活跃股票回购计划和稳健资产负债表来支撑。
除了上述原因，达证券行分析员表示，催化成功多多来季带来更高股息惊喜的负债率低也是影响关键。
新游戏受欢迎 重回龙头地位
在去年6月，多多博彩推出传统万字游戏另一种包含积宝特色的新玩法——多多万字积宝游戏，保证派出“积宝1”至少200万令吉奖金和“积宝2”至少10万令吉奖金。
自推出多多万字积宝游戏以来，成功多多的整体销售额已有增长的趋势，受欢迎程度已放映在强劲的业务上，重新站上该领域的龙头地位。
随着农历新年快到，一般上，在佳节期间，博彩游戏的需求特别强劲，促使该集团在下半年的盈利前景可观。
至于在菲律宾方面，随着Grandlotto 6/55六合彩游戏的推出，以及EZ2和3-Digit游戏的开采次数增加，预计本财年的营收可取得良好增长水平。
此外，BPI新成立的子公司——Perdana Hotel Philippines Inc（PHPI），在马卡迪市经营成功马尼拉酒店。
然而，值得关注的是，丹斯里陈志远在近期内脱售成功多多股份，或影响市场情绪和股价走势；而其他需考量的因素包括彩池税的变动、经济前景展望、可支配开销以及派彩率的走势。
http://www.nanyang.com.my/node/412506?tid=702
在成功多多强稳的资产负债表支撑下，而且在未来两年不愁还债烦恼的问题，不少分析员皆认为，该集团在未来的股息派发可盼出现惊喜。
业务高抗跌性
该集团承诺高息策略，对于那些寻找高股息回酬的投资者，成功多多是其中一个理想的投资目标，主要是因业务高抗跌性。
成功多多的主要业务包括：营运多多博彩万字票游戏、出租线上博彩设备、制造与经销电脑化博彩与投票系统、产业投资与发展、营运保健与健身中心、营运酒店以及投资控股。
目前，多多博彩在国内提供6种彩票游戏，每周开彩3次，另加每年特别开彩约20次。
在海外方面，成功多多也通过其菲律宾当地上市的营运子公司——菲律宾成功股份有限公司（Berjaya Philippines Inc，简称BPI）拥有业务。
其中，BPI透过其独资子公司——菲律宾博彩管理公司（PGMC），供应和维护电脑化线上博彩体统，以及为菲律宾慈善大彩办事处提供软件支援。
菲律宾宋吕岛的博彩业务已于1995年投入运作，当地目前有超过2630间销售站提供8种博彩游戏。
至于在美国业务上，则通过子公司International Lottery & Totalizator Systems（ILTS），为线上彩票、全球赛车彩池和美国投票司法提供电脑化投注设备和系统。
全年盈利可回扬
业绩表现方面，成功多多在过去3财年的净利皆出现下滑趋势，从2009年4月30日年财的4亿1355万4000令吉，跌至2011财年的3亿4976万1000令吉。
然而，在2012财年截至2011年10月31日第二季，成功多多的净利达1亿567万3000令吉，比上财年同季激增62.4%。
由此可见，尽管开彩次数相比上财年同期减少，但在新博彩游戏推出和更低的派彩率，赚幅提高下促使该集团交出亮眼业绩。
半年股息16仙
至于在半年表现，净利合计达1亿9777万7000令吉，相等于2011全年的56.5%，在下半年是传统的强劲季节下，全年盈利有望重回增长趋势。
成功多多次季营业额8亿6237万1000令吉，首两季总合17亿818万1000令吉。
此外，该集团在次季也宣布派发每股8仙股息，比上财年同季的4仙高出一倍，半年内的股息达16仙。
根据成功多多的股息政策，该集团将延续派发至少75%的净利政策，惟这将取决于其现金流和储备金状况等因素而定。
截至2011年10月30日，该集团的存款、现金与银行余款达4亿7179万4000令吉，并且没有任何的银行贷款。
然而，成功多多在2011财年，共发行总值5亿5000万令吉、利率介于4.8%至6%的中期票据。
艾芬投资银行分析员指出，直到2013年中期，该集团都没有任何还债的烦恼，相信可提供相当大的空间于高股息惊喜。
分析员称，该股下行风险，也可借由活跃股票回购计划和稳健资产负债表来支撑。
除了上述原因，达证券行分析员表示，催化成功多多来季带来更高股息惊喜的负债率低也是影响关键。
新游戏受欢迎 重回龙头地位
在去年6月，多多博彩推出传统万字游戏另一种包含积宝特色的新玩法——多多万字积宝游戏，保证派出“积宝1”至少200万令吉奖金和“积宝2”至少10万令吉奖金。
自推出多多万字积宝游戏以来，成功多多的整体销售额已有增长的趋势，受欢迎程度已放映在强劲的业务上，重新站上该领域的龙头地位。
随着农历新年快到，一般上，在佳节期间，博彩游戏的需求特别强劲，促使该集团在下半年的盈利前景可观。
至于在菲律宾方面，随着Grandlotto 6/55六合彩游戏的推出，以及EZ2和3-Digit游戏的开采次数增加，预计本财年的营收可取得良好增长水平。
此外，BPI新成立的子公司——Perdana Hotel Philippines Inc（PHPI），在马卡迪市经营成功马尼拉酒店。
然而，值得关注的是，丹斯里陈志远在近期内脱售成功多多股份，或影响市场情绪和股价走势；而其他需考量的因素包括彩池税的变动、经济前景展望、可支配开销以及派彩率的走势。
http://www.nanyang.com.my/node/412506?tid=702
投资交流站 9/1/2012
问：
本人在九月期间持有2000股金务大（RM 2.87），近期发现报章报道股息宣布，资料如下：
金务大中期单层派息率：6仙，除权日期：4/1/2012，付息日期：18/1/2012。
这是什么意思呢？是否派息6仙？以什么方法计算？如果在派息前卖了又会怎样？其它派息方式则有“中期、终期、一次过”。
Andy Cheah
答：
对于手上有票的投资者，需要持至除权日或以后脱售就能享有股息；也就是说，你在持有金务大至1月4日，就有每股6仙的股息，合计为RM120。就算你在1月4日当天脱售该股，也享有该股息权利。
如果你是在1月3日或之前已经脱售金务大，那么，你就无法享有股息。
至于手上没有该股的投资者，可在1月4日前购买，并持有至1月4日，以享有以上股息。
然而，不得不提的是，在除权日当日，该股股价也会随着调整。
享有金务大股息的股东，支票将于1月18日自动转移至投资者的银行户头（已注册电子股息的投资者），或邮寄至你所提供的地址。
一般上，在一财年内派息超过一次的公司，称中期股息（如首次中期股息、第二次中期股息），若每个季度皆派发，那么，一年共有四次中期股息。
终期股息则是一家上市公司，在相关财年第四季宣布派发最后一次股息，而且终期股息需获股东通过才能发放。
一次过股息（First and final dividend），意味着有关上市公司在相关财年，才宣布一年一度派息。
目前，股息主要分为免税股息、单层股息（Single-Tier，无须缴税）或需缴付税率股息。
http://www.nanyang.com.my/node/412483?tid=702
本人在九月期间持有2000股金务大（RM 2.87），近期发现报章报道股息宣布，资料如下：
金务大中期单层派息率：6仙，除权日期：4/1/2012，付息日期：18/1/2012。
这是什么意思呢？是否派息6仙？以什么方法计算？如果在派息前卖了又会怎样？其它派息方式则有“中期、终期、一次过”。
Andy Cheah
答：
对于手上有票的投资者，需要持至除权日或以后脱售就能享有股息；也就是说，你在持有金务大至1月4日，就有每股6仙的股息，合计为RM120。就算你在1月4日当天脱售该股，也享有该股息权利。
如果你是在1月3日或之前已经脱售金务大，那么，你就无法享有股息。
至于手上没有该股的投资者，可在1月4日前购买，并持有至1月4日，以享有以上股息。
然而，不得不提的是，在除权日当日，该股股价也会随着调整。
享有金务大股息的股东，支票将于1月18日自动转移至投资者的银行户头（已注册电子股息的投资者），或邮寄至你所提供的地址。
一般上，在一财年内派息超过一次的公司，称中期股息（如首次中期股息、第二次中期股息），若每个季度皆派发，那么，一年共有四次中期股息。
终期股息则是一家上市公司，在相关财年第四季宣布派发最后一次股息，而且终期股息需获股东通过才能发放。
一次过股息（First and final dividend），意味着有关上市公司在相关财年，才宣布一年一度派息。
目前，股息主要分为免税股息、单层股息（Single-Tier，无须缴税）或需缴付税率股息。
http://www.nanyang.com.my/node/412483?tid=702
Friday, 6 January 2012
Market Summary: 6/1/2012
FBM KLCI
Open: 1513.13 High: 1515.27 Low: 1508.93 Close: 1514.13 (-0.30pts or -0.02%)
Open: 1513.13 High: 1515.27 Low: 1508.93 Close: 1514.13 (-0.30pts or -0.02%)
Implementation of the New Motor Cover Framework
As part of the New Motor Cover Framework (the Framework) in addressing the
structural issues within the motor insurance sector, Bank Negara Malaysia is pleased
to inform on the progress of enhancement measures to improve the claims
settlement process and the implementation of gradual premium adjustments since
its announcement on 11 March 2011.
In ensuring that the public has access to motor insurance at reasonable premiums, several immediate measures were introduced in May 2011. Among the measures undertaken include ensuring that the public would be able to obtain motor cover from the Malaysian Motor Insurance Pool from any general insurer or their branches as well as from any Pos Malaysia branch nationwide.
To ensure the successful implementation of the identified improvement measures under the Framework, a Joint Working Committee (JWC) was established in April 2011, comprising representatives from key Government ministries, the insurance and takaful industry, consumer and transport groups as well as the Malaysian Bar Council. Several enhancement measures already implemented have resulted in enhanced efficiency of the claims settlement process, with faster turnaround time for claims on personal injury, especially for cases that were settled via court mediation. Further measures to enhance efficiency include the referrals to the Compendium of Personal Injury Awards by judges in awarding compensation for personal injury as well as the enforcement of timelines for obtaining police and medical reports. Other measures for the implementation of further efficiency enhancements include the introduction of a motor insurance claims kit to expedite notification of an accident and claims as well as the establishment of a nationwide 24-hour call centre to provide immediate roadside assistance to accident victims in the first quarter of 2012.
As part of the Framework, the gradual revision in the Motor Tariff premium rates will be implemented effective from 16 January 2012. It will be the first to be undertaken after non-revision for more than 30 years. Over the duration, the levels of car ownership, accident rate and claims in Malaysia have risen significantly. In addition, hospitalization costs, medical expenses and costs of vehicle repairs and spare parts have also increased.
The premium adjustment is in small quantum and to be implemented gradually over a period of four years. The implication on the members of the public and businesses will be marginal. For example, in respect of Third Party cover, motorcycles of 110 cc will experience a premium increase of between RM1.00 - RM3.50 per year only (a maximum of 30 sen per month) over the next four years. For a private car of 1,400 cc, the premium adjustment will be between RM6.00 - RM34.00 per year (a maximum of RM2.80 per month) over the same period. For commercial vehicles such as outstation taxis and buses, the impact of the premium adjustment on the passengers would be minimal at less than 10 sen per passenger per trip.
The adjustment in the Motor Tariff premium rates will be reviewed periodically to ensure that the adjusted premium rates continue to be reflective of the claims experience. The Framework will pave the way for detariffing of the motor insurance premiums in 2016, in which premium rates will be further differentiated in accordance to the risk profile of individual vehicles and fairer to vehicle owners as those with good claims experience would enjoy much better premium rates than those with higher risk profile.
To ensure that members of the public are aware and able to benefit from the Framework, particularly on the enhancements to the motor claims settlement process, Bank Negara Malaysia and the insurance industry will continue to provide information to the public on motor insurance issues through the consumer awareness and outreach programs that are currently in place.
Members of the public who have any queries relating to the Framework can contact Bank Negara Malaysia at TELELINK: 1-300-88-5465 or visit www.insuranceinfo.com.my. Enquiries can also be forwarded to either Persatuan Insurans Am Malaysia (PIAM) or individual insurers.
Source: BNM
http://www.bnm.gov.my/index.php?ch=8&pg=14&ac=2382
In ensuring that the public has access to motor insurance at reasonable premiums, several immediate measures were introduced in May 2011. Among the measures undertaken include ensuring that the public would be able to obtain motor cover from the Malaysian Motor Insurance Pool from any general insurer or their branches as well as from any Pos Malaysia branch nationwide.
To ensure the successful implementation of the identified improvement measures under the Framework, a Joint Working Committee (JWC) was established in April 2011, comprising representatives from key Government ministries, the insurance and takaful industry, consumer and transport groups as well as the Malaysian Bar Council. Several enhancement measures already implemented have resulted in enhanced efficiency of the claims settlement process, with faster turnaround time for claims on personal injury, especially for cases that were settled via court mediation. Further measures to enhance efficiency include the referrals to the Compendium of Personal Injury Awards by judges in awarding compensation for personal injury as well as the enforcement of timelines for obtaining police and medical reports. Other measures for the implementation of further efficiency enhancements include the introduction of a motor insurance claims kit to expedite notification of an accident and claims as well as the establishment of a nationwide 24-hour call centre to provide immediate roadside assistance to accident victims in the first quarter of 2012.
As part of the Framework, the gradual revision in the Motor Tariff premium rates will be implemented effective from 16 January 2012. It will be the first to be undertaken after non-revision for more than 30 years. Over the duration, the levels of car ownership, accident rate and claims in Malaysia have risen significantly. In addition, hospitalization costs, medical expenses and costs of vehicle repairs and spare parts have also increased.
The premium adjustment is in small quantum and to be implemented gradually over a period of four years. The implication on the members of the public and businesses will be marginal. For example, in respect of Third Party cover, motorcycles of 110 cc will experience a premium increase of between RM1.00 - RM3.50 per year only (a maximum of 30 sen per month) over the next four years. For a private car of 1,400 cc, the premium adjustment will be between RM6.00 - RM34.00 per year (a maximum of RM2.80 per month) over the same period. For commercial vehicles such as outstation taxis and buses, the impact of the premium adjustment on the passengers would be minimal at less than 10 sen per passenger per trip.
The adjustment in the Motor Tariff premium rates will be reviewed periodically to ensure that the adjusted premium rates continue to be reflective of the claims experience. The Framework will pave the way for detariffing of the motor insurance premiums in 2016, in which premium rates will be further differentiated in accordance to the risk profile of individual vehicles and fairer to vehicle owners as those with good claims experience would enjoy much better premium rates than those with higher risk profile.
To ensure that members of the public are aware and able to benefit from the Framework, particularly on the enhancements to the motor claims settlement process, Bank Negara Malaysia and the insurance industry will continue to provide information to the public on motor insurance issues through the consumer awareness and outreach programs that are currently in place.
Members of the public who have any queries relating to the Framework can contact Bank Negara Malaysia at TELELINK: 1-300-88-5465 or visit www.insuranceinfo.com.my. Enquiries can also be forwarded to either Persatuan Insurans Am Malaysia (PIAM) or individual insurers.
Source: BNM
http://www.bnm.gov.my/index.php?ch=8&pg=14&ac=2382
Investors Alert
UNUSUAL MARKET ACTIVITY
Bursa Malaysia Securities Berhad ("Bursa Securities") has issued an Unusual Market Activity ("UMA") query to CAN-ONE BERHAD (stock short name: CANONE and stock code: 5105) today due to the sharp increase in the price of the Company's shares recently.
The UMA query has been posted on Bursa Malaysia's website, www.bursamalaysia.com, under the classification of "Listing Circular".
Investors are advised to take note of the Company's reply to the UMA query which will be posted on Bursa Malaysia's website under company announcements, http://announcements.bursamalaysia.com when making their investment decision.
REPLY TO QUERY
We draw your attention to the sharp increase in price of your Company’s shares
recently.
In accordance with the Corporate Disclosure Policy on Response To Unusual
Market Activity pursuant to paragraph 9.11 of the Main Market Listing
Requirements of Bursa Malaysia Securities Berhad ("Main LR"), you are requested
to furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with an
announcement for public release after making due enquiry with your directors
and major shareholders seeking the cause of the unusual market activity in the
Company’s shares.
In this respect, you are also required to publicly confirm, amongst others, the
following:-
1. whether there is any corporate development relating to your Group’s
business and affairs that has not been previously announced that may account
for the unusual market activity including those in the stage of negotiation /
discussion. If yes, kindly provide the details including the status of the
corporate development to enable investors to make informed investment decision;
2. whether there is any rumour or report concerning the business and affairs of
the Group that may account for the unusual market activity and in this
respect, you are required to comply with paragraphs 9.09 and 9.10 of the Main
LR;
3. whether you are aware of any other possible explanation to account for the
unusual market activity; and
4. your compliance with the Main LR, in particular paragraph 9.03 of the Main
LR on immediate disclosure obligations.
Please note that the contents of the announcement must be endorsed by the Board
of Directors of the Company and the announcement must reach Bursa Securities
immediately via Bursa LINK.
Announcement Details/Table Section :
We refer to the query dated 5 January 2012 from Bursa Malaysia Securities Berhad.
Bursa Malaysia Securities Berhad ("Bursa Securities") has issued an Unusual Market Activity ("UMA") query to CAN-ONE BERHAD (stock short name: CANONE and stock code: 5105) today due to the sharp increase in the price of the Company's shares recently.
The UMA query has been posted on Bursa Malaysia's website, www.bursamalaysia.com, under the classification of "Listing Circular".
Investors are advised to take note of the Company's reply to the UMA query which will be posted on Bursa Malaysia's website under company announcements, http://announcements.bursamalaysia.com when making their investment decision.
REPLY TO QUERY
We draw your attention to the sharp increase in price of your Company’s shares
recently.
In accordance with the Corporate Disclosure Policy on Response To Unusual
Market Activity pursuant to paragraph 9.11 of the Main Market Listing
Requirements of Bursa Malaysia Securities Berhad ("Main LR"), you are requested
to furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with an
announcement for public release after making due enquiry with your directors
and major shareholders seeking the cause of the unusual market activity in the
Company’s shares.
In this respect, you are also required to publicly confirm, amongst others, the
following:-
1. whether there is any corporate development relating to your Group’s
business and affairs that has not been previously announced that may account
for the unusual market activity including those in the stage of negotiation /
discussion. If yes, kindly provide the details including the status of the
corporate development to enable investors to make informed investment decision;
2. whether there is any rumour or report concerning the business and affairs of
the Group that may account for the unusual market activity and in this
respect, you are required to comply with paragraphs 9.09 and 9.10 of the Main
LR;
3. whether you are aware of any other possible explanation to account for the
unusual market activity; and
4. your compliance with the Main LR, in particular paragraph 9.03 of the Main
LR on immediate disclosure obligations.
Please note that the contents of the announcement must be endorsed by the Board
of Directors of the Company and the announcement must reach Bursa Securities
immediately via Bursa LINK.
Announcement Details/Table Section :
We refer to the query dated 5 January 2012 from Bursa Malaysia Securities Berhad.
The Board of Directors of Can-One Berhad (“Canone”) wishes to confirm that:-
1. There is no corporate development relating to Canone Group’s business and affairs that has not been previously announced that may account for the unusual market activity including those in the stage of negotiation/discussion.
2. We are not aware of any rumour or report concerning the business and affairs of Canone Group that may account for the unusual market activity.
3. We are not aware of any other possible explanation to account for the unusual market activity.
4. Canone will make the necessary disclosure when there is any material development in Canone in accordance with the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.
Thursday, 5 January 2012
Market Summary: 5/1/2011
FBM KLCI:
Open: 1507.05 High: 1514.82 Low: 1504.54 Close: 1514.43 (+10.21pts or 0.7%)
Open: 1507.05 High: 1514.82 Low: 1504.54 Close: 1514.43 (+10.21pts or 0.7%)
GENTING MALAYSIA BERHAD (GENM)
NON-BINDING LETTER OF INTENT ON PROPOSED DEVELOPMENT
OF AN INTEGRATED MIXED-USE COMPLEX BY GENTING NEW YORK LLC
Genting Malaysia Berhad is pleased to announce that its indirect wholly-owned subsidiary, Genting New York LLC (“Genting NY”), has entered into a non-binding letter of intent dated 3 January 2012 with the New York State Urban Development Corporation (doing business as Empire State Development Corporation), to consider the development of an integrated mixed-use complex on real property located adjacent to the Aqueduct Racetrack, Queens, New York, United States of America (“Project”).
The proposed Project is anticipated to cost at least USD4 billion, which will include an integrated 3.8 million square feet of convention and exhibition centre with up to 3,000 hotel rooms and an expansion of Resorts World Casino New York City.
Genting NY will work closely with Empire State Development Corporation and the relevant parties, to negotiate terms in good faith, with a view of entering into a binding Memorandum of Understanding on or before 30 November 2012.
Genting Malaysia Berhad is pleased to announce that its indirect wholly-owned subsidiary, Genting New York LLC (“Genting NY”), has entered into a non-binding letter of intent dated 3 January 2012 with the New York State Urban Development Corporation (doing business as Empire State Development Corporation), to consider the development of an integrated mixed-use complex on real property located adjacent to the Aqueduct Racetrack, Queens, New York, United States of America (“Project”).
The proposed Project is anticipated to cost at least USD4 billion, which will include an integrated 3.8 million square feet of convention and exhibition centre with up to 3,000 hotel rooms and an expansion of Resorts World Casino New York City.
Genting NY will work closely with Empire State Development Corporation and the relevant parties, to negotiate terms in good faith, with a view of entering into a binding Memorandum of Understanding on or before 30 November 2012.
Wednesday, 4 January 2012
Investors Alert
Enforcement
Administrative Actions in 2012
Nature of Misconduct: Breach of Paragraph 1.03 of the Prospectus Guidelines - Abridged Prospectus for failure to ensure that all the information disclosed in the abridged prospectus was disclosed in a full and true manner.
Parties Involved: Board of Directors of Mulpha International Berhad
Brief description of misconduct: Failure to ensure the final basis of allocation of excess rights shares was consistent with the basis disclosed in the abridged prospectus of Mulpha International Berhad dated 24 February 2010
Action Taken: Reprimand
Date of Action: 3 January 2012
Source: SC
Market Summary: 4/1/2012
FBM KLCI
Open: 1517.69 High: 1525.14 Low: 1502.09 Close: 1502.09 (-9.32pts or -0.6%)
1. Increase in Average Selling Prices caused by component shortages arising from the October 2011 floods in Thailand;
2. Effective product mix;
3. Appreciating US Dollar against RM; and
4. Continuous efficient cost management.
To cater for the increase in the component demands from the Company’s major customers, the Board of Directors has approved a capital expenditure budget of approximately RM300 million over the next 24 months period, for expansion of its facilities in Malaysia, Thailand and China.
Barring any unforeseen factors, the Company expects to be able to increase its global market share of the HDD mechanical component industry over the next 24 months.
Open: 1517.69 High: 1525.14 Low: 1502.09 Close: 1502.09 (-9.32pts or -0.6%)
Market Watch for Tomorrow:
JCY INTERNATIONAL BERHAD
The Board of Directors of JCY International Berhad wishes to inform the shareholders and potential investors that, having assessed the curently available information, the Group is likely to record an increase in net profit for the financial quarter ended 31 December 2011 of approximately 1,900% compared with the corresponding period in the previous financial year (period ended 31 December 2010, Net profit: RM7.5million) or 460% compared with the immediate preceding quarter (period ended 30 September 2011, Net profit: RM26.4million) due to the following reasons:-
1. Increase in Average Selling Prices caused by component shortages arising from the October 2011 floods in Thailand;
2. Effective product mix;
3. Appreciating US Dollar against RM; and
4. Continuous efficient cost management.
To cater for the increase in the component demands from the Company’s major customers, the Board of Directors has approved a capital expenditure budget of approximately RM300 million over the next 24 months period, for expansion of its facilities in Malaysia, Thailand and China.
Barring any unforeseen factors, the Company expects to be able to increase its global market share of the HDD mechanical component industry over the next 24 months.
Tuesday, 3 January 2012
Market Summary: First Trading Day 3/1/2012
Open: 1523.6 High: 1523.71 Low: 1512.08 Close: 1513.54 (-17.19pts or -1.1%)
回顾与检讨2011年“明星股”的表现
对投资者来说，欲在马股1000家上市公司中，选中心头好股是相当艰难，甚至面对不知该从何下手的情况。
为让投资者掌握市场认为最具潜能的股项，本报整理了过去1个月以来，12家国内外证券行的首选股项，找出2011年的10大明星股。
为了让大家在茫茫股海中，找到指点赚钱的明灯，《财经周刊》特地翻完了12家证券行的报告，包括马投银、丰隆投银、益资利投资研究、达证券行、野村证券行、金英证券、拉昔胡申研究、马兴业投资研究、联昌国际投银、侨丰投资研究、SJ证券行和星展唯高达证券。
在它们的2011年个股推荐中，我们发现，金务大（Gamuda，5398，主板建筑股）是“热门明星股”，共有9家证券行列入该股为首选股。
其次是马银行（Maybank，1155，主板金融股），是8家证券行的首选股，而亚通（Axiata，6888，主板贸服股）和森那美（Sime，4197，主板贸服股）也各有6“票”。
紧接是联昌国际（CIMB，1023，主板金融股）和云顶（Genting，3182，主板贸服股），各别获得5“票”入选10大股。
而其他10大股包括亚洲航空（AirAsia，5099，主板贸服股）、肯油企业（Kencana，5122，主板贸服股）、马星集团（MahSing，8583，主板产业股）和莫实得（Bstead，2771，主板种植股），各别以4“票”出线。
转载自《南洋商报》《财经周刊》
http://www.nanyang.com.my/node/354469
检讨10大“明星股”表现
2010
Closing
|
2011
Open
|
2011
High
|
2011
Low
|
2011
Closing
|
YOY Performance
|
||
Change sen
|
Change %
|
||||||
Gamuda
|
3.81
|
3.82
|
4.25
|
2.63
|
3.39
|
-0.41
|
-11.02
|
Maybank
|
8.50
|
8.50
|
9.26
|
7.35
|
8.58
|
0.08
|
0.94
|
Axiata
|
4.75
|
4.76
|
5.22
|
4.43
|
5.14
|
0.39
|
8.21
|
SIME
|
8.80
|
8.81
|
9.49
|
7.00
|
9.20
|
0.40
|
4.54
|
CIMB
|
8.50
|
8.55
|
9.17
|
6.56
|
7.44
|
-1.06
|
-12.47
|
Genting
|
11.18
|
11.26
|
11.98
|
8.37
|
11.00
|
-0.18
|
-1.61
|
AirAsia
|
2.53
|
2.54
|
4.00
|
2.35
|
3.77
|
1.24
|
49.01
|
Kencana
|
2.41
|
2.41
|
3.00
|
2.17
|
2.97
|
0.56
|
22.24
|
MahSing
|
1.84
|
1.83
|
2.83
|
1.49
|
2.10
|
0.26
|
14.13
|
Bstead
|
5.38
|
5.46
|
6.50
|
4.49
|
5.78
|
0.40
|
7.43
|
最佳明星股：AIRASIA
最糟明星股：CIMB
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