Author Topic: KLSE starting to collapse  (Read 579854 times)

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Re: KLSE starting to collapse
« Reply #11850 on: January 18, 2019, 04:32:06 AM »
(吉隆坡17日讯)新马资本(SMCAP,9776,主板消费股)建议,协同子公司多元化业务至医疗保健领域,以及收购位于森美兰汝来的两片土地。

新马资本今日向交易所报备,该公司的原本业务包括畜牧、控股、管理服务供应、产业发展和建筑领域。

减少依赖畜牧房产

文告指出,该公司长期增长计划,是通过多元化业务至其他能够创造营业额的业务,以减轻该公司对畜牧与房产业务的依赖。

通过旗下的新马Amegajaya医疗保健私人有限公司(SAH)及SAH子公司SAH医疗中心私人有限公司(SAHM),董事部相信公司有能力、才能和资源来多元化至医疗保健领域。

另外,文告表示,SAHM今日和Aston Holiday私人有限公司签订合约,收购后者两片属于建筑用途和永久地契的土地;收购所需金额将从内部集资或与银行贷款。

第一片土地占地7412平方米,售价为2300万令吉。同时该土地有一栋暂停营运的3星级酒店,该公司计划重新发展成公立-私立综合大学医院。

另一片土地距离第一片土地仅50米,占地604平方米,售价是400万令吉。该土地则拥有一栋空置的6层楼商业建筑,新马资本计划将其翻新,成为行政办公楼或医院的扩展。
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Re: KLSE starting to collapse
« Reply #11851 on: January 18, 2019, 04:32:47 AM »
(吉隆坡17日讯)鹏达集团(PANTECH,5125,主板工业股)截至11月底第三季,净利增长11.31%至1118万9000令吉或每股1.51仙;并宣布派息0.51仙。

上财年同季,该集团净利为1005万2000令吉。

该集团今日向交易所报备,第三季营业额从上财年同季1亿5662万1000令吉,下跌10.5%至1亿4015万8000令吉。

鹏达集团解释,第三季营业额下跌是因为制造业的销售贡献低。

不过,贸易业务较好的表现激励了整体的盈利表现,尤其是较好的产品组合带动了净利。

首9个月内,鹏达集团营业额受到贸易业务的销售需求带动,微扬0.3%至4亿6660万4000令吉。净利则起1.15%至3617万8000令吉。

展望未来,油价料在每桶50美元左右波动,因此,鹏达集团保持谨慎乐观,并谨慎的扩张业务和寻找拓展机会。

公司指贸易战也带来挑战,不过,大马和东南亚的油气领域活动增加,该集团预见获得更多订单的机会。
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Re: KLSE starting to collapse
« Reply #11852 on: January 18, 2019, 04:33:06 AM »
(吉隆坡17日讯)银岭控股(SRIDGE,0129,创业板)宣布,获得马电讯(TM,4863,主板电信与媒体股)颁发两项合约,负责提供维修和支援服务,总值达569万6301令吉。

银岭控股昨天向交易所报备,独资子公司银岭控股私人有限公司周二(15日),收到这两项得标书。

首份合约是为华为(Huawei)数字用户线路接入复用器(DSLAM)和管理系统,提供全面的维修和支援服务,价值达258万2837令吉。

另一个合约是帮助马电讯,为华为的多元服务接取节点(Multi Services Access Node)设备,提供全面的维护和支援服务,总值达311万3464令吉。

银岭控股指出,这两项合约预计会积极贡献净利表现,以及每股净资产值。
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Re: KLSE starting to collapse
« Reply #11853 on: January 18, 2019, 04:33:22 AM »
(吉隆坡17日讯)柏威年产托(PAVREIT,5212,主板产托股)宣布,决定不参与柏威年武吉加里尔(Pavillion Bukit Jalil)项目。

去年八月,马顿(MALTON,6181,主板产业股)通过独资子公司Pioneer Haven私人有限公司,邀请柏威年产托入股暂被称为“柏威年武吉加里尔”的项目。

不过今日,柏威年产托和马顿纷纷向交易所报备,决定不推进这项邀请。

“柏威年武吉加里尔”项目,包含1座零售广场,共有5层零售空间和2层地下停车场。

闭市时,柏威年产托报1.66令吉,起1仙或0.61%,成交量达624万5500股。

马顿则报52.5仙,平盘收市,成交量69万6300股。
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Re: KLSE starting to collapse
« Reply #11854 on: January 18, 2019, 04:33:39 AM »
(吉隆坡17日讯)巴拉卡岸外(BARAKAH,7251,主板贸服股)获得Petrofac颁发,颁发为期5年的泛马油田维修、承建和修改合约。

该公司昨天向交易所报备,通过子公司PBJV集团私人有限公司获得最新的合约,有效日期从去年7月17日起至2023年结束。

该项合约的价值待定,取决于Petrofac颁发的实际工作内容而定。但,巴拉卡岸外预计合约期限,将贡献正面盈利。
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Re: KLSE starting to collapse
« Reply #11855 on: January 18, 2019, 04:33:57 AM »
(吉隆坡17日讯)Kerjaya(KERJAYA,7161,主板建筑股)今日宣布,独资子公司Kerjaya Prospek(马)私人有限公司获得Aspen实体私人有限公司颁发的建筑合约,价值1.55亿令吉。

Kerjaya文告表示,Aspen实体是HCK资本(HCK,7105,主板产业股)的子公司。

同时,该建筑地点位于雪兰莪赛城,预计3月1日动工,并于2年后竣工。

合约内容是建筑3栋服务套房,皆建立在5层楼的停车场之上,还各别拥有2层楼的公共区域和设施。其中,两栋套房达11层楼,余下套房则高达25层楼。

Kerjaya执行主席拿督郑荣和透过文告指:“我们对于赢得HCK资本合约感到兴奋,这证明公司在充满挑战时期,还能够成功获得建筑合约。”

该合约是Kerjaya今年所夺得的首个合约。纳入计算后,该公司未完成订单总值约达31亿令吉,预计可让公司忙碌4年。

该公司正参与的发展项目,有云顶高原的Vista Residence和莎阿南的新项目。
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Re: KLSE starting to collapse
« Reply #11856 on: January 18, 2019, 04:34:24 AM »
KUALA LUMPUR (Jan 17):  Based on corporate announcements and news flow today, companies that may be in focus on tomorrow (Friday, Jan 18) may include the following: Berjaya Land Bhd, Kerjaya Prospek Group Bhd, Sinmah Capital Bhd, Affin Bank Bhd, Bursa Malaysia Bhd, Muhibbah Engineering (M) Bhd, Kumpulan Powernet Bhd, Pavilion Real Estate Investment Trust (REIT), Malton Bhd, DRB-Hicom Bhd, Scomi Energy Services Bhd, Scomi Group Bhd and Malaysia Airports Holdings Bhd.

Berjaya Land Bhd (BLand) has inked a partnership with Four Seasons Hotels and Resorts to develop the Four Seasons Resort and Private Residences Okinawa in Japan with a gross development value of US$1 billion (RM4.11 billion).

BLand said its unit Berjaya Okinawa Development Co Ltd inked the deal, which would take four years to complete, with a projected total development cost of US$400 million.

The master plan development site is about 100 acres of beach front land owned by BLand along the western coast of the island, some 50 kilometres northeast of Naha International Airport.

Kerjaya Prospek Group Bhd has secured an RM155 million project to construct the main building for a planned property development along Persiaran Bestari in Cyberjaya.

The group said its unit Kerjaya Prospek (M) Sdn Bhd  has accepted the letter of award from Aspen Entity Sdn Bhd, a subsidiary of HCK Capital Group Bhd.

The RM155 million project is the group’s first contract for this year, and will bring the total outstanding order book to RM3.1 billion.

Former poultry producer Sinmah Capital Bhd has earmarked RM100 million in capital expenditure for the construction of a hospital in Nilai as it makes its maiden venture into healthcare.

Via 70%-owned unit Sinmah Amegajaya Healthcare Sdn Bhd, the company inked a deal to acquire a property in Nilai for RM27 million and plans to redevelop it into Malaysia’s first full-service Integrated Public-Private University Hospital.

The company is also looking at a Sukuk issuance of a couple of tranches to raise RM500 million to fund the development of a number of hospitals, with the first tranche of RM200 million to be issued this year.

Affin Bank Bhd’s unit Affin Hwang Investment Bank Bhd, in collaboration with Bursa Malaysia Bhd, launched its Securities Borrowing and Lending (SBL) to enable retail investors to lend out their idle shares and earn interest income over and above the dividends they would normally receive.

Affin Hwang said the retail SBL is part of the efforts to boost retail interest in the market.

It said it targets to achieve RM50 million in securities lending book size in 2019.

The Bintulu Port Authority has cancelled an RM584.84 million contract with Muhibbah Engineering (M) Bhd to build a supply base wharf at the second harbour basin of the port in Sarawak.

Muhibbah said its 51%-owned unit Muhibbah Viccana JV has received a notice from the port authority to terminate the contract. It is expecting fair compensation for the termination of the contract.

The project, which was awarded to Muhibbah Viccana joint-venture in April 2017, was expected to be completed by the end of 2019.

Kumpulan Powernet Bhd said the MoU inked with Japan's Applied Science Co Ltd to commercialise the technology of superfast charging and discharging of battery related products has been mutually terminated.

No reason was disclosed for the termination of the MoU, which was entered into in September last year.

Pavilion Real Estate Investment Trust (REIT) has decided not to participate in the ownership of the Pavilion Bukit Jalil mall here, which is being developed by Malton Bhd.

No reason was given for the decision made by the REIT.

Malton’s unit Pioneer Haven had on Aug 8 last year formally invited Pavilion REIT to participate in the ownership. This was followed by a due diligence and discussions between the two parties on the method of participation and negotiations on relevant terms and conditions.

Both Pavilion REIT and Malton are linked to property tycoon Tan Sri Desmond Lim, who is a substantial shareholder and chairman in both entities.

Proton Holdings Bhd's indirect unit Proton Automobiles China Ltd has been slapped with a civil suit in China's Guangdong High People’s Court by a former Chinese partner, claiming 860.61 million yuan (RM522.91 million).

PACL and another unit, Perusahaan Otomobil Nasional Sdn Bhd, were named as defendants in the civil complaint served by Goldstar Heavy Industrial Co Ltd. The two companies have to appear in court on July 9.

DRB-Hicom Bhd said the claims are in relation to a contract entered into between its 50.1%-owned subsidiary Proton, Lotus Group International Ltd and Goldstar on April 17, 2015, to form a joint venture company called Goldstar Lotus Automobile Co Ltd.

Scomi Energy Services Bhd (SESB), the 65.64%-owned unit of Scomi Group Bhd, clarified today that its parent owed it RM47.83 million, and not just RM28.44 million as reported yesterday.

The total outstanding sum comprises RM19.39 million in relation to a shared service agreement and RM28.44 million worth of advances that Scomi Group still owes SESB under related party transactions as at end-2018. SESB had initially advanced RM44.94 million to Scomi Group under the transactions. 

Malaysia Airports Holdings Bhd (MAHB) has appointed retired Federal Court judge Tan Sri Zainun Ali as its non-independent non-executive chairman with effect from tomorrow, following the resignation of Tan Sri Syed Zainol Anwar Syed Putra Jamalullail today.

MAHB said Zainun has held various positions in the legal and judicial service. She was appointed a judicial commissioner in August 1996 and named a Federal Court judge on April 4, 2012, a position which she retired from on Oct 4, 2018.
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Re: KLSE starting to collapse
« Reply #11857 on: January 18, 2019, 04:35:36 AM »
KUALA LUMPUR (Jan 17): Pantech Group Holdings Bhd posted a net profit of RM11.19 million in the third quarter ended Nov 30, 2018 (3QFY19), up 11.3% from RM10.05 million a year earlier, mainly due to lower operating expenses and improved performance in its trading segment.

This boosted earnings per share to 1.51 sen from 1.36 sen, the company's stock exchange filing today showed. Quarterly revenue, however, fell 10.5% to RM140.16 million, from RM156.62 million in the same quarter last year.

The group also declared a second interim dividend in the form of shares via the distribution of treasury shares, for the financial year ending Feb 28, 2019. The distribution will be on the basis of one treasury share for every 100 existing shares held (1-for-100). The shares will be transferred to the accounts of shareholders on March 22.

For the nine months ended Nov 30, 2018 (9MFY19), Pantech's net profit rose a marginal 1.1% to RM36.18 million from RM35.77 million a year ago, as revenue inched up to RM466.6 million from RM465.22 million.

Going forward, Pantech said it is cautiously optimistic on the development in the oil and gas (O&G) industry as the price of crude oil has continued to fluctuate. 

Meanwhile, it said trade tensions around the world has caused open trade to turn protectionist and this in turn, is posing major challenges to its export business. This has resulted in its carbon steel manufacturing plant having to temporarily suspend its exports to the US.

“Notwithstanding the above, the group see opportunities to secure more orders from the increased activities in upstream oil and gas activities in Malaysia and Southeast Asia,” Pantech said.

It added that it will continue to prudently focus on and expand its existing revenue-generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as a major pipes, valves and fittings solutions provider to the O&G industry.

Pantech shares slipped one sen or 2.17% to close at 45 sen today, bringing it a market capitalisation of RM332.86 million. In the past 12 months, the stock has retreated over 28%.
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Re: KLSE starting to collapse
« Reply #11858 on: January 18, 2019, 04:36:00 AM »
(吉隆坡17日讯)大马棕油局(MPOB)主席丹斯里巴基沙烈预计,原棕油今年的平均价格,从去年的每吨2250令吉,改善到超过2500令吉。

同时,我国的原棕油产量将超过2000万公吨,比去年的1950万公吨高。

巴基沙烈今日在棕油经济检讨和展望大会致开幕辞时指出,去年由于产量和原棕油价格下跌,棕油领域的市况黯淡,但预见今年内原棕油领域的表现将改善。

他还说,大豆产量比预期低,也可能影响原棕油价格走势。

另外,大马棕油局总监拿督阿末库斯海利称补充,今年内,原棕油的出口将上涨到1720万公吨,去年底为1649万公吨。

同时,棕油库存到今年底时将减少到250公吨,比去年杪的322万公吨低。

出口收入增

而棕油出口收入将从去年的677亿令吉,上涨到750亿令吉。

由于大马和印尼的生物柴油使用率更高、令吉疲弱和埃尔尼诺效应可能再现,所以棕油价格今年内会更加稳固。

双印税务激励需求

另一方面,马银行投行指出,因即将进入低产季节,今年内原棕油价格已恢复到每吨2000令吉以上,是正面消息。

该行分析员说,最近印度政府宣布调低原棕油及精炼棕油的进口税率,也将激励大马的棕油需求。

他解释,我国棕油库存去年12月底触顶,达到322万公吨,原因是印尼的棕油更便宜,所以进口更高。但实际上棕油产能和出口大致持平,且本地消费上涨了19%至340万公吨。

库存月杪料减5%

分析员还说,独立货运调查公司Amspec和Intertek,分别预计大马1月首10日的棕油出口按年上涨53%,至45万7880公吨,和47%,报45万1845公吨。

“印尼出口税务重组及印度降低进口税,可能有助于大马的棕油出口。”

因此,分析员预计,假如这个走势持续,截至1月底棕油库存可能会跌至307万公吨,按年跌5%。

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Re: KLSE starting to collapse
« Reply #11859 on: January 18, 2019, 04:36:16 AM »
(吉隆坡17日讯)大马机场(AIRPORT,5014,主板交通和物流股)宣布,委任丹斯里再润阿里为该公司主席,以接替刚卸任的丹斯里赛安华。

该公司今日发表文告,现年67岁的再润阿里,1976年就投入司法界,并于2012年4月4日被委任为联邦法院法官,去年10月退休。

上月,再润阿里才被委任为国民投资机构(PNB)董事。目前,她也是联合国全球司法廉正网络的顾问。

另外,赛安华的辞呈即日生效。大马机场指出,他热诚地引领公司进行了文化改革。
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Re: KLSE starting to collapse
« Reply #11860 on: January 18, 2019, 04:36:34 AM »
(吉隆坡17日讯)成功置地(BJLAND,4219,主板消费股)旗下成功冲绳发展有限公司,今日与四季酒店与公寓公司签约,发展冲绳四季酒店和私人住宅项目,发展成本为4亿美元(约16.45亿令吉)

成功机构(BJCORP,3395,主板工业股)执行主席丹斯里陈志远今日在签约仪式上指出,这只是发展大蓝图中的首阶段项目。

该项目位于冲绳岛西海岸,靠近旅游景点,距离那霸机场大约50公里。

陈志远说:“这项目料耗时4年竣工,总发展成本为4亿美元,预计发展总值高达10亿美元(41.1亿令吉)。”

该项目约占地30英亩,将包括120间酒店房间,120个住宅单位和40座别墅。

每晚收费4940起

此外,该项目酒店高4层楼,他预计酒店住宿价格每晚介于1200美元(约4940令吉)至1500美元(约6170令吉)。

该项目发展所需资金,将会与银行洽谈。

另外,陈志远也补充;“我非常有信心该项目能取得非凡的成功,唯一遗憾的是我们多用了一些时间,我们和四季酒店与公寓进行了多次讨论,以确保项目细节,我认为所消耗的时间都是值得的。”

今日出席者还有四季酒店集团亚太区发展部高级副总裁黄绍晾、成功置地总执行长彭江生、成功机构总执行长陈永钦、执行董事郑之芬,以及泰国银行有限公司总执行长朱俊木强。

价格合理或出售

项目竣工后,陈志远表示会将项目中的酒店业务,交由四季酒店与公寓管理。

目前,四季酒店与公寓公司在全球47个国家,经营111家酒店和度假村,以及41项住宅产业。

此外,当问及在未来是否打算卖掉该项目的资产时,陈志远回答说:“一切都有可能,如果价格合理,我们会出售。”

他表示,该项目占大蓝图中100英亩的30%,剩余地段将用来建筑购物中心、平价酒店和住宅项目。

英国名车业务不受脱欧影响

陈志远在签约仪式后被记者询问,英国脱欧事件如果导致成功集团旗下英国豪华汽车业务不稳定时,是否打算将该业务出售。

他回答道:“不会。幸运的是,我们只出售豪华汽车。不管有没有英脱欧事件,想购买豪华汽车的人们还是会继续购买。”

陈志远指出,HR Owen公司并没有受事件影响,并预计今年将会更加出色。

目前,HR Owen公司隶属于成功集团菲律宾有限公司。

另一方面,在上月提到出售京都的四季酒店与公寓的计划,陈志远表示目前正与数家代表洽谈着售价,希望能从中得到最好的报价。

至于早前提出打算将酒店业务从成功置地分拆到新加坡上市的计划,陈志远仍然在进行中。
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Re: KLSE starting to collapse
« Reply #11861 on: January 18, 2019, 04:37:11 AM »
KUALA LUMPUR (Jan 17): Arich Holdings Inc has ceased to be a substantial shareholder of Tatt Giap Group Bhd after disposing of its entire 13.89% stake in the group.

Tatt Giap notified Bursa Malaysia today that Hong Kong-based Arich sold its entire 23.69 million shares on Jan 14.

Arich first emerged as a substantial shareholder in Tatt Giap in June 2015, after it converted its irredeemable convertible unsecured loan stocks (ICULS) into 27.52 million shares.

Tatt Giap’s share price fell one sen or 4.35% to 11 sen today, giving the group a market capitalisation of RM25.18 million.

The counter saw 32.62 million shares exchanging hands.
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Re: KLSE starting to collapse
« Reply #11862 on: January 18, 2019, 04:37:42 AM »
PETALING JAYA (Jan 17): Former poultry producer Sinmah Capital Bhd has earmarked RM100 million in capital expenditure for the construction of a hospital in Nilai as it makes its maiden venture into healthcare.

Via 70%-owned unit Sinmah Amegajaya Healthcare Sdn Bhd (SAH), the company inked a deal to acquire a property in Nilai for RM27 million, and plans to redevelop it into Malaysia’s first full-service ‘Integrated Public-Private University Hospital’ (IPPUH).

Speaking to reporters after the signing ceremony, Sinmah Capital’s managing director Datuk Fong Kok Yong said construction would be completed 28 months from March, and that the money would be raised through internally-generated funds and bank borrowings.

The company is also looking at a sukuk issuance of a couple of tranches to raise RM500 million to fund the development of a number of hospitals, Fong said, with the first tranche of RM200 million to be issued this year.

Even so, raising such amounts could prove challenging for the company formerly known as Farm’s Best Bhd given its soft financial and share price performance. The loss-making company closed one sen or 7.14% lower at 13 sen today, valuing it at RM7.94 million. Over the past year, the counter has lost a massive 66.1% of its worth.

Sinmah Capital divested its poultry business in 2017, after which it teamed up with Amegajaya Medical Planning Group (AMP) to establish SAH, the developer of the 200-bed IPPUH in Nilai.

“The Nilai hospital will chart many firsts including offering multi-tier services that meet the needs of different market segments and the setting-up of the country’s first integrated Centre of Excellence for Autism & Geriatric Care. Our first IPPUH will provide a blueprint for Sinmah Capital’s future investments in healthcare,” Fong said. Universiti Teknologi MARA (UiTM) would be the clinical partner in operating the Nilai IPPUH.

The IPPUH will provide a platform for the Government to introduce healthcare insurance which is crucial for the B40 group, he said, adding the company is also collaborating with some local insurance companies to help shape efficient healthcare economics.

He expects the hospital to break even in four to five years after it is operational, but said it would also depend on public acceptance.

He also said that the company aims to build a minimum of 20 to 25 IPPUHs over the next decade in a number of States including Negeri Sembilan, Malacca, Selangor, Perak and Kedah.

Fong revealed Sinmah Capital is looking to develop a hospital in Cheng, Malacca within the next few months, and establishing a nursing school next to the hospital. It has allocated RM200 million in capex for this development. Although some of the funds would be internally generated, it would also leverage bank borrowings and Islamic debt papers.
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Re: KLSE starting to collapse
« Reply #11863 on: January 18, 2019, 04:38:02 AM »
(吉隆坡17日訊)成功機構(BJCORP,3395,主板工業股)創辦人丹斯里陳志遠表示,目前正探討將成功置地(BJLAND,4219,主板消費股)除牌,並讓酒店業務在新加坡上市的計劃。

他早前披露,有意將成功置地從大馬交易所除牌,並脫售5至6項資產,以讓酒店業務到新加坡上市。

「我們作出這項決定,主要是因為上市條例限制。」

另外,他也確認脫售旗下京都四季酒店的意願,並表示,「我們仍在與數名夥伴洽商中。」

不過,他沒有透露明確的出售價格,僅表示,京都四季酒店是該集團的旗艦資產,因此希望可以以高價出售。

「作為一名生意人,若價格合適就可考慮賣出資產,目前考慮出售國外酒店業務,但將保留大馬酒店業務,如時代廣場酒店,以作為一項長期投資。」

他是在出席時該集團與四季酒店及度假酒店簽署合作協議共同發展日本沖繩四季酒店及私人住宅時,如是指出。

詢及英國脫歐是否會影響在英國的業務造成影響時,他表示,英國脫歐後,當地經濟增長放緩,但他並不打算脫售英國的豪華車業務。
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Re: KLSE starting to collapse
« Reply #11864 on: January 18, 2019, 05:43:45 AM »
(吉隆坡17日訊)成功機構(BJCORP,3395,主板工業股)創辦人丹斯里陳志遠表示,目前正探討將成功置地(BJLAND,4219,主板消費股)除牌,並讓酒店業務在新加坡上市的計劃。

他早前披露,有意將成功置地從大馬交易所除牌,並脫售5至6項資產,以讓酒店業務到新加坡上市。

「我們作出這項決定,主要是因為上市條例限制。」

另外,他也確認脫售旗下京都四季酒店的意願,並表示,「我們仍在與數名夥伴洽商中。」

不過,他沒有透露明確的出售價格,僅表示,京都四季酒店是該集團的旗艦資產,因此希望可以以高價出售。

「作為一名生意人,若價格合適就可考慮賣出資產,目前考慮出售國外酒店業務,但將保留大馬酒店業務,如時代廣場酒店,以作為一項長期投資。」

他是在出席時該集團與四季酒店及度假酒店簽署合作協議共同發展日本沖繩四季酒店及私人住宅時,如是指出。

詢及英國脫歐是否會影響在英國的業務造成影響時,他表示,英國脫歐後,當地經濟增長放緩,但他並不打算脫售英國的豪華車業務。

Argghhhhh :giggle: :giggle: :rofl:

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Re: KLSE starting to collapse
« Reply #11865 on: January 18, 2019, 06:51:40 AM »
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Re: KLSE starting to collapse
« Reply #11866 on: January 18, 2019, 06:53:04 AM »
KUALA LUMPUR (Jan 17): Arich Holdings Inc has ceased to be a substantial shareholder of Tatt Giap Group Bhd after disposing of its entire 13.89% stake in the group.

Tatt Giap notified Bursa Malaysia today that Hong Kong-based Arich sold its entire 23.69 million shares on Jan 14.

Arich first emerged as a substantial shareholder in Tatt Giap in June 2015, after it converted its irredeemable convertible unsecured loan stocks (ICULS) into 27.52 million shares.

Tatt Giap’s share price fell one sen or 4.35% to 11 sen today, giving the group a market capitalisation of RM25.18 million.

The counter saw 32.62 million shares exchanging hands.
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Re: KLSE starting to collapse
« Reply #11867 on: January 18, 2019, 07:06:56 AM »
Good morning dogkim  :clap:

   :handshake:  THANKS OLIENT 
for the 24hrs KOLEPS menu
 :giggle: :giggle: :rofl: :giggle: :cash: :cash:

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Re: KLSE starting to collapse
« Reply #11868 on: January 18, 2019, 11:47:38 AM »

(吉隆坡17日讯)大马政权转移后,市场静待推动经济增长的转折点出现,摩根大通(JP Morgan)认为银行领域将带领企业盈利增长,原棕油价格走扬、产业市场复苏皆是市场增长催化剂,惟不可忽略政府政策和低油价带来的风险冲击。

棕油价走扬 房市复苏
增长催化剂

摩根大通预计,富时综指2019年最乐观有机会上探1960点,最悲观可能降至1540点,温和预测则落在1780点。

2019年5月是希盟政府终结国阵政府61年政权后,执政满周岁的日子。摩根大通指出,将继续关注由旧政治经济转型至促进中长期增长的经济情况。

综指可望上探1960点

摩根大通指出,假设2019年财政赤字下滑至3.4%,将有助于支撑消费增长,并有可能取得4.7%的经济成长。

“但是,私人投资(资本支出)按年增长5%,依然无法抵销政府削减、延迟、取消大型基建项目带来的缺口,值得庆幸的是,大马并未陷入双赤字。”

该行认为,对大马而言,中长期的催化剂为私人投资(资本开支)从公共开支减少中复苏。

摩根大通表示,政府取消消费税(GST)后,对石油的依赖性更高,低油价更展示了财务脆弱性(摩根大通预测2019年石油价格每桶84美元,比现货价格高18%)。

债券回酬率上升风险增加

该行认为,大马债券回酬率上升的风险增加,因为了填补赤字,债券发行规模将远超越预期。

摩根大通指出,总结来说,大马面对的主要风险包括政府政策转变的影响,导致尤其是政府相关公司的股本回酬转为负面、潜在低油价带来的财务压力和持有大马政府债券的外资比重高达41%。

成本增
银行赚幅承压

至于企业盈利方面,摩根大通预计,2019年整体每股盈利增长3.3%,主要由银行股领涨,但不可忽略银行可能会面对净利息赚幅承压和信贷成本增加的下行风险。

该行认为,政府相关公司盈利表现充满不确定性,并面对了清理和加强监管方面的风险。

“另外,原棕油价格平均2500令吉(比现货1900令吉增32%)也对种植业带来正面影响。”

摩根大通指出,马币继续承压将使出口公司受益,因这些公司将因马币疲弱而走扬,受惠领域包括塑胶、科技、种植和石化。

摩根大通也关注已沉静许久的产业市场,是否能在今年出现回弹现象。

看好顶级手套戴乐 吉隆坡甲洞 绿盛世

摩根大通首选股为顶级手套(TOPGLOV,7113,主板医疗保健组),因其手套产品在新兴市场需求不断增加。

该行也看好吉隆坡甲洞(KLK,2445,主板种植组),认为可从潜在高原棕油价格中受惠,而顶级手套和吉隆坡甲洞也是马币疲弱的潜在受惠公司。

油气股方面,摩根大通看好戴乐集团(DIALOG,7277,主板能源组),因其业务以下游位置,而绿盛世(ECOWLD,8206,主板产业组)料可从产业需求增加中受益。

该行也建议避开联昌集团(CIMB,1023,主板金融服务组),因面对企业增长和资产素质风险,金务大(GAMUDA,5398,主板建筑组)则因建筑领域表现疲弱影响订单前景。

 

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Re: KLSE starting to collapse
« Reply #11869 on: January 18, 2019, 11:48:11 AM »

(吉隆坡18日讯)马币兑美元货币汇率18日持稳。

截至早上9时10分,马币兑美元升至4.1100/1150,高于周四的4.1120/1150。

据《马新社》引述交易商发言指,油价回弹,同时投资者欢迎美国可能解除美国关税的消息,有助令吉回稳。

马币兑其他区域货币汇率也走升

马币兑新元升至3.0303/0362,高于周四的3.0318/0344。

马币兑欧元升至4.6817/6890,高于周四的4.6844/6895。

惟马币兑日圆升至3.7606/7659,高于周四的3.7811/7850。

马币兑英镑跌至5.3315/3396,低于周四的5.2954/2009。
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Re: KLSE starting to collapse
« Reply #11870 on: January 18, 2019, 11:48:41 AM »
Tomypak Holdings Bhd
(Jan 17, 69.5 sen)
Maintain underperform with an unchanged target price (TP) of 49.5 sen: We visited Tomypak Holdings Bhd’s new factory, located in Senai, Johor, on Wednesday and came away feeling comforted by the progress of its capacity expansion plan.

The Senai factory is the group’s second factory, with a current capacity of 34,000 tonnes/year (265,000 sq ft) versus the first factory in Tampoi, Johor (6,000 tonnes/year on 150,000 sq ft).

This brings Tomypak’s total capacity to 40,000 tonnes/year, which is higher than our estimated capacity of 32,000 tonnes/year for financial year 2019 (FY19).

We initially expected slightly slower expansion progress, but management decided to expedite the expansion plans.

Going forward, we do not expect new capacity expansion till FY21 while we believe management is strongly focused on increasing the existing utilisation rate of 46%.

Having invested a total capital expenditure (capex) of RM166 million in the new Senai factory over the past three years, the production lines consist of a film casting line, rotogravure printing lines, a flexo printing line, dry lamination lines, extrusion lamination lines, vacuum metalising line and 16 slitters.

Moving forward, we expect lower capex of RM10 million for FY19 (versus RM30 million previously) as management indicated that there is no more new addition to equipment while capex will be more on maintenance.

The recent cumulative nine months of FY18 (9MFY18) results saw margin being compressed from 7.5% in 9MFY17 to 2.5% in 9MFY18.

The main reasons for the compression were attributed to: i) lower average selling price arising from steep competition; ii) higher raw material costs; iii) higher depreciation expenses from purchases of new equipment for the Senai factory; and iv) higher financing costs from increased borrowings drawn down to finance the purchase of new equipment.

We do not foresee any significant improvement in margins for FY19 as we believe raw material prices will remain volatile.

However, we may seek to upgrade our margins assumption upon stronger signs of margin improvement in coming quarters.

For FY19, management indicated that efforts are being made to expand its revenue streams in both local and overseas markets.

As such, we conservatively estimate a slightly higher FY19 utilisation rate at 50% on capacity of 40,000 tonnes/year (versus 49% utilisation on 32,000 tonnes/year capacity previously).

We increased our FY19 estimate earnings by 35% to RM3.8 million (assuming 50% utilisation on 40,000 tonnes/year capacity) but make no changes to our FY18 estimates (45% utilisation on 28,000 tonnes/year capacity). — Kenanga Research, Jan 17
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Re: KLSE starting to collapse
« Reply #11871 on: January 18, 2019, 01:22:19 PM »

KUALA LUMPUR: The FBM KLCI extended gains on Friday as investor sentiment improved over reports of progress in US-China trade talks.

The local benchmark index extended its lead over the 50-day simple moving average, which suggests improving investor sentiment.

   
On Thursday, The Wall Street Journal reported that US Treasury Secretary Steven Mnuchin dicussed lifting some or all tariffs on Chinese imports during trade discussions scheduled on Jan 30.

In the morning session, Bursa Malaysia saw 1.49 billion shares exchanging hands with a value of RM884.2mil. There were 395 gainers versus 308 decliners and 329 counters unchanged.

KLCI-linked counters seeing positive price action included Petronas Chemicals climbing 21 sen to RM8.61, MISC rising four sen to RM6.64 and Axiata gaining two sen to RM4.03.

Most active counters on the market today included Bumi Armada rising three sen to 19 sen, Sapura Energy losing 0.5 sen to 28.5 sen and Xinghe gaining 0.5 sen to 4.5 sen.

Heitech Padu hit limit up after surging 30 sen to 86 sen in active trade following StarBiz's report that its 80% owned unit, MyPay, will be making its foray into the government e-services space.

Meanwhile, DRB-Hicom saw selling pressure with a 10 sen fall to RM1.69 on news that its indirect subsidiary Proton Automobiles (China) Ltd was hit with a claim of RM522mil from Goldstar Heavy Industrial Co Ltd.

Oil prices were propped up by the prospect of a trade resolution while a share fall in Opec production last month eased concerns of a supply glut.

US crude gained 57 cents to US$52.64 a barrel while Brent crude put on 57 cents to US$61.75 a barrel.

In currencies, the ringgit was marginally lower against the greenback at 4.1160. It was 0.1% weaker against the Singapore dollar at 3.0356 and 1% lower against the pound sterling 5.3437.
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Re: KLSE starting to collapse
« Reply #11872 on: January 18, 2019, 04:17:36 PM »
(吉隆坡16日讯)PUC控股集团(PUC,0007,创业板)宣布,子公司Wealth Pursuit私人有限公司与Chiyo资产管理株式会社签署了解备忘录,以争取投资机构资本以发展金融服务业务。

PUC控股集团日前向交易所报备,Wealth Pursuit已和Chiyo资产管理签署了解备忘录,有效期为1年。

Chiyo资产管理的投资组合超过5亿美元(约20.43亿令吉)。PUC控股相信,和Chiyo资产管理合作,可以获得投资机构的资本,以发展金融服务业务。

该公司还补充:“合作后,Chiyo资产管理可以提供资金和支援给Wealth Pursuit,以进行大马劳工基金(Yayasan Pekerja Malaysia,简称YAPEM)的项目。也就是为Yapem的会员提供微型贷款。”

上周,Wealth Pursuit宣布了,将与YAPEM合作,为后者研发一个自动化系统平台,以让YAPEM成员来参与这个微型融资的平台。
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Re: KLSE starting to collapse
« Reply #11873 on: January 18, 2019, 04:19:11 PM »
(吉隆坡16日讯)PUC控股集团(PUC,0007,创业板)宣布,子公司Wealth Pursuit私人有限公司与Chiyo资产管理株式会社签署了解备忘录,以争取投资机构资本以发展金融服务业务。

PUC控股集团日前向交易所报备,Wealth Pursuit已和Chiyo资产管理签署了解备忘录,有效期为1年。

Chiyo资产管理的投资组合超过5亿美元(约20.43亿令吉)。PUC控股相信,和Chiyo资产管理合作,可以获得投资机构的资本,以发展金融服务业务。

该公司还补充:“合作后,Chiyo资产管理可以提供资金和支援给Wealth Pursuit,以进行大马劳工基金(Yayasan Pekerja Malaysia,简称YAPEM)的项目。也就是为Yapem的会员提供微型贷款。”

上周,Wealth Pursuit宣布了,将与YAPEM合作,为后者研发一个自动化系统平台,以让YAPEM成员来参与这个微型融资的平台。

ARGGHHHHH......  :giggle: :giggle: :giggle:

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Re: KLSE starting to collapse
« Reply #11874 on: January 18, 2019, 06:18:40 PM »
 :D :D :D.........Kimmiko SAN.,Sifu karrunguni prediction no run water :thumbsup:,...... ;)2019 stk maket recovery year,keep your cheap abalones,no property conter ;) 8) 8).......2018 property breathless ,2019 rise of NPLs,the higher the price the faster touch wood,mid 2019 lelong, consider quit  job,work in lelong house until 2021!!   ;)

Don't follow only std 6 prediction :P :P

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Re: KLSE starting to collapse
« Reply #11875 on: January 18, 2019, 08:45:08 PM »
:D :D :D.........Kimmiko SAN.,Sifu karrunguni prediction no run water :thumbsup:,...... ;)2019 stk maket recovery year,keep your cheap abalones,no property conter ;) 8) 8).......2018 property breathless ,2019 rise of NPLs,the higher the price the faster touch wood,mid 2019 lelong, consider quit  job,work in lelong house until 2021!!   ;)

Don't follow only std 6 prediction :P :P

Every year recovery year, every year keep on dropping  :D :D
Go back * your abalone  :P :P
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Re: KLSE starting to collapse
« Reply #11876 on: January 21, 2019, 12:48:45 AM »
美股走势趋向稳定,且中国央行准备推行刺激经济的措施,市场人士认为,投资者的信心正缓慢恢复,但市场仍充斥着各种隐忧,马股本周的走势难料。

回顾上周,由于中国最新公布的出口数据意外萎缩,加剧市场担忧,富时隆综指在首个交易日即走低7.06点,报1676.16点。

尽管中国央行计划祭出减税等一系列刺激经济的措施,带动马股小反弹。

虽英国议会否决了首相特蕾莎·梅的退欧协议,拖累马股一度跟着亚洲股市走低,但随后有报道指称美国有意放宽对中国进口商品征收的关税,激励综指在最后两个交易日上涨。

综指上周五收挂在1692.22点,按周上涨9点或0.53%。

Inter Pacific研究主管冯廷秀在接受《南洋商报》电访时指出,若综指能在本周冲破1696和1699点,将有望挑战1700点关口。

假设综指转而向下,首个扶持水平为1685点,依次为1679点和1668点。

他解释,中国央行降准可释放大量的资金,让全球市场的情绪良好。

另外,国内企业商业机器(MSNIAGA,5011,主板科技股)上周宣布,获颁总值19亿253万902令吉合约,也提振国内投资者交投情绪。

“这或促使更多的企业公布获颁合约,有望进一步激励市场的信息。”

他也留意到,上周五的总成交值接近30亿令吉,高于过去一年的日均成交值,显示交投逐渐改善。

无论如何,他认为市场仍充斥着各种隐忧,外有中美贸易谈判悬而未决,内有我国外贸数据低迷。

“这或影响部分出口股的净利,且有可能冲击投资者的信心。”

不再大起大落

他还点出,尽管马股目前呈上扬趋势,但步伐非常缓慢,因而谨慎看待马股在农历新年的涨潮。

另一方面,资深股票经纪卢文豪认为,美股的表现已逐步趋向稳定,让马股的表现不再大起大落。

但是,考虑到我国的经济展望不明朗,市场缺乏新鲜指引,马股本周的走势难以预测。

他也指出,虽然市场憧憬中美有望达成协议,且美联储展缓升息,但外资难以在短暂的时间内回流。

“外资离开我国时,花费了一段时间,即便如今回流,同样需要一段时间方能看到效果。”

油气股可短线交易

冯廷秀认为,油气股目前呈上扬趋势,但建议投资者短线买入,不宜长期持有。

他解释,虽然国际原油价格上扬,但全球经济放缓,因而谨慎看待油气领域的前景。

另外,他建议投资者留意获颁大合约的商业机器,以及海德(HTPADU,5028,主板科技股),后者将在下个月推名为“Mpay”的电子服务,为政府代收传票、学生贷款和税收。

“这些合约的价值很大,且可持续未来几年,因此,买盘料不会马上套利。”

卢文豪建议,投资者须谨慎交易走势波动的股票,尽量避免“追高”,以免被困在高价位。

“投资者不妨留意基本面良好的建筑股,主要是该领域的利空消息已出尽,任何利好消息有可能次季股价走高。
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Re: KLSE starting to collapse
« Reply #11877 on: January 21, 2019, 01:29:10 AM »
(吉隆坡19日讯)马电讯(TM,4863,主板电讯媒体组)正寻求脱售旗下商业程序外包公司VADS。

消息人士对《The Edge》财经周刊表示,马电讯已最后圈定了数个买家。

消息指出,马电讯计划脱售该业务已有一段时间。

马电讯受询时表示不欲对市场传言置评。

曾在大马交易所上市的VADS,在2008年被马电讯私有化和除牌。VADS在2017年取得2亿5106万令吉税后盈利。
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Re: KLSE starting to collapse
« Reply #11878 on: January 21, 2019, 01:29:28 AM »
(吉隆坡19日讯)MBM资源(MBMR,5983,主板消费产品服务组)有意脱售已投资逾1亿令吉的合金轮圈工厂。

MBM资源执行主席拿督阿都拉欣阿都拉林对《TheEdge》财经周刊表示,此前与中国合金车轮制造商中信戴卡(Citic Dicastal)达成的合作已宣告失败。

“我们已经与中方讨论,最后,他们并不热衷于(合作)。所以我们决定关闭该工厂,因为要达到收支平衡仍需要时间,我们正在寻找买家。”

他补充说,该工厂自2012年开始运营以来一直亏损。

初期投资共1亿零300万令吉,大部份在过去数年作了减值。

他指出,由于第二国产车(Perodua)的支持,亏损已减少,但所获得的支持仍然不足。

MBM资源持有第二国产车的22.58%股权。
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Re: KLSE starting to collapse
« Reply #11879 on: January 21, 2019, 01:29:47 AM »
(吉隆坡19日讯)Eastland(EASTLND,2097,主板消费股)评估现有营运、财务及营运资本需要,决定取消发行附加股与免费凭单计划。

该公司向交易所报备,评估现有经商大环境,当初预期可筹获的款项料未能符合公司筹资需求。

“因此,管理层决定取消这项计划,但做为长期发展倡议,正积极探讨各种建议,以推出更全面的筹资活动,进一步改善财务状况。”

Eastland于2017年11月6日提出两项企业活动,包括以5配6比例发售附加股,每认购2附加股的股东可获送1张凭单;另外再以2326万5000令吉收购亚庇商业地皮。

终止卖地

除了取消发行附加股与送凭单计划,亚庇商业地皮卖家PCK产业私人有限公司也在前日通知董事局,无法符合买卖合约中的条件,因有关项目的策划核准已失效。

“在获取延长策划核准这事仍充满变数,公司已与PCK产业达至共识,中止有关商业地皮买卖。”
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Re: KLSE starting to collapse
« Reply #11880 on: January 21, 2019, 01:30:12 AM »
(吉隆坡19日讯)侨丰创投(OSKVI,0053,创业板)宣布,多元化投资至新加坡的废弃物管理公司——蓝星球环境方案公司(Blue Planet Environmental Solutions),盼能对环境保护做出贡献。

该公司营运总监余志伟通过文告指出,对于能投资绿色技术领域感到兴奋。

“蓝星球环境方案在发展绿色能源方面,拥有卓越技术,在废弃物管理方案方面也创下优良纪录。我们期望能与这公司一同壮大,同时也能在社会发展方面有所贡献。”

蓝星球环境方案公司在废弃物管理方面,拥有业务混合的价值业务链,随着侨丰创投确定投资,将继续引进创新技术,管理内部与其他废弃物管理业务链。

“引进的创新技术中,包括将薄膜塑料转化为商业用柴油、将市政府级别的有机废弃物转化为堆肥及沼气等,尽可能达零浪费与零填埋政策。”

去年售股近6.5%

蓝星球环境方案创办人兼总执行长布朗桑星补充,随着侨丰创投的合作,有助公司继续拓展区域业务。

另一方面,侨丰创投也向交易所报备,过去一年脱售的股票已超出最新已审核净资产的5%,共计1387万令吉或6.49%。
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Re: KLSE starting to collapse
« Reply #11881 on: January 21, 2019, 01:30:34 AM »
(吉隆坡19日讯)同益岸外(TAS,5149,主板交通与物流股)截至11月杪次季,净利转亏为盈,录得128万6000令吉;累积首6个月,净利按年暴涨2.3倍至223万4000令吉。

该公司向交易所报备,上财年同期净亏155万9000令吉。次季营业额按年增长34.66%,从去年1170万7000令吉上扬至1576万5000令吉。

文告指出,印尼已展开35吉瓦发电项目,其中煤炭发电厂占总产出的60%,预料将创造每年介于1.6亿吨至1.7亿吨的煤炭需求。
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Re: KLSE starting to collapse
« Reply #11882 on: January 21, 2019, 01:30:54 AM »
(吉隆坡19日讯)成功集团(BJCORP,3395,主板工业股)与上海汽车集团乘用车公司(SMPV)签署了解备忘录,探讨合作制造、组装和销售Morris Garages(MG)品牌汽车

成功集团向交易所报备,也计划在本地提供这英国汽车品牌的售后服务和其他相关服务。

SMPV是上海汽车集团股份有限公司的子公司,上市于上海交易所,从事制造、销售、及研究与开发自主品牌汽车。

该公司指出,这项没有法律约束的备忘录。
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Re: KLSE starting to collapse
« Reply #11883 on: January 21, 2019, 01:31:10 AM »
(吉隆坡19日讯)国油石化(PCHEM ,5183,主板工业股)最近股价疲弱,分析员认为,市场对于该公司的盈利风险过度担忧。

兴业研究指出,该公司的使用率今年内料上涨,因此市场对于市场盈利风险的担忧过度。同时,由于甲醇价格仍强劲,盈利将维持韧力。

该行分析员解释,去年第三季,国油石化厂房使用率仅达79%,主要被化肥及甲醇(F&M)业务的停运所拖累。

除了厂房使用率低,分析员相信,去年末季,与原油价格走势一致,高密度聚乙烯(HDPE)和低密度聚乙烯(LDPE)的价格疲弱。

且美国页岩油推动的新聚乙烯产能,也压抑了相关的产品价格。是导致最近国油石化股价走低的原因之一。

不过,分析员也认为,化肥及甲醇厂的使用率料提高,将助抵消部分甲醇价格下跌的冲击。

分析员预计,今年内,国油石化将只在次季和第三季,针对PC烯烃厂房(占总产能5.4%)和沙巴尿素氨厂房(SAMUR)(占总产能15%)进行1次大型维修。

今年内的停运会比去年少,因为旗下的4个主要厂房都已经停运了,有信心该集团今年整体的厂房使用率将更强劲,达94至97%,比去年的全年预测89至90%高。

全年料净赚5.3亿

而且,国油石化2018财年的净利保守预计为5亿2800万令吉,已把产品价格激烈下跌纳入计算。

“石化产品的价格也由石油价格复苏走势所支撑。”

另外,分析员指出,若该公司的派息率从50%,大涨到100%,周息率也会上涨到5.6%。因为母公司国家石油(Petronas)必须派发特别股息给政府。

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Re: KLSE starting to collapse
« Reply #11884 on: January 21, 2019, 01:31:28 AM »
(吉隆坡19日讯)MBM资源(MBMR,5983,主板消费股)计划脱售蒙受亏损的合金车轮厂房。

MBM资源主席拿督阿都拉欣接受《The Edge》财经周刊电访时指出,此前宣布与中信戴卡股份有限公司(Citic Dicastal)的合作计划,旨在提振销售和提振成本效益,惟最终无法成行。

“我们曾与中方洽谈,但他们对合作计划不感兴趣。所以,我们决定关闭该产房,因为离收支平衡点还有挺大的差距。我们正征求买家。”

连年亏损

不过,他并未透露该公司对产房的要价。

根据报道,这个厂房自2012年投入运作以来,连年亏损。MBM资源投入了1.03亿令吉的初始成本,而绝大部分已在过去数年减值。

财报显示,在2016和2017财年共为该厂房减值了6190万令吉。

亏损的原因在于产品拒绝率高、生产效率低,且每年可生产100万个合金车轮的产房利用率也低。

此外,尽管可将生产的车轮供应给第二国产车,但仍面临低销售价和销售量不足问题。

阿都拉欣坦言,虽然得益于第二国产车扶持,让厂房亏损大幅收窄,但这还不足够。

值得一提的是,MBM资源持有第二国产车22.58%的股权。
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Re: KLSE starting to collapse
« Reply #11885 on: January 21, 2019, 01:31:52 AM »
Venture capital and private equity investment in Southeast Asia has soared to record levels as scores of new investors pour into the region. In 2017, the number of recorded venture capital deals rose to 524, four times the level of 2012, and private equity deal value rose 75% to US$15 billion, breaking out of a decade-long phase of flat growth.

Suddenly, all signs are pointing up. Technology companies attracted the bulk of new capital, rising to 40% of deal count in 2017 from 20% in 2014. Southeast Asia-dedicated funds’ dry powder — committed but unspent capital — has more than doubled since 2012. The region also has produced its first set of unicorns — new companies that rapidly achieve market valuations of US$1 billion or more. Since 2012, ten unicorns, including Grab, Go-Jek and Traveloka, have created a combined market value of US$34 billion, ranking Southeast Asia No 3 in Asia-Pacific, behind only China and India.

Can Southeast Asia sustain the new momentum? We see the conditions in place for a long-term investment boom. The region’s venture and private equity ecosystems have developed critical mass and are entering a new phase of growth. Our research shows private equity deal value over the next five years is likely to total US$70 billion — double the level of the previous five years. By 2024, we expect the region to produce at least 10 new unicorns.

But surging investment in Southeast Asia means increased competition and higher valuations. To prosper in a changing market, venture capital and private equity investors will need to redouble their focus on value creation and organic growth.

 

Stoking the boom

Several important shifts argue for a step change in investment activity in Southeast Asia. One is the steady influx of new venture capital and private equity participants. The number of active investors completing private equity transactions with deal values of US$10 million or higher rose to 124 in 2017, a 45% increase from the previous five-year average. The pool of institutional investors, in particular, has expanded significantly. New investors are attracted by the region’s strong macroeconomic fundamentals, the chance to invest in emerging regional champions and a deepening secondary market for deals of all sizes. The mix includes a combination of local venture capital funds and private equity funds, sovereign wealth funds and global funds. Navis Capital, for example, recently launched a US$1.75 billion fund focused on Southeast Asia and Australia.

The region’s maturing bench of start-ups is another powerful investment catalyst. More than 1,300 companies in Southeast Asia received a first round of seed, or Series A, financing since 2011, including 261 in 2017 — five times the level of 2011. Overall, the region’s increasing demand for capital has dovetailed with rising supply — a signal that company owners across the region are growing more receptive to venture capital and private equity investment.

Strong exit momentum and healthy returns are also increasing the pace of investment by recycling capital faster. In 2017, the exit deal value rose to US$16 billion, up 86% from the previous five-year average. That virtuous investment cycle helps private equity fund managers feel more confident about raising new funds and putting capital to work. And as private equity funds expand their portfolios, they broaden the potential market for secondary transactions.

Deeper integration of the Asean market encourages companies to expand across borders, accelerating their growth. Even businesses that traditionally focused on local markets are attracting capital to expand regionally. Fullerton Health, for example, now operates more than 500 clinics in eight Asia-Pacific countries, after being founded in 2011 with the acquisition of two corporate healthcare providers in Singapore. BookDoc, a three-year-old Malaysian start-up with venture funding, connects patients with healthcare providers and has built an online platform spanning five countries.

Government initiatives have helped spur venture capital investments and start-up centres. Singapore’s Startup SG Founder programme, for example, provides US$3 in matching funds, up to US$30,000, for every dollar that new entrepreneurs raise. Companies seeking to raise a second round of US$2 million to US$4 million receive one dollar in matching funds for every dollar they raise. These moves and others have helped boost the percentage of Singapore-based start-ups that receive follow-on funding to the same level as start-ups in Europe. Governments throughout Southeast Asia are pursuing similar policies. In 2016, the government of Vietnam announced it would offer legal and financial support to 2,600 start-ups over the next

 

10 years through its accelerator, Vietnam Silicon Valley.

Though Singapore remains Southeast Asia’s investment hub, vibrant start-up ecosystems are emerging across the region, creating a broader base for future investment. The number of companies in Indonesia raising a first round of funding in 2017 rose more than 300% from 2012. Together, Indonesia and Vietnam generated 20% of the region’s private equity deal value over the past five years, and that percentage is likely to grow. A recent Bain & Company survey showed nearly 90% of investors said the hottest Southeast Asian markets outside of Singapore in 2018/19 will be Indonesia and Vietnam.

Strong investor interest in the region’s developing technology sector and other consumption-based industries is likely to help sustain higher levels of investment. A 2017 study co-authored by Temasek Holdings and Google forecasts that Southeast Asia’s US$50 billion internet economy will quadruple by 2025. We expect the technology sector to contribute 20% to 40% of deal value over the next five years.

The financial technology sector, in particular, is expanding rapidly. Based on the valuations of leading fintech companies and strong investor interest in the sector, we expect two or three fintech unicorns to emerge by 2024. Information and communication technology firms are also growing rapidly and attracting larger pools of venture and private equity investment.

More than 60% of top private equity and venture capital professionals in Southeast Asia predicted that technology will be the leading investment sector for 2018/19, our research shows. In addition, we see a redoubling of investor interest in healthcare and education — sectors with significant long-term growth potential, but traditionally fragmented.

 

Navigating new terrain

Southeast Asia’s maturing venture capital and private equity ecosystems create powerful momentum for ongoing investment. But competition is increasing and valuations are rising — the average multiple of enterprise value-to-earnings before interest, taxes, depreciation and amortisation for private equity transactions is 17, the highest level in a decade. At the same time, uncertainty about global economic growth is rising and new technologies are accelerating disruption across many industries.

To create value in this changing market and help sustain the investment boom, venture and private equity investors will need to help portfolio companies achieve stronger growth and performance. In the coming year, some sectors in Southeast Asia will face greater pressure than others. Investors targeting healthcare and medical technology, for example, already face intense competition. In our experience, investors who succeed in adding significant value to their companies share a common approach based on four investment guidelines.

The most successful investors will take an Asean perspective when evaluating deals and incorporate cross-border expansion in their value-creation plans. Companies that diversify across Southeast Asia grow faster and reduce the risk of reliance on a single economy. The region’s new unicorns highlight the potential for spectacular value creation.

They will also get the right talent in place from the start. Bain research shows portfolio companies’ leadership is the greatest source of success or failure for value creation in Asia-Pacific investing — and talent is particularly scarce in the region. But many investors take an overly positive view of management teams early on and delay making changes.

Winning investors also will build commercial excellence to fuel organic growth. Accelerating top-line growth lifts profitability and magnifies exit multiples, but it is hard to get right. Only 24% of general partners say they have met their top-line expectations in most of their portfolio companies over the last few years, according to Bain & Co’s 2018 private equity survey. Leading private equity firms build strength in commercial excellence by increasing customer segmentation, upgrading sales-force effectiveness and revisiting pricing or product portfolio strategy.

Finally, they will use digital tools to improve strategic position and performance. Top global investors are helping management teams understand how new technologies are shifting their profit pools. Digital tools can help them take practical steps to improve their strategic position, commercial performance and cash flow. Portfolio companies that embrace digital strategies are better positioned to manage disruption and keep pace with rapidly changing markets.

Investing in Southeast Asia is taking off but new challenges will require investors to navigate adroitly. Those who build regional businesses, secure top talent, improve commercial excellence and harness digital technologies will be best positioned to produce the solid returns they have long been anticipating.

Suvir Varma is a senior adviser with Bain & Co’s Global Private Equity practice, based in Singapore. Alex Boulton is a principal in the firm’s Singapore office. Francesco Cigala is a partner and head of the firm’s Kuala Lumpur office.
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Re: KLSE starting to collapse
« Reply #11886 on: January 21, 2019, 01:32:13 AM »
KUALA LUMPUR (Jan 19): Since  October last year the Genting Group has been hit by a series of negative developments — an increase in casino duties, yet another delay to the opening of its 20th Century Fox World theme park in Genting Highlands, and a lawsuit from Wynn Resorts.

But there is one thing that may change Genting’s spate of bad luck — a license for an integrated casino in Japan, one of the world’s last major untapped casino markets.

To-date, at least seven foreign casino giants have openly said they intend to secure one of the three integrated casino resort licenses to be made available in Japan.

Four of them are based in Nevada, the US.

The remaining three are Asia-based gaming firms, including Genting Singapore Ltd.

Will the Genting Group be able to change its fortune?

Read about it in the latest issue of The Edge.
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Re: KLSE starting to collapse
« Reply #11887 on: January 21, 2019, 01:32:52 AM »
NEW YORK: Following are five big themes likely to dominate thinking of investors and traders in the coming week.

BREXIT: SHOULD I STAY OR SHOULD I GO?

   
Another week closer to the date Britain leaves the European Union. Or are we? Given how crushingly Prime Minister Theresa May's Brexit divorce deal was defeated by lawmakers, there is little chance her Plan B -- to be presented in coming days -- will get away with just minor amendments. So markets now reckon the March 29 deadline will be extended to give parliament more time to negotiate the manner of exit or even to organize a second referendum.

The optimism has driven sterling to two-month highs against the dollar, with 4 percent-plus gains from Jan 3 lows. Options markets too imply further pound strength over the three-month period that encompasses the deadline.

Of course, markets' glee could be misplaced. If May fails to forge consensus within her party and with opposition leader Jeremy Corbyn and if parliament fails to agree an extension, Britain will crash out the EU without a deal. Corbyn wants a pledge from May to block no-deal Brexit before joining cross-party talks but May describes this as impossible. Her Plan B will be unveiled on Monday and voted on by parliament on Jan. 29. Sterling looks set for another volatile week.

MOUNTAINS CAN'T TURN

Coming days will show whether China's run of weak economic data continues as it releases fourth quarter growth numbers as well as investment and retail sales for December. But if anything, markets could be surprised on the upside after shockingly bad figures on exports and factory output. Growth is expected to print at 6.4 percent for the fourth quarter, the weakest since the global financial crisis. But that would be in line with rates Chinese policymakers may be targeting - sources tell us some have proposed lowering growth targets to between 6.0 and 6.5 percent.

Beijing has unveiled a series of fiscal and monetary support measures. Yet, unlike in 2015 or during prior slowdowns, the government has been careful to avoid simply throwing state money at the problem. As the Chinese proverb goes, mountains cannot turn, only rivers can. Be it household spending sops, tax cuts, infrastructure projects funded by local governments or money market operations, China seems determined not to turn its back on a commitment to deleveraging and market reform and that makes it difficult to say when the economy will rebound.

3/DRAGHI-ING ON

ECB bond-buying is officially over but with economic data and inflation both continuing to underwhelm, the central bank has little time to relax. Policymakers have acknowledged the euro zone slowdown could last longer than anticipated but will be hoping nonetheless that upcoming data might bring some relief.

In particular, they will monitor the snapshot of business activity in the bloc in the shape of flash PMIs for January. They are out on Thursday, hours before the ECB meeting, and Reuters polls indicate some stabilization is likely after recent dire readings. Powerhouse Germany, which barely skirted recession in the latter part of 2018, releases its ZEW sentiment survey on Tuesday.

ECB President Draghi is as yet unlikely to change his assessment of the balance of risks facing the economy, but that may be just a question of time. After all, China's economic slowdown and the U.S. government shutdown are weighing on global growth and the euro zone still needs to weather the fallout from Brexit.

4/SHUTDOWN SLOWDOWN?

Last year at Davos, U.S. Treasury Secretary Steven Mnuchin sent the dollar plunging by saying a weak currency was good for the United States. This year though, with a government in shutdown, President Donald Trump has canceled Mnuchin's Switzerland trip.

Trump is also economizing in other ways, including buying MacDonalds' burgers for White House visitors. But anxiety is growing over how much the shutdown could hit U.S. growth and to what extent it will filter to already stuttering world growth. So far, damage looks limited -- jobless claims have continued to fall and the Philly Fed business outlook survey was above-forecast.

But the longer it continues, the worse it gets. Not only are 800,000 government workers going without pay, a delay to tax refunds for other citizens will hit companies reliant on consumer spending.

The government has until early March before the debt ceiling kicks in. It could then also miss some social security payments. But the Democrat-controlled House shows no sign of agreeing Trump's demands for $5.7 billion to fund a border wall. And a House vote to fund the government through Feb 28 was postponed to the coming week.

Mnuchin meanwhile has declined to testify to the House about how the shutdown may impact the upcoming tax filing season.

5/IT'S COLD OUT THERE...

Yes, it is that time of year again! Movers and shakers from politics, central banks, industry and finance descend onto the Swiss Alpine town of Davos to brainstorm, chinwag, network, ski, party and figure out how to deal with some of the world's most pressing problem.

Japan's Prime Minister Shinzo Abe and German Chancellor Angela Merkel will join Irish Taoiseach Leo Varadkar and South Africa's Cyril Ramaphosa, among others. Of course no Davos would be complete without International Monetary Fund chief Christine Lagarde, while Britain's Prince William will add a splash of royal glamor. And then there are the new(ish) kids on the block: Brazil's far-right President Jair Bolsanero, Italy's Giuseppe Conte and his Spanish counterpart Pedro Sanchez.

But more noteworthy may be the list of those who won't come: U.S. President Donald Trump and his cabinet, Brexit-bound British Prime Minister Theresa May and French President Emmanuel Macron, who will stay at home to deal with the \"yellow vest\" protests.

This year's theme at the annual meeting of the World Economic Forum? \"Globalization 4.0: Shaping a Global Architecture in the Age of the Fourth Industrial Revolution\". - Reuters
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Re: KLSE starting to collapse
« Reply #11888 on: January 21, 2019, 06:34:11 AM »
(吉隆坡18日讯)Muamalat银行今日宣布调高基准率(BR)及基本融资利率(BFR),分析员认为,这纯粹是应对融资成本上涨,并非预示银行领域出现风险的迹象。

Muamalat银行总执行长拿督莫哈末利德查今日发布文告指出,基于融资成本增加,即日起上调基准率11个基点至4.06%,而基本融资利率则调高至7.06%。

“此前的基准率为3.95%,基本融资利率则为6.95%,随着这项调整,与之相关的浮动利率贷款配套都将受影响。”

他披露,Muamalat银行为更好地服务客户,同时方便参考,也将调整融资总额达35万令吉且30年届满的未绑定期限房贷配套利率。

“针对那些有支付10%头期款的买家,无论是建设中或已竣工房屋项目,为期30年的房贷基准率将增加1%,胥视顶限利率10.5%,及银行标准房贷准则而定。”

回教银行(Bank Islam)曾于去年11月13日,上调基准率及基本融资利率;而联昌银行(CIMB Bank)与联昌回教银行,则于上个月4日调高这两项利率。

不需看OPR脸色

一名不愿具名的分析员接受《南洋商报》电访时指出,银行现在调整基准率及基本融资利率,并不需要看隔夜政策利率(OPR)的“脸色”行事,而是依据各自的融资成本而定。

“这已是相当普遍的趋势,只要融资成本增加,银行业者即可向国家银行申请调高基准率及基本融资利率,一旦获准即可调整。”

他直言,银行业者调高基准率及基本融资利率,主要目的是维持赚幅,对银行业而言绝对利多于弊。

“这并非代表银行资产素质恶化,或预示我国银行业面临危机或风险,只是对于借贷者而言,融资成本自然跟着增加。”



视风险与成本调整

询及这是否会引起国内其他银行跟风上调基准率及基本融资利率,另一名分析员坦言,调整基准率及基本融资利率是为了反映银行融资成本,相信不至于引起其他业者跟风。

“每间银行承担的融资风险与成本都不同,若没有必要调涨,自然就不会调涨。”

根据国行网站截至今日的最新资讯,国内银行领域的基准率介于3.25%至4.25%;其中马银行(MAYBANK,1155,主板金融股)最低,而联昌银行则最高。

反观实际借贷利率方面,则介于4.6%至5.06%。

书到用时:什么是基准率?

国行2015年1月2日起,宣布以基准率(BR)取代旧有的基本贷款利率(BLR,简称基贷率),用作计算贷款利率,以反映更高透明度,让市场了解借贷成本,同时避免混淆。

多数银行都采用3个月银行同业拆息利率(KLIBOR)制定基准率。

各行提供的利率主要反映各自的借贷成本,但利率的差异,也反映业者为“抢客”而祭出的招数。

根据国行通过网站的说明,基准率的动向并不会影响实际贷款利率,实际借贷利率才是关键指标。

实际借贷利率指的是基准率加上某个百分比后,该百分比是根据个人的信贷风险而定;在采用基贷率的旧制时,银行多是以基贷率减某个百分比作为实际的利率水平。
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Re: KLSE starting to collapse
« Reply #11889 on: January 21, 2019, 06:34:44 AM »
(吉隆坡17日讯)大银行股2018年“尽显风光”,国内小银行股“光华待放”,安联研究认为小而美银行,可在回酬高中小企业业务更上层楼,追求更璀璨钱景和前景。

安联预测,小银行2019年增长优于银行大哥,大型银行市值增长5%,小银行市值则跌5%;基于此,小银行比较基础低,若有适当成长策略表现当可优于银行大哥。

安联指出,2018年首9个月整个银行业息差(赚益)受竞逐存款而受压,虽然贷款增长5%仍具韧力,不过也胥视商业贷款回复至稳定,下修2018至2020年贷款增长3至6个基点(2019年至20年1个基点),主要以大型银行为主,因而调低银行财测1至6%。

在这种情况下,安联认为小型银行增长率可超越大型银行,若可在中小企业贷款、个人贷款、信用卡业务有所作为,相比小型银行资产基础相对低。

丰隆银行(HLBANK,5819,主板金融服务组)和大众银行(PBBANK,1295,主板金融服务组),可说是2018年银行股王,股价各按年涨20%与19%,投资者对两大华资银行稳定而具韧力业务激励买盘。

2018年首9个月,两银行盈利未呈波动,零售贷款强劲,但仍然以保守谨慎形式取得增长。

大众银行盈利增长巩固而稳定,然而过去两季已呈疲态;相比兴业银行(RHBBANK,1066,主板金融服务组),盈利唯享双位数增长,股价只温和增长6%。

至于两大区域银行的马来亚银行(MAYBANK,1155,主板金融服务组)和联昌集团(CIMB,1023,主板金融服务组),去年509大选后基于大型基建计划波动不定,遭逢重大卖压。

尽管联昌集团如今股价局部回扬,但却受银行升息175基点、印尼盾走疲,令盈利流失;马来亚银行则受新加坡凯发(Hyflux)集团旗下的6亿5900万新元融资而受牵引。

大马银行(AMBANK,1015,主板金融服务组)和回教银行(BIMB,5258,主板金融服务组),尽管盈利呈增长及商业策略奏效,股价涨势滞后大众银行、丰隆银行和兴业银行。

首选大马 回银 兴业 马银行

大马银行和回教银行是安联研究的首选小型银行股,至于兴业银行和马来亚银行则是首选大型银行股。

安联指出,以短期成长而言,兴业与马来亚银行成长潜能更佳,兴业的IGNITE 2017和FIT22策略奏效,目前融资成本正常化;马银行贷款增长动力和赚益稳定。

丰隆银行预期有稳定回酬,若在流动性改其传统观点,长期可捎惊喜;联昌集团料深陷印尼升息泥沼。

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Re: KLSE starting to collapse
« Reply #11890 on: January 21, 2019, 07:37:29 AM »
"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's(pic) presentation for an industry conference in Karachi that was viewed by Reuters
"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's(pic) presentation for an industry conference in Karachi that was viewed by Reuters

Prices of vegetable oils including palm oil are set to rise by $50-$100 per tonne by June, according to a forecast by industry analyst James Fry.

"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's presentation for an industry conference in Karachi that was viewed by Reuters.

   
\"If this occurs, there is an upside of $50-$100 for oils by June,\" said Fry, chairman of commodities consultancy LMC International. Crude oil benchmarks set the floor for vegetable oil prices, Fry said.

Benchmark palm oil prices dropped to three-year lows in November and December amid high inventories and weak demand. Palm was last up 1.1 percent at 2,223 ringgit ($540.88) a tonne on Friday evening.

Southeast Asian palm oil stocks reached record highs last year amid weak demand, but are expected to ease in the coming months in line with seasonal production trends.

Palm oil stocks in Indonesia, the world's top producer, were at 3.9 million tonnes in November, having peaked at close to 5 million tonnes in July. Second-largest producer Malaysia saw inventories climb to a record high of 3.2 million tonnes in December. <MYPOMS-TPO>

In an effort to boost palm oil consumption, Indonesia raised its biodiesel mandate last year to require all diesel fuel used in the nation to contain biodiesel starting from the beginning of September.

Indonesia's mandate requires a 20 percent bio-content in biodiesel, but prior to September that was mandatory only for subsidized diesel users.

At an industry conference in Malaysia on Thursday, LMC International's head of Southeast Asia, Julian McGill, said crude palm oil prices are expected to rise to between 2,200 and 2,300 ringgit per tonne by June on a seasonal decline in stocks.

($1 = 4.1100 ringgit) - Reuters
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Re: KLSE starting to collapse
« Reply #11891 on: January 21, 2019, 07:38:28 AM »
PETALING JAYA (Jan 18): Outstanding payments to the LRT3 (light rail transit 3) contractors, accumulated since February last year, will be settled by the end of this month, said the project’s main contractor, MRCB-George Kent Sdn Bhd (MRCBGK).

MRCBGK held a discussion with the project owner of LRT3, Prasarana Malaysia Bhd, this month and was subsequently informed by the government agency that the work package contractors (WPCs) would be getting paid this month, LRT3 project director Patrick Hwang Chee Leong was reported telling The Star.

It was earlier reported that the certified arrears amounting to RM800 million up to Sept 2018 were driving some of its project sub-contractors to bankruptcy.

If uncertified claims up to December 2018 are taken into account, the cumulative amount owing is said to be about RM1.1 billion, cited sources. However, it has not been confirmed if Prasarana would make good the payment for the three-month period of October to December.

Other than MRCBGK as the main contractor, other listed companies involved in the LRT3 project include Mudajaya Group Bhd, WCT Holdings Bhd, IJM Corp Bhd and Sunway Construction Group Bhd.

Meanwhile, the new agreement between Prasarana and MRCBGK for the LRT3 project is expected to be sealed before Chinese New Year.

The new contract entails a restructuring from the project-delivery-partner (PDP) model to a “fixed-price contract”. Scheduled to be signed by Dec 12, it has been postponed because many employees were not around during the December festive season, explained Hwang.

Spanning 37km from Bandar Utama to Klang, the LRT3 construction was delayed in October last year pending the signing of a new contract mooted by the Pakatan Harapan government.

In July last year, the new government eventually approved the continuation of the track at a 47% cost reduction to RM16.63 billion, along with replacing the PDP model with the turnkey model. The completion date was also extended from 2020 to 2024.

Industry players reckon it would take another two to three months before work resumes.

“Once a new contract is inked, the sub-contractors will then go to the banks for financing. For now, the credit lines have stopped,” cited an industry source.

Prasarana was quoted saying it was unable to give updates at this point.

“We will, however, share with you details on the LRT3 project at the end of the month,” said a spokesperson for Prasarana. — EdgeProp.my

Click here to visit EdgeProp.my for the latest news on all things property
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Re: KLSE starting to collapse
« Reply #11892 on: January 22, 2019, 06:52:52 AM »
 :giggle: :giggle: :rofl:.....

forever  KOLEPS  till debt ridden  Olient  :D ;) :giggle:

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Re: KLSE starting to collapse
« Reply #11893 on: January 22, 2019, 04:15:08 PM »
"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's(pic) presentation for an industry conference in Karachi that was viewed by Reuters
"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's(pic) presentation for an industry conference in Karachi that was viewed by Reuters

Prices of vegetable oils including palm oil are set to rise by $50-$100 per tonne by June, according to a forecast by industry analyst James Fry.

"Prices of crude palm oil and other oils depend on the outlook for palm stocks. Stocks will fall till mid-year, which will lift the crude palm oil premium over Brent, especially if Indonesia maintains its heightened pace of biodiesel use," according to Fry's presentation for an industry conference in Karachi that was viewed by Reuters.

   
\"If this occurs, there is an upside of $50-$100 for oils by June,\" said Fry, chairman of commodities consultancy LMC International. Crude oil benchmarks set the floor for vegetable oil prices, Fry said.

Benchmark palm oil prices dropped to three-year lows in November and December amid high inventories and weak demand. Palm was last up 1.1 percent at 2,223 ringgit ($540.88) a tonne on Friday evening.

Southeast Asian palm oil stocks reached record highs last year amid weak demand, but are expected to ease in the coming months in line with seasonal production trends.

Palm oil stocks in Indonesia, the world's top producer, were at 3.9 million tonnes in November, having peaked at close to 5 million tonnes in July. Second-largest producer Malaysia saw inventories climb to a record high of 3.2 million tonnes in December. <MYPOMS-TPO>

In an effort to boost palm oil consumption, Indonesia raised its biodiesel mandate last year to require all diesel fuel used in the nation to contain biodiesel starting from the beginning of September.

Indonesia's mandate requires a 20 percent bio-content in biodiesel, but prior to September that was mandatory only for subsidized diesel users.

At an industry conference in Malaysia on Thursday, LMC International's head of Southeast Asia, Julian McGill, said crude palm oil prices are expected to rise to between 2,200 and 2,300 ringgit per tonne by June on a seasonal decline in stocks.

($1 = 4.1100 ringgit) - Reuters

 :phew: :sweat: :devil: >:D

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Re: KLSE starting to collapse
« Reply #11894 on: January 23, 2019, 09:18:12 AM »

(纽约23日讯)国际油价周二(1月22日)下跌。

截至当天收盘,纽约商品交易所2月交货的轻质原油期货价格下跌1.23美元,收于每桶52.57美元,跌幅为2.29%。

3月交货的伦敦布伦特原油期货价格下跌1.20美元,收于每桶61.50美元,跌幅为1.91%。(新华社)
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Re: KLSE starting to collapse
« Reply #11895 on: January 23, 2019, 09:18:41 AM »
FBM KLCI opens down 10.89 pts at 1,691.23
 
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Re: KLSE starting to collapse
« Reply #11896 on: January 23, 2019, 10:02:23 AM »
KUALA LUMPUR (Jan 22): Based on corporate announcements and news flow today, companies that may be in focus tomorrow (Wednesday, Jan 23) may include the following: Sapura Energy Bhd, Sasbadi Holdings Bhd, Kelington Group Bhd, Bina Puri Holdings Bhd, HeiTech Padu Bhd, K-One Technology Bhd, Country View Bhd, Axis Real Estate Investment Trust and Malayan Flour Mill Bhd

Sapura Energy Bhd managed to raise about RM4 billion from its rights issue exercise that closed on Jan 16, although the rights issue of ordinary shares under the exercise was undersubscribed.

It said the unsubscribed rights shares will be fully taken up by the joint underwriters — Maybank Investment, CIMB Investment Bank and RHB Investment Bank.

Meanwhile, the rights issue of Islamic redeemable convertible preference shares saw 100% valid acceptances.

Sasbadi Holdings Bhd’s net profit for the first quarter ended Nov 30, 2018 rose 84% to RM4.38 million from RM2.38 million a year ago, thanks to higher revenue from its print division, and lower expenses.

Earnings per share rose to 1.05 sen from 0.57 sen. Revenue for the quarter rose 11% to RM30.51 million from RM27.51 million a year ago.

On its prospects for the current financial year, Sasbadi said it will focus on growing its non-academic related segments, of which it expects better results with stronger sales momentum.

Kelington Group Bhd has secured new orders worth RM64 million during the fourth quarter ended Dec 31, 2018. This lifts the total value of new orders secured in full year FY18 to RM424 million — breaching the RM400 million mark for the first time.

Kelington said it is currently tendering for contracts worth RM1.2 billion across its key operating markets of Malaysia, Singapore, China and Taiwan.

Bina Puri Holdings Bhd's joint venture with Tim Sekata Sdn Bhd has bagged an RM251.53 million contract to undertake sub-contract works for the electrified double track project from Gemas to Johor Baru.

With the latest award, this brings the group's unbuilt book order to RM1.145 billion.

HeiTech Padu Bhd has secured a Ministry of Health contract worth RM33.18 million.

It said the contract is for the supply, installation and commissioning of the Critical Care Information System (CCIS) in intensive care units of 11 hospitals for a period of three years.

K-One Technology Bhd has secured a manufacturing agreement with a new US customer to manufacture dental water flosser that it forecasts will generate sales of about RM10 million each year, for the first three years.

K-One said the deal was secured via its wholly-owned subsidiary K-One Resources Sdn Bhd. The customer is part of a US-based multinational.

Country View Bhd’s net profit surged over five times in its fourth quarter ended Nov 30, 2018 to RM52.03 million from RM9.54 million in the same quarter last year, mainly due to the completion of disposal of lands in Kedah in the quarter under review.

Earnings per share improved to 52.03 sen from 9.54 sen.

Revenue was up 3.9 times to RM141.79 million compared with RM36.48 million previously.

For the full year, Country View's net profit rose 2.5 times to RM70.51 million against RM28.47 million for the previous year, as revenue grew 94% to RM236.06 million from RM121.95 million.

Axis Real Estate Investment Trust’s (Axis REIT) net property income (NPI) grew 50.3% to RM55.11 million in the fourth quarter ended Dec 31, 2018, from RM36.67 million last year, on higher realised property income.

Realised property income rose 41.5% to RM59.3 million from RM41.91 million a year ago.

For the full year, NPI rose 25% to RM182.76 million versus RM146.2 million last year, while revenue grew 21.1% to RM204.36 million from RM168.75 million.

Realised net income from operations was 24.9% higher at RM113.44 million, compared with the previous year's RM90.8 million.

Malayan Flour Mills Bhd’s (MFM) two rights issues to raise RM275.1 million have been oversubscribed.

The first issue, involving the issuance 5% redeemable convertible unsecured loan stocks (RCULS), saw an oversubscription of 7.03%.

The group said it received valid acceptances and excess applications for 176.69 million units of RCUL over the total number of 165.08 million units available.

The second rights issue, meanwhile, attracted applications for  222.03 million shares over the total number of 220.11 million available, giving an oversubscription rate of 0.87%.

The cash call is intended for the expansion of the group’s poultry processing plant, construction of a new aqua feed milling plant, the extension of an existing jetty, as well as to pare down its revolving credit facilities.
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Re: KLSE starting to collapse
« Reply #11897 on: January 23, 2019, 12:56:06 PM »
morning190123
(吉隆坡23日讯)隔夜美股走跌及贸易战忧虑持续发酵,导致亚洲股市周三早盘起伏不定。

大马股市一度挫跌22点,过后收窄跌幅,截至中午12点半休市,富时隆综指报1685.74点,跌16.38点。

半天成交量有11亿295万8300股,成交值7亿9913万6972令吉。

上升股193只,下跌股459只,319只无起落,907只无交易。

富时大马全股项指数休市报11630.96点,跌110.30点。

令吉汇率早盘走软,截至中午12点半报4.1337兑1美元。
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Re: KLSE starting to collapse
« Reply #11898 on: January 23, 2019, 04:56:09 PM »

KUALA LUMPUR: The FBM KLCI remained deep in the red by the end of the morning session even as key regional markets retraced earlier losses.

The local benchmark index was down 16.38 points to 1,684.74 at midday break with 459 declining stocks versus 193 gainers and 341 unchanged. Turnover on the market was 1.1 billion shares valued at RM799.14mil.

   
The decline put a crimp on the technical outlook of the index, which had improved in the previous session as it rose above the 1,700 psychological level. At current levels, it is hovering above the 50-day simple moving average, which serves as a tentative support level.

Asian markets slid in the early morning session following a Financial Times report that Washington had cancelled preparatory tade talks with China ahead of their scheduled meeting on Jan 30 and 31.

The losses were erased over the course of the morning with the Shanghai Composite Index, Hong Kong's Hang Seng Index and Japan's Nikkei Index marginally higher over their previous close.

On the home front, Public Bank led the decline with a 42 sen drop to RM24.76, erasing yesterday's 38 sen climb.

CIMB was the other banking heavyweight to fall, losing eight sen to RM5.69. Meanwhile Petronas Chemicals extended losses by 12 sen to RM8.40 while Genting dropped 30 sen to RM6.63 and Press Metal slid 40 sen to RM4.15.

Topping the active counters list were Bumi Armada, which gained 0.5 sen to 22 sen on the back of nearly 120 million shares traded, Sapura Energy trading unchanged at 28 sen and VS Industry losing 0.5 sen at 78 sen.

Oil prices managed to hold firm on Wednesday on the hope that increased Chinese stimulus will keep the economy on track. US crude shed two cents to US52.99 a barrel and Brent crude was unchanged at US$61.50 a barrel.

On the forex market, the ringgit was little changed against the greenback at 4.1333. It shed 0.5% against the pound sterling at 5.3532 and 0.15% against the Singapore dollar at 3.0412.
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Re: KLSE starting to collapse
« Reply #11899 on: January 23, 2019, 04:56:35 PM »
(吉隆坡23日讯)区域股市走低,国内的投资者趁著最近的获利,选择抛售重量级股和金融相关股,导致大马股市今日(1月23日)早上在内外夹攻下,开盘后走势溃不成军。

马股早上9点开盘即可下跌11.36点至1,690.76点,20分钟后,富时综合指数报1688.30点,跌13.82点。

富时全股项指数报11,653.65点,跌87.61点;富时创业板指数下跌8.14点,报4433.58点。

上升股93只,下跌股271只,平盘股194只;成交量达3亿341万股,总值1亿2843万令吉。

蓝筹股马来亚银行(MAYBANK,1155,主板金融服务组)下跌3仙,挂9令吉48仙。

大众银行(PBBANK,1295,主板金融服务组)报24令吉86仙,跌32仙。

国家能源(TENAGA,5347,主板公用事业组)跌16仙,报13令吉54仙。

国油化学(PCHEM,5183,主板工业产品服务组)跌9仙,挂8令吉43仙。

热门股阿玛达(ARMADA,5210,主板能源组)升1仙,报22.5仙。

仙股沙布拉能源(SAPNRG,5218,主板能源组)涨升半仙,报28.5仙。
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