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发表于 17-4-2019 04:23 AM
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KECK SENG (MALAYSIA) BERHAD |
EX-date | 26 Jun 2019 | Entitlement date | 28 Jun 2019 | Entitlement time | 05:00 PM | Entitlement subject | Final Dividend | Entitlement description | Single Tier Final Dividend of 6 sen per ordinary share for the financial year ended 31 December 2018 | Period of interest payment | to | Financial Year End | 31 Dec 2018 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200 Kuala LumpurTel: 0327839299Fax: 0327839222 | Payment date | 18 Jul 2019 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 28 Jun 2019 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.06 |
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发表于 6-7-2019 07:20 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2019 | 31 Mar 2018 | 31 Mar 2019 | 31 Mar 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 231,411 | 240,104 | 231,411 | 240,104 | 2 | Profit/(loss) before tax | 17,213 | -20,444 | 17,213 | -20,444 | 3 | Profit/(loss) for the period | 11,088 | -20,158 | 11,088 | -20,158 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 10,159 | -21,414 | 10,159 | -21,414 | 5 | Basic earnings/(loss) per share (Subunit) | 2.83 | -5.96 | 2.83 | -5.96 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.2500 | 6.2500
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发表于 30-8-2019 09:33 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2019 | 30 Jun 2018 | 30 Jun 2019 | 30 Jun 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 250,202 | 232,165 | 481,613 | 472,269 | 2 | Profit/(loss) before tax | 49,542 | 40,060 | 66,755 | 19,616 | 3 | Profit/(loss) for the period | 41,596 | 32,942 | 52,684 | 12,784 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 39,073 | 31,762 | 49,232 | 10,348 | 5 | Basic earnings/(loss) per share (Subunit) | 10.87 | 8.84 | 13.70 | 2.88 | 6 | Proposed/Declared dividend per share (Subunit) | 4.00 | 4.00 | 4.00 | 4.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.2800 | 6.2500
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发表于 30-8-2019 09:33 AM
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KECK SENG (MALAYSIA) BERHAD |
EX-date | 24 Oct 2019 | Entitlement date | 25 Oct 2019 | Entitlement time | 05:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Single-Tier Interim Dividend of 4.0 sen per ordinary share in respect of the financial year ending 31 December 2019 | Period of interest payment | to | Financial Year End | 31 Dec 2019 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi,59200 Kuala Lumpur.Tel:03-27839299Fax:03-27839222 | Payment date | 14 Nov 2019 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 25 Oct 2019 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.04 |
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发表于 7-3-2020 07:16 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2019 | 30 Sep 2018 | 30 Sep 2019 | 30 Sep 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 244,326 | 224,586 | 725,939 | 696,855 | 2 | Profit/(loss) before tax | 31,739 | 30,486 | 98,494 | 50,102 | 3 | Profit/(loss) for the period | 15,416 | 6,764 | 68,100 | 19,548 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 15,265 | 6,349 | 64,497 | 16,697 | 5 | Basic earnings/(loss) per share (Subunit) | 4.25 | 1.77 | 17.95 | 4.65 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 4.00 | 4.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.1500 | 6.2500
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发表于 29-4-2020 06:23 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2019 | 31 Dec 2018 | 31 Dec 2019 | 31 Dec 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 252,667 | 270,422 | 978,606 | 967,277 | 2 | Profit/(loss) before tax | 3,395 | 19,419 | 101,889 | 69,521 | 3 | Profit/(loss) for the period | 23,664 | 19,621 | 91,764 | 39,169 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 23,943 | 19,775 | 88,440 | 36,472 | 5 | Basic earnings/(loss) per share (Subunit) | 6.66 | 5.50 | 24.61 | 10.15 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 6.00 | 4.00 | 10.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.2500 | 6.2500
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发表于 21-5-2020 06:29 AM
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Type | Announcement | Subject | OTHERS | Description | Keck Seng (Malaysia) Berhad ("KSM" or "the Company")- Temporary Closure of Hotels and Resort in New York City and the City of Toronto | The Board of Directors of KSM wishes to update on the latest business developments in its Hotels and Resort Division.
The recent outbreak of COVID-19 in many countries, which is a rapidly evolving situation, has disrupted global travel and supply chains, and has adversely impacted global commercial activity. Two cities where the Company has operations, the New York City and the City of Toronto have issued directives to enforce citywide lockdown.
In line with the directive, the operations of DoubleTree by Hilton Hotel Alana – Waikiki Beach (Hawaii), SpringHill Suites New York Midtown Manhattan (New York) and Delta Hotels by Marriott Toronto Airport and Conference Centre (Toronto) are temporarily suspended until further notice. The closure of the aforesaid hotels is also one of the measures to protect the guests and employees, support social distancing and control costs.
For Tanjong Puteri Golf Resort in Johor, it continues to service guests who are staying at the resort prior to the Movement Control Order (“MCO”) imposed by the Government of Malaysia. All non-essential resort services and facilities have been suspended in accordance with the MCO.
It is currently unknown when operations are planned to resume. Overall, these factors will reduce the net cash flows generated in 2020. The Hotels and Resort Division may require financial support from the holding company, KSM.
The rapid development and fluidity of this situation precludes any prediction as to its ultimate impact, which will have a continued adverse effect on economic and market conditions and trigger a period of global economic slowdown. Given the evolving circumstances, it is not possible for the Company to quantify or determine the extent of the impact on its business and financial position. The Company will undertake appropriate measures to mitigate the impact from the current situation and any developments.
This announcement is dated 1 April 2020.
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发表于 4-10-2020 08:51 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2020 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2020 | 31 Mar 2019 | 31 Mar 2020 | 31 Mar 2019 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 241,008 | 231,411 | 241,008 | 231,411 | 2 | Profit/(loss) before tax | 28,612 | 17,213 | 28,612 | 17,213 | 3 | Profit/(loss) for the period | 23,508 | 11,088 | 23,508 | 11,088 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 22,868 | 10,159 | 22,868 | 10,159 | 5 | Basic earnings/(loss) per share (Subunit) | 6.36 | 2.83 | 6.36 | 2.83 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.1000 | 6.2500
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发表于 1-1-2021 07:48 AM
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本帖最后由 icy97 于 3-7-2021 09:10 AM 编辑
SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2020 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2020 | 30 Jun 2019 | 30 Jun 2020 | 30 Jun 2019 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 160,924 | 250,202 | 401,932 | 481,613 | 2 | Profit/(loss) before tax | -30,700 | 49,542 | -2,088 | 66,755 | 3 | Profit/(loss) for the period | -34,456 | 41,596 | -10,948 | 52,684 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -32,416 | 39,073 | -9,548 | 49,232 | 5 | Basic earnings/(loss) per share (Subunit) | -9.02 | 10.87 | -2.66 | 13.70 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 4.00 | 0.00 | 4.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.1300 | 6.2500
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2020 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2020 | 30 Sep 2019 | 30 Sep 2020 | 30 Sep 2019 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 213,313 | 244,326 | 615,245 | 725,939 | 2 | Profit/(loss) before tax | -7,616 | 31,739 | -9,704 | 98,494 | 3 | Profit/(loss) for the period | -14,201 | 15,416 | -25,149 | 68,100 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -11,452 | 15,265 | -21,000 | 64,497 | 5 | Basic earnings/(loss) per share (Subunit) | -3.19 | 4.25 | -5.84 | 17.95 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 4.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.0600 | 6.2500
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发表于 4-1-2022 08:47 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2021 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2021 | 30 Sep 2020 | 30 Sep 2021 | 30 Sep 2020 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 329,245 | 213,313 | 893,774 | 615,245 | 2 | Profit/(loss) before tax | 25,311 | -7,616 | 46,868 | -9,704 | 3 | Profit/(loss) for the period | 17,033 | -14,201 | 28,241 | -25,149 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 17,556 | -11,452 | 32,231 | -21,000 | 5 | Basic earnings/(loss) per share (Subunit) | 4.89 | -3.19 | 8.97 | -5.84 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.1400 | 6.0000
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发表于 6-4-2024 07:00 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2023 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2023 | 31 Dec 2022 | 31 Dec 2023 | 31 Dec 2022 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 344,811 | 374,364 | 1,370,871 | 1,827,572 | 2 | Profit/(loss) before tax | 119,262 | 58,259 | 296,417 | 257,179 | 3 | Profit/(loss) for the period | 103,280 | 45,002 | 258,977 | 209,375 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 94,532 | 42,290 | 240,692 | 201,573 | 5 | Basic earnings/(loss) per share (Subunit) | 26.31 | 11.77 | 66.99 | 56.10 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 5.00 | 14.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.6200 | 6.7800
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KECK SENG (MALAYSIA) BERHAD |
Entitlement subject | Final Dividend | Entitlement description | Final Single-Tier Dividend of 5 sen per ordinary share for the financial year ended 31 December 2023 | Ex-Date | 31 May 2024 | Entitlement date | 04 Jun 2024 | Entitlement time | 5:00 PM | Financial Year End | 31 Dec 2023 | Period |
| Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Payment Date | 02 Jul 2024 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 04 Jun 2024 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units)
(If applicable) |
| Entitlement indicator | Currency | Announced Currency | Malaysian Ringgit (MYR) | Disbursed Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | Malaysian Ringgit (MYR) 0.0500 |
Entitlement subject | Special Dividend | Entitlement description | Special Single-Tier Dividend of 5 sen per ordinary share for the financial year ended 31 December 2023 | Ex-Date | 31 May 2024 | Entitlement date | 04 Jun 2024 | Entitlement time | 5:00 PM | Financial Year End | 31 Dec 2023 | Period |
| Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Payment Date | 02 Jul 2024 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 04 Jun 2024 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units)
(If applicable) |
| Entitlement indicator | Currency | Announced Currency | Malaysian Ringgit (MYR) | Disbursed Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | Malaysian Ringgit (MYR) 0.0500 |
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发表于 8-9-2024 01:10 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 401,348 | 357,167 | 744,769 | 691,662 | 2 | Profit/(loss) before tax | 64,618 | 87,803 | 126,795 | 129,990 | 3 | Profit/(loss) for the period | 53,425 | 80,668 | 105,342 | 118,146 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 47,266 | 75,013 | 96,809 | 110,110 | 5 | Basic earnings/(loss) per share (Subunit) | 13.15 | 20.88 | 26.94 | 30.65 | 6 | Proposed/Declared dividend per share (Subunit) | 5.00 | 5.00 | 5.00 | 5.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.8400 | 7.6200
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发表于 9-9-2024 02:35 AM
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KECK SENG (MALAYSIA) BERHAD |
Entitlement subject | Interim Dividend | Entitlement description | Single-Tier Interim Dividend of 5.0 sen per ordinary share for the financial year ending 31 December 2024 | Ex-Date | 24 Oct 2024 | Entitlement date | 25 Oct 2024 | Entitlement time | 5:00 PM | Financial Year End | 31 Dec 2024 | Period |
| Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Payment Date | 21 Nov 2024 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 25 Oct 2024 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units)
(If applicable) |
| Entitlement indicator | Currency | Announced Currency | Malaysian Ringgit (MYR) | Disbursed Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | Malaysian Ringgit (MYR) 0.0500 | |
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发表于 27-9-2024 11:55 AM
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https://www.klsescreener.com/v2/news/view/1350679
激成(马)(KSENG,3476,主板工业产品服务组组)是一只冷门股,但“不识为草,识之为宝”!
1. 资产丰厚
激成资产:(1)净现金11亿零600万(每股3.08令吉),(ii)证券4亿1494万(每股1.15令吉),(iii)收租产业估值9亿5040万(每股2.65令吉),3项资产共值每股6.88令吉(较6月26日股介6.01令吉高出14%),其他资产还包括依斯干达9436英亩地库(参阅2012和2023年报告)。
2. 现金为王
激成的净现金中,3亿8400万是新元,3亿2900万为美元。这两种强势货币和马币存款赚取3200万令吉利息和2500万外汇收入。因此,激成在巨额存款和强稳现金流下基本面稳健。
3. 土地为王中之王
在高通胀钞票贬值时,土地可保值生黄金。激成在依斯干达特区拥地大约9400英亩,产业发展潜能巨大,可谓大马产业股中的依斯干达地王。
4. 真金不怕红炉火
拥有强大财力和雄厚资产,长期赚钱、管理有素,令公司有足够实力安渡任何金融危机。
5. 路遥知马力,日久见股质
●激成业绩摘要:
业绩是镜子,其新加坡/大马管理层素质良好。该公司的业务多元化,而且2023财政年盈利创新高:(i)产业发展和投资(税前盈利7720万令吉),(ii)棕油(税前盈利1250万令吉),(iii)棕油加工(税前盈利2670万令吉),(iv)美国和加拿大酒店(税前盈利3250万令吉,(v)利息(税前盈利3180万令吉),(vi)股息(税前盈利860万令吉),以及(vii)外汇(税前盈利2520万令吉)。
去年每股净利67仙(历史本益比9倍),每股资产7.62令吉(账面值0.79倍),每股现金3.08令吉(股价的51%)和每股股息15仙(周息率2.5%),皆为历年最高。
6. 公司金库,深藏不露
激成在乌鲁地南(Ulu Tiram)拥有大约7900英亩园丘,以1980年地价每英亩低于6000令吉入账。此园丘接近柔佛港口巴西古当工业区,地点优越。此外,激成在2022年10月捐数十英亩园丘予巴西古当市议会以建新行政中心,并共同发展巴西古当城市。此园丘预计未来将转为工商业发展地段。
●其他发展中地皮:
(a)乌鲁地南大约880英亩(住宅商业区工业地段),
(b)新山蒲来逾580英亩(住宅商业区)
(c)新山地不佬逾50英亩(住宅)
其地库位于新山县,1980年土地成本,今日“地库是否明日金库”呢?
新柔捷运与经济特区一旦落实,依斯干达区工商业将起飞,人口激增产业市场旺盛。
●产业发展:
产业部销售额显著提升,得益于消费者信心改善和战略项目的推出。特别是建租模式表现出色,为稳定的经常性收入贡献了不少。这种方法增强了激成投资组合的韧性,使得2023财政年的税前盈利按年增长了67%,达到7700万令吉。
展望2024财政年,预计该部的营收和盈利将进一步提升,主要归功于住宅单位销售增加,以及从工业土地销售中可能获得的收入增长(尤其是来巴西古当科技工业地)。
若将全部9400英亩的依斯干达地皮(假设住宅用地7000英亩;工业用地2400英亩)加以发展,能创造多少价值呢?
●基于非常保守的假设:
(1)20年完成。
(2)假设每英亩可以建造10单位双层排屋,每个单位贡献15万令吉净利润,那么7000英亩的住宅商业区总共可以获得105亿令吉。
(3)假设工业地每英亩销售价格为250万令吉,共有2400英亩工业地,每英亩净利润为100万令吉,总计净利润为24亿令吉。
在接下来的20年内,每年平均净利129亿令吉/20 = 6亿4500万令吉,即每股净利1.78令吉。
试想想这个净利只是来自产业发展&投资,还不包括其他业务领域。若预计成真,股价会否“不飞则已,一飞冲天”呢?
●10年论成败
激成在大马版的深圳拥地9436英亩,需长时间经营才会成为“生金蛋的鹅”,是草还是宝,时间将是明证。
(所有分析基于公司年报、激成产业销售公司资料和股东大会)
■这是股票基本分析,不构成买卖建议,盈亏自负 |
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