【KNM 7164 交流专区1】科恩马

坏男孩

原帖由 klagigi 于 5-3-2009 01:40 PM 发表
对不起。。打错字。。
除权日(Ex-Date)    11/3/2009

Dividend:
(RM0.01 - 25%tax) + RM0.005
=RM0.0125

可是没有说是扣税的哦，不是直接就是0-015？
因为ioi都是直接给我报纸上看到的~~

坏男孩

原帖由 文泰 于 5-3-2009 02:37 PM 发表


大大觉得ex-date过后会跌的更惨吗？

通常每一个股要派利息的那段时期，通常都会起的
当到了除权日，哈哈~~
你会看到红红或保持那个数目的了~~

klagigi

你选择相信bursa malaysia网站还是报纸？？

klagigi

原帖由 坏男孩 于 5-3-2009 05:41 PM 发表

可是没有说是扣税的哦，不是直接就是0-015？
因为ioi都是直接给我报纸上看到的~~

你自己看一看，算一算吧。。

Entitlements (Notice of Book Closure)

Reference No KG-090225-41009

Company Name	:	KNM GROUP BERHAD
Stock Name	:	KNM
Date Announced	:	25/02/2009

EX-date	:	11/03/2009
Entitlement date	:	13/03/2009
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Interim Dividend
Entitlement description	:	Interim dividend of 1 sen less income tax of 25% and 0.5 sen tax exempt per ordinary share of RM0.25 each
Period of interest payment	:	to
Financial Year End	:	31/12/2008
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Symphony Share Registrars Sdn Bhd Level 26, Menara Multi Purpose Capital Square No. 8 Jalan Munshi Abdullah 50100 Kuala Lumpur Tel no. 03-27212222
Payment date	:	18/03/2009
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	13/03/2009
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	:	RM
Entitlement in RM (RM)	:	0.015

klagigi

我还以为你是在厕所偷听到的。。

lhaik

7164    KNM    KNM GROUP BHD

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Employees Provident Fund Board NRIC/Passport No./Company No. : EPF Act 1991 Nationality/Country of Incorporation : Malaysia Address: Tingkat 19, Bangunan KWSP, Jalan Raja Laut, 50350 Kuala Lumpur Descriptions (Class and Nominal Value): Ordinary shares of RM0.25 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com . Details of Changes Date of Notice : 27/02/2009 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 26/02/2009 Acquired 1,000,000 -[/td] 2. 27/02/2009 Acquired 1,000,000 -[/td] 3. 27/02/2009 Acquired 500,000 -[/td] Circumstances by reason of which change has occurred: Acquisitions by EPF and EPF's portfolio manager Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 348,746,804 shares (8.8600%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 348,746,804 shares Remarks: 1. The Company had on 5 March 2009 received the Notice of Change in the Interest of Substantial Shareholder (Form 29B) dated 27 February 2009. 2.  % interest is based on the total issued and paid-up share capital of the Company less treasury shares held as at 5 March 2009. This announcement is dated 5 March 2009. Submitted By: Ir Lee Swee Eng

05/03/2009   05:02 PM

Ref Code: 20090305CI00027

klagigi

General Announcement

Reference No KG-090305-50E8B

Company Name	:	KNM GROUP BERHAD
Stock Name	:	KNM
Date Announced	:	05/03/2009

Type	:	Announcement
Subject	:	Clarification to the article dated 5 March 2009 appearing in the Edge Financial Daily and entitled “Growing concerns on KNM’s order book” (“Article”)
Contents	:	In respect of the Article, the Company wishes to clarify that “the unaudited amortisation for year 2008 is about RM35 million and expected to be RM50 million for year 2009”. Therefore, the statement “Management guided that amortisation charges alone could increase RM50 million annually from the RM870 million increase in Borsig’s intangible assets” is incorrect. This announcement is dated 5 March 2009.

klagigi

这个死The Exge。。整天乱乱报KNM的新闻。。:@ :@

K-T

原帖由 klagigi 于 5-3-2009 06:24 PM 发表
General AnnouncementReference No KG-090305-50E8B
Company Name:KNM GROUP BERHAD Stock Name :KNMDate Announced:05/03/2009

Type:AnnouncementSubjectlarification to the article dated 5 March 2009 ap ...

这篇是什么意思？   我英文不好看不懂。

klagigi

转载原篇新闻。。

Growing concerns on KNM’s order book

AMRESEARCH has downgraded KNM Group Bhd to sell from a hold with a lower fair value of 30 sen from 50 sen previously due to a reduction in its earnings estimate amid growing concerns on the company’s declining order book and contract replenishment.

“We are concerned on KNM’s balance sheet health given the potential for further deterioration of KNM’s order book. Although the group’s net gearing is reasonable at 0.5 times currently, working capital has risen by 36% from June 30, 2008 to RM1.4 billion, representing one time market capitalisation,” it said in a note yesterday.

The research house said the management has indicated that the award of new orders had slowed down to RM300 million from December last year to January this year due to the declining crude oil prices and the current global financial crisis.

“At this rate, the annualised order book replenishment works out to only RM1.8 billion, about half of KNM’s existing order book,” it said.

AmResearch said its existing order book would last only until early 2010. Total order cancellation from KNM’s order book currently stands at RM84 million.

In addition, it said the management confirmed that the group’s policy in revaluing the intangible assets of Borsig Group could lead to higher amortisation and depreciation charges. KNM acquired German-based Borsig in June last year for RM1.67 billion cash.

“Management guided that amortisation charges alone could increase RM50 million annually from the RM870 million increase in Borsig’s intangible assets,” it added.

Besides higher amortisation and depreciation charges, the research house expected a double whammy on KNM’s future earnings due to the likely higher tax provisions. It noted that the company’s effective tax rate rose from 13% in FY07 to 26% in FY08.

AmResearch said Borsig’s earnings would be exposed to Germany’s high all-in tax rates of around 30%, comprising corporate tax rate of 15%, solidarity surcharge of 5.5% and average trade tax of 14%.

“We are raising our effective tax rate assumptions for FY09 to FY11 to 25% from 13%,” it added.

The research house has slashed its FY09 to FY11 earnings by between 23% and 27% due to a RM58 million increase in amortisation and depreciation charges and increased effective tax rates.

It added that even after the earnings downgrade, the stock still trades at a low FY09 price earnings (PE) of 3.7 times compared to the industry’s 5.9 times due to further selldown by foreign institutions as MSCI downgraded the stock from mid-cap to small-cap index status.

KNM was the most active stock yesterday, closing at 37 sen, up one sen.

奥德斯特

即使什么咚咚呢？？？英文不好。。。

klagigi

转载原篇新闻(用google translator翻译)。。

越来越关注的事项KNM的订单

AMRESEARCH已经降级KNM集团有限公司出售了持有的公允价值低于30仙50仙以前由于减少了其盈利预期日益担心该公司的订单下降和合同的补充。


“我们担心的KNM的资产负债表的健康考虑到可能进一步恶化KNM的订单。 虽然该集团的净负债是合理的0.5倍，目前的周转金增加了36 ％ ，从2008年6月30日至RM1.4亿美元，市值一次， “它在一份报告中称昨天。


该研究机构称，管理层已表示，该裁决的新订单已下降到RM300万来自去年12月到今年1月由于原油价格下降和目前的全球金融危机。


“按照这种速度，以年率计的订单，以补充工程只RM1.8亿美元，大约一半的KNM现有的订单， ”它说。


AmResearch表示，其现有的订单将仅持续到2010年初。 总订单取消从KNM的订单目前为RM84亿美元。


此外，它说，管理证实，该集团的政策，重估无形资产博尔西希集团可能会导致更高的摊销和折旧费。 KNM收购总部位于德国的博尔西希在去年6月为RM1.67亿美元的现金。


“管理指导的摊销费用单靠每年增加5000万令吉的RM870万增加博尔西希的无形资产， ”它补充说。


除了更高的摊销和折旧费，  该研究机构预期的双重打击的KNM的未来收益可能由于较高的税收规定。 它指出，该公司的有效税率上升至13 ％ ， 07至26 ％在FY08 。


AmResearch说博尔西希的盈利会受到德国的高全中税率的30 ％左右，其中包括企业所得税率为15 ％ ，团结附加费的5.5 ％ ，平均交易税14 ％ 。


“我们正在提高我们的有效税率假设FY09向FY11至25 ％来自13 ％ ， ”它补充说。


该研究机构下调了其FY09以FY11收入的23 ％和27 ％由于RM58亿美元增加摊销和折旧费用，增加有效税率。


它补充说，即使在收入降低，股市交易仍然处于较低的价格收入FY09 （体育）的3.7倍，而行业的5.9倍，由于进一步selldown外国机构摩根士丹利的股票评级由中型至小型股指数的地位。


KNM是昨天最活跃的股票，收于37仙，上升1仙。

klagigi

269楼的翻译(用google translator)如下。。

澄清的文章日期2009年3月5日出现在the Edge财经日报和题为“越来越关注的事项KNM的订单”

关于这一条，该公司希望澄清的是“未经审计的2008年摊销约RM35亿美元，预计将于5000万令吉的2009年” 。因此，声明“管理指导的摊销费用单靠每年增加5000万令吉的RM870万增加博尔西希的无形资产”是不正确的。

本公告的日期是2009年3月5日。

[ 本帖最后由 klagigi 于 5-3-2009 07:04 PM 编辑 ]

奥德斯特

将明天是不是会大跌

klagigi

没头没尾。。什么大跌？？

奥德斯特

不知道，感觉上好象很不妙的感觉，所以就问

qqtanlin

我想不通为什么这么多人买和注意KNM，这股现在根本不值得花时间去注意....

弹煮

1. 因为它是热门股
2. 因为媒体曝光率高

qqtanlin

也不知道要说什么,只有祝福买KNM的朋友.......

弹煮

KNM这名字真不简单
老板用心良苦