【~~thomas2~~ 个人专区】T2的投资组合和部落...

thomas2

TITAN CHEMICALS CORP. BHD.

Contents :

      Final tax exempt dividend of 4.5 sen per share.

      Kindly be advised of the following :

      1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ]
      as from : [ 8 May 2007 ]

      2) The last date of lodgement : [ 10 May 2007 ]

      3) Date Payable : [ 25 May 2007 ]

最近没什么特别的文告，主要还是留意油价的波动。。。
期待新一季的报告。。。

thomas2

STARHILL REAL ESTATE INVESTMENT TRUST

The NAV per uni as at 6 April 2007 is RM0.984.
The NAV per uni as at 13 April 2007 is RM0.984.
The NAV per uni as at 20 April 2007 is RM0.984.
The NAV per uni as at 27 April 2007 is RM0.984.

买进新的property...

Type        :        Announcement
Subject        :        STARHILL REAL ESTATE INVESTMENT TRUST ("STARHILL REIT")

Contents :

I. PROPOSED ACQUISITION BY MAYBAN TRUSTEES BERHAD AS THE TRUSTEE (ON BEHALF OF STARHILL REIT) FROM YTL LAND SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF YTL CORPORATION BERHAD, OF SIXTY (60) UNITS OF SERVICED APARTMENTS LOCATED FROM THE FIFTH (5TH) FLOOR TO THE NINETEENTH (19TH) FLOOR OF THE BLOCK OF SERVICED APARTMENTS, FOUR (4) LEVELS OF COMMERCIAL PODIUM LOCATED FROM THE GROUND FLOOR TO THIRD (3RD) FLOOR TOGETHER WITH ONE (1) LEVEL OF FACILITIES DECK ON THE FOURTH (4TH) FLOOR AND BASEMENT CAR PARK LEVELS 2 AND 3 OF A THREE (3) STOREY BASEMENT CAR PARK (COLLECTIVELY "PROPERTY"), ALL WITHIN THE BUILDING WHICH IS KNOWN AS "THE RESIDENCES AT THE RITZ–CARLTON, KUALA LUMPUR" LOCATED ON THE LAND HELD UNDER MASTER TITLE GERAN NO. HAKMILIK 47693 LOT NO. 1308 SEKSYEN 67, BANDAR KUALA LUMPUR, DAERAH KUALA LUMPUR, WILAYAH PERSEKUTUAN ("LAND") FOR A PURCHASE CONSIDERATION OF RM125,000,000 TO BE SATISFIED BY THE ISSUANCE OF 138,888,889 NEW UNITS IN STARHILL REIT AT AN ISSUE PRICE OF RM0.90 PER UNIT ("PROPOSED ACQUISITION")

II. PROPOSED AMENDMENTS TO THE DEED DATED 18 NOVEMBER 2005 ENTERED INTO BETWEEN PINTAR PROJEK SDN BHD AND THE TRUSTEE ("PROPOSED AMENDMENTS")


We refer to the announcements dated 12 December 2006, 14 February 2007 and 21 February 2007 on the Proposed Acquisition and the Proposed Amendments.


1. Meeting of unitholders of Starhill REIT convened on 19 April 2007 ("Meeting")

            On behalf of Pintar Projek Sdn Bhd ("Pintar Projek"), the manager of Starhill REIT, ECM Libra Avenue Securities Sdn Bhd (formerly known as Avenue Securities Sdn Bhd) wishes to announce that the ordinary resolutions as set out in the Notice to Unitholders of Starhill REIT dated 5 April 2007 has been duly passed by the unitholders at the Meeting held earlier today.



2. Execution of the sale and purchase agreement pursuant to the Proposed Acquisition.


            On behalf of Pintar Projek, ECM Libra Avenue Securities Sdn Bhd (formerly known as Avenue Securities Sdn Bhd) wishes to announce that YTL Land Sdn Bhd ("Vendor") and Mayban Trustees Berhad (on behalf of Starhill REIT) ("Trustee") have today entered into a sale and purchase agreement pursuant to the Proposed Acquisition with the salient terms as set out in Section 2.1.4 of the Circular.

            On even date, Megahub Development Sdn Bhd, the registered owner of the Land has given its consent-in-principle to the assignment by the Vendor of its rights, title, interests and benefits in and to the Property pursuant to the Proposed Acquisition to the Trustee.

            On 11 April 2007, approval from the shareholder of the Vendor, YTL Corporation Berhad has been received.


The Proposed Acquisition is subject to the approval-in-principle of Bursa Malaysia Securities Berhad for the listing of and quotation for 138,888,889 new units to be issued pursuant to the Proposed Acquisition.


This announcement is dated 19 April 2007.

thomas2

YTL POWER INTERNATIONAL BERHAD ("YTL POWER" OR "COMPANY"

ISSUE OF USD250 MILLION NOMINAL VALUE 5-YEAR GUARANTEED EXCHANGEABLE BONDS ("BONDS"

Contents :

We refer to our announcement dated 20 April 2005 in respect of the approval of the Securities Commission ("SC" for YTL Power to issue such number of new ordinary shares of RM0.50 each in the Company upon the exchange of the Bonds.

The approval of the SC is subject to, inter-alia, a condition which requires YTL Power to increase its Bumiputera equity by 0.80% (after full exercise of the outstanding warrants and options under the employee share option scheme of YTL Power) of the enlarged issued and paid-up share capital within 2 years after the date of implementation of the Bonds ("Condition". The Bonds were issued on 9 May 2005.

On behalf of YTL Power, CIMB Investment Bank Berhad (formerly known as Commerce International Merchant Bankers Berhad) wishes to announce that the SC has in its letter dated 27 April 2007 approved the following:

(i) a variation to the Condition for YTL Power to increase its Bumiputera equity by 0.60% (equivalent to 43,375,000 new ordinary shares of RM0.50 each in YTL Power) of its enlarged issued and paid-up share capital after the issue of the Bonds; and

(ii) an extension of time until 9 May 2008 for the Company to comply with the variation to the Condition set out in (i) above.

公司目前好像没什么新的投资，只有share buy back,....
希望可以很快就看到新的acquisition; 不然就快点capital return...

thomas2

TITAN CHEMICALS CORP. BHD.

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2007

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2007	31/03/2006	31/03/2007	31/03/2006
		RM'000	RM'000	RM'000	RM'000
1	Revenue	1,360,155	1,013,792	1,360,155	1,013,792
2	Profit/(loss) before tax	186,209	386,763	186,209	386,763
3	Profit/(loss) for the period	156,415	378,071	156,415	378,071
4	Profit/(loss) attributable to ordinary equity holders of the parent	156,415	378,071	156,415	378,071
5	Basic earnings/(loss) per share (sen)	8.95	21.58	8.95	21.58
6	Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00

第一季度的财政报告出炉了，看起来油价的飙升还蛮恐怖的。

i buy Gtronic and hil and mqtech wat u opnion????

thomas2

原帖由 阿fai 于 8-5-2007 10:14 PM 发表
i buy Gtronic and hil and mqtech wat u opnion????

不如你来告诉我，为什么你会选他们。。。

thomas2

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			31/03/2007	31/03/2006	31/03/2007	31/03/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	112,911	99,871	112,911	99,871
2		Profit/(loss) before tax	11,219	-4,754	11,219	-4,754
3		Profit/(loss) for the period	8,558	-6,942	8,558	-6,942
4		Profit/(loss) attributable to ordinary equity holders of the parent	8,518	-6,804	8,518	-6,804
5		Basic earnings/(loss) per share (sen)	1.09	-1.12	1.09	-1.12
6		Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00

[ 本帖最后由 thomas2 于 18-5-2007 10:22 PM 编辑 ]

thomas2

相关报道 ：



Media Prima Bhd posted a net profit of RM11.22 million on the back of revenue of RM112.91 million for the first quarter (1Q) ended March 31, 2007, driven mainly by its television and radio networks, as well as its associate company The New Straits Times Press (Malaysia) Bhd.

The company made a net loss of RM4.75 million on revenue RM99.87 million in 1Q of last year.

Earnings per share for 1Q07 stood at 1.09 sen, while net tangible assets per share was 51 sen.

In a statement on May 18, Media Prima said its 1Q07 revenue growth was due to aggressive marketing effort, contribution from the fully operational TV9 and significantly higher revenue from its radio networks.

It said its television networks comprising TV3, 8TV, ntv7 and TV9 maintained leadership position by collectively capturing a 54% share of television viewership against 48% a year earlier.

On the outlook for the year, Media Prima said the media environment was expected to be challenging due to uncertain global economic conditions and competition within the industry.

“However, Media Prima is optimistic that it will be able to maintain its industry leadership position and future earnings growth through continued investment in quality programming, branding and prudent financial management,” it said.

thomas2

目前考虑卖掉
TITAN
STAREIT

各位有何意见？？

thomas2

francis yeoh 有可能会是下个私有化公司的企业家吗？？
YTL CORPORATION BERHAD目前有

YTL CEMENT BERHAD
YTL E-SOLUTIONS BERHAD (MESDAQ Market)
YTL LAND & DEVELOPMENT BERHAD
YTL POWER INTERNATIONAL BHD

hmjj

原帖由 弹煮 于 30-4-2007 08:38 AM 发表
哇，“石头朋友”不便宜咧！

“石头朋友”不贵啊!
PE才14.80。
KLK PE32.60了。

i buy Gtonic and mqtech because all got govement behing

thomas2

原帖由 hmjj 于 19-5-2007 10:51 PM 发表


“石头朋友”不贵啊!
PE才14.80。
KLK PE32.60了。

bstead会不会比bkawan好呢？
我觉得意bstead刚公布的成绩和他的股息，可以投资。。。

thomas2

原帖由 阿fai 于 19-5-2007 11:31 PM 发表
i buy Gtonic and mqtech because all got govement behing

这样会否有点太冒险了呢？？
你该不是想等政府宣布大选，然后来博GLC吧。。。。

thomas2

最近觉得hapseng 好像是蛮不错的，奇怪的是股价有点动荡 加上公司不断的cancel treasury shares...

到底cancel trasury shares有什么好处？？

thomas2

首要媒體擬進軍中文電台領域 - Saturday, May 19, 2007

(吉隆坡18日訊)首要媒體（MEDIA，4502，主板貿服股）表示，不排除在未來進軍中文電台領域。

首要媒體首席執行員阿都拉曼指出，該公司目前正在探討擴充業務的可能性，並且不排除以後會進軍中文電台業。

該公司今天舉行股東常年大會，阿都拉曼在會後表示，首要媒體有多項新的業務，大都目標在兩年內可達到無盈虧水平，不過，像第8電視和NTV7都分別在18個月和15個月就取得淨盈利，主要是因為有強勁的團隊和品牌。

他說，首要媒體的淨利在過去3年都有15至20%的成長，因此他希望今年也會有相同的成長。該公司會延續以往的策略，來維持其成長表現，如品牌投資、提升市佔率，以及吸引非傳統廣告商來加入，並藉著節慶如國慶日而增加廣告。

另外，他指出，該公司一直都在尋求東南亞市場的擴展機會，但目前沒有和任何對象在洽談。不過，他不排除會進軍中文電台領域。

他說，其旗下加納子公司將在今年杪上市，以從中釋放投資價值和擴展大馬的業務。去年該子公司只貢獻約100萬美元淨利。

在廣告開銷方面，阿都拉曼表示，媒體領域的首季廣告開銷成長是7%，去年首要媒體的廣告成長達19%，今年或不能達到這個成績，不過至少會超越領域平均的表現。

「去年第三和第四季有世界盃的廣告支撐，因此廣告收入表現良好，如今本地的消費情緒也改善，希望可以反映在廣告開銷上。」



MEDIA　PRIMA 不断地在做expansion，应该是不错的公司。。。
不过就背负着满大的 accumulated losses..

thomas2

1．Pt TITAN在去年的市场占有率从８％上升到了２２％，以印尼的242mil 的人口， 该公司相信该国的需求会稳健的上升，而且公司也能因此而获。

2．公司在去年落实的新厂在去年已完成了50%， 公司相信其工厂将会在Nov 2007就能完成其建设工作。 其新工厂 将生产propylene 以及butadiene(新产品).

3．公司的市场包括：Malaysia , Indonesia, china, SEA  and Indian sub-continent 国家。

4. malaysia expected to export more than RM1.0 bil of shopping bags to EU due to exclusion of Malaysia from anti-dumping duties.

5. tax free status
6. 30% dividend policy

7. 将其一次性盈利除外， 公司在2006年的PAT 为  RM431.1 mil; RM319.4mil(2005)，增长率达35%。
以07年第一季度的成绩来看，公司可能在今年取得40-50%增长，依照30%股息的政策； 公司在下一年可能可以派发更高的股息。。

稍微计算了一下,   1,748,088,600
增长率                PAT                EPS                DIV
35%                 581.985        0.3329                0.0998
40%                603.54                0.3453                0.1036
45%                625.095        0.3576                0.1072
50%                646.65                0.3699                0.1110

thomas2

STARHILL REAL ESTATE INVESTMENT TRUST

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			31/03/2007	31/03/2006	31/03/2007	31/03/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	24,873	23,267	72,813	27,216
2		Profit/(loss) before tax	18,398	16,569	53,394	18,859
3		Profit/(loss) for the period	18,398	16,569	53,394	18,859
4		Profit/(loss) attributable to ordinary equity holders of the parent	18,398	16,569	53,394	18,859
5		Basic earnings/(loss) per share (sen)	1.77	1.59	5.13	1.81
6		Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00

thomas2

YTL mall heads Forbes list

Starhill Gallery, Kuala Lumpur

The Star Online, May 23, 2007

PETALING JAYA: YTL Corp Bhd's Starhill Gallery heads Forbes Traveler's list of Asia's amazing mega malls for its choice of lavish brands and collection of vast amenities.  

In a recent feature, the magazine hailed Starhill Gallery as being so successful that it was fielding offers for the concept to be taken abroad to cities like Shanghai and Moscow.

Starhill Gallery Kuala Lumpur led the list of luxurious malls, followed by the Roppongi Hills in Tokyo and The Siam Paragon in Bangkok, said Forbes Traveler.

It said Asian malls like the Starhill Gallery were in contrast to US malls, which had been out of fashion for at least a decade.

“In Asia, malls are the future. Bright shiny and packed with life, the Asian mall is the epitome of a fun, social shipping experience,” it said.

The feature stated that instead of a fast-food court, Starhill Gallery offers a plethora of high-end dining choices.

The mall also gives shoppers access to top clothing and accessories brands such as Kenzo, Porsche design and Louis Vuitton as well as exclusive watch and jewellery brands including Jaeger-LeCoultre and Van Cleef & Arpels.  

Related news: Amazing Asian Mega-Malls

thomas2

YTL POWER INTERNATIONAL BHD

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			31/03/2007	31/03/2006	31/03/2007	31/03/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	964,578	890,673	2,900,512	2,732,419
2		Profit/(loss) before tax	381,906	287,555	954,541	816,733
3		Profit/(loss) for the period	305,718	217,343	748,530	611,022
4		Profit/(loss) attributable to ordinary equity holders of the parent	305,718	217,343	748,530	611,022
5		Basic earnings/(loss) per share (sen)	6.06	4.41	15.09	12.53
6		Proposed/Declared dividend per share (sen)	3.75	0.00	3.75	0.00