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发表于 12-3-2018 06:19 AM
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本帖最后由 icy97 于 13-3-2018 04:50 AM 编辑
子公司欠電費 國能向金務大索賠3951萬
2018年3月09日
(吉隆坡9日訊)金務大(GAMUDA,5398,主要板建築)子公司遭國家能源(TENAGA,5347,主要板貿服)索賠3951萬令吉。
金務大向馬證交所報備,子公司Gamuda Water私人有限公司因未繳交電費,接獲國家能源發出的4張傳票,合計3951萬令吉。
“該4張傳票分別追討2352萬4425令吉、1056萬9501令吉、141萬2129令吉和400萬6006令吉。”
同時,國家能源還就從今年1月31日直到Gamuda Water私人有限公司的付款日期間,索取5%年利。
不過,金務大指出:“電費早已經還清;同時,是項索賠也不會對公司截至7月底2018財年的財務和營運造成影響。”
根據報備文件,上述案件將在3月29日和4月19日受審。【中国报财经】
Type | Announcement | Subject | MATERIAL LITIGATION | Description | TENAGA NASIONAL BERHAD VS GAMUDA WATER SDN BHD SHAH ALAM HIGH COURT SUIT: 1. SUIT NO. BA-22NCVC-100-03/2018 ("SUIT 1")2. SUIT NO. BA-22NCVC-101-03/2018 ("SUIT 2")3. SUIT NO. BA-22NCVC-102-03/2018 ("SUIT 3")4. SUIT NO. BA-22NCVC-103-03/2018 ("SUIT 4")(COLLECTIVELY "TNB SUITS") | Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) wishes to announce that its 80% owned subsidiary, Gamuda Water Sdn Bhd (Company No. 297031-H) (“Gamuda Water”) has on 8 March 2018 received four writs of summons together with the corresponding statements of claim dated 1 March 2018 filed by Tenaga Nasional Berhad (Company No. 200866-W) (“TNB”) against Gamuda Water.
Please refer to the attachment below for the details of the announcement.
This announcement is dated 9 March 2018.
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发表于 15-3-2018 07:06 AM
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金务大国能诉状影响小
2018年3月13日
分析:丰隆投行研究
目标价:5.95令吉
最新进展:
金务大(GAMUDA,5398,主板建筑股)遭国家能源(TENAGA,5347,主板贸易服股)追讨总值3951万2062.75令吉电费与利息。
持股80%的金务大水务私人有限公司,上周收到国能代表律师发出的4项诉状,追讨电费和今年起1月杪起计的每年5%利息,及相关成本。
行家建议:
金务大持股40%的雪州水务公司(SPLASH),自2008还未获得雪州水供公司(SYABAS)的全面付费,这导致SPLASH对营运和维修(O&M)营运商——金务大水务和Sungai Harmoni的付费份额也减少。
SPLASH自2016年中旬以来,已经进一步降低支付给O&M营运商的每月付费,从60%降至34%,这可能会带来长期影响,使公司在支付电费方面面临困难。
若与SYABAS的问题一直未能解决,则意味着SPLASH需支付给O&M营运商的付费不够,这将使该公司难以承担水处理厂的运营成本和维护费用。
无论如何,我们认为该诉状对金务大的净利影响极小,因为已作出拨备,维持预测不变。
该公司的净利上升周期,料在未来两财年再触及多年高点,因受惠于将来的大型铁路项目。
【e南洋】 |
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发表于 18-3-2018 11:00 PM
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金务大2潜在合约料推高盈利
財经 最后更新 2018年03月15日
(吉隆坡15日讯)由于竞投的巴生谷捷运3號线(MRT3)总承包商合约,以及隆新高铁(HSR)工程执行伙伴(PDP)合约具盈利上行潜能,分析员重申对金务大(GAMUDA,5398,主板建筑股)的「买进」投资评级。
艾芬黄氏投行分析员认为,金务大—乔治肯特(GKENT,3204,主板贸服股)—MMC机构(MMCCORP,2194,主板贸服股)財团(简称GGM),是捷运3號线总承包商的领跑者之一。
然而,分析员相信,GGM可能和中国交通建设(CCCC)分享总值达450亿令吉的总承包商合约。
捷运3號线合约预期將在今年4月颁发,目前尚未知悉颁发给各造的合约价值,而金务大也並未透露其在GGM財团所持有的股权和项目份额。
假设GGM財团贏得50%的合约,金务大则持有財团约40%至50%的股权,预期捷运3號线合约能將金务大的订单推高90亿至113亿令吉,高于管理层所设定的60亿至80亿令吉的目標,同时也符合分析员预测其可在2018-2019財政年擷取150亿令吉新订单。
目前,金务大持有141亿令吉订单,其中73亿令吉为土木工程项目,剩余的68亿令吉则是工程执行伙伴(PDP)项目。
与此同时,分析员认为,位于大马的隆新高铁基设工程可分为两个部份,也就是柔佛区和连接吉隆坡的非柔佛区。
柔佛区工程项目可能落在杨忠礼机构(YTL,4677,主板贸服股)─SIPP铁路公司联营財团的手上。
至于非柔佛区,则可能由本地两大財团展开激烈竞爭,即是怡保工程(IJM,3336,主板建筑股)—双威建筑集团(SUNCON,5263,主板建筑股)—JalinanRejang公司─Maltimur资源公司的联营財团,以及金务大—马资源(MRCB,1651,主板產业股)的联营財团。
维持买进评级
这项合约价值预期达350亿至400亿令吉,预期在今年中旬颁发合约。
如果金务大—马资源的联营財团贏得50%的PDP合约,而金务大佔项目的50%股权,那么其订单將提高88亿至100亿令吉。
该分析员认为,捷运3號线和隆新高铁皆有望改善公司的盈利。为此,重申该股「买进」投资评级,目標价则维持在5.86令吉。【东方网财经】 |
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发表于 25-3-2018 05:10 AM
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本帖最后由 icy97 于 26-3-2018 07:02 AM 编辑
建筑产业提高贡献 金务大次季盈利报捷
Amir Ridzwan/theedgemarkets.com
March 23, 2018 20:51 pm +08
(吉隆坡23日讯)建筑工程进度提高和海外产业销量走强,把金务大(Gamuda Bhd)的2018财年第二季净利按年推高27%至2亿1126万令吉,上财年同期为1亿6626万令吉。
根据文告,大马的新产业项目也推高了其收益。截至今年1月杪的2018财年次季营业额按年上涨17%至10亿令吉,上财年同期报8亿5388万令吉。
受上述因素提振,现财年首半年净利按年弹升26%至4亿1427万令吉,上财年同期为3亿2841万令吉;营业额则从13亿6000万令吉,按年剧增31%至17亿7000万令吉。
该公司指出,产业业务在现财年首半年销售了总值19亿令吉的产业,并向35亿令吉全年目标迈进,超越去年的24亿令吉。
“海外销售(由越南支撑)及本地新城镇Gamuda Gardens与twentyfive.7,是提振表现的关键因素。”
提到整体展望时,金务大预测今年的表现会更好,因为捷运二号线(MRT Line 2)正在加紧进度。金务大通过联营公司MMC Gamuda KVMRT(PDP SSP)私人有限公司成为项目交付伙伴。
除了高速大道业务的稳定收益贡献之外,金务大的乐观情绪也受到海外项目带动产业销售增加的提振,特别是越南和大马的新城镇。
该集团已经提交了槟城交通大蓝图(PTMP)的填海、Pan Island Link 1和铁路连接的环境影响评估(EIA)报告,目前由相关中央政府单位审查。
(编译:魏素雯)
SUMMARY OF KEY FINANCIAL INFORMATION
31 Jan 2018 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Jan 2018 | 31 Jan 2017 | 31 Jan 2018 | 31 Jan 2017 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 1,002,757 | 853,880 | 1,774,580 | 1,358,761 | 2 | Profit/(loss) before tax | 268,316 | 218,614 | 527,642 | 424,261 | 3 | Profit/(loss) for the period | 224,015 | 179,187 | 441,790 | 354,219 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 211,256 | 166,260 | 414,273 | 328,408 | 5 | Basic earnings/(loss) per share (Subunit) | 8.60 | 6.86 | 16.88 | 13.56 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 6.00 | 6.00 |
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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 ($$) | 3.0700 | 3.0500
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发表于 31-3-2018 04:22 AM
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发表于 3-4-2018 07:43 AM
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Type | Announcement | Subject | MATERIAL LITIGATION | Description | TENAGA NASIONAL BERHAD VS SUNGAI HARMONI SDN BHD ("PLAINTIFF") VS SYARIKAT PENGELUAR AIR SUNGAI SELANGOR SDN BHD ("3RD PARTY")SHAH ALAM HIGH COURT SUIT:1. SUIT NO. BA-22NCvC-98-03/2018 ("3RD PARTY NOTICE 1")2. SUIT NO. BA-22NCvC-99-03/2018 ("3RD PARTY NOTICE 2")("3RD PARTY NOTICES") | Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) wishes to announce that Syarikat Pengeluar Air Sungai Selangor Sdn Bhd (Company No. 482346-K) (“Splash”) has on 2 April 2018 notified Gamuda that it has received two 3rd Party Notices dated 29 March 2018 respectively from Sungai Harmoni Sdn Bhd (Company No. 254154-U) (“Sg Harmoni”) in respect of the suit filed by Tenaga Nasional Berhad (Company No. 200866-W) (“TNB”) against Sg Harmoni.
Please refer to the attachment below for the details of the announcement.
This announcement is dated 2 April 2018. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5744213
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发表于 6-4-2018 11:36 PM
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Type | Announcement | Subject | OTHERS | Description | KUALA LUMPUR-SINGAPORE HIGH SPEED RAIL ("HSR") PROJECT | Reference is made to the announcement made by Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) on 28 November 2017 pertaining to the joint participation in the tender for the appointment as the Project Delivery Partner (“PDP”) for the HSR Project under a 50 : 50 consortium known as MRCB Gamuda Consortium (“Consortium”) formed by the Company with Malaysian Resources Corporation Berhad (Company No. 7994-D) (“MRCB”).
The Company wishes to announce that the Consortium has on 5 April 2018 received a Letter of Intent (“LoI”) from MyHSR Corporation Sdn Bhd (Company No. 1147719-M) (“MyHSR Corp”) informing the Consortium of MyHSR Corp’s intention to award the PDP Package 1 (North) from Kuala Lumpur to the state border between Melaka and Johor (“Project”) to the Consortium.
Please refer to the attachment below for the details of the announcement.
This announcement is dated 5 April 2018 | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5749353
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发表于 10-4-2018 10:45 PM
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本帖最后由 icy97 于 11-4-2018 07:11 AM 编辑
Type | Announcement | Subject | MATERIAL LITIGATION | Description | SYARIKAT PENGELUAR AIR SUNGAI SELANGOR SDN BHD vs SYARIKAT BEKALAN AIR SELANGOR SDN BHD KUALA LUMPUR HIGH COURT SUIT:SUIT NO. WA-22NCC-124-04/2018 | Reference is made to the earlier announcements dated 9 March 2018 and 2 April 2018 made by Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) pertaining to the following respectively: - - receipt of four writs of summons together with the corresponding statements of claims filed by Tenaga Nasional Berhad (Company No. 200866-V) (“TNB”) against Gamuda’s 80% owned subsidiary, Gamuda Water Sdn Bhd (Company No. 297031-H) (“Gamuda Water”) for failure to pay electricity bills; and
- receipt of two third party notices by Syarikat Pengeluar Air Sungai Selangor Sdn Bhd (Company No. 482346-K) (“Splash”) (an indirect 40% associate company) from Sungai Harmoni Sdn Bhd (Company No. 254154-U) (“Sg Harmoni”) in respect of the suits filed by TNB against Sg Harmoni also for failure to pay electricity bills.
As mentioned in the announcement dated 2 April 2018, Splash will commence legal proceedings against Syarikat Bekalan Air Selangor Sdn Bhd (Company No. 393257-T) (“SYABAS”) for all outstanding receivables owing by SYABAS to Splash.
Please refer to the attachment below for the details of the announcement.
This announcement is dated 9 April 2018. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5752417
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发表于 2-5-2018 05:03 AM
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本帖最后由 icy97 于 5-5-2018 03:45 AM 编辑
Date of change | 01 May 2018 | Name | ENCIK MOHAMMED RASHDAN BIN MOHD YUSOF | Age | 47 | Gender | Male | Nationality | Malaysia | Type of change | Appointment | Designation | Principal Officer | Qualifications | Double First Class Honours degree in Economics from the University of Cambridge, United Kingdom.Chartered Accountant and Associate (ACA) of the Institute of Chartered Accountants in England and Wales (ICAEW)Associate member of the Association of Corporate Treasurers (ACT), United Kingdom | Working experience and occupation | 2003 - 2008:Managing Director, Binafikir Sdn Bhd2008 - 2010:Chief Executive Officer, Maybank Investment Bank Berhad2010 - 2012:Executive Director (Investments), Khazanah Nasional Berhad2012 - 2017:Founder and Managing Director, QuantePhi Sdn Bhd |
Type | Announcement | Subject | OTHERS | Description | PRESS RELEASE: GAMUDA APPOINTS RASHDAN TO DEPUTY GROUP MD ROLE | The Company is pleased to attach herewith a press release dated 27 April 2018 entitled, "Gamuda Appoints Rashdan to Deputy Group MD Role" for your attention. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5775409
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发表于 9-5-2018 02:47 AM
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本帖最后由 icy97 于 11-5-2018 02:27 AM 编辑
Type | Announcement | Subject | OTHERS | Description | KUALA LUMPUR-SINGAPORE HIGH SPEED RAIL ("HSR") PROJECT | Reference is made to the announcements made by Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) on 28 November 2017 and 5 April 2018 respectively, pertaining to the joint participation in the tender for the appointment as the Project Delivery Partner (“PDP”) for the HSR Project under a 50 : 50 consortium known as MRCB Gamuda Consortium (“Consortium”) formed by the Company with Malaysian Resources Corporation Berhad (Company No. 7994-D) (“MRCB”).
The Company wishes to announce that the Consortium has on 2 May 2018 accepted a Letter of Appointment (“LoA”) from MyHSR Corporation Sdn Bhd (Company No. 1147719-M) (“MyHSR Corp”) appointing the Consortium as the PDP for the northern section of the HSR project i.e. from Bandar Malaysia Station to the Contract Boundary being the first standard viaduct pier on the south side of Melaka Station on “plain line track” beyond the station fan at approximate chainage 200 366 from the International Boundary (PDP-North Package Project”).
For details of the announcement, please refer the file attachment below.
This announcement is dated 2 May 2018. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5782025
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发表于 12-6-2018 01:35 AM
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Type | Announcement | Subject | OTHERS | Description | KUALA LUMPUR-SINGAPORE HIGH SPEED RAIL ("HSR") PROJECT | Reference is made to the announcements made by Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) on 28 November 2017, 5 April 2018 and 2 May 2018 respectively, pertaining to the appointment of MRCB Gamuda Consortium (“Consortium”) by MyHSR Corporation Sdn Bhd (Company No. 1147719-M) (“MyHSR Corp”) as the PDP for the northern section of the HSR project i.e. from Bandar Malaysia Station to the Contract Boundary being the first standard viaduct pier on the south side of Melaka Station on “plain line track” beyond the station fan at approximate chainage 200 366 from the International Boundary (PDP-North Package Project”).
The Company wishes to announce that the Consortium has on 31 May 2018 received a letter dated 31 May 2018 from MyHSR Corp informing that following the announcement by the Government of Malaysia on the cancellation of the HSR Project, all further negotiations on the Articles of Agreements, Conditions of Contract and Annexures will be suspended. Consequently, the signing of the Articles of Agreements and Conditions of Contract scheduled on 1 June 2018 will no longer take place.
This announcement is dated 31 May 2018. |
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发表于 18-6-2018 12:29 AM
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发表于 28-6-2018 12:47 AM
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EX-date | 12 Jul 2018 | Entitlement date | 16 Jul 2018 | Entitlement time | 05:00 PM | Entitlement subject | Second interim dividend | Entitlement description | Single-tier second interim dividend of 6 sen per share | Period of interest payment | to | Financial Year End | 31 Jul 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 | 31 Jul 2018 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 16 Jul 2018 | 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 28-6-2018 12:57 AM
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Type | Announcement | Subject | OTHERS | Description | Renewal of Group Managing Director's Contract of Employment | Gamuda Berhad ("the Company") wishes to announce that the Board of Directors of the Company has approved the renewal of the contract of employment of the Company's Group Managing Director, Y.Bhg. Dato' Lin Yun Ling for another 5 years from 1 July 2018 to 30 June 2023.
This announcement is dated 27 June 2018. |
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发表于 28-6-2018 03:05 AM
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本帖最后由 icy97 于 28-6-2018 04:22 AM 编辑
SUMMARY OF KEY FINANCIAL INFORMATION
30 Apr 2018 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Apr 2018 | 30 Apr 2017 | 30 Apr 2018 | 30 Apr 2017 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 1,237,668 | 839,486 | 3,012,248 | 2,198,247 | 2 | Profit/(loss) before tax | 253,913 | 221,291 | 781,555 | 645,552 | 3 | Profit/(loss) for the period | 212,729 | 178,458 | 654,519 | 532,677 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 200,688 | 170,932 | 614,961 | 499,340 | 5 | Basic earnings/(loss) per share (Subunit) | 8.16 | 7.04 | 25.03 | 20.60 | 6 | Proposed/Declared dividend per share (Subunit) | 6.00 | 6.00 | 12.00 | 12.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 3.1500 | 3.0500
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发表于 29-6-2018 05:25 AM
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发表于 21-7-2018 05:16 AM
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Type | Announcement | Subject | MATERIAL LITIGATION | Description | SYARIKAT PENGELUAR AIR SUNGAI SELANGOR SDN BHD (COMPANY NO. 482346-K) ("SPLASH") VS SYARIKAT BEKALAN AIR SELANGOR SDN BHD (COMPANY NO. 393257-T) ("SYABAS")KUALA LUMPUR HIGH COURT SUIT:SUIT NO. WA-22NCC-124-04/2018(SUIT) | Reference is made to the earlier announcement dated 9 April 2018 made by Gamuda Berhad (Company No. 29579-T) (“Gamuda” or “Company”) pertaining to the Suit.
The Company wish to inform that a Written Consent for Discontinuance has been filed with the High Court of Kuala Lumpur on 18 July 2018 wherein Splash and Syabas have wholly discontinued their respective claims against each other in the Suit with liberty to file afresh. The decision to withdraw is to facilitate negotiations on the disposal of Splash with the State Government of Selangor.
This announcement is dated 20 July 2018. |
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发表于 4-8-2018 03:17 AM
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本帖最后由 icy97 于 4-8-2018 07:35 AM 编辑
Air Selangor拟25.5亿令吉收购SPLASH
Chester Tay/theedgemarkets.com
August 03, 2018 16:20 pm +08
(梳邦再也3日讯)Pengurusan Air Selangor私人有限公司建议以现金25亿5000万令吉,收购Syarikat Pengeluar Air Sungai Selangor私人有限公司(SPLASH)。
雪兰莪州务大臣阿米鲁丁表示,该献购价比SPLASH截至今年6月30日止的35亿4000万令吉净账面价值折价28%。
阿米鲁丁把献购函移交给SPLASH时说:“Air Selangor将在9年内完成收购计划。”
根据报导,SPLASH的股东包括金务大(Gamuda Bhd,持股权为40%)、Sweet Water SPV私人有限公司(持股权为30%)及Viable Chip私人有限公司(持股权为30%)。
阿米鲁丁在仪式上表示,协商了一年的拟议交易,要求Air Selangor在签署最终股份买卖协议后预付19亿令吉,而余下的6亿5000万令吉则在9年期内支付。
他说,Air Selangor将为收购筹集必要的资金。不过,在协议敲定之前,他拒绝透露更多详情。这些协议预计在一个月半内签订。
“此次收购不涉及雪州政府的任何财务拨款,且(款项)拉长为长期支付。这将让Air Selangor以合理的成本营运,同时水费不会为人民带来负担。”
他指出,基于愿买愿卖及由州政府和中央政府委聘的独立估价师确认,25亿5000亿令吉的报价是公平合理的。
他表示,收购SPLASH将解决Air Selangor子公司Syarikat Bekalan Air Selangor私人有限公司(SYABAS)因购买处理水而在截至6月30日拖欠SPLASH的逾47亿令吉。
(编译:魏素雯)
Type | Announcement | Subject | OTHERS | Description | GAMUDA BERHAD ("GAMUDA" OR "COMPANY")CONSOLIDATION OF THE SELANGOR WATER INDUSTRYPROPOSED PURCHASE OF 100% EQUITY IN SYARIKAT PENGELUAR AIR SUNGAI SELANGOR SDN BHD ("SPLASH") BY PENGURUSAN AIR SELANGOR SDN BHD ("AIR SELANGOR") | On behalf of the Board of Directors of Gamuda, Hong Leong Investment Bank Berhad (“HLIB”) wishes to announce that the Board of Directors of Gamuda wishes to announce that the Company’s 40% associated company, Syarikat Pengeluar Air Selangor Holdings Berhad (“SPLASH Holdings”) had on 3 August 2018, received a Letter of Offer dated on the even date from Pengurusan Air Selangor Sdn Bhd (“Air Selangor”) in respect of Air Selangor’s proposed purchase of 100% equity in Syarikat Pengeluar Air Sungai Selangor Sdn Bhd (“SPLASH”) (“Offer”). SPLASH is a wholly-owned subsidiary of SPLASH Holdings.
SPLASH Holdings is to revert with acceptance of the Offer by 5.00 pm (Malaysian time) on or before 10 August 2018 or such other extended or revised closing date(s) as may be decided by Air Selangor.
Air Selangor has been identified by the State Government of Selangor as the entity to take over the water supply and distribution services in the State of Selangor and the Federal Territories of Kuala Lumpur and Putrajaya, on a date to be determined (“Operational Date”).
The salient terms and conditions of the Offer are as follows: (i) The acquisition of SPLASH by Air Selangor of: - 50,000,000 ordinary shares in SPLASH (“SPLASH Shares”), being 100% of the issued and paid up ordinary share capital of SPLASH; and
- 350,000,000 Redeemable Unsecured Loan Stocks issued by SPLASH to SPLASH Holdings (“SPLASH RULS”), being 100% of SPLASH RULS,
for a combined total purchase consideration of RM2.55 billion. The SPLASH Shares and SPLASH RULS are collectively referred to as the “SPLASH Securities”.
(ii) The sale and purchase of the SPLASH will be transacted through a share purchase agreement between Air Selangor and SPLASH Holdings (“SPA”), and the SPA shall be entered into no later than 14 September 2018.
(iii) SPLASH Holdings agrees to allow Air Selangor and/or its advisors to carry out a due diligence inquiry on SPLASH, in which the due diligence shall commence within fourteen (14) days from the date of acceptance of the Offer.
(iv) The SPA shall include the following salient terms: (a) the purchase consideration for the SPLASH Securities shall be a sum of RM2.55 billion which shall be paid in the following manner: - an upfront payment of RM1.9 billion (“Upfront Payment”) on the completion date which shall occur no later than fourteen (14) calendar days from the fulfilment of all conditions precedent as prescribed under the SPA (“Completion Date”); and
- the balance purchase price of RM650 million (“Remaining Payment”) to be settled in 9 annual instalments, of which the first annual instalment shall commence on the first anniversary of the Completion Date and on each anniversary thereafter.
(b) In addition to the Remaining Payment, interest shall accrue on the outstanding amounts of the Remaining Payment at the rate of 5.25% per annum from the date falling immediately after the Completion Date until the date the Remaining Payment has been paid in full (“Interest Charges”). (c) The completion of the SPA is subject to the completion of a due diligence inquiry of SPLASH, regulatory approvals from the Selangor state and relevant authorities and other conditions customary of such transaction.
The Board of Directors of Gamuda will make the appropriate announcement in due course after going through due process internally and with SPLASH Holdings.
This announcement is dated 3 August 2018. |
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发表于 7-8-2018 06:31 AM
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金务大可能接受对SPLASH的献议
Jose Barrock & Kathy Fong/The Edge Financial Daily
August 06, 2018 11:19 am +08
(吉隆坡6日讯)根据业内人士的消息,Syarikat Pengeluar Air Sungai Selangor私人有限公司(SPLASH)最大股东金务大(Gamuda Bhd)据说愿意接受雪兰莪州政府以25亿5000万令吉收购SPLASH水资产的提议,尽管报价略低于它所期望账面价值的一倍。
此外,消息人士称,金务大持股80%的Gamuda Water私人有限公司将继续担任雪兰莪河第三滤水站(SSP3)的营运及维护(O&M)承包商。但现有的O&M合约中的条款将与州政府重新协商。
雪州政府的献议让金务大再次成为焦点,受累于中央政府检视国内基础设施项目,该股股价深陷泥潭。目前球落在金务大手上,该建筑巨头的董事部须在周五献议失效之前作出决定。
金务大的大股东是雇员公积金局(EPF),截至8月1日持股10.3%。金务大控有SPLASH的40%股权,而Kumpulan Perangsang Selangor Bhd(KPS)拥有30%。由商人Tan Sri Wan Azmi Wan Hamzah拥有的Sweet Water SPV私人有限公司持有余下的30%股权。
水处理是金务大基础设施特许业务的重要组成部分,包括另一家上市公司Lingkaran Trans Kota Holdings Bhd(LITRAK)的大道业务。金务大持有LITRAK的43.58%股权。
截至2017年7月31日止财政年,该集团基础设施特许业务的税前盈利跌17%至3亿4200万令吉,而营业额增6%至5亿800万令吉。不计精明隧道(SMART)的9850万令吉单次减值,核心税前盈利将升7%至4亿4000万令吉。
金务大在2017财年取得9亿2400万令吉的税前盈利,营业额报50亿7300万令吉。
作为一个州政府拥有的单位,当SPLASH利益相关者在周四会面时,KPS理所当然将投票接受这一献议。至于Wan Azmi,他在上周五表示,收购献议的回酬合理。
如果交易成事,金务大和Wan Azmi将立即收到一笔现金。新任雪州大臣阿米鲁丁上周五宣布了这一献议。此次收购要求Pengurusan Air Selangor私人有限公司在签署最终股份买卖协议后预付19亿令吉,而余下的6亿5000万令吉则在9年期内支付。
脱售SPLASH的40%持股权,将使金务大立即获得7亿6000万令吉的现金,而Wan Azmi获5亿7000万令吉。
SPLASH是SSP1和SSP3的特许经营者,这两项计划控制雪州、吉隆坡和布城的约45%的处理水供应。
接受收购雪州最大滤水站特许公司SPLASH的献议,将解决始于10年前的雪州水务僵局。这导致雪州出现严重的供水问题,例如推迟更换水管、无收益水(NRW)恶化及缺水。
有者认为水务僵局已经结束,成为水务相关行业的催化剂,因许多水管制造商在耗资大量资本支出后,多年来一直处于闲置状态。这将为水务相关公司带来更多的机会和合约。
(编译:陈慧珊) |
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发表于 10-8-2018 03:12 AM
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本帖最后由 icy97 于 10-8-2018 05:24 AM 编辑
Type | Announcement | Subject | OTHERS | Description | GAMUDA BERHAD ("GAMUDA" OR "COMPANY")CONSOLIDATION OF THE SELANGOR WATER INDUSTRYPROPOSED PURCHASE OF 100% EQUITY IN SYARIKAT PENGELUAR AIR SUNGAI SELANGOR SDN BHD ("SPLASH") BY PENGURUSAN AIR SELANGOR SDN BHD ("AIR SELANGOR") | Reference is made to the earlier announcement dated 3 August 2018 in relation to Air Selangor’s proposed purchase of 100% equity in SPLASH (“Offer”). Unless otherwise stated, words and phrases used in this announcement shall have the same meanings as defined in the aforesaid announcement.
On behalf of the Board of Directors of Gamuda, Hong Leong Investment Bank Berhad (“HLIB”) wishes to announce that Gamuda’s associated company, SPLASH Holdings, has resolved to accept the Offer from Air Selangor.
SPLASH Holdings expects to commence negotiations with Air Selangor to finalise the terms and conditions for the sale and purchase of SPLASH through a share purchase agreement (“SPA”) to be executed by the parties. Both Air Selangor and SPLASH Holdings are expected to finalise the terms and conditions of the SPA by 14 September 2018 and an appropriate announcement will be released in due course upon the execution of the SPA.
This announcement is dated 9 August 2018. |
西维尔:金务大将失去SSP3的O&M合约
Chester Tay/theedgemarkets.com
August 09, 2018 15:16 pm +08
(吉隆坡9日讯)水源、土地及天然资源部长西维尔再也古马指出,金务大(Gamuda Bhd)持股80%的Gamuda Water私人有限公司不会继续担任雪兰莪河第三滤水站(SSP3)的营运与维护(O&M)承包商。
西维尔今日在国会走廊向记者说,根据交易,中央政府将支付19亿令吉作为Pengurusan Air Selangor私人有限公司收购Syarikat Pengeluar Air Sungai Selangor私人有限公司(SPLASH)的预付款。
作为回报,中央政府拥有的Pengurusan Aset Air Bhd(PAAB)将接管SPLASH旗下的水资产,并长期回租给Air Selangor以偿还预付款。
然而,西维尔表示,Air Selangor尚未敲定租赁条款,仅称这是一项长期租赁。
“金务大将被排除在外,这是这笔交易的整个目的。无论如何,我们是以折价收购,其账面净值为35亿4000万令吉。”
“中央政府将支付19亿令吉,余下的6亿5000万令吉由州政府分期支付。”
金务大是SPLASH的最大股东,持有40%股权,而Kumpulan Perangsang Selangor Bhd(KPS)及商人Tan Sri Wan Azmi Wan Hamzah拥有的Sweet Water SPV私人有限公司各持30%。
雪州大臣阿米鲁丁上周五宣布,州政府旗下的Air Selangor提出以25亿5000万令吉收购SPLASH。
此次收购要求Air Selangor在签署最终协议后预付19亿令吉,其余的6亿5000万令吉则将在9年内分期支付。
(编译:陈慧珊) |
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