【CEPAT 8982 交流专区】捷博集团

东邪

8982

Production for January 2008

Production for January 2008 The Board of Directors of the Company wishes to inform that the production figures of the Group for January 2008 are as follows: FFB - 10,733.460 Metric Tonnes Crude Palm Oil - 5,758.988 Metric Tonnes Palm Kernel - 1,519.007 Metric Tonnes

14/02/2008   05:16 PM

东邪

1月2008年
FFB - 10,733.460 Metric Tonnes
Crude Palm Oil - 5,758.988 Metric Tonnes
Palm Kernel - 1,519.007 Metric Tonnes

12月2007年
FFB - 11,810.640 Metric Tonnes
Crude Palm Oil - 6,575.908 Metric Tonnes
Palm Kernel - 1,650.668 Metric Tonnes

11月2007年
FFB - 13,545.240 Metric Tonnes
Crude Palm Oil - 7,563.749 Metric Tonnes
Palm Kernel - 1,866.698 Metric Tonnes

这三个月越来越少。。
在观望多一个月看看。。

huatchai07

希望产量少，价格提高。

网宗

原帖由 kingkong80 于 14-2-2008 10:08 PM 发表
耐性是赢家最重要的特质。。。一个字。。。等！！！

股海只有一句－－

人无千日好－花无百日红－市无常。。。

huatchai07

我们的牛市最牛。。。被牵着走的牛 TMD

wetpeng

想问捷博集团目前有多少公顷的油棕园，棕油厂，是在东马吗？

东邪

8982

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

Particulars of Shareholder 36 Name : Tiong King Sing NRIC/Passport No./Company No. : 610903-13-5159 Nationality/Country of Incorporation : Malaysian Address: 5th Floor, Wisma Wijaya Baru, No. 1, Jalan 215, Off Jalan Templer, 46050 Petaling Jaya Descriptions (Class and Nominal Value): Ordinary shares of RM1.00 each Name and Address of Registered Holder: OSK Nominees (Tempatan) Sdn Berhad 10th Floor, Plaza OSK, Jalan Ampang, 50450 Kuala Lumpur Details of Changes Date of Notice : 18/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 13/02/2008 Disposed 117,000 - Circumstances by reason of which change has occurred: Open market disposal Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 13,414,100 shares (6.2300%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 13,414,100 shares Remarks: N/A Submitted By: Seow Fei San

18/02/2008   05:09 PM

弹煮

Changes in Substantial Shareholder's Interest Pursuant to Form 29B of the Companies Act. 1965

Reference No CAS-080222-A24CE

Company Name	:	CEPATWAWASAN GROUP BERHAD
Stock Name	:	CEPAT
Date Announced	:	22/02/2008

Name	:	Tiong King Sing
Address	:	5th Floor, Wisma Wijaya Baru, No. 1, Jalan 215, Off Jalan Templer, 46050 Petaling Jaya
NRIC/Passport No/Company No.	:	610903-13-5159
Nationality/Country of incorporation	:	Malaysian
Descriptions (Class & nominal value)	:	Ordinary shares of RM1.00 each
Name & address of registered holder	:	OSK Nominees (Tempatan) Sdn Berhad 10th Floor, Plaza OSK, Jalan Ampang, 50450 Kuala Lumpur

Details of changes
Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	19/02/2008	126,300
Disposed	20/02/2008	223,400

Circumstances by reason of which change has occurred	:	Open market disposal
Nature of interest	:	Direct
Direct (units)	:	13,064,400
Direct (%)	:	6.06
Indirect/deemed interest (units)	:
Indirect/deemed interest (%)	:
Total no of securities after change	:	13,064,400
Date of notice	:	21/02/2008

弹煮

差不多要爆了 ^^

弹煮

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2007

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		Two Mths	Three Mths	Eight Mths	Nine Mths
		01/11/2007	01/11/2006	01/05/2007	01/05/2006
		To 31/12/2007	To 31/01/2007	To 31/12/2007	To 31/01/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	50,163	32,657	164,207	94,479
2	Profit/(loss) before tax	12,058	7,117	41,984	15,818
3	Profit/(loss) for the period	10,374	5,033	32,507	11,939
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,055	5,033	31,198	11,939
5	Basic earnings/(loss) per share (sen)	4.67	2.34	14.48	5.54
6	Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00
		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 (RM)	1.3900		1.2600

小散户

昨晚0.130 进场成为 KAWAN CEPAT了..谁知道一买就跌10多%了...

小散户

羡慕昨晚低位买进的朋友...

弹煮

有几低？
我现在就来

弹煮

原帖由 小散户 于 11-3-2008 10:15 AM 发表
昨晚0.130 进场成为 KAWAN CEPAT了..谁知道一买就跌10多%了...

偶现在就排队1.20
你的价钱(0.130)我肯定做不到了

小散户

原帖由 弹煮 于 17-3-2008 02:10 PM 发表

偶现在就排队1.20
你的价钱(0.130)我肯定做不到了

那么你1.20也CEPAT了啊?

弹煮

昨天就match鸟 1.20 呀

小散户

原帖由 弹煮 于 18-3-2008 01:03 PM 发表
昨天就match鸟 1.20 呀

冷眼介绍买的...不然我也没有注意到他

huatchai07

購6油棕公司價格合理‧IOI集團強化上下游業務

• 大馬財經

2008-03-19 18:38

• 
  
  

（吉隆坡）IOI集團（IOICORP，1961；主板種植組）以4億3990萬令吉現金收購東馬5家油棕種植公司的65%有效股權，普遍獲市場肯定，認為收購價格合理，中期對集團有積極作用，並展現公司未來明確的成長步伐。
IOI集團或因這項收購每年凈利增加4500萬至5200萬令吉，對2009和2010財政年的預測凈利或作出少過3%的貢獻，但分析員表示，收購強化公司最有利可圖的上游種植業，同時也提高公司大幅跨越下游業務的供應保障。
更多新併購活動將出爐
分析員相信，該接下來會有更多的新併購活動陸續出爐，而IOI集團目前仍積極籌資，今年1月份發出第3次的6億美元可轉換債券後，坐擁的現金膨脹至接近30億令吉，有充足的併購“子彈”。
受收購計劃激勵，儘管棕油價繼續下跌，但IOI集團股價走高，一度揚升35仙至7令吉水平，惟有套利干擾，收市掛6令吉
75仙，揚升10仙。
IOI集團上述收購計劃概括砂拉越總共4萬4350公頃的地段，預計在未來3個月完成後所持種植地段的有效股權為65%，另35%股份由砂拉越土地托管和發展局（LCDA）和當地土著擁有。
大馬研究表示，收購地段的企業價值為每公頃1萬677令吉，相信這是合理的價格，比較該集團在2006年9月於砂州購買的未開發地段達9040公頃，每公頃為5597令吉，CB工業（CBIP，7076；主板工業產品組）最近在相同園坵購置的成熟地段為每公頃1萬7963令吉。
這收購計劃僅提高該集團2009財政年凈利達1.6%，因只有10%的地段是可收割園坵。資本開銷方面，若其地段座落在泥炭土壤，其種植發展開銷較高，每公頃大約是1萬3500令吉，比較礦質土壤每公頃為1萬2000公頃。
IOI集團在過去5年以7億2940萬令吉累積收購沙巴、印尼和砂拉越的地段共8萬3466公頃。
達證券則表示，若上述收購計劃以現金成交，IOI集團的盈利貢獻將少過2%，但肯定這項收購計劃，因可以強化公司上游種植業和提高其下游業務的供應保障。
聯昌研究則認為，收購的種植公司在2007財政年凈利為2930萬令吉，若全年貢獻的話，對2009財政年僅作出0.5%的盈利貢獻，對收購計劃評價“中和”，但因購價合理，預計新資產產生累積盈利作用。
大馬種植地段增加26%
IOI集團這項收購計劃將提高集團在大馬的種植地段達26%至21萬3800公頃，砂州現有的9000公頃地段，總共擁有5萬3350公頃地段，成為砂拉越持有最多地段的地主之一。”
達證券保持此公司的盈利預測，因對集團的盈利貢獻不大，股價的催化劑來自強勢的原棕油價格和潛在的收購計劃、優質股票流通量和強勢的管理層。
IOI集團也獲得公司回購股票計劃的扶托，在2008年3月12日至14日期間，該公司以每股6.95至7.40令吉回購總共1150萬股。
收購計劃中期正面
亞歐美研究相信，上述收購計劃在未來2至3年的凈利貢獻每年達4500萬至5200萬令吉（若原棕油價格保持每公噸2500令吉），短期對此項收購計劃保持“中和”，中期則是正面的，因此集團持續擴大其種植地規模，展現未來明確的成長步伐。









怎么看不到CEPAT WAWASAN 的名字？？？ 记者写漏了吗？？？:@ :@ :@ :@ :@

huatchai07

Cepatwawasan trading at attractive valuation

By YEOW POOI LING

ON THE MOVE

PETALING JAYA: Shares of Cepatwawasan Group Bhd are trading at an attractive valuation in the plantation sector on the back of strong yield and firm crude palm oil (CPO) prices.  

Based on latest two months results ended Dec 31, 2007 (the financial year-end was changed from April 30 to Dec 31), the group’s annualised EPS is estimated at 28 sen.  

Using Wednesday’s closing price of RM1.21 as a reference, Cepatwawasan is trading at calendar year 2008 price-to-earnings ratio of 4.3 times only, one of the lowest among listed plantation companies. The company’s price to net tangible assets is at 1.3 times.  

It has a total plantation land bank of 10,684.08ha in Sabah, of which 8,094ha are planted.  

For its fiscal year ended April 30, 2007 (FY07), Cepatwawasan in its annual report noted that 71% of the planted area consists of prime trees aged between eight and 16 years, while the remaining 29% will reach maturity this year, signifying future high production growth.  

Its fresh fruit bunches (FFB) yield of 26.44 tonne per hectare is among the highest in the country, similar to IOI Corp Bhd’s FFB yield of 26.72 tonne per hectare. Average oil extraction rate is satisfactory at almost 20%.

In October 2005, listed and experienced MHC Plantations Bhd bought some 32% of Cepatwawasan at RM1.77 a share, hence becoming the largest controlling shareholder.  

A new management team has since been established in Cepatwawasan, with Datuk Mah King Seng as managing director while Tan Ah Seng is the company’s chief executive officer.  

Tan was previously the plantation controller of IOI Corp’s Sandakan regional office in Sabah. With a stronger team, Cepatwawasan is likely to see higher yield and better operational efficiency.  

Its net profit for the two months ended Dec 31 doubled to RM10mil compared with RM5mil for three months ended Jan 31, 2007.  

Net borrowings as at end-December improved to RM10.8mil, implying a net gearing of 0.04 time, compared with net borrowings of RM23.7mil as at end-April.  

Dividend per share is expected to improve from 2 sen in FY07, owing to better profits and stronger cashflow. The company has declared an interim dividend for its eight months ended Dec 31 of 2 sen a share.  

Assuming Cepatwawasan declares a final dividend of 4 sen for year ending Dec 31, 2008, this would put its dividend yield at 3.3%.  

With CPO prices hovering above RM3,000 per tonne, the plantation sector still boasts high profit margins as the cost per tonne is about RM800 to RM1,000.  

While other industries might bear the brunt of a global economic slowdown, the profitability of plantation companies would seem to be high and assured.  

High CPO prices and increased FFB growth will translate into windfall profits for Cepatwawasan, giving rise to an opportunity for investors to re-rate the company.  

今天STAR 经济版说CEPAT被低估了，有谁认同呢？

弹煮

根本是低估到没有人有，只是还没有人去炒