【JTINTER 2615 交流专区】JT国际

peh1696

JTI明年可能是一个惊人的一年，可能很好，也可能很坏。
可能很好的原因：
１。明年资本回退0.75，可以激增ROE，以吸引fund来买。
２。明年政府强制性20枝装必须在RM６ 以上，Viking 可能会面对Market Share缩水。JTI可乘机扩大市场。
３。EPF decrease to ８％,希望钱会流入香烟市场。

可能很坏的原因：
１。JTI最大的Product In Market Share 是Winston. 尤其是Winston 18枝装。Winston 占５０％的JTI income。10% of Total Market Share。 如今，Pall Mall也加入18枝装战局。Winston可能会受影响。

如我有讲的不对，请各位批评我

弹煮

注：請看stochastic指標，每次的低點都比上一次來得高，進一步鞏固我對這次漲勢的信心。
【買賣自負】

pang72

请问资本回退0.75 是几月？二月吗？
我想买，但是天天起。。以今RM４。５８ 了。。。。
如果今年有RM０。５８利稀，就好了！！
有个１０张， 就有RM５８００。。。。

pang72

牛年慎選紅包股：高息股前程似錦
2009-01-30 03:00

雖然金融海嘯導致全球經濟陷入寒冬，但食衣住行乃人之基本需求，就算消費者謹慎消費，勒緊口袋過年，但是該買的還是得買，消費股影響並不顯著，如果慎選其中的高息股，可為新年紅包“買”保險。

在2008財政年派發高息的消費股，包括英美煙草（BAT,4162,主板消費品組）、日本煙草國際（JTINTER,2615,主板消費品組）、健力士英格（GUINESS,3255,主板消費品組）、皇帽釀酒廠（CARLSBG,2836,主板消費品組）、安利控股（AMWAY,6351,主板貿服組）等，儘管今年行情欠佳，但若無重大意外，繼續派發高股息的機會依舊濃厚。

日本煙草國際為馬股“高息”常勝軍，2008財政年全年股息回酬率達13.7%，由於煙草業發展空間有限，資本開銷不多，儘管賺益持續受高稅務困擾，但仍無損派發高股息能力；英美煙草週息率表現同樣不俗，全年股息回酬率也達8.3%。

酒逢知己千杯少，在普天同慶的農曆新年期間，與親朋戚友歡聚一堂，豈可無酒助興，健力士英格及皇帽釀酒廠有望大發新年財，2008年股息回酬率達10.7和8.4%。

IsaacL

10lot x 100 = 1,000

1,000 x 0.58 = 580

弹煮

General Announcement

Reference No MM-090218-D39B1

Submitting Merchant Bank	:	MIMB INVESTMENT BANK BERHAD
Company Name	:	JT INTERNATIONAL BERHAD
Stock Name	:	JTINTER
Date Announced	:	19/02/2009

Type	:	Announcement
Subject	:	JT INTERNATIONAL BERHAD (“JTI” or “Company”) CAPITAL REPAYMENT AND AMENDMENTS TO THE MEMORANDUM AND ARTICLES OF ASSOCIATION
Contents	:	Kindly refer to announcement details.
Announcement Details : 1.    We refer to the announcement dated 22 July 2008 in relation to the following proposals undertaken by the Company:- (i)   Capital repayment involving a cash distribution on the basis of RM0.75for every one (1) existing ordinary share of RM1.00 each held in JTI ata date to be determined later via a reduction of share capital pursuantto Section 64 of the Companies Act, 1965 (“Capital Repayment”); and (ii)   Amendments to the Memorandum and Articles of Association of JTI tofacilitate the implementation of the Capital Repayment. 2.   On behalf of the Board of Directors of JTI, we wish to announce thatthe High Court of Malaya (“High Court”) had on 18 February 2009 grantedthe Company the following orders:- (i)    an orderconfirming the special resolution for the reduction of the Company’scapital pursuant to the Capital Repayment (“Order”); (ii)   the terms of the resolution and the date of the registration of theOrder be published in an English daily newspaper within one (1) monthfrom the lodging of the Order with the Companies Commission ofMalaysia; and (iii)    any cost of and incidental to the petition be borne by the Company. JTI is presently awaiting the extraction of the said Order from the High Court. This announcement is dated 19 February 2009.

dg55

注意很久了，

不过没有勇气买进咯。

没有资金，

不过如果我以RM４。５４买进，资本回退RM０。７５。

那么是不是我的股只剩RM3.75了？？

还是SHARE PAR VALEU －RM0.75

弹煮

par value、股价、和股本 都会调低。

Equity的减少，象征着ROE升的可能性（如果盈利能力没有受损的话）。

goodluck88

SUMMARY OF KEY FINANCIAL INFORMATION

31/12/2008

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2008	31/12/2007	31/12/2008	31/12/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	253,206	217,086	1,038,511	862,061
2	Profit/(loss) before tax	12,176	8,726	134,054	114,106
3	Profit/(loss) for the period	9,369	2,850	98,160	81,056
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,369	2,850	98,160	81,056
5	Basic earnings/(loss) per share (sen)	3.60	1.10	37.50	31.00
6	Proposed/Declared dividend per share (sen)	0.00	0.00	58.00	45.00
		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)	1.7700		1.8900

傻人最有傻福

JTI’S REVENUE SURPASSES RM1.0 BILLION IN FULL YEAR 2008

JT International Berhad’s Fourth Quarter Financial Results

For The Year Ended December 31, 2008

JT International Berhad (JTIMalaysia) registered consolidated revenue of RM 253.2 million for thefourth quarter ended December 31, 2008, representing a 17% increasecompared with RM 217.1 million in the corresponding quarter last year.The increase in revenue was driven by improved sales volume and highercigarette prices. The Group also registered higher profit before tax ofRM 12.2 million during the quarter, representing a 40% increasecompared with RM 8.7 million registered in the corresponding quarterlast year. The increase in profit before tax was driven by the samefactors, offset partially by higher operating expenditures.

For the year under review, the Group’s consolidated revenue surpassed the RM1.0 billion mark, registering RM 1, 038.5 million, a 20% increase fromRM 862.1 million achieved in the previous year. Profit before tax alsoimproved to RM 134.1 million compared with RM 114.1 million in theprevious year. The increase in revenue was driven by stronger volumeand higher cigarette prices. The increase in profit before tax was alsodriven by these factors, offset partially by higher marketing andoperating expenditures. The strong performance was in line with JTIMalaysia’s expectations as the Group continued to invest behind newbrand initiatives to strengthen its business base for future growth.These investments have proven effective and have resulted in strongvolume and market share growth for the Company’s Global Flagship Brands– Winston and Mild Seven.

Theyear 2008 proved to be another challenging year for the industry, whichexperienced further decline in sales volume, albeit at a slower ratecompared to the previous year. However, despite the externalchallenges, JTI Malaysia successfully grew its corporate market share to 17.7% from 17.4% in the previous year (based on AC Nielsen’s retail audit).

Late September2008 also saw the introduction of further anti-tobacco regulations,placing increased restrictions on cigarette manufacturers. Theseinclude the imposition of Graphic or Pictorial Health Warnings (PHWs)as well as limitations on the use of certain descriptive terms oncigarette packaging, and will be fully implemented in the retail tradeby June 1, 2009. It is anticipated that further restrictions will beintroduced during 2009 and as such, the operating environment for thetobacco industry is expected to be no less challenging.

Asthe economic environment enters into a difficult phase, JTI Malaysiaexpects the number of price-sensitive consumers to increase. This isenvisaged to result in increased switching to extremely low pricedcigarettes or even illegal cigarettes. JTI Malaysia will continue towork closely with all Government agencies to address the significantissue of illegal cigarettes, whilst also acknowledging the increasedefforts made by the Government’s enforcement agencies in curbing thismenace.

Despitethe anticipated challenges, JTI Malaysia is committed to strengtheningits position within the market place and will continue to investresources behind its Global Flagship Brands to minimise the impact fromlow priced, low quality cigarettes. JTI Malaysia remains confident thatthe successful execution of planned business strategies and initiativeswill ensure that the Group is well-positioned to meet its 2009 overallobjectives and deliver another credible performance.

Ends.


JTI– Japan Tobacco International - is a subsidiary of Japan Tobacco, Inc.(JT), the world’s third largest international manufacturer of tobaccoproducts. JTI produces three of the top five worldwide cigarettebrands: Winston, Mild Seven and Camel. Other international brandsinclude Silk Cut, Sobranie of London, Glamour and LD. With headquartersin Geneva, Switzerland, and net sales of USD 10.652 billion in the fiscal year ended December 31, 2008, Japan Tobacco Internationalhas more than 22,000 employees and operations in 120 countries. JTInternational Berhad is the Malaysian arm of Japan TobaccoInternational.

傻人最有傻福

日本煙草資本回退
每股或派75仙
（吉隆坡26日訊）日本煙草（JTINTER，2615，主板消費）資本回退計劃獲法庭批准，券商預計，該公司進行每股回退75仙計劃。星展證券研究預計，日本煙草淨現金量將從2億6720萬令吉，或每股1.02令吉，下降至7060萬令吉或每股27仙。
“日本煙草每年淨營運現金流量超過1億令吉，我們相信每股回退75仙資本后，高息政策仍不受影響。”
市場預期09財年每股股息（DPS）達31.4仙（淨回酬率6.9%）、2010財年30仙（6.6%）。
另外，市場香煙總銷量（TIV）萎縮，日本煙草則打敗英美煙草（BAT，4162，主板消費）和菲立摩力斯（Philip Morris），成為去年唯一成長的煙草商。
日本煙草日前召開分析員匯報會，聯昌證券研究今日發佈分析報告說，該公司08年第4季市佔率揚至20%，去年07年第4季為17.8%。
“市場總銷量去年下跌1.8%，日本煙草卻錄得11%成長，菲立摩力斯最大輸家，英美煙草市佔率亦走軟。”
該公司去年重槌投資核心品牌，雲絲頓（Winston）和七星（Mild 7），成功帶動兩個品牌的銷量雙位數成長，分別揚升22%及17%。
去年11月，菲立摩力斯挑起平價香煙（VFM）價格戰，英美煙草和日本煙草被逼加入戰圍，日本煙草最后付上700萬令吉的代價。
聯昌證券研究維持日本煙草“中立”（Neutral）評級，目標價格4.95令吉。
閉市時，日本煙草收4.62令吉，揚10仙，成交量達105萬2300股。

弹煮

昨天已经反映在股价上鸟
可惜偶卖鸟

傻人最有傻福

卖了不通知
我还没卖

弹煮

那么祝你赚钱咯。
偶是换马去雀应该还可以吧？

傻人最有傻福

卡帖！！！！

傻人最有傻福

换nestle？

弹煮

不就是咯

傻人最有傻福

换到几多股？？？

弹煮

500股罢鸟

K男

原帖由 傻人最有傻福 于 26-2-2009 10:07 PM 发表
日本煙草資本回退
每股或派75仙
（吉隆坡26日訊）日本煙草（JTINTER，2615，主板消費）資本回退計劃獲法庭批准，券商預計，該公司進行每股回退75仙計劃。星展證券研究預計，日本煙草淨現金量將從2億6720萬令吉，或 ...

这真是一只超顶经典－－好股－－