【~~thomas2~~ 个人专区】T2的投资组合和部落...

thomas2

如果要买REIT,我个人比较会推荐atrium...或是axis....

thomas2

Company Name

:

MEDIA PRIMA BERHAD

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/09/2007	30/09/2006	30/09/2007	30/09/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	212,321	155,108	492,344	387,796
2		Profit/(loss) before tax	58,697	32,503	101,760	51,388
3		Profit/(loss) for the period	44,980	27,987	78,566	37,290
4		Profit/(loss) attributable to ordinary equity holders of the parent	44,980	27,987	78,566	36,974
5		Basic earnings/(loss) per share (sen)	5.51	4.16	9.62	5.49
6		Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00

[ 本帖最后由 thomas2 于 15-11-2007 10:01 PM 编辑 ]

thomas2

Company Name	:	YTL POWER INTERNATIONAL BHD
Stock Name	:	YTLPOWR
Date Announced	:	14/11/2007

Type	:	Announcement
Subject	:	YTL POWER INTERNATIONAL BERHAD ("the Company") - NOTICE OF ELEVENTH ANNUAL GENERAL MEETING

Contents :

Please be advised that the Eleventh Annual GeneralMeeting ("AGM") of the Company will be held at Starhill 2, Level 4, JWMarriott Hotel Kuala Lumpur, 183 Jalan Bukit Bintang, 55100 KualaLumpur on Friday, 7 December 2007 at 2.30 p.m.

Please refer to the attachment for Notice of AGM.

Yours faithfully,
YTL POWER INTERNATIONAL BERHAD



HO SAY KENG
Company Secretary

Dated : 14  November 2007
Kuala Lumpur

thomas2

Stock Name

:

YTLPOWR

EX-date	:19/12/2007
Entitlement date	:24/12/2007
Entitlement time	:05:00:00 PM
Entitlement subject	:Others
Entitlement description:
Distributionof One (1) treasury shares for every Twenty-Five (25) existing ordinaryshares of RM0.50 each held in the Company ("Share Dividend") .

Payment date	:
a) Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:24/12/2007

thomas2

合成種植首日上市溢價15%

Updated : 16-11-2007
Media : 東方日報
Story By : N/A
www.biznewsdb.com

（吉隆坡16日訊）今日在大馬交易所主要交易板粉墨登場的合成種植（HSPLANT，5138，主板種植股）表現大勇，開市時報3.20令吉，取得55仙溢價。

該股最高升至3.24令吉，最后以3.06令吉挂收，全日溢價41仙或15.47%。同時，其成交量也高居全場之冠，全日共有6658萬6900股易手。

合成種植是合成統一（HAPSENG，3034，主板貿服股）配合種植資產上市計劃，進行重組計劃而成立的投資控股公司。

合成種植在沙巴共擁有3萬7630公頃的種植地，其中3萬2695公頃用以種植油棕。

合成種植董事經理李民富說：該公司在上市主要交易板后，在種植領域的成長潛能中，擁有更好的定位。

合成種植上市后擴大的發行及繳足資本將達8億令吉，相等于8億股，每股面值1令吉。

thomas2

楊忠禮能源
25股送1庫存股
（吉隆坡16日訊）楊忠禮能源（YTLPOWR，6742，主板基建）建議25股送1庫存股方式，回饋股東。

該公司向馬證交所報備說，截至12月24日下午5時，每持有25股楊忠禮能源的股東，將獲送1庫存股，每股面值50仙。

此外，2000/2001憑單持有者受促在12月11日下午5時前，向位于武吉免登路的楊忠禮機構（YTL，4677，主板建築）總部認購新股，以享有上述庫存股贈送計劃。

發22億回債

楊忠禮能源指出，庫存股將在派送截止日（12月24日）后的5個交易日，存進投資者在馬交所存票有限公司（Bursa Depository）的戶頭。

另一方面，楊忠禮能源建議發售總值22億令吉可贖回債券，或相等于22億2796萬4871憑單。

該公司指出，每持有3股楊忠禮能源的股東，將獲配1憑單，年利率為3%，預計2008財年第3季完成配售計劃。

楊忠禮能源說，所籌措的22億令吉資金將用作資本開銷、再融資貸款、融資未來發展計劃等。

今日閉市時，楊忠禮能源收2.43令吉，微揚1仙，全日交投量達44萬5400股。

最近，楊忠禮機構等關係企業以各種方式回饋股東，包括母公司楊忠禮機構早前宣佈，以15股配1股楊忠禮能源，以報答股東的支持。

thomas2

首要媒體首3季稅前盈利破億

Updated : 15-11-2007
Media : 東方日報
Story By : N/A
www.biznewsdb.com

（吉隆坡15日訊）在電子、平面媒體及戶外廣告等整體業務強勁成長帶動下，加上TV9成功達到無盈虧水平，首要媒體（MEDIA，4502，主板貿服股）在07財政年首9個月交出標青的成績單，淨利飆漲一倍以上，而稅前盈利也首次在9個月內，突破1億令吉大關。

首要媒體在0 7財政年首9個月，寫下4億9230萬令吉的營業額表現，按年增長27%，主要來自國慶50週年的強勁廣告開銷，加上TV9達到無盈虧水平，以及電台與戶外廣告業務的強勁貢獻。

其中，TV9只用了17個月的時間，就取得了無盈虧狀況，主要受惠于50週年國慶廣告開銷的激勵。

此外，首要媒體稅前盈利首次在9個月的時間內突破1億令吉大關，寫下1億零180萬令吉的表現。同時，該公司的淨利也飆漲一倍以上，取得7860萬令吉的表現。

除了整體業務的強勁貢獻之外，新海峽時報成功轉虧為盈，也是盈利大增的幕后功臣。

該公司董事經理阿都拉曼在媒體簡報會上預期，首要媒體在第四季將有望保持第三季的盈利增長動力，雖然表現可能沒有第三季來得強。

廣告開銷方面，首9個月的廣告開銷增長19%，包括平面媒體上揚22%、電視增長14%，以及電台上漲32%。展望明年，他相信廣告開銷將能保持今年的增長勢頭，不過，電視廣告方面則將稍微下滑。

電視依然是該公司的主要收入來源，佔總營業額的95%。不過，他預期電視業務的貢獻，將在明年下滑至75%，而戶外廣告的貢獻則將增至15%。

另一方面，雖然新海峽時報轉虧為盈，不過，在油價高漲下，印刷成本高企不下，為該公司的盈利表現蒙上陰影。

在業務擴展方面，該公司主席拿督阿都慕達立透露，電台業務有望進一步擴充。該公司考慮向政府申請多一個頻道。

同時，該公司也在尋找策略結盟或收購契機。目前，該公司有與一些單位進行洽單，不過，至今仍沒有任何實質成果。

thomas2

新海峽時報首3季轉虧為盈

Updated : 15-11-2007
Media : 星洲日報
Story By : N/A
www.biznewsdb.com

新海峽時報（NSTP，3999）截至9月30日止首3季轉虧為盈，從前期虧損1367萬令吉，轉為獲利2680萬6000令吉。

新海峽時報前9個月營業額上漲5.3%至4億1009萬7000令吉，前期為3億8946萬8000令吉。

thomas2

Lim: Review power purchase deals

Updated : 17-11-2007
Media : The Star
Story By : N/A
via www.biznewsdb.com
Mail this story or page to friend(s).

KUALA LUMPUR: Energy, Water and Communications Minister Datuk Seri Dr Lim Keng Yaik said the best thing to do to correct the imbalances and disparities of the Power Purchase Agreements (PPAs) of Independent Power Producers (IPPs) with Tenaga Nasional Bhd was to have them re-negotiated.

¡§This is not something new or strange to the electricity industry since similar action has been taken in other countries that have been successful in migrating to a more competitive electricity market,¡¨ he said at the annual dinner of the Association of Independent Power Producers of Malaysia (Penjanabebas), the umbrella body for IPPs, here last night.

The minister said the current scene, with 15 IPPs with different PPAs, would not create a conducive environment for a competitive market. Dr Lim also said he had a duty to ensure that the Malaysian electricity supply industry evolved into a robust and efficient sector. ¡V Bernama

一个拖了很久的话题。。。

thomas2

目前的看法：

买入：
Media--->看好公司不断进步的财政；继续的expansion。。
HSPlantation-->看好公司减低了的债务，继续买入更多的plant；CPO 价格的上升。。

稳定存票：
ytlpower--> 看好稳定的股息回筹，股息+两次的派发库存股；公司良好的现金。。

atrium-->看好每季派息的policy和积极的购入展业的方向及强劲的租客。。

stareit-->看好高档价的产业租金。。。

titan -->看好公司的PE ratio，印尼业务及大马新厂和产品。。。

thomas2

MALAYSIA'S government plans to take back the 2.5 gigahertz (GHz) and 3.5 GHz broadband spectrum assigned to telecommunications firms to reduce the number of players.

The 2.5 GHz and 3.5 GHz band frequencies allow advanced Internet services such as wireless broadband WiMAX connections.

Malaysia earlier this year awarded four WiMAX licences on the 2.3 GHz spectrum to Bizsurf, 50 per cent-owned by YTL E-Solutions; MIB Comm, a unit of Green Packet Bhd; Redtone International and unlisted Asiaspace Dotcom.

“Now that we have rolled out 2.3 GHz with spectrum assigned to these WiMAX players, it’s only logical that the 3.5 GHz and 2.5 GHz assignment be taken back,” Energy, Water and Communications Minister Datuk Seri Dr Lim Keng Yaik Lim Keng Yaik told reporters today.

Lim was also disappointed over the lack of customers, with some companies yet to even roll out their services.

“Many of them after 3 years have not even rolled out a all. I’m not going to have 9 or 10 WiMAX licence holders. If you got too many players, they will go out and kill each other.”

Among the companies with the 2.5 GHz and 3.5 GHz spectrum are state-controlled Telekom Malaysia, TIME dotCom and Malaysia’s biggest mobile phone operator, Maxis Communications.

Lim said these firms would be given up to five years to wind up their services.

Telekom, which lost out on a licence to run WiMAX services on the 2.3 GHz spectrum, has said it planned to launch WiMAX services on the 2.5 GHz spectrum it uses for mobile telephony.

DiGi, the smallest of Malaysia’s three mobile phone companies, announced last week it would explore the sharing of TIME dotCom’s 2.5 GHz spectrum as part of their tie-up agreement.

WiMAX can blanket entire cities with high-speed wireless connections and is a longer-range version of the popular WiFi technology. It is cheaper to set up and run than the high-speed 3G connection for mobile phones. - Reuters

thomas2

原帖由 thomas2 于 19-11-2007 04:46 PM 发表
MALAYSIA'S government plans to take back the 2.5 gigahertz (GHz) and 3.5 GHz broadband spectrum assigned to telecommunications firms to reduce the number of players.

The 2.5 GHz and 3.5 GHz ba ...

虽然本身没买，可是digi永远都是我心中的痛。。。所以贴一下。。。

如果政府收回执照，那么digi怎么办？？？

thomas2

Subject: TITAN future prospect

Dear sir/madam,

Kindlyfurnish a view of our company's future prospect  for last quarter ofcurrent FY and the coming FY with several issues namely:

1)Continue increase of global Oil price
2)Dividend policy of 30% of Profit
3)Reverse takeover of PT Fatrapolindo Nusa Industri
4)Launch of butadiene factory

thank you.

with warmest regards,
thomas

thomas2

原帖由 thomas2 于 19-11-2007 11:12 PM 发表
Subject: TITAN future prospect

Dear sir/madam,

Kindlyfurnish a view of our company's future prospect  for last quarter ofcurrent FY and the coming FY with several issues namely:

1)Contin ...

titan 的回复：

Dear Sir


Thank you for your interest in Titan Chemicals.


With reference to your query,
1)Our feedstock naphtha is a derivative of the crude oil. Commodities arebased on supply-demand, hence the prices as well. As a polyolefinsproducer, the spread between the end-products and feedstock providesthe margins. The efficiency of pass-through mechanism and the industrysupply-demand balance will determine the profitability of polyolefinsmanufacturers.


2) As per our announcement to Bursa Malaysia in May 2007, Titan Chemicals has a dividend policy to pay upto30% of the net profit as dividends. The group will always target ahealthy balance between business growth and rewarding shareholders.


3)Please refer to our Bursa Announcement on our proposed takeover of PTFatrapolindo.  The 20-page announcement complies with regulatoryrequirements and comprehensively covers the proposed corporateexercise. In addition, please go to our website [url=]www.titangroup.com[/url]to view a press release on the announcement.


4)As per our Letter to Shareholder dated 6 November 2007, the butadieneplant is on schedule for completion by the end of this year. Hence,earnings from this new product are expected to come in next year. Toview the Letter to Shareholder, please go to http://www.titangroup.com/InvestorRelations/Investors_Update.asp.


Thankyou for your email. If you require further information, please feelfree to send in your questions. We look forward to updating ourshareholders.


Best regards
Liew Lai Jing
Investor Relations
Titan Chemicals Corp. Bhd.

thomas2

原帖由 thomas2 于 19-11-2007 04:46 PM 发表
MALAYSIA'S government plans to take back the 2.5 gigahertz (GHz) and 3.5 GHz broadband spectrum assigned to telecommunications firms to reduce the number of players.

The 2.5 GHz and 3.5 GHz ba ...

thomas2

原帖由 thomas2 于 19-11-2007 04:47 PM 发表


虽然本身没买，可是digi永远都是我心中的痛。。。所以贴一下。。。

如果政府收回执照，那么digi怎么办？？？

Malaysia's TIME, DiGi shares fall on spectrum news

Updated : 20-11-2007
Media : Reuters
Story By : Mark Bendeich
via www.biznewsdb.com


KUALA LUMPUR, Nov 20 (Reuters) - Shares in Malaysian broadband telecomTIME dotCom (TCOM.KL: Quote, Profile , Research) and mobile phone firmDiGi.Com (DSOM.KL: Quote, Profile , Research) fell on Tuesday after thegovernment said it would withdraw some of the wireless broadbandspectrum. On Monday, Communications Minister Lim Keng Yaik surprisedthe market by announcing the government would take back the 2.5gigahertz (GHz) and 3.5 GHz broadband spectrum assigned totelecommunications firms to reduce the number of players.

Underan equity alliance unveiled last week, DiGi and TIME dotCom said theywould look at offering WIMAX wireless broadband services using TIMEdotCom's 2.5 GHz spectrum.

Shares in TIME dotCom sank to 0.87 ringgit, down 3.4 percent, in early trade. DiGi stock fell 2.9 percent to 25.25 ringgit.

thomas2

YTL Power International:

Tenaga to Restart Talks With Malaysia Power Producers

Updated : 19-11-2007
Media : Bloomberg
Story By : Soraya Permatasari
via www.biznewsdb.com
Mail this story or page to friend(s).

Nov. 19 (Bloomberg) -- Tenaga Nasional Bhd., Malaysia's biggest power producer, will resume talks with energy suppliers to renegotiate electricity purchase terms, eight months after failing to conclude discussions, a minister said.

The government may offer to extend state-controlled Tenaga's contracts to buy electricity, Energy, Water and Communications Minister Lim Keng Yaik told reporters in Petaling Jaya, outside Kuala Lumpur, today without elaborating.

``We failed in the first round,'' Lim said. ``Let's go for a second round.''

Malaysia in March ended talks with power producers including YTL Power International Bhd. and Malakoff Bhd. because they couldn't agree on issues such as capacity payments. Under existing agreements, most of which will expire in eight to nine years, Tenaga buys all of independent power producers' electricity at fixed prices, resulting in the company paying for excess power as demand fails to keep up with supply gains.

``We will have to wait for details from the government on the suggestion and we will give full cooperation to them on the latest request,'' Che Khalib Mohamad Noh, chief executive officer of Tenaga, said in an e-mailed statement.

The government, which wanted Tenaga to reduce excess capacity to curb operating costs, had offered the independent producers an extension in their contracts if they were willing to cut the capacity payment. Tenaga said last month it may post lower profit in the next fiscal year on higher fuel costs.

A government plan to raise fuel prices to cut its subsidy bill means the power producers will have to pay more for natural gas from state oil and gas company Petroliam Nasional Bhd., leading to another possible increase in electricity rates after the last gain in 2006.

Price Increase

Tenaga raised power prices in June last year by 12 percent, the first increase in nine years, allowing Che Khalib to cut debt and fund power-line upgrades.

Demand for power will probably rise 6 percent annually, according to government forecasts, as Malaysia's five-year, $57 billion development plan until 2010 will lead to increased electricity use.

The independent power producers include Sime Darby Bhd., which is being taken over by Synergy Drive Bhd., and Tanjong Plc.

Tenaga shares rose 5 sen, or 0.6 percent, to 9 ringgit at the close of trading on the Kuala Lumpur stock exchange today. They have fallen 17 percent this year, compared with the benchmark stock index's 26 percent gain.

[ 本帖最后由 thomas2 于 20-11-2007 01:50 PM 编辑 ]

thomas2

Hap Seng Plantation:

Palm Oil Gains With Soybean Oil on Increased Supply Concern

Updated : 19-11-2007
Media : Bloomberg
Story By : Claire Leow
via www.biznewsdb.com


Nov. 19 (Bloomberg) -- Palm oil futures in Malaysia, the globalbenchmark, rose in tandem with soybean oil on concern that vegetableoil supplies are growing slower than demand, analysts and traders said.The two oils are substitutes.

Soybeanoil for January delivery climbed a second day, reaching as high as45.58 cents a pound in after-hours trading on the Chicago Board ofTrade, or 6 cents a pound more expensive than palm oil, Bloomberg datashows. Friday's palm oil discount of 6.24 cents was the widest sinceNov. 29 last year.

Palm oil for January delivery, themost-active contract, rose 46 ringgit, or 1.6 percent, to 2,950 ringgit($875) a ton on the Malaysia Derivatives Exchange. The commodity hasgained 62 percent in the past 12 months, tracking soybean oil's 56percent gain in the same period.

``As long as soybean oil ishigh, so will palm oil,'' Liliana Bambang, an analyst at MandiriSekuritas, said by telephone from Jakarta.

China, the largestbuyer of vegetable oils, imported 3.67 million tons of palm oil in thefirst 10 months of this year, 6.7 percent more than a year earlier,according to customs data.

Soybean oil is crushed from soybeans,which reached a 19- year high of $10.89 a bushel in Chicago inafter-hours trading. Soybean has risen because of a shortage caused byreduced crop area and drought. U.S. farmers switched to corn for betterreturns, resulting this year in the lowest soybean acreage in 12 years,while drought damaged crops in China.

China and India, thebiggest vegetable oil importers, buy palm oil to fill gaps in suppliesof soybean, groundnut and canola oils.

Malaysia and Indonesiacontrol 90 percent of the world's palm oil production. The U.S., Braziland Argentina are the largest exporters of soybeans.

[ 本帖最后由 thomas2 于 20-11-2007 01:56 PM 编辑 ]

thomas2

Company Name

:

STARHILL REAL ESTATE INVESTMENT TRUST

Financial Year End	:	30/06/2008
Quarter	:	1
Quarterly report for the financial period ended	:	30/09/2007

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/09/2007	30/09/2006	30/09/2007	30/09/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	26,892	24,139	26,892	24,139
2		Profit/(loss) before tax	20,138	17,729	20,138	17,729
3		Profit/(loss) for the period	20,138	17,729	20,138	17,729
4		Profit/(loss) attributable to ordinary equity holders of the parent	20,138	17,729	20,138	17,729
5		Basic earnings/(loss) per share (sen)	1.71	1.70	1.71	1.70
6		Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00

thomas2

Company Name

:

YTL POWER INTERNATIONAL BHD

Financial Year End	:	30/06/2008
Quarter	:	1
Quarterly report for the financial period ended	:	30/09/2007

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2007

			INDIVIDUAL PERIOD	CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/09/2007	30/09/2006	30/09/2007	30/09/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	1,038,323	959,333	1,038,323	959,333
2		Profit/(loss) before tax	317,770	285,925	317,770	285,925
3		Profit/(loss) for the period	235,067	220,580	235,067	220,580
4		Profit/(loss) attributable to ordinary equity holders of the parent	235,067	220,580	235,067	220,580
5		Basic earnings/(loss) per share (sen)	4.61	4.49	4.61	4.49
6		Proposed/Declared dividend per share (sen)	0.00	0.00	0.00	0.00