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【~~thomas2~~ 个人专区】T2的投资组合和部落...
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楼主 |
发表于 23-11-2007 01:39 AM
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國能次輪購電洽談料達協議 電力領域獲加碼
Updated : 21-11-2007
Media : 星洲日報
Story By : N/A
www.biznewsdb.com
分析員認為，國家能源（TENAGA，5347）開始與獨立發電商就購電協議進行第二輪談判，成功的可能性相當高，國能也可藉此減輕天然氣價格高漲的沉重負擔。
國能可減沉重負擔
MIMB投資銀行分析員鄭景揚相信，經過談判後，國能、獨立發電商與電流用戶最終料在新架構下，共同承擔天然氣與其他燃料價格高漲的成本。
他指出，國能與獨立發電商今年初第一次談判時無法達致協議，主要是獨立發電商無法接受減低電流售價的建議，如今第一代的獨立發電商購電協議即將期滿，雙方在第二輪談判中達成協議的機會很高，因為雙方都不願意將發電站空置。
他估計，獨立發電站若減低收費20%，雲頂（GENTING，3182）、丹絨（TANJONG，2267）和楊忠禮電力（YTLPOWR，6742）盈利將各下降1、4和18%；國能則得以從中節省7億800萬令吉。
國能方面，如果國能獨立承擔成本，天然氣價格每單位增加1令吉，2008財政年盈利將萎縮12%或3億8500萬令吉，公司面臨現金緊縮的窘境。
鄭景揚維持對電力股加碼的評級，並指國家能源仍是首選，另兩隻看好股項則為丹絨和楊忠禮電力。 |
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楼主 |
发表于 23-11-2007 01:48 AM
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楼主 |
发表于 23-11-2007 01:51 AM
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楼主 |
发表于 30-11-2007 11:41 AM
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还有１个月，我们就要开始交高brokerage,目前有的应对、方法应该是：
１。找朋友合资，可以减低个人承担的费用；也可以分担风险。。
２。年底前卖完，然后转去unit trust... |
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楼主 |
发表于 2-12-2007 01:04 PM
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发表于 3-12-2007 06:25 PM
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发表于 3-12-2007 06:29 PM
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发表于 3-12-2007 06:34 PM
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回复 #407 风起云涌 的帖子
风起云涌兄，
【个人专区】是個人分享討論的专区（如八年投資，xx 投資記錄），最多是每人一个，我的要求不高，只希望网友诚恳的分享和持续维持自己的楼，这就够了。 |
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发表于 3-12-2007 06:37 PM
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楼主 |
发表于 4-12-2007 01:20 AM
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楼主 |
发表于 4-12-2007 01:20 AM
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楼主 |
发表于 4-12-2007 01:35 AM
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楼主 |
发表于 4-12-2007 01:37 AM
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| Company Name | : | YTL POWER INTERNATIONAL BHD | | Stock Name | : | YTLPOWR | | Date Announced | : | 30/11/2007 |
|  | | | Date of buy back | : | 30/11/2007 | | Description of shares purchased | : | Ordinary shares of RM0.50 each | | Total number of shares purchased (units) | : | 14,200 | | Minimum price paid for each share purchased (RM) | : | 2.620 | | Maximum price paid for each share purchased (RM) | : | 2.620 | | Total consideration paid (RM) | : | 37,480.11 | | Number of shares purchased retained in treasury (units) | : | 14,200 | | Number of shares purchased which are proposed to be cancelled (units) | : | 0 | | Cumulative net outstanding treasury shares as at to-date (units) | : | 232,195,275 | Adjusted issued capital after cancellation
(no. of shares) (units) |
| Company Name | : | YTL POWER INTERNATIONAL BHD | | Stock Name | : | YTLPOWR | | Date Announced | : | 03/12/2007 |
| | | | Date of buy back | : | 03/12/2007 | | Description of shares purchased | : | Ordinary shares of RM0.50 each | | Total number of shares purchased (units) | : | 68,100 | | Minimum price paid for each share purchased (RM) | : | 2.760 | | Maximum price paid for each share purchased (RM) | : | 2.800 | | Total consideration paid (RM) | : | 190,160.04 | | Number of shares purchased retained in treasury (units) | : | 68,100 | | Number of shares purchased which are proposed to be cancelled (units) | : | 0 | | Cumulative net outstanding treasury shares as at to-date (units) | : | 232,263,375 |
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楼主 |
发表于 8-12-2007 11:13 PM
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楼主 |
发表于 8-12-2007 11:25 PM
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楼主 |
发表于 8-12-2007 11:28 PM
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| Company Name | : | TITAN CHEMICALS CORP. BHD. | | Stock Name | : | TITAN | | Date Announced | : | 07/12/2007 |
| | | | Type | : | Announcement | | Subject | : | TITAN CHEMICALS CORP. BHD. ("TITAN" OR THE "COMPANY")
PROPOSED REVERSE TAKEOVER OF PT FATRAPOLINDO NUSA INDUSTRI Tbk. ("PT FATRAPOLINDO" OR "THE ISSUER") BY WAY OF:-
(I) PROPOSED SUBSCRIPTION IN CASH BY TITAN INTERNATIONAL CORP. SDN.BHD., A WHOLLY-OWNED SUBSIDIARY OF TITAN, OF UP TO 5,156.21 MILLION NEWORDINARY SHARES OF INDONESIAN RUPIAH ("RP") 250 EACH IN PT FATRAPOLINDOAT AN ISSUE PRICE OF RP345 EACH ("PROPOSED SUBSCRIPTION"); AND
(II) PROPOSED DISPOSAL OF 100% EQUITY INTEREST IN CHEMICAL BROTHERSLIMITED ("CBL") BY TITAN PETCHEM (M) SDN. BHD., A WHOLLY-OWNEDSUBSIDIARY OF TITAN, TO FATRA INTERNATIONAL HOLDING LIMITED FOR A TOTALCONSIDERATION OF UNITED STATES DOLLAR ("USD") 188.40 MILLION IN CASH("PROPOSED DISPOSAL")
(COLLECTIVELY REFERRED TO AS THE "PROPOSED REVERSE TAKEOVER") |
Contents :
We refer to the announcement dated 7 November 2007 in relation to the Proposed Reverse Takeover.
On behalf of the Board of Directors of Titan, Aseambankers MalaysiaBerhad is pleased to announce that Bank Negara Malaysia ("BNM") had,vide its letter dated 6 December 2007 which was received on 7 December2007 granted its consent for the transfer of funds amounting toUSD191.3 million for the purpose of investment abroad pursuant to theProposed Subscription.
The BNM’s approval is subject to the following conditions:
(i) in the event that Titan International Corp Sdn. Bhd. ("TICSB") didnot make any transfer of funds for the purpose of said investmentwithin the period of 12 months from the date of the BNM’s approvalletter, the consent given is regarded as void and TICSB is required to inform BNM prior to any transfer of funds being made; and
(ii) in the event that TICSB entered into a hedging contract tomitigate currency risk exposure for the said investment, the hedgingcontract must be cancelled by TICSB upon the sale or completion of thesaid investment.
This announcement is dated 7 December 2007. |
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楼主 |
发表于 8-12-2007 11:43 PM
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楼主 |
发表于 8-12-2007 11:44 PM
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将结束111年“长跑关系” 《新海峡时报》拟脱售《马来邮报》2007/12/08 17:51:23
●南洋商报
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（吉隆坡8日讯）《新海峡时报》（NSTP，3999，主板贸服股）与《马来邮报》即将结束111年的“长跑关系”，消息透露该公司将脱售后者给一家联营公司。
上述联营公司，据悉是由和首要传媒（Media，4502，主板贸服股）有关的单位，以及本地印刷商拿督莫哈末依布拉欣组成。
财经周刊《The Edge》指出，该家联营公司在过去3年内曾努力收购《马来邮报》，不过目前仍未清楚的是，到底是首要传媒抑或是大股东Gabungan Kasturi私人有限公司，是上述联营公司的伙伴。
Gabungan Kasturi是巫统的商业臂膀。
据悉，《新海峡时报》总执行长以及首要传媒董事经理，在上周五会见了《马来邮报》的职员。
走娱乐生活品味路线
在收购后，《马来邮报》很可能会被定位为纯娱乐及生活品味的报纸，与莫哈末依布拉欣的Blu Inc控股所出版的生活品味杂志，以及首要传媒的电台传播业务相似。
上述报道也说，《马来邮报》的职员将有3项选择，即自愿离职计划、加入《新海峡时报》，或加入Blu Inc成为员工之一。
另外，相信《马来邮报》将继续由《新海峡时报》印刷，其营运中心也将维持在孟沙区的Balai Berita。
一直以来，《马来邮报》都成为被收购的对象，尤其是最近报份出现下滑的现象，据悉，大马第二首富阿南达克里斯南旗下的Usaha Tegas集团，也曾对《马来邮报》产生兴趣。
《马来邮报》自1972年以来，就成为新海峡时报的一分子，一年之后，它就成为报道人文新闻为主的小开版报纸。
自去年头起，该报纸就尝试力挽狂澜，挽回一直在下跌的报份数字，并主力吸引更多的年轻读者，多报道一些娱乐、时尚及运动为主的新闻。 |
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楼主 |
发表于 9-12-2007 12:07 AM
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23 November 2007 | 21 November 2007 - Media Prima ranked amongst top ten best corporate governance company by Minority Shareholders Watchdog Group
Media Prima ranked amongst top ten best corporate governance company by Minority Shareholders Watchdog Group
HIGHLIGHTS
• Media Prima Bhd ranked in 7th place out of 500 public listed companies, compared to 30th last year.
PETALING JAYA, 21 November 2007 – The Minority Shareholder Watchdog Group (MSWG) today ranked MPB 7th best corporate governance company in its annual survey of 500 public listed companies.
Last year MPB was ranked 30th reflecting the continuing progress that the Group has made in increasing quality of governance and shareholders value.
The survey, released yesterday, is an annual initiative undertaken by MSWG together with Nottingham University to promote and highlight good corporate governance amongst public listed companies in Malaysia.
Under the survey, Public Bank Berhad was ranked the best governance company with Bursa Malaysia Berhad and Telekom Malaysia Berhad ranked joint second.“We are extremely proud and pleased to be ranked amongst Malaysia’s top ten best corporate governance company under the survey. The achievement reflects the significant commitment and effort made by all employees, management and Board of Directors of MPB to improve the quality of governance and ensuring that the stewardship of the Group follows best practice and that shareholders interest are always safeguarded,” said MPB’s Group Managing Director and Chief Executive Officer Abdul Rahman Ahmad.
“This recognition together with our recent award as the Best Managed Mid Cap Company in Malaysia by Finance Asia is also a testimony that market recognises the quality of governance in Media Prima and the significant value that we have created for shareholders,” added Abdul Rahman. |
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楼主 |
发表于 9-12-2007 12:21 AM
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is pleased to advisethat all the Resolutions set out in the Notice of Annual GeneralMeeting ("AGM"
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