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【KONSORT 6157 交流专区】通运财团

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发表于 13-6-2012 12:30 AM | 显示全部楼层
4大動力帶動‧通運料獲更多合約

熱股評析  2012-06-12 19:02
(吉隆坡12日訊)通運集團(KONSORT,6157,主板貿服組)首季陷入低潮後,分析員預期接下來的業務展望將取決於4大動力,分別是運煤合約、跨國公司物流合約、拖運業務改善,以及政府工程潛在溢出效應。

整體而言,MIDF看好該公司將獲頒更多物流合約,決定分別將2012和2013財政年盈利預測調高29.1%和9.3%,並上修目標價,從1令吉10仙調至1令吉22仙,評級也跟著調高,由“中和”升至“買進”。

獲運煤合約一大利好
該行在拜訪通運集團後發表報告說,該公司最近獲頒較早擱置的運煤合約,是一大利好。這項3年包運合約(COA)總值1億2千萬令吉,可續約兩年,該公司將負責從印尼、南非和非洲運煤到國內發電站。

“據瞭解,該公司鎖定的運費略高於市價,符合乾散貨市場逐步復甦的趨勢。預期這項合約將從2012財政年第二季中期開始貢獻營收。”

分析員指出,去年至今該公司先後獲得雀巢和英美煙草的物流合約,雖然這些跨國公司態度審慎,僅發出試探性質的小規模合約,但該公司管理層有信心,在與這些跨國客戶建立更密切的聯繫後,營業額將跟著提昇。

雖然倉庫收費上漲、環境未見改善,導致拖運業僱員罷工,但該公司並未面對明顯衝擊,首季拖運業務營收反而按年上揚15%,分析員對此感到意外。管理層更披露,過去兩個月拖運盈利繼續上揚。分析員認為,營運效率改善、運用全球定位系統(GPS)等,都是該公司繼續領先同儕的原因。

有望迎溢出效應
此外,由於通運集團在輕快鐵等公共工程的運輸紀錄良好,隨著捷運工程陸續展開,該公司可望迎來溢出效應。據瞭解,該公司最近也與國家印務局簽署了物流合約。

分析員指出,汽車物流業務貢獻該公司的35至40%營業額,隨著汽車銷量轉弱,該公司可能受到衝擊。

不過,他補充,該公司擁有最低運送數量保證,而且在主要客戶普騰(Proton)轉投多元資源工業(DRBHCOM,1619,主板工業產品組)旗下後,該公司可藉此爭取多元資源工業的訂單,相信有助於減輕汽車銷量下滑的影響。

管理層計劃將自由現金流量或營運盈利的30%充當股息,該行因而預期該公司週息率至少可達7%的高水平。(星洲日報/財經)
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发表于 28-8-2012 10:53 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2012
30/06/2011
30/06/2012
30/06/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
66,777
65,143
131,086
135,299
2Profit/(loss) before tax
11,493
13,234
17,571
27,810
3Profit/(loss) for the period
10,347
11,176
14,915
22,108
4Profit/(loss) attributable to ordinary equity holders of the parent
10,347
11,176
14,915
22,108
5Basic earnings/(loss) per share (Subunit)
4.10
4.74
5.91
9.37
6Proposed/Declared dividend per share (Subunit)
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 ($$)
0.8700
0.8100

券商買進心頭好.營業額前景看升 通運財團大合約在手

財經股市29/08/2012 20:38

券商:MIDF證券研究
目標價:1.27令吉

通運財團(KONSORT,6157,主要板貿易)為少數幾個獲捷運公司(MRT Corp)及馬石油探勘(Petronas Carigali)委任為貨運供應商的業者,相信有助推動未來幾季的營業額表現。

一旦捷運工程開跑,將大幅提高該公司的營業額。有了之前輸送輕快鐵車廂的經驗,相信該公司能善用在供應鏈上的地位與經驗,完成相關合約。這將是潛在的重估催化劑。

另外,通運財團次季淨利符合預期,首半年1490萬令吉淨利,佔2012財年全年預測的56.9%。

由于成功獲得數家跨國公司和政企的物流供應合約,次季營業額按年增2.5%至6680萬令吉。

下半財年前景佳
但汽車總銷量成長放緩,拖低了汽車物流業務的表現。

基于汽車總銷量或反彈走高,以及物流供應鏈活動加速,我們預期下半財年可錄得更高營業額。

隨著最低工資政策的落實,Haulage業務的稅前盈利賺幅按季下滑0.31%,汽車業務的賺幅亦下滑1.45%,顯示傳輸交通流量的萎縮。

儘管如此,在通運財團成功滲入部分跨國公司的市場后,我們預計物流合約將穩定成長,故維持2012和13財年的盈利預測。

我們維持“買入”建議,目標價從1.22令吉上調至1.27令吉。

閉市時,通運財團平盤報1.02令吉,成交量6萬5100股。[ChinaPress] 本帖最后由 icy97 于 30-8-2012 01:11 AM 编辑

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发表于 13-9-2012 04:38 PM | 显示全部楼层
通运受委2 机构物流商

财经新闻 财经  2012-09-13 14:45
(吉隆坡12日讯)通运财团(Konsort,6157,主板贸服股)被捷运机构(MRTCORP)和国油勘探(Petronas Carigali),委任为物流服务供应商。

通运财团在文告中指出,公司是通过独资子公司———大马船运机构私人有限公司,获得这两项合约。

其中,捷运公司合约已于8月1日生效,为期两年,并有更新选择权,通运财团将会为双溪毛糯至加影的捷运工程,提供物流人才和服务。

在国油勘探方面的合约,通运财团则协助从全球不同地方,为大马的制造厂运输原料和器材。

通运财团总执行长拿督查阿基朱丁,对这两项合约深表喜悦,在提高公司作为领先物流服务供应商的同时,也将对净利作出贡献。[Nanyang]
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发表于 19-11-2012 10:59 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2012
30/09/2011
30/09/2012
30/09/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
69,811
63,005
200,897
198,304
2Profit/(loss) before tax
3,536
5,428
21,106
33,238
3Profit/(loss) for the period
2,896
4,151
17,810
26,259
4Profit/(loss) attributable to ordinary equity holders of the parent
2,896
4,151
17,810
26,259
5Basic earnings/(loss) per share (Subunit)
1.15
1.76
7.06
11.13
6Proposed/Declared dividend per share (Subunit)
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 ($$)
0.8800
0.8100

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发表于 21-11-2012 02:21 AM | 显示全部楼层
券商買進心頭好.拓運輸業務增盈利 通運財團營業額看俏

財經股市20/11/2012 23:28

券商:MIDF證券研究
目標價:1.15令吉

汽車物流賺幅萎縮,運輪營運成本增,拖累通運財團(KONSORT,6157,主要板貿易)第3季淨利走跌,預期捷運機構(MRT Corp)與馬石油勘探(Petronas Carigali)物流業務貢獻增加,帶穩整業務表現。

該公司2012財年第3季淨利按年跌30%,報290萬令吉,首9個月累積淨利則低于我們的預期,主要是國產車銷量放緩,影響汽車物流,加上運輪營運成本續增加所致。

這同時也造成通運財團首9個月稅前淨利賺幅收窄,滑至10.2%。

基于國內汽車總銷量成長仍走緩,我們下修該公司2012及2013財年淨利成長預估,各調降11.8%及2.3%。

所幸通運財團為少數幾個獲捷運公司及馬石油探勘委任為貨運供應商的業者,相信有助支撐2013財年營業額表現,持續疲軟的國產車總銷量,促使通運財團積極擴張運輸業務,以多元化盈利來源。

隨著運輪車隊穩定,加上該公司提高運輸業務投資,我們預計,該公司稅前淨利賺幅可在2013財年反彈。

以通運財團分類加總估值(SOP)估算,我們調整該股目標價,從1.27令吉減至1.15令吉。

閉市時,該股收在1.03令吉,起1仙,成交量4萬8200股。[ChinaPress]
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发表于 12-12-2012 01:49 PM | 显示全部楼层
KONSORTIUM LOGISTIK BERHAD

EX-date
03/01/2013
Entitlement date
07/01/2013
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Interim Tax Exempt Dividend of 10 sen per ordinary share
Period of interest payment
to
Financial Year End
31/12/2012
Share transfer book & register of members will be
07/01/2013 to 07/01/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House,
Block D13, Pusat Dagangan Dana 1,
Jalan PJU 1A/46,
47301 Petaling Jaya,
Selangor Darul Ehsan.

Telephone No.: (603) 7841 8000
Payment date
28/01/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
07/01/2013
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
0.1

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发表于 27-2-2013 01:49 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2012
31/12/2011
31/12/2012
31/12/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
67,730
60,419
268,627
258,723
2Profit/(loss) before tax
966
-522
22,072
32,716
3Profit/(loss) for the period
-1,237
-306
16,573
25,953
4Profit/(loss) attributable to ordinary equity holders of the parent
-1,237
-306
16,573
25,953
5Basic earnings/(loss) per share (Subunit)
-0.49
0.00
6.57
10.97
6Proposed/Declared dividend per share (Subunit)
10.00
45.70
10.00
45.70


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 ($$)
0.7800
0.8100

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发表于 7-3-2013 01:03 PM | 显示全部楼层
通运财团CEO 料辞职

财经新闻 财经  2013-03-07 10:11
(吉隆坡6日讯)消息指,通运财团(Konsort,6157,主板贸服股)总执行长拿督查阿基朱丁与国家股权公司(Ekuinas)发生争议后决定离职。

财经网站KiniBiz引述消息称,查阿基朱丁已通知Ekuinas和与通运财团的一些小股东见面,告知他最早会在本周内辞职。

“他对Ekuinas的一些计划感到忧虑,因而决定离开,Ekuinas董事局仍在劝他留下。”

报道说,有人在通运财团近日的董事局会议动怒,不过细节不详。

一般认为,阿基朱丁与国家股权公司代表的意见不合、应该不会考虑留下。

“他的离开是个人原则问题,查阿基朱丁是企业家,而Ekuinas更像一家专业管理公司。

查阿基朱丁是推动通运财团业务发展的核心人物,公司的一些未来计划都与他的专长———汽车运输有关。

据了解,公司正放眼在东马进行汽车运输业务,尽管仍未作出正式宣布。[南洋网财经]
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发表于 14-3-2013 12:35 PM | 显示全部楼层
通运财团CEO辞职

财经新闻 财经  2013-03-14 12:10
(吉隆坡13日讯)通运财团(Konsort,6157,主板贸服股)宣布,集团总执行长拿督仄阿基朱丁正式离职,以另寻个人商业机会。

仄阿基朱丁在该集团任职超过17年,于2007年受委为集团执行董事,并在国家股权公司(Ekuinas)成为该集团大股东后,于2010年10月22日受委为总执行长。

仄阿基朱丁是推动通运财团业务发展的核心人物,主要负责集团所有的商业发展和企业计划策略。[南洋网财经]

Date of change
12/03/2013
Name
Datuk Che Azizuddin bin Che Ismail
Age
55
Nationality
Malaysian
Designation
Director & Chief Exec. Officer
Directorate
Executive
Type of change
Resignation
Reason
The resignation was due to the intention of Datuk Che Azizuddin bin Che Ismail to pursue his own entrepreneurial ambitions.
Details of any disagreement that he/she has with the Board of Directors
No
Whether there are any matters that need to be brought to the attention of the shareholders
No
Qualifications
1) Bachelor of Science (Ecology) Degree from the University of Malaya
2) Diploma in Marketing Studies from the Institute of Marketing Birkshire, United Kingdom
Working experience and occupation
Datuk Che Azizuddin's career in logistics began in 1987, as a management trainee with Shapadu Transystem before joining Tenaga Sabaka Sdn Bhd as General Manager in 1988. He formed KP Asia Auto Logistics Sdn Bhd (now a wholly-owned subsidiary of Konsortium Logistik Berhad) in 1991 where he was the Managing Director until 1998. He was the Senior Vice President of the Automotive division of Konsortium Logistik Berhad before being appointed as an Executive Director of the Company in 2007.
Directorship of public companies (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Details of interest in Konsortium Logistik Berhad:
Direct interest : 6,530,716 ordinary shares of RM1.00 each
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发表于 31-5-2013 03:33 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2013
31/03/2012
31/03/2013
31/03/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
70,051
64,309
70,051
64,309
2Profit/(loss) before tax
330
6,078
330
6,078
3Profit/(loss) for the period
180
4,568
180
4,568
4Profit/(loss) attributable to ordinary equity holders of the parent
180
4,568
180
4,568
5Basic earnings/(loss) per share (Subunit)
0.07
1.81
0.07
1.81
6Proposed/Declared dividend per share (Subunit)
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 ($$)
0.7800
0.7800

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发表于 18-6-2013 12:46 PM | 显示全部楼层
通運放眼貢獻增至10%

大馬  2013-06-18 11:22
(吉隆坡17日訊)油氣領域活動頻頻為通運集團(KONSORT,6157,主板貿服組)帶來物流商機,該公司放眼擴大油氣領域物流業務對總營業額的貢獻至10%。

該公司非執行董事拿督阿都拉曼在股東大會後表示,公司放眼未來2年擴大油氣領域物流業務對總營業額的貢獻從去年的1%至10%。

“公司在去年獲國油探勘(Petronas Carigali)委任為指定物流夥伴,該委任對公司去年營收貢獻顯著,同時也讓我們能夠進軍油氣領域。”

他續稱,油氣領域發展活躍為公司帶來商機,正蓄勢在接下來的財政年獲取更亮眼的業績,同時也將增進油氣領域上游物流服務的能力,以攫取更多機會。

領域與公司展望方面,他表示,數據顯示物流領域在過去3年共成長約99%,而他預料該領域可因國內經濟發展蓬勃而持續成長,有鑑於此,他對公司未來成長感到樂觀。

他補充,公司去年也同時獲捷運公司(MRT Corporation)委任為指定物流夥伴,因此看好工程物流業務與油氣物流業務可成為公司營收成長的主要推手;此外,汽車與快速消費產品(FMCG)物流也是對該公司貢獻顯著的領域。

惟他也坦言,物流領域如今因業者眾多而競爭激烈,成本方面又因汽油津貼遭削減及最低薪金制的實施而高居不下,為該公司甚至整個領域帶來嚴峻挑戰。

執行董事掌舵

另一方面,拿督仄阿茲朱丁在今年3月辭職後,該公司首席執行員一職仍懸空,阿都拉曼對此表示,領導層已非常明確,執行董事拿督賽益法依沙將領導該公司,其餘執行董事協助其領導。

他補充,在仄阿茲朱丁擔任首席執行員之前,該公司向來由執行董事領導,並認為此領導模式比較適合該公司。為公司營收成長的主要推手;此外,汽車與快速消費產品(FMCG)物流也是對該公司貢獻顯著的領域。

惟他也坦言,物流領域如今因業者眾多而競爭激烈,成本方面又因汽油津貼遭削減及最低薪金制的實施而高居不下,為該公司甚至整個領域帶來嚴峻挑戰。(星洲日報/財經) 本帖最后由 icy97 于 18-6-2013 04:17 PM 编辑

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发表于 28-8-2013 02:05 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2013
30/06/2012
30/06/2013
30/06/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
87,029
66,777
157,080
131,086
2Profit/(loss) before tax
7,256
11,493
7,586
17,571
3Profit/(loss) for the period
5,037
10,347
5,217
14,915
4Profit/(loss) attributable to ordinary equity holders of the parent
5,037
10,347
5,217
14,915
5Basic earnings/(loss) per share (Subunit)
2.00
4.10
2.07
5.91
6Proposed/Declared dividend per share (Subunit)
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 ($$)
0.8000
0.7800

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发表于 2-10-2013 11:30 PM | 显示全部楼层
通运财团总财务长辞职

财经新闻 财经  2013-10-02 10:26
(吉隆坡1日讯)通运财团(KONSORT,6157,主板贸服股)宣布,杜伟杰(译音)即起辞去总财务长一职。

通运财团向马交所报备,今年40岁的杜伟杰是为了追求个人职业机会而辞职。

杜伟杰自2002年7月起,担任通运财团的总财务长。[南洋网财经]

Date of change
30/09/2013
Name
Thoo W'y-Kit
Age
40
Nationality
Malaysian
Designation
Chief Financial Officer
Type of change
Resignation
Reason
To pursue other career opportunity
Details of any disagreement that he/she has with the Board of Directors
No
Whether there are any matters that need to be brought to the attention of the shareholders
No
Qualifications
1) Master of Business Administration, Strathclyde University Scotland
2) Chartered Institute of Management Accountant, UK
3) Member of Malaysian Institute of Accountant
Working experience and occupation
1) Chief Financial Officer of Konsortium Logistik Berhad (July 2002 - present)
2) Financial Accounting Manager of TNT Express (M) Sdn Bhd (May 1997 - June 2002)
3) Accountant of The Talk Shop Sdn Bhd (January 1996 - April 1997)
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer or its subsidiaries
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Details of interest in Konsortium Logistik Berhad:
Direct Interest : 910,076 Ordinary Shares of RM1.00 each
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发表于 16-10-2013 11:30 AM | 显示全部楼层
多空一线:通运财团挑战RM1.45
股市 多空一线 2013-10-15 12:54
http://www.nanyang.com/node/571692?tid=710

通运财团(KONSORT,6157,主板消费产品股)于10月14日闭市时反弹了。它于闭市时收1.44令吉,按日涨7仙或5.11%。

通运财团的60钟线图表走势,于10月14日的交投趋势突破短期顶头阻力线(B1:B2)后持续爬升了。

该股60分钟线平滑异同移动均线指标(MACD),于10月14日的反弹交投走势已转强。

通运财团继续处于“0”支撑线下波动,后市交投走势料会出现一段巩固反弹趋势。

通运财团60分钟线图表走势,于10月15日将显现持续反弹趋势,或会上挑1.45至1.58令吉关口。



免责声明
本文纯属技术面分析,仅供参考,并非推荐购买。投资前请咨询专业金融师。

敏源 技术分析教父
本帖最后由 icy97 于 16-10-2013 12:13 PM 编辑

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发表于 26-10-2013 02:47 PM | 显示全部楼层
出价每股RM1.55 多元重工全购通运财团

财经新闻 财经  2013-10-26 13:30
(吉隆坡25日讯)素有“私有化达人”之称的丹斯里赛莫达再出手,旗下多元重工业(DRBHCOM,1619,主板工业产品股)宣布,出价每股1.55令吉,全面收购通运财团(KONSORT,6157,主板贸服股)。

根据文告,多元重工业独资子公司吉隆坡机场服务私人有限公司,今日与国家股权公司(Ekuiti Nasional)特别用途工具Bendahara1私人有限公司签约,以每股1.55令吉,或相等于2亿4096万6599.10令吉收购通运财团的61.61%股权。

在2010年大马并购法令下,多元重工业也同时启动强制性全面收购(MGO),同样以每股1.55令吉的献购价,全购未持有股权,假设所有股东接受全购,意味着这部分的收购价总额为1亿5012万6855.80令吉。

据了解,朝圣基金局(Lembaga TabungHaji)持有通运财团8.99%股权,另29.40%则分散在小股东手中。

多元重工业指出,将通过内部融资或银行贷款应付这项收购案,预计可在明年首季完成交易。

发展成综合物流服务业者

通运财团核心业务为物流和仓库解决方案,在中南马亦是市场领导者之一。

“这项收购案符合多元重工业的业务大方向,即将吉隆坡机场服务公司发展成综合物流服务的佼佼者,通运财团将可让该公司提供一站式的物流服务,包括库存、配送和供应链管理解决方案等,创造协同效益。”

配合这项收购活动,多元重工业和通运财团均从周五(25日)早上9时开始暂停交易。

多元重工业周四闭市报2.46令吉,起1仙;通运财团则报1.51令吉,扬3仙。

今年迄今,多元重工业下跌了9.89%,而通运财团扬升了33.63%,相比马股起7.41%。

这两家公司将会在下周一恢复交易。[南洋网财经]


KONSORTIUM LOGISTIK BERHAD

Type
Announcement
Subject
TAKE-OVERS & MERGERS (CHAPTER 11 OF LISTING REQUIREMENTS)
Description
KONSORTIUM LOGISTIK BERHAD (“KLB” OR “THE COMPANY”)
- PROPOSED ACQUISITION AND MGO (AS DEFINE HEREIN)
On 25 October 2013, DRB-HICOM Berhad (“DRB-HICOM”) announced the following:
(i)  proposed acquisition by KL Airport Services Sdn Bhd (“KLAS”), effectively a 100%-owned subsidiary of DRB-HICOM, of 155,462,322 ordinary shares of RM1.00 each representing approximately 61.61% equity interest in Konsortium Logistik Berhad (“KLB”) for a cash consideration of RM240,966,599.10 on the basis of RM1.55 per share (“Proposed Acquisition”); and

(ii)  mandatory offer by KLAS for the remaining shares in KLB not already held by KLAS at the offer price of RM1.55 per share of RM1.00 each in KLB (“MGO”)

Please find attached herewith details of the Exercises as set out in DRB-HICOM’s announcement.

This announcement is made in compliance with Section 11(2) of the Malaysian Code on Take-Overs and Mergers, 2010.

This announcement is dated 25 October 2013.
Attachments
本帖最后由 icy97 于 27-10-2013 03:41 AM 编辑

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发表于 2-11-2013 03:03 AM | 显示全部楼层
Notice of Interest Sub. S-hldr (29A)
KONSORTIUM LOGISTIK BERHAD

Particulars of Substantial Securities Holder
Name
KL Airport Services Sdn Bhd
Address
Level 5, Wisma DRB-HICOM,
No. 2, Jalan Usahawan U1/8,
Seksyen U1,
40150 Shah Alam,
Selangor Darul Ehsan.
NRIC/Passport No/Company No.
33284-T
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary Shares of RM1.00 each
Name & address of registered holder
Bendahara 1 Sdn Bhd
Tingkat 7, Bangunan Setia 1,
15, Lorong Dungun,
Bukit Damansara,
50490 Kuala Lumpur.

Amsec Nominees (Tempatan) Sdn Bhd
(Pledged Securities Account - AmBank (M) Berhad for Bendahara 1 Sdn Bhd)
22nd Floor, Bangunan AmBank Group,
No. 55, Jalan Raja Chulan,
50200 Kuala Lumpur.
Date interest acquired & no of securities acquired
Currency
Malaysian Ringgit (MYR)
Date interest acquired
25/10/2013
No of securities
155,462,322
Circumstances by reason of which Securities Holder has interest
KL Airport Services Sdn Bhd (”KLAS”) has a deemed interest in the shares of Konsortium Logistik Berhad (“KLB”) pursuant to Section 6A(6)(b) of the Companies Act, 1965 by virtue of the conditional share sale and purchase agreement dated 25 October 2013 made between KLAS and Bendahara 1 Sdn Bhd (“Bendahara1”) for the acquisition by KLAS of 155,462,322 ordinary shares of par value RM1.00 each in KLB held by Bendahara1, representing approximately 61.61% of the total issued ordinary share capital of KLB (“SSPA”).

The completion of SSPA is subject to the fulfilment of the conditions precedent set out therein, which is not under the control of any of the parties to the SSPA. KLAS does not have any voting or legal rights, and will not acquire the legal or beneficial interest, in the said shares until and subject to the completion of the SSPA.
Nature of interest
Indirect
Price Transacted ($$)

Total no of securities after change
Direct (units)
0
Direct (%)
0
Indirect/deemed interest (units)
155,462,322
Indirect/deemed interest (%)
61.61
Date of notice
31/10/2013


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发表于 7-11-2013 08:57 PM | 显示全部楼层
Ekuinas辩护售股行动 通运财团收购溢价公平

财经新闻 财经  2013-11-07 12:29
(吉隆坡6日讯)持有通运财团(KONSORT,6157,主板贸服股)61.6%股权的国家股权公司(Ekuinas),倘若在脱售股权前为通运财团的产业资产重估,或能以更高价释放手上股权。

不过,作为政府私募基金的国家股权公司则为此而辩护,指有关资产销售为公平交易,献购价为净有形资产价值2.1倍,已是通运财团账面价值的溢价。

国家股权公司在10月25日,宣布将以每股1.55令吉或2亿4100万令吉,将手上股权脱售于多元重工业(DRBHCOM,1619,主板工业产品股)独资子公司———吉隆坡机场服务私人有限公司。

《The Edge》报导指出,有关脱售引起市场注意,因2亿4100万令吉脱售价,与国家股权公司3年前购入的通运财团控制性股权的价格一样。

通运财团土地多年来未被重估,因此,国家股权公司所持有的股权价值,理应超过每股1.55令吉,通运财团部分资产自1990年代买入后,就未被重估。

以上资产包括在巴生港口的两片土地,分别位于英达岛(Pulau Indah)以及Bandar Sultan Suleiman,各自在1998和2010年买入,至今仍未被重估,两片土地净现值(Net Present Value)分别为1840万令吉和3090万令吉。

此外,在槟城以及巴西古当也有多年未被重估土地,这意味着买家———多元重工业,在这次交易中取得不错的价格。

然而,卖家国家股权公司则坚称,有关献购价相当合理,能反映通运财团内在价值。

该机构表示,这次献购是在一名全球领先投行的协助下,进行详尽和针对性的销售过程,共有5名国内外业者释放出兴趣。

“这些有意人士提出的建议书,已将通运财团潜在价值、业务以及未来潜能考虑在内。”

内部回酬率17.6%

国家股权公司是在以绩效为基础下,进行详细评估而选择多元重工业,后者提出建议书在价格、策略以及社会目标的可持续性,都最引人瞩目。

《The Edge》表示,有关脱售资产举动仍惹来一些疑问,包括国家股权公司在3年后以同样价格脱售股权、国家股权公司投资3年后即脱售股权,让人对其当初投资用意感到疑惑,以及有关投资并没有未公司带来增值效用等。

国家股权公司表示,在投资通运财团之际,已取得9650万令吉累积股息,每年内部回酬率(IRR)为17.6%或当初投资的1.5倍。[]南洋网财经
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发表于 23-11-2013 11:28 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
60,674
69,811
217,754
200,897
2Profit/(loss) before tax
-5,139
3,536
2,447
21,106
3Profit/(loss) for the period
-5,496
2,896
-279
17,810
4Profit/(loss) attributable to ordinary equity holders of the parent
-5,496
2,896
-279
17,810
5Basic earnings/(loss) per share (Subunit)
-2.18
1.15
-0.11
7.06
6Proposed/Declared dividend per share (Subunit)
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 ($$)
0.7700
0.8800

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发表于 10-12-2013 05:22 AM | 显示全部楼层
多元資源持逾61%‧1.55令吉全購通運

2013-12-10 10:47      
(吉隆坡9日訊)多元資源工業(DRBHCOM,1619,主板工業產品組)收購通運集團(KONSORT,6157,主板貿服組)的計劃,已把握了逾61%的股權,並將以1令吉55仙或總值1億5千零12萬5千305令吉,全購餘下尚未持有股權。

該公司發文告表示,多元資源在完成收購通運集團1億5千546萬2千322股股票(佔約61.61%)股權後,將以1令吉55仙全購其餘的38.39%股權。

多元資源意無意保留通運集團的上市地位。

多元資源早前宣佈以1令吉55仙或2億4千萬令吉向通運集團大股東收購61.61%股權,並在完成收購後提出全面獻購。(星洲日報/財經)

KONSORTIUM LOGISTIK BERHAD

Type
Announcement
Subject
TAKE-OVERS & MERGERS (CHAPTER 11 OF LISTING REQUIREMENTS)
Description
KONSORTIUM LOGISTIK BERHAD (“KLB” OR THE “COMPANY”)
-        RECEIPT OF NOTICE OF MANDATORY TAKE-OVER OFFER FROM MAYBANK INVESTMENT BANK BERHAD ON BEHALF OF KL AIRPORT SERVICES SDN BHD
We refer to the announcement of the Company dated 25 October 2013 in relation to the following:
a)      Acquisition by KL Airport Services Sdn Bhd (“KLAS”), effectively a 100%-owned subsidiary of DRB-HICOM Berhad, of 155,462,322 ordinary shares of RM1.00 each in KLB (“KLB Share(s)”), representing approximately 61.61% equity interest in KLB, for a total purchase consideration of RM240,966,599.10 on the basis of RM1.55 per KLB Share (“Acquisition”); and                           

b)   Mandatory take-over offer for the remaining KLB Shares not already held by KLAS and its persons acting in concert (“PACs”) at a cash offer price of RM1.55 for each KLB Share.

The Board of Directors of KLB (“Board”) wishes to announce that it has today received a Notice of Mandatory Take-Over Offer ("Notice") from Maybank Investment Bank Berhad, on behalf of KLAS, notifying that the conditional share sale and purchase agreement (“SPA”) entered into between KLAS and Bendahara 1 Sdn Bhd, an indirect wholly-owned subsidiary of Yayasan Ekuiti Nasional, dated 25 October 2013 in relation to the Acquisition has become unconditional on 9 December 2013. As a result, KLAS will hold approximately 61.61% of KLB Shares upon completion of the Acquisition, which is expected to be on 16 December 2013. Accordingly, KLAS is obliged to extend an mandatory take-over offer pursuant to Section 218(2) of the Capital Markets and Services Act 2007 and Section 9(1), Part III of the Malaysian Code on Take-overs and Mergers 2010 (“Code”) to acquire all the remaining 96,855,036 KLB Shares (after excluding 1,000 treasury shares held by KLB) not already held by KLAS and its PACs (“Offer Shares”) for a cash offer price of RM1.55 for each KLB Share (“Offer”).

A copy of the Notice is attached herewith. The Notice will be posted to the holders of the Offer Shares within seven (7) days from today.

In relation to the Offer, the Board has deliberated on the Notice and is not seeking an alternative person to make a take-over offer for the Offer Shares given the circumstances of the Offer which is a consequence of the SPA, where KLAS will hold approximately 61.61% equity interest in KLB upon completion of the Acquisition.

In accordance with the Code, the Board will be appointing an Independent Adviser to advise the directors and holders of the Offer Shares in relation to the Offer. An announcement will be made in due course once the appointment is confirmed.

This announcement is dated 9 December 2013.
Attachments

本帖最后由 icy97 于 10-12-2013 06:27 PM 编辑

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发表于 17-12-2013 03:05 AM | 显示全部楼层
多元重工完成收购通运財团

财经 2013年12月16日
(吉隆坡16日讯)多元重工业宣佈,旗下子公司KLAS公司以每股1.55令吉,或总值2亿4096万6599令吉,完成收购通运財团(KONSORT,6157,主板贸服股)的61.61%股权;同时,也同样以每股1.55令吉,完成对通运財团剩余股权所进行的强制性全面献购。       

隨著以上最新进展,多元重工业董事经理丹斯里哈芝莫哈末卡米薾和首席营运员拿督莫哈末拉兹,获证券监督委员会批准,分別成为通运財团的非独立非执行总裁兼董事和非独立非执行董事。

同时,莫哈末苏克利则將卸任大马邮政(POS,4634,主板贸服股)首席执行员一职,担任通运財团首席执行员。[东方日报财经]

KONSORTIUM LOGISTIK BERHAD

Type
Announcement
Subject
TAKE-OVERS & MERGERS (CHAPTER 11 OF LISTING REQUIREMENTS)
Description
KONSORTIUM LOGISTIK BERHAD (“KLB” OR THE “COMPANY”)
- ACQUISITION AND OFFER (AS DEFINED HEREIN)
We refer to the announcements of the Company dated 25 October 2013, 9 December 2013 and 10 December 2013 in relation to the following:

a)   Acquisition by KL Airport Services Sdn Bhd (“KLAS”), effectively a 100%-owned subsidiary of DRB-HICOM Berhad (“DRB-HICOM”), of 155,462,322 ordinary shares of RM1.00 each in KLB (“KLB Share(s)”), representing approximately 61.61% equity interest in KLB, for a cash consideration of RM240,966,599.10 on the basis of RM1.55 per KLB Share (“Acquisition”); and

b)   Mandatory take-over offer by KLAS to acquire all the remaining voting shares of KLB not already held by KLAS and its persons acting in concert with it for a cash offer price of RM1.55 per KLB Share (“Offer”).

(the Acquisition and the Offer are collectively referred to as the “Exercises”).

The Board of Directors of KLB wishes to announce that Maybank Investment Bank Berhad, on behalf of the Board of Directors of DRB-HICOM, announced that the Acquisition was completed today, in accordance with the terms of the share sale and purchase agreement dated 25 October 2013 entered into between KLAS and Bendahara 1 Sdn Bhd in respect of the Acquisition.

Please refer to DRB-HICOM’s announcement dated 16 December 2013 for further details.

This announcement is dated 16 December 2013.

本帖最后由 icy97 于 17-12-2013 06:57 PM 编辑

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