【KIMLUN 5171 交流专区】金轮企业

icy97

金輪3106萬購地

大馬 即時大馬財經  2013-03-29 18:21
（吉隆坡29日訊）金輪企業（KIMLUN，5171，主板建筑組）宣佈以3千106萬令吉向Medini置地公司收購柔州伊斯干達特區兩塊共5.31英畝的地段。

金輪企業在文告中表示，有意在該地段發展公寓、辦公樓和零售產業，惟涉及成本和預期盈利未定。（星洲網）

KIMLUN CORPORATION BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	KIMLUN CORPORATION BERHAD ACQUISITION OF 99-YEAR LEASE OVER TWO (2) PARCELS OF FREEHOLD LAND BY KIMLUN MEDINI SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF KIMLUN CORPORATION BERHAD FROM MEDINI LAND SDN BHD FOR A TOTAL CASH CONSIDERATION OF RM31,056,771.
1.            INTRODUCTION The Board of Directors of Kimlun (“the Board”) wishes to announce that on 28 March 2013, Kimlun’s wholly owned sub-subsidiary, Kimlun Medini Sdn Bhd ("Purchaser"), has entered into a conditional Lease Purchase Agreement (“LPA”) to acquire a 99-year lease over the following 2 contiguous parcels of freehold land (collectively “Subject Property”) at their respective cash consideration from Medini Land Sdn Bhd (“Vendor”) (“Proposed Acquisition”): Plot Title Reference Land Status Land Size (Acres) Permitted Gross Floor Area (“GFA”) (sf) Purchase consideration (RM) Lease price psf of GFA 1 A 15 HS (D) 478917 PTD170709, Mukim of Pulai, District of Johor Bahru Freehold Commercial 2.54 459,103 14,691,296 32.00 2 A14 HS (D) 478918 PTD170710, Mukim of Pulai, District of Johor Bahru Freehold Commercial 2.77 467,585 16,365,475 35.00 5.31 (“Total Land Size”) 926,688 (“Total Gross Floor Area”) 31,056,771 (“Total Purchase Consideration”) 33.51 2.      INFORMATION ON THE PURCHASER The Purchaser was incorporated in Malaysia on 6 December 2012 under the Companies Act, 1965 as a private limited company. The present authorised share capital of the Purchaser is RM100,000 divided into 100,000 ordinary shares of RM1.00 each of which 2 shares were issued and fully paid-up. The Purchaser is presently dormant. 3.      INFORMATION ON THE VENDOR The Vendor is a private limited company incorporated in Malaysia on 1 September 2009 under the Companies Act, 1965. The present authorised share capital of the Vendor is RM1,000,000 comprising 500,000 ordinary shares of RM1.00 each and 50,000,000 redeemable preference shares of RM0.01 each. Its issued and paid up capital is RM438,253.20 comprising RM100,000 ordinary shares of RM1.00 each and 33,825,320 redeemable preference shares of RM0.01 each. The Vendor is principally involved in investment holding, dealing in land lease and land. The Vendor is a wholly-owned subsidiary of Iskandar Investment Berhad. 4.                  INFORMATION ON THE SUBJECT PROPERTY AND THE PROPOSED DEVELOPMENT The 2 parcels of vacant and free of encumbrances land are adjacent to each other with aggregate land area of approximately 5.31 areas and having a GFA of 926,688 sf. The Subject Property is located in Medini North of Medini Iskandar (“Medini”) which is located within the Nusajaya flagship zone, one of the five flagship zones under the Iskandar Malaysia development region (“IM”).  Medini comprised of 2,230 acres of mixed-use development land and will be strategically developed into 3 district concepts namely Lifestyle & Leisure (North & South), Iskandar Financial District and Medini Central. Medini is approximately 30 minutes away from Senai International Airport, 10 minutes from Port of Tanjung Pelepas, 15 minutes from the Jurong Port in Singapore and 45 minutes from Changi International Airport. Medini North forms part of the Medini Lifestyle & Leisure cluster covering a land area of 570 acres. The planned developments in Medini North include theme parks, retail promenade, hotels, residential townships, a tertiary hospital and international schools. The Purchaser proposed to develop service apartments, offices and retails properties (“Proposed Development”) on the Subject Property. As the development potential has yet to be detailed or finalised at this preliminary stage, the total development revenue, cost and expected profits to be derived is not available at this juncture. The Proposed Development is expected to commence within 24 months from the date of LPA and expected to be completed within 6 years from commencement subject to all approvals from the relevant authorities being obtained. The source of funds to finance the development is likely to be from internally generated funds and/or bank borrowings. 5.            DETAILS OF THE PROPOSED ACQUISITION 5.1        Salient Terms of the Proposed Acquisition (1)         Condition Precedent (“CP”) The Proposed Acquisition is conditional upon the procurement of the approval from the Board of Directors of the Vendor and the Purchaser within 1 month from the date of the LPA. The LPA will become unconditional on the date on which the CP is satisfied. (“Unconditional Date”). (2)         Payment of Purchase Consideration The Purchase Consideration will be paid by ten instalments over a period of 4 years from the date of the LPA. 5.2    Basis of Arriving at the Purchase Consideration The Total Purchase Consideration of the leases over the Subject Property was arrived at after taking into consideration various factors as follows:- (i)           The development potential and prospect of the Subject Property as set out in Section 7 below; and (ii)         The Group’s knowledge of recent transacted price of similar land within the vicinity as follows: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1241089

icy97

金輪盈利發展正面

熱股評析  2013-03-29 18:39
（吉隆坡29日訊）金輪企業（KIMLUN，5171，主板建筑組）以3千106萬令吉向Medini置地公司收購柔州伊斯干達特區兩塊共5.31英畝的地段，以進行綜合產業發展計劃。

該公司發文告表示，相關發展計劃料在24個月內進行，發展期為4年，因此收購金額將分4年，10期進行攤付。

分析
豐隆投資認為，隨著金輪企業賽城The Hyve產業發展計劃大獲成功，Medini產業發展計劃將在2015年開始進行，將為公司持續帶來獲利，整體計劃正面。

更重要的是，相關土地交易價為每平方呎33令吉51仙，明顯處於近期交易的每平方呎35令吉至36令吉的較低水平。

豐隆指出，假設有效使用率為70%，淨銷售空間將為65萬平方呎，以每平方呎700令吉售價計算，該計劃產業發展總值達4億5千萬令吉，若按4年發展期、20%淨利賺幅和10%折扣率為準，估計相關計劃將為金輪企業帶來每股27仙獲利。

安聯研究表示，金輪企業進入相關產業發展計劃合理，因其為工業化建築系統（IBS）技術的佼佼者，更在柔佛州擁有良好執行建築工程的紀錄，對當地市場非常熟悉。

“但礙於金輪企業並未提供發展總值和發展時間表，因此我們維持盈利預測不變。＂

擬70:30負債股權比率進行融資

目前，金輪企業有意以70:30負債股權比率（Debt-toequity ratio）進行融資，預期淨負債比將從45.5%走高至56.8%。

該證券行說，依斯干達經濟特區相關股項近期飽受投資者追捧，但身為當地強勁建築代表的金輪企業股價卻未見大波動，因此維持其“買進＂評級不變。（星洲日報／財經）

icy97

icy97 发表于 29-3-2013 09:43 PM
金輪3106萬購地

大馬 即時大馬財經  2013-03-29 18:21

KIMLUN CORPORATION BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	KIMLUN CORPORATION BERHAD ("KIMLUN" OR "THE COMPANY") ACQUISITION OF 99-YEAR LEASE OVER TWO (2) PARCELS OF FREEHOLD LAND BY KIMLUN MEDINI SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF KIMLUN CORPORATION BERHAD FROM MEDINI LAND SDN BHD FOR A TOTAL CASH CONSIDERATION OF RM31,056,771. ("PROPOSED ACQUISITION")
Further to our announcement dated 28 March 2013 in relation to the Proposed Acquisition, the Board of Directors of the Company wishes to announce that Kimlun Medini Sdn Bhd had on 11 April 2013 received a written notification from its solicitors confirming that the Condition Precedent of the LPA has been fulfilled. The abbreviations used throughout this announcement shall have the same meaning as defined in the announcement dated 28 March 2013. This announcement is dated 11 April 2013.

icy97

產业贡献正面　金轮財测上调

財经 2013年4月13日
（吉隆坡13日讯）金轮企业（KIMLUN，5171，主板建筑股）现有三项產业工程在手，促使其產业盈利更具持续性，加上该公司在捷运工程有一定的涉足率，因此分析员上调其2014財政年盈利预测，以反映產业发展首次为该集团做出的贡献。       

金轮企业管理层重申对2013財政年盈利成长保持谨慎的態度，这是基於其核心营运如建筑和混凝土製品的成本压力所致。

在建筑业务方面，由特定承包商提供的高成本服务，以及位於芙蓉的混凝土製品新厂的各种启动成本，料拖累金轮企业2013財政年上半年的净利表现。

净利上调10%

然而，拉昔胡申研究分析员將金轮企业2014財政年净利预测上调10%，以反映该公司首次推出的新盘－HyveSoho套房发展计划，將为公司带来贡献。

Hyve Soho套房的发展总值预计为2亿4000万令吉，该发展计划下的「Tower A」获得市场良好的反应，其认购率已经达到80%。另外，金轮企业计划推出的「Tower B」的售价將高於「Tower A」，即每平方呎平均售价为570令吉。

此外，分析员看好金轮企业在巴生谷捷运工程涉及预铸箱式桥樑（SBG）和隧道管片衬砌（TLS）的生產项目，促使该集团成为这项大型基建工程价值链中的值得投资的股项。

按2013財政年每股盈利预测，以及10倍本益比计算，分析员给予该股2.05令吉合理价格，同时维持金轮企业「买进」投资评级。[东方日报财经]

icy97

金輪捷運“必買股＂

熱股評析  2013-04-23 18:37

證券行：興業研究
評級：買進
目標價：2.05令吉
簡評：捷運受惠、產業加分

（吉隆坡23日訊）如果說巴生河流域捷運工程是國陣政府執政成績單的亮點，負責為這項重點計劃供應混凝土產品的金輪企業（KIMLUN，5171，主板建筑組），就是大型基建計劃類股中的亮點。

週二獲激成6430萬合約

週二金輪企業就宣佈，接受激成（馬）（KSENG，3476，主板工業產品組）頒發的合約，以在柔佛古來再也興建268單位的房屋，合約總值6千430萬令吉。

金輪企業在文告中指出，建築工程預料在2014年7月完成。

興業研究稱金輪企業為捷運主題股中的“必買股＂，王牌產品是預鑄箱式橋樑（SBG）和隧道襯砌管片（TLS）。

除了混凝土產品製造業務，該公司也涉足建築承包和產業發展市場。隨著該公司陸續推出3大房產計劃，興業研究看好這項業務的盈利增長將越來越穩定，因此決定將2014財政年盈利預測調高10%。

其中，該公司產業發展業務的亮點落在發展總值達2億4千萬令吉的布城Hyve Soho Suite房產計劃上。這項計劃的第一座大樓平均售價為每平方呎530至540令吉，認購率衝上80%，鑒於市場反應良好，該公司決定將景觀更為優美的第二座大樓售價調至每平方呎570令吉。

不過，興業研究指出，該公司估計建築業務須出高價聘用專業承包商，加上考慮到森美蘭芙蓉新建混凝土工廠的初步費用，兩大業務恐在2013財政年面對成本壓力，迫使該公司保守看待全年業績表現。

今年至今，金輪企業上揚了9.35%，週二掉頭回落，截至下午3時報1令吉52仙，跌2仙。（星洲日報／財經）

Type	Announcement
Subject	OTHERS
Description	KIMLUN CORPORATION BERHAD ("KIMLUN" OR "THE COMPANY") - AWARD OF CONTRACT
The Board of Directors of Kimlun Corporation Berhad (“KIMLUN or “the Company”) is pleased to announce that its wholly-owned subsidiary, Kimlun Sdn Bhd had accepted the letter of award from Keck Seng (M) Berhad for the construction of 268 units of houses in Daerah Kulaijaya, Johor (“the Project”). The contract sum for the Project is Ringgit Malaysia Sixty Four Million Three Hundred Thousand (RM64,300,000). The construction work is expected to be completed by July 2014. The Company does not foresee any exceptional risk other than operational risks associated with the Project. The Project is expected to contribute positively to the earnings and net assets of KIMLUN Group for the financial years during the contract period. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the above Project.

icy97

金轮机构营业额扬升

二零一三年六月三十日 晚上六时四十分

（吉隆坡30日讯）金轮机构有限公司（KIMLUN，5171，建筑组）公布，在截至2013年3月31日止第一季度，仅获得1181万5000令吉的税前利润，较去年同期的1402万7000令吉退步。

不过，营业额由前期的1亿9834万7000令吉增长至2亿1440万3000令吉。

该集团致函马交所说，旗下的建筑业务继续成为主要收入来源。

展望未来，董事局预计2013年将会是令人兴奋的一年，主要是建筑业、制造业和贸易业务将会出现增长，因为在截至2013年3月31日止，估计尚未完成的合约高达16亿令吉。

金轮称：“我们很乐观地认为，2013年大马和新加坡的建筑业务将会继续充满活力，因此合约补充前景仍然令人鼓舞。”

该建筑公司表示，本地建筑业预计在2013年强劲增长11.2％，因为获得经济转型计划和充满活力的住房建设活动所支持。

该公司补充：“在大马第10计划下，我们希望能够受惠于推行有关建筑项目。”[光华日报财经]

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

1	Revenue	214,403	198,347	214,403	198,347
2	Profit/(loss) before tax	11,815	14,027	11,815	14,027
3	Profit/(loss) for the period	8,886	10,593	8,886	10,593
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,955	10,613	8,955	10,613
5	Basic earnings/(loss) per share (Subunit)	3.72	4.58	3.72	4.58
6	Proposed/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 ($$)	1.1806		1.1434

icy97

KIMLUN CORPORATION BERHAD

EX-date	25/07/2013
Entitlement date	29/07/2013
Entitlement time	04:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single Tier Dividend of 4.8 sen per ordinary share
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur Tel No:03-2264 3883
Payment date	28/08/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	29/07/2013
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	0.048

icy97

马新捷运网络扩展 金轮企业长期净利唱好

财经新闻 财经  2013-05-30 10:15
（吉隆坡29日讯）看好金轮企业（Kimlun，5171，主板建筑股）在依斯干达产业市场及马新捷运系统带动预制混凝土产品制造业务，马银行投行开始追踪该股，并给予“买入”投资评级及2.50令吉的目标价。

金轮企业是一家中型建筑集团，主要是在柔佛进行高档/有地住宅产业工程。

此外，公司也是在国内及新加坡的3家主要混凝土产品供应商之一。

目前，建筑及混凝土制造业务，分别占公司2012财年总盈利的75%及25%比重。

随着公共及私人投资流入依斯干达，推动建筑工程，再加上金轮企业具工业化建筑系统（IBS）的能力，公司将能够从中受益。

今年至今，公司已取得至少2亿令吉的建筑工程，2012财年为9亿令吉。

随着大马及新加坡的捷运网络扩展，这将为金轮企业提供长期的制造业务净利。

未完成订单16亿

截至2012年12月，公司未完成合约订单为16亿令吉。

分析员预计，公司在2013、2014及2015财年，分别将取得总值8亿7000万、9亿2000万及12亿令吉的工程。

“同时，我们也看好公司将会有较高的建筑入账、首项产业发展的净利贡献，以及混凝土产品制造业务的赚幅在2014至2015财年复苏。”

在两项因素下，分析员预计公司2013、2014及2015财年的每股盈利，将分别增长1%、18%及9%。从估价来看，公司的本益比处于低水平的8倍，而建筑及洋灰领域的本益比分别达14倍及23倍。[南洋网财经]

icy97

金輪馬值得買進嗎？

投資致富  2013-06-09 19:25

YL問：
1）金輪企業（KIMLUN,5171,主板建筑組）前景如何？有哪些大股東？目標價多少？值得買進嗎？
2）還有哪些建築股值得留意？

答：
1）先來看看金輪企業的業績表現，2013財政年首季下跌15.62%至895萬5千令吉，主要是因為各業務賺幅走跌，其中建築業賺幅僅為8.4%，而製造及貿易業賺幅則從25.2%滑跌至17.8%。

同時，行政開銷及融資成本高企，也導致首季業績遜色。

不過，金輪企業2012財政年全年淨利揚升15.51%至4千933萬8千令吉，歸功於工程執行訂單及新合約增加。

不過，建築業務盈利賺幅走低，令整體盈利從12%跌至8.6%。

該公司為國內多項重大計劃提供混凝土產品，成為大型基建計劃類股中的亮點，甚至有分析員稱該公司是捷運主題股中的“必買股”。

金輪企業也涉足建築承包和產業發展領域，隨著陸續推出3大房產計劃，相信此業務的盈利增長將日趨穩定，2014財政年盈利預測獲調高10%。

分析員指出，金輪企業在柔佛具競爭優勢，料可續受惠於依斯干達特區，加上放眼新加坡及賽城產業計劃反應熱烈，前景備受看好。

該公司因參與依斯干達發展、新加坡地鐵擴展計劃、吉隆坡捷運工程第2及第3條線工程，而顯得具吸引力。

分析員均給予金輪企業“買進”

評級，目標價介於2令吉零5仙至2令吉18仙。

金輪企業大部份股權都掌握在彭氏家族手中，其中執行主席彭廷是最大單一股東，持有近38%股權，另兩位家族成員彭康豪及彭彪分別持有5.8%及4.5%股權，而其他的家族成員則持有較低股權。

還有哪些建築股可留意？

2）除了金輪企業，其他獲分析員看好的建築股包括金務大（GAMUDA,5398,主板建筑組）、怡保工程（IJM,3336,主板建筑組）、WCT公司（WCT,9679,主板建筑組）、成榮集團（MUDAJYA,5085,主板建筑組）、宏洋控股（BENALEC,5190,主板建筑組）、福勝利（HSL,6238,主板建筑組）、砂拉越電纜（SCABLE,5170,主板工業產品組）目前大型建築股的本益比企於14至15倍，緊隨馬股富時綜指的16倍，而中小型建築股本益比則介於8至9倍的不俗水平。

分析員說，大選順利舉行，各大公共交通建築及鐵軌計劃將加大力道落實，這勢使建築股展望更為樂觀，並調高建築領域至“加碼”評級。

政治風險解除，受矚目焦點包括400億至500億令吉的捷運2與捷運3計劃、300億令吉馬新加坡高鐵計劃、雙軌提昇工程及80億令吉金馬士―新山雙軌工程等，受惠者非常廣泛。（星洲日報／投資致富‧投資問診室）

icy97

KIMLUN CORPORATION BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	KIMLUN CORPORATION BERHAD ("KIMLUN" OR "THE COMPANY") - SALE OF SMALL OFFICE HOME OFFICE (“SOHO”) BY POSH ATLANTIC SDN BHD (“PASB”), A 51% SUBSIDIARY OF KIMLUN TO THE DIRECTORS OF KIMLUN AND PERSON CONNECTED TO THEM
1.         INTRODUCTION Pursuant to Paragraph 10.08(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of KIMLUN wishes to inform that PASB had on 12 June 2013 entered into separate sale and purchase agreements (“SPA(s)”) with the following Directors of KIMLUN and person connected to them (“Related Parties”), for the sale of SOHO by PASB within PASB’s property development project known as Cyber Bistari (Hyve) to the Related Parties (“Transaction(s)”):- Related Parties Relationship Description of Property Selling Price (RM) 10% Discount (RM) Net Consideration (*) (RM) Pang Tin @ Pang Yon Tin (“Pang Tin”) Executive Chairman of KIMLUN Parcel A-20-11 with a built-up area of 71.59 square metres (“sf. mtr.”) 489,000.00 48,900.00 440,100.00 Parcel A-20-12 with a built-up area of 42 sq. mtr. 285,800.00 28,580.00 257,220.00 Pang Chew Ngo Pang Chew Ngo is a Director of Kimlun Sdn Bhd, a wholly-owned subsidiary of KIMLUN and a person connected to Pang Tin the Executive Chairman of KIMLUN Parcel A-8-15 with a built-up area of 53.76 sq. mtr. 334,100.00 33,410.00 300,690.00 Yam Tai Fong Director of KIMLUN Parcel A-9-15 with a built-up area of 53.76 sq. mtr. 335,300.00 33,530.00 301,770.00 Yam Len Thye and Liu Meng Chian Yam Len Thye is a person connected to Yam Tai Fong, a Director of KIMLUN Parcel A-12-10 with a built-up area of 53.76 sq. mtr. 317,300.00 31,730.00 285,570.00 Yam Ooi Thye and Yeoh Chiew Seong Yam Ooi Thye and Yeoh Chiew Seong are persons connected to Yam Tai Fong, a Director of KIMLUN Parcel A-12-05 with a built-up area of 48.40 sq. mtr. 284,500.00 28,450.00 256,050.00 (*)  The net consideration was arrived at after taking into account the discount rate applicable to employees of the group and early purchasers. Pang Khang Hau and Phang Piow @ Pang Choo Ing (“Phang Piow”), Directors of KIMLUN are deemed interested in the Transaction between PASB and Pang Tin by virtue of their family relationship to Pang Tin. Phin Sdn Bhd (“Phin”), the major shareholder of KIMLUN, is deemed interested in the Transaction between PASB and Pang Tin by virtue of Pang Tin’s interest in Phin pursuant to Section 6A of the Companies Act, 1965. 2.       INFORMATION OF PASB PASB is a company incorporated on 9 December 2010 under the Companies Act 1965 and having its registered address at Level 18, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur. PASB has an authorised capital of RM1,000,000 divided into 1,000,000 ordinary shares of RM1.00 each, all of which are issued and fully paid up. The principal activity of PASB is property development and property investment 3.       DETAILS OF THE HYVE Hyve is an on-going development project consisting of 768 units of SOHO and offices development in 2 towers on the freehold enterprise land own by PASB and held under Geran 169505 Lot 33072, Mukim of Dengkil, Daerah Sepang, Selangor. The built-up area of the Hyve SOHO and offices ranges from 42 sq. mtr. to 81.96 sq. mtr per parcel. The freehold enterprise land measuring approximately 20,021 sq. mtr. is located within the city centre of Cyberjaya and is accessible via few highways. The current stage of construction of the Hyve is approximately 5% and it is expected to be completed by end of 2015. 4.       DETAILS OF THE TRANSACTIONS 4.1 Salient Terms of SPAs The SPAs are based on terms and condition prescribed under the Housing Development (Control and Licensing) Act 1966 (“HDA ACT”), hence they are not more favourable than those generally offered to other purchasers. The disposal consideration as stated in the respective SPA shall be paid in cash and satisfied in the following manner:- · 10% of the disposal consideration shall be paid upon execution of the SPA; and ·  the balance 90% of the disposal consideration shall be paid by installments and at the time and in the manner as prescribed under the HDA Act. Each and every such installment payment shall be paid within 14 days commencing from the date of the notice from PASB requesting such payment 4.2 Basis of Arriving at the Consideration The respective net consideration of the Properties was based on the selling price which was quoted to other prospective purchasers and after taking into account the discount rate applicable to employees of the group and early purchasers. The 10% discounts to be given to the Related Parties shall be applied against the first payment due under the respective SPA. No valuation was carried out for the Transactions as the subject parcels are still under construction. 4.3 Liabilities to be Assumed by the Related Parties There are no liabilities to be assumed by the Related Parties arising from the Transactions. 4.4 Estimated Time Frame for Completion Barring unforeseen circumstances, the Transactions are expected to be completed by the end of 2015. 5.       UTILISATION OF PROCEEDS The proceeds from the Transactions will be utilised within the construction period of the Hyve to meet its working capital requirements. 6.       RATIONALE FOR THE TRANSACTIONS PASB is involved in the property development. The sale of properties under its development is within its ordinary course of business. 7.       EFFECTS OF THE TRANSACTIONS 7.1 Share Capital and Substantial Shareholders The Transactions which will be satisfied entirely in cash will not have any effect on the share capital and substantial shareholders’ shareholding of the Company. 7.2  Earnings, Net Assets ("NA") and Gearing The Transactions will not have any material effect on the earnings per share, NA and gearing of KIMLUN Group. 8.       PERCENTAGE RATIOS The highest percentage ratio applicable to the Transactions pursuant to paragraph 10.02(g) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad computed based on the KUMLUN’s latest audited financial statements for the financial year ended 31 December 2012 are as follows: Related Parties Highest Percentage Ratio Pang Tin 0.25% 0.36% Pang Chew Ngo 0.11% Yam Tai Fong 0.11% 0.30% Yam Len Thye and Liu Meng Chian 0.10% Yam Ooi Thye and Yeoh Chiew Seong 0.09% Save as disclosed above, there is no other transaction entered into between the Related Parties with Kimlun Group during the 12 months preceding the date of this announcement. 9.       INTEREST OF DIRECTORS, MAJOR SHAREHOLDERS AND/OR PERSONS CONNECTED TO THEM   Save for Pang Tin, Pang Khang Hau, Phang Piow, Phin, Yam Tai Fong and persons connected with them who are deemed interested in the Transactions, none of the directors, major shareholders of KIMLUN and/or persons connected to them has any interest, direct or indirect, in the Transactions. 10.     AUDIT COMMITTEE’S OPINION The Audit Committee, after having considered all aspects of the Transactions, is of the opinion that the Transactions are: (i)   in the best interest of KIMLUN Group; (ii)  fair, reasonable and on normal commercial terms; and (iii) not detrimental to the interest of the minority shareholders of KIMLUN. 11.     DIRECTORS’ STATEMENT The Board, save for Pang Tin, Pang Khang Hau, Phang Piow and Yam Tai Fong, after having considered all aspects of the Transactions, is of the opinion that the Transactions are in the best interest of the KIMLUN Group. 12.     APPROVALS REQUIRED The Transactions are not subject to the approval of the shareholders of the Company. 13.     DOCUMENT FOR INSPECTION Copies of all the sale and purchase agreements are available for inspection by members of the Company at the 1egistered office of the Company at Level 18, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur during business hours from Mondays to Fridays (except Public Holidays) for a period of 3 months from the date of this announcement. This announcement is dated 12 June 2013

icy97

合約有望增至20億‧金輪盈利料增22%

熱股評析  2013-06-20 17:27
（吉隆坡20日訊）金輪企業（KIMLUN，5171，主板建築組）正迅速崛起為具吸引力，便宜的大馬依斯干達的代表性建築股，2013至2015年的淨利復合平均成長率可達到22%。

目前該公司手握建築工程合約訂單12億令吉，預料在2013年財政年有望增添逾6億5千萬令吉新合約，接著2014年及2015年，則進一步增加20億令吉建築工程新合約。

料獲更多依斯干達工程

大馬研究指出，金輪企業擁有良好完成工程紀錄及本地公司優勢，預料它將在大馬依斯干達發展計劃中，取得更多工程合約。

該公司也涉足新馬的捷運地鐵線路發展領域，主要是供應預鑄箱式橋樑（SBG）和隧道管片襯砌（TLS）的生產項目。

該公司的製造部門將擴大其產能以生產預鑄箱式橋樑和隧道管片襯砌，以期應付巴生河流域及新加坡捷運地鐵的更多訂單。目前其柔佛工廠每年銷售額為8千萬令吉，而新那旺工廠則是1億5千萬令吉。

該公司的資產負債表良好，淨負債率為56%，預料其2013年財政年淨每股股息為5仙（23%派發率），或等於周息率2.1%。

大馬研究將金輪企業2013年及2014年財政年淨利預測，上調3%及10%，分別達5千180萬令吉及千250萬令吉，而2015年則增長至8千870萬令吉。

該行對該公司保持“買進”評級，合理價也上調至3令吉28仙（之前為2令吉20仙），或等於其綜合估值合理價4令吉10仙折價20%，主要配合該行上調其淨利預測行動。（星洲日報／財經）

Kitty_1978

icy97 发表于 20-6-2013 09:11 PM
合約有望增至20億‧金輪盈利料增22%

熱股評析  2013-06-20 17:27

released 了这新闻后好像跌得很掺。。。

accord08

興業研究：必买股 。。

Kitty_1978

accord08 发表于 21-6-2013 01:43 PM
興業研究：必买股 。。

兄台，请赐教。。。

accord08

Kitty_1978 发表于 21-6-2013 11:15 PM
兄台，请赐教。。。

不敢 不敢。

就分享下我的看法。
开始注意这股是一年前。 基于我个人比较看好Iskandar和KVmrt 。所以买进了不少这类股项。
它是少数i涵盖这两项工程的股。
加上它在星加坡mrt的project 和将要进行的 Johor-S'pore RTS，kvmrt2/3  应该都有它的份吧。

去年不少的評析都推荐这股，但是价就是不升。
我是在今年年头买入的 。还收住。
我相信它还有一番作为。

Ben4chan

今天跌到〉〉〉〉〉〉〉〉〉

icy97

金輪企業獲新加坡4302萬工程

企業財經26 Jun 2013 23:00
（吉隆坡26日訊）金輪企業（KIMLUN，5171，主要板建築）子公司SPC工業私人有限公司，獲SK工程與建築公司約1713萬新元（約4302萬令吉）工程頒發書。

金輪企業今日向馬證交所報備，其子公司所獲得的該項工程位于新加坡，該工程預計需要大約33個月完成竣工。

該公司指出，公司並沒有看見任何營運以外的任何風險存在，該工程預計將為公司收益以及淨資產做出貢獻。

金輪企業強調，公司董事和主要股東並沒有直接或間接從該工程中獲得任何利益。

SPC工業主要生產和供應混凝土產品。[中国报财经]

Type	Announcement
Subject	OTHERS
Description	KIMLUN CORPORATION BERHAD ("KIMLUN" OR "THE COMPANY") - AWARD OF CONTRACT
The Board of Directors of Kimlun Corporation Berhad (“KIMLUN” or “the Company”) is pleased to announce that its wholly-owned subsidiary, SPC Industries Sdn Bhd had accepted the letter of award from SK Engineering & Construction for the supply and delivery of precast concrete tunnel segment linings (“TLS”) to the East-West Transmission Cable Tunnel Project EW2, Singapore for Singapore Dollar 17.13 million. The supply of the TLS is expected to spread over a period of approximately 33 months. The Company does not foresee any exceptional risk other than operational risks associated with the supply contract. The supply contract is expected to contribute positively to the earnings and net assets to KIMLUN Group for the financial years during the supply period. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the supply contract.

icy97

金輪財測不變

熱股評析  2013-06-27 18:18
（吉隆坡27日訊）
■新聞
金輪企業（KIMLUN,5171,主板建筑組）獲1千713萬新元（約4千343萬令吉）合約，以便為新加坡東西線電纜隧道工程供應預製混凝土產品。

■分析
分析員認為金輪企業獲頒新合約後，訂單規模仍處預測範圍，因此並未調整財測，惟鑒於該股已大幅回落，為看好其業務展望的投資者提供扯購良機。

馬銀行研究指出，以15%淨賺幅計，預期上述工程可在2013至2015財政年期間平均每年貢獻100萬至300萬令吉淨利。由於該行看好該公司將增加7千萬令吉和8億令吉的製造訂單和建築訂單，目前暫時無意調整預測。

豐隆研究認為，該公司獲得新合約後，其預製混凝土產品的經濟規模跟著擴大，比其他對手更具競爭優勢。

該行補充，雖然上述電纜隧道仍有約2億1千400萬令吉相關合約待頒發，該公司也可能爭取當中的絕大部份，但考慮到風險分散因素，該公司恐怕不會獲得所有合約。

目前，該公司分別持有12億令吉建築訂單和4億4千萬令吉製造訂單。

大馬研究引述消息稱，第二期巴生河流域捷運工程將在7、8月左右發放，而金輪企業佔優勢的3億令吉預製混凝土產品合約，則料在2014財政年下半年頒發，這加強了該公司的業務展望。

安聯研究表示，該公司財測不變，股價卻比高峰期跌了20%左右，投資者不妨趁低吸納，並指出其股價現以2013至2014財政年的9倍和7.9倍本益比交易。

週四收市，金輪企業報2令吉零2仙，起5仙。（星洲日報／財經）

Casperr

先观望观望。

LerWeiYu

我有support一点点，看他讲到奖好。。。

不support。。。有点说不过去