【PMETAL 8869 交流专区】齐力工业

kelly0330

我的买价是RM2.18,现在是不是要卖了？ 还是继续保留呢？

icy97

受停电冲击 齐力炼铝厂料关3个月

财经新闻 财经  2013-07-19 09:35
（吉隆坡18日讯）齐力（PMETAL，8869，主板工业产品股）位于砂拉越木胶（Mukah）的炼铝厂于上月杪经历停电6小时事件后，可能关闭3至6个月，进行抢修工作。

昨天，该公司高层向路透社表示：“我们正在评估这起事件所带来的影响。我们在沙马拉祖（Samalaju）的另外1间厂房正在运作，可以满足客户的订单。”

木胶炼铝厂的按年产能为12万吨，沙马拉祖厂房的按年产能则是32万吨。

砂拉越于6月27日爆发大停电，造成熔炉温度骤降而发生凝固情况，齐力无法恢复铝生产工作，必须关厂整修，至今仍无法估计损失程度与金额。

另外，大马评级公司（MARC）也因而把齐力总值3亿1750万令吉的可赎回担保债券与凭单评级，从“A-”下修至“BBB”。

大马研究分析员指出，就算齐力的木胶炼铝厂关闭半年，该公司应该还有充足的营运现金流。

该证券行维持给予齐力“买入”评级，目标价为3.60令吉。[南洋网财经]

icy97

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

1	Revenue	795,343	522,385	1,519,586	1,047,446
2	Profit/(loss) before tax	26,848	23,978	62,168	56,744
3	Profit/(loss) for the period	22,821	20,915	49,899	47,082
4	Profit/(loss) attributable to ordinary equity holders of the parent	20,041	19,229	45,287	41,842
5	Basic earnings/(loss) per share (Subunit)	3.95	4.37	8.91	9.51
6	Proposed/Declared dividend per share (Subunit)	0.00	1.00	0.00	1.00
		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 ($$)	2.5800		2.4700

icy97

券商買進心頭好．雙重打擊微 齊力工業估值仍誘人

財經股市28 Aug 2013 22:00

券商：興業證券研究
目標價：2.77令吉

齊力工業（PMETAL，8869，主要板工業）砂州冶煉廠受電源中斷衝擊損壞，短期業務雖受影響，但業務前景依然看漲，估值仍誘人，獲看好任何跌勢都是買進的時機。

砂拉越6月大停電導致該公司持股80%位于木膠（Mukah）的冶煉廠受損停工，目前保險公司仍在調查有關索賠事宜，同時維修工作亦進行中。

此外，鋁價格自今年頭已走軟，現貨價格更是在6月中時跌至多年來的支撐水平每公噸1800美元（約5940令吉），使齊力工業近期業績受壓。

我們調低年底鋁價目標至每公噸1900美元（約6270令吉）。

上述兩大負面消息料將衝擊齊力工業短期的收益，我們下修本財年的預測值42.8%，但維持2014財年數據。

相信上述工廠的維修成本將可從保險公司的賠償中扣除，以砂州在過去裝置冶煉廠的紀錄，相信年底維修工作將可完成，齊力工業末季業績料恢復。

可趁低買進

我們建議投資者投資目光放遠一點，勿受困于目前的利空，可趁低買進該股。

儘管我們基于齊力工業財測遭下修稍微調低目標價從2.90至2.77令吉，但根據現金流量折現法（DCF）計算，此目標價為折價30%，估值相當誘人。

若根據DCF計算，並排除上述停電事故帶來的衝擊，該股每股應為3.96令吉。

齊力工業28日股價表現欠佳，股價一度大跌達14仙至1.97令吉，閉市時報2.02令吉，跌9仙，成交量45萬6900股。[中国报财经]

icy97

齊力售資產虧5千萬

2013-09-13 11:25      
（吉隆坡12日訊）齊力工業（PMETAL,8869,主板工業產品組）宣佈，該公司與持有90%股權子公司-湖北齊力華新制鋁及電器有限公司進行一項最後資產結算合約，而脫售行動使蒙受5千萬令吉的一次過虧損。

該公司發文告指出，公司與子公司將有關資產脫售給湖北哈新鋁及電器有限公司，與錢江城市錢新國營企業，而後者則將湖北齊力華新制鋁及電器有限公司的10%轉移給齊力工業，而成為它的100%子公司。

湖北齊力華新制鋁及電器有限公司將脫售全部資產，除了齊力工業國際（湖北）在某些負債。這使它脫售尚在虧損的資產，並且之前也為齊力工業在沙瑪拉朱煉鋁廠提供技術與支援。

該公司說：上述脫售資產料將加強公司未來的盈利表現。（星洲日報）

PRESS METAL BERHAD

Type	Announcement
Subject	OTHERS
Description	PRESS METAL BERHAD ("THE COMPANY") - FINAL ASSETS SETTLEMENT AGREEMENT
1.        INTRODUCTION The Board of Directors of the Company wishes to inform that the Company and its 90%-owned subsidiary, Hubei Press Metal Huasheng Aluminium & Electric Co. Ltd (“PMH”) had on 6 September 2013 entered into a final assets settlement agreement (“Final ASA”) with Hubei Hashing Aluminium and Electric Co. Ltd (“HHAE”) and Qianjiang City Qiansheng State-Owned Enterpise (“QCQ”). Accordingly, the previous sale and purchase agreement and the relevant supplementary agreements shall be void, effective from the date of the Final ASA. PMH was incorporated in December 2006 to acquire the aluminium smelting plant and its related assets and certain liabilities from HHAE in 2007. PMH was primarily involved in producing the upstream aluminium products namely aluminium ingot and billet. Throughout the years, PMH has significantly transferred the know-how technology and technical support to the Group’s new smelting plants in Mukah and Samalaju, Sarawak which commenced operation in 2009 and 2012 respectively. 2.        DETAILS OF THE AGREEMENT Pursuant to the Final ASA, PMH will dispose of all its assets to HHAE (except its wholly-owned subsidiary, Press Metal International (Hubei) Ltd. (“PMIH”) and the leasehold land occupied by PMIH and certain liabilities) (“Disposal”). PMIH is principally engaged in the downstream aluminium extrusion products and located adjacent to PMH’s smelting plant. In conjunction with the Disposal, QCQ will transfer its 10% share of equity in PMH to the Company, making PMH a wholly-owned subsidiary of the Company. 3.        RATIONALE FOR THE AGREEMENT The rationale of disposing the PMH’s assets is to discontinue the loss making business from the Group. The one off disposal loss is about RM50 million comprising the assets impairment loss and certain liabilities assumed. Such disposal is expected to enhance the Group’s profitability in the future. 4.        DETAILS OF THE CONSIDERATION According to the Final ASA, PMH will transfer to HHAE all its assets, mainly the aluminium smelter, the power plant and the land occupied by the plants except the subsidiary of PMH, namely PMIH and the land occupied by PMIH. Also, part of the consideration, PMH will be responsible for certain of its own liabilities. In return, as a consideration, QCQ will transfer its 10% share of equity in PMH to the Company. 5.        EFFECTS OF THE AGREEMENT 5.1 Share capital and substantial shareholders’ shareholdings The Disposal will not have any impact on the issued and paid-up share capital and the substantial shareholders’ shareholdings of the Company. 5.2 Earnings per share and net assets per share The Disposal will not have any material effect on the earnings per share and net assets per share of the Company for the financial year ending 31 December 2013 in view of the saving arises from discontinuing the loss making business from the Group. 6.        APPROVALS REQUIRED The Disposal is not subject to any regulatory / shareholders’ approval. 7.        DIRECTORS’ AND MAJOR SHAREHOLDER’S INTERESTS OR PERSONS CONNECTED None of the directors of the Company or its major shareholder or persons connected with a director or major shareholder of the Company has any interest, direct or indirect, in the Disposal. 8.        DIRECTORS’ STATEMENT The Board, after having considered all aspects of the Disposal is of the opinion that the Disposal is in the best interest of the Company and the Group. This announcement is dated 12 September 2013.

icy97

出清湖北虧損資產‧齊力可回返正軌

2013-09-13 18:24      
（吉隆坡13日訊）齊力工業（PMETAL,8869,主板工業產品組）與中國夥伴達成最後一項資產結算合約，出清在湖北虧損的資產，分析員認為此舉不僅適時止損，未來亦享有穩定收入。

興業研究認為，雖然脫售蒙受5千萬令吉一次性虧損，比預期的虧損數目大，不過，這項交易不涉及現金，並且大部份已經計算在內，所以不會影響目標價，維持2令吉77仙及評級｀買進’不變。”

除了出清虧損資產，在資產交換，齊力工業取得湖北齊力華新制鋁與電器的餘下10%股權，讓這家中國擠壓鋁制產品子公司成為獨資子公司。

砂准在沐膠Samalaju設廠

興業指出，齊力工業這計劃是正確的行動，去除虧損資產，讓業績可以回歸正軌。

齊力脫售的湖北冶煉廠是齊力工業重要的踏腳石，讓該公司得以進軍電解科技及獲取冶煉廠營運經驗，砂拉越政府正是考量此因素才批准齊力工業在沐膠及Samalaju設廠。

不過，興業說，中國電費高漲問題可能惡化，湖北冶煉廠亦在今年首季虧損1千280萬令吉，脫售將終結齊力在上游業務虧損，並且享有來自擠壓鋁制產品公司微小但穩定的盈利貢獻。

鑒於脫售資產計劃在去年第四季已經透露，興業已經從股價估值中移除賬面值4千170萬令吉，所以這項宣佈對估值和評級沒有影響。（星洲日報／財經）

icy97

Loan Stock Interest

PRESS METAL BERHAD

EX-date	04/11/2013
Entitlement date	07/11/2013
Entitlement time	05:00:00 PM
Entitlement subject	Loan Stock Interest
Entitlement description	Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment	23/08/2013 to 25/11/2013
Financial Year End
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: 03-22643883
Payment date	25/11/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07/11/2013
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	Percentage
Entitlement in percentage (%)	6

---

Announcement Info

Company Name	PRESS METAL BERHAD
Stock Name	PMETAL-LA
Date Announced	18 Oct 2013
Category	Entitlements (Notice of Book Closure)
Reference No	CC-130920-39123

icy97

齊力工業1.4億售PMBSB 20%

2013-11-02 16:43      
（吉隆坡3日訊）齊力工業（PMETAL,8869,主板工業產品組）與日本住友商事（Sumitomo Corp）簽署股權買賣協議，以1億4千零4萬9千美元（約4億4千395萬5千令吉）現金脫售齊力民都魯私人有限公司（PMBSB）20%股權，以兌現投資價值並引入新夥伴。

該公司發文告指出，配合上述認股計劃，PMBSB將展開資本化活動，透過發售4億零900萬令吉新股給集團，將繳足資本擴大至4億5千900萬令吉，進而讓集團和日本住友商事分別持有其80%和20%股權。

有關脫售計劃料為齊力工業截至2014年12月31日止財政年帶來3億3千636萬3千令吉盈利，而集團將利用脫售所得來償還部份銀行貸款及作為資本開銷，預見負債比將從2.07倍降至1.35倍。（星洲日報／財經）

PRESS METAL BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PRESS METAL BERHAD (“PMB” OR “COMPANY”) PROPOSED DISPOSAL BY PMB OF ITS 20% EQUITY INTEREST (AFTER COMPLETION OF THE CAPITALISATION (AS DEFINED HEREIN)) IN PRESS METAL BINTULU SDN BHD (“PMBSB”), A WHOLLY-OWNED SUBSIDIARY OF PMB, FOR A PROVISIONAL CASH CONSIDERATION OF UNITED STATES DOLLAR (“USD”) 140.049 MILLION (“PROPOSED DISPOSAL”)
On behalf of the Board of Directors of PMB, Maybank Investment Bank Berhad is pleased to announce that the Company is proposing to undertake the Proposed Disposal. Please refer to the attachment for further details on the Proposed Disposal. This announcement is dated 1 November 2013.

Attachments Press Metal - Proposed Disposal.pdf

icy97

售子公司股权　齐力降低负债

財经 2013年11月4日
（吉隆坡4日讯）对于齐力工业（PMETAL，8869，主板工业股）脱售旗下子公司20%股权的建议，分析员认为献议价格合理，並乐见该集团可通过这项脱售降低负债率，因此维持该股的正面评级。       

齐力工业股价也於周一上扬2仙或0.81%，收报2.48令吉。齐力工业上周宣佈以1亿4005万美元（约4亿4396万令吉）的价格，將旗下齐力民都鲁私人有限公司的20%股权，脱售予日本三井集团子公司--Summit Global ManagementXII（SGM）。

协同效益

拉昔胡申研究分析员表示，脱售上述股权后该集团於2014財政年的核心净利料將面对7.5%的稀释效应，而降低至2亿6500万令吉，惟分析员对此並不太在意。「反之，我们相信此交易將带来协同效应。近4亿4400万令吉的价格与我们对齐力民都鲁的拆算现金流（DCF）估值相符，因此我们认为这价格属合理。」

分析员指出，上述脱售案將为齐力工业带来3亿3640万令吉的出售收益，有助该公司將负债率从原有的1.74倍，降低至1.2倍。

值得一提的是，由於最终的脱售价格將根据齐力民都鲁至2018財政年为止的资產负债表、资本开支、盈利以及生產成本可否达標而作出调整。分析员预计，齐力工业届时有可能从SGM手中获得6900万美元（约2亿1873万令吉）的奖励。「不过，我们更看好该集团可取得不超过2100万美元（约6657万令吉）的奖励。」

无论如何，分析员提醒生產成本与盈利很大程度上依赖铝价格走势，而这是在管理层的控制范围以外。因此，不排除齐力工业有可能必须在齐力民都鲁至2018財政年后额外支付1600万美元（约5072万令吉）的款项。

另外，承受著压力的铝价格以及木胶（Mukah）冶炼厂持续进行中的维修工作，也是该集团需面对的下行风险。不过，分析员看好上述两项课题只属於暂时性而已。

考虑到齐力工业的表现料从2014年起获得大幅的改进，加上三井集团的脱售案也预计在2014年次季完成，分析员將该股的估值计算基础移前至2014財政年。

分析员算入该集团发行的可赎回可转换有担保债券（RCSLS）和凭单带来的潜在稀释效应，加上25%折价以反映铝价格与木胶（Mukah）冶炼厂课题的下行风险，计算出3.77令吉合理价格（相较於之前2.77令吉）。因此，分析员维持该股「买进」的投资评级。[东方日报财经]

icy97

icy97 发表于 2-7-2013 01:44 AM

PRESS METAL BERHAD

Type	Announcement
Subject	OTHERS
Description	PRESS METAL BERHAD ("THE COMPANY") - POWER OUTAGE INCIDENT AT ITS SMELTING PLANT IN MUKAH, SARAWAK - UPDATE
We refer to the announcement made by the Board of Directors of the Company on 1 July 2013 in relation to power outage incident at its smelting plant in Mukah, Sarawak. The Board of Directors of the Company is pleased to announce that its subsidiary,  Press Metal Sarawak Sdn. Bhd. (“PMS”) which suffered a shutdown on 27 June 2013 due to the sudden power outage in the State of Sarawak has re-opened its smelter plant in Mukah and has resumed commercial operations today. PMS expects to achieve its full annual production capacity of 120,000 MT within the next 3 months. Meanwhile, PMS has submitted a preliminary claim to its insurers on the cost of the reconstruction works and repairs but has yet to reach an agreement with the insurers on the amount claimed. PMS remains dedicated to pursue a fair and justifiable compensation from all relevant parties involved. This announcement is dated 18 November 2013.

icy97

PRESS METAL BERHAD

EX-date	03/12/2013
Entitlement date	05/12/2013
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim tax exempt dividend of 2% for financial year ending 31 December 2013
Period of interest payment	to
Financial Year End	31/12/2013
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: 03-22643883
Payment date	03/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05/12/2013
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	Percentage
Entitlement in percentage (%)	2

icy97

齐力第3季转亏164万

财经新闻 财经  2013-11-20 12:16
（吉隆坡19日讯）齐力（PMETAL，8869，主板工业产品股）今年第三季由盈转亏，写下164万9000令吉净亏，上财年第三季取得1亿3609万3000令吉净利。
不过，齐力今年第三季营业额按年上升30.42%，报7亿9446万令吉。

上财年第三季营业额为6亿913万5000令吉。

相比于2012财年1亿7793万5000令吉，齐力现财年首9个月净利暴跌75.5%，至4363万8000令吉。

重启砂木胶厂

公司首9个月营业额，则从2012财年的16亿5658万1000令吉，攀升39.7%，报23亿1440万6000令吉。

另外，齐力位于砂拉越木胶（Mukah）的炼铝厂，7月1日因停电影响营运，宣布短期关闭。厂房抢修完成，今天正式重新投产，预估可在3个月内，达到全年产量12万公吨。

此外，齐力也向保险公司，针对厂房的维修与重建索偿，但迄今双方未达成协议。齐力在文告中强调，将积极索取合理的赔偿，但并未提到索偿总额。[南洋网财经]

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

1	Revenue	794,460	609,135	2,314,406	1,656,581
2	Profit/(loss) before tax	-48,368	20,489	13,800	77,233
3	Profit/(loss) for the period	1,867	168,144	51,766	215,226
4	Profit/(loss) attributable to ordinary equity holders of the parent	-1,649	136,093	43,638	177,935
5	Basic earnings/(loss) per share (Subunit)	-0.32	30.52	8.58	39.91
6	Proposed/Declared dividend per share (Subunit)	1.00	1.00	1.00	2.00
		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 ($$)	2.5600		2.4700

icy97

齐力明年产能看涨36%

财经新闻 财经  2013-11-26 09:58
（吉隆坡25日讯）随着旗下其中一家厂房恢复生产，齐力（PMETAL，8869，主板工业产品股）明年的生产量料上涨36%至41万公吨。

今年6月，由于电力忽然供应短缺长达6小时，齐力位于砂拉越州东部Mukah年产量达11万公吨的厂房忽然宣布暂停生产。

根据路透社，该公司一名执行员指出，随着上述厂房本月初恢复生产后，生产量料于未来3个月内达到最高产量。

另外，该公司位于砂拉越Samalaju的另一个厂房，已经于去年末季开始营运，目前以最高产量进行生产，年产量高达30万公吨。[南洋网财经]

icy97

齊力前景看俏

2013-12-18 10:36      
（吉隆坡17日訊）齊力工業（PMETAL，8869，主板工業產品組）比同行更能抵禦全球鋁價下滑的衝擊，加上該公司產能即將大增，分析員認為該公司盈利即將出現大躍進，前景備受看好。

興業研究降低鋁價假設，但仍預期齊力2014年盈利潛在飆漲143.6%，齊力近期利好消息頻傳，該行對其策略性資產交換計劃、民都魯冶煉廠啟用、木膠冶煉廠重新營運以及和住友商事達成的重大交易感到振奮。

興業研究在上週舉行的企業午餐會上邀請齊力作匯報，出席的基金經理關注鋁價展望，管理層則作出保守預測。

齊力比同行享更低成本

大部份基金經理都同意，齊力比同行享有更低成本，因它具競爭性的電力成本和物流優勢，以及日常開銷較低。

該公司也計劃擴大增值產品以增強盈利。

興業指出，自從齊力在脫售虧損的湖北提煉廠和收購有盈利的鋁擠壓廠之後，開始有良好進展，其Samalaju煉鋁廠在10月全面動工，而木膠治煉廠恢復30%產能。

“我們也對齊力和住友商事達成的地標式交易感到振奮，後者將收購齊力民都魯私人有限公司的20%股權，引申估值達22億令吉，是該集團最新市值的一倍。”

齊力是以4億4千400萬價格脫售齊力民都魯公司20%股權。

木膠冶煉廠預料在2014年2月杪達到12萬公噸的全面產能，比該行預期的遲2個月，因保險索償費時較久。至於Samalaju冶煉廠將在2014年2至3月達到32萬公噸的全面產能，由於冶煉業務是以量取勝，生產愈多，其獲利愈高。齊力的煉鋁產能預料在2013年升至42萬公噸，該公司預期從2015年起增加產能至44萬公噸，而非原本預期的2014年。

倫敦金屬交易所的新倉儲政策可能對已經滑落的鋁價帶來更大壓力，但相信齊力比同行更能抵禦價格急挫的衝擊。

同時，鋁價大跌也有助消除過剩產能和改善行業長期動力。

興業下調長期鋁價預測為2千200美元，加上溢價150美元，因此將2013/14財政年盈利預測下調2.3%／20.1%。

興業認為，齊力是隱藏的瑰寶，儘管市值高達12億令吉，但投資者不熟悉該公司。該公司多年來默默在發展其鋁產品價值鏈和擴大網絡至全球市場，但其股價表現顯示它被投資者忽視。

儘管停電和鋁價低迷令該公司龐大盈利延後入賬，但與業認為該公司的潛在盈利即將浮現。

與業保持“買進”評級，目標價從3令吉82仙略為下調至3令吉79仙，相等於1.1倍股價／賬面值和9.1倍本益比。（星洲日報／財經‧報道：李勇堅）

AhHai

请大大解释一下PMB-LA是什么来的？

icy97

齐力债券 负面观察名单剔除

财经新闻 财经  2014-01-04 11:20
（吉隆坡3日讯）大马评级公司（MARC）从“负面观察名单”中，剔除齐力（PMETAL，8869，主板工业产品股）的可赎回可转换担保债券股，但维持其“BBB”评级和负面展望。

大马评级公司在文告中点出，齐力的债券股在2013年7月3日被列入该评级机构的负面观察名单内，以估算停电对齐力位于木胶（Mukah）炼铝厂造成的影响。

评级公司指出，沙马拉祖（Samalaju）熔铝厂增加营运，稍微抵消齐力炼铝厂产量不足的影响。

文告中提到，沙马拉祖厂房每年24万公吨产能，再添加每年8万公吨，成功支撑齐力整体表现。

齐力2013财年第三季营业额报7亿9450万令吉，稍微低于2013财年次季的7亿9530万令吉。

早前，齐力把子公司———齐力民都鲁私人有限公司的20%股权，以1亿4005万美元（约4亿4400万令吉）的价格，脱售给日本住友商事株式会社（Sumitomo）。

大马评级公司认为，若在今年6月前完成脱售，齐力将可大幅削减债务。公司2013年首9个月的债务高达25亿令吉。[南洋网财经]

icy97

PRESS METAL BERHAD

Type	Announcement
Subject	OTHERS
Description	PRESS METAL BERHAD (“PMB” OR “COMPANY”) PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PACs”) UNDER SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 (“CMSA”) AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 (“CODE”) FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND THE PACs UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB (“PMB SHARES” OR “SHARES”) ARISING FROM THE CONVERSION OF RM233,903,692 NOMINAL VALUE OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS (“2011/2019 RCSLS”) BY AMSB AND ONG SOO FAN (“PROPOSED EXEMPTION”)
On behalf of the Board of Directors of PMB, Maybank Investment Bank Berhad is pleased to announce that the Company is proposing to undertake the Proposed Exemption. Please refer to the attachment for further details on the Proposed Exemption. This announcement is dated 6 January 2014.

Attachments Press Metal - Proposed Exemption.pdf

icy97

齊力負債降低

2014-01-07 17:26      
（吉隆坡7日訊）齊力工業（PMETAL，8869，主板工業產品組）宣佈，隨著該公司大股東――Alpha Milestone有限公司及相關人士，有意轉換總面值達2億3千300萬令吉的2011/2019年可贖回可轉換擔保債券股（RCSLS），而向當局申請豁免進行強制全面收購其餘尚未持有股權及可轉換證券。

分析
大馬研究視上述債券轉換行動正面，因將降低齊力的負債水平，以及節省債券利息付款。

預計該公司的淨負債率將減少0.1%，核心每股盈利則相應沖淡17%。

大馬研究預料齊力今年核心盈利按年成長65%，因民都魯工廠接近進行全面操作，以及姆卡工廠則開始重新投入生產（約60%使用率）。

興業研究認為，齊力大股東提早轉換公司的債券股，證明他們對公司的承諾，或可能顯示旗下的煉鋁廠盈利將突飛猛進的跡象。

一旦Alpha Milestone有限公司與相關人士――王淑芬（譯音）轉換上述債券股，將使他們的股權，從現有的42.8%增加至最少46.8%，或至最多52.7%。

該公司董事拿督管保強、管保明以及他們的夫人持有Alpha Milestone有限公司。

興業表示，自從齊力脫售虧損的中國湖北煉鋁廠之後，該公司即不時傳來正面企業發展，包括在2013年9月，通過換股方式收購有利可圖的擠壓鋁制產品公司。

齊力旗下的沙瑪拉朱煉鋁廠於2013年10月重新全面投入運作，姆卡煉鋁廠也分階段也重新營運，目前使用率達約60%。

該公司最近與日本住友集團的4億4千400萬令吉的交易，使後者持有旗下民都魯煉鋁廠的20%股權也是正面發展。大馬研究指出，這也使齊力的負債降至1.2倍水平。

興業認為，雖然倫敦金屬品交易所新的貨倉政策，為偏低的鋁價格進一步受到擠壓，惟齊力大股東最新動作，可能顯示該公司可以承受產品價格更大跌幅的能力，特別是其競爭對手的產品成本較高。（星洲日報／財經‧報道：李文龍）

icy97

PRESS METAL BERHAD

EX-date	29/01/2014
Entitlement date	04/02/2014
Entitlement time	05:00:00 PM
Entitlement subject	Loan Stock Interest
Entitlement description	Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment	25/11/2013 to 24/02/2014
Financial Year End
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: 03-22643883
Payment date	24/02/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	04/02/2014
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	Percentage
Entitlement in percentage (%)	6

师兄

icy97 发表于 15-1-2014 11:58 PM

这个只是-LA 才有的是吗？
6%是多少，怎么算的？