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楼主 |
发表于 26-2-2008 10:17 AM
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更新: February 26, 2008 02:17
大豆油價格創紀錄
大馬棕油盤中破RM3900
（吉隆坡25日訊）市場猜測，氣候變化影響油菜籽收成，中國將進口更多蔬菜油，激勵今日在芝加哥及大連交易的大豆油價格創新高，大馬交易所的原棕油期貨，盤中更錄得每公噸3914令吉，改寫新高紀錄。
今早10時57分時，大馬衍生產品交易所（MDEX）原棕油5月份交割期貨，高漲115令吉或3.1%，至每公噸3813令吉。
該期貨盤中一度暴增至每公噸3914令吉，創下史上新高紀錄。
另外，原棕油4月份及6月份交割期貨，分別在盤中一度報每公噸3901令吉及3900令吉。
中美需求強
閉市時，原棕油5月份交割期貨掛每公噸3866令吉，勁揚168令吉或4.5%。
此外，美國芝加哥交易所大豆油5月份期貨創下每磅64.20美分（約2.06令吉）新高紀錄。
中國大連交易所的大豆油5月份期貨，則報每噸人民幣1萬3186元（約5931.80令吉）史上新高。
另外，根據《華爾街日報》的報導，生物燃料諮詢公司白金能源（Platinum Energy）高級顧問M.R.燦德蘭預計，美國將在明年進口高達100萬公噸無反型脂肪酸（Trans Fatty Acids）原棕油。
“數年前，美國每年平均進口約40萬公噸原棕油，目前進口量已穩步趨揚。”
他說，美國去年進口約85萬公噸原棕油，其中大馬佔70萬公噸。
另一方面，Schroders經理魯德菲羅哲告訴《彭博社》，中國嚴重欠缺蔬菜油，並將繼續從全球大量進口。棕油產國大馬及印尼將從中獲益。 |
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楼主 |
发表于 26-2-2008 10:18 AM
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亚洲需求提高 价格料与大豆油看齐 2008/02/25 17:55:33
●南洋商报
（吉隆坡25日讯）随着亚洲的需求提高，预料棕油价将会增长至与大豆油一致，更不再是价格最低的食用油。
彭博社报道指出，大马棕油目前在芝加哥期货交易所的交易价，比大豆油低17％。
因此，澳洲联邦银行商品策略师多宾表示，由于这两种食油的价格将来会趋向平行，这意味着如果在棕油投资1千万美元（约3千225万令吉），将至少会带来170万美元（约584万2千500令吉）的盈利。
美国农业部指出，收入增长，表示亚洲各发展中国家的人民皆使用棕油做为油炸和食品加工；原油价扬升至每桶100美元（约322.50令吉），提高了替代燃油（如菜油炼成的柴油）的需求。
中国或面对菜油短缺
此外，在消费走高的同时，中国供应量却因1月雪灾破坏农作物而可能下挫。
宝源投资管理集团经理鲁道夫说：“中国可能面对菜油短缺问题，这意味着他们将继续从其他国家入口食油。”
他补充，基于地理位置靠近中国，只需要较低的船运成本，作为棕油主要产国的大马和印尼，将取得最多的惠利。
肥料商 Potash 机构总执行长威廉则说：“全球有93％的棕油是用于应付食品需求。它的需求非常强劲，而我们也不认为这会停止增长。”
报道披露，美国也正购买更多棕油。该国食品药品管理局指出，大豆油有氢化至一些食品来加长可用期，这方式会带来导致心脏病的反式脂肪 。
纽约保诚金融机构高级油籽分析员安妃力克说：“非反式脂肪的因素，是促进棕油出口增加的主要原因。” |
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楼主 |
发表于 26-2-2008 10:18 AM
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大豆油创新高·投资者进场 棕油价格期货上涨达6％ 2008/02/25 17:55:33
●南洋商报
（吉隆坡25日讯）在大豆油创下新高，以及投资者在棕油价格展望会议之前，纷纷进场的利好因素激励下，原棕油价格期货再创新高，上涨幅度达到6％。
在中午休市时，大马衍生产品交易所5月份原棕油期货价格，弹升了216令吉，每公吨达到3千905令吉，盘中一度攀升至3千914令吉。
此外，中国油菜籽种植区受到气候变化影响而产量减少，因此市场预计中国市场对食油的需求将激增，也成为激励原棕油期货价格频频创下新高的因素之一。
芝加哥交易所的5月份大豆油价格期货，也冲破每磅64.20仙高点，而中国大连商品交易所5月份的大豆油期货也上扬至每公吨1万3千186人民币（约6千令吉）。
另外，独立调查机构Intertek表示，大马棕油出口在2月份至今的首25日内，较前期扬升了16％。
他指出，在2月份至今，大马棕油出口到达91万3千零62公吨，而1月份的棕油出口为78万4千439公吨。 |
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楼主 |
发表于 27-2-2008 12:03 PM
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看来泡沫越吹越大了。。。
Palm oil futures may rise to RM4,500
Published: 2008/02/27
PALM oil futures in Malaysia, the global benchmark, may rise as high as RM4,500 (US$1,405) a metric ton within a year if bad weather reduces oilseed supplies, according to industry analyst Dorab Mistry.
“The weather factor is critical with the current tightness in oilseed supplies, with all of us watching the South American soybean crop,” Mistry, director at Godrej International Ltd, said today at a conference in Kuala Lumpur.
Palm oil futures in Malaysia, the global benchmark, touched a record RM3,914 (US$1,221) a ton on February 25. The commodity has almost doubled in the past 12 months.
Mistry forecast Chicago soybean prices may exceed US$16 a bushel and soybean oil may reach US$1,500 a ton by June.
Meanwhile, Malaysian Palm Oil Board chairman Sabri Ahmad said Malaysian palm oil prices are unlikely to correct downwards in the first half of this year.
He was speaking to the major palm oil conference.
Malaysian palm oil futures yesterday fell as investors booked profits from a record rally on worries that funds had pushed the market too high, traders said.
The benchmark May contract on the Bursa Malaysia Derivatives Exchange closed down RM74 at 3,792 (US$1,181) a tonne, after going as low as US$3,760. - Bloomberg, Reuters
http://www.btimes.com.my/Current ... /Article/index_html |
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楼主 |
发表于 2-3-2008 11:06 AM
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22/02/2008，Kwantas的闭市价是RM4.14。
23/02/2008，我开帖讨论她。
29/02/2008，Kwantas的市价已经是RM5.30，整整起了RM1.16／28%。
我没买，不过我不会心痛啦。。。希望有买Kwantas的Kawan Kwantas来发表感言。Kwantas起了你们开心吗？
PRICES| Date | Open | High | Low | Close | Volume | Adj Close* | | 29-Feb-08 | 4.86 | 5.30 | 4.86 | 5.30 | 399,300 | 5.30 | | 28-Feb-08 | 4.72 | 4.86 | 4.72 | 4.86 | 305,900 | 4.86 | | 27-Feb-08 | 4.60 | 4.70 | 4.60 | 4.70 | 234,500 | 4.70 | | 26-Feb-08 | 4.44 | 4.56 | 4.42 | 4.56 | 181,200 | 4.56 | | 25-Feb-08 | 4.22 | 4.40 | 4.18 | 4.40 | 428,400 | 4.40 | | 22-Feb-08 | 4.12 | 4.14 | 4.06 | 4.14 | 138,900 | 4.14 |
[ 本帖最后由 Mr.Business 于 2-3-2008 11:11 AM 编辑 ] |
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发表于 12-5-2008 10:59 AM
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现在油棕现货市场的价格已突破RM３６００的价钱了，可是KWANTAS却没什么起色， 为什么？ |
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发表于 12-5-2008 11:12 AM
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发表于 12-5-2008 11:25 AM
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KWANTAS CORPORATION BERHAD STATUS : ACTIVE
COUNTRY Malaysia
SIC CODE VEG OIL MILLS,EX CORN & OTH (2076)
1ST FLOOR, FORDECO BUILDING, JALAN SINGAMATA, LAHAD DATU, SABAH
Tel: (60) 89 88 1188
Fax: (60) 89 88 3333
PROFILE BRIEF
The principal activity of the Company is investment holding. The principal activities of the subsidiaries are Operation of palm oil mills,palm kernel mill, palm oil refinery mill,the wholesaling and supply of diesel and lubricants, and trading of refined soya bean oil; Operation of oil palm plantations and a stone and gravel quarry;International trading and Rental of leasehold land.
DIRECTORS/ADVISORS
COB MOHD SARIT BIN HAJI YUSOH
CEO NGEN CHUNG KWAN
CEO/MD/PRESIDENT NGEN CHUNG KWAN
AUDITOR ERNST & YOUNG |
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发表于 12-5-2008 11:28 AM
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Fiscal Year
| | | | ISO Currency
| | | | Report Type
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| INCOME STATEMENT
| Net Turnover/Net Sales
| | | | EBITDA
| | | | EBIT
| | | | Net Profit
| | | | Ordinary Dividend
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| BALANCE SHEET
| Intangibles
| | | | Fixed Assets
| | | | Long Term Investments
| | | | Stocks/Inventories
| | | | Cash
| | | | Current Liabilities
| | | | Long Term Debt
| | | | Provisions
| | | | Minorities
| | | | Total Shareholders Equity
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| KEY RATIOS
| Operating Margin
| | | | Return on Equity Capital
| | | | Net Profit Margin
| | | | Current Ratio
| | | | Debt to Capital at Book
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发表于 12-5-2008 11:34 AM
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Recent Financial Results
Announcement
Date
| Financial
Yr. End
| Qtr
| Period End
| Revenue
RM '000
| Profit/Lost
RM'000
| EPS
| Amended
| 22-Feb-08
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| 30-Jun-08
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| 2
| 31-Dec-07
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| 1,017,500
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| 58,688
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| 17.50
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| -
| 28-Nov-07
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| 30-Jun-08
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| 1
| 30-Sep-07
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| 559,372
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| 22,572
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| 13.63
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| -
| 29-Aug-07
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| 30-Jun-07
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| 4
| 30-Jun-07
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| 636,636
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| 31,814
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| 17.74
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| -
| 28-May-07
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| 30-Jun-07
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| 3
| 31-Mar-07
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| 495,660
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| 30,309
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| 14.75
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| -
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[ 本帖最后由 vampire2000 于 12-5-2008 11:35 AM 编辑 ] |
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发表于 12-5-2008 11:39 AM
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Recent Change of Share Holdings Announcements
Announcement
Date
| Date of
Change
| Shrs Acquired/
(Disposed)
| Director/Substantial Shareholder
| Shrs Held
After Change
| 11-Mar-08
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| 04-Mar-08
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| (7,500)
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| eEmployees Provident Fund Board
| 18,258,700
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| 19-Feb-08
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| 05-Feb-08
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| (266,000)
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| eEmployees Provident Fund Board
| 18,266,200
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| 29-Jan-08
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| 15-Jan-08
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| (86,800)
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| Employees Provident Fund Board
| 18,532,200
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| 28-Jan-08
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| 14-Jan-08
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| (667,100)
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| Employees Provident Fund Board
| 18,619,000
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发表于 12-5-2008 11:52 AM
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關氏盈利前景佳
投資廣場 2008-03-31 15:08
原棕油高價、較高的鮮棕果串產量、樹齡逐漸成熟及下游業務盈利全面提高，關氏2008財年每股盈利料增長100%，2009和2010年則分別增23和7%，3年複合累積增長率達37%。
關氏屬一站式的種植集團，除了上游的油棕種植，也在沙巴和中國營運多項下游業務，包括生態燃料廠，採石和碎石廠以及批發潤滑油和柴油。
高效率和出口中國為該公司優，若算入週息率在內，整體回酬率高達46%。
該公司未來數年將增加1129公頃，樹齡低於4年的種植地段，同時集團的油棕樹樹齡未足25年，意味至少3年不須進行翻種計劃。
關氏（KWANTAS，6572；主板種植組）
主評：達證券
建議：買進
市值：12億5920萬令吉
核心業務：種植和相關業務
目標價：5令吉70仙
3月28日閉市：4令吉16仙
每股數據
財政年（30/6） 2007年 2008年*
本益比（倍） 16.8 8.6
每股盈利（仙） 46.8 57.2
每股股息（仙） 15 21
週息率（%） 3.7 5.2
股本回酬（%） 11.7 19.8
*預估
星洲日報／投資廣場／一週好介紹‧2008.03.31 |
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发表于 12-5-2008 03:11 PM
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KWANTAS 五月份的业绩几时才出？ 现在似乎没什么人注意。。业绩该会更上一层 |
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发表于 12-5-2008 04:52 PM
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我怀疑KWANTAS 不是种植股SECTOR而是＂下跌＂股SECTOR，大部分的种植股都随油棕价而上涨，只有它例外 |
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发表于 29-2-2012 02:14 AM
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SUMMARY OF KEY FINANCIAL INFORMATION | 31/12/2011 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 31/12/2011 | 31/12/2010 | 31/12/2011 | 31/12/2010 | | $$'000 | $$'000 | $$'000 | $$'000 | | 1 | Revenue | 322,749 | 342,040 | 682,600 | 610,498 | | 2 | Profit/(loss) before tax | 15,755 | 41,350 | 40,213 | 55,174 | | 3 | Profit/(loss) for the period | 12,565 | 37,600 | 32,913 | 45,174 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 12,607 | 37,667 | 33,010 | 45,369 | | 5 | Basic earnings/(loss) per share (Subunit) | 4.05 | 12.09 | 10.59 | 14.56 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| 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 ($$) | 4.0200 | 3.8600 |
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发表于 30-5-2012 01:08 AM
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SUMMARY OF KEY FINANCIAL INFORMATION | 31/03/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 31/03/2012 | 31/03/2011 | 31/03/2012 | 31/03/2011 | | $$'000 | $$'000 | $$'000 | $$'000 | | 1 | Revenue | 262,596 | 243,170 | 945,196 | 853,668 | | 2 | Profit/(loss) before tax | 4,725 | 18,651 | 44,938 | 73,825 | | 3 | Profit/(loss) for the period | 2,219 | 14,831 | 35,132 | 60,005 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 2,230 | 14,884 | 35,240 | 60,253 | | 5 | Basic earnings/(loss) per share (Subunit) | 0.72 | 4.78 | 11.31 | 19.33 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 3.8900 | 3.8600 |
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发表于 29-8-2012 11:06 PM
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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 |
| 1 | Revenue | 351,544 | 397,429 | 1,296,740 | 1,251,097 | | 2 | Profit/(loss) before tax | 5,415 | 74,155 | 50,353 | 147,980 | | 3 | Profit/(loss) for the period | 1,157 | 56,092 | 36,289 | 116,097 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 1,195 | 56,200 | 36,435 | 116,315 | | 5 | Basic earnings/(loss) per share (Subunit) | 0.38 | 18.03 | 11.69 | 37.32 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| 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 ($$) | 4.3600 | 3.8600 |
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发表于 29-11-2012 10:51 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2012 | 30/09/2011 | 30/09/2012 | 30/09/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 355,512 | 359,851 | 355,512 | 359,851 | | 2 | Profit/(loss) before tax | 8,757 | 24,458 | 8,757 | 24,458 | | 3 | Profit/(loss) for the period | 9,214 | 20,348 | 9,214 | 20,348 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 9,253 | 20,403 | 9,253 | 20,403 | | 5 | Basic earnings/(loss) per share (Subunit) | 2.97 | 6.55 | 2.97 | 6.55 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 4.3500 | 4.3500 |
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发表于 31-12-2012 09:15 PM
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關氏獲3利好支撐‧抵銷棕油跌價劣勢
大馬 2012-12-31 18:29
（吉隆坡31日訊）關氏（KWANTAS,6572,主板種植組）未來盈利表現料有希望改善，主要獲得3大利好支撐，包括大馬製造業領域前景轉好、中國經濟潛在复甦，以及上游業領域的鮮果串持續成長，從而抵銷棕油業出現的部份劣勢。
達證券指出，最近中國棕油市況出現改善跡象，銷售量及賺幅皆有增長，今年11月及12月的加工及油脂化學價格走高，惟暫時尚難以確定有關复甦能夠持續，或僅是短暫回彈，特別是年杪存貨，因2013年1月起的進口食油則需要更高的品質要求。
該行認為，大馬棕油下游業領域料在明年第三季反彈，主要是政府在2013年1月開始調整出口稅務架構，即減至零巴仙出口稅率，該公司將從中受惠，使其賺幅獲得增長所致。
2012年10日止財政年，該公司本身園坵的鮮果串回酬率跌至每公頃20公吨。比較2009年4月財政年的平均回酬率則為24至26公吨。而有關跌勢主要歸於兩大因素，即油棕樹已成熟及氣候欠佳。
該公司管理層披露，隨著氣候情況恢复正常，相信未來16個月至18個月，每公頃的鮮果串回酬率增加至24至25公吨。
惟該行則持較保守預測，即其2013年及2014年平均鮮果串回酬率為每公頃22公吨，主要是其56%種植區已過黃金期（16至25年），而黃金期（8年至15年）則僅占種植面積的39%。
目前該公司的生產成本為每公吨1千200令吉。管理層指出，雖然實施最低薪金制，不過，預料2013年財政年的生產成本保持平穩。
該行指出，計算其下游領域賺幅改善，該行將其2013年及2014年財政年的淨利預測，分別調高15.3%及13.5%，至4千590萬令吉及5千660萬令吉，而2015年則為7千830萬令吉。
由於該行採取謹慎態度，特別是該公司數次預測皆失准，使該行給於其目標價為1令吉86仙，或等於股價／賬面值比0.4倍，並給它“賣出＂評級，直到其未來1至2季的盈利展望較為清晰後，才檢討其評級。（星洲日報／財經）
http://biz.sinchew.com.my/node/68798?tid=6 本帖最后由 icy97 于 31-12-2012 09:19 PM 编辑
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发表于 29-1-2013 02:17 PM
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| KWANTAS CORPORATION BERHAD |
EX-date | 18/02/2013 | Entitlement date | 20/02/2013 | Entitlement time | 04:00:00 PM | Entitlement subject | First and Final Dividend | Entitlement description | First and final single tier dividend of 5 sen per ordinary share of RM0.50 each for the financial year ended 30 June 2012 pursuant to Paragraph 12B of Schedule 6 of the Income Tax Act 1967 | Period of interest payment | to | Financial Year End | 30/06/2012 | 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 | Symphony Share Registrars Sdn Bhd
Level 6, Symphony House, Block D13, Pusat Dagangan Dana 1,
Jalan PJU 1A/46, 47301 Petaling Jaya, Selangor | Payment date | 13/03/2013 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 20/02/2013 | 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 | 0.05 |
| Remarks : | NOTICE IS HEREBY GIVEN THAT the first and final single tier dividend of 5 sen per ordinary share of RM0.50 each for the year ended 30 June 2012 pursuant to Paragraph 12B of Schedule 6 of the Income Tax Act 1967 will be payable on 13 March 2013 to Depositors registered in the Records of Depositors at the close of business on 20 February 2013.
A Depositor shall qualify for entitlement only in respect of:-
(a) Shares transferred into the Depositors' Securities Account before 4.00p.m. on 20 February 2013 in respect of the transfers; and
(b) Share bought on Bursa Malaysia Securities Berhad on a cum entitlement basis according to the rules of Bursa Malaysia Securities Berhad |
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