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【VS 6963 交流专区】威城

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发表于 27-3-2014 12:39 AM | 显示全部楼层
國內外銷售提振 威城次季淨利暴漲90%

企業財經26 Mar 2014 23:00
(吉隆坡26日訊)威城(VS,6963,主要板工業)在截至2014年1月31日第2季財年報告,淨利按季度暴漲了90%至3758萬令吉。

威城今日向馬證交所報備,淨利主要是來自大馬營運及中國新工廠貢獻提振銷售。營業額則上揚57%,至3億6737萬令吉。

該公司全年淨利增長72.9%,至1332萬令吉,營業額按年漲43.2%,至8億463萬3000令吉,

該公司表明,大馬業務仍是該公司主要收入來源,主要是來自客戶訂單提升,推高公司營業額。

該公司董事經理顏森炎透過文告說:“雖全球市場仍處于不穩定階段,但感到欣慰的是,國內業務銷售額及新客戶有利產品組合仍持續增長中。”

展望未來,他指出:“我相信我們在亞洲的策略性地位,包括在大馬、印尼和中國工廠,將給予我們更大的靈活性,滿足客戶對生產的需求。”【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION
31/01/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/01/2014
31/01/2013
31/01/2014
31/01/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
367,370
233,943
804,633
561,782
2Profit/(loss) before tax
6,424
294
16,604
10,759
3Profit/(loss) for the period
3,563
-403
11,121
7,384
4Profit/(loss) attributable to ordinary equity holders of the parent
3,758
40
13,320
7,703
5Basic earnings/(loss) per share (Subunit)
2.07
0.02
7.35
4.25
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
2.20
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 ($$)
2.7100
2.6500

本帖最后由 icy97 于 27-3-2014 03:22 AM 编辑

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发表于 3-4-2014 03:33 AM | 显示全部楼层
V.S. INDUSTRY BERHAD

Type
Announcement
Subject
OTHERS
Description
Advances to subsidiary company, VS Marketing & Engineering Pte. Ltd., a company incorporated in Singapore for its investment in Serumi International Private Limited
1.      Introduction
The Board of Directors of V.S. Industry Berhad (“VSI”) wishes to inform the Exchange that VSI has provided a total advances of SGD591,600 (approximately RM1,537,273)to its subsidiary, VS Marketing & Engineering Pte. Ltd. (“VSME”), a company incorporated in Singapore.

VSME principal business activity is engineering activities in relation to electrical & electronic and technical consultancy.  The current paid up share capital of VSME is SGD1,600,000 comprising 1,600,000 shares of which VSI holds 51% of the aforesaid paid up share capital amounting to SGD816,000 comprising of 816,000 shares.   

The remaining 49% of the capital of VSME is held by the following shareholders:
Name of Shareholder

Paid up Capital in SGD


No. of Shares

Percentage of Shareholding (%)

Gan Swu Juan

80,000

80,000

5

Gan Swu San

80,000

80,000

5

Shu Chye Peng

240,000

240,000

15

V.  Plus Resources Pte. Ltd.

384,000

384,000

24

Total

784,000

784,000

49

Ms. Gan Swu Juan and Ms. Gan Swu San are the daughters of Mr. Gan Tiong Sia whereas V. Plus Resources Pte. Ltd. is a wholly owned company by Datuk Gan Sem Yam.

The current Directors of VSME are Datuk Gan Sem Yam, Mr. Gan Tiong Sia and Mr. Shu Chye Peng.  Datuk Gan Sem Yam and Mr. Gan Tiong Sia are Directors of VSI.

2.      Advances to VSME
VSI has provided a total advances of SGD591,600 to VSME in proportion of its 51% shareholding in VSME.  The remaining 49% of the proposed total advances to VSME amounting to SGD568,400 would be funded by all the other existing shareholders of VSME in proportion to their respective shareholdings as follows:
Name of Shareholder

Percentage of Shareholding (%) in VSME

Advances in SGD

Gan Swu Juan

5

58,000

Gan Swu San

5

58,000

Shu Chye Peng

15

174,000

V. Plus Resources Pte. Ltd.

24

278,000

Total

49

568,400


Hence, the total advances to VSME is SGD1,160,000.  

3.      Rationale for the Advances
The total advances of SGD1,160,000 to VSME would be used to finance VSME’s proposed investment in Serumi International Private Limited (“SIPL”) which constitute 58% of the initial investment of SGD2 million for SIPL’s venture into the production of Serumi Ionizers. The remaining 42% of the initial investment of SGD2 million in SIPL which is amounting to SGD840,000 would be contributed by the other joint venture parties namely Shanghai Kukou Industrial Co., Ltd and whose legal representative, Mr. Yan ShiHong at 40% and Mr. Toh Hong Chen at 2% via investment otherwise than cash in the form of intellectual and industrial property rights and etc.

4.      Method of Financing
The abovementioned total advances of SGD591,600 by VSI was by way of cash from internally generated fund.

5.       Effects of the advances to VSME
The advances do not have any effect on the issued and paid-up share capital of VSI and the Substantial Shareholders’ Shareholding. The advances also do not have any material impact on the Net Assets, earnings and gearings of the VSI’s Group of Companies.

6.       Approval Required
The advances to VSME are not subject to the approval of the shareholders of VSI and of any other authorities.

7.      Directors’ and Substantial Shareholders’ Interest
Save as disclosed in item 1, no other directors and/or substantial shareholders of VSI and persons connected to them, have any interest, direct or indirect, in the abovementioned advances to VSME.

8.      Statement by Directors
The Directors after taking into consideration all financial and other factors, are of the opinion that the advances to VSME are in the best and long term interests of VSI.

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发表于 26-5-2014 11:49 PM | 显示全部楼层
股海探温:威城净利上看4720万

财经周刊 投资观点 股海探温  2014-05-26 13:05

1.请问威城的业绩表现如何?
2.海外业务是否有改善的空间?
3.该集团未来展望是否可期?
4.该集团是否有派息政策?大概还会派多少股息?


威城(VS,6963,主板工业产品股)在2014财年次季净赚380万令吉,按年增加超过100%,但按季下跌61%。

首半年净利则达1330万令吉,比市场的全年净利预测高出2%。

由于国内销售组合改善,带动净利激增。

该集团主要净利贡献就是国内业务,税前盈利上升39%,因为对主要客户的销售较高,且成功多元化至高赚幅客户。

此外,自整合威城国际集团及其子公司后,威城进行的成本合理化策略已开始奏效。

今年以来,中国业务亏损已收窄;同时,脱售珠海的工业地皮,将取得可观的资金,但据知,仍处洽商阶段。

据了解,该集团已分配额外2000万令吉资本开销,购买新咖啡机模型的注塑机械,及在2014财年投资新组装线。

2015财年

更佳随着全球知名的咖啡机生产商客户推出新模型,料该扩展计划能够提高订单。

对此,我们认为,这将让集团的订单按年倍增。

加上完成品的订单企稳,包括吸尘器、遥控器、以及供应给其他家电和设备的印刷电路板组装(PCBA)和塑胶外壳,我们预计其2014财年营业额,将按年增43%,而净利则达3430万令吉。

至于2015财年,预计客户换新咖啡机,订单将进一步增加。

威城规模变大,且策略性削减成本模式,我们预计集团取得2.6%的较高赚幅,而2015财年净利可达4720万令吉。

可维持40%净利派息

虽然负债率为0.6倍,高于2013财年的0.4倍,但我们相信可维持其至少40%的派息率纪录。

假设从我们预计的2015财年每股盈利26.1仙中,派发40%比例给股东,这意味着每股股息达10.4仙,或相等于6.5%净周息率。

此外,我们把目标价格从1.95令吉,提高至2.05令吉,且维持“短期买入”评级。

以2015财年每股盈利及目前股价1.61令吉计算,其本益比为6.2倍,这比同行低37%。



【南洋网财经】
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发表于 26-6-2014 03:35 AM | 显示全部楼层
威城第3季淨利 翻漲近百倍

財經股市25 Jun 2014 22:00
(吉隆坡25日訊)有利的銷售組合以及成本效益的提高,推動威城(VS,6963,主要板工業)本財年截至4月底第3季,營業額按年增55%至3億7600萬令吉,淨利翻近百倍至381萬令吉,公司宣布每股派發2.5仙股息。

公司今日發佈最新業績,首3季營業額按年增47%至11.8億令吉,淨利漲一倍至1714萬令吉。

威城董事經理顏森焱透過文告說:“大馬業務已如期般改善淨利,我們努力從現有客戶中開發更多產品,同時在全球消費電器領域上,爭取更多新客戶,以貢獻未來業務成長和業績。”【中国报财经】
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发表于 26-6-2014 04:33 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/04/2014
30/04/2013
30/04/2014
30/04/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
375,996
242,349
1,180,629
804,131
2Profit/(loss) before tax
4,137
-121
20,741
10,638
3Profit/(loss) for the period
1,172
-315
12,293
7,069
4Profit/(loss) attributable to ordinary equity holders of the parent
3,815
38
17,135
7,741
5Basic earnings/(loss) per share (Subunit)
2.11
0.02
9.46
4.27
6Proposed/Declared dividend per share (Subunit)
2.50
0.00
4.70
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 ($$)
2.6800
2.6500

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发表于 26-6-2014 04:33 AM | 显示全部楼层
EX-date
01/08/2014
Entitlement date
05/08/2014
Entitlement time
04:00:00 PM
Entitlement subject
Second interim dividend
Entitlement description
Second interim single tier dividend of 2.5 sen per share
Period of interest payment
to
Financial Year End
31/07/2014
Share transfer book & register of members will be
01/08/2014 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:03-2264 3883
Payment date
15/08/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
05/08/2014
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
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.025

本帖最后由 icy97 于 10-7-2014 03:37 AM 编辑

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发表于 27-6-2014 03:42 AM | 显示全部楼层
第3季淨利翻近百倍 威城一度大漲11仙

財經股市26 Jun 2014 21:30
(吉隆坡26日訊)有利的銷售組合以及成本效益的提高推動威城(VS,6963,主要板工業)第3季淨利翻近百倍,該股受激勵在開市短短30分鐘后一度大漲11仙或近7%,以1.71令吉創寫52週新高紀錄。

業績報捷推動威城股價全日走高,開市先微揚2仙,以1.62令吉迎戰馬股。隨后該股持續高漲,一度漲11仙或近7%至1.71令吉,不但榮登10大上升股榜,還寫下52週新高紀錄。

休市前,漲幅雖稍微縮小,雖滑出10大上升股榜,但還是穩步走揚,威城以1.66令吉報休市,漲6仙,半日成交量達93萬3400股。

閉市時,威城揚7仙,報1.67令吉,成交量108萬700股。

興業證券研究分析報告指出,威城第3季營業額雖僅佔全年預測65.9%,但相信其塑料製造模型和Keurig公司品牌的單杯式咖啡機訂單將提高,並助改善末季業績表現。

“我們維持本財年營業額預測,但隨著銷量增加,和威城不斷提高產量以達致經濟效益,我們調高2015財年預測達20.5%至3170萬令吉。”

該行上調目標價至1.75令吉,但維持“中立”投資評級,因短期股價缺乏催化劑。【中国报财经】
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发表于 23-7-2014 01:21 AM | 显示全部楼层
產能料雙位數增長‧威城財測調高

2014-07-22 16:49      
(吉隆坡22日訊)威城(VS,6963,主板工業產品組)新咖啡機生產線投入運作,今明兩年產能有望呈雙位數增長,分析員看好工廠使用率和產品組合雙雙改善,將止住淨賺益跌勢,上調2014和2015財政年財測11.2%和20.8%。

香港公司前景充滿挑戰

興業研究近期造訪威城,並對產能顯著提昇感到驚喜,而管理層預見在子公司――香港威城國際集團有限公司(VSIG)前景依舊充滿挑戰的情況之下,2014/2015財政年產量仍將出現雙位數增長。

“我們相信下一季(2014財政年第四季)表現將最為強勁,主要是新咖啡機組裝生產線在5月投入運作後,產量已出現明顯增長。”

威城管理層透露,6月新款咖啡機產量將達到10萬台,而7月數量更將倍增,預見2015財政年集團涵蓋咖啡機的銷售將增長40%。

另一方面,受到最低薪金制上路、工廠使用率下跌、外匯虧損和VISG虧損影響下,威城2014財政年首9個月淨賺益企於1.5%,連續4個季度出現跌勢,但興業研究相信在工廠使用率,以及產品組合改善拉動下,2014/2015財政年淨賺益將改善至2%。

“有鑑於此,我們上調威城2014/2015財政年盈利目標11.2%和20.8%,但基於相關業務傳統賺益低,加上集團成本合理化可能需時帶來正面效益,因此維持其`中和’評級不變,目標價則提高至2令吉。”(星洲日報/財經‧報道:洪建文)
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发表于 2-8-2014 02:59 AM | 显示全部楼层
Date of change
01/08/2014
Name
Chang Tian Kwang
Age
49
Nationality
Malaysian
Designation
Alternate Director
Directorate
Executive
Type of change
Resignation
Reason
To pursue his own venture
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
Chartered Accountant of Malaysian Institute of Accountants
Master in Business Administration from the Preston University, USA
Bachelor of Accountancy (Honours) Degree from University of Malaya
Working experience and occupation
He was the Group Financial Controller prior to his resignation. He has gained more than 20 years experience in corporate finance, financial management and audit.

Date of change
01/08/2014
Name
Chong Chin Siong
Age
47
Nationality
Malaysian
Type of change
Appointment
Designation
Alternate Director
Directorate
Executive
Qualifications
Bachelor of Management (Accounting and Financial Management) Degree from Universiti Sains Malaysia
Working experience and occupation
Prior to joining V.S. Industry Berhad, he was the Corporate Finance Controller of V.S. International Group Limited. He has gained more than 15 years experience in internal audit, corporate finance and financial management in a number of public listed companies in Malaysia.
本帖最后由 icy97 于 2-8-2014 03:23 AM 编辑

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发表于 12-8-2014 03:15 AM | 显示全部楼层
Notice of Person Ceasing (29C)
V.S. INDUSTRY BERHAD

Particulars of substantial Securities Holder
Name
Inabata & Co., Ltd
Address
1-15-14, Minamisemba, Chuo-ku, Osaka 542-8558, Japan
NRIC/Passport No/Company No.
N/A
Nationality/Country of incorporation
Japan
Descriptions (Class & nominal value)
Ordinary share of RM1.00 each
Date of cessation
07/08/2014
Name & address of registered holder
Inabata Sangyo (HK) Ltd Suite 3009-3012, 30/F, Tower 2, The Gateway, Harbour City, Kowloon, Hong Kong
Currency
Malaysian Ringgit (MYR)
Number of securities disposed
9,371,250
Price Transacted ($$)

Circumstances by reason of which a person ceases to be a substantial securities Holder
Disposal of indirect interest
Nature of interest
Indirect
Date of notice
07/08/2014

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发表于 27-8-2014 03:45 AM | 显示全部楼层
新款咖啡機生產增 威城末季盈利料改善

財經股市26 Aug 2014 21:22
(吉隆坡26日訊)雖然威城(VS,6963,主要板工業)前3季業績表現落后預期,但在強勁新訂單數額貢獻下,估計末季盈利將有所改善,而且該公司採取至少40%派息政策,提供5%淨利息收益。

肯納格證券研究認為,威城盈利前景可期,主要由新款咖啡機生產提升貢獻。儘管公司管理層認為,這新咖啡機生產線將有40%成長,但分析師保守估計按年漲幅為25%。

加上其他成品產品訂單,估計威城2014財年營業額按年漲43%,以2.6%淨利賺幅計算,淨利將達4720萬令吉。

維持至少40%派息率

該公司在收購子公司后,負債率從去年的0.4倍增至0.6倍,但相信威城會維持至少40%派息率。如果以2015財年每股盈利預測達26.1仙計算,保守估計派息率維持在40%,相等于每股10.4仙股息,這提供5%的淨利息收益。

報告維持威城“短線買進”評級,合理價從2.05令吉上修至2.61令吉。

“我們相信有必要進行重估,因該公司具可觀收益表現,甚至是5%淨收益。”

以現有股價水平計算,威城估值可謂便宜,而且2015財年達8.3倍本益比估值,是同行的30%折扣。

威城以2.19令吉開市,早盤一度起8仙至2.25令吉,休市掛2.21令吉,起4仙;閉市收在2.20令吉,起3仙,成交量192萬6600股。【中国报财经】
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发表于 1-10-2014 02:47 AM | 显示全部楼层
威城末季每股派息7仙

企業財經30 Sep 2014 22:00
(吉隆坡30日訊)威城(VS,6963,主要板工業)截至7月底2014財年末季,淨利從3617萬令吉微增至3645萬令吉,並宣布每股派發7仙股息,使全年每股派息從5仙增至11.7仙。

同期,營業額按年起48.5%,達5億3445萬令吉。

至于全年淨利從4391萬令吉,按年漲22%至5389萬令吉;營業額按年增43.4%,至17億1508萬令吉,對比2013財年為11億6391萬令吉。

威城董事經理拿督顏森炎發布文告指出:“我們在國內銷售訂單顯著提升,尤其末季期間。我們樂觀看待与客戶持續發展,對2014財年作出正面貢獻。”

該公司將通過加強研發能力和提升成本效益,增進与全球客戶的合作關係。【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION
31/07/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/07/2014
31/07/2013
31/07/2014
31/07/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
534,453
359,780
1,715,082
1,163,911
2Profit/(loss) before tax
21,252
38,809
41,993
49,447
3Profit/(loss) for the period
34,329
32,898
46,622
39,967
4Profit/(loss) attributable to ordinary equity holders of the parent
36,450
36,169
53,585
43,910
5Basic earnings/(loss) per share (Subunit)
19.97
19.96
29.52
24.23
6Proposed/Declared dividend per share (Subunit)
7.00
3.00
11.70
5.00


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 ($$)
2.8400
2.6500


本帖最后由 icy97 于 1-10-2014 03:38 AM 编辑

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发表于 1-10-2014 03:39 AM | 显示全部楼层
EX-date
13/10/2014
Entitlement date
15/10/2014
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Third interim single tier dividend of 3.5 sen per share
Period of interest payment
to
Financial Year End
31/07/2014
Share transfer book & register of members will be
15/10/2014 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: 03-2264 3883
Payment date
30/10/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
15/10/2014
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
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.035

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发表于 1-10-2014 03:40 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
V.S. INDUSTRY BERHAD
PROPOSED FINAL SINGLE TIER DIVIDEND
The Board is pleased to announce the proposed final single tier dividend of 3.5 sen for the financial year ended 31 July 2014. The said proposed dividend is subject to the shareholders' approval at the forthcoming Annual General Meeting. The details of the book closure date and payment date will be announced at a later date.

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发表于 2-10-2014 01:08 AM | 显示全部楼层
出口獎掖推動‧威城前景看俏

2014-10-01 16:29      
(吉隆坡1日訊)威城(VS,6963,主板工業產品組)業績超越預期,在咖啡機及出口稅收獎掖的推動下,分析員看好該公司的前景。
威城2014財政年淨利增加了22%至5千360萬令吉,相等於市場預測全年淨利的169.6%。

興業研究表示,威城的淨利提昇歸功於馬來西亞業務的盈利改善、供出口的咖啡機獲稅收獎掖。不過,儘管淨利成長,但威城子公司威城國際集團仍處於虧損狀態,也預計需要一些時間才可轉虧為盈。

該公司主要面對全球經濟比預期疲弱及過份依賴數個主要客戶的風險。

由於2014年業績出色,興業研究上調該公司2015財政年業績預測60%,預期現有咖啡機型號銷售保持動力、新咖啡機型號在2015財政年第四季推出後將貢獻銷售額,及稅收獎掖會帶動威城成長,該公司還有剩餘1千500萬令吉稅務獎掖可在2015財年使用。

興業研究在上調財測後,將該股升級至“買入”,目標價從2令吉上調至2令吉92仙。(星洲日報/財經‧報道:陳林德)
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发表于 3-10-2014 04:02 PM | 显示全部楼层
下跌风险有限 末季趁低吸购心水股
财经新闻 财经  2014-10-02 11:49
http://www.nanyang.com/node/653119?tid=462

(吉隆坡1日讯)在踏入10月份,也就是股市正式踏入末季尾声,投资者应当采取什么投资策略?

肯纳格投行的投资策略报告指出,富时隆综指在末季下跌风险有限,但涨幅顶限可能受数个负面因素抑制,建议投资者应当采取“趁低买入”策略。

进入末季,本地股票市场可能受几个因素如传统利好季度(末季和首季)、强劲国内流通等扶持;不过,美元走强导致外资流出,以及缺乏催化因素等负面消息将抑制股票市场涨幅。

肯纳格投行指出,近期刚结束的季度业绩表现平淡,在上季,该投行所覆盖的企业当中,有37.4%交出逊于预期表现。

综指目标降至1910点

因此,他将今年富时隆综指的核心净利增长从11.8%,重新调整至4.9%。

随着消费税即将在明年4月落实,该投行预计,企业盈利将因为需求走低,以及赚幅因高企营运成本而压低,而交出营收缓慢增长表现。

为了符合疲弱业绩,以及不被看好的盈利增长展望,该投行也将指数目标调低至1910点,与市场符合。

他表示,同行已将今年盈利增长下调至3.8%;年末指数目标也下调10点,至1945点。

等待橱窗效应反弹

另一方面,富时隆综指上扬动力表现平淡,与同行指数目标比较,仍有5.1%折价;但,在纳入有利的季节因素后,下跌空间其实相当有限。

因此,肯纳格投行建议投资子和应当采取“趁低买进”策略。

他建议,投资者可以年初至今表现,寻觅表现被低估的公司,等待因为橱窗效应而反弹的机会,如沙肯石油(SKPETRO,5218,主板贸服股)以及国油石化(PCHEM,5183,主板工业产品股)。

对于2015年财政预算案,肯纳格投行认为,相信不会对股票市场带来太大波动,除非企业收入税因为消费税落实而出现大幅削减。

“不过,任何特定领域的惊喜可被视为重估利好因素。”

选股策略:从消费税得益 并购产业

大部分富时隆综指成分股作价已相当高,肯纳格投行认为,投资者应选购谨慎,并提出3项选股建议。

肯纳格投行表示,投资者可以考虑因消费税而受益,或不会受到太大冲击的领域或股项为投资主体,如出口为导向领域,包括电子业、代工和手套制造商。

“在辅以疲弱令吉疲弱趋势,以及新产品推出,我们相信马太平洋(MPI,3867,主板科技股)以及威城(VS,6963,主板工业产品股)将是这当中的最佳代表。”

第二,考虑有企业活动消息带动的领域或股项,如近期正洽谈合并的联昌国际(CIMB,1023,主板金融股)、兴业资本(RHBCAP,1066,主板金融股)和马建屋(MBSB,1171,主板金融股)。

此外,森那美(SIME,4197,主板贸服股)也有可能进行分拆汽车业务活动,这相信会对股价有潜在正面影响。

第三,选出最佳的产业股作为超额收益股项(Alpha Stock)。

虽然该投行对于不太看好产业领域,但一些可负担房屋发展商如华阳(HUAYANG,5062,主板产业股)和金群利集团(MATRIX,5236,主板产业股)仍受看好。

他表示,产业领域仍有相当多符合回教教义的股项,且在股市中占相当大比例。

本帖最后由 icy97 于 3-10-2014 04:11 PM 编辑

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发表于 30-11-2014 06:07 AM | 显示全部楼层
V.S. INDUSTRY BERHAD

EX-date
08/01/2015
Entitlement date
12/01/2015
Entitlement time
05:00:00 AM
Entitlement subject
Final Dividend
Entitlement description
Final single tier dividend of 3.5 sen per share
Period of interest payment
to
Financial Year End
31/07/2014
Share transfer book & register of members will be
12/01/2015 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: 03-2264 3883
Payment date
28/01/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
12/01/2015
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
0.035

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发表于 10-12-2014 04:39 AM | 显示全部楼层
威城子公司持股降至45.4%

企業財經9 Dec 2014 23:00
(吉隆坡9日訊)威城(VS,6963,主要板工業)子公司V.S.國際集團完成配售2億6668萬股新股,並集得1億1700萬港元(約5257萬令吉)資金,但威城在后者持股權將降至45.4%。

該公司向馬證交所報備,V.S.國際集團通過配售新股集資1億1700萬港幣(約5257萬令吉),供營運資本用途,未來若有機會也會用以進行投資。新股配售給不少于6個獨立單位,与公司及董事沒有直接關係。

V.S.國際集團的股本擴大后,威城的持股權將從53.5%降低至45.4%,但不會影響公司淨資產、盈利和負債率水平。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
DECREASE OF SHAREHOLDINGS IN SUBSIDIARY, V.S.INTERNATIONAL GROUP LIMITED ("VSIG") ARISING FROM THE ALLOTMENT OF NEW SHARES BY VSIG
1.      Introduction
         The Board of Directors of V.S. Industry Berhad (“VS”) wishes to inform the Exchange that the Company holds 800,087,971 shares representing 53.5% of the total existing issued share capital of V.S. International Group Limited (“VSIG”).

         The Company’s subsidiary, VSIG is a company incorporated in the Cayman Islands with limited liability and listed on the Stock Exchange of Hong Kong Limited. VSIG has completed the placing of 266,680,000 new shares (“Placing Shares”) representing approximately 17.82% of the existing issued share capital of VSIG at the net proceeds of approximately HK$117.0 million (“Placing”).

         The Placing Shares have been successfully placed with not less than six Placees and their ultimate beneficial owners (if applicable) who are third parties independent of and not connected with VSIG and its connected persons.


2.      Rationale for the Placing
         The net proceeds from the Placing of approximately HK$117.0 million which is intended to be applied to the general working capital of the Group and,  as and when opportunities arise, for possible future investments.

3.      Effects of the Placing to VS
Upon the immediate completion of the Placing, the enlarged shares of VSIG in issue is 1,763,221,547 shares as compared to the existing 1,496,541,547 shares and the  percentage of shareholding of the Company in VSIG upon the immediate completion of the Placing would be decreased to 45.4%.

However, the Placing does not have any effect on the issued and paid-up share capital of VS and the Substantial Shareholders’ Shareholding. The Placing also do not have any material impact on the Net Assets, earnings and gearings of the VS’s Group of Companies.

4.       Approval Required
          The Placing is not subject to the approval of the shareholders of VS and of any other authorities.

5.      Directors’ and Substantial Shareholders’ Interest
         The Directors and/or Substantial Shareholders of VS and persons connected to them, do not have any interest, direct or indirect, in the Placing.

6.      Statement by Directors
         The Directors after taking into consideration all financial and other factors, are of the opinion that the Placing is in the best and long term interests of VS.
本帖最后由 icy97 于 10-12-2014 07:52 PM 编辑

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发表于 18-12-2014 10:00 PM | 显示全部楼层
本帖最后由 icy97 于 18-12-2014 11:29 PM 编辑

每股派息3仙 威城首季淨利3倍增

企業財經17 Dec 2014 21:05
(柔佛17日訊)威城(VS,6963,主要板工業)截至10月底首季淨利按年3倍漲至3522萬4000令吉,相比上財年同期的960萬令吉。

該公司發佈文告指出,營業額按年增長24.5%,從4億3730萬令吉增至5億4460萬令吉。

威城指出,大馬業務的銷售貢獻最大,達3億8780萬令吉,按年大增40.2%;其余的貢獻來自中國及印尼,分別達1億3650萬令吉及2010萬令吉。

該公司董事經理顏森炎在文告中指出,一般上首季及末季都是公司的銷售旺季,配合佳節訂單會增多。

“首季的表現也說明我們與擴充中的國際品牌的友好關係。此外這也是近年來我們在大馬積極擴充產能的成果。”

同時,該公司也宣佈派發比上財年更高的股息,每股3仙,上財年同期為每股2.2仙。【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION
31/10/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/10/2014
31/10/2013
31/10/2014
31/10/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
544,558
437,263
544,558
437,263
2Profit/(loss) before tax
42,701
10,180
42,701
10,180
3Profit/(loss) for the period
34,238
7,468
34,238
7,468
4Profit/(loss) attributable to ordinary equity holders of the parent
35,224
9,562
35,224
9,562
5Basic earnings/(loss) per share (Subunit)
17.94
5.28
17.94
5.28
6Proposed/Declared dividend per share (Subunit)
3.00
2.20
3.00
2.20


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 ($$)
2.9300
2.8400


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发表于 18-12-2014 11:57 PM | 显示全部楼层
EX-date
26/02/2015
Entitlement date
02/03/2015
Entitlement time
05:00:00 PM
Entitlement subject
First Interim Dividend
Entitlement description
First interim single tier dividend of 3.0 sen per share
Period of interest payment
to
Financial Year End
31/07/2015
Share transfer book & register of members will be
02/03/2015 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: 03-2264 3883
Payment date
16/03/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
02/03/2015
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
0.03

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