【CMSB 2852 交流专区】砂查也玛特

icy97

EX-date	21 Sep 2015
Entitlement date	23 Sep 2015
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Tax Exempt (Single-Tier) Dividend of 1.50 sen per ordinary share for the financial year ending 31 December 2015
Period of interest payment	to
Financial Year End	31 Dec 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	Symphony Share Registrars Sdn BhdLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaSelangor Darul EhsanTel: 03-7849 0777
Payment date	22 Oct 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	23 Sep 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	0.0150
Par Value	Malaysian Ringgit (MYR) 0.500

icy97

砂查也马特净利跌39%

财经新闻 财经  2015-08-28 12:47
（吉隆坡27日讯）由于业务普遍表现欠佳，砂查也马特（CMSB，2852，主板工业产品股）截至6月杪次季净赚按年跌38.5%，不过仍派息1.5仙。

次季净赚为4066万1000令吉，去年同期为6611万7000令吉。

同期营业额则从3亿8336万2000令吉，微跌1.7%，至3亿7685万5000令吉。

合计首半年，净赚按年下挫6.6%，报9808万4000令吉；不过营业额则转好，年增14.7%，至8亿6784万4000令吉，归功于建材与贸易、以及道路维修业务带动。
派息1.5仙

同时，该公司宣布将于10月22日派息1.50仙，除权日为下月21日。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2015	30 Jun 2014	30 Jun 2015	30 Jun 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	376,855	383,362	867,844	756,601
2	Profit/(loss) before tax	66,707	98,648	161,717	164,839
3	Profit/(loss) for the period	50,132	76,272	121,146	123,974
4	Profit/(loss) attributable to ordinary equity holders of the parent	40,661	66,117	98,084	105,013
5	Basic earnings/(loss) per share (Subunit)	3.80	6.39	9.30	10.22
6	Proposed/Declared dividend per share (Subunit)	1.50	1.50	1.50	1.50
		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 ($$)	1.7400		1.7400

icy97

icy97 发表于 3-4-2015 04:37 AM
砂日光1.9亿购50%　获电讯塔商控制权

二零一五年四月三日 晚上九时四十九分

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED ACQUISITION OF 42,435,817 ORDINARY SHARES OF RM1.00 EACH IN SACOFA SDN. BHD. ("SACOFA") REPRESENTING 50.0% OF THE ISSUED AND PAID-UP ORDINARY SHARE CAPITAL OF SACOFA FROM THE STATE FINANCIAL SECRETARY OF SARAWAK ("VENDOR" OR "SFS")
This announcement should be read in conjunction with the earlier announcements made on 2 April 2015, 3 April 2015, 6 April 2015, 7 April 2015, 2 July 2015, 14 August 2015 and 30 September 2015. Unless otherwise stated, all capitalised terms herein shall have the same meaning as those set out in the announcement dated 2 April 2015. On behalf of the Board, Kenanga IB is pleased to announce that the Proposed Acquisition has been completed following the fulfilment of all Conditions Precedent, further details of which are set out in the attached file. This announcement is dated 23 October 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4901285

Attachments CMSB - Announcement (23 October 2015).pdf

icy97

砂查也马特赚6548万

财经新闻 财经  2015-11-26 14:20
（吉隆坡25日讯）由于去年同期因子公司清盘，而取得显著的一次性收益，导致砂查也马特（CMSB，2852，主板工业产品股）截至9月30日第三季，净利按年减少9.53%。

公司第三季净赚6548万令吉，或每股净利6.09仙，低于上财年同期7237万9000令吉或6.97仙。

同时，营业额按年减少0.30%，达4亿1184万令吉。

至于首九个月净利则按年萎缩7.8%，达1亿6356万令吉或每股15.41仙；营业额则增9.41%，达12亿7969万令吉。

集团董事经理拿督理查卡特表示，虽然部分业务取得强劲销售，但是今年首九个月对于砂查也马特来看，是相当挑战的一年。

“很大的原因是不在我们控制范围内的宏观因素，如美元走强，导致原料成本和进口洋灰成本升高。不过，持续关注在砂拉越的基建发展，让我们的建筑原料和贸易，以及建筑和道路维修部的税前盈利显著获得改善。”

在取得稳定的首九个月业绩，集团对今年取得良好的业绩表现感到乐观。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	411,844	413,067	1,279,688	1,169,668
2	Profit/(loss) before tax	104,564	104,179	266,281	269,018
3	Profit/(loss) for the period	77,419	85,696	198,565	209,670
4	Profit/(loss) attributable to ordinary equity holders of the parent	65,480	72,379	163,564	177,392
5	Basic earnings/(loss) per share (Subunit)	6.09	6.97	15.41	17.20
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	1.50	1.50
		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 ($$)	1.7900		1.7400

icy97

砂查也马特应对令吉贬值 CMS洋灰明年涨价4.6%

财经新闻 财经  2015-12-09 09:34
（吉隆坡8日讯）由于令吉贬值，砂查也马特（CMSB，2852，主板工业产品股）旗下独资子公司CMS洋灰私人有限公司宣布，明年1月起，洋灰价格平均上调4.6%。

该公司发表文告，上调价格是为了维持洋灰制造和供应业务的素质。

该公司指出，因为生产洋灰的主要原料都以美元采购，令吉自今年1月持续贬值后，导致该公司的洋灰生产成本，上涨至史无前例的水平。

此外，器材和配件及船运费，也都以美元计算。

CMS洋灰透露，由于截至上月中，令吉兑美元贬值达24.8%，该公司自今年初原料价格就大幅上涨。

砂查也马特董事经理拿督理查卡特指出，该集团已经吸纳了大幅外汇冲击，并采取了数项成本节省措施，但令吉贬值严重冲击洋灰业务表现和公司的盈利。

他说，若这情况继续，该公司将无法达到长期内的增长承诺。【南洋网财经】

icy97

砂查也马特宣布涨价　洋灰股上扬

财经  2015年12月09日
（吉隆坡9日讯）面对令吉贬值导致製造成本上涨，砂查也马特（CMSB，2852，主板工业股）宣布从明年1月开始调升洋灰价格，分析员认为，在市场强大需求的支撑下，洋灰涨价將不会显著影响销量。

该股今日以5.29令吉高开后，一度回软至全天最低5.22令吉，但在不久后便开始反弹。最终以5.35令吉掛收，全天起7仙或1.326%。全天共有58万6500股易手，高于週二的47万4600股。

其他洋灰股，今日股价也同步上升，大马拉法基（LAFMSIA，3794，主板工业股）涨4仙或0.442%，收在9.09令吉；大石机构（TASEK，4448，主板工业股）则走高2仙或0.139%，以14.42令吉掛收。

安联星展研究分析员表示，砂查也马特宣布，明年起將洋灰平均售价调高4.6%，有助于抵消因令吉贬值对其製造成本的不利影响。该公司必须从海外引进生產洋灰所需的原料，因其本身的洋灰原料製造厂只能供应该公司所需的其中50至60%。

比较大马半岛，东马的洋灰市场竞爭较小，加上市场对洋灰的需求殷切，分析员料该公司起价，需要承受的市场压力较小。早在2014年初，砂查也马特也曾经上调洋灰价格5至9%。

分析员將该公司2016和2017財政年的每股盈利预测上调7%。

按该公司2016財政年15.4倍本益比计算，分析员维持该股「中和」投资评级，也將目標价格从5令吉，调高至5.40令吉。【东方网财经】


砂查也马特 洋灰涨价无损竞争力
财经 股市 行家论股  2015-12-11 14:08
http://www.nanyang.com/node/738509?tid=462

icy97

Changes in Sub. S-hldr's Int. (29B)

CAHYA MATA SARAWAK BERHAD

Particulars of substantial Securities Holder

Name	SARAWAK ECONOMIC DEVELOPMENT CORPORATION
Address	6th - 11th Floor, Menara SEDC Jalan Tunku Abdul Rahman Kuching 93100 Sarawak Malaysia.
NRIC/Passport No/Company No.	PPESORD31967
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM 0.50 each
Name & address of registered holder	Sarawak Economic Development Corporation6th - 11th Floor, Menara SEDCJalan Tunku Abdul Rahman93100 Kuching, Sarawak

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Disposed		21 Dec 2015	20,000,000

Circumstances by reason of which change has occurred	Disposal
Nature of interest	Direct Interest
Direct (units)
Direct (%)
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	60,896,080
Date of notice	21 Dec 2015

icy97

Type	Announcement
Subject	OTHERS
Description	CAHYA MATA SARAWAK BERHAD ("CMSB" OR "COMPANY")PROPOSED INTERNAL REORGANISATION WITHIN THE GROUP ("PROPOSED INTERNAL REORGANISATION")
The Board of CMSB wishes to announce that the Company and its subsidiaries ("CMSB Group") are undertaking a Proposed Internal Reorganisation which will result in the transfer of the Company's internal management services function and its investment properties to Cahya Mata Sarawak Management Services Sdn Bhd (formerly known as CMS Modular Housing Sdn Bhd) ("CMS Management Services"), a wholly owned subsidiary of CMSB. Such internal management services functions amongst others include the provisions of human resources and procurement services to CMSB Group. In order to effect the Proposed Internal Reorganisation, CMSB had transferred its management services, investment properties and assets related to the provision of this function to CMS Management Services and CMS Management Services had entered into separate Service Agreements with CMSB and each of CMSB's subsidiary companies for the provision of this function effective 1 January 2016. The Proposed Internal Reorganisation is to enhance the operational efficiency of the CMSB Group and will not have any effect on the issued and paid-up share capital and the substantial shareholders' shareholdings of the Company, earnings, net assets and gearing of the CMSB Group for the financial year ending 31 December 2016. Barring any unforeseen circumstances, the Proposed Internal Reorganisation is expected to be completed by the first quarter of 2016. This announcement is dated 4 January 2016.

icy97

負面情緒籠罩‧砂州日光不起反跌

2016-01-12 09:34      
（吉隆坡11日訊）雖然砂州日光（CMSB，2852，主板工業產品組）看好可受惠於砂州大選及砂州再生能源走廊（SCORE）等項目，然而股價卻受市場負面情緒影響，不起反跌。

該股以5令吉10仙開盤，盤中走勢開高走低，一度跌至5令吉水平，創2個月低點，閉市下滑0.7仙或1.38%至5令吉零1仙。

該集團洋灰售價從2016年1月1日起調漲4.6%，獲興業研究上調2015至2017財政年盈利0.6至1.9%，目標價調高至5令吉86仙，維持“買進”評級不變。

該行預見，短期利好催化因素包括砂州大選、SCORE及產業業務，有望受惠於總值260億令吉泛婆羅洲大道工程、Mambong新磨碾廠投運及新收購業務全年貢獻，預計2016/2017財政年獲利3千500萬及3千600萬令吉。

股價：5令吉零1仙
總股本：10億7千400萬股
市值：53億8千100萬令吉
30天日均成交量：85萬股
最新季度營業額：4億1千184萬4千令吉
最新季度盈虧：淨利6千548萬令吉
每股淨資產：1令吉79仙
本益比：25.93倍
週息率：1.68%
大股東：Majaharta私人有限公司（13.6%）（星洲日報／財經）

icy97

砂查也马特财务佳 回债企业信评稳定

财经新闻 财经  2016-01-20 10:03
（吉隆坡19日讯）大马评估机构（RAM）对砂查也马特（CMSB，2852，主板工业产品股）建议的10亿令吉回教债券计划，给予“AA3/稳定”初步评级，并重申该公司的“AA3/稳定/P1”企业信贷评级。

大马评估机构在文告中指出，有关评级反映了砂查也马特良好的财政状况，同时，该公司的业务强劲，也继续为评级带来支撑。

“虽然该公司建议的回债计划，可能会提高负债，但我们还是看好财政状况可维持在健康水平。”

同时，砂查也马特在过去5年，依然保持净现金状态，也获得大马评估机构的青睐。

该机构也表示，砂查也马特是砂拉越的独家混凝土制造商，加上收入来源多元化，也是砂拉越再生能源走廊（SCORE）的主要赢家，因此中期的展望相当明朗。

“值得注意的是，该公司所有业务都集中在砂拉越，因而高度依赖当地的经济发展状况，假设砂拉越陷入经济放缓，就会冲击该公司的表现，进而影响有关评级。”【南洋网财经】

icy97

砂州日光：可應付泛婆大道洋灰需求

2016-03-01 08:47      
（吉隆坡29日訊）砂州日光（CMSB，2852，主板工業產品組）表示從未被指定為泛婆羅洲特定洋灰供應商，惟該公司仍有足夠的能力供應該項工程原料需求。

據媒體報道，指稱該公司無法滿足泛婆羅大道洋灰原料需求，喪失作為泛婆羅洲大道指定洋灰供應商地位。部份洋灰需求可能從國外進口，又或者一些來自半島和當地其他洋灰生產商將從中分一杯羹。

砂州日光在文告中表示，公司3間位於當地的工廠一年的產能洋灰產達275萬公噸，而近期預測的預求為180萬公噸，剩餘的產品公司將用於作為砂拉越未來的基建成長需求儲備。

該公司預測大道工程前期工程需求，年度洋灰需求不會超過當地的產能，就算在高峰期15萬至20萬公噸需求，這也只是砂拉越日光總產能的8%。這表示該公司無需和其他洋灰生一起合作以滿足泛婆羅洲大道的需求。

第四季淨利成長78%

該公司在盤後宣佈業績，在道路建築及維修、建材交易以及洋灰部門貢獻良好的情況下，其截至2015年12月31日止第四季淨利按年成長77.55%至7千802萬3千令吉，帶動全年成長9.14%至2億4千158萬7千令吉。

派息3仙

該公司第四季營業額也按年成長0.8%至5億零833萬7千令吉，全年營業額同樣上漲6.81%至17億8千802萬5千令吉。

董事部也建議派發每股3仙終期股息，除權日待定。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	508,337	504,230	1,788,025	1,673,898
2	Profit/(loss) before tax	115,373	72,434	381,654	341,452
3	Profit/(loss) for the period	99,093	55,938	297,658	265,608
4	Profit/(loss) attributable to ordinary equity holders of the parent	78,023	43,943	241,587	221,335
5	Basic earnings/(loss) per share (Subunit)	7.26	4.23	22.69	21.42
6	Proposed/Declared dividend per share (Subunit)	3.00	7.00	4.50	8.50
		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 ($$)	1.8800		1.7400

icy97

Type	Announcement
Subject	OTHERS
Description	Proposed final tax exempt (single-tier) dividend for the financial year ended 31 December 2015
The Board of Cahya Mata Sarawak Berhad ("CMSB") is pleased to propose a final tax exempt (single-tier) dividend of 3 sen per share in respect of the financial year ended 31 December 2015. The final dividend is subject to shareholders' approval at the forthcoming Forty-First (41st) Annual General Meeting of CMSB. This announcement is dated 29 February 2016.

icy97

砂查也马特 减少派息留财力

财经 股市 行家论股  2016-03-02 11:49

目标价：5.35令吉

最新进展
砂查也马特（CMSB，2852，主板工业产品股）2015年第四季净利，年增78%、季增19%，至7800万令吉；全年净利达2亿4200万令吉，按年上涨9%。

同时，税前盈利年增12%，归功于强劲的建筑原料销售量、建筑和道路维护业务较高贡献，以及先前向砂州政府收购的通讯公司砂科法（SACOFA），在11月开始贡献。

行家建议
砂查也马特全年净利符合预期，是我们预估的104%；但是，终期股息3仙，仅将全年股息推高至4.5仙，较前年少了47%，让人失望。

再者，这也意味着，派息率仅有20%，低于40%的派息政策。

较低的股息派发，是因为管理层保留现金，以强化资产负债比例，面对当前艰巨的经济环境。

无论如何，砂查也马特仍是泛婆罗大道的主要潜在受惠者，有望获得建筑工程和原料供应合约，展望依旧光明。

我们维持财测预估，在明日（2日）的分析员汇报会前，暂维持5.35令吉的目标价。



分析：马银行投行研究

【南洋网财经】

icy97

CAHYA MATA SARAWAK BERHAD

EX-date	11 May 2016
Entitlement date	13 May 2016
Entitlement time	04:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Tax Exempt (Single-Tier) dividend of 3 sen per ordinary share in respect of the financial year ended 31 December 2015
Period of interest payment	to
Financial Year End	31 Dec 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel : 03-7849 0777Fax : 03-7841 8151
Payment date	26 May 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	13 May 2016
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	0.0300
Par Value	Malaysian Ringgit (MYR) 0.500

icy97

砂查也马特拟发10亿回债

财经新闻 财经  2016-04-08 11:24
（古晋7日讯）砂查也马特（CMSB，2852，主板工业产品股）计划筹集符合回教教义的10亿令吉资金，做为资本开销和营运资本。

砂查也马特主席丹斯里赛安华，在2015财年的年报指出，该公司计划发行最高10亿令吉的回教债券，为期20年。

他说，这项债券发行有助公司融资资本开销和营运资本，以及缓冲一般的企业开销。

“在经济充满挑战的时刻，若公司掌握充裕现金流，加上在债券下获得长期的债务融资，能攫取更多投资良机。”

他指出，由于收购和主要项目的投资，公司在12月31日截止的2015财年，现金和现金等值价物，从2014年财年的8亿468万令吉，减至3亿2300万令吉。

砂查也马特去年以1亿8679万令吉，收购砂州政府通讯臂膀砂科法私人有限公司的50%股权，进军通信领域；接着，再以1845万美元（约7181万令吉），增购OM Materials（砂拉越）私人有限公司的5%股权。

赛安华指出，公司投资的新洋灰研磨厂房项目和Samaraju度假村酒店，高于一般的资本开销。

1.1 亿认购OM Materials 优先股

砂查也马特今日发文告指，独资子公司Samalaju工业私人有限公司（SISB）以1亿1000万令吉，认购OM Materials（砂拉越）有限公司发售的1亿1000万可转换优先股（CPS）。

OM Materials（砂拉越）为SISB和新加坡OM Materials的联营公司，在Samaraju工业园发展锰与铁合金冶炼厂房。其中后者持股75%，其余25%则由SISB持有。

砂查也马特指出，集团和子公司在砂拉越是基建和经济发展的主要业者。

因此董事部认为这项认购计划能强化OM Materials（砂拉越）的财务状况，同时作出的投资，符合砂查也马特的投资策略和目标。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED SUBSCRIPTION OF 110,000,000 CONVERTIBLE PREFERENCE SHARES OF RM 0.10 EACH ("CPS") IN OM MATERIALS (SARAWAK) SDN BHD ("OM SARAWAK") FOR A SUBSCRIPTION CONSIDERATION OF RM 110,000,000 IN CASH ("SUBSCRIPTION CONSIDERATION")
The Board of Directors of Cahya Mata Sarawak Berhad is pleased to announce that its wholly-owned subsidiary company, Samalaju Industries Sdn Bhd, had on 7 April 2016 subscribed for the new 110,000,000 CPS issued by OM Sarawak for the total Subscription Consideration of RM 110,000,000 in cash, further details of which are set out in the attached file. This announcement is dated 7 April 2016.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5051885

Attachments CMSB - OMs CPS.pdf

icy97

Type	Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID	IQL-08042016-00001
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) - NON RELATED PARTY TRANSACTIONS
Description	CAHYA MATA SARAWAK BERHAD ("CMSB" or the "COMPANY")PROPOSED SUBSCRIPTION OF 110,000,000 CONVERTIBLE PREFERENCE SHARES OF RM0.10 EACH ("CPS") IN OM MATERIALS (SARAWAK) SDN. BHD. ("OM SARAWAK") FOR A SUBSCRIPTION CONSIDERATION OF RM110,000,000 IN CASH ("SUBSCRIPTION CONSIDERATION") ("PROPOSED SUBSCRIPTION")
Query Letter Contents	We refer to your Company’s announcement dated 7 April 2016, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Securities with the following additional information for public release:- 1) The background information of OM Sarawak including its issued and paid-up share capital, commencement date of business, current production capacity and output etc; 2) The timeframe for SISB to subscribed for the remaining CPS; 3) Notwithstanding that there is the Call Option clause, please state the rationale for SISB and OM Materials (S) Pte Ltd to subscribe for the CPS amounting to 67% and 33% respectively over the total issue size of the CPS instead of based on their current shareholdings in OM Sarawak; 4) Further detailed clarification on the reasons for OM Sarawak to require additional funding via the CPS issuance, including details of the financial obligations and commercial objectives to be met.
We refer to our Company’s announcement dated 7 April 2016 (Ref: GA1-06042016-00063) and Bursa Malaysia Securities Berhad’s letter dated 8 April 2016 (Ref: IQL-08042016-00001) in relation thereto. The Board of Directors of the Company wishes to provide the following additional information for public release: OM Sarawak is a joint venture company between OM Materials (S) Pte Ltd (75%) and CMSB, through its wholly owned subsidiary, Samalaju Industries Sdn Bhd (“SISB”) (25%) for a ferrosilicon plant located at Samalaju Industrial Park, Sarawak. The commencement date for commercial operation of the plant was in September 2014. Currently, there are six (6) furnaces in operation with total ferrosilicon output of approximately 120,000 tonnes per annum. The 16 furnaces of ferrosilicon facilities had been completed and can be ramp up to capacity of approximately 308,000 tonnes per annum. OM Sarawak was incorporated in Malaysia on 21 September 2010 and is a subsidiary company OM Materials (S) Pte Ltd which in turn is a wholly owned subsidiary company of OM Holdings Limited, a company listed on the Australian Stock Exchange. As of 6 April 2016, the authorised share capital of OM Sarawak is RM500,000,000 divided into 500,000,000 ordinary shares of RM1.00 each of which RM375,206,250 have been issued and fully paid-up. SISB’s right to subscribe to the remaining CPS shall lapse at the end of the fourth (4th) year from the date of the Subscription Agreement. The amount of CPS to be subscribed by each party was a commercially negotiated position taking into consideration of each party’s present financial capabilities. OM Sarawak is currently facing challenges in its cashflow position due to the depressed global commodity market, in particular the prices of ferrosilicon which has softened beyond what was forecasted by independent expert back in 2012, when the Project was launched. That said, the Project would be in a strong position to attain significant market share and profitability due to its obvious competitive advantages in terms of both low production costs and logistical advantages. As such, with the subscription of CPS by both SISB and OM Materials (S) Pte Ltd, this will enable OM Sarawak to use the proceeds to improve its capital and operational requirements and where necessary, to also meet its financial obligations which amounts to about RM1.17 billion based on its audited financial statements as at 31 December 2015; thus achieving its medium term commercial objective, including the conversion of six (6) of its existing furnaces from producing ferrosilicon to manganese alloys which will diversify the current product mix to manage and mitigate the risks associated with only one product and thereby enhancing the Project’s competitiveness and to better manage future price fluctuations of these commodities. Whilst the ferrosilicon and manganese alloy industry remains challenging in the immediate short term, the management is of the view that the current low commodity prices for ferrosilicon and manganese will not be sustainable and only low cost producers, such as OM Sarawak, will remain competitive in the long run. The management remains confident on the solid fundamentals of this project and its long term upside potentials. This announcement is dated 11 April 2016.

icy97

OMS虧損嚴重‧砂州日光財測大砍

2016-04-15 12:10      
（吉隆坡15日訊）砂州日光（CMSB,2852,主板工業產品組）近期認購OM Materials（砂拉越）私人有限公司（OMS）總值1億1千萬令吉可轉換優先股，但分析員憂慮後者虧損比預期嚴重，將成為集團盈利最大未爆彈，因此下砍今明兩年財測。

興業研究表示，鐵矽合金價格隨原產品大市走跌，OMS盈利前景也受到拖累，但公司現無預警籌資，顯示出業務前景可能比預期來得嚴峻。



“我們懷疑OMS虧損比預期來得嚴重，因此下調砂州日光2016和2017財政年盈利目標14.8%和7.6%，但維持2018財政年盈利目標不變。”

該行認為，砂州日光雖有望從砂州蓬勃發展活動受惠，但OMS將是公司最大風險來源，可能打擊投資者信心，但公司中長期前景色依舊明亮，股價可能在今年下半年走向復甦，因此僅將評級調低至“中和”，目標價減至4令吉80仙。（星洲日報／財經）

icy97

砂查也马特首季净利暴跌98%

财经  2016年05月16日
（吉隆坡16日讯）洋灰、建筑材料与贸易、建筑和道路维修、策略投资业务退步，加上联號公司和子公司蒙亏影响下，砂查也马特（CMSB，2852，主板工业股）2016財政年首季（截至12月31日止）交出差强人意的业绩。

该公司首季净利按年暴跌98.17%，至105万令吉；营业额也按年下滑29.35%，至3亿4690万令吉。

该公司指出，洋灰、建筑材料与贸易，以及建筑和道路维修业务首季税前净利呈跌，主要是受到恶劣天气的影响，严重耽误建筑和採石（quarry）活动。

同时，砂拉越建筑领域景气欠佳，在缺乏新建筑工程和银行收紧借贷亦影响了建筑领域活动。

砂查也马特董事经理拿督柯蒂斯指出，洋灰业务的税前净利按年下跌67%，至962万令吉、建筑材料与贸易以及建筑和道路维修业务税前净利分別下滑达44%和26%，分別达1698万令吉和1938万令吉。

除了子公司Samalaju工业公司以及CMS管理服务公司面对亏损，联號公司OMMaterials（砂拉越）公司也面对1616万令吉亏损。

儘管挑战重重，柯蒂斯对于公司前景仍具信心。

他相信公司健康的资產负债表、经验丰富的管理层、核心领域和投资当地一家电信基础设施和服务公司--Sacofa私人有限公司，日后可扭转颓势。

另外，柯蒂斯指，该公司依然是砂拉越再生能源走廊（SCORE）以及当地基础建设最具代表性的公司，並將带动砂州经济成长和该公司业绩表现。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2016	31 Mar 2015	31 Mar 2016	31 Mar 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	346,906	490,989	346,906	490,989
2	Profit/(loss) before tax	22,906	95,010	22,906	95,010
3	Profit/(loss) for the period	9,939	71,014	9,939	71,014
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,049	57,423	1,049	57,423
5	Basic earnings/(loss) per share (Subunit)	0.10	5.52	0.10	5.52
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 ($$)	1.8900		1.8800

icy97

首季盈利驚嚇‧砂州日光財測大砍

2016-05-17 16:36      
（吉隆坡17日訊）砂州日光（CMSB，2852，主板工業產品組）2016年首季盈利大跌，雖然分析員認為這可能是暫時性質現象，惟仍大砍其財測，未來業績表現仍胥視聯號公司——OM砂州表現而定。

未來業績胥視OM砂州

安聯星展研究指出，該行相信砂州日光大部份業務將在未來季度复甦，特別是泛婆羅洲高速大道開始動工。惟該公司持有25%股權的OM砂州，若是持續疲弱將拉低盈利及股票的交投情緒。

安聯星展指出，該公司股價將缺乏重估價值催化因素，除非矽鐵價格改善推動OM砂州轉虧為盈。

由於矽鐵價格走低，OM砂州的產量偏低，熔爐使用率僅達到40%水平，即在16個熔爐中僅有6個操作使用。為減緩衝擊，該公司計劃將其中6個熔爐改為生產錳合金，因後者較有需求。

安聯星展指出，為了加強其財務狀況，砂州日光最近認購值1億1千萬令吉的OM砂州可轉換優先股。

安聯星展表示，隨著調整較低銷售量及較高的生產成本，該行將砂州日光的2016至2018年的每股淨利下砍37%至50%。這主要是預測OM砂州虧4千200萬令吉，比較之前預測為淨利5千200萬令吉。

馬銀行研究指出，砂州日光2016年首季淨利僅為100萬令吉，主要是暫時性質的核心業務盈利走軟，及聯號公司OM砂州因一次過外匯虧損而蒙受較高虧損所致。

馬銀行研究指出，若是扣除外匯虧損，砂州日光2016年首季核心淨利將較高，惟虧損幅度尚有待确認。在等待今日的分析員匯報，包括OM砂州貸款重組及再融資，該行暫時將其財測維持不變。



（星洲日報／財經）


砂查也马特 业绩料不达标
财经 股市 行家论股  2016-05-18 11:38
http://www.nanyang.com/node/761828?tid=462

icy97

砂查也马特子公司
购MBG显著股权

2016年6月29日
（八打灵再也28日讯）砂查也马特（CMSB，2852，主办工业产品股）旗下的CMS Opus私募股权私人有限公司，购入水果便利零售商MBG Fruits私人有限公司的显著股权。

MBG Fruits发表声明，公司已和CMS Opus达成股份认购与股东协议。

CMS Opus是由政府旗下的私募基金公司——国家股权公司（Ekuinas）支持，并被受委为Ekuinas’ Tranche II Outsourced Programme的外包合作伙伴。

目前，MBG拥有32家分店，在购物广场、超市、公共交通枢纽及医院都有其踪迹。

在2015年，MBG的营业额达5670万令吉；在2013年与2015年间的年均复增（CAGR）达19.4%。

MBG早前已经进军中国市场，目前正把触礁延伸至印尼。【e南洋】