【KULIM 2003 交流专区】 居林

wachin

special dividend有望了

师兄

难道会是传说中的90 sen 吗？

wachin

师兄 发表于 7-11-2012 09:24 AM
难道会是传说中的90 sen 吗？

文中的的RM11亿多和五月中的报导差不多一样，应该有90多仙吧。。。现在要等回退的日期。。。

watson888

要派息了为什么这几天还跌到这么厉害？？

chlee87

是咯，zuo mok会在短期内跌那么多吖，亏死了

icy97

棕油價格下跌‧居林第三季淨利挫64%

大馬 業績出爐  2012-11-30 10:42
（吉隆坡29日訊）由於受棕油價格下跌的衝擊，居林（KULIM，2003，主板種植組）截至9月杪的第三季淨利按年急挫63.75%至6千202萬2千令吉，惟首9月淨利激增379.04%至21億2千914萬6千令吉。

第三季營業額增加5.44%至11億8千454萬2千令吉，9個月營業額則微升3.81%至34億1千638萬7千令吉。

居林在文告中表示，該集團種植部門在第三季的鮮果串產量增加20.20%至22萬1千678公噸，截至9月杪的累積產量則按年增加3.36%至48萬1千461公噸。

其大馬種植業務的平均原棕油價格為3千零93令吉，棕仁油為1千748萬令吉，去年同期則分別為3千248令吉及2千433令吉。

該集團旗下QSR品牌（QSR，9415，主板貿服組）負責的餐飲業務在首三季稅前盈利下跌6.16%至1億7千630萬令吉。

居林表示，棕油價格下跌是暫時現象，預料將於現季度復甦，第四季的產量將比上季高，油棕領域保持為該集團的主要收入來源。

至於其食品和餐廳業務在國內外市場面對競爭和挑戰，該集團將繼續透過創新產品和促銷以提昇銷售。

該集團的船運業務也有所改善，所有船隻都逐步以租船形式移交給主要石油業者。

居林在脫售肯德基（KFC，3492，主板貿服組）的行動中將可取得3億3千700萬令吉收益。

其於上述因素，該集團預期接下來的季度將可保持良好表現。（星洲日報／財經）

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	1,184,542	1,123,410	3,416,387	3,290,911
2	Profit/(loss) before tax	137,635	156,178	324,973	407,087
3	Profit/(loss) for the period	103,780	249,787	2,281,516	793,037
4	Profit/(loss) attributable to ordinary equity holders of the parent	62,022	171,073	2,129,146	444,463
5	Basic earnings/(loss) per share (Subunit)	5.00	13.97	171.55	36.30
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 ($$)	5.0700		3.4000

icy97

KULIM (MALAYSIA) BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	KULIM (MALAYSIA) BERHAD (“KULIM” OR “COMPANY”) : DISPOSAL BY SINDORA BERHAD (“SINDORA”), A WHOLLY OWNED SUBSIDIARY OF KULIM AND E.A. TECHNIQUE (M) SDN BHD (“EA TECH”), A 51% OWNED SUBSIDIARY OF SINDORA, (COLLECTIVELY, “VENDORS”) OF ITS SHAREHOLDING IN ORKIM SDN BHD (“ORKIM”) TO TRIDENT HALLMARK SDN BHD (“TRIDENT” OR “PURCHASER”)
1.0        INTRODUCTION The Board of Directors of the Company wishes to announce that Sindora and EA Tech had on even date entered into a Sale and Purchase Agreement (“SPA”) with Trident for disposal of 7,524,019 and 11,662,230 ordinary shares representing 20% and 31% shareholding in Orkim, respectively for a total consideration of RM110,000,000, or approximately RM5.73 per share. Sindora is a wholly owned subsidiary of Kulim while EA Tech is a 51% owned subsidiary of Sindora, The Proposed Disposal consequently results in Orkim ceasing to become subsidiary of Sindora. 2.0        DETAILS OF THE DISPOSAL 2.1        Information on Orkim Orkim was incorporated as a private limited company in Malaysia under the Companies Act 1965. As at the date of this announcement, the authorised share capital of Orkim is RM50,000,000 comprising 50,000,000 ordinary shares of RM1.00 each (“Orkim Shares”) of which RM37,620,096 comprising 37,620,096 Orkim Shares are issued and fully paid up. As at the date of this announcement, Sindora, EA Tech, GMV-Orkim Sdn Bhd, Wan Izani bin Wan Mahmood and Khoo Chin Yew each holds 20%, 31%, 40%, 5% and 4% of the total issued and paid-up share capital of Orkim, respectively. The current directors of Orkim are Ahamad bin Mohamad, Rozan bin Mohd Sa’at, Dato’ Abdul Hak bin Md Amin, Dato’ Mohd Zafer bin Mohd Hashim, Abdul Karim bin Ismail, Satira binti Omar, Wan Izani bin Wan Mahmood, Zulkifli bin Mohd Amin and Khoo Chin Yew. Orkim is principally engaged in investment holding whilst the principal activities of the subsidiary companies are shipping and freight management, shipping brokers and ship owners. 2.2         Information on Trident Trident is an investment holding company incorporated as a private limited company in Malaysia under the Companies Act 1965 which is principally involved in Oil and Gas Industry. The current directors of Trident are Tan Sri Abdul Rashid bin Abdul Manaf, Mohd Rosly bin Mohd Salleh and Johany bin Jaafar. None of the directors and/or person connected to them has any relationship with any director and/or major shareholder of Kulim. 2.3        Consideration The consideration for the Proposed Disposal was negotiated between Vendors and Purchaser on “willing buyer, willing seller” and “as is where is” basis. 3.0        RATIONALE The Proposed Disposal is in line with the wishes of the intrapreneurs and minority shareholders of Orkim, namely Wan Izani bin Wan Mahmood and Khoo Chin Yew, to allow Orkim to pursue alternative direction for the future. The Proposed Disposal will also enable Kulim to realise the value of its investment in Orkim at a superior return with estimated gain of RM72.4 million or approximately 93% compared to the carrying cost of the investment of RM37.6 million within the investment period of 4 years. In addition, the Proposed Disposal is in line with Kulim’s exit strategy for companies under its Intrapreneur Venture concept. 4.0        UTILISATION OF PROCEEDS Proceeds from the Proposed Disposal will be used as working capital. 5.0        EFFECTS OF THE PROPOSED DISPOSAL 5.1        Share Capital and Substantial Shareholders’ Shareholdings The Proposed Disposal will not have any effect on the issued and paid-up share capital as well as shareholdings of the substantial shareholders of Kulim. 5.2        Earnings, Net Assets and Gearing The Proposed Disposal is not expected to have any material effect on the earnings, net assets and gearing of Kulim for the financial year ending 31 December 2012. 5.3        Expected gain or loss arising from the disposal The Proposed Disposal is expected to result in a gain on disposal to Kulim Group of approximately RM72.4 million, subject to auditors’ verification. 6.0        APPROVALS REQUIRED The Proposed Disposal is not subject to the approval of the shareholders of the Company and/or any government authorities. 7.0        TIME FRAME FOR COMPLETION The Proposed Disposal is expected to be completed in the first quarter of 2013. 8.0        DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS As at the date of this announcement, none of the Directors, major shareholders of Kulim, and persons connected to them has any interest, direct or indirect, in relation to the Proposed Disposal. 9.0        DIRECTORS’ STATEMENT Save and except for the Interested Directors, the Board of Kulim is of the opinion that the Proposed Disposal is in the best interest of Company. 10.0        HIGHEST PERCENTAGE RATIO APPLICABLE TO THE DISPOSAL The highest percentage ratio applicable to the Proposed Disposal pursuant to paragraph 10.02(g) of the Bursa Malaysia Securities Berhad Main Market Listing Requirements is 2.56%.

居林集團子公司 1.1億售51%持股

財經30/11/2012 21:07
（吉隆坡30日訊）辛多拉（SINDORA，6106，主要板工業）及EA Tech以總值1億1000萬令吉，脫售Orkim私人有限公司51%持股。

辛多拉的母公司居林集團（KULIM，2003，主要板種植）向馬證交所報備是項交易，而EA Tech為辛多拉持股51%的子公司。

辛多拉持有Orkim股權20%，EA Tech則持有31%，兩家公司將以每股5.73令吉或總值1億1000萬令吉脫售Orkim總計51%持股給Trident Hallmark私人有限公司。

隨著上述售股交易完成，Orkim將不再是辛多拉的子公司。

報備文件指出，主要是Orkim的股東希望在未來擬定不同的發展方向 ，加上居林集團欲釋放在Orkim投資價值，相比過去4年來投資3760萬令吉，如今脫售預計可從中獲利7240萬令吉。[ChinaPress]

wachin

KULIM (MALAYSIA) BERHAD

EX-date	09/01/2013
Entitlement date	11/01/2013
Entitlement time	05:00:00 PM
Entitlement subject	Special Dividend
Entitlement description	Special Dividend of 90.94 sen (single tier)
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	11/01/2013 to 11/01/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Pro Corporate Management Services Sdn Bhd Suite 12B, Level 12 Menara Ansar No 65 Jalan Trus, 80000 Johor Bahru, Johor No. Tel. : 07 - 226 7476 Fax No. : 07 - 222 3044
Payment date	25/01/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	11/01/2013
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	0.9094

wachin

特别股息 RM0.91

watson888

wachin 发表于 27-12-2012 09:08 PM
特别股息 RM0.91

special dividend 派发后股价会跟着折价0.91对吗？

wachin

特別息除權引購興‧居林大漲18仙

大馬 2012-12-28 17:40
（吉隆坡28日訊）居林（KULIM,2003,主板種植組）隨私有化QSR品牌（QSR,9415,主板貿服組）和肯德基（KFC,3492,主板貿服組）的計劃近尾聲，宣佈派發90.94仙的特別股息，帶動股價應聲走漲，起18仙到5令吉，全場十大漲幅股之一。

特別股息造好引起居林的購興，居林甫開市即走高14仙到4令吉96仙，隨買盤湧現，一度飆升38仙到5令吉20仙，漲勢一直延續到收市。

居林CF（KULIM-CF，2003CF，憑單）子憑母貴，一度翻倍至4仙，終場起7.5仙至19.5仙。在市場追捧下，居林CF躍升為全場第三大交投熱絡的股項，成交量達2千371萬零500股。

QSR肯德基1月7日停牌

配合私有化計劃，QSR品牌和肯德基將自明年1月7日（週一）暫停交易，直到正式告別馬股。

QSR品牌和肯德基股東將分別獲得資本回退6令吉80仙和4令吉；持有QSR品牌和肯德基的憑單人則分別獲得3令吉79仙和1令吉資本回退。

上述資本回退和居林特別股息的除權日皆為明年1月9日。

居林表示，即使“走出＂食品和餐飲業，仍有信心憑藉經驗和業務發展能力，開拓新的成長途徑，包括棕油以外的業務。

持續投資非種植資產

“若未來機會浮現，公司將持續投資非種植資產。＂

居林強調，儘管QSR品牌和肯德基被私有化，公司仍能夠靠餐飲業的經驗探討更多具潛力的投資，如策略性合作、聯盟或收購。

此外，居林撤出食品和餐飲業，並將新不列顛棕油（NBPOL）從子公司轉為合作夥伴關係，將在降低債務之下強化居林的資產負債表，意味公司在未來擁有大量的拓展機會。

無論如何，種植活動將是居林長期的營業額主力，高達70%的盈利來自種植部。居林也在積極評估其他地庫。該公司相信，棕油業務的基本面依然穩健，同時預見該領域在短期內復甦。

居林在農業食品領域擁有一定基礎，並將試圖拓展該業務規模。（星洲日報／財經）

http://biz.sinchew.com.my/node/68712

icy97

KULIM (MALAYSIA) BERHAD

Type	Announcement
Subject	OTHERS
Description	ADJUSTMENT TO THE EXERCISE PRICE OF WARRANTS 2011/2016 OF KULIM PURSUANT TO THE SPECIAL DIVIDEND OF RM0.9094 PER ORDINARY SHARE OF RM0.25 EACH IN KULIM
We refer to Kulim’s announcements dated 18 May 2012, 13 June 2012, 6 November 2012 and 27 December 2012 in relation to the special dividend of RM0.9094 to be paid by Kulim to its shareholders. Unless otherwise stated, the defined terms used in this announcement shall carry the same meaning as defined in the said announcements. The Exercise Price of the Warrants 2011/2016 will be adjusted for the Special Dividend in accordance to Condition 3, Schedule 4 of the Deed Poll (“Adjustment”). For illustrative purposes, based on the Special Dividend of RM0.9094 and the five (5)-day average price of Kulim Shares up to 26 December 2012 of RM4.81, being the last market day preceding the date on which the Special Dividend was announced, the exercise price of the Warrants 2011/2016 shall be adjusted from RM3.85 to RM3.13. The Adjustment shall take effect from 12 January 2013. A notice setting out the details of the Adjustment will be despatched to the holders of the Warrants 2011/2016 within twenty-one (21) days of the Adjustment. This announcement is dated 28 December 2012.

1MALAYSIA爻燿

@williamnkk81
KULIM 是KFC的股？？

williamnkk81

1MALAYSIA爻燿 发表于 4-1-2013 04:59 PM
@williamnkk81
KULIM 是KFC的股？？

版主告诉你了。。。 KULIM〉〉控制QSR〉〉控制KFC。。

pekbaru

@williamnkk81
@Vincent1818
这只股 应该没希望了??? 是不是要马上 出票。。。分析一下..

pekbaru

这只股 应该没希望了??? 是不是要马上 出票。。。分析一下..

williamnkk81

pekbaru 发表于 4-1-2013 05:43 PM
@williamnkk81
@Vincent1818
这只股 应该没希望了??? 是不是要马上 出票。。。分析一下..

为何你那样讲？？？ 什么问题？？？ 我看没问题阿。。。

icy97

盈利前景遭看淡 居林集團股息除權波動大

財經股市09/01/2013 22:30
（吉隆坡9日訊）居林集團（KULIM，2003，主要板種植）特別股息今日除權交易，券商基于盈利前景疲軟，大砍股息除權合理價至3.38令吉；今日走勢起伏跌宕。

該股今早開市時挑高7仙，以3.96令吉迎市，較后更一度勁起14仙，寫下盤中最高4.03令吉，但半小時后卻掉頭南下，休市時掛在3.84令吉，滑落5仙，計有397萬7300股。

午盤間，居林集團跌勢續擴大，一度勁跌13仙至3.76令吉，滑進10大下跌股榜，閉市收在3.79令吉，滑落10仙，成交量641萬3700股。

僑豐投資研究種植領域分析師戴秀聖撰寫報告指出，該股先前已觸及5.20令吉新高水平，同時也已超過5.22令吉合理價位，故下修居林集團股息除權后的合理價。

“隨著該公司脫售QSR品牌（QSR，9415，主要板貿易）予母公司柔佛機構（Johor Corp），今年開始已是純種植公司，因不再是快餐業者，往后重估時或面臨估值壓力。”

他說，居林集團特別股息除權后的合理價為3.38令吉，縱使將股息納入考量，基于原棕油價走低影響，合理價為4.29令吉。

“我們相信，原棕油價明年可重拾上升動力，不過今年每公噸或報2750令吉，或多或少將衝擊該公司盈利，但受到特別股息影響，股價短期或疲軟。”[中国报财经]

icy97

KULIM (MALAYSIA) BERHAD

Subject

Notice To Warrant Holders In Relation To The Adjustment To The Exercise Price of Warrants 2011/2016 of Kulim Pursuant To The Special Dividend of RM0.9094 per Ordinary Share of RM0.25 Each in Kulim

Attachments Kulim Notice to Warrantholders 20112016.pdf

sambee

各位大大朋友，
我是刚入这行的新丁～
我看了各位众多的分析和资料后，但我心中还是有一个疑问，既然kulim 如今派了股息，我现在购买它儿子(Kulim-WC)是不是有点迟了， 而且现在看到该孩子的价位有点疲弱～

想听听大家对于这个kulim股票买来收当蓝筹股看待，等发红利，有何意见呢？