【MMCCORP 2194 交流专区】马矿业

bluetear83

icy97 发表于 26-11-2015 12:33 AM
收购NCB MMC可应付额外债务

财经  2015年11月25日

请问MMC算正式收购NCB了吗？

据说如果某公司需用到资金进行收购活动，该股价会下跌？请问怎么知道是否已反映在股价上？

icy97

马矿业 末季业绩更强劲

财经 行家论股  2015-11-27 11:26

目标价：3.05令吉

最新进展
马矿业（MMCCORP，2194，主板贸服股）第3季净利按年挫54.36%，至4780万9000令吉，每股净利1.57仙，逊于去年同季1亿475万4000令吉。

当季营业额也按年跌61.1%，从17亿3381万令吉，萎缩至6亿7453万7000令吉。

合计首9个月，净利按年劲扬4.08倍，录得14亿9309万6000令吉，每股净利49.03仙，远超去年同期的2亿9378万令吉。

行家建议
首9个月核心净利1.64亿令吉，算是符合预测，占全年预测的60%，因为我们估计第四季会更强劲。

我们认为，核心净利可能是被亏钱的子公司拖累，例如士乃机场、Aliran Ihsan（水务特许经营公司）、精明隧道，但相信第四季会改善，归功于季节调整及收费上涨。

马矿业的营业额及税前盈利，分别按年上涨10.5%i35.7%，主要由丹绒柏勒巴斯港口业务推动。

至于工程与建筑业务的营业额及税前盈利，则分别按年下跌20%和24%，不过估计未来将会复苏，因为新攫取的合约进展加速。



MIDF 研究

【南洋网财经】

icy97

马矿业偕铁道公司 承接铁路货运生意

财经新闻 财经  2015-12-02 10:59
（吉隆坡1日讯）马矿业（MMCCORP，2194，主板贸服股）和马来亚铁道公司（KTMB）成立联营公司，携手探讨潜在商机，共同承接铁路货运和相关业务。

根据文告，双方于今日签署股东协议，拟定在联营公司，即马来亚铁道公司马矿业货物私人有限公司（KTMB MMC Cargo）的股权。

马来亚铁道公司和马矿业将各别持股51%和49%，合作承接铁路货运和铁路货物相关业务。

马来亚铁道公司主席沙比尼在文告中指出，联营公司的成立将为双方捎来协同效应，互相借助对方的专长在物流市场取得更高的市占率。

“这项联营将通过马来亚铁道公司的铁路网络，衔接马来半岛的主要港口如巴生港口、槟城港口和其他马矿业运作的港口。”

马矿业董事经理拿督斯里仄卡立则说，这项联营有助促进旗下码头和铁路之间的转运次数，带动有效率和稳健的铁路转运服务，以和港口的来往船只同步。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	JOINT VENTURE BETWEEN KERETAPI TANAH MELAYU BERHAD AND MMC CORPORATION BERHAD IN RAIL FREIGHT TRANSPORT AND RAIL CARGO SECTOR
MMC Corporation Berhad (“MMC” or “the Company”) wishes to announce that it had on 1 December 2015 entered into a Shareholders Agreement with Keretapi Tanah Melayu Berhad (“KTMB”), to regulate their rights as shareholders of a joint venture company (“JVC”) to be incorporated, which will jointly identify potential opportunities and undertake the business of rail freight transport and related businesses in the rail cargo sector. The salient terms of the Shareholders Agreement are as follows: 1.   The proposed name of the JVC is ‘KTMB MMC Cargo Sdn Bhd’. 2.   The interest of the parties in the JVC are as follows: Party % KTMB 51 MMC 49 The initial authorised share capital of the JVC is RM400,000.00 divided into 400,000 ordinary shares or RM1.00 each and the initial issued and paid-up capital of the JVC is RM2.00 divided into two (2) ordinary shares of RM1.00 each. The eventual issued and paid-up capital of the JVC will be RM1,000,000.00. 3.   The breakdown of the total capital and investment outlay will be according to the proportion of interest of each party, which may only be determined when the specific areas within the rail freight transport and rail cargo sectors are identified.   MMC plans to finance its portion of the investment in the JVC through internally generated funds and/or borrowings. MMC’s involvement in the JVC is not expected to have any material impact on the earnings and net assets of the MMC Group for the financial year ending 31 December 2015. None of the Directors or substantial shareholders of MMC or persons connected with them has any interest, direct or indirect in the Shareholders Agreement or the JVC. This announcement is dated 1 December 2015.

icy97

Type	Announcement
Subject	OTHERS
Description	MMC CORPORATION BERHAD ("MMC") (I) PROPOSED ACQUISITION OF 251,195,573 ORDINARY SHARES OF RM1.00 EACH IN NCB HOLDINGS BHD ("NCB SHARES"), BY MMC PORT HOLDINGS SDN BHD (FORMERLY KNOWN AS MMC VENTURES SDN BHD) ("MMC PORT"), A WHOLLY-OWNED SUBSIDIARY OF MMC, FROM PERMODALAN NASIONAL BERHAD AND AMANAHRAYA TRUSTEES BERHAD; AND(II) PROPOSED MANDATORY GENERAL OFFER FOR ALL THE REMAINING NCB SHARES NOT ALREADY OWNED BY MMC PORT AFTER THE PROPOSED ACQUISITION(COLLECTIVELY THE "PROPOSALS")
We refer to MMC’s announcements dated 19 October 2015, 28 October 2015, 6 November 2015 and 25 November 2015 in relation to the Proposals (“Announcements”). Unless otherwise stated, the terms used herein shall have the same meaning as defined in the Announcements. On behalf of the Board of Directors of MMC, RHB Investment Bank Berhad wishes to announce that the Proposed Acquisition has been completed today in accordance with the terms of the SPA. Following the completion of the Proposed Acquisition, MMC Port’s shareholding in NCB has increased from approximately 30.13% to approximately 83.55% of the issued and paid-up share capital of NCB. NCB is now a subsidiary of MMC Port. This announcement is dated 1 December 2015.

icy97

柏港明年5亿买新设备

财经新闻 财经  2015-12-05 10:57
（新山4日讯）马矿业（MMCCORP，2194，主板贸服股）旗下丹绒柏勒巴斯港（PTP）私人有限公司，已拨出5亿令吉的资本开销，以在明年添置新设备及翻新设施。

丹绒柏勒巴斯港总执行长格兰希尔顿称，明年的资本开销将用来购买原动机（prime movers）、轮胎式龙门架起重机和关键起重机。

他是在媒体到访丹绒柏勒巴斯港时指出，公司要将港口的20英尺标准箱（TEU），从830万个，增加至2018年的1500万个。

格兰希尔顿解释，这符合转运领域的增长，特别是东南亚。上述设备预计会在明年第三季送抵。

他说，亚洲区内的航行频率每周达45次以上，紧追在后的是非洲（13次）和欧洲及地中海（11次）。

同时，汇率波动已影响公司，因购买新起重机是以美元计价。

每个起重机的成本预计为1000万美元（约4217万令吉）。

今年，该公司已花费3亿令吉来购买新设备及设施，为原有的174个轮胎式龙门架起重机，再添加26个。

同时，丹绒柏勒巴斯港也正考虑购买新地皮，或借助于马矿业的地库，以拓展业务。

“市场对自由贸易区有一定的需求，这将随着企业迁移和创业活动而走高。”

公司正和数家公司就兴建和开发地皮展开洽谈。

截至去年杪，该港口的20英尺标准箱已达850万个，预计今年杪会攀至920万个。【南洋网财经】

icy97

水務料傳佳音‧MMC業績有望企穩

2015-12-08 16:26      
（吉隆坡8日訊）MMC機構（MMCCORP，2194，主板貿服組）分拆電力業務上市，2015財政年盈利跟著減少，幸好建築和港口業務規模擴增，尤其水務相關工程可能傳來好消息，這有助於該公司維持穩定的業績表現。

該公司持有37.6%股權的馬拉科夫（MALAKOF，5264，主板貿服組），甫於今年5月15日完成上市計劃。

艾芬黃氏研究指出，水務相關工程陸續進賬，可以提振該公司2016財政年業績。其中，冷岳污水處理廠工程總值達15億令吉，2015年雖僅貢獻不到10%營收，但相信接下來會穩定增加。

目前，該公司握有34%權益的冷岳2水務處理廠，已經完成13%建築工程。這個項目總值達9億9千300萬令吉。

MRT2標書料明年上半年發放

目前，MMC與金務大（GAMUDA，5398，主板建筑組）所組財團仍在等待捷運二線（MRT2）的正式中標書，預期會在2016年上半年發放。雖然這項規模達100億令吉的工程將在2016年下半年進賬少許數額，但可能會遭初期費用抵銷。

賣地收入料加強財務

分析員看好該公司賣地收入可能加強財務。管理層打算繼續脫售柔佛士乃機場城的2千零79英畝土地，預計平均每年賣出150至220英畝。至於該公司此前脫售189英畝土地所得款項，相信會在2016年上半年進賬。

港口業務方面，分析員指出，以50%使用率為準，相信未來2、3年NCB控股（NCB，5509，主板貿服組）都無須擴建碼頭。不過，基於NCB控股的巴生北港僅處理73萬3千個標準貨柜，遠低於丹絨柏勒巴斯的680萬個，相信這項業務的貢獻不大。

綜合上述意見，艾芬控股決定保持MMC的“買進”評級，目標價作2令吉60仙。（星洲日報／財經‧報導：王寶欽）


马矿业 售地和水务工程支撑
财经 股市 行家论股  2015-12-09 12:03
http://www.nanyang.com/node/738158?tid=462

icy97

柔佛港口獲馬石油合約 提供RAPID物流服務
  
2015年12月08日
（吉隆坡8日訊）馬礦業（MMCCORP，2194，主要板貿服）旗下的柔佛港口（Johor Port），獲得馬石油（Petronas）頒發合約，為邊佳蘭石油提煉和石油化學綜合發展計劃（RAPID），提供物流服務。

馬礦業發文告指出，馬石油旗下馬石油提煉與石油化學私人有限公司（Petronas Refinery and Petrochemical），今日為邊佳蘭直落拉慕尼亞（Teluk Ramunia）的材料卸載設施，舉行交付和啟動運作儀式。

馬石油提煉與石油化學私人有限公司資深副總裁兼總執行長黃喜恆（譯音），以及柔佛港口總執行長沙魯阿蘭沙，代表雙方公司出席上述交付和開始運作儀式。

柔佛港口在該合約下，將管理邊佳蘭直落拉慕尼亞的材料卸載設施的物流，將貨物運送到邊佳蘭石油提煉和石油化學綜合發展計劃。

馬礦業說，柔佛港口將提供多項服務，包括海洋服務、人力，以及設備與系統，以營運和管理直落拉慕尼亞的材料卸載設施。【中国报财经】

icy97

柔佛港口獲RAPID合約‧MMC年營收料增1600萬

2015-12-09 17:55      
（吉隆坡9日訊）MMC機構（MMCCORP，2194,主板貿服組）子公司柔佛港口（JPB），獲選為國油在柔佛邊佳蘭煉油及石油化學綜合發展計劃（RAPID）之港口營運商，以提供全面營運和物流服務，包含海事、人力、配合和營運材料卸下設施（MOLF）之系統，合約值不詳。

分析
MIDF研究預測上述合約每年料為MMC機構增1千600萬令吉營業額或佔集團的0.4%，年增長率2至3%，維持財測和“買進”評級。

分析員指出，柔佛港口2014年營業額6億零2千800萬令吉，其中20%或1億2千萬令吉營收來自（一）散裝貨處理達570萬公噸，（二）RAPID計劃4年期的300萬公噸和（三）處理費用。

“新建MOLF設施包含4碼頭，總長度160公尺和水深5公尺，用來起卸貨柜、RAPID所用之建材等散裝貨，這些貨物透過可承重壓之15公里內路運往RAPID位址。”

MIDF建議維持“買進”目標價3令吉零5仙；催化劑包括MMC港口上市、能源臂膀穩定貢獻，乃至從建築業擷取的穩定訂單。（星洲日報／財經）

icy97

Type	Announcement
Subject	OTHERS
Description	SUBSCRIPTION OF SHARES IN CRANETECH GLOBAL SDN BHD BY JOHOR PORT BERHAD
MMC Corporation Berhad (“MMC”) wishes to announce that its wholly-owned subsidiary, Johor Port Berhad (“JPB”), has today subscribed to 500,001 ordinary shares of RM1.00 each in Cranetech Global Sdn Bhd (“Cranetech”) for a total cash consideration of RM500,001.00 (“Subscription”), representing 50.0001% of equity interest in Cranetech. The remaining 49.9999% equity interest in Cranetech was subscribed by ZPMC Engineering (Malaysia) Sdn Bhd (“ZPMC”). The detailed breakdown of the shareholding in Cranetech, after the Subscription, is as follows: Name Number of Shares Percentage of Shareholding JPB 500,001 50.0001% ZPMC 499,999 49.9999% Cranetech, a joint venture company between JPB and ZPMC, was incorporated in Malaysia on 25 September 2014 under the Companies Act, 1965. The current authorised share capital of Cranetech is RM1,000,000.00 divided into 1,000,000 ordinary shares of RM1.00 each, and the current issued and paid-up share capital of Cranetech is RM1,000,000.00 divided into 1,000,000 ordinary shares of RM1.00 each. Cranetech is currently a dormant company with the intended business activity of providing maintenance services to all types of industrial cranes, hoists, machine tools and port equipment. As a result of the Subscription, Cranetech became a 50.0001% subsidiary of JPB, which in turn is an indirect 50.0001% subsidiary of MMC. The Subscription is not expected to have any material effect on the earnings, net assets and gearing of MMC Group for the financial year ending 31 December 2015. None of the Directors and/or Major Shareholders of MMC, and/or persons connected with them has any interest, direct or indirect, in the Subscription. This announcement is dated 10 December 2015.

icy97

投资7亿扩建翻新 马矿业港口展望乐观

财经新闻 财经  2015-12-29 10:20
（吉隆坡28日讯）马矿业（MMCCORP，2194，主板贸服股）将于2016财年内，分别为旗下的柔佛港口和丹绒柏勒巴斯港（Port of Tanjung Pelepas，简称PTP），拨出2亿和5亿令吉的资本开销预算。

MIDF投资研究分析员指出，最近走访了上述两家港口公司，对于该些港口的未来展望都非常乐观。

该行分析员说，马矿业已经为两个港口拨出资本开销预算来扩建船台，同时，也专注翻新已经老旧的港口设备来提高营运能力。

根据分析员，柔佛港口2亿令吉的资本开销，也包括翻新旧仓库，建立多层仓库，面积将增加介于30万至60万平方尺。

分析员说，翻新仓库也有助于解决存放需求高导致空间不足的问题。

最近因需求高，柔佛港口也在柔佛自由港区8公里以外，收购了额外82英亩的土地。

港口最快明年上市

丹绒柏勒巴斯港则将利用达5亿令吉的预算，扩建北部的船台，到2018年，将延长达400至500米，可额外处理多大80万个标准货柜（TEUs）。

分析员还说，丹绒柏勒巴斯港还计划在未来10年内，分2个阶段提升港口的货柜吞吐量，包括填土、挖掘和器材的成本料达50亿令吉。

3A扩张计划放眼于2020年完工，将扩建船台，将标准货柜吞吐量增加到340万个。

然后通过3B扩张计划，到2024年为止，吞吐量进一步扩张到405万个标准货柜。

分析员认为，尽管丹绒柏勒巴斯港扩张计划显得很庞大，但相信新的吞吐量将会被新旧客户占用。

丹绒柏勒巴斯港2015财年内，使用率高达87%，若现有客户包括丹麦马士基航运公司（Maersk）等的需求比预期高，就可轻易的提高货柜处理量达180万个标准货柜，从目前的1050万个，提高到1230万个。

此外，分析员也维持看法，即马矿业旗下港口最快于明年下半年上市，成为最大港口上市公司。



【南洋网财经】

icy97

馬礦業士乃機場城 3.7億售3地予IPark
  
2015年12月31日
（吉隆坡31日訊）馬礦業（MMCCORP，2194，主要板貿服）旗下士乃機場城私人有限公司（Senai Airport City Sdn Bhd）以3億6997萬令吉，脫售3塊總面積76.38公頃土地予IPark 發展私人有限公司。

該公司向馬證交所報備，雙方早在今年8月11日簽署買賣協議，隨后于12月30日簽署補充協議，以修改買賣協議中的部分條款。

IPark 發展將根據12月簽署的補充協議，支付士乃機場城私人有限公司收購土地剩餘的金額。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	PROPOSED DISPOSAL OF THREE (3) PARCELS OF LAND MEASURING IN AGGREGATE APPROXIMATELY 188.743 ACRES HELD BY  SENAI AIRPORT CITY SDN BHD (679312-V) (FORMERLY KNOWN AS ENIGMA HARMONI SDN BHD) TO IPARK DEVELOPMENT SDN BHD FOR A CASH CONSIDERATION OF RM369,974,029.00
We refer to our announcement dated 11 August 2015 (“Initial Announcement”). Unless otherwise stated, the terms used herein shall have the same meaning as defined in the Initial Announcement. We wish to announce that SACSB had on 30 December 2015 entered into a supplemental agreement with IPark to amend and vary certain terms of the Sale and Purchase Agreement in respect of Parcel 1 dated 11 August 2015 (“SPA”) in relation to the Proposed Disposal (“Supplemental Agreement”). The salient terms of the Supplemental Agreement are as follows:- The conditions precedent that have not been fulfilled under the SPA are removed as conditions precedent. Each of these outstanding conditions shall be fulfilled by SACSB as conditions subsequent by 29 February 2016 subject to extension thereof in accordance with the SPA (“Conditions Subsequent”); Consequently, the parties have agreed that the SPA shall be completed on 31 December 2015. IPark shall pay to SACSB, the Balance Purchase Price as defined in the SPA by 31 December 2015. In respect of the above, the SPA has been completed on 31 December 2015 (“Completion Date”). Notwithstanding the Completion Date, such Balance Purchase Price shall be due for payment free of interest at the expiry of two (2) months from the day upon which the last of the Conditions Subsequent have been fulfilled or obtained. The execution of the Supplemental Agreement is not expected to have any material impact on the earnings and net assets of the MMC Group for the financial year ending 31 December 2015. None of the Directors and/or Major Shareholders of MMC, and/or persons connected with them has any interest, direct or indirect, in the Supplemental Agreement. The Supplemental Agreement is available for inspection at the Company’s registered office at Ground Floor, Wisma Budiman, Persiaran Raja Chulan, 50200 Kuala Lumpur from Monday to Friday (except public holidays) during normal business hours for a period of three (3) months from the date of this announcement. This announcement is dated 31 December 2015.

icy97

北港货柜处理破百万

财经新闻 财经  2016-01-09 14:51
（吉隆坡8日讯）马矿业（MMCCORP，2194，主板贸服股）旗下北港私人有限公司，庆贺大马万海航运私人有限公司，去年在北港处理了100万个标准货柜（TEUs）。

马矿业集团董事经理拿督斯里仄卡立在文告中指出，大马万海航运是北港首家能够在一年内，处理100万个标准货柜的航运公司。

大马万海航运是在1989年6月，开始在北港从事马新两国的业务，当年所处理的货柜数量，只有7500个。

“我们很荣幸可成为大马万海航运在亚洲内部区域，所青睐的枢纽，同时，也很高兴能见证该公司在去年取得的里程碑。”

仄卡立续称，北港是我国主要的港口之一，该港口未来会继续改善，以满足客户需求。

“北港的扩展计划，将提高我们的能力，确保有关设施和服务能够以客户为中心。”

截至去年第3季，北港的货柜吞吐量年增10%。【南洋网财经】

icy97

丹绒柏勒巴斯港破纪录 单次处理逾1.8万货柜

财经新闻 财经  2016-01-23 13:22
（吉隆坡22日讯）马矿业（MMCCORP，2194，主板贸服股）旗下丹绒柏勒巴斯港口（PTP）创下国内港口新纪录，即在一艘船单次停泊时，处理量超过1万8000个标准货柜（TEUs）。

根据文告，一艘从中国盐田国际集装箱码头出发的MatzMaersk船，停靠在丹绒柏勒巴斯港口，并在上周三（13日）运载多达1万8034个集装箱离开，前往英国费利克斯托港，从而带动该港口刷新记录。

马矿业指出，该港口能达成亮眼的成就，归功于有效的规划、集装箱的运作执行和资源优化。

马矿业董事经理拿督斯里仄卡立指出，这对公司而言是另外一项里程碑，因此将持续强化表现，以提供更好服务符合客户的需求。

尽管去年经济充满挑战，不过，丹绒柏勒巴斯港口去年的集装箱吞吐量达910万个，按年增长7%。

现有客户支撑内部增长下尤其是全球最大2家集装箱航运公司丹麦马士基航运和瑞士地中海航运（MediterraneanShipping）达成“2M联盟”的协议，将带动业务展望亮丽。【南洋网财经】

icy97

Type	Announcement
Subject	OTHERS
Description	ACQUISITIONS OF WHOLLY-OWNED SUBSIDIARIES
MMC Corporation Berhad (“MMC”) wishes to announce that it had today acquired the following wholly-owned subsidiaries:- 1)  MMC Land Sdn Bhd, a company incorporated in Malaysia with an authorised share capital of RM400,000.00 divided into 400,000 ordinary shares of RM1.00 each and an issued and paid-up share capital of RM2.00 divided into two (2) ordinary shares of RM1.00 each, for a total cash consideration of RM2.00. MMC Land Sdn Bhd shall serve principally as an investment holding company. 2)  Northern Technocity Sdn Bhd, a subsidiary of MMC Land Sdn Bhd, incorporated in Malaysia with an authorised share capital of RM400,000.00 divided into 400,000 ordinary shares of RM1.00 each and an issued and paid-up share capital of RM2.00 divided into two (2) ordinary shares of RM1.00 each, for a total cash consideration of RM2.00. Northern Technocity Sdn Bhd shall serve as a property development company. The acquisitions are not expected to have any material effect on the earnings and net assets of MMC Group for the financial year ending 31 December 2016. None of the Directors and/or major shareholders of the Company, or persons connected with them have any interest, direct or indirect in the acquisitions. This announcement is dated 28 January 2016.

icy97

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF SHARES IN MMC OVERSEAS PTE. LTD. BY MMC UTILITIES LIMITED
MMC Corporation Berhad (“MMC”) wishes to announce that its wholly-owned subsidiary, MMC Utilities Limited (“MMC Utilities”), a company incorporated in the British Virgin Islands  and principally involved in investment holding and provision of project management services, has acquired 90 ordinary shares of USD1.00 each from the shareholders of MMC Overseas Pte. Ltd. (“MMC Overseas”) namely Upper Top Investment Limited and Mr Omar Ali Omar Babtain, for a total cash consideration of USD90.00 (“Acquisition”). MMC Overseas, an investment holding company, was incorporated on 4 February 2014 under the Labuan Companies Act 1990. The current issued and paid up share capital of MMC Overseas is USD100.00 divided into 100 ordinary shares of USD1.00 each.    As a result of the Acquisition, MMC Overseas is a wholly-owned subsidiary of MMC Utilities, which in turn is an indirect wholly-owned subsidiary of MMC. The Acquisition is not expected to have any material effect on the earnings, net assets and gearing of MMC Group for the financial year ending 31 December 2016. None of the Directors and/or Major Shareholders of MMC, and/or persons connected with them has any interest, direct or indirect, in the Acquisition. This announcement is dated 4 February 2016.

icy97

马矿业获15亿污水处理合约

财经新闻 财经  2016-02-20 11:29
（吉隆坡19日讯）马矿业（MMCCORP，2194，主板贸服股）获得能源、绿色工艺及水务部（KeTTHA）颁发总值15亿令吉的合约，进行冷岳（Langat）集中式污水处理厂和污水输送系统项目。

根据文告，这项合约是有独资子公司MMC Pembetuangan Langat（MMCPL）有限公司获得。

这个项目将会于2020年10月完成，预计能够提升冷岳河水质，同时也减少河流中的氨污染情况。

出席合约签约仪式的双方代表包括能源、绿色工艺及水务部秘书长拿督吕淑玉、马矿业董事经理拿督斯里仄卡立、MMCPL公司董事许永龙（译音），以及污水服务部董事拿督祖克菲。

在这项计划中，MMCPL将会重整现有的164个废水处理厂。

“在这项具有创新和现代的公共设备，将会采用绿色科技，每天能处理从蕉赖十一里至加影之间的60.9平方公里的范围内，多达每日20万7000立方米或约92万人口的污水产量。”【南洋网财经】

icy97

電力資產貢獻減‧MMC末季少賺25%

2016-02-24 08:56      
（吉隆坡23日訊）電力資產上市後貢獻減少，MMC機構（MMCCORP，2194，主板貿服組）截至2015年12月31日止第四季淨利按年跌24.70%至1億4千995萬令吉，但由於電力資產上市兌現一次性盈利，全年仍賺16億4千304萬6千令吉，按年大漲233.32%。

全年淨利飆233%

第四季營業額也猛挫58.53%至9億5千564萬7千令吉，全年營業額報50億5千404萬1千令吉，跌42.34%。

該公司董事部透過文告說，能源與公用事業業務因電力業務上市而錄取13億4千410萬令吉一次性盈利，是推高整體業績的主因，港口和物流業務盈利也成長92.3%，惟工程和建築業務因捷運進賬目速度下滑，全年盈利按年減少46.1%。

董事部說，港口和物流業務未來料在丹絨柏樂巴斯和柔佛港口吞吐量成長的支持下，繼續取得營業額增長，整合NCB控股也預計帶來額外貢獻.來自能源與公用事業業務的營業額和盈利貢獻則會繼續減少，原因是分拆出馬拉科夫（MALAKOF，5264，主板貿服組）財報。

不過，馬拉科夫旗下丹絨賓發電廠今年3月投產和大馬氣體（GASMSIA，5209，主板貿服組）天然氣銷量走高，預計能改善能源與公用事業業務的表現。（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	955,647	2,304,691	5,054,041	8,765,501
2	Profit/(loss) before tax	178,282	347,819	1,959,550	885,609
3	Profit/(loss) for the period	167,208	294,958	1,792,614	804,302
4	Profit/(loss) attributable to ordinary equity holders of the parent	149,950	199,152	1,643,046	492,932
5	Basic earnings/(loss) per share (Subunit)	4.92	6.54	53.96	16.19
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	3.50
		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 ($$)	2.9700		2.4600

icy97

Type	Announcement
Subject	OTHERS
Description	FINAL DIVIDEND FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2015
The Board of Directors of MMC Corporation Berhad is pleased to recommend the payment of a final single-tier dividend of 3.8 sen per ordinary share on 3,045,058,552 ordinary shares amounting to RM115,712,224.98 for the financial year ended 31 December 2015, subject to the approval of the members at the forthcoming fortieth (40th) Annual General Meeting of the Company. The notice of the book closure and date of payment in respect of the aforesaid final single-tier dividend will be determined and announced in due course. This announcement is dated 21 March 2016.

icy97

馬拉科夫發電廠投運‧MMC機構盈利提昇

2016-03-22 17:08      
（吉隆坡22日訊）MMC機構（MMCCORP，2194，主板貿服組）旗下公司馬拉科夫（MALAKOF，5264，主板貿服組）位於丹絨賓1千兆瓦煤炭發電廠工程（T4），已於週一（21日）正式投入運作。

根據馬拉科夫文告，T4發電廠與國家能源有25年供電協議（PPA），在T4投入運作後，馬拉科夫的大馬總發電量將增加至6千346兆瓦。

分析

MIDF研究表示，上述新廠促使馬拉科夫總發電量從5千346兆瓦推高至6千346兆瓦，上述消息，可間接帶動MMC機構業務表現。

MMC機構持有馬拉科夫37.6%股權。

分析員認為，新發電廠投運，碰上了“最佳時機”，近期民眾使用電量創下新高，電力儲備低至21%。

MIDF認為，只要電力儲備低於25%水平，對能源領域屬於利好消息。

早前國家能源（TENAGA，5347，主板貿服組）發文告表示，大馬近期用電量創下史上新高，單日用電量達1萬7千175兆瓦。

分析員看好，能源業務將為MMC機構帶來穩定收益。

3大利好

MIDF表示，除了能源業務，捷運二線合約即將頒發，MMC機構與金務大（GAMUDA，5398，主板建筑組）聯營的公司，是最有希望的中標者。此外，MMC機構也可能會把港口資產分拆上市，對MMC機構而言，是另一利好消息。

綜合上述看法，MIDF認為MMC機構未來可能將港口業務分拆上市、能源業務穩定貢獻及捷運二線合約頒發從而提高合約替補率，在3大利好消息下，維持MMC機構“買進”評級及3令吉零5仙目標價不變。

馬拉科夫獲看好

另一方面，興業研究看好馬拉科夫長遠發展，因馬拉科夫與國能合約屬於長期性合約，屆滿日介於2022至2031年。此外，馬拉科夫規模較小的波德申發電廠與國能合約期限也延長至2019年2月28日。管理層表示，該合約每年可為公司貢獻約2千萬令吉營運盈利（EBITDA）。

馬拉科夫持有金寶發電廠40%股權，該發電廠虧損已經收窄，興業看好該業務可以轉虧為盈，馬拉科夫未來淨利有望被提振。（星洲日報／財經‧報導：謝汪潮）


马矿业 丹绒宾电厂启用捎利好
财经 股市 行家论股  2016-03-23 11:25
http://www.nanyang.com/node/753790?tid=462

icy97

金务大MMC获MRT2 155亿隧道工程合约

财经  2016年03月31日
（吉隆坡31日讯）捷运私人有限公司（MRT Corp）颁发总值高达154亿7000万令吉捷运第2阶段（MRT2）隧道工程合约，予金务大（GAMUDA，5398，主板建筑股）及MMC机构（MMCCORP，2194，主板贸服股）组成的MMC GAMUDA KVMRT私人有限公司（简称，MGKT）。

捷运公司的文告指出，该合约配套主要是双溪毛糯-沙登-布城（SSP）路段，长达13.5公里的隧道工程。有关合约也是该路线价值最高的配套。该隧道工程涉及的工作范围包含设计、建筑、完成隧道、地下捷运站以及相关的结构工程。双溪毛糯-沙登-布城（SSP）捷运路线整体长达52.2公里。

捷运私人有限公司首席执行员拿督斯里沙里莫达表示，MGKT过去在地下隧道工程拥有良好的记录，这也是该联营公司获得该项合约的原因。

包括MGKT在內，早前初选入围的公司有，中国铁路工程集团（CREC）、中国交通建设公司、日本大成建设株式会社（Tasei Corporation）以及韩国现代工程及建筑有限公司（Hyundai Engineering and Construction Company Limited）。

然而，最终只有MGKT、中国铁路工程集团以及中国交通建设公司呈上竞標计划。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	THE KLANG VALLEY MASS RAPID TRANSIT, SUNGAI BULOH-SERDANG-PUTRAJAYA LINE- AWARD OF THE UNDERGROUND WORKS PACKAGE
MMC Corporation Berhad (“MMC”) wishes to announce that MMC Gamuda KVMRT (T) Sdn Bhd (“JV Company”), a jointly controlled entity of MMC and Gamuda Berhad, had on 31 March 2016 accepted the award of the Underground Works Package (“Underground Works Package”) from Mass Rapid Transit Corporation Sdn Bhd (“MRT Corp”) appointing the JV Company as the contractor for the Underground Works Package of the Klang Valley Mass Rapid Transit, Sungai Buloh-Serdang-Putrajaya Line Project (“the Project”) for a contract price of RM15.47 billion. The Underground Works Package comprises the design and construction of tunnels, 10 underground stations, fit-out of 1 existing station and other associated works in connection therewith for an approximate length of 13.5 km traversing from the Jalan Ipoh North Escape Shaft to the Desa Waterpark South Portal. The Articles of Agreement between MRT Corp and the JV Company shall be executed in due course. The Project is expected to contribute positively towards the earnings and net assets of MMC Group commencing from the financial year ending 31 December 2016. The Project will not have any effect on the share capital and substantial shareholders’ shareholding of MMC. None of the directors and/or substantial shareholders of MMC and/or persons connected with them has any interest, direct or indirect, in the Underground Works Package of the Project. MMC does not foresee any exceptional risks from the Project other than execution risks. MMC will make the appropriate announcement to Bursa Malaysia as and when there is a material development in relation to the Underground Works Package of the Project. This announcement is dated 31 March 2016.