【AEON 6599 交流专区】永旺

icy97

家乐福加持 永旺短期盈利看好

财经新闻 财经  2012-11-02 10:11
（吉隆坡1日讯）日本永旺集团（Aeon Co）收购法国零售商家乐福，倍受分析员看好，认为大马的永旺（Aeon，6599，主板贸服股）盈利短期内可获家乐福加持，成为国内数一数二的零售业者。

拉昔胡申研究分析员李伟贤指出，新进展只是传言获得证实，但关键问题是大马永旺如何与家乐福大马业务整合，以及整合后对大马永旺的财务影响。

马兴业金融投资研究分析员点出两种可能性，即大马永旺或代日本永旺管理家乐福现有店面，收取管理费用；抑或日本永旺把家乐福店面注入大马永旺。

无论如何，他相信永旺短期内就可获得盈利贡献。

减少直接竞争
这项收购行动意味大马永旺有望成为领域龙头，包含MaxValue在内共计55家店面，以2011财政年销售额合计1220亿令吉日圆，或相等于47亿令吉。

家乐福有26家店面，2012财年销售额近16亿令吉。

李伟贤正面看待上述收购，认为大马永旺的超商业务可获得显著动力与更大经济规模，同时减少永旺超商业务的直接竞争。

他把调整留待永旺管理层的最新消息后，故维持“跟随大市”评级和目标价11.66令吉。

大马永旺营业额一直稳定走升，2007财年至2011财年的5年平均增长率为9.6%。

纪录亮眼，马兴业金融投资研究分析员相信，大马永旺能够把家乐福目前表现差劲的店面由亏转盈。
他调整永旺目标价至12.10令吉，但“中和”评级不变。[Nanyang]

icy97

收購家樂福永旺再跌28仙 永旺信貸高漲56仙冠全場

企業財經02/11/2012 17:55
（吉隆坡2日訊）永旺（AEON，6599，主要板貿易）收購家樂福（Carrefour）大馬業務有益協合效應，惟卻連續4個交易日走跌，惟姐妹公司永旺信貸（AEONCR，5139，主要板金融）卻勁起56仙，高居10大上股榜首！

永旺今早平盤，以12.28令吉報開，受到馬股套利風拖累，不到1分鐘即跟隨大市走跌，交易2句鐘后即挫低30仙，滑至11.98令吉，休休市時掛在12.06令吉，跌22仙。

午盤間，該股仍領頭南下，並在全日最低水平11.98令吉徘徊，閉市時則收12令吉，滑落28仙，成交量86萬8900股。

艾芬投資銀行報告指出，收購家樂福大馬業務雖有助永旺擴張業務版圖，但基于該股估值明顯偏高，且超出目標價10.70令吉水平，暫建議減持永旺。

另廂，永旺信貸卻不受永旺所累，今日股價更是節節衝高，盤中一度勁起60仙，報12.94令吉，漲幅成全場之冠。

該股今早低開，微跌4仙以12.30令吉報開，交易近1小時即止跌回揚，早盤更是一路直衝12.60令吉水平，休市時掛在12.62令吉，勁起28仙。

午盤間，永旺信貸更是有如神助，閉市報12.90令吉，飆高56仙，成交量16萬6100股。

脫售資產精明交易
家樂福總執行長獲好評
家樂福委任普拉薩特（Georges Plassat）為總執行長之舉，大受分析師和投資者歡迎，因他在零售界擁有豐富經驗，這6個月以來的事實也證明，他也是精明的交易者。

普拉薩特本週將大馬家樂福以約5億7600萬令吉售給日本永旺（AEON）。前陣子，他宣布家樂福將在年底前撤出新加坡市場，同時付2億2000萬歐元（約8億6838令吉）以撤出希臘市場。

他最大的勝利，是在上月把家樂福位于哥倫比亞的商店以20億歐元（約79億令吉）售給聖歌士（Cencosud）。

倫敦分析師評價這項脫售：“策略上來說，是蠻聰明的。”

此業務以銷售額的1.3倍脫售，超越歐洲食物零售領域交易平均的3倍。

“他要存下資本開銷以支援資產，這同時證明家樂福的核心業務遭低估。”

普拉薩特此番領導家樂福節奏明快，進行重組工作較前任總執行長歐佛森（Lars Olofsson ）更快。接下來，或有3項脫售案接踵而至。

倫敦另一分析師說：“普拉薩特發現了家樂福需要革命改變。他證明了他不懼怕採取行動。”[ChinaPress]

icy97

母公司購家樂福‧永旺財務不受影響

熱股評析  2012-11-05 19:05
（吉隆坡5日訊）日本永旺集團收購大馬家樂福（Carrefour），雖然暫時與永旺（AEON，6599，主板貿服組）無關，但若母公司最終將這項資產注入，永旺將崛起成為全國第二大零售集團，規模僅遜於大人集團（Giant）。

上週日本永旺建議以9億9千萬令吉收購大馬家樂福，並計劃將所有門店更名為AEONBIG。

馬銀行研究認為，目前來看，上述收購並未影響永旺的財務，銷售遭蠶食的影響也有限，畢竟AEON BIG的目標客戶與永旺不同。

“而且，根據我們的調查，在26家家樂福中，只有8家距離永旺門店不到2公里。＂

該行補充，永旺和AEONBIG可以加強資訊科技、經銷網絡、產品開發等方面的合作，發揮強大的協同效應。

分析員指出，以永旺5年平均5%的營運盈利水平推算，假設AEON BIG所有門店都賺錢，估計霸市業務可貢獻17億令吉營業額、8千500萬令吉營運盈利。

日本永旺計劃透過不同類型的門店，將大馬的門店總數提高到100間，並在2020年達到3千億日圓（約114億令吉）的營業額目標。不過，分析員表示，日本永旺的戰略、永旺的角色等計劃暫時都不明朗。

馬銀行研究維持永旺的“賣出＂評級和9令吉30仙目標價，並指出，如果AEON BIG業務整合在永旺旗下，該股將獲得重估。（星洲日報／財經）

icy97

大小通吃

評論  2012-11-06 11:55
日本百貨龍頭永旺集團年前豪言以大馬為基地，開拓東南亞市場。上週該集團宣佈高價收購大馬家樂福，在在證明其雄心。

收購家樂福後，永旺集團計劃以AEON BIG為名打造霸市品牌，以區隔備受肯定的超市品牌JUSCO。換言之，這家百貨巨擘將同時滲透低價和中價市場，雙線開發不同的客戶群。

其實，類似永旺集團“大小通吃＂的業務策略，也可以在其他行業看到，近年來最為明顯的是航空業。

區域主要航空公司，如馬航、新航、泰航等，自2008年全球金融海嘯爆發以來，業務拓展計劃始終面對經濟展望欠佳的打擊，造成越來越多乘客流失到廉價航空對手，讓這些向來自居“高檔＂航空公司的業界龍頭，紛紛設立廉價航空公司，打算迎頭痛擊勢不可擋的亞洲航空等對手。

不過，暫時來看，就如高檔公司未能明顯改變廉航市場的格局那樣，誰也猜不準永旺集團有無能力扭轉家樂福的困境，畢竟“大小通吃＂成功的關鍵，就在於一家集團能否完全放手讓瞄準不同客戶的子公司獨立運作，甚至互搶客戶的局面。

或許我們可以從中低價品牌的名字看出一些事情，如果我們到AEON BIG霸市購物時，不會與JUCSO的貨品與服務比較，那麼永旺集團成功打造不同品牌的策略的機會應該比較高。可是，直到現在，我們還是喜歡比較飛螢航空和馬航，這個結果，可能是永旺集團深感興趣的吧。（星洲日報／財經小品：王寶欽）

icy97

分店銷售上升‧永旺第三季淨利揚5%

大馬 業績出爐  2012-11-30 07:56
（吉隆坡29日訊）在分店銷售上升激勵下，永旺（AEON，6599，主板貿服組）截至2012年9月30日止，第三季淨利揚升5.33%至5千136萬6千令吉，促使首9個月淨利上升2.46%至1億2千724萬5千令吉。

第三季營業額成長12.61%至8億4千468萬4千令吉，而首9個月營業額則走挺10.45%至23億8千282萬3千令吉。

永旺發文告指出，在新商場、租金及銷售傭金高企驅動下，整體業務表現向好，不過首9個月零售業務盈利卻從9千400萬令吉，下跌至7千510萬令吉，主要是因為新分店營運成本攀升。

該公司認為受惠於政府多項振興措施，國內開銷料趨穩，而且憑著強穩基本面、良好品牌地位及行銷策略，現財政年表現料可取得改善。（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	844,684	750,098	2,382,823	2,157,347
2	Profit/(loss) before tax	75,744	68,860	183,143	178,318
3	Profit/(loss) for the period	51,366	48,768	127,245	124,193
4	Profit/(loss) attributable to ordinary equity holders of the parent	51,366	48,768	127,245	124,193
5	Basic earnings/(loss) per share (Subunit)	14.63	13.89	36.25	35.38
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 ($$)	3.9300		3.6700

賺幅受壓估值高 永旺應聲跌18仙

財經股市30/11/2012 17:58
（吉隆坡30日訊）永旺（AEON，6599，主要板貿易）第3季淨利雖年增5%，但賺幅受壓，加上估值高、股價揚升空間少，遭券商下修投資建議與目標價，股價應聲下跌。

永旺今早以12令吉平盤開市，交易逾1小時后因少數賣盤開始往南挫，盤中一度挫40仙至11.60令吉，高居10大下跌股榜。

休市時，該股跌22仙至11.78令吉，但交投淡薄，僅2萬4100股易手。

閉市時，永旺收在11.82令吉，跌18仙，成交量9萬900股。

截至9月底第3季，永旺營業額按年增長13%至8億4468萬令吉，淨利揚5%至5137萬令吉，主要因新百貨商場和會員日銷量提高。

目標價RM9.30
永旺第3季零售業務年增12%至7億3420萬令吉，但賺幅受壓，使稅務與攤銷前盈利下滑21%至3320萬令吉，反映國內零售市場持續面對劇烈競爭。

基于零售賺幅低于預期，興業投資研究下調2012至14財年的獲利預測，投資建議亦下修至“跑輸大市”，合理價為11.47令吉。

馬銀行投銀研究指出，永旺股價現交易在19.4倍的明年預測本益比水平，以單位數成長前景來看，估值甚高，淨股息回酬率不到1.5%。

故該行維持“售出”建議，目標價9.30令吉。

該行認為，永旺中期重估催化劑，包括開設更多百貨商場、日本永旺成功轉盈大永旺（AEON Big，即大馬家樂福）后，把后者注入永旺旗下；及滲入東馬或海外市場。[ChinaPress]

icy97

末季業績看俏‧永旺3年展望正面

熱股評析  2012-12-14 19:00
（吉隆坡14日訊）分析員看好節慶季節、年終大減價和1月的開學季將推動永旺（AEON，6599，主板貿服組）第四季業績走高，本年度同店銷售成長按年增3%有望達標，不過競爭劇烈料導致明年同店銷售停滯不前，因此維持其財測不變。

同店銷售或停滯不前
肯納格研究認為，該公司未來3年展望正面，9個月同店銷售成長按年增長2%，不過管理層把目標設在3%，預計第四季表現將比前3季理想，因該季向來是全年業績最佳的季度，強穩表現料帶動同店銷售按年增長。

不過該行預見未來業務環境更具挑戰性，料下財政年同店銷售將維持在3%。

“新分行8至9%的同店銷售成長，料減緩舊分行每年少於1%的低同店銷售成長。＂

永旺於12月4日在Sri Manjung開設面積44萬7千平方呎的購物商場，並計劃在2013和2014財政年，分別在古來、大山腳及雙溪大年開設購物中心。

該行認為，未來將在Sri Manjung開業的霸級市場，如特易購（Tesco）、巨人（Giant）、宜康省（Econsave）及邁丁（Mydin），依然無法像該公司般為消費者提供一站式的購物體驗，此利好因素料從2013財政年開始支撐該公司獲利。

為了從新競爭者手中爭取更多租戶組合，該公司已計劃為兩家購物商場裝修，AU2購物商場放眼在2013年第二季完成，而武吉拉惹則在2013財政年開始。

“過往紀錄顯示，上述分行裝修後將正面貢獻該公司未來盈利。＂

該行表示，2013財政年只有一家購物商場開張，相信資本開銷不大，不過因2014至2015財政年有2至3間新分行開張，每年約花費4億令吉，加上兩家購物商場的4千萬裝修費，料導致資本開銷走高。

“今年第三季為止，該公司淨現金為3億4千280萬令吉，相信接下來將籌措資金為拓展計劃融資。＂

該行維持該公司2012及2013財政年盈利在2億2千300萬令吉及2億5千200萬令吉，目標價11令吉30仙，2013財政年本益比15.8倍，給予“落後大市＂評級。（星洲日報／財經）

icy97

永旺斥9001萬莎阿南購地

企業財經28/12/2012 20:44
（吉隆坡28日訊）配合擴展零售業務策略，永旺（AEON，6599，主要板貿易）將斥資9001萬令吉購地，並與其他公司聯合發展及經營該項目。

該公司向馬證交所報備指出，將與Lebar Daun發展私人有限公司，及雪州經濟發展機構（PKNS）簽署聯合發展及買賣協議，共同此項目。

文告指出，該公司共以9001萬52令吉購買的土地，面積7.6公頃，位于莎阿南市，將用來建造及經營永旺購物廣場及百貨中心。

此計劃符合永旺放眼增設分行，加速擴展旗下零售業務的策略。

“脫售協議將在獲相關單位批准后的6個月內完成，永旺將在協議執行后先支付收購價10%做為訂金，獲準發展后的14天內支付額外20%，獲得監管單位批准后的14天內清還余額。”[ChinaPress]

AEON CO. (M) BHD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	AEON CO. (M) BHD. ("AEON" OR "COMPANY") - Acquisition of Land
1.        INTRODUCTION The Board of Directors of the Company (“Board”) is pleased to announce that the Company has on 28 December 2012 entered into a Joint Development and Sale and Purchase Agreement (“Agreement”) with LEBAR DAUN DEVELOPMENT SDN. BHD. (Company No. 474585-K) having its registered address at Wisma Lebar Daun, 2 Jalan Tengku Ampuan Zabedah J9/J, Seksyen 9, 40000 Shah Alam, Selangor Darul Ehsan (“Vendor”) andPERBADANAN KEMAJUAN NEGERI SELANGOR (PKNS), a statutory body incorporated under the Selangor State Development Corporation Enactment 1964 and having its head office at Tingkat 2-9, Menara HPAIC, Laman Seri Business Park, No. 7, Persiaran Sukan, Seksyen 13, 40100 Shah Alam, Selangor Darul Ehsan (“Proprietor”) in respect of the acquisition of a piece of vacant land held under Pajakan Negeri 73008 Lot 2437 Seksyen 13 Bandar Shah Alam Daerah Petaling Negeri Selangor measuring approximately 7.602 hectare or 818,273.2 square feet at the purchase price of Ringgit Malaysia Ninety Million Ten Thousand and Fifty Two (RM90,010,052.00) only for the purpose of constructing and operating a shopping centre and a departmental store cum supermarket in accordance with all the terms and conditions as stipulated in the Agreement (“Acquisition”). 2.        THE ACQUISITION 2.1        Information on the Sale Property (i) The Proprietor is the registered and beneficial owner of a piece of vacant leasehold land held under Pajakan Negeri 73008 Lot 2437 Seksyen 13 Bandar Shah Alam Daerah Petaling Negeri Selangor measuring approximately 7.602 hectare or 818,273.2 square feet (“the Sale Property”). (ii)        Pursuant to the Privatisation Agreement dated 3rd April 2002 made between the Vendor and the Proprietor, the Proprietor has amongst other things, granted to the Vendor the right to deal with the Sale Property including to sell the Sale Property to the Company for the purpose of constructing and operating a shopping centre and a departmental store cum supermarket on the Sale Property and to receive the Purchase Price (hereinafter defined) and/or any money payable by the Company to the Vendor pursuant to the Agreement on behalf of the Proprietor.         (iii)        The Vendor has been nominated by the Proprietor with the consent of the Proprietor to enter into the Joint Development of the Sale Property, the Vendor has agreed to sell and the Company has agreed to purchase the Sale Property with the land use for “COMMERCIAL” and free from all encumbrances, caveats, liens and other restraints with vacant possession but otherwise subject to all conditions whether express or implied and restrictions-in-interest endorsed on the original document of title thereof upon the terms and conditions in the Agreement. 2.2        Basis of arriving at the purchase consideration         The Company is not able to disclose the net book value of the Sale Property as the said net book value is not made known to the Company. The purchase consideration for the Acquisition amounting to Ringgit Malaysia Ninety Million Ten Thousand and Fifty Two (RM90,010,052.00) only (“Purchase Price”) is arrived at based on the rate of Ringgit Malaysia One Hundred and Ten (RM110.00) only per square feet on an estimated area of 7.602 hectare or 818,273.2 square feet of the Sale Property after taking into consideration the valuation carried out by the Company’s valuer, VPC Alliance (KL) Sdn. Bhd. on 13th May 2008 which adopted the Comparison Method and the Acquisition will be fully satisfied by cash and funded by the Company’s internal generated funds. 2.3        Assumption of liabilities including contingent liabilities and guarantees The Company will not be assuming any liabilities including contingent liabilities and guarantees pursuant to the Acquisition. 2.4        Salient terms and conditions of Agreement The salient terms and conditions of the Agreement, among others, are as follows:- 2.4.1        The Vendor agrees to sell and the Company agrees to purchase the Sale Property free from all encumbrances with vacant possession but subject to all conditions of the original document of title whether express or implied, restrictions in interest endorsed on the original document of title affecting the Sale Property. 2.4.2        The completion of the Agreement of the Sale Property is subjected to and conditional upon the fulfillment and approval of the following conditions precedent (“Conditions Precedent”) within six (6) months from the date of the Agreement or such other extended date as may be mutually agreed by the parties (“Conditional Period”):- (a)        the Vendor shall at its own costs and expenses obtain the Master Lay-Out Plan approval for the development and the construction of the shopping centre on the Sale Property (“Master Planning Approval”); (b)        the Vendor shall at its own costs and expenses obtain the Planning Approval/ Development Order from the relevant authorities in respect of the development and the construction of a shopping centre and infrastructure to be erected on the Sale Property including the ingress and egress points, traffic light junctions and traffic circulation respectively. For avoidance of doubt, the Vendor shall, at its own costs and expenses, meet and fulfill all the conditions and/or requirements stated in the Planning Approval/ Development Order imposed by the relevant authorities subject and limited to the followings: (i)        Contribution of Costs for the submissions and obtaining the Planning Approval/Development Order; and (ii)        Contribution to Infrastructure Service Fund (ISF); and (iii)        Consultation Fee to the Planner. (c)        the Vendor shall, at its own costs and expenses, obtain the approval from the Relevant State Authorities for the transfer of the Sale Property to the Company, if applicable (“State Authority’s Approval”) with the land use of the Sale Property as “Commercial”; (d)        the Vendor shall, at its own costs and expenses, obtain the necessary approvals from the Relevant Authorities for the supply of electricity from the two (2) sources of Tenaga Nasional Berhad (“TNB”) for the Sale Property (“TNB Approval”) including but not limited to all the infrastructures right up to the tapping points or connection points of the Sale Property;. (e)        the Company shall, at its own costs and expenses, apply for and obtain the approval of the relevant authorities for the Building Plan of the shopping centre (“Building Plan Approval”) with the assistance of the Vendor; (f)        the Company shall, at its own costs and expenses, apply for and obtain the approval of the Economic Planning Unit of the Prime Minister’s Department (“EPU Approval”) for the acquisition of the Sale Property in accordance with the terms of the Agreement; (g)        the Company shall, at its own costs and expenses, as a foreign-owned company, apply for and obtain the approval of the State Authority for the acquisition of the Sale Property in accordance with the terms of the Agreement under Section 433(B) of the National Land Code 1965 (“State Authority 433B Transfer Approval”); and (h)        the Company shall, at its own costs and expenses, apply for and obtain the approval of the Distributive Trade Committee of the Ministry of Domestic Trade and Consumer Affairs for the purchase of the Sale Property for the operation of a shopping centre and a departmental store cum supermarket on the Sale Property (“DTC Approval”). This announcement is dated 28 December 2012. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1161461

icy97

9千萬購地建商場‧永旺現金充裕可負擔

大馬  2012-12-31 18:40
（吉隆坡31日訊）以9千零1萬令吉現金，收購沙亞南13區的一塊7.6公頃地段，作為發展新購物中心。

分析
永旺將全面以內部融資作出收購行動，不過基於手持3億4千300萬令吉現金及零債務，肯納格研究並不感到擔憂，而且認為地段收購價合理，相等於每平方英呎110令吉，相比週遭的地段介於150至200令吉。

達證券表示，由於建築工作耗時24個月，因此將無法預見即時的盈利貢獻，不過隨著霹靂州曼絨新分店於本月初開始營業，相信將推升盈利表現。

“有關地段位置中收入階級的住宅地帶，靠近擁有超過5萬名學生的科學管理大學，加上附近城鎮沒有類似的大型購物中心，減低競爭壓力，預計該公司能長期受惠。＂

永旺沙亞南13區首設分店
這也是永旺在沙亞南13區的首家購物中心，且不靠近日前遭母公司日本永旺收購的家樂福（Carrefour）的任何分店。

達證券預期該公司未來幾年的同店銷售可錄得2.5至3.5%增長，而肯納格則維持2013財政年3%成長，料與2012財政年的走勢相符。

馬銀行研究認為，永旺估值已過高，達到20.5倍本益比，加上僅取得單位數成長，因而相等於欠缺吸引力的1.4%淨週息率。

同時，肯納格對該公司前景持“中和＂看法，主要擔心業績可能會受全球經濟趨軟影響。

受到利好消息激勵，加上尾盤托市效應，該股以全日最高14令吉12仙閉市，上揚1令吉42仙。（星洲日報／財經）

icy97

AEON CO. (M) BHD

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	NM-121231-54300
Subject	AEON CO. (M) BHD. ("AEON" OR "COMPANY") - Acquisition of Land
Description	AEON CO. (M) BHD. ("AEON" OR "COMPANY") - Acquisition of Land
Query Letter Contents	We refer to your announcement dated 28 December 2012 in respect of the aforesaid matter. In this connection, kindly furnish Bursa Securities with the following additional information for public release:- 1) To state the expiry date of the lease of the Sale Property. 2) To provide brief details and quantify the value of the Sale Property ascribed by VPC Alliance (KL) Sdn Bhd on 13 May 2008. 3) To provide justification for the purchase consideration. 4) To incorporate the termination and/or refund clause of the Agreement. 5) To state the effect on Earnings per Share, Net Assets per Share and gearing of the Company for financial year ending 31 December 2013. 6) To elaborate on the prospect of the Sale Property in realising the Company's expansion plan. 7) To include information required under item (4), Part C, Appendix 10A of Chapter 10 of the Main Market Listing Requirements. 8) To also include the Valuation Report by VPC Alliance (KL) Sdn Bhd as document for inspection. Please furnish Bursa Securities with your reply within one (1) market day from the date hereof. Yours faithfully SUZALINA HARUN Head, Issuers Listing Division Regulation WCY/NM copy to:- General Manager & Head, Market Surveillance, Securities Commission (via fax)
Further to the Company’s announcement made on 28th December 2012 in relation to the Acquisition of Land, the Company furnished herewith the following additional information for the public release: 1) The expiry date of the lease of the Sale Property is 26th October 2103. 2) Based on the valuation report by VPC Alliance (KL) Sdn Bhd (“Company Valuer”) on 13th May 2008, the market value of the Sale Property is located near the junction of Persiaran Sukan and Persiaran Akuatik, within Section 13, Shah Alam, Selangor Darul Ehsan, with vacant possession and free from encumbrances was RM100 per square feet. The land use of the Sale Property as indicated in the land title is Commercial. 3)        The total purchase consideration of RM90,010,052.00 was arrived at between the parties on a ‘willing-buyer willing-seller” basis, after taking into consideration the development of the potential of the Sale Property, the range of market values for similar lands in the vicinity and valuation carried out by Company Valuer on 13th May 2008 as mentioned in item (2) above. The valuation of the Land was carried out by using the comparison method. 4) The brief details of the termination clause and/or refund clause of the Agreement are as follows:- Clause 16.        NON-COMPLETION BY VENDOR         16.1        In the event the Vendor fails to complete the sale of the Sale Property pursuant to this Agreement, the Purchaser shall be entitled at its option to elect for specific performance of the sale and purchase hereunder of the Sale Property and to all other relief flowing therefrom or by notice in writing (hereinafter referred to as “the Election Notice”) served on the Vendor to elect to terminate this Agreement and accept a sum being equivalent to the Deposit as agreed liquidated damages (hereinafter referred to as “the Liquidated Damages”) from the Vendor who shall on or before the expiry of fourteen (14) days from the date of the Election Notice pay the Liquidated Damages to the Purchaser and cause all monies paid by the Purchaser to be refunded by the Vendor in accordance to Clause 2.2 of this Agreement and the amount of costs incurred by the Purchaser in obtaining the Planning Approvals/Development Order in accordance to Clause 2.3 of the Agreement (if applicable) and the Vendor shall further pay to the Purchaser interest on the Liquidated Damages and the aforesaid monies calculated at the rate of eight per centum (8%) per annum from the date of the expiry of the Election Notice until the date of actual payment and refund. Clause 17.        NON-COMPLETION BY PURCHASER Subject to the provisions in Clause 2 herein contained, in the event the Purchaser fails to complete the joint development and sale and purchase of the Sale Property including but not limited to the payment of the Purchase Price in accordance with the provisions of this Agreement the Vendor shall, by notice in writing to the Purchaser, be entitled at its option to elect for specific performance of the sale and purchase hereunder of the Sale Property and to other relief following therefrom or by notice in writing to the Purchaser be entitled to forfeit the Deposit as agreed Liquidated Damages whereupon the Purchaser shall within fourteen (14) days from the date of receipt of such written notice. 5)        The acquisition is not expected to have any material impact on the earnings per share, net assets per share and gearing of the Company for the financial year ending 31 December 2013.         6)        The acquisition provides such an opportunity for the Company to acquire land and expand its presence in the growing area of Shah Alam. 7)        The Company intends to construct and operates a shopping centre and a departmental store cum supermarket in accordance with all the terms and conditions as stipulated in the Agreement on the Sale Property. At this juncture, the exact details pertaining to the shopping centre, total development cost, expected commencement and completion date has yet to be finalized and no profits is expected to be derived as the Sale Property was purchased for the use of the Company. The Board of Directors is confident that the acquisition will be well received. 8)        A copy of the Valuation Report by VPC Alliance (KL) Sdn Bhd is available for inspection at the registered address of the Company at 3rd Floor, AEON Taman Maluri Shopping Centre, Jalan Jejaka, Taman Maluri, Cheras, 55100 Kuala Lumpur during normal office hours from Monday to Friday (except public holidays) for a period of three (3) months from the date of the announcement made by the Company on 28th December 2012. This announcement is dated 3 January 2013.

icy97

wachin 发表于 30-10-2012 07:58 PM
母公司传购家乐福 永旺否认涉及谈判

财经新闻 财经  2012-10-31 08:35

4月中完成收購 家樂福易名大永旺

財經30/01/2013 22:00
（吉隆坡30日訊）永旺（AEON，6599，主要板貿易）將在今年4月中，完成收購家樂福（Carrefour）易名為大永旺（AEON Big），整個品牌重塑計劃花費1億令吉。

永旺子公司大馬大永旺私人有限公司董事拉昔阿當今日與媒體聚餐時說，母公司自去年12月全面收購家樂福后，易名工程已開始分階段進行中，將趕在4月中完成這項品牌重塑計劃。

他說，目前公司將所有家樂福自有的品牌和進口產品清倉，以在4月中完成易名。

拉昔阿當指出，公司在居鑾的新分行將會在今年7月開幕。

另外，為了迎合社會的需求，公司在Alamanda和莎亞南設立清真分行，不久更會在哥打白沙羅增設一家清真分行。

根據早前報導指出，永旺在去年12月1日以5億7600萬令吉，全面收購家樂福大馬業務，致力將后者轉虧為盈。

該公司指出，永旺與大永旺這兩家購物中心的經營模式不一樣，后者為霸級市場，兩者業務與顧客群不會有衝突。

目前，除了大馬，永旺分別在泰國、菲律賓、印尼、越南和柬埔寨亦有業務，並希望成為亞洲第一的零售巨頭。

近年來，永旺加速拓展亞洲業務，除了大馬，越南、印尼和柬埔寨這3個國家，是該集團十分看好的東南亞市場。[中国报财经]

icy97

拓大馬市場‧永旺資本開銷達3億

大馬  2013-02-08 10:31
（吉隆坡7日訊）永旺（AEON，6599，主板貿服組）繼續拓展大馬市場，預計今年撥出3億令吉資本開銷擴充業務。

該公司董事經理周瑪莉指出，該公司將於今年下半年，在柔佛古來增設1間購物中心，持續其每年不斷增長及擴充的營運目標。

她指出，該公司今年的資本開銷介於5千萬至3億令吉之間，而确實數目則胥視涉及擴充計劃的模式而定。

她指出，該公司對2013年的大馬零售市場前景保持樂觀，包括政府推行的最低薪金制，將加強涉及的消費者的消費能力，對整體零售業有利。

詢及最低薪金制措施對該公司本身影響，她表示，將會配合及提昇員工生產力應對。

她今日出席永旺區域市場新員工就職儀式後作上述披露。

她指出，目前的零售市場競爭激烈，不過，該公司將以迎合客戶購物需求及行態，配合創新產品和服務等應付市場的挑戰。

營運重點轉移至亞洲

詢及該公司會否繼續收購地庫進行擴張時，她表示，該公司會時常尋求良好投資機會，以使該公司業務及規模持續成長及變得更好。

較早時，永旺東盟業務副總裁兼首席執行員尾山長久在會上指出，該公司將把營運重點轉移至亞洲市場，因未來10年裡，亞洲的零售市場規模將迅速增長至500兆日圓的水平。

他指出，至2020年時，亞洲國家的國內生產總值將成為全球第一，超越北美洲，使亞洲在全球的角色的重要性將一步增長。

目前該公司在亞洲區域設有2千300間百貨購物中心，包括普遍的百貨中心、超級市場、霸級市場以及便利店等。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	872,846	827,267	3,255,669	2,984,614
2	Profit/(loss) before tax	116,335	98,962	299,478	277,272
3	Profit/(loss) for the period	85,580	71,168	212,825	195,353
4	Profit/(loss) attributable to ordinary equity holders of the parent	85,580	71,168	212,825	195,353
5	Basic earnings/(loss) per share (Subunit)	24.38	20.28	60.63	55.66
6	Proposed/Declared dividend per share (Subunit)	18.25	14.75	18.25	14.75
		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 ($$)	4.1900		3.6700

Remarks :

The Directors have recommended the payment of a first and final gross dividend of 23% less 25% tax and a special tax exempt dividend of 1% in respect of the financial year ended 31 December 2012. The proposed final dividend will be subject to the shareholders' approval at the forthcoming Annual General Meeting.

icy97

產業管理高利潤‧永旺獲利前景受看好

熱股評析  2013-03-01 18:30
（吉隆坡1日訊）永旺（AEON，6599，主板貿服組）業績符合市場預期，分析員普遍看好產業管理業務將持續貢獻更高盈利，加上2011年新開張的3家店貢獻，從而持續看好該公司的獲利前景，部份分析員上調財測。

僑豐研究指出，永旺稅前賺利按年上揚20基點，從8.8%增至9%，主要是產業管理高利潤增長抵銷了零售業低獲利的衝擊。
本益比調高至18倍

鑒於產業管理高利潤、強穩基本面、優良品牌及合乎預期的拓展計劃，僑豐上調2013年財測1.9%至2億2千990萬令吉，並認為值得更高估值，而將本益比從16倍調高至18倍。

同時，馬銀行研究也調高2013及2014年財測6%及11%，分別為2億3千萬令吉和2億5千680萬令吉，並考量產業管理貢獻該集團超過半數淨利，調高該業務2013及2014年稅前利潤預測至36%及33%。

對於股息，馬銀行認為，每股18.25仙的淨派息，雖然比預期高，但2012年杪永旺現金增至4億5千400萬令吉，即每股1令吉29仙現金，週息率卻少於2%。

達證券維持2013年財測於3億5千萬令吉，但看好該公司獲利前景，主要是從2011年杪分別新開張的新店貢獻，估計未來3年的同店銷售可取得2至2.5%的成長。

不過對於永旺位於吉打、檳城和柔佛有意新設的新店，達證券基於發可能終止風險，未計入預測內，因為可能面對2009年焦賴店所面對的土也收購問題。

謹慎看待大永旺

對於收購家樂福易名為“大永旺＂（AEON BIG），達證券趨謹慎，因為業務相近可能互相侵蝕市場，惟永旺管理層表示會帶來協同效益成本節約，因此暫時觀望發展。

MIDF研究指出，永旺2012年營業額寫下9.1%成長率，為3年內最佳，已相當接近2009年的10.5%成長率，淨利也按年穩健上揚8.9%，不過認為其表現已計入預測，而維持財測不變。（星洲日報／財經）

icy97

永旺掷6500万装潢霸级市场

財经 2013年3月8日
（吉隆坡8日讯）日本零售商永旺集团（Aeon Co）將在今年投资6500万令吉，於其霸级市场--永旺BIG（Aeon BIG），进行內部与外部的装潢工作。

前身为家乐福（Carrefour）的永旺BIG，目前在新管理层的领导下，正进行一连串的品牌重塑活动。       

永旺BIG董事经理兼东盟业务首席执行员尾山长久表示，自从去年11月收购了大马家乐福27间门店后，其团队便致力於改善业务经营，以便能够更好及更有效率地为其顾客服务。

「在经加强產品种类和良好的零售组合下，顾客们可以確保在同一屋簷下获得最大的优惠。」

尾山长久是在周四的「橙色运动」推介礼上，发表上述谈话。

料5月完成

为了配合其品牌重塑活动，为期70天的「橙色运动」將推介全新面貌的產品目录、网站和门店装潢。

尾山长久透露，位於莎阿南23区、梳邦再也、旺沙玛朱、丽阳城购物广场（Tropicana City Mall）、武吉林茂及哥打白沙罗的6家店面已完成修復，而剩余的门店装潢工作也將全部在5月杪完成。

他补充，「所有门店將照常营业，而装横工作则將在夜晚进行。目前的工作进展非常顺利。」

永旺BIG的「橙色运动」將於3月至5月9日在全国的永旺BIG门店进行。[东方日报财经]

icy97

資產規模可叫價13.8億‧永旺產託化須細思量

熱股評析  2013-03-25 18:32
（吉隆坡25日訊）永旺（AEON，6599，主板貿服組）或配合母公司策略將旗下購物中心產業“產託化＂，其產託資產可能叫價13億8千萬令吉，惟分析員認為該公司並未迫切需要進行此行動。

或派1.30令吉特別股息

同時，永旺在2012年杪持有4億5千400萬令吉稅務優惠需於2013年杪用罄，這增加其每股派1令吉30仙特別股息的可能性。

永旺日本母公司2012年6月宣佈，可能會在日本或海外設立產業投資信託（產託），藉以集資作為擴展與併購用途。母公司將加速擴展區域的步伐，將在日本以外開2千500家分行，包括擴展中國、越南、柬埔寨。

馬銀行研究不排除大馬永旺產托化的可能性，但認為不急於一時，因大馬永旺的資產負債表較穩健以及同樣在積極擴張。日本母公司2012財政年有4千200萬令吉債務，負債比達0.9倍，大馬永旺則有4億5千400萬令吉現金在握，大馬永旺則每年開一兩間分行，可輕易獲內部融資。

需考慮2大因素

馬銀行研究說，大馬永旺要把旗下資產“產託化＂之前，需考慮以下兩大因素：
●既是產託業主與主租戶的雙重身份，在利益上有衝突；產託的優先考量是從更高租金最大化盈利，而永旺之目的是從更低租金成本擴大盈利。
●沖淡產業管理貢獻，永旺近年策略是朝向建築與擁有本身商場，這提供循環收入，達營運盈利的43%；倘若資產“產託化＂，將沖淡這方面的貢獻。

永旺擁有26個購物商場，其中21個由本身擁有或管理，另外5個座落在第三方購物中心如萬達鎮、谷中城、IOI商場、皇后灣購物中心與雙威金字塔等。

分析員說，該產業每方英尺2千700至4千令吉之間，視地點而定，房產價值潛在上漲44%至13億8千萬令吉。

分析員也假設說，永旺持有4億5千400萬令吉稅務優惠，這些優惠須在2013年使用，因此，可能付出每股1令吉30仙特別股息。

撥回母公司2.3億

“永旺撥回日本母公司的達2億3千200萬令吉，淨債務達4千200萬令吉，永旺也可能保留有關現金作未來擴展用途。＂

實質淨資產值為13令吉40仙，或佔本益比的15倍，這把多項因素，如其本身擁有的購物中心管理服務約佔收入的53%，未發展的地庫價值計算在內。
分析員調高評級至“守住＂，目標價由9令吉30仙調高至12令吉50仙。（星洲日報／財經）

pekbaru

没跟市场上扬 反而大幅回退 有重大事件????

icy97

永旺Topvalu成永旺聯號公司

大馬 即時大馬財經  2013-04-20 12:28
（吉隆坡20日訊）永旺（AEON，6599，主板貿服組）以39萬9千998令吉現金認購大馬永旺Topvalu私人有限公司39萬9千998令吉合約，並以2令吉收購AIC INC的2股普通股，將永旺Topvalu變成公司聯號公司。

該公司發文告指出，相關收購計劃符合公司加快“TOPVALU＂私人品牌業務擴張速度，料不會對公司股權、盈利和淨資產等帶來影響。

目前，永旺Topvalu私人主要從事零售供應商，而AIC INC則主要涉足產品開發和進口業務。（星洲網）

AEON CO. (M) BHD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	AEON CO. (M) BHD. ("the Company" or “AEON CO.”) - SUBSCRIPTION OF AEON TOPVALU MALAYSIA SDN. BHD.’S SHARES - ACQUISITION OF AEON TOPVALU MALAYSIA SDN. BHD.’S SHARES
1. INTRODUCTION The Board of Directors of the Company (hereinafter referred to as the “Board”) wishes to announce that the Company has on 19th April 2013 entered into a Subscription and Relationship Agreement (hereinafter referred to as the “Agreement”) with AEON TOPVALU MALAYSIA SDN. BHD. (Company No. 1030462-A) (hereinafter referred to as the “ATM”) and AIC INC (hereinafter referred to as the “AIC”) for the investment in ATM as follows: (i)        Subscription of 399,998 ordinary shares of RM1.00 each in ATM at par at the subscription price of Ringgit Malaysia Three Hundred Ninety Nine Thousand Nine Hundred and Ninety Eight (RM399,998.00) only; and(ii)        Acquisition of 2 ordinary shares of RM1.00 each at par for the purchase consideration of Ringgit Malaysia Two (RM2.00) only from AIC, subject to the terms and conditions as stipulated in the Agreement. Following the above, the shareholders and their respective shareholdings in ATM will be as follows: AEON CO. : 20% (400,000 ordinary shares of RM1.00 each) AIC : 80% (1,600,000 ordinary shares of RM1.00 each) Total enlarged share capital : 100% (2,000,000 ordinary shares) Upon completion of the Transactions, ATM will become an associate company of the Company. 2.        INFORMATION ON ATM 2.1        ATM is a private limited company incorporated in Malaysia on 7th January 2013 under the Companies Act, 1965 with an authorised share capital of RM5,000,000.00 comprising 5,000,000 ordinary shares of RM1.00 each and an issued and paid-up share capital of RM1,600,002.00 comprising 1,600,002 ordinary shares of RM1.00 each .2.2        ATM’s principal activity is operating as a retailer supplying merchandise including, but not limited to the merchandise under the private brand name of “TOPVALU”. 3.        INFORMATION ON AIC AIC is a company incorporated in Japan with a paid-up share capital of JPY230,000,000. AIC’s principal activities are operating as a trading company specializing in product development and also as an importer. 4.        DETAILS OF THE TRANSACTIONS INTO ATM’S SHARES The Company will invest in twenty percent (20%) of the enlarged issued and paid-up shares capital of ATM in the following manner:-(i)        To enter into the Agreement upon approval by the Board of Directors of the Company.(ii)        After entering into the Agreement, the Company shall be entitled to serve the duly executed subscription notice to ATM for the subscription of the shares in ATM.(iii)        On the completion date which is defined in the Agreement, the Company will pay the subscription price to ATM in accordance to the subscription schedule and ATM shall issue the subscription shares to the Company as follows:- No. of Ordinary Shares in ATM Consideration (RM) AEON CO. (M) BHD. 400,000 (20%) 400,000 AIC INC 1,600,000 (80%) 1,600,000 2,000,000 5.        SALIENT FEATURES OF THE AGREEMENT 5.1        The Agreement is entered between ATM, AIC and the Company for the subscription of the ordinary shares of ATM by the Company and AIC. ATM has agreed to issue 2,000,000 ordinary shares at RM1.00 each for subscription by AIC and the Company, and AIC and the Company have agreed to subscribe such ordinary shares, subject to the terms and conditions of the Agreement. 5.2        On 29th January 2013, ATM has issued and registered a total of 1,600,000 ordinary shares of RM1.00 each to AIC for the subscription price of RM1,600,000.00 and AIC has duly paid the full subscription amount to ATM on the said date. 5.3        On 14th February 2013, ATM has transferred and registered a total of 2 ordinary shares of RM1.00 each to AIC for the total subscription price of RM2.00 and AIC has duly paid the total full subscription amount to ATM on the said date. 5.4        ATM has agreed to issue to the Company and the Company has agreed to subscribe 399,998 ordinary shares of RM1.00 each in ATM at the subscription price of RM399,998.00, and AIC has agreed to transfer to the Company and the Company has agreed to purchase 2 ordinary shares of RM1.00 each in ATM as stated in item 5.3 above at the purchase price of RM2.00 from AIC in accordance with the terms and conditions set out in the Agreement. 6.        RATIONALE OF THE TRANSACTIONS The Transactions are in line with the Company’s corporate strategy of accelerating the expansion of its private-brand business under the private brand name of “TOPVALU”. 7.        THE EXPECTED GAINS OR LOSSES ARISING FROM THE TRANSACTIONS The Transactions are not expected to give rise to any gains or losses on the earnings of the Company for the current financial year ending 31 December 2013. 8.        ASSUMPTION OF LIABILITIES FOR THE TRANSACTIONS The Transactions will not have any effect on the liabilities of the Company. 9.        EFFECT OF THE TRANSACTIONS 9.1        Share Capital and Substantial Shareholders’ Shareholdings The Transactions will not have any effect on the share capital of the Company or the shareholdings of substantial shareholders. 9.2        Earnings and Net Assets The Transactions are not expected to have any material impact on the earnings and net assets per share of the Company for the financial year ending 31 December 2013. 9.3        Gearing The Transactions do not have any gearing impact on the Company. 10.        DIRECTORS AND MAJOR SHAREHOLDERS’ INTEREST AEON Co., Ltd (“ACL”), a major shareholder of the Company is the holding company of AIC and is deemed interested in the Transactions. Mr Nagahisa Oyama, Mr Naoki Hayashi and Mr Mitsuru Nakata are key employees of ACL and persons connected to ACL. Therefore, Mr. Nagahisa Oyama, Mr. Naoki Hayashi and Mr. Mitsuru Nakata are deemed interested in the Agreement shall abstain from all deliberations and voting in connection with the Transactions. Save as disclosed above and the best of the Company’s knowledge, none of the Directors and/or major shareholders of the Company and/or persons connected with them, have any interest, directly and/or indirect in the Transactions. 11.        STATEMENT BY THE BOARD OF DIRECTORS Having considered the rationale and effects of the Transactions, the Board is of the opinion that the Transactions are in the best interest of the Company. 12.        PROSPECT The Transactions of twenty percent (20%) equity shares in ATM will enable the Company to participate in ATM’s business for synergistic benefits and further allow the Company to continue to enjoy and share in potential future returns generated by the business through the expertise of ATM. 13.        RISK FACTOR Apart from the ordinary business risks, there are no other additional risks envisaged that may arise from the Transactions. 14.        APPROVALS REQUIRED The necessary approvals for the Transactions are as stated in item 4 above and the Transactions do not require the approval of the shareholders of the Company. 15.        ESTIMATED TIME FRAME FOR COMPLETION Unless the parties otherwise agree, the completion date will take place on 30th April 2013 or any earlier date agreed between the Company and ATM. This is a voluntary announcement under the Main Market Listing Requirements of Bursa Malaysia Securities Berhad. This announcement is dated 19th April 2013.

icy97

AEON CO. (M) BHD

EX-date	12/06/2013
Entitlement date	14/06/2013
Entitlement time	05:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	First and Final Dividend of 23% less 25% tax and a special tax exempt dividend of 1% in respect of the financial year ended 31 December 2012
Period of interest payment	to
Financial Year End	31/12/2012
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	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	11/07/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14/06/2013
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	Percentage
Entitlement in percentage (%)	24

icy97

永旺：落實消費稅 短期影響購買意願

企業財經22 May 2013 20:15
（吉隆坡22日訊）市場對消費稅嚴陣以待，永旺（AEON，6599，主要板貿易）相信落實后購買意願將受影響，但短期內可恢復正常，對業務及領域影響微。

該公司主席拿督阿都拉在年度股東大會后的記者會上強調，儘管從2年前開始公共及私人界即開始議論消費稅，但至目前為止消費稅未曾落實執行。

“這是項複雜的稅務，不只是我們，每個人都在探討著這項稅務，需待至真正落實后才可得知其條款及影響，不過永旺已準備好應付。”

或影響非必需消費

永旺執行董事裴榮裕則補充，一旦消費稅全面落實，無論大型或小型業務皆需執行此項新措施，或影響非必需性消費（cyclical consumption）。

“這項新措施料改變市場消費習慣及情緒，不過短期內可消化此變動並且正常化，不會構成太大影響。”

阿都拉亦指出，國內零售業仍持續成長，尤其是食品等必需品的需求日益高漲，非必需性消費需求則隨著收入增加，前景保持亮眼。

“國內零售市場規模仍非常龐大，若以營業額計算，每年市值高達830億令吉，目前單單是永旺，僅佔32億令吉分額，可擴展成長的空間仍非常大。”

同時列席記者會的董事經理周瑪莉補充，永旺在國內市場排名第3，若加上剛收購的大永旺（AEON Big）市佔率將晉升至第2大，未來希望可升至市場第1位。

今年撥3.5億
裝修增設商場

需求持續推高消費成長，永旺今年將撥超過3億5000萬令吉做開銷，裝修店面並增設新商場。

周瑪莉指出，今年資本開銷超過3億5000萬令吉，單單是每年輪流翻修購物商場資金高達1億2000萬令吉，同時亦將增設1間分銷中心，冀提高運輸效率。

“公司將耗資2億4000萬令吉在古來再也增設新商場，預計今年12月開張，面積43萬平方公尺，完成后將成為永旺旗下第31間零售店。”

她指出，公司每年皆爭取為2間至3間購物商場整修，明年將動工的包括新山Tebrau City、蒲種鎮及雙威城。

永旺亦將業務擴展至其他方面，包括引進日本大創Daiso百圓商店，分店已多達10間。

“目前在百圓商店業內共有3大主要業者，公司已讓大創走出永旺旗下的購物商場，冀未來設更多分店，奪市場第1寶座。”

通過派息23%

永旺冀延續上財年佳績，並在22日的股東大會上，也通過派息議案。

詢及本財年全年前景時，阿都拉認為難預期，不過有信心可延續上財年表現，錄超過10%的營業額成長。

“不過最終仍需視國內經濟成長強勁度需定，若以目前狀況來看，需求推動消費持續看俏，本財年可延續上財年表現。”

該公司股東在22日（週三）舉辦股東大會上，通過終期派息23%及特別派息1%的決定。[中国报财经]


永旺資本開銷料逾3.5億

大馬 業績出爐  2013-05-23 11:22
（吉隆坡22日訊）永旺（AEON，6599，主板貿服組）不排除大馬產業被母公司產托化的可能，今年資本開銷至少3億5千萬令吉。

該公司主席阿都拉尤索夫在股東大會後表示，產托化還不是時候，母公司還在計劃當中，並強調公司不會被產托化，但不排除大馬的產業會涉入其中。

他指出，由於產托化計劃涉及大馬、越南、泰國及香港區域市場，他拒絕透露更多詳情。

去年6月，永旺日本母公司宣佈可能會在日本或海外設立產托，藉以集資拓展與併購用途。

大馬業務方面，雖然政府可能實施消費稅隱憂籠罩，他依然對今年業績成長抱持樂觀態度，有信心零售業表現將隨國內生產總值（GDP）同步成長，並放眼目標成為大馬最大零售商。

他說，不過公司已作好應對消費稅的準備，一旦開始實行，整體零售領域將在短期內受影響。

詢及今年業績是否有望超越去年，他表示公司確實放眼更高目標，不過能否超過10%，還胥視私人消費及市場需求而定。

2012年，永旺全年淨利及營業額分別按年成長8.9%及9.1%。

至於拓展計劃，該公司計劃下半年在柔佛古來開設一家新零售購物中心及裝修現有分行，資本開銷至少3億5千萬令吉，其中2億4千萬令作為開設新購物中心經費，另外1億2千萬令吉為裝修費用。

新購物中心可出租面積43萬平方公尺，預計今年12月竣工，促使該公司全馬分店增至31間。

談及零售業展望，他認為大馬零售潛能每年達800億令吉，而且逐年增長，目前公司銷售業績僅佔32億令吉，顯示還有許多上揚空間，在母公司收購家樂福後，業務規模晉升市場第二，未來將以市場第一大為目標。

首季淨利揚36%

截至2013年3月31日止，永旺首季淨利按年走高35.79%至5千111萬2千令吉，營業額也上揚11.52%至8億6千926萬6千令吉。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	869,266	779,464	869,266	779,464
2	Profit/(loss) before tax	74,819	55,714	74,819	55,714
3	Profit/(loss) for the period	51,112	37,640	51,112	37,640
4	Profit/(loss) attributable to ordinary equity holders of the parent	51,112	37,640	51,112	37,640
5	Basic earnings/(loss) per share (Subunit)	14.56	10.72	14.56	10.72
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 ($$)	4.3400		4.1900