【MPI 3867 交流专区】太平洋工业

icy97

EX-date	22 Nov 2017
Entitlement date	24 Nov 2017
Entitlement time	04:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First interim single tier dividend of 10 sen per share
Period of interest payment	to
Financial Year End	30 Jun 2018
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	HONG LEONG SHARE REGISTRATION SERVICES SDN BHDLevel 5, Wisma Hong Leong18 Jalan Perak50450 Kuala LumpurTel No. 03-21641818
Payment date	08 Dec 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	24 Nov 2017
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	0.1

icy97

马太平洋
下半年业绩料反弹

2017年11月10日

分析:大马投行
目标价：13.11令吉

最新进展

马太平洋（MPI，3867，主板科技股）截至9月30日首季，净利跌8.8%至3624万2000令吉；惟仍派息10仙。

当季营业额则起8.3%，报3亿8763万4000令吉。

马太平洋向交易所报备，当季亚洲和美国业务的营业额，分别扬12%和10%。至于欧洲业务，则是减少2%。  

行家建议

我们相信马太平洋盈利在下半年的业绩会上扬，因为该公司通过推出新产品，在过去三个季度中取得新的订单。

通常新产品面市后，需要约9个月至1年时间，才能成为商业产品。

马太平洋企业前景维持正面，因为旗下汽车业务预计在2017至2020财年会有7%年均复增（CAGR），归功于全球轻型汽车销量提高，以及汽车使用半导体数量增加。

在良好的展望下，我们相信目前股价是合理价位，本益比处在2018年预测的13.5倍水平，仅稍微高于国内半导体制造领域的13倍。

我们维持“守住”投资评级和13.11令吉目标价。



【e南洋】



持5.4亿现金．马太平洋或海内外进行并购

（吉隆坡9日讯）尽管马太平洋（MPI，3867，主板科技组）首季净利下滑，惟现金流充足，不排除该公司将在海内外进行并购，以驱动业务成长及自动化，工业4.0地位可期。

马太平洋首季净利跌8.76%至3624万2000令吉。

艾芬研究黄氏表示，马币走强及原材料价格走高，以致该公司赚幅从30.8%压缩至26.5%，并认为该公司盈利需面对风险。

现金或供收购及派息用途

达证券表示，该公司目前手握5亿4190万令吉净现金，其自由现金流（FCFE）相等于每股1令吉29.4仙，该笔现金可能用于国内外收购用途，或派发更高股息。

联昌研究补充，马太平洋正在物色的收购对象为包装、模具、3D打印等业务。

肯纳格研究表示，截至今年9月份，受惠于全球半导体销售成长，该领域表现也因此获得改善。管理层乐观看待，按美元计价的销售业务，预期2018财政年可取得5.5至7.5%的成长。主要是来自新产品的贡献，特别是源自通讯、汽车与工业产品的需求。

除了提振营业额成长外，肯纳格说，马太平洋也投资更多自动化项目，以取得更好的收益率及效率，等同于进入工业4.0。

汽车领域展望乐观

大马投行研究认为，管理层依旧乐观看待汽车领域，因此该行预期，马太平洋2018财政年下半年盈利可获得提振，因推出新产品之故，并预测汽车半导体营业额2017至2020财政年的复合成长率（CAGR）为7%。此外，马太平洋制造的射频产品，也符合趋势。

大马投行补充，尽管该公司前景光明，但2018年的本益比估值为13.8倍，而半导体领域平均估值13倍，符合领域估值。

联昌表示，汽车与工业半导体赚幅比消费者使用的半导体还来得高，看好该公司销售可取的6至7%成长。此外，中国智能手机品牌需求成长，因此射频业务也能取得成长。

明年财测下砍

不过，马币走强，压缩了赚幅，因此联昌慎重起见，下砍该公司2018财政年的每股净利1至4%。

联昌预期，该公司2017至2020财政年的每股净利复合成长为4.4%。



文章来源：
星洲日报‧财经‧报道：谢汪潮‧2017.11.09

icy97

海外收入降 马太平洋次季净利跌25%
Syahirah Syed Jaafar/theedgemarkets.com
January 29, 2018 20:11 pm +08

（吉隆坡29日讯）马太平洋（Malaysian Pacific Industries Bhd）第二季净利下跌25%，因海外业务的收入走低。

这家半导体公司今日向大马交易所报备，截至去年12月杪2018财政年次季净利为4120万令吉，低于上财年同期的5498万令吉；营业额从4亿141万令吉，下滑1.5%至3亿9525万令吉。

文告指出，亚洲业务的收入增3%，而美国和欧洲业务则分别跌9%和5%。

该集团也认为，由于原产品价格大涨，以及不利的外汇差异，导致原料成本走高，因而使盈利下降。

综合2018财年首半年的表现，净利跌18%至7744万令吉，同期为9470万令吉；营业额由7亿5942万令吉，略升3%至7亿8289万令吉。

展望未来，该集团预计该领域将在未来几个季度温和增长。

“如无意外，董事部预计截至6月30日止本财年将交出满意的表现。”


（编译：陈慧珊）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	395,252	401,409	782,886	759,418
2	Profit/(loss) before tax	59,429	79,598	112,023	135,419
3	Profit/(loss) for the period	48,806	67,159	92,633	116,768
4	Profit/(loss) attributable to ordinary equity holders of the parent	41,201	54,981	77,443	94,702
5	Basic earnings/(loss) per share (Subunit)	21.69	28.95	40.77	49.86
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	10.00	8.00
		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 ($$)	6.1600		5.9000

icy97

马太平洋握5亿现金．收购派息无虞

（吉隆坡30日讯）马太平洋（MPI，3867，主板科技组）最新业绩逊预期，分析员下调财测，但看好该集团手握逾5亿令吉现金，有能力展开收购和派发更高股息。

联昌研究表示，马太平洋截至2017年12月31日止上半年核心净利滑落8.6%至8070万令吉，只相等于该行和市场平均全年财测的42%和44%，主要因原料成本比预期高。

该行指出，商品价格如铜价在这段时期上涨了逾30%。

同时，如果马币继续走强，该公司盈利将有下调风险。根据联昌的敏感度分析，马币兑美元每变动1%，将令该集团每股盈利受到1.5%冲击。

该行将马太平洋2018-2020年财测下调10至14%，以反映马币升值和原料成本侵略赚幅，目标价也随之下修，但保持评级不变。

肯纳格研究则表示，马太平洋半年业绩低于市场平均预期，但符合该行预期。

“由于原料成本升高、美元兑马币疲软和产品合理化行动需更长酝酿期，我们如今对该公司持谨慎看法。”

虽然管理层3个月前表示放眼2018年美元计价的营收成长5.5至7.5%（优于行业平均的2.7%增幅），但该行选择保守估计2018/19年营收只成长3至5%。

达证券指出，该公司放眼自动化部门在2至4年内贡献50%营收，这是正面进展，因该业务具高进入门槛、赚幅稳定和出色。同时其工业部门也在伺服器产品支撑下表现良好。

该行认为，马太平洋潜在的收购和增加派息将可令市场振奋。该集团净现金共5亿4740万令吉，正寻求在本地或国际展开收购，有意收购新技术以增强产品组合。同时现金流强劲，每股自由现金流达100.7仙，有能力派发更高股息。



文章来源：
星洲日报‧财经‧报道：李勇坚‧2018.01.30




马太平洋调降目标价

2018年2月3日

分析：肯纳格投行研究
目标价：9.70令吉

最新进展：

马太平洋（MPI，3867，主板科技股）高层指出，未来一、两季将面临营业额和净利挑战。

该公司正积极调整产品组合，包括淘汰旧款和低赚幅的产品，以及从事更多汽车领域的感应器相关业务。

同时，计划将来自汽车领域的贡献比重，将目前的28%，提高至50%。

行家建议：

由于马太平洋面对原料成本高涨，加上调整产品组合和晶圆产品短缺，让我们更谨慎看待该公司未来展望。

该公司近100%的营业额都按美元计算，包括为原料成本（占总成本40%），以及净应收账款做汇率护盘。

按照我们估算，以及今年杪的令吉汇率预测3.90，若美元汇率和原料（铜和金）价格波动1%，将会影响马太平洋在未来两年的2%净利表现。

我们预计在今明两年的美元计营业额，只能分别年涨4%和5%。

另外，马太平洋难以将成本转嫁消费者，我们预计净利持续受压。

由此，我们削减今明两年净利，分别为11%和13%。

我们下砍投资评级至“低于大市”，以及下调目标价至9.70令吉。



【e南洋】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2018	31 Mar 2017	31 Mar 2018	31 Mar 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	366,333	396,000	1,149,219	1,155,418
2	Profit/(loss) before tax	39,895	62,288	151,918	197,707
3	Profit/(loss) for the period	31,709	53,290	124,342	170,058
4	Profit/(loss) attributable to ordinary equity holders of the parent	25,984	43,213	103,427	137,915
5	Basic earnings/(loss) per share (Subunit)	13.68	22.75	54.44	72.61
6	Proposed/Declared dividend per share (Subunit)	19.00	19.00	29.00	27.00
		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 ($$)	6.2600		5.9000

icy97

EX-date	01 Jun 2018
Entitlement date	05 Jun 2018
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	A second interim single tier dividend of 19 sen per share
Period of interest payment	to
Financial Year End	30 Jun 2018
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	HONG LEONG SHARE REGISTRATION SERVICES SDN BHD Level 5, Wisma Hong Leong18 Jalan Perak50450 Kuala LumpurTel No.: 03-21641818
Payment date	20 Jun 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05 Jun 2018
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	0.19

icy97

icy97

icy97

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	393,101	389,127	1,542,320	1,544,545
2	Profit/(loss) before tax	55,052	53,280	206,970	250,987
3	Profit/(loss) for the period	48,101	48,682	172,443	218,740
4	Profit/(loss) attributable to ordinary equity holders of the parent	39,037	40,000	142,464	177,915
5	Basic earnings/(loss) per share (Subunit)	20.55	21.06	74.99	93.68
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	29.00	27.00
		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 ($$)	6.2500		5.9000

icy97

哭哭鸟

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icy97

马太平洋派息10仙
http://www.enanyang.my/news/20181109/马太平洋派息10仙/

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2018	30 Sep 2017	30 Sep 2018	30 Sep 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	413,756	387,634	413,756	387,634
2	Profit/(loss) before tax	63,250	52,594	63,250	52,594
3	Profit/(loss) for the period	53,281	43,827	53,281	43,827
4	Profit/(loss) attributable to ordinary equity holders of the parent	42,278	36,242	42,278	36,242
5	Basic earnings/(loss) per share (Subunit)	22.25	19.08	22.25	19.08
6	Proposed/Declared dividend per share (Subunit)	10.00	10.00	10.00	10.00
		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 ($$)	6.4500		6.2500

icy97

EX-date	23 Nov 2018
Entitlement date	27 Nov 2018
Entitlement time	04:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First interim single tier dividend of 10 sen per share
Period of interest payment	to
Financial Year End	30 Jun 2019
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	HONG LEONG SHARE REGISTRATION SERVICES SDN BHDLevel 5, Wisma Hong Leong18 Jalan Perak50450 Kuala LumpurTel No. 03-21641818
Payment date	12 Dec 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	27 Nov 2018
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	0.1

icy97

马太平洋-派息率看涨
http://www.enanyang.my/news/20181110/马太平洋br-派息率看涨/


首季报喜盈利前景看好　马太平洋涨60仙冠全场
http://www.orientaldaily.com.my/s/266963

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2018	31 Dec 2017	31 Dec 2018	31 Dec 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	398,162	395,252	811,918	782,886
2	Profit/(loss) before tax	60,160	59,429	123,410	112,023
3	Profit/(loss) for the period	49,572	48,806	102,853	92,633
4	Profit/(loss) attributable to ordinary equity holders of the parent	39,225	41,201	81,503	77,443
5	Basic earnings/(loss) per share (Subunit)	20.64	21.69	42.89	40.77
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	10.00	10.00
		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 ($$)	6.5800		6.2500

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2019	31 Mar 2018	31 Mar 2019	31 Mar 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	330,108	366,333	1,142,026	1,149,219
2	Profit/(loss) before tax	25,488	39,895	148,898	151,918
3	Profit/(loss) for the period	21,482	31,709	124,335	124,342
4	Profit/(loss) attributable to ordinary equity holders of the parent	16,767	25,984	98,270	103,427
5	Basic earnings/(loss) per share (Subunit)	8.82	13.68	51.72	54.44
6	Proposed/Declared dividend per share (Subunit)	17.00	19.00	27.00	29.00
		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 ($$)	6.7000		6.2500

icy97

MALAYSIAN PACIFIC INDUSTRIES BERHAD

EX-date	12 Jun 2019
Entitlement date	13 Jun 2019
Entitlement time	05:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second interim single tier dividend of 17 sen per share
Period of interest payment	to
Financial Year End	30 Jun 2019
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	HONG LEONG SHARE REGISTRATION SERVICES SDN BHDLevel 25, Menara Hong LeongNo. 6, Jalan DamanlelaBukit Damansara50490 Kuala LumpurTelephone No. 03-20888818
Payment date	27 Jun 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	13 Jun 2019
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	0.17

icy97

马太平洋次季净利跌23%
https://www.enanyang.my/news/20190830/马太平洋次季净利跌23/

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2019	30 Jun 2018	30 Jun 2019	30 Jun 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	345,916	393,101	1,487,942	1,542,320
2	Profit/(loss) before tax	40,894	55,052	189,792	206,970
3	Profit/(loss) for the period	35,684	48,101	160,019	172,443
4	Profit/(loss) attributable to ordinary equity holders of the parent	30,058	39,037	128,328	142,464
5	Basic earnings/(loss) per share (Subunit)	15.82	20.55	67.53	74.99
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	27.00	29.00
		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 ($$)	6.6800		6.2500

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2019	30 Sep 2018	30 Sep 2019	30 Sep 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	369,097	413,756	369,097	413,756
2	Profit/(loss) before tax	49,307	63,250	49,307	63,250
3	Profit/(loss) for the period	43,384	53,281	43,384	53,281
4	Profit/(loss) attributable to ordinary equity holders of the parent	36,793	42,278	36,793	42,278
5	Basic earnings/(loss) per share (Subunit)	19.36	22.25	19.36	22.25
6	Proposed/Declared dividend per share (Subunit)	10.00	10.00	10.00	10.00
		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 ($$)	6.8300		6.6800