【TA 4898 交流专区】达企业

asiakeroro

達企業或併購小型單位信託

大馬財經
  2011-07-01 11:16




（吉隆坡30日訊）達企業（TA, 4898, 主板金融組）對各式併購機會抱持開放態度，尤其是旗下的信託基金業務。

公司董事經理兼首席執行拿汀陳桂芳在股東大會後坦言，信託基金講究的是資產管理規模與費用下的經濟規模，因此，不排除日後收購較小規模的單位信託公司。

“不過，公司仍未與任何一方洽談，也未有實質計劃。”

另外，面臨證券領域的競爭激烈可能帶動的併購風，公司執行董事姚振順相信，專注利基市場的經紀商仍有成長的空間。

他指出，按交易量而言，公司去年強佔第四位，也在挑戰嚴峻的市場中，保住更高的賺幅。

此外，公司積極尋求策略性地點，以開拓更多分行，同時，有意將業務主力，自現有的經紀業務轉向具收費基礎的業務，以把握更高賺幅。

地產火紅
達全球今年料勝去年

達全球（TAGB, 5158, 主板產業組）放眼國內外3大產業陸續在今年推介下，地產發展成為今財政年淨利主力，並帶動全年表現更勝去年。

陳桂芳表示，房地產發展去年貢獻營業額約31%，隨發展總值達數十億令吉的澳洲、加拿大與大馬3項產業計劃在今年推出，產業發展的貢獻將更顯著，令盈利表現更出色。

她也提到，公司無時無刻都在物色產業發展的新市場，但因涉足新市場具挑戰，相信澳洲與加拿大依然是長期專注的兩大海外市場。

她看好今年產業展望，主要是房產業被視為通貨膨脹的護盤。

另外，酒店業務貢獻去年營業額約40%，該公司也將繼續拓展酒店業務，但將對據點與價格保持謹慎。（星洲日報／財經）

koo_2828

那么就是走osk的策略啦。。如果osk vi 没有投资p1 ..我深信现在股价最少三块。。不是三毛多，，。

villa1668

公司在10多年前买了很多块地在KL,这些地现在都非常的值钱！公司的投资政策是等附近周围都起满了屋子，再来慢慢发展那些地，因为这样卖出去更加赚钱！而且有些units,公司并不会出售给public,因为TA要保留作为以后的租金，确保在经济不好时还有一定的收入！在KLCC附近的地，以后会起2栋50层的building,名字叫做TA 3&4，底层做commercial center,然后建造4星级酒店，Director信心十足，因为这块地在很多年前买下的，土地的成本比较地，公司赚钱的能力就增加了，到时游客会选择TA的酒店，因为相对其他的酒店，这会比较便宜！

asiakeroro

Villa兄,你昨天的故事还没讲完...

villa1668

只要到一块。。我就心满意足了。。赚它十几千。。。我等很久了。。。等到要。。。
koo_2828 发表于 1-7-2011 06:10 PM

   RM1太保守了吧！现在开始有慢慢放量上涨的迹象，虽然不是很快，但我就是喜欢稳

villa1668

Villa兄,你昨天的故事还没讲完...
asiakeroro 发表于 1-7-2011 09:53 PM

   不好意思，昨晚太累了，我要讲的在123贴啊！
顺便在这告诉大家一些花边新闻，昨天我们拿到的Gift是印有TA GLOBAL的环保袋，还有就是voucher,这些voucher是给你们去 Singapore swissotel, Sydney Radisson hotel, swissotel in Kunshan 和 TheWestin Melbourne 的discount voucher, 有一个股东建议director把它变成实际的东西，因为没有多少人会去国外住这些hotel。一说完，立即得到小股东的掌声!相比TAGB。还有 TA的 Meeting只那是用了短短的35分钟就结束了，可能因为Director直接回答watchdog group所问的10多个问题，和两个小股东的问题而已！

asiakeroro

我对它有信心...再加码...

villa1668

还有谁有信心的？年轻人可能不大喜欢这只股，因为起落幅度不大，对他们来说不刺激，TA的股东多数uncle aunty, 他们大多数都不会上网的，所以你在论坛看到，给TA意见的人永远追不上KNM。

koo_2828

回复 128# villa1668


   问题是，这公司不是很积极的告诉大家它的未来发展。。没有很好的公关宣传。。属于冷门股。。可能是他老板以前很出名吧，现在搞低调。。如果它成功的发展创业基金搞新公司上市，搞地产双边上市。。是很亮眼的股。。有钱有地也要有专门的人才，加上好的宣传。。股价不可能永远是这样慢慢升。。还是快快跌。。。。但是应是可以保留。至少财务不错，只是股票业务赚的少。。现在要看地产酒店投创公司。。希望它会卖股票馆，现在它已经追不上了别的公司了。。

michael0320

赚钱就好，我有的是时间等

sinling2937

mamahuhulah.....

villa1668

回复 129# koo_2828


   如果TA股票行能够跟OSK合并就好，因为现在很多银行都在做证券行这生意，很难去追上CIMB那些了，好在TA在10多年前累计了好多黄金土地供发展。我觉得TA股价低其中一个因素跟Research House有关，通常散户买股通常是看Research的，我目前发现的只有HwangDBS在报道而已。由此可见，TA 和 TAGB被市场忽略并不不稀奇！

tllaw

Please read the new issue of the edge, this is the first time they cover the story of TAGB. If some one know how to up load here please do it then we can share it with every one. The total dept of TAGB only  RM 662.2 million,  the hotel and property investment unit can value at RM 2 b. with current market cap of RM 1.9B it only reflect the hotel and investment unit. Hold for next two years it will show the true value of the company  when the property development segment take the full speed of develop.

villa1668

KUALA LUMPUR: TA Global Bhd is expecting a better financial year ahead on the back of increased property launches locally as well as in Australia and Canada.

TA Global’s overseas properties have a gross development value (GDV) of RM1.94 billion (Australia) and RM631 million (Canada). The launch of the property in Canada is in July and September for Australia. The RM208 million Azelia Residence at Damansara Avenue, launched in April, will be accounted for in FY12.

“Last week we launched the smaller units to the public, which were all taken up in a balloting process,” TA Enterprise Bhd non-independent, non-executive director Datin Alicia Tan Kuay Fong told a news conference at Menara TA.

TA Global is also poised to launch its Dutamas property, pending approvals from the authorities.

The company also saw an increase in revenue as a result of improvement in its hotel business. Hotel operations contribute  51% of its revenue. For FY11 ended Jan 31, revenue was up 41.5% year-on-year to RM619 million while net profit was down 6% to RM106.8 million.

“The majority of our domestic and foreign business hotels yield good contributions to the company, with the exception of one resort hotel in Canada reporting lower yields due to seasonal variation,” said Tan.

Asked if TA Global plans to acquire more hotels, Tan said the possibility is always there.


Tan (right) showing the plans on her computer screen while TA Global Bhd executive director Kimmy Khoo Poh Kim looks on.
TA Global currently receives income from three sources: hotel operations, investment properties and rental income.

“TA Global’s strategy is to have steady income from hotels and properties that are held for investment and recurring income. That’s why there are units and parking lots in Damansara Avenue that are not for sale,” said Tan

“We are always looking for partners in the unit trust business to expand our assets under management (AUM) and also to achieve economies of scale in order to hit the target of RM1 billion by the financial year-end in 2012,” she said.

Yaw Chun Soon, TA Enterprise executive director, believes that there is still a market for niche brokers although broking and financial services record lower profits.  

“In terms of market volume we were in fourth position in 2010. There is a market for niche brokers and we can focus on market niches where our strength is, with our large pool of remisiers and lawyers. Comparatively, our margins are higher because our rates are not as fine as the larger players,” said Yaw.

This article appeared in The Edge Financial Daily, July 1, 2011.

koo_2828

回复  koo_2828


   如果TA股票行能够跟OSK合并就好，因为现在很多银行都在做证券行这生意，很难去追上 ...
villa1668 发表于 3-7-2011 09:14 AM

   现在不是谁要买，而是ta要不要卖？增加市场占有率最快的方法就是收购。。所以未来很大的机会会发生证券保险业并购。。OSK 是别人紧紧注目的肥肉。。所以它要壮大自己，才不会被别人容易吃掉，。ta放弃投资银行选择维持现状。。已经告诉别人要放手了。只专心发展地产酒店。。

asiakeroro

Tagb今天的成交量很高下,可惜后劲不足...
但是开始引起市场的关注了...

tllaw

回复 134# villa1668


   No body read the edge weekly for  july 4 to july 10 issue? i will try to scan it and pass here hope i be able to do it.

derwee

tagb今年第一季赚三千万,比较去年一千八百多万...

asiakeroro

来一次十大上升股吧...

草根一名

Tagb今天的成交量很高下,可惜后劲不足...
但是开始引起市场的关注了...
asiakeroro 发表于 4-7-2011 07:36 PM

股息除权，量都是会比较大，今天又缩小了，后劲不足，
可能会退回 RM0.365 的水平。

纯粹菜鸟自言自语。