【SEM 5250 交流专区】7-11大马控股

icy97

Date of change	10 Feb 2017
Name	MR HISHAMMUDIN BIN HASAN
Age	46
Gender	Male
Nationality	Singapore
Designation	Deputy Chief Executive Officer
Directorate	Executive
Type of change	Appointment
Qualifications	Graduated with Group Diploma in Logistics - Singapore Logistics Development Centre
Working experience and occupation	1. Director of Business Development, Berjaya Corporation Berhad (since 2015)2.Supply Chain Director,  Danone - Indonesia (2013 - 2015)3. Supply Chain Director, Kraft Malaysia Sdn. Bhd. (2010- 2012)4. Held Various Operations and Commercial Roles in NESTLE - Singapore, Regional Office (based in Bangkok), Malaysia (1996  2010)
Directorships in public companies and listed issuers (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Nil
Due Date for MAP	10 Jun 2017

icy97

大马7-11末季赚952万

2017年2月28日
（吉隆坡27日讯）大马7-11控股（SEM，5250，主板贸服股）截至去年12月杪末季，净赚952万令吉，或每股0.84仙，按年跌31.69%。

上财年同期为净赚1393万7000令吉，或每股1.16仙。

该公司向马交所报备，末季营业额按年增4.78%，从4亿9974万4000令吉，增至5亿2360万9000令吉。

累计全年，净利按年跌6.5%，录得5217万3000令吉；营业额则报21亿336万7000令吉，按年扬4.84%。

尽管消费者信心或支出持续疲软，但受惠于新店增长、商品组合改善，及消费者促销活动的推动，推动营业额增长。

展望未来，董事部认为，鉴于消费者情绪疲弱，加上当前宏观经济情况，下季度料将面临挑战。

但是，集团仍然保持积极的态度，维持市场领先地位。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2016	31 Dec 2015	31 Dec 2016	31 Dec 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	523,609	499,744	2,103,367	2,006,284
2	Profit/(loss) before tax	12,022	19,809	70,817	77,842
3	Profit/(loss) for the period	9,520	13,937	52,173	55,801
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,520	13,937	52,173	55,801
5	Basic earnings/(loss) per share (Subunit)	0.84	1.16	4.50	4.55
6	Proposed/Declared dividend per share (Subunit)	4.70	4.70	4.70	4.70
		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 ($$)	0.0317		0.1427

icy97

7-ELEVEN MALAYSIA HOLDINGS BERHAD

EX-date	12 Apr 2017
Entitlement date	14 Apr 2017
Entitlement time
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 2.3 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2016
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	BERJAYA REGISTRATION SERVICES SDN BHDLot 06-03, Level 6, East Wing,Berjaya Times Square,No. 1, Jalan Imbi, 55100 Kuala LumpurTel:03 2145 0533Fax:03 2145 9702
Payment date	28 Apr 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14 Apr 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	0.023
Par Value	Malaysian Ringgit (MYR) 0.000

icy97

EX-date	12 Apr 2017
Entitlement date	14 Apr 2017
Entitlement time
Entitlement subject	Special Dividend
Entitlement description	Special single tier dividend of 2.4 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2016
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	BERJAYA REGISTRATION SERVICES SDN BHDLot 06-03, Level 6, East Wing,Berjaya Times Square,No. 1, Jalan Imbi,55100 Kuala LumpurTel:03 2145 0533Fax:03 2145 9702
Payment date	28 Apr 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14 Apr 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	0.024
Par Value	Malaysian Ringgit (MYR) 0.000

icy97

Name	ISOTREMA SDN BHD
Address	Unit 30-01, Level 30, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, Kuala Lumpur 59200 Wilayah Persekutuan Malaysia.
Company No.	1069743-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares
Name & address of registered holder	Deutsche Bank (Malaysia) BerhadLevel 20, Menara IMC, 8 Jalan Sultan Ismail, 50250 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted ($$)
Disposed		12 Apr 2017	20,000,000

Circumstances by reason of which change has occurred	Disposal of shares
Nature of interest	Direct interest
Direct (units)	63,080,800
Direct (%)	5.681
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	63,080,800
Date of notice	14 Apr 2017

icy97

Name	BERJAYA RETAIL BERHAD
Address	Lot 13-01A, Level 13 (East Wing), Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur 55100 Wilayah Persekutuan Malaysia.
Company No.	859832-P
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares
Name & address of registered holder	CIMB Group Nominees (Tempatan) Sdn. Bhd. Level 23A, Menara CIMB, Jalan Stesen Sentral 2, Kuala Lumpur Sentral, 50470 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted ($$)
Disposed		18 Apr 2017	39,000,000

Circumstances by reason of which change has occurred	Disposal of shares via direct business transaction
Nature of interest	Direct and indirect interests
Direct (units)	480,865,700
Direct (%)	43.306
Indirect/deemed interest (units)	1,500,000
Indirect/deemed interest (%)	0.135
Total no of securities after change	482,365,700
Date of notice	18 Apr 2017

icy97

7-11 2配1发凭单筹6167万

2017年4月27日
（吉隆坡26日讯）大马7-11控股（SEM，5250，主板贸服股）建议以2股配1凭单比率发售凭单，发售最多6亿1669万张凭单，以筹集最高6167万令吉。

该公司向交易所报备，以每张凭单发售价为10仙来计算，将能筹集最高6167万令吉，并用作营运资本。

大马7-11控股称，营运资本包括支付给供应商的款项，及营运开销的融资如租金、店铺的水电费、保险、店铺维修。

根据大马7-11控股截至本月18日5天成交量加权平均市价（VWAMP）1.66令吉，该公司的理论除权价（TERP）为1.48令吉，因此，把凭单的行使价定在每张1令吉。

该公司表示，希望特定股东包括Berjaya 零售公司、Berjaya Credit私人有限公司、Berjaya Times Square私人有限公司，以及丹斯里陈志远，会认购凭单。

完成发售凭单计划后，大马7-11控股预计，负债率会从截至去年12月杪的3.29倍，减少至0.4倍。【e南洋】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	7-ELEVEN MALAYSIA HOLDINGS BERHAD ("SEM" OR "COMPANY")PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 616,692,500 NEW WARRANTS ("WARRANTS") AT AN ISSUE PRICE OF RM0.10 FOR EACH WARRANT ON THE BASIS OF 1 WARRANT FOR EVERY 2 EXISTING ORDINARY SHARES IN SEM HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE")
On behalf of the Board of Directors of SEM, Maybank Investment Bank Berhad is pleased to announce that the Company proposes to undertake the Proposed Rights Issue. Please refer to the attached announcement for details of the Proposed Rights Issue. This announcement is dated 25 April 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5406237

Attachments 7-Eleven (Announcement) 25.4.2017.pdf

icy97

Name	BERJAYA RETAIL BERHAD
Address	Lot 13-01A, Level 13 (East Wing), Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur 55100 Wilayah Persekutuan Malaysia.
Company No.	859832-P
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares
Name & address of registered holder	CIMB Group Nominees (Tempatan) Sdn. Bhd. Level 23A, Menara CIMB, Jalan Stesen Sentral 2, Kuala Lumpur Sentral, 50470 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted ($$)
Disposed		25 Apr 2017	64,500,000

Circumstances by reason of which change has occurred	Disposal of shares via direct business transaction
Nature of interest	Direct and indirect interests
Direct (units)	416,365,700
Direct (%)	37.497
Indirect/deemed interest (units)	1,500,000
Indirect/deemed interest (%)	0.135
Total no of securities after change	417,865,700
Date of notice	25 Apr 2017

icy97

持股增至7.12%
邝汉光晋7-11大股东

2017年4月29日

独家报道：刘颖政

（吉隆坡28日讯）丹斯里邝汉光在本月25日，一口气增持大马7-11控股（SEM，5250，主板贸服股）6450万股，把持股权从1.31%推高至7.12%，成为大股东之一。

大马7-11控股在今天向交易所报备，邝汉光在25日，透过场外交易向7-11控股大股东丹斯里陈志远，购入该批股权，并直接持有。

完成交易后，邝汉光的持股权，从原有的1.31%或1450万股，剧增至7.12%或7900万股；陈志远的持股权则降低至40.33%。

也是富贵集团创办人兼董事经理的邝汉光，接受《南洋商报》访问时说，如果和泰国7-11的分店和市价比较，大马7-11控股的市值已被低估。

“大马7-11的分店数量为2154间，而泰国7-11有9542间，是前者数量约4.5倍。”

“然而，大马的市值为18亿令吉，泰国的市值却高达497亿令吉，两者相差近27倍，因此我认为，大马7-11控股的市值，拥有极大上涨空间。”

值得长抱

另外，随着电子商务成为零售领域的大趋势，邝汉光坦诚，对该领域的展望，从之前的看衰，转为现在的看好。

“越来越多相关领域都纳入电子商务服务，包括网上订购和支付等等。”

“通过大马7-11旗下广泛的分店网络，以及行内80%的市占率优势，相信在电子商务护航下，业务前景亮眼。”

另外，邝汉光也提到，大马7-11的现金流充裕，且派息高，值得长期投资，且不排除未来继续增持股权。

这已经不是邝汉光首次入股零售领域。去年11月，邝汉光宣布购入环球集团（TSTORE，5711，主板贸服股）9.015%股权并成为大股东。【e南洋】

Notice of Interest Sub. S-hldr (29A)

7-ELEVEN MALAYSIA HOLDINGS BERHAD

Particulars of Substantial Securities Holder

Name	TAN SRI KONG HON KONG
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares
Name & address of registered holder	Tan Sri Kong Hon KongLot 81, Jalan Kuda Emas, The Mines Resort City, 43300 Seri Kembangan, Selangor Darul Ehsan

Date interest acquired & no of securities acquired
Currency
Date interest acquired	25 Apr 2017
No of securities	64,500,000
Circumstances by reason of which Securities Holder has interest	Acquisition of shares via direct business transaction
Nature of interest	Direct interest
Price Transacted ($$)
Total no of securities after change
Direct (units)	79,000,000
Direct (%)	7.115
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Date of notice	25 Apr 2017

icy97

营收下跌 成本上涨
大马7-11控股首季净利挫50%

2017年5月24日
（吉隆坡24日讯）营业额下滑加上销售与经销成本上涨，大马7-11控股（SEM，5250，主板贸服股）截至3月杪首季，净利按年挫50%至800万3000令吉，或每股0.72仙。

该公司今日向交易所报备，销售与经销开销按年扬10.4%或1460万令吉，归咎于员工、租赁、店面折旧和水电费成本走高。去年7月初实行的最低薪资制，也造成一定的影响。

零售市场持续放缓，拖累首季营业额按年微跌0.71%至5亿2252万8000令吉。

市况挑战

董事部认为，由于消费者信心疲弱和宏观经济不稳，接下来的贸易情况依然充满挑战。

尽管如此，大马7-11控股有信心可以维持在市场的领导地位。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2017

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

1	Revenue	522,528	526,253	522,528	526,253
2	Profit/(loss) before tax	10,898	22,294	10,898	22,294
3	Profit/(loss) for the period	8,003	15,931	8,003	15,931
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,003	15,931	8,003	15,931
5	Basic earnings/(loss) per share (Subunit)	0.72	1.35	0.72	1.35
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 ($$)	-0.0081		0.0317

券商调降7-Eleven控股目标价至1.13令吉
theedgemarkets.com
May 29, 2017 14:11 pm MYT

（吉隆坡29日讯）券商对7-Eleven控股（7-Eleven Malaysia Holdings Bhd）的短期盈利前景仍抱持负面看法，并重申该股“减持”评级，目标价也调低至1.13令吉。

联昌国际投资银行研究（CIMB IB Research）在上周五（5月27日）的研究报告中指出，由于消费者支出环境持续疲弱，加上香烟销量下降，该集团2017财政年首季的同店销售增长率（SSSG）按年下跌6.3%。

“我们将该股2017至2019财年的每股盈利调低9%至10%，以反映出销售增长减低和营运支出增加的负面影响。”

“因此，我们的2017年终目标价随之调低至1.13令吉（原为1.50令吉），并重申‘减持’评级。”

（编译：倪嫣鴽）

icy97

中国游客来马更方便
7-Eleven率先提供支付宝服务

2017年5月22日
（吉隆坡22日讯）随着中国游客来马日益增加，7-Eleven有限公司看准商机，成为我国首家提供支付宝（Alipay）电子钱包服务的零售业者。

大马7-Eleven控股（SEM，5250，主板贸服股）旗下7-Eleven有限公司，本月初就已经和MOL AccessPortal私人有限公司合作，在西马2000家的7-Eleven便利商提供支付宝服务，之后将扩大到东马地区，最终目标是百分百覆盖全国分店。

游客无需携带现金

7-Eleven集团总执行长加里布朗今天在推介礼指出，该服务主要是为中国游客带来便利，无需携带现金，就能在我国消费。

“在中国，支付宝非常普及，就像大马人每天吃椰浆饭一样，非常生活化。”

另外，蚂蚁金融服务高级副总裁兼支付宝总执行长道格拉斯费金在致辞上披露，据去年统计，游马中国旅客高达210万人次，加上中国来马出境游年增30%，旅客人数上看350万人次。

迄今，支付宝已有4亿5000万个活跃用户，主要来自中国。

在中国，只要有了支付宝，就能为生活带来便利，比如出租车、预订酒店、预约医生、购买戏票、支付水电费，或直接购买理财产品等。

如今，中国游客可在大马的7-Eleven便利商，也能够运用支付宝付款，并且是以人民币完成结账。

此外，MOL全球联席总执行长林崇杰也说，支付宝电子钱包服务不但为中国游客带来便利，他们也无需被征收外汇费及额外服务费。

成功集团将落实支付宝

成功集团创办人丹斯里陈志远指出，通过推出支付宝电子钱包服务，相信将为7-Eleven引入更多的中国旅客。

“中国游客通过支付宝电子钱包服务，在泰国的7-Eleven消费金额，平均是大马7-Eleven的5倍。”

此外，陈志远也披露，支付宝电子钱包服务未来将延伸到成功集团旗下的其他公司，例如酒店、休闲俱乐部、连锁餐饮、购物中心、星巴克咖啡等。

支付宝预定公寓

“很快，成功集团酒店与度假村，即将推出支付宝电子钱包服务；未来，中国游客只需用支付宝，就能预定成功集团旗下的公寓，为他们带来不同的消费体验。”【e南洋】

icy97

7-11控股取消凭单发售

（吉隆坡2日讯）7-11控股（SEM,5250,主板贸服组）取消早前的凭单发售计划。

该公司在文告指出，在考虑了综合意见以及目前市场反应后，决定取消之前以2配1比例最多发行6亿1669万2500股凭单。

该公司是在4月25日宣布该发行计划，所筹集的资金主要是充当公司营运资本，按该计划该公司预计可以筹集6166万9000令吉。

文章来源：
星洲日报／财经·2017.06.02

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	7-ELEVEN MALAYSIA HOLDINGS BERHAD ("SEM" OR "COMPANY")PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 616,692,500 NEW WARRANTS ("WARRANTS") AT AN ISSUE PRICE OF RM0.10 FOR EACH WARRANT ON THE BASIS OF 1 WARRANT FOR EVERY 2 EXISTING ORDINARY SHARES IN SEM HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE")
On 25 April 2017, Maybank Investment Bank Berhad (“Maybank IB”), on behalf of the Board of Directors of SEM (“Board”), announced that the Company proposed to undertake the Proposed Rights Issue. On behalf of the Board, Maybank IB wishes to announce that the Company has today decided not to proceed with the Proposed Rights Issue after taking into consideration general feedback as well as market reaction to the Proposed Rights Issue. The aborting of the Proposed Rights Issue is not expected to have any material effect on the earnings and net assets of the SEM group. This Announcement is dated 1 June 2017.

icy97

Date of change	30 Jun 2017
Name	MR LIM HENG SEONG
Age	48
Gender	Male
Nationality	Malaysia
Type of change	Resignation
Designation	Chief Financial Officer
Reason	To pursue other career opportunity

icy97

加里布朗辞总执行长
何明暂掌7-11控股

2017年7月11日
（吉隆坡10日讯）大马7-11控股（SEM，5250，主板贸服股）加里布朗以私人原因辞职，暂由非独立非执行董事何明（译音）暂代总执行长一职。

大马7-11控股向交易所报备，现年58岁的加里布朗，将在本月底离开公司，而何明将从下月1日起，暂代他总执行长一职。

何明现年57岁，是在2011年加入公司，曾是大马7-11私人有限公司的副总执行长，直到去年4月29日。

他目前也是立通国际（REDTONE，0032，创业板）的执行董事。

值得一提的是，他也曾在数码网络（DIGI，6947，主板基建股）服务超过10年，并担任财务总监，直到2005年离开。【e南洋】

Date of change	01 Aug 2017
Name	MR HO MENG
Age	57
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Non Executive Director
New Position	Chief Executive Officer
Directorate	Executive
Qualifications
Working experience and occupation
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct interest: 90,000 ordinary shares

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Date of change	31 Jul 2017
Name	MR GARY THOMAS BROWN
Age	58
Gender	Male
Nationality	Australia
Designation	Chief Executive Officer
Directorate	Executive
Type of change	Resignation
Reason	Personal reasons
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications
Working experience and occupation
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct interest: 100,000 ordinary shares

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Notice of Person Ceasing (Section 139 of CA 2016)

7-ELEVEN MALAYSIA HOLDINGS BERHAD

Particulars of Substantial Securities Holder

Name	FRANKLIN RESOURCES, INC
Address	One Franklin Parkway CA 94403-1 San Mateo United States.
Company No.	484026
Nationality/Country of incorporation	United States
Descriptions (Class)	Ordinary shares
Date of cessation	28 Jul 2017
Name & address of registered holder	(1) HSBC Nominees (Asing) Sdn. Bhd. J.P. MORGAN BANK, LUXEMBOURG S.A. exempt an for JPMorgan Bank Luxembourg S.A. - No. 2 Leboh Ampang, 50100 Kuala Lumpur(2) HSBC Nominees (Asing) Sdn. Bhd. - BNYM SA/ NV for MY-TEM ASIAN Small Cap Equity Fund (BNYM FM (C) L) - No. 2 Leboh Ampang, 50100 Kuala Lumpur

No of securities disposed	885,600
Circumstances by reason of which a person ceases to be a substantial shareholder	All shares disposed on the open market for investment purposes only. The shares are beneficially held by a group of funds and managed accounts that are managed by investment advisers directly and indirectly owned by Franklin Resources, Inc.
Nature of interest	Direct and Indirect Interest
Date of notice	31 Jul 2017
Date notice received by Listed Issuer	01 Aug 2017

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7-ELEVEN MALAYSIA HOLDINGS BERHAD

Particulars of substantial Securities Holder

Name	BERJAYA RETAIL BERHAD
Address	Lot 13-01A, Level 13 (East Wing), Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur 55100 Wilayah Persekutuan Malaysia.
Company No.	859832-P
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	01 Aug 2017	32,000,000	Disposed	Direct Interest
	Name of registered holder	Berjaya Retail Berhad
	Address of registered holder	Level 12, Berjaya Times Square, No. 1 Jalan Imbi, 55100 Kuala Lumpur
	Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred	Disposal of shares via married deal.
Nature of interest	Direct Interest
Direct (units)	374,965,700
Direct (%)	33.769
Indirect/deemed interest (units)	1,500,000
Indirect/deemed interest (%)	0.135
Total no of securities after change	376,465,700
Date of notice	01 Aug 2017
Date notice received by Listed Issuer	03 Aug 2017

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柔佛蘇丹躍成7-11第2大股東

2017年8月08日
（吉隆坡8日訊）7-11大馬控股（SEM，5250，主要板貿服）宣布，柔佛蘇丹依布拉欣殿下現已是該公司第二大獨立股東，持股8.44%。

據7-11大馬控股發布文告指出，殿下是在今年7月起陸續購入7-11大馬控股股票，迄今已累積購入9370萬股或8.44%股權。

7-11大馬控股主席丹斯里阿都哈密透過文告指出：“我謹代表7-11大馬控股董事會，歡迎殿下成為公司其中主要股東，尤其是現在我們正在積極擴張旗下零售足跡的時候，以提高市佔，同時維持獲利能力。”

“這反映殿下對7-11大馬控股的表現及未來的發展潛能充滿信心。我們相信有了殿下的加持，7-11大馬控股在零售業的地位將進一步加強。”

7-11大馬控股的大股東丹斯里陳志遠也表示：“我對殿下提高他在7-11大馬控股的持股感到非常榮幸，對公司來說也是一個好預兆，因為殿下向來是市場公認的精明投資者，擁有敏銳的眼光，並會關注擁有強勁基本面及增長潛能巨大的公司和企業。”【中国报财经】

Notice of Interest Sub. S-hldr (Section 137 of CA 2016)

7-ELEVEN MALAYSIA HOLDINGS BERHAD

Particulars of Substantial Securities Holder

Name	DYMM SULTAN IBRAHIM JOHOR
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary shares
Name & address of registered holder	DYMM Sultan Ibrahim Johor- Istana Pasir Pelangi, 80500 Johor Bahru, Johor Darul Takzim

Date interest acquired & no of securities acquired
Date interest acquired	07 Aug 2017
No of securities	629,100
Circumstances by reason of which Securities Holder has interest	Acquisition of shares.
Nature of interest	Direct Interest
Total no of securities after change
Direct (units)	93,699,100
Direct (%)	8.438
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Date of notice	07 Aug 2017
Date notice received by Listed Issuer	08 Aug 2017

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7-Eleven控股次季净利跌33% 受累于费用增加
Adela Megan Willy/theedgemarkets.com
August 29, 2017 20:56 pm MYT

（吉隆坡29日讯）受销售和分销费用增加所拖累，7-Eleven控股（7-Eleven Malaysia Holdings Bhd）2017财政年次季净利按年跌挫32.7%至1015万令吉，同期净利报1507万令吉。

该集团今日向大马交易所报备，基于最低薪资在2016年7月1日开始生效，外加新店扩张和折旧，以及库存缩减，其销售与分销费用年增17.1%。

“2017财年次季的行政与其他营运费用也增加13.4%，主要是员工成本、资讯科技维修和专业费用增加所致。”

该集团次季每股盈利也从上财年同季的1.27仙，下滑至0.91仙。

然而，截至2017年6月30日止的财年次季（2017财年次季）营业额却按年增长9.8%至5亿5521万令吉，同期营收报5亿570万令吉，因当季为开斋佳节期间及新店和现有分店增长所推动。

次季疲弱的净利表现拖累集团合共两季的净利水平，2017财年上半年净利劲挫41.4%至1815万令吉，同期净赚3100万令吉。

尽管如此，累计两季营业额却按年扩增4.4%至10亿8000万令吉，上财年同期共计10亿3000万令吉，主要由于新店增长和开斋佳节所推动。

至于未来前景，7-Eleven控股认为，2017财年下半年的贸易情况仍具挑战。

“我们期望未来两季的前景将持续改善，并追求卓越营运、成本管理和商业创新的核心策略。”

7-Eleven控股代总执行长Ho Meng在另一则文告中指出，他有信心集团对于业务的策略检讨和“回归基础”计划（Back to Basics）的执行，将加强及巩固7-Eleven控股作为客户首选的便利商店经营者。

“我们可透过有效地运用供应链运作，并加强我们提供给客户的产品，重点在于新鲜食品和店内服务，藉此实践这一目标。”

（编译：倪嫣鴽）

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	555,213	505,698	1,077,741	1,031,951
2	Profit/(loss) before tax	13,836	20,979	24,734	43,273
3	Profit/(loss) for the period	10,150	15,072	18,153	31,003
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,150	15,072	18,153	31,003
5	Basic earnings/(loss) per share (Subunit)	0.91	1.27	1.63	2.63
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 ($$)	0.0010		0.0317

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联昌国际研究：7-Eleven控股以昂贵本益比交易
Tan Xue Ying/theedgemarkets.com
September 08, 2017 17:02 pm MYT

（吉隆坡8日讯）联昌国际研究表示，7-Eleven控股（7-Eleven Malaysia Holdings Bhd）的增长前景保持谨慎，同时该股的本益比（PER）高昂。

联昌国际研究分析员Kristine Wong在志期9月7日的研究报告中指出，重申这家便利商店零售商的“减持”评级，目标价为1令吉，本益比为24倍。

Wong表示，7-Eleven控股目前以昂贵的本益比38倍/34倍（2017/2018财政年）进行交易，相对于仅4%的每股盈利复合年增长率（EPS CAGR，2017至2019财年），至于区域同侪平均本益比则为24倍。

“我们赞扬管理层在缩紧成本和提高效率方面所作出的努力，我们主张投资者观望新策略的执行。”

截至2017年6月30日止的财年次季，7-Eleven控股净利按年跌挫32.7%至1015万令吉，同期净赚1507万令吉，归因于正常库存的减记较高。

该集团在连续8个季度呈负增长后，首次按年录得2.4%的同店销售增长率（SSSG），从而令同店销售增长率累积至按年-2%，归功于食品与饮料及商品产品的销量增长，以及开斋节庆祝活动。

尽管如此，按年比较的话，7-Eleven控股的每股盈利连续4个月呈负增长。

联昌国际研究强调，上行风险包括成本节约计划的执行速度超出预期。

这也涉及7-Eleven控股的新“Back to Basics”计划，旨在降低整体端到端供应链营运成本，尤其是仓储、员工和运输管理费用，以达至成本效益目的，同时也增加综合配送中心（CDC）费用和供应商的津贴。

利好消息方面，联昌国际研究表示，管理层的目标是在2017年底前将综合配送中心达至收支平衡，并预计库存减记将在未来几个季度正常化。

与此同时，值得注意的是，7-Eleven控股的52周股价游走于1.12令吉至1.94令吉区间，可能是因为过去几个月的股权变动所支撑。

相较之下，其竞争对手Bison Consolidated Bhd（同时也是myNEWS.com便利商店的营运商）自上市以来，其股价已飙涨约131%。

回顾过去52周，Bison的股价游走于1.59令吉至2.76令吉。

Wong在另一则研究报告中警示称：“Bison的股价在短期内已超过基本面，我们担心股价可能出现上涨。”

这家新上市的新闻与便利商店零售商在2016年3月在大马交易所主板上市，首次公开募股（IPO）发行价为1.10令吉，这可能使该股的基数较低。

根据4月最新的数据，Bison一共有325间分店，而7-Eleven控股在全马各地共有多达2122间分店。

（编译：倪嫣鴽）