【UMW 4588 交流专区】合顺

icy97

油氣業務末季上市‧合順具上行潛能

大馬  2013-05-20 18:04
（吉隆坡20日訊）合順（UMW,4588,主板消費品組）今年第四季欲讓旗下油氣業務上市，39%油氣業務在市場自由浮動及讓市場參與，聯昌研究認為油氣業務上市後可釋放其龐大上行潛能。

“油氣業務的上市將重新讓大馬油氣業務版圖洗牌，以獨立個體營運有助擴大其服務與促成市場地位的增長。＂

分析員說，鑽油業務的4個鑽井全營運中，預測能獲25至30%賺益；至於合順旗下比較無利可圖油氣相關投資，則列在“其他業務＂組。

合順油氣（UMW-OG）在首次公開售股（IPO）將獻售最多2億3千138萬股，以及發行6億1千180萬股新股。合順控股將持有合順油氣61%股權，另39%股權自由浮動。

2億餘股所籌獲款項將歸合順，發售6億餘股所得則歸合順油氣所得（即27%籌資所得歸合順、73%歸合順油氣），一些資金將回歸合順以攤還公司間貸款。

“合順油氣的股權結構預料61%由合順持有，18.5%組合投資者、11.5%國際貿易及工業部、合順股東5%、合順與合順油氣僱員2%，公眾持股2%。＂

聯昌說，分配予合順股東的5%持股，會附帶一些條件，合順的股東結構大小也是考量。

儘管上市促使合順2014及2015財政年淨利因此削減5%，分析員仍預期合順油氣上市仍是正面催化劑，特別是目前油氣業處於正起飛階段的高需求和獲不俗溢價。

該油氣業務2012年獲7千150萬令吉盈利，預料2013年起可獲利更豐，其4個鑽油井（NAGA1至NAGA4全面營運。其油田服務業則服務大馬、中國、土庫曼斯坦與泰國業務。

日圓走疲，佔盈利68%的合順汽車業務首季儘管受日產與本田汽車銷量恢復所挫，惟預期新威馳（Vios）車款面市，日圓走疲效應下半年發酵，下半年盈利將貢獻全年65%盈利。

“5月23日公佈首季合順業績料走疲，主要是豐田車受同儕推出本田西域與日產阿美拉（Almera）衝擊，惟預測本財政年豐田與第二國產車聯手攫取47%車市無礙。＂

基於日圓因素，聯昌調高合順2013年淨利1.3%至13億1千300萬令吉，2014年調高4.5%至14億3千100萬令吉。

豐隆研究說，市場預期合順油氣上市籌資5億美元（約15億令吉），上市有助添購2鑽井設施（每台約2億美元）。

“預料油氣業務的25%至30%賺益來自鑽井服務，目前經濟轉型計劃下的油氣業鑽井服務料需求殷切。＂（星洲日報／財經）

icy97

UMW HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	EXECUTION OF A SHARE PURCHASE AGREEMENT BETWEEN UMW RIG ASSET (L) LTD AND S.D. STANDARD DRILLING PLC IN RESPECT OF THE ACQUISITION OF THE ENTIRE ISSUED AND PAID-UP CAPITAL IN OFFSHORE DRILLER 4 LTD

Attachments Acquisition of OD-4.pdf

icy97

合順首季賺近2.2億

大馬 業績出爐  2013-05-24 10:51
（吉隆坡23日訊）由於主要業務如汽車，油氣及機械器材表現較遜色，加上外匯虧損，使合順（UMW，4588，主板消費品組）截至2013年3月31日為止首季淨利達2億1千966萬4千令吉，微跌0.16%。

首季營業額為33億5千929萬6千令吉，減少9.21%。

該公司文告指出，首季營業額較低，主要是旗下汽車，油氣以及器材領域的營收減少所致。

合順指出，蒙受1千950萬令吉的外匯虧損，也是淨利下跌主因，比較去年取得外匯盈利2千零50萬令吉。

該公司汽車銷售量下跌10%，因市場競爭激烈。而機械器材營收下跌22%，以及油氣業務營收則下跌35.3%。而製造及工程業務表現較好。

另一方面，合順以2億2千300萬美元（約6億8千萬令吉），收購岸外鑽油4有限公司全部股權，以及鑽油井及相當器材與資產。

該公司文告指出，旗下獨資子公司――合順鑽油井資產（納閩）有限公司，向S.D.標准鑽油公司收購上述資產，包括岸外鑽油4有限公司全部股權（收購價6千940萬美元），以及後者持有的高檔起重鑽油井及相關器材（收購價為1億5千360萬美元），後者將在2014年5月完成及交貨。

合順將以內部資金及貸款融資上述收購計劃。這符合該公司加強其資產基礎，及改善未來的財務表現。同時擴充國內外市場的油氣業務。（星洲日報／財經）

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	3,359,296	3,700,037	3,359,296	3,700,037
2	Profit/(loss) before tax	432,703	436,712	432,703	436,712
3	Profit/(loss) for the period	335,169	345,866	335,169	345,866
4	Profit/(loss) attributable to ordinary equity holders of the parent	219,664	220,034	219,664	220,034
5	Basic earnings/(loss) per share (Subunit)	18.80	18.83	18.80	18.83
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 ($$)	4.3380		4.1500

Remarks :

The 2012 comparative numbers were restated to reflect the Malaysian Financial Reporting Standards 11 implementation.

icy97

合顺竞標Coates Hire

財经 2013年5月27日
（吉隆坡27日讯）根据消息人士指出，合顺（UMW，4588，主板消费股）是其中一家收购Coates Hire有限公司的竞標者之一，后者为凯雷集团（Carlyle）持有部分股权的澳洲设备租赁公司。       

根据《彭博社》报导，有意收购Coates Hire的还包括Seven集团控股有限公司和National Hire集团有限公司，预料竞標者会在未来两个月提出收购建议。

Coates Hire已委任高盛集团负责这项股权出售案，据知情人士在去年11月间透露，这卖主要求至少29亿美元（87亿令吉）才会脱售股权。

总部设在华盛顿的凯雷集团和National Hire集团是由亿万富豪克里斯托克斯（Kerry Stokes）掌控，共持有悉尼Coates Hire46%股权，后者分別在澳洲和东南亚营运。至於其他股权则由管理层所有。

合顺的公关部受询时表示，无法对此置评。合顺曾在8月间透露预计净利將会回升，因其汽车销售获得改善且油气业务经过两年亏损后將会出现反弹。

另外，凯雷集团和National Hire集团在2007年10月，同意以17亿澳元收购澳洲Coates最大设备租赁业务。[东方日报财经]


傳合順擬競標澳高思股權

熱股評析  2013-05-27 17:44
（吉隆坡27日訊）《彭博社》引述消息稱，合順（UMW，4588，主板消費品組）有意競標澳洲最大工業器材租賃公司高思（Coates Hire）的股權。

消息人士披露，上述資產將在下月公佈競標結果。私募基金凱雷集團（Carlyle）與澳洲大型企業Seven集團分別持有高思的46%股權，餘股則由高思管理層所有。

另一名消息人士在去年11月表示，該批高思股權約值30億澳元（約87億5千萬令吉）。

合順發言人不願置評。

凱雷與S e v e n集團屬下National Hire公司於2007年10月以17億澳元收購高思股權。

今年業績看汽車表現

另一方面，分析員認為，該公司首季淨利微跌0.16%至2億1千966萬4千令吉後，今後興衰還看汽車業務。

大馬研究預測油氣業務上市後，合順持股將降至61%，市值約稀釋5至6%；其近期推出的威馳（Vios）銷售料受劇烈競爭所衝擊，雖然5月起展開折扣銷售，但恐侵蝕賺益。

其汽車銷售量下跌10%，首季稅前盈利按年跌0.7%至3億6千810萬令吉，大馬研究預測今年下半年將推出威馳新車款，本地零件由48%增至50%，料不會一如最近推展的B組合車般削價。

汽車銷售保持樂觀

達證券說，有關車款在曼谷車展上亮相，料有助保住其47%車市地位。

黃氏唯高達對其汽車銷售保持樂觀，主要是很多消費者延宕購新車，大選前預測會調低車價。

鑑於鑽井等有利可圖油氣資產注入其新上市公司，僅虧損油氣資產留在合順；達證券認為4個鑽井投入營運可獲更高貢獻。（星洲日報／財經）

icy97

佳节推高汽车需求 合顺看好下半年

财经新闻 财经  2013-06-22 10:49
（莎阿南21日讯）合顺（UMW，4588，主板消费产品股），预测大马汽车业在下半年将取得增长，因为汽车的需求量因佳节到来而增加。

合顺总裁兼集团总执行长拿督赛希山向记者表示，尽管公司在首季面对汽车销量下滑，但他相信业务会逐渐恢复。

他昨天在一项企业社会责任互动的仪式后，发表上述谈话。

“尽管首季度的汽车销量减少，但随着佳节的到来，如开斋节，该行业的表现将恢复。”

合顺本财年首季税前盈利微挫0.9%，至4亿3270万令吉。

当询及政府逐步调降车价的措施时，赛希山表示，将会在下周举办的常年股东大会后的记者会上，发表对事件的看法。[南洋网财经]

icy97

迎合市场需求 Perodua 扩大二手车市场

财经新闻 财经  2013-06-27 10:31
（吉隆坡26日讯）在竞争越来越激烈的情况下，第二国产车（Perodua）将采取策略保护自己市场份额，包括扩大二手车业务。

第二国产车在约6个月前于梳邦和雪兰莪开设二手车中心，董事经理拿督阿米纳表示，新中心将接踵而来以提供客户增值服务，以迎合第二国产车二手汽车不断增加的需求。

阿米纳是在接受《The Edge》访问时表示，该公司计划开设6家二手车中心，今年末至少会新增3家。”

阿米纳表示，基于第二国产车需求相当高，他们会采取折价收购（Trade in）。此外，他们也接受其他品牌折价收购，并批发给二手车经销商。

“目前，二手车中心主要用途是增加新客户和保留原有客户，并不是一个获利中心。”

第二国产车将会在最早明年初为二手车新增零售业务。阿米纳表示，经第二国产车培训的估价师将在所有二手车售出前，为二手车中心的第二国产车提供认证和品质担保。

目前，第二国产车二手车占梳邦二手车中心总车辆交易70%份额。[南洋网财经]

icy97

UMW HOLDINGS BERHAD

EX-date	23/07/2013
Entitlement date	25/07/2013
Entitlement time	05:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single-tier dividend of 25.0 sen per share of par value RM0.50 each, for the financial year ended 31st December 2012.
Period of interest payment	to
Financial Year End
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	Securities Services (Holdings) Sdn Bhd (36869-T) Level 7, Menara Milenium Jalan Damanlela Pusat Bandar Damansara 50490 Kuala Lumpur Wilayah Persekutuan Malaysia Tel. No. (603) 20849000
Payment date	15/08/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	25/07/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	23/07/2013
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	0.25

icy97

合順油氣業務冀年內上市

大馬  2013-06-28 10:57
（吉隆坡27日訊）合順（UMW，4588，主板消費品組）主席丹斯里阿斯末卡瑪魯汀指出，旗下油氣業務的上市申請正等待證監會批准，希望能夠在今年內完成上市。

他在公司常年股東大會後的新聞發佈會上作上述披露，該公司將油氣公司分拆上市，主要是後者將可從市場籌集更便宜資金供發展用途，因油氣業是資金密集的行業。

談到汽車業務，他指出，日前大馬汽車公會預測2013年國內汽車銷量可增長2%至64萬輛，比較去年為62萬7千輛。而合順預期旗下汽車臂膀，將可保持45%至47%間的市占率。

詢及政府要求國內車商降低汽車售價時，他指出，這將由其合作伙伴――丰田（Toyota）決定。至於其競爭對手最近推出價格更低汽車時，他則表示，將密切留意行業的最新發展。競爭者可能是減少汽車內附加零件或裝飾等，以降低整體車價。

3億提昇汽車業務
及售後服務設施

該公司總裁兼首席執行員拿督賽希山指出，公司今年資本開銷為12億令吉，而其中逾3億令吉充當提昇及加強丰田汽車業務及售後服務設施等用途。

合順油氣機構總裁羅海沙達魯斯則表示，合順油氣機構上市所籌集的資金，部份將充當擴展市場以及添購資產用途，包括新鑽油機械裝置在內。

該公司最近增購一架升降式鑽油機械設施，因為現有的鑽油機械已全部租出營運。詢及合順油氣機構最新業務活動時，他指出，目前將繼續專注現有的鑽油機械鑽油活動，加強鞏固之後，也會考慮進軍油氣業的其他領域。（星洲日報／財經）

icy97

UMW HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF WHOLLY-OWNED SUBSIDIARIES
UMW Holdings Berhad is pleased to announce that its wholly-owned subsidiary, UMW Oil & Gas Corporation Berhad, had on 12th June 2013, established two (2) wholly-owned subsidiaries in the Federal Territory of Labuan, Malaysia, as follows - 1. UMW Drilling 5 (L) Ltd; and 2. UMW Drilling 6 (L) Ltd. The initial paid-up capital of each company is USD1.00 divided into 1 ordinary share. The principal activities of the newly-incorporated subsidiaries are that of investment holding and provision of management services. The companies have yet to commence operations.

icy97

合順油氣分拆上市‧對小股東有利？

投資致富  2013-07-07 19:23

吉隆坡林姓讀者問：
合順（UMW，4588，主板消費品組）業務狀況如何？油氣業務分拆上市對小股東有利嗎？是否應該繼續持有？

答：
儘管合順油氣業前景看俏為成長動力，然而旗下汽車業卻面對國家汽車政策（NAP）未明和市場劇烈競爭，兩相抵銷下，安聯研究給予“中和”評級。

該行看好油氣業務驅動未來盈利，預期未來3年盈利複合平均增長率為11.5%。油氣業未來3個財政年佔稅前盈利貢獻增至183%、57%、23%。

其主要盈利成長來自新鑽井如NAGA4在2013財政年與NAGA5於2014財政年啟用，更高鑽井出租率也推動成長。

然而，國內汽車業在國家汽車政策（NAP）面紗欲揭開之際，相信購車者將抱持觀望態度，加上近期國內汽車業競爭劇烈，恐對其汽車業務有負面衝擊，因而抵銷其他業務的優勢。

安聯認為，政府多次聲明國家汽車政策循序漸進減低汽車進口稅與國內稅，潛在購車者將靜觀其變。政府將在今年較後時公佈國家汽車政策。

合順準備於今年第四季讓油氣業務上市，並脫售39%股權和保留61%合順油氣（UMW-OG）股權。安聯相信這項上市可用作減低負債，並從脫售行動獲益，然而同時因油氣持股減而盈利貢獻也告減少。

合順過去12個月股市表現超越大市，安聯相信未來股價上漲有限，因利多已計算在內。

今明兩年分別以16倍與14倍本益比交易，較同儕更優，目標價13令吉60仙。對該股初展開評估，給予“中和”評級。（星洲日報／投資致富‧投資問診室）

自然生活

合順油氣獲批上市馬股 料成第2大首發股
財經股市30 Jul 2013 22:45

（吉隆坡30日訊）合順（UMW，4588，主要板消費）旗下石油與天然氣業務獲馬證交所批准，上市馬股主要板。

該公司上市計劃的聯合主要顧問，馬銀行投資銀行及聯昌投資銀行今日在一項聯合聲明中指出，合順是于昨日（29日）接獲該批准信函。

預計合順油氣將透過上市計劃，擴大旗下繳足股本至21億6200萬股，每股面值50仙。

據早前報導指出，合順很可能把油氣業務的上市價定在每股3令吉，以籌集10億美元（約32億令吉），相信該公司將成為國內獨立發電商馬拉卡（Malakoff）之后，籌資規模最大的首發股。

合順油氣冀望，首發股計劃可在今年第4季度內完成，與此同時，公積金局也在積極爭取，成為該公司基礎投資者。

發售價取決競購反應
合順油氣招股書指出，該公司將公開獻售8億4318萬股，相等于擴大繳足股本后的39%，同時公開發售6億1180萬股新股給散戶及機構投資者，佔發行及實收股本的30%，發售價將取決于書面競購反應。

至于公開讓散戶投資者認購的1億9458萬股，則尚未確定價格，預計該1億9458萬股將佔擴大繳足股本后的9%。

合順油氣涉及油氣上游業務，其中包括提供海上鑽井和油田服務、工程和維護服務等。

http://www.chinapress.com.my/node/444641

icy97

UMW HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF A WHOLLY-OWNED SUBSIDIARY, PT UMW INTERNATIONAL
Attachments Establishment of PT UMW International.pdf

icy97

RAM： 负债比例维持0.5 倍 合顺3 年资本开销40 亿

财经新闻 财经  2013-08-29 12:50
（吉隆坡28日讯）合顺（UMW，4588，主板消费产品股）资本开销在未来三年预计超过40亿令吉，其中26亿令吉将注入该公司的油气业务。

大马评估机构（RAM）发表文告指出，油气领域的资本开销将透过债券及股市融资，其他领域的资本开销则将透过内部资金取得。

该机构预计合顺负债比例将维持在0.5倍左右。

“若要达到这个目标，合顺料将透过股市融资，如无法顺利透过股市融资，2014年注入油气业务的资金或会减少，同时，公司也将未来3年的经营收入（FFO）债务预期覆盖率维持在0.4倍以上。”

对于合顺3亿令吉的伊斯兰中长期票据（2010/2027），大马评估机构给予AAA/稳定/P1评级。

该机构也给予合顺的20亿令吉伊斯兰中长期票据（2013/2028）AAA/稳定评级。

合顺核心业务为丰田汽车组装与分销、重型工业机械配备贸易、油气服务供应、汽车零部件成产，以及车辆润滑油分销。

文告指出，政府及国家石油公司（Petronas）积极开拓本地油气领域，这将令合顺及其他油气业者受惠。[南洋网财经]

icy97

合順次季淨利增12%

2013-08-31 11:03      
（吉隆坡30日訊）歸功於石油與天然氣環節賺益改善，合順（UMW,4588,主板消費品組）截至2013年6月30日止第二季淨利從前期的2億2千424萬5千令吉增長11.93%至2億5千零98萬7千令吉，令首半年淨利擴張5.94%至4億7千零65萬1千令吉。

因汽車、油氣和設備業務貢獻減少，第二季營業額下跌14.84%至34億9千918萬1千令吉，令首半年營業額僅有68億5千847萬7千令吉，跌幅為12.17%。

該公司董事部建議派發每股10仙中期股息。

合順發文告表示，集團表現可能受疲弱馬幣影響，但相信2013年表現將令人滿意，並朝達到最低股本回酬10%和最低50%淨利派息等關鍵績效指標（KPI）目標邁進。

業務展望方面，合順汽車業務因具競爭力新車面市競爭日趨激烈，下半年積極促銷活動也將持續吸引市場買氣，設備業務則料維持上半年增長動能，製造與工程和油氣業務表現則有望在下半年進一步改善。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	3,499,181	4,108,917	6,858,477	7,808,954
2	Profit/(loss) before tax	443,189	516,784	875,892	953,496
3	Profit/(loss) for the period	341,987	384,711	677,156	730,577
4	Profit/(loss) attributable to ordinary equity holders of the parent	250,987	224,245	470,651	444,279
5	Basic earnings/(loss) per share (Subunit)	21.48	19.19	40.29	38.03
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 ($$)	4.3229		4.1499

icy97

下半年营运表现看俏　合顺面对令吉走贬隱忧

財经 2013年9月2日
（吉隆坡2日讯）在汽车部门的疲弱表现拖累下，合顺（UMW，4588，主板消费股）2013財政年次季（截至6月30日止）业绩落后市场预测。儘管分析员纷纷看好该集团于下半年將取得更出色的营运表现，惟令吉持续贬值的趋势或將为其盈利能力带来负面打击。       

合顺次季净利为2亿5098万令吉，较去年同期的2亿2424万令吉，上扬11.93%；营业额则为34亿9918万令吉，较去年同期的41亿零891万令吉，下跌14.84%。

该集团的上半年净利从去年同期的4亿4427万令吉，上扬5.94%至4亿7065万令吉；营业额则从去年同期的78亿零895万令吉，下跌12.17%至68亿5847万令吉。

营业额上半年萎缩

安联研究分析员透露，合顺次季与上半年的营业额皆面临按年萎缩，主要归咎于汽车部门、油气部门以及设施部门较低的贡献。

在第13届全国大选的不確定因素笼罩下，该集团上半年的丰田（Toyota）汽车销售量按年降低了15.4%。

无论如何，受益于「Naga 1」钻油臺重新取得租凭，以及「Naga 4」钻油臺在4月份取得首项合约，次季的核心净利因油气部门更佳的盈利赚幅而按年走高。合顺的油气部门预料將在来临的季度继续取得成长，尤其是「Naga 1」和「Naga 4」钻油臺將开始贡献全季度的收益。

按季比较，丰田于次季的销售量取得17%的增长，但税前盈利却因广告和促销开支走高而缩减3%。

持股38%的第二国產车（Perodua）销售量亦按季增加7.5%，归功于S系列车款的成功。

马银行金英投行分析员指出，丰田的销售量增长主要受到诱人折扣的推动，特別是配合丰田威驰（Vios）新车款于10月份的推出而进行清仓促销。然而，隨著存货已下跌，分析员看淡合顺下半年的汽车销售表现，因而將该集团全年的销售预测下调至28万7000辆。

此外，令吉兑美元的走软趋势也引发分析员对该股的忧虑。考虑到合顺的汽车部门与设施部门皆使用以美元计价的元件，令吉兑美元继续走贬將导致其成本走高。

「我们预测令吉兑美元从3.15每贬值1%，將对该集团的净利预测带来4%左右的打击。」

综合11家证券行的分析报告，共有9家给予「中和」、「守住」或「与大市同步」的评级，另两家则给予「减持」或「卖出」的评级。

同时，基于汽车市场剧烈的竞爭环境，以及令吉走低的货幣风险，分析员普遍削减对合顺的盈利预测，因此致使8家证券行下调对该股的目標价格。市场给予的目標价皆于11.26令吉至13.60令吉。[东方日报财经]

icy97

UMW HOLDINGS BERHAD

EX-date	24/09/2013
Entitlement date	26/09/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	An interim single-tier dividend of 10.0 sen per ordinary share of RM0.50 each for the financial year ending 31st December 2013
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	26/09/2013 to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Securities Services (Holdings) Sdn Bhd Level 7, Menara Milenium Jalan Damanlela Pusat Bandar Damansara 50490 Kuala Lumpur Wilayah Persekutuan Malaysia. Telephone : (603) 20849000 Fax ; (603) 20949940
Payment date	08/10/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	26/09/2013
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	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.1

icy97

UMW HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	UMW HOLDINGS BERHAD (“UMWH”) PROPOSED LISTING OF UMW OIL & GAS CORPORATION BERHAD (“UMW-OG” OR “COMPANY”), A WHOLLY-OWNED SUBSIDIARY OF UMWH, ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD (“PROPOSED LISTING”)
(Unless stated otherwise, all expressions used in this announcement shall carry the same meanings as defined in the announcements dated 16 May 2013, 20 May 2013, 21 May 2013, 4 June 2013, 10 June 2013, 5 July 2013, 10 July 2013, 15 July 2013, 30 July 2013, 1 August 2013, 20 August 2013, 11 September 2013 and 17 September 2013 (“Announcements”) in relation to the Proposed Listing.) We refer to the above Announcements.  On behalf of UMWH, Maybank IB and CIMB are pleased to advise that the announcement in relation to the entitlement date for the Allocation to Entitled Shareholders of UMWH, has been made today. The Board of UMWH wishes to remind shareholders to ensure that their personal information in respect of their CDS accounts are updated accordingly. This is important as the application forms in relation to the Allocation to Entitled Shareholders of UMWH together with the Prospectuses of UMW-OG, will be distributed to all Entitled Shareholders of UMWH in CD-ROM format (contents of which will be in printable format).  Nonetheless, the Entitled Shareholders of UMWH will have the option to request for a printed copy of the Prospectus to be delivered to them, or to obtain the printed Prospectus from the designated locations disclosed in the Prospectus. In addition, the Entitled Shareholders of UMWH who have access to the Internet will be able to download the Prospectus from Bursa Securities’ website from the first day of the launch of the Prospectus. In addition to the above, we wish to inform that Petrovietnam Drilling and Well Services Corporation had issued a Letter of Award on 30 August 2013 (“LOA”) to UMW Standard Drilling Sdn Bhd, a wholly-owned subsidiary of the UMW-OG Group, as a sub-contractor, to provide one of UMW-OG’s jack up drilling rigs, NAGA 3, for use by Japan Vietnam Petroleum Company (“JVPC”). NAGA 3 will drill two wells, with an option to drill additional two wells, offshore Vietnam, commencing after the completion of the current contract with PETRONAS Carigali Sdn Bhd (“PCSB”). The contract value for the first two firm wells is estimated to be approximately USD24 million.  NAGA 3 is expected to be mobilised for work on the JVPC contract in the first half of 2014.  Prior to the completion of its current contract with PCSB and before the commencement of the provision of its services to JVPC, NAGA 3 will undergo unscheduled repair work on a few of its ballast tanks in November 2013 for approximately three weeks. These repairs and their associated costs are not expected to have any impact on NAGA 3’s contractual obligations under its contract with PCSB and are also not expected to have a material impact on the financial performance of the UMW-OG Group for the financial year ending 31 December 2013. This announcement is dated 17 September 2013.

EX-date	27/09/2013
Entitlement date	01/10/2013
Entitlement time	05:00:00 PM
Entitlement subject	Others
Entitlement description	RESTRICTED OFFERING OF 108,100,000 NEW ORDINARY SHARES OF RM0.50 EACH IN UMW OIL & GAS CORPORATION BERHAD (“UMW-OG”) (“ISSUE SHARES”) TO THE ENTITLED SHAREHOLDERS (AS DEFINED HEREIN) OF UMW HOLDINGS BERHAD (“UMWH”) IN CONJUNCTION WITH THE LISTING OF UMW-OG ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD (“RESTRICTED OFFERING”)
Period of interest payment	to
Financial Year End
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	Securities Services (Holdings) Sdn Bhd Level 7, Menara Milenium Jalan Damanlela Pusat Bandar Damansara Damansara Heights 50490 Kuala Lumpur Wilayah Persekutuan Malaysia Tel No.: 603-2084 9000 Fax No.: 603-2094 9940
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	01/10/2013
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)	108100000
Entitlement indicator	Ratio
Ratio	0 : 0
Rights Issues/Offer Price

Remarks :

These materials are not an offer for sale of the securities of UMW-OG in the United States of America (“United States”). The securities may not be offered or sold in the United States absent registration or an exemption from registration under the United States Securities Act of 1933, as amended (“U.S. Securities Act”). UMW-OG does not intend to register any portion of the offering in the United States or to conduct a public offering of its securities in the United States. 108,100,000 Issue Shares are reserved for applications by the entitled shareholders of UMWH (except for the Excluded Shareholders^) whose names appear in the record of depositors of UMWH as at 5:00 p.m. on 1 October 2013 (“Entitlement Date”) (“Entitled Shareholders of UMWH”) as follows: (a)        each Entitled Shareholder of UMWH: (i)        who holds 999 UMWH shares and below, and applies for 100 Issue Shares and above, will be guaranteed an allocation of 100 Issue Shares. Applications for Issue Shares above the 100 Issue Shares already allocated will be dealt with under (c) below; (ii)        who holds 1,000 UMWH shares and above, will be guaranteed an allocation of the applied number of Issue Shares for application of 1,000 Issue Shares and below (subject to a minimum application for 100 Issue Shares). Any Entitled Shareholder of UMWH who applies for more than 1,000 Issue Shares will be guaranteed an allocation of 1,000 Issue Shares. Applications for Issue Shares above the 1,000 Issue Shares already allocated will be dealt with under (b) and (c) below; (b)        the remaining Issue Shares under application after the allocation under (a) above, will be allocated to the Entitled Shareholders of UMWH who hold 1,000 UMWH shares and above, and applies for more than 1,000 Issue Shares. The allocation will be made on a pro-rata basis according to their respective shareholdings as at the Entitlement Date (to be rounded down to the nearest board lot). Fractional allocations will be disregarded; and (c)        any remaining Issue Shares under application after the allocation under (a) and (b) above, will be allocated to the Entitled Shareholders of UMWH on a pro-rata basis according to the number of remaining Issue Shares under application (to be rounded down to the nearest board lot). Fractional allocations will be disregarded. Note: ^        Excluded Shareholders are defined as shareholders of UMWH whose names appear in its record of depositors as at 5:00 p.m. on the Entitlement Date who fall into any one of the following categories: (i)        persons located in the United States (as such term is defined under Regulation S under the U.S. Securities Act); (ii)        persons with a registered address in jurisdictions outside of Malaysia; (iii)        persons who are bound under the jurisdictions outside of Malaysia in which acquisition of Issue Shares under the Restricted Offering would result in the contravention of the laws of such jurisdictions (whether or not in the absence of any necessary consent and/or compliance with any registration of other legal requirements or for any other reason); or (iv)        persons who are, in the opinion of the Board of Directors of UMW-OG necessary or expedient to be excluded from participating in the Restricted Offering by reason of legal or regulatory requirements. The Restricted Offering is non-renounceable and non-tradable. Entitled Shareholders of UMWH are not allowed to submit multiple applications for the subscription of the Issue Shares under the Restricted Offering. The participation in the initial public offering by any of the UMWH shareholders shall be based on their warranty to UMWH and UMW-OG that they may lawfully so participate without UMWH, UMW-OG, Maybank Investment Bank Berhad and/or CIMB Investment Bank Berhad being in breach of the laws of any jurisdiction. This announcement is dated 17 September 2013.

icy97

獲7800萬合約‧合順財測不變

2013-09-18 17:36      
（吉隆坡18日訊）合順（UMW，4588，主板消費品組）旗下Naga3鑽井平台獲得一紙價值7千800萬令吉的工作合約，分析員認為新合約時機恰到好處，惟在油氣臂膀上市細節出爐前暫時保持財測和股票評級不變。

安聯投資研究說，上述新合約將在現有工作合約於明年3月結束後立即開工，Naga3將協助開鑽兩口油井，同時可選擇開鑽另兩口油井，儘管該公司透露可能在今年11月替Naga3進行修復工作，但補充不會造成實質財務衝擊。

“無論如何，由於上述合約闡明開鑽兩口油井，因此租約可能趨短，我們反而更希望Naga3能攫取介於2至3年的更長期租約，以改善盈利能見度。”

同時，安聯估計合順第三季業績將呈低迷狀態，主要因馬幣走低導致汽車業務零件和組裝成本上揚，儘管盈利以美元計算可協助抵銷一些效果，但可能不足以完全抵銷匯率侵蝕效果。

大馬研究估計，Naga3可能用少於半年時間即可完成最新訂單，以此推算，日均租金介於13萬3千美元至16萬美元之間，與現有工作合約相去不遠。

該行補充，合順股價上個月因外資賣壓而下挫14%，本意比目前企於13.5倍，處於合理價位，保持該股財測不變。（星洲日報／財經）

icy97

UMW HOLDINGS BERHAD

Name	AmanahRaya Trustees Berhad-Skim Amanah Saham Bumiputera
Address	Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400, Kuala Lumpur
NRIC/Passport No/Company No.	Malaysia
Nationality/Country of incorporation	766894-T
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each.
Name & address of registered holder	AmanahRaya Trustees Berhad- Skim Amanah Saham Bumiputera Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	20/09/2013	51,639,100

Circumstances by reason of which change has occurred	Disposal of shares.
Nature of interest	Indirect interest.
Direct (units)
Direct (%)
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	440,360,900
Date of notice	20/09/2013

Notice of Interest Sub. S-hldr (29A)
Particulars of Substantial Securities Holder

Name	Permodalan Nasional Berhad
Address	Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur
NRIC/Passport No/Company No.	038218-X
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each.
Name & address of registered holder	Permodalan Nasional Berhad Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur

[tr][/tr]

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	20/09/2013
No of securities	74,262,100
Circumstances by reason of which Securities Holder has interest	Acquisition of shares.
Nature of interest	Direct interest.

icy97

合顺冀年售3.6 万辆Vios

财经新闻 财经  2013-10-03 11:52
（吉隆坡2日讯）合顺（UMW，4588，主板消费产品股）独资子公司合顺丰田汽车私人有限公司，放眼每年可卖出3万6000辆丰田Vios轿车。

合顺丰田汽车总裁拿督依斯密苏基，今天在推介该公司第三代丰田Vios时指出，已经接获超过8000辆订单。

依斯密指出，3万6000辆的目标，高出前车款每年平均3万辆的销售。

他说：“由于反应热烈，我们相信新Vios将是另一个成功范例。”[南洋网财经]