【KAREX 5247 交流专区】佳力士

icy97

康乐私配筹1.58亿

财经新闻 财经  2015-03-03 11:47
（吉隆坡2日讯）康乐（KAREX，5247，主板消费产品股）宣布，已以每股3.90令吉完成配售4050万股，从中筹集1亿5800万令吉，其中1.1亿用于发展和业务扩展活动。

该公司所筹集的其中4450万令吉用于营运资本，以及350万令吉用于私配开销。

上周四，公司建议，进行私下配售高达4050万股新股，或占缴足资本的10%比重。

此外，康乐亦建议，在完成该项活动后，以每2股母股送1股红股比例，发送红股给股东。【南洋网财经】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) COMBINATION OF NEW ISSUE OF SECURITIES
Description	I.        PROPOSED PRIVATE PLACEMENT; AND II.        PROPOSED BONUS ISSUE
We refer to the announcement dated 26 February 2015 in relation to the Proposals(“Announcement”). Unless otherwise stated, the definitions used here shall have the same meanings as set out in the Announcement. On behalf of the Board of Directors of Karex Berhad (“Board”), CIMB Investment Bank Berhad (“CIMB”) is pleased to announce that the additional listing application in relation to the Proposed Private Placement has been submitted to Bursa Securities today. In addition, on behalf of the Board, CIMB wishes to announce that on 27 February 2015, the issue price for the Placement Shares was fixed at RM3.90 per Placement Share and 40,500,000 Placement Shares were successfully placed to identified placees to raise gross proceeds of RM158.0 million. The issue price represents a discount of approximately 4.6% to the 5-day VWAP of Karex Shares up to and including 26 February 2015 of RM4.09 and a discount of approximately 3.7% to the closing market price of Karex Shares on 26 February 2015 of RM4.05. As disclosed in the Announcement, the Proposed Private Placement will be subject to the approval of Bursa Securities for the listing of and quotation for the Placement Shares. CIMB is the sole placement agent for the Proposed Private Placement. This announcement is dated 27 February 2015.

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) COMBINATION OF NEW ISSUE OF SECURITIES
Description	I.        PROPOSED PRIVATE PLACEMENT; AND II.        PROPOSED BONUS ISSUE
We refer to the announcements dated 26 February 2015 and 27 February 2015 in relation to the Proposals(“Announcements”). Unless otherwise stated, the definitions used here shall have the same meanings as set out in the Announcements. On behalf of the Board of Directors of Karex Berhad, CIMB Investment Bank Berhad is pleased to announce that, based on the 40,500,000 Placement Shares which were successfully placed to identified placees at the issue price of RM3.90 per Placement Share, the gross proceeds to be raised of RM158.0 million from the Proposed Private Placement will be utilised as follows: Details of utilisation Amount (RM million) Estimated timeframe for utilisation from completion of the Proposed Private Placement Development and business expansion of Karex 110.0 (1) 12 months Working capital 44.5 (2) 12 months Estimated expenses in relation to the Proposals 3.5 (3) Upon completion of the Proposals Total 158.0 Notes: (1) Karex is still in the midst of exploring various business expansion opportunities which will be announced if and as and when Karex enters into any such agreement. However, in the event such business expansion opportunities do not crystallise within the expected timeframe, Karex is expected to utilise the proceeds raised for working capital requirements. (2) The utilisation of proceeds raised for working capital is expected to include but is not limited to marketing expenses to distribute ONE® brand products in South East Asia, cash cycle such as the purchase of raw materials, financing of trade debtors and to maintain stock levels for plant expansion in Hatyai, Thailand. As Karex is expanding its existing business, Karex envisages an increase to its on-going operating and administrative expenses in order to cater for the increase in sales. This will enable Karex to conduct its operations without being overly dependent on external borrowings. (3) The estimated expenses consist of professional fees, fees payable to authorities and other expenses relating to the Proposals. If the actual expenses related to the Proposals are lower than the estimated amount, the excess will be allocated to working capital, and vice versa. This announcement is dated 2 March 2015.

icy97

Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Private Placement
Details of corporate proposal	PRIVATE PLACEMENT OF 40,500,000 ORDINARY SHARES OF RM0.25 EACH IN KAREX BERHAD (“KAREX”) (“KAREX SHARES”), REPRESENTING 10.0% OF THE TOTAL ISSUED AND PAID-UP SHARE CAPITAL OF KAREX (“PRIVATE PLACEMENT”)
No. of shares issued under this corporate proposal	40,500,000
Issue price per share ($$)	MYR 3.900
Par Value ($$)	MYR 0.250
Latest issued and paid up share capital after the above corporate proposal in the following
Units	445,500,000
Currency	MYR 111,375,000.000
Listing Date	11/03/2015

icy97

買進券商心頭好．估值低產能提高助成長 康樂具33%揚升空間

財經股市17 Mar 2015 23:00

券商 ：興業證券研究
目標價：5.50令吉

康樂（KAREX，5247，主要板消費）估值不高，可提供33%上漲空間，加上看好公司擴充活動，可帶動原品牌生產（OBM）營業額貢獻，促使我們上調該公司財測。

根據該公司2016財年本益比為22.3倍，以及強勁的市場地位看來，該公司估值並不高。

該公司目前積極擴充，計劃在未來3年內，將產能從40億提高至70億個避孕套，並在未來5年內，將原品牌生產業務的營業額貢獻，從4%提高至20%。

隨著產能擴大，我們將該公司2015至2017財年的盈利預測，調高介于1%至10%。

考量到長期成長前景，相信該公司2014至2017財年盈利複成長率（CAGR）達到31%。

綜合上述因素，我們維持“買進”評級，目標價格為5.50令吉，即提供33%成長空間。

康樂週二（17日）閉市掛4.19令吉，揚升1仙，成交量30萬7500股。【中国报财经】


私配筹获“备战基金” 康乐料并购现有顾客
财经新闻 财经  2015-03-19 15:12
http://www.nanyang.com/node/688108?tid=462

Andy66888

守著,應該會上過5塊

APULA

cyberjaye 发表于 12-10-2013 01:13 PM
总市值近5亿，2012 PE=40
本帖最后由 cyberjaye 于 12-10-2013 01:23 PM 编辑

上市不到2年。。。市值已达》20亿！！！

cyberjaye

APULA 发表于 25-3-2015 10:03 PM
上市不到2年。。。市值已达》20亿！！！

的确让我大跌眼镜

APULA

Andy66888 发表于 23-3-2015 04:30 PM
守著,應該會上過5塊

IPO中的人没放，已赚了4倍！！！

Andy66888

APULA 发表于 25-3-2015 10:07 PM
IPO中的人没放，已赚了4倍！！！

後悔那時賣了四粒，現在只拿著兩粒加送一粒＝3粒。那時$2.40買入守著到現在。因為我覺得他一路賺錢，應該是個好股。如果不是要用到錢買屋，守著長期賺還多。

Andy66888

APULA 发表于 25-3-2015 10:07 PM
IPO中的人没放，已赚了4倍！！！

就是ipo抽不到， 那時開市就去到兩塊多。。。好股不怕買

APULA

Andy66888 发表于 25-3-2015 11:55 PM
就是ipo抽不到， 那時開市就去到兩塊多。。。好股不怕買

有眼光。。。。

Andy66888

APULA 发表于 26-3-2015 12:16 PM
有眼光。。。。

想問Karex是不是又來派紅股啊 ? 又來2送1 .........???

APULA

Andy66888 发表于 29-3-2015 06:35 PM
想問Karex是不是又來派紅股啊 ? 又來2送1 .........???

是有这样的可能。。。

icy97

康樂斥1480萬購地

財經企業31 Mar 2015 22:00
（吉隆坡31日訊）康樂（KAREX，5247，主要板消費）以1480萬令吉，收購柔佛笨珍4.53公頃土地。

該公司發布文告稱，康樂與Tropical Produce有限公司簽署買賣協議。目前康樂是租用上述土地，租賃協議將在今年10月底到期。因此完成收購后，雙方將終結租賃協議。

康樂總執行長吳銘傑指出：“我們很榮幸有機會購得這塊土地，我們是在2004開始租用有關單位。”

隨著新工廠在2016年6月投入運作，這項收購活動時機恰好，可省下37萬6800令吉年租金。

該公司將通過私下配售所得資金執行此收購活動，料在今年6月底完成。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	KAREX BERHAD (“KAREX” OR “THE COMPANY”) - PROPOSED ACQUISITION OF TWO (2) PIECES OF LANDS LOCATED IN MUKIM API-API, DISTRICT OF PONTIAN, JOHOR, BY KAREX INDUSTRIES SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF KAREX FOR A TOTAL CASH CONSIDERATION OF RM14,800,000.00 (“PROPOSED ACQUISITION”)
The Board of Directors of Karex (“Board”) wishes to announce that its wholly-owned subsidiary, Karex Industries Sdn Bhd (Company No. 170363-X) (“KISB” or the “Purchaser”) had on 30 March 2015 entered into two (2) Sale and Purchase Agreements (“SPAs”) with Tropical Produce Company (Pte) Limited (Company No. 992476-P) (referred to as “TPC” or “the Vendor”) for the purchase of two (2) pieces of lands measuring approximately total 4.5293 hectares (equivalent to 487,545 square feet) in Mukim Ap-Api, District of Pontian, Johor for a total cash consideration of RM14,800,000.00 (“Purchase Price”) (“Proposed Acquisition”). Please refer to the attached file for full details of the announcement. This announcement is dated 31 March 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1918761

Attachments Announcement-Karex -SPA-Tropical Produce Company -31 March 15.pdf

icy97

估值欠吸引力 康樂一度急跌25仙

財經1 Apr 2015 17:30
（吉隆坡1日訊）康樂（KAREX，5247，主要板消費）購地可擴大產能，但聯昌證券研究因近期的私下配售，將稀釋每股盈利而下修財測和投資評級，估值顯得缺乏吸引力，拖累股價一度急跌25仙或5.4%至4.36令吉，為今日十大下跌股。

該股以4.59令吉開盤無起落，不久便陷跌，在11時53分猛跌25仙或5.4%至4.36令吉，淪為十大下跌股。

不過，該股隨后收窄跌幅，並退出十大下跌股，休市暫掛4.48令吉，下滑11仙；半日成交量124萬9200股。該股午盤仍難逃跌勢，閉市時報4.39令吉，跌20仙，成交量達195萬5900股。

該公司週二（31日）向馬證交所報備，通過私下配售所得資金，以1480萬令吉收購柔佛笨珍4.53公頃土地。

該公司在3月份完成，私下配售4050萬新股，股量佔股本約10%，以籌集1億5800萬令吉，主要用作擴充業務。

租賃協議10月底到期

豐隆投資研究看好是項土地收購，因為持有土地，可降低不繼續租賃協議的風險。目前康樂是租用上述土地，租賃協議將在今年10月底到期。

聯昌證券研究指出，是項收購也可讓公司在未來擴大產能。不過，考量到私下配售所造成的股票稀釋效應，導致估值缺乏吸引力，將2015至2017財政的每股盈利，調低介于7%至8%。

考量到估值，聯昌證券研究將投資評級從“增持”，調低至“守持”，目標價從4.96令吉，下修至4.57令吉，並建議其他樹膠相關股項，如高產柅品（KOSSAN，7153，主要板工業）。

豐隆投銀研究則維持“守持”評級，目標價則調高至4.61令吉。【中国报财经】

icy97

康樂配售或有稀釋效應

2015-04-02 11:21      
（吉隆坡1日訊）康樂（KAREX，5247，主板消費品組）宣佈以1千480萬令吉，收購柔佛笨珍2片約4.5公頃土地，資金將以私下配售新股融資，預計2015財政年第二季完成。

豐隆研究認為收購價合理，料有助於降低更新租約風險，讓康樂從租戶變成持有人。

康樂獨資子公司康樂工業有限公司（KISB）從2004年2月起，租用該地作生產及倉庫用途，年租金約37萬6千800令吉，租約將在今年10月31日到期。

納入土地成本，豐隆研究估計，2015至2017財政年每股盈利將稀釋2%。不過，考量正面盈利預測及拓展計劃，調高目標價至4令吉61仙，維持“守住”評級。聯昌研究則因私下配售計劃稀釋效應，修減2015至2017財政年每股盈利預測7至8%，評級從“加碼”降至“持有”，目標價調低至4令吉57仙。

2015年3月11日，康樂私下配售4千零50萬新股，計劃將籌得的1億5千800萬令吉用於業務拓展。

股價：4令吉39仙
總股本：5千568萬7千500股
市值：20億4千485萬令吉
30天日均成交量：69萬股
最新季度營業額：7千699萬8千令吉
最新季度盈虧：淨利1千454萬7千令吉
每股淨資產：60仙
過去5年遭質詢（UMA）次數：無
過去5年附加股紀錄：無
大股東：康樂One有限公司（31.8%）（星洲日報／財經）

icy97

康乐回应马交所 笨珍地段未估值

财经新闻 财经  2015-04-04 11:36
（吉隆坡3日讯）针对以1480万令吉购入柔佛笨珍的地皮，康乐（KAREX，5247，主板消费产品股）表示，并无委任独立估价师进行正式的价值评估。

康乐在周二宣布收购该地皮后，回应大马交易所的询问。

公司向马交所表示，并不知道该两片地皮的净账面价值，且卖方Tropical Produce公司（TPC）的业绩报告也没有公开该项数额。

周二，康乐独资子公司康乐工业与TPC签署两项买卖协议，收购两片面积达4.6公顷的地皮，即公司厂房所在地。

康乐表示，1480万令吉的收购价，是根据当时市价和附近土地近期交易价格计算。

“因此，推断商业或工业地价格介于约每平方尺52令吉至68令吉。此外，农业地价格则介于12至19令吉。”

该公司解释，第一片商业或工业地的收购价接近每平方尺42令吉，而第二片农业地则达每平方尺10令吉。

此外，公司还考虑到搬迁其现有厂房，以及今年10月不再续约的成本。【南洋网财经】

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	GG-150401-40251
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS): NON RELATED PARTY TRANSACTIONS. KAREX BERHAD (“KAREX” OR “THE COMPANY”) PROPOSED ACQUISITION OF TWO (2) PIECES OF LANDS LOCATED IN MUKIM API-API, DISTRICT OF PONTIAN, JOHOR, BY KAREX INDUSTRIES SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF KAREX FOR A TOTAL CASH CONSIDERATION OF RM14,800,000.00 (“PROPOSED ACQUISITION”).
Description	Unless stated otherwise, definitions used in this reply shall carry the same meaning as defined in the Announcement dated 31 March 2015 in relation to the Proposed Acquisition of two (2) pieces of lands located in Mukim Api-Api, District of Pontian, Johor, by Karex Industries Sdn Bhd, a wholly-owned subsidiary of Karex for a total cash consideration of RM14,800,000.00 (“Proposed Acquisition”). We refer to our announcement dated 31 March 2015 in relation to the above subject matter. Further to Bursa Malaysia Securities Berhad's letter dated 1 April 2015, we are pleased to furnish the additional information as attached. This announcement is dated 2 April 2015.
Query Letter Contents	We refer to your Company's announcement dated 31 March 2015, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:- 1. Whether any valuation was carried out on the Lands. If so, to provide the name of the independent valuer, date and method of valuation and quantification of market value. 2. Net book value of Land 1 and Land 2 based on the latest audited financial statements. 3. The detailed basis in deriving at the total purchase price of RM14.8 million after taking into consideration the prevailing market rate per square foot of the Lands within the same vicinity.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1922065

Attachments Proposed Land Acquisition - Bursa Queries - Final.pdf

icy97

EX-date	16/04/2015
Entitlement date	20/04/2015
Entitlement time	05:00:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of 222,750,000 new ordinary shares of RM0.25 each in Karex Berhad (“Karex”) (“Karex Shares”) (“Bonus Shares”) to be credited as fully paid-up on the basis of 1 Bonus Share for every 2 Karex Shares held by the shareholders of Karex as at 5.00 p.m. on 20 April 2015 (“Entitlement Date”) (“Entitled Shareholders”) (“Bonus Issue”)
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	Symphony Share Registrars Sdn Bhd Level 6 Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Tel. no.: +603 7841 8000 Fax no.: +603 7841 8152
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20/04/2015
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)	222750000
Entitlement indicator	Ratio
Ratio	1 : 2

icy97

擁2億現金‧康樂併購拼成長

2015-04-07 10:16      
（吉隆坡6日訊）康樂（KAREX，5247，主板消費品組）啟動併購模式，放眼再收購更多保險套相關業務及投資1千100萬令吉拓展產能至70億隻安全套，雙管齊下推動公司成長。
斥1100萬拓產能

該公司首席執行員吳銘傑在特大會後表示，康樂併購模式才剛剛開始，如今公司坐擁超過2億令吉現金，未來不排除展開更多併購推動外部成長。

“我們還在慎重評估收購機會，對象來自本地及海外公司，尤其是至今未掌握的相關技術或領域，估計不限於一項收購。”

去年8月，康樂以660萬美元（約2千400萬令吉）收購美國Global Protection公司（GP）55%股權；3月杪以1千480萬令吉收購笨珍2片土地。

產能拓展方面，康樂規劃年增10億隻保險套，今年產能將從40億增至50億隻，明後年分別增至60億及70億隻。

“今年10億隻產能投資在泰國廠房，開銷3千萬令吉，預計2至3個月後投運，明年則耗資8千萬，在笨珍新購地段增設新設施提昇產能，希望可在2017年達到70億隻目標。”

該公司根據去年新增產能估算，每增加10億只保險套將推動營業額增長至少20%。

冀自有品牌貢獻增至20%

至於自有品牌業務進展，吳銘傑說第一季貢獻不大，僅約4%，預計第二季與GP整合後，貢獻將最高增至8%，5年後，即2020年，希望自有品牌貢獻可增至20%。

“收購GP後，旗下One品牌保險套將鎖定在高端市場，顧客群以人口佔多數的年輕人為主，尤其是美國都市年輕人，亞洲區也會採取同樣策略推廣。”

目前康樂超過90%營收來自保險套業務，同時也銷售其他醫療器材，分別在巴生港口、笨珍及泰國合艾設有廠房。（星洲日報／財經）

icy97

Type	Announcement
Subject	OTHERS
Description	Karex Berhad ("Karex" or "the Company")- Acquisition of a new sub-subsidiary
Pursuant to paragraph 9.19(23) of Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Karex Berhad ("the Board") wishes to announce that its wholly-owned subsidiary based in Hong Kong, Karex Global Limited had on 14 April 2015 acquired the entire issued and paid-up share capital of a shelf company in Spain and changed its name to “Karex Europe Pte S.L.” (“Karex Europe”) (“Acquisition”) and the supporting documents on the Acquisition was received on 30 April 2015. Karex Europe was incorporated on 9 December 2014 as a private limited company under the name of Powelton S.L., with an authorised and paid-up share capital of 3,000 Euros. Karex Europe is currently dormant and is intended for the expansion of Karex’s market presence in Europe. Pursuant to the aforesaid Acquisition, Karex Europe will become a wholly-owned subsidiary of Karex Global Limited, which in turn, is a wholly-owned subsidiary of Karex. The said Acquisition is not expected to have any material effect on Karex's earning per share, net assets per share, gearing, share capital and substantial shareholdings structure for the financial year ending 30 June 2015. None of the Directors and substantial Shareholders of the Company and the persons connected to them has any direct and indirect interest in the said Acquisition. The Board, after taking into consideration of the rationale of the Acquisition, is of the opinion that the Acquisition is in the best interest of Karex Group. This announcement is dated 5 May 2015.