【SUPERMX 7106 交流专区】速伯玛

Mr.Business

原帖由 vincentphuah 于 14-11-2007 11:33 AM 发表
我相信apli可以脱离pn17的行列！因为我相信supermx老板的眼光！
现在我在想，是不是时候进场买apli了呢？现在满便宜了。。。

建议你从头看过这帖子。。。

还有，你如何肯定APLI现在很便宜了？

[ 本帖最后由 Mr.Business 于 14-11-2007 02:08 PM 编辑 ]

vincentphuah

不是吗?价钱可说是接近全年最底了....0.245

还有它不是已经开始赚钱了吗?

最重要的是它不要亏钱,不是吗?少赚点,无所谓吧?

Mr.Business

APLI今天的股价表现。

APLI

(5479)  18:40:27

Last Done	0.235
Change	-0.015
Day High	0.250
Day Low	0.235
Best Buy	0.235
Best Sell	0.240
Volume(Lot)	14307

SUPERMX

(7106)  18:41:27

Last Done	2.210
Change	0.020
Day High	2.210
Day Low	2.170
Best Buy	2.200
Best Sell	2.210
Volume(Lot)	7281

Mr.Business

在这帖子我认为APLI有做假帐的嫌疑，你的看法呢？既然APLI有做假帐的嫌疑，你如何肯定她现在说赚钱是真的，可能一年后的annual audited account出来她又是亏钱呢？

Mr.Business

Supermax是聯昌證券首選小型股項之一。

更新: November 20, 2007 00:57

年內均揚78%
小型股前景耀眼

報導：胡綺芳

（吉隆坡19日訊）馬股小型股發威，聯昌證券分析的小型股項今年以來平均揚升78%，漲勢凌厲，並建議投資者可趁低吸納小型股。

聯昌證券維持小型股領域“跑贏大市”（Overweight）投資評級，首選股項為LCL機構（LCL，7177， 主板貿易）、MTD混凝土（MTDACPI，5924，主板工業）及匯華產業（HUNZPTY，5018，主板產業）。

“我們預計，綜指將在今年底突破1440點，並在明年企上1700點，小型及低價股將維持漲勢，明年繼續跑贏大市。”

報告指出，今年以來，首選的13隻小型股項高漲78%，綜指漲幅則僅達25%。

“建築及產業小型股表現最佳，其中LCL機構今年漲幅突破5.04倍。”

該券商說，自今年7月套利風狂吹以來，小型股重建支撐基底（support basis），進而更見吸引力。

其中成榮集團（MUDAJYA，5085，主板建築）、億順機構（EKSONS，9016，主板工業）及緯鉅（WELLCAL，7231，二板工業）股價從全年最高水平，暴跌超過20%。

股息回酬3.5%

“同時，小型股也派發誘人股息，平均股息回酬達3.5%，億順機構及緯鉅股息回酬更高達6%至8%。”

另一方面，該券商認為，LCL機構是西亞發展最佳的大馬室內裝潢（IFO）公司，並在大馬佔15%市佔率，為我國最大業者。

“西亞高達4億2000萬美元訂單激勵下，料LCL機構未來3年盈利年複成長率（CAGR）將達60%。”

此外，報告說，身為土著公司的MTD資本（MTD，9032，主板建築）旗下子公司MTD混凝土，現有建築訂單達42億令吉，將擁有機會獲得更多第9大馬計劃基建工程。

同時，該券商指出，匯華產業在檳城擁有地庫，並料將從北部走廊經濟特區（NCER）從中獲益。

  

聯昌證券首選小型股項
股項	投資評級	目標價（令吉）	19日走勢
	閉市價（令吉）		波動（仙）	成交量（股）
文君集團	跑贏大市	1.80	0.83	-1	9萬9600
夢城機構	跑贏大市	0.86	0.60	-1	91萬9400
億順機構	跑贏大市	2.42	1.32	+3	2萬2600
匯華產業	跑贏大市	4.50	2.66	-1	65萬9900
JobStreet機構	跑贏大市	2.90	2.20	-	1萬5000
高產柅品	跑贏大市	7.15	3.76	+6	8萬6300
LCL機構	跑贏大市	11.75	6.65	-10	24萬9400
MTD混凝土	跑贏大市	3.52	1.93	+3	8萬6000
成榮集團	跑贏大市	7.38	3.44	+4	8萬8800
速伯瑪	跑贏大市	3.45	2.20	-1	14萬5600
聯馬置地	跑贏大市	3.57	2.20	-	2600
VADS	跑贏大市	7.75	5.60	-	2萬3500
緯鉅	跑贏大市	4.22	2.27	-	5萬7000

http://www.chinapress.com.my/content_new.asp?dt=2007-11-20&sec=business&art=1120bs06.txt

dreamer55

哇，他们的目标价都订得很高一下，至少都有50%增长潜能。呵呵，我是对后市保持乐观，但也没有像他们那么有野心。嗯，有点怀疑...

不过这篇分析在这个时候出炉，会有散户跟进吗？

Mr.Business

是不是因为外资进入我国的关系，所以CIMB订的目标价也开始依照国际水准？

Yewlili

PAK LAH 證券首選小型股項
   股項     投資評級 目標價（令吉） 19日走勢
   閉市價           （令吉） 波動（仙） 成交量（股）
   MEGAN    跑贏大市  6.00   0.01  -0.01    1000萬9600
   PMIND    跑贏大市 10.00   0.01  -0.01    1000萬9400

買

dreamer55

最近看到一篇报道，马币近期内其实是明升暗贬。虽然相对美元我们是升值了，可是相对欧元和其他亚洲货币，我们是贬值了。这些迹象是否显示，部份外资对马来西亚政府的官僚作风及傲慢态度非常反感，正逐渐撤离我国到其他更欢迎他们的国家？

唉，若真是如此的话，我的全盘计划就会被打乱，要重新审视中期局面了。

Mr.Business

"虽然相对美元我们是升值了，可是相对欧元和其他亚洲货币，我们是贬值了。"

我以为这是因为美国故意将美元贬值，听说油价高涨也部分因为美元贬值 (油价是用美元做交易单位，美元贬值，油价就上涨，以避免美元贬值的损失)。所以相对美元我们是升值了, 却不是因为我国的经济改善的缘故。

我是觉得政府是想促进经济的，我有看到他们的诚意，所以我还是很乐观的。

dreamer55

生意兄说的是，我也看到上层的诚意。但是底下“没有诚意”的人还很多，有者还高居其位，比如拉大姐等等。往往这些人不是口出狂言傲慢无知，就是外资还未进来就挣着分赃。唉，这些毒虫一日不扫除，马来西亚长期前景堪忧。无怪乎可以出走的人，都尽量的往外走了。

Mr.Business

我还是对我国比较熟悉，所以还是愿意投资KLSE，如果外资不愿意进来，股市不动，我只好以"便宜的价钱买到好股票"来安慰自己咯。我还是很乐观的。。。

john123

我并不乐观。所以准备到sgx 。。。

8years

我更聪明，乘这次大跌市，我要去香港了

mjchua

1.        INTRODUCTION

Furtherto the announcement made by the Company on 31 October 2007 pertainingto the Company’s position as an affected listed issuer pursuant to theParagraph 8.14C of the Listing Requirements of Bursa MalaysiaSecurities Berhad (“Listing Requirements”) (“Bursa Securities”) andPractice Note No. 17/2005 (“PN17”), RHBInvestment Bank Berhad (“RHB Investment Bank”), on behalf of the Boardof Directors of APLI (“Board”) wishes to announce that the Company isproposing to undertake the following proposals to regularise thefinancial position of APLI and its subsidiaries (“APLI Group”):

(i) Proposed share capital reductionpursuant to Section 64 of the Companies Act, 1965 (“Act”) involving thecancellation of RM0.93 of the par value of each existing ordinary shareof RM1.00 each in APLI issued (“Proposed Capital Reduction”);

(ii) Proposed consolidation of the entireissued and paid-up share capital of APLI after the Proposed CapitalReduction via the consolidation of one hundred (100) ordinary shares ofRM0.07 each into seventy (70) ordinary shares of RM0.10 each (“Shares”)(“Proposed Capital Consolidation”); and

(TheProposed Capital Reduction and Proposed Capital Consolidation arecollectively referred to as the “Proposed Capital Reconstruction”)

(iii) Proposed renounceable rights issueof 729,985,050 new Shares (“Rights Shares”) at an indicative issueprice of RM0.135 per Rights Share, on the basis of three (3) RightsShares for every one (1) Share held on an entitlement date to bedetermined later after the Proposed Capital Consolidation (“ProposedRights Issue”).

(The Proposed Capital Reconstruction and Proposed Rights Issue are collectively referred to as the “Proposals”).

2.        DETAILS OF THE PROPOSALS

2.1        Proposed Capital Reduction

APLIwill undertake a capital reduction of its existing issued and paid-upshare capital of RM347,611,928 comprising 347,611,928 ordinary sharesof RM1.00 each via a cancellation of RM0.93 of the par value ofordinary shares of RM1.00 each in APLI pursuant to Section 64 of theAct. The issued and paid-up share capital of APLI will be reduced toRM24,332,835 comprising 347,611,928 ordinary shares of RM0.07 each uponthe completion of the Proposed Capital Reduction.

TheProposed Capital Reduction would give rise to a credit of RM323,279,093which would be utilised to reduce APLI’s audited accumulated losses asat 30 June 2007 of RM324,593,335 to RM1,314,242. Consequently, themerger deficit and the accumulated losses of the APLI Group ofRM251,961,467 and RM49,567,394 respectively as at 30 June 2007 will becompletely eliminated and the APLI Group will be operating withretained profits of RM21,750,232.

2.2        Proposed Capital Consolidation

Theissued and paid-up share capital of APLI will be RM24,332,835comprising 347,611,928 ordinary shares of RM0.07 after the ProposedCapital Reduction. Subsequently, APLI will undertake the consolidationof the then entire issued and paid-up share capital of 347,611,928ordinary shares of RM0.07 each via the consolidation of one hundred(100) ordinary shares of RM0.07 each and re-issuance in replacementthereof, with seventy (70) Shares. The issued and paid-up share capitalof APLI shall be RM24,332,835 comprising 243,328,350 Shares uponcompletion of the Proposed Capital Consolidation.

        TheShares to be issued pursuant to the Proposed Capital Consolidation aremerely in replacement of the ordinary shares of RM0.07 each in APLIpursuant to the Proposed Capital Reduction. Hence, the Shares shall,upon allotment and issue, rank pari passuin all respects with all rights attached to any dividends, rights,allotments and/or other distributions, which may be declared.

Fractionsare to be disregarded and the consolidated Shares which representfractional entitlements shall be disregarded and dealt with in suchmanner as the Board in its absolute discretion think expedient in theinterests of the Company and with priority to minimise the incidence ofodd lots.

An application will be made toBursa Securities for the listing of and quotation for the Shares to beissued pursuant to the Proposed Capital Reconstruction on the MainBoard of Bursa Securities.

2.3        Proposed Rights Issue

2.2.1        Details of the Proposed Rights Issue

Afterthe completion of the Proposed Capital Reconstruction, APLI shallundertake a renounceable rights issue of 729,985,050 Rights Shares atan indicative issue price of RM0.135 per Rights Share, on the basis ofthree (3) Rights Share for every one (1) Share held by the entitledshareholders of the Company after the Proposed Capital Reconstruction,whose names appear in the Record of Depositors of the Company on theentitlement date to be determined later.

       

2.2.2        Ranking of the Rights Shares

TheRights Shares shall, upon allotment and issue, rank pari passu in allrespects with the existing Shares save and except that they shall notbe entitled to any dividends, rights, allotments and/or otherdistributions, the entitlement date of which is prior to the date ofallotment and issue of the Rights Shares.

2.2.3        Pricing of the Rights Shares

        The indicative issue price of the Rights Share is RM0.135 each.

For illustrative purposes, based on the indicative issue price forthe Rights Share of RM0.135 each and the five (5)-day volume weightedaverage market price (“VWAP”) of approximately RM0.23 per ordinaryshare of RM1.00 each up to 20 November 2007 (being the latestpracticable date prior to this announcement), the theoretical ex-allprice (“TEAP”) is approximately RM0.19 per Share. The indicative issueprice of RM0.135 per Rights Share represents a discount ofapproximately 28.9% of the TEAP.

Thefinal issue price of the Rights Shares will be determined at aprice-fixing date after all relevant approvals for the Proposed RightsIssue have been obtained based on market principles and at a levelwhich will be in the best interest of the Company.

2.2.4        Listing of the Rights Shares

Listing on the Main Board of Bursa Securities will be sought for the Rights Shares.
2.2.5        Utilisation of Proceeds from the Proposed Rights Issue

Theexact quantum of gross proceeds from the Proposed Rights Issue woulddepend on the actual issue price which will be determined at aprice-fixing date.

                Forillustrative purposes, based on the indicative issue price of RM0.135per Rights Share, the Proposed Rights Issue is expected to raise totalgross proceeds of approximately RM98,547,982. Please refer to Table 1 for the details of utilisation of the aforesaid proceeds.

mjchua

2.2.6        Irrevocable Undertaking from Shareholders

Therewill be no minimum subscription for the Proposed Rights Issue. TheCompany shall procure the undertaking from the major shareholders,namely Supermax Corporation Berhad and Dato’ Seri Thai Kim Sim, tosubscribe for their entitlement to the Rights Shares in due course.

Arrangements will be made for the underwriting of the remaining Rights Shares not taken up by the other entitled shareholders.

3.        RATIONALE FOR THE PROPOSALS

TheProposed Capital Reconstruction would allow the audited accumulatedlosses of RM324,593,335 of APLI as at 30 June 2007 that are no longerrepresented by available assets to be substantially reduced. TheProposed Capital Reconstruction will also rationalise the balance sheetto reflect more accurately the value of the APLI Group’s underlyingassets and thus the financial position of the APLI Group.

The Proposed Rights Issue will furtherrecapitalise the APLI Group, restore its financial position as theproceeds to be raised pursuant to the Proposed Rights Issue willprovide the APLI Group with additional capital funds to support theAPLI Group’s existing operations, expansion plans and working capitalrequirements The expansion plan is in line with APLI’s objectives toincrease its production capacity and efficiency of the old plants inorder to achieve global competitiveness to cater to healthcare industryin the emerging markets, food services and industrial markets. Inaddition, the proceeds from the Proposed Rights Issue will also beutilised to partially offset the APLI Group's bank borrowings resultingin interest savings of approximately RM2 million per annum in thefuture, and reduction of its gearing. TheProposed Rights Issue will also enable APLI to meet the minimum issuedand paid-up share capital requirement of RM60 million for companieslisted on the Main Board of Bursa Securities.

The Proposals would enable the Company to remove itself from being classified as an affected listed issuer under PN17.

4.        EFFECTS OF THE PROPOSALS

The effects of the Proposals are as follows:

4.1        Issued and Paid-Up Share Capital

The effects of the Proposals on the issued and paid-up share capital of the Company are set out in Table 2.

4.2        Substantial Shareholders

The effects of the Proposals on the shareholdings of the substantial shareholders of the Company are set out in Table 3.

4.3        Earnings

Asthe Proposals are expected to be completed by the third quarter of2008, the Proposals are not expected to have any material effect on theearnings of the APLI Group for the financial year ending 30 June 2008.
Nonetheless,the Board envisages that following the completion of Proposals, thefinancial position of the APLI Group would further improve for thefinancial year ending 30 June 2009.

4.4        Net Assets and Gearing

Basedon the latest audited results for the financial year ended 30 June 2007of the APLI Group and assuming that the Proposals were completed onthat date, the effects of the Proposals on the consolidated net assetsand gearing of the APLI Group are set out in Table 4.

4.5        Dividends

No dividend was declared and paid by the Company for the financial year ended 30 June 2007.  
Any declaration of future dividends will be dependent upon, inter alia, the retained profits, cash flow position and the funding requirements of the APLI Group.

5.        APPROVALS REQUIRED

The Proposals are subject to approvals being obtained from the following parties:

(a)        the Securities Commission (“SC”) for the following:

(i)        the Proposed Capital Consolidation and Proposed Rights Issue; and

(ii)        the listing of and quotation for the consolidated Shares and Rights Shares on the Main Board of Bursa Securities;

(b)        the High Court of Malaya in relation to the Proposed Capital Reduction pursuant to Section 64 of the Act;

(c)        the shareholders of APLI at an Extraordinary General Meeting to be convened;

(d) Bursa Securities for the listing ofand quotation for the new Shares to be issued pursuant to the ProposedCapital Reconstruction and the Rights Shares on the Main Board of BursaSecurities; and

(e)        any other relevant authorities and/or parties (if any).

The Proposed Rights Issue is conditional upon the Proposed Capital Reconstruction.

6.        DIRECTORS’ AND SUBSTANTIAL SHAREHOLDERS’ INTERESTS

Noneof the Directors and/or substantial shareholders of APLI and/or personsconnected with the Directors and/or substantial shareholders of APLIhave any interest, either direct or indirect, in the Proposals beyondtheir respective entitlements for which all shareholders of APLI areentitled to, including the right to apply for excess Rights Sharesapplication.

7.                DIRECTORS’ RECOMMENDATION

        After having taken intoconsideration the rationale for the Proposals, the Board is of theopinion that the Proposals are fair and reasonable and in the bestinterest of the Company.

8.        OTHER MATTERS

8.1        Company has appointed RHB Investment Bank as the Adviser for the Proposals.

8.2 Subject to the conditions stated inSection 5 above and barring any unforeseen circumstances, the Proposalsare expected to be completed by the third quarter of 2008.

8.3 Applications to the relevantauthorities for the Proposals are expected to be made within three (3)months from the date of this announcement.

8.4 The Board is not aware of anydeparture from the SC’s Policies and Guidelines on Issue/Offer ofSecurities in respect of the Proposals.

This announcement is dated 21 November 2007.

mjchua

縮陽囉...  

khliew7

SUPERMAX最新一季的EPS达到RM0.0653

http://announcements.bursamalays ... 16C482?OpenDocument

Mr.Business

APLI的重组计划：

缩阳：
1. 股本从RM347,611,928 comprising 347,611,928 ordinary shares of RM1.00变成RM24,332,835 comprising 347,611,928 ordinary shares of RM0.07。

2. 每100股 (par value RM0.07)变成70股(par value RM0.10)。
The issued and paid-up share capital of APLI shall be RM24,332,835 comprising 243,328,350 Shares。

所以是每100股缩阳为70股。


附加股：
缩阳后，每1股卖3附加股（每附加股卖RM0.135)。共卖出729,985,050附加股。



今天APLI的股价随着重组计划的宣布而下调到RM0.19。

APLI

(5479)  09:14:06

Last Done	0.190
Change	-0.040
Day High	0.200
Day Low	0.180
Best Buy	0.185
Best Sell	0.190
Volume(Lot)	40183

SUPERMX

(7106)  09:16:06

Last Done	2.190
Change	0.000
Day High	2.190
Day Low	2.190
Best Buy	2.190
Best Sell	2.200
Volume(Lot)	510

[ 本帖最后由 Mr.Business 于 22-11-2007 09:45 AM 编辑 ]

Mr.Business

重组后顺便换个名字。。。

Company Name	:	APL INDUSTRIES BERHAD
Stock Name	:	APLI
Date Announced	:	21/11/2007

Type	:	Announcement
Subject	:	APL INDUSTRIES BERHAD - Proposed Change of Company’s Name to Maxter International Berhad (“Proposed Change of Name”)

Contents :

The Board of Directors of the Company wishes to announce that the Company will undertake the Proposed Change of Name after the proposed restructuring of the Company, subject to reservation of the proposed name “Maxter International Berhad” with the Registrar of Companies and shareholders’approval at an Extraordinary General Meeting to be convened at a date,which will be announced later.