【KRETAM 1996 交流专区】嘉利丹

Tony-Pua

kendro 发表于 22-2-2018 01:32 PM
我都忘记了要被收购，我跑太早了。难得我守4年时间才有收获。

还有什么股值得留意的?

今天最高rm0.88..........only

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

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

1	Revenue	179,433	232,571	637,567	378,500
2	Profit/(loss) before tax	2,215	17,304	35,176	32,699
3	Profit/(loss) for the period	-186	9,404	20,849	20,055
4	Profit/(loss) attributable to ordinary equity holders of the parent	-3,357	9,497	17,240	20,159
5	Basic earnings/(loss) per share (Subunit)	-0.16	0.50	0.74	1.04
6	Proposed/Declared dividend per share (Subunit)	1.00	1.00	1.00	1.00
		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 ($$)	39.4000		39.5000

Tony-Pua

1996                 KRETAM                 KRETAM HOLDINGS BHD

Quarterly rpt on consolidated results for the financial period ended 31/03/2018

Quarter: 1st Quarter Financial Year End: 31/12/2018 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/03/2018 31/03/2017 31/03/2018 31/03/2017 RM '000 RM '000 RM '000 RM '000 1 Revenue 160,888 141,845 160,888 141,845 2 Profit/Loss Before Tax 4,446 15,881 4,446 15,881 3 Profit/(loss) attributable to ordinary equity holders of the parent 1,520 12,752 1,520 12,752 4 Net Profit/Loss For The Period 1,641 12,789 1,641 12,789 5 Basic Earnings/Loss Per Shares (sen) 0.07 0.55 0.07 0.55 6 Dividend Per Share (sen) 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 (RM) 0.3100 0.3000

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2018	31 Mar 2017	31 Mar 2018	31 Mar 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	160,888	141,845	160,888	141,845
2	Profit/(loss) before tax	4,446	15,881	4,446	15,881
3	Profit/(loss) for the period	1,641	12,789	1,641	12,789
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,520	12,752	1,520	12,752
5	Basic earnings/(loss) per share (Subunit)	0.07	0.55	0.07	0.55
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 ($$)	0.3100		0.3000

Tony-Pua

合成种植不买了‧嘉利丹大挫34%
http://www.sinchew.com.my/node/1766247

（吉隆坡18日讯）合成种植（HSPLANT,5138,主板种植组）喊停全面献购嘉利丹（KRETAM,1996,主板种植组）计划，获分析员喊赞，周一股价变化不大，但遭退亲的嘉利丹却大受打击跌停板，连带大马股票交易所也宣布，暂停该股自营当日交易（PDT）及即日鲜卖空活动。

合成种植上周宣布，嘉利丹的精密审查结果即不叫人满意，也不可接受，因此决定立即终止全购计划，导致嘉利丹周一溃跌，开盘即泻20.5仙至49仙，盘中跌停至39.5仙，猛挫30仙或43.17%，最终报46仙，下滑23.5仙或33.81%，相比之下合成种植反应不大，全日收平在2令吉29仙。

肯纳格研究认为，合成种植取消嘉利丹全购计划正面，主要是嘉利丹带来的每年4500万令吉盈利贡献，并不足以抵销每年额外5000万至1亿令吉利息开销，预见合成种植可能至少需要2年时间才能将嘉利丹扭转乾坤。

嘉利丹估值77倍本益比

值得注意的是，嘉利丹估值达到77倍本益比，可能推高合成种植负债比至0.5至1倍，而现在为净现金状态。

该行说，虽然合成种植通过并购嘉利丹将可取得进军沙巴的协同效益，但在昂贵估值和立即盈利风险考量下，取消全购计划合乎情理。

“没有嘉利丹，我们预期合成种植前景将改善，主要是今年下半年产能趋势向好，合成种植盈利有望开始复苏。

不过，我们并不预见种植领域盈利前景向好，主要是产量增加将抑制原棕油价，但交易告吹将舒缓投资者对合成种植短期盈利隐忧，未来股价表现可能趋稳。”

合成种植是在今年2月21日宣布，以每股92仙或近12亿令吉向拿督林玉生及他所控制的Santraprise公司收购嘉利丹的55%股权，并建议以相同价位展开全购。

整体来看，肯纳格研究维持合成种植2018和2019财政年核心净利9300万令吉和1亿零300万令吉不变，但投资评级从“落后大市”调高至“符合大市”，目标价也从2令吉提高至2令吉15仙。

icy97

Type	Announcement
Subject	TAKE-OVERS & MERGERS (PARAGRAPH/RULE 9.19 (47A))
Description	Kretam Holdings Berhad ("KHB" or "Company")POTENTIAL OFFER
This announcement is dated 14 June 2018. Reference is made to the announcements dated 21 February 2018, 13 April 2018, 18 May 2018 and 25 May 2018 in relation to the Potential Offer (“Announcements”). Unless otherwise stated, the words and abbreviations used herein shall have the same meaning as defined in the Announcements. On behalf of the Board of KHB, AmInvestment Bank Berhad wishes to announce that KHB has been informed by its Executive Director/Chief Executive Officer and the controlling shareholder, Datuk Lim Nyuk Sang @ Freddy Lim that Hap Seng Plantations Holdings Berhad had decided to terminate the respective conditional share sale agreements with him and Santraprise Sdn Bhd.  Accordingly, the Offer will not materialise.

icy97

Date of change	29 Jun 2018
Name	DATO ABD AZIZ BIN HAJI SHEIKH FADZIR
Age	55
Gender	Male
Nationality	Malaysia
Designation	Chairman
Directorate	Executive
Type of change	Resignation
Reason	Time constraints due to busy schedule.
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	He holds a Bachelor of Science (Accounting) degree from Purdue University, Indiana, United States of America.
Working experience and occupation	He started his career in 1986 as a Project Co-ordinator for Pembangunan Kulim Sdn. Bhd. where he had been actively involved in numerous projects. Prior to joining Gold Bridge Engineering & Construction Berhad where he is the Executive Director and is in charge of the overall management and operations since 1989, he also worked in several construction and property development companies.

icy97

Name	DATUK LIM NYUK SANG @ FREDDY LIM
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	05 Jul 2018	40,500,000	Disposed	Direct Interest
	Name of registered holder	Alliancegroup Nominees (Tempatan) Sdn Bhd (Pledged Securities Account for Lim Nyuk Sang @ Freddy Lim
	Address of registered holder	17th Floor, Menara Multi-Purpose Capital Square, No.8, Jalan Munshi Abdullah, 50100 Kuala Lumpur.
	Description of "Others" Type of Transaction	Sold off-market

Circumstances by reason of which change has occurred	Sold off-market at RM0.35 each.
Nature of interest	Direct Interest
Direct (units)	1,094,243,080
Direct (%)	47.011
Indirect/deemed interest (units)	500,857,600
Indirect/deemed interest (%)	21.518
Total no of securities after change	1,595,100,680
Date of notice	06 Jul 2018
Date notice received by Listed Issuer	06 Jul 2018

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	147,363	147,752	308,252	289,597
2	Profit/(loss) before tax	-4,320	9,863	126	25,744
3	Profit/(loss) for the period	-3,716	4,707	-2,075	17,496
4	Profit/(loss) attributable to ordinary equity holders of the parent	-3,822	4,634	-2,302	17,386
5	Basic earnings/(loss) per share (Subunit)	-0.16	0.21	-0.10	0.76
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 ($$)	0.2990		0.3000

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2018	30 Sep 2017	30 Sep 2018	30 Sep 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	127,475	168,537	435,726	458,134
2	Profit/(loss) before tax	-7,107	6,290	-6,980	32,405
3	Profit/(loss) for the period	-7,669	2,834	-9,743	20,612
4	Profit/(loss) attributable to ordinary equity holders of the parent	-7,630	2,807	-9,931	20,475
5	Basic earnings/(loss) per share (Subunit)	-0.33	0.12	-0.43	0.88
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 ($$)	0.2960		0.3000

icy97

Date of change	20 Dec 2018
Name	MR LIM TSHUNG YU
Age	27
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Masters	General Structural Engineering	Imperial College London, UK	2014
2	Degree	Civil Engineering (First Class Honours)	University of Sheffield, UK	2013

Working experience and occupation	Mr Lim Tshung Yu is entrusted with the Company's growth development, particularly in project tender execution and interviews, since joining the Company in 2017 as an Executive.  He is also tasked with the co-ordination and operations of Green Edible Oil Sdn Bhd, a wholly-owned subsidiary of the Company.  Currently, he is the director in charge of 2 private companies carrying out property development activities.  He also holds directorships in some other private companies.After graduating from the Imperial College London in 2014, he started his career with Mott MacDonald Pte Ltd, Singapore, from 2014 to 2016 during which he gained experience in several projects as Design Engineer.
Directorships in public companies and listed issuers (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Child of Datuk Lim Nyuk Sang @ Freddy Lim, a Director and Major Shareholder of the Company

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2018	31 Dec 2017	31 Dec 2018	31 Dec 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	74,747	191,448	510,473	649,582
2	Profit/(loss) before tax	-20,941	5,460	-27,922	38,421
3	Profit/(loss) for the period	-19,365	867	-29,109	21,902
4	Profit/(loss) attributable to ordinary equity holders of the parent	-19,379	-2,598	-29,311	18,300
5	Basic earnings/(loss) per share (Subunit)	-0.83	-0.11	-1.26	0.79
6	Proposed/Declared dividend per share (Subunit)	0.00	1.00	0.00	1.00
		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 ($$)	28.7000		30.0000

icy97

Type	Announcement
Subject	OTHERS
Description	VARIANCE BETWEEN AUDITED AND UNAUDITED FINANCIAL RESULTS FOR THE FINANCIAL YEAR ENDED 31 DECEMBER 2018
Pursuant to Paragraph 9.19 (35) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of the Company wishes to announce that there is a deviation of 32.04% between the unaudited loss after taxation and non-controlling interest for the year ended 31 December 2018 of RM29.311 million announced on 25 February 2019 and the audited loss after taxation and non-controlling interest for the year ended 31 December 2018 of RM38.701 million. The reconciliation of the loss after taxation and non-controlling interest is tabulated as follows:- Description RM ('000) Profit / (Loss) After Tax and NCI (4th Quarter) (29,311) Restatement on cost of sales (4,937) a Overstatement on other income (4,067) b Others (386) c Profit / (Loss) After Tax and NCI (Audited) (38,701) Notes: a. Restatement on cost of sales                   The effect on re-measurement of opening inventory under MFRS is reflected in current period. Upon transition to MFRS, harvested product is transferred to inventory at fair value less cost to sale resulting in the re-measurement of inventory of the Group.                b. Overstatement on other income                          Over-recognition of gain on de-consolidation of subsidiaries.                      c. Others                 Late adjustment for scrapped assets, loss allowance for trade receivable past due and taxation.    This announcement is dated 25 April 2019.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2019	31 Mar 2018	31 Mar 2019	31 Mar 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	104,491	160,888	104,491	160,888
2	Profit/(loss) before tax	-87	4,446	-87	4,446
3	Profit/(loss) for the period	559	1,641	559	1,641
4	Profit/(loss) attributable to ordinary equity holders of the parent	537	1,520	537	1,520
5	Basic earnings/(loss) per share (Subunit)	0.02	0.07	0.02	0.07
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 ($$)	0.2610		0.2610

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2019	30 Jun 2018	30 Jun 2019	30 Jun 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	86,387	147,363	190,878	308,252
2	Profit/(loss) before tax	-12,406	-4,320	-12,493	126
3	Profit/(loss) for the period	-10,687	-3,716	-10,128	-2,075
4	Profit/(loss) attributable to ordinary equity holders of the parent	-10,654	-3,822	-10,117	-2,302
5	Basic earnings/(loss) per share (Subunit)	-0.46	-0.16	-0.43	-0.10
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 ($$)	0.2570		0.2610

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2019	30 Sep 2018	30 Sep 2019	30 Sep 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	83,833	127,475	274,711	435,726
2	Profit/(loss) before tax	-4,825	-7,107	-17,318	-6,980
3	Profit/(loss) for the period	-4,180	-7,669	-14,308	-9,743
4	Profit/(loss) attributable to ordinary equity holders of the parent	-2,271	-7,630	-12,388	-9,931
5	Basic earnings/(loss) per share (Subunit)	-0.10	-0.33	-0.53	-0.43
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 ($$)	0.2550		0.2610

icy97

KRETAM HOLDINGS BERHAD

Date of change	28 Nov 2019
Name	MR WONG LEN KEE
Age	70
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Executive Director
New Position	Chairman
Directorate	Executive

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Degree	Forestry	The Australian National University Canberra

Working experience and occupation	He held the post of Project Manager of Sabah Softwoods Sdn Bhd from 1974 to 1986. From 1985 to 1986, he was a director of Sri Brumas Sdn Bhd.He was appointed to the Board of Directors of Kretam Holdings Berhad ("KHB") on 14 April 2004. He is also a member of the Executive Committee and was appointed as Chairman of the Risk Management Committee of KHB on 5 July 2016.He is also the Plantations Director of the KHB Group.
Family relationship with any director and/or major shareholder of the listed issuer	No
Any conflict of interests that he/she has with the listed issuer	No, other than Recurrent Related Party Transactions as approved KHB's Annual General Meeting held on 18 June 2019.
Details of any interest in the securities of the listed issuer or its subsidiaries	Yes

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2019	31 Dec 2018	31 Dec 2019	31 Dec 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	120,885	73,268	395,596	508,994
2	Profit/(loss) before tax	14,626	-30,459	-2,692	-37,439
3	Profit/(loss) for the period	11,756	-28,759	-2,552	-38,502
4	Profit/(loss) attributable to ordinary equity holders of the parent	11,729	-28,770	-659	-38,701
5	Basic earnings/(loss) per share (Subunit)	0.50	-1.24	-0.03	-1.66
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 ($$)	0.2600		0.2610

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2020

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2020	31 Mar 2019	31 Mar 2020	31 Mar 2019
		$$'000	$$'000	$$'000	$$'000

1	Revenue	94,274	104,491	94,274	104,491
2	Profit/(loss) before tax	3,802	-87	3,802	-87
3	Profit/(loss) for the period	2,515	559	2,515	559
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,472	537	2,472	537
5	Basic earnings/(loss) per share (Subunit)	0.11	0.02	0.11	0.02
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 ($$)	0.2610		0.2600

icy97

KRETAM HOLDINGS BERHAD

Date of change	15 Jul 2020
Name	MR TAN KUNG MING
Age	49
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Non Executive Director
New Position	Chairman
Directorate	Independent and Non Executive

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Professional Qualification	Accountancy	Malaysian Institute of Certified Public Accountants

Working experience and occupation

He began his accountancy career with a renowned audit firm in 1991 and later joined the commercial sector in 1996. He started his own public accounting practice in 2003 under the name of TKM & Co. after obtaining his practicing certificate.He was appointed to the Board of Kretam Holdings Berhad on 1 August 2008. He is also a member of the Audit Committee and Nomination Committee and is the Chairman of the Remuneration Committee.He also sits on the board of WMG Holdings Bhd.

Date of change	15 Jul 2020
Name	MR WONG LEN KEE
Age	71
Gender	Male
Nationality	Malaysia
Designation	Chairman
Directorate	Executive
Type of change	Resignation
Reason	To pursue own interest