【HEIM 3255 交流专区】（前名 GAB）

美丽新世界

原帖由 siokae0422 于 3-6-2008 00:54 发表
但是马来人好像不喝酒的，
所以没有了马来人的市场了

呵呵，马来人可以喝malta,如果他愿意的话

peh1696

原帖由 弹煮 于 3-6-2008 11:18 AM 发表

多谢你的意见。
请问您看到“发展的空间”在哪里？
谢谢。

弹煮, 我post 在 JTI 交流专区

loong81

黑狗真的很稳。很稳。。真的。。

chwong

各位大大，你们对工业天然气起138％有什么看法？GAB好象有用天然气的。

弹煮

Date interest acquired & no of securities acquired
Date interest acquired	:	30/05/2008
No of securities	:	15,408,500
Circumstances by reason of which Securities Holder has interest	:	An investment position taken in connection with the following subsidiaries of Aberdeen Asset Management PLC's ordinary business in fund management:- 1. Aberdeen Asset Management Asia Limited 2. Aberdeen Asset Managers Limited 3. Aberdeen Asset Management Sdn Bhd 4. Aberdeen International Fund Managers Limited 5. Aberdeen Private Wealth Management Limited
Nature of interest	:	Direct interest.
Price Transacted (RM)	:
Total no of securities after change
Direct (units)	:	15,408,500
Direct (%)	:	5.1004
Indirect/deemed interest (units)	:
Indirect/deemed interest (%)	:
Date of notice	:	02/06/2008
Remarks
Aberdeen Asset Management PLC has been given proxy voting rights for 15,408,500 stock units out of the aggregate 18,379,200 stock units held by its subsidiaries in Guinness Anchor Berhad. The notice was received by Guinness Anchor Berhad on 12 June 2008.

弹煮

Carlsberg and Guinness-Anchor are at war with a private company that has a monopoly
on security-labelling alcohol to help cut smuggling. And the federal government is stuck in
the middle.

• Carlsberg and Guinness-Anchor have refused to play ball with the company Kod Efisien
since 2003 when it was given the concession to security-label locally produced beer and
cigarettes to stem smuggling fuelled by high excise duties.
• In public, the beer companies maintain that they 'are still in negotiations' with the
government. But industry officials say privately that both companies would consider
taking the dispute to court if push came to shove. (SBT)

nakkata

（吉隆坡16日讯）健力士英格（GUINESS，3255，主板消费）净利成长率料可达致9%，加上高股息，业务前景依然获看好。

亚欧美证券研究主管邱武益在分析报告中指出，预计健力士英格08财年可取得税前盈利增长1500万令吉。

随着健力士英格旗下啤酒品牌Heineken及Tiger销售表现不俗，预计前者今年可取得1%市占率及销售量增长8%。

股息诱人

“由于市场需求收缩，保守估计09财年收益或将下滑4%，成本也将随大势扬升，预计09财年成本上扬15%。”

该行预测，即将到来的财政预算中，料国产税调涨的幅度也不高，约介于10%至15%。”

亚欧美证券研究指出，尽管健力士英格拥大量现金，但自03财年派息率渐趋低。

不过，健力士英格9.5%的股息仍相当诱人，是国内高股息的饮食公司之一。该行给于“买进”投资评级，目标价为6.20令吉。

闭市时，健力士英格报5.15令吉，跌10仙，全日成交量为1万2100股。

chwong

原帖由 esj_joo 于 3-6-2008 12:42 AM 发表
想问下，GAB有没有寄折扣固本给股东?

The Company will send the discount voucher to u when the CNY.

弹煮

GAB DELIVERS HEALTHY RESULTS, BUT CAUTIOUS OF MARKET OUTLOOK FOR 09 Pre-tax profit of RM168.9 million Revenue and profit both increase by over 11%

Petaling Jaya, 29 August 2008 -- Guinness Anchor Berhad (GAB), the leading brewer of Tiger, Guinness and Heineken, today announced a healthy revenue of RM1,194.6 million and pre-tax profit of RM168.9 million for the year ended 30 June 2008. For the financial year under review, revenue improved by 11.4 per cent from RM1,072.1 million to RM 1,194.6 million, while pre-tax profit increased by 11 per cent or RM 16.7 million from RM152.2 million in the previous corresponding year to RM 168.9 million. In view of the Group’s performance, GAB is proposing to declare a final gross dividend of 31 sen per 50 sen stock unit (14 sen per 50 sen stock unit tax exempt and 17 sen gross per 50 sen stock unit less income tax at 25 per cent) for the financial year ended 30 June 2008. This brings the total nett dividends for the financial year under review to 36.37 sen per 50 sen stock unit, which represents a 3.5 sen increase from the preceding year. Commenting on the performance, Managing Director Charles Ireland said, “GAB’s performance for this financial year is attributed to our successful three-pronged strategy of investing in our people, brands and performance. We have revolutionised the way we do our business, consistently focusing on these three key areas and it has yielded results through our financial performance.” “On the people front, we continued to invest in training and development to further empower our employees, build their skills and competencies to give them the competitive edge. One of GAB’s core pillars of strength lies in our portfolio of international brands and we have thus substantially invested in our brands the last financial year to build brand equity and further strengthen their proposition to consumers.” “In the year just past, we took operational efficiency and organisational effectiveness to a new level. We launched a trade initiative and a transparent pricing system for customers. Both these initiatives had saved us close to 20,000 man-hours a month on administration and enabled us to empower our people, partners and retailers to further enhance performance. All of these factors combined to produce good results for the Company.” Excise Duty According to Charles Ireland, the Government’s move to not to impose a further increase in excise duty at Budget 09 is welcomed. “The market is just beginning to recover after the big increases in the past years. Our belief is that it should be at least another two to three years before it will be appropriate to consider an excise duty increase” The Way Forward ‘09 Moving forward, GAB is committed to managing its business diligently to deliver optimum returns for shareholders while operating within tight market constraints. “Our investments will be strategically managed and we will continue to be vigilant in a highly competitive environment. We will remain true to our strategy of focusing on our people, brands and performance as this approach has enabled us to deliver a healthy financial performance last year.” By making continued investments in these three areas, GAB is confident of sustaining the growth course to deliver healthy results for the forthcoming financial year ending 30 June 2009,” concluded Charles Ireland. About Guinness Anchor Berhad (GAB) GAB with its portfolio of iconic, international brands is the beer and stout market leader in Malaysia. GAB produces, markets and distributes: the world’s No 1 stout GUINNESS; Asia’s fastest growing beer TIGER; the world’s No 1 international premium beer HEINEKEN; the all-time favourite quality local brew ANCHOR SMOOTH and its strong beer variant ANCHOR STRONG; the premium, undisputed “Cream of Beers” KILKENNY; the real shandy ANGLIA; and the wholesome, premium quality non-alcoholic MALTA Listed on the Main Board of Bursa Malaysia, GAB evolved from the merger between Guinness Malaysia Bhd and Malayan Breweries (Malaya) Sdn Bhd, The company's principal shareholder is GAPL Pte Ltd based in Singapore.  GAPL Pte Ltd is a joint venture between Diageo PLC and Asia Pacific Breweries Ltd Guinness Anchor Marketing Sdn Bhd is a 100% owned subsidiary of GAB.

弹煮

peng01

26. dividen 那里
每 5毛 有14分 dividen 免税
每 5毛 有17分 dividen 扣税后 = 12.75 分
就是说每 5毛 会有 26.75 分的dividen 吗?
27/11/2008 之前买进都有份拿是吗?
如果股价 5.00 , 就会拿到  多少?

[ 本帖最后由 peng01 于 5-9-2008 12:56 AM 编辑 ]

弹煮

原帖由 peng01 于 5-9-2008 12:47 AM 发表
26. dividen 那里
每 5毛 有14分 dividen 免税
每 5毛 有17分 dividen 扣税后 = 12.75 分
就是说每 5毛 会有 26.75 分的dividen 吗?
27/11/2008 之前买进都有份拿是吗?
如果股价 5.00 , 就会拿到  多少?

五毛钱是par value来的。
真正的股息是31sen。

宇晴

我看中这只股了。
因为我有喝酒的。尤其是啤酒。
周遭的朋友也有喝酒。。。

买来长线投资

弹煮我很喜欢看你写东西滴
这个帖做得很好哦！

[ 本帖最后由 宇晴 于 5-9-2008 01:18 AM 编辑 ]

弹煮

原帖由 宇晴 于 5-9-2008 01:16 AM 发表
我看中这只股了。
因为我有喝酒的。尤其是啤酒。
周遭的朋友也有喝酒。。。

买来长线投资

弹煮我很喜欢看你写东西滴
这个帖做得很好哦！

多谢捧场～
偶只是copy&paste，简单工作罢了～ 谈不上什么分析

弹煮

原帖由 宇晴 于 5-9-2008 01:16 AM 发表
因为我有喝酒的。尤其是啤酒。
周遭的朋友也有喝酒。。。

请您适量的喝酒，保持清醒，千万不要drink&drive。
敢问您喝的酒是什么品牌的？

宇晴

原帖由 弹煮 于 5-9-2008 01:22 AM 发表

多谢捧场～
偶只是copy&paste，简单工作罢了～ 谈不上什么分析

copy&paste也是讲功夫的。
这里内功深厚的人很多，深藏不露的。。。你当然是其中一个女中豪杰

还有啊！你每次写的东西都让人会心一笑的。。。

嗯！这里是一片让我学习新东西的园地，我很珍惜

弹煮

原帖由 宇晴 于 5-9-2008 01:27 AM 发表


copy&paste也是讲功夫的。
这里内功深厚的人很多，深藏不露的。。。你当然是其中一个女中豪杰

还有啊！你每次写的东西都让人会心一笑的。。。

嗯！这里是一片让我学习新东西的园地，我很珍惜  ...

输钱豪杰我就直认不讳

宇晴

原帖由 弹煮 于 5-9-2008 01:23 AM 发表

请您适量的喝酒，保持清醒，千万不要drink&drive。
敢问您喝的酒是什么品牌的？

我大概10多岁就开始喜欢喝酒。
有交际应酬都会喝。。。嗯！酒量也越练越好。。。

我大概坐下来顺着喝，可以喝5-6瓶（玻璃瓶)吧！
但是。。。我不是酒鬼啦！

我最喜欢Anchor Smooth & Anchor Strong.

我在美国公司上班。
美国上司来大马巡视业务时，就有department dinner.
难免就是要喝酒应酬。。。那些美国佬，特别喜欢Tiger.

我知道喝酒伤身，而且酒后不宜驾车。
所以，我会尽量少喝啦！

弹煮

如果我跟你说，我滴酒不沾，你有什么想法？

宇晴

原帖由 弹煮 于 5-9-2008 01:50 AM 发表
如果我跟你说，我滴酒不沾，你有什么想法？

我的想法是：
好女子一个

照样可以买釀酒业的股票啦！

我刚刚买BJTOTO被人骂啰。
可能管理层真的很臭吧。。。

买GUINESS应该是OK呱！
我最熟悉的名字来的