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发表于 25-3-2015 10:07 PM
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楼主 |
发表于 25-3-2015 10:07 PM
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IPO中的人没放，已赚了4倍！！！
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发表于 25-3-2015 11:52 PM
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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。
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发表于 25-3-2015 11:55 PM
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就是ipo抽不到， 那時開市就去到兩塊多。。。好股不怕買
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楼主 |
发表于 26-3-2015 12:16 PM
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有眼光。。。。.gif)
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发表于 29-3-2015 06:35 PM
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想問Karex是不是又來派紅股啊 ? 又來2送1 .........???
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发表于 29-3-2015 07:54 PM
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发表于 1-4-2015 02:55 AM
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本帖最后由 icy97 于 1-4-2015 04:19 AM 编辑
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.
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发表于 2-4-2015 02:02 AM
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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】 |
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发表于 3-4-2015 02:53 AM
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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） |
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发表于 4-4-2015 12:05 AM
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本帖最后由 icy97 于 5-4-2015 01:04 AM 编辑
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.
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发表于 7-4-2015 01:51 AM
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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 |
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发表于 8-4-2015 01:10 AM
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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） |
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发表于 6-5-2015 03:48 AM
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| 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. |
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发表于 6-5-2015 11:40 PM
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发表于 7-5-2015 12:23 AM
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@icy97
你確定派兩次紅股嗎？看CHART不像LEH... |
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发表于 7-5-2015 01:00 AM
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謝謝～看到OSK的版本差太遠啦 
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发表于 30-5-2015 05:40 PM
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本帖最后由 icy97 于 30-5-2015 11:31 PM 编辑
康乐第3季净利涨32%
新闻 财经 2015-05-29 11:28
（吉隆坡28日讯）康乐（KAREX，5247，主板消费产品股）截至3月底第三季，净利达1520万9000令吉，大涨31.76%，上财年同期为1154万3000令吉。
该公司向马交所报备，第三季净利大涨，主要是受到赚幅提高、较有利的外汇走势和原料价格激励。
同时，该公司指出，营业额跌4.32%，报7139万5000令吉，上财年同期为7461万6000令吉。
该公司解释，第三季的营业额较低，是因为获得更高的商务订单，导致生产到交货需时更长。
累积首9个月，康乐净利达4258万8000令吉，涨幅高达90.3%；营业额则飙涨39.4%，录得2亿1852万6000令吉。
该公司说，保险套在全球仍然是需求强劲的必需品。随着人口增长，加上年轻人对于保险套的使用意识提高，展望未来，市场仍亮眼。
且该公司还会继续在强劲的需求下，获得新订单。【南洋网财经】
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2015 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2015 | 31 Mar 2014 | 31 Mar 2015 | 31 Mar 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 71,395 | 74,616 | 218,526 | 156,791 | | 2 | Profit/(loss) before tax | 17,302 | 13,460 | 53,080 | 27,943 | | 3 | Profit/(loss) for the period | 15,249 | 11,543 | 42,772 | 22,382 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 15,209 | 11,543 | 42,588 | 22,382 | | 5 | Basic earnings/(loss) per share (Subunit) | 2.45 | 1.90 | 6.96 | 5.50 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| 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 ($$) | 0.9300 | 0.5500
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发表于 15-6-2015 09:03 PM
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与欧零售连锁合作 康乐生产‘私人品牌’
二零一五年六月十五日 晚上七时二十二分
（吉隆坡15日讯）全世界最大保险套制造商康乐有限公司（KAREX，5247，消费产品组），放眼与欧元区当地已建立零售连锁，包括霸级市场、超级市场或药剂商合作，以它们各自的品牌生产保险套。
康乐首席执行员吴铭杰表示，该集团已经于4月4日设立跳板，透过康乐在香港子公司康乐环球有限公司，收购位于西班牙的空壳公司Powelton公司。
他补充：“随着这项收购，Powelton公司已易名为康乐欧洲私人有限公司，成为该集团的一个平台，以服务其于欧洲的市场据点。”
吴铭杰透露，康乐已经设立一个团队以探讨欧洲市场，它现正与数家公司洽商，以落实它们本身的‘私人品牌’。
“我们还没有鉴定任何目标。我们的欧洲团队正在与数名潜在业者谈商。”
欧元区自2009年以来陷入一场主权债务危机，但吴铭杰仍然看好，并表示该集团有信心它将从这个状况中受惠。
“是的，我们必须将从中受惠。随着欧元区金融危机，人民对产品的价格更加谨慎。之前人民都是‘以品牌为中心’，并且不会购买‘廉价’的商品。”
“因此，我们认为与当地著名品牌，如霸级市场连锁特易购和药剂商如屈臣氏或Guardian等联手，以在它们的品牌下推介保险套。”
吴铭杰称，欧洲是一个相当成熟市场，人民都已了解保险套的重要性。
他指出：“无论是有品牌或无品牌保险套，如果自产品牌可节省2或3元，他们将会选择。”
一旦证明成功，吴铭杰称，该集团将复制同样的商业模式到中东和非洲市场。
“非洲的需求稳定成长中，当地人民现在更加乐意花费，因当地对预防爱滋病的意识已经开始加强。”
制造保险套供应逾110个国家的康乐，看到其原厂品牌制造部门，或拥有本身品牌保险套，在截至2014年6月30日止财政年贡献了集团的8%收支，而其余92%则是来自其原厂设备制造部门。
原厂品牌制造的贡献增长，主要是包含了Global Protection机构的ONE品牌保险套，后者主要分销到美国。康乐是于2014年斥资660万美元购入Global Protection机构，成为旗下的55%子公司。
该集团放眼原厂品牌制造收益贡献将在2020年扩大到20%。
它所拥有的其他自产品牌还有Carex和Inno，康乐计划平衡在各个现有市场的据点，建立其本身品牌的长期持续能力。这项计划将让该集团于未来3年拨出至少1亿令吉以作为资本开销。
另外，康乐也探讨透过合并与收购形式，扩充其品牌据点，这将促使该集团入主拥有显著品牌或良好制造产能的公司。
吴铭杰透露：“我们正与数名业者商讨，以建立联营或合伙，但目前还没有任何定案。”【光华日报财经】 |
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发表于 28-7-2015 01:37 AM
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Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | Karex Berhad ("Karex" or "the Company") - Update status of Proposed Acquisition of Two pieces of Land located in Mukim Api-Api, District Pontian, Johor by Karex Industries Sdn Bhd for a total cash consideration of RM14,800,000.00 (Proposed Acquisition). | We refer to the Company's announcements dated 31 March 2015 and 2 April 2015 in relation to the Proposed Acquisition of Two (2) pieces of Land located in Mukim Api-Api, District Pontian, Johor by Karex Industries Sdn Bhd, a wholly-owned subsidiary of Karex for a total cash consideration of RM14,800,000.00 ("Announcements"). Unless otherwise stated, the abbreviations used in this announcement shall have the same meanings as defined in the Announcements.
The Board of Directors of Karex wishes to announce that the Proposed Acquisition has been completed today.
This announcement is dated 27 July 2015. |
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