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【SCIENTX 4731 交流专区】森德综合

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发表于 24-3-2017 04:38 AM | 显示全部楼层
本帖最后由 icy97 于 26-3-2017 06:31 AM 编辑

森德半年净利达标

2017年3月24日

分析:达证券
目标价:8.50令吉

最新进展:

森德(SCIENTX,4731,主板工业产品组)截至1月31日财年次季,营业额扬7.48%,报5亿8624万8000令吉,但净利几乎持平,报6519万2000令吉。

半年营业额增长2.27%,报11亿2093万2000令吉;净赚1亿1724万9000令吉,下滑6.56%,主因是制造业务贡献减少。

行家建议:

撇除特殊项目,森德上半年净利符合预期,因第二间双轴聚丙烯薄膜(BOPP)厂房,在去年12月启动,目前的35%使用率会继续攀升。

该公司持续提高营运效率、扩展工业包装业务至现有和新市场、扩大消费者包装业务产能,以及提升销售,整体上是乐观的。

首半年房地产业务营业额扬9%,至3亿2940万令吉,反映销售和建设进度稳定;我们认为,房地产具备弹性,尤其是可负担房屋业务。

值得注意的是,森德已在怡保美露(Meru)和佳邦(Klebang),推出潜在发展总值共7亿4500万令吉的房地产项目。



【e南洋】




扩充產能受看好 森德下半年盈利强劲
财经  2017年03月24日
http://www.orientaldaily.com.my/business/cj200018410
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发表于 29-3-2017 04:01 AM | 显示全部楼层
icy97 发表于 30-6-2015 03:31 AM
森德2.19 亿柔佛购地

财经新闻 财经  2015-06-30 07:58
(吉隆坡29日讯)森德(SCIENTX,4731,主板工业产品组)以2亿1900万令吉,收购柔佛新山面积达326英亩的土地。

子公司ScientexQuatari私人有限公司,今 ...

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")PROPOSED ACQUISITION BY SCIENTEX QUATARI SDN BHD ("SQSB" OR THE "PURCHASER"), A WHOLLY-OWNED SUBSIDIARY COMPANY OF SCIENTEX, OF THE LAND IN THE STATE OF JOHOR (326.06 ACRES) FOR A TOTAL PURCHASE CONSIDERATION OF RM218.97 MILLION ("PROPOSED ACQUISITION")
The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcements in relation to the Proposed Acquisition.

We refer to our earlier announcements dated 29 June 2015, 8 December 2015 and 8 January 2016.

On behalf of the Board of Directors of Scientex ("Board"), RHB Investment Bank Berhad ("RHBIB") wishes to inform that SQSB, a wholly-owned subsidiary company of Scientex, had vide an earlier announcement made on 29 June 2015, entered into two (2) conditional sale and purchase agreements in connection with the Proposed Acquisition with the following vendors:-

1. The conditional sale and purchase agreement ("SPA 1") entered into between SQSB as the purchaser and:-
    a. Bukit Gambir Company Sdn Berhad as the vendor, for the acquisition of five (5) parcels of freehold agriculture land (as comprised under the 7 Block Lots) and 369 Sub-Divided Lots, measuring in aggregate of approximately 249.015 acres; and
    b. Jayaplus Bakti Sdn Bhd as the vendor, for the acquisition of two (2) parcels of freehold agriculture land (as comprised under the 7 Block Lots), measuring of approximately 73.845 acres,

2. The conditional sale and purchase agreement ("SPA 2") entered into between SQSB as the purchaser and Bukit Gambir Company Sdn Berhad as the vendor for the acquisition of the Sub-Divided Block 17A, measuring approximately 3.20 acres, for a purchase consideration of RM2.23 million to be satisfied entirely via cash.

On 8 December 2015, RHBIB had, on behalf of the Board, announced that all the conditions precedent pursuant to the SPA 1 have been fulfilled. On 8 January 2016, RHBIB had, on behalf of the Board, announced that the remaining balance purchase consideration under the SPA 1 has been paid in full, hence marking the completion of the acquisition in connection with the SPA 1.

Subsequent to the above, and on behalf of the Board, RHBIB is pleased to announce all the conditions precedent pursuant to the SPA 2 have been fulfilled and that the remaining balance purchase consideration under the SPA 2 has been paid in full, hence marking the completion of the acquisition in connection with the SPA 2.

Both the abovementioned completion of the acquisitions in connection with the SPA 1 and SPA 2 consequently mark the completion of the Proposed Acquisition.

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发表于 30-4-2017 07:09 AM | 显示全部楼层
本帖最后由 icy97 于 3-5-2017 04:48 AM 编辑

森德私下配售10%

(吉隆坡27日讯)森德公司(SCIENTX,4731,主板工业产品组)建议进行私下配售新股计划,最高配售达扩大资本后的10%股权,预计最多筹措3亿6158万令吉,作为拓展业务及营运开销之用。

森德公司发文告指出,预计私下配售最高达4635万5800股新普通股,或占扩大资本后的10%股权。

假设配售参考价为7令吉80仙,可筹获3亿6158万令吉,当中1亿8000万令吉将作为产业发展及扩展地库之用,1亿令吉为制造业的营运开销及剩余作为拓展制造业务之用。

一旦上述活动完成,该公司的股本将扩大至5亿9335万4240令吉,缴足资本则增加至5亿零991万3800股。

文章来源:
星洲日报/财经‧2017.04.28

Type
Announcement
Subject
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING
Description
SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")PROPOSED PRIVATE PLACEMENT OF UP TO 10% OF THE TOTAL NUMBER OF ISSUED SHARES OF SCIENTEX (EXCLUDING TREASURY SHARES) ("PROPOSED PRIVATE PLACEMENT")
On behalf of the Board of Directors of Scientex ("Board"), RHB Investment Bank Berhad ("RHBIB") wishes to announce that the Company proposes to undertake a private placement of up to 10% of the total number of issued shares of Scientex (excluding treasury shares) to third party investors to be identified later.
Further details of the Proposed Private Placement are set out in the attachment enclosed.

This announcement is dated 27 April 2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5409837

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发表于 19-5-2017 02:45 AM | 显示全部楼层
本帖最后由 icy97 于 21-5-2017 05:37 PM 编辑

超购逾2倍
森德私配筹1.6亿

2017年5月18日
(吉隆坡17日讯)包装与产业发展公司森德(SCIENTX,4731,主板工业产品股)指出,已完成私下配售计划,并筹得1亿5600万令吉。

该私下配售共发售2000万新股,每股发售价7.80令吉。

根据文告,私下配售获得超过两倍的超额认购,吸引的买家包括长期机构投资者、退休基金、保险公司及银行机构。

配售规模相等于公司原有股票数额4亿6360万股的4.3%,因此,在配售完成后,股票数额将增加至4亿8360万股。

所筹得的资金,将用作营运资本以及扩充制造业和房产业务。

森德董事经理林炳仁指出:“虽然环球经济低迷,但我们对未来的增长步伐有信心,因为我们致力成为高效率的业者。”

筹资计划获得大部分基金支持,显示对集团稳健增长的能力深具信心。

此外,配售活动也让公司的负债率,由0.40倍降至0.25倍,处于管理层0.50倍以下舒适水平。

林炳仁也强调,由于旗下聚丙烯(CPP)与拉伸聚丙烯(BOPP)产品销量出现上涨趋势,因此,筹资活动来得正合时宜。

同时,美国亚利桑那新的拉伸膜制造厂进展良好,估计今年杪将完成安装两条生产线。

“加上产业业务可负担房产的销售理想,我们对未来的增长有信心。”【e南洋】

SCIENTEX BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?
No
Types of corporate proposal
Private Placement
Details of corporate proposal
Private placement of up to 10% of the total number of issued shares of Scientex Berhad (excluding treasury shares)
No. of shares issued under this corporate proposal
20,000,000
Issue price per share ($$)
Malaysian Ringgit (MYR)   7.8000
Par Value($$) (if applicable)

Latest issued share capital after the above corporate proposal in the following
Units
483,558,000
Issued Share Capital ($$)
Malaysian Ringgit (MYR) 427,080,027.000
Listing Date
17 May 2017

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发表于 22-6-2017 02:19 AM | 显示全部楼层
本帖最后由 icy97 于 23-6-2017 06:31 AM 编辑

森德第三季净利增8.6% 派息6仙
Surin Murugiah/theedgemarkets.com
June 20, 2017 16:54 pm MYT

(吉隆坡20日讯)森德(Scientex Bhd)截至2017年4月30日止的财政年第三季净利年增8.6%至6650万令吉,同期净赚6126万令吉,归因于制造业务出口走挺,以及正在施工的发展项目工程进度账项(progress billings)走高。

根据森德今日向大马交易所发布的文告,该集团的每股盈利也从上财年同季的13.43仙,增加至14.34仙。

第三季营业额也按年走高17%至6亿3615万令吉,同期报5亿4390万令吉。

与此同时,森德宣布,2017财年将派发每股6仙的中期股息,除权日(ex-date)落在7月5日,派息日则定在7月21日。

该集团料将派发2900万令吉的股息,或相等于2017财年首9个月净利的15.8%。

总结2017财年首9个月的业绩表现,森德净利萎缩至1亿8395万令吉,或每股39.77仙,相比同期的1亿8673万令吉,或每股41.2仙。

然而,累计3季营业额却扩增至17亿6000万令吉,同期报16亿4000万令吉。

森德董事经理林炳仁在今日的文告中指出,该集团的消费者包装业务在出口客户采用产品的推动下而有所增长,特别是流延聚丙烯(cast-polypropylene)和双向拉伸聚丙烯薄膜(BOPP)。

与此同时,他表示,怡保消费者包装厂正不断扩大,预计在2017年8月完成扩展计划,每年产能届时将翻倍至2万4000公吨。

“产能届时将扩增,尤其是型灌装封口包装袋(form-fill-seal)、卫生袋和标签薄膜的产能,相信将推动我们的消费者包装业务进一步增长。”

“此外,我们位于美国亚利桑那州(Arizona)的拉伸薄膜厂装修工程进展良好。我们也收购5台拉伸薄膜复卷机,预计在2017年10月开始投产,以及在2017年12月和2018年初安装两条流延薄膜(cast film)生产线。”

此外,林炳仁表示,森德的产业发展业务料将继续录得令人称羡的销售表现,截至2017财年第三季正在施工的项目平均认购率超过75%。

他指出,森德将继续着重于为公众提供价格合理和优质的房屋。

展望未来,林炳仁表示,森德将于2017年底前完成消费者包装业务的扩展计划,该集团短期内将专注于优化产能。

“同时,我们也将继续补充地库,我们近期也收购了位于马六甲面积197.4英亩的地段。我们也预计,将在2017年下半年完成收购坐落于柔佛士乃的另一幅地皮,该地皮占地121.2英亩。”

(编译:倪嫣鴽)

SUMMARY OF KEY FINANCIAL INFORMATION
30 Apr 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Apr 2017
30 Apr 2016
30 Apr 2017
30 Apr 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
636,154
543,896
1,757,086
1,639,923
2Profit/(loss) before tax
85,440
75,791
233,685
236,424
3Profit/(loss) for the period
67,421
62,631
186,727
192,036
4Profit/(loss) attributable to ordinary equity holders of the parent
66,497
61,255
183,746
186,730
5Basic earnings/(loss) per share (Subunit)
14.34
13.43
39.77
41.20
6Proposed/Declared dividend per share (Subunit)
6.00
6.00
6.00
6.00


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 ($$)
2.8900
2.5500

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发表于 22-6-2017 02:20 AM | 显示全部楼层
EX-date
05 Jul 2017
Entitlement date
07 Jul 2017
Entitlement time
05:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Single Tier Interim Dividend of 6 sen per share
Period of interest payment
to
Financial Year End
31 Jul 2017
Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaSelangor Darul EhsanHelpdesk: 03-78490777
Payment date
21 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
07 Jul 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
05 Jul 2017
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)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.06

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发表于 23-6-2017 01:06 AM | 显示全部楼层
森德
今明年财测下修


2017年6月22日

分析:肯纳格投行
目标价:8.15令吉

最新进展

森德(SCIENTX,4731,主板工业产品股)截至4月底第三季,净利上涨8.6%至6649万7000令吉,或每股14.34仙,并宣布派发每股6仙单层中期股息。  

营业额则涨17%,录得6亿3615万令吉,创下有史以来最高单季营业额水平。

首9个月净利按年略跌1.6%至1亿8375万令吉,或每股39.77仙;而营业额则扬升7.1%至17亿5709万令吉。

行家建议

森德累计9个月核心净利,低于我们的预期,仅占全年预测的63%。

另外,预计在今明财年,森德的消费者包装厂年产能将提高至介于30万4000至34万公吨,销售量也应该按年扬16%至27%。

相信该公司今明财年的资本开销,将介于2亿6000万至1亿4000万令吉。

由于早前对新厂房的使用率过度乐观,目前我们把2017至2018财年的厂房使用率预测,降低至45%和65%。此外,我们也微减制造业务的赚幅预测,因为管理层注重降价渗透策略。

我们顺应将今明财年的盈利预测,分别下修9%及4%,至2亿6600万令吉和3亿3300万令吉。

调整盈利预测后,仍维持“跟随大市”评级,但下调目标价至8.15令吉。



【e南洋】
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发表于 10-8-2017 02:48 AM | 显示全部楼层
本帖最后由 icy97 于 10-8-2017 06:25 AM 编辑

8538万购鹅麦永久地
森德进军巴生谷房市


2017年8月9日
(吉隆坡9日讯)森德(SCIENTX,4731,主板工业产品股)建议以8537万9337令吉,收购位于鹅麦县面积约26.44公顷的所有永久土地,首次进军巴生谷房市。

森德今日向交易所报备,独资子公司Scientex Park(马)私人有限公司,已与Medius发展私人有限公司签署买卖协议,建议发展成综合产业项目。

然而,由于仍处于初步阶段,暂未能确定相关发展的发展总值、发展成本、预计施工和竣工时间,以及获得盈利。

如无意外,预计明年上半年完成收购。

森德指出,8537万9337令吉的收购价,相等于每平方尺30令吉,并将通过内部融资和向银行贷款完成收购。

毗邻万绕商圈

该土地距离万绕收费站和万绕市中心,仅约2公里和5公里,同时毗邻万绕永旺商场、万挠专科医院,以及Anggun City商业中心。

此外,交通便捷,衔接多条大道如南北大大道、新巴生河流域大道(NKVE)、牙直利大道和瓜雪大道(LATAR)。

森德董事经理林炳仁在文告中指出,森德自1995年起,已成为南马可负担房屋首屈一指的领先发展商,迄今已交付超过1万4000间房屋。

这是森德首次进军巴生谷房地产市场,林炳仁说:“这为我们的企业历史打开新章程,及让我们有机会提出高效的房地产发展模式。”

“我们有信心,可继续交付经济实惠、高品质的房屋,尤其是在高价位置业的区域。”

他指出,完成收购后,森德的总地库将提升至2700英亩,可忙碌10至15年。

10年内推90亿项目

目前,森德正在进行发展总值共达15亿令吉的房地产项目,涵盖柔佛的6个城镇,包括巴西古当、古来、士古来、士乃、蒲莱,以及马六甲。

林炳仁指出,该公司从1995年起,交付超过30亿令吉的房产,接下来10年,将陆续推出发展总值共约90亿令吉的项目。

森德在截至4月杪第三季,首9个月的房地产发展业务贡献总营业额29.7%或5亿2270万令吉,比去年同期增长12.9%。

“森德专注于发展可负担房屋和城镇,让公司在未来数年处于有利位置。”

“森德的财务状况处于健康水平,净负债低于0.4倍,让我们得以继续增加地库,以支撑目前正在进行的发展项目。”【e南洋】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
PROPOSED ACQUISITION OF ALL THAT PIECE OF FREEHOLD LAND HELD UNDER GERAN 315412, LOT 12165 IN MUKIM RAWANG, DAERAH GOMBAK, NEGERI SELANGOR MEASURING APPROXIMATELY 26.44 HECTARES BY SCIENTEX PARK (M) SDN BHD
The Board of Directors of Scientex Berhad ("Scientex") wishes to announce that Scientex Park (M) Sdn Bhd (Company No. 265710-D), a wholly-owned subsidiary of Scientex, has on 9 August 2017 entered into a Sale and Purchase Agreement with Medius Developments Sdn Bhd (Company No. 190397-H) for the proposed acquisition of all that piece of freehold land held under Geran 315412, Lot 12165 in Mukim Rawang, Daerah Gombak, Negeri Selangor, measuring approximately 26.44 hectares (hereinafter referred to as "Land") for a total cash consideration of Ringgit Malaysia Eighty Five Million Three Hundred Seventy Nine Thousand Three Hundred and Thirty Seven (RM85,379,337.00) only ("Proposed Acquisition").

For further details of the Proposed Acquisition, please refer to the attachment.

This announcement is dated 9th day of August 2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5510213

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发表于 14-8-2017 11:42 PM | 显示全部楼层
icy97 发表于 30-12-2016 06:46 AM
森德斥1.2亿向南益树胶购柔佛地
By Anette Appaduray / theedgemarkets.com   | December 28, 2016 : 7:43 PM MYT

(吉隆坡28日讯)森德(Scientex Bhd)正以1亿2364万令吉现金,向新加坡南益树胶公司(Lee Rubb ...

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
PROPOSED ACQUISITION OF TWO (2) PARCELS OF LAND HELD UNDER HS(D) 54426 PTD 104532 AND GRN 429849 LOT 48172, BOTH SITUATE IN MUKIM OF KULAI, DISTRICT OF KULAI, STATE OF JOHOR BY SCIENTEX QUATARI SDN BHD
Reference is made to the announcement by Scientex Berhad ("Scientex") on 28 December 2016 in relation to the above matter ("Announcement dated 28 December 2016").

Unless otherwise stated, defined terms used in this announcement shall carry the same meanings as defined in the Announcement dated 28 December 2016.

The Board of Directors of Scientex wishes to announce that the Condition Precedent set out in the SPA has been fulfilled and full payment of the Balance Purchase Price and other money payable under the SPA has been made to the Vendor, marking the completion of the Proposed Acquisition.

This announcement is dated 14 August 2017.

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发表于 20-9-2017 04:09 AM | 显示全部楼层
本帖最后由 icy97 于 20-9-2017 05:30 AM 编辑

派息10仙
森德末季赚7213万


2017年9月20日
(吉隆坡19日讯)森德(SCIENTX,4731,主板工业产品股)截至7月杪末季,净利按年攀升33.2%至7212万7000令吉,或每股15.02仙,并建议派息10仙。

该公司今日向交易所报备,营业额按年走高15.2%,报6亿4606万5000令吉,归功于制造和产业发展业务贡献强劲。

消费者和工业包装产品,推动制造业务营业额按年增16.8%,录得4亿3530万令吉。

产业发展业务营业额,则按年涨11.9%至1亿8840万令吉,原因是认购率良好和工程进度款强劲。

明年推8亿产业

全年而言,净利按年增6.2%至2亿5590万令吉;营业额按年扬9.2%至240亿令吉。

展望未来,董事经理林炳仁认为,在截至7月杪2018财年,制造和产业发展业务将持续增长。

“我们成功营销消费者包装新产品,譬如双轴拉伸聚丙烯(BOPP)和流延聚丙烯(CPP)薄膜。当我们提高产量来迎合需求时,将加快制造业务的增长。”

至于产业发展业务,该公司会持续在可负担房屋领域寻找新商机,计划在2018财年推介约8亿令吉新项目。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION
31 Jul 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Jul 2017
31 Jul 2016
31 Jul 2017
31 Jul 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
646,065
561,057
2,403,151
2,200,980
2Profit/(loss) before tax
84,283
69,908
317,968
306,332
3Profit/(loss) for the period
73,214
54,531
259,941
246,567
4Profit/(loss) attributable to ordinary equity holders of the parent
72,127
54,135
255,873
240,865
5Basic earnings/(loss) per share (Subunit)
15.02
11.77
54.83
52.94
6Proposed/Declared dividend per share (Subunit)
10.00
10.00
16.00
16.00


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 ($$)
3.1800
2.5500

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发表于 20-9-2017 04:10 AM | 显示全部楼层


Type
Announcement
Subject
OTHERS
Description
PROPOSED SINGLE TIER FINAL DIVIDEND
The Board of Directors (“the Board”) of Scientex Berhad (“the Company”) is pleased to recommend a single tier final dividend of 10 sen per ordinary share for the financial year ended 31 July 2017, subject to the shareholders’ approval at the forthcoming Forty-Ninth Annual General Meeting of the Company. The dividend entitlement and payment date shall be determined and announced later by the Board.

This announcement is dated 19th day of September 2017.

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发表于 21-9-2017 04:54 AM | 显示全部楼层
本帖最后由 icy97 于 21-9-2017 05:23 AM 编辑

森德
增产有利长线


2017年9月21日

分析:达证券
目标价:9.38令吉

最新进展:

森德(SCIENTX,4731,主板工业产品股)截至7月杪末季,净利按年提高33.2%至7212万7000令吉,或每股15.02仙,并建议派息10仙。

末季营业额按年走高15.2%,报6亿4606万5000令吉,因为制造和产业发展业务贡献强劲。

累计全年,净利按年涨6.2%至2亿5590万令吉;同期营业额则按年增加9.2%,至240亿令吉。  

行家建议:

森德2017财年的净利,符合我们的全年预测的99%;但只达市场预测的92%。

纳入2017财年的业绩及调整盈利组合后,我们也稍微调高该公司2018及2019财年的净利预测,涨幅分别为1.6%及1.7%。

预计该公司的怡保聚乙烯(PE)膜厂房扩充计划,将在今年12月完成。

届时,该厂房年产能将翻倍,至2万4000公吨。

再加上万挠厂房,森德在2018财年PE膜年产能,将提高至8万4000公吨。

基于公司管理层持续提高产能以改善效率,因此长期来看,预计赚幅将恢复正常。

我们把森德的目标价,从9.28令吉提高至9.38令吉。不过,相信目前股价合理,所以维持“守住”评级。



【e南洋】



巩固盈利.森德专注改善产能


(吉隆坡20日讯)森德公司(SCIENTX,4731,主板工业产品组)2017财政年净利按年起9.6%,至2亿5280万令吉,分析员预期紧随近几年凌厉扩张产能与挹注资本开销,未来将专注改善产能使用效益巩固盈利。

达证券认为,制造业务仍然是核心业务,产业发展将是其稳注盈利波动之锚锭,尽管产业占此财政年营运盈利之70%,预期制造业产能使用改善,产业在今后3年营运盈利比重可能跌至50至60%之间。

达证券指出,森德的核心业务紧系塑胶包装,管理层新财政年首季购买万挠地段后,目前无计划吸购更多地段。

达证券调高2018与2019财政年财测1.6%与1.7%。预期怡保PE膜扩展于今年杪完成,年产能扩展一倍至2万4000公吨,这加上万挠PE厂房,可使这个财政年产能增长至8万4000公吨。

肯纳格研究也说,上述消费包括年杪完成后,2019财政年将专注于扩展美国工业包装,预期2018财政年杪(同年7月)产能何增至34万公吨(按年增长12.0%),2018与2019财政年产能使用率提高至70%与85%之间。

肯纳格预期2018与2019财政年资本开销达1亿4000万与1亿令吉之间,维持两财政年财测3亿4700万令吉与3亿6100万令吉。

肯纳格认为2019财政增长主要是因产能使用达到70至85%之间,另有稳定的产业业务盈利烘托。

2017财政年在怡保首推可负担房产,总共推展16项产业计划,5亿令吉未进账销售可持续2至3年,新财政年将推展8亿至10亿房产计划。



文章来源:
星洲日报‧财经‧报道:张启华‧2017.09.20
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发表于 4-10-2017 04:03 AM | 显示全部楼层
Type
Announcement
Subject
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
OTHER ISSUE OF SECURITIES
Description
SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")PROPOSED ESTABLISHMENT OF A DIVIDEND REINVESTMENT PLAN THAT PROVIDES THE SHAREHOLDERS OF SCIENTEX WITH AN OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES IN SCIENTEX ("PROPOSED DRP")
On behalf of the Board of Directors of Scientex, UOB Kay Hian Securities (M) Sdn Bhd is pleased to announce that the Company is proposing to establish a dividend reinvestment plan that provides shareholders of Scientex with an option to elect to reinvest their cash dividend declared by Scientex (whether interim, final, special or any other cash dividend) in new ordinary shares in Scientex.

Details of the Proposed DRP are set out in the attachment enclosed.

This announcement is dated 3 October 2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5562437

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发表于 25-11-2017 06:52 AM | 显示全部楼层
icy97 发表于 10-8-2017 02:48 AM
8538万购鹅麦永久地
森德进军巴生谷房市

2017年8月9日
(吉隆坡9日讯)森德(SCIENTX,4731,主板工业产品股)建议以8537万9337令吉,收购位于鹅麦县面积约26.44公顷的所有永久土地,首次进军巴生谷房市。

...

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
PROPOSED ACQUISITION OF ALL THAT PIECE OF FREEHOLD LAND HELD UNDER GERAN 315412, LOT 12165 IN MUKIM RAWANG, DAERAH GOMBAK, NEGERI SELANGOR MEASURING APPROXIMATELY 26.44 HECTARES BY SCIENTEX PARK (M) SDN BHD ("PROPOSED ACQUISITION")
The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcements in relation to the Proposed Acquisition.

We refer to our earlier announcements dated 9 August 2017 and 24 October 2017 in relation to the Proposed Acquisition.

The Board of Directors of Scientex Berhad wishes to announce that the full payment of the Balance Sum has been made to the Vendor on 22 November 2017, marking the completion of the Proposed Acquisition.

This announcement is dated 22 November 2017.

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发表于 8-12-2017 03:24 AM | 显示全部楼层
Date of change
30 Nov 2017
Name
MISS TAN HONG KOON
Age
39
Gender
Female
Nationality
Malaysia
Type of change
Resignation
Designation
Others
Reason
Personal Reason
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
1) Bachelor Degree in Accounting & Finance, from University of Melbourne 2) Chartered Accountants Australia and New Zealand, Member
Working experience and occupation
Ms Tan has more than a decade of local and international experience in the field of auditing and accounting. She joined Scientex Berhad in 2003 and was appointed as Group Financial Controller of Scientex Berhad on 20 October 2014.
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct Interest : 180,000 shares in Scientex BerhadDeemed Interest : Nil


Remarks :
Ms Tan Hong Koon resigned as Group Financial Controller with effect from 30 November 2017.


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发表于 8-12-2017 03:48 AM | 显示全部楼层
Date of change
30 Nov 2017
Name
MR CHOO SENG HONG
Age
49
Gender
Male
Nationality
Malaysia
Type of change
Others
Designation
Executive Director
Description
Mr Choo Seng Hong will assume the roles and responsibilities for the management of the financial affairs of Scientex Group with effect from 30 November 2017.
Qualifications
1) Bachelor of Accountancy from Universiti Putra Malaysia 2) Member of the Malaysian Institute of Accountants
Working experience and occupation
Prior to joining Scientex in 1997, Mr Choo Seng Hong has various audit experience in the fields of banking, oil and gas, and manufacturing. He was appointed as the Executive Director of Scientex Group's manufacturing business on 1 March 2003 and presently, is the Head of Manufacturing Division of the Group.
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct Interest : 1,142,000 shares in Scientex Berhad Deemed Interest : Nil


Remarks :
Mr Choo Seng Hong is currently the Executive Director of the Group's Manufacturing Division. He will assume the roles and responsibilities of the person primarily responsible for the management of the financial affairs of Scientex Group.

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发表于 15-12-2017 03:16 AM | 显示全部楼层
Type
Announcement
Subject
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
OTHER ISSUE OF SECURITIES
Description
SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")DIVIDEND REINVESTMENT PLAN THAT PROVIDES THE SHAREHOLDERS OF SCIENTEX WITH AN OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES IN SCIENTEX ("DRP")
The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcements in relation to the DRP.

We refer to our earlier announcements dated 3 October 2017, 16 October 2017 and 20 October 2017 in relation to the DRP.

On behalf of the Board of Directors of Scientex, UOB Kay Hian Securities (M) Sdn Bhd wishes to announce the following:-
  • that the DRP is applicable to the entire single tier final dividend of RM0.10 per ordinary share in Scientex ("Scientex Share") for the financial year ended 31 July 2017 ("FYE 2017 Final Dividend") ("First DRP"). The FYE 2017 Final Dividend has been approved by the shareholders of Scientex at the Forty-Ninth Annual General Meeting of the Company held on 6 December 2017;
  • that the issue price of the new Scientex Shares to be issued pursuant to the First DRP has been fixed today ("Price-Fixing Date") at RM7.80 per new Scientex Share. The said issue price is based on the 5-day volume weighted average market price of RM8.60 per Scientex Share up to and including 5 December 2017 (being the last trading day prior to the Price-Fixing Date), after deducting the FYE 2017 Final Dividend and thereafter applying a discount of approximately 8.24%; and
  • that the entitlement date for the FYE 2017 Final Dividend and the First DRP has been fixed on 28 December 2017.

A copy of the DRP Statement and Notice of Election (including the Dividend Reinvestment Form) will be despatched to the entitled shareholders of Scientex in due course.

This announcement is dated 6 December 2017.
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发表于 15-12-2017 03:17 AM | 显示全部楼层
本帖最后由 icy97 于 17-12-2017 02:21 AM 编辑

产能扩张.房产强劲.森德首季净利扬39%
http://www.sinchew.com.my/node/1708223/

(西港6日讯)包装产能扩张近倍和可负担房屋作双位数强劲贡献,森德公司(SCIENTX,4731,主板工业产品组)截至2017年10月31日首季,净利飙39.1%,由5205万7000令吉涨至7240万2000令吉,写下自上世纪90年代上市以来最佳一季业绩。

该公司营业额扩张23.2%至6亿5868万2000令吉,主要受软性包装高出口乃至可负担房屋作出积极贡献。

两大核心业务中,软性包装制造业营收增长23.6%至4亿6910万令吉,房产营收扬22.3%至1亿8900万令吉。

森德自2014年的5亿令吉产能扩张将近完成,成功把产能由18万4000公吨扩张近倍至34万4000公吨。

森德董事经理林炳仁披露,美国阿利桑那拉伸膜的制造设施2018年1月开始投产,最高年产能达3万公吨。

他预期在产能扩张、更大客户基础下,2018年7月31日截止财政年可捎来更强劲业绩表现。

他指出,美国的拉伸膜设施为其业务掀开新一页,美国西部物流发达、且有很多原料供应商与客源,料可从这项扩张受惠。

他也指出,这个财政年将推出更多可负担房产,预期可超出上个财政年推出的6亿2000万令吉房产。他表示,可负担房产需求仍具韧力,预期可获令人满意的销售表现。

谈到美国的扩张计划,执行董事郑秀仙在股东大会后补充,美国的拉伸膜具有100万公吨的庞大市场,在美国设厂是利于服务客户、方便取得塑胶原料,并且更便于扩张市场。

美设厂专攻拉伸膜市场

公司是投资2500万美元(1亿1100万令吉),在美国设厂专攻拉伸膜市场。

她说,公司将先开两条生产线,目前是全球顶尖拉伸膜制造商的森德公司,在美国市场相对小,正准备在美立定脚跟扩张市场。

她指出,美国厂房由总经理负责管理,将强化美国销售与设法攫取市场,预期2019财政年全面贡献。

她指出,特朗普税改亦可能减低企业税,若税改落实也将使公司受惠。

她说,除了美国市场,该公司专注人口稠密的印尼、菲律宾、泰国、越南、日、韩等市场。

谈到产业发展,她说,刚在士乃与万挠收购地段,未来会看地价与地点,以决定是否再收购地段。

她说,万挠是以8000多万令吉收购,万挠地库预料可释放10亿令吉的可负担房产发展值。

派息10仙

今日股东大会上,亦核准派发10仙终期股息,本月26日除权,1月26日享有。这使2017财政年总共达16仙,或占净利的30.2%或派发7740万令吉。森德秉承30%派息政策。

股东特大上,股东核准股息再投资(DRP)计划,股东可自行决定是否把股息再投资予以折价发出的新股。

文章来源:
星洲日报‧财经‧2017.12.07

SUMMARY OF KEY FINANCIAL INFORMATION
31 Oct 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Oct 2017
31 Oct 2016
31 Oct 2017
31 Oct 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
658,682
534,684
658,682
534,684
2Profit/(loss) before tax
92,566
66,413
92,566
66,413
3Profit/(loss) for the period
73,395
52,987
73,395
52,987
4Profit/(loss) attributable to ordinary equity holders of the parent
72,402
52,057
72,402
52,057
5Basic earnings/(loss) per share (Subunit)
14.97
11.32
14.97
11.32
6Proposed/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 ($$)
3.3200
3.1800

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发表于 15-12-2017 03:18 AM | 显示全部楼层
EX-date
26 Dec 2017
Entitlement date
28 Dec 2017
Entitlement time
05:00 PM
Entitlement subject
Final Dividend (with Dividend Re-Investment Plan)
Entitlement description
Single tier final dividend of 10 sen per ordinary share
Period of interest payment
to
Financial Year End
31 Jul 2017
Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel:03-78490777Fax:03-78418151/52
Payment date
26 Jan 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
28 Dec 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
26 Dec 2017
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)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.1

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发表于 17-12-2017 03:48 AM | 显示全部楼层
本帖最后由 icy97 于 17-12-2017 04:13 AM 编辑

森德业绩符预期 財测上调评级维持

財经 最后更新 2017年12月7日
(吉隆坡7日讯)森德公司(SCIENTX,4731,主板工业股)2018年首季(截至10月31日止)业绩符预期,有分析员上修该公司財测,不过维持该股的投资评级和目標价。

森德公司2018財政年首季净利按年增长39.08%,至7240万令吉;营业额也上涨23.19%,至6亿5868万令吉。製造业务和房產业务双双取得成长,是营业额和净利皆上扬的主要原因。

达证券和肯纳格投行分析员皆认为,森德公司的首季业绩符合预期,分別佔他们全年预期的22%和20%。

达证券分析员因而將2018和2019財政年盈利预测,分別上调4.1%和2%;但肯纳格研究分析员则维持该公司2018和2019財政年的核心净利预测在3亿4730万令吉和3亿6080万令吉。

今年杪,森德公司的聚乙烯年產能料將提高至8万4000公吨。明年首季,该公司在美国亚利桑那州的新拉伸膜製造厂也將开始投產,年產量达2万4000公吨。

2018財政年,製造业务的年產能將按年增加12%,至34万公吨。

肯纳格研究分析员相信,该公司2018財政年的成长將由製造產能增加所支撑。

至于2019財政年,他预料该公司不会再大举扩產,因此相信该公司的成长主要是由產能使用率提高所推动。

分析员预测,2018和2019財政年的產能使用率將分別达到70%和85%。2018和2019財政年,森德公司將分別拨出约1亿4000万令吉和1亿令吉作为资本支出。

房產业务方面,分析员称,该公司將继续专注于可负担房屋。

接下来,该公司將推出的项目,包括佔地194.7英亩的马六甲Durian Tunggal项目以及位于万挠65.3英亩地皮的发展项目,发展总值近10亿令吉。

肯纳格研究分析员相信,该公司的房產业务可取得稳定的盈利。

达证券分析员维持该股「守住」评级和9.38令吉的目標价,肯纳格研究分析员则维持该股「与大市同步」评级和8.43令吉的目標价。【东方网财经】
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