【LAYHONG 9385 交流专区】丽鸿

icy97

丽鸿末季赚559万

2017年5月31日
（吉隆坡30日讯）综合畜牧业务提升，让丽鸿（LAYHONG，9385，主板消费产品股）截至3月杪的2017财年末季优于2016财年同期，净利558万7000令吉或每股净利0.92仙。

丽鸿向交易所报备，2016财年同期为净亏1255万6000令吉，或每股净亏2.19仙。

2017财年末季获利，归功于营业额增加，以及2016年末季的股票发行计划，出现单次的1509万令吉股票成本开销。

营业额从2016年的1亿6314万5000令吉，增6.4%，至1亿7363万1000令吉。

累计全年，净利年增5.7倍，报1815万9000令吉，或每股净利3仙；营业额录得6亿7524万3000令吉，年升4.6%。

据该公司业绩报告，末季综合畜牧业务营业额年增8.38%，至1亿4246万令吉，归功于鸡蛋产量增加，以及加工冷冻食品销售量和价格提高。

而零售业务营业额几乎按年减1.7%，至3171万令吉。

展望未来，丽鸿将利用与日本Nipponham Foods联营的优势，推出新产品。

“双方联营的NHF制造有限公司，正积极于厂房建设和产品研发活动；同时我们也在去年11月，推出了Nippon Premium Nutriplus品牌5种加工冷冻食品，市场反应令人鼓舞。”【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2017

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

1	Revenue	173,631	163,145	675,243	645,826
2	Profit/(loss) before tax	7,613	-11,518	21,846	9,936
3	Profit/(loss) for the period	4,517	-13,114	19,309	3,816
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,587	-12,556	18,159	2,727
5	Basic earnings/(loss) per share (Subunit)	0.92	-2.19	3.00	0.52
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 ($$)	0.4600		0.4200

icy97

icy97 发表于 10-5-2017 06:15 AM
PANPAGE斥1075萬 向麗鴻購超市股權

2017年5月09日
（吉隆坡9日訊）PANPAGE（PANPAGE，0041，主要板科技）出價1075萬令吉，向麗鴻（LAYHONG，9385，主要板消費）收購G-Mart Borneo零售私人有限公司30%股權。

...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	LAY HONG BERHAD ("LHB" OR THE "COMPANY")PROPOSED DISPOSAL OF THE 30% EQUITY INTEREST IN G-MART BORNEO RETAIL SDN BHD ("PROPOSED DISPOSAL")
Reference is made to the Company's announcements dated 8 May 2017, 11 May 2017 and 15 May 2017 in relation to the abovesaid. The Board of Directors of LHB wishes to announce that the Proposed Disposal has been completed on 20 June 2017 on receipt of full payment of the remaining balance sum amounting to RM9,750,000.00 from Panpages Berhad. This announcement is dated 20 June 2017.

icy97

没即时公布企业消息
丽鸿8高层遭谴责罚款75万

2017年6月21日
（吉隆坡20日讯）因失责与没即时公布企业消息，违反主板上市条例，交易所今天公开谴责丽鸿（LAYHONG，9385，主板消费产品股）执行主席叶鸿财、执行董事叶佐豪以及其他6名董事，共罚款75万令吉。

据交易所指出，8位遭罚款的高层为叶鸿财、叶佐豪、执行董事黄进胜和叶永宏（以下皆译音，Yeap Weng Hong）、非独立非执行董事叶福宏（Yeap Fock Hoong）、独立非执行董事兼审计委员会主席颜连萍（Gan Lian Peng）、独立非执行董事兼审计委员会成员陈志雄（Cheng Chin Hong）和陈豪进（Tan Ooi Jin）。

据交易所指出，叶鸿财、叶佐豪和黄进胜，分别被罚款15万令吉；叶永宏被罚款10万令吉，剩余4人则被个别罚款5万令吉，共罚款75万令吉。

交易所今天发文告指，丽鸿在2015年11月2，因股价当天大涨70仙或12.07%，报6.50令吉，遭到交易所发出不寻常市场交易（UMA）质询。

此外，该公司股价在去年1月19日，股价大涨8%，二次遭UMA质询，当时，该股自2015年9月至去年1月，已暴涨1.4倍。

丽鸿在回应上述两项质询时，皆声称“未发现任何未宣布的营运消息”，表示对价量劲扬的原因毫不知情。

与NH Foods洽合作

不过交易所指出，该公司在当时正与日本食品公司Nipponham Foods（简称NH Foods）展开重要的商业合作谈判，但没有在上述两次回应UMA中披露。

交易所认为，丽鸿有义务向公众披露所有重要信息，包括“可能造成上述两次股票异常波动的商讨活动最新动向”。

交易所说，该公司在去年1月26日作出决定，但却在4个交易日后，即2月2日才通过交易所对外公布，因此触犯条例。【e南洋】

BURSA MALAYSIA SECURITIES PUBLICLY REPRIMANDS LAY HONG BERHAD AND FINES ITS DIRECTORS A TOTAL OF RM750,000

LAY HONG BERHAD

Bursa Malaysia Securities Berhad (635998-W) (Bursa Malaysia Securities) has publicly reprimanded LAY HONG BERHAD (LAYHONG) and its directors for breaching the Bursa Malaysia Securities Main Market Listing Requirements (Main LR). In addition, the 8 directors of LAYHONG at the material time had been fined a total of RM750,000.

LAYHONG had committed the following breaches:-

(1)     paragraphs 9.16(1)(a) and (c)(i) of the Main LR in respect of the company’s announcements dated 3 November 2015 and 19 January 2016 which were made in response to the unusual market activity queries (UMA Queries) from Bursa Malaysia Securities.   LAYHONG’s announcements had stated / confirmed amongst others that there was no corporate development relating to the Group’s business and affairs that had not been previously announced that might account for the trading activity including those in the stage of negotiation / discussion (other than those announced by the company in its announcements on 3 November 2015 and 19 January 2016).

LAYHONG’s announcements dated 3 November 2015 and 19 January 2016 were not accurate, balanced and fair and failed to contain sufficient information to enable investors to make informed investment decisions as the announcements did not disclose and in fact denied an impending corporate exercise involving amongst others, a proposed bonus issue, share split and issuance of free warrants (the Proposals).  

The Proposals were subsequently announced on 2 February 2016 i.e. approximately 2 weeks after LAYHONG’s announcement dated 19 January 2016 denying any other corporate development in the company including those in the stage of negotiation / discussion; and

(2)     paragraphs 9.19(27) and (33) of the Main LR read together with paragraphs 2.1(a) and 3.1(i) of Practice Note 28 and paragraph 13.07(a) of the Main LR for failing to make an immediate announcement on the Proposals upon the approval of the Board of Directors on 26 January 2016.  The Proposals were only announced on 2 February 2016, after a delay of 4 market days

The directors of LAYHONG at the material time had permitted the company’s breaches of the Main LR above for which the following penalties were imposed on them:-

No	Directors	Breaches	Penalties
1.	Yap Hoong Chai Executive Chairman	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM100,000
		Failure to make an immediate announcement of the Proposals	Public Reprimand & Fine of RM50,000
		Total Fines	RM150,000
2.	Yap Chor How Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM100,000
		Failure to make an immediate announcement of the Proposals	Public Reprimand & Fine of RM50,000
		Total Fines	RM150,000
3.	Ng Kim Tian Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM100,000
		Failure to make an immediate announcement of the Proposals	Public Reprimand & Fine of RM50,000
		Total Fines	RM150,000
4.	Yeap Weng Hong Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM100,000
5.	Yeap Fock Hoong Non-Independent Non-Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM50,000
6.	Cheng Chin Hong Independent Non-Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM50,000
7.	Gan Lian Peng Independent Non-Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM50,000
8.	Tan Ooi Jin Independent Non-Executive Director	Inaccurate announcements  in response to the UMA Queries	Public Reprimand & Fine of RM50,000

Bursa Malaysia Securities views the contraventions seriously in view of the importance of timely and accurate disclosure of material information to ensure the investors and public are keep fully informed of and have equal access to all facts and circumstances that were material to facilitate informed investment decision.  This is critical towards building and maintaining corporate credibility, market integrity and investor confidence.

The finding of breach and imposition of the above penalties on LAYHONG and its directors were made pursuant to paragraph 16.19 of the Main LR upon completion of due process and after taking into consideration all facts and circumstances of the matter including the following:-

1. The disclosure obligations / framework under the Main LR and the Corporate Disclosure Guide particularly in respect of unusual market activities which is premised on the following key underlying principles:-

a.  Whilst listed companies must make immediate and accurate disclosure of material information / corporate event, listed companies are allowed the right to withhold material information in circumstances where the information is in a state of flux;

b.   However, the right to withhold ceased where there is unusual market activity which signifies that a ‘leak’ of the information may have occurred; and

c.  Listed companies must ensure disclosure of unpublished material information to the market including those in the stage of negotiation / discussion.

2. LAYHONG and its directors were or should be aware that the Proposals were clearly material information and hence, might have reasonably contributed to / accounted for the increase in LAYHONG’s share price and volume traded at the material time premised on the following:-

a. The Proposals which consisted of a proposed bonus issue, share split and issuance of free warrants were clearly identified and predetermined as a material event / information which must be disclosed immediately to Bursa Malaysia Securities / the market under paragraphs 9.19(27) and (33) of the Main LR;

b. The materiality of the Proposals was also evident from the implication of the Proposals to the shareholders and financials of the company as set out in the company’s announcement of the Proposals dated 2 February 2016.  Essentially, upon implementation of the Proposals, every shareholder with 1 LAYHONG share would receive 10 LAYHONG shares and 5 free warrants and the company’s share capital would increase from RM132.83 million to RM199.24 million, shareholders’ funds would increase from RM227.29 million to RM360.11 million and the company would receive proceeds of RM132.83 million from the exercise of the warrants; and

c. There was a continued increase of 20.2% in LAYHONG’s share price from 18 January 2016 to 3 February 2016 (i.e. during the material time of the UMA Query on 19 January 2016 until announcement of the Proposals on 2 February 2016 and where the most recent material announcement by LAYHONG was on 11 January 2016 in respect of NH Foods Ltd) and 17.8% from the Board’s approval of the Proposals on 26 January 2016 to 3 February 2016 after announcement of the Proposals on 2 February 2016.

3. Based on the facts and circumstances, particularly where LAYHONG and its Board had in fact agreed and confirmed to undertake / proceed with the Proposals prior to the UMA Queries on 2 November 2015 and 19 January 2016 and the specific wordings of the UMA Queries requiring the company’s confirmation which covered any corporate development including ‘those in the stage of negotiation / discussion’ that may account for the trading activity, LAYHONG must make factual disclosure of the Proposals in responding to the UMA Queries.  Instead, LAYHONG’s material omission in failing to highlight the Proposals as well as the misstatement in its denial of any corporate development including those in the stage of discussion / negotiation in its announcements were clearly in contravention of the disclosure obligations under the Main LR.

It was not acceptable for the Company and directors to take the position that the Proposals were not material as it was only at a conceptual stage and had yet to be finalised or approved by the Board.

4. Further, the disclosures made pertaining to the negotiations / discussions with foreign parties on taking a strategic investment stake in LAYHONG, a possible joint venture and the involvement of NH Foods Ltd. did not and could not dilute the materiality of the Proposals or render the Proposals to be less material under the Main LR.  LAYHONG and its directors had an obligation to make full disclosure of all material information that might have accounted for the trading activity in response to the UMA Queries.  It was irrelevant for LAYHONG to ascertain the contribution / proportion of contribution of each undisclosed corporate proposal at the material time to the share price and/or volume movement. The fact remained that the Proposals were material and might have reasonably contributed to / accounted for the increase in LAYHONG’s share price and volume traded at the material time.  Hence, there was no reasonable justification for the failure by LAYHONG and its directors to disclose the Proposals and to deny any other undisclosed corporate development including those in the stage of negotiation / discussion that might have contributed to the unusual market activity in the announcements dated 3 November 2015 and 19 January 2016.     

5. LAYHONG had further failed to make an immediate announcement of the Proposals upon the Board’s approval on 26 January 2016 in accordance with paragraphs 9.19(27) and (33) of the Main LR read together with paragraphs 2.1(a) and 3.1(i) of Practice Note 28 and paragraph 13.07(a) of the Main LR.  LAYHONG had an obligation to ensure immediate disclosure of the Proposals upon the Board’s approval of the salient terms of the same on 26 January 2016 pursuant to the Main LR.  It was not acceptable for LAYHONG to allege ‘non-finalisation’ of the Proposals / announcement after the Board’s approval of the salient terms on 26 January 2016 and only announced these salient terms on 2 February 2016.

6. The public reprimand and fines imposed on the directors served as a deterrent and was appropriate and proportionate to the directors’ aggravating conduct in their repeated failures to disclose the Proposals accurately and on a timely basis and the materiality of the breach.  A higher fine were imposed on the executive directors as they were the directors responsible for and/or involved in the Proposals and were primarily responsible for the approval and issuance of announcements to Bursa Malaysia Securities.  

icy97

LAY HONG BERHAD

EX-date	13 Oct 2017
Entitlement date	17 Oct 2017
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single Tier Dividend of 0.5 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Mar 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	SECURITIES SERVICES (HOLDINGS) SDN BHDLevel 7, Menara MileniumJalan Damanlela, Pusat Bandar DamansaraDamansara Heights50490Kuala LumpurTel:03-20849000Fax:03-20949940
Payment date	08 Nov 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	17 Oct 2017
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)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.005
Par Value (if applicable)	Malaysian Ringgit (MYR) 0.000

icy97

家禽零售贡献．丽鸿首季净利飙9倍

（吉隆坡28日讯）家禽及零售超市业务双面贡献，丽鸿（LAYHONG，9385，主板消费品组）截至2017年6月30日第一季净利按年暴增超过9倍，从41万9000令吉增至442万1000令吉。

第一季营业额增长15.15%，至1亿8303万5000令吉。

该公司在业绩文告内表示，在高鸡蛋、冷冻食品数量及价格销售上扬带动之下，该公司家禽业务营业额按年扬13.3%，至1亿4630万令吉。

受开斋节买气带动，零售超市也录得3673万令吉较高营业额，推动税前获利从134万走扬至820万令吉。

该公司说，日本火腿集团（NH Foods）崛起为显著股东带动鸡肉产品制造业务向前跨步，同时也提升产能达到新联营公司的需求。

目前该公司还在探讨合作策略，积极设立厂房及产品研发。

截至目前共推出11项产品，接下来将继续开发新产品及推出生产线，同时也鉴定英达岛为联营厂房的落脚地，目前在设立工厂及机器，收购及建造工程正如期进行。

文章来源：
星洲日报‧财经‧2017.08.29

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	183,035	158,951	183,035	158,951
2	Profit/(loss) before tax	8,201	1,341	8,201	1,341
3	Profit/(loss) for the period	6,183	971	6,183	971
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,421	419	4,421	419
5	Basic earnings/(loss) per share (Subunit)	0.73	0.07	0.73	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 ($$)	0.4600		0.4500

icy97

传丽鸿购物流公司．进军网上零售

（吉隆坡21日讯）丽鸿（LAYHONG,9385,主板消费品组）寻求进军网上零售领域，期望同一天将货交到顾客手中，在洽商收购上市物流公司股权已接近尾声阶段。

消息指出，对丽鸿来说，这将是新的收入来源，该公司意识到，在大马半岛，网上零售业务的发展正加快动力。

丽鸿并不意外，毕竟该公司正探讨解决最后里程方案，就是为成长中的加工业务，建立一个电子百货平台。

根据消息，丽鸿寻求的物流公司，在巴生河流域、槟城和柔佛，拥有12个运输点。

消息补充，该公司在大马与便利商店建立连系，拥有大约1000个货物投放点。

“物流公司正兴建20万平方尺的货仓，预期可在明年9月完工。”

“此外，这一货仓将包括冷藏室，那么对丽鸿的食品运输计划是完美的。”

消息补充，丽鸿收购拥现有基本设备的物流公司，而不是耗资1亿令吉投资兴建新货仓，这对该公司进军物流领域显得合情理。

有利食品运输
新收入来源

“丽鸿纯粹需要一个平台、来完成最后里程业务（运输货源），这一需求符合后，物流业务将是丽鸿新的收入来源。”

消息说：“这一平台不只是供丽鸿，也作为提供其他需要运输本身产品业者的服务管道。”

今年5月，泛页（PANPAGE,0041,主板科技组）以1075万令吉，收购丽鸿百货子公司G-Mart Borneo Retail私人有限公司的30%股权，显示丽鸿进军电子商务的志愿。目前，丽鸿在沙巴拥有16家零售商店。

泛页表示，该公司收购G-Mart Borneo Retail公司，建立线上电子商务业务是合理步伐。

文章来源：
星洲日报／财经‧2017.09.21



丽鸿否认购物流公司

（吉隆坡21日讯）丽鸿（LAYHONG,9385,主板消费品组）否认有意投资或收购任何物流业务。

丽鸿针有关该公司进军电子食品销售业务的报道发文告澄清，有关报道内容不实，其中可有一些混淆。

根据报道，该公司正接近完成洽购一家上市物流公司股权，以寻求进军电子百货领域和提供同一天将货交到顾客手中的服务。

该报道引述消息指出，对丽鸿来说，这将是新的收入来源，因该公司意识到，在大马半岛网购食品杂货业务的发展正加快动力。

根据消息，丽鸿寻求收购的物流公司，在巴生河流域、槟城和柔佛，拥有12个运输点。

消息补充，这家公司正与便利商店建立合作关系，在全马拥有大约1000个货物投放点。

“物流公司正兴建20万平方尺的货仓，预期可在明年9月完工。此外，这一货仓将包括冷藏室，那么对丽鸿的食品运输计划是完美的。”

消息补充，丽鸿收购拥现有基本设备的物流公司，而不是耗资1亿令吉投资兴建新货仓，这对该公司进军物流领域显得合情理。

“丽鸿纯粹需要一个平台、来完成最后里程业务（运输货源），这一需求符合后，物流业务将是丽鸿新的收入来源。”

消息说：“这一平台不只是供丽鸿，也作为提供其他需要运输本身产品业者的服务管道。”

今年5月，泛页（PANPAGE,0041,主板科技组）以1075万令吉，收购丽鸿旗下G-Mart BorneoRetail私人有限公司的30%股权，显示双方展开合作。目前，丽鸿在沙巴拥有16家零售商店。

文章来源：
星洲日报‧2017.09.21

Type	Announcement
Subject	OTHERS
Description	LAY HONG BERHAD ("LHB" OR THE "COMPANY")  - THE STARBIZ ARTICLE ENTITLED "LAY HONG MOVES INTO e-GROCERY"
The Company refers to a news article published by Star Biz (first paragraph of page 1) on 21 September 2017 entitled "Lay Hong moves into a e-grocery" as follow:- "Egg and poultry producer LHB is close to buying a stake in a listed logistics company as it seeks to enter the e-grocery and same day delivery business in Malaysia". The Company wishes to clarify that there may have been some confusion and the said contents with regards to Lay Hong are not true. There is currently no intention by Lay Hong Berhad to invest or acquire any logistics business. This annnouncement is dated 21 September 2017.

icy97

引进新股东PANPAGES
丽鸿试探零售电商

2017年9月29日

谢姈悄

（巴生28日讯）丽鸿（LAYHONG，9385，主板消费产品股）指出，为旗下G-MART零售私人有限公司（简称G-MART）引进新股东后，将在零售电子商务领域试水温。丽鸿执行董事叶佐豪早前接受《南洋商报》专访时披露，G-MART的业务为经营零售超市，目前在沙巴拥有13家零售超市。

至于新股东PANPAGES（PANPAGE，0041，主板科技股），将会负责电子商务与系统事宜。

今年5月，丽鸿以1075万令吉，脱售G-MART的30%股权给PANPAGES，而丽鸿的持股权则降低至70%。

目前，丽鸿两大主要业务是综合禽畜业与零售业，其中又以综合禽畜业占最大比重。

丽鸿的禽畜业又分为3个部分，即蛋鸡、肉鸡、食品加工生产，共占公司营业额约80%比重。

与PANPAGES互补

叶佐豪强调，零售超市目前只占丽鸿所有业务的一小部分。

根据丽鸿2017年报，零售业务首次蒙受139万令吉营运亏损，主要归咎于政府实施消费税及最低薪金制。

叶佐豪说：“脱售G-MART股权，对公司有利，因为可以与拥有专业知识的人士合作，并增长G-MART业务。”

他指，PANPAGES在制作平台方面有经验，而G-MART的专长是采购、零售、找供应商、成本管理及仓储与物流。

“最终，G-MART将通过分销网络系统减少营运成本，减少亏损及人力，集中管理送货及买货。”

不过，电子商务计划目前还没有详情，并会在稍后公布。

首季净利飙近10倍

叶佐豪也预计，截至3月杪的2018财年次季业绩表现，会比上财年更好，因为业务表现亮眼，鸡蛋与肉鸡产量增加。

叶佐豪今日在股东大会后对媒体表示，丽鸿的鸡蛋及肉鸡，皆提供给自家食品加工厂使用，所以不受市场波动影响。

截至今年6月杪首季，丽鸿净利按年飙涨9.55倍，从上财年同期的41万9000令吉，大增至442万1000令吉。

首季营业额，则从上财年同期的1亿5895万1000令吉，按年增加15.15%至1亿8303万5000令吉。

今年投资5000万

该公司2018财年所拨出的资本开销达5000万令吉，以提升鸡蛋与肉鸡产量。

叶佐豪解释，丽鸿本财年的资本开销，比上财年的7700万令吉低，因为上财年已完成一些蛋鸡农场扩展计划。

目前，公司每日的鸡蛋产量达250万个，他放眼2018财年底将达300万个。

至于西马的肉鸡养殖，则从目前每月110万只鸡，提升至2018财年底的150万只；并希望能在2019财年，进一步升至200万只。

食品加工厂明年底完工

丽鸿的食品价格业务，主要是透过与日本NH Foods集团联营的公司——NHF制造有限公司进行。

目前，丽鸿与日本伙伴在NHF制造的持股权，分别为49%和51%，前者负责分销，后者则专注生产研发，及符合所有食品标准。

叶佐豪早前对本报披露，食品加工新厂房的建筑活动如火如荼，预计明年底会完工。

另外，丽鸿致力拓展食品加工业的雄心，也反映在收购泰国Takaso SC的计划上。

丽鸿去年2月间，以850万令吉收购Takaso SC，是拓展鸡肉加工和海外加工业务的计划之一。

叶佐豪预计，NHF制造与Takaso SC将在2019财年，为公司带来显著贡献。

外汇波动影响微

叶佐豪指出，丽鸿的业务已多元化至食品加工，因此，外汇波动对公司的影响不大。

由于令吉汇率的起伏，影响了不少有进出口生意的企业。

叶佐豪表示，汇率波动这不单影响丽鸿，也影响其他竞争者。

他解释，丽鸿综合禽畜业的主要原料如玉米与大豆，以及15%的鸡蛋销售额，分别以美元及新元交易，因此面对外汇波动的影响在所难免。

“然而，丽鸿不是100%经营农场，我们已经多元化业务至食品加工，所以外汇波动对公司影响不大。” 【e南洋】

icy97

扩生产线产品多元．丽鸿稳健增长

（吉隆坡5日讯）丽鸿（LAYHONG,9385,主板消费品组）产品多元、正进行生产线扩充以及与日本伙伴紧密合作，分析员看好该公司获利将稳健增长。

丰隆研究指出，丽鸿是一家综合家禽养殖业者，除了涉及上游业务如：产蛋鸡以及肉鸡养殖外，同时也生产食品加工产品如：液体蛋或鸡肉产品等。这对比只是生产原产品，其销售价格更加稳定。

丰隆也认为，该公司未来3年核心净利将继续走高，主因是该公司产品生产量增加以及零售超级市场转亏为盈，因此预期2018至2020财年的盈利，分别增长129.1%、23.6%以及26.9%，至4070万、5030万和6380万令吉。

同时，丰隆对于与该公司与日本火腿（NH Foods）合作一事看法正面，因为此伙伴关系，使得双方得以共同进军需求日渐走高中东、印尼、新加坡等国家的清真市场。

此外，东京也将在2020年举办奥运会，丽鸿将借助日本火腿食品研发以及市场营销的经验，在上述市场施展身手。

拟进军电子商务

同时，该公司在依约拥有一片34英亩的地库，之前是该公司的鸡蛋农场，目前已经停产。该地段目前估值3000万令吉，长期来说可能会被发展为产业项目。

在未来，该公司考虑进军电子商务，这可能会明显增加该公司在食品的能见度。

目前该公司面对的下行因素包括：家禽饲料成本增加、马币走低以及扩充计划延迟等。

丰隆看好丽鸿未来成长潜力，给予该公司“买进”评级，目标价为1令吉24仙。

文章来源：
星洲日报‧财经‧报道：傅文耀·2017.10.05

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	204,555	170,981	387,590	329,932
2	Profit/(loss) before tax	15,679	5,033	23,880	6,374
3	Profit/(loss) for the period	12,415	3,713	18,598	4,684
4	Profit/(loss) attributable to ordinary equity holders of the parent	12,172	3,541	16,593	3,960
5	Basic earnings/(loss) per share (Subunit)	2.00	0.58	2.73	0.66
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 ($$)	0.4800		0.4500

icy97

丽鸿次季赚1217万

2017年11月15日
（吉隆坡14日讯）丽鸿（LAYHONG，9385，主板消费产品股）截至9月杪次季，净利按年飙2.4倍至1217万2000令吉，或每股2仙。

该公司今日向交易所报备，营业额按年攀升19.6%至2亿455万5000令吉。

鸡蛋、冷冻食品和经杀菌蛋液销量增加，推动综合畜牧业务营业额按年走高23.29%至1亿7130万令吉；零售业务营业额也按年升3.8%至3325万令吉，归功于三间新分店开张。

累计上半年，净利按年涨3.2倍至1659万3000令吉；营业额则按年走高17.5%，报3亿8759万令吉。

执行董事叶佐豪说，与日本NH Foods集团联营是个里程碑，有助研发新产品和渗透市场，至今已推出11种产品，并会持续研发与推出更多新产品。

此外，该公司已在英达岛清真工业园，寻得设立联营厂房的地皮，目前正策划厂房与机械格局。

另一方面，丽鸿向交易所报备，以41万5200令吉增持Innobrid私人有限公司3%，并完全持股成为独资子公司。【e南洋】

Type	Announcement
Subject	OTHERS
Description	LAY HONG BERHAD ("Lay Hong" or the "Company")ACQUISITION OF 120,000 ORDINARY SHARES IN INNOBRID SDN BHD
The Board of Directors of LHB wishes to announce that the Company had on 14 November 2017 approved the acquisition of one hundred twenty thousand (120,000) ordinary shares which represents an additional 3% of the issued and paid-up share capital of Innobrid Sdn Bhd from Datin Lai Kum Sim. Please refer to the full text of the announcement attached. This announcement is dated 14 November 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5602353

Attachments LHB-Innobrid-Acquisition of shares in Innobrid.pdf

icy97

扩张受看好．丽鸿下半年料续强劲成长

（吉隆坡15日讯）丽鸿（LAYHONG，9385，主板消费品组）最新业绩符合市场预测，分析员看好其扩张计划，将成为推动未来业务成长主要的“催化剂”。

丰隆研究指出，丽鸿2018财政年第二季核心净利1220万令吉，首半年核心净利1660万令吉，占该行全年预测的40.7%，惟仍视为符合预测，因第二季盈利强劲成长料可延续至下半年，主要获得肉鸡及蛋鸡产能增长推动。

该行依然看好丽鸿盈利成长展望，特别是旗下肉鸡、蛋鸡及消菌鸡蛋领域的扩张计划，以及与日本火腿（NH Foods）的合作伙伴关系，使其产品销售至更广泛的地理网络。

蛋鸡产能料增三分二

一旦完成其扩展计划，丽鸿的蛋鸡产能将增加三分之二，至每日生产180万粒鸡蛋（截至2018财政年杪）以及肉鸡产能则增加100%，至每月生产200万只肉鸡（截至2019财政年杪），这将可应付消菌液化蛋及功能鸡蛋的潜在需求成长、加工鸡肉产品及旗下持有49%子公司-NH食品大马新加工食品产能的需求。

该行指出，扩展计划使其净负债扬升至1亿8570万令吉或是0.64倍，主要是扩展计划推高借贷所致。

丰隆研究维持其“买进”评级，目标价为1令吉24仙。应注意的潜在风险，包括家禽饲料价格走高、马币汇率进一步贬跌，及扩充计划延宕等。

文章来源：
星洲日报‧财经‧报道：李文龙‧2017.11.15

icy97

LAY HONG BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Exercise of Warrants
Details of corporate proposal	Exercise of Warrants 2016/2021
No. of shares issued under this corporate proposal	20,897,100
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.4000
Par Value($$) (if applicable)	0.000
Latest issued share capital after the above corporate proposal in the following
Units	629,647,100
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 130,108,840.000
Listing Date	19 Jan 2018

icy97

短期盈利料放缓．丽鸿拓展业务放眼长期

（吉隆坡7日讯）丽鸿（LAYHONG，9385，主板消费品组）旗下业务拓展计划如火如荼进行，分析员认为短期内盈利料放缓，惟长期表现依然可期，加上有意脱售零售臂膀，有望降低净负债比。

丰隆研究在会晤丽鸿管理层后，发表报告指出，正面看待该公司的发展前景。

巴氏杀菌液体蛋产能倍增

丰隆指出，为了迎合需求潜在日渐增加的巴氏杀菌液体蛋，丽鸿计划拓展相关业务的产能，料在今年9月完成后，新产能将倍增至每月1000公吨。

拓展食品加工和鲜蛋业务

丰隆探悉，丽鸿将陆续进行更多的拓展计划，包括下游的食品加工和鲜蛋业务。

该行指出，预计鲜蛋业务拓展计划于2018财政年杪完成，产能将增加至每日300万颗蛋，下游的食品加工拓展计划料在2019财政年上半年完成，产能将增加至每月3200公吨。

丰隆指出，至于丽鸿的鸡肉块，因为延迟获得相关单位的批准，而导致拓展计划落后预期。

丰隆指出，丽鸿的鸡蛋和巴氏杀菌蛋出口尽管仅带来较低的营业额，惟却可以从更低的饲料成本中获得舒缓。

丰隆认为，丽鸿鸡肉块业务拓展计划逊于预期，因此下调该公司2018财政年财测7%至3790万令吉，不过，在拓展计划推动下，看好该公司长期前景，因此，维持2019和2020财政年财测。

丰隆相信，该行对于丽鸿的净利尚未反映出马币强势和巴氏杀菌蛋液新设备建设的利好。

丰隆指出，丽鸿有意进一步脱售手持的70%零售业务臂膀，此举料将拉低净负债比。

有意出清G-Mart股权

丽鸿在去年5月，脱售G-Mart 30%股权予PanPages，丰隆表示，丽鸿管理层有意出清剩余的70%股权，以专注在现有业务上。

截至2017年9月30日止，丽鸿的净负债和净负债比分别为1亿8600万令吉和0.64倍。

丰隆预计，在2018财政年和2019财政年资本开支分别为1亿和5000万令吉的情况下，该公司的净负债比在2018财政年料维持在0.65倍，不过，2019财政年有望降至少于0.5倍。

丰隆也认为，丽鸿将能从马币强势中获益，预计马币每走高10仙，将能提振丽鸿2018至2019财政年核心净利3.9%至4.3%。

该行预计，马币兑美元在2018至2019财政年，料维持在4.20令吉水平。

丰隆维持丽鸿“买入”评级和1令吉24仙目标价。

文章来源：
星洲日报‧财经‧报道：刘玉萍‧2018.02.07

icy97

令吉走强利丽鸿业绩
每增值10仙净利升4%

2018年2月9日
（吉隆坡9日讯）分析员认为，令吉走强有助提振丽鸿（LAYHONG，9385，主板消费产品股）业绩，并预计令吉每走高10仙，将推高2018和2019财年核心净利4.3%和3.9%。

丰隆投行研究分析员在报告中指出，推动丽鸿营业额增长的主要功臣，来自鸡蛋和巴氏杀菌蛋的出口，虽然令吉走强会拉低公司营业额，但饲料成本也会因此降低，因此整体上对公司净利正面。

分析员依然维持令吉兑美元增幅预测，即2018和2019财年为4.20令吉，并预计令吉每增值10仙，将能推动丽鸿2018和2019财年核心净利，分别提升4.3%和3.9%。

分析员点出，自去年11月17日以来，令吉已经升值了7.6%。

丽鸿管理层指出，该公司的巴氏杀菌液体鸡蛋工厂，自2018财年初面临生产瓶颈，这是因为韩国“污染鸡蛋”影响，加上餐厅和烘焙店提高对食品卫生的意识，促进亚洲地区对巴氏杀菌液体鸡蛋的需求。

为了迎合巴氏杀菌液体鸡蛋的需求不断增长潜力，该公司正在计划扩大巴氏杀菌液体鸡蛋领域的产能，预计今年9月完成。

该公司称，一旦完成，位于柔佛新生产设施的产能，将倍增至每月1000公吨。

分析员也说，丽鸿正在如期完成扩大下游食品加工和分层饲养（layer）领域的产能，一旦完成，分层领域的产能将增加三分之二，达每天300万个鸡蛋；截至2017财年，为每天180个鸡蛋。

而新下游食品加工厂的产能，为每月2000公吨，将推动丽鸿的目前产能劲扬167%，达到每月3200公吨。

至于肉鸡拓展计划，略微落后于分析员的预测，因为毫无预警延迟获得有关监管部门的批准。

拟沽清G-MART股权

另一方面，继在去年5月脱售G-MART的30%股权给PANPAGES后，管理层打算进一步脱售剩余的70%，以专注在面包和黄油业务，这占该公司税前盈利的99%。

“这项脱售活动，将能减轻丽鸿的净负债水平。”

分析员点出，截至去年9月30日，丽鸿的净债务和净负债率，分别为1亿8600万令吉和0.64倍。

鉴于该公司正在进行中的未来资本开销计划，即2018财年和2019财年分别为1亿令吉和5000万令吉，

分析员预计，该公司的净负债在2018财年维持在0.65倍，但2019财年会降低至少于0.5倍。

考虑到肉鸡产能拓展计划缓慢，分析员下调2018财年核心净利预测7%。

无论如何，受到扩展计划支撑，以及与日本NH Foods集团联营，分析员维持正面看待丽鸿的长期净利增长前景，并维持2019和2020财年预测。



【e南洋】

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	228,189	171,680	615,779	501,612
2	Profit/(loss) before tax	13,880	7,859	37,760	14,233
3	Profit/(loss) for the period	11,287	10,108	29,885	14,792
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,111	8,612	26,704	12,572
5	Basic earnings/(loss) per share (Subunit)	1.66	1.42	4.39	2.08
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 ($$)	0.4900		0.4500

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Type	Announcement
Subject	OTHERS
Description	LAY HONG BERHAD ("LHB" OR THE "COMPANY")PROPOSED INVESTMENT IN A NEW PASTEURIZED LIQUID EGGS PROCESSING FACILITY IN ISKANDAR HALAL PARK, PASIR GUDANG, JOHOR
The Board of Directors (“Board”) of LHB wishes to announce that the Board has approved the investment of a new pasteurized liquid eggs processing facility in a semi detached factory in Iskandar Halal Park, Pasir Gudang, Johor by Lay Hong Liquid Egg Sdn Bhd (“LHLE”) a wholly-owned subsidiary of the Company (“the Investment” or “the Project”). Please refer to the attachment for the full text of the announcement. This announcement is dated 23 March 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5734361

Attachments Iskandar Halal Park 23.03.2018.pdf

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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	224,623	174,349	840,402	675,961
2	Profit/(loss) before tax	15,467	7,710	53,227	21,943
3	Profit/(loss) for the period	10,968	4,614	40,853	19,406
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,993	5,684	37,697	18,256
5	Basic earnings/(loss) per share (Subunit)	1.76	0.93	6.15	3.02
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 ($$)	0.5100		0.4500

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LAY HONG BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Exercise of Warrants
Details of corporate proposal	Exercise of Warrants 2016/2021
No. of shares issued under this corporate proposal	10,087,000
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.4000
Par Value($$) (if applicable)	Malaysian Ringgit (MYR)   0.000
Latest issued share capital after the above corporate proposal in the following
Units	639,744,100
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 134,147,640.000
Listing Date	01 Jun 2018

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LAY HONG BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Exercise of Warrants
Details of corporate proposal	Exercise of Warrants 2016/2021
No. of shares issued under this corporate proposal	12,595,000
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.4000
Par Value($$) (if applicable)	Malaysian Ringgit (MYR)   0.000
Latest issued share capital after the above corporate proposal in the following
Units	652,339,100
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 139,185,640.000
Listing Date	06 Jun 2018