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发表于 30-1-2014 01:53 AM
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實康獲2合約值2274萬
財經29 Jan 2014 22:59
(吉隆坡29日訊)實康(SALCON,8567,主要板貿易)兩家子公司,獲得兩項總值2274萬5535令吉工程合約。
馬證交所報備文件指出,其中Cekal Unggul私人有限公司獲得價值340萬7000令吉合約,為建議綜合發展進行地下水道抽水站設計和建設工作,以及副廠調試和維護工作,執行期限為8個月。
至于另一子公司HNC Jurutera Perunding私人有限公司則為泵站進行建築工程,耗時18個月執行。
上述兩項合約料為實康2014和2015財年盈利和淨資產作正面貢獻。[中国报财经] 本帖最后由 icy97 于 4-2-2014 09:51 PM 编辑
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发表于 31-1-2014 02:53 AM
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Type | Announcement | Subject | OTHERS | Description | 1. LETTER OF AWARD - DESIGN, OBTAINING APPROVAL, SUPPLY, DELIVERY, CONSTRUCTION, COMPLETION, TESTING, COMMISSIONING AND MAINTENANCE OF THE PROPOSED 25,000 P.E SEWERAGE PUMPING STATION AND ASSOCIATE WORKS FOR THE PROPOSED MIXED DEVELOPMENT (INDUSTRIAL AND COMMERCIAL) ON LOT PT 60777 TO PT 61999, PT 62309 TO 62705, PT 62719 TO PT 6292, PT 62212 TO PT 62296 AND PARTIALLY FROM THE GOVERNMENT LAND, MUKIM KAPAR, DAERAH KLANG, SELANGOR DARUL EHSAN FOR CEKAL UNGGUL SDN. BHD.
2. LETTER OF AWARD - PROPOSED "FORCE MAIN WORKS" FROM THE INTERMEDIATE PUMPING STATION AT TROPICANA METROPARK, OFF PERSIARAN TEKNOLOGI SUBANG, SHAH ALAM, SELANGOR DARUL EHSAN TO THE EXISTING INDAH WATER KONSORTIUM'S SEWERAGE TREATMENT PLANT (SAM003) ALONG TEKNOLOGI SUBANG, PERSIARAN JUBLI PERAK, JALAN BATU TIGA LAMA AND PERSIARAN KUALA SELANGOR, SELANGOR DARUL EHSAN.
FOR
(A) "THE DEVELOPMENT BY TROPICANA METROPARK SDN BHD (FORMERLY KNOWN AS TROPICANA SUBANG DEVELOPMENT SDN BHD) ON LOT PT 19 TO PT 28, PEKAN COUNTRY HEIGHT, DAERAH PETALING, SELANGOR DARUL EHSAN".
(B) "THE DEVELOPMENT BY IMPIANA IMPRESIF SDN BHD ON LOT 20922, PEKAN COUNTRY HEIGHT, DAERAH PETALING, SELANGOR DARUL EHSAN." | Salcon Berhad (“Salcon” or “the Company”) is pleased to announce that Envitech Sdn Bhd, a 60% owned subsidiary of Salcon Engineering Berhad, which in turn is a wholly-owned subsidiary of the Company has accepted 2 awards issued by the following:- No. | Name | Project | Duration | Contact Sum | Date of Acceptance | 1 | Cekal Unggul Sdn. Bhd. | Design, Obtaining Approval, Supply, Delivery, Contruction, Completion., Testing, Commissioning and Maintenance of the proposed 25,000 P.E. Sewerage Pumping Station and Associate Works for the Proposed Mixed Development (Industrial and Commercial) on Lot 60777 to PT 61999, PT 62309 to PT 62705, PT 62719 to PT 6292, PT 62212 to PT 62296 and Partially from the Government Land, Mukim Kapar, Daerah Klang, Selangor Darul Ehsan for Cekal Unggul Sdn. Bhd.
| Eight (8) months | RM3,407,000.00 | 29 January 2014 | 2 | HNC Jurutera Perunding Sdn. Bhd. | Proposed "Force Main Works" from the Intermediate Pumping Station at Tropicana Metropark, Off Persiaran Teknologi Subang, Shah Alam, Selangor Darul Ehsan to the Existing Indah Water Konsortium's Sewerage Treatment Plant (SAM 003) Along Teknologi Subang, Persiaran Jubli Perak, Jalan Batu Tiga Lama and Persiaran Kuala Selangor, Selangor Darul Ehsan. For (a) "The Development by Tropicana Metropark Sdn Bhd (Formerly known as Tropicana Subang Development Sdn Bhd) on Lot PT 19 to PT 28, Pekan Country Height, Daerah Petaling, Selangor Darul Ehsan". (b) "The Development by Impiana Impresif Sdn Bhd on Lot 20922, Pekan Country Height, Daerah Petaling, Selangor Darul Ehsan." | Eighteen (18) months | RM19,338,535.00 | 29 January 2014 |
The Projects are construction contracts and have no option for renewal.
The Projects are expected to contribute positively towards the earnings and net assets of Salcon Group for the financial years ending 31 December 2014 and 31 December 2015.
Salcon do not foresee any exceptional risk other than execution risk associated with the Projects.
The Projects will not have any effect on the share capital and substantial shareholders’ shareholding of the Company.
None of the directors and/or major shareholders of the Company, or persons connected with them have any interest, direct or indirect, in the Projects. |
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发表于 5-2-2014 01:25 AM
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買進劵商心頭好.握15億合約 實康料再獲水務工程
財經股市專欄4 Feb 2014 21:31
券商:艾芬投資研究
目標價:76仙
實康(SALCON,8567,主要板貿易)獲頒兩項總值2270萬令吉的合約,以及有望取得水務相關工程,促使艾芬投資研究維持“增持”投資評級。
實康獨資子公司,即實康Engineering公司獲頒巴生2萬5000人口當量(P.E,Population Equivalent)污水處理站建築工程合約,以及Tropicana Metropark泵站建築工程合約。
我們認為上述合約將貢獻該公司盈利。將有關合約計算在內,實康目前的合約訂單約15億令吉,未來3年的未結算收入達3億4000萬令吉。
未將任何龐大合約納入考量,我們相信建築業務將在2014財年持續面對虧損。不過,我們仍樂觀看待實康。這是因為,在競標的22億令吉水務相關競標合約中,該公司有望取得其中20%至30%合約,包括第2冷岳(Langat 2)和柔佛邊佳蘭(Pengerang)濾水站。
在更多正面新聞例如獲頒龐大合約出爐前,我們維持“增持”投資評級,目標價格為76仙。
實康4日(週二)閉市掛在64仙,跌1仙,成交量為51萬7000股。[中国报财经] |
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发表于 26-2-2014 08:02 PM
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今天起好多~不知有啥大事? |
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发表于 26-2-2014 10:37 PM
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有点后悔之前买进太少 |
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发表于 27-2-2014 10:40 AM
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kentg03 发表于 26-2-2014 10:37 PM
有点后悔之前买进太少
之前买了很多,现在有点后悔昨天没有卖掉!
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发表于 27-2-2014 10:41 PM
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娟娟3003 发表于 27-2-2014 10:40 AM
之前买了很多,现在有点后悔昨天没有卖掉!
哈哈,掉回下来了
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发表于 28-2-2014 12:52 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2013 | 31/12/2012 | 31/12/2013 | 31/12/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 91,093 | 61,445 | 169,761 | 182,146 | 2 | Profit/(loss) before tax | -16,117 | 2,040 | -26,472 | -1,411 | 3 | Profit/(loss) for the period | 34,067 | 16,334 | 58,598 | 31,462 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 20,257 | 8,106 | 24,585 | 11,282 | 5 | Basic earnings/(loss) per share (Subunit) | 3.34 | 1.56 | 3.79 | 2.20 | 6 | Proposed/Declared dividend per share (Subunit) | 3.00 | 1.00 | 3.00 | 1.00 |
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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 ($$) | 0.8400 | 0.8000 |
Type | Announcement | Subject | OTHERS | Description | PROPOSED FINAL DIVIDEND | The Board of Directors of Salcon Berhad ("the Company") is pleased to propose a final dividend of 3 sen (single tier tax exempt) per ordinary share of RM0.50 each in respect of the financial year ended 31 December 2013 for the approval of the shareholders at the forthcoming Company's Eleventh Annual General Meeting.
The proposed entitlement and payment dates for the final dividend shall be determined at a later date and announced accordingly. |
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发表于 16-4-2014 11:05 AM
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今天又起了!哈哈哈! |
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发表于 16-4-2014 01:50 PM
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发表于 16-4-2014 02:50 PM
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发表于 18-4-2014 03:46 AM
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Type | Announcement | Subject | OTHERS | Description | PROPOSED DEVELOPMENT OF LANGAT 2 WATER TREATMENT PLANT AND WATER RETICULATION SYSTEM IN SELANGOR DARUL EHSAN/WILAYAH PERSEKUTUAN KUALA LUMPUR (LANGAT 2 WTP AND WATER RETICULATION – PHASE 1)
PACKAGE 2A – CONSTRUCTION AND COMPLETION OF 1130 MLD LANGAT 2 WATER TREATMENT PLANT. | Salcon Berhad ("Salcon" or "the Company") is pleased to announce that SALCON MMCB AZSB JV SDN BHD, a jointly controlled entity of Salcon Engineering Berhad, a wholly-owned subsidiary of Salcon (36%), MMC Corporation Berhad (34%) and Ahmad Zaki Sdn Bhd (30%), a wholly-owned subsidiary of Ahmad Zaki Resources Berhad, had received the Letter of Acceptance dated 16 April 2014 issued by Pengurusan Aset Air Berhad for the following project:- Project | Duration | Contract Sum | Date of Acceptance | Proposed Development of Langat 2 Water Treatment Plant and Water Reticulation System in Selangor Darul Ehsan/Wilayah Persekutuan Kuala Lumpur (Langat 2 WTP and Water Reticulation - Phase 1) Package 2A - Construction and Completion of 1130 MLD Langat 2 Water Treatment Plant. | Thirty-Six (36) months | RM993,888,000.00 | 17 April 2014 |
(hereinafter referred as "the Project")
The Project is expected to contribute positively towards the earnings and net assets of Salcon Group for the financial years ending 31 December 2014, 31 December 2015, 31 December 2016 and 31 December 2017.
Salcon do not foresee any exceptional risks other than execution risks associated with the Project.
The Project will not have any effect on the share capital and substantial shareholders' shareholding of the Company.
None of the directors and/or major shareholders of the Company, or persons connected with them have any interest, direct or indirect, in the Project. |
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发表于 18-4-2014 04:29 AM
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Type | Announcement | Subject | OTHERS | Description | Notice to Warrant Holders in Relation to the Expiry and Last Date for the Exercise of Warrants 2007/2014 | The Board of Directors of Salcon Berhad ("Salcon" or "the Company") wishes to announce that pursuant to the terms and conditions stipulated in the Deed Poll dated 12 April 2007 and any deed supplemental thereto governing the Company's Warrants 2007/2014 ("Warrants"), the Exercise Rights of the Warrants will expire at 5.00 p.m. on Saturday, 17 May 2014. As this expiry date falls on a non-Market Day, the last date and time for the exercise of the Warrants pursuant to Section 54(1)(b) of the Interpretation Acts 1948 and 1967 will be at 5.00 p.m. on Monday, 19 May 2014.
Attached is the Notice to Warrant Holders in Relation to the Expiry and Last Date for the Exercise of Warrants 2007/2014.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1596501 |
Type of Securities | Warrants | Type of Expiry | Expiry/Maturity of the securities | Mode of Satisfaction of Exercise/Conversion Price | Cash | Exercise/Strike/Conversion Price | MYR 0.7500 | Exercise/ Conversion Ratio | 1:1 | Settlement Type/ Convertible into | Physical (Shares) | Last Date & Time for Trading | 29/04/2014 05:00 PM | Date & Time of Suspension | 30/04/2014 09:00 AM | Last Date & Time for Transfer into Depositor's CDS a/c | 09/05/2014 04:00 PM | Date & Time of Expiry | 19/05/2014 05:00 PM | Date & Time of Delisting | 20/05/2014 09:00 AM | 本帖最后由 icy97 于 19-4-2014 04:18 AM 编辑
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发表于 8-5-2014 03:45 AM
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Type | Announcement | Subject | OTHERS | Description | SALCON BERHAD (“SALCON” or “COMPANY”)
- ACQUISITION OF A SUBSIDIARY COMPANY | Pursuant to Paragraphs 9.19(23) and 10.05 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of Salcon wishes to announce the following transactions:- 1. Salcon had on 7th May 2014 subscribed for 200,000 ordinary shares of RM1.00 each in Volksbahn Technologies Sdn Bhd (Company No. 1038873-H) ("VTSB") for a total cash consideration of RM18.5 million, representing approximately 49.9999% of the total issued and paid-up capital of VTSB.
2. On the even date, Salcon entered into a Share Sale Agreement with Dato' Mohammad Hakim Low Bin Abdullah ("DMHL") to acquire 1 ordinary share of RM1.00 each in VTSB from DMHL for a cash consideration of RM5.0 million.
Please refer to the attachment for further details on the Transactions.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1616429 |
http://www.volksbahn.biz/ |
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发表于 24-5-2014 11:40 PM
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售子公司进账 实康净利飙5.76倍
财经新闻 财经 2014-05-24 11:08
(吉隆坡23日讯)脱售子公司获利,实康(SALCON,8567,主板贸服股)今年首季净利飙涨5.76倍,报1639万3000令吉或每股2.69仙。
上财年净赚242万3000令吉,或0.46仙。
归功于更高的利息收入,实康税前亏损从去年同期的66万3000令吉,收窄至14万9000令吉。
首季营业额报4042万2000令吉,较上财年3621万4000令吉,增11.62%。【南洋网财经】
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2014 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/03/2014 | 31/03/2013 | 31/03/2014 | 31/03/2013 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 40,422 | 36,214 | 40,422 | 36,214 | 2 | Profit/(loss) before tax | -149 | -663 | -149 | -663 | 3 | Profit/(loss) for the period | 31,010 | 7,741 | 31,010 | 7,741 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 16,393 | 2,423 | 16,393 | 2,423 | 5 | Basic earnings/(loss) per share (Subunit) | 2.69 | 0.46 | 2.69 | 0.46 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8300 | 0.8300 |
本帖最后由 icy97 于 25-5-2014 03:19 AM 编辑
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发表于 4-6-2014 04:27 AM
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EX-date | 21/07/2014 | Entitlement date | 23/07/2014 | Entitlement time | 05:00:00 PM | Entitlement subject | First and Final Dividend | Entitlement description | First and Special Final Single Tier Dividend of 3.0 Sen per Ordinary Share of RM0.50 each | Period of interest payment | to | Financial Year End | 31/12/2013 | 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 | Tricor Investor Services Sdn. Bhd.
Level 17, The Gardens North Tower,
Mid Valley City, Lingkaran Syed Putra,
59200 Kuala Lumpur
Tel No:03-2264 3883 | Payment date | 08/08/2014 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 23/07/2014 | 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 | 0.03 |
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发表于 5-6-2014 01:24 AM
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水務資產重組推動工程‧實康料為最大贏家
2014-06-04 17:34
(吉隆坡4日訊)實康(SALCON,8567,主板貿服組)未來數年將專注國內業務,料從大馬半島水務及廢水資產重組活動中受惠,推動其工程合約訂單成長,特別是第十大馬計劃下的水務/廢水相關領域開銷中潛在最大贏家。
聯昌研究指出,未來12至18個月,國家石油旗下柔州計劃——邊佳蘭石油提煉及石化綜合中心(RAPID)將頒發更多工程合約,可能成為實康新的成長領域,預料將成為下半年的價值重估催化因素。
或進行更多併購
聯昌的評估尚未納入該公司與綠盛世(ECOWLD,8206,主板產業組)潛在聯營產業發展計劃的利好,因該公司手握充裕現金,該行不排除可能進行更多併購活動,為公司帶來長期的复合收入。
該公司與綠盛世在柔佛州城市中心聯營(各持50%股權)綜合產業發展計劃,發展總值約為12億令吉。
若以稅前盈利賺幅20%為准,預料在未來5年裡每年為該公司帶來約2千萬令吉盈利。
實康在冷岳2水供過濾廠計劃的聯營合約佔36%,或等於3億5千800萬令吉,使它手握工程合約訂單從現有的2億8千500萬令吉,增加至6億4千500萬令吉,創下該公司工程合約的歷史新高水平。該公司每年完成1億5千萬令吉至2億令吉的工程。
該公司87%合約為本地工程,其餘則來自海外工程合約,主要是廢水及水供相關工程領域。冷岳2水供過濾廠計劃的第二階段工程料可達7億至12億令吉之間,若該公司在聯營公司持有相同股份,預料將為它帶來2億7千600萬至4億3千400萬令吉的新合約。
競標22億工程創新高
目前實康競標約22億令吉的新工程合約,包括國內外市場在內,創下歷史新高水平,與其他較大資本同業平起平坐。該公司管理層認為有希望取得20至30%的新合約,約4億至6億令吉。
實康以2千350萬令吉收購Volksbahn科技有限公司的50.1%股權,後者為大馬國家基建公司提供綜合科技服務,包括取得獨家權益為鐵道網絡及建築安置108公里的光纖電纜為期15年,預料每年淨利貢獻介於1千萬至1千500萬令吉。
聯昌指出,新工程合約的營運盈利,包括更多在今年下半年攫取的新合約,料將在2015年財政年作出約3千萬令吉的盈利貢獻,這不尚不包括Volksbahn科技有限公司的复合盈利在內。
實康的資產負債表健全,2013年財政年落在淨現金狀況,預料截至2014年財政年的淨現金,將達到逾4億令吉,胥視是否完成脫售中國資產。2014年首季為止的淨現金為4億零100萬令吉,而負債則從3億令吉下跌至3千140萬令吉。
聯昌認為,若以調整淨資產價值估值1令吉40仙的20%折價,實康的參考價值為每股1令吉12仙,該公司值得此估值主要是手握淨現金逾4億令吉,或是市值的76%或每股淨現金為57仙。
聯昌指出,若使用企業價值/淨利比方式為准,實康的2015年及2016年財政年的預測淨利,分別為3千300萬令吉至3千800萬令吉,企業價值/淨利比僅介於3至4倍水平,仍然便宜及具有吸引力。
收盤時,實康漲4.5仙至83仙,成交量為4千746萬零200股,為全場最熱門股項。(星洲日報/財經‧報道:李文龍)
财务稳固转盈在望 实康具43%上涨潜力
财经新闻 财经 2014-06-05 11:42
http://www.nanyang.com/node/626071?tid=462
本帖最后由 icy97 于 6-6-2014 12:04 AM 编辑
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发表于 22-6-2014 03:17 AM
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Notice of Interest Sub. S-hldr (29A)
Particulars of Substantial Securities HolderName | Havenport Asset Management Pte Ltd | Address | 36 Armenian Street, #06-11,
Singapore 179934 | NRIC/Passport No/Company No. | 201015315N | Nationality/Country of incorporation | Singapore | Descriptions (Class & nominal value) | Ordinary shares of RM0.50 each | Name & address of registered holder | 1. HSBC Nominees (Asing) Sdn Bhd
HSBC Malaysia Berhad
No. 2, Leboh Ampang,
50100 Kuala Lumpur
Malaysia
2. DB (Malaysia) Nominee (Asing) Sdn Bhd
Level 20 Menara IMC
8 Jalan Sultan Ismail
50250 Kuala Lumpur
Malaysia
3. Cartaban Nominees (Asing) Sdn Bhd
Level 16, Menara Standard Chartered
30 Jalan Sultan Ismail
50250 Kuala Lumpur
Malaysia |
Date interest acquired & no of securities acquired | Currency | Malaysian Ringgit (MYR) | Date interest acquired | 13/06/2014 | No of securities | 6,343,300 | Circumstances by reason of which Securities Holder has interest | Acquisition of Shares | Nature of interest | Deemed Interest | Price Transacted ($$) |
| | Total no of securities after change | Direct (units) |
| Direct (%) |
| Indirect/deemed interest (units) | 37,314,300 | Indirect/deemed interest (%) | 5.582 | Date of notice | 20/06/2014 |
Type of transaction | Date of change | No of securities | Price Transacted (RM) | Acquired | 16/06/2014 | 375,000 |
| Acquired | 17/06/2014 | 852,100 |
| Acquired | 18/06/2014 | 875,000 |
| Acquired | 19/06/2014 | 7,780,600 |
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Circumstances by reason of which change has occurred | Acquisition of Shares | Nature of interest | Deemed Interest | Direct (units) |
| Direct (%) |
| Indirect/deemed interest (units) |
| Indirect/deemed interest (%) |
| Total no of securities after change | 47,197,000 | Date of notice | 20/06/2014 |
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发表于 29-6-2014 02:26 AM
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多元化拓财源 实康拟进军新业务
财经新闻 财经 2014-06-28 12:12
(吉隆坡27日讯)实康(SALCON,8567,主板贸服股)准备进军新业务,持续扩大财源。
实康执行董事拿督梁国华表示,除了现有的三个核心业务,即水及污水工程、房产发展和近期新联营的光纤电缆业务,该公司已准备进军新业务。
“我们仍在寻觅其他商机,以寻找新营业额来源,辅助现有的情况。”
他昨天在实康的股东大会结束后,对记者发表谈话。
“我们也不想过于‘越界’。若能只专注于水及污水工程业务,是件好事。不过,领域其他业者也同样正进军新业务。”
入股光纤电缆
在把八个子公司脱售给北京水务集团后,该公司的净现金企于2亿3000万令吉。
梁国华称,入股光纤电缆公司Volksbahn科技是项好投资。
该公司是在5月7日,以2350万令吉购入Volksbahn科技50.001%股权。
“Volksbahn科技前景明朗,且有机会成为公司的新推动力。”
目前,水务业务仍是实康业绩的主要贡献,不过,他看好房产和光纤电缆业务将随后赶上,短中期内或与水务业务看齐。
梁国华表示,水务业务是周期性的,而后两者的商机则是不断扩大,令人感到雀跃。
该公司水务业务的订单约达9亿令吉,足以令公司忙碌未来3至4年;国内外的竞标书则是企于27亿令吉。
未来数月,他乐观看待该公司可赢得数项合约。【南洋网财经】 |
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发表于 11-8-2014 09:17 PM
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股海宝藏:实康多元业务撑盈利
股海宝藏 财经周刊 投资观点 2014-08-11 13:03
实康(SALCON,8567,主板贸服股)继续获得盈利的业务,是国内导向的业务,因为半岛进行的水务和排污重组计划对该公司有利。
长期而言,实康将是其中一家从第十大马计划下受惠的公司;而新增长领域,例如国油在依斯干达特区落实的RAPID计划,也将使它在获得新合约。
另外,与绿盛世(ECOWLD,8206,主板产业股)潜在的联营及可能更多的并购,也将确保它拥有长期的经常性收入。
整体而言,这些都是实康的重大机会,因此,就算股价至今已上涨34%,但是,它在下半年依然可能会被市场上修。
实康是亚洲著名水源及废水工程公司,它也提供加值服务,包括投资、设计、建筑、管理、运作和维修水源及废水处理厂和相关设施。
于1974年4月创立以来,实康已在大马、泰国、越南、斯里兰卡和中国,完成超过900项水源及废水处理计划。目前,实康在越南胡志明市拥有和运作一座水源处理厂,每天处理量1亿公升。
实康也多元化至产业发展,抵销建筑和基建盈利放缓的冲击。
2012年,在士拉央开始首个产业项目,名为Res280。该集团计划进一步发出产业,它建议与绿盛世在柔佛市中心发展一块12.5英亩的地段,发展总值为12亿令吉。这是一项50对50的联营综合发展计划,包括店屋、住宅以及公寓等。
新收购展望正面
随着以5亿1800万令吉脱售中国水务资产,以及获得3亿6900万令吉净现金收益后,实康过后收购Volksbahn Technologies私人有限公司50.1%股权,成交价为2350万令吉。
Volksbahn Technologies公司为国家基建公司(Prasarana)旗下提供综合科技服务公司。
后者的资产包括巴生谷的轻快铁和单轨火车网络。
根据联昌国际的报告,这公司估计的资本开销为1500万令吉,预料每年的净利贡献介于1000万至1500万令吉。分析员这次的收购看法正面,因为新的轻快铁线于2015/2016年投入服务后,市场需求将会大增。
此外,实康预料会于2014下半年与一家电讯公司签约。
现金丰厚 可多并购
实康截至3月14日为止的净现金约为4亿令吉,相等于市值的68%。管理层已经将约3000万或每股4仙(来自脱售中国资产的3亿6900万令吉收益)派发给股东。
此外,其他闲置的现金让它有本钱进行更多并购。
随着2014年4月获得冷岳河2水源处理厂计划后,它的合约总值达到6亿4200万令吉,分析员认为,这显示了该集团的竞争力。在这项联营计划中,实康占36%、马矿业(MMCCORP,2194,主板贸服股)占34%以及阿末查基(AZRB,7078,主板建筑股)占30%。
以股权比例计划,实康在这项联营计划占有3亿5800万令吉,使得它的合约总值超过6亿4200万令吉。
冷岳河2水源处理厂计划第2期可能较小,不过还是有相当规模。联昌国际也不排除实康可以从有关计划,获得运作及维修合约,因为实康拥有良好记录。
冷岳河2动工 明年净利看涨
2014财年开始转亏为盈。不包括来自脱售中国资产的资金,实康将会于2014财年开始转亏为盈,因为冷岳河2计划以及现有计划及时动工,这项部份的业务将于2014年下半年开始做出贡献,净利于2015财年可能飚升至3000万令吉。
根据联昌国际,来自新企业的营运盈利,包括冷岳河2计划以外的新计划,将是2015财年达到3000万令吉净利(介于8至10%税前盈利赚幅)的贡献来源(不包括VolksbahnTechnologies公司的新潜在盈利贡献)。
分析员认为,实质净资产价值是反映实康价值的最佳估值方式。如果以实质净资产价值1.40令吉折价20%计算,实康的合理价值为1.12令吉(参照表A)。
截至2014年第一季,实康蒙受净营运亏损(不包括中国的无法持续的业务)。
竞标22亿合约 历来最高
实康目前竞标总共22亿令吉的合约(60%国内,40%海外)是历来最高,管理层预测成功率为20至30%。
实康拥有全面的水源及废水处理专业技术,因此可以取得整个供应链的其他机会,包括防止水源流失服务。
联昌国际相信,接下来的一系列合约将会是来自国内,主要是来自水源/废水相关的计划,以及国油的RAPID基建工程。
免责声明
本文分析仅供参考,并非推荐购买或脱售。
投资前请咨询专业金融师。
慧眼
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