【MUIIND 3891 交流专区】马联工业

APULA

邱繼炳離婚官司纏身之際‧馬聯洽售資產引關注
2014-11-30 10:26
http://biz.sinchew.com.my/node/106424
     
（吉隆坡29日訊）企業大亨丹斯里邱繼炳離婚案持續佔據大馬和英國報章頭條，投資者都對其資產豐富的旗艦公司――馬聯工業（MUIIND,3891,主板貿服組）放眼脫售資產來釋放價值消息感到興奮。

馬聯工業在暫停4日股票交易後，宣佈正“認真地”與潛在賣家洽談，探討脫售集團旗下特定重大資產來兌現價值的可能性，惟同時提醒股東相關洽談的最終結果仍不明確。

市場人士認為，買賣雙方可能認為能在上週二達成共識，但最終卻沒有結果，而股票也得重新交易。

馬聯工業雖未詳細說明涉及何項資產和其價值有多顯著，但考量集團往往對資產脫售傳言感到緊張，因此投資者可從需要停盤4日的重大宣佈，窺見價值有多重大。

市場觀察員指出，馬聯工業資產潛在市值可能比其企業價值（EV）的13億4千萬令吉來得高，其中“瑰寶”包括市值料高達2億英鎊（約10億6千萬令吉）的英國海德公園廓思酒店（Corus Hotel）。

馬聯工業在2001年收購海德公園廓思酒店，而相關資產現於其資產負債表的淨賬面值卻僅有2億5千750萬令吉。

同時，VPC Alliance（吉隆坡）私人有限公司董事經理黃廣安向《The Edge》透露，吉隆坡廓思酒店估值可能達2億1千200萬令吉，而馬聯工業持有的2塊安邦路土地總市價有望達1億2千780萬令吉。

除豐富的產業資產，馬聯工業也握有百貨集團美羅再也（Metrojaya）的94.52%股權、倫敦上市的奢華家飾品牌Laura Ashley控股的35.17%股權，以及馬聯產業（MUIPROP,3913,主板產業組）、泛馬機構（PMCORP,4081,主板消費品組）、泛馬控股（PMHLDG,1287,主板旅店組）等多家上市公司的顯著股權。

無論馬聯工業有何打算，但游禮發產業（YNHPROP,3158,主板產業組）大股東拿督游光春顯然已看見其增長潛能。

馬聯工業2013年報顯示，游春光以1.53%持股躋身30大股東行列，但其並未在2012年報出現，顯然持股是在2013年下半年至今年初累積所得。



（星洲日報／財經‧The Edge專版）

icy97

淺談馬聯工業

2014-12-04 09:07      
在80年代紅透半邊天的丹斯里邱繼炳，及旗艦上市公司馬聯工業（MUIIND,3891,主板貿服組），最近突然成了市場極感興趣的熱門話題。

無論是邱繼炳與前美姐蔡秀萍的離婚案，還是馬聯工業醞釀中的重大資產脫售計劃，都讓市場熱烈討論；其中，被許多人認為“全身是寶”的馬聯工業，更重新崛起成投資者相競買賣的熱門股之一。

馬聯工業是家擁有多元業務的公司，涉足零售、酒店、食品、產業等領域；截至今年9月30日止，馬聯工業首9個月淨虧307萬6千令吉，營業額則跌6.18%至4億4千118萬5千令吉。

此外，該公司擁有總資產達20億零507萬令吉，總負債則有10億零378萬4千令吉，每股資產26仙（3日閉市價26仙），加上總股本高達29億3千256萬1千股，且盈利能力漂浮，乍看之下並無特別誘人之處。

然而，由於旗下資產許久不曾重估，市場人士普遍預測實際價值已遠高賬面值，也就是說現有每股26仙淨資產值，仍有大幅上升的空間。

有鑑於此，當馬聯工業上週宣佈正售“重大資產”後，公司股價立即做出反應，在兩個交易日內上漲4仙或17.39%，因投資者期待重大資產脫售計劃可能帶來特別息機會，至少能大幅改善公司財務地位。

其中，被譽為馬聯工業“瑰寶”的酒店資產，就被市場認為是潛在脫售目標。

據市場人士預測，馬聯工業位於英國海德公園的廓思酒店（Corus Hotel），目前市值料已高達2億英鎊（約10億6千萬令吉），吉隆坡廓思酒店估值則可能達2億1千200萬令吉，兩塊安邦路土地總市價則可能達1億2千780萬令吉。

如此看來，若馬聯工業脫售酒店資產，並把部份所得資金回退給股東，投資者確實可能會有不少收穫；然而，筆者卻有些個人意見，各位不妨參考。
第一，馬聯工業旗下資產雖然值錢，但同時也仍背負約8億6千萬令吉貸款（現金則有2億7千510萬令吉）。

第二，首9個月業績顯示，酒店業務合計為馬聯貢獻1億3千615萬令吉營業額，和2千588萬令吉稅前盈利，是首9個月業績的最大盈利貢獻源，脫售酒店資產意味馬聯將同時完全或大幅失去這筆收入來源。

第三，馬聯工業近年來亦曾進行了數次資產脫售計劃，包括一些價值不菲的資產，卻不曾把資金回退給股東。

綜合上述3點，我們就不難意識到，即使馬聯工業確實脫售重大資產，所得資金的用途卻未明朗化；就算真如投資者期待般派發特別息，可在高債務、龐大股本和發展資金需求等影響因素面前，每股股票實際上可分得多少錢，也是投資者在期待特別息時，該慎重考慮的問題。（星洲日報／焦點評析‧作者：李三宇）

icy97

脱售泛马控股近70% 马联合工业获利4千万

二零一四年十二月十三日 晚上七时一分
（吉隆坡13日讯）马联合工业有限公司（MUIIND，3891，贸易服务组）将以总值7712万4000令吉，或每股12仙代价，脱手泛马控股有限公司（PMHLDG，1287，酒店组）的69.192%股份，予拿督游光春，这项行动旨在脱售其非核心资产及降低其银行借贷。

在致给大马交易所的文件中，马联合工业指出，旗下6家子公司已经与游光春签署一份股票脱售协议，以转手在泛马控股的6亿4270万股股票。

“所筹得的6000万令吉资金，将用作偿还马联合工业的银行借贷，而余额则将充作其他营运资本用途。”

马联合工业是富商丹斯里邱继炳控股47.67%的旗舰公司，它预料将从这项脱售中获得约4000万令吉的赚益，相等于每股净赚1.3仙。

其每股净资产值将从27仙提高到28仙，至于负债率则将由1.25倍降至1.09倍。

在个别文件中，泛马控股向大马交易所透露，随着上述股票交易的完成，游光春与相关人士的合共持股，将从5.33%大幅提高到74.522%。

马联合工业上个月已向大马交易所表示，正与潜在团体展开洽商，以探讨脱售一些‘重大资产’，释放它们价值的可能性。

而游光春则是游礼发产业有限公司（YNHPROP，3158，产业组）主席，同时也出任佳捷协作有限公司（RAPID，7765，工业产品组）董事。【光华日报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	MALAYAN UNITED INDUSTRIES BERHAD (“MUI” OR “COMPANY”) PROPOSED DISPOSAL BY ACQUILINE SDN BHD, LOYAL DESIGN SDN BHD, MALAYAN UNITED MANAGEMENT SDN BHD, MUI MEDIA LTD, MUI PROPERTY SERVICES SDN BHD AND MEGAWISE SDN BHD, THE SUBSIDIARIES OF MUI, OF THE 642,700,783 ORDINARY SHARES, REPRESENTING 69.192% OF THE ISSUED AND PAID UP SHARE CAPITAL OF PAN MALAYSIA HOLDINGS BERHAD FOR A TOTAL DISPOSAL CONSIDERATION OF RM77,124,094
The Company wishes to announce that Acquiline Sdn Bhd, Loyal Design Sdn Bhd, Malayan United Management Sdn Bhd, MUI Media Ltd, MUI Property Services Sdn Bhd and Megawise Sdn Bhd, the subsidiaries of MUI, had on 12 December 2014 entered into a shares sale agreement with Dato’ Dr Yu Kuan Chon to dispose of 642,700,783  ordinary shares representing 69.192% of the issued and paid-up share capital of Pan Malaysia Holdings Berhad for a total disposal consideration of RM77,124,094. Please refer to the attachment for further information. This announcement is dated 12 December 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1824509

Attachments MUI-Proposed Disposal of PMH Shares.pdf

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	MALAYAN UNITED INDUSTRIES BERHAD (“MUI” OR “COMPANY”) PROPOSED DISPOSAL BY ACQUILINE SDN BHD, LOYAL DESIGN SDN BHD, MALAYAN UNITED MANAGEMENT SDN BHD, MUI MEDIA LTD, MUI PROPERTY SERVICES SDN BHD AND MEGAWISE SDN BHD, THE SUBSIDIARIES OF MUI, OF THE 642,700,783 ORDINARY SHARES, REPRESENTING 69.192% OF THE ISSUED AND PAID UP SHARE CAPITAL OF PAN MALAYSIA HOLDINGS BERHAD FOR A TOTAL DISPOSAL CONSIDERATION OF RM77,124,094
Reference is made to the Company’s announcements dated 12 December 2014. The Company wishes to announce that the disposal consideration of RM0.12 per share for Pan Malaysia Holdings Berhad ("PMH") is based on Net Assets ("NA") in its audited financial statements for the financial year ended 31 December 2013, calculated as follows:- NA of PMH as at 31 December 2013 is RM60.05 million In addition, there is a value gain of RM35.55 million in PMH’s Port Dickson hotel property from book value of RM24.45 million to current estimated market value of RM60 million Therefore the estimated adjusted NA is RM95.6 million Adding a premium of approximately RM16 million, the net worth of PMH is estimated to be approximately RM111.6 million Dividing the above net worth by PMH’s current share base of 928,867,411 gives rise to Disposal Consideration of approximately RM0.12 per share This announcement is dated 17 December 2014.

APULA

整个集团的股票都大涨咯。。。。rm0.315...

icy97

傳邱繼炳售股‧馬聯工業與子公司受追捧

2014-12-31 18:32      
（吉隆坡31日訊）市場猜測企業大亨丹斯里邱繼炳或將脫售手中的馬聯工業（MUIIND,3891,主板貿服組）股權，引發該集團與旗下子公司近日交投活躍起來，連日來可在10大熱門榜發現蹤影。

徘徊10大熱門榜

繼早前宣佈脫售泛馬控股（PMHLDG,1287,主板旅店組）股權後，市場也開始猜測邱繼炳將會繼續有進一步的撤資動作，致使旗下各上市公司一改即往的平淡交投風格，接連受到市場的追捧。

馬聯工業在週三以5千948萬成交量成為全場第四熱門股項；旗下的66.5%權益子公司——泛馬機構（PMCORP,4081,主板消費品組）也在當天錄得6千175萬股的交投，成為全場第三大熱門股。

馬聯工業股價於週三上揚1仙，以30仙結束2014年交易，全日最高一度去到31.5仙。

此外，泛馬控股和馬聯工業在週一（29日）也各起9仙及2仙，成交量分別達2千718萬6千股以及2千621萬1千股，為全場第八大和第九大熱門股。

馬聯工業在週二持續價量齊升的趨勢，股價漲0.5仙，並以9千零71萬4千股的交投成為全場第二大熱門股；泛馬機構（PMCORP,4081,主板消費品組）也在當天漲8.5仙，成交量達6千530萬股，登上熱門榜第四位置。

據英文報《星報》引述一名銀行家指稱，馬聯工業與旗下子公司近期熾熱的交投，是基於市場預期將會出現更多的企業活動。

“有鑑於早前的泛馬控股脫售建議，邱氏的確有可能會脫售他在馬聯工業的股權。”

馬聯工業是在12月中旬宣佈，以7千712萬令吉現金價，將旗下泛馬控股的69.2%股權全數脫售予游禮發產業（YNHPROP,3158,主板產業組）大股東游光春。

游光春持股率有減無增

市場早前盛傳游光春也有意增持在馬聯工業的持股，但另有內部消息否認了這一傳言。根據《彭博社》資料顯示，游光春目前在馬聯工業的持股率為1.3%，相較於該集團2013年年報所顯示的1.53%，意味著游光春的持股率有減無增。

自宣佈脫售泛馬控股建議以來，馬聯工業迄今的股價漲幅已達30.43%，而旗下各掛牌子公司股價也紛紛走高，其中泛馬控股同時期的漲幅高達340.91%，泛馬機構共漲86.11%，馬聯產業（MUIPROP,3913,主板產業組）則漲22.39%。

截至週三為止，馬聯工業的市值達8億7千978萬令吉，惟單單旗下的倫敦海德公園廓思酒店便值2億英鎊（10億8千萬令吉）。

“上述股票受到追捧並不意外，考慮到其內在價值遠遠更高。”該名銀行家說道。（星洲日報／財經）


传邱继炳将脱售 马联工业泛马价量齐升
http://www.nanyang.com/node/672392?tid=462

david2911

今天muiind有新闻哦~
刚刚6：30公布的`~

david2911

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	MALAYAN UNITED INDUSTRIES BERHAD (“MUI” OR “COMPANY”) PROPOSED ACQUISITION BY CORUS HOTELS SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF MUI, OF THE ENTIRE ISSUED AND PAID UP SHARE CAPITAL OF TWO HOLDINGS SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF PAN MALAYSIAN INDUSTRIES BERHAD FOR A PURCHASE CONSIDERATION OF RM26.3 MILLION
Reference is made to the Company’s announcements dated 30 June 2014, 2 July 2014 and 8 July 2014("Announcements") in relation to the Proposed Acquisition. Unless otherwise stated, the definitions used in this announcement shall carry the same meanings as defined in the Announcements. MUI wishes to announce that Corus Hotels Sdn Bhd had on 6 February 2015 completed the Proposed Acquisition. This announcement is dated 6 February 2015.

icy97

Date of change	18/02/2015
Name	Deng Heng Fatt
Age	47
Nationality	Malaysian
Designation	Chief Financial Officer
Type of change	Resignation
Reason	Pursue other career opportunities

APULA

馬聯合工業 全年淨虧696萬
財經企業24 Feb 2015 23:00
http://www.chinapress.com.my/node/601622

（吉隆坡24日訊）國內零售、酒店、飲食、房產及金融業務表現褪色，馬聯合工業（MUIIND，3891，主要板貿服）截至2014全年淨利由盈轉虧，從去年同期的628萬4000令吉淨利，轉為695萬8000令吉淨虧。

馬聯合工業向馬證交所報備，全年營業額按年下跌8%至6億826萬令吉。

根據報備文告，馬聯合工業末季淨虧按年收小64%至388萬2000令吉，主要動力是英國零售Laura Ashley 控股業務表現良好。

末季營業額按年跌8%至1億6707萬令吉，因特定百貨公司零售成長表現走弱。

開市報跌的馬聯合工業今早9時45分起暫停交易1小時后，在10時45分恢復交易依然遊走在負間區，閉市收在25仙，跌1.5仙，成交量832萬2100股。

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	167,075	181,566	608,260	663,374
2	Profit/(loss) before tax	-10,125	-16,611	-2,923	24,738
3	Profit/(loss) for the period	-7,474	-19,085	-8,805	11,897
4	Profit/(loss) attributable to ordinary equity holders of the parent	-3,882	-11,022	-6,958	6,284
5	Basic earnings/(loss) per share (Subunit)	-0.13	-0.38	-0.24	0.21
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 ($$)	0.2692		0.2654

david2911

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	MALAYAN UNITED INDUSTRIES BERHAD (“MUI” OR “COMPANY”) PROPOSED DISPOSAL BY ACQUILINE SDN BHD, LOYAL DESIGN SDN BHD, MALAYAN UNITED MANAGEMENT SDN BHD, MUI MEDIA LTD, MUI PROPERTY SERVICES SDN BHD AND MEGAWISE SDN BHD, THE SUBSIDIARIES OF MUI, OF THE 642,700,783 ORDINARY SHARES, REPRESENTING 69.192% OF THE ISSUED AND PAID UP SHARE CAPITAL OF PAN MALAYSIA HOLDINGS BERHAD FOR A TOTAL DISPOSAL CONSIDERATION OF RM77,124,094 ("PROPOSED DISPOSAL")
Reference is made to the Company’s announcements dated 12 December 2014 and 17 December 2014 ("Announcements") in relation to the Proposed Disposal. Unless otherwise stated, the definitions used in this announcement shall carry the same meanings as defined in the Announcements. MUI wishes to announce that the Vendors and the Purchaser had on 11 March 2015 mutually agreed to extend the Cut-Off Date to fulfil the Condition Precedent for a further period of one (1) month commencing from 12 March 2015 and expiring on 11 April 2015. This announcement is dated 11 March 2015.

icy97

Date of change	14/04/2015
Name	Wong Shuk Fuen
Age	45
Nationality	Malaysian
Type of change	Others
Designation	Chief Financial Officer
Qualifications	Ms Wong Shuk Fuen is a qualified accountant of 22 years experience and a member of The Chartered Institute of Management Accountants - ACMA, CGMA, United Kingdom and Malaysia Institute of Accountants - Chartered Accountant, Malaysia.
Working experience and occupation	Ms Wong Shuk Fuen started her accounting career as an Accounts Officer at Guolene Plastic Products Sdn Bhd before moving on to various senior accounting and financial position in Kenneison Brothers Groups. Prior to joining the MUI Group, she was the Group Accountant and Vice President of AlloyMtd Group, a leading Asian infrastructure conglomerate operating in the global market.

Ms Wong Shuk Fuen's designation in the Company is the Financial Controller and not Chief Financial Officer. She has been designated as the person primarily responsible for the management of the financial affairs of the Company.

icy97

Type	Announcement
Subject	OTHERS
Description	MALAYAN UNITED INDUSTRIES BERHAD ("the Company")Variance between unaudited results as announced on 24 February 2015 and the audited results for the financial year ended 31 December 2014
The Company wishes to announce that it had submitted its audited financial statements for the financial year ended 31 December 2014 to Bursa Malaysia Securities Berhad ("Bursa Securities") on 30 April 2015. In compliance with Paragraph 9.19 (35) of the Main Market Listing Requirements of Bursa Securities, the Company wishes to inform that there is a deviation of 75% between the Group's profit after tax and non-controlling interest stated in the audited financial statements for the financial year ended 31 December 2014 and the Group's profit after tax and non-controlling interest stated in the unaudited financial statements for the financial year ended 31 December 2014 announced on 24 February 2015. The deviation is reconciled and explained as attached. This announcement is dated 30 April 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4725613

Attachments MUI-Variance of results.pdf

APULA

gateux 发表于 12-12-2013 02:20 AM
这支股应该是时候进货了。。。

RM0.205.....哈哈可以再买进了。。。。

APULA

Rm0.20......

icy97

icy97 发表于 13-12-2014 08:14 PM
脱售泛马控股近70% 马联合工业获利4千万

二零一四年十二月十三日 晚上七时一分

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	MALAYAN UNITED INDUSTRIES BERHAD (MUI OR COMPANY)PROPOSED DISPOSAL BY THE SUBSIDIARIES OF MUI OF THE 642,700,783 ORDINARY SHARES, REPRESENTING 69.192% OF THE ISSUED AND PAID UP SHARE CAPITAL OF PAN MALAYSIA HOLDINGS BERHAD
Reference is made to the Company’s announcements dated 12 December 2014, 17 December 2014, 11 March 2015 and 10 April 2015 ("Announcements") in relation to the Proposed Disposal. Unless otherwise stated, the definitions used in this announcement shall carry the same meanings as defined in the Announcements. MUI wishes to announce that the Securities Commission Malaysia had vide its letter dated 7 May 2015 addressed to PMS (a subsidiary of Pan Malaysia Capital Berhad which in turn is the associated company of PMH), rejected PMS’s application for change of controlling shareholder. The Board will deliberate on the next course of action to be taken and will make the relevant announcement in due course. This announcement is dated 11 May 2015.

APULA

PolisDiRaja 发表于 25-11-2014 12:27 PM
希望是好消息，在两个礼拜前买进了少少。。。

买阿。。。RM0.20

PolisDiRaja

APULA 发表于 25-5-2015 03:47 PM
买阿。。。RM0.20

已经卖掉很久了。。。。。赚了的钱也不知道花去哪里了。。。。

APULA

各项业务表现欠佳　马联合工业转亏
二零一五年六月十四日 晚上六时四十三分
http://www.kwongwah.com.my/news/2015/06/14/89.html

（吉隆坡14日讯）马联合工业有限公司（MUIIND，3891，贸易服务组）公布，在截至2015年3月31日止第1季度，录得1015万令吉的税前亏损，但在去年同期取得10万7000令吉的税前利润。

该集团致函大马交易所说，至于营业额则由之前的1亿940万令吉下降至1亿668万令吉，主要是来自零售、食品与糖果，以及产业业务收入较低所致。

在英国零售业务中，旗下的罗兰爱什莉控股有限公司公布，在现财年首2个月的销售，取得3%的增长。

在国内的零售业务，子公司Metrojaya有限公司在本财政年录得营业额4420万令吉，较去年同期的4650万令吉为少。

此外，本地酒店业务和斯普林希尔城镇的产业发展项目，皆在现财政年度录得较低的收入和税前利润。

此外，该集团的金融业务方面，旗下的环球证券经纪业务在本财政年转盈，而在上年同期则陷入亏损。

至于食品和糖果业务，它们在现财政年录得较低的营业额和税前亏损。

3891    MUIIND    MALAYAN UNITED INDUSTRIES BHD

Quarterly rpt on consolidated results for the financial period ended 31/03/2015

Quarter: 1st Quarter Financial Year End: 31/12/2015 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/03/2015 31/03/2014 31/03/2015 31/03/2014 RM '000 RM '000 RM '000 RM '000 1 Revenue 106,676 109,402 106,676 109,402 2 Profit/Loss Before Tax -10,145 107 -10,145 107 3 Profit/(loss) attributable to ordinary equity holders of the parent -14,400 -2,916 -14,400 -2,916 4 Net Profit/Loss For The Period -13,423 -1,586 -13,423 -1,586 5 Basic Earnings/Loss Per Shares (sen) -0.49 -0.10 -0.49 -0.10 6 Dividend Per Share (sen) 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 (RM) 0.2686 0.2662

APULA

PolisDiRaja 发表于 25-5-2015 03:50 PM
已经卖掉很久了。。。。。赚了的钱也不知道花去哪里了。。。。

再排队。。。。。RM0.185