【DRBHCOM 1619 交流专区】多元重工业

ahlock

多元重工业为Puspakom新优惠
多元重工业补阳的全资子公司Puspakon保安局签署了一项特许权协议，每年与政府新的15继续进行车辆检验。 根据最新的让步，Puspakom将于2009年9月开始至2024年8月的“预定的特许经营费”在一个秘密的政府部门及利率将被允许收取检验费为每个，根据一项由DRB的河辰提交到去年大马星期五。 “特许权允许Puspakom继续机动车辆检验和试验活动，将进一步加强重工业服务部门DRB的，”该公司说，在备案。
DRB-Hicom inks new concession for Puspakom
DRB-Hicom Bhd’s wholly-owned unit Puspakon SB has signed a new 15-year concession agreement with the government to continue carrying out vehicle inspection. Under the latest concession, Puspakom will pay a “predetermined concession fee” at an undisclosed rate to the government beginning September 2009 to August 2024 and will be allowed to collect fees for each inspection, according to a filing by DRB-Hicom to Bursa Malaysia last Friday. “The concession allows Puspakom to continue motor vehicles inspection and testing activities which will further strengthen the services sector of DRB-Hicom,” the company said in the filing. (Malaysian Reserve)

ahlock

Price Target date: 28/02/2011   |  Source: HWANGDBS

KUALA LUMPUR: Hwang DBS Vickers Research (HDBSVR) said DRB-Hicom Holdings Bhd is on track for a record year.

It said on Monday, Feb 28 that DRB-Hicom reported 3QFY11 net profit of RM110m (-17% qoq, +6% yoy), taking 9MFY11 net profit to RM400m (+88% yoy).

'This is in line with our RM539m forecast for the full year. While 3QFY11 automotive revenue fell 24% qoq to RM800m, EBIT was 14% higher at RM59m with margins expanding to 6% from 4% a quarter ago,' it said.

HDBSVR said this was likely due to better scale and overall lower costs for assembly and manufacturing.

Meanwhile, the 9MFY11 automotive division EBIT surged six-fold to RM133m. And services division EBIT - largely driven by its bank and concession businesses ' inched up 3% to RM282m (63% of group EBIT). DRB declared 2 sen gross interim DPS.

'Next catalysts. These are: (i) conversion of LOI for Deftech worth a potential RM8bn with lucrative margins, and (ii) privatization of Alam Flora in other states in Malaysia, which had received approval from Parliament a few years ago,' it said.

HDBSVR said it believed the conversion of LOI to LOA is forthcoming given the recent agreement between Deftech and FNSS Turkey to purchase 257 units of armoured carrier frames coupled with the intellectual property rights.

The research house said this will also allow it to export to the Asia-Pacific region. We have not factored these into its SOP value or EPS.

'In the medium term, the eventual divestment of 30% of Bank Muamalat (RM600m at 1.4x BV) and revival of property launches will boost FCF and may pave the way for a more formal dividend policy.

'High conviction BUY, TP RM3.55. The stock still offers unbeatable value at 6.4x FY12F PE and 0.7x P/NTA. Our target price, based on 20% discount to SOP, offers 79% upside,' it said.
'高强力买入，目标价RM3.55
http://www.theedgemalaysia.com/business/182372-hdbsvr-drb-hicom-on-track-for-record-year.html

duncan2

回复 85# ahlock


    今天跌到阿妈都不认的了...可以加码吗?

ahlock

回复  ahlock


    今天跌到阿妈都不认的了...可以加码吗?
duncan2 发表于 28-2-2011 04:54 PM

    哗唠 西北够够力的暴跌,虧多
了~~~

ahlock

多元重工業第3季淨賺1.1億

（吉隆坡25日訊）多元重工業（DRBHCOM，1619，主板工業股）2011財政年第三季淨利（截至12月31日）按年成長6.35%，至1億1009萬8000令吉，去年同期為1億零352萬8000令吉。

此外，其營業額從去年同期的15億7307萬1000令吉，按年上揚2.02%，至16億零491萬5000令吉。

另外，該公司首九個月淨利按年激增87.88%，至4億零7萬2000令吉，去年同期為2億1293萬8000令吉；其營業額則從去年同期的47億2405萬1000令吉，按年上升1.74%，至48億零617萬4000令吉。

同時，該公司宣佈派發每股2仙的中期毛股息。

另一方面，多元重工業也發文告宣佈，其子公司--Puspakom與大馬政府簽署特許經營權協議，以進行汽車檢驗和測試、經營，管理和維修汽車測試中心、發出檢驗證書、以及收取和保留每項檢驗的費用。

該公司指出，這項協議讓該公司能夠持續目前的汽車檢驗和測試活動，進一步加強多元重工業的服務領域。同時，估計這項協議能夠為該集團未來業績帶來正面的貢獻。

http://www2.orientaldaily.com.my ... A500RW722Qh2jO76t73

taxi

够够力的暴跌.....

Rainbow25

明天会升回来吗？！
想买回，在它Rm2.12的时候卖了它～～

Jackey86

DRB今天在跌！


(posted by mobile)

ahlock

RM7.5bn project for DRB-HICOM
DRB-Hicom Bhd is poised to receive a letter of award to supply 257 units of armoured personnel carriers (APCs)
worth up to RM7.5bn from the overnment, this week, people with knowledge of the project financing said.
Business Times understands that a group of banks are preparing to provide partial financing for the project. A
group of banks led by Maybank, RHB Bank and AmBank are helping to arrange the syndicated loan and other
financing, which could be worth as much as RM3.5bn. Under the terms of the contract, DRB-HICOM will deliver
the armoured-wheeled vehicles to the Government by 2016. The group will come out with the first vehicle
sometime early next year. DRB-HICOM's defence unit, DRB-HICOM Defence Technologies SB (DEFTECH), will
be undertaking the project. DEFTECH is to build 12 variants of the APC from the base vehicle, including
personnel carrier, anti-tank weapon carrier, command and control and anti-aircraft weapon vehicles. "The
contract is for a seven-year period," said a finance executive familiar with the massive project. (BT)

http://www.btimes.com.my/Current_News/BTIMES/articles/20110307101147/Article/index_html

[size=100%][size=100%]HawangDBS说，它吨经媒体报道，多元重工业Bhd是准备获颁信提供价值高达RM7.5亿元的政府本周257辆装甲运兵车单位（装甲运兵车）。

[size=100%][size=100%]我们重申我们的'买入'评级，目标价RM3.55（TP）的基础上百分之二十的折扣我们SOP的价值。

[size=100%][size=100%]最近selldown HwangDBS认为是过度，并提供一个机会，积累这一消息提前流。

[size=100%][size=100%]2011年第三季度的结果也表明本公司是其方式达到创纪录的一年。 [size=100%]- 路透社


Read more: Buy DRB-Hicom: HwangDBS http://www.btimes.com.my/Current_News/BTIMES/articles/20110307101147/Article/index_html#ixzz1FsRQoWYD

ahlock

Type : Announcement
Subject : OTHERS



Description : DRB-HICOM BERHAD (“DRB-HICOM” OR “COMPANY”)
ACCEPTANCE OF LETTER OF AWARD (“LOA”) FROM THE GOVERNMENT OF MALAYSIA TO DRB-HICOM DEFENCE TECHNOLOGIES SDN BHD (“DEFTECH”) IN RELATION TO THE MANUFACTURE, SUPPLY AND DELIVERY OF ARMOURED WHEELED VEHICLES  


Announcement Details/Table Section :

Further to the announcement dated 20 April 2010, DRB-HICOM is pleased to announce that its wholly-owned subsidiary, DEFTECH had accepted the Letter of Award dated 23 February 2011 from the Government of Malaysia to design, develop, manufacture, commission, supply and delivery of two hundred and fifty seven (257) units of twelve (12) variants of the 8 x 8 Armoured Wheeled Vehicles (AWV) (“Contract”). The Contract valued at RM7.55 billion is for a period of 7 years commencing from 2011.

DEFTECH, via this Contract, will spur and enhance the growth of the Malaysian economy through an economic enhancement program which consists of transfer of advanced defence technologies from its technology partners and original equipment manufacturers (“OEM”), research & development and local vendors development.

DEFTECH will also own its first intellectual property rights on armoured wheeled vehicle systems and sub-systems. Many new local OEMs will be created through direct and indirect foreign investments during the duration of the Contract and this will generate increased employment for the local defence industry.

Close collaboration with its technology partners and principal OEMs will also enhance the capabilities and knowledge of not only DEFTECH’s employees but create a knowledgeable workforce for the local defence industry including acquiring competencies in project management, supply chain management particularly defence business processes as well as systems engineering, amongst others.

The Contract will not have any material effect on the earnings, gearing and net assets of DRB-HICOM Group for the financial year ending 31 March 2011. However, the Contract will contribute positively to the future earnings of the Group.

None of the Directors and/or substantial shareholders of DRB-HICOM and persons connected with them have any interest, direct or indirect, in the said Contract.

This announcement is dated 7 March 2011.

ahlock

类型：公告
主题：其他



说明：多元重工业有限公司（“多元重工业”或“公司”）
信件奖励从马来西亚政府（“协议书”）验收多元重工业，现代防御技术SDN BHD公司就生产，供应和交付（“DEFTECH”）装甲轮式车辆  


公告详情/表款：

继2010年4月20日宣布，多元重工业很高兴地宣布，其全资附属公司，DEFTECH已经接受了日，马来西亚政府设计，开发，制造，调试，供应和2011年2月23日的信奖交付二百五十七（257）十二（12）变种单位的8 × 8轮式装甲车辆（大气含水量）（“合同”）。 在RM7.55亿美元的合同是7年，从2011年开始的时期。

DEFTECH，通过此合同，将通过刺激经济和加强计划，加强对来自其先进的国防科技技术合作伙伴和原始设备制造商（“贴牌”），研究与发展和发展本地供应商所组成的转让对马来西亚经济增长。

DEFTECH也将自己的第一次知识产权对轮式装甲车辆系统和子系统。 许多新的本地原始设备制造商将可创造直接和间接的外国投资在合同期，这为当地国防工业将产生更多的就业机会。

密切的技术合作伙伴和主要的原始设备制造商合作还将提高能力和不仅DEFTECH的员工知识，而是创建一个本地国防工业，包括收购项目管理能力的知识工人，供应链管理，尤其是国防的业务流程以及系统的工程，除其他。

合同将不会对任何重大影响盈利，资产负债及截至2011年3月31日财务年度多元重工业集团净资产。 然而，合同将积极推动本集团的未来盈利。

董事及/或多元重工业和个人大量与他们都没有任何关联股东的利益，直接或间接的，在该合同。

本公告发布日期为2011年3月7日。

duncan2

回复 94# ahlock


    股价还在1.8...都不懂几时才上回2.2...

ahlock

回复  ahlock


    股价还在1.8...都不懂几时才上回2.2...
duncan2 发表于 7-3-2011 08:22 PM

最好是明天~~~

ahlock

HDBSVR sets new target price of RM3.80 for DRB-Hicom         
Written by theedgemalaysia.com   
Tuesday, 08 March 2011 08:39


KUALA LUMPUR: DRB-HICOM BHD []'s unit DRB-Hicom Defence Technologies Sdn Bhd securing of the government contract to supply 257 units of armoured wheeled vehicles (AWV) worth RM7.55 billion has prompted Hang DBS Vickers Research to set a new target price of RM3.80.

On Monday, March 7, DefTech accepted the letter of award from the federal government for the contract to supply armoured wheeled vehicles (AWV). The contract is to design and supply 257 units of the 8x8 AWV, which will be in eight variants. The contract valued at RM7.55 billion is for a period of seven years commencing from 2011.

HDBSVR said it expects a substantial rerating with this newsflow and as the market tags a higher premium to its services business.

“Our new TP of RM3.80 factors in some contribution from the Deftech contract - PE of 15x of CY12 earnings, tagged to our target market PE given it has virtually monopoly in this business,” it said.

It raised its FY12-FY13F EPS by 3%-10% by assuming contract tenure of seven years, 12% pretax margins, maintenance is back ended and there is three and 12-months recognition in FY12-13F respectively.

sengchow

回复  ahlock


    股价还在1.8...都不懂几时才上回2.2...
duncan2 发表于 7-3-2011 08:22 PM

    我在等股价上！上！上。
这股好像过山车…之前我买了二十多千他的warrant看着他暴涨没放手…结果看着暴跌…本人觉得这股很有潜能。会一直加码…

ahlock

HICOM 延續漲勢,明天看涨可以到RM2.300~~~

sengchow

这几天股价都在上哦～会不会是竞标pos有消息了呢？我在等股价上！上！上

ahlock

现在漲到夠力一下~~~

cheyhaw

冲了，大家huat啦

duncan2

回复 102# cheyhaw


    上个星期买完了..