【MBSB 1171 交流专区】马建屋

YY3

酱快？我未给钱买附加股哦！

某某闲人

我投资的MBSB已经跌到49%。
MBSB所面对问题有那么严重吗？

Tony-Pua

YY3 发表于 21-6-2016 11:11 PM
酱快？我未给钱买附加股哦！

哦。。。俵佫还没出，应该拜一才会上市(OR)....

Tony-Pua

某某闲人 发表于 22-6-2016 02:26 PM
我投资的MBSB已经跌到49%。
MBSB所面对问题有那么严重吗？

哪伱就要买付加股咯。。。rm0.59

某某闲人

Tony-Pua 发表于 22-6-2016 08:51 PM
哪伱就要买付加股咯。。。rm0.59

我已经告诉银行我不买附加股。
他们问题好像不能在短期内可以解决。

Tony-Pua

某某闲人 发表于 23-6-2016 10:58 AM
我已经告诉银行我不买附加股。
他们问题好像不能在短期内可以解决。

为何要通知银行？Ri是你収到了form买了bank draf才交的。。。

某某闲人

Tony-Pua 发表于 23-6-2016 07:42 PM
为何要通知银行？Ri是你収到了form买了bank draf才交的。。。

是他们email我一个form。问我要买多少MBSB附加股。

Tony-Pua

某某闲人 发表于 24-6-2016 10:00 AM
是他们email我一个form。问我要买多少MBSB附加股。

oh........你不是direct a/c.......

某某闲人

Tony-Pua 发表于 24-6-2016 07:45 PM
oh........你不是direct a/c.......

对

icy97

Name	EMPLOYEES PROVIDENT FUND BOARD
Address	TINGKAT 19 BANGUNAN KWSP JALAN RAJA LAUT KUALA LUMPUR 50350 Wilayah Persekutuan Malaysia.
Company No.	EPF ACT 1991
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM1.00 EACH
Name & address of registered holder	CITIGROUP NOMINEES (TEMPATAN) SDN BHDEMPLOYEES PROVIDENT FUND BOARDLEVEL 42, MENARA CITIBANK,165 JALAN AMPANG, 50450 KUALA LUMPUR.

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Acquired		17 Jun 2016	48,205,975

Circumstances by reason of which change has occurred	SHARES DERIVED FROM DIVIDEND REINVESTMENT PLAN
Nature of interest	DIRECT
Direct (units)
Direct (%)
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	1,896,101,699
Date of notice	20 Jun 2016

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	RENOUNCEABLE TWO-CALL RIGHTS ISSUE OF 2,899,387,079 NEW ORDINARY SHARES OF RM1.00 EACH IN MBSB ("MBSB SHARE(S)") ("RIGHTS SHARE(S)") ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING MBSB SHARE HELD AS AT 5.00 P.M. ON 24 JUNE 2016 AT AN ISSUE PRICE OF RM1.00 PER RIGHTS SHARE, OF WHICH THE FIRST CALL OF RM0.59 PER RIGHTS SHARE IS PAYABLE IN CASH ON APPLICATION AND THE SECOND CALL OF RM0.41 IS TO BE CAPITALISED FROM MBSB'S SHARE PREMIUM ACCOUNT ("RIGHTS ISSUE")
Reference is made to the announcements dated 10 March 2016, 14 March 2016, 15 April 2016, 5 May 2016, 9 June 2016 and 10 June 2016 (“Earlier Announcements”) and the circular dated 20 April 2016 (“Circular”) and abridged prospectus dated 24 June 2016 (“Abridged Prospectus”) in relation to the Rights Issue. Unless otherwise stated, defined terms in this announcement shall carry the same meanings as defined in the Earlier Announcements, Circular and Abridged Prospectus. On behalf of the Board of Directors of Malaysia Building Society Berhad (“MBSB” or “Company”) (“Board”), the Joint Advisers wish to announce that the Board has decided to extend the closing time and date for acceptance and payment for the Rights Shares as well as Excess  Application and payment from 5.00 p.m. on Wednesday, 13 July 2016 to 5.00 p.m. on Thursday, 21 July 2016 (“Extended Closing Date”). The extension is to allow additional time to be given to the Entitled Shareholders and/or their renouncee(s)/transferee(s) to subscribe for the Rights Shares in view of the festive period and public holidays which falls during the subscription period for the Rights Issue. Based on the above Extended Closing Date, the date for the announcement of the final subscription result and basis of allotment of Excess Rights Shares shall be on 25 July 2016 whilst the expected listing date is 29 July 2016. Save for the Extended Closing Date, there are no other changes to the disclosure in the Abridged Prospectus. This announcement is dated 4 July 2016.

icy97

频发附加股筹钱‧马屋业仍值得持有？

烦恼者问：

我是马屋业（MBSB，1171，主板金融组）小股东，自从首次公开售股（IPO）申请到其股票后，一直持有这只股。这些年这家公司一直向小股东伸手要钱，我手上的股票已经由1000股变到3000股，最近又有附加股计划。

但是股票价格一直跌，除了当年曾因大合并消息涨过一阵子，现在只剩75仙，请问它的前景到底如何？是不是还值得持有？每次都筹钱是为了什么？

答：关于马屋业的前景，若以其估值为准，马屋业在宣布附加股详情包括发售价之后，肯纳格研究在6月10日的报告指出，马屋业的盈利没有受到影响，不过，该行调整其每股盈利及股本回酬率。

针对马屋业的最近附加股计划，该行对其净利预测保持不变，不过，其2016及2017年的每股盈利则分别冲淡2.6仙及3.5仙，惟股本回酬率料稍为提升2.65%及2.98%，主要是其股票溢价户头重新资本化后，使其股东股份分别减少4.6%及4.4%所致。

当时，该行将其目标价降低至1令吉11仙（之前为1令吉34仙），给予“落后大市”评级，或等于2017年股价/账面值比的1.6倍及预测本益比的8.9倍水平（5年平均股价/账面/本益比为准）。

另一方面，该公司在宣布截至2016年财政年首季业绩后，MIDF研究在5月12日的报告指出，该公司首季净利3480万令吉，落后市场预测，主要是偏高的拨备金所致。当时，该行给的目标价为1令吉23仙，或等于股价账面值比的0.96倍。并给予“中和”评级。

过去5年共发售3次附加股

马屋业在发附加股筹资用途方面，根据所获资料显示，马屋业在过去5年总共发售3次附加股；2011年是7配5附加股（每股售价1令吉）送1凭单，当时筹措5亿令吉，主要充当业务发展用途。

接着在2013年，该公司以2配1比例发售附加股（每股发售价为1令吉65仙），再次向股东要钱，当年是筹措14亿7000万令吉，主要也是作为业务扩充用途。

今年则是最近一次，以1配1比例（每股发售价1令吉）两梯级方式发售附加股，从而筹措17亿令吉。这次附加股计划的目的，主要是在最近拨备行动中拉近该公司与银行业差距之后，发附加股扩大股本强化其资本率，进一步组织资本架构。

文章来源：
星洲日报‧投资致富‧投资问诊‧文：李文龙‧2016.07.24

icy97

Type	Announcement
Subject	OTHERS
Description	Quarterly Financial Report pursuant to Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.
We wish to inform that Malaysia Building Society Berhad ("MBSB") has scheduled to release its' financial results for the second quarter ended 30th June 2016 on Monday, 8th August 2016 in accordance with Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad. This announcement is dated 25th July 2016.

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	RENOUNCEABLE TWO-CALL RIGHTS ISSUE OF 2,899,387,079 NEW ORDINARY SHARES OF RM1.00 EACH IN MBSB ("MBSB SHARE(S)") ("RIGHTS SHARE(S)") ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING MBSB SHARE HELD AS AT 5.00 P.M. ON 24 JUNE 2016 AT AN ISSUE PRICE OF RM1.00 PER RIGHTS SHARE, OF WHICH THE FIRST CALL OF RM0.59 PER RIGHTS SHARE IS PAYABLE IN CASH ON APPLICATION AND THE SECOND CALL OF RM0.41 IS TO BE CAPITALISED FROM MBSB'S SHARE PREMIUM ACCOUNT ("RIGHTS ISSUE")
Reference is made to the announcement dated 10 March 2016 (“Initial Announcement”) and the subsequent announcements thereafter (“Announcements”), the circular dated 20 April 2016 (“Circular”) and abridged prospectus dated 24 June 2016 (“Abridged Prospectus”) in relation to the Rights Issue. Unless otherwise stated, defined terms in this announcement shall carry the same meanings as defined in the Announcements, Circular and Abridged Prospectus. On behalf of the Board, the Joint Advisers wish to announce that as at the close of the Rights Issue at 5.00 p.m. on 21 July 2016, the total valid acceptances and excess applications received were 3,164,044,138 Rights Shares, representing an oversubscription of 264,657,059 Rights Shares or approximately 9.13% over the total number of 2,899,387,079 Rights Shares available for subscription, the details of which are as follows:- No. of Rights Shares % of total Rights Shares Total valid acceptances 2,801,748,412 96.63 Total valid excess applications 362,295,726 12.50 Total valid acceptances and excess applications 3,164,044,138 109.13 Total available for subscription 2,899,387,079 (a) 100.00 Oversubscription 264,657,059 9.13 Note:- (a) Based on the total number of MBSB Shares in issue as at the Entitlement Date. Accordingly, the Excess Rights Shares will be allocated in accordance with the basis as stated in Section 10.5 of the Abridged Prospectus. The Rights Shares are expected to be listed on the Main Market of Bursa Malaysia Securities Berhad on 29 July 2016. This announcement is dated 25 July 2016.

icy97

MALAYSIA BUILDING SOCIETY BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Rights Issue
Details of corporate proposal	RENOUNCEABLE TWO-CALL RIGHTS ISSUE OF 2,899,387,079 NEW ORDINARY SHARES OF RM1.00 EACH IN MALAYSIA BUILDING SOCIETY BERHAD ("MBSB" OR "COMPANY") ("MBSB SHARE(S)") ("RIGHTS SHARE(S)") ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING MBSB SHARE HELD AS AT 5.00 P.M. ON 24 JUNE 2016 AT AN ISSUE PRICE OF RM1.00 PER RIGHTS SHARE, OF WHICH THE FIRST CALL OF RM0.59 PER RIGHTS SHARE IS PAYABLE IN CASH ON APPLICATION AND THE SECOND CALL OF RM0.41 IS TO BE CAPITALISED FROM MBSB'S SHARE PREMIUM ACCOUNT ("RIGHTS ISSUE")
No. of shares issued under this corporate proposal	2,899,387,079
Issue price per share ($$)	Malaysian Ringgit (MYR)   1.0000
Par Value ($$)	Malaysian Ringgit (MYR)   1.000
Latest issued and paid up share capital after the above corporate proposal in the following
Units	5,798,774,158
Currency	Malaysian Ringgit (MYR) 5,798,774,158.000
Listing Date	29 Jul 2016

icy97

认购附加股
蔡傌友增持马建屋至8.97%

2016年8月1日
（吉隆坡1日讯）丹斯里蔡傌友认购马建屋（MBSB，1171，主板金融股）的附加股后，持股率从6.06%，提高至8.97%。

根据马建屋的文告，蔡傌友在上周三（27日）认购公司的3亿4796万5000股。

认购完成后，他在公司的持股率提高至8.97%，相等于5亿1986万3650股，分别是3.77%的直接持有股权，以及5.2%间接持有股权。

蔡傌友是在今年初通过公开市场收购6.06%股权，成为马建屋的大股东。

此外，马建屋发出另一则文告指，主席丹斯里阿都哈林，也认购了15万1497股附加股。

早前，公司建议以1配1发售二梯次的附加股（Two Call）计划，估计将筹集17.11亿令吉。【e南洋】

Name	TAN SRI DATO' CHUA MA YU
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM1.00 EACH
Name & address of registered holder	(1) Maybank Securities Nominees (Tempatan) Sdn Bhd Pledged Securities Account for Chua Ma Yu (2) Maybank Securities Nominees (Tempatan) Sdn Bhd Pledged Securities Account For CMY Capital Markets Sdn Bhd(3) Maybank Securities Nominees (Tempatan) Sdn Bhd For CMY Equity Sdn Bhd(4) Maybank Securities Nominees (Tempatan) Sdn Bhd For CMY Incubator Sdn Bhd(5) Maybank Securities Nominees (Asing) Sdn Bhd Maybank Kim Eng Securities Pte Ltd For CMY Global LtdLevel 5, MaybanLife TowerDataran MaybankNo. 1 Jalan Maarof59100 Kuala Lumpur(6) CIMSEC Nominees (Tempatan) Sdn BhdExempt AN for CIMB Securities (Singapore) Pte Ltd (Retail Clients)17th Floor, Menara CIMBJalan Stesen Sentral 2Kuala Lumpur Sentral50470 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted ($$)
Acquired	Rights subscription	27 Jul 2016	347,965,000

Circumstances by reason of which change has occurred	Subscription of Rights Issue.
Nature of interest	Direct Interest : 111,672,450 Indirect Interest : 236,292,550
Direct (units)	218,344,900
Direct (%)	3.77
Indirect/deemed interest (units)	301,518,750
Indirect/deemed interest (%)	5.2
Total no of securities after change	519,863,650
Date of notice	01 Aug 2016

icy97

Name	EMPLOYEES PROVIDENT FUND BOARD
Address	TINGKAT 19, BANGUNAN KWSP, JALAN RAJA LAUT, KUALA LUMPUR 50350 Wilayah Persekutuan Malaysia.
Company No.	EPF ACT 1991
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM1.00 EACH
Name & address of registered holder	CITIGROUP NOMINEES (TEMPATAN) SDN BHDEMPLOYEES PROVIDENT FUND BOARDLEVEL 42, MENARA CITIBANK, 165 JALAN AMPANG, 50450 KUALA LUMPUR.

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted ($$)
Acquired	Rights Subscription	29 Jul 2016	1,896,101,699

Circumstances by reason of which change has occurred	SHARES DERIVED FROM RIGHTS ISSUE
Nature of interest	DIRECT
Direct (units)	3,792,203,398
Direct (%)	65.4
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	3,792,203,398
Date of notice	01 Aug 2016

哭哭鸟

马建屋次季净利挫26% 归因于减值亏损
By Meena Lakshana  / theedgemarkets.com   | August 8, 2016 : 4:04 PM MYT   
http://www.theedgemarkets.com/my/article/%E9%A9%AC建屋次季净利挫26-归因于减值亏损

（吉隆坡8日讯）马建屋（Malaysia Building Society Bhd）2016财政年次季净利按年跌挫26.34%至6301万令吉，或每股2.21仙，同期净赚8555万令吉或每股3.41仙，归因于较高的贷款减值亏损、垫款和融资拨备。

2016财年次季（截至2016年6月30日）营业额则年增6.1%至8亿1252万令吉，同期报7亿6578万令吉。

综合上半年的业绩表现，马建屋净利劲挫53.38%至9784万令吉，或每股3.44仙，同期净赚2亿987万令吉；合共两季营业额报16亿3000万令吉，同期录得14亿6000万令吉，涨幅为11.64%。

马建屋今日向大马交易所报备，上半年税前盈利萎缩60.3%至1亿1381万9000令吉，同期则为2亿8692万2000令吉，主要因为该集团2014年末季推行的减值计划，因而促使减值贷款亏损、垫款和融资拨备较高。

马建屋表示，该集团自2010年起着手进行这项名为“缩小差距”（Closing the Gaps）的减值计划，以调整集团架构，藉此符合银行标准并达至最佳营运方针。

上半年营业额增加主要因为较高的流动资产投资收入，以及来自企业部分的融资收入企高。

该集团合共两季的成本收入比率（cost to income ratio）仍与上财年同期保持一致，企于23.5%。

马建屋表示，个人融资、按揭贷款和融资的总收入按年走低，归咎于较低的发放贷款率，以及贷款组合基础减少。

此外，由于企业贷款和融资资产基础持续增长，企业贷款和融资的总收入因而按年增加；而汽车融资贷款和融资的总收入，与上财年的水平一致。

展望未来，马建屋表示，2016年的营运环境将继续充满挑战。

该集团指出，将着重于扩展企业业务部分。从业绩表现来看，企业业务已为其企业融资、贷款资产和盈利增长作出贡献。

此外，零售业务的增长料将如预期般保持在中等水平。

“本集团将在充满挑战的环境下，继续加强、调整和维持企业及零售业务活动。这些活动包括持续改善合规营运的工作流程、根据风险管理和信贷架构提升资产素质，以及从资本市场融资，以提高集团所需的资金。”

马建屋也指出，根据国行的首季报告，即便宏观经济充斥着不利因素，但银行业仍继续保持强劲势头，以及良好的资本水平。

银行体系2016年首季的税前盈利增至77亿令吉（同期为72亿令吉），营业额也因财务相关活动和较低的营运支出而走高；截至今年3月杪，净减值贷款比率占净贷款总额企于1.2%（同期为1.2%），从而反映出贷款组合的整体素质。

然而，马建屋还指出，私人领域透过银行体系和资本市场筹资的融资总额合共2866亿令吉，2015年末季仅录得3314亿令吉。

（编译：倪嫣鴽）

1171                                                            

Quarterly rpt on consolidated results for the financial period ended 30/06/2016

Quarter: 2nd Quarter Financial Year End: 31/12/2016 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/06/2016 30/06/2015 30/06/2016 30/06/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 812,515 765,783 1,625,140 1,456,385 2 Profit/Loss Before Tax 74,719 129,270 113,819 286,922 3 Profit/Loss After Tax and Minority Interest 63,009 85,554 97,844 209,866 4 Net Profit/Loss For The Period 63,009 85,554 97,844 209,866 5 Basic Earnings/Loss Per Shares (sen) 2.21 3.41 3.44 7.67 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) 1.7103 1.7127

icy97

半年净利趋跌仍超预期
马建屋盈利预测上修

2016年8月10日
（吉隆坡8日讯）马建屋（MBSB，1171，主板金融股）上半年净利虽趋跌，不过，整体表现超越部分投行分析员预期，并上修盈利预测。

马建屋上半年的9800万令吉净利，超越两家投行的预测，占MIDF投行研究全年预测的67%，以及肯纳格投行分析员预测的64%。

肯纳格投行分析员指出，上半年净利下挫53%，归咎于减值亏损拨备的增加，从上财年同期的2亿3600万令吉，走高至3亿9800万令吉。

不过，净利表现优于他们的预测，主要因为马建屋的成本收入比率比预期低，以及净利息赚幅（NIM）萎缩也比预料中少。

“我们原本估计净利息赚幅将收缩40个基点，结果次季仅减少 20个基点。此外，成本收入比率与去年同期持平在23.5%，比预期的28%低。”

该分析员指，马建屋的展望持续不变，该公司将继续推行减值活动，预计2016/2017财年的信贷收费（credit charge）维持在2%。

肯纳格投行因而上修马建屋2016财年净利预测达34%至2.04亿令吉，以及2017财年净利预测上调15%至2.3亿令吉。

该分析员也将马建屋目标价从原本的1.11令吉，调高至1.14令吉，以及投资评级上修至“跟随大市”。

MIDF投行研究也在纳入马建屋的商业策略进展后，上调2016财年和2017财年的净利预测，不过，则根据2017财年估值，将目标价从原本的1.23令吉，下调至1.14令吉。

缺乏利好催化剂

然而，艾芬黄氏投行分析员则认为，马建屋的次季业绩表现低于预期，并认为该公司未来季度的财务表现持续低迷，以及短期内缺乏上修估值的催化剂。

该分析员估计，近日该股上扬，反而提供投资者套利该股的机会。

艾芬黄氏投行下调马建屋投资评级至“卖出”，目标价下修至78仙。【e南洋】



未来2年续减记．信贷成本攀升．马屋业财测两极
2016-08-09 17:02
http://www.sinchew.com.my/node/1555442/

你的头

想问一下什么是 MBSB-OR， 我没买过MBSB-OR
但是为什么会有MBSB-OR出现？为什么六月时突然从1.1x 下到0.78？
之间0.3X 去了哪里？
对不起，我是新人一枚。。