【SIME 4197 交流专区】森那美

icy97

巴克沙烈：棕油價6個月內‧可望反彈至3千令吉

大馬 原產品行情  2012-11-28 10:18
（吉隆坡27日訊）森那美（SIME，4197，主板貿服組）總裁兼首席執行員拿督巴克沙烈在業績匯報會上指出，隨著中國需求潛在回揚和領域低產期將至，估計原棕油價在未來6個月內逐步回揚，可望反彈至每公噸2千500至3千令吉之間。

中國近期已重新購棕油
巴克沙烈表示，雖然種植業務面對原棕油價下滑和需求放緩挑戰，惟情況有望在明年上半年好轉，截至今年首9個月需求疲弱的中國，近期已重新購買棕油，市場預測中國經濟可能在第四季反彈，亦對原棕油價影響正面。

他補充，集團最新公佈的2013財政年32億令吉淨利指標，將原棕油平均價預估設在約2千700令吉水平，亦將工業業務挑戰和中國經濟放緩納入考量，是較保守的目標，上揚空間趨高。

“將在明年初開跑的新出口稅務架構同時具備好和壞的影響，其中廢除免稅出口固打意味集團將失去以原價出口原棕油至特定市場的優勢，但由於政策令國內提煉產品變得更具競爭力，相信提煉和下游產能取得改善，政策整體影響趨向正面。＂

工業業務方面，巴克沙烈相信短期營運環境可能受原產品價格波動、澳元走強和生產成本走揚等因素挑戰，集團將透過成本控制策略營造緩衝牆，該部門目前持有35億令吉訂單在手，較第四季下滑，原因是客戶減少資本開銷和挪後訂單。

明年第三季
推巴特西產業計劃
不過，他相信主要業務市場，尤其是澳洲長期煤產保持強穩，旗下客戶已放眼於來年增產，進行中煤炭計劃料繼續支持工業產品需求。

另外，該公司產業臂膀在首季推介約6億令吉產業計劃，平均取得70%訂購率，巴克沙烈表示將於本財政年內繼續推介其他產業計劃，其中價值12億英鎊的倫敦巴特西（Battersea）電站綜合住宅產業首階段計劃預定明年第三季推介。

至於柔佛巴莪教育樞紐（PEH）計劃，巴克沙烈透露集團計劃在短期內推介首階段價值13億令吉的主題城鎮發展計劃，並且深信這項以特許經營權形式參與的發展計劃將替產業臂膀提供長達20年的循環收入。

對於醫療保健業務，他透露集團有意找尋海外合作夥伴，以聯營形式拓展旗下業務版圖至其他區域國家，放眼有關業務在長期達成可獨立運作的規模，惟這項計劃目前尚未取得實質成果。（星洲日報／財經）

icy97

首季符預測‧棕油價續軟‧森那美未來3年料無驚喜

熱股評析  2012-11-28 19:10
（吉隆坡28日訊）森那美（SIME，4197，主板貿服組）甫宣佈2013年財政年首季業績表現，普遍符合市場預測；惟預期未來原棕油價格走軟，使市場一般預測，該公司未來3年業績表現將持平無驚喜。

肯納格研究指出，該公司將2013年財政年全年關鍵績效指標（KPI）的淨調低至32億令吉（之前為33億令吉），股本回酬率則為12.0%（比較2012年為13.3%），相信該公司預期2013年的原棕油價格較低所致。

肯納格研究將其2013年及2014年財政年淨利預測皆調低7%，使它分別達36億8千萬令吉，以及38億3千萬令吉，因該行將原棕油平均價格預測調低至每公吨2千850令吉。

大眾研究指出，該公司潛在未來挑戰，包括中國經濟放緩、原棕油價格走低、印尼勞工成本走高，以及汽車及工業領域業務保持良好表現能力等因素。由於經濟情況不明朗，該公司也決定將資本開銷從77億令吉降低至62億令吉。

汽車工業前景轉向謹慎
大馬研究指出，該公司對汽車及工業領域業務未來前景轉向謹慎，特別是工業訂單減少（使它減少其資本開銷20%至11億令吉），而中國汽車市場也不容樂觀。

這使該行將其2013年及2014年淨利預測削減7%至10%，分別至41億9千410萬令吉，42億4千930萬令吉。而2015年財政年則為44億1千零80萬令吉。

馬銀行研究指出，它將其2013年淨利預測調低13%至35億6千萬令吉，主要是預測其原棕油平均價減少至每公吨2千850令吉，惟預測2013年上半年開始回揚，使它2014年及2015年淨利預測回揚至39億2千400萬令吉，以及39億5千700萬令吉。（星洲日報／財經）

icy97

SIME DARBY BERHAD

Particulars of substantial Securities Holder

Name	Permodalan Nasional Berhad
Address	Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur
NRIC/Passport No/Company No.	38218-X
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	Permodalan Nasional Berhad Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	27/11/2012	75,000,000

Circumstances by reason of which change has occurred	Disposal of shares by Permodalan Nasional Berhad.
Nature of interest	Direct
Direct (units)	621,652,109
Direct (%)	10.34
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	621,652,109
Date of notice	27/11/201

Name	AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera
Address	Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur
NRIC/Passport No/Company No.	766894-T
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	27/11/2012	900,000
Acquired	27/11/2012	75,000,000

Circumstances by reason of which change has occurred	Acquisition of shares by AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera
Nature of interest	Direct
Direct (units)	2,196,225,704
Direct (%)	36.55
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	2,196,225,704
Date of notice	27/11/2012

icy97

万阿都阿兹任森那美非执董

财经新闻 财经  2012-12-12 11:31
（吉隆坡11日讯）森那美（Sime，4197，主板贸服股）宣布，委任丹斯里万阿都阿兹为非独立非执行董事。
根据文告，年届60的万阿都阿兹也是多家公司董事，包括大马机场（Airport，5014，主板贸服股）、民都鲁港口（BiPort，5032，主板贸服股）、国民投资机构（PNB）、土展创投（FGV，5222，主板种植股）、柔佛石油发展机构、马来西亚发展银行（BankPembangunan）以及人民组屋信誉保证公司（SJKP）。

万阿都阿兹毕业于马来亚大学经济系，随后前往英国萨塞克斯大学考取哲学硕士，然后在英国利兹大学获得商业经济博士学位。

同时，万阿都阿兹也曾在美国哈佛大学修读高级管理课程。

文告显示，万阿都阿兹1975年加入首相署经济策划局（EPU）担任助理署长。

1984年，他获升职为宏观经济高级助理署长。

此外，他还曾经代表东南亚集团出任美国世界银行的替代执行董事（马来亚政府借调）。

2007年间，万阿都阿兹在财政部担任财政秘书长直至今年8月退休。[Nanyang]

Date of change	10/12/2012
Name	Tan Sri Dato' Sri Dr. Wan Abdul Aziz Wan Abdullah
Age	60
Nationality	Malaysian
Type of change	Appointment
Designation	Director
Directorate	Non Independent & Non Executive
Qualifications	(1) Bachelor of Economics (Hons), Applied Economics, University of Malaya, Kuala Lumpur (2) Master of Philosophy (Development Studies), Institute of Development Studies, University of Sussex, United Kingdom (3) Ph.D (Business Economics), School of Business and Economic Studies, University of Leeds, United Kingdom (4) Advanced Management Program, Harvard Business School, Harvard University, Boston, Massachusetts, United States of America
Working experience and occupation	Tan Sri Dato' Sri Dr. Wan Abdul Aziz began his career in 1975, as Assistant Director of the Economic Planning Unit in the Prime Minister's Department. He was later promoted to the position of Senior Assistant Director, Macro-economics in 1984, and subsequently to the position of Senior Assistant Director, Human Resource Section and Director of Energy Section. He was later appointed as an Alternate Executive Director of the World Bank Group in Washington D.C. USA (on secondment by the Government of Malaysia) representing the South East Asia Group. From 2001 to 2006, he held various important positions such as Deputy Secretary in the Economics and International Division of the Ministry of Finance (MOF), Deputy Director General (Macro) of the Economic Planning Unit in the Prime Minister's Department and Deputy Secretary General of Treasury (Policy), Federal Treasury in the MOF. In 2007, he was appointed Secretary General of Treasury in the MOF, a position he held until his retirement in August 2012.
Directorship of public companies (if any)	(1) Malaysia Airports Holdings Berhad (2) Bintulu Port Holdings Berhad (3) Permodalan Nasional Berhad (4) Felda Global Ventures Holdings Berhad (5) Johor Petroleum Development Corporation Berhad (6) Bank Pembangunan Malaysia Berhad (7) Syarikat Jaminan Kredit Perumahan Berhad
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	None

icy97

SIME DARBY BERHAD

Type	Announcement
Subject	OTHERS
Description	Acquisition of a new wholly-owned indirect subsidiary - Sime Darby Global Berhad (Announcement pursuant to Chapter 9.19(23) of Bursa Malaysia Securities Berhad's Main Market Listing Requirements)
Sime Darby Berhad (Sime Darby) wishes to announce that its wholly-owned subsidiary, Sime Darby Holdings Berhad (SDHB) has today, acquired 2 ordinary shares of RM1.00 each, representing the entire issued and paid-up share capital of Sime Darby Global Berhad (SDGB), at par for cash, from Tong Poh Keow (1 share) and Philip a/l K.O. Kunjappy (1 share), who are the subscribers and Directors of SDGB. Tong Poh Keow is also a Director of SDHB. The other Director of SDGB, Alan Hamzah Sendut is also a Director of SDHB. SDGB was incorporated in Malaysia as a public company on 3 December 2012. The acquisition of SDGB will not have a material effect on the earnings or net assets of the Sime Darby Group for the financial year ending 30 June 2013. Save as disclosed above, none of the directors or substantial shareholders of Sime Darby or persons connected to them has any interest, direct or indirect, in the said acquisition. This announcement is dated 3 January 2013.

icy97

SIME DARBY BERHAD

Type	Announcement
Subject	OTHERS
Description	Multi-Currency Sukuk Programme with a programme limit of up to USD1,500,000,000 (or its equivalent in other currencies)
Sime Darby Berhad (“Sime Darby”) is pleased to announce that on 11 January 2013, its wholly-owned subsidiary, Sime Darby Global Berhad (“Sime Darby Global”), received the Securities Commission Malaysia’s approval for the establishment of a Multi-Currency Sukuk Programme (“Programme”) with a programme limit of up to USD1,500,000,000 (or its equivalent in other currencies). The Programme provides Sime Darby Global an avenue to tap into the liquidity of the international debt capital markets and will provide Sime Darby Global with the flexibility to raise funds via the issuance of sukuk in a multitude of tenors and currencies to best match its requirements. Sime Darby intends to use the net proceeds raised from each issue of sukuk under the Programme to finance Sime Darby Group's capital expenditure, working capital requirements and general corporate purposes, among others. The Programme will be established pursuant to a Regulation S format and sukuk issued under the Programme will be listed on the Singapore Exchange Securities Trading Limited (“SGX-ST") and on Bursa Malaysia Securities Berhad (“Bursa Malaysia”) pursuant to Bursa Malaysia’s exempt regime. The joint principal advisers for the Programme are HSBC Amanah Malaysia Berhad and Maybank Investment Bank Berhad, and the joint lead arrangers are Citigroup Global Markets Limited, HSBC Amanah Malaysia Berhad, Maybank Investment Bank Berhad and Standard Chartered Bank. This announcement is dated 11 January 2013.

icy97

3大機構維持森那美評級

大馬  2013-01-12 17:15
（吉隆坡12日訊）標準普爾（S&P）、惠譽（Fitch）及穆迪（Moody）不約而同維持森那美（SIME,4197,主板貿服組）長遠本幣評級“A＂，以及“穩定＂前景不變。

惠譽指出，森那美長期外幣和本幣評級，甚至是長期外匯高級無擔保評級維持在“A＂水平不變，反映出其強勁種植業務，以及龐大規模、多元化業務組合與保守財政槓桿。

標普認為，森那美在種植、重型設備分銷和汽車分銷佔有強大競爭地位，現金流創造力同樣強勁，但礙於原產品價格前景色趨疲，財團未來12至24個月獲利可能下跌。

“評級前景｀穩定’雖反映出森那美多元化業務將創造強勁營運現金流，卻可能遭盈利走低和高舉債等因素影響。＂

該評估機構認為，一旦出現原棕油價格顯著下跌至每公噸2千令吉以下、礦務設備和汽車銷售獲利下挫，以及龐大資本開銷導致貸款增加，甚至是集團自由現金率未能在2014財政年前恢復正常的情況下，可能下調評級一級。

“基於我們預見森那美獲利走低，並可能大肆舉債滿足資本開銷需求，未來24個月評級上調潛能受限，但若集團良好執行策略和投資政策改善其多元化業務，和降低負債比，不排除上調評級可能性。＂（星洲日報／財經）

icy97

icy97 发表于 26-1-2012 03:07 PM
森那美1341万买Indo Sukses 95%

财经新闻 财经  2012-01-26 11:12

SIME DARBY BERHAD

Type	Announcement
Subject	OTHERS
Description	Acquisition of 95% Equity Interest in PT Indo Sukses Lestari Makmur by PT Minamas Gemilang (Proposed Acquisition) (Announcement pursuant to Chapter 9.19(23) of Bursa Malaysia Securities Berhad Main Market Listing Requirements)
We refer to the announcements dated 25 January 2012, 8 May 2012, 16 May 2012, 16 August 2012 and 5 November 2012 in relation to the Proposed Acquisition. Sime Darby Berhad (Sime Darby) wishes to announce that PT Minamas Gemilang, an indirect subsidiary of Sime Darby, has mutually agreed with SLT Capital Pte Ltd and PT Entete Mining (Sellers) to waive certain outstanding conditions subsequent which were earlier agreed upon in the Share Sale and Purchase Agreement (Agreement) in respect of the Proposed Acquisition. In view of the said waiver, all conditions to the Proposed Acquisition are deemed fulfilled. Hence, the amount due to the Sellers (less withholding tax and retention sum) has today been released to the Sellers in accordance with the Agreement. This announcement is dated 18 January 2013.

icy97

icy97 发表于 12-1-2013 12:41 AM

融資營運企業開銷 森那美發8億美元伊債

企業財經23/01/2013 18:15
（吉隆坡23日訊）森那美（SIME，4197，主要板貿易）計劃發行8億美元（約24.3億令吉）伊斯蘭債券，作為公司營運開銷、營運費用和一般企業用途。

森那美所文告說，總值4億美元（約12.15億令吉）伊斯蘭債券期限5年，每年固定票面息率為2.053%。另有總值4億美元伊斯蘭債券期限5年，每年固定票面息率為3.29%。

該公司說，這次發行的美元伊債很成功，儘管這對美國債券市場而言是很大的供應量，但該公司還是有超過8億美元（約24.3億令吉）的訂單，其中376個訂單中的認購率為10倍。

公司指出，5年期限債券的184個訂單中，有83%來自亞洲，17%來自歐洲和西亞；10年期限債券的192個訂單中，其中57%來自亞洲，43%來自歐洲和西亞。

至于投資者類型，5年期限債券的訂單當中，有65%為資產管理人、19%為銀行、10%為保險公司、4%為公共領域和2%為私人銀行。

10年期限債券的訂單中，有50%為資產管理人、19%為銀行、15%為公共領域、14%為保險公司，以及2%為私人銀行。[中国报财经]

SIME DARBY BERHAD

Type	Announcement
Subject	OTHERS
Description	MULTI-CURRENCY SUKUK PROGRAMME WITH A PROGRAMME LIMIT OF UP TO USD1,500,000,000 (OR ITS EQUIVALENT IN OTHER CURRENCIES) (“PROGRAMME”)
We refer to the announcement dated 11 January 2013 in relation to Sime Darby Berhad (Sime Darby) receiving approval from the Securities Commission Malaysia for the establishment of the Programme. Sime Darby is pleased to announce that on 23 January 2013, its wholly-owned subsidiary, Sime Darby Global Berhad, has successfully priced its first issuance of USD800.0 million Sukuk under the Programme. The Sukuk will be issued in two tranches of USD400.0 million at 5-year tenure and USD400.0 million at 10-year tenure, respectively. For the 5-year tenure, it is priced at US Treasuries (UST)+130 basis points or a yield of 2.053% per annum. The 10-year tenure is priced at UST+145 basis points or a yield of 3.290% per annum. The Programme has been accorded ratings of A by Fitch Ratings, A by Standard & Poor’s Ratings Services and A3 by Moody’s Investors Services Limited. Sime Darby intends to use the net proceeds raised from each issue of Sukuk under the Programme to finance the Sime Darby Group’s capital expenditure, working capital requirements and general corporate purposes, among others. The Joint Principal Advisers for the Programme are HSBC Amanah Malaysia Berhad and Maybank Investment Bank Berhad, and the Joint Lead Arrangers are Citigroup Global Markets Limited, HSBC Amanah Malaysia Berhad, Maybank Investment Bank Berhad and Standard Chartered Bank. Citigroup Global Markets Limited, The Hongkong and Shanghai Banking Corporation Limited, Maybank Investment Bank Berhad, and Standard Chartered Bank are acting as the Joint Lead Managers and Joint Bookrunners for the issuance of this Sukuk. This announcement is dated 23 January 2013.

icy97

发债成本低　森那美受看好

財经 2013年1月26日
（吉隆坡26日讯）市场对森那美（SIME，4197，主板贸服股）发行首批8亿美元伊斯兰债券定价持正面看法，並认为定价处在诱人水平。不过，原棕油价格走低，仍对该公司带来短期影响，分析员为此维持投资评级。       

森那美宣布为首批8亿美元伊斯兰债券定价，该债券將分两个梯次发行，各为4亿美元，分別为期5年和10年。这是一项高达15亿美元的多重货幣伊斯兰债券计划。

至於该批5年期债券定价为2.053%，而10年期的则为3.290%，分別比美国国债高出130和145个基点。肯南嘉投行表示，森那美伊斯兰债券发行，已收到超过8亿美元的认购，或10倍的超额认购。

他对这个伊斯兰债券发行计划呈正面看法，其利率分別为2.053%和3.290%，比森那美之前的利率成本来得低，分析员预测为约5.5%。这料让该公司从中节省2.67%利率，或6500万令吉。

棕油价低影响业绩

此外，该公司负债率在截至去年9月处在18%的舒適水平，他相信公司能在13和14年维持在20%水平以下。

虽然分析员对这批伊斯兰债券能以诱人水平顶价呈正面看法，但原棕油价格走低，始终在短期为公司带来重大影响。相信森那美2013年第二季將交出失望的成绩，因原棕油价格走低在每公吨2250令吉以下，为其带来影响。

儘管如此，森那美成长仍因为原棕油价格长期看涨，及非种植业务良好净利持稳。

分析员维持2013至2014財政年净利预测在36亿8000万令吉至38亿3000万令吉不变。同时，他也维持「与大市同步」投资评级和9令吉目標价不变。[东方日报财经]

icy97

SIME DARBY BERHAD

Type	Announcement
Subject	WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description	Members' voluntary liquidation of a subsidiary company (Announcement pursuant to Chapter 9.19(19) of Bursa Malaysia Securities Berhad's Main Market Listing Requirements)
Sime Darby Berhad (Sime Darby) wishes to announce that Guthrie Symington Limited (GSL), an indirect subsidiary incorporated in the United Kingdom, has on 1 February 2013, held a General Meeting at which it was resolved that GSL be wound-up voluntarily and that Mr Gregory Andrew Palfrey and Mr Stephen John Adshead be appointed as the Joint Liquidators of GSL. GSL is currently dormant. The previous principal activities of GSL were the sourcing and marketing of natural rubber grades, related products and edible oils. The voluntary liquidation of GSL will not have a material effect on the earnings and net assets of the Sime Darby Group for the financial year ending 30 June 2013. None of the Directors or substantial shareholders of Sime Darby or persons connected to them has any interest, direct or indirect, in the voluntary liquidation. This announcement is dated 4 February 2013.

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森那美委任独立董事

财经新闻 财经  2013-02-05 12:10
（吉隆坡4日讯）森那美（Sime，4197，主板贸服股）宣布，委任莫哈默夫亚阿都拉博士为独立非执行董事。

根据文告，莫哈默夫亚阿都拉同时也是MIDF有限公司和MIDF产业、商业机器（Msniaga，5011，主板科技股）及大马回教机构董事。[南洋商报财经]

Date of change	04/02/2013
Name	Ir. Dr. Muhamad Fuad Abdullah
Age	59
Nationality	Malaysian
Type of change	Appointment
Designation	Director
Directorate	Independent & Non Executive
Qualifications	1. BSc (Hons) in Electrical Engineering, University of Southampton, United Kingdom 2. Master of Phil in Electrical Engineering, University of Southampton, United Kingdom 3. BA (Jayyid) in Syariah, Jordan University, Amman, Jordan 4. Ph.D in Muslim Civilisation, University of Aberdeen, United Kingdom
Working experience and occupation	1. Electrical Engineer, Public Works Department (1977-1983) 2. Logistics Manager, Uniphone Sdn Bhd (1983-1991) 3. Tutor, Universiti Kebangsaan Malaysia (1991-1996) 4. Vice President, Kolej UNITI (1996) 5. Director, Five-H Associates Sdn Bhd (1996-2002) 6. Chief Executive Officer, Kausar Corporation Sdn Bhd (2002-2003) 7. Managing Director, Five-H Associates Sdn Bhd (2003-2006) 8. Proprietor, Muhamad Fuad Consulting (2006-Present)
Directorship of public companies (if any)	1. Malaysian Industrial Development Finance Berhad 2. MIDF Property Berhad 3. Mesiniaga Berhad 4. Institut Kefahaman Islam Malaysia
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Sime Darby Berhad Ordinary Shares of RM0.50 each Direct interest - 1,060 ordinary shares

Remarks :

Following the appointment of Ir. Dr. Muhamad Fuad Abdullah as an Independent & Non-Executive Director of Sime Darby Berhad (Sime Darby), the Board of Sime Darby now comprises twelve (12) Directors with four (4) Independent Directors. The Company is therefore in compliance with the requirement of one-third (1/3) Independent Directors under Paragraph 15.02(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.

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SIME DARBY BERHAD

Type	Announcement
Subject	WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description	Members' voluntary liquidation of a subsidiary company (Announcement pursuant to Chapter 9.19(19) of Bursa Malaysia Securities Berhad's Main Market Listing Requirements)
Sime Darby Berhad (Sime Darby) wishes to announce that Guthrie Overseas Limited (GOL), an indirect subsidiary incorporated in the United Kingdom, has on 5 February 2013, held a General Meeting at which it was resolved that GOL be wound-up voluntarily and that Mr Gregory Andrew Palfrey and Mr Stephen John Adshead be appointed as the Joint Liquidators of GOL. GOL is currently dormant. The previous principal activity of GOL was investment holding. The voluntary liquidation of GOL will not have a material effect on the earnings and net assets of the Sime Darby Group for the financial year ending 30 June 2013. None of the Directors or substantial shareholders of Sime Darby or persons connected to them has any interest, direct or indirect, in the voluntary liquidation. This announcement is dated 6 February 2013.

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棕油價走低‧森那美次季盈利續受壓

熱股評析  2013-02-13 17:33
（吉隆坡13日訊）森那美（SIME，4197，主板貿服組）積極發展下游的生物柴油業務前景正面，不過MIDF研究預料財政年次季盈利繼續因原棕油走低而受壓，預估原棕油價下半年走高至每公噸2千300至3千令吉水平後，才有望促成盈利反彈。

分析員說，以目前每公噸2千300至2千400令吉原棕油價，生物柴油比市場上的柴油價廉10%，MIDF相信生物柴油需求有望走高。

分析員指出，吉隆坡、布城、雪蘭莪與森美蘭州正積極發展B5生物柴油計劃。基於去年杪原棕油庫存高，政府也計劃於年杪提昇至B10計劃，此舉有助每年使用100萬公噸的棕油。

分析員也認為，新稅務架構有助改善下游業務銷售，繼續給予森那美“買進＂評級，目標價11令吉40仙；預測2013年6月截止財政年，錄得淨利40億6千640萬令吉。

森那美自2006年起涉足下游的生物柴油業務，此舉不僅可多元化業務，也可協助穩定原棕油價。目前分別在雪州加厘島、直落彭里馬牙蘭與荷蘭鹿特丹擁有生物柴油提煉加工廠。

MIDF受邀訪問的直落Jomalina廠，也從低油棕原料價獲更高賺益，其中原料佔80%成本，加工成本只達20%。（星洲日報／財經）

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森那美联营公司获1000万合约

財经 2013年2月16日
（柔佛16日讯）由荷兰特拜格集团（Terberg Group）和森那美（SIME，4197，主板贸服股）旗下森那美工业私人有限公司，联营组成的大马Terberg Tractors（简称TTM）公司，从Kontena Nasional有限公司（KNB）手中，获颁总值1000万令吉的合约，负责供应40艘YT220MKII型號的码头牵引车。       

这份合约亦同时涵盖额外500万令吉的服务与维修合约，为期五年。

签约双方日前选在TTM公司在国內建立的制造装配大本营—巴西古当（Pasir Gudang），进行移交仪式。森那美工业董事经理张贵生表示，透过引进优质与合適的码头牵引车，能为该码头带来效率与可靠性。

贵为国內货柜装卸领导的KNB公司，最近为旗下货柜与起重机搬运注入增值服务，以进行扩充。

该公司早前贏得大马西港公司（Westports）招標的5艘码头起重机经营合约，这次与TTM公司合约则是为当地码头，引进40艘码头牵引车设备。

「事实上，西港码头经已拥有100艘MKII系列牵引车。该港口营运著接近40座码头起重机，足以让KNB公司在国內的港口工业大展拳脚；我们期待KNB公司有望在西港码头，贏得更多新合约。」[东方日报财经]

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棕油價跌惹禍‧森那美次季淨利挫36%

大馬  2013-02-27 17:30
（吉隆坡27日訊）由於棕油價低企導致種植業務貢獻大掉，森那美（SIME，4197，主板貿服組）截至2012年12月31日止，次季淨利挫跌35.67%至7億零853萬9千令吉，前期為11億零138萬令吉。

次季賺7億
半年淨利跌21.9%

同時，隨著首兩季表現均下滑，該公司首半年淨利也從前期21億7千506萬2千令吉，下滑21.9%至16億9千878萬9千令吉。

次季營業額微跌0.35%至113億4千949萬8千令吉，前期為113億8千929萬7千令吉，而首半年則寫下231億8千零68萬9千令吉營業額，較前期224億5千290萬8千令吉增長3.24%。

派息7仙

董事部建議派發7仙中期股息；股息除權及享有日分別為4月23日及25日，並會在5月10日支付予股東。

森那美總裁兼首席執行員拿督巴克沙烈指出，次季盈利走跌，主要是因為棕油價趨軟，而儘管一些核心業務盈利也下滑，公司已採取營運效益措施，特別是種植業。

除了汽車業務貢獻增長，該公司其他核心業務均呈滑跌困境。

儘管鮮果串產量成長8.6%，不過次季種植業務稅前盈利卻挫42%至5億2千200萬令吉，歸咎於次季棕油價僅平均錄得2千207令吉，顯著低於前期的2千804令吉。不過，鮮果串回酬改善13%至每公頃6.22公噸，而棕油榨取率則微揚至21.83%。

該公司棕油產量增長10%至71萬公噸，鮮果串產量也上升12%至294萬公噸。同時，受到油脂業務改善及更好的盈利賺幅帶動，中游及下游業務共攫取2千940萬令吉盈利。

產業領域貢獻走跌54%

由於大馬及新加坡市道疲軟，導致油氣領域配備及機器接收放緩，森那美次季工業領域稅前盈利微跌4%至2億8千500萬令吉。

產業領域貢獻同樣走跌54%至6千120萬令吉稅前盈利，歸咎於巴生河流域兩項城鎮計劃工程接近尾聲，而令貢獻低落，惟旗下產業的認購率維持強穩。

次季能源及公用事業稅前盈利大跌57%至7千210萬令吉，因為國內發電廠的收益延遲入賬，加上中國港口營運貢獻走跌。
保健業務稅前盈利也挫跌46%至380萬令吉，歸咎於兩家新營運醫院的人事開銷提高。

汽車業務貢獻上升

至於次季汽車業務貢獻則呈上升格局，稅前盈利增長7%至1億6千460萬令吉，受惠於各類汽車銷售強韌。

巴克沙烈說：“我們已預期營運環境充滿挑戰，因而對關鍵表現指標（KPI）持謹慎態度。不過，隨著營運效益顯著改善，我們有信心能跨越目前的艱辛期，而且一旦全球經濟復甦，我們將能從中受惠。＂

他補充，森那美將持續展現長期策略措施，以協助度過艱辛的業務營運期，並有信心全年能達致所設定的目標。

他強調，公司的前景極度仰賴全球經濟復甦力度，並樂觀看待今年全球經濟將能緩步復甦，進而促使棕油價跟隨走挺。

巴克沙烈：棕油價第三季可回穩
今年32億凈利可達標

巴克沙烈在業績匯報會上指出，雖然上半年棕油價走勢欠佳，不過看好2013年第三季及末季棕油價趨穩在每公噸2千700至2千800令吉，並相信本財政年可達到32億令吉淨利目標，甚至是更高水平。

“目前上半年錄得的17億令吉淨利已佔全年目標的53%，我們相信能達到32億令吉目標，當中的主要功臣依然來自種植、工業及汽車業務，共佔總盈利貢獻的90%。＂

他指出，儘管棕油價走勢仰賴多項因素，包括供需、監管框架、稅務及存貨等，但認為棕油可呈上升趨勢。

“我們是長期業者，以基本面為主，隨著全球人口增長、棕油佔食用油貢獻提高及棕油比大豆油顯著折價，棕油業前景仍受唱好。＂
針對非洲利比里亞種植活動的最新進展，巴克沙烈期望載種地段將從目前的5千公頃，倍增至今年杪的1萬公頃。

“若每年栽種1萬公頃，所有的地段將能在10年內達到100%栽種地。＂

至今森那美已投資了3億令吉在利比里亞市場，接下來每公頃須祭出的成本為1萬5千令吉。

保健業務下月有重大宣佈

他提到，公司的保健業務會在下月杪前公佈重大企業活動，但不願透露進一步詳情，僅表示一切進展良好，且已達致協議。

另外，談到派息課題，巴克沙烈強調，森那美會致力於達到至少50%派息率，若全年取得32億令吉淨利，意味著當中的16億令吉將用作派息。

“雖然次季的7仙派息額僅相等於25%派息率，但我們會致力於達到至少50%派息率目標。＂（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	11,349,498	11,389,297	23,180,689	22,452,907
2	Profit/(loss) before tax	1,013,798	1,623,523	2,302,370	3,089,182
3	Profit/(loss) for the period	736,527	1,160,906	1,774,979	2,255,156
4	Profit/(loss) attributable to ordinary equity holders of the parent	708,539	1,101,380	1,698,789	2,175,062
5	Basic earnings/(loss) per share (Subunit)	11.79	18.32	28.27	36.19
6	Proposed/Declared dividend per share (Subunit)	7.00	10.00	7.00	10.00
		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 ($$)	4.3100		4.3300

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SIME DARBY BERHAD

EX-date	23/04/2013
Entitlement date	25/04/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 7 sen per ordinary share
Period of interest payment	to
Financial Year End	30/06/2013
Share transfer book & register of members will be	23/04/2013 to 25/04/2013 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
Payment date	10/05/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	25/04/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	23/04/2013
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	0.07

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SIME DARBY BERHAD

Type	Announcement
Subject	PROVISION OF FINANCIAL ASSISTANCE
Description	Provision of Financial Assistance
1.        Letter of Indemnity Sime Darby Berhad (Sime Darby or the Company) had, on 27 February 2008 announced that it had, during the quarter ended 31 December 2007, issued a Letter of Indemnity to the Directors of Sarawak Hidro Sdn. Bhd. (Sarawak Hidro) to indemnify them from all consequences, liabilities, damages or losses which they may suffer as a result of their agreeing to Sarawak Hidro providing financial assistance to the Malaysian-China Hydro Joint Venture (MCH JV) for the completion of the CW2 Package for the main civil works for the Bakun Hydroelectric Project by the MCH JV. The said Letter of Indemnity has not been withdrawn or cancelled and will have no material financial impact on the Sime Darby Group unless it is called upon. Sime Darby has an effective interest of 35.7% in the MCH JV. The parties to the MCH JV and their interests therein are as follows:- i.        Sinohydro Corporation (30% of the MCH JV) ii.        the Sime Joint Venture (70% of the MCH JV), comprising:- a.        Sime Engineering Sdn. Bhd. (51% of the Sime Joint Venture) b.        Edward & Sons (EM) Sdn. Bhd. (5% of the Sime Joint Venture) c.        the WMAI Joint Venture (44% of the Sime Joint Venture), comprising:- aa.        WCT Engineering Berhad (25% of the WMAI Joint Venture) bb.        MTD Capital Berhad (25% of the WMAI Joint Venture) cc.        Ahmad Zaki Resources Berhad (25% of the WMAI Joint Venture) dd.        Syarikat Ismail Ibrahim Sdn. Bhd. (25% of the WMAI Joint Venture). Sime Engineering Sdn. Bhd. is an indirect wholly-owned subsidiary of Sime Darby. The following parties in the MCH JV have given counter guarantees and indemnities to Sime Darby, proportionate to their respective interests in the MCH JV:- i.        Sime Engineering Sdn. Bhd. ii.        Sinohydro Corporation iii.        WCT Engineering Berhad iv.        MTD Capital Berhad. 2.        Cash Advance Sime Engineering Sdn Bhd had, on 7 March 2012, agreed to fund approximately RM30 million progressively based on projected monthly requirement, to the MCH JV. The cash funding is required to meet overheads and third party sub-contractors payment requirements. To-date there is no cash advance outstanding from MCH JV. The cash advance will have no material financial impact on the Sime Darby Group for the financial year ending 30 June 2013. This announcement is dated 27 February 2013.

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SIME DARBY BERHAD

Type	Announcement
Subject	WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description	Dissolution of Subsidiaries (Announcement pursuant to Chapter 9.19(24) of the Bursa Malaysia Securities Berhad's Main Market Listing Requirements)
1.        JanaUrus PDP Sdn. Bhd. Further to the announcement dated 30 April 2012, Sime Darby Berhad (Sime Darby) wishes to announce that its indirect wholly-owned subsidiary, JanaUrus PDP Sdn. Bhd. (JPDPSB), which was placed under Member’s Voluntary Liquidation on 30 April 2012, had held its final meeting on 22 October 2012, and was dissolved on 24 January 2013, i.e. after the expiration of three months from the date of lodgement of the Return by Liquidator relating to Final Meeting with the Companies Commission of Malaysia. The notification on the dissolution was received from the liquidators on 27 February 2013. 2.        Zibo Sime Darby Chemicals Co. Ltd. Further to the announcement dated 7 March 2012, Sime Darby wishes to announce that its indirect subsidiary, Zibo Sime Darby Chemicals Co. Ltd. (ZSDC) which had commenced its Members’ Voluntary Liquidation on 5 March 2012, had on 27 February 2013 received notification from the Zibo Industry and Commerce Administration that ZSDC had been dissolved on 26 February 2013. The dissolutions of JPDPSB and ZSDC will not have a material effect on the earnings and net assets of the Sime Darby Group for the financial year ending 30 June 2013. None of the directors or substantial shareholders of Sime Darby or persons connected to them has any interest, direct or indirect, in the said dissolutions.This announcement is dated 28 February 2013.

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原棕油價疲弱‧森那美3年財測下調

熱股評析  2013-02-28 18:33
（吉隆坡28日訊）森那美（SIME，4197，主板貿服組）上半年業績因原棕油價明顯回落和業計劃兌現進度放緩而落後市場預期，雖然分析員相信在原棕油價格好轉帶動下，未來業績可望逐漸復甦，惟不預見短期內迎來顯著催化因素。

興業研究指出，森那美上半年淨利僅佔全年財測44至46%之間，儘管原棕油業務疲弱在預料之內，惟產業臂膀盈利放緩和利息開銷高於預期卻在意料之外。

不過，興業相信森那美作為綜合業務集團，來自非種植業務的穩定貢獻可緩衝原棕油價下滑效果，加上估值落後同儕約2至3倍本益比，可能遭市場低估。

在評估森那美最新負債水平後，興業決定下調2013至2015年財測4至4.7%，至淨利35億5千880萬、39億3千810萬和42億6千零60萬令吉。

黃氏唯高達研究指出，雖然上半年盈利受挫，卻預計可在未來逐漸回揚，主要因原棕油庫存料在本季減少，帶動原棕油從上季弱勢中反彈，煤炭價回漲則支持工業臂膀訂單，中國汽車需求也出現反彈跡象。

今年淨利料萎縮16%

“預計2013財政年淨利按年萎縮16%，且相信業績弱勢已反映在股價上，但短期股價仍欠缺明顯催化因素，根據目標價計算，森那美未來12個月投資回酬料為8%，包括3%股息回酬。＂

安聯研究相信，隨原棕油預估價格低企，下半年表現料繼續平淡無奇，該公司預計全年鮮果串錄得4至6%成長，惟估計原棕油價疲弱將抵銷相關效果，工業和汽車業務反而存在更龐大驚喜潛能。

大眾投資研究說，除了大馬和澳洲汽車臂膀銷售保持強勁，其餘業務普遍明顯放緩，該公司管理層還透露印尼原棕油生產成本可能因最低薪金制而上揚3%。

無論如何，由於業績疲弱早在預料之內，大眾研究保持財測不變，預計全年淨利達35億8千萬令吉，高於該公司設下的32億令吉內部目標。（星洲日報／財經）