【BSTEAD 2771 交流专区】莫实得

icy97

莫实德控股 今年增设加油站

二零一三年五月十二日 晚上六时三十六分
（吉隆坡12日讯）莫实德控股有限公司（BSTEAD，2771，种植组）副主席兼集团董事经理丹斯里鲁汀说，旗下的贸易及制造业务有望进一步扩大，因为集团拟定在今年设立多10至15间新的BHPetrol加油站，现时已有350间。

“我们也希望扩大在加油站的便利店，因此可提高集团的收入。”

他称：“目前我们将重点放在有机增长，因为我们相信有足够的上升空间，可提高营运效率、增强生产力和检讨成本结构。”[光华日报财经]


莫实德控股看好今年棕油走势

二零一三年五月十九日 晚上八时二十四分
（吉隆坡19日讯）莫实德控股有限公司（BSTEAD，2771，种植组）副主席兼集团董事经理鲁汀说，尽管去年种植业表现虽然欠佳，但仍是集团盈利最大的贡献者。

2012年是种植业务最艰难的一年，因为原棕油（CPO）价格较2011年的牛市出现大跌情况。

去年原棕油平均价格为每公吨2800令吉，较2011年的3200令吉为低。

他坦白地解释：“去年的平均水平不算太差，我们仍然可以享受相当不错的赚幅，因为每公吨的成本仍然是1500令吉。”

至于今年的展望，鲁汀称，在上半年，原棕油平均价格因受较高的囤积量所打击，因此价格相当疲弱。

但是，他指出：“我们希望在6月或7月，将会反弹至每公吨2500至2700令吉，因为囤积量开始下滑。”

据丰隆投资银行的报告指出：“今年首季度的平均原棕油价格从2012年12月低位反弹大约15％，但仍较我们估计低17％。”

因此，有很大的可能性，将会低于我们预测的每公吨2800令吉，因为它需要时间去消化目前的高囤积量。

它表示：“尽管如此，我们仍保持今明2年，每公吨2800令吉的平均原棕油价格预测，以待更多鲜果串产量和出口需求的确定性出现后，再作重新预测。”[光华日报财经]

icy97

莫實得控股首季淨利挫31%

大馬 業績出爐  2013-05-22 18:11
（吉隆坡22日訊）受原棕油跌價影響，莫實得控股（BSTEAD，2771，主板貿服組）截至今年3月31日止第一季淨利萎縮30.9%，從前期的1億4千460萬令吉跌至9千990萬令吉。

派息7.5仙

該公司多數業務營收提高，抵銷種植業務表現遜色的衝擊，促使第一季營業額比前期的23億5千800萬令吉增加7.3%，報25億3千110萬令吉。
該公司建議派發每股7.5仙股息。

該公司在業績文告中說，原棕油平均售價按年滑落26%掛2千335令吉，鮮果串產量也減少6%至25萬8千394公噸，導致第一季種植業務盈利減少66.4%，跌至3千零90萬令吉。

按年比較，房產、製藥、貿易及工業和金融及投資業務表現遜色。其中，房產盈利減少18%至3千330萬令吉，因前期脫售資產獲得2千550萬令吉盈餘，推高了比較數據；製藥盈利也因疑賬撥備增加和賺幅降低而下滑17%，剩2千960萬令吉；貿易及工業盈利萎縮15%，報2千990萬令吉；金融及投資盈利略減4%，至2千510萬令吉。

重型工業部門去除前期工程成本後，表現大有起色，從前期虧損650萬令吉，轉為獲利2千610萬令吉。

對於該公司前景，董事部在文告中表示，由於集團業務多元，加上大馬經濟前景樂觀，因此即使外圍經濟低迷，該公司全年仍有望交出令人滿意的業績。

棕油業前景挑戰，因全球經濟疲軟引響需求，預料打擊2013年的棕油價格，不過希望供應緊縮可以抵銷價格下跌壓力。

葯劑業持續光明，BHP油站業務成為貿易工業部主要的盈利推動；產業預料在持續的屋業發展表現穩定，重工部也在船務、宇航零件的持穩表現獲支撐。（星洲日報／財經）


莫实得首季净利跌31%

財经 2013年5月22日
(吉隆坡22日讯)莫实得控股(Bstead，2771，主板贸服股)在2013財政年首季(截至3月31日止)取得9990万令吉的净利，按年下跌31%，主要是因为原棕油价格疲弱拖累该集团的表现。

不过，该集团的营业额从2012年首季的24亿令吉增长至25亿令吉。

该集团在首季度的每股盈利达9.7仙，每股净资產则是4.53令吉。

集团秉持其股息政策为股东增值。董事局配合此承诺在首季宣佈派发7.5仙股息，相等於7760万令吉的派发额。

莫实得控股副主席兼集团董事经理丹斯里洛丁说：「今年首季固然充满挑战，尤其影响业务成长。全球经济波动打击原棕油价格，进而导致集团旗下业务表现下挫，令集团整体盈利下滑。」

產业业务是集团主要贡献业务，带来3300万令吉盈利。不过，此盈利表现仍比去年同期的4000万令吉下滑17%。去年的业绩主要受惠於脱售投资產业的2550万令吉盈利，令其盈利激增。

种植业务拖累

种植业务受原產品价格下滑，加上首季的鲜果串產量减少，令集团的盈利比去年同期的9200万令吉大幅度下跌至3100万令吉。原棕油价格平均每公吨2335令吉，比去年同期的平均每公吨3164令吉下挫26%。2013年首季的鲜果串產量比去年同期减少6%至25万8394公吨。

贸易与工业业务在首季贡献3000万令吉盈利，比去年同期减少了14%。

儘管BH Petrol的销量增长而提升营业额，但碍於其偏低的持股收益而不足以抵销集团盈利下滑情况。

药剂业务的盈利从上一季的140万令吉显著增长至3000万令吉，但却比去年同期取得的3600万令吉减少17%。此业务的业绩主要受到呆账储备金影响，而毛赚幅则因偏高管理成本而走低。

鉴於重工业业务不再受到之前的工程成本影响，此业务从去年同期的650万令吉亏损激增至2600万令吉盈利。

其沿海战斗舰艇工程在首季取得偏高的进度付款。MHS航空则因脱售飞机及偏低维修成本而带来较高的盈利贡献。

金融与投资业务取得2500万令吉盈利，比2012年同期的2600万令吉稍微下滑4%。此业务的业绩主要受到艾芬集团与Cadbury的贡献支撑。

「我们在今年面对挑战，因此將更加努力重提升业务成长，並寻找新的商机。我们有信心能凭著强稳的基本面与多元的收入与可行的业务，让我们取得成功，並再次达到盈利年。」丹斯里洛丁总结。

莫斯特控股今日下跌2仙至5.39令吉。[东方日报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	2,531,100	2,358,000	2,531,100	2,328,000
2	Profit/(loss) before tax	174,900	222,900	174,900	222,900
3	Profit/(loss) for the period	134,100	188,700	134,100	188,700
4	Profit/(loss) attributable to ordinary equity holders of the parent	99,900	144,600	99,900	144,600
5	Basic earnings/(loss) per share (Subunit)	9.66	13.98	9.66	13.98
6	Proposed/Declared dividend per share (Subunit)	7.50	7.50	7.50	7.50
		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 ($$)	4.5300		4.5000

Remarks :

The figures for the Period Ended 31 March 2012 have been restated to reflect the adoption of FRS 10 - Consolidated financial statements and FRS 11 - Interest in Joint Venture effective from 1 January 2013. The effects of the adoption is presented in Note 2 (i) of the attached report.

icy97

BOUSTEAD HOLDINGS BERHAD

EX-date	13/06/2013
Entitlement date	17/06/2013
Entitlement time	05:00:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	1st Interim Dividend - Single Tier 7.50 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	17/06/2013 to 17/06/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Boustead Management Services Sdn Bhd 13th Floor, Menara Boustead 69 Jalan Raja Chulan 50200 Kuala Lumpur Tel No. 03-21419044
Payment date	28/06/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	17/06/2013
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	0.075

icy97

放眼进军利润丰厚油气业　莫实德控股钱景亮丽

二零一三年五月二十五日 晚上七时二分
（吉隆坡25日讯）一个多元化集团并拥有6大核心业务的莫实德控股有限公司（BSTEAD，2771，种植组），现将放眼于利润丰厚的石油和天然气行业。

该集团已有近两个世纪的历史，目前涉及种植、医药、房地产、贸易、制造业、金融、投资和重工业业务。

该集团副主席兼集团董事经理丹斯里鲁汀仄卡玛鲁汀向传媒揭露：“虽然我们已拥有具体进军油气领域的计划，但是这些计划仍处于初步阶段。”

“我们经已向股东提到该领域拥有很大的潜能，我们打算通过一些途径来参与这个行业。”

首先，旗下莫实德重工业机构有限公司（BHIC，8133，工业产品组）拥有专业知识和服务，以及建造各类配套设备的窍门等长处来经营油气业。

“我们正在寻求兴建抛锚处理拖船和供应船、各类岸外支援船以及浮动、卸载、储存和生产设施。此外，我们已经成为国家石油公司一名持牌的油气业制造商。”

他说：“我们已经开始建造岸外支援船，然而规模上还是很小。”

鲁汀希望其他石油公司增加资本开支，并且预期油气业将会蓬勃发展、对能源需求增加，以及石油价格保持在每桶100美元左右的健康水平。

据报道，今年3月中旬，国家石油颁发总值30亿令吉的逾30份岸外支援船合约。分析师预计，这只是个开始。

岸外支援船的租船费也从2010年每制动马力1美元稳步提高到目前的2.20美元。

除此之外，鲁汀也为集团进军边际油田的生产和提高原油采收率感到兴奋。

他称：“但是，我们必须要格外谨慎，因为这是一笔庞大资金。因此，我们需要一个合作伙伴一起进军油气领域。”

目前，该集团透过持股51％的子公司Atlas Hall私人有限公司，提供服务和设备如多方位的泵予油气业，以提高采油率。

此外，他还补充，集团还提供直升机运输服务予国家石油。

莫实德控股另一家子公司MHS航空有限公司，在2011年获取一份总值30亿令吉的合约，为国油Carigali私人有限公司、大马埃克森美孚勘探和生产，以及纽菲尔德半岛（马）提供直升机服务长达10年。

那么持股超过60％的莫实得控股大股东，马来西亚武装部队基金局（LTAT）对前者进军油气业的看法甚样呢？

该局一直灵活地让莫实德控股决定进行什么类型的投资。

他指出：“集团的6大核心业务，实际上是由董事局和管理层所鉴定，因此我们相信可以为股东们，提供一个良好的可持续回报。”

由于集团未来分别在金融及医药业务中，料将会有收购行动，因此询问鲁汀，集团是否能够融资这些行动，而不会令到债务过于沉重呢。

他表示：“我认为我们仍然有筹资的空间。我们的资产负债表仍然强劲，而且我们期待继续出售非核心资产，这有助增加现金储备，以及释放我们的资产价值。”

在截至2012年，莫实德控股的贷款企于39亿令吉，而资产总额高达130亿令吉。

根据达证券行透露，莫实德控股说，它已经在3月15日完成了债务筹资计划以融资莫实德重工业的建设工程。

第2期的贷款融资，一共筹集28亿4000万令吉。而在去年3月，该集团的第一期抵押贷款融资获得20亿6000万令吉。

它说：“贷款总额共达49亿令吉，或占总合约价值的54％。”

达证券行估计，该集团的总借贷在2015财政年度将会大幅增加至接近100亿令吉，但这一数额相等于净负债比率的1.4倍。

该行称：“值得注意的是40亿令吉的债务，将建立在项目融资的基础上。此外，对方是联邦政府，因此我们认为违约风险不大。”

整体来看，鲁汀似乎对于重工业和种植业两个表现不佳的业务，在今年能够转盈表示有信心，因这可使到集团财务更强稳。[光华日报财经]

icy97

莫实得重工业获8109万合约 供应海军造船厂枪支

财经新闻 财经  2013-06-01 08:30
（吉隆坡31日讯）莫实得重工业（BHIC，8133，主板工业产品股）子公司，获莫实得海军造船厂私人有限公司（Boustead Naval Shipyard）颁发总值1729万916英镑（8109万4396令吉）的合约。

根据文告，莫实得重工业子公司Contraves Advanced Devices私人有限公司，30日接获莫实得海军造船厂颁发上述款项合约，为后者提供美国MSI防务系统公司的30毫米小口径枪，期长10年。

据了解，这项合约是为了满足莫实得海军造船厂，获大马政府颁发的第二代巡逻船和濒海战斗舰合约。

莫实得海军造船厂是莫实得重工业联号公司，亦是莫实得控股（Bstead，2771，主板贸服股）子公司。[南洋网财经]

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD HOLDINGS BERHAD (“BHB” OR “the Company”) – ISSUANCE OF LETTERS OF AWARD TO CONTRAVES ADVANCED DEVICES SDN BHD BY BOUSTEAD NAVAL SHIPYARD SDN BHD
The Company is pleased to announce that its subsidiary company, Boustead Naval Shipyard Sdn Bhd, had on 30 May 2013, awarded to the subsidiary of BHIC, Contraves Advanced Devices Sdn Bhd ("CAD"), a Contract for the Second Generation Patrol Vessels/Littoral Combat Ships ("LCS Programme"), which Letter of Acceptance was awarded to BNS by the Government of Malaysia. CAD is a subsidiary of Boustead Heavy Industries Corporation Berhad ("BHIC"), which in turn is a subsidiary of BHB.

Attachments BHB-announcement LOA to CAD SCG MSI (BHB-GLS) (final) (2).doc

icy97

寶實得及產託停牌2日

財經股市12 Jul 2013 22:30
（吉隆坡12日訊）寶實得產托（BSDREIT，5124，主要板產托）及寶實得（BSTEAD，771，主要板貿易）將從15日早上9時開始停牌至16日下午5時。

以上2家公司今日向馬證所報備，由于寶實得將在上述兩個交易日內，公佈有關寶實得產托的事宜，所以已獲馬證所批准停止交易2天。

今日閉市，寶實得產托報1.87令吉，寶實得報5.26令吉。[中国报财经]

Type	Announcement
Subject	SUSPENSION OF SECURITIES
Description	The Board of Directors of Boustead Holdings Berhad (“BHB”) wishes to announce that it has requested Bursa Malaysia Securities Berhad (“Bursa Securities”) for the suspension of trading in the securities of BHB from 9.00 a.m., 15 July 2013 until 5.00 pm, 16 July 2013 pending the release of a material announcement involving BHB and Al-Hadharah Boustead REIT. The request for suspension is made under subparagraph 3.1(a) of Practice Note 2 on Requests for Suspension of the Main Market Listing Requirements of Bursa Securities. This announcement is dated 12 July 2013.

APULA

注入资产？分拆上市？ 莫实得控股及产托停牌

财经新闻 财经  2013-07-13 10:32
（吉隆坡12日讯）莫实得控股（Bstead，2771，主板贸服股）与莫实得产托（Bsdreit，5124，主板产业信托股）配合重大宣布，将在下周一（15日）9时起停牌至16日。

莫实得控股今日向大马证券交易所申请停牌，莫实得产托也在稍后宣布接获前者通知，停牌两天。

今日闭市时，莫实得控股起2仙报5.26令吉，交投9万4600股；莫实得产托微扬1仙，收在1.87令吉，共32万6100股易手。

莫实得产托为大马首个回教农业产托，主要投资在农业用地以及棕油提炼厂房，截至2012年12月31日，该公司所持资产，包括12个面积总计1万9945公顷的油棕园，以及3个棕油提炼厂。

至于莫实得控股，旗下业务相当多元，包括种植、房地产、医药、重工业、贸易与工业，以及金融投资。

该公司于房地产领域十分活跃，位于珍珠白沙罗（Mutiara Damansara）的theCurve购物商场、UAC大厦、Royale Bintang酒店，以及位于士毛月的诺丁汉大学地段等，也是莫实得控股的资产之一。

大股东LTAT

早前有报道指出，若莫实得控股另设商业大楼或零售产托，又或者将这些资产注入莫实得产托，可为公司带来更高获利，也可让莫实得产托拥有更多资金添置地库。

不过，莫实得控股却未有任何行动，但有市场消息传出，该公司或会考虑将房地产业务分拆上市。

武装部队基金局（LTAT）为两家公司的大股东，该基金局于莫实得控股持股61.82%，于莫实得产托持股12.7%。

http://www.nanyang.com/node/548499?tid=462

icy97

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	PROPOSED CONVERSION OF AL-HADHARAH BOUSTEAD REIT TO A PRIVATE PROPERTY TRUST BY WAY OF AMENDMENT TO THE TRUST DEED, PROPOSED SELECTIVE UNIT REDEMPTION EXERCISE AND SPECIAL DIVIDEND
On behalf of the board of directors (“Board”) of BHB, AFFIN Investment Bank Berhad (“AFFIN Investment”) wishes to announce that BHB’s wholly-owned subsidiary, Boustead Plantations Berhad (“BPB”), had on 16 July 2013, issued a letter to the Board of Boustead REIT Managers Sdn Bhd (“Manager”), as the manager of Al-Hadharah Boustead REIT (“BREIT” or “Fund”) and to CIMB Islamic Trustee Berhad (“Trustee”), being the trustee for the Fund, to notify that BPB intends to convert the Fund from being a collective investment scheme to a private property trust. In this regard, BPB has requested the Manager to undertake the following corporate exercises: (i)         proposed amendment to the relevant clauses in the trust deed dated 11 December 2006, and amended and restated on 3 September 2009 (“Trust Deed”), executed between the Trustee and the Manager, constituting the Fund to allow the following: - the implementation of the Proposed SUR (as defined below); and - the conversion of the Fund to a private property trust which sole beneficiary shall be BPB. (collectively referred to as the “Proposed Amendment”); (ii)         proposed selective unit redemption exercise, involving the redemption of all undivided interest in the Fund as constituted by the Trust Deed (“Units”) held by the Fund’s unitholders (save and except for the Units held by BPB) and the corresponding cash repayment of RM1.90 per Unit to the Fund’s unitholders (excluding BPB) (“Proposed SUR”); and (iii)        proposed special dividend of RM0.20 per Unit to all unitholders (including BPB) of the Fund (“Special Dividend”). (the Proposed Amendment, Proposed SUR and Special Dividend are collectively referred to as the “Proposals”). Please refer to the enclosed attachment for further details on the Proposals This announcement is dated 16 July 2013.

Attachments BHB - final.pdf

APULA

私有化產託每股回退RM2.10 寶實得種植籌備上市

企業財經股市16 Jul 2013 17:33
（吉隆坡16日訊）寶實得（BSTEAD，2771，主要板貿易）欲壯大種植業務寶實得種植（Boustead Plantation Bhd）以上市馬股，計劃私有化寶實得產托（BSDREIT，5124，主要板產托）進行業務重組。

寶實得每單位將回退1.90令吉，及特別派息20仙，私有化寶實得產托總回退達6億1108萬令吉，估計整項企業活動可在今年底完成。

寶實得今日發佈文告指出，目前是透過獨資子公司寶實得種植與持股近54%的寶實得產托，管理種植業務。

“為展開上述企業活動，寶實得將透過寶實得種植私有化寶實得產托，以選擇性資本單位贖回與資本回退，每單位可獲2.10令吉現金回退。”

實現小股東投資目的

該公司說，截至今年3月底，寶實得產托每單位淨資產值（NAV）達1.80令吉，現在每單位回退2.10令吉，等同溢價16.7%；或較截至本月12日的5天平均交易價1.85令吉，溢價13.5%。

“選擇性單位回退，是公司透過贖回所有單位信托（除了寶實得種植持有部分），屆時寶實得產托將從集體投資模式轉為私人產托單位，不過一切仍需尋求股東同意。”

配合上述企業活動，寶實得產托及寶實得已自昨日（15日）開始停牌，直至明日上午9時復牌；上週五閉市，寶實得產托報1.87令吉，寶實得則掛5.26令吉。

寶實得副主席兼集團董事經理丹斯里洛丁透過文告指出，此時私有化寶實得產托時機正好，以供整合種植業務，積大化經濟效益，並能與其他業務相輔相成。

“這項企業活動可助寶實得產托長期投資者，尤其是小股東，可實現投資目的，並獲誘人回報。”

http://www.chinapress.com.my/node/440419

icy97

莫實得估值看好

熱股評析  2013-07-17 17:55
（吉隆坡17日訊）莫實得控股（BSTEAD，2771，主板貿服組）將旗下莫實得回教信托（BSDREIT，5124，主板產業投資信托組）私有化，分析員普遍認為，短期內對該公司盈利影響不顯著，惟較後整合種植業務上市，將有助於釋放潛在價值，可為估值加分。

該公司將旗下莫實得回教信托私有化，分析員普遍對此計劃持中和態度，惟可為小股東因私有化後的盈利貢獻減少而獲取一些補償。

肯納格研究指出，該公司以每單位2令吉10仙進行私有化，將等於其2014年財政年賬面值比1.1倍，比整體行業平均1.2倍較低。惟莫實得回教信托盈利基礎及市值，比其他同業較低，使它估值出現折價是合理的。

肯納格指出，若以本益比計算，它的私有化價格等於2014年的19.4倍，惟若以2013年首季淨利1千390萬令吉加以年度計，它的本益比則提高至23.9倍水平。

負債增加至72億令吉

“假設該公司100%借貸融資私有化計劃，截至2013年3月1日為止，該公司的淨負債，將從66億令吉增加至72億令吉，而負債率則從1.4倍增加至1.5倍。這對核心淨利影響不顯著，調整後淨資產值略為增加，不過，卻還不至於足夠調升其評級。”

豐隆研究認為，該公司私有化計劃涉及資金為6億1千110萬令吉，使該公司截至2012年12月止的負債率從1.23倍增加至1.38倍，仍落在可管理水平，特別是旗下種植業務上市後，將有助降低負債率。

豐隆指出，該公司潛在利空包括旗下業務營收未能達標及／或賺幅縮減，以及偏高負債的潛在售股集資活動料沖淡盈利表現。惟潛在利好，則包括其股價仍然便宜，周息率偏高以及潛在價值尚待全面反映。

黃氏唯高達指出，該公司完成私有化計劃後，旗下種植土地將增加1萬9千900公頃至8萬1千300公頃，預料它將在12個月內將種植業務上市。假設上市估值本益比16倍，若它脫售其中40%股權，將可籌得7億2千萬令吉資金。

達證券指出，上述私有化計劃影響不顯著，僅使該公司2014年財政年每股淨利微增1%；投資者應關注的潛在風險，包括旗下第二輪的巡邏艇執行風險，原棕油價格劇跌，及為重工業務提供更多撥備金等。

今日閉市，莫實得控股漲10仙，收5令吉36仙，莫實得回教信托則升15仙，掛2令吉零2仙。（星洲日報／財經）

icy97

Notice of Interest Sub. S-hldr (29A)

BOUSTEAD HOLDINGS BERHAD

Particulars of Substantial Securities Holder

Name	Kumpulan Wang Persaraan (Diperbadankan)
Address	Aras 4,5 & 6, Menara Yayasan Tun Razak 200 Jalan Bukit Bintang 55100 Kuala Lumpur
NRIC/Passport No/Company No.	KWAPACT6622007
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	Kumpulan Wang Persaraan (Diperbadankan) Aras 4,5 & 6, Menara Yayasan Tun Razak 200 Jalan Bukit Bintang 55100 Kuala Lumpur

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	09/07/2013
No of securities	19,382,600
Circumstances by reason of which Securities Holder has interest	82,600 - Purchase of shares in open market by KWAP 19,300,000 - Private Placement Exercise
Nature of interest	Direct
Price Transacted ($$)
Total no of securities after change
Direct (units)	64,402,600
Direct (%)	6.23
Indirect/deemed interest (units)	1,045,330
Indirect/deemed interest (%)	0.1
Date of notice	15/07/2013

Name	Lembaga Tabung Angkatan Tentera
Address	Tingkat 10-12, Bangunan LTAT Jalan Bukit Bintang 55100 Kuala Lumpur
NRIC/Passport No/Company No.	ACT1011973
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	Lembaga Tabung Angkatan Tentera Tingkat 10-12, Bangunan LTAT Jalan Bukit Bintang 55100 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	09/07/2013	19,300,000

Circumstances by reason of which change has occurred	Disposal
Nature of interest	Direct
Direct (units)	19,300,000
Direct (%)	1.87
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	619,998,309
Date of notice	15/07/2013

icy97

icy97 发表于 17-1-2012 01:56 AM
寶實得售印尼公司 95%股權1.2億成交

財經16/01/2012 17:35

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD HOLDINGS BERHAD (“BHB” OR “COMPANY”) (I) PROPOSED DISPOSAL OF 760,064 SHARES IN PT DENDYMARKER INDAHLESTARI (“PTDI”) BY BOUNTY CROP SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF BOUSTEAD PLANTATIONS BERHAD, WHICH IN TURN IS A WHOLLY-OWNED SUBSIDIARY OF BHB, AND BAPAK SUPRIADI, TO PT. AGRO INVESTAMA GEMILANG FOR A TOTAL DISPOSAL CONSIDERATION OF USD38,000,000 (“PROPOSED DISPOSAL”) (II)        PUT AND CALL OPTION AGREEMENT BETWEEN BOUNTY CROP SDN BHD AND PT. AGRO INVESTAMA GEMILANG FOR THE RIGHT TO SELL OR PURCHASE 40,003 SHARES IN PTDI AT AN EXERCISE PRICE OF USD2,000,000 (“OPTION AGREEMENT”) (COLLECTIVELY REFERRED TO AS “PROPOSALS”)
(COLLECTIVELY REFERRED TO AS "PROPOSAL") We refer to the announcements dated 16 January 2012, 28 September 2012 and 30 November 2012 in relation to the Proposals. Further thereto, the Board of Directors of BHB wishes to announce that Bounty Crop has received the exercise price of USD2 million on 24 July 2013 from PTAIG for the exercise of the right to sell 40,003 PTDI shares pursuant to the Option Agreement. As such the Option Agreement has been completed on even date. This announcement is dated 24 July 2013.

icy97

次季净利涨40%　莫实得派息7.5仙

財经 2013年8月21日
（吉隆坡21日讯）莫实得控股（BSTEAD，2771，主板贸服股）2013財政年次季（截至6月30日止）净利按年成长40%，至6120万令吉，去年同期为4370万令吉。        

不过，该集团2013財政年上半年净利却按年下跌14.45%，从去年同期的1亿8830万令吉，减少至1亿6110万令吉。

至於营业额方面，该集团次季营业额按年微跌4.3%，至23亿9010万令吉，去年同期为24亿9690万令吉；而上半年营业额按年微起1.36%，至49亿2120万令吉，去年同期是48亿5490万令吉。

无论如何，该集团建议派发每股7.5仙的第二次中期单层股息，该股息將在9月13日除权，並会在9月30日支付。这也意味著截至2013財政年6月30日，该集团已派发每股15仙股息。

莫实得控股副主席兼集团董事经理丹斯里洛汀在文告中说，「身为强稳周息率股项，我们了解对股东的职责，也非常高兴在现季度派发总额高达7800万令吉的股息给股东，令上半年派发股息共达15仙，总额达1亿5500万令吉。」

產业业务强劲

文告也指出，產业业务成为该集团最大的贡献来源，在首6个月期间交出7700万令吉税前盈利，比去年的5600万令吉高出38%。

此业务的强劲表现主要因为备受赞好的雪兰莪Mutiara Damansara发展计划的企业单位销售带动，而產业发展计划的进度付款以及脱售一项投资產业获利1500万令吉，也令產业业务表现良好。

基於弃留的计划不再影响业绩，重工业业务在今年首6个月取得2900万令吉税前盈利，其在去年同期蒙受3300万令吉亏损。

药剂业务方面，现財政年上半年取得3200万令吉税前盈利，比去年同期来得少，主要因为此业务的特许经营业务销售减低、针对呆帐做出拨备以及產量下跌。

种植业务因受到原棕油价格下滑衝击，在首6个月取得偏低的1600万令吉税前盈利。原棕油平均每公吨2328令吉，比去年同期的平均每公吨3190令吉下滑27%。同时，鲜果串减產也打击此业务的表现。

金融与投资业务在上半年取得4900万令吉税前盈利，与去年同期持平。

儘管建筑材料业务销量疲弱，贸易与工业业务在財政年上半年仍取得6400万令吉盈利，比去年同期的6300万令吉有所增长。这主要因为BHPetrol取得偏高的销量与脱售產业所得，带动盈利增长12%。

洛汀总结说，「我们的上半年业绩表现良好，因而谨慎乐观看待財政年下半年將表现良好。」[东方日报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	2,390,100	2,496,900	4,921,200	4,854,900
2	Profit/(loss) before tax	93,100	79,400	268,000	302,300
3	Profit/(loss) for the period	74,700	56,000	208,800	244,700
4	Profit/(loss) attributable to ordinary equity holders of the parent	61,200	43,700	161,100	188,300
5	Basic earnings/(loss) per share (Subunit)	5.92	4.23	15.58	18.21
6	Proposed/Declared dividend per share (Subunit)	7.50	7.50	15.00	15.00
		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 ($$)	4.5200		4.5000

Remarks :

The figures for the Quarter Ended and Period Ended 30 June 2012 have been restated to reflect the adoption of FRS 10 - Consolidation financial statements and FRS 11 - Interest in Joint Ventrure effective from 1 January 2013. The effects of the adoption is presented in Note 2(i) of the attached report.

icy97

BOUSTEAD HOLDINGS BERHAD

EX-date	11/09/2013
Entitlement date	13/09/2013
Entitlement time	05:00:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second Interim Dividend - Single Tier 7.5 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	13/09/2013 to 13/09/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Boustead Management Services Sdn Bhd 13th Floor, Menara Boustead 69 Jalan Raja Chulan 50200 Kuala Lumpur Tel No. 03-21419044
Payment date	30/09/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	13/09/2013
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	0.075

icy97

莫實得控股財測下修

熱股評析  2013-08-22 17:40
（吉隆坡22日訊）莫實得控股（BSTEAD，2771，主板貿服組）首半年業績普遍比市場預期差，主要是疲弱的種稙及藥劑業務拖累，在調低這兩項業務的盈利貢獻後，分析員將2013至2015財政年財測削減5至18%。

肯納格研究指出，該公司旗下貿易及製造及藥劑業務將提供持續重复收入，種植業務前景較為暗淡，產業領域前景則表現平平，惟重型工業則保持平穩，使該行對它整體財測保持不變。

達證券指出，隨著次季業績出爐，該行將2013至2015財政年的淨利預測，各下調7.3%，5.9%以及6.2%，原因包括其上半年的鮮果串回酬率偏低、MHS航空在次季蒙受虧損，以及藥劑業務銷售及製造盈利比預測低等利空。

達證券指出，該公司下半年的巡邏艇工程將有更多入賬，以及藥劑業務將复甦，使該行仍給它“買進”評級。

黃氏唯高達預測2013年淨利為3億5千800萬，2014年為4億5千100萬，以及2015年為5億零400萬令吉。該公司派息率70%，周息率介於5至6%水平，料可為股價提供一些支撐。（星洲日報／財經）

icy97

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD HOLDINGS BERHAD (“BHB”) PROPOSED ACQUISITION BY PHARMANIAGA INTERNATIONAL CORPORATION SDN BHD AND PT DASAR TECHNOLOGI OF 40,000 ORDINARY SHARES IN PT ERRITA PHARMA (“ERRITA”) FROM SUTJIPTO TJENGUDORO AND HENDRIJANTO SURJO SUSENO (All currency translations from American Dollars (“USD”) to Ringgit Malaysia (“RM”) used throughout this announcement are based on the rate of USD1.00:RM:3.336 as at 28 August 2013)
The Board of Directors of BHB (“Board”) wishes to announce that Pharmaniaga International Corporation Sdn Bhd (“Pharmaniaga Corp”), a wholly-owned subsidiary of Pharmaniaga Berhad which in turn is a subsidiary of BHB, and PT Dasar Technologi had on 29 August 2013 entered into a Binding Agreement (“BA”) with Sutjipto Tjengudoro and Hendrijanto Surjo Suseno for the proposed acquisition of 40,000 ordinary shares in ERRITA (“Sale Shares”) (hereinafter referred to as “Proposed Acquisition”). Pursuant to the Proposed Acquisition, Pharmaniaga Corp will hold 75% interest in ERRITA and will be required to make the following payments: (i)             USD13.5 million (approximately RM45.04 million) as purchase consideration for the acquisition of 30,000 Sale Shares, representing 75% of the total issued and paid-up share capital of ERRITA; and (ii)            up to USD4.5 million (approximately RM15.01 million) as payment for the total liabilities of ERRITA pursuant to the BA, corresponding to the proportionate equity interest to be acquired by Pharmaniaga Corp in ERRITA as set out in Part (i) above. For further details on the Proposed Acquisition, please refer to the announcement made by Pharmaniaga Berhad on 29 August 2013. This announcement is dated 29 August 2013.

icy97

法庭判Maraputra胜诉 莫实得子公司须偿633万

财经新闻 财经  2013-09-05 12:17
（吉隆坡4日讯）莫实得（BSTEAD，2771，主板贸服股）子公司遭法庭判决，需向起诉方偿付633万令吉。

莫实得向马交所报备，怡保高庭宣判，允许起诉方Maraputra私人有限公司向莫实得的子公司———莫实得海军造船厂私人有限公司（Boustead Naval Shipyard），索偿共633万令吉款项。

怡保高庭也驳回莫实得海军造船厂的反诉。

但莫实得表示，其子公司正准备对此案提出上诉。[南洋网财经]

Type	Announcement
Subject	MATERIAL LITIGATION
Description	IPOH HIGH COURT WRIT SUMMONS NO. 22 - 163 – 2010 MARAPUTRA SDN BHD -V- BOUSTEAD NAVAL SHIPYARD SDN BHD
We refer to our announcements dated 26 July 2010 and 11 August 2010 in relation to the Ipoh High Court civil suit by Maraputra Sdn Bhd ("Maraputra") against our subsidiary, Boustead Naval Shipyard Sdn. Bhd. ("BNS"). We have been informed by BNS' lawyers on 3 September 2013 that the Ipoh High Court had on 2 September 2013 allowed Maraputra’s claims amounting to RM6,337,902.58, together with interest accruing thereon calculated on a daily basis at the rate of 4% per annum from 14 July 2010 (date of filing of the Writ Summons) to 2 September 2013 (date of Judgement) and 5% per annum from 2 September 2013 until full settlement, and costs of RM150,000.00 to Maraputra. The Court also dismissed BNS’ counterclaim. BNS in consultation with its lawyers are of the view it has good grounds to appeal against the High Court’s decision. BNS is currently preparing to file an appeal to the Court of Appeal. This announcement is dated 4 September 2013.

icy97

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	PROPOSED CONVERSION OF AL-HADHARAH BOUSTEAD REIT TO A PRIVATE PROPERTY TRUST BY WAY OF AMENDMENTS TO THE TRUST DEED, PROPOSED SELECTIVE UNIT REDEMPTION EXERCISE AND PROPOSED SPECIAL DIVIDEND
Reference is made to the Company’s announcement dated 16 July 2013 (“Announcement”) in relation to the Proposals. Unless otherwise defined, the abbreviations used throughout this announcement are the same as previously defined in the Announcement. Pursuant to the SUR Proposal Letter, as a condition to the Proposed SUR, BPB had proposed that the Fund proposes a special dividend of RM0.20 per Unit to all the unitholders (including BPB) of the Fund. The final quantum of the special dividend to be proposed by the Manager is to be decided upon by the Manager after taking into account, among others: (i)             the investment securities held by the Fund to be liquidated; (ii)            the expected lease rental to be received by the Fund; and (iii)           the performance-based profit sharing to be received by the Fund up to the Entitlement Date, after deducting all expected and relevant expenses incurred by the Fund. On behalf of the Board, AFFIN Investment wishes to announce that BPB had today received a letter from the Board of the Manager informing BPB of the following: (a)           subject to obtaining the approval of the unitholders of the Fund in accordance with item (b) below, the final quantum of the special dividend be fixed at RM0.16 per Unit (“Final Special Dividend Amount”) as opposed to RM0.20 per Unit proposed by BPB in the SUR Proposal Letter; and (b)        in conjunction with the approval to be obtained from the unitholders of the Fund in respect of the Proposals, the approval of the unitholders of the Fund will be sought for the Board of the Manager to declare and the Fund to pay the Final Special Dividend Amount, and such payment to be made on such date as may be determined by the Board of the Manager with the approval of the Trustee. As the Final Special Dividend Amount of RM0.16 per Unit is less than RM0.20 per Unit proposed by BPB in the SUR Proposal Letter, the SUR Offer Price shall be adjusted to RM1.94 per Unit to ensure that the Entitled Unitholders shall receive a total cash payment of RM2.10 per Unit in accordance with the SUR Proposal Letter. This announcement is dated 12 September 2013.

icy97

莫实得1.8亿拿笃购地

财经新闻 财经  2013-09-28 11:03
（吉隆坡27日讯）莫实得（BSTEAD，2771，主板贸服股）斥资1亿8459万6825令吉，在沙巴拿笃购入两块面积共达2409.8公顷土地，扩大油棕种植地库。

根据文告，莫实得间接子公司莫实得Rimba Nilai私人有限公司，是从汉联机构（HARNLEN，7501，主板种植股）子公司Uniglobal公司手中购得上述两块租赁土地，预计此交易将可在合约执行后的3个月内完成。

“这项购地活动将有助莫实得旗下种植业务，继续在马扩大油棕种植活动，而购地资金将来自内部融资或银行借贷。”[南洋网财经]

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	BOUSTEAD HOLDINGS BERHAD (“BHB” OR “COMPANY”) PROPOSED ACQUISITION OF TWO (2) PIECES OF OIL PALM PLANTATION LAND IN DISTRICT OF LAHAD DATU, SABAH MEASURING APPROXIMATELY IN TOTAL 2,409.8 HECTARES BY BOUSTEAD RIMBA NILAI SDN. BHD, A WHOLLY OWNED SUBSIDIARY OF BOUSTEAD PLANTATIONS BERHAD, WHICH IN TURN IS A WHOLLY-OWNED SUBSIDIARY OF BHB FROM UNIGLOBAL SDN. BHD. (“UNIGLOBAL”) FOR A TOTAL CASH CONSIDERATION OF RM184,596,825 (“PROPOSED ACQUISITION”)
The Board of Directors of BHB wishes to announce that Boustead Rimba Nilai Sdn. Bhd. (“BRNSB”), a wholly-owned subsidiary of Boustead Plantations Berhad (“BPB”), which is a wholly-owned subsidiary of BHB, has entered into a [conditional] sale and purchase agreement with Uniglobal (“Vendor”) on even date (“SPA”) for the acquisition of two (2) pieces of (contiguous) leasehold land held under country lease (“CL”) measuring approximately in total 2,409.8 hectares and which are located in the District of Lahad Datu, Sabah (the “Plantation Land”) currently operating as  oil palm plantations for a total cash consideration of RM184,596,825.   Please refer to the attachment for the full announcement. This announcement is dated 27 September 2013.

Attachments Uniglobal - Bursa Annoucement (final) (2).pdf

icy97

icy97 发表于 18-12-2011 01:06 AM
莫實得控股‧獲國防部90億造船合約

大馬財經  2011-12-17 11:38

国防部修订授权书 莫实得合约确定90亿

财经新闻 财经  2013-10-02 10:09
（吉隆坡1日讯）莫实得（BSTEAD，2771，主板贸服股）接获国防部有关负责设计、建造和运送6艘巡逻战斗舰的修订授权书，确定该造船合约价值为90亿令吉。

莫实得今天向马交所报备，子公司莫实得海军造船厂（Boustead Naval Shipyard）获得国防部确定合约价值，打造6艘护卫级“第二代巡逻濒海战斗舰”给大马皇家海军。

国防部在修订授权书中除了确定合约价值为90亿令吉，也阐明合约为期10年，生效期从2011年12月29日至2021年12月28日。

预支7亿
此外，国防部将分阶段预支7亿令吉，予莫实得海军造船厂。

莫实得表示，合约不影响2013财年的盈利，但预估带动集团未来盈利表现。

莫实得2010年10月宣布，接获国防部颁发打造6艘巡逻战斗舰的意向书；2011年12月再公布合约价值和分阶段履行合约。[南洋网财经]

BOUSTEAD HOLDINGS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD HOLDINGS BERHAD (“BHB” OR “THE COMPANY”) – RECEIPT OF AMENDED LETTER OF ACCEPTANCE FOR THE CONTRACT TO DESIGN, CONSTRUCT, EQUIP, TEST AND DELIVER SIX (6) UNITS OF SECOND-GENERATION PATROL VESSELS WITH COMBATANT CAPABILITIES (LITTORAL COMBATANT SHIPS (LCS)) BY BOUSTEAD NAVAL SHIPYARD SDN BHD
Further to the announcement made on 16 December 2011, the Company wishes to inform that on 1 October 2013, its subsidiary company, Boustead Naval Shipyard Sdn. Bhd. (“BN Shipyard”) has received an amended Letter of Acceptance (“Amended LOA”) dated 27 September 2013 from the Ministry of Defence Malaysia for the contract to design, construct, equip, test and deliver six (6) units of Second-Generation Patrol Vessels With Combatant Capabilities (Littoral Combatant Ships, LCS) for the Royal Malaysian Navy (“the Contract”). The Ministry of Defence Malaysia, in the Amended LOA has confirmed the following:- i)     The value of the Contract has been fixed at RM9.0 billion. ii)    The Contract period is 10 years, effective from 29 December 2011 to 28 December 2021. iii)   Further advance payment of RM700 million will be paid in stages to BN Shipyard. The Contract will have no material effect on the earnings of the Company for the financial year ending 31 December 2013 but will contribute positively to the future earnings of the BHB Group. None of the directors or substantial shareholders of the Company, or persons connected with them, have any interest, direct or indirect, in the Contract. This announcement dated 1 October 2013.

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD HEAVY INDUSTRIES CORPORATION BERHAD ("BHIC" OR "THE COMPANY") - RECEIPT OF AMENDED LETTER OF ACCEPTANCE FOR THE CONTRACT TO DESIGN, CONSTRUCT, EQUIP, TEST AND DELIVER SIX (6) UNITS OF SECOND-GENERATION PATROL VESSELS WITH COMBATANT CAPABILITIES [LITORRAL COMBATANT SHIPS (LCS)]
Further to the announcement made on 16 December 2011, the Company wishes to inform that on 1 October 2013, its associate company, Boustead Naval Shipyard Sdn. Bhd. ("BN Shipyard") has received an amended Letter of Acceptance ("Amended LOA") dated 27 September 2013 from the Ministry of Defence Malaysia for the contract to design, construct, equip, test and deliver six (6) units of Second-Generation Patrol Vessels with Combatant Capabilities (Littoral Combatant Ships, LCS) for the Royal Malaysian Navy ("the Contract"). Via the Amended LOA, the Ministry of Defence Malaysia has confirmed the following:- i) The value of the Contract has been fixed at RM9.0 billion. ii) The Contract period is 10 years, effective from 29 December 2011 to 28 December 2021. iii) Further advance payment of RM700 million will be paid in stages to BN Shipyard. The Contract will have material effect on the earnings of the Company for the financial year ending 31 December 2013, and will contribute positively to the future earnings of the BHIC Group. None of the directors or substantial shareholders of the Company, or persons connected with them, have any interest, direct or indirect, in the Contract. This announcement is dated 1 October 2013.