【LIONCOR 3581 交流专区】金狮集团

sengtong88

金狮还有可能起吗？

理不胜辞

@sengtong88
从我买这支股开始，我就一直亏钱，忍痛斩了它，已经对它失望了。。。

sengtong88

理不胜辞 发表于 18-12-2012 10:53 AM
@sengtong88
从我买这支股开始，我就一直亏钱，忍痛斩了它，已经对它失望了。。。

Hmm...我始终觉得卖铁的市场很大。。可就是不明白为什么它为什么就是不起。。

hoiway

sengtong88 发表于 18-12-2012 06:42 PM
Hmm...我始终觉得卖铁的市场很大。。可就是不明白为什么它为什么就是不起。。

若你有留意钢铁股，全部的净利都不超过10%，大部分三两年就会亏本，然后来个“转亏为盈”，股息也没5%，不值得持有。

sengtong88

hoiway 发表于 18-12-2012 06:51 PM
若你有留意钢铁股，全部的净利都不超过10%，大部分三两年就会亏本，然后来个“转亏为盈”，股息也没5%，不 ...

也对。。金狮就是两三年之后下得厉害。。
那你觉得云顶大马多少进才划得过？

hoiway

sengtong88 发表于 18-12-2012 07:06 PM
也对。。金狮就是两三年之后下得厉害。。
那你觉得云顶大马多少进才划得过？

哈哈，大部分的股友都爱问多少价钱值得买入。那要看你买进这档股票的目的，然后才可制定策略呀。

以长期持有来说，一点都不值得：

1。近5年复合成长率才8.6%，进步非常缓慢。
2。股息不成超过3%，如你买在高价，只有期望卖在更高价了。以GENM3Q净利来说，现在PE=15.63，5年平均最高PE为17。

sengtong88

hoiway 发表于 18-12-2012 07:26 PM
哈哈，大部分的股友都爱问多少价钱值得买入。那要看你买进这档股票的目的，然后才可制定策略呀。

以长 ...

对咯。。云顶股息是蛮低的。。
PE是什么？怎么算的？那么高息的。。Maybank?

理不胜辞

现在的股市，以我的观点来说，还是买蓝筹和投机最好，见好就收。。。

hoiway

sengtong88 发表于 18-12-2012 11:30 PM
对咯。。云顶股息是蛮低的。。
PE是什么？怎么算的？那么高息的。。Maybank?

去看一看“冷眼”的“三十年投资心得”吧，那是很棒的股市入门书。

icy97

LION CORPORATION BERHAD

Type	Announcement
Subject	OTHERS
Description	DISSOLUTION OF A SUBSIDIARY COMPANY
The Board of Directors of Lion Corporation Berhad (“LCB”) hereby announce that LCB was informed by the Companies Commission of Malaysia (“CCM”) on 20 December 2012 that Logic Furniture (M) Sdn Bhd (“Logic Furniture”), a dormant subsidiary, had following its application for deregistration to the CCM, been struck off the Register of Companies and dissolved on 15 October 2012 pursuant to Section 308 of the Companies Act, 1965. The dissolution of Logic Furniture does not have any material impact on the earnings and net assets of the Group.

icy97

icy97 发表于 7-12-2012 11:58 PM

LION CORPORATION BERHAD

Type	Announcement
Subject	OTHERS
Description	LION CORPORATION BERHAD (“LCB” OR “COMPANY”) PROPOSED LCB DEFERMENT
This announcement is dated 28 December 2012. We refer to the announcement dated 7 December 2012 in respect of the Proposed LCB Deferment (“Announcement”). Unless otherwise stated, the defined terms used in this announcement shall carry the same meaning as defined in the Announcement. On behalf of the Board of Directors of LCB, AmInvestment Bank Berhad wishes to announce that at the meeting of the LCB Lenders held today, the resolutions in relation to the Proposed LCB Deferment were passed with the requisite majority. Accordingly, the following redemption/repayments/payments by LCB will be deferred from 31 December 2012 to 31 December 2013:- (i)        the redemption of the outstanding nominal value of the LCB Class B(a) Bonds and LCB Class B(b) Bonds amounting to RM295.9 million; (ii)        the repayment of the outstanding nominal value of the LCB Class B Debts amounting to USD0.49 million; and (iii)        the payment of the principal and coupon on the LCB Class B(a) RCSLS, LCB Class B(b) RCSLS and LCB Class B(c) RCSLS amounting to RM263.3 million.

icy97

icy97 发表于 13-12-2012 01:49 AM

LION CORPORATION BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	LION CORPORATION BERHAD (“LCB” OR “COMPANY”) PROPOSED DISPOSAL OF 189,338,125 ORDINARY SHARES OF RM1.00 EACH IN LION INDUSTRIES CORPORATION BERHAD (“LICB”) (“LICB SHARES”), REPRESENTING 26.38% EQUITY INTEREST IN LICB (EXCLUDING TREASURY SHARES) BY LCB AND ITS WHOLLY-OWNED SUBSIDIARIES, PMB JAYA SDN BHD (“PMB JAYA”) AND BRIGHT STEEL SDN BHD (“BSSB”), TO TAN SRI WILLIAM H.J. CHENG (“TSWC”) AND DYNAMIC HORIZON HOLDINGS LIMITED (“DYNAMIC HORIZON”) FOR AN AGGREGATE CONSIDERATION OF RM265,000,000 (OR APPROXIMATELY RM1.40 PER LICB SHARE) (“PROPOSED DISPOSAL OF LICB SHARES”)
This announcement is dated 28 December 2012. We refer to the announcement dated 7 December 2012 in respect of the Proposed Disposal of LICB Shares (“Announcement”). Unless otherwise stated, the defined terms used in this announcement shall carry the same meaning as defined in the Announcement. On behalf of the Board of Directors of LCB, AmInvestment Bank Berhad wishes to announce that at the meeting of the LCB Lenders held today, the resolution in relation to the Proposed Disposal of LICB Shares was passed with the requisite majority.

icy97

取消免税　钢铁业启动贸易保护

財经 2013年1月23日
（吉隆坡23日讯）政府取消18种进口的钢铁的免税待遇，拉昔胡申研究认为將此措施对金狮机构（LIONCOR，3581，主板工业股）有利，且是政府对钢铁领域实行贸易保护的开始。

国际贸易及工业部宣佈，从2013年2月1日开始，取消18种进口钢铁所享有的免税待遇。       

无论如何，用于生產出口成品、生產国內未有的成品、或不用于国內生產的进口钢铁，將得以继续享有免税待遇。分析员指出，受影响的钢铁產品包括了广泛种类的热轧铁卷（HRC），而金狮机构旗下子公司美佳钢铁（Megasteel）则是国內热轧铁卷的唯一生產商。

目前，国內冷轧铁卷（CRC）生產商从美佳钢铁手中採购近一半所需的热轧铁卷，而另一半则通过进口获得。在上述举措实行后，分析员相信国內的冷轧铁卷生產商將增加对美佳钢铁的热轧铁卷採购。

表面上，上述举措似乎將对国內冷轧铁卷业者带来负面的打击，特別是美佳钢铁的热轧铁卷售价一般比国际价格来得高，而且也一直存在著素质上的问题。

然而，分析员认为此举也可被解读为政府在钢铁领域实行贸易保护主义的开端，即包括冷轧铁卷在內的钢铁成品也將面临进口限制。「若政府实行贸易保护主义，那么长期而言將对下游业者带来正面的影响。」

鉴于產能过剩以及需求復甦疲弱，预测2013年的全球钢铁领域仍然充满挑战，但分析员相信钢铁领域已接近週期的谷底。近期中国宣佈有利成长的政策，加上钢铁减產加速和大规模的去库存化活动，將给予国际钢铁价格强劲的扶持。同时，经济转型计划（ETP）下的大规模建设项目，以及汽车和製造业的稳健成长，也將维持国內的钢材消费量。

拉昔胡申研究分析员维持钢铁领域「中和」评级。

另外，大马钢铁协会（MSA）和大马钢铁工业联合会（MISIF）同时对政府上述举措表示欢迎，並且將全力支持。

同时，大马钢铁协会希望政府能够对其他的扁钢进口產品也取消免税优惠，如冷轧铁卷。

受益于此利好消息，金狮机构週三股价上涨1.5仙或5.17%，报0.305令吉。[东方财经]

etking

短期看不到利益哦，长期又不会看。。。烦恼ing...

icy97

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	436,581	913,734	1,131,593	1,589,361
2	Profit/(loss) before tax	-147,089	-75,688	-273,638	-214,728
3	Profit/(loss) for the period	-123,088	-63,277	-229,043	-182,857
4	Profit/(loss) attributable to ordinary equity holders of the parent	-101,636	-52,451	-189,187	-149,802
5	Basic earnings/(loss) per share (Subunit)	-7.72	-13.80	-14.37	-39.40
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 ($$)	0.2000		0.3500

icy97

金狮出每股RM1.40 偏低 金狮工业售价不合理

财经新闻 财经  2013-04-10 13:24
（吉隆坡9日讯）独立顾问认为，金狮（LionCor，3581，主板工业产品股）脱售金狮工业（LionInd，4235，主板工业产品股）26.38%股权的献议“不合理”。

担任独立顾问的达证券表示，以每股1.40令吉的价格脱售，意味着金狮工业净资产的0.31倍股价对账面比率、对比0.52倍同业平均出现40.38%的折价，所以脱售价格并不合理。

达证券也点出，金狮工业截至2012年6月30日财年蒙受净亏损，所以，就本益比推算的脱售价格并无实在意义。

达证券指出，尽管大马经济不错，但本地钢铁业者包括金狮皆受营运环境问题冲击。

这是因为国际和本地需求疲软，以及海外钢铁业者倾销。

去年12月间，金狮、独资子公司PMBJaya私人有限公司与Bright Steel私人有限公司，以2亿6500万令吉脱售金狮工业1亿8930万股予钟廷森和Dynamic Horizon控股。

金狮表示，公司与PMB Jaya将把脱售所得用于赎回或偿还金狮债券与债务，而BrightSteel脱售股权所得则会成为营运资本。[南洋网财经]

icy97

icy97 发表于 28-12-2012 09:42 PM

LION CORPORATION BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	LION CORPORATION BERHAD (“LCB” OR THE “COMPANY”) (i) PROPOSED DISPOSAL OF 181,856,809 ORDINARY SHARES OF RM1.00 EACH IN LION INDUSTRIES CORPORATION BERHAD (“LICB”) (“LICB SHARES”), REPRESENTING APPROXIMATELY 25.34% EQUITY INTEREST IN LICB (EXCLUDING TREASURY SHARES) BY LION CORPORATION BERHAD AND ITS WHOLLY-OWNED SUBSIDIARY, PMB JAYA SDN BHD TO TAN SRI WILLIAM H.J. CHENG (“TSWC”) AND DYNAMIC HORIZON HOLDINGS LIMITED FOR AN AGGREGATE CONSIDERATION OF RM254,529,000 (OR APPROXIMATELY RM1.40 PER LICB SHARE) (“PROPOSED DISPOSAL OF LICB SHARES BY LCB PMB JAYA”); AND (ii) PROPOSED DISPOSAL OF 7,481,316 LICB SHARES, REPRESENTING APPROXIMATELY 1.04% EQUITY INTEREST IN LICB (EXCLUDING TREASURY SHARES) BY BRIGHT STEEL SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF LCB TO TSWC FOR A CONSIDERATION OF RM10,471,000 (OR APPROXIMATELY RM1.40 PER LICB SHARE) (“PROPOSED DISPOSAL OF LICB SHARES BY BSSB”) (COLLECTIVELY REFERRED TO AS “PROPOSED DISPOSAL OF LICB SHARES”)
This announcement is dated 25 April 2013. Reference is made to the Company’s announcements dated 7 December 2012, 12 December 2012, 28 December 2012, 4 April 2013 and 23 April 2013 (“Announcements”) and the Circular to Shareholders dated 8 April 2013 in relation to the Proposed Disposal of LICB Shares (“Circular”). Unless otherwise stated, defined terms in this announcement shall carry the same meanings as defined in the Announcements and the Circular. On behalf of the Board of Directors of LCB, AmInvestment Bank Berhad is pleased to announce that the Proposed Disposal of LICB Shares has become unconditional and has been completed on 24 April 2013.

周梓杉

扫 lioncor-wb 的货， expire 2019。

短期有作为。

david_88

周梓杉 发表于 17-5-2013 11:03 PM
扫 lioncor-wb 的货， expire 2019。

短期有作为。

有什么康头吗？？钢铁股会有发展空间？？

周梓杉

钟老先生和陈志远有相似的玩法。

看着办吧。