【CMSB 2852 交流专区】砂查也玛特

icy97

Type	Announcement
Subject	OTHERS
Description	Cahya Mata Sarawak Berhad ("CMSB") Proposed a final tax exempt (single tier) dividend for the financial year ended 31 December 2014
The Board of CMSB is pleased to propose a final tax exempt (single tier) dividend of 7 sen per share in respect of the financial year ended 31 December 2014. The final dividend is subject to shareholders' approval at the forthcoming Annual General Meeting of CMSB. This announcement is dated 25 February 2015.

icy97

砂查也马特末季少赚33%

财经新闻 财经  2015-02-27 09:50
（吉隆坡26日讯）受股票投资未兑现亏损影响，砂查也马特（CMSB，2852，主板工业产品股）截至2014年12月第四季，净利按年跌32.7%至4394万3000令吉。

此外，建筑道路维修部门的盈利，因低入账和联营亏损而按年下跌；产业发展部门从盈转亏。

第四季营业额则起16.5%，至5亿423万令吉。

全年净利增长26.4%至2亿2133万5000令吉；营业额上升18.1%至16亿7389万8000令吉。

砂查也马特宣布在第四季派发7仙股息，使全年股息累计至8.5仙。【南洋网财经】

icy97

砂查也马特增持OM Materials

财经  2015年03月26日
（古晋26日讯）砂查也马特（CMSB，2852，主板工业股）以1845万美元（约6789万令吉），收购在三马拉如工业园进行硅铁及锰合金熔炼活动的OM Materials（新加坡）私人有限公司的额外5%股权。

砂查也马特在文告指出，它是通过子公司三马拉如工业司人有限公司（SISB），与OM控股有限公司签署这项股权脱售协议。这项股权买卖预计將在3月底完成。

完成收购之后，SISB將持有OM Materials私人有限公司25%股权，其余75%为OM控股所有。

砂查也马特董事经理拿督理察寇迪斯比表示，收购额外的股权，显示出该公司特別关注砂拉越再生能源走廊（SCORE）相关项目，以及对这项金属熔炼计划的信心。

他也透露，这项计划已经在2014年9月启动了第一阶段的生產，接下来，预期將为砂查也马特的净利带来显著的贡献。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	CAHYA MATA SARAWAK BERHAD ("CMSB") INCREASES STAKE IN OM'S SARAWAK PROJECT
Please find attached press release in relation to CMSB's increases stake in OM's Sarawak project through its wholly-owned subsidiary company, Samalaju Industries Sdn Bhd. This announcement is dated 26 March 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1913549

Attachments CMSB - Press Release.pdf

icy97

砂日光1.9亿购50%　获电讯塔商控制权

二零一五年四月三日 晚上九时四十九分
（吉隆坡3日讯）砂州日光有限公司（CMSB，2852，工业产品组）将斥资1亿8679万令吉，或以每股4.40令吉代价，收购砂拉越电讯基建与服务公司Sacofa私人有限公司的50%。

在致给大马交易所的文件中，砂州日光表示，它已与代表砂拉越州政府的州财政部机构，针对建议中收购，签署一份有条件买卖协议。

州财政部机构现拥有Sacofa的70.51%股份，而其余股权则由天地通亚通有限公司（15.12%）、砂拉越资讯系统私人有限公司（7.57%）和砂拉越基金（6.8%）持有。

“建议中收购尚待通过一项精密审核，并将由砂州日光的内部基金和借贷融资。”

砂州日光集团董事经理拿督里察克迪斯在声明中透露：“管理层了解大股东将对这项收购产生许多疑问，惟我们无法进一步评论直到买卖落实，届时我们将会发表进一步声明。”

在建立中收购的因由方面，砂州日光称，董事部认为这是一项策略，Sacofa是一项可符合集团宏愿的收购目标。

“Sacofa的业务已经有利可图，建议中收购预料将带来增值收益，并且带动砂州日光的整体业务盈利。”

Sacofa于2002年3月5日获授予20年特许权，以在砂拉越兴建、管理、租赁和维修电讯塔。它现经营超过600座电讯塔。

“Sacofa租赁其电讯塔予国内电讯业者如天地通、数码网和明讯。Sacofa拥有强劲的收益能力，因它是砂拉越电讯塔唯一供应商，给予该公司更高的未来收益潜质。”

砂州日光补充，建议中的收购预料将增加集团在截至2015年12月31日止财政年度的未来收益和每股盈利，因为这项交易预料可在今年下半年完成。【光华日报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	CAHYA MATA SARAWAK BERHAD ("CMSB") PROPOSED ACQUISITION OF 42,435,817 ORDINARY SHARES OF RM1.00 EACH IN SACOFA SDN. BHD. (“SACOFA”) REPRESENTING 50.0% OF THE ISSUED AND PAID-UP ORDINARY SHARE CAPITAL OF SACOFA FROM THE STATE FINANCIAL SECRETARY OF SARAWAK (“SFS”) FOR A TOTAL PURCHASE CONSIDERATION OF RM186,790,429 IN CASH ("PROPOSED ACQUISITION")
On behalf of the Board of Directors of CMSB, Kenanga Investment Bank Berhad is pleased to announce that CMSB had on 2 April 2015 entered into a conditional share purchase agreement with SFS for the proposed acquisition of 42,435,817 ordinary shares of RM1.00 each in Sacofa representing 50.0% of the issued and paid-up ordinary share capital of Sacofa for a total purchase consideration of RM186,790,429 to be satisfied entirely in cash, further details of which are set out in the attached file. A copy of the press release in relation to the Proposed Acquisition is also attached. This announcement is dated 2 April 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1921893

Attachments Proposed Acquisition - Press Release.pdf CMSB - Proposed Acquisition.pdf

icy97

購電訊塔公司‧砂州日光強化盈利

2015-04-03 16:52      
（吉隆坡3日訊）砂州日光（CMSB，2852，主板工業產品組）以1億8千680萬令吉，獻議向砂州財政秘書署（SFS）收購Sacofa有限公司50%股權，後者持有建造、擁有和管理電訊塔結構與特許經營權達20年（自2002年起）。

分析
馬銀行研究對這項收購看法正面，勢將進一步加強其循環收入現金流，並預計強化2015至2017財政年淨利達4%、6.5%和7.9%。

獻議收購的Sacofa公司，2013財政年淨利達5千200萬令吉，此淨利可持續。截至2013年杪有淨現金3千180萬令吉。

目前，Sacofa有限公司為600座電訊塔提供營運，並租賃予國內包括馬電訊（TM）、天地通（Celcom）、數碼網（DiGi）與明訊（Maxis）等電訊公司。

以2013財政年營業額來看，租賃電訊塔佔67%、寬頻服務32%、光纖網絡1%。

Sacofa最大持股者為SFS，持股達70.51%、亞通天地通持股15.12%。

砂州日光仍有5億6千900萬令吉現金作進一步收購；維持買進評級，目標價4令吉80仙。（星洲日報／財經）


新收购案提振盈利　砂查也马特股价写新高
财经  2015年04月03日
http://www.orientaldaily.com.my/index.php/business/cj2015531


进军电讯基建获唱好 砂查也马特飙20仙
财经新闻 财经  2015-04-04 11:15
http://www.nanyang.com/node/691590?tid=462

icy97

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	TE-150403-57720
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTION
Description	CAHYA MATA SARAWAK BERHAD ("CMSB") PROPOSED ACQUISITION OF 42,435,817 ORDINARY SHARES OF RM1.00 EACH IN SACOFA SDN. BHD. REPRESENTING 50.0% OF THE ISSUED AND PAID-UP ORDINARY SHARE CAPITAL OF SACOFA FROM THE STATE FINANCIAL SECRETARY OF SARAWAK FOR A TOTAL PURCHASE CONSIDERATION OF RM186,790,429 IN CASH ("PROPOSED ACQUISITION")
Query Letter Contents	We refer to your Company's announcement dated 2 April 2015, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:- 1. Basis and justification in agreeing and arriving at the price-to-earnings multiple ("PE Multiple") of 7.23 times over the audited PAT for the financial year ended 31 December 2013 and to state whether the PE Multiple of 7.23 times is comparable with any transactions of a similar nature or companies that are involved in a similar business. 2. It is noted that one of the Conditions Precedent is that Cahya Mata Sarawak Berhad ("CMSB") and SACOFA is to enter into an agreement for the purchase of 18,444,697 warrants of SACOFA held by the SFS on terms satisfactory to the parties. In this regard, please provide the detailed explanation for making such arrangement as Conditions Precedent instead of being considered conclusively at the point of signing the SPA given that it may impact the valuation of the Proposed Acquisition. 3. The list of the warrantholders that own the outstanding 43,471,634 warrants. 4. Basis and rationale for CMSB to undertake the Proposed Acquisition of 50% stake in SACOFA given that there is a potential dilution in the shareholdings should the outstanding warrants be exercised. 5. Nature of concession under the Concession Agreement dated 5 March 2002 (whether it is Built-Operate-Transfer; Built-Transfer-Operate or Built-Own-Operate, etc.). 6. Given that the remaining concession period is only 7 years from the expiry date, please clarify by stating whether there is any clause that allows the Concession Agreement to be extended. 7. To provide the commentary on the financial performance for the past 3 years. 8. To provide the detailed clarification to the statement made by the Managing Director of CMSB in the media release, which is reproduced as follows:- "While CMSB understands that our major stakeholders will have many questions about this acquisition, we have no further comment to make until the sale and purchase is concluded, at which time we will make a further statement".
We refer to CMSB’s press release dated 2 April 2014 in relation to the Proposed Acquisition.    On behalf of the Board of Directors of CMSB, Kenanga Investment Bank Berhad wishes to provide clarification on the following statement in the press release:     "While CMSB understands that our major stakeholders will have many questions about this acquisition, we have no further comment to make until the sale and purchase is concluded, at which time we will make a further statement."     The above statement is meant to inform CMSB stakeholders that CMSB will make further necessary announcements once CMSB has completed the due diligence exercise and firmed up CMSB’s plans for Sacofa. This announcement is dated 3 April 2015.

icy97

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	TE-150403-57720
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTION
Description	CAHYA MATA SARAWAK BERHAD ("CMSB") PROPOSED ACQUISITION OF 42,435,817 ORDINARY SHARES OF RM1.00 EACH IN SACOFA SDN. BHD. (“SACOFA”) REPRESENTING 50.0% OF THE ISSUED AND PAID-UP ORDINARY SHARE CAPITAL OF SACOFA FROM THE STATE FINANCIAL SECRETARY OF SARAWAK (“SFS”) FOR A TOTAL PURCHASE CONSIDERATION OF RM186,790,429 IN CASH ("PROPOSED ACQUISITION"
Query Letter Contents	We refer to your Company's announcement dated 2 April 2015, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:- 1. Basis and justification in agreeing and arriving at the price-to-earnings multiple ("PE Multiple") of 7.23 times over the audited PAT for the financial year ended 31 December 2013 and to state whether the PE Multiple of 7.23 times is comparable with any transactions of a similar nature or companies that are involved in a similar business. 2. It is noted that one of the Conditions Precedent is that Cahya Mata Sarawak Berhad ("CMSB") and SACOFA is to enter into an agreement for the purchase of 18,444,697 warrants of SACOFA held by the SFS on terms satisfactory to the parties. In this regard, please provide the detailed explanation for making such arrangement as Conditions Precedent instead of being consideredconclusively at the point of signing the SPA given that it may impact the valuation of the Proposed Acquisition. 3. The list of the warrantholders that own the outstanding 43,471,634 warrants. 4. Basis and rationale for CMSB to undertake the Proposed Acquisition of 50% stake in SACOFA given that there is a potential dilution in the shareholdings should the outstanding warrants be exercised. 5. Nature of concession under the Concession Agreement dated 5 March 2002 (whether it is Built-Operate-Transfer; Built-Transfer-Operate or Built-Own-Operate, etc.). 6. Given that the remaining concession period is only 7 years from the expiry date, please clarify by stating whether there is any clause that allows the Concession Agreement to be extended. 7. To provide the commentary on the financial performance for the past 3 years. 8. To provide the detailed clarification to the statement made by the Managing Director of CMSB in the media release, which is reproduced as follows:- "While CMSB understands that our major stakeholders will have many questions about this acquisition, we have no further comment to make until the sale and purchase is concluded, at which time we will make a further statement".
We refer to Bursa Malaysia Securities Berhad’s queries dated 3 April 2014 in relation to the Proposed Acquisition (“Bursa’s Queries”). On behalf of the Board of Directors of CMSB, Kenanga Investment Bank Berhad wishes to announce the reply to Bursa’s Queries as attached herein, other than item 1 which shall be announced separately in due course. This announcement is dated 6 April 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1925489

Attachments CMSB - Reply to Bursa's Queries (6 April 2015).pdf

icy97

CAHYA MATA SARAWAK BERHAD

EX-date	13/05/2015
Entitlement date	15/05/2015
Entitlement time	04:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Tax Exempt (Single-Tier) dividend of 7 sen per ordinary share for the financial year ended 31 December 2014
Period of interest payment	to
Financial Year End	31/12/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel: 03-7849 0777
Payment date	29/05/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15/05/2015
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	0.07

icy97

收购砂科法50%没冲击 RAM维持砂查也马特评级

财经新闻 财经  2015-04-11 09:40
（吉隆坡10日讯）大马评估机构（RAM）表示，砂查也马特（CMSB，2852，主板工业产品股）收购砂科法（SACOFA）私人有限公司50%股权，并不影响前者的AA3/稳定/P1投资评级。

该机构在文告中指出，截至2014年底，砂查也马特持有8.3亿令吉现金，公司可通过内部资金，以1.87亿令吉购下砂科法股权。

营运资金足

“在此前提下，公司的负债率可维持在0.1倍的舒适水平，营运资金（FFO）对债务覆盖率比例达1.5倍。”

砂科法是砂州政府通讯臂膀，若这项股权收购案获批准，砂查也马特可借助SACOFA的通讯基建与服务业务，加强本身在当地的发展规模，并增加盈利来源。

此外，砂科法是砂拉越州唯一一家通讯塔供应业者，为多家电讯公司如天地通（Celcom）、明讯（MAXIS，6012，主板贸服股）以及数码网络（DIGI，6947，主板基建股）提供服务。

在过去三年，砂科法平均营业额以及税前盈利，分别达1.5亿令吉以及7400万令吉。

砂查也马特为砂州主要洋灰制造商，同时也经营其他业务，如建材贸易、建筑以及道路维修、房地产发展教育及金融服务。【南洋网财经】

icy97

砂日光获3亿合约 承建世界级博物馆

二零一五年四月十五日 晚上七时一分
（吉隆坡15日讯）砂州日光有限公司（CMSB，2852，工业产品组）已赢得砂拉越政府的3亿800万令吉合约，在古晋兴建一座世界级博物馆和文化遗产走廊。

在致给大马交易所的文件中，砂州日光表示，PPES工程（砂拉越）私人有限公司，已与砂拉越政府，针对建议中砂拉越博物馆与文化遗产走廊，签署一份设计与建造合约。PPES工程为CMS工程私人有限公司的一家子公司，而后者则是砂州日光旗下独资子公司。

在交易下，砂州日光将建造一座博物馆和一座毗邻附属建筑，综合占地空间达到3万立方米，以及一条位于古晋中部的文化遗产走廊。

整份合约耗时60个月，并将在2020年首季完成。

砂州日光表示，上述计划将分阶段进行，以确保博物馆的各部分将随时向游客保持开放。

“砂拉越政府将融资这项计划的建筑。有关资金将根据传统建筑行业付款模式，依工程的进程发放。”

这份合约预料将在截至2015至2020年12月31日止的财政年度期间，为砂州日光集团的未来收益带来正面贡献。

马银投资银行称，假定毛利润为6.0%，砂州日光预料将在2020年之前，获得1400万令吉的净盈利贡献。

“这相等于每股收益1.3仙，可在未来5年内享获。”

该投资银行指出：“我们将维持我们的预测不变，因这项收益影响偏低。”

虽然如此，上述计划将可能成为一个序幕，让砂州日光近期内争取更多建筑工程，尤其是相关泛婆罗洲高速公路和砂拉越再生能源走廊的计划。【光华日报财经】

Type	Announcement
Subject	OTHERS
Description	CAHYA MATA SARAWAK BERHAD DESIGN AND BUILD AND NEGOTIATED CONTRACT TO UNDERTAKE THE PROPOSED SARAWAK MUSEUM CAMPUS AND HERITAGE TRAIL, KUCHING, SARAWAK
Introduction The Board of Cahya Mata Sarawak Berhad (“CMSB” or “the Company”) is pleased to announce that PPES Works (Sarawak) Sdn Bhd (“PPES”), a subsidiary company of CMS Works Sdn Bhd which in turn is a wholly owned subsidiary of CMSB had, on 14 April 2015, entered into a Design and Build and Negotiated Contract (“Contract”) with the Government of Sarawak for the proposed Sarawak Museum Campus and Heritage Trail, Kuching, Sarawak at a total contract sum of RM 308 million (“the Project”). Information on the Contract and Financial Impact The Project comprises the design, construction, fitting out and exhibitory for a new world class museum and an adjoining annexe building with a combined total floor space of approximately 30,000 m2. This annexe building will incorporate both an administration area and storage and conservation facilities up to international museum standards. The Project also includes a heritage trail in central Kuching as well as the period conservation and exhibitory for the three existing historical museum buildings and of a pavilion. The overall duration of the Contract is sixty (60) months. The Project is expected to be completed by the first quarter of 2020. Sarawak Government will fund the construction of the Project. The funds will be released accordingly to work progress under the conventional building industry mode of payment. The Contract it is expected to contribute positively to the future earnings of the CMSB Group for the financial years ending 31 December 2015 to 31 December 2020. Interest of Directors and/or Major Shareholders of CMSB and/or persons connected with them None of the directors and/or major shareholders of CMSB and/or persons connected with them have any interest, direct or indirect, in the Contract. This announcement is dated 14 April 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1933397

Attachments Press Release Museum.pdf

icy97

撞板文告

2015-04-15 11:23      
大馬上市公司文告中措詞不當和內容不清者並非少有，但砂州日光（CMSB，2852，主板工業產品組）最近自找麻煩的文告卻屬罕見。

根據砂州日光發給交易所的文告，該公司宣佈以高達1億8千680萬令吉收購Sacofa有限公司50%股權，後者持有砂州電訊塔經營權達20年（自2002年起）。

出奇的是，該董事經理拿督理察卡蒂在文件中表示，“砂州日光瞭解大股東將有許多疑問，但我們不會進一步評論，直至買賣完成才進一步發表聲明。”

這篇莫名其妙的聲明引來更多混淆和猜疑：該公司為何會認定主要股東必有疑問，究竟涉及哪些問題，以及這是指哪些大股東？難道是指雇員公積金局嗎？

根據年報，該公司主要股東包括泰益家族成員、砂經濟發展機構和公積金局。

如果交易真有問題，為何該公司不能澄清，而一定要等到買賣完成才進一步評論，到時若已經簽約，意味著木已成舟，再解釋又有何用？

而該公司卻敢敢表示，目前不會再進一步回應詢問，似乎是搞不清楚狀況，要不然就是過於傲慢，無視股東的存在。

該公司忘了，它是一家上市公司，必須具備透明度，而公司真正的老闆其實是廣大股東。股東有權提出疑問，尤其是作為主要股東的機構投資者，更應扮演監管角色，為所有股東的利益護航。

這顯然是一份注定要“撞板”的聲明，因為大馬交易所馬上提出8道疑問，要該公司在一個交易日內解釋。

此事件的結果，就是砂州日光過後連發3份文告來答覆交易所的質詢，顯示了可能是當局不滿意其最初的答覆，而要求它再三澄清。

因此，這已經不是用詞不當這麼簡單，整個交易也存有疑點。這次交易所代表股東，迫使這家公司回應疑問，也給這家公司上了一堂課：文告不要亂亂發，公司高層的心態也必須要改變。（星洲日報／財經小品：李勇堅）

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CAHYA MATA SARAWAK BERHAD

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	ESOS
Details of corporate proposal	Employees' Share Option Scheme
No. of shares issued under this corporate proposal	4,072,100
Issue price per share ($$)	MYR 0.740
Par Value ($$)	MYR 0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	1,043,984,820
Currency	MYR 521,992,410.000
Listing Date	16/04/2015

2. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	ESOS
Details of corporate proposal	Employees' Share Option Scheme
No. of shares issued under this corporate proposal	5,041,300
Issue price per share ($$)	MYR 0.750
Par Value ($$)	MYR 0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	1,049,026,120
Currency	MYR 524,513,060.000
Listing Date	16/04/2015

3. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	ESOS
Details of corporate proposal	Employees' Share Option Scheme
No. of shares issued under this corporate proposal	2,349,400
Issue price per share ($$)	MYR 2.290
Par Value ($$)	MYR 0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	1,051,375,520
Currency	MYR 525,687,760.000
Listing Date	16/04/2015

icy97

砂州日光短期料攫更多工程

2015-04-16 11:28      
（吉隆坡15日訊）砂州日光（CMSB，2852，主板工業產品組）獲頒3億零800萬令吉的博物館與相關工程，相信在砂拉越州選舉、第十一大馬計劃（11MP）等利多因素支撐下，短期有望袋入更多工程。

馬銀行研究指出，相關工程是砂州日光自6年來最大建築合約，可顯著提昇合約總量51%至9億零800萬令吉。“以6%賺益來看，我們預計截至2020年淨利貢獻將達到1千400萬令吉，但基於盈利影響不大，維持盈利目標不變。”

該證券行補充，在砂州選舉、泛婆羅洲高速大道和11MP推動下，可能為砂州日光短期帶來更多建築工程，而旗下洋灰和建材業務也有望受惠，維持其“買進”評級，目標價為5令吉。

股價：4令吉96仙
總股本：10億4千398萬4千820股
市值：51億7千816萬4千707令吉
30天日均成交量：171萬股
最新季度營業額：5億零423萬令吉
最新季度盈虧：淨利4千394萬3千令吉
每股淨資產：1令吉74仙
過去5年遭質詢（UMA）次數：無
過去5年附加股紀錄：無
大股東：Majaharta私人有限公司（12.96%）（星洲日報／財經）

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Date of change	05 May 2015
Name	Datuk Seri YAM KONG CHOY
Age	61
Nationality	Malaysia
Designation	Independent Director
Directorate	Independent and Non Executive
Type of change	Appointment
Qualifications	Building and Management Studies from the University of Westminster, LondonFellow of the Royal Institution of Chartered SurveyorsFellow of the Chartered Institute of Building
Working experience and occupation	Datuk Seri Yam Kong Choy ("DSY") had an illustrious career spanning more than 35 years in construction, real estate and corporate sectors. He was the former CEO of Country Heights Holdings Berhad in 1996 and CEO/MD of Sunrise Berhad from 1997-2008 and was actively involved in the development and management of hotels, resorts, shopping malls, golf courses, international schools, residential and mix-use developments in Malaysia, South Africa, UK and Australia. DSY is the current Chairman of InvestKL Corporation, a director of the British Malaysian Chamber of Commerce, Malaysia Property Incorporated and also EPF Subsidiary, Kwasa Land Sdn Bhd. He is the Immediate Past President of the Real Estate and Housing Developers Association of Malaysia and until recently a member of the Advisory Board to the Mayor and City of Kuala Lumpur. Qualified as a Chartered Construction Manager, he was the only Malaysian elected onto the Board of Trustees of the 180 year old Chartered Institute of Building.
Directorship of public companies (if any)	Malaysia Airports Holdings BerhadParamount Corporation BerhadSunway BerhadStandard Chartered Bank Malaysia BerhadStandard Chartered Saadiq BerhadStandard Chartered Foundation
Family relationship with any director and/or major shareholder of the listed issuer	No
Any conflict of interests that he/she has with the listed issuer	No
Details of any interest in the securities of the listed issuer or its subsidiaries	Cahya Mata Sarawak Berhad - 60,000 ordinary shares of RM 0.50 each

icy97

砂查也马特新厂明年投产 洋灰产能料增60%

财经新闻 财经  2015-05-06 11:17
（古晋5日讯）砂查也马特（CMSB，2852，主板工业产品股）指出，一旦兴建中的第三座洋灰厂在明年首季投产后，公司的洋灰产能将增长近60%至275万吨。

根据《星报》报道，该公司董事经理拿督理查卡特日前在股东大会后，如是指出。

他说，这座厂房耗资1亿9000万令吉，位于古晋曼旺洋灰渣块厂房的附近，目前进展顺利，今年底将会试跑。

“由于砂拉越的洋灰需求，每年增长3%至4%，随着公司增加产能，估计能够迎合未来10年市场需求量。”

砂查也马特是砂州独家洋灰生产商，目前拥有两座厂房，分别坐落在古晋与民都鲁，年度总产能达175万吨；在2010至2014年，厂房使用率为85%。

理查卡特也说，该公司今年将额外投资1700万令吉，增强洋灰的经销网络，主要是提升码头改善原料进口的运输及散装及包装洋灰的出口。

另一方面，理查卡特指出，随着该公司提升洋灰渣块厂房设备，目前可使用本地开采的低热值煤炭运作。

“我们目前采购来自砂拉越木胶且比较便宜的煤炭，并停止从印尼进口煤炭。”【南洋网财经】

icy97

核心業務全面向好‧砂州日光首季淨利增48%

2015-05-19 10:36      
（吉隆坡18日訊）由於各項核心業務表現全面向好，砂州日光（CMSB，2852，主板工業產品組）截至2015年3月31日為止第一季淨利增長47.63%至5千742萬3千令吉。

首季營業額為4億9千零98萬9千令吉，共增長31.54%。

該公司文告指出，首季主要盈利貢獻來自建築材料及貿易、洋灰、及建築及道路維修及產業發展業務。

砂州日光董事經理拿督理察克蒂斯在文告指出，該公司產品及服務，攫取州內強勁需求的良機，使首季業績表現超越較早時預期。預料全年業績表現強勁。

他表示，該公司與澳洲礦物上市公司――OM控股有限公司聯營的錳鐵混合金屬提煉廠計劃持有25%股權，與大馬磷酸鹽添加公司及Arif Enigma有限公司聯營的綜合性磷酸鹽中心計劃的40%股權，以及加上其他評估的投資，料將顯著推動公司的股東價值。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2015	31 Mar 2014	31 Mar 2015	31 Mar 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	490,989	373,239	490,989	373,239
2	Profit/(loss) before tax	95,010	66,191	95,010	66,191
3	Profit/(loss) for the period	71,014	47,702	71,014	47,702
4	Profit/(loss) attributable to ordinary equity holders of the parent	57,423	38,896	57,423	38,896
5	Basic earnings/(loss) per share (Subunit)	5.52	3.81	5.52	3.81
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 ($$)	1.7900		1.7400

icy97

第11大馬計劃和大道工程啟動‧砂州日光前景可期

2015-05-19 16:08      
（吉隆坡19日訊）砂州日光（CMSB，2852，主板工業產品組）最新業績符預期，分析員看好該公司將從第11大馬計劃和泛婆羅洲大道工程中受惠，但股價已大幅上漲，上升空間料有限。

股價上升空間料有限

馬銀行研究表示，該公司首季淨利增長48%至5千700萬令吉，達全年的預測的22%，首季通常是較弱的一季。該公司營運盈利強勁增長28%，主要受洋灰銷售量提高所帶動。

馬銀行補充，砂拉越的建築活動預料強勁增長，因為泛婆羅洲大道即將啟動，以及第11大馬計劃將提供更多砂州基建計劃。砂州日光作為該州關鍵的建材供應業者，將成為主要受惠者。此外，該公司也放眼更多建築合約，包括總值270億令吉的泛婆羅洲大道工程。

砂州日光的資產負債表強勁，有助於該公司收購及投資新的項目，屆時將令該股進一步獲重估。此外，管理層也有意在中期內提高派息率。

安聯研究表示，砂州日光首季盈利主要來自建材和道路保養部門的強勁貢獻。在納入這兩個部門的更強勁成長假設後，將砂州日光2015至2017年財測上調9%。

該行表示，砂州日光業績雖然走強，且稱霸砂州洋灰業，惟該股今年來已上漲36%，目前股價已經反映其價值，因此下調評級。



（星洲日報／財經‧報道：謝汪潮）

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砂日光扩私募基金业务 管理资产年杪达5亿

二零一五年六月十日 晚上七时二十四分
（吉隆坡10日讯）砂州日光有限公司（CMSB，2852，工业产品组）旗下私募基金单位CMS Opus私募基金私人有限公司，预测在今年内倍增其投资组合公司，从目前的8项增加到16项，同时预期其管理资产总值成长，可在年杪前达到5亿令吉。

由砂拉越州元首敦泰益玛目家族控制的建筑集团砂州日光，透过CMS资本私人有限公司，控制CMS Opus私募基金的51%。

目前，CMS Opus私募基金的管理资产总值为3亿令吉，其中一部分是来自政府关系基金。胥视投资性质而定，CMS Opus私募基金将拨出2500万至4000万令吉之间，以作为在每家公司的‘入场券’。

CMS Opus私募基金董事经理阿占阿兹曼表示，在建筑、贸易和服务领域的利好展望下，希望可搭上投资公司和管理资产的成长列车。

“我们看好制造公司和零售与服务公司，可为我们带来良好回酬。举例而言，在去年，当原油仍处于每桶100美元时，我们完全撤出石油与天然气组合。我们的全部撤资带来了30%的内部回酬率，同时也是至少2.5倍的常年回酬。”

据阿占透露，CMS Opus私募基金并没有限制透过上市旗下组合公司而作出其撤资选择，但将确保其他成长领域可带来其他商机。

他补充：“初次公开募股是一项选择，但它可能不是最终目标，因你必须考虑可为股东们建立的价值。我们有许多途径套现投资，它完全胥视基金和投资经理的策略而定。”

与此同时，CMS Opus私募基金已在2013年透过国家股份有限公司（Ekuinas）的第2批外包基金经理计划，成立其第3项基金，称为COPE机会3（COPE 3）。

阿占指出，该基金预料将参与成长公司的小部分股权，从而成为后者的活跃小股东，拥有一个增加价值的清晰目标。

成立于2006年的CMS Opus私募基金，旨在根据伊斯兰教义投资原则，透过在马来西亚与东盟地区无上市和新兴公司的投资，达成长期的资本赚益目标。

在截至2014年12月31日止财政年，CMS Opus私募基金联同其他策略投资业务，为砂州日光总共16亿7300万令吉的收益总额，带来少于1%或1139万令吉的贡献。

根据砂州日光最新常年报告，CMS Opus私募基金2014财政年回退了1017万令吉投资资本，包括233万令吉赚益予其投资者。【光华日报财经】

icy97

砂州日光 纳英控股 争夺砂州发电厂项目

二零一五年六月十一日 晚上七时三十四分
（吉隆坡11日讯）业内人士透露，砂州日光有限公司（CMSB，2852，工业产品组）和纳英控股有限公司（NAIM，5073，产业组）竞标在砂拉越民都鲁建立一个350兆瓦至400兆瓦的联合循环燃气涡轮（CCGT）项目，总值4亿令吉。

这项目的目的是支持砂拉越再生能源走廊（Score）进行中的发展。

共有4财团竞标这项目，而上述砂州日光参与财团被视为是这项名为“Kidurong”发电厂竞标计划的领先者。

业内人士披露，预计很快颁发合约。

熟悉这项目的行业高管说，纳英控股在这场竞标排在第2。

上个月股价创下5.42令吉历史新高的砂州日光，伙拍中国的中鼎工程（CTCI Corp），使用GE技术。

与此同时，纳英控股与大马西门子联手。日本三菱重工与中国机械设备工程股份有限公司（CMEC）合作、中国水利水电建设集团公司则与Alstom SA搭档。

相比砂州日光的股价，纳英控股一直向下，从2月的3.29令吉，跌至昨日2.43令吉的一年低位。

要注意的是，这项目只是发电厂的工程采购和兴建，而不是特许经营合约。

颁发Kidurong项目的砂拉越能源有限公司将拥有和经营该发电厂。此外，砂州日光和纳英控股只提供土木和海事工程，而它们的伙伴负责技术。

Kidurong项目是通过非公开招标的方式颁发，所以只有受邀的业者方可参与竞标。

砂州日光和纳英控股都与砂拉越前首长敦泰益玛目有关联。

这项目是单座发电厂，有两个气体涡轮机和一个蒸汽涡轮机，并会坐落于现有的Tanjung Kidurong发电厂场地，当地已有天然气输送管。

本次招标被认为是进度落后约3个月。首阶段的商业运作日期（COD）预计是明年首季，第2阶段则料在2017年首季。

由于该项目的规模相对小，所以Kidurong项目提供了一个选项，为Samalaju工业园的CCGT发电厂提供额外的两个涡轮机，产能为800兆瓦。【光华日报财经】

icy97

砂查也马特 砂州概念股首选

财经 股市 行家论股  2015-07-15 10:50

目标价：5.95令吉

最新进展
砂查也马特（CMSB，2852，主板工业产品股）是砂州主要建筑原料供应商，且是独家洋灰生产商，在该州蓬勃发展的建筑领域中，无非是主要赢家。

近期刚完成拓展采石厂工作，产能提高14%。而明年首季将竣工的新洋灰磨粉厂，也将提高产能57%，适时迎接需求高涨期。

此外，公司也放眼参与150亿令吉的泛婆罗砂拉越大道建筑工程。

行家建议
今年的建筑未入账订单已达10亿令吉，优于去年平均5亿令吉的水平。

凭借着过去在道路兴建和丰富的建筑设备，相信可在泛婆罗大道上分一杯羹。

上述大道和峇类（Baleh）水力发电厂工程，都会带动建材需求，有望进一步提升未来收益表现，是我们在砂拉越建筑主题中的首选股。

目前我们暂维持财测不变，但考量到建材和建筑业务的乐观展望，可推高本益比估值，因此将目标价格从原本的5令吉，调高至5.95令吉。



分析：马银行投行研究

【南洋网财经】