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【MBSB 1171 交流专区】马建屋

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发表于 10-10-2014 11:09 PM | 显示全部楼层
聯昌估值低最不劃算 馬建屋成大贏家漲26仙
財經股市10 Oct 2014 21:59
http://www.chinapress.com.my/node/567987

(吉隆坡10日訊)聯昌集團(CIMB,1023,主要板金融)、興業資本(RHBCAP,1066,主要板金融)與馬建屋(MBSB,1171,主要板金融)換股共組霸級銀行,今日復牌走勢各異;馬建屋獲高價私有化成最大贏家,盤中大漲26仙。
 
3家金融機構昨日(9日)就換股合併向國行提交申請,三方合併價值估計達725億令吉,將在明年初簽署買賣協議即展開精明審核程序,預計整項合併計劃可在明年中完成。
 
換股計劃完成后,聯昌集團與馬建屋將除牌,豐隆證券研究分析主管劉乙勰在報告中指出,馬建屋明顯是此次合併計劃最大贏家,獲聯昌伊銀以每股2.82令吉高價私有化;相比週三(8日)閉市價2.37令吉,溢價近19%或45仙。
 
獲券商一致看好是大贏家的馬建屋,走勢凌厲漲勢如虹,盤中一度勁起28仙至2.65令吉,漲幅稱冠全場,旗下憑單馬建屋-WA(MBSB-WA,1171WA,主要板憑單)與馬建屋-CS(MBSB-CS,1171CS,主要板備兌憑單)亦隨母股走高。
 
獲聯昌集團以1.38股換得1股的興業資本表現也不差,盤中最高升至9.05令吉,勁起35仙,位居10大上升股榜前3甲,備兌憑單興業資本-CR(RHBCAP-CR,1066CR,主要板備兌憑單)一度升7.5仙至32.5仙。
 
輝立資金投資總投資長洪國興告訴“彭博社”,聯昌資本估值較預期來得低,換股計劃並不能惠及該公司股東。聯昌集團遭看淡,盤中慘跌35仙至6.63令吉,淪為10大下跌股。

3合併銀行10月10日走勢
股項開市(令吉)休市(令吉)閉市價(令吉)波動(仙)成交量(股)
聯昌集團6.816.706.66-321911萬7300股
興業資本9.028.908.88+18858萬5100股
興業資本-CR0.3250.300.30+51萬100股
馬建屋2.612.602.63+264937萬7200股
馬建屋-WA1.651.611.64+23117萬2200股
馬建屋-CS0.1450.1650.175+8.514萬5100股
本帖最后由 icy97 于 10-10-2014 11:30 PM 编辑

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发表于 11-10-2014 06:50 PM | 显示全部楼层
sp13501 发表于 10-10-2014 10:03 PM
我有一个朋友就是今天卖的!  问他,他说,等 2.82 最少要半年,拿去买其它股更好,现在便宜东西很多 。。。 ...

大家觉得msbs会在2014 year end 前分dividend 吗?
还会有dividend收吗
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发表于 12-10-2014 12:52 PM | 显示全部楼层
kinsoon21 发表于 11-10-2014 06:50 PM
大家觉得msbs会在2014 year end 前分dividend 吗?
还会有dividend收吗

这是说不定的 。。给了也可以在 2.82那边扣除,或者不扣除 。。。
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发表于 13-10-2014 09:05 PM | 显示全部楼层
点线精华:马建屋挑战RM2.95
点线精华 财经周刊 投资观点  2014-10-13 13:01
http://www.nanyang.com/node/655501

本周,马建屋的短期股价趋势,将会持续上周的利好涨升趋势,尝试于近期间上挑短、中期上升目标值,或会介于2.65-2.95令吉。

马建屋(MBSB,1171,主板金融股)上周五间趁势冒起,近期价量齐升,成为周间股市受瞩目的金融股项之一。

该股于10月10日闭市时报2.63令吉,按周涨21仙或8.68%。

马建屋的长期月线股价趋势于近期间突破一道中期下降趋势线(见马建屋月线图-A1:A2)后,又告反弹,并已划出一个利好长期反转型态的轮廓。



目前,马建屋的长期股价趋势正处于中期下降趋势线上取得关键性的技术突破。

它的周线图表趋势于近期间成功突破中期下降趋势线(见马建屋周线图–B3:B4)后,收在这道趋势线上。



多项技术指标的交投趋势已告进入中期技术性佳境。

马建屋的日线图表趋势突破一道中期双重底型态的颈线(见马建屋日线图-C1:C2)上后继续爬升。



上周,马建屋的日线走势成功突破中期颈线(C1:C2)后收在这道趋势线上,充分反映这道短期趋势线利好走势。

技术分析与展望

马建屋的日线分析图刻划出一项技术性突破,上破它的中期双重底型态的颈线(C1:C2)。

短期间,马建屋的短期技术反弹趋勢线将会继续保持着良好上升趋势,这是一项短线上升趋势的利好排列,也是一项值得投资者关注的涨升趋势。

马建屋日线图平滑异同移动平均线(MACD)处于“0”轴线上波动,开始向上爬升。

它的周与月线MACD也告纷纷处于“0”轴线上波动,意味着平滑异同移动平均线趋势的涨升行情已显现于眼前。

它的14日強弱指标(RSI)于周五闭市时处于67.99%水平间,14周与14月強弱指标分别落在68.65%与66.69%水平间。

它的日线分析图表利好格局已告进入技术佳境,突破中期双重底的颈线(C1:C2)后持续爬升,同时它的周、月线股价趋势也突破它们的顶头阻力线(B3:B4与C1:C2)。

它的日线平滑异同移动平均线也告处于利好趋势线间,它的势头因连续数日的红烛而直挺后而告进入一个利好涨升格局中。

本周间,马建屋的短期股价趋势将会持续上周的利好涨升趋势,尝试于近期间上挑短、中期上升目标值,或会介于2.65-2.95令吉。

●马建屋一周行情
上周五闭市:2.63令吉
上周起落:+21仙
上周最高:2.65令吉
上周最低:2.37令吉
上周成交量:513,225宗
本益比:7.09倍
毛周息率:3.80%
52周最高:2.96令吉
52周最低:2.10令吉

免责声明
本文纯属技术面分析,仅供参考,并非推荐购买。投资前请咨询专业金融师。

敏源 技术分析教父 本帖最后由 icy97 于 13-10-2014 09:23 PM 编辑

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发表于 21-10-2014 05:26 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Quarterly Financial Report pursuant to Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.
We wish to inform that Malaysia Building Society Berhad ("MBSB") has scheduled to release its' financial results for the third quarter ended 30 September 2014 on Monday, 3 November 2014 in accordance with Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.

This announcement is dated 20 October 2014.

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发表于 21-10-2014 11:44 PM | 显示全部楼层
公積金被否決投票權,MBSB拜四早上被抛售。。。。

擔心。。。

Type
Announcement
Subject
OTHERS
Description
PROPOSED MERGER OF THE BUSINESSES AND UNDERTAKINGS OF MALAYSIA BUILDING SOCIETY BERHAD (“MBSB”), CIMB GROUP HOLDINGS BERHAD (“CIMB GROUP”) AND RHB CAPITAL BERHAD (“RHB CAPITAL”) AND THE CREATION OF AN ENLARGED ISLAMIC BANKING FRANCHISE (“PROPOSED MERGER”)
We refer to the previous announcements dated 10 July 2014 and 9 October 2014 (“Announcements”). Unless otherwise stated, the definitions used here shall have the same meanings as set out in the Announcements.

On behalf of MBSB, AmInvestment Bank Berhad wishes to announce that pursuant to the application submitted by MBSB for the waiver under Paragraph 10.08(7)(a) of the Main Market Listing Requirements of Bursa Securities (“Listing Requirements”) in respect of requiring EPF (a major shareholder MBSB) to abstain from voting at the shareholders’ meetings of MBSB for the Proposed Merger (“Proposed Waiver”), Bursa Securities had today rejected the application for the Proposed Waiver as there are no adequate justifications that the potential conflict of interests involving EPF has been eliminated or sufficiently mitigated.
In arriving at its decision, Bursa Securities took into consideration the following:

  (1) The objective of the related party transaction framework under the Listing Requirements is to govern potential conflict of interest situations. In related party transactions, related parties may be able to assert influence over a listed issuer’s actions or transactions which then present a risk of potential abuse to the listed issuer. By virtue of EPF being the common major shareholder in all three (3) affected companies (i.e. MBSB, RHB Capital and CIMB Group) as well as being the single largest shareholder of both MBSB and RHB Capital, there exists such a potential conflict of interest situation, where EPF may be able to influence the Proposed Merger to its own benefit; and

  (2)       EPF’s position is not the same as the other shareholders of MBSB premised on the following:-

(a) EPF’s controlling stakes in MBSB (64.5%) and RHB Capital (41.5%) place it in a position of significant influence in these companies;
(b) As the single largest shareholder of MBSB and RHB Capital and a major shareholder in CIMB Group, EPF may benefit from the transaction as a shareholder of RHB Capital and/or CIMB Group. As such, its overall position would differ from a party who is merely a shareholder of MBSB, especially given the differing terms and valuations applicable to these three (3) affected companies; and
(c) EPF had prior knowledge of the Proposed Merger as it was notified by CIMB Group before the issuance of the letter of intent by CIMB Group dated 9 July 2014.

This announcement is dated 21 October 2014.

本帖最后由 icy97 于 22-10-2014 05:52 AM 编辑

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发表于 22-10-2014 09:15 PM | 显示全部楼层
3金融機構併購具利益衝突 公積金局未獲准投票
企業財經22 Oct 2014 23:58
http://www.chinapress.com.my/node/571110

(吉隆坡22日訊)經過商議,備受矚目的僱員公積金局在聯昌集團(CIMB,1023,主要板金融)、興業資本(RHBCAP,1066,主要板金融)和馬建屋(MBSB,1171,主要板金融)併購案中的投票權申請,正式遭馬證交所拒絕。

根據興業資本在馬證交所的報備文件,該公司接獲馬交所信函,后者以有利益衝突為由,駁回公積金局在馬交所主要板上市條例下的豁免申請,這項豁免申請是該局冀能在3家金融機構併購案中擁有投票權。

“上市條例下的關係者交易架構是為了管理潛在的利益衝突問題。在關係者交易中,關係者有能力影響上市公司的行動和交易,這可能會為上市公司帶來潛在風險。”

合併或告吹

公積金局作為這3家金融機構的大股東,存在著潛在的利益衝突,公積金局可能有能力影響併購案以讓自己獲益,馬證交所以此為由,拒絕了公積金局的豁免申請。

公積金局為興業資本和馬建屋的單一大股東,分別持有41.5%和64.5%股權,並持有聯昌集團14.46%股權。

根據早前報導,有分析師認為,無論計劃是由興業資本或聯昌集團主導併購,倘若公積金局沒有投票權,整項合併計劃有可能告吹。

3家金融機構于週二(21日)向馬交所申請停牌獲准,于當日下午2點30分開始停牌,並于週四(23日)早上9點正,正式復牌。

回酬少資本要求嚴格
銀行併購案料日漸趨少

興業證券研究相信,鑒于收購方不願支付高于賬面價值的金額,以及缺乏多余資本讓本地銀行進行併購,預計銀行併購案可能會減少;該行中立看待聯昌集團、興業資本和馬建屋的併購案。

“我們發現,近年來的銀行併購普遍減少,我們相信是因為回酬減少,以及嚴格的資本要求所致。國內銀行沒有多余資金,因此無法通過併購來提高股本回酬。”

相反的,通過換股方式併購,可能會在沒有協同效益下,稀釋了淨資產收益率。在過去幾年,國內銀行不斷成長和擴展,在併購后,相信重疊和重複性會相當高。

“我們認為,我國銀行的併購不太可能返回過去水平,但仍可以看到一些併購新聞讓市場重估該股的具體價格。基本上,我們中立看待聯昌集團、興業資本和馬建屋的併購案。”

週二(21日)在停牌交易前,聯昌集團最后交易價為6.41令吉,跌13仙;興業資本起4仙至8.52令吉;馬建屋報平盤2.60令吉。 本帖最后由 icy97 于 23-10-2014 03:40 AM 编辑

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发表于 23-10-2014 11:05 PM | 显示全部楼层
假若合并不成也不见得是坏事,MBSB可是冷眼曾推荐过的养息股啊。
期待季度报告出炉中...
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发表于 3-11-2014 08:31 PM | 显示全部楼层
马建屋第3季净利成长44%
财经 2014年11月3日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=146343:3-44&Itemid=198

(吉隆坡3日讯)近期银行业大合併计划中的其中主角马建屋(MBSB,1171,主板金融股),在週一公佈2014財政年第3季(截至9月30日止)业绩,其净利及营业额都取得显著的成长。

在第3 季单季表现中, 净利按年成长44.94%,至1亿9236万令吉。另外,营业额则增加5.43%,至6亿7899万令吉。

在首9个月表现中,净利成长34.03%,至6亿2195万令吉;而营业额也成长11.17%,至20亿1818万令吉。

马建屋总裁兼首席执行员拿督阿莫再尼在文告中表示,该公司保持著其营业成长,並且预测將为在稳健资產支撑下取得净利成长。

在借贷与金融业务成长下,企业贷款业务在首9个月佔总贷款的10.9%。

企业贷款业务主要来自產业发展领域。

净贷款成长2.3%

另一方面, 马建屋净贷款从去年全年的3 0 3亿令吉,成长2.3%,至今年9月30日为止的310亿令吉。

而成本对收入比例也从去年全年的19.6%,微增至今年9月30日的20.3%。

文告中表示,由於今年7月国家银行上调隔夜利率,导致融资成本利率隨之增加,影响成本对收入比例的表现。

「儘管如此,公司的成本对收入比例在银行领域中表现良好,低於46.6%的平均值。」

同时,文告中也提到呆账从今年6月的5.1%,减至4.9%。该银行截至今年9月的总资產已达368亿2000万令吉。

针对联昌国际( C I M B ,1023,主板金融股)、兴业资本(RHBCAP,1066,主板金融股)及马建屋的大合併计划,阿莫再尼表示,「作为3家合併成员中最小的员工规模,我们很高兴能参与这项合併活动,组成我国第1家超大型伊斯兰银行。」

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2014
30/09/2013
30/09/2014
30/09/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
678,990
644,033
2,018,182
1,815,349
2Profit/(loss) before tax
267,418
196,235
845,274
680,934
3Profit/(loss) for the period
192,368
132,721
621,957
464,020
4Profit/(loss) attributable to ordinary equity holders of the parent
192,368
132,721
621,957
464,020
5Basic earnings/(loss) per share (Subunit)
7.19
7.64
24.33
29.61
6Proposed/Declared dividend per share (Subunit)
0.00
5.00
0.00
5.00


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 ($$)
1.5795
1.2508

本帖最后由 icy97 于 4-11-2014 04:35 AM 编辑

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发表于 4-11-2014 04:36 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Malaysia Building Society Berhad (“MBSB” or “the Company”) would like to announce its achievement for the 3rd Quarter 2014 as compared to the 2014 Headline Key Performance Indicators (“KPIs”)
HEADLINE KPIs

The Company would like to announce the target Headline KPIs for 2014 as set out in Table 1. These KPIs have been set and agreed by the Board of Directors and Management of the Company as part of the broader KPI framework that the Company has in place, as prescribed under the Government Linked Company (“GLC”) Transformation program and is disclosed on a voluntary basis.

It should be noted that these headline KPIs are targets or aspirations set by the Company for the respective years as a transparent performance practice. The KPIs should not be construed as estimates, forecasts or projections of the Company or representations of any future performance, occurrence or matter as the headlines are merely a set of targets or aspirations of future performance aligned to the Company’s strategy.

HEADLINE KPIs FOR THE 3RD QUARTER 2014

The Group net return on equity growth has exceeded its Headline KPI. This was mainly due to earnings improvement in our lending and financing activities.
TABLE 1

Target 2014 Headline KPIs

3rd Qtr 2014           9 Months Unaudited Group Results

1. Annualised group net return on equity

15.0%

25.8%

2. Annualised group revenue growth

10.0%

6.1%


This announcement is dated 3 November 2014.

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发表于 9-11-2014 04:02 AM | 显示全部楼层
力降坏账前景看俏 马建屋明年回酬上看17.6%

财经新闻 财经  2014-11-08 11:49
(吉隆坡7日讯)马建屋(MBSB,1171,主板金融股)首9个月财报比预期好,分析员看好该公司获利前景。

肯纳格投行指出,截至9月底,该公司坏账比率仍相当高,但管理层表明有信心加强资产素质,特别是在个人贷款业务,因此,坏账比率有望调低。

报告指出,马建屋第三季资产素质改善,坏账比率按年减少1%,达到7.4%。

随着资产素质改善加上信贷成本比例下降,该公司的呆帐覆盖(loan-loss coverage)也减少26.7个百分点至66.3%。

今年首9个月,马建屋净利年增34.04%,报6亿2195万7000令吉,增长主要动力来自净利息收入(按年增长60%),但其他业务收入,如回教银行以及非利息收入业务盈利,按年下滑1.1%及19.3%。

建议增持

该公司首三个季度的营业额则有20亿1818万2000令吉,按年增11.17%。

马建屋的核心零售业务如个人贷款以及房屋贷款,因连串的房市降温措施受影响,使得该公司多元化至企业贷款业务。

该公司上半年的贷款增长按年扬升15%,截至9月底,企业贷款达36亿令吉,相当于公司总贷款的10.9%。

艾芬黄氏资本则看好马建屋获利前景,预测明年的投资回酬可达17.6%,目标价由2.60令吉,上调至2.75令吉,建议增持。

不过,该机构认为,正在商谈合并的马建屋,在霸级回教银行有新宣布前,股价走势预计将不超过联昌国际(CIMB,1023,主板金融股)提出的2.82令吉献购价。【南洋网财经】
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发表于 12-12-2014 03:51 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
PROPOSED MERGER OF THE BUSINESSES AND UNDERTAKINGS OF MALAYSIA BUILDING SOCIETY BERHAD (“MBSB”), CIMB GROUP HOLDINGS BERHAD (“CIMB GROUP”) AND RHB CAPITAL BERHAD (“RHB CAPITAL”) AND THE CREATION OF AN ENLARGED ISLAMIC BANKING FRANCHISE (“PROPOSED MERGER”)
We refer to the previous announcement dated 5 December 2014 in relation to the appeal application which was submitted at the request of EPF (“Announcement”). Unless otherwise stated, the definitions used here shall have the same meanings as set out in the Announcement.

MBSB wishes to announce that MBSB had today received a letter from Bursa Malaysia Securities Berhad dated 10 December 2014 (“Letter”).  The Letter states, inter alia, that after due deliberation and having considered all the facts and circumstances of the matter, including oral representations from EPF, the Appeals Committee decided that the matters raised and the grounds of Appeal put forth did not justify a departure from the decision of the Listing Committee.  The Letter further states that there are no adequate justifications that the potential conflict of interests involving EPF has been eliminated or sufficiently mitigated and accordingly, the Appeals Committee decided to dismiss the Appeal and uphold the decision of the Listing Committee made on 21 October 2014.

This announcement is dated 10 December 2014.

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发表于 12-12-2014 04:26 PM | 显示全部楼层
那些 2.6X 卖的,是卖对了 。。。如果要,他们现在可以便宜买回!
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发表于 17-12-2014 02:33 AM | 显示全部楼层
本帖最后由 icy97 于 18-12-2014 02:31 AM 编辑

或需進一步撥備‧馬屋業合併價恐降至2.63

2014-12-16 16:33      
(吉隆坡16日訊)涉及世紀大合併的馬屋業(MBSB,1171,主板金融組)被指撥備金政策不夠嚴謹,分析員認為,若馬屋業被迫作出更多撥備,在最壞情況下,建議中的2令吉82仙的獻購價可能會調低至2令吉63仙。

撥備金計算有別於另2銀行

《The Edge》財經周刊報道,3家合併銀行的精密審核團隊,發現馬屋業的撥備金計算方式和另兩家銀行有差異。

艾芬黃氏研究表示,儘管針對馬屋業的精密審核尚未結束,但市場擔心馬屋業的撥備政策可能不夠嚴謹,因此或需進一步撥備。

一旦馬屋業作出更多撥備,原本建議中的2令吉82仙的獻購價可能會隨之調整。

在最壞的情況下,馬屋業2014財政年的信貸成本將從原本假設的38基點提昇至150基點,撥備金將從原本預測的1億3千萬令吉急增至5億1千780萬令吉,淨利預測從8億1千520萬令吉減至5億2千430萬令吉,至於每股賬面值將減少10仙至1令吉48仙,意味著獻購價可能從比2令吉82仙降低至2令吉63仙(根據原訂建議的1.78倍股價/賬面值計算)。

企業商貸改善

正面消息方面,馬屋業的企業和商業貸款有所改善,第三季批准的這類貸款增至48億令吉(第二季為20億令吉),將可緩和其伊斯蘭個人融資下跌的衝擊。

同時,馬屋業也已採用139會計准則,這是大馬銀行業通用的會計標準,將可緩和其撥備上調的潛在風險。管理層也重申其撥備充足和一直獲外部稽查師檢核。

艾芬黃氏研究保持“加碼”評級,目標價為2令吉75仙。(星洲日報/財經‧報道:李勇堅)


呆账拨备比预估高 马建屋购价或砍至2.63元
财经新闻 财经  2014-12-17 08:29
http://www.nanyang.com/node/669284?tid=462
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发表于 28-12-2014 01:30 AM | 显示全部楼层
消费税开跑冲击不大 马建屋看好房产稳健增长

财经新闻 财经  2014-12-27 03:24
(吉隆坡26日讯)马建屋(MBSB,1171,主板金融股)总裁兼总执行长拿督阿末再尼表示,房地产市场需求增长将持续,即使是在消费税制度开跑后,也不会有太大冲击。

他回应媒体询问时说:“令吉汇率走贬,并不会影响建材价格,主要因为大部分产品由本地生产,我们并未过于依赖进口建材。”

不会供过于求

他看好房地产市场明年将稳健增长,即使部分地区出现供过于求的情况,但政府已暂缓特定地区的新申请案批准,借此缓和供需情况,整体而言,将不会出现供应过剩。

购屋者对于毗邻高等教育学府、公共交通以及高速公路的发展计划,依然需求旺盛,这将支撑房地产市场增长。

大马建筑领域在今年首6个月增长强劲,增幅达14.3%。

政府大型公共设施工程的推行,加上私人界参与,预计建筑领域增长动力将延续至明年下半年。

马建屋闭市时报2.45令吉,起3仙或1.24%,成交量有29万1500股。【南洋网财经】
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发表于 1-2-2015 04:16 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Quarterly Financial Report pursuant to Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.
We wish to inform that Malaysia Building Society Berhad ("MBSB") has scheduled to release its' financial results for the fourth quarter ended 31 December 2014 on Monday, 16 February 2015 in accordance with Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.

This announcement is dated 30 January 2015.

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发表于 16-2-2015 04:43 PM | 显示全部楼层
本帖最后由 icy97 于 17-2-2015 02:52 AM 编辑

12 sen的利息。。。

冲冲冲。。。


专注5年发展蓝图 马建屋部署打造商银
财经  2015年02月16日
http://www.orientaldaily.com.my/index.php/business/cj55004

(吉隆坡16日讯)隨著三方银行大合併告吹,马建屋(MBSB,1171,主板金融股)將重新专注于2015至2019年的发展大蓝图,以便打稳基础,为日后成为商业银行做好准备。

马建屋周一公佈2014財政年末季业绩(截至12月31日止),净利按年暴涨194%,至3亿9307万令吉,前年同期为1亿3354万令吉。

但是,其营业额则按年下跌17.5%,至5亿9433万令吉,前年同期为7亿2074万令吉。

就2014財政年全年而言,其净利按年激增69.8%,至10亿1502万令吉,前年同期为5亿9756万令吉;营业额也按年上升3%,至26亿1251万令吉,前年同期为25亿3609万令吉。

派息12仙

董事局建议派发终期股息每股10仙,以及特別股息每股2仙。

马建屋总裁兼首席执行员拿督阿末再尼表示,该公司2014財政年全年的税前盈利是9亿3260万令吉,反映持续性持续性的强劲业绩表现。

而全年净利之所以高达10亿令吉,主因是该公司认列了一笔总值3.66亿令吉的递延税项。

阿末再尼是在出席马建屋季度业绩匯报会时,发表上述谈话。一同出席匯报会的包括首席財务员邓佑西。

与此同时,阿末再尼说,「马建屋的呆账(NPL)从2013年的5.4%,降低至2014年的4.1%。我们会持续將逾期3个月的贷款列为呆账。」

在营运方面,截至去年12月31日止,马建屋的净贷款和融资是310亿令吉,比2013年的303亿令吉高出2.43%。

阿末再尼对此指出,该公司的营业额依然由零售融资来支撑,但企业融资的壮大持续续带动其资產成长。

马建屋去年的成本对收入比例是22.4%;资產回酬率(ROA)是2.78%;以及股本回酬率(ROE)是29.56%,高于市场平均的46.8%、1.20%和13.80%。当被询及银行世纪大合併告吹后,马建屋將如何擬订发展策略时,阿末再尼回应说,「我们之前因银行合併而分心,接下来將专注於公司营运,以及贯彻未来5年的发展蓝图。」

专注发展业务

他补充,假如马建屋仍有意探討併购机会,或者任何可创造股东价值的企业活动,董事局將再次深入评估任何献议。但现阶段而言,马建屋將专注於发展业务,包括种植业融资和產业融资。

此外,阿末再尼称,「我们的目標不是成为一家商业银行,但倘若我们致力於打造一个强稳的金融平台的话,马建屋晋身成为银行的机会自然会隨之而来。」

马建屋股价周一没有太大变化,闭市时报2.25令吉,全天上涨2仙,或0.897%,成交量达953万4700股。

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2014
31/12/2013
31/12/2014
31/12/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
594,330
720,741
2,612,512
2,536,090
2Profit/(loss) before tax
87,282
251,415
932,556
932,349
3Profit/(loss) for the period
393,072
133,548
1,015,029
597,568
4Profit/(loss) attributable to ordinary equity holders of the parent
393,072
133,548
1,015,029
597,568
5Basic earnings/(loss) per share (Subunit)
14.56
7.66
39.15
37.07
6Proposed/Declared dividend per share (Subunit)
12.00
5.00
12.00
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 ($$)
1.7281
1.2508



Type
Announcement
Subject
OTHERS
Description
Proposed single tier final dividend of 10.0 sen per share and special dividend of 2.0 sen for the financial year ended 31 December 2014.
The Board of Directors of Malaysia Building Society Berhad is pleased to propose a single tier final dividend of 10.0 sen per share and special dividend of 2.0 sen per share for the financial year ended 31 December 2014.The final dividend and special dividend are subject to shareholders' approval at the forthcoming 45th Annual General Meeting.

This announcement is dated 16 February 2015.

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发表于 16-2-2015 10:13 PM | 显示全部楼层
2 Profit/(loss) before tax        87,282          251,415

这应该是重点了!

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参与人数 1人气 +5 收起 理由
sophie006 + 5 眼明心亮,谢谢分享!

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发表于 17-2-2015 06:00 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Malaysia Building Society Berhad (“MBSB” or “the Company”) would like to announce its Economic Profit and Loss Statement for the year ended 31 December 2014.
ECONOMIC PROFIT AND LOSS STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2014

Economic profit or loss is an amount earned for a period by a business after deducting the operating expenses and a charge of opportunity cost of capital employed. The economic profit and loss statement set out in Table 1 is disclosed on a voluntary basis.

The assumptions used in computing the economic profit/loss are set out below:

(i) The cost of equity is calculated based on the following formula:

Cost of equity = (Beta x Market Risk Premium) + Risk Free Rate

(ii) The Beta used in the calculation is the 5 years adjusted Bloomberg Rate:

Quarterly Period Beta
4th Quarter 2013=1.41
2nd Quarter 2013=1.40
4th Quarter 2014=1.26

(iii) The risk free rate is the rate of return of a 10-year Malaysian Government Securities at the closing of the reporting period:

Risk Free Rate
At 31 December 2013=3.77%
At 30 June 2013=3.70%
At 31 December 2014=3.92%
(iv) The market risk premium is assumed at 6.07%, which represents the market return in excess of the return earned on risk free asset.

TABLE 1
31 Dec 2014
12 months (Audited) RM’000
31 Dec 2013   
12 months   
(Audited) RM’000
Group profit after taxation
1,015,029
597,568
Less: Cost of capital employed
(396,698)
(216,183)
Economic profit
618,331
381,385

This announcement is dated 16 February 2015.

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发表于 17-2-2015 06:01 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Malaysia Building Society Berhad (“MBSB” or “the Company”) would like to announce its achievement for the 4th Quarter 2014 as compared to the 2014 Headline Key Performance Indicators (“KPIs”)
HEADLINE KPIs

The Company would like to announce the target Headline KPIs for 2014 as set out in Table 1. These KPIs have been set and agreed by the Board of Directors and Management of the Company as part of the broader KPI framework that the Company has in place, as prescribed under the Government Linked Company (“GLC”) Transformation program and is disclosed on a voluntary basis.

It should be noted that these headline KPIs are targets or aspirations set by the Company for the respective years as a transparent performance practice. The KPIs should not be construed as estimates, forecasts or projections of the Company or representations of any future performance, occurrence or matter as the headlines are merely a set of targets or aspirations of future performance aligned to the Company’s strategy.

HEADLINE KPIs FOR THE 4TH QUARTER 2014

The Group net return on equity growth has exceeded its Headline KPI. This was mainly due to earnings improvement in our lending and financing activities.

TABLE 1
Target 2014 Headline KPIs
4th Qtr 2014
12 Months Audited Group Results
1. Annualised group net return on equity
15.0%
29.6%
2. Annualised group revenue growth
10.0%
3.0%

This announcement is dated 16 February 2015.

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