【GDEX 0078 交流专区】吉运速递

icy97

股價水平充分反映利好 吉運速遞財測評級遭砍

2017年9月10日
（吉隆坡10日訊）吉運速遞（GDEX，0078，主要板貿服）持續專著擴展主要樞紐，並取消設第二分揀中心的計劃，但私下配售所得資金原封不動，券商相信未來仍具非自行成長潛能，唯現有股價水平已納入利好因素。

肯納格證券研究指出，該公司料持續面對賺幅壓力，因業務性質屬彈性價格，唯估計吉運速遞會專著于維持和提高市占率。此外，該公司的稅收優惠將在本月底到期，在沒有延期的消息下，估計會調高稅率。

在吉運速遞的重組計劃下，平均分揀產能從去年的每天7萬8000個包裹，已增至9萬個包裹。若有必要，該公司有能力推高產能，最高每天處理12萬到13萬個包裹，不過可能會發生延誤運送。

同時，該公司的車隊已從去年的654輛增至831輛。吉運速遞現專注于提升現有主要分揀樞紐，並會組裝新的分類線。

報告指出，吉運速遞除了早前在PT SAP快遞和WebBytes私人有限公司總值1600萬令吉投資外，相信未來還是會進行收購活動。該公司現持有3億600萬令吉現金，多數資金源自YAMATO私下配售，有助吉運速遞在投資機會來臨時準備就緒。

此外，該行開始追蹤吉運速遞至今股價已漲了56%，相信利好因素已納入現有股價水平，因此維持該股“落后大市”評級，並將2018至2019財年盈利預測下修13%到19%，目標價也下調至45仙。【中国报财经】

icy97

吉运速递1930万购产业公司

2017年10月27日
（吉隆坡26日讯）吉运速递（GDEX，0078，主板贸服股）以1930万令吉购买产业公司全数股权，借此赚取租金收入和扩展业务用途。

该公司今日向交易所报备，独资子公司GD设施与资产管理私人有限公司，与Abric有限公司签署具条件股权买卖协议，购买Abric产业私人有限公司（APSB）全数股权。

APSB持有5个产业，分布在怡保工业区、吉隆坡满家乐和吉隆坡中环。

吉运速递通过收购APSB，将拥有上述产业，可带来租金收入和作为业务扩展用途。

虽然收购不会影响截至2018年6月30日净资产、每股净利和负债，但会提高盈利。

一个月内完成

该公司预计在30天内完成交易。

吉运速递将以内部资金或银行贷款来为收购进行融资。【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	GD EXPRESS CARRIER BHD (GDEX OR THE COMPANY)CONDITIONAL SHARE SALE AGREEMENT ENTERED BY GD FACILITIES & ASSETS MANAGEMENT SDN BHD AND ABRIC BERHAD
The Board of Directors of GDEX wishes to announce that GD Facilities & Assets Management Sdn Bhd (Company No.715516-V) (“GD Facilities & Assets Management” or “Purchaser”), a wholly-owned subsidiary of the Company had on 26 October 2017 entered into a Conditional Share Sale Agreement (“SSA”) with Abric Berhad (Company No. 187259-W) (“ABRIC” or “Vendor”) for the acquisition of 2,000,000 ordinary shares (“Sale Shares”) representing 100% equity interest in Abric Properties Sdn Bhd (“Abric Properties”)(Company No. 82666-M), a wholly-owned subsidiary of ABRIC for a total purchase consideration of RM19,300,000.00 (“Purchase Consideration”)(“the Acquisition”). Upon the completion of the Acquisition, Abric Properties shall become a wholly-owned subsidiary of the Purchaser. Please refer to the attachment for further details. This announcement is dated 26 October 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5583213

Attachments GD Express Carrier Bhd - Conditional Share Sale Agreement.pdf

icy97

吉运速递热衷在砂州 促进数码和在线业务

经济新闻11/11/201722:29
（古晋11日讯）速递与物流公司吉运速递有限公司（GDEX，0078，贸易服务组）及其附属公司Web Bytes，热衷于在砂拉越州促进数码和在线业务。

Web Bytes是一家云端业务方案开发公司。

吉运速递董事经理兼首席执行员张泽链表示：“我们希望能够协助当地企业将它们的产品与在线市场联结起来，使其能够通过多个渠道来销售。”

他说，集团还计划开展数码化仓库管理系统，进一步加强砂州电子化履约服务，以推动电子商务活动。

张氏补充：“我们希望所有一切，都会通过砂拉越电子商业中心来推动电子商业活动，以符合该州政府推动和提升经济，尤其是当地产品的计划。”

他称，吉运速递也期待着与州政府紧密合作，以推动电子商务、发展相关行业，并在砂拉越数码自由贸易区发挥作用。

吉运速递在1997年创立，在马来半岛、沙巴、砂拉越和新加坡拥有156家办事处，雇用超过3700名本地员工，以及拥有超过900辆卡车。

张氏指出：“我们在砂州设立4家分行，分别在古晋、诗巫、美里和民都鲁；雇用141名员工，以及拥有21名代理商和41辆卡车。

他透露，集团在今年8月9日于古晋开始经营仓库业务。

张氏补充：“该仓库能够将海外的新产品和最新的电子商务产品直接运送到砂州。这使得所有的砂拉越居民都能以非常实惠的价格以及较快地获得上述产品。”

他表示：“我们还成立了一个云端电话服务中心专为砂州社区服务，同时还计划在农村建立速递物品交收站。

张氏补充，这是为了使社区能够方便地收到和分发电子商务货物。【光华日报财经】

Tony-Pua

0078    GDEX    GD EXPRESS CARRIER BHD

Quarterly rpt on consolidated results for the financial period ended 30/09/2017

Quarter: 1st Quarter Financial Year End: 30/06/2018 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/09/2017 30/09/2016 30/09/2017 30/09/2016 RM '000 RM '000 RM '000 RM '000 1 Revenue 68,767 58,017 68,767 58,017 2 Profit/Loss Before Tax 9,321 9,620 9,321 9,620 3 Profit/(loss) attributable to ordinary equity holders of the parent 7,894 8,106 7,894 8,106 4 Net Profit/Loss For The Period 7,894 8,106 7,894 8,106 5 Basic Earnings/Loss Per Shares (sen) 0.14 0.15 0.14 0.15 6 Dividend Per Share (sen) 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 (RM) 0.0800 0.0800

icy97

吉运速递财测目标价下调

（吉隆坡21日讯）吉运速递（GDEX，0078，主板贸服组）首季核心净利按年挫3%至790万令吉，分析员下调财测和目标价。

MIDF研究说，首季为传统上弱季，由于缺乏节庆，因而未能催化商对商电子商务发展。

尽管物流业务营业额按年增长19%至6880万令吉，物流业务甚至按年飙105%，主要是受货仓服务与电子商务需求驱动。

同期，基于网络扩大与基建开销增大，其营运开销增长21%也拖低盈利。这也导致其营运盈利与赚赚幅，各按年跌3.1%与2.5%。

然而，MIDF并不表担忧，因为一旦运能提高，将有助未来在剧烈竞争的生态中脱颖而出。

MIDF因此调低其2018至2019财政年财测14.6%与13.4%，以反映营运成本提高。

该行维持“中和”评级，目标价由70仙调低至59仙。



文章来源：
星洲日报‧财经‧2017.11.22

icy97

Type	Announcement
Subject	OTHERS
Description	GD EXPRESS CARRIER BHD ("GDEX" OR "THE COMPANY")Clarification on article appearing in Nanyang Siang Pau dated 7 December 2017, Page A5
We refer to the article appearing in Nanyang Siang Pau, page A5 on 7 December 2017 - “GDEX expects a 14% to 16% growth for its FYE June 2018”. The Company wishes to clarify that with the booming of e-commerce market, the Company foresees a positive growth in its revenue which could be in the range of mid-teen for financial year ending 30 June 2018. The Company also wishes to clarify that there were no mention of mid-teen percentage range. The aforesaid sentence is not meant as an earnings guidance. This announcement is dated 7 December 2017.

icy97

Type	Announcement
Subject	OTHERS
Description	GD EXPRESS CARRIER BHD (GDEX OR THE COMPANY)Clarification on article appearing in Nanyang Siang Pau dated 7 December 2017, Page A5
Further to the Company's announcement dated 7 December 2017 on the above matter, the Company would like to clarify that the mid-teen growth rate is not a profit guidance. It has never been reviewed by the external auditors. This announcement is dated 8 December 2017.

icy97

投资倍增包裹处理量
吉运速递放眼营收增16%

2017年12月7日
（吉隆坡6日讯）吉运速递（GDEX，0078，主板贸服股）放眼截至6月杪的2018财年，营业额增长将达到14至16%水平。

吉运速递董事经理张泽链，今日出席年度股东大会时指出，由于集团计划未来2至3年内，投资以提升每日包裹处理量翻倍至约20万件，预计赚幅会继续受压。

截至9月30日首季，吉运速递净盈利赚幅从一年前的14%，走低至11.4%。

他还说，集团在本地和区域的增长目标，促使管理层的额外开支增加，以及需投资更多货车和员工，但所有这些都不会加重客户的成本。

“我们看见自己在未来5至10年的成长期，在我们的增长战略更加积极。”

专注大马内部增长

另外，吉运速递计划在接下来的几年，每年资本开销3000万至5000万令吉，以推动产能上涨。

该公司称，已为2018财年拨出的3000万令吉，现已经利用了约2000万令吉。

张泽链也说，虽然预计快递行业在近期内会整合，惟比起考虑进一步展开收购，吉运速递会专注在大马的内部增长。

不过，吉运速递也正在寻找投资机会，扩大集团的区域版图。

目前，吉运速递已在印尼设下立足点，它是通过与印尼公司PT Satria Antaran Prima（简称SAP）达成协议，购入后者的可转换债券，入股SAP借此进军印尼市场。【e南洋】

icy97

吉运速递
股价已反映利好

2017年12月8日

分析:肯纳格投行研究
目标价：45仙

最新进展

吉运速递（GDEX，0078，主板贸服股）截至九月杪首季，净赚789万4000令吉，净利按年跌2.62%。

根据财报，公司上财年同季的净利为810万6000令吉。

首季营业额则年增18.53%，写6876万7000令吉，胜于上财年同期的5801万7000令吉。

行家建议

因业内竞争激烈，吉运速递将继续面临赚幅被压榨的问题，而首季营业额攀升，但净利却下滑的表现是最好的证明。

同时，吉运速递的营运扩展仍在按部就班地进行。而公司目前手持净现金3.16亿令吉，加上之前私下配售所得依然原封不动，我们相信吉运速递会继续开展并购计划。

去年12月时，我们在首个吉运速递的研究报告中给予“超越大市”的投资评级。如今股价已经上升了近40%。

我们认为，吉运速递的优势在于该公司是一家管理妥善的纯快递服务企业。不过，股价目前已处于本益比96倍的水平。

因此，我们相信市场已将可预见的正面因素，反映在吉运速递的股价内。维持“低于大市”的评级，和目标价45仙不变。



【e南洋】



探讨并购增产．吉运速递扩张营运

（吉隆坡7日讯）吉运速递（GDEX，0078，主板贸服组）将继续采取逐步加强营运竞争力策略，包括进一步探讨并购活动以应付市场需求。惟分析员认为，由于其股价今年已扬升逾40%及全面反映其价值，维持评级及目标价。

评级目标价维持

肯纳格研究指出，吉运速递管理层在一项汇报会表示，公司将持续进行营运逐渐扩张活动，目前其平均整理产能增加至每日10万个包裹，较2017财政年杪为9万6000个包裹。

目前该公司车队扩大至905车辆，比较2017财政年杪则为831辆。

该行指出，它的商对商（B2B）递送仍然是最显著盈利贡献者、商对客（B2C）则是主要成长动力。该公司长期计划包括攫取客对客（C2C）速递市场，特别是电子商务市场日益扩大。

吉运速递管理层持续看好其并购活动，包括收购Wep Bytes有限公司30%股权、印尼PT Satria Antara Prima的40%股权（债券股）、以及产业投资公司-Abric产业有限公司的100%股权等。肯纳格研究认为，这些收购计划的盈利效果料长期才可浮现。

该行指出，预料该公司将继续寻求策略投资商机及进行外部并购活动，特别是目前手握3亿1600万令吉净现金，即大部份私下配售资金仍然完好。

肯纳格研究指出，随着速递市场竞争日益激烈，预料该公司的赚幅将受挤压。这可从其最近2018财政年首季业绩显示出来，即其营业额增长19%，不过核心净利按年则下跌2%。

MIDF研究指出，该公司计划加强营运效率，使其平均整理产能每日增加至10万个包裹，最高可处理12万至13万个包裹，使用率达80%，特别是该公司最近在古晋设立多元整理中心，其他现有整理中心则坐落在八打灵再也、槟城及柔佛州。



文章来源：
星洲日报‧财经‧报道：李文龙‧2017.12.07

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	GD EXPRESS CARRIER BHD ("GDEX" OR "THE COMPANY") DIVIDEND REINVESTMENT PLAN THAT PROVIDES THE SHAREHOLDERS OF GDEX THE OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES IN GDEX ("DRP")
We refer to the announcements dated 7 December 2017, 13 December 2017 and 18 December 2017 in relation to the DRP. Unless otherwise stated, the terms used herein shall have the same meaning as defined in the said announcements in relation to the DRP. On behalf of the Board, UOB Kay Hian Securities (M) Sdn Bhd (“UOBKH”) wishes to announce that the issue price of the new GDEX Shares to be issued pursuant to the DRP has been fixed today (“Price Fixing Date”) at RM0.5405 per new GDEX Share. The issue price is computed based on the volume weighted average market price for the five (5) market days prior to the Price Fixing Date (up to and including 27 December 2017) of RM0.6030 minus the first and final single-tier dividend per GDEX Share of 0.25 sen and applying a discount of approximately 10.0%. On behalf of the Board, UOBKH also wishes to announce that the book closure date for the first and final single-tier dividend and dividend reinvestment plan shall be 12 January 2018. Barring any unforeseen circumstances, the new GDEX Shares arising from the DRP will be listed on the Main Market of Bursa Securities on 13 February 2018. This announcement is dated 28 December 2017.

icy97

EX-date	10 Jan 2018
Entitlement date	12 Jan 2018
Entitlement time	05:00 PM
Entitlement subject	First and Final Dividend (with Dividend Re-Investment Plan)
Entitlement description	First and Final Single-Tier Dividend of 0.25 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	BOARDROOM CORPORATE SERVICES (KL) SDN BHDLot 6.05, Level 6, KPMG Tower8, First AvenueBandar Utama47800Petaling JayaTel:0377201188Fax:0377201111
Payment date	12 Feb 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12 Jan 2018
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	0.0025

icy97

icy97 发表于 27-10-2017 05:34 AM
吉运速递1930万购产业公司

2017年10月27日
（吉隆坡26日讯）吉运速递（GDEX，0078，主板贸服股）以1930万令吉购买产业公司全数股权，借此赚取租金收入和扩展业务用途。

该公司今日向交易所报备，独资子公司G ...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	GD EXPRESS CARRIER BHD ("GDEX" OR "THE COMPANY")CONDITIONAL SHARE SALE AGREEMENT ENTERED BY GD FACILITIES & ASSETS MANAGEMENT SDN BHD AND ABRIC BERHAD
(Unless otherwise stated, all abbreviations used herein shall have the same meaning as mentioned in our announcement dated 26 October 2017 in relation to the Acquisition ("Announcement")) Reference is made to the Company's Announcement dated 26 October 2017 in relation to the Acquisition. The Company wishes to announce that the Conditions Precedent in the SSA have been fulfilled and the Acquisition has been completed on 15 January 2018. This announcement is dated 15 January 2018.

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	GD EXPRESS CARRIER BHD ("GDEX" OR "THE COMPANY") DIVIDEND REINVESTMENT PLAN THAT PROVIDES THE SHAREHOLDERS OF GDEX THE OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES IN GDEX ("DRP")
We refer to the announcements dated 7 December 2017, 13 December 2017, 18 December 2017 and 28 December 2017 in relation to the DRP. Unless otherwise stated, the terms used herein shall have the same meaning as defined in the said announcements in relation to the DRP. On behalf of the Board of Directors of GDEX, UOB Kay Hian Securities (M) Sdn Bhd wishes to announce that based on the valid dividend reinvestment forms received by Boardroom Corporate Services (KL) Sdn Bhd, being share registrar of the Company for the DRP, GDEX will be issuing 24,552,737 new GDEX Shares pursuant to the DRP ("New Shares"). The New Shares to be issued represent approximately 95.18% of the total number of 25,794,917 New Shares that would have been issued pursuant to the DRP had all the entitled shareholders of GDEX elect to reinvest their respective Electable Portions of their cash dividend in New Shares. Barring any unforeseen circumstances, the said New Shares pursuant to the DRP are expected to be listed on the Main Market of Bursa Malaysia Securities Berhad on 13 February 2018. This announcement is dated 8 February 2018.

icy97

GD EXPRESS CARRIER BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Others
Details of corporate proposal	Dividend Reinvestment Plan that provides the shareholders of GDEX with an option to elect to reinvest their single tier final dividend of 0.25 sen per ordinary share in GDEX for the financial year ended 31 June 2017 in new GDEX Shares
No. of shares issued under this corporate proposal	24,552,737
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.5405
Par Value($$) (if applicable)
Latest issued share capital after the above corporate proposal in the following
Units	5,601,414,021
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 386,050,835.370
Listing Date	13 Feb 2018

icy97

Name	SINGAPORE POST LIMITED
Address	10 Eunos Road 8, Singapore Post Centre 408600 Singapore.
Company No.	199201623M
Nationality/Country of incorporation	Singapore
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	12 Feb 2018	2,893,390	Others	Direct Interest
	Name of registered holder	Affin Hwang Nominees (Asing) Sdn Bhd DBS Vickers Secs (S) Pte Ltd for Singapore Post Limited
	Address of registered holder	Level 3, Wisma Sri Pinang 60 Green Hall 10200 Penang Malaysia
	Description of "Others" Type of Transaction	Reinvestment Plan

Circumstances by reason of which change has occurred	Reinvestment of cash dividend pursuant to GD Express Carrier Bhd's Dividend Reinvestment Plan
Nature of interest	Direct Interest
Direct (units)	628,444,466
Direct (%)	11.219
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	628,444,466
Date of notice	12 Feb 2018
Date notice received by Listed Issuer	12 Feb 2018

icy97

Name	YAMATO ASIA PTE LTD
Address	223 Mountbatten Road #01-07/08 398008 Singapore.
Company No.	201328800W
Nationality/Country of incorporation	Singapore
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	12 Feb 2018	5,884,470	Others	Direct Interest
	Name of registered holder	Maybank Nominees (Asing) Sdn Bhd Nomura Singapore Limited for Yamato Asia Pte Ltd
	Address of registered holder	8th Floor Menara Maybank 100 Jalan Tun Perak 50050 Kuala Lumpur
	Description of "Others" Type of Transaction	Reinvestment Plan

Circumstances by reason of which change has occurred	Reinvestment of cash dividend pursuant to GD Express Carrier Bhd's Dividend Reinvestment Plan
Nature of interest	Direct Interest
Direct (units)	1,278,106,910
Direct (%)	22.818
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	1,278,106,910
Date of notice	12 Feb 2018
Date notice received by Listed Issuer	13 Feb 2018

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Name	GD EXPRESS HOLDINGS (M) SDN BHD
Address	19 Jalan Tandang Petaling Jaya 46050 Selangor Malaysia.
Company No.	246161H
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	12 Feb 2018	6,536,267	Others	Direct Interest
	Name of registered holder	GD Express Holdings (M) Sdn Bhd
	Address of registered holder	19 Jalan Tandang 46050 Petaling Jaya Selangor
	Description of "Others" Type of Transaction	Reinvestment Plan

Circumstances by reason of which change has occurred	Reinvestment of cash dividend pursuant to GD Express Carrier Bhd's Dividend Reinvestment Plan
Nature of interest	Direct Interest
Direct (units)	1,419,677,427
Direct (%)	25.345
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	1,419,677,427
Date of notice	12 Feb 2018
Date notice received by Listed Issuer	14 Feb 2018

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	76,459	66,149	145,226	124,166
2	Profit/(loss) before tax	12,023	10,860	21,344	20,480
3	Profit/(loss) for the period	6,589	9,199	14,483	17,305
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,589	9,199	14,483	17,305
5	Basic earnings/(loss) per share (Subunit)	0.12	0.17	0.26	0.31
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 ($$)	0.0800		0.0800

icy97

吉运速递550万购连锁快递MBE

2018年3月2日
（吉隆坡1日讯）吉运速递（GDEX，0078，主板贸服股）以550万令吉，全面收购连锁快递服务品牌MBE——Mail Boxes Etc.。

吉运速递向马交所报备，今日已签署有条件股权脱售协议，收购MBE business corporation和MBE business holdings 私人有限公司。

吉运速递自2015年9月1日起，已是MBE的快递合作伙伴。MBE如今在全马有超过92间加盟店，大多位于商业中心和购物商场。

董事经理兼总执行长张泽链在文告中指出，收购MBE将助公司打入零售速递市场。

“我们会维持MBE的商业模式，与其他快递合作伙伴和加盟商紧密合作。吉运速递也会投入资源，助MBE增长业务。”【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	GD EXPRESS CARRIER BHD PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN MBE BUSINESS CORPORATION SDN BHD AND MBE BUSINESS HOLDING SDN BHD
The Board of Directors of GD Express Carrier Bhd (“GDEX” or “the Company”) wishes to announce that GD Express Sdn Bhd (Company No. 347624-X) (“GDSB” or “Purchaser”), a wholly-owned subsidiary of the Company had on 1 March 2018 entered into a Conditional Share Sale Agreement (“Agreement”) with the shareholders of MBE Business Corporation Sdn Bhd (Company No. 311988-A) (“MBC”) and MBE Business Holding Sdn Bhd (Company No. 724584-K) (“MBH”) (collectively “MBE Malaysia” or “Sellers”), as indicated in the table in Section 1, for the proposed acquisition of 100% of the share capital of MBC and MBH for a total purchase consideration of RM4,000,000.00 and RM1,500,000.00 respectively (“Purchase Consideration”)(“Proposed Acquisition”). Upon completion of the Proposed Acquisition, MBC and MBH shall become wholly-owned subsidiaries of the Purchaser. Please refer to the attachment for details of the Proposed Acquisition. This announcement is dated 2 March 2018. (Note: The amendments are made to lines 4 and 6 of paragraph 1 and columns 1 and 2 of the table under Section 1 of the announcement released on 1 March 2018.)

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5711501

Attachments GDEX_Proposed Acquisition of MBE_2.3.201 (amended).pdf

Type	Announcement
Subject	OTHERS
Description	GD EXPRESS CARRIER BHD Press Release: GD Express Carrier Bhd, via its wholly-owned subsidiary GD Express Sdn Bhd entered into a Conditional Share Sale Agreement to acquire 100% stake in MBE Business Corporation Sdn Bhd and MBE Business Holding Sdn Bhd (collectively "MBE Malaysia")
GD Express Carrier Bhd is pleased to attach its press release dated 1 March 2018 in respect of the above for public information. This announcement is dated 1 March 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5710377

Attachments GDEX-Media Release_MBE_1.3.2018.pdf

icy97

吉运速递
收购MBE长期有利

2018年3月3日

分析 :MIDF投资研究
目标价：57仙

最新进展：

吉运速递（GDEX，0078，主板贸服股）以550万令吉，全面收购连锁快递服务品牌MBE大马——Mail Boxes Etc.。

吉运速递自2015年9月1日起，已是MBE大马的快递合作伙伴。

MBE大马如今在全马有超过92间加盟店，大多位于商业中心和购物商场。

行家建议：

上述收购有利吉运速递，公司将可提升在零售速递服务市场的地位。

虽然不会立竿见影地提振净利，但我们认为，加强零售网络有助于公司的长远发展。

截至去年12月杪，吉运速递手持2.83亿令吉现金。

因此，即使下半年需付额外的800万令吉税务（税收优惠期限已于去年9月到期），但无碍公司融资收购MBE大马。

自去年初起，吉运速递股价一路高走，至今已升了50%。

我们相信，如今该股已经处于合理价位，因此维持“中和”投资评级。



【e南洋】