【AEON 6599 交流专区】永旺

icy97

icy97 发表于 11-7-2014 03:00 AM
永旺斥3485萬購地建購物中心

財經10 Jul 2014 22:11
（吉隆坡10日訊）永旺（AEON，6599，主要板貿易）以3484萬8000令吉購地，建設購物中心。

永旺向馬證交所報備，與雲頂房地產私人有限公司簽署買賣協議，以3 ...

终止购地．永旺新商场生变

（吉隆坡5日讯）永旺（AEON,6599,主板贸服组）的柔佛峇株巴辖新商场建案生变，该公司终止与云顶产业公司3484万8000令吉的土地买卖协议。

该买卖协议是在2014年7月10日签署，该地段低约占地20英亩，该公司原本有意将该地段打造成一座购物中心，附有停车场、店铺以及超市。

该公司在文告中指出，由于双方无法就合约中的先决条件达成协议，以延长条件期限，该公司只好终止该土地买卖合约。

在符合买卖条款前提下，永旺将向追讨云顶私人产业之前已经支付的保证金、定金余额、第一期和第二期款项，总值1393万9200令吉。

这不是永旺第一次放弃收购已经签订买卖协议的土地，在2016年该公司放弃收购位于吉打一块用以发展购物商场的20.168英亩土地计划，该项买卖协议是在2011年签署，原因也是买卖先决条件无法达成。

文章来源：
星洲日报／财经‧2017.04.06

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	AEON CO. (M) BHD ("AEON" OR "COMPANY")- Termination of the Sale and Purchase Agreement (SPA) with Genting Property Sdn. Bhd. (Vendor)
Reference is made to the Company’s announcement on 10 July 2014 in relation to the SPA dated 10 July 2014 in respect of the acquisition of a piece of freehold land held under H.S.(D) 61139, PTD 52836, Mukim Simpang Kanan, Daerah Batu Pahat, Negeri Johor, measuring in area of approximately 20 acres or approximately 871,200 square feet, all of which are situated in Mukim Simpang Kanan, Daerah Batu Pahat, Negeri Johor (hereinafter referred to as “the Land”) at a purchase price of Ringgit Malaysia Thirty Four Million Eight Hundred and Forty Eight Thousand (RM34,848,000.00) for the purpose of constructing a shopping centre thereon and operating the business of shopping centre with car parks and departmental store cum supermarkets upon completion of the construction of the shopping centre. The Board of Directors of AEON wishes to announce that the SPA dated 10 July 2014 in respect of the acquisition of the Sale Property has been terminated on 5 April 2017, due to the non-fulfilment of the Condition Precedents within the conditional period and both parties could not reach an agreement to further extend the conditional period. The Company will seek the refund of the Earnest Deposit, Balance Deposit, First and Second Payment totaling of Ringgit Malaysia Thirteen Million Nine Hundred Thirty Nine Thousand Two Hundred (RM13,939,200.00) Only from the Vendor pursuant to the terms and conditions of the SPA. The above transaction is not expected to have any material financial impact to the Company. This announcement is dated 5 April 2017.

icy97

零售回升．赚幅改善．永旺藉房产抗低迷

（吉隆坡12日讯）随着零售领域和消费者情绪正缓慢回升，以及赚幅改善，分析员看好永旺（AEON，6599，主板贸服组）2017年盈利有望从上财政年的低比较基础中复苏，同时其产业管理业务也将继续提供稳定的经常性收入。

艾芬黄氏研究在会见永旺管理层后指出，永旺继续装修现有商场和开设新商场/商店，接下来最值得关注的大型装修活动是马鲁里花园永旺商场，将于2019年首季完成，估计资本开销达3亿令吉。

配合一年至少开设1间新商场的策略，永旺新山甘拔士商场将于2017年第三季开张，以及永旺古晋于2018年登场。

新店开张开销大增

艾芬黄氏指出，永旺的资本开销自2013年起走高，并于去年达到7亿1100万令吉高峰，预料2017至2019年每年为5亿令吉，之后回到至4亿令吉的正常水平。

尽管消费情绪疲软，但归功于两家新商场开张，永旺2016财年的零售收入成长4.6%，税前赚幅则下跌1.3%至0.1%，令息税前零售盈利减至330万令吉，因新店开张令开销大增。

去年同店销售增长1.8%，相比2015年为增长1.25%，艾芬黄氏保持乐观预期消费领域将逐步复苏直至年杪。

该集团零售业务占2016年营收的85%，但其息税前收入却有98%来自产业管理业务。

由于新商场开张，带动产业管理部门在2016年的盈利增长9.8%。该集团旗下管理的产业，平均出租率达90%，但受产业市不振影响，租金调整持平。

无论如何，此部门提供稳定的经常性收入，具备有如产业信托的特色。

Shoppu成长稳定

此外，为了迎合网路购物趋势，该公司2015财政年也推介了电子网站Shoppu。分析员认为，虽然这项业务的成长稳定，但至今贡献依然不算太大，所以该公司认为实体购物商场会继续成为主要的营收来源。

基于预期折旧和税率升高，以及须借贷以融资资本开销，将令利息开销大增，因此艾芬黄氏将永旺2017至2019年财测下调27至30%，目标价从2令吉65仙下调至2令吉47仙，保持“守住”评级。

文章来源：
星洲日报‧财经‧报道：李勇坚‧2017.04.12

icy97

AEON CO. (M) BHD

EX-date	13 Jun 2017
Entitlement date	15 Jun 2017
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final dividend of 3.0 sen per ordinary share in respect of the financial year ended 31 December 2016
Period of interest payment	to
Financial Year End	31 Dec 2016
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	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200 Kuala LumpurTel:03-27839299Fax:03-27839222
Payment date	13 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Jun 2017
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	0.03
Par Value	Malaysian Ringgit (MYR) 0.000

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2017

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

1	Revenue	1,071,970	1,075,675	1,071,970	1,075,675
2	Profit/(loss) before tax	37,789	44,924	37,789	44,924
3	Profit/(loss) for the period	21,133	28,011	21,133	28,011
4	Profit/(loss) attributable to ordinary equity holders of the parent	22,654	28,706	22,654	28,706
5	Basic earnings/(loss) per share (Subunit)	1.61	2.04	1.61	2.04
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 ($$)	1.3500		1.3300

icy97

重新调整发展组合
永旺5亿开商场翻新店面

2017年5月25日
（吉隆坡25日讯）永旺（AEON，6599，主板贸服股）今财年拨出5亿令吉资本开销，大部分用于开设购物中心和翻新现有店面。

永旺企业管理执行董事裴荣裕，今日在股东常年大会后记者会上说：“约4亿令吉用于开设新山甘拔士（Kempas）永旺购物中心，以及翻新槟城皇后湾购物中心的店面。其余则是准备未来数年的新购物中心或店面。”

询及是否会筹资，他称，永旺会双管齐下，使用内部资金并考虑贷款与资本市场。

他补充，上财年的资本开销较高，达7亿令吉，因为该公司在过去两年积极发展新商场。

今年，永旺重新调整发展组合，会选择性翻新店面。

主席拿督阿都拉莫哈末尤索夫相信，由于经济现况、通胀和令吉贬值，今年零售情绪“完好”但仍疲弱。

为了刺激消费者需求，董事经理鹫泽忍计划改变商品组合、提供可负担价位和革新购物中心。

“新山甘拔士永旺购物即将在9月开张，我们在那儿介绍新概念。随后，我们会将新概念套用在现有店面。”

古晋投资6000万

此外，该公司明年首季即将进军东马市场，在古晋投资6000万令吉，开设当地首家永旺购物中心。

裴荣裕也补充，目前该公司没有计划关闭任何商场，但会持续观察。

至于旗下电子商务平台“Shoppu”的表现，裴荣裕说，该平台刚起步，过去一年的每月销售皆增长。

他称，“Shoppu”即将进入第二阶段计划，但仅透露是利用旗下实体店面。他也说，会重新调整模式后才扩展该平台的规模。

目前，该公司也未与第三方支付平台，譬如支付宝合作提供电子钱包付款服务。

另外，鹫泽忍指出，产业管理业务的出租率超过90%，是否涨租金得视市场情况而定。

出席记者会者还有零售业务执行董事小寺博之。

首季净利跌21%

另一方面，永旺截至3月杪首季，净利按年下跌21.08%，至2265万4000令吉，或每股净利1.61仙。

该公司向交易所报备，上财年同期净赚2870万6000令吉，或每股净利2.04仙。

基于非营运开销及较高的利息，导致当季税前盈利从上财年同期的4492万4000令吉，下跌至3778万9000令吉。

同期营业额则微跌0.34%，从上财年同期的10亿7567万5000令吉，减至10亿7197万令吉。

永旺预计，该公司本财年的业绩表现依然充满挑战。【e南洋】

icy97

永旺
扩展期压制赚幅

2017年6月8日

分析：丰隆投行研究
目标价：2.16令吉

最新进展：

与永旺（AEON，6599，主板贸服股）管理层会面后，我们对该公司未来前景持中和态度。

尽管永旺的百货商店贡献减少，不过上财年零售业务的营业额依然增长5%。

永旺所有26间购物商场的平均出租率，超过90%；尤其是莎阿南及哥打峇鲁去年开张的商场，出租率超过93%。

管理层表示，许多租户也已经更新租约，不再是以往固定租金合约，而是以固定数额加上销售额比例来计算租金。

行家建议：

新分店扩展，以及今年初开始实行2016年价格控制和反暴利法令，相信能让永旺逐渐调涨特定产品的价格，预计未来的零售业务营业额与净利将继续温和增长。

尽管市场上有许多零售空间，不过因为租金较低，所以永旺仍然能维持高出租率。

永旺仍然处在扩展阶段，所以预计赚幅会承压；不过，随着消费者情绪复苏及减缓扩展活动，预料盈利赚幅会逐渐改善。

维持“守住”评级，目标价维持不变在2.16令吉。



【e南洋】

icy97

永旺8780万卖皇冠城商场

2017年6月30日
（吉隆坡29日讯）永旺（AEON，6599，主板贸服股）建议以8780万令吉，脱售该公司位于蕉赖皇冠城面积达2万8328平方米永久地契土地，及2层楼永旺购物商场。

永旺今日向交易报备，已与Foremost财富管理私人有限公司签署买卖协议。

根据该公司文告，截至去年12月31日，该土地和商场的净账面价值为6740万令吉，而商场的楼龄已有7年。

永旺预计，截至12月杪财年，经必要费用和税收调整后，预计可从卖地活动中取得1700万令吉的收益；将充当营运资本和减轻贷款。

除非买卖双方另有协议，否则将在买卖协议后的4个月完成。【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	AEON CO. (M) BHD. ("AEON" OR "COMPANY")- Sale and Purchase Agreement
1.        INTRODUCTION The Board of Directors of AEON (“Board”) wishes to announce that the Company has on 29th June 2017 entered into a Sale and Purchase Agreement (“SPA”) with Foremost Wealth Management Sdn. Bhd. (Company No. 1065970-V) having its registered office at No. 40-1, First Floor, Jalan Manis 1, Taman Segar, Cheras, Kuala Lumpur (“Purchaser”) in respect of the disposal of a piece of freehold land held under H.S.(D) 142740, PT No Plot 55919, Mukim of Cheras, District of Ulu Langat and State of Selangor measuring approximately 28,328 square metres (“Land”) together with a 2-storey retail Shopping Centre known as AEON Mahkota Cheras Shopping Centre constructed thereon (“Building”) at a sale consideration of Ringgit Malaysia Eighty Seven Million Eight Hundred Thousand (RM87,800,000.00) Only (“Sale Consideration”) in accordance with all the terms and conditions as stipulated in the SPA (“Proposed Disposal”). The Land and Building are collectively referred to as the “Property”. 2.        INFORMATION ON PURCHASER The Purchaser is an investment holding company incorporated in Malaysia with its place of business at No. 2B, Jalan BM 1/2, Taman Bukit Mayang Emas, 47801 Petaling Jaya, Selangor with a paid-up share capital of RM1,000,000.00. 3.        INFORMATION OF THE PROPERTY The Property comprising a Land which is a freehold land, held under an individual title H.S.(D) 142740, PT No Plot 55919, Mukim of Cheras, District of Ulu Langat and State of Selangor measuring approximately 28,328 square metres in area and the Building erected thereon and bearing the postal address of Jalan Temenggung 21/9, Persiaran Mahkota Cheras 1, Bandar Mahkota Cheras, 43200 Cheras, Selangor Darul Ehsan is currently used for the purpose of operating of a shopping centre with car parks and departmental stores cum supermarket. The Net Book Value of the Property for the financial year ended 31st December 2016 is RM67,400,000.00 and the age of the Building is 7 years. 4.        DETAILS OF THE PROPOSED DISPOSAL 4.1     The Company is the registered, legal and beneficial owner of the Land together with the Building erected thereon including all fittings and fixtures. 4.2     The Property is presently free from encumbrances. 4.3     The Property is not subject to express conditions and restrictions in interest. 4.4     The Company has agreed to sell and the Purchaser has agreed to purchase the Property on an as is where is basis free from all encumbrances with a Sale Consideration of Ringgit Malaysia Eighty Seven Million Eight Hundred Thousand (RM87,800,000.00) Only upon the terms and conditions therein contained in the SPA. 5.         BASIS OF DETERMINING THE VALUE OF THE PROPERTY The consideration for the Proposed Disposal amounting to Ringgit Malaysia Eighty Seven Million Eight Hundred Thousand (RM87,800,000.00) Only was based on a total area of 28,328 square metres which was arrived on a “willing-buyer willing-seller basis” in an arm’s length transaction after taking into consideration the potential development of the Company, the range of market values for similar lands in the vicinity and the valuation carried out by the valuer, Henry Butcher Malaysia Sdn. Bhd. (160636-P) which adopted the Investment Method that considers the Market Value of the Property as an income generating commercial property. 6.         SALIENT FEATURES OF THE AGREEMENT The salient terms and conditions of the SPA, among others, are as follows:- 6.1   The Proposed Disposal shall be conditional upon the Company making a proper announcement therefor or obtaining the approval from its shareholder for the transfer of the Property, if required within two (2) months commencing from the date of the SPA or such other extended period that shall be mutually agreed by the parties upon the terms and conditions of the SPA. 6.2   One percent (1%) of the Sale Consideration has been paid by the Purchaser as the tender deposit prior the execution of the SPA and it will be converted and treated as the earnest deposit. Nine percent (9%) of the Sale Consideration shall be paid by the Purchaser upon execution of the SPA as balance deposit. The remaining Ninety percent (90%) of the Sale Consideration shall be paid by the Purchaser to the Company from the unconditional date until 30th September 2017 subject to an additional two (2) weeks interest free grace period calculated thereon (“Completion Period”) or further one (1) month from the expiry date of Completion Period in accordance with the terms and conditions of the SPA (“Extended Completion Period”). 7.         COMPLETION OF THE PROPOSED DISPOSAL The completion of the SPA of the Property hereunder shall take place on the day when the stakeholder receives the remaining Ninety percent (90%) of the Sale Consideration with the late payment interest, if any within the Completion Period or the Extended Completion Period (“Completion Date”) according to the terms and conditions therein contained in the SPA. 8.         RATIONALE OF THE PROPOSED DISPOSAL The Proposed Disposal is in line with AEON’s corporate strategy of focusing and developing its future retail business. 9.         THE EXPECTED GAINS OR LOSSES ARISING FROM THE PROPOSED DISPOSAL Upon the completion, the Proposed Disposal is expected to give rise to an estimated gain of RM17,000,000.00 after adjusting for necessary expenses and taxes for the financial year ending 31st December 2017. 10.       ASSUMPTION OF LIABILITIES FOR THE PROPOSED DISPOSAL             The Proposed Disposal will not have any effect on the liabilities of the Company. 11.       UTILISATION OF PROCEED The cash proceed are intended to be used as working capital of the Company and to reduce its borrowings. 12.       EFFECT OF PROPOSED DISPOSAL 12.1     Share capital and Substantial Shareholders’ Shareholdings The Proposed Disposal will not have any effect on the share capital of the Company or the shareholdings of substantial shareholders. 12.2     Earnings and earnings per share Upon the completion, the Proposed Disposal is expected to give rise to an estimated gain of RM17,000,000.00 for the financial year ending 31st December 2017. 12.3     Net assets and gearing The Proposed Disposal is not expected to have any material effect on net assets and gearing of the company. 13.       DIRECTORS’AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company and/or persons connected to them has any interest, direct or indirect, in relation to the Proposed Disposal. 14.       DIRECTORS’ RECOMMENDATIONS The Board having considered all aspects of the Proposed Disposal, the Board is of the opinion that the Proposed Disposal is in the best interests of the Company. 15.       APPROVALS REQUIRED The necessary approvals for the Proposed Disposal are as stated in item 6 above and the Proposed Disposal do not require the approval of the shareholders of the Company. 16.       ESTIMATED TIMEFRAME FOR COMPLETION Unless otherwise agreed by the parties, the completion date is expected to be four (4) months from the date of the Agreement or such other date to be agreed between the Company and the Purchaser. 17.       DOCUMENTS AVAILABLE FOR INSPECTION A copy of the SPA executed on 29th June 2017 and the valuation report by Henry Butcher Malaysia Sdn. Bhd. (160636-P) dated 17th February 2017 are available for inspection at the registered office of AEON at 3rd Floor, AEON Taman Maluri Shopping Centre, Jalan Jejaka, Taman Maluri, Cheras, 55100 Kuala Lumpur during normal office hours from Monday to Friday (except public holidays) for a period of three (3) months from the date of this announcement. This is a voluntary announcement made under Paragraph 10.05(2) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad. This announcement is dated 29th day of June 2017

icy97

永旺售商场核心净利看跌

2017年7月1日

分析：达证劵
目标价：2.23令吉

最新进展：

永旺（AEON，6599，主板贸服股）建议以8780万令吉，脱售该公司位于蕉赖皇冠城面积达2万8328平方米永久地契土地，及2层楼的永旺购物商场。

永旺昨日向交易所报备，已与Foremost财富管理私人有限公司，签署买卖协议。

脱售完成后，永旺的分店将减少至31家。

行家建议：

脱售后，我们预测永旺2018财年营业额会下滑0.3%，同时，营运成本预计微减0.3%。

上述脱售收益，相等于每股6.2仙，将用为营运资本。我们预测，脱售收益将用作2018财年4亿5000万令吉的资本开销里，因此，我们维持股息预测，即每股4.8仙。

鉴于永旺的管理层认为，脱售增益为1700万令吉，我们估计2017财年净利将提高至16.3%，但核心净利则滑落1.9%。此外，2018财年的核心净利估计将减少0.8%。

我们维持“卖出”评级，目标价保持2.23令吉。

脱售计划并不令人意外，因为永旺管理层已经透露，将会关闭业绩表现不佳的商场或分店，以降低营运开销，改善资产负债表。



【e南洋】



仅贡献2%营收‧永旺卖商场受赞赏

（吉隆坡30日讯）永旺（AEON,6599,主板贸服组）脱售蕉赖皇冠城的永旺购物商场，各大证券行对此不感意外，相信商场脱售计划对盈利影响不大，普遍维持未来财测不变。

永旺周四宣布，与Foremost财务管理私人有限公司签署买卖协议，以8780万令吉脱售蕉赖皇冠城的永旺购物商场及地库，马银行研究对此略感正面，主要是该商场常年表现落后，对永旺零售贡献也不大。

“根据我们的推算，该商场对永旺的常年营业额贡献不足2%，因此脱售表现落后大市的商场将可减低日常开销，从而强化盈利赚益，我们对此略感正面。”

完成脱售后，永旺购物中心数量将减至31家，另有28家大创（Daiso）门市。

达证券表示，以独立估价师报告来看，每平方呎290令吉的脱售价合理，预计永旺2018财政年营业额将减少0.3%，营运成本则将减少0.3%，而总体来看2018财政年核心净利目标将下滑0.8%。

“不过，管理层透露商场脱售计划将带来1700万令吉盈余，因此调高2017财政年盈利目标16.3%。”

股息目标不变

此外，永旺将利用脱售所得作为营运资本，这将可融资2018财政年4亿5000万令吉资本开销，因此达证券维持现财政年每股4.8仙股息目标不变。

相比之下，马银行研究和丰隆研究则预见商场脱售对永旺影响甚微，双双维持其财测不变，投资评级和目标价也按兵不动，其中丰隆研究说，尽管展店脚步放缓，但永旺长期仍将继续在大马开设新店，以攫取城市化、中产阶级人口日趋增长的机会。

“此外，随着消费者情绪复苏，加上永旺放慢展店步伐，预见未来盈利赚益将缓步改善。”

永旺位于柔佛甘拔士购物中心将在今年第三季开业，而东马首家永旺购物中心将在2018年首季开门迎客。

文章来源：
星洲日报／财经·文:洪建文·2017.06.30




脫售皇冠城商場 或助永旺減成本

2017年7月03日
（吉隆坡3日訊）馬銀行投銀“溫和正面”看待永旺（AEON，6599，主要板貿易）以8780萬令吉，獻售蕉賴皇冠城永旺購物商場（AEON Mahkota Cheras mall）。

該行在報告中指出，了解到該商場表現不佳、對集團盈利貢獻低，因此對脫售案持“溫和正面”態度，因此維持該公司盈利預測和2.20令吉目標價（釘住2018財年28倍本益比）”

永旺與Foremost財富管理私人有限公司簽署買賣協議，脫售這永久地契土地和地上2層樓高的商場。

根據該房地產截至2016年底最新賬面淨值去估算，該集團將從中獲得1700萬令吉淨收益；脫售所得資金將用作營運資本，減輕債務負擔。

該行指出，該商場是永旺最小的一個購物商場，建成面積僅29萬9979平方呎。永旺其他商場大小介于50萬至150萬平方呎。

“總的來說，我們稍微正面看待這個脫售案，因脫售表現不佳的商場可緩解間接成本負擔，從而提高賺幅。”【中国报财经】

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永旺次季多赚33%

2017年8月25日
（吉隆坡24日讯）永旺（AEON，6599，主板贸服股）截至6月杪次季，净利按年上涨32.66%，至2530万6000令吉或每股1.80仙。

该公司向交易所报备，上财年同期净赚1907万6000令吉，或每股1.36仙。

基于零售及产业管理服务业务营业额增加，激励公司同期营业额按年微涨3.42%，从上财年同期的9亿7477万1000令吉，增加至10亿806万3000令吉。

累计首半年，净利按持平在4795万9000令吉；而同期营业额则按年微涨1.44%，至20亿8003万2000令吉。

永旺董事部表示，经济与业务环境依然充满挑战，而消费者情绪也依然谨慎，因为生活成本走高。

公司将继续翻新及提升特定商点店及购物商场，以提供更广阔的空间、更好的零售组合与商品组合给客户，让他们能有全新的购物体验。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,008,063	974,771	2,080,032	2,050,446
2	Profit/(loss) before tax	44,599	32,165	82,388	77,089
3	Profit/(loss) for the period	24,344	17,995	45,476	46,006
4	Profit/(loss) attributable to ordinary equity holders of the parent	25,306	19,076	47,959	47,782
5	Basic earnings/(loss) per share (Subunit)	1.80	1.36	3.42	3.40
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 ($$)	1.3700		1.3300

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Date of change	24 Aug 2017
Name	DATO' ABDULLAH BIN MOHD YUSOF
Age	78
Gender	Male
Nationality	Malaysia
Designation	Chairman
Directorate	Independent and Non Executive
Type of change	Retirement
Qualifications	N/A
Working experience and occupation	N/A
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	None
Details of any interest in the securities of the listed issuer or its subsidiaries	(i)  Direct interest of 2,070,000 ordinary shares (ii) Indirect interest of 2,160,000 ordinary shares

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Date of change	24 Aug 2017
Name	DATUK ISKANDAR BIN SARUDIN
Age	62
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Director
New Position	Chairman
Directorate	Independent and Non Executive
Qualifications	B.A. (HONS)(MALAY STUDIES), UNIVERSITI MALAYA, KUALA LUMPURDIPLOMA OF PUBLIC ADMINISTRATION (INTAN)
Working experience and occupation	2015-CurrentMember of the Board and Member of Audit Committee at Perbadanan Perwira Harta MalaysiaFellow at the Malaysia Institute of Defence and Security, Ministry of Defence (since 2016)2010-2015 Ambassador of Malaysia to People's Republic of China. 2006-2010Deputy Secretary General (Management Affairs) Ministry of Foreign Affairs responsible for Service, Finance, Administration, Security, ICT, Consular Development.2004-2006Ambassador of Malaysia to the Republic of Philippines.2000-2004High Commissioner of Malaysia to Sri Lanka.High Commissioner of Malaysia to Republic of Maldives.President of Colombo Plan Organization,Colombo (2003-2004).1998-2000Deputy Director General (ASEAN), Ministry of Foreign Affairs.1995-1998Tasked by the Ministry to establish Embassy of Malaysia in Bosnia and Herzegovina. Counsellor, Embassy of Malaysia, Sarajevo, Bosnia and Herzegovina.1991-1995Tasked by the Ministry to establish Embassy of Malaysia in Republic of Chile. Counsellor, Embassy of Malaysia, Santiago, Chile.1988-1991Principal Assistant Secretary (CHOGM), Ministry of Foreign Affairs.Principal Assistant Secretary (East Asia), Ministry of Foreign Affairs.1985-1988First Secretary, High Commission of Malaysia, Lagos, Nigeria.1983-1985Second Secretary, Embassy of Malaysia, Jakarta, Indonesia.1979-1983Appointed to the Administrative and Diplomatic Service of Malaysia as Assistant Secretary (ASEAN) at the Ministry of Foreign Affairs.

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永旺擬斥3億 明年古晉建商場

2017年9月07日
（新山7日訊）我國消費意願好轉，永旺（AEON，6599，主要板貿股）將耗資超過3億令吉開設古晉商場，並計劃未來3年，在西馬增設1或2間商場。

永旺執行董事裴榮裕說，包括公司今日開幕的第6間新山商場，公司至今在全國共有27間商場。

“我們將在明年次季于東馬（即古晉）增設1間商場，並在未來3年位于西馬1或2個地點增設商場，但現階段無法透露詳情。”

他今日在拿督翁鎮（Bandar Dato’Onn）AEON商場開幕儀式結束后，在記者會上如是指出。

他指出，公司將為古晉商場投入超過3億令吉，投資額與拿督翁鎮商場相差不多。

他說，公司仍樂觀看待我國零售市場，消費意願也比去年略有起色。

再者，雖然市場出現更多業者，但市場還是有商機。【中国报财经】

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永旺成长策略奏效　今年净利备受看好

財经 最后更新 2017年11月15日
（吉隆坡15日讯）隨著永旺集团（AEON，6599，主板贸服股）的成长策略奏效，檳城水灾也没有影响当地的商场人流，加上明年预算案將提高消费者的购买力，分析员仍看好该公司今年的净利前景。

达证券分析员表示，永旺集团预计在本月23日公佈2017財政年第3季业绩，其首9个月净利料介于6000万至6900万令吉，相等于30.9%至49.2%增幅。

同时，分析员指出，永旺集团的净利表现得利于：一、全国销售所作出的贡献；二、永旺甘拔士作出的贡献；三、商品洗牌后的效应。

与此同时，他亦指出，永旺集团在2017財政年已经拨出5亿令吉的资本开销预算，目前已经花了60%，末季节料再花掉1亿5000万令吉。

这些资金主要用来扩建玛鲁里花园（Taman Maluri）商场，在甘拔士开设另一家商场，以及翻新店面。

另外的1亿5000万令吉將用来继续融资玛鲁里花园商场的扩建工程，及在砂拉越设新商场。他重申，「由于第3季没有重大佳节，永旺集团的净利料来自8月的全国销售、永旺甘拔士的贡献和商品洗牌，比如日本的新食品。」

此外，分析员谈到，他对2018年財政预算案抱持正面看法，因为这份预算案料可提高消费者的购买力。

当中的利好措施包括税务减免料可令中收入阶层获得额外300至1000令吉的可支配收入。

另外，政府將持续发放人民援助金和公务员花红。

除此之外，政府预计明年会有2800万名旅客来到我国，加上政府將拨出35亿令吉来发展旅游业，分析员因而相信，永旺集团2018財政年的营业额料按年上涨10.8%。

永旺集团2014至2016財政年的3年平均销售只录得4.7%的增幅。

展望將来，分析员称，永旺集团在2018和2018財政年仍將每年拨出5亿令吉资本开销，主要用在砂州古晋开商场；重开玛鲁里花园商场；兴建永旺汝来；以及翻新万达城、双威城和芙蓉2號商场。

「我们认为上述发展计划，与永旺集团缩减资本开销的计划是一致的。该公司的净负债率料从2016財政年的0.52倍，下降至2017財政年的0.48倍。永旺今年上半年的负债率是0.46倍。」

分析员补充，檳城早前发生水灾，並没有影响永旺大山脚和永旺皇后湾商场。

管理层指客户流量正常，因此这场水灾没对永旺造成太大衝击。

达证券维持永旺集团的「守住」评级和2.23令吉目標价。【东方网财经】

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营运开销降‧永旺第三季多赚72％

（吉隆坡23日讯）营运开销降，提振永旺（AEON,6599,主板贸服组）净利，截至2017年9月30日止第三季，净利猛升71.61%至930万1000令吉，首9个月净利则扬升7.63%至5726万1000令吉。

第三季及首9个月营业额则持平，分别报9亿6265万8000令吉及30亿4269万令吉，前期为9亿6533万5000令吉及30亿1578万1000令吉。

公司董事部透过文告表示，零售业务营业额走低1.7%至8亿250万令吉，归咎于缺乏佳节之故，而产业管理服务营业额则起7.6%至1亿6020万令吉，归功于去年新开的商场及装修工程竣工。

展望未来，董事部认为前景依旧备受挑战，基于末季为假日及节庆旺季，董事部将透过市场营销活动等策略，以吸引更多人到商场消费。

文章来源：
星洲日报／财经·2017.11.24

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	962,658	965,335	3,042,690	3,015,781
2	Profit/(loss) before tax	17,275	12,626	99,663	89,715
3	Profit/(loss) for the period	8,109	4,320	53,586	50,326
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,301	5,420	57,261	53,202
5	Basic earnings/(loss) per share (Subunit)	0.66	0.39	4.08	3.79
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 ($$)	1.3500		1.3300

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icy97 发表于 1-3-2014 04:47 PM

Type	Announcement
Subject	OTHERS
Description	AEON CO. (M) BHD. ("AEON" or "the Company")-        Supplemental Agreement to the Joint Venture Agreement dated 20 September 2013 between AEON and Index Living Mall Company Limited and Cessation of Subsidiary of AEON, AEON Index Living Sdn. Bhd.
References are made to the Company’s announcements on 20 September 2013 and 28 February 2014 in relation to the Joint Venture Agreement entered into between AEON and Index Living Mall Company Limited dated 20 September 2013 (“JV Agreement”). 1. Introduction The Board of Directors of AEON wishes to announce that the Company had on 12 December 2017 entered into a Supplemental Agreement to the JV Agreement with Index Living Mall Company Limited (“ILM”) to revise the shareholding structure of AEON Index Living Sdn. Bhd. (1082843-T) (“AEON Index”), a 70% owned-subsidiary of the Company and to make necessary amendments to the JV Agreement following such revision (“Supplemental Agreement”). 2. Information of AEON Index AEON Index was incorporated on 28 February 2014 as a private limited company in Malaysia. It is a 70% owned-subsidiary of AEON. The total issued shares of AEON Index are 70,000,000 ordinary shares. The principal activity of AEON Index is engaging in a business as furniture retailer. 3. Salient terms and conditions of Supplemental Agreement 3.1     Based on the Supplemental Agreement, the shareholding structure of AEON Index, according to the investment ratio, will be revised to ILM 51% : AEON 49%. To achieve the new shareholding structure, AEON Index had on 12 December 2017 allotted an additional 30,000,000 new ordinary shares to ILM. Subsequently, the new shareholding structure of AEON Index as at the date of this announcement is as follows : Shareholders Investment Ratio No. of Shares AEON 49% 49,000,000 ILM 51% 51,000,000 3.2 Consequent to the above revision, AEON Index will cease to be a subsidiary of AEON with effect from 12 December 2017 (“Restructuring”). 3.3 The Supplemental Agreement shall subject to the fulfillment of the following conditions precedent on or before 11 December 2017 or such other extension of time mutually agreed by AEON and ILM :       (i) the approval of the Board of Directors of AEON and ILM, if required;       (ii) the approval of the shareholders of AEON and ILM for issuance of new shares of AEON Index to ILM at the annual general meeting or the extraordinary general meeting to be convened or via circulation, if required; and       (iii) the approval of the Ministry of Domestic Trade Cooperatives and Consumerism and/or any other relevant authorities for the amendments to the JV Agreement, if required. 4. Rationale of the Restructuring The Restructuring is in line with AEON’s corporate strategy to focus in expanding the departmental stores and supermarkets business. 5. The Expected Gains or Losses Arising From the Restructuring The Restructuring will not have any gains or losses to the Company. 6. Assumption of Liabilities for the Restructuring The Restructuring will not have any effect on the liabilities of the Company. 7. Financial Effect of the Restructuring The Restructuring is not expected to have any material impact on the earnings per share, net assets per share and gearing of the Company for the financial year ending 31 December 2017. There will be no change in the share capital and substantial shareholders’ shareholding of the Company. 8. Directors’ and Major Shareholders’ Interests None of the Directors and/or major shareholders of AEON and/or persons connected to them have any interest, direct or indirect, in relation to the Restructuring. 9. Statement by the Board of Directors The Board having considered all aspects of the Restructuring is of the opinion that the Restructuring is in the best interests of AEON. 10. Estimated Timeframe for Completion Barring unforeseen circumstances and fulfilment of all terms and conditions precedent, the Restructuring is expected to be completed on or before the end of December 2017 or such other extension of time to be mutually agreed by AEON and ILM. 11. Documents for Inspection A copy of the Supplemental Agreement dated 12 December 2017 is available for inspection at the registered office of AEON at 3rd Floor, AEON Taman Maluri Shopping Centre, Jalan Jejaka, Taman Maluri, Cheras, 55100 Kuala Lumpur during normal office hours from Monday to Friday (except public holidays) for a period of three (3) months from the date of this announcement. This announcement is dated 12 December 2017.

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icy97 发表于 30-6-2017 12:34 AM
永旺8780万卖皇冠城商场

2017年6月30日
（吉隆坡29日讯）永旺（AEON，6599，主板贸服股）建议以8780万令吉，脱售该公司位于蕉赖皇冠城面积达2万8328平方米永久地契土地，及2层楼永旺购物商场。

永旺今日向交 ...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	AEON CO. (M) BHD. ("AEON" OR "COMPANY")-        Sale and Purchase Agreement - Completion of the Disposal of Property
Reference is made to the Company’s announcement dated 29 June 2017 in relation to the Sale and Purchase Agreement dated 29 June 2017 entered into between the Company and Foremost Wealth Management Sdn. Bhd. (1065970-V) (“Purchaser”) for the disposal of a piece of freehold land held under No. H.S. (D) 142740, No. Plot 55919, Mukim of Cheras, District of Ulu Langat and State of Selangor together with a 2-storey retail shopping centre known as AEON Mahkota Cheras Shopping Centre (“Property”) at the sale consideration of Ringgit Malaysia Eighty Seven Million Eight Hundred Thousand (RM87,800,000.00) only (“Disposal of Property”). The Board of Directors of the Company wishes to announce that the Disposal of Property has been completed as the Company has on 21 December 2017 presented the Memorandum of Transfer and relevant documents at the land office for the purpose of registration. This announcement is dated 21 December 2017.

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大選令吉升值提振消費 永旺看好有利零售業

2018年2月02日
（吉隆坡2日訊）隨著我國即將于今年舉行第14屆全國大選，永旺（AEON，6599，主要板貿易）看好，加上令吉走強的利好因素，將有助提振消費者情緒，對零售業有利。

永旺執行董事裴榮裕指出：“對消費者情緒而言，今年是好年，除了是因為全國大選，還有去年宣佈親民的2018年財政預算案，加上令吉走強。”

他今日為孟沙南城The Sphere的MaxValu Prime分行舉行開幕禮后，在記者會上如是指出。

裴榮裕說：“我們相信這些利好將刺激消費者消費，而且相信這不僅對我們有利，而是對整個零售業有利。”

此外，他也指出，永旺計劃最快次季初在砂拉越開設第一間分行即古晉永旺購物中心（Aeon Mall Kuching）。

“同時，我們也計劃在今年內開設1至3間MaxValu品牌的分行，每間平均耗資500萬令吉。”

他預計，今日開張的孟沙南城MaxValu分行，每週可吸引1萬5000至2消費者前來。【中国报财经】

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永旺上季料赚3200万

（吉隆坡6日讯）永旺（AEON，6599，主板贸服组）第四季净利料可走高至2600万至3200万令吉之间，全年业绩料可达MIDF研究预期的8300万至8900万令吉，2018财政年受疲弱消费情绪所挑战，调低财测12.6%。

料28日公布业绩

永旺第四季与全年业绩，料于2月28日公布。

MIDF认为，看好永旺第四季净利改善，主要是受产业管理高贡献所烘托，尤其是新山拿督翁永旺去年第三季开张；连同首9个月5730万令吉净利计算在内，该行预测全年录得最高8900万令吉净利。

去年第四季销售预期淡静，今年农历年销售预料从1月开始，去年的农历年落在1月，因此不对去年第四季业绩形成冲击。

MIDF说，永旺这些年来已对疲弱消费情绪持续冲击零售市场采取调适政策，这包括翻新老旧购物商场、脱售无利可图的商场如蕉赖皇冠永旺、多元化收入流如创造永旺购物中心、永旺保健、大创（Daiso）、永旺美思佰乐（Maxvalu）等。

基于国内零售市场竞争日趋剧烈，MIDF研究预期其零售前景保持挑战，目前其永旺购物中心是最大零售贡献者，占零售营收的48%；尽管过去数季销售保持韧力，赚益却因此受压缩至最低，预测2017与2018年净赚益2.1%，相比2015年3.4%。

永旺管理层也采取谨慎资本开销政策，未来两年分配5亿令吉资本开销，相比单单2017财政年就4亿令吉显得极低。

上述5亿令吉料作为古晋永旺（预期2018年4月开张）、森州汝来永旺（2019年开张），此外蕉赖玛鲁里花园永旺装修工程料可于2019年杪全面完成。

MIDF研究维持2017财政年财测，调低2018财政年财测12.6%，因销售表现复苏缓慢，减少资本开销使未来产业管理增长放缓。

该行维持“中和”评级，目标价由2令吉零2仙调低至1令吉70仙。

文章来源：
星洲日报‧财经‧报道：张启华‧2018.02.06

icy97

永旺末季多赚26%

2018年3月1日
（吉隆坡28日讯）永旺（AEON，6599，主板贸服股）在截至12月底的末季，取得26.45%的按年净利增长，并宣布派息4仙。

永旺向交易所报备，末季净利报3917万3000令吉，或相等每股2.79仙，优于去年同期的3098万令吉，或2.21仙，归功于较高的赚幅。

营业额从10亿1884万令吉年增4.8%，至10亿6720万令吉。

全年方面，永旺净赚1亿500万7000令吉，或每股7.48令吉，取得15.53%的按年增幅；而营业额则年增1.73%，至40亿8816万4000令吉。

永旺指出，将会继续采取适当的营销和定价策略、维持客户服务品质，以及提高营运效率来取胜，同时探寻拓展超市和电子商务的机会。【e南洋】

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	1,067,204	1,018,840	4,088,164	4,018,688
2	Profit/(loss) before tax	81,895	63,727	193,806	163,029
3	Profit/(loss) for the period	39,173	30,980	105,007	90,892
4	Profit/(loss) attributable to ordinary equity holders of the parent	39,173	30,980	105,007	90,892
5	Basic earnings/(loss) per share (Subunit)	2.79	2.21	7.48	6.47
6	Proposed/Declared dividend per share (Subunit)	4.00	3.00	4.00	3.00
		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 ($$)	1.4000		1.3400

icy97

永旺集团前景改善　股价盘中跳涨11%

財经 最后更新 2018年03月1日
（吉隆坡1日讯）永旺集团（AEON，6599，主板贸服股）在2017財政年（12月31日结账）业绩表现超越预期，加上，该集团积极扩张，及消费情绪改善，促使分析员扭转对该集团看法，纷纷上调其投资评级。

在出色的业绩的支撑下，永旺集团今日上扬14仙或9.52%，以1.61令吉掛收，打进全场上升榜第19位，全天成交量为952万股。

该股盘中大涨16仙或10.88%，至1.63令吉全天最高。

肯纳格研究分析员指出，由於永旺集团改变会计標准，所认列的联號公司盈利高於预期，推动去年核心净利按年增17%，达1亿零601万令吉，比该投行原先的预测高出32%。

「同时，该集团宣布派发每股4仙的一次过股息，这也比我们早前预期的3仙股息来得高。」

此外，永旺集团去年营业额按年升1.73%，该分析员表示，这主要由按年扬升11%的產业管理业务支撑，但表现平平的零售业务，抵消了前者强劲表现的利好。

「在2016財政年落成、分別位於哥打巴鲁和莎阿南的两间商场在去年作出全年贡献，加上刚在去年9月开始营业的柔佛甘拔士（Kempas）新永旺商场，带动集团產业管理业务走强。」

论及赚幅，分析员称，永旺集团2017財政年的息税前盈利（EBIT）赚幅由上年同期的4.9%，提升到5.9%，显示该集团在营销与定价策略上有所改善。

「永旺集团產业管理业务的平均EBIT赚幅高达37%，同时，零售业务赚幅也有望在將来逐步改善，加上通过旗下24间商场打造的强劲品牌效应，皆是我们更看好该集团的理由。」

丰隆投行分析员则指出，经过內部结构重整后，原属永旺集团子公司並陷入亏损的永旺Index Living公司，现已成为联號公司，股权由70%降至49%，带来的负面影响应会下降，集团赚幅有望渐入佳境。

「不仅於此，永旺集团已与新加坡线上生鲜食材採购商Honestbee签署谅解备忘录（MOU），以发展其网络零售业务，虽然短期內难以带来显著贡献。」

展望將来，达证券分析员透露，永旺集团分別为2018和2019財政年拨出5亿令吉的资本开销，融资2019財政年开幕的古晋新商场、及同年重开的蕉赖马鲁里花园商场扩充活动、建设预计在2019年竣工的汝来商场和翻新万达城等3座商场。

「上述资本开销比2015和2016年分別拨出的7亿令吉来得低，因此，永旺集团此后的负债率或会降低到0.5倍以下。」

3因素推动

该分析员相信，永旺集团自2013財政年以来积极进行的扩张计划即將带来成果，主要由3项因素推动。

「首先，新商场和翻新后的商场有望刺激买气，其次，大马2018年財政预算案令人民可支配收入提升，再来，第14届全国大选和世界杯热潮或在下半年激起正面消费情绪。」

综上所述，达证券、丰隆投行均上修永旺集团评级，至「买进」，肯纳格研究也將该公司的投资评级上修至「跑贏大市」。

目標价方面，达证券维持目標价在1.97令吉，而丰隆投行与肯纳格研究则分別將目標价从1.66令吉和1.80令吉，上调到1.82令吉与2令吉。【东方网财经】