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【MBMR 5983 交流专区】MBM资源

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发表于 12-10-2012 09:40 PM | 显示全部楼层
與日野聯營長遠看好‧MBM資源營收有望增長

熱股評析  2012-10-12 19:00
(吉隆坡12日訊)MBM資源(MBMR,5983,主板貿服組)與日本豐田旗下的日野汽車公司(Hino Motors)聯營,以在森美蘭州設廠生產小、中、重型卡車和巴士,此舉大受大馬研究看好,預計未來一年有推高股價之潛能,估計2014財政年起盈利強化4%至5%,每年貢獻1千萬令吉盈利。

“長遠策略來說則可提高其價值鏈,未來可獲新的經銷權與裝配權,特別是有利可圖的轎車區塊。"

大馬研究說,這項策略聯盟或在未來12個月推高股價,其2013財政年本益比7倍之估值,相比同儕為11倍至13倍。

新廠由MBM持股42%,日野汽車持有58%。有關車廠將設在森美蘭州申達央工藝谷42英畝土地,初期投資為1億4千萬令吉,預期2014年竣工。新廠房每年產量1萬輛,2014年首季投產,包含日野所有產品群,有小型、中型與重型卡車,也有巴士,全在大馬市場銷售。

大馬研究指出,1億4千萬令吉投資中,MBM資源出資的5千900萬令吉由內部資金提供,負債率由目前的5%約增至7.6%。

日野卡車目前由合順(UMW,4588,主板消費品組)旗下豐田裝配,組裝零部件皆來自日野在東盟的主要生產中心印尼和泰國。策略聯盟運作後,日野供應基本車架與底盤,而車身上部則根據不同需求向國內製造商獲取供應。

“旗下獨資商用車身上部生產商Summit公可能從中受惠,78%持股的OMI鋼輪輞製造商、獨資持有的喜樂大可(Hirotako)汽車安全系統生產商,皆可從中受惠良多。"

每年1萬輛產能符合日野商用車銷售指標,截至目前銷售6千361輛,明年7千至8千輛,2014年目標是1萬輛。

其輕型商用車300系4月剛推展,新車系是首推6速自排,效能更為改善,其四升柴油引擎使用歐2與歐3柴油排放標準,和釋放更高馬力。

儘管商用車賺益沒有轎車那麼豐厚,不過基於商用車壽命皆比轎車長,達10至15年(轎車為4至5年),而其回酬長遠與轎車打平。

大馬研究維持MBM資源“買進"評級,目標價5令吉40仙不變。(星洲日報/財經)
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发表于 8-11-2012 08:36 PM | 显示全部楼层
第三季不妙‧末季或翻身‧MBM全年盈利料跌

熱股評析  2012-11-08 19:06
(吉隆坡8日訊)MBM資源(MBMR,5983,主板貿服組)第三季業績恐難如意,第四季雖可望急起直追,全年盈利仍存下跌風險。

興業研究指出,8月是車市淡季,加上9月消費者靜待預算案的政策出爐,造成國內汽車銷量按月減少11.5%,第三季行業銷售不妙。

該行估計MBM資源的第三季汽車銷量按季減少3.3%,符合汽車市場按季滑落3.4%的趨勢。不過,若按年比較,該公司第三季銷量僅成長0.6%,遠遜汽車市場的2.7%增幅。

分析員認為,雖然第二國產車的部份車款繼續面對貸款嚴謹的打擊,但Myvi銷量強勁,該公司全年賣出18萬8千輛汽車的目標仍可期。

他補充,第四季而言,在預算案並未調整汽車稅務,政府暫時無意作出任何改變之下,相信車市買氣會逐步回籠。

“第三季銷售疲弱,經銷商為保全年銷量,紛紛推出促銷活動,對產品賺幅來說並非好事。"

汽車製造業務方面,該公司的盈利雖穩步攀升,但仍有改善空間。該公司屬下喜樂大可(Hirotako)面對產能微增、削價戰等挑戰,估計第三季業績表現平平。

至於78%子公司東方金屬工業(OMI)斥資1億零300萬令吉打造的合金廠,須待2014財政年才會達到收支平衡。

森卡車工廠或捎佳音
此外,該公司和與豐田旗下日野汽車(Hino)聯營的森美蘭卡車工廠,也可能捎來好消息。

分析員指出,該公司目前面對“三低一高"的潛在風險,包括經濟、馬幣和汽車業務產能降低,以及利率升高。

該行目前雖然保持2012財政年盈利預測,但強調下跌風險依然存在。

該行調整本益比後,將目標價從4令吉10仙下修至3令吉70仙,保持“符合大市"評級。(星洲日報/財經) 本帖最后由 icy97 于 8-11-2012 09:19 PM 编辑

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发表于 8-11-2012 09:18 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2012
30/09/2011
30/09/2012
30/09/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
584,951
421,481
1,742,899
1,213,311
2Profit/(loss) before tax
50,407
43,622
150,412
119,038
3Profit/(loss) for the period
45,483
39,369
137,247
107,834
4Profit/(loss) attributable to ordinary equity holders of the parent
35,468
35,320
105,940
94,831
5Basic earnings/(loss) per share (Subunit)
11.58
12.42
34.60
33.33
6Proposed/Declared dividend per share (Subunit)
3.00
3.70
3.00
3.70


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 ($$)
3.3500
4.5600

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发表于 10-11-2012 12:49 AM | 显示全部楼层
现在还是被低估了。好像看到讯号了。
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发表于 10-11-2012 02:35 PM | 显示全部楼层
Hirotako Holdings Berhad (HHB) was listed on the Second Board of the Kuala Lumpur Stock Exchange (KLSE) on 23 January 1995 and subsequently transferred to the Main Board of the KLSE on 29 August 2002.

喜樂大可(Hirotako)后来被全购了?

点评

【HIRO 9644 交流专区】喜乐大可 http://cforum3.cari.com.my/forum.php?mod=redirect&goto=findpost&ptid=1589753&pid=93702204&fromuid=1684830  发表于 10-11-2012 09:17 PM
是的,全购。。“MBM資源(MBMR,5983,主要板貿易)分別以現金每股97仙和5仙,獻購喜樂大可(HIRO,9644,主要板工業)所有股票和憑單。”  发表于 10-11-2012 09:16 PM

评分

参与人数 1人气 +5 收起 理由
有毛的球 + 5 谢谢分享

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发表于 14-11-2012 08:32 PM | 显示全部楼层
汽車業務賺幅受壓‧MBM資源短期盈利唱淡

熱股評析  2012-11-14 19:03
(吉隆坡14日訊)MBM資源(MBMR,5983,主板貿服組)第三季淨利僅增0.4%到3千550萬令吉,促使首三季淨利僅起12%到1億5千萬令吉,落後預期,分析員在汽車賺幅和市佔率走低下唱淡短期盈利展望,下調全年淨利預測最高達10%。

根據馬銀行研究,MBM資源盈利大幅落後,主要歸咎於汽車銷售和汽車賺幅走疲。馬銀行因下調該公司汽車分銷賺幅到0.3至0.8基點,和第二國產車的銷量2%,降低2012至2014財政年淨利預測10、6和3%,三年可循環淨利預測各達1億4千630萬、1億6千萬和1億7千零60萬令吉。

馬銀行相信,汽車分銷部的賺幅壓力將延續至末季,同時,礙於車貸條例緊縮,第二國產車首9個月的銷售量僅達13萬9千400輛,全年銷售恐怕落後原定目標4千輛,僅達18萬8千輛。

興業研究也隨下調該公司汽車市佔率和分銷賺幅,下修該公司2012至2014年淨利各6.8、4和4%,到1億4千500萬、1億6千790萬和1億8千700萬令吉。

下修聯號公司3年盈利預測
僑豐研究雖保持MBM資源子公司的盈利和營收預測,但基於之前對聯號公司的預測過於樂觀,下修2012至2014財政年的聯號公司盈利預測19、12和21%,促使MBM資源2012和2013財政年的整體淨利預測降低18和9%,核心淨利預測各為1億3千360萬和1億7千140萬令吉。

肯納格研究基於該公司近期推出數新車款,預見末季成長改善,並保持2012財政年總領域銷量成長預測2.4%,儘管如此,因該公司的營運和融資成本走高,下修2012與2013財政年的淨利預測各7和13%,至1億5千180萬和1億7千250萬令吉。

礙於汽車領域缺乏催化劑,尤其汽車稅調整落空,肯納格相信,汽車領域可能調整,令MBM資源的上探潛力欠缺吸引力。

興業也提到,該股現以未來本益比8.6倍交易,比較領域平均估值為7.5倍,在短期內缺乏催化劑下,對該股的期望不大。

不過,儘管MBM資源過去兩季的表現令人失望,僑豐仍預見,該公司的前景令人鼓舞,長期間,該公司的汽車領域將在涉足各種汽車領域和供應鏈下整合。

日野汽車製造廠
將帶來更高盈利成長
儘管M B M資源盈利受挫,馬銀行也依然看好MBM資源的長期展望,預見自2014年啟動的日野汽車(HINO)製造廠房將帶來更強勁的盈利成長。

MBM資源也預見,汽車合金輪的製造廠房估計在2015年前完成180萬個合金輪,料每年帶來1億5千萬令吉的營收。

“相對同儕,MBM資源的本益比最廉宜,隨該公司和日野結盟後,已從純分銷商轉為汽車製造商,相信該股將獲重估。"(星洲日報/財經)
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发表于 11-12-2012 09:40 PM | 显示全部楼层
MBM RESOURCES BHD

Type
Announcement
Subject
OTHERS
Description
STRIKING-OFF OF AN INDIRECT SUBSIDIARY COMPANY
INTRODUCTION
The Board of Directors of MBMR wishes to announce that Hirotako Ventures Sdn. Bhd. ("HVSB"), a wholly-owned subsidiary company of Hirotako Holdings Berhad ("HHB"), which in turn is a subsidiary of MBMR, had on 10 December 2012 submitted its application for striking-off the name of the company from the Register under Section 308 of the Companies Act, 1965 to Companies Commission of Malaysia ("CCM").

1.        INFORMATION ON HIROTAKO VENTURES SDN. BHD.
HVSB was incorporated in Malaysia under the Companies Act, 1965 on 13 February 1995 as a private limited company and has not been in operation since its incorporation. The intended principal activity of HVSB is that of investment holding. HVSB has an authorised share capital of RM100,000.00 comprising of 100,000 ordinary shares of RM1.00 each, of which 2 ordinary shares of RM1.00 each have been issued and fully paid-up.

2.        RATIONALE FOR STRIKING-OFF
HVSB has not been in operation since its incorporation and has no intention to carry on its business or operation in the future.

3.        DETAILS OF THE STRIKING-OFF
HHB has vide its Directors' Circular Resolution dated 16 November 2012 agreed to strike-off  HVSB, its wholly-owned subsidiary company under Section 308 of the Companies Act, 1965.

4.        EFFECT OF THE STRIKING-OFF
The striking-off of HVSB is not expected to have any material effect on the earnings, net assets and gearing of MBMR for the current financial year ending 31 December 2012.

There is no effect on the issued and paid-up share capital and the substantial shareholders’ shareholding in MBMR.

5.        APPROVAL REQUIRED
The striking-off of HVSB is subject to the approval of CCM, which is expected to be obtained within three (3) to six (6) months from the date of application of the strike-off.

6.        STATEMENT BY DIRECTORS
The Directors of MBMR, having considered all aspects of the striking-off, are of the opinion that the striking-off of HVSB is in the best interest of MBMR and its shareholders.

This announcement is dated 11 December2012.

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发表于 18-1-2013 12:52 PM | 显示全部楼层
召修更换费成本料7400万 第二国产车净利冲击微

财经新闻 财经  2013-01-18 11:32
(吉隆坡17日讯)第二国产车(Perodua)召修7万4000辆Myvi,料将对2013财年净利带来11至13%影响,连带影响贡献予大股东合顺(UMW,4588,主板消费产品股)和MBM资源(MBMR,5983,主板贸服股)的收益表现。

第二国产车启动预防措施,召修2011年3月至2012年3月生产的Myvi以更换轿车的“电动助力转向系统”。

由于第二国产车将自行承担费用,丰隆投资研究预计每辆Myvi的更换费用为1000令吉,意味公司的成本达7400万令吉。

“再计算25%税务,对净利的影响是5600万令吉或相等于11至13%。”

或要供应商赔偿

大股东方面,由于持股率达38%的合顺有多元化的收入来源,因此仅会对2013财年收益造成约2%或2100万令吉的影响。

不过,MBM资源的冲击相对较大,收益影响约7%或1200万令吉,公司持有第二国产车20%股权。

“无论如何不会打击消费者情绪,过去也有国际或大型汽车业者全球召修。更何况,第二国产车此举是正确的选择,确保汽车品质的同时也维持着消费者信心。”

对此,大马研究抱持相同意见,第二国产车能因此保住商誉,并且会被视为可靠和负责任的汽车制造商。

分析员也指出,此次召修相信涉及区域市场,特别是合作伙伴大发汽车(Daihatsu)最大的市场———印尼。

“第二国产车通过大发Sirion品牌在印尼出售MyVi轿车,若此系统属于生产或设计问题,不排除公司将伙同大发汽车一同向零部件供应商求偿。”[南洋财经]
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发表于 26-2-2013 03:51 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2012
31/12/2011
31/12/2012
31/12/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
574,114
492,262
2,317,013
1,705,573
2Profit/(loss) before tax
47,037
31,553
197,449
150,591
3Profit/(loss) for the period
36,864
30,237
174,111
138,071
4Profit/(loss) attributable to ordinary equity holders of the parent
29,456
26,406
135,396
121,237
5Basic earnings/(loss) per share (Subunit)
9.00
9.28
41.35
42.60
6Proposed/Declared dividend per share (Subunit)
3.00
6.00
3.00
6.00


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 ($$)
3.4200
3.8900
Type
Announcement
Subject
OTHERS
Description
MBM Resources Berhad ("MBMR" or "the Company") - Interim Dividend
The Board of Directors of MBMR is pleased to declare a second tax exempt interim dividend of 3 sen per ordinary share under the single-tier system in respect of the financial year ended 31 December 2012.

The dividend entitlement and payment date will be determined and announced in due course.
本帖最后由 icy97 于 26-2-2013 03:52 AM 编辑

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发表于 28-2-2013 01:53 AM | 显示全部楼层
icy97 发表于 2-6-2012 12:04 AM
MBM資源不賣 大馬大發20%股權

財經01/06/2012 21:16

MBM資源售大發(馬)20%

大馬 即時大馬財經  2013-02-28 18:50
(吉隆坡28日訊)MBM資源(MBMR,5983,主板貿服組)宣佈,日本三井公司(Mitsui)以8千326萬4千令吉代價,向該公司收購大發(馬)有限公司(Daihatsu)的20%股權。

該公司文告指出,上述交易後,該公司在大發(馬)有限公司的股權則減少至51.5%,三井則增加至30%,而大發汽車公司則持有其餘18.5%股權。(星洲網)
MBM RESOURCES BHD

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
MBM RESOURCES BERHAD ("MBMR" or "the Company")
- Share Sale and Purchase Agreement between MBM Resources Berhad ("MBMR") and Mitsui & Co., Ltd. ("Mitsui") on additional equity participation by Mitsui in Daihatsu (Malaysia) Sdn. Bhd. ("SPA")
Reference is made to our previous announcement dated 1 June 2012 pertaining to the status of a memorandum of understanding between MBMR and Mitsui & Co., Ltd. Japan ("Mitsui" or "the Purchaser") for the proposed sale by the Company to Mitsui of a 20% stake in Daihatsu (Malaysia) Sdn. Bhd. ("DMSB") that would result in Mitsui increasing its stake in DMSB from 10% to 30%.

The Board of Directors of MBMR wishes to announce that the Company has entered into a Share Sale and Purchase Agreement today with Mitsui ("SPA") with the intention of increasing Mitsui's equity participation by Mitsui in DMSB via an acquisition of 4,000,000 ordinary shares of RM1.00 each representing 20% of the issued and paid-up share capital in DMSB by Mitsui from MBMR ("the Acquisition by Mitsui" or "the Disposal by MBMR").

This announcement is dated 27 February 2013.
Attachments

本帖最后由 icy97 于 1-3-2013 11:34 AM 编辑

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发表于 4-3-2013 10:53 PM | 显示全部楼层
MBM RESOURCES BHD

Type
Announcement
Subject
OTHERS
Description
MBM Resources Berhad ("MBMR" or "the Company") - Special Dividend
The Board of Directors of MBMR is pleased to declare a special dividend of 3 sen  per ordinary share under the single-tier system in respect of the financial year ended 31 December 2012.

The dividend entitlement and payment date will be determined and announced in due course.

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发表于 4-3-2013 11:06 PM | 显示全部楼层
MBM RESOURCES BHD

Type
Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID
YL-130301-52818
Subject
- TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
- NON RELATED PARTY TRANSACTIONS
Description
MBM RESOURCES BERHAD ("MBMR" or "the Company")
SHARE SALE AND PURCHASE AGREEMENT (“SPA”) BETWEEN MBM RESOURCES BERHAD (“MBMR”) AND MITSUI & CO., LTD. (“MITSUI”) ON ADDITIONAL EQUITY PARTICIPATION BY MITSUI IN DAIHATSU (MALAYSIA) SDN. BHD. (“DMSB”)
Query Letter Contents
We refer to your Company's announcement dated 27 February 2013 in respect of the above matter.

In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:-

1. The intended application of the sale proceeds and the breakdown, including the time frame for full utilisation of the proceeds.

2. The net assets and net profits of the DMSB based on the audited accounts as at 31 December 2011.

3. The condition precedents and other salient terms of the SPA.


4. The time and place where the SPA, SA and JVA may be inspected, and the period during which these agreements may be inspected.

Please furnish Bursa Securities with your reply via an announcement within one (1) market day from the date hereof.

Yours faithfully
TAN YEW ENG
Head, Issuers
Listing Division, Regulation

Reference is made to our previous announcement dated 27 February 2013 pertaining to the entry by the Company of a Share Sale and Purchase Agreement with Mitsui & Co., Ltd (“Mitsui”) (“SPA”) to dispose of 4,000,000 ordinary shares of RM1.00 each representing 20% of the issued and paid-up share capital held by MBMR in DMSB to Mitsui (“the Acquisition by Mitsui” or “the Disposal by MBMR”).

Pursuant to the query letter from Bursa Malaysia Securities Berhad to MBM Resources Berhad (“MBMR” or “the Company”) dated 1 March 2013 in relation to the Company's announcement dated 27 February 2013, the Board of Directors of MBMR wishes to inform as follows :
(1)         The intended application of the sale proceeds and the breakdown, including time frame for full utilisation of the proceeds
The Board of Directors of MBMR intends that the proceeds from the Disposal by MBMR will be used to meet the working capital requirements of the Company and the repayment of borrowings over the next 18 months.

(2)         The net assets and net profits of the DMSB based on the audited accounts as at 31 December 2011
(a)           Net Profits Attributable to the Sale Shares
The audited consolidated net profits of DMSB for the year ended 31 December 2011 attributable to the Sale Shares was RM6.2 million.

(b)          Net Tangible Assets (“NTA”) Attributable to the Sale Shares
The audited NTA value of DMSB as at 31 December 2011 attributable to the Sale Shares was RM60.0 million.

(3)         The conditions precedent and other salient terms of the SPA
All conditions precedent under the SPA having been fulfilled prior to completion of the Acquisition and Disposal, there are no further approvals to be obtained.

(4)         The time and place where the SPA, SA and JVA may be inspected, and the period during which these agreements may be inspected.

Copies of the SPA and the Supplementary Agreement between Med Bumikar Mara Sdn Bhd, MBM Resources Bhd, Mitsui & Co., Ltd and Daihatsu Motor Co Ltd are available for inspection by shareholders at the Registered Office of MBMR at Level 18, The Gardens North Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur during normal office hours from Monday to Friday (except public holidays) for a period of three (3) months from 27 February 2013.

This announcement is dated 4 March 2013.

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发表于 4-3-2013 11:08 PM | 显示全部楼层
icy97 发表于 28-2-2013 01:53 AM
MBM資源售大發(馬)20%

大馬 即時大馬財經  2013-02-28 18:50

MBM RESOURCES BHD

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
MBM RESOURCES BERHAD ("MBMR" or "the Company")
COMPLETION OF SHARE SALE AND PURCHASE AGREEMENT (“SPA”) BETWEEN MBM RESOURCES BERHAD (“MBMR”) AND MITSUI & CO., LTD. (“MITSUI”) ON ADDITIONAL EQUITY PARTICIPATION BY MITSUI IN DAIHATSU (MALAYSIA) SDN. BHD. (“DMSB”)
Reference is made to our previous announcement dated 27 February 2013 pertaining to the entry by the Company of a Share Sale and Purchase Agreement with Mitsui & Co., Ltd (“Mitsui”) (“SPA”) to dispose of 4,000,000 ordinary shares of RM1.00 each representing 20% of the issued and paid-up share capital held by MBMR in DMSB to Mitsui (“the Acquisition by Mitsui” or “the Disposal by MBMR”).

The Board of Directors of MBMR wishes to announce that the Acquisition by Mitsui and Disposal by MBMR was completed today with the receipt by MBMR of the cash consideration of Ringgit Malaysia Eighty Three Million Two Hundred and Sixty Four Thousand (RM83,264,000) in full.

This announcement is dated 4 March 2013.

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发表于 5-3-2013 10:46 PM | 显示全部楼层
日圓走疲與汽車銷量佳‧MBM資源前景看俏

熱股評析  2013-03-05 18:37
(吉隆坡5日訊)MBM資源(MBMR,5983,主板貿服組)全年淨利增長11.7%至1億3千540萬令吉,分析員看好2013財政年淨利料可由日圓走疲與第二國產車與日野卡車銷售持續推動,轉型提高價值鏈至全方位汽車集團令其左右逢源,手握未曾使用汽車製造執照賦予為外國汽車原件製造商(OEM)生產轎車莫大契機,前景受看好。

馬銀行研究說,MBM資源持續與N外國OEM探討生產轎車之契機,一拍板定案可為盈利上揚提供催化作用,優渥賺益可期,常年7%至7%盈利增長在望,這也為該股提供重估潛能。

該公司旗下的第二國產車和喜路汽車(HINO),也因日圓走貶而受惠。

“MBM資源持股23.6%的第二國產車,其轎車銷售預期今年增長3%至19萬4千輛,以日圓今年迄今走疲6%計算,20%的第二國產車的零部件成本以日圓交易,以基礎的3.22令吉兌100日圓計,日圓每1%的走疲,將令淨利上揚2%,這種正面衝擊可能早在今年首季也在發生持股42%的喜路汽車應驗。"

馬銀行說,汽車銷售基於競爭劇烈,營運盈利或按年挫3%,主要是MBM資源大肆擴展經銷商和獲更大市佔,特別是福士偉根(VW)的市佔。

預期MBM資源汽車銷售按年增長5%至2萬6千700輛,其中VW按年長23%至3千500輛,富豪(Volvo)按年揚83%至950輛,2V豪華車銷售增長有助防止賺益受侵蝕。

MBM資源與日本豐田旗下的喜路汽車公司聯營,以在森美蘭州設廠生產小、中、重型卡車,設廠計劃雖有些延宕,但2014年建竣可期。(星洲日報/財經)
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发表于 6-3-2013 10:43 PM | 显示全部楼层
icy97 发表于 28-2-2013 01:53 AM
MBM資源售大發(馬)20%

大馬 即時大馬財經  2013-02-28 18:50

MBM RESOURCES BHD

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
SHARE SALE AND PURCHASE AGREEMENT (“SPA”) BETWEEN MBM RESOURCES BERHAD (“MBMR”) AND MITSUI & CO., LTD. (“MITSUI”) ON ADDITIONAL EQUITY PARTICIPATION BY MITSUI IN DAIHATSU (MALAYSIA) SDN. BHD. (“DMSB”)
Reference is made to our previous announcement dated 27 February 2013 pertaining to the entry by the Company of a Share Sale and Purchase Agreement with Mitsui & Co., Ltd (“Mitsui”) (“SPA”) to dispose of 4,000,000 ordinary shares of RM1.00 each representing 20% of the issued and paid-up share capital held by MBMR in DMSB to Mitsui (“the Acquisition by Mitsui” or “the Disposal by MBMR”), and our subsequent reply on 4 March 2013 to Bursa Malaysia Securities Berhad’s query letter dated 1 March 2013.

The Board of Directors of MBMR wishes to inform as follows :
(1)         The intended application of the sale proceeds and the breakdown, including time frame for full utilisation of the proceeds
The Board of Directors of MBMR intends that approximately 70% of the proceeds from the Disposal by MBMR will be used to meet the repayment of borrowings and the remaining to meet the working capital requirements of the Company over the next 18 months.

(2)         The conditions precedent and other salient terms of the SPA
Completion of the Acquisition by Mitsui and Disposal by MBMR was subject to the following conditions precedent (all of which were fulfilled on the date of the SPA):
(a)    each of Mitsui and MBMR providing evidence to the other that it is authorised to execute, perform and consummate the transactions contemplated under the SPA;
(b)   Daihatsu Motor Co., Ltd (“DMC”), as a shareholder of DMSB giving a written waiver of its pre-emptive rights in respect of the Disposal by MBMR, in accordance with the articles of association of DMSB; and
(c)    each of Mitsui, MBMR, Med-Bumikar Mara and DMC entering into the Supplementary Agreement.

This announcement is dated 6 March 2013.

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发表于 8-3-2013 01:38 AM | 显示全部楼层
MBM RESOURCES BHD

EX-date
20/03/2013
Entitlement date
22/03/2013
Entitlement time
05:00:00 PM
Entitlement subject
Special Dividend
Entitlement description
Special dividend of 3 sen per ordinary share under the single-tier system in respect of the financial year ended 31 December 2012.
Period of interest payment
to
Financial Year End
31/12/2012
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
Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-2264 3883
Fax: 03-2282 1886
Payment date
19/04/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
22/03/2013
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

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发表于 8-3-2013 01:38 AM | 显示全部楼层
MBM RESOURCES BHD

EX-date
20/03/2013
Entitlement date
22/03/2013
Entitlement time
05:00:00 PM
Entitlement subject
Second interim dividend
Entitlement description
Second tax exempt interim dividend of 3 sen per ordinary share under the single-tier system in respect of the financial year ended 31 December 2012
Period of interest payment
to
Financial Year End
31/12/2012
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
Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-2264 3883
Fax: 03-2282 1886
Payment date
19/04/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
22/03/2013
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

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发表于 11-3-2013 09:18 PM | 显示全部楼层
新合金廠虧‧喜樂大可價格承壓‧MBM資源財測下調

熱股評析  2013-03-11 17:27
(吉隆坡11日訊)儘管日圓走軟可能帶動第二國產車(Perodua)盈利,惟考量新合金廠初期虧損和喜樂大可(Hirotako)面臨價格壓力,興業研究認為賺幅壓力可能限制MBM資源(MBMR,5983,主板貿服組)未來盈利表現。

興業研究表示,汽車分銷業務依然是MBM資源主要亮點,旗下汽車銷量成長率約達10%,輕易超越領域平均4.6%成長,將行銷焦點轉往Myvi車款成功讓第二國產車零售業務受惠。

“管理層透露鋼製車輪需求按年下跌16%,原因是一些主要客戶需求轉向合金車輪,來臨豐田Vios新車款或使用鋼製車輪,料帶動需求在下半年復甦,惟更長期而言,估計鋼製車輪需求仍處下跌格局。"

合金廠2014財政年
才會收支平衡

對於旗下78%子公司東方金屬工業斥資1億零300萬令吉打造的合金廠已完成所有建造工作,目前已進入試用階段,預料在第二季正式投產。管理層保持該廠600至800萬令吉初期虧損不變,重申須待2014財政年才會達到收支平衡。

MBM資源屬下喜樂大可是汽車安全系統市場領跑者,相信未來可繼續從消費者對汽車安全意識上揚趨勢中受惠,安全氣囊等產品需求可望繼續成長,惟價格壓力可能限制盈利成長幅度。

興業估計第二國產車去年盈利按年成長17%,主要受註冊汽車成長5.1%和日圓走軟帶動,可考量今年沒有新車款問世,估計今年銷量成長放緩至2%。

日圓下滑將續受惠

“不過,日圓下滑將繼續讓該公司受惠,其零件供應商也面對減價壓力,第二國產車目前正建造10萬輛年產能新廠,藉此提昇出口能力。"

MBM資源上月杪宣佈脫售大發(馬)有限公司(Daihatsu)20%股權於日本三井公司(Mitsui),藉此引進經驗豐富的三井公司成為策略股東,興業表示上述股權售價達8千330萬令吉,相等於上財政年20倍本益比,價格誘人,脫售所得資金將把MBM資源負債比降低至0.2倍。

不過,完成上述股權脫售後,大發盈利貢獻將跟著減少,興業因此下調未來兩年財測4%和8%,並下調目標價至3令吉65仙,保持“中和"評級,認為該股目前以2013年8.9倍本益比交易,接近領域平均估值,潛能近完全反映。(星洲日報/財經)
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发表于 14-4-2013 02:52 AM | 显示全部楼层
MBM 资源中国上汽 大马联推MG车款

财经新闻 财经  2013-04-13 10:11
(吉隆坡12日讯)MBM资源(MBMR,5983,主板贸服股)独资子公司———联邦汽车控股(FAHB),与中国上汽集团签署了解备忘录,重新在大马推介MG品牌。

签署了解备忘录后,双方将进一步探讨重新在大马推介MG等事宜。

双方的合作,可能促成日后在大马设立MG汽车组装厂房(CKD)。

根据文告,联邦汽车控股自1960年开始,成为本地富豪(Volvo)汽车代理商,近年采纳多品牌市场策略转型,成为福士伟根(Volkswagen)和三菱(Mitsubishi)汽车代理。

另一方面,上汽集团是中国首屈一指汽车公司,业务包括轿车、商用车、汽车零配件的研发、生产、销售、投资,以及汽车贸易和融资等业务。

该集团旗下汽车品牌有大通(Maxus)、MG、荣威(Roewe)和跃进。

集团也透过联营方式,制造多个品牌车款,包括宝骏、别克(Buick)、雪佛兰(Chevrolet)、依维柯(Iveco)、斯柯达(Skoda)、福士伟根和五菱。[南洋网财经]

Type
Announcement
Subject
MEMORANDUM OF UNDERSTANDING
Description
MBM RESOURCES BERHAD ("MBMR" OR "THE COMPANY") - MEMORANDUM OF UNDERSTANDING BETWEEN FEDERAL AUTO HOLDINGS BERHAD (“FAHB”) AND SAIC MOTOR CORPORATION LIMITED (“SAIC”) ON INTENDED COOPERATION FOR AN AUTOMOTIVE BUSINESS IN MALAYSIA (“MOU”)
The Board of Directors of MBMR wishes to announce that the Company’s indirect wholly-owned subsidiary, FAHB has today entered into a Memorandum of Understanding with SAIC on intended cooperation for an automotive business in Malaysia.

SAIC Motor Corporation Limited, a public company incorporated under the laws of the People’s Republic of China with its legal address at Room 509, Building 1, No. 563 Songtao Road, Zhangjiang Hi-Tech Park, Pudong, Shanghai 201203, China (“SAIC”) is the largest listed vehicle manufacturer in China which maintains a leading position in the Chinese automotive market. SAIC is mainly engaged in the development, production, sales of and investment in passenger vehicles, commercial vehicles and automotive components and parts, as well as related automotive services trade and financing businesses. Vehicle brands under SAIC includes Maxus, MG, Roewe and Yuejin, whereas products produced by SAIC joint venture companies are Baojun, Buick, Chevrolet, Iveco, Skoda, Volkswagen and Wuling.

FAHB was incorporated in Malaysia under the Companies Ordinances, 1940-1946 on 3 March 1960 as a public limited company under the name Federal Auto Company Berhad . On 15 July 1970, it changed its name to Volvo Malaysia Berhad and subsequently assumed its present name on 17 October 1975. FAHB is principally involved in investment holding, letting, maintenance and management of properties. Its subsidiary companies are mainly involved in trading of motor vehicles and spare parts and providing ancillary services. It is a 100% owned subsidiary of MBMR. Its principal place of business is at Lot 43, Jln Pelukis U1/46 Sec U1, 40150 Shah Alam Selangor Darul Ehsan Malaysia.

This MOU formalises the intention of SAIC and FAHB to conduct further discussions, due diligence and feasibility studies with regard to the reintroduction of MG vehicles in Malaysia and the development of facilities for the assembly of complete knocked down (CKD) MG vehicles. This MOU shall continue to be effective for a period of one (1) year from the date of the MOU and can be extended as mutually agreed by both parties.

The MOU is not expected to have any material effect on the earnings, net assets and gearing of MBMR for the current financial year ending 31 December 2013. There is no effect on the issued and paid-up share capital and the substantial shareholders’ shareholding in MBMR.

None of the Directors or major shareholders of MBMR or persons connected to them have any interest, direct or indirect, in the MOU. The Directors of MBMR, having considered all aspects of the MOU and the business opportunities presented by the MOU, are of the opinion that entry into the MOU is in the best interests of MBMR, its shareholders and FAHB.

This announcement is dated 12 April 2013.
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本帖最后由 icy97 于 15-4-2013 12:38 AM 编辑

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发表于 16-4-2013 12:54 AM | 显示全部楼层
重新引进MG品牌 MBM上汽联盟长期有利

財经 2013年4月15日
(吉隆坡15日讯)虽然市场正面看待MBM资源(MBMR,5983,主板贸服股)与上海汽车集团合作,在大马重新推介「MG」品牌汽车;不过,分析员不期望「MG」品牌汽车在大马取得强劲的销售,但与上海汽车集团联盟,对MBM资源长期发展有利,尤其是进军海外市场。        

与上海汽车集团签署谅解备忘录的消息並没有刺激MBM资源在週一的股价表现,最后,该股以3.51令吉平盘掛收,成交量则从上週五的90万3200股,缩减至26万3200股。

MBM资源独资子公司--FederalAuto与上海汽车集团签署谅解备忘录,以在大马经销或组装「MG」品牌汽车。

通过这项谅解备忘录,MBM资源和上海汽车集团双方將进行合作谈判、精密审核,以及在大马发展「MG」品牌汽车的可行性研究,同时也可能在大马设立该品牌汽车的全散装进口(CKD)组装厂。

据了解,MG目前生產两款4门轿车,即MG6和MG7,和两款掀背轿车,即MG3和MG5。

由於MG汽车有限的款式、在大马缺乏3s和4s中心、加上该品牌汽车的二手价值低,所以丰隆投行分析员不期望MG將贡献强劲的销量。

因此,他怀疑MBM资源將MG引进大马,投入大量资源的意愿。

不过,他相信,MBM资源將与上海汽车集团建立良好的合作关係,以便能够在往后以联营方式在区域组装中国品牌系列汽车。

MBM资源目前非独家经销富豪(Volvo),三菱(Mitsubishi)及福士伟根。因此,丰隆投行分析员认为FederalAuto將会爭取MG汽车在大马的独家经销权(VW)。

与此同时,对於MBM资源计划引进MG汽车,艾芬投行分析员也感到意外,因为我国的汽车市场已经充斥著日本与欧洲汽车。

无论如何,他看好上述进展是基於两个因素。第一、MBM资源垂直扩充表示潜在扩大赚幅;第二、与中国最大的上市汽车製造商─上海汽车集团合作,使人们有理由相信,MBM资源可在大马拓展MG汽车的CKD业务。

爭取独家售销权

马银行金英投行分析员也补充说,与上海汽车集团合作,MBM资源將寻求拓展海外市场的机会。

「该联营將进一步加强MBM资源在国內的市场地位,以及探討双方一起进军海外市场的可能性。」

还未有进一步进展之前,分析员皆维持MBM资源「买进」与「增持」评级和3.45令吉至4.35令吉的目標价格。[东方日报财经]


MBM資源大選風險升溫

熱股評析  2013-04-22 17:27

證券行:豐隆研究
評級:買進
目標價:4.35令吉
簡評:靜待新政策出爐

(吉隆坡22日訊)MBM資源(MBMR,5983,主板貿服組)是第二國產車(Perodua)大股東,由於國家汽車政策料在選舉後出爐,該公司業務勢必受到明顯衝擊,投資者不敢對此掉以輕心。

較早前,該公司與上汽集團(SAIC)聯署瞭解備忘錄,探討在大馬市場重新推出MG汽車鋪路,惟相信該公司與上汽集團維持強穩合作關係,日後可能合作,以在大馬聯營設立汽車製造中心。

上汽集團擁有系列車款品牌,包括M G、邁勢(MAXUS)、榮威、躍進等,聯營的車款則有雪佛蘭、斯柯德、福士偉根、別克、五菱等。

上述新發展策略為正面,預料該公司將爭取MG車款在大馬市場的獨家分銷權,比較目前僅以非獨家代理富豪(Volvo)、三菱,以及福士偉根。

預料MG車本地銷售量不高,主要是車款種類不多、缺乏銷售及維修中心,以及二手車價偏低等,有鑑於此,相信該公司不會大量投資,以在本地重新推銷MG汽車。

投資MBM資源潛在風險,包括銀行汽車貸款持續緊縮、大馬經濟欠佳以及全球汽車供應鏈受到干擾等。

預測該公司2013年淨利為1億6千500萬令吉,2014年為1億8千500萬令吉,以及2015年則為2億零200萬令吉。

週一下午3時該股上揚1仙,報3令吉67仙。(星洲日報/財經) 本帖最后由 icy97 于 22-4-2013 11:00 PM 编辑

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