【TROP 5401 交流专区】丽阳机构（前名DIJACOR 成隆机构）

icy97

无惧供应过剩 成隆续发展柔2 产业

财经新闻 财经  2012-10-08 21:01
（八打灵再也8日讯）成隆机构（Dijacor，5407，主板产业股）不惧柔佛州产业供应过剩，将继续发展位于当地的两项产业工程。

柔佛依斯干达区周边仍有数项产业发展计划处于建筑阶段，尽管仍未有供应过剩迹象出现，但不少产业经纪和估价师预计此情形将在10年间发生，特别是目前的工程数已达到饱和水平。

但成隆机构执行董事龚伟成稍早前信心满满地说，公司目前在柔佛的Tropez Residences产业获得70%认购率，吸引了不少本地和外国买家的注意力。

Tropez Residences产业位于该公司Tropicana金海湾工程，总值40亿令吉，包含零售商场、办公大楼、住宅区、SOHO和酒店。

“从认购率来看，我不认为会有供过于求的情况。我们的产业位于市中心，受益于高人流量。”

成隆机构副董事经理陈永隆则表示，待连接新马两地的轻快铁计划（RTS）就绪后，将能激励新山市中心优质产业需求。

除了金海湾，成隆机构在柔佛还在Danga Cove、胜地宝（Senibong）和木金蒲莱（Mukim Pulai）也有发展计划。[Nanyang]

icy97

DIJAYA CORPORATION BERHAD

12/10/2012 05:37:06 PM

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	DIJAYA CORPORATION BERHAD (“DIJAYA” OR “COMPANY”) RENOUNCEABLE RIGHTS ISSUE OF 368,534,902 NEW ORDINARY SHARES OF RM1.00 EACH IN DIJAYA (“DIJAYA SHARES”) (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM1.20 PER RIGHTS SHARE, TOGETHER WITH AN ATTACHED BONUS ISSUE OF 92,133,726 NEW DIJAYA SHARES (“BONUS SHARES”) TO BE CREDITED AS FULLY PAID UP, ON THE BASIS OF FOUR (4) RIGHTS SHARES FOR EVERY FIVE (5) EXISTING DIJAYA SHARES HELD AS AT 5.00 P.M. ON 24 SEPTEMBER 2012 (“ENTITLEMENT DATE”) AND ONE (1) BONUS SHARE FOR EVERY FOUR (4) RIGHTS SHARES SUBSCRIBED FOR (“RIGHTS ISSUE”)
We refer to the previous announcements made by RHB Investment Bank Berhad, AmInvestment Bank Berhad and Astramina Advisory Sdn Bhd, on behalf of the Board of Directors of Dijaya (“Board”) in relation to the Rights Issue. On behalf of the Board, RHB Investment Bank Berhad, AmInvestment Bank Berhad and Astramina Advisory Sdn Bhd wish to announce that as at the close of the Rights Issue at 5.00 p.m. on 9 October 2012 (“Closing Date”), the total valid acceptances and excess applications received were for 265,931,873 Rights Shares together with 66,482,968 attached Bonus Shares, representing approximately 72.2% of the 368,534,902 Rights Shares together with 92,133,726 attached Bonus Shares available for subscription. In view of the aforementioned subscription level, the minimum subscription level for the Rights Issue to raise gross proceeds of RM250,000,000 has been achieved. Details of total valid acceptances and excess applications received as at the Closing Date are set out in Table 1 of this Announcement. In view that the Rights Shares together with Bonus Shares has not been fully subscribed for, the Board has decided to allot the Rights Shares together with Bonus Shares to all applicants who have applied for the excess Rights Shares. Further, the Rights Shares and Bonus Shares are expected to be listed on the Main Market of Bursa Malaysia Securities Berhad on 19 October 2012, instead of 22 October 2012 as previously stated in the Company’s announcement dated 7 September 2012. Table 1: Details of total valid acceptances and excess applications Number of Rights Shares % of total to be issued Number of Bonus Shares % of total to be issued Total valid acceptances 263,966,209 71.6 65,991,552 71.6 Total valid excess applications 1,965,664 0.6 491,416 0.6 Total valid acceptances and excess applications received 265,931,873 72.2 66,482,968 72.2 Total available for subscription 368,534,902 100.0 92,133,726 100.0

icy97

DIJAYA CORPORATION BERHAD

18/10/2012 10:45:39 AM

LISTING'S CIRCULAR NO. L/Q : 66260 OF 2012

(1)        Renounceable rights issue of 265,931,873 new ordinary shares of RM1.00 each in DIJAYA (“Rights Shares”) at an issue price of RM1.20 per Rights Share, together with a bonus issue of 66,482,968 new ordinary shares of RM1.00 each in DIJAYA (“Bonus Shares”) to be credited as fully paid up, on the basis of four (4) Rights Shares for every five (5) existing DIJAYA Shares held and one (1) Bonus Share for every four (4) Rights Shares subscribed (“Rights Issue with Bonus Shares”)

(2)        Adjustment to the Warrants 2009/2019 under the Deed Poll dated 28 October 2009 constituting the Warrants 2009/2019 as a result of the Rights Issue with Bonus Shares (“Adjustment”)
_________________________________________________________________________________

Kindly be advised that

(a)        265,931,873 Rights Shares and 66,482,968 Bonus Shares issued pursuant to the Rights Issue with Bonus Shares; and

(b)        additional 30,894,707 Warrants 2009/2019 issued pursuant to the Adjustment;

will be granted listing and quotation with effect from 9.00 a.m., Friday, 19 October 2012.

plouffle0789

2000年头跌了那么多，是为什么啊？

现在很低了哦。我想进场。

plouffle0789

icy97 发表于 18-10-2012 10:30 PM
LISTING'S CIRCULAR NO. L/Q : 66260 OF 2012
(1)        Renounceable rights issue of 265,931,873 ne ...

什么意思？split？

雷克斯R

其中一間我觀察中的公司

icy97

plouffle0789 发表于 23-10-2012 06:40 PM
什么意思？split？

那是配售附加股+送红股（如购买该附加股）。。就这样。。

Vincent1818

plouffle0789 发表于 23-10-2012 06:36 PM
2000年头跌了那么多，是为什么啊？

现在很低了哦。我想进场。

买股票不是因为跌了那么多就想进场，应该是股票要升了才进场 。

icy97

券商買進心頭好．擴充地庫助成長 成隆機構明年盈利可期

財經股市25/10/2012 20:24

券商：ECM證券研究
目標價：1.57令吉

成隆機構（DIJACOR，5401，主要板房產）早前股價受各種憂慮影響遭拋售，不過隨著公司從2010年起即啟動擴充地庫計劃，相信可推動2013年盈利增長。

我們相信，大馬房地產領域繼今年盤整后將復原生氣，成隆機構股價有機會在12個月內達至我們的目標價格1.57令吉，相等于51%資本收益。

該公司總共花了15年時間完成Tropicana高爾夫球鄉村俱樂部工程，第2個高爾夫俱樂部工程則是Damansara Indah家庭俱樂部。

自2010年開始，成隆機構就非常積極收購新地庫，該公司2011年資產負債表也因此從2010年3000萬令吉淨現金轉變成8億7100萬令吉淨負債，今上半年更達至9億600萬令吉。

成隆機構現有913英畝地庫，主要坐落在巴生谷、森美蘭、柔佛和檳城。

在1年時間內，大馬將完成大選，房地產市場也將回溫，房地產股項價碼也將被看好、重估，我們預期成隆機構在未來2年內將有更多收入進賬。

今日閉市，成隆機構揚1仙至1.05令吉，成交量82萬2400股。[ChinaPress]

icy97

成隆1亿售无拉港地

财经新闻 财经  2012-11-01 12:19
（吉隆坡31日讯）成隆机构（Dijacor，5407，主板产业股）向马交所报备，将以1亿642万3489令吉现金脱售两块位于雪兰莪无拉港（balakong）、面积共26.7公顷的永久地契土地。

成隆机构表示，上述土地将售给KualaLumpur Metro（M）私人有限公司。公司在此买卖中将实现约3800万令吉的净获利。此交易预期在2013年首季完成。

出售土地的所得款项，将作为即将推出发展计划的营运资本。

成隆机构副董事经理陈永隆在文告中表示，出售该土地符合集团重新专注于把资源，投入于整合性的大型发展计划（如Tropicana Metropark）的策略。

他也透露，集团目前共有913英亩地库，预计发展总值380亿。[Nanyang]

icy97

大事擴展產業‧成隆有望獲重估

熱股評析  2012-11-01 19:05
（吉隆坡1日訊）成隆機構（DIJACOR，5401，主板產業組）最近因多項不利因素打擊而面對賣壓，分析員認為，隨著該公司大肆擴展旗下產業資產，若明年本地產業市場強勁復甦，該公司有望獲重新評級。

益資利研究認為，國內產業市場在今年鞏固後，預料2013年有望回揚。目前該公司負債為10億令吉，而股東基金為14億令吉，使其負債率為70%，若是5億令吉的債券融資便利全面使用，負債率將進一步走高至100%。

財務或承壓
該公司認為明年產業領域將回揚，所以進行大事投資。

若是未來2年產業市場欠佳，該公司財務可能會面對壓力。

該行指出，2010年開始，該公司積極進行新土地收購行動。使它的資產負債表，從2010年財政年淨現金3千萬令吉，膨脹至2011年淨負債8億7千100萬令吉，截至2012年首半年淨負債則進一步揚升至9億零600萬令吉。

成隆機構在2012年完成一項重大併購計劃，即以9億3千400萬令吉代價（比市價4%折價），向大股東丹斯里陳志成收購其全部私人產業資產，該公司以現金2億5千萬令吉，及發行總值6億8千470萬令吉的3%10年可贖回可轉換無擔保債券股支付收購計劃。

該公司也在今年10月完成5配4附加股（每股1令吉20仙）計劃，每認購4股派送1紅股，陳志成以上述2億5千萬令吉認購（等於其85%認購權），其餘附加股僅獲47%認購率，使公司籌得6千900萬令吉。最終陳志成在公司持股從66.4%增加至71.4%，而其兄長丹斯里陳志遠則間接持有該公司6.7%股權。

目前該公司持有913英畝土地，若以發展價值為准，其中37%是坐落在巴生河流域，28%座落在柔佛/森美蘭州，以及27%則在檳城。該公司也投資產業，總可出租面積為140萬平方尺。

2利空導致股價走低
該公司股票最近被拋售走低，主要是公司淨負債可能已達到10億令吉，其2012年財政年的正常淨利表現平平，落在4千830萬令吉（前期為4千880萬令吉），市場不看好上述龐大併購計劃，以及市場不看好產業領域前景等利空。

該行指出，隨著收購上述地皮，預料該公司2013年財政年的每股盈利成長74%，2014年則成長48%。它在2011年財政年推出總值8億6千萬令吉的產業，而2012年增加至16億令吉，2013年則增加至22億8千900萬令吉，以及2014年為25億1千600萬令吉。

該行認為，一旦全國大選塵埃落定，產業市場回揚，產業股特別是小資本產業股價值重估，以該公司2014年預測每股盈利15.7仙，及小資本產業股估值揚升至平均預測本益比至10倍（之前為7倍），預料它的目標價為1令吉57仙，值得“買進＂評級。（星洲日報／財經）

icy97

打造巨擘力抗政企 傳成隆欲與馬星締盟

財經04/11/2012 18:02
（吉隆坡4日訊）知情者透露，成隆機構（DIJACOR，5401，主要板房產）有意與馬星集團（MAHSING，8583，主要板房產）結盟，打造私營房地產巨擘，以抵抗政聯房產集團的圍攻。

分析員估計，這兩家房產集團一旦合併，料將打造市值至少達50億令吉的房產集團，且估值比市值約73億令吉的政企實達集團（SPSETIA，8664，主要板房產）更佳。

《The Edge》財經週刊引述知情的金融執行員報導，成隆機構股東兼總執行長丹斯里陳志成，以及馬星集團總執行長兼董事經理丹斯里梁海金的代表，已多次面談探討合併的可能與展望。

據悉，陳志成有意締盟，梁海金則較多顧慮。知情者透露，一旦合併成功，前者將比梁海金持有更多股權。

因陳志成持有成隆機構71.2%股權，梁海金僅持有馬星集團35%股權。

馬星：無併購洽談
但據報導，陳志成盼望與馬星集團締盟，也願意讓出部分管理權，擔任合併后的集團主席，並由梁海金擔任執行副主席。

另外，成隆機構回應《The Edge》電郵提問說，併購是強化私營房產發展商財務實力的一大關鍵，並認為可彈性處理管理權的課題。

“若要成長得更大規模，我們明白一定得把業務交托給專業人士營運。”

該公司指出，尚未鑑定潛在聯盟對象，但開放考慮任何可提供協同效益的伙伴，包括房產或建築公司。

馬星集團則在電郵回應中指出，目前沒有展開任何併購洽談。

“現有40項房產計劃將讓我們在未來持續成長，公司也經常探討機會提升股東價值。”[ChinaPress]

icy97

icy97 发表于 30-8-2012 12:13 AM

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	117,081	70,663	234,915	128,338
2	Profit/(loss) before tax	58,696	25,389	79,685	45,368
3	Profit/(loss) for the period	41,643	22,592	57,991	41,135
4	Profit/(loss) attributable to ordinary equity holders of the parent	38,826	20,757	51,162	38,891
5	Basic earnings/(loss) per share (Subunit)	8.42	4.56	11.12	8.55
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 ($$)	2.3300		2.2300

Remarks :

The Group has amended the interim financial statements for the financial period ended 30 June 2012. The amendments are due to the misinterpretation of the accounting standards arising from the change of accounting policy in adopting fair value method on investment properties. There was a misallocation of the entire revaluation surplus, net of deferred tax in the second quarter as retrospective adjustments were not made over the previous financial years. The previous announcement includes total revaluation surplus, net of deferred tax of RM99 million, of which RM69 million is to be apportioned to the prior financial years. After the amendments, the profit after tax and minority interest ("PATMI") for the second quarter ended 30 June 2012 has reduced from RM107 million to RM39 million. Excluding the revaluation surplus, net of deferred tax, the core earnings remain unchanged as RM11 million. For the 6 months ended 30 June 2012, the PATMI has reduced from RM119 million to RM51 million. Excluding the revaluation surplus, net of deferred tax, the core earnings remain unchanged as RM23million.

icy97

成隆转盈5782 万

财经新闻 财经  2012-12-01 12:08
（吉隆坡30日讯）成隆机构（Dijacor，5407，主板产业股）现财年第三季成功转亏为盈赚5782万。

截至第三季，成隆机构净利达5782万7000令吉，扭转上财年同期的1284万1000令吉净亏损。

第三季每股盈利为12.55仙，上财年则面对2.81仙的每股亏损集团第三季营业额也从上财年同期的8918万2000令吉，飙升80.63%至1亿6108万6000令吉。

累积首九个月，成隆机构净利和营业额均飙升318.38%和82.05%至1亿898万9000令吉和3亿9600万1000令吉。

首三季累积每股盈利为23.68仙，上财年同期为5.72仙。

成隆机构总执行长丹斯里陈志成表示，集团最近进行为期三个月产业销售运动带来良好的销售动力，旗下产业计划都取得不俗的销售表现。

销售达标
“我们已经达到今年定下的7亿6500万令吉销售目标，预计各项现有和新产业计划将继续带动销售长。”

集团截至9月30日的未入账销售达7亿3300万令吉。

展望未来，他说将继续扩大国内各大城市的地库，尤其是雪兰莪、吉隆坡。[Nanyang]

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

1	Revenue	161,086	89,182	396,001	217,520
2	Profit/(loss) before tax	80,109	-8,395	159,794	36,973
3	Profit/(loss) for the period	58,920	-12,029	116,911	29,106
4	Profit/(loss) attributable to ordinary equity holders of the parent	57,827	-12,841	108,989	26,050
5	Basic earnings/(loss) per share (Subunit)	12.55	-2.81	23.68	5.72
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 ($$)	3.6100		2.2300

icy97

DIJAYA CORPORATION BERHAD

Type	Announcement
Subject	OTHERS
Description	DIJAYA CORPORATION BERHAD ("DCB" OR "THE COMPANY") - NEW SUBSIDIARY, ANTARA TUAH SDN BHD
The Board of Directors of DCB wishes to announce that the Company had on 5 December 2012, subscribed for 51 ordinary shares of RM1.00 each, representing 51% of the entire issued and paid-up share capital of Antara Tuah Sdn Bhd (“ATSB”) for a total cash consideration of RM51.00 (“Subscription”). With the Subscription, ATSB became a 51%-owned subsidiary of the Company. ATSB was incorporated as a private limited company in Malaysia on 18 June 2012 under the Companies Act, 1965 with an authorised capital of RM100,000.00 comprising 100,000 ordinary shares of RM1.00 each, while the current issued and paid-up capital is RM100.00 comprising 100 ordinary shares of RM1.00 each. ATSB is presently dormant. The Subscription is to facilitate the future expansion plan of DCB Group. The Subscription does not have any effect on the issued and paid-up share capital or the substantial shareholders’ shareholdings of DCB. The Subscription is not expected to have any material effect on the net assets and earnings, and is not expected to have any effect on the gearing of DCB Group for the current financial year ending 31 December 2012. The Subscription is not subject to the approval of the shareholders of DCB or any other relevant authorities. None of the Directors, major shareholders of DCB or its subsidiaries and/or persons connected with them, has any interest, direct or indirect, in the Subscription.

jwc

发现到这间公司的股价只有NTA的3分之一，请问为何股价会那么低呢？是不是有些什么隐藏消息呢？谢谢
@williamnkk81

williamnkk81

jwc 发表于 7-12-2012 05:19 PM
发现到这间公司的股价只有NTA的3分之一，请问为何股价会那么低呢？是不是有些什么隐藏消息呢？谢谢
@willi ...

你看到的事还没调整的。。。（今年10月完成5配4附加股（每股1令吉20仙）計劃，每認購4股派送1紅股）

icy97

DIJAYA CORPORATION BERHAD

Type	Announcement
Subject	OTHERS
Description	DIJAYA CORPORATION BERHAD (“DIJAYA” OR “THE COMPANY”) NEW SUBSIDIARY, TRIPLE THREE PROPERTIES SDN BHD
The Board of Directors of Dijaya wishes to announce that Tropicana Ivory Sdn Bhd (“TISB”), a 55% owned subsidiary of Tropicana Development (Penang) Sdn Bhd (“TDPSB”), which in turn is a 100% owned subsidiary of Dijaya, had on 7 December 2012:- a)             acquired two (2) existing ordinary shares of RM1.00 each in the share capital of Triple Three Properties Sdn Bhd (Company No. 1015560-P) (“TTPSB”),  a shelf company for a cash consideration of RM2.00 only (the “Acquisition”); and b)             subscribed for five hundred and eighty three (583) new ordinary shares of RM1.00 each in TTPSB for a cash consideration of RM583.00 only (the “Subscription”), in aggregate representing 100% of the total issued and paid-up share capital of TTPSB for a total cash consideration of RM585.00 only (the Acquisition and the Subscription are hereinafter collectively referred to as the “Investment”). As a result of the Investment, Dijaya has an effective 55% equity interest in TTPSB via TISB and TDPSB. Attachments Dijaya - Acquisition of and Subscription for Shares in Triple Three Properties Sdn Bhd.pdf

jwc

williamnkk81 发表于 7-12-2012 05:37 PM
你看到的事还没调整的。。。（今年10月完成5配4附加股（每股1令吉20仙）計劃，每認購4股派送1紅股）

那请问大大，除权之后的话真正的NTA是多少呢？谢谢

williamnkk81

jwc 发表于 8-12-2012 12:16 PM
那请问大大，除权之后的话真正的NTA是多少呢？谢谢

哦哦。。。 我还没计算。。。 你可以大概计算。。。 你把上一季度的NTA拿来乘。。 然后加附加股的价格。。再除。。 总共的股你就知道。。。