【PBA 5041 交流专区】槟水供机构

穷秀才

政治因素太强了，往往很多决策都涵盖政治议程。就好像当年策换水共局CEO刘竹山一样。。。

penangist

自去年十月后，槟州供水PBA今天重新回到RM1领域交易。
看来此股开始将要寻求新突破了！

penangist

槟用水量再创新高 去年每人日用291公升
■北马新闻 03-04-2011 10:58

（槟城3日讯）槟州人民的每人每日平均用水量再度创新高，从前年的286公升增至去年的291公升。
槟州第二副首席部长拉马沙米说，槟州供水机构从去年11月1日起开始征收水源保护附加费的作法，并未成功将每人每日用水量减少至233公升的目标。

“槟供水机构规定，耗水量超过3万5000公升的家庭，超标的用水必须多支付20%附加费，但槟人民的用水费不减反增。”

他今早出席世界水源日活动时，这么说。出席者包括槟州行政议员黄汉伟、林峰成、槟州供水机构总经理杰森尼、槟水源监督协会主席陈艺荣博士。

盼能减至233公升

他说，槟州人民的用水量从2008年每人每日284公升，增加至前年的286公升，去年再度增至291公升，不断创新记录，这并非值得骄傲的事。

“我希望槟州能在今年内，将每人每日用水量减少至233公升。”

杰森尼说，若人民维持目前的用水量，槟州将需要寻找新的水源，因为槟州目前使用的水80%来自吉打州慕达河，该处预料只能继续供应水至2020年。

有鉴于此，他说，当局已经和专家进行研究，希望向霹雳州买水，从筹备到真正获得霹雳州的水供需要7年时间，因此，该项计划需要从2013年开始筹备。

他说，根据专家估计，霹雳州也只能供水给槟州至2050年。

他指出，设立新的供水基本设施需要不少款项，最终将导致水费上涨。

他也希望欲知节省用水贴士者，可上网 www.pba.com.my了解有关详情。

无收益水供减至18%

杰森尼指出，2010年槟州无收益水供减少至18.2%，比前年下降了近1%。

他说，2009年国内无收益水供为36.6%，而槟州去年的相关数据只有18.2%，是国内无收益水供巴仙率的一半。

他解释，槟州在一年内减少1%无收益水供，等于减少2010年槟州供水机构的35亿公升过滤水。

“试想想，这数目就等于我们省下70亿瓶500毫升的饮用水。”

他希望槟人民可每天省下60公升用水，以便槟州能有足够水供。

他指出，槟州人口在1999年至2010年增加30.9%，州内耗水量也增加45.9%，从1999年每日5亿3600万公升增至7亿8200万公升，等于每年增加3.8%。

koo_2828

你说反对党现在可以在水价上面捞钱吗？大选了。。就算赚大钱也只会拿去换水管，利民生，争人民的选票。。把赚多的钱分给股东？政治考量现在才是最重要的。。不然为什么银行要起利息，第二天就被回收。。大选股票跌，是不合乎政治利益的。。如果可以，现在政府不要股市跌。

penangist

公司背景
BACKGROUND
In 1999, Perbadanan Bekalan Air Pulau Pinang SB (PBAPP) (Penang Water Supply Corporation) was corporatised to serve as Penang’s water supply company. In 2001, PBAPP became a wholly-owned subsidiary of PBA Holdings Bhd (PBA). In 2002, PBA was listed on Bursa Malaysia’s Main Board.

“Supply of water to Penang”
PBA’s operations in the state of Penang mainly involve the sourcing, treatment, supply and sale of water to the public. PBAPP is the water supply company that serves the State of Penang in Malaysia. The Chief Minister of Penang, YAB Tuan Lim Guan Eng is now the Chairman of both PBA and PBAPP.

Pinang Water Limited (PWL)
PWL is a joint venture amongst PBA, Ranhill Water Technologies Sdn Bhd and YLI Holdings Bhd. PWL had successfully built the Yuan He Water Treatment Plant in Yichun City in China. Its wholly-owned subsidiary manages the plant.

Island Springwater Sdn Bhd (ISSB)
ISSB, PBA’s wholly-owned drinking water bottling company had commenced its marketing and business operations in September 2009. Its water bottles (Island brand) have been sold to various organizations, such as government departments, hotels and corporate bodies. Besides venturing into the retail market, ISSB is also looking at securing OEM products.

PBA Resources Sdn Bhd (PBAR)
PBAR manages the operations of 2 subsidiaries – the eco-friendly Air Itam Teambuilding Centre (AITC) and the Penang Water Services Academy (PWSA), a water industry training academy set up jointly with the Penang Skills Development Centre (PSDC). In 2010, AITC’s complex had been upgraded to be able to accommodate up to 100 trainees at the same time.

“Training services”
PWSA’s students included PBAPP staffs, SPM school leavers and representatives from other water-service organisations. PWSA is running its Malaysia Skills Certificate (Sijil Kemahiran Malaysia – SKM) courses (that is recognized by the Ministry of Human Resources) for school leaves since the 2nd quarter of 2010. Additionally in January 2010, PWSA formed a strategic partnership with MARA to organize apprenticeship programmes, technical training programmes and plumbing licence courses.
PBA Holding’s management team is led by its CEO Ir. Jaseni bin Maidinsa. Jaseni is also the GM (general manager) of PBAPP. He is has a civil engineering background and has worked for PBAPP and its predecessor for more than 24 years.
NRW (non-revenue water) is a key performance indicator in the water supply industry. NRW refers to water that is “lost”, mainly through leaks in the mains, burst pipes and the flushing of mains and pipes, as well as water theft and fire fighting. It is measured as the difference in percentage between the volume of water produced in a year and the actual recorded consumption.

“State with lowest NRW”
Since 2000, PBAPP has been gradually reducing and controlling the NRW percentage in Penang to 19.1%, which is the lowest NRW percentage in Malaysia. This relatively low percentage reflects high efficiency in water supply management.
The average NRW percentage for all water supply companies in Malaysia in 2007 was 37.5%. PBAPP manages the NRW percentage in Penang by adopting technical strategies and methodologies promoted by the International Water Association (IWA).
In Penang, 1% of NRW is equivalent to 2.72 billion litres of water (as at 2008). Based on the current production costs, the value of 1% of NRW recovered or saved in Penang is about RM1.7 million.
Besides cost savings, the efficient NRW-management in Penang also helped PBAPP to ensure sufficient water supply coverage without the implementation of additional costly multi-million water infrastructure projects that might impact water tariffs.

石锅拌饭

楼主，这只股值得长期持有吗？ 五月会分股息是吗？

penangist

跟据最新的2010年度的财政报告，PBA有高达RM1.96的净资产，EPS＝7.89sen和加上4sen的股息已经足够你安心做长期投资。依据公司的进展，2011财政年预测EPS将会获得10.2sen，股息亦也会增加至4.7sen。

以下是公司去年的表现分析：
Review of Group performance
Group revenue for the quarter ended 31 December 2010 increased by RM3.0 million or 6.3% as
compared to the preceding year corresponding quarter 2009. Group profit before tax of RM12.9
million increased by 467.4% as compared to the preceding year corresponding quarter of RM2.3
million. The increased were due to the increased in sale of water revenue and the gain derived
from disposal of freehold land of RM3.8 million.

Variation of results against preceding quarter
Group revenue increased from RM49.1 million to RM50.4 million as compared to the immediate
preceding quarter. Group profit before tax of RM12.9 million was up by RM9.0 million compared
to the immediate preceding quarter of RM3.9 million largely due to the lower cost of sales and the
gain derived from disposal of freehold land of RM3.8 million.

Current year prospects
Revenue from sales of water is expected to sustain next year. Nevertheless, the Board remains
mindful on measures implemented to mitigate escalating costs and the prevailing economic
conditions.

石锅拌饭

楼主，这支股是一年分两次股息吗？

这支股的股价近三年来都在八十仙和一零吉之间波动。
去年十月初，它的股价因槟州调高水费冲破一零吉，不久后就在九十仙左右徘徊。
这次它的股价重新回到一零吉，不知是什么原因？

Vincent1818

之前PBA给每一个用户RM100的折扣，所以过去一年的业绩都很差。如今很多用户都已经用完折扣，是时候业绩变好了。

penangist

檳州水供加強印尼水供服務

• 大馬財經

2011-04-23 12:07


（檳城22日訊）檳州水供（PBA, 5041, 主板貿服組）與印尼政府旗下Tirta Dharma地方自來水公司（PDAM）和亞洲發展銀行（AOB）簽署諒解協議書，以聯手加強印尼中爪哇水務供應服務。
該公司發文告指出，亞洲發展銀行將提供財務與技術支援，並提供高達約15萬令吉合作基金以讓檳州水供融資計劃。




星洲日報／財經‧2011.04.23

陳光發

这股是应该成功的哦~
要是一不小心给它搞好了，我想都还要靠它叻~
我还是每天要喝水的，最好还是给它想到越来越好啦~哈哈！！

汉王

你说反对党现在可以在水价上面捞钱吗？大选了。。就算赚大钱也只会拿去换水管，利民生，争人民的选票。。把 ...
koo_2828 发表于 8-4-2011 12:01 AM

   不好加入政治因素吧

汉王

这股是应该成功的哦~
要是一不小心给它搞好了，我想都还要靠它叻~
我还是每天要喝水的，最好还是给它想到 ...
陳光發 发表于 3-5-2011 12:15 AM

   这几年来，盈利都一直下降造成派息不高，而且，政治因素，水费不可以乱涨，盈利会被成本压死，所以盈利有退没进。

陳光發

我就想，也是好啊~
要不是没有这样多钱赚，全部又来乱了~
可能就是控制了，我看到就是这样...
我想就是如果给它做得好，还没有这样多去搞的话，
我要的喝的水才好一点叻~呵呵！！

汉王

我就想，也是好啊~
要不是没有这样多钱赚，全部又来乱了~
可能就是控制了，我看到就是这样...
我想就是如 ...
陳光發 发表于 3-5-2011 12:24 AM

不明白你要表达什么

penangist

正等待它的业绩，不知成绩有否大跃进？

汉王

正等待它的业绩，不知成绩有否大跃进？
penangist 发表于 20-5-2011 12:24 PM

    应该不会

水星

槟州政府去年11月落实征收“保护水源附加费”（Water Conservation Surcharge）的政策，应当有好成绩。

there7788

槟州政府去年11月落实征收“保护水源附加费”（Water Conservation Surcharge）的政策，应当有好成绩。
水星 发表于 21-5-2011 08:14 AM

主要是那个没有能力的主席不会搞上市公司。

如果没有错的话他会拿那些“保护水源附加费”去搞他的慈善（为自己的名利）。

如果他没有拿去搞自己的名利的话当然对公司是非常有利。

汉王

槟州政府去年11月落实征收“保护水源附加费”（Water Conservation Surcharge）的政策，应当有好成绩。
水星 发表于 21-5-2011 08:14 AM

这家公司其实是好公司来的，之前ntv7的追踪档案有报道过，这家的水源浪费率是全国最低（无收益水），但面对的问题就是，成本过高，而且水要涨价没那么容易的，涨价了会给人拿来炮轰，所以这些成本都要自己承担起来咯