【MAGNI 7087 交流专区】美特工业

yatlokfatt

在这里想和大家一起互相交换各位的研究心得。
我本人觉得美特工业，MAGNI 该是近来我发现的其中一支属于我个人看好的优质小资本股。

公司背景：
Magni-Tech Industries Berhad was incorporated in Malaysia on 12 March 1997 and listed on the Second Board of Bursa Malaysia Securities Berhad (BMSB) on 18 April 2000. It was subsequently transferred to the Main Board of BMSB on 8 April 2003. Tan Sri Dato' Tan Kok Ping is the Executive Chairman and Mr. Tan Poay Seng, the Managing Director. The Group was initially involved in packaging business, before diversifying into apparel business. On 1 November 2006, Magni completed the acquisition of the entire equity stake in South Island Garment Sdn Bhd, an established apparel manufacturer. The diversification into apparel business has reduced the Group's reliance on the packaging business and enhanced its earnings.

它是由槟城闻人丹斯里陈国平掌控的一间上市公司，加上背后有丹斯里陳志遠的撑腰。

也许有些朋友对它不什么认识，但这也不能怪他们。因为这家公司的平时的成交量确实地少之又少。
虽然公司过去的业绩还称得上相当的不错，而且股息也亦越派越多。不过还是很少人过问此股。
去年十一月时公司还发了9sen的股息。
＂First and Final Dividend comprising tax exempt dividend of 3 sen per share and franked dividend of 6 sen per share less tax of 25%.＂



最近的成绩：
销售额增加19％不过利润稍微下跌16％

yatlokfatt

这是早前公司收购南岛制衣有限公司的新闻报导，如今制衣业务占了75％的公司总销售数额：
  
收购南岛制衣获放行　美特工业实力更雄厚
2006-8-8 23:03:16
（槟城8日讯）美特工业（MAGNI，7087，主板工业产品组）于今午在长荣桂冠酒店举行的股东大会上通过发行新股，以4200万令吉价格收购南岛制衣有限公司。
美特工业董事经理陈培成表示，该公司收购南岛制衣有限公司后，将会更专注发展制衣、纺织品及包装方面之业务。
他说，由于越南成本低，劳力高，因此70%的产品是在越南工厂生产，大马仅占了30%。他同时表示马越两地的纺织厂可制成多达1100万件产品。
他继言，该公司有意计划扩充设在越南的联营工厂，以将业务推向另一个高峰。
他于长荣桂冠酒店举行的股东大会后召开的记者会上，如此表示。
他说，美特工业成功收购南岛制衣有限公司后，其每股收益将会从1.9仙增加到7至8仙。
他表示，美特工业的税后盈利为116万8000令吉，而南岛制衣有限公司则为698万令吉。

hopeless84

最近berjaya group bhd 不断吸纳该公司的股票。
现在应该有２３％这公司的股票。

历年都有在１０～１１月派息：
２００４ － ５ sen
２００５ － ５ sen
２００６ － TE ２ sen
２００７ － ５ sen
２００８ － ６ sen
２００９ － TE ５ sen
２０１０ － TE ３ sen ＋ ６ sen

而且股价现在RM１。３０ 比公司的Shareholder funds RM１。４２还底。适合保守的投资者。

唯一要担心的是制衣，纺织，包装业的前景，竞争等。

咖哩网

开始突破1.40关口，真的蠢蠢欲动了。

paulkiing

太高了啦。。。。会跌了

咖哩网

太高了啦。。。。会跌了
paulkiing 发表于 19-5-2011 10:32 PM

现在好像不跌反升！！

咖哩网

Bjcorp一直地买进，至今已经保持27.31％的Magni了！

yatlokfatt

美特工业建议派息6仙
新闻中心财经 2011-07-01 11:15

（吉隆坡30日讯）虽美特工业（Magni，7087，主板工业产品股）截至2011年4月30日末季净利下挫超过一倍，但董事局还是建议派发每股6仙利息。

财报显示，集团净利从上财年同期的351万2000令吉，下滑至166万2000令吉，跌幅达52.7%。全年累计净利则报1725万8000令吉，较上财年同期的1649万6000令吉升4.6%。

另外，当季营业额报9634万2000令吉，比上财年同期的7869万6000令吉上涨22.4%，全年营业额报4亿4365万7000令吉。

●南洋商报

icy97

美特工業 次季淨利增49%

財經15/12/2011 22:00
（吉隆坡15日訊）美特工業（MAGNI，7087，主要板工業）截至10月底第二季，營業額按年增22.2%至1億4091萬令吉，淨利激增49%至884萬8000令吉。

截至10月底首半財年，該公司營業額增22%至2億8262萬令吉，淨利上升46.4%至1625萬令吉。

該公司向馬證交所報備，成衣和包裝物品銷量增加，更高銷售訂單使公司錄得更高營業額。

基于全球經濟不確定性，美特工業謹慎看待現財年余下季度的前景。排除不能預見的狀況，公司預期現財年可繼續獲利。[ChinaPress]

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/01/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/01/2012	31/01/2011	31/01/2012	31/01/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	133,923	115,692	416,543	347,315
2	Profit/(loss) before tax	10,500	5,954	32,227	20,783
3	Profit/(loss) for the period	7,929	4,496	24,181	15,597
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,929	4,495	24,181	15,596
5	Basic earnings/(loss) per share (Subunit)	7.31	4.34	22.52	15.06
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 ($$)	1.6600		1.5200

icy97

美特工業首9月淨利勁揚55%

企業22/03/2012 23:30
（吉隆坡22日訊）美特工業（MAGNI，7087，主要板工業）公佈第三季業績，首9月淨利達2418萬令吉，按年成長55%。

截至今年1月31日第三季，該公司營業額單季按年成長16%，報1億3392萬令吉，稅前盈利達1050萬，淨利激增76%至792萬9000令吉。

總結首9月，美特工業營業額增20%至4億1654萬令吉，稅前盈利達3223萬令吉，淨利勁揚55%至2418萬1000令吉。

基于全球經濟不確定性，美特工業謹慎看待現財年余下季度的前景，預計仍可維持成衣和包裝生意的盈利。[ChinaPress]

APULA

十年前买进(rm1.18)到现在，股价一成不变。but good dividend

APULA

十年前买进(rm1.18)到现在，股价一成不变。but good dividend
APULA 发表于 23-3-2012 11:13 PM

Financial year end net profit 30.638 million (increased 77.53%)

30/04/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/04/2012	30/04/2011	30/04/2012	30/04/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	117,580	96,342	534,123	443,657
2	Profit/(loss) before tax	8,647	2,476	40,874	23,259
3	Profit/(loss) for the period	6,457	1,663	30,638	17,260
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,457	1,662	30,638	17,258
5	Basic earnings/(loss) per share (Subunit)	5.95	1.60	28.46	16.66
6	Proposed/Declared dividend per share (Subunit)	6.00	6.00	6.00	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 ($$)	1.7200		1.5200

yatlokfatt

公司的业绩还是保持得非常稳健。

APULA

公司的业绩还是保持得非常稳健。
yatlokfatt 发表于 1-7-2012 12:05 AM

    为何股价不会跑？Berjaya group 会take over吗？

icy97

MAGNI-TECH INDUSTRIES BERHAD

28/08/2012 05:49:04 PM

Type	Announcement
Subject	OTHERS
Description	MAGNI-TECH INDUSTRIES BERHAD (“Magni”/”the Company”) Proposed special tax exempt dividend of 3 sen per share for the financial year ended 30 April 2012
On 28 June 2012, the Company announced in its quarterly report for the financial period ended 30 April 2012 that the Board of Magni recommended a first and final dividend of 8 sen per ordinary share of RM1.00 each less income tax of 25% for the financial year ended 30 April 2012 subject to the shareholders’ approval at the forthcoming Annual General Meeting (AGM) of the Company. Further to the above, the Company is pleased to announce that the Board of Magni had, on 28 August 2012 proposed a special tax exempt dividend of 3 sen per ordinary share of RM1.00 each for the financial year ended 30 April 2012 subject to the shareholders’ approval at the forthcoming AGM of the Company.

icy97

MAGNI-TECH INDUSTRIES BERHAD

24/09/2012 05:08:05 PM

EX-date	29/10/2012
Entitlement date	31/10/2012
Entitlement time	04:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	A first and final franked dividend of 8 Sen per share less tax of 25% for the financial year ended 30 April 2012.
Period of interest payment	to
Financial Year End	30/04/2012
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	Plantation Agencies Sdn. Berhad of 3rd Floor, Standard Chartered Bank Chambers, Beach Street, 10300 Penang. Tel: 04-2625333
Payment date	19/11/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	31/10/2012
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	0.08

Remarks :

The first and final franked dividend of 8 Sen per share less tax of 25% is subject to shareholders approval at the forthcoming 15th Annual General Meeting of the Company to be held on Thursday, 18 October 2012.

icy97

MAGNI-TECH INDUSTRIES BERHAD

24/09/2012 05:08:07 PM

EX-date	29/10/2012
Entitlement date	31/10/2012
Entitlement time	04:00:00 PM
Entitlement subject	Special Dividend
Entitlement description	A special tax exempt dividend of 3 Sen per share for the financial year ended 30 April 2012
Period of interest payment	to
Financial Year End	30/04/2012
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	Plantation Agencies Sdn. Berhad of 3rd Floor, Standard Chartered Bank Chambers, Beach Street, 10300 Penang. Tel: 04-2625333
Payment date	19/11/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	31/10/2012
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

APULA

好股，好股！

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/07/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/07/2012	31/07/2011	31/07/2012	31/07/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	131,808	141,714	131,808	141,714
2	Profit/(loss) before tax	11,180	9,885	11,180	9,885
3	Profit/(loss) for the period	8,382	7,404	8,382	7,404
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,381	7,404	8,381	7,404
5	Basic earnings/(loss) per share (Subunit)	7.73	7.04	7.73	7.04
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 ($$)	1.7900		1.7200