【PERWAJA 5146 交流专区】柏华嘉控股

icy97

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	622,253	382,472	1,028,374	808,577
2	Profit/(loss) before tax	2,275	-14,630	18,494	-38,912
3	Profit/(loss) for the period	2,275	-14,630	18,494	-38,912
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,275	-14,630	18,494	-38,912
5	Basic earnings/(loss) per share (Subunit)	0.41	-2.61	3.30	-6.95
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 ($$)	1.1600		1.1200

icy97

PERWAJA HOLDINGS BERHAD

07/09/2012 05:53:57 PM

EX-date	20/09/2012
Entitlement date	24/09/2012
Entitlement time	05:00:00 PM
Entitlement subject	Loan Stock Interest
Entitlement description	First Interest Payment of 7% per annum on RM280,000,000 nominal value of 7% 7-Year Redeemable Convertible Unsecured Loan Stocks 2012/2019 payable on a semi-annually basis for the period from 26 March 2012 to 25 September 2012
Period of interest payment	26/03/2012 to 25/09/2012
Financial Year End
Share transfer book & register of members will be	24/09/2012 to 24/09/2012 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Mega Corporate Services Sdn Bhd Level 15-2, Sheraton Imperial Court Jalan Sultan Ismail 50250 Kuala Lumpur Tel No: 03-2692 4271
Payment date	26/09/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	24/09/2012
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	Percentage
Entitlement in percentage (%)	7

icy97

经营权料长达42 年 柏华嘉铁山开采执照到手

财经新闻 财经  2012-09-11 08:51
（吉隆坡10日讯）柏华嘉控股（Perwaja，5146，主板工业产品股）董事经理丹斯里方天兴证实，该公司已正式获登嘉楼政府颁发的龙云铁山（Bukit Besi）采矿执照。

方天兴今日接受本报电话访问时，针对媒体传出龙云铁山采矿执照已到手的消息，给予确切的回复。

稍早前，《星报》引述不具名消息来源报导，这项采矿执照长达42年，每10年需更新一次，采矿范围约243公顷，预计可在今年末季开始作出盈利贡献。

本报尝试联络柏华嘉控股总执行长拿督方振源，但他在截稿前仍未有回复。

不过，《TheEdge》财经日报指出，方振源透过电访时透露，通常特许经营权将长达42年，但确切的期限还胥视登嘉楼政府。

“这要看政府的政策和法令，我们还得联络他们取得确切的资讯。”

可节省原料成本
侨丰投资研究在分析报告中指出，虽然铁矿石价格在低水平，但柏华嘉控股却可借此省下大笔原料成本。

他称，铁矿石普氏指数（Platts62%FeIODEX）目前处在每公吨90.75美元（281.7令吉），但预计将会回弹至120美元（372.48令吉）的价位。

而本地露天矿山的采矿成本，则约为每公吨50美元（155.2令吉）。

供应甘马挽厂房
这意味着柏华嘉控股不需以高价格从外国进口铁矿球，早前有领域分析员已计算，这将可省下每年15至20%的成本。

目前，本地钢铁业者都是以每公吨80美元（248.32令吉）的价格出口铁矿石，再从巴西、智利、巴林和墨西哥进口已加工完成的铁矿球，价格平均为90至100美元（279.36至310.4令吉）。

消息也指，从龙云铁山出产的铁矿石，将会供应至公司在甘马挽的浓缩（Concentration）和制粒（Pelletisation）钢铁厂房。

明年起产量翻倍
据悉，柏华嘉控股预计，初期阶段的年生产量为120万公吨的铁矿球（Pellet），工程在2013年完成后，产量可翻倍至240万公吨。

“我们预计新工厂每年需要400万公吨的铁矿石，以满足生产需求。”

同时，侨丰投资研究则估计，2013财年铁矿粉的价格将会提高至每公吨25美元（77.6令吉），之后每年可提高3美元（9.3令吉）的赚幅；铁矿球的赚幅也将从10美元，提高至2016财年的25美元。

分析员维持“短线买入”投资评级，1.12令吉的合理价格反映了2012财年账面价值的0.5倍。

受到利好消息激励，柏华嘉控股今日股价应声上扬，闭市报58.5仙，涨10仙或1.74%，成交量84万4200股，一度走高至61.5仙的水平。[Nanyang]

报道：谢静雯

icy97

柏華嘉澄清登州採礦權洽談中

大馬  2012-09-12 11:38
（吉隆坡11日訊）柏華嘉（PERWAJA，5146，主板工業產品組）澄清尚在洽談登嘉樓鐵礦開採權。

該公司針對媒體報導發表文告說，正與“有關方面＂就採礦權展開洽商，將在達成協議後，作出進一步公佈。

此前該公司首席執行員拿督方振源透露，已獲登嘉樓政府頒發採礦權，雖然類似採礦權最長有效期一般可達42年，惟實際有效期需待州政府自行公佈。（星洲日報／財經）

andyyong

请问柏華嘉（PERWAJA） 是 KINSTEL 的子公司吗？

icy97

andyyong 发表于 12-9-2012 10:16 PM
请问柏華嘉（PERWAJA） 是 KINSTEL 的子公司吗？

没错。。

andyyong

icy97 发表于 12-9-2012 10:29 PM
没错。。

谢谢你。那买Kinstel ，你有何高见？

Vincent1818

andyyong 发表于 12-9-2012 11:40 PM
谢谢你。那买Kinstel ，你有何高见？

我是不会打算买 Kinstel，因为Kistel 目前还再没有赚钱的迹象。。。最近的财务报表是负值的。。。

zft

Sector Update: Steel - "Steel" Not Out of The Tunnel

Tue, 2 Oct 10:43
At the Malaysian Iron and Steel Industry Federation (MISIF)'s conference last week, some presenters were upbeat on steel demand in view of the robust flow of construction jobs. However, we believe that any apparent improvement can only be expected after the General Election. MISIF has asked the Government to impose anti-dumping duties, particularly on wire rod imports. Boston Consulting Group's (BCG) study on the steel industry on behalf of the Ministry of International Trade (MITI) is welcome, but execution is key. Elsewhere, the general feedback from the steel players remains bearish, with most only projecting a potential recovery after the Lunar New Year in February 2013. Thus we are keeping NEUTRAL on Malaysia's steel sector.

MISIF conference. Last week, we attended the MISIF conference with the theme, "The Status and Outlook of The Malaysian Iron and Steel Industry". The two-day conference was opened by Deputy Minister of International Trade and Industry, Datuk Jacob Dungau Sagan.

Focus on dumping risk. In his welcome address, MISIF president Datuk Soh Thian Lai said the local industry is currently pressured by an influx of cheap metal, especially from China. He urged the Government to be decisive and impose temporary anti-dumping measures on the cheaper imported steel goods currently flooding the country while the investigation on certain products for instances of anti-dumping is being carried out. Meanwhile, Datuk Jacob said MITI's newly set up Malaysia Steel Council (MSC) expects to announce 'at least one or two'' new measures before year-end to address local steel players' concerns over the influx of imported steel goods into the country. We think the product in focus is wire rods, on which MITI has initiated preliminary investigations. However, it may take another month before the Government makes a decision. The imposition of any anti-dumping duty may bring cheer to Lion Industries, Southern Steel, Kinsteel and Ann Joo Resources by virtue of their exposure in wire rods production.

Projecting moderate growth. MISIF consultant Frank Mizuno said the federation's forecast is based on its baseline scenario of Malaysia's steel consumption growing by 3% in 2012 and 2013 before improving by a slight 4% in 2014. He is projecting for an apparent steel consumption (ASC) of 8.5m tonnes this year and 9.1m tonnes in 2014. Mizuno expects the key driver of consumption going forward to be the continuing investments from both the Government and private sector. Separately, Datuk Soh proposes that local steel players pursue mergers and acquisitions (M&As) among themselves as the current industry is too fragmented. He also said that steel companies should also pursue joint ventures with international steel players to accomplish to the same end.

Robust flow of construction jobs. The Construction Industry Development Board (CIDB)'s senior general manager Sariah Abd Karib, in presenting her paper entitled "Status and Outlook of The Construction Sector", said the value of new construction jobs in the country is expected to reach at least RM90bn this year and RM91bn in 2013, underpinned by Economic Transformation Programme (ETP) initiatives and the 10th Malaysia Plan (10MP). Last year, some RM95bn worth of projects were given out. CIDB expects more public-private partnerships and ETP projects to get off the ground this year. These will include the various packages for the Mass Rapid Transit (MRT) project, the Kuala Lumpur International Financial District and a number of tolled highway projects. These projects, together with private investments in housing and other non-residential and civil projects, will contribute significantly toward a private sector-driven construction sector. Despite the robust project flows having helped keep local steel prices relatively stronger than the international spot price, we think the conclusion of the upcoming General Election remains a key to whether those public projects would eventually be implemented.

New roadmap for Malaysian steel industry. Boston Consulting Group (BCG) was hired by MITI to undertake an in-depth study on the current plight faced by players in the country's steel sector. BCG partner and managing director Puan Nor Azah Razali said the local steel sector currently contributed about 4% to the country's GDP and employed about 150,000 people. On BCG's recommendations to MITI, she said three key initiatives have been recommended for the Government to consider:-
--Providing advantage access to local raw materials such as iron ore,
--Enforcing trade remedies and standards i.e. strengthen safety net and improve importation processes, and
--Enhancing the overall industry capabilities via the formation of a Malaysia Steel Council (MSC), which will act       as a mechanism that will close the critical gaps in the industry, and an independent body such as the Malaysian Steel Institute, which is vested with the authority to enforce standards.

Work in progress?
BCG's Puan Azah noted that MITI has acted on BCG's recommendations in the setting up of the MSC, a technical committee and five working groups (WGs) to address the proposals for the roadmap for the steel sector. WG 1 is for solutions to Megasteel's woes, WG2 is access to key inputs (including price mechanism), WG 3 relates to the steel industry's capabilities, WG 4 covers standards and imports, while WG 5 looks at trade remedies. We welcome BCG's study and proposals although we think the content of the study are merely a compilation of policies announced or proposed earlier by MITI, albeit with a clearer definition and target timeframe for execution. Therefore, its execution still remains to be seen.

New landscape for stainless steel market? MISIF's stainless steel group chairman Mark Lim said Malaysia's consumption of stainless steel appeared to be trending up again since dipping in 2008. In 2010, consumption touched 256,000 tonnes vs 120,000 tonnes in 2008. Within Asean, Thailand used to be the largest consumer of stainless steel but its position was challenged by Vietnam in 2010. According to Lim, the development of the automotive and construction sectors in Asean had greatly boosted the use of stainless steel. Meanwhile, Asean is a net importer of upstream stainless steel but the completion of Bahru Stainless Steel SB's (BSS) plant in Johor by 2020 would have an impact on the regional markets since supply would then be more easily available. BSS is a joint venture between Spain-based Acerinox Group and Japan-based Nisshin Steel.

Bearing tone in general sentiment. We spoke to a several industry players on the sidelines of the conference and observed that the general feedback from the steel players remains bearish. Most of the people we spoke to blamed the slower growth in China for dragging down the overall market. Certain quarters blame the prolonged delay in holding the General Election for disrupting the project execution pace, particularly in public initiated projects. Many are expecting steel prices to continue to be volatile and to only see a more sustainable recovery after the Lunar New Year next year, if any.

NEUTRAL, near term pessimistic. As the feedback we gather from the MISIF conference concurs with our original view that challenges are still aplenty within the Malaysian steel industry, we are making no changes to our projection and fair values on the steel stocks under our universe. We continue to give Perwaja (FV RM1.12) the benefit of a doubt and potentially gain from its upstream makeover, including its venture into iron ore mining. Hence we maintain our Trading BUY call on the company. However, we are staying NEUTRAL on the rest of the steel counters. Overall, we re-reiterate our NEUTRAL stance on Malaysia's steel sector as we see limited movement in steel prices. Nonetheless, some quarters may hold on to their shares in these steel stocks on expectations that the ETP projects would spur demand, in spite of steel companies' disappointing financial results.

Source: OSK
http://research.osk188.com/attachments/17/osk-report-steel_steel-not-out-of-the-tunnel_20121002_osk-VY4t1603749031506a49ec29e90.pdf

icy97

產量及銷售減少‧錦記鋼鐵第三季虧1644萬

大馬  2012-12-01 11:19
（吉隆坡30日訊）受產量及銷售減少所拖累，錦記鋼鐵（KINSTEL,5060,主板工業產品組）截至9月30日止的第三季虧損倍增至1千643萬5千令吉。

第三季營業額則微升2.21%至4億1千270萬令吉。

首9月虧損則收窄至1千零43萬3千令吉。首9月營業額上漲9.94%至15億8千839萬9千令吉。

錦記鋼鐵在業績報告中指出，首9月營收增加及虧損降低，是由於生產水平和市場改善。

第三季面對虧損，因產量減少以及銷售減少，產量減少已導致生產成本升高，再者，在該季也面對2千190萬令吉的應收賬項減值虧損。

柏華嘉第三季虧3830萬
另一方面，柏華嘉（PERWAJA,5146,主板工業產品組）同樣面對鐵礦球產量和銷售降低的衝擊，在截至9月杪的第三季虧損倍增至3千830萬2千令吉。

營業額則為3億7千204萬7千令吉，增加4.44%。

首9月虧損則降至1千980萬8千令吉，而營業額共14億零42萬1千令吉，上漲20.23%。

柏華嘉在業績報告中指出，鐵礦球產量和銷售降低，而低產量引發更高生產成本，令該公司蒙受虧損，同時該季也作出一筆2千190萬令吉的應收賬項減值虧損。（星洲日報／財經）

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	372,047	356,226	1,400,421	1,164,803
2	Profit/(loss) before tax	-38,302	-16,025	-19,808	-54,937
3	Profit/(loss) for the period	-38,302	-16,025	-19,808	-54,937
4	Profit/(loss) attributable to ordinary equity holders of the parent	-38,302	-16,025	-19,808	-54,937
5	Basic earnings/(loss) per share (Subunit)	-6.84	-2.86	-3.54	-9.81
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 ($$)	1.0900		1.1200

icy97

柏華嘉全年財測-調至淨虧970萬

熱股評析  2012-12-03 19:09
興業指出，隨著柏華嘉（PERWAJA，5164，主板工業產品組）宣佈令人失望第三季及首9個月業績表現，該行將其2012年財政年全年財測調至淨虧970萬令吉（之前預測為淨利3千940萬令吉），主要是產品較低銷售價，及生產成本偏高所致。

同時，該行也將2013年及2014年淨利預測大砍72%及73%，分別至1千320萬令吉以及1千950萬令吉。

興業研究指出，預料全球鋼鐵業的复甦之路仍然漫長，特別是全球經濟展望仍然不明朗。不過，國內鋼鐵需求較為樂觀，主要獲得政府推行的大型工程計劃的推動。

該行將柏華嘉合理價定在46仙，並給於“市場表現＂評級。錦記鋼鐵持有柏華嘉的37.8%股權。（星洲日報／財經）

icy97

柏華惹鋼鐵廠未付款 馬石油入稟追討逾億 　

官方法庭18/01/2013 22:09
（吉隆坡18日訊）馬石油因柏華惹鋼鐵廠無法支付登嘉樓甘馬挽天然氣提煉工廠款項，入稟法庭追討逾1億4613萬令吉。

起訴人是于本月14日通過卡迪、安德里及伙伴律師樓，入稟吉隆坡高庭（商業組）。

起訴人在訴狀指出，馬石油向答辯人即柏華惹鋼鐵廠，追討截至2012年12月31日的1億4613萬9000令吉，及截至今年1月10日的1031萬3000令吉利息。

除了利息，起訴人要求辯方付堂費及法庭認為適當的費用。[中国报财经]

Type	Announcement
Subject	MATERIAL LITIGATION
Description	PERWAJA HOLDINGS BERHAD ("the Company" or "PHB") - RECEIVED A WRIT OF SUMMONS AND STATEMENT OF CLAIM FROM PETROLIAM NASIONAL BERHAD
On behalf of the Board of PHB, we wish to inform the following: 1.    Its wholly owned subsidiary Perwaja Steel Sdn Bhd (“Perwaja Steel") has received a Writ of Summons and a statement of claim from Petroliam Nasional Berhad, for the sum of RM146,138,690.52 together with a claim for interest of RM10,313,397.45 with reference to the total amount invoiced for the supply of dry gas by Petroliam Nasional Berhad to Perwaja Steel. 2.    Perwaja Steel will be entering into a defense via its solicitors due to disagreement in the credit period. 3.    The Company does not expect any loss arising from this claim. However the Board wishes to inform that the Company has made sufficient provision to meet any liability that may arise due to the claim. This announcement is dated 18 January 2013.

icy97

PERWAJA HOLDINGS BERHAD

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	NM-130121-57453
Subject	PERWAJA HOLDINGS BERHAD ("the Company" or "PERWAJA") - Received a Writ of Summons and Statement of Claim from Petroliam Nasional Berhad ("PETRONAS")
Description	Further to the Company’s announcement made on 18 January 2013, the Board of Directors of Perwaja Holdings Berhad (“PHB”) wishes to clarify on the following items as detailed below: 1.        Date of the presentation of the Writ of Summons and Statement of Claim and the date they were served on Perwaja Steel Sdn Berhad (“Perwaja Steel”). 14 January 2013 was the date on the Writ of Summons and Statement of Claim (“legal documents”) and Perwaja Steel received the legal documents on 16 January 2013. 2.        Details of the circumstances leading to the Writ of Summons and Statement of Claim. The Writ of Summons and Statement of Claim made by Petroliam Nasional Berhad (“Petronas”) are due to differences of views between Perwaja Steel and Petronas. 3.        Whether Perwaja Steel is a major subsidiary of the Company. Perwaja Steel is a major and wholly owned subsidiary of Perwaja Holdings Berhad. 4.        The total cost of investment in Perwaja Steel. The unaudited total cost of investment of property, plant and equipment in Perwaja Steel as at 30 September 2012 based on net book value of assets are Land and Buildings at RM55.4 million, Plant and Machinery at RM1.2 billion, Capital Work in Progress at RM164.8 million and other miscellaneous assets at RM10.3 million. 5.        The financial and operational impact of the Writ of Summons and Statement of Claim on the Company. The Board is of the view that there will be no financial and operation implications arising from this claim. The management of Perwaja Steel is engaging Petronas and relevant authorities in discussions to resolve the issue amicably. However, the Board wishes to inform that the Company has made sufficient provision to meet any liability that may arise due to the claim.

icy97

PERWAJA HOLDINGS BERHAD

EX-date	12/03/2013
Entitlement date	14/03/2013
Entitlement time	05:00:00 PM
Entitlement subject	Loan Stock Interest
Entitlement description	Second Interest Payment of 7% per annum on RM280,000,000 nominal value of 7% 7-Year Redeemable Convertible Unsecured Loan Stocks 2012/2019 payable on a semi-annually basis for the period from 26 September 2012 to 25 March 2013.
Period of interest payment	26/09/2012 to 25/03/2013
Financial Year End
Share transfer book & register of members will be	14/03/2013 to 14/03/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Mega Corporate Services Sdn Bhd Level 15-2, Sheraton Imperial Court Jalan Sultan Ismail 50250 Kuala Lumpur Tel No:03-2692 4271
Payment date	26/03/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14/03/2013
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	Percentage
Entitlement in percentage (%)	7

icy97

柏華嘉和錦記虧損收窄

大馬 業績出爐  2013-03-01 11:05
（吉隆坡28日訊）受9千萬令吉貨存減記拖累，柏華嘉（PERWAJA，5146，主板工業產品組）繼續面對虧損，不過，截至2012年12月31日止第四季報淨虧損收縮至1億9千232萬1千令吉，全年虧損也收窄至2億1千212萬9千令吉。

第四季營業額則在銷售改善帶動下，成長8.3%至4億6千403萬9千令吉，帶動全年營業額上揚至18億6千446萬令吉，成長17.02%。

此外，母公司錦記鋼鐵（KINSTEL，5060，主板工業產品組）第四季淨虧損也縮小至9千212萬令吉，全年淨虧損也收窄至1億零255萬3千令吉。

第四季和全年營業額則分別報5億2千991萬6千令吉和21億1千831萬5千令吉。

柏華嘉管理層透過文告說，全年營業額成長主要因產量水平和賺幅改善，虧損收窄則主要因貨存減記幅度低於去年1億2千萬令吉。

“由於全球經濟和原產品市場仍充滿波動，集團對今年鋼鐵領域保持謹慎樂觀看法，相信政府各大發展計劃將繼續帶動本地鋼鐵需求。＂（星洲日報／財經）

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

1	Revenue	464,039	428,434	1,864,460	1,593,237
2	Profit/(loss) before tax	-142,321	-201,709	-162,129	-256,646
3	Profit/(loss) for the period	-192,321	-206,733	-212,129	-261,670
4	Profit/(loss) attributable to ordinary equity holders of the parent	-192,321	-206,733	-212,129	-261,670
5	Basic earnings/(loss) per share (Subunit)	-34.34	-36.90	-37.88	-46.73
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 ($$)	0.7400		1.1200

icy97

柏华嘉回债评级调低

财经新闻 财经  2013-04-20 21:12
（吉隆坡20日讯）大马评估公司（MARC）调低柏华嘉控股（Perwaja，5146，主板工业产品股）4亿令吉回教债务票据评级，从“A-ID”至“BBB-ID”。

大马评估公司表示，目前已把柏华嘉控股加入负面观察名单，反映柏华嘉控股流动资金压力可能日益增加、以满足即将来临的财务需要。

调降评级将对柏华嘉控股1亿1000万令吉未偿还票据造成影响。

“调降柏华嘉控股评级反映该钢铁公司疲弱的财务风险情况，归咎钢铁领域拖延已久及具挑战性的营运环境、高杠杆、进行中的资本开销和营运成本高。”

大马评估公司指出，虽然2012年国内钢铁领域需求出现恢复迹象，但柏华嘉控股短期内不会有明显的改善，归咎公司财务疲弱。[南洋网财经]

icy97

柏華嘉獲登州政府 批鐵礦山特許開採權

企業財經30 Apr 2013 17:11
（甘馬挽30日訊）登嘉樓州政府正式批准600英畝的鐵礦山特許開採權，供柏華嘉（PERWAJA，5146，主要板工業）鋼鐵廠生產製成品用途。

登州看守政府大臣拿督斯里阿末賽益宣佈說，柏華嘉是登州政府在規劃發出鐵礦山供開採的首個受惠集團。

根據州政府瞭解，柏華嘉鋼鐵將耗資至少3億令吉落實鐵球團廠，州政府批准開採鐵礦山，將可以應付有關工廠的生產需求。

他昨晚在甘馬挽出席“共同邁進晚宴”上致詞時，發表談話，出席者包括柏華嘉董事經理丹斯里方天興、董事主席丹斯里阿布沙希、總執行長拿督方振源、執行董事拿督方天福、拿汀方清月及拿督劉春等。

大臣說，鋼鐵業將是登州未來的主要稅收之一，州政府歡迎柏華嘉在這裡設廠投資，並繼續擴大營運範圍和面積，通過業務擴展協助登州經濟發展，同時也提供更多就業機會。

為配合甘馬挽鋼鐵和重工業區發展，大臣說，州政府已經採取一系列的工程計劃事帶動，例如建設中的4車道路計劃、加深甘馬挽港口工程、加高武吉光大橋及落實甘馬挽回的吉利通彭亨州關丹的鐵路計劃等。

另外，方天興對州政府的上述宣佈表示歡迎，並形容擁有了鐵礦的開採權，將讓柏華嘉在生產線上無后顧之憂。

阿布沙希除了感謝州政府的上述宣佈之外，也說柏華嘉有限公司的全體約1600名員工，將在下月開始獲得5%的加薪。[中国报财经]

icy97

ETP推動鋼鐵需求‧柏華嘉料獲益

熱股評析  2013-05-21 18:25
（吉隆坡21日訊）柏華嘉（PERWAJA，5146，主板工業產品組）表示，國內鋼鐵需求將獲得經濟轉型計劃（ETP）公私領域投資的推動，該公司料可從中獲益。

柏華嘉主席丹斯里阿布沙希在年報中說，經濟成長走廊的房產業以至基建業發展項目，也提供許多拓展良機。

“鑒於商機不少、展望樂觀，公司可望繼續從大馬建築業的強勁成長中受惠。＂

他表示，選礦廠與鋼球團廠落成，有助於減少原料價格波動衝擊、加強成本架構，並改善整體獲利，進一步推動該公司的業務成長。

他補充，該公司預期選礦廠可在今年第三季全面投運，鋼球團廠則料在6個月啟動。（星洲日報／財經）


柏华嘉登州新厂第3季投产

财经新闻 财经  2013-05-22 11:20
（吉隆坡21日讯）柏华嘉控股（Perwaja，5146，主板工业产品股）位于登嘉楼甘马挽的浓缩（Concentration）和制粒（Pelletisation）钢铁厂房，预期分别在今年第3季和明年首季，将全面投入生产。

根据柏华嘉控股最新年报的主席声明，丹斯里阿布沙希透露了上述消息。

在2010年宣布投资额为2亿150万令吉的新浓缩和制粒矿厂，是大马甚至是东南亚的第一家类似工厂，估计该工厂在第一阶段的年产能为120公吨，第二阶段的则会增加另外的120公吨。当时预计该厂房可在2012财年开始运作。

阿布沙希说，一旦浓缩和制粒钢铁厂房完工，将进一步加强柏华嘉控股增长。

“这也将有助于集团针对波动的原料价格作对冲，进而改善成本结构，及提振盈利表现。”

他也指，政府与私人界在经济转型执行方案（ETP）底下的继续投资，也将大大地带动起国内钢铁消费。[南洋网财经]

icy97

錦記鋼鐵和柏華嘉由盈轉虧

大馬 業績出爐  2013-05-29 11:06
（吉隆坡28訊）受鋼鐵市場活動放緩和產品售價疲弱影響，丹斯里方天興名下兩家公司――錦記鋼鐵（KINSTEL，5060，主板工業產品組）和柏華嘉（PERWAJA，5146，主板工業產品組）截至2013年3月31日止首季雙雙由盈轉虧。

其中，錦記鋼鐵在首季錄取842萬2千令吉淨虧損，比較前期1千零26萬6千令吉淨利，營業額則從前期5億零607萬4千令吉萎縮18.97%至4億1千零5萬4千令吉。

旗下子公司柏華嘉則在首季錄取1千851萬8千令吉淨虧損，前期為淨利1千621萬9千令吉，首季營業額報3億零141萬8千令吉，則比前期4億零612萬1千令吉下跌25.78%。

錦記鋼鐵董事部透過文告表示，首季營業額受創主要因鋼鐵市場整體放緩，且原料漲價侵蝕產品賺幅，導致公司蒙虧。

“我們對鋼鐵領域今年前景持謹慎樂觀看法，全球鋼鐵業目前仍受原料漲價和先進國成長低迷影響，慶幸國內經濟轉型項目將帶動產業和基建市場發展，可支持未來鋼鐵需求。＂

董事部也說，從機會和正面角度來看，集團將持續從建築業強勢成長趨勢中受惠，柏華嘉旗下即將完工的新濃縮和鐵礦球廠，將協助集團對抗未來原料價波動，同時改善盈利表現。

此外，董事部補充，儘管上述鐵礦球廠興建工程因技術侷限和惡劣氣候狀況而面臨一些延誤，惟預料濃縮廠可於今年第三季完全啟用，鐵礦球廠則預料在6個月後啟動。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	301,418	406,121	301,418	406,121
2	Profit/(loss) before tax	-18,518	16,219	-18,518	16,219
3	Profit/(loss) for the period	-18,518	16,219	-18,518	16,219
4	Profit/(loss) attributable to ordinary equity holders of the parent	-18,518	16,219	-18,518	16,219
5	Basic earnings/(loss) per share (Subunit)	-3.31	2.90	-3.31	2.90
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 ($$)	0.6700		0.7100

icy97

高庭批准馬石油申請 柏華惹須還逾億欠款

官方法庭13 Jun 2013 21:42
（吉隆坡13日訊）高庭今日批准馬石油要求法庭諭令柏華惹鋼鐵私人有限公司償還1億4613萬9000令吉欠款的申請，並諭令柏華惹償還所有欠款、支付從今日算起至到案件結束為止的4%年利，及2萬令吉堂費予馬石油。

法官娜麗妮基于此案件僅涉及供應天然氣的欠還債務事宜，沒有涉及爭議課題，無需進行審訊，因此法官在內庭作出上述簡單的裁決。

法官同時也駁回辯方要求反索賠及要求法庭發出禁令，以禁止馬石油繼續供應天然氣直至案件結束為止的申請。

馬石油于今年1月18日入稟法庭起訴柏華惹鋼鐵私人有限公司，並在訴狀指后者所拖欠債務是供應予柏華惹在登嘉樓甘馬挽鋼鐵廠的天然氣應付款項，並索賠截至2012年12月31日的1億4613萬9000令吉、截至今年1月10日的1031萬3000令吉利息，以及其他待法庭定奪的利息、成本和賠償。[中国报财经]

Type	Announcement
Subject	MATERIAL LITIGATION
Description	Kuala Lumpur High Court Suit No : 22NCC-59-01/2013 - Petroliam Nasional Berhad v Perwaja Steel Sdn Bhd
The Board of Directors of Perwaja Holdings Berhad (“PHB”) wishes to announce that on 13 June 2013, the Kuala Lumpur High Court has allowed a summary judgment in favour of Petroliam Nasional Berhad (“Petronas”) and dismissed PHB’s wholly owned subsidiary Perwaja Steel Sdn Bhd’s (“Perwaja Steel”) application for interim injunction. The Court has allowed Petronas for application of summary judgment for the sum of RM146,138,690.52 and with simple interest of 4% p.a. from the date of judgment till full settlement. The Board of Directors of PHB has deliberated and has decided to file an appeal against the decision and stay of execution on the decision by 17 June 2013. The Board of Directors of PHB wishes to inform that the relevant provision has been made in the income statements of the Company. This announcement is dated 14 June 2013.