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楼主: icy97

【MPHBCAP 5237 交流区】马化控股资本

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 楼主| 发表于 20-11-2016 05:52 AM | 显示全部楼层
本帖最后由 icy97 于 21-11-2016 05:16 AM 编辑

马化资本委CEO

2016年11月19日
(吉隆坡18日讯)马化资本(MPHBCAP,5237,主板金融股)宣布,原任营运总监的郭燕燕,从今日起擢升为公司总执行长。

根据文告,郭燕燕从2013年5月14日至昨日(17日),担任该公司的营运总监。

在任职营运总监的期间,她负责整个集团的营运管理。

加入马化资本之前,郭燕燕曾是万能(MAGNUM,3859,主板贸服股)的营运总监,长达5年多。

另一方面,马化资本也在同一天,委任丹斯里刘锦坤为非独立董事。

刘锦坤曾在2013年5月14日至今年9月30日期间,担任该公司的董事经理。

他之前也曾任职于万能,并担任该公司的不同职位,包括执行董事、董事经理,以及非独立非执行主席。【e南洋】

Date of change
18 Nov 2016
Name
TAN SRI DATO' SURIN UPATKOON
Age
67
Gender
Male
Nationality
Thailand
Designation
Non-Independent Director
Directorate
Non Independent and Non Executive
Type of change
Appointment
Qualifications
Secondary education.
Working experience and occupation
Tan Sri Dato' Surin Upatkoon began his career with MWE Weaving Mills Sdn Bhd in 1971 as a manager and he was appointed as the Managing Director of MWE Spinning Mills Sdn Bhd in 1974. In 1976, he became an Executive Director of MWE Holdings Berhad and subsequently, in 1979 he was appointed as the Managing Director of MWE Weaving Mills Sdn Bhd.In 2000, he was appointed as an Executive Director of Magnum Berhad ("Magnum") and subsequently in 2002, he was appointed as the Managing Director of Magnum where he played a major role in formulating the business strategies and direction of the Magnum Group and was actively involved in the policy making aspects of the operations of the Magnum Group. He was re-designated as Non-Independent Non-Executive Chairman of Magnum on 26 June 2013.He was the Managing Director of MPHB Capital Berhad from 14 May 2013 to 30 September 2016.
Directorships in public companies and listed issuers (if any)
Magnum BerhadMWE Holdings BerhadMagnum 4D BerhadMagnum Foundation (Trustee)Chang Ming Thien Foundation (Trustee)
Family relationship with any director and/or major shareholder of the listed issuer
Tan Sri Dato' Surin Upatkoon is a substantial shareholder and the father of Ms. Ivevei Upatkoon, an Executive Director of MPHB Capital Berhad.
Any conflict of interests that he/she has with the listed issuer
None
Details of any interest in the securities of the listed issuer or its subsidiaries
Deemed/indirect interest in 261,921,093 ordinary shares of RM1.00 each representing 36.63% equity interest in MPHB Capital Berhad.

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 楼主| 发表于 20-11-2016 05:55 AM | 显示全部楼层
Date of change
18 Nov 2016
Name
MISS KHEOH AND YENG
Age
59
Gender
Female
Nationality
Malaysia
Type of change
Appointment
Designation
Chief Executive Officer
Qualifications
1. Master of Business Administration, University of Windsor, Canada 2. Bachelor of Commerce (Honours), University of Manitoba, Canada
Working experience and occupation
Ms Kheoh And Yeng was the Chief Operating Officer ("COO") of MPHB Capital Berhad ("MPHB Capital" or "the Company") from 14 May 2013 to 17 November 2016. During her tenure as COO of the Company, she was responsible for the overall management of the operations of the Company/Group.  Prior to joining the Company, she was the COO of Magnum Berhad ("Magnum"). She joined Magnum as General Manager in 2002 and was subsequently promoted to Senior General Manager in 2003 before assuming the position of COO on 1 January 2007 until 13 May 2013. Ms Kheoh was a Senior Manager at Hong Leong Bank Berhad before joining Magnum and throughout her twelve (12) years of banking experience, she was principally involved in various divisions primarily in retail loan collection and deposit marketing, having to work through all the branches, corporate loan, deposit marketing and credit card operations.
Directorships in public companies and listed issuers (if any)
Mimaland BerhadMulti-Purpose Shipping Corporation BerhadMulti-Purpose Capital Holdings BerhadMPI Generali Insurans Berhad
Family relationship with any director and/or major shareholder of the listed issuer
None
Any conflict of interests that he/she has with the listed issuer
None
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct interest in 464,400 ordinary shares of RM1.00 each in the Company.

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 楼主| 发表于 4-12-2016 05:51 AM | 显示全部楼层
本帖最后由 icy97 于 13-12-2016 06:32 AM 编辑

保险信贷带动.马化资本第三季多赚29%

(吉隆坡29日讯)由于受到旗下保险及信贷业务较好表现推动,马化资本(MPHBCAP,5237,主板金融组)截至2016年9月30日为止,第三季净利增长29.41%至979万9000令吉,不过首9个月的净利为2352万1000令吉,较前期下跌31.62%。

首9个月的营业额为3亿2362万3000令吉,较前期的2亿9335万1000令吉,增加10.31%。

该公司发文告指出,第三季业绩较佳,主要是保险及信贷业绩表现较为亮丽、惟投资领域的亏损较高。至于首9个月盈利表现较为逊色,因营运成本走高及保险索偿比例较为不利所致。

该公司将继续推动保险市场的占有率,以及投资领域将寻求可行及有利的选择,以释放旗下地皮价值及最大化其股东回酬。

文章来源:
星洲日报‧财经‧2016.11.30

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2016
30 Sep 2015
30 Sep 2016
30 Sep 2015
$$'000
$$'000
$$'000
$$'000
1Revenue
110,675
101,447
323,623
293,351
2Profit/(loss) before tax
22,189
19,913
57,911
60,794
3Profit/(loss) for the period
17,659
14,014
44,342
45,360
4Profit/(loss) attributable to ordinary equity holders of the parent
9,799
7,572
23,521
34,398
5Basic earnings/(loss) per share (Subunit)
1.37
1.06
3.29
4.81
6Proposed/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 ($$)
2.2500
2.2100

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 楼主| 发表于 28-2-2017 04:00 AM | 显示全部楼层
本帖最后由 icy97 于 1-3-2017 04:23 AM 编辑

马化资本末季净利扬2.1%

2017年2月26日
(吉隆坡25日讯)承保利润增加,让马化资本(MPHBCAP,5237,主板金融股)截至去年12月杪末季,净利年增2.1%,录得3081万5000令吉,或每股4.31仙。

营业额也从上财年同季的8743万6000令吉,增加52%,至1亿3286万1000令吉,归功于保险领域表现。

该公司向马交所报备,累计全年,净利则按年萎缩15.8%,录得5433万6000令吉,或每股7.6仙;营业额年升20%,报4亿5648万4000令吉。

该公司核心业务,保险业务全年营业额和税前盈利按年齐升,分别达15%和3%。

而投资业务虽营业额增47%,收益则按年减少达80%,仅得381万6000令吉,影响该公司整体收益表现。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2016
31 Dec 2015
31 Dec 2016
31 Dec 2015
$$'000
$$'000
$$'000
$$'000
1Revenue
132,861
87,436
456,484
380,787
2Profit/(loss) before tax
47,581
45,389
105,492
106,183
3Profit/(loss) for the period
41,431
41,194
85,773
86,554
4Profit/(loss) attributable to ordinary equity holders of the parent
30,815
30,168
54,336
64,556
5Basic earnings/(loss) per share (Subunit)
4.31
4.22
7.60
9.03
6Proposed/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 ($$)
2.3000
2.2300

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 楼主| 发表于 13-4-2017 05:28 AM | 显示全部楼层
本帖最后由 icy97 于 13-4-2017 05:48 AM 编辑

马化资本
保险股权或降至30%


2017年4月13日

分析:马银行投行
目标价:1.87令吉

最新进展

马化资本(MPHBCAP,5237,主板金融股)2015年以3亿5580万令吉脱售马化保险49%股权给Generali亚洲。

脱售后,Generali亚洲可在2年内行使认购选择权(Call Option),收购马化保险高达21%股权。该认购选择权的限期为今年5月7日。

行家建议

我们认为,Generali亚洲很可能行使权利,21%股权的价值估计为1亿8800万令吉。料对马化资本的股价有正面影响。

随后,马化资本在马化保险的持股将降至30%,因此不再是金融控股公司,可支付股息或资本回退。

一旦马化保险成为联号公司,马化资本缺乏核心业务。同时,目前现金盈余约4亿令吉,若完成脱售,将增至5亿8800万令吉。

此外,若马化资本针对强制收购边佳兰(Pengerang)地皮活动,成功向国家石油(Petronas)索赔,可进一步提高现金储备。

相信该公司会派息,但应该也会保留部分现金给新商机。



【e南洋】




沽售忠利21%股权.马化资本有望派息
2017-04-12 16:46
http://www.sinchew.com.my/node/1632962/
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 楼主| 发表于 21-4-2017 02:30 AM | 显示全部楼层
本帖最后由 icy97 于 23-4-2017 03:46 AM 编辑

Generali拟增持马化保险21%
马化资本寻求国行批准


2017年4月20日
(吉隆坡19日讯)马化资本(MPHBCAP,5237,主板金融股)宣布,接获荷兰Generali亚洲的认购选择权(Call Option)行使通知,因此将寻求财政部或国家银行批准。

2015年5月,马化资本旗下的马化资本控股,以总值3亿5580万令吉,脱售马化保险49%股权给Generali亚洲。

当时,双方也签署了收购和脱售选择权(Call and Put Option)协议。

根据协议,脱售活动完成后2年内,Generali亚洲有权再收购马化保险高达21%的股权。

不过,选择权若无法获得国行批准,或批准收购数量只能让Generali亚洲持有马化保险少数股权,Generali亚洲也有权在5年内,售罄手上的股票。

根据2013年金融服务业法,执行选择权必须先获得财政部和国行的批准。【e南洋】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
Exercise of the call option by Generali Asia N.V. ("Generali Asia") in respect of 21,000,000 ordinary shares in MPI Generali Insurans Berhad ("MPI Generali") which is equivalent to 21% of the total number of issued share capital of MPI Generali ("Call Option Shares") pursuant to the Call and Put Option Agreement dated 18 December 2014 entered into between Multi-Purpose Capital Holdings Berhad ("MPCHB") and Generali Asia ("Call and Put Option Agreement") ("Call Option")

The terms used herein shall, unless the context otherwise stated, bear the same meaning as those defined in the Circular to shareholders of MPHB Capital Berhad ("MPHB Capital" or "the Company") in relation to, among others, the Call Option, dated 6 March 2015.

Reference is made to the Company's announcements dated 22 January 2014, 15 May 2014, 8 August 2014, 5 November 2014, 18 December 2014, 25 March 2015 and 7 May 2015 in relation to, among others, the Call Option.

The Board of Directors of the Company wishes to announce that MPCHB has, today, received a Call Option Notice from Generali Asia that Generali Asia is exercising its right to acquire the Call Option Shares, and to require MPCHB to sell the Call Option Shares to Generali Asia pursuant to the terms and conditions of the Call and Put Option Agreement and at the Call Option Price as defined therein.

In that regard, MPHB Capital and MPCHB, and Generali Asia will be seeking the approval(s) of the Minister of Finance (via Bank Negara Malaysia) or Bank Negara Malaysia, as the case maybe, for the sale by MPCHB of the Call Option Shares pursuant to Section 89 of the Financial Services Act, 2013 (“FSA”) and acquisition by Generali Asia of the Call Option Shares pursuant to Section 87 of the FSA.

In addition, Assicurazioni Generali S.p.A., the parent company of Generali Asia, will also be seeking the approval of the Italian Regulator, IVASS (Instituto per la Vigilanza sulle Assicurazioni) for the acquisition by Generali Asia of the Call Option Shares.

Further announcements on the Call Option will be made by the Company at the appropriate time.

This announcement is dated 19 April, 2017.     



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 楼主| 发表于 30-5-2017 05:36 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2017
31 Mar 2016
31 Mar 2017
31 Mar 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
116,535
101,382
116,535
101,382
2Profit/(loss) before tax
33,334
16,887
33,334
16,887
3Profit/(loss) for the period
25,297
13,390
25,297
13,390
4Profit/(loss) attributable to ordinary equity holders of the parent
16,944
7,537
16,944
7,537
5Basic earnings/(loss) per share (Subunit)
2.37
1.05
2.37
1.05
6Proposed/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 ($$)
2.3200
2.3000

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 楼主| 发表于 9-6-2017 04:09 AM | 显示全部楼层
若荷兰Generali成功行使认购权
马化资本卖保险业务或受冲击


2017年5月31日
(吉隆坡30日讯)马化资本(MPHBCAP,5237,主板金融股)预计,今年旗下各业务将取得微幅增长,但荷兰Generali亚洲年杪前收购马化保险21%股权的活动成形,业绩将蒙受打击。

马化资本总执行长郭燕燕昨日该该公司股东大会后向记者披露,若荷兰Generali亚洲动用收购21%马化保险的选择权,该公司的营业额与盈利将受抨击,因为持有马化保险达30%的股权的期限仅剩余几个月。

2015年5月,马化资本旗下的马化资本控股,以总值3亿5580万令吉,脱售马化保险49%股权给Generali亚洲。

当时,双方也签署了收购和脱售选择权(Call and Put Option)协议。

根据协议,完成收购后2年,Generali亚洲有权再收购马化保险高达21%的股权。

郭燕燕解释:“不过,一旦公司完成脱售后,将出现单次收入激励盈利。”

虽马化资本尚未确定脱售价格,但郭燕燕说,将使用上次脱售49%股权时同样的公式计算,且每年增加6%的利息。

目前,马化资本还不确定脱售马化保险21%股权给Generali亚洲的完成日期,因根据2013年金融服务业法,执行选择权必须先获得财政部和国行的批准。

“脱售后,我们将善用这笔资金。”

同时,她指出,由于经济疲软,按去年相比,现财年,赔偿比例将上升。

郭燕燕进一步披露,虽公司有意愿要扩张产业业务,不过,严峻的产业市场将是绊脚石。

“马化保险股权脱售后,保险业务收入将会削减。我们有考虑拓展产业领域,但也探讨过,房屋供应甚多,和买家无法获得贷款等问题。”【e南洋】
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 楼主| 发表于 30-6-2017 02:40 AM | 显示全部楼层
总值42.5亿.马化资本产业联营告吹

(吉隆坡28日讯)历经6年时间磨合,马化资本(MPHBCAP,5237,主板金融组)与大城市联营发展槟城和雪州670.7英亩地段计划仍以破局收场。

联营协议终止
双方不求偿

马化资本发文告表示,董事部宣布与大城市旗下的Orion Vibrant私人有限公司(OVSB)取得共识,决定终止联营协议。

“随着联营协议终止,双方不可向对方求偿,料不会对公司或集团截至2017年12月31日财政年盈利、净资产和负债比带来任何显著影响。”

不过,双方并未披露联营协议终止的具体原因。

马化控股为释放旗下偏低或无回酬的资产价值,以及协助公司减轻债务,在2011年4月29日宣布与OVSB联营发展槟城(约80英亩)、万挠(约265英亩)和鹅唛(约324英亩)共670.7英亩的地段,发展总值达42亿5000万令吉。

根据该公司提供的资料,槟城土地发展总值达6亿5000万令吉,发展期限为8年,主要发展公寓和有地房产;万挠土地将用来发展围篱有地房产,发展期限为10年,发展总值高达14亿令吉,而鹅唛土地发展期为12年,发展总值22亿令吉。

马化资本和OVSB原定于2013年推介相关房产计划,而双方也在2012年签定补充协议,进一步厘清联营条款,但最终仍无疾而终。

上述房产联营发展计划中,马化控股只需投入土地,并将获房产净销售值的22%作为回酬。

文章来源:
星洲日报‧财经‧2017.06.29

Type
Announcement
Subject
OTHERS
Description
TERMINATION OF JOINT VENTURE AGREEMENT DATED 29 APRIL 2011 ENTERED INTO BETWEEN MAGNUM.COM SDN BHD ("MCSB"), A WHOLLY-OWNED SUBSIDIARY OF MPHB CAPITAL BERHAD ("THE COMPANY"), AND ORION VIBRANT SDN BHD ("DEVELOPER" OR "OVSB")
We refer to the Joint Venture Agreement dated 29 April 2011 and the Supplemental Joint Venture Agreement dated 13 January 2012, both made between MCSB and the Developer (collectively the “JVA”) in respect of the proposed development of the land owned by MCSB held under Lot Nos. 296, 302, 306,1278, 1282, 1283, 1285, 1287, 1288, 1460, 1461, 1462, 1463, 1464, 1465, 1675, 1677, 1688, 1713, 1714, 2343, 2346 and 14895, all in Mukim 12, Daerah Barat Daya, Penang.

The Board of Directors of the Company wishes to announce that MCSB has on even date entered into a Deed of Termination with OVSB to mutually terminate the JVA.

Upon the termination of the JVA, neither party shall have any claims whatsoever against the other in respect of the JVA.   The termination of the JVA will not have any material effect on the earnings, net assets and gearing of the Company and the Group for the financial year ending 31 December 2017.

This announcement is dated 28 June 2017.

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 楼主| 发表于 23-8-2017 02:42 AM | 显示全部楼层
本帖最后由 icy97 于 23-8-2017 04:47 AM 编辑

证券投资减值损失
马化资本次季净利挫75%


2017年8月23日
(吉隆坡22日讯)马化资本(MPHBCAP,5237,主板金融股)截至6月杪次季,净利大跌74.79%,报155万9000令吉或每股净利0.22仙,相较去年同季的618万5000令吉。

马化资本向马交所报备,该季营业额微增5.56%,达1亿1777万3000令吉,去年同季报1亿1156万6000令吉。

累计首半年,净利跃升34.84%,录得1850万3000令吉;营业额上涨10.03%,录得2亿3430万8000令吉。

马化资本指出,该季税前盈利走低,归咎于证券投资的减值损失。

此外,从7月起开始落实的车险自由浮动订价机制,让保险公司和车主在长期内皆可享有更公平的价格。

放眼扩大保险业务

因此,该集团放眼扩大本地保险业务,并继续与策略伙伴Generali Asia N.V合作,维持零售业务增长。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2017
30 Jun 2016
30 Jun 2017
30 Jun 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
117,773
111,566
234,308
212,948
2Profit/(loss) before tax
774
18,835
34,108
35,722
3Profit/(loss) for the period
3,907
13,293
29,204
26,683
4Profit/(loss) attributable to ordinary equity holders of the parent
1,559
6,185
18,503
13,722
5Basic earnings/(loss) per share (Subunit)
0.22
0.87
2.59
1.92
6Proposed/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
2.3000

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 楼主| 发表于 29-9-2017 03:46 AM | 显示全部楼层
欲增持马化保险21%遇阻
国行否决Generali认购权


2017年9月29日
(吉隆坡28日讯)国家银行反对荷兰Generali亚洲行使认购选择权,再收购马化资本(MPHBCAP,5237,主板金融股)旗下马化保险高达21%股权。

马化资本向交易所报备,接获国行的通知指,国行不会建议财政部批准马化资本、马化资本控股和Generali亚洲的申请。

对于国行的决定,马化资本指出,将与Generali亚洲一起探讨其他可行的选项。

今年4月,马化资本向财政部和国行提出申请,要求批准Generali亚洲行使认购选择权,再收购马化保险高达21%股权。

2015年5月,马化资本旗下的马化资本控股,以总值3亿5580万令吉脱售马化保险49%股权给Generali亚洲。

当时,双方也签署了收购和脱售选择权协议。

根据协议,脱售活动完成后2年内,Generali亚洲有权再收购马化保险高达21%的股权。

持股少可沽清

不过,若选择权无法获得国行批准,或批准的收购数量只能让Generali亚洲持有马化保险少数股权,Generali亚洲也有权在5年内,售罄手上的股票。

根据2013年金融服务业法,执行选择权必须先获得财政部和国行的批准。【e南洋】


Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
Exercise of the call option by Generali Asia N.V. ("Generali Asia") in respect of 21,000,000 ordinary shares in MPI Generali Insurans Berhad ("MPI Generali") which is equivalent to 21% of the total number of issued share capital of MPI Generali ("Call Option Shares") pursuant to the Call and Put Option Agreement dated 18 December 2014 entered into between Multi-Purpose Capital Holdings Berhad ("MPCHB") and Generali Asia ("Call and Put Option Agreement") ("Call Option")
The terms used herein shall, unless the context otherwise stated, bear the same meaning as those defined in the Circular to shareholders of MPHB Capital Berhad (“MPHB Capital” or “the Company”) in relation to, among others, the Call Option, dated 6 March 2015.

Reference is made to the Company’s announcements dated 22 January 2014, 15 May 2014, 8 August 2014, 5 November 2014, 18 December 2014, 25 March 2015, 7 May 2015, 19 April 2017 and 21 April 2017 in relation to, among others, the Call Option.

The Board of Directors of the Company wishes to announce that Bank Negara Malaysia (“BNM”) had notified the Company that BNM will not make a recommendation to the Minister of Finance to approve the applications by MPHB Capital and MPCHB, and Generali Asia, for the sale by MPCHB and the acquisition by Generali Asia of the Call Option Shares. The Company will explore the options available together with Generali Asia and will make the necessary announcement at the appropriate time.

This announcement is dated 28 September 2017.

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 楼主| 发表于 3-10-2017 05:24 AM | 显示全部楼层
马化资本
减持保险业有难度

2017年10月3日

分析:马银行投行
目标价:1.34令吉

最新进展

国家银行反对荷兰Generali亚洲行使认购选择权,再收购马化资本(MPHBCAP,5237,主板金融股)旗下马化保险高达21%股权。

早在2014年,马化资本旗下的马化资本控股,以总值3亿5580万令吉,脱售马化保险49%股权给Generali亚洲。

Generali亚洲是通过行使认购选择权,再收购马化保险高达21%股权,以取得高达70%的股权。

行家建议

Generali亚洲无法行使认购选择权,对马化资本构成影响,意味着公司在套现马化保险时,面对更大的难度,何时能恢复派息也是未知数。

早前估计,如果脱售21%,公司可取得1.88亿令吉,更重要的是,对马化保险的持股也将从51%降低至21%,在派息时不再受到国行的限制。

根据国行条例,凡持有金融机构超过50%股权者,则被视为金融控股公司,必须遵守资金要求,相信这也是马化资本不被国行允许派息的主因。

目前,马化资本的难题依然持续,我们因而将实际净资产价值(RNAV)的折价,从30%提高至50%,以反映该不明朗局面,目标价也从1.87令吉,下调至1.34令吉,但维持“守住”评级。



【e南洋】
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 楼主| 发表于 3-12-2017 06:08 AM | 显示全部楼层
本帖最后由 icy97 于 10-12-2017 05:46 AM 编辑

马化资本第三季净利多66%

2017年11月29日
(吉隆坡28日讯)保费、投资证券合理价值和利息收入增加,马化资本(MPHBCAP,5237,主板金融股)截至9月杪第三季,净利按年涨66%,至1630万6000令吉或每股2.28仙。

该公司今日向交易所报备,营业额按年攀升10%,达1亿2173万6000令吉,归功于保费增加。

累计9个月,净利按年扬48%,报3480万9000令吉;营业额按年升10%,达3亿5604万4000令吉。

接下来,马化资本会持续与Generali亚洲合作探讨增长选项,改善保险子公司的盈利和长期增长。

至于信贷与投资业务,信贷部门只会为特定和声誉良好的利基客户提供融资。

由于国内产业市场依然疲弱,马化资本会持续寻找,愿意为地皮支付最佳价格潜在买家或联营伙伴。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2017
30 Sep 2016
30 Sep 2017
30 Sep 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
121,736
110,675
356,044
323,623
2Profit/(loss) before tax
30,871
22,189
64,979
57,911
3Profit/(loss) for the period
24,140
17,659
53,344
44,342
4Profit/(loss) attributable to ordinary equity holders of the parent
16,306
9,799
34,809
23,521
5Basic earnings/(loss) per share (Subunit)
2.28
1.37
4.87
3.29
6Proposed/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 ($$)
2.3500
2.3000

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 楼主| 发表于 4-3-2018 05:59 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2017
31 Dec 2016
31 Dec 2017
31 Dec 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
126,228
132,865
482,272
456,488
2Profit/(loss) before tax
43,001
49,301
107,980
107,212
3Profit/(loss) for the period
40,998
43,038
94,342
87,380
4Profit/(loss) attributable to ordinary equity holders of the parent
40,686
31,653
75,495
55,174
5Basic earnings/(loss) per share (Subunit)
5.69
4.43
10.56
7.72
6Proposed/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 ($$)
2.3500
2.3000

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 楼主| 发表于 27-5-2018 03:43 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2018
31 Mar 2017
31 Mar 2018
31 Mar 2017
$$'000
$$'000
$$'000
$$'000
1Revenue
111,136
116,535
111,136
116,535
2Profit/(loss) before tax
-3,331
33,334
-3,331
33,334
3Profit/(loss) for the period
-4,802
25,297
-4,802
25,297
4Profit/(loss) attributable to ordinary equity holders of the parent
-3,278
16,944
-3,278
16,944
5Basic earnings/(loss) per share (Subunit)
-0.46
2.37
-0.46
2.37
6Proposed/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 ($$)
1.8800
1.8900

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 楼主| 发表于 24-8-2018 04:57 AM | 显示全部楼层
本帖最后由 icy97 于 26-8-2018 05:04 AM 编辑

Picture41.png

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2018
30 Jun 2017
30 Jun 2018
30 Jun 2017
$$'000
$$'000
$$'000
$$'000
1Revenue
116,421
117,773
227,557
234,308
2Profit/(loss) before tax
9,896
774
6,565
34,108
3Profit/(loss) for the period
9,056
3,907
4,254
29,204
4Profit/(loss) attributable to ordinary equity holders of the parent
8,027
1,559
4,749
18,503
5Basic earnings/(loss) per share (Subunit)
1.12
0.22
0.66
2.59
6Proposed/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 ($$)
1.8900
1.8900

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 楼主| 发表于 4-12-2018 06:54 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2018
30 Sep 2017
30 Sep 2018
30 Sep 2017
$$'000
$$'000
$$'000
$$'000
1Revenue
118,430
121,736
345,987
356,044
2Profit/(loss) before tax
24,564
30,871
31,129
64,979
3Profit/(loss) for the period
18,077
24,140
22,331
53,344
4Profit/(loss) attributable to ordinary equity holders of the parent
6,607
16,306
11,356
34,809
5Basic earnings/(loss) per share (Subunit)
0.92
2.28
1.59
4.87
6Proposed/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 ($$)
1.9000
1.8900

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 楼主| 发表于 1-3-2019 07:45 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2018
31 Dec 2017
31 Dec 2018
31 Dec 2017
$$'000
$$'000
$$'000
$$'000
1Revenue
116,867
126,230
462,854
482,274
2Profit/(loss) before tax
8,871
47,461
40,000
112,440
3Profit/(loss) for the period
5,375
48,035
27,706
101,379
4Profit/(loss) attributable to ordinary equity holders of the parent
1,085
47,113
12,441
81,922
5Basic earnings/(loss) per share (Subunit)
0.15
6.59
1.74
11.46
6Proposed/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 ($$)
1.9000
1.8900

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 楼主| 发表于 2-7-2019 07:11 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
103,643
111,136
103,643
111,136
2Profit/(loss) before tax
23,392
-3,331
23,392
-3,331
3Profit/(loss) for the period
18,513
-4,802
18,513
-4,802
4Profit/(loss) attributable to ordinary equity holders of the parent
12,086
-3,278
12,086
-3,278
5Basic earnings/(loss) per share (Subunit)
1.69
-0.46
1.69
-0.46
6Proposed/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 ($$)
1.9100
1.9000

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 楼主| 发表于 22-8-2019 06:25 AM | 显示全部楼层
本帖最后由 icy97 于 23-8-2019 08:31 AM 编辑

保险信贷贡献增加‧马化资本次季多赚95%
https://www.sinchew.com.my/content/content_2104252.html

(吉隆坡21日讯)在保险与信贷业务贡献增加下,马化资本(MPHBCAP,5237,主板金融服务组)截至2019年6月30日第二季净利大增95.1%至1566万1000令吉,推高上半年净利暴增4.84倍至2774万7000令吉。

次季营业额不增反减,按年下滑5.92%至1亿零953万1000令吉,拖累6个月累积营业额减少6.32%至2亿1317万4000令吉,主要是保险与投资业务收入减少。

马化资本发文告表示,展望未来,保险业务将继续贯彻“随增长发展”策略,并继续提升效率、现代化和自行服务来提高客户体验及强化盈利增长,而信贷业务则将继续锁定低曝险的利基客户群。

“投资业务方面,鉴于当前产业市场前景黯淡,集团将继续保存资产,同时持续评估透过联营,抑或脱售等所有可行选项来为地库创造永续价值。”


文章来源 : 星洲日报 2019-08-22


SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2019
30 Jun 2018
30 Jun 2019
30 Jun 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
109,531
116,421
213,174
227,557
2Profit/(loss) before tax
35,320
9,896
58,712
6,565
3Profit/(loss) for the period
27,377
9,056
45,890
4,254
4Profit/(loss) attributable to ordinary equity holders of the parent
15,661
8,027
27,747
4,749
5Basic earnings/(loss) per share (Subunit)
2.20
1.10
3.90
0.70
6Proposed/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 ($$)
1.9000
1.9000

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