【CVIEW 5049 交流专区】康地威

APULA

Announcement Date	Financial Year	Quarter Number	Financial Quarter	Revenue (RM,000)	Profit Before Tax (RM,000)	Net Profit (RM,000)	Earning Per Share (Cent)	Dividend (Cent)	NTA (RM)
25/04/2013	30/11/2013	1	28/02/2013	63,349	22,539	17,186	17.19	10.00	1.850
22/01/2013	30/11/2012	4	30/11/2012	58,014	18,382	13,380	13.38	0.00	1.720
23/10/2012	30/11/2012	3	31/08/2012	49,904	14,159	10,161	10.16	0.00	1.590
24/07/2012	30/11/2012	2	31/05/2012	46,783	11,634	8,534	8.53	0.00	1.480
25/04/2012	30/11/2012	1	29/02/2012	37,872	8,565	5,946	5.95	0.00	1.400
18/01/2012	30/11/2011	4	30/11/2011	41,401	6,304	4,720	4.72	0.00	1.340

Date	Financial Year	Ex-Date	Entitlement Date	Payment Date	Entitlement Type	Dividend (Cent)	Dividend (%)
25/04/2013	30/11/2013	10/05/2013	14/05/2013	30/05/2013	2nd Interim Dividend	4.000	0.00
22/01/2013	30/11/2013	08/02/2013	14/02/2013	22/02/2013	Interim Dividend	6.000	0.00
30/03/2006	30/11/2005	24/04/2006	26/04/2006	15/05/2006	Final Dividend	1.500	0.00
28/03/2005	30/11/2004	22/04/2005	26/04/2005	19/05/2005	Final Dividend	2.000	0.00
11/10/2004	30/11/2004	26/10/2004	28/10/2004	08/11/2004	Interim Dividend	3.000	0.00

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=C&securityCode=5049

公司官网：http://www.countryview.com.my/

屢刷新高紀錄 康地威升破3令吉

財經11 Jun 2013 16:54
（吉隆坡11日讯）近来涨势不断的康地威（CVIEW，5049，主要板房产），今日股价冲破3令吉关口，一度劲涨73仙或24%，挂3.70令吉，站在史上最高水平，登上十大热门股榜。

康地威开市先扬3仙，报3令吉，较后该股暴涨至3.70令吉，涨73仙或24%，创新高记录。休市时，该股收窄至3.49令吉，涨52仙，半日易手7万7600股。

截至4点，该股涨32仙，报3.29令吉，成交量录得11万4900股。

康地威近来升势不断，在4月时，公司在房地产发展部门表现亮眼的推动下，首季净利按年劲涨近2倍，并宣布每股派息10仙，激励股价走高；之后更是屡刷新高纪录。

该股在今年1月时，股价维持在1.15令吉水平，之后不断走高，在短短半年内，股价飙涨3倍之多，涨势惊人。

该股的52周最低价为67.5仙，比较今日3.49令吉，股价猛翻了4.2倍。

http://www.chinapress.com.my/node/430173

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/05/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/05/2013	31/05/2012	31/05/2013	31/05/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	69,314	46,783	132,663	84,655
2	Profit/(loss) before tax	25,414	11,634	47,953	20,199
3	Profit/(loss) for the period	19,008	8,534	36,194	14,480
4	Profit/(loss) attributable to ordinary equity holders of the parent	19,008	8,534	36,194	14,480
5	Basic earnings/(loss) per share (Subunit)	19.01	8.53	36.19	14.48
6	Proposed/Declared dividend per share (Subunit)	8.00	0.00	14.00	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 ($$)	2.0100		1.7200

icy97

COUNTRY VIEW BERHAD

EX-date	15/08/2013
Entitlement date	19/08/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third Interim Dividend of 4 sen per ordinary share of RM1.00 each less 25% income tax.
Period of interest payment	to
Financial Year End	30/11/2013
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	ShareWorks Sdn Bhd No. 10-01, Jalan Sri Hartamas 8 Sri Hartamas 50480 Kuala Lumpur Tel: 03-62011120
Payment date	28/08/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	19/08/2013
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	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.04

icy97

COUNTRY VIEW BERHAD

Type	Announcement
Subject	OTHERS
Description	ACCEPTANCE OF BANK GUARANTEE AND BRIDGING LOAN FACILITIES OF RM73 MILLION (“the facilities”)
The Board of Country View Berhad (“CVB”) wishes to announce that the Company, has on 30 July 2013 accepted the facilities of RM73 million from AmBank (M) Berhad (“the Bank”) as follows: No Facility Limit (RM) Purpose Tenure 1 Bridging Loan 12 (“BL 12”) 70,000,000.00 To on lend to CVB’s wholly owned subsidiary, Country View Resources Sdn Bhd (“CVR”) as bridging finance (approximately 48.7%) for construction cost and related expenses (i.e: RM143.6M) of two towers of 20 storey apartments consisting 424 units of apartments and 21 units of shops (“One Sentral”) Three (3) years from the date of first disbursement inclusive of 12 months grace period. 2. Bank Guarantee (“BG”) 3,000,000.00 To on lend to CVR, as performance bond, tender deposits, utility bonds advance payment, payment of excise duty, sales tax and earnest money for tender/security deposits in favour of government statutory bodies and/or other parties acceptable to the Bank. Up to 18 months from the date of issuance. The facilities shall be secured by the following: Third party open monies/ all monies charge over the sub-divided titles under the master title HS(D) 317215 PTD116767 (P1 Land) in Mukim Pulai, District of Johor Bahru, Johor. Third party open monies/ all monies charge over the sub-divided titles under Plot E-2 (forming HS(D)317248 PTD116775, part of HS(D)317247 PTD116774 and part of HS(D) 317251 PTD 116778) and Plot E-4 (forming part of HS(D)317216 PTD116768) all within Mukim of Pulai, District of Johor Bahru, Johor. Third party eleventh legal charge (ranking pari-passu with the first, second, third, fourth, fifth, sixth, seventh, eighth, ninth and tenth fixed legal charges created in favour of the Bank) over 2 parcels of vacant freehold residential/industrial land measuring a total of 550.73 acres held under HS(D) 16287 PT4182 (formerly known as HS(D) 1875/97 Lot 4182) and HS(D) 16299 PT41823 (formerly known as HS(D) 1876/97 Lot 4183) both in Pekan of Sungai Karangan, District of Kulim, Kedah (hereinafter referred to as “the Kulim Land”) Eleventh debenture (ranking pari-passu with the first, second, third, fourth, fifth, sixth, seventh, eighth, ninth and tenth fixed debentures created in favour of the Bank) incorporating a fixed and floating charge over the Borrower’s present and future assets, save and except lands already charged to other lenders. Third party tenth debenture (ranking pari-passu with the first, second, third, fourth, fifth, sixth, seventh, eighth and ninth debentures created in favour of the Bank) incorporating a fixed and floating charge over the present and future assets of CVR, save and except lands already charged to other lenders. Third party tenth debenture (ranking pari-passu with the first, second, third, fourth, fifth, sixth, seventh, eighth and ninth debentures created in favour of the Bank) incorporating a fixed and floating charge over the present and future assets of Country View Land Sdn Bhd (“CVL”), save and except lands already charged to other lenders. INTEREST OF DIRECTORS/MAJOR SHAREHOLDERS None of the Directors and/or major shareholders of CVB and/or person connected to such director/major shareholder have any interest, direct or indirect, in the above said transactions. STATEMENT OF DIRECTORS Having considered all aspects of the terms and conditions relating to the facilities offered by the Bank, the Board of Directors is of the opinion that the acceptance of the facilities based on the terms and conditions approved are necessary to facilitate CVB’s business and working capital requirements.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION
31/08/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/08/2013	31/08/2012	31/08/2013	31/08/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	61,171	49,904	193,834	134,559
2	Profit/(loss) before tax	26,172	14,159	74,125	34,358
3	Profit/(loss) for the period	19,495	10,161	55,689	24,641
4	Profit/(loss) attributable to ordinary equity holders of the parent	19,495	10,161	55,689	24,641
5	Basic earnings/(loss) per share (Subunit)	19.50	10.16	55.69	24.64
6	Proposed/Declared dividend per share (Subunit)	10.00	0.00	20.00	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 ($$)	2.1700		1.7200

icy97

COUNTRY VIEW BERHAD

EX-date	04/11/2013
Entitlement date	07/11/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Fourth Interim Dividend of 6 sen per ordinary share of RM1.00 each less 25% income tax.
Period of interest payment	to
Financial Year End	30/11/2013
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	ShareWorks Sdn Bhd No. 2-1, Jalan Sri Hartamas 8 Sri Hartamas 50480 Kuala Lumpur Tel: 03-62011120
Payment date	14/11/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07/11/2013
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	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.06

icy97

COUNTRY VIEW BERHAD

Type	Announcement
Subject	OTHERS
Description	INCREASE OF ISSUED AND PAID UP CAPITAL OF THE WHOLLY OWENED SUBSIDIARIES
The Board of Directors of Country View Berhad wishes to announce that the issued and paid up capital of the following wholly owned subsidiaries have on 22 October 2013 been increased from RM2.5 million divided into 2.5 million ordinary shares of RM1.00 each to RM2.51 million divided into 2.51 million ordinary shares of RM1-00 each by way of CVB subscribing for an additional 10, 000 new shares in each of the respective subsidiaries: 1.         Country View Greens Sdn Bhd 2.         Country View Properties Sdn Bhd 3.         Country View Land Sdn Bhd 4.         Country View Resources Sdn Bhd Rationale The increase in the issued and paid up capital of the subsidiaries were effected to bring them in line with the requirements for the claim of Group tax relief under Section 44A(1) of the Income Tax Act 1967. This will enable the Group to claim for Group Relief as and when such occasion arises in future. This announcement is dated 22 October 2013.

kongsenger

Cview 5049 康地威 Rm 3.12 欢喜进入,我看到是2014年的一匹黑马---

kongsenger

发掘爆发股

1）cview 5049 康地威 RM3.1 买进，未来丰衣足食。
2）潜在上升空间有60%，9M2013已赚55m，EPS=55sen,这个月公布的业绩估计有15m，EPS全年有70sen,全年大赚70m，以合理的7倍本益比（PE）算，目标价=RM4.90
3)低流通量是此股的缺点，但也是优点，因更多人发掘此股，市场上求过于供时，股价就会爆升。现价位只是PE=4.5倍，以全年EPS=70sen，明显被低估了，同行许多以PE=8倍以上在交易。
4）公司现发展重心在NUSA SENTRAL（四季花园），这是公司业积大进步的推手，有三百多亩土地供发展，推出双层排楼（部分已入住），公寓，三层店屋。从一推出就取得很好的销售记录，归功于优越的地理位置，从此处出发约15分钟可到达:
A）第二通道的CIQ
B）振林山市区
C）NUSAJAYA特区里
D）PERLING TOLL
C）SKUDAI区花园如帝雅園,皇后,丽寧,大学城等.
5）未来几年的业绩应该不错，从销售成绩推算。
（2014年1月11日去了四季花园了解情况，公司取得佳绩）
好比之前的TNLOGIS.
6）现价位进场风险低，并可得股息（Q4这个月公布，相信又会发股息）公司近来赚多并大方发股息，以留住投资者，在可预见的未来，派股相信可照旧。
7）公司股数1亿股，扣掉大股东后，市面流通量稀少，因此未来很有机会派红股或分拆股票
（当进行这类活动，大股东就会推高股价）
8）公司在JB KIARA HILL与百多名住户的事件，相信近期可获解决。
9）之前错过了TNLOGIS，这次不要错过CVIEW了，机会不常有，2014年的黑马！
10）公司土地近1000亩，多年未估，现今己大大增值。
11)拥有健康的资产负债表，以目前的净利来看，很大可能公司在两年里还清债务。（约90m），而成为净现金的公司（目前有超过20m的现金）
12）以上都是刺激股价上升的催化剂！
13）个人整理与推算，进出自负，你的未来自己掌握。
2分鐘前發佈 · 讚好

分享bubi兄的分析--再谈cview

现价：2.83
目标价：nill
信心指数：nill

早期研究cview
一直忽略了cview最大型的发展计划*nusa sentral*
https://www.facebook.com/permalink.php?story_fbid=657497100969696&id=213988865320524

1）谈谈nusa sentral发展计划：
为了了解nusa sentral 房屋发展计划
我上网翻查了了,也获得不少资料
也发现nusa sentral的房屋发展计划很有看头
nusa sentral是一项位于柔佛南部房屋大计划，占地300acre
靠近legoland,puteri habour 等
公司早期2010年开始所推行的phase 1到phase 5的房屋发展都大卖
公司下个project是位于nusa sentral的one sentral
有兴趣了解nusa sentral,可浏览以下链接
http://www.newly-launched.com/one-sentral-nusajaya/
http://www.countryview.com.my/....../nusa_sentral_2010.pdf
http://thissit.com/Projects-Nusa-Sentral-Project-70.aspx
http://www.jbtalks.cc/thread-1084484-1-1.html

2）地仓方面：
现在总结下cview的landbank 有多大
～柔佛nusa sentral 313acre（至于剩下多少可发展地段，总发展总值是多少，还是无法查明）
～吉打550acre
～雪兰儿364.8 acre
这4个地段，cview 的地仓就超过1200acre

3）股息方面：
2013年,cview前后派了4次股息
net dividend per share是15sen
以目前价格买入,net dividend yield>5%

4）本益比方面：
目前单季净利为0.19亿
把净利全年化,本益比为<4

5）未来看点：
目前公司最大的房屋发展计划是nusa sentral最新的project,one sentral
有意了解one sentral 房屋发展计划,可上youtube查询

**cview的缺点
1）不是net cash company
2）公司流动票很少,在年报显示,前46位大股东就持有接近97.74%的cview股票
（流动量太少,大户很难看上）

后语：世界上没有十全十美的公司,以目前cview的价格，无论是派息率,地仓方面,不难发现cview是一家被市场严重低估的公司
如果你能接受这样的公司，可以考虑小量买入

共勉之

kongsenger

1）当全年赚70sen出来时,
2)Rm 3.11只不过是 pe=4.5 在交易,超低的本益比呀.
3)当大家发现时,你进我进,股价一定飞,哈哈.
4)不错的派息.
5)我走訪了四季花园 nusa sentral,公司屋子销售单很好,未来丰衣足食
以下为CVIEW 的资料-

kongsenger

四季花园买气旺
热盘亮点 产业周刊 2011-06-05 15:22
http://www.nanyang.com/node/319760?tid=46..

柔南区的依斯干达特区，近年来备受瞩目的大型发展计划。

其中，努沙再也更是集居住、行政、医疗、教育及休闲等于一身，市民渴望入住，以及投资者抢进的热门地点。

位处努沙再也区心脏地带的四季花园（Nusa Sentral），具备了地利优势，并在周遭屋业发展计划林立的激烈竞争环境中，依然取得亮眼的销售成绩。

举它的“夏区”第一期共312间的双层排屋来说，打从去年10月正式推介至今，非土着单位已售出98%。

而这项计划的四季大道（Sentral Avenue）商业区，第一期共116单位的三层店铺办公楼，甫推出不久，非土着单位就已100%售罄。

四季大道（Sentral Avenue）商业区的第二期，刚在5月中开放登记，同样获得热烈回响。

目前，努沙再也区数项发展项目已完成，包括柔佛州新行政中心、公主港等。

邻近数著名商场

乐高乐园（Lego Land）、纽卡斯尔大学医药校园、Medini国际综合城市发展计划、南部工业与物流中心、努沙再也总警局也将陆续完成。

这些基本设施和吸引据点，与四季花园（Nusa Sentral）可说是近在咫尺，加上邻近多个著名购物商场，只须3至15分钟车程即可抵达，非常便利。

而就其三层店铺办公楼来说，其中的卖点是所有单位皆面向即将提升的振林山——五间店道路，当地的繁忙车流量及高度曝光率将能吸引大量客源进驻。

不仅如此，正在建设并贯穿四季花园的主要道路Sentral Boulevard，一旦落成启用，将让民众借此由振林山便利通往邻近住宅花园、多个着名的购物商场或新山市区等。

此外，60尺宽的内部道路、充裕的停车位及多个出入口的规划，加上现化时尚、灵活运用的建筑与空间设计，皆有助于促进整个商业区的商业蓬勃。

近期推出“夏区”次期双层排屋

占地300英亩，属永久地契的四季花园，是由主板上市公司康地威集团（Country View Berhad）所发展。

该公司在柔南区的其他屋业发展计划包括大学城综合城镇、位于努沙再也的翠景园、位于士姑来的商业和住宅计划Nusa Bestari Jaya及位于新山市区的高级独立式豪宅Residence at The Peak @Jalan Straits View 8。

共三款设计

延续之前的超旺买气，康地威集团再接再厉，近期将推出“夏区”第二期双层排屋。

这次推介的屋款，特点包括全面扩建的干及湿厨房、湿厨房附有美观耐用的窗门铁花、16尺长的宽敞车房及高天花板设计。

此双层排屋共有三款房屋设计，价格介于35万8000令吉至41万5000令吉之间。

若与周遭新屋价格相比，四季花园房屋仍处诱人的合宜价位。

四季花园第二期夏区双层排屋

订购优惠
●首期只需500令吉
●享有10%现金回扣
●免律师费及印花税
●可获高额融资
●2年免费保安服务

各款单位特色
A款：设计现代新颖的角头单位
B款：倾向屋瓦铺设的屋顶设计
C款：采用现代建筑美学的设计

●南洋商报

kongsenger

如之前Bubi兄所说,牛市当前,保本至上,買入低估股,风险相对小,以cview的价位 Rm3.05 和发展前景,我会加码中.

vincychong

kongsenger

vincychong 发表于 15-1-2014 07:27 PM

拜访了四季花园的销售情况，以下是从销售员工获取的资料---
1）3百出亩的土地己发展过半，尚有百出亩土地未来发展公寓，田字屋，半独立屋。
2）共约4百间的三层店屋，每间售价为160万，己建成2百间，并可以今年2014年入伙。
3）双层排楼非土著单位完全出售并己入住，尚有土著单位出售，售价为70万。
4）one sentral service residence 于2013年8月推出,共有tower A 和tower B座,分type A -740 sqft  , type B-938 sqft ,type C-1260 sqft 三型,共426 unit,
A座己出售75个单位,B座己出售93个单位,现售价为Rm 550/sqft.于2016年8月前交屋。
5）简单推算，公司赚副为30%，a）若店屋有60%出售，240乖160万=3.84亿（30%赚幅有1.15亿）b)若公寓销售完,约有2亿(30%赚幅有60m).c)因双层排楼在2011年己推出,因此不计算了(但或多戓少也还有贡献,这里我不算进去了).
总共净利=1.75亿/3=每年有58m(2014,2015,2016年),这里取80%算,未来3年都有46m
6)总结个人观点,因为交通便利,近新加坡,这区的产业吸引在新工作的買家,未来产业出售看好,守住cview是良策,幸福的未来己看到.

vincychong

如果有RM2我也想當股東呀！醬多房屋等著收錢而已哦！
行情醬壞還有人想買屋？
在我國真正有幾個是有錢的？

kongsenger

vincychong 发表于 18-1-2014 11:59 PM
如果有RM2我也想當股東呀！醬多房屋等著收錢而已哦！
行情醬壞還有人想買屋？
在我國真正有幾個是有錢的？ ...

rm2我也要.
中国,新加坡人大把钱.大马中康之上的还有能力買房子的.

vincychong

漲價不斷，股市不明朗。
我們給一點馬股跌。
我最愛是便宜。女人就是愛討價還價？
不是買不起！就是超爽！

kongsenger

vincychong 发表于 19-1-2014 11:46 PM
漲價不斷，股市不明朗。
我們給一點馬股跌。
我最愛是便宜。女人就是愛討價還價？

Rm 3.04趁低加码.哈哈.
買股看前景,短暂的下降,为長远投资提供进场良机,
这支股当買方到来,势不可挡.

vincychong

kongsenger 发表于 20-1-2014 08:20 AM
Rm 3.04趁低加码.哈哈.
買股看前景,短暂的下降,为長远投资提供进场良机,
这支股当買方到来,势不可 ...

友人要做仙哦？
哇！還是往下遊喔？？綜指很有規律的往下走！
一個星期好像平均來來個25點下式！

kongsenger

vincychong 发表于 20-1-2014 09:04 PM
友人要做仙哦？
哇！還是往下遊喔？？綜指很有規律的往下走！
一個星期好像平均來來個25點下式！ ...

Cview 5049 全年业绩創下上市来的历史新高---a)2013年11月全年赚 7779万
b)四个季度共发出27 sen的股息,净股息有20.25 sen ,以股价Rm 3.25算,周息率=6.23
c)nta=2.35
d)eps=77.79 sen
d)现价位Rm 3.25 算,pe=4.17 倍在交易,是不是很有吸引力,若认真拿6倍的合理本益比算,股价=Rm 4.66
同行其他产业股大都在pe=8倍以上在交易,可见cview是价廉物美,周息率=6.23 ,持有并買进,未来丰衣足食.